iSHARES TRUST - IYW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 5,029,291 | 912,414 | 0.05% | 0.07% | 1 | -743,713 | -12.88% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 4,545,590 | 824,660 | 12.88% | 12.84% | 2 | +191,049 | 4.39% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,409,351 | 618,524 | 0.05% | 0.05% | 3 | -153,242 | -4.3% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,041,702 | 551,825 | 0.15% | 0.2% | 4 | -552,691 | -15.38% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 1,757,173 | 318,786 | 0.05% | 0.06% | 5 | -65,504 | -3.59% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,506,132 | 273,242 | 0.05% | 0.06% | 6 | -45,577 | -2.94% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,468,783 | 266,466 | 0.08% | 0.09% | 7 | -6,720 | -0.46% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,460,181 | 253,385 | 0.02% | 0.05% | 8 | -2,573,110 | -63.8% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,320,707 | 239,602 | 0.06% | 0.12% | 9 | -702,271 | -34.71% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,005,018 | 182,330 | 2.82% | 3.02% | 10 | +86,618 | 9.43% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 977,825 | 177,397 | 0.09% | 0.1% | 11 | +91,338 | 10.3% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 920,124 | 166,928 | 0.13% | 0.29% | 12 | -118,100 | -11.38% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 892,561 | 161,929 | 0.03% | 0.03% | 13 | -65,307 | -6.82% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 669,858 | 121,525 | 0.02% | 0.0% | 14 | +626,534 | 1446.16% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 669,765 | 121,508 | 0.17% | 0.19% | 15 | -50,955 | -7.07% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 611,190 | 111,216 | 0.03% | 0.03% | 16 | -133,378 | -17.91% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 598,842 | 108,666 | 0.16% | 0.19% | 17 | -58,047 | -8.84% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | New | 594,181 | 107,796 | 0.08% | — | 18 | +594,181 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 553,400 | 100,397 | 0.01% | 0.0% | 19 | +418,800 | 311.14% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 509,382 | 92,412 | 0.1% | 0.12% | 20 | -57,585 | -10.16% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 495,359 | 89,868 | 0.34% | 0.37% | 21 | +48,940 | 10.96% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 398,344 | 72,267 | 0.04% | 0.05% | 22 | +3,453 | 0.87% | Q1 2026 | May 07, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 391,292 | 71,316 | 8.79% | 9.21% | 23 | -6,953 | -1.75% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 366,500 | 66,490 | 0.04% | 0.04% | 24 | -5,181 | -1.39% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 352,756 | 63,996 | 0.56% | 1.93% | 25 | -633,384 | -64.23% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 350,516 | 63,593 | 0.07% | 0.07% | 26 | +10,280 | 3.02% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 330,991 | 60,048 | 0.01% | 0.01% | 27 | -257,285 | -43.74% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 324,275 | 58,827 | 0.07% | 0.07% | 28 | +11,908 | 3.81% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 319,444 | 57,966 | 0.36% | 0.38% | 29 | +732 | 0.23% | Q1 2026 | May 15, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 283,941 | 56,697 | 5.16% | 4.17% | 30 | +80,070 | 39.27% | Q1 2026 | Apr 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 302,706 | 54,904 | 0.1% | 0.12% | 31 | -3,002 | -0.98% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 286,960 | 52,060 | 0.09% | 0.1% | 32 | +6,115 | 2.18% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 272,075 | 47,914 | 0.02% | 0.03% | 33 | +32,003 | 13.33% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 252,802 | 45,863 | 0.0% | 0.0% | 34 | -1,418 | -0.56% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 246,655 | 44,749 | 0.04% | 0.06% | 35 | -73,964 | -23.07% | Q1 2026 | May 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 238,125 | 43,297 | 7.88% | 8.33% | 36 | -159 | -0.07% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 231,479 | 41,994 | 0.23% | 0.23% | 37 | +22,151 | 10.58% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 219,713 | 39,860 | 0.11% | 0.17% | 38 | -129,910 | -37.16% | Q1 2026 | May 04, 2026 |
