iSHARES TRUST - IYH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 2,525,384 | 155,664 | 0.02% | 0.01% | 1 | +1,325,038 | 110.39% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 2,228,857 | 137,386 | 0.01% | 0.01% | 2 | -40,667 | -1.79% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,529,508 | 94,278 | 0.01% | 0.01% | 3 | -11,488 | -0.75% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,412,046 | 87,038 | 0.02% | 0.03% | 4 | -94,437 | -6.27% | Q1 2026 | May 06, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,068,453 | 65,859 | 1.03% | 0.67% | 5 | +370,188 | 53.02% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,046,742 | 64,521 | 0.01% | 0.01% | 6 | +134,785 | 14.78% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,003,253 | 61,840 | 0.04% | 0.04% | 7 | -43,853 | -4.19% | Q1 2026 | May 07, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 861,189 | 56,063 | 5.1% | 4.11% | 8 | +245,351 | 39.84% | Q1 2026 | Apr 09, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 899,816 | 55,466 | 0.01% | 0.01% | 9 | +64,913 | 7.77% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 694,455 | 42,806 | 0.0% | 0.0% | 10 | +90,733 | 15.03% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 671,704 | 41,403 | 0.01% | 0.01% | 11 | +39,099 | 6.18% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 421,205 | 25,963 | 0.1% | 0.1% | 12 | +33,731 | 8.71% | Q1 2026 | Apr 30, 2026 |
| Oakworth Capital, Inc. | History | Added to | 417,233 | 25,718 | 1.36% | 1.46% | 13 | +6,613 | 1.61% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 376,181 | 23,193 | 0.03% | 0.04% | 14 | -1,173 | -0.31% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 350,033 | 21,576 | 0.03% | 0.03% | 15 | -19,822 | -5.36% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 287,995 | 17,752 | 0.02% | 0.02% | 16 | +21 | 0.01% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 272,518 | 16,797 | 0.0% | 0.0% | 17 | -36,572 | -11.83% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 206,074 | 12,702 | 0.01% | 0.01% | 18 | +12,038 | 6.2% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 185,111 | 11,410 | 0.09% | 0.1% | 19 | +8,179 | 4.62% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 176,967 | 10,628 | 0.01% | 0.01% | 20 | +16,044 | 9.97% | Q1 2026 | May 15, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 154,634 | 9,531 | 3.08% | 2.57% | 21 | +24,403 | 18.74% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 148,586 | 9,158 | 0.1% | 0.1% | 22 | +12,138 | 8.9% | Q1 2026 | Apr 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 145,657 | 8,978 | 0.18% | 0.19% | 23 | -181 | -0.12% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 136,130 | 8,215 | 0.0% | 0.0% | 24 | +9,266 | 7.3% | Q1 2026 | May 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 129,578 | 8,138 | 1.13% | 1.14% | 25 | +8,586 | 7.1% | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 131,870 | 8,128 | 0.0% | 0.0% | 26 | +13,083 | 11.01% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 121,187 | 7,469 | 0.04% | 0.04% | 27 | -9,483 | -7.26% | Q1 2026 | Apr 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 118,428 | 7,300 | 0.09% | 0.1% | 28 | -4,690 | -3.81% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 117,020 | 7,212 | 0.04% | 0.05% | 29 | -2,290 | -1.92% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 115,987 | 7,149 | 0.01% | 0.0% | 30 | +75,400 | 185.77% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 111,333 | 6,862 | 0.03% | 0.04% | 31 | -13,807 | -11.03% | Q1 2026 | May 08, 2026 |
| SP Asset Management LLC | History | Reduced | 102,401 | 6,312 | 0.56% | 0.53% | 32 | -243 | -0.24% | Q1 2026 | May 06, 2026 |
| First Citizens Financial Corp | History | Reduced | 92,880 | 5,725 | 2.7% | 3.01% | 33 | -737 | -0.79% | Q1 2026 | Apr 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 92,460 | 5,699 | 0.0% | 0.01% | 34 | -158,296 | -63.13% | Q1 2026 | May 04, 2026 |
| GFS Advisors, LLC | History | New | 21,325 | 5,585 | 0.71% | — | 35 | +21,325 | New | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 86,810 | 5,350 | 0.0% | 0.0% | 36 | -13,509 | -13.47% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 86,527 | 5,334 | 0.01% | 0.03% | 37 | -62,221 | -41.83% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 75,678 | 4,922 | 0.03% | 0.06% | 38 | -64,124 | -45.87% | Q1 2026 | May 15, 2026 |
| Gerald Baker Financial Group LLC | History | New | 76,928 | 4,741 | 1.5% | — | 39 | +76,928 | New | Q1 2026 | May 06, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 74,120 | 4,568 | 0.52% | 0.57% | 40 | -7,311 | -8.98% | Q1 2026 | Apr 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 72,796 | 4,487 | 0.01% | 0.0% | 41 | +26,206 | 56.25% | Q1 2026 | Apr 27, 2026 |
| HC Advisors, LLC | History | Reduced | 72,329 | 4,458 | 2.98% | 3.31% | 42 | -1,215 | -1.65% | Q1 2026 | May 05, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 72,075 | 4,442 | 0.71% | 0.74% | 43 | -675 | -0.93% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 71,108 | 4,383 | 0.0% | 0.01% | 44 | -29,027 | -28.99% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 69,242 | 4,268 | 0.06% | 0.07% | 45 | -271 | -0.39% | Q1 2026 | Apr 17, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 65,952 | 4,065 | 1.78% | 1.97% | 46 | -590 | -0.89% | Q1 2026 | Apr 27, 2026 |
| Lighthouse Financial LLC | History | Added to | 63,223 | 3,897 | 2.35% | 2.5% | 47 | +4,357 | 7.4% | Q1 2026 | May 13, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 57,422 | 3,540 | 1.75% | 1.97% | 48 | -769 | -1.32% | Q1 2026 | Apr 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 54,716 | 3,371 | 0.0% | 0.0% | 49 | -2,844 | -4.94% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 54,471 | 3,358 | 0.01% | 0.01% | 50 | +837 | 1.56% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 53,754 | 3,313 | 0.02% | 0.02% | 51 | +5,828 | 12.16% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 53,391 | 3,291 | 0.01% | 0.01% | 52 | -6,767 | -11.25% | Q1 2026 | Apr 08, 2026 |
| National Philanthropic Trust | History | Reduced | 53,165 | 3,277 | 0.03% | 0.04% | 53 | -1,482 | -2.71% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 51,739 | 3,184 | 0.0% | 0.0% | 54 | +6,715 | 14.91% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 50,404 | 3,106 | 0.0% | 0.0% | 55 | +106 | 0.21% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 49,036 | 3,022 | 0.0% | 0.0% | 56 | -3,006 | -5.78% | Q1 2026 | May 08, 2026 |
| Ethos Financial Group, LLC | History | No change | 45,746 | 2,978 | 0.22% | 0.22% | 57 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 47,933 | 2,954 | 0.01% | 0.01% | 58 | -8,439 | -14.97% | Q1 2026 | May 04, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 46,958 | 2,894 | 2.89% | 3.04% | 59 | -26,815 | -36.35% | Q1 2026 | May 06, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 46,687 | 2,877 | 0.47% | 0.5% | 60 | -571 | -1.21% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 45,628 | 2,812 | 0.0% | 0.0% | 61 | +858 | 1.92% | Q1 2026 | May 15, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 43,381 | 2,674 | 1.12% | 1.11% | 62 | -42 | -0.1% | Q1 2026 | Apr 29, 2026 |