| Parker Investment Management, LLC | History | Reduced | 204,533 | 37,106 | 5.63% | 7.08% | 39 | -45,797 | -18.29% | Q1 2026 | May 13, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 180,258 | 32,702 | 2.17% | 2.29% | 40 | -1,029 | -0.57% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 176,788 | 32,072 | 0.31% | 0.44% | 41 | -46,912 | -20.97% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 176,456 | 32,012 | 0.15% | 0.17% | 42 | -5,050 | -2.78% | Q1 2026 | Apr 24, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 165,820 | 30,083 | 1.14% | 1.26% | 43 | -4,238 | -2.49% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Reduced | 152,552 | 27,676 | 0.02% | 0.02% | 44 | -7,353 | -4.6% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 150,850 | 27,367 | 0.31% | 0.33% | 45 | +3,432 | 2.33% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Added to | 149,687 | 27,156 | 0.06% | 0.05% | 46 | +24,859 | 19.91% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Reduced | 146,065 | 26,499 | 0.13% | 0.16% | 47 | -1,016 | -0.69% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 137,277 | 26,306 | 0.17% | 0.21% | 48 | -14,766 | -9.71% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 138,883 | 25,196 | 0.77% | 0.78% | 49 | +5,237 | 3.92% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 135,395 | 24,542 | 0.03% | 0.03% | 50 | -6,927 | -4.87% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 134,649 | 24,428 | 0.06% | 0.11% | 51 | -66,932 | -33.2% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 117,791 | 21,369 | 0.39% | 0.42% | 52 | -914 | -0.77% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 107,391 | 19,482 | 0.16% | 0.24% | 53 | +7,436 | 7.44% | Q1 2026 | May 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 106,508 | 19,322 | 2.29% | 2.61% | 54 | -4,702 | -4.23% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 106,084 | 19,245 | 0.28% | 0.33% | 55 | -808 | -0.76% | Q1 2026 | Apr 17, 2026 |
| Macro Advisors, Inc. | History | New | 104,636 | 18,982 | 7.84% | — | 56 | +104,636 | New | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 103,774 | 18,826 | 0.34% | 1.83% | 57 | -598,484 | -85.22% | Q1 2026 | May 07, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 100,837 | 18,293 | 2.09% | 2.3% | 58 | -6,297 | -5.88% | Q1 2026 | Apr 10, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 99,543 | 18,074 | 1.44% | 1.58% | 59 | -995 | -0.99% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 96,159 | 17,445 | 0.23% | 0.31% | 60 | -14,260 | -12.91% | Q1 2026 | May 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 95,326 | 17,294 | 1.85% | 1.96% | 61 | -1,552 | -1.6% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 92,017 | 17,058 | 0.03% | 0.03% | 62 | -27,936 | -23.29% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 91,448 | 16,590 | 0.01% | 0.01% | 63 | -12,372 | -11.92% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 91,378 | 16,435 | 0.02% | 0.02% | 64 | -2,374 | -2.53% | Q1 2026 | May 15, 2026 |
| First Citizens Financial Corp | History | Reduced | 90,017 | 16,330 | 7.71% | 8.91% | 65 | -302 | -0.33% | Q1 2026 | Apr 07, 2026 |
| HC Advisors, LLC | History | Added to | 89,028 | 16,151 | 10.81% | 11.47% | 66 | +6,030 | 7.27% | Q1 2026 | May 05, 2026 |
| RVW Wealth, LLC | History | Added to | 88,766 | 16,103 | 1.25% | 1.3% | 67 | +3,691 | 4.34% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Added to | 86,127 | 15,625 | 0.0% | 0.0% | 68 | +3,847 | 4.68% | Q1 2026 | May 15, 2026 |