| LOM Asset Management Ltd | History | Reduced | 41,822 | 2,577 | 0.74% | 0.8% | 63 | -555 | -1.31% | Q1 2026 | May 05, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 40,785 | 2,513 | 0.23% | 0.25% | 64 | -1,663 | -3.92% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 41,095 | 2,480 | 0.09% | 0.11% | 65 | -1,418 | -3.34% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 38,396 | 2,319 | 0.23% | 0.33% | 66 | +440 | 1.16% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 37,336 | 2,301 | 0.0% | 0.0% | 67 | +1,627 | 4.56% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 37,235 | 2,295 | 0.05% | 0.05% | 68 | -2,119 | -5.38% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 37,120 | 2,288 | 0.13% | 0.02% | 69 | +31,045 | 511.03% | Q1 2026 | Apr 30, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 35,470 | 2,186 | 0.58% | 0.66% | 70 | -396 | -1.1% | Q1 2026 | May 11, 2026 |
| Essex LLC | History | Added to | 35,121 | 2,164 | 0.38% | 0.39% | 71 | +909 | 2.66% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 34,070 | 2,100 | 0.08% | 0.08% | 72 | +81 | 0.24% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 33,577 | 2,070 | 0.01% | 0.01% | 73 | -1,716 | -4.86% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Added to | 32,560 | 2,006 | 0.23% | 0.21% | 74 | +2,745 | 9.21% | Q1 2026 | May 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 32,207 | 1,985 | 1.74% | 1.87% | 75 | +72 | 0.22% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 31,379 | 1,934 | 0.03% | 0.04% | 76 | +987 | 3.25% | Q1 2026 | May 18, 2026 |
| Lido Advisors, LLC | History | Reduced | 30,820 | 1,899 | 0.01% | 0.01% | 77 | -1,488 | -4.61% | Q1 2026 | May 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 29,630 | 1,826 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,232 | 1,801 | 0.06% | 0.13% | 79 | -28,580 | -49.44% | Q1 2026 | Apr 07, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 29,207 | 1,800 | 0.92% | 0.97% | 80 | -372 | -1.26% | Q1 2026 | Apr 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 29,095 | 1,793 | 0.01% | 0.02% | 81 | -6,700 | -18.72% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 28,882 | 1,780 | 0.04% | 0.09% | 82 | -29,697 | -50.7% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 27,888 | 1,719 | 0.04% | 0.01% | 83 | +20,791 | 292.95% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 27,748 | 1,710 | 0.11% | 0.11% | 84 | +1,049 | 3.93% | Q1 2026 | Apr 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 27,470 | 1,693 | 0.16% | 0.15% | 85 | -800 | -2.83% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 27,383 | 1,687 | 0.0% | 0.0% | 86 | +65 | 0.24% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 26,569 | 1,637 | 0.01% | 0.01% | 87 | -117 | -0.44% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 26,189 | 1,614 | 0.01% | 0.01% | 88 | +1,085 | 4.32% | Q1 2026 | May 15, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 25,877 | 1,595 | 0.83% | 0.84% | 89 | +49 | 0.19% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 25,717 | 1,585 | 0.0% | 0.0% | 90 | +3,425 | 15.36% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,312 | 1,573 | 0.0% | 0.0% | 91 | +648 | 2.52% | Q1 2026 | May 15, 2026 |
| WIN ADVISORS, INC | History | Reduced | 25,295 | 1,559 | 0.71% | 0.98% | 92 | -10,008 | -28.35% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 25,126 | 1,548 | 0.0% | 0.0% | 93 | +16,818 | 202.43% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | New | 25,525 | 1,540 | 0.23% | — | 94 | +25,525 | New | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 24,446 | 1,518 | 0.0% | 0.01% | 95 | -378 | -1.52% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 23,969 | 1,477 | 0.01% | 0.01% | 96 | +2,000 | 9.1% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,858 | 1,469 | 0.0% | 0.0% | 97 | +934 | 4.07% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 23,002 | 1,421 | 0.0% | 0.0% | 98 | +1,174 | 5.38% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 22,873 | 1,409 | 0.02% | 0.02% | 99 | -1,250 | -5.18% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 22,768 | 1,403 | 0.04% | 0.02% | 100 | +12,222 | 115.89% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 22,184 | 1,367 | 0.0% | 0.0% | 101 | -5,651 | -20.3% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,149 | 1,365 | 0.02% | 0.02% | 102 | +590 | 2.74% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,107 | 1,362 | 0.0% | 0.0% | 103 | +5,992 | 37.18% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,851 | 1,357 | 0.07% | 0.07% | 104 | +353 | 1.64% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,899 | 1,349 | 0.0% | 0.0% | 105 | -2,126 | -8.85% | Q1 2026 | May 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 19,961 | 1,299 | 0.38% | 0.38% | 106 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Simmons Bank | History | Reduced | 21,060 | 1,298 | 0.09% | 0.1% | 107 | -940 | -4.27% | Q1 2026 | Apr 23, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 20,910 | 1,288 | 0.7% | 0.66% | 108 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Adams Wealth Management | History | Added to | 20,153 | 1,242 | 0.27% | 0.24% | 109 | +2,992 | 17.43% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 20,153 | 1,242 | 0.24% | 0.21% | 110 | +2,992 | 17.43% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,516 | 1,212 | 0.01% | 0.01% | 111 | +9,266 | 90.4% | Q1 2026 | Apr 07, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 19,614 | 1,209 | 0.0% | 0.01% | 112 | -468 | -2.33% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 19,500 | 1,201 | 0.0% | 0.0% | 113 | +1,870 | 10.61% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 19,424 | 1,197 | 0.03% | 0.03% | 114 | -535 | -2.68% | Q1 2026 | Apr 07, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 19,088 | 1,176 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 18,966 | 1,169 | 0.02% | 0.02% | 116 | +31 | 0.16% | Q1 2026 | May 01, 2026 |
| SMITH, MOORE & CO. | History | Added to | 18,753 | 1,155 | 0.08% | 0.08% | 117 | +2,315 | 14.08% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,705 | 1,153 | 0.02% | 0.02% | 118 | +593 | 3.27% | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 18,443 | 1,136 | 0.01% | 0.01% | 119 | -2,343 | -11.27% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 18,348 | 1,130 | 0.01% | 0.03% | 120 | -36,425 | -66.5% | Q1 2026 | May 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 18,310 | 1,128 | 0.75% | 0.8% | 121 | +347 | 1.93% | Q1 2026 | Apr 21, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 18,191 | 1,121 | 0.92% | 0.96% | 122 | -176 | -0.96% | Q1 2026 | Apr 22, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 18,161 | 1,119 | 0.14% | 0.13% | 123 | +2,628 | 16.92% | Q1 2026 | May 12, 2026 |
| My Personal CFO, LLC | History | Reduced | 18,000 | 1,109 | 0.49% | 0.67% | 124 | -6,750 | -27.27% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 17,901 | 1,098 | 0.03% | 0.06% | 125 | -3,077 | -14.67% | Q1 2026 | May 14, 2026 |
| Sankala Group LLC | History | Reduced | 17,978 | 1,091 | 0.89% | 0.98% | 126 | -323 | -1.76% | Q1 2026 | Mar 31, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 17,547 | 1,081 | 0.03% | 0.03% | 127 | -972 | -5.25% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 17,166 | 1,058 | 0.0% | 0.0% | 128 | -3,055 | -15.11% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 17,067 | 1,052 | 0.01% | 0.01% | 129 | -539 | -3.06% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Added to | 16,709 | 1,046 | 0.02% | 0.02% | 131 | +530 | 3.28% | Q1 2026 | Apr 20, 2026 |
| NorthRock Partners, LLC | History | No change | 16,975 | 1,046 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 16,793 | 1,035 | 0.01% | 0.01% | 132 | -317 | -1.85% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 16,784 | 1,034 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 16,538 | 1,019 | 0.58% | 4.42% | 134 | -127,490 | -88.52% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 15,996 | 986 | 0.06% | 0.05% | 135 | +4,080 | 34.24% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,005 | 986 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 15,932 | 982 | 0.34% | 0.37% | 137 | -3 | -0.02% | Q1 2026 | Apr 23, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 15,800 | 973 | 0.64% | 0.68% | 138 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Royal Fund Management, LLC | History | Reduced | 15,745 | 970 | 0.09% | 0.11% | 139 | -2,953 | -15.79% | Q1 2026 | May 19, 2026 |
| Asset One Wealth Management LLC | History | Added to | 15,619 | 959 | 0.11% | 0.14% | 140 | +40 | 0.26% | Q1 2026 | May 12, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 15,423 | 950 | 0.45% | 0.44% | 141 | -391 | -2.47% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 15,340 | 945 | 0.18% | 0.17% | 142 | -76 | -0.49% | Q1 2026 | May 20, 2026 |
| Glenview Trust Co | History | Reduced | 15,172 | 935 | 0.01% | 0.02% | 143 | -1,453 | -8.74% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Added to | 15,103 | 930 | 0.0% | 0.0% | 144 | +1,723 | 12.88% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 15,176 | 929 | 0.07% | 0.08% | 145 | +484 | 3.29% | Q1 2026 | May 01, 2026 |
| Allen Investment Management, LLC | History | No change | 15,039 | 926 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Climber Capital SA | History | Reduced | 15,829 | 901 | 0.59% | 0.89% | 147 | -10,600 | -40.11% | Q1 2026 | May 01, 2026 |
| Oxinas Partners, LLC | History | Reduced | 14,481 | 892 | 0.41% | 0.46% | 148 | -64 | -0.44% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,461 | 891 | 0.02% | 0.02% | 149 | -2,007 | -12.19% | Q1 2026 | Apr 13, 2026 |
| Haverford Trust Co | History | No change | 14,410 | 888 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 14,423 | 888 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 14,539 | 886 | 0.01% | 0.01% | 152 | -164 | -1.12% | Q1 2026 | May 06, 2026 |
| Indivisible Partners | History | No change | 13,915 | 857 | 0.08% | 0.1% | 153 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,815 | 851 | 0.01% | 0.01% | 154 | +4,463 | 47.72% | Q1 2026 | May 15, 2026 |
| High Point Wealth Management, LLC | History | Added to | 13,808 | 851 | 0.82% | 0.84% | 155 | +40 | 0.29% | Q1 2026 | Apr 08, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 13,625 | 839 | 0.09% | 0.09% | 156 | -463 | -3.29% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 13,515 | 833 | 0.01% | 0.01% | 157 | -73 | -0.54% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 13,432 | 827 | 0.0% | 0.0% | 158 | +1,522 | 12.78% | Q1 2026 | May 08, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 13,258 | 817 | 0.22% | 0.21% | 159 | +2,384 | 21.92% | Q1 2026 | Apr 09, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 13,188 | 812 | 0.23% | 0.25% | 160 | -300 | -2.22% | Q1 2026 | Apr 08, 2026 |
| Bellwether Advisors, LLC | History | No change | 13,169 | 811 | 0.14% | 0.14% | 161 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| V2 Financial group LLC | History | No change | 13,000 | 801 | 0.37% | 0.42% | 162 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Claro Advisors Inc. | History | Added to | 12,940 | 797 | 0.1% | 0.11% | 163 | +609 | 4.94% | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 12,908 | 795 | 0.0% | 0.0% | 164 | -481 | -3.59% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 12,843 | 791 | 0.01% | 0.01% | 165 | -618 | -4.59% | Q1 2026 | May 12, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 12,733 | 784 | 0.11% | 0.12% | 166 | -1,030 | -7.48% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 12,641 | 779 | 0.13% | 0.13% | 167 | +340 | 2.76% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | No change | 12,568 | 774 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Buck Wealth Strategies, LLC | History | New | 12,547 | 773 | 0.1% | — | 169 | +12,547 | New | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 12,486 | 769 | 0.0% | 0.05% | 170 | -1,225,003 | -98.99% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,440 | 766 | 0.01% | 0.01% | 171 | -1,855 | -12.98% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | No change | 12,368 | 762 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dentgroup LLC | History | No change | 11,381 | 740 | 0.51% | 0.51% | 173 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 11,748 | 724 | 0.04% | 0.05% | 174 | -276 | -2.3% | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | No change | 11,695 | 720 | 0.59% | 0.57% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Added to | 11,607 | 715 | 0.02% | 0.0% | 176 | +9,655 | 494.62% | Q1 2026 | Apr 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11,399 | 702 | 0.0% | 0.0% | 177 | -370 | -3.14% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 11,175 | 688 | 0.03% | — | 179 | +11,175 | New | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 11,169 | 688 | 0.02% | 0.01% | 178 | +2,400 | 27.37% | Q1 2026 | Apr 29, 2026 |
| Asempa Wealth Advisors | History | Reduced | 11,038 | 685 | 0.6% | 0.7% | 180 | -1,531 | -12.18% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 11,083 | 682 | 0.01% | 0.01% | 181 | +4,315 | 63.76% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,474 | 681 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 10,933 | 673 | 0.0% | 0.0% | 183 | +5,082 | 86.86% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,725 | 661 | 0.01% | 0.02% | 184 | -2,853 | -21.01% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 10,657 | 656 | 0.0% | 0.0% | 185 | -6,000 | -36.02% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 10,566 | 651 | 0.0% | 0.0% | 186 | +3,209 | 43.62% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,477 | 645 | 0.0% | — | 187 | +10,477 | New | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Added to | 10,399 | 640 | 0.01% | 0.01% | 189 | +6,367 | 157.91% | Q1 2026 | May 12, 2026 |
| WESBANCO BANK INC | History | No change | 10,385 | 640 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Waterloo Capital, L.P. | History | Added to | 10,379 | 639 | 0.04% | 0.05% | 190 | +31 | 0.3% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | New | 10,190 | 628 | 0.02% | — | 191 | +10,190 | New | Q1 2026 | Apr 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 10,090 | 621 | 0.01% | 0.01% | 193 | +512 | 5.35% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,076 | 621 | 0.01% | 0.01% | 192 | -32 | -0.32% | Q1 2026 | Apr 23, 2026 |
| Sachetta, LLC | History | Added to | 10,075 | 621 | 0.34% | 0.36% | 194 | +25 | 0.25% | Q1 2026 | May 01, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 10,060 | 620 | 0.09% | 0.09% | 195 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 10,055 | 619 | 0.03% | 0.04% | 196 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 10,000 | 616 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,955 | 613 | 0.01% | 0.01% | 198 | -7 | -0.07% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 15,969 | 611 | 0.03% | 0.01% | 199 | -8,953 | -35.92% | Q1 2026 | May 15, 2026 |