| Mendel Capital Management LLC | History | New | 86,108 | 15,621 | 7.85% | — | 69 | +86,108 | New | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Added to | 85,863 | 15,577 | 0.02% | 0.02% | 70 | +6,379 | 8.03% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 84,632 | 15,353 | 0.11% | 0.15% | 71 | -12,033 | -12.45% | Q1 2026 | Apr 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 80,351 | 14,577 | 0.13% | 0.14% | 72 | +451 | 0.56% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 78,983 | 14,329 | 0.02% | 0.02% | 73 | -6,092 | -7.16% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 76,703 | 13,915 | 0.39% | 0.5% | 74 | -11,966 | -13.5% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 76,970 | 13,861 | 0.07% | 0.09% | 75 | -13,811 | -15.21% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 76,288 | 13,840 | 0.15% | 0.13% | 76 | +17,047 | 28.78% | Q1 2026 | May 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 78,173 | 13,565 | 0.01% | 0.02% | 77 | -24,174 | -23.62% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 73,036 | 13,250 | 0.25% | 0.24% | 78 | +8,945 | 13.96% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 70,702 | 12,827 | 0.01% | 0.01% | 79 | -38 | -0.05% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 70,685 | 12,823 | 2.41% | 2.62% | 80 | +1,555 | 2.25% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 63,696 | 12,718 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 69,802 | 12,663 | 0.03% | 0.07% | 82 | -58,026 | -45.39% | Q1 2026 | May 14, 2026 |
| hemming& Wealth Management, Inc. | History | Added to | 68,947 | 12,508 | 8.73% | 5.91% | 83 | +25,706 | 59.45% | Q1 2026 | Apr 24, 2026 |
| MARSHALL WACE, LLP | History | New | 68,023 | 12,340 | 0.01% | — | 84 | +68,023 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 66,391 | 12,243 | 0.12% | 0.13% | 85 | +6,385 | 10.64% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 65,334 | 11,852 | 0.77% | 0.71% | 86 | +11,159 | 20.6% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 64,472 | 11,696 | 0.06% | 0.07% | 87 | +3,224 | 5.26% | Q1 2026 | May 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 63,874 | 11,587 | 8.17% | 6.51% | 88 | +18,160 | 39.73% | Q1 2026 | Apr 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 63,123 | 11,451 | 0.02% | 0.02% | 89 | -6,253 | -9.01% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 62,759 | 11,385 | 0.09% | 0.12% | 90 | -11,034 | -14.95% | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 62,596 | 11,356 | 0.02% | — | 91 | +62,596 | New | Q1 2026 | May 12, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 62,031 | 11,253 | 5.64% | 6.08% | 92 | +486 | 0.79% | Q1 2026 | Apr 21, 2026 |
| Finley Financial, LLC | History | Added to | 61,617 | 11,178 | 5.23% | 5.58% | 93 | +625 | 1.02% | Q1 2026 | Apr 22, 2026 |
| M&T BANK CORP | History | Reduced | 60,347 | 10,948 | 0.04% | 0.04% | 94 | -3,295 | -5.18% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 59,146 | 10,731 | 0.17% | 0.22% | 95 | -6,981 | -10.56% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Added to | 59,033 | 10,709 | 0.0% | 0.01% | 96 | +492 | 0.84% | Q1 2026 | May 11, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 58,861 | 10,678 | 1.69% | 1.83% | 97 | -3,467 | -5.56% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 57,381 | 10,410 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 56,922 | 10,327 | 0.03% | 0.04% | 99 | -4,439 | -7.23% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 56,719 | 10,289 | 0.05% | 0.08% | 100 | -15,938 | -21.94% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 55,763 | 10,116 | 0.04% | 0.04% | 101 | -479 | -0.85% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 55,448 | 10,059 | 0.14% | 0.53% | 102 | -104,975 | -65.44% | Q1 2026 | May 11, 2026 |