| American State Bank (Iowa) | History | No change | 9,915 | 611 | 0.29% | 0.31% | 200 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Thomasville National Bank | History | No change | 9,275 | 603 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 9,755 | 601 | 0.01% | 0.02% | 202 | -562 | -5.45% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 9,659 | 595 | 0.01% | 0.01% | 203 | +1,236 | 14.67% | Q1 2026 | Apr 28, 2026 |
| Carnegie Investment Counsel | History | Reduced | 9,570 | 589 | 0.01% | 0.01% | 204 | -390 | -3.92% | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,527 | 587 | 0.01% | 0.02% | 205 | -2,174 | -18.58% | Q1 2026 | May 01, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 9,495 | 585 | 0.3% | 0.32% | 206 | +10 | 0.11% | Q1 2026 | May 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,981 | 584 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 9,415 | 580 | 0.04% | 0.05% | 208 | -1,645 | -14.87% | Q1 2026 | May 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 9,404 | 579 | 0.04% | 0.04% | 209 | +1 | 0.01% | Q1 2026 | Apr 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 9,320 | 574 | 0.01% | 0.01% | 210 | -25 | -0.27% | Q1 2026 | May 01, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,306 | 573 | 0.02% | 0.02% | 211 | +458 | 5.18% | Q1 2026 | May 08, 2026 |
| Black Swift Group, LLC | History | Added to | 9,175 | 565 | 0.1% | 0.09% | 213 | +770 | 9.16% | Q1 2026 | Apr 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 9,175 | 565 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Finley Financial, LLC | History | Reduced | 9,125 | 562 | 0.26% | 0.31% | 214 | -1,325 | -12.68% | Q1 2026 | Apr 22, 2026 |
| Acropolis Investment Management, LLC | History | No change | 9,070 | 559 | 0.02% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 9,000 | 554 | 0.03% | 0.04% | 216 | -1,190 | -11.68% | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 8,945 | 551 | 0.06% | 0.1% | 217 | -4,149 | -31.69% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,882 | 547 | 0.01% | 0.01% | 218 | +2,803 | 46.11% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | No change | 8,800 | 542 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 8,792 | 541 | 0.27% | 0.33% | 220 | -1,212 | -12.12% | Q1 2026 | Apr 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 8,752 | 539 | 0.02% | 0.02% | 222 | +3 | 0.03% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 8,281 | 539 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 8,618 | 531 | 0.0% | 0.0% | 223 | +978 | 12.8% | Q1 2026 | May 01, 2026 |
| Owen LaRue, LLC | History | Added to | 8,430 | 519 | 0.2% | 0.14% | 224 | +2,893 | 52.25% | Q1 2026 | Apr 30, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 8,250 | 508 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 8,196 | 505 | 0.16% | 0.08% | 227 | +3,750 | 84.35% | Q1 2026 | May 12, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 8,206 | 505 | 0.58% | 0.77% | 226 | -2,360 | -22.34% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,030 | 494 | 0.0% | — | 228 | +8,030 | New | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | New | 7,957 | 490 | 0.04% | — | 229 | +7,957 | New | Q1 2026 | May 19, 2026 |
| Brookwood Investment Group LLC | History | Added to | 7,941 | 489 | 0.06% | 0.06% | 230 | +582 | 7.91% | Q1 2026 | May 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 7,835 | 482 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,785 | 479 | 0.0% | 0.0% | 232 | +250 | 3.32% | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Added to | 7,749 | 477 | 0.22% | 0.23% | 233 | +23 | 0.3% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,737 | 476 | 0.0% | 0.0% | 234 | +36 | 0.47% | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 7,720 | 475 | 0.01% | 0.01% | 235 | -151 | -1.92% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 7,625 | 468 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 7,489 | 461 | 0.01% | 0.02% | 237 | -703 | -8.58% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,485 | 461 | 0.0% | 0.0% | 238 | +35 | 0.47% | Q1 2026 | Apr 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 7,469 | 460 | 0.0% | — | 239 | +7,469 | New | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,406 | 456 | 0.0% | 0.0% | 240 | -866 | -10.47% | Q1 2026 | May 14, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 7,379 | 454 | 0.16% | 0.16% | 242 | +896 | 13.82% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,370 | 454 | 0.01% | 0.01% | 241 | +7 | 0.1% | Q1 2026 | Apr 10, 2026 |
| Archer Investment Corp | History | Added to | 7,370 | 454 | 0.1% | 0.11% | 243 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| Moment Partners, LLC | History | No change | 7,375 | 454 | 0.08% | 0.1% | 244 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisor Resource Council | History | New | 7,352 | 453 | 0.15% | — | 245 | +7,352 | New | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,319 | 451 | 0.01% | 0.02% | 246 | -3,868 | -34.58% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 7,250 | 446 | 0.02% | 0.02% | 247 | +1,000 | 16.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Added to | 7,101 | 437 | 0.01% | 0.01% | 248 | +143 | 2.06% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 7,071 | 435 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 7,055 | 434 | 0.33% | 0.38% | 250 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Jacobs Equity LLC | History | Reduced | 7,035 | 433 | 0.39% | 0.51% | 251 | -1,056 | -13.05% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Added to | 6,956 | 428 | 0.06% | 0.06% | 252 | +14 | 0.2% | Q1 2026 | May 13, 2026 |
| MRA Advisory Group | History | Added to | 6,931 | 427 | 0.17% | 0.19% | 253 | +5 | 0.07% | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,505 | 423 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Weaver Consulting Group | History | Added to | 6,838 | 421 | 0.1% | 0.11% | 255 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | No change | 6,779 | 417 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 6,727 | 414 | 0.0% | 0.0% | 257 | -36 | -0.53% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 6,689 | 412 | 0.21% | 0.24% | 258 | -340 | -4.84% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Reduced | 6,569 | 404 | 1.79% | 0.12% | 259 | -378 | -5.44% | Q1 2026 | May 15, 2026 |
| Athena Investment Management | History | No change | 6,546 | 403 | 0.21% | 0.22% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 6,508 | 401 | 0.01% | 0.01% | 262 | +982 | 17.77% | Q1 2026 | Apr 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 6,516 | 401 | 0.0% | 0.0% | 261 | -403 | -5.82% | Q1 2026 | May 14, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 6,498 | 400 | 0.06% | 0.07% | 264 | -244 | -3.62% | Q1 2026 | Apr 24, 2026 |
| Kelsey Financial, LLC | History | No change | 6,500 | 400 | 0.35% | 0.36% | 263 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 6,484 | 399 | 0.06% | 0.07% | 265 | -1,030 | -13.71% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,389 | 393 | 0.0% | — | 266 | +6,389 | New | Q1 2026 | May 12, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 6,200 | 382 | 0.24% | 0.24% | 267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Counterweight Ventures, LLC | History | Reduced | 6,154 | 379 | 0.21% | 0.24% | 268 | -353 | -5.42% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,106 | 376 | 0.03% | 0.03% | 270 | +10 | 0.16% | Q1 2026 | Apr 08, 2026 |
| North Star Investment Management Corp. | History | No change | 6,105 | 376 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 6,067 | 374 | 0.15% | 0.15% | 272 | -58 | -0.95% | Q1 2026 | May 07, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 6,076 | 374 | 0.07% | 0.07% | 271 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 6,006 | 370 | 0.17% | 0.17% | 273 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | No change | 5,932 | 365 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 5,858 | 361 | 0.04% | — | 275 | +5,858 | New | Q1 2026 | Apr 23, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 5,825 | 359 | 0.12% | 0.12% | 276 | -175 | -2.92% | Q1 2026 | Apr 21, 2026 |
| Ignite Planners, LLC | History | Added to | 5,793 | 357 | 0.06% | 0.06% | 277 | +4 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,782 | 356 | 0.01% | 0.01% | 278 | +4 | 0.07% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 5,740 | 353 | 0.01% | 0.01% | 279 | -220 | -3.69% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,662 | 349 | 0.0% | 0.0% | 280 | +40 | 0.71% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 5,652 | 348 | 0.01% | 0.01% | 282 | -4,605 | -44.9% | Q1 2026 | May 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 5,647 | 348 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 5,614 | 346 | 0.01% | 0.0% | 283 | +4,020 | 252.2% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 5,609 | 345 | 0.0% | 0.01% | 284 | -266 | -4.53% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,503 | 339 | 0.01% | 0.01% | 285 | -3,340 | -37.77% | Q1 2026 | May 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 5,500 | 339 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 5,454 | 336 | 0.0% | 0.0% | 287 | -3,424 | -38.57% | Q1 2026 | May 14, 2026 |
| Colorado Capital Management, Inc. | History | No change | 5,455 | 336 | 0.13% | 0.13% | 288 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,442 | 335 | 0.02% | 0.02% | 289 | +17 | 0.31% | Q1 2026 | May 05, 2026 |
| Principle Wealth Partners LLC | History | No change | 5,435 | 335 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| August Group Capital Ltd | History | Reduced | 5,429 | 334 | 0.39% | 0.5% | 291 | -1,571 | -22.44% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,405 | 333 | 0.0% | 0.0% | 292 | +5,071 | 1518.26% | Q1 2026 | May 13, 2026 |
| TPG Advisors LLC | History | No change | 5,375 | 331 | 0.21% | 0.22% | 293 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 5,359 | 330 | 0.11% | 0.13% | 294 | -48 | -0.89% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,327 | 328 | 0.01% | 0.01% | 295 | -515 | -8.82% | Q1 2026 | Apr 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,318 | 327 | 0.0% | 0.0% | 296 | -153 | -2.8% | Q1 2026 | Apr 27, 2026 |
| Stratos Investment Management, LLC | History | Added to | 5,237 | 322 | 0.01% | 0.01% | 297 | +672 | 14.72% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Reduced | 5,217 | 321 | 0.02% | 0.02% | 299 | -59 | -1.12% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,219 | 321 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BAILARD, INC. | History | No change | 5,150 | 317 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 5,111 | 315 | 0.14% | 0.14% | 301 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,072 | 312 | 0.0% | 0.01% | 302 | -156 | -2.98% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 5,055 | 311 | 0.01% | 0.01% | 303 | +752 | 17.48% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 5,051 | 311 | 0.11% | 0.11% | 304 | -19 | -0.37% | Q1 2026 | Apr 09, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 5,000 | 308 | 0.08% | 0.08% | 305 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 5,000 | 308 | 0.07% | 0.07% | 306 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 4,937 | 304 | 0.01% | 0.01% | 307 | +2 | 0.04% | Q1 2026 | Apr 22, 2026 |
| PW Nova Financial Services LLC | History | Added to | 4,900 | 302 | 0.08% | 0.1% | 309 | +954 | 24.18% | Q1 2026 | Apr 15, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 4,902 | 302 | 0.07% | 0.08% | 308 | -406 | -7.65% | Q1 2026 | May 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,888 | 301 | 0.01% | 0.01% | 310 | +1,392 | 39.82% | Q1 2026 | May 14, 2026 |
| Pingora Partners LLC | History | Reduced | 4,886 | 301 | 0.18% | 0.22% | 311 | -736 | -13.09% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 4,877 | 300 | 0.0% | 0.01% | 312 | -3,192 | -39.56% | Q1 2026 | May 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 4,879 | 300 | 0.03% | 0.03% | 313 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Midwest Trust Co | History | No change | 4,875 | 300 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,846 | 299 | 0.01% | 0.01% | 315 | +11 | 0.23% | Q1 2026 | May 04, 2026 |
| LJI Wealth Management, LLC | History | No change | 4,849 | 298 | 0.05% | 0.05% | 316 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | New | 4,822 | 297 | 0.01% | — | 318 | +4,822 | New | Q1 2026 | May 14, 2026 |
| Redwood Financial Network Corp | History | Added to | 4,830 | 297 | 0.19% | 0.19% | 317 | +328 | 7.29% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,811 | 296 | 0.0% | 0.0% | 320 | +4,769 | 11354.76% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 4,811 | 296 | 0.02% | 0.02% | 319 | +86 | 1.82% | Q1 2026 | Apr 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,793 | 295 | 0.02% | 0.02% | 321 | +1,546 | 47.61% | Q1 2026 | May 15, 2026 |
| KKM Financial LLC | History | No change | 4,540 | 295 | 0.05% | 0.05% | 322 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 4,782 | 294 | 0.12% | 0.16% | 324 | -1,553 | -24.51% | Q1 2026 | May 07, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 4,780 | 294 | 0.04% | 0.04% | 323 | -204 | -4.09% | Q1 2026 | Apr 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 4,756 | 293 | 0.0% | 0.01% | 325 | -995 | -17.3% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,724 | 291 | 0.01% | 0.01% | 326 | -1,465 | -23.67% | Q1 2026 | May 12, 2026 |
| Maxele Advisors, LLC | History | No change | 4,475 | 291 | 0.24% | 0.24% | 327 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 4,707 | 290 | 0.1% | 0.1% | 328 | -92 | -1.92% | Q1 2026 | Apr 23, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 4,691 | 289 | 0.09% | 0.1% | 329 | -100 | -2.09% | Q1 2026 | Apr 24, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 4,679 | 288 | 0.25% | 0.22% | 330 | -250 | -5.07% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,669 | 287 | 0.0% | 0.0% | 331 | -418 | -8.22% | Q1 2026 | Apr 30, 2026 |