| Perkins Coie Trust Co | History | Added to | 55,419 | 10,054 | 1.93% | 2.03% | 103 | +893 | 1.64% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Reduced | 55,418 | 10,053 | 0.06% | 0.06% | 104 | -590 | -1.05% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 54,905 | 9,960 | 3.66% | 4.22% | 105 | -3,616 | -6.18% | Q1 2026 | May 08, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 54,089 | 9,813 | 1.01% | 1.05% | 106 | +148 | 0.27% | Q1 2026 | May 11, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 53,965 | 9,790 | 2.06% | 2.25% | 107 | +521 | 0.97% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,482 | 9,521 | 0.02% | 0.01% | 108 | +25,033 | 91.2% | Q1 2026 | May 15, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 52,116 | 9,454 | 9.12% | 9.86% | 109 | -482 | -0.92% | Q1 2026 | Apr 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 41,966 | 9,275 | 0.12% | 0.11% | 110 | -320 | -0.76% | Q1 2026 | May 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 51,018 | 9,255 | 2.46% | 2.75% | 111 | -885 | -1.71% | Q1 2026 | Apr 16, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 49,732 | 9,022 | 2.33% | 2.69% | 112 | -2,762 | -5.26% | Q1 2026 | Apr 08, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 49,448 | 8,970 | 1.24% | 1.3% | 113 | -256 | -0.52% | Q1 2026 | Apr 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 48,992 | 8,888 | 0.1% | 0.11% | 114 | +2,004 | 4.26% | Q1 2026 | May 08, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 48,634 | 8,823 | 2.75% | 3.36% | 115 | -6,007 | -10.99% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 48,578 | 8,812 | 0.2% | 0.26% | 116 | -4,138 | -7.85% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | No change | 47,904 | 8,690 | 0.47% | 0.5% | 117 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Essex LLC | History | Added to | 47,849 | 8,680 | 1.53% | 1.68% | 118 | +338 | 0.71% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Added to | 47,504 | 8,618 | 0.0% | 0.0% | 119 | +6,473 | 15.78% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 46,978 | 8,522 | 0.01% | 0.02% | 120 | -5,060 | -9.72% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 46,666 | 8,466 | 0.13% | 0.17% | 121 | -1,450 | -3.01% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Reduced | 46,022 | 8,349 | 0.28% | 0.32% | 122 | -1,172 | -2.48% | Q1 2026 | Apr 22, 2026 |
| CERTUITY, LLC | History | Reduced | 46,016 | 8,348 | 0.55% | 0.58% | 123 | -334 | -0.72% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 44,706 | 8,110 | 0.38% | 0.45% | 124 | -1,872 | -4.02% | Q1 2026 | Apr 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 43,468 | 7,885 | 0.25% | 0.27% | 125 | +565 | 1.32% | Q1 2026 | Apr 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 43,408 | 7,875 | 0.03% | 0.03% | 126 | -773 | -1.75% | Q1 2026 | May 13, 2026 |
| MA Private Wealth | History | Reduced | 43,204 | 7,838 | 1.33% | 1.45% | 127 | -464 | -1.06% | Q1 2026 | May 07, 2026 |
| BBR PARTNERS, LLC | History | Added to | 43,189 | 7,835 | 0.44% | 0.44% | 128 | +2,016 | 4.9% | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 43,015 | 7,803 | 0.31% | 0.33% | 129 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 42,321 | 7,677 | 0.0% | 0.0% | 130 | -67,091 | -61.32% | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | Added to | 41,784 | 7,580 | 3.67% | 4.63% | 131 | +11,387 | 37.46% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 41,105 | 7,457 | 0.93% | 1.09% | 132 | -3,721 | -8.3% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 40,440 | 7,336 | 0.0% | 0.0% | 133 | +3,282 | 8.83% | Q1 2026 | May 12, 2026 |
| Prostatis Group LLC | History | Reduced | 40,263 | 7,304 | 1.87% | 2.56% | 134 | -13,458 | -25.05% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 39,078 | 7,089 | 0.41% | 0.47% | 135 | -1,213 | -3.01% | Q1 2026 | Apr 29, 2026 |