| ALLSTATE CORP | History | No change | 4,624 | 285 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,580 | 282 | 0.0% | — | 333 | +4,580 | New | Q1 2026 | May 12, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 4,541 | 279 | 0.42% | 0.44% | 334 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | New | 4,511 | 278 | 0.0% | — | 335 | +4,511 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 4,437 | 273 | 0.0% | 0.0% | 338 | +392 | 9.69% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,440 | 273 | 0.0% | 0.0% | 337 | -376 | -7.81% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,434 | 273 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,428 | 272 | 0.0% | 0.0% | 339 | +386 | 9.55% | Q1 2026 | May 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,401 | 271 | 0.03% | — | 340 | +4,401 | New | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 4,147 | 269 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sharper & Granite LLC | History | No change | 4,375 | 269 | 0.09% | 0.1% | 342 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gotham Asset Management, LLC | History | New | 4,307 | 265 | 0.0% | — | 343 | +4,307 | New | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,265 | 262 | 0.11% | 0.12% | 344 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Legacy Advisors, LLC | History | No change | 4,250 | 261 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 4,230 | 260 | 0.16% | 0.18% | 346 | -196 | -4.43% | Q1 2026 | Apr 23, 2026 |
| CERTUITY, LLC | History | No change | 4,215 | 259 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gryphon Financial Partners LLC | History | No change | 4,193 | 258 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 4,201 | 258 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST MERCHANTS CORP | History | No change | 4,169 | 256 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,136 | 254 | 0.01% | 0.01% | 352 | +383 | 10.21% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 4,122 | 254 | 0.0% | 0.0% | 354 | +192 | 4.89% | Q1 2026 | May 13, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 4,126 | 254 | 0.05% | 0.05% | 353 | +89 | 2.2% | Q1 2026 | Apr 13, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 4,134 | 254 | 0.06% | 0.06% | 351 | +87 | 2.15% | Q1 2026 | Apr 16, 2026 |
| Fisher Asset Management, LLC | History | New | 4,116 | 253 | 0.0% | — | 355 | +4,116 | New | Q1 2026 | May 05, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 4,060 | 250 | 0.03% | 0.03% | 356 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,013 | 247 | 0.0% | 0.0% | 357 | +528 | 15.15% | Q1 2026 | May 07, 2026 |
| LCNB CORP | History | No change | 4,000 | 246 | 0.08% | 0.09% | 358 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 4,000 | 246 | 0.09% | 0.09% | 359 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 4,000 | 246 | 0.14% | 0.15% | 360 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 3,940 | 243 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 3,950 | 243 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GM Advisory Group, LLC | History | Added to | 3,942 | 242 | 0.01% | 0.01% | 363 | +569 | 16.87% | Q1 2026 | Apr 28, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 3,919 | 241 | 0.07% | 0.07% | 364 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | New | 3,870 | 238 | 0.0% | — | 366 | +3,870 | New | Q1 2026 | May 04, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 3,870 | 238 | 0.09% | 0.09% | 365 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,815 | 235 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 3,812 | 234 | 0.13% | 0.14% | 368 | -91 | -2.33% | Q1 2026 | Apr 27, 2026 |
| Narwhal Capital Management | History | No change | 3,750 | 231 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 3,750 | 231 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,709 | 228 | 0.01% | 0.01% | 371 | -248 | -6.27% | Q1 2026 | May 15, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 3,681 | 226 | 0.08% | 0.07% | 372 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Csenge Advisory Group | History | Reduced | 3,658 | 225 | 0.01% | 0.01% | 373 | -210 | -5.43% | Q1 2026 | Apr 30, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,650 | 224 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Round Rock Advisors LLC | History | No change | 3,641 | 224 | 0.03% | 0.04% | 375 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,645 | 224 | 0.05% | 0.05% | 376 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 3,623 | 223 | 0.05% | 0.06% | 378 | -551 | -13.2% | Q1 2026 | May 12, 2026 |
| Atlas Brown,Inc. | History | Added to | 3,628 | 223 | 0.07% | 0.07% | 377 | +11 | 0.3% | Q1 2026 | Apr 17, 2026 |
| Ridge Creek Global, Inc | History | Reduced | 3,615 | 222 | 0.19% | 0.21% | 379 | -225 | -5.86% | Q1 2026 | May 13, 2026 |
| One Wealth Map LLC | History | New | 3,622 | 221 | 0.1% | — | 382 | +3,622 | New | Q1 2026 | May 04, 2026 |
| Boston Partners | History | Added to | 3,589 | 221 | 0.0% | 0.0% | 380 | +355 | 10.98% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | No change | 3,600 | 221 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Reduced | 3,591 | 220 | 0.01% | 0.01% | 383 | -319 | -8.16% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 3,519 | 216 | 0.01% | 0.01% | 386 | +40 | 1.15% | Q1 2026 | Apr 27, 2026 |
| AMG National Trust Bank | History | No change | 3,505 | 216 | 0.0% | 0.01% | 384 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Smith Salley Wealth Management | History | No change | 3,510 | 216 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 3,470 | 213 | 0.1% | 0.08% | 387 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 3,400 | 209 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 3,344 | 206 | 0.04% | 0.07% | 389 | -2,142 | -39.04% | Q1 2026 | May 14, 2026 |
| Pavion Blue Capital, LLC | History | Reduced | 3,350 | 206 | 0.09% | 0.1% | 390 | -200 | -5.63% | Q1 2026 | May 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3,335 | 205 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 3,327 | 205 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 3,150 | 205 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 3,318 | 204 | 0.01% | 0.02% | 394 | -1,328 | -28.58% | Q1 2026 | Apr 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 3,317 | 204 | 0.0% | 0.0% | 395 | +71 | 2.19% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,264 | 201 | 0.0% | 0.0% | 396 | +15 | 0.46% | Q1 2026 | May 12, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 3,260 | 200 | 0.12% | — | 400 | +3,260 | New | Q1 2026 | Apr 14, 2026 |
| Clare Market Investments LLC | History | New | 3,250 | 200 | 0.04% | — | 399 | +3,250 | New | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | New | 3,245 | 200 | 0.01% | — | 398 | +3,245 | New | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,250 | 200 | 0.0% | 0.0% | 397 | -15 | -0.46% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 3,168 | 195 | 0.01% | — | 401 | +3,168 | New | Q1 2026 | May 19, 2026 |
| Caldwell Trust Co | History | No change | 2,720 | 167 | 0.01% | 0.02% | 402 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,388 | 147 | 0.0% | 0.03% | 403 | -89,526 | -97.4% | Q1 2026 | May 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,375 | 146 | 0.04% | 0.04% | 404 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,300 | 141 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,160 | 133 | 0.01% | 0.02% | 406 | -4,955 | -69.64% | Q1 2026 | May 18, 2026 |