| Keebeck Wealth Management | History | Reduced | 39,071 | 7,088 | 0.8% | 0.98% | 136 | -3,292 | -7.77% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 38,939 | 7,064 | 0.03% | 0.03% | 137 | -1,120 | -2.8% | Q1 2026 | May 13, 2026 |
| Simmons Bank | History | Reduced | 38,605 | 7,003 | 0.47% | 0.53% | 138 | -1,306 | -3.27% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 38,489 | 6,982 | 0.01% | 0.01% | 139 | -3,409 | -8.14% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 33,097 | 6,952 | 0.48% | 0.5% | 140 | -1,380 | -4.0% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 37,755 | 6,849 | 0.16% | 0.19% | 141 | -1,829 | -4.62% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 37,191 | 6,747 | 0.1% | 0.12% | 142 | -1,759 | -4.52% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 33,541 | 6,697 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 36,797 | 6,675 | 0.17% | 0.19% | 144 | -1,987 | -5.12% | Q1 2026 | Apr 29, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 35,716 | 6,479 | 1.9% | 2.45% | 145 | -8,164 | -18.61% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 35,589 | 6,456 | 0.0% | 0.0% | 146 | -2,078 | -5.52% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 35,385 | 6,419 | 0.13% | 0.16% | 147 | -685 | -1.9% | Q1 2026 | Apr 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 35,364 | 6,415 | 1.69% | 2.01% | 148 | -289 | -0.81% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 35,147 | 6,376 | 0.16% | 0.16% | 149 | +4,921 | 16.28% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 34,629 | 6,282 | 0.1% | 0.12% | 150 | +4,615 | 15.38% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 34,045 | 6,176 | 0.01% | 0.0% | 151 | +31,011 | 1022.12% | Q1 2026 | May 01, 2026 |
| Belvedere Trading LLC | History | New | 33,778 | 6,128 | 0.01% | — | 152 | +33,778 | New | Q1 2026 | May 12, 2026 |
| Kingsman Wealth Management, Inc. | History | Reduced | 33,665 | 6,107 | 3.43% | 3.86% | 153 | -2,039 | -5.71% | Q1 2026 | Apr 21, 2026 |
| Gerald Baker Financial Group LLC | History | New | 33,630 | 6,101 | 1.93% | — | 154 | +33,630 | New | Q1 2026 | May 06, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 33,616 | 6,098 | 1.03% | 1.1% | 155 | -142 | -0.42% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Reduced | 33,024 | 5,991 | 0.17% | 0.18% | 156 | -515 | -1.54% | Q1 2026 | May 04, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 32,810 | 5,952 | 0.25% | 0.27% | 157 | -170 | -0.52% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 32,693 | 5,931 | 0.03% | 0.04% | 158 | -1,081 | -3.2% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 32,570 | 5,908 | 0.03% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SWMG, LLC | History | Added to | 32,260 | 5,852 | 1.67% | 1.59% | 160 | +2,670 | 9.02% | Q1 2026 | Apr 24, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 32,215 | 5,844 | 1.31% | 1.5% | 161 | -83 | -0.26% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 32,102 | 5,824 | 0.22% | 0.23% | 162 | +360 | 1.13% | Q1 2026 | May 11, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 31,984 | 5,802 | 1.61% | 1.71% | 163 | -165 | -0.51% | Q1 2026 | May 12, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 31,350 | 5,687 | 1.31% | 1.45% | 164 | -515 | -1.62% | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 31,260 | 5,671 | 0.43% | 0.49% | 165 | -980 | -3.04% | Q1 2026 | Apr 08, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 31,235 | 5,666 | 2.04% | 2.72% | 166 | -6,372 | -16.94% | Q1 2026 | Apr 14, 2026 |
| Security Financial Services, INC. | History | No change | 28,008 | 5,592 | 0.88% | 0.88% | 167 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Independent Advisor Alliance | History | Added to | 30,798 | 5,587 | 0.06% | 0.01% | 168 | +29,020 | 1632.17% | Q1 2026 | May 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 30,220 | 5,482 | 0.87% | 0.96% | 169 | -614 | -1.99% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 22,616 | 5,397 | 0.53% | 0.59% | 170 | +244 | 1.09% | Q1 2026 | May 12, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 29,619 | 5,373 | 0.37% | 0.75% | 171 | -25,799 | -46.55% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 29,462 | 5,344 | 0.03% | 0.06% | 172 | -53,369 | -64.43% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 29,377 | 5,329 | 0.02% | 0.02% | 173 | -923 | -3.05% | Q1 2026 | May 08, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 28,950 | 5,252 | 4.51% | — | 174 | +28,950 | New | Q1 2026 | Apr 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 28,877 | 5,245 | 0.66% | 1.14% | 175 | -15,187 | -34.47% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 28,755 | 5,216 | 0.31% | 0.34% | 176 | -145 | -0.5% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 26,094 | 5,210 | 0.38% | 0.38% | 177 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 27,976 | 5,075 | 0.13% | 0.19% | 178 | -7,449 | -21.03% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 27,484 | 4,986 | 0.01% | 0.01% | 179 | -8,509 | -23.64% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Reduced | 27,433 | 4,976 | 0.1% | 0.11% | 180 | -1,198 | -4.18% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Added to | 27,378 | 4,966 | 0.06% | 0.06% | 181 | +2,555 | 10.29% | Q1 2026 | May 01, 2026 |
| Montecito Bank & Trust | History | Reduced | 27,351 | 4,962 | 0.82% | 0.87% | 182 | -22 | -0.08% | Q1 2026 | Apr 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 27,044 | 4,906 | 0.31% | 0.33% | 183 | +1,687 | 6.65% | Q1 2026 | Apr 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 26,928 | 4,885 | 0.01% | 0.01% | 184 | +2,366 | 9.63% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 26,696 | 4,843 | 0.06% | 0.06% | 185 | +743 | 2.86% | Q1 2026 | Apr 28, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 26,658 | 4,836 | 0.0% | 0.0% | 186 | -3,950 | -12.91% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | Reduced | 26,330 | 4,776 | 2.38% | 2.67% | 187 | -628 | -2.33% | Q1 2026 | Apr 30, 2026 |
| Eagle Strategies LLC | History | Added to | 26,233 | 4,759 | 0.57% | 0.34% | 188 | +12,730 | 94.28% | Q1 2026 | Apr 20, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 26,233 | 4,759 | 2.25% | 2.7% | 189 | -1,406 | -5.09% | Q1 2026 | Apr 30, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 26,076 | 4,730 | 3.19% | 3.43% | 190 | -509 | -1.91% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 25,984 | 4,714 | 0.01% | 0.01% | 191 | +2,748 | 11.83% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 25,957 | 4,709 | 0.15% | 0.19% | 192 | -133 | -0.51% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 26,787 | 4,664 | 0.14% | 0.16% | 193 | -15 | -0.06% | Q1 2026 | May 11, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 25,680 | 4,659 | 2.72% | 4.16% | 194 | -15,888 | -38.22% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 24,982 | 4,532 | 0.15% | 0.3% | 195 | -17,746 | -41.53% | Q1 2026 | Apr 07, 2026 |
| CPR Investments Inc. | History | Reduced | 24,959 | 4,528 | 3.02% | 7.7% | 196 | -32,515 | -56.57% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 24,926 | 4,522 | 0.08% | 0.09% | 197 | -271 | -1.08% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 22,507 | 4,494 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 24,759 | 4,491 | 0.02% | 0.02% | 199 | +6,905 | 38.67% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 24,649 | 4,471 | 0.06% | 0.05% | 200 | +4,291 | 21.08% | Q1 2026 | May 01, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 24,623 | 4,467 | 0.06% | 0.08% | 201 | -1,120 | -4.35% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Added to | 24,605 | 4,463 | 0.02% | 0.02% | 202 | +2,184 | 9.74% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 24,462 | 4,437 | 0.16% | 0.3% | 203 | -18,421 | -42.96% | Q1 2026 | Apr 14, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 24,415 | 4,429 | 1.66% | 1.76% | 204 | +9 | 0.04% | Q1 2026 | May 08, 2026 |