| Front Row Advisors LLC | History | No change | 2,152 | 132 | 0.04% | 0.05% | 407 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BigSur Wealth Management LLC | History | No change | 2,000 | 123 | 0.03% | 0.03% | 408 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,945 | 120 | 0.01% | 0.01% | 409 | +19 | 0.99% | Q1 2026 | May 01, 2026 |
| Accordant Advisory Group Inc | History | No change | 1,940 | 119 | 0.07% | 0.09% | 410 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 1,928 | 118 | 0.1% | 0.1% | 411 | +40 | 2.12% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,898 | 117 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Key FInancial Inc | History | Added to | 1,861 | 114 | 0.02% | 0.02% | 413 | +4 | 0.22% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Added to | 1,804 | 111 | 0.0% | — | 414 | +1,801 | 60033.33% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,750 | 107 | 0.0% | — | 415 | +1,750 | New | Q1 2026 | Apr 29, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 1,727 | 106 | 0.05% | 0.06% | 416 | -618 | -26.35% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | No change | 1,685 | 104 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,675 | 103 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,546 | 100 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MTM Investment Management, LLC | History | No change | 1,625 | 100 | 0.03% | 0.03% | 420 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,620 | 99 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,480 | 91 | 0.0% | 0.01% | 422 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,397 | 86 | 0.01% | 0.01% | 423 | -1,798 | -56.28% | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,285 | 79 | 0.0% | 0.0% | 424 | +350 | 37.43% | Q1 2026 | Apr 17, 2026 |
| Reflection Asset Management | History | No change | 1,230 | 79 | 0.06% | 0.06% | 425 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,266 | 78 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,250 | 77 | 0.03% | 0.03% | 427 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,181 | 72 | 0.01% | 0.01% | 428 | -79 | -6.27% | Q1 2026 | May 04, 2026 |
| NFSG Corp | History | Added to | 1,100 | 67 | 0.01% | 0.01% | 429 | +100 | 10.0% | Q1 2026 | May 05, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,000 | 65 | 0.03% | 0.03% | 430 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CVA Family Office, LLC | History | No change | 1,035 | 63 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 991 | 61 | 0.0% | 0.0% | 432 | +560 | 129.93% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 1,000 | 61 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Realta Investment Advisors | History | No change | 1,000 | 61 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Davis Capital Management | History | No change | 1,000 | 61 | 0.04% | 0.04% | 435 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 986 | 60 | 0.0% | — | 436 | +986 | New | Q1 2026 | May 11, 2026 |
| Missouri Trust & Investment Co | History | Added to | 900 | 55 | 0.02% | 0.0% | 437 | +625 | 227.27% | Q1 2026 | May 14, 2026 |
| Basepoint Wealth LLC | History | Added to | 879 | 54 | 0.03% | 0.03% | 439 | +3 | 0.34% | Q1 2026 | May 07, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 890 | 54 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIRST HORIZON CORP | History | No change | 870 | 53 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 800 | 49 | 0.02% | 0.02% | 443 | +300 | 60.0% | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 807 | 49 | 0.01% | 0.01% | 441 | +2 | 0.25% | Q1 2026 | May 01, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 807 | 49 | 0.03% | 0.03% | 442 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 750 | 48 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| New Republic Capital, LLC | History | Reduced | 766 | 47 | 0.02% | 0.03% | 445 | -845 | -52.45% | Q1 2026 | May 01, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 770 | 47 | 0.03% | 0.04% | 446 | +1 | 0.13% | Q1 2026 | May 12, 2026 |
| Family Manage LLC | History | No change | 750 | 46 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 720 | 44 | 0.02% | 0.03% | 449 | +2 | 0.28% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 725 | 44 | 0.0% | 0.0% | 448 | -1 | -0.14% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 709 | 43 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tidemark, LLC | History | No change | 705 | 43 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LRI Investments, LLC | History | No change | 675 | 41 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 658 | 40 | 0.01% | 0.01% | 453 | +122 | 22.76% | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 648 | 39 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SJS Investment Consulting Inc. | History | No change | 615 | 37 | 0.0% | 0.01% | 455 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 585 | 36 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 570 | 35 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 560 | 34 | 0.0% | 0.0% | 458 | +230 | 69.7% | Q1 2026 | May 11, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 545 | 33 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Perspectives, Inc | History | Added to | 528 | 32 | 0.01% | 0.01% | 460 | +2 | 0.38% | Q1 2026 | May 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 517 | 31 | 0.02% | 0.02% | 462 | +1 | 0.19% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | No change | 500 | 31 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Purpose Unlimited Inc. | History | New | 490 | 30 | 0.0% | — | 465 | +490 | New | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | No change | 500 | 30 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 500 | 30 | 0.02% | 0.01% | 464 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | New | 455 | 28 | 0.0% | — | 467 | +455 | New | Q1 2026 | Apr 13, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 460 | 28 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 450 | 27 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | No change | 425 | 26 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 385 | 23 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 375 | 23 | 0.0% | 0.01% | 471 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 380 | 23 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vision Retirement, LLC | History | Reduced | 355 | 21 | 0.01% | 0.01% | 473 | -273 | -43.47% | Q1 2026 | May 07, 2026 |
| Fairscale Capital, LLC | History | No change | 339 | 20 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | Added to | 321 | 19 | 0.01% | 0.01% | 475 | +1 | 0.31% | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | New | 304 | 18 | 0.01% | — | 479 | +304 | New | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 300 | 18 | 0.0% | 0.0% | 476 | +50 | 20.0% | Q1 2026 | May 04, 2026 |
| HighMark Wealth Management LLC | History | Added to | 307 | 18 | 0.01% | 0.01% | 477 | +1 | 0.33% | Q1 2026 | May 05, 2026 |
| Centennial Bank/AR/ | History | No change | 299 | 18 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arlington Trust Co LLC | History | New | 280 | 17 | 0.0% | — | 480 | +280 | New | Q1 2026 | Apr 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 250 | 16 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | No change | 270 | 16 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 255 | 16 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BankChampaign, National Association | History | Reduced | 252 | 15 | 0.01% | 0.02% | 488 | -97 | -27.79% | Q1 2026 | May 21, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 254 | 15 | 0.02% | 0.02% | 487 | +2 | 0.79% | Q1 2026 | Apr 29, 2026 |