| Elevated Financial Group LLC | History | Reduced | 24,366 | 4,420 | 1.44% | 2.77% | 205 | -15,780 | -39.31% | Q1 2026 | May 11, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 24,200 | 4,390 | 1.3% | 1.45% | 206 | +173 | 0.72% | Q1 2026 | Apr 24, 2026 |
| WBH ADVISORY INC | History | Reduced | 23,717 | 4,373 | 0.33% | 0.35% | 207 | -159 | -0.67% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 23,893 | 4,334 | 0.17% | 0.18% | 208 | -435 | -1.79% | Q1 2026 | May 12, 2026 |
| Rathbones Group PLC | History | Reduced | 23,746 | 4,307 | 0.02% | 0.02% | 209 | -1,414 | -5.62% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 23,732 | 4,305 | 0.12% | 0.04% | 210 | +17,651 | 290.26% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 23,186 | 4,206 | 0.21% | 0.24% | 211 | +201 | 0.87% | Q1 2026 | Apr 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 23,144 | 4,198 | 0.02% | 0.02% | 212 | +1,508 | 6.97% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 22,983 | 4,169 | 0.1% | 0.11% | 213 | +593 | 2.65% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 22,749 | 4,127 | 0.02% | 0.02% | 214 | -735 | -3.13% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 22,745 | 4,126 | 0.1% | 0.1% | 215 | +2,857 | 14.37% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | No change | 22,678 | 4,114 | 0.34% | 0.37% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 30,268 | 4,087 | 2.74% | 3.3% | 217 | +3,991 | 15.19% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 22,475 | 4,077 | 0.09% | 0.18% | 218 | -18,098 | -44.61% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 22,352 | 4,055 | 0.25% | 0.37% | 219 | -7,372 | -24.8% | Q1 2026 | Apr 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 18,190 | 3,967 | 0.31% | 0.3% | 220 | +309 | 1.73% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 21,691 | 3,935 | 0.25% | 0.29% | 221 | -254 | -1.16% | Q1 2026 | May 15, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 21,667 | 3,930 | 0.67% | 0.6% | 222 | +4,700 | 27.7% | Q1 2026 | May 01, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 17,954 | 3,921 | 0.54% | 0.56% | 223 | -489 | -2.65% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 21,454 | 3,892 | 0.02% | 0.01% | 224 | +10,674 | 99.02% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 21,354 | 3,874 | 0.22% | 0.25% | 225 | +10,783 | 102.01% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,060 | 3,820 | 0.05% | 0.05% | 226 | -483 | -2.24% | Q1 2026 | Apr 20, 2026 |
| ALLSTATE CORP | History | Reduced | 20,956 | 3,801 | 0.04% | 0.08% | 227 | -7,124 | -25.37% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 20,954 | 3,801 | 0.06% | 0.1% | 228 | -5,644 | -21.22% | Q1 2026 | May 18, 2026 |
| Ascent Group, LLC | History | Reduced | 20,941 | 3,799 | 0.13% | 0.15% | 229 | -677 | -3.13% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 20,920 | 3,795 | 0.08% | 0.09% | 230 | -881 | -4.04% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 20,700 | 3,755 | 0.01% | 0.0% | 231 | +18,315 | 767.92% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 15,608 | 3,700 | 0.1% | 0.13% | 232 | +879 | 5.97% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 20,290 | 3,680 | 0.06% | 0.07% | 233 | -1,225 | -5.69% | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 20,251 | 3,673 | 0.01% | 0.01% | 234 | -2,656 | -11.59% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,123 | 3,650 | 0.08% | 0.1% | 235 | -3,051 | -13.17% | Q1 2026 | May 01, 2026 |
| Counterweight Ventures, LLC | History | Reduced | 20,074 | 3,641 | 2.04% | 2.96% | 236 | -6,319 | -23.94% | Q1 2026 | Apr 27, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 20,033 | 3,634 | 0.12% | 0.13% | 237 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 19,855 | 3,602 | 0.2% | 0.14% | 238 | +7,152 | 56