| COUNTRY TRUST BANK | History | No change | 250 | 15 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Hartford Financial Management Inc. | History | No change | 255 | 15 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 250 | 15 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 243 | 14 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 220 | 13 | 0.0% | — | 491 | +220 | New | Q1 2026 | Apr 09, 2026 |
| SHP Wealth Management | History | No change | 215 | 13 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 200 | 12 | 0.0% | — | 492 | +200 | New | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | New | 175 | 10 | 0.0% | — | 493 | +175 | New | Q1 2026 | Apr 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pacifica Partners Inc. | History | No change | 160 | 9 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Miller Capital Partners, Inc. | History | No change | 150 | 9 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 142 | 8 | 0.01% | 0.01% | 497 | +1 | 0.71% | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | No change | 115 | 7 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 125 | 7 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Asset Dedication, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 108 | 7 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 115 | 7 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Access Investment Management LLC | History | No change | 125 | 7 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Register Financial Advisors LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Nova Wealth Management, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Capital Analysts, LLC | History | New | 77 | 5 | 0.0% | — | 507 | +77 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 65 | 4 | 0.0% | 0.0% | 509 | -100,000 | -99.94% | Q1 2026 | May 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 77 | 4 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 67 | 4 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EPG Wealth Management LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | Reduced | 64 | 3 | 0.0% | 0.0% | 513 | -162 | -71.68% | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 51 | 3 | 0.0% | — | 517 | +51 | New | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Added to | 52 | 3 | 0.0% | 0.0% | 514 | +1 | 1.96% | Q1 2026 | May 01, 2026 |
| Mascoma Wealth Management LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 518 | -80 | -62.5% | Q1 2026 | Apr 28, 2026 |
| Dunhill Financial, LLC | History | Added to | 30 | 1 | 0.0% | 0.0% | 521 | +3 | 11.11% | Q1 2026 | May 06, 2026 |
| SYM FINANCIAL Corp | History | No change | 25 | 1 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Viewpoint Capital Management LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.19% | — | -3,894,874 | -100.0% | Q1 2026 | May 15, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -271,156 | -100.0% | Q1 2026 | May 13, 2026 |
| Camarda Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 5.54% | — | -223,592 | -100.0% | Q1 2026 | May 14, 2026 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.9% | — | -144,312 | -100.0% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -120,459 | -100.0% | Q1 2026 | May 14, 2026 |
| Summit Financial Consulting LLC | History | Closed out | 0 | 0 | — | 5.19% | — | -109,847 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 1.07% | — | -50,593 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.48% | — | -44,382 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -39,310 | -100.0% | Q1 2026 | Apr 23, 2026 |
| USA FINANCIAL FORMULAS | History | Closed out | 0 | 0 | — | 0.46% | — | -39,109 | -100.0% | Q1 2026 | Apr 14, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,791 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -16,901 | -100.0% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -14,782 | -100.0% | Q1 2026 | May 04, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.04% | — | -13,371 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,074 | -100.0% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,921 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,653 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.17% | — | -10,993 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,747 | -100.0% | Q1 2026 | May 11, 2026 |
| Tranquility Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -9,768 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Mandatum Life Insurance Co Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -8,471 | -100.0% | Q1 2026 | May 05, 2026 |
| Granite FO LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,663 | -100.0% | Q1 2026 | May 12, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,641 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,500 | -100.0% | Q1 2026 | May 13, 2026 |
| Shira Ridge Wealth Management | History | Closed out | 0 | 0 | — | 0.15% | — | -5,834 | -100.0% | Q1 2026 | Apr 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -5,380 | -100.0% | Q1 2026 | May 12, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,181 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -5,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -3,878 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,725 | -100.0% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,551 | -100.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,506 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Argyle Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,474 | -100.0% | Q1 2026 | May 07, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,305 | -100.0% | Q1 2026 | May 13, 2026 |
| Samalin Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,287 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,251 | -100.0% | Q1 2026 | Apr 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.01% | — | -3,150 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,094 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,076 | -100.0% | Q1 2026 | May 08, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,055 | -100.0% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -780 | -100.0% | Q1 2026 | May 04, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.04% | — | -640 | -100.0% | Q1 2026 | Apr 24, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Closed out | 0 | 0 | — | 0.07% | — | -515 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -511 | -100.0% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 14, 2026 |
| ALLIANZ SE | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q1 2026 | May 11, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -247 | -100.0% | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -190 | -100.0% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -96 | -100.0% | Q1 2026 | May 13, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Glassman Wealth Services | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gould Capital, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CURIO WEALTH, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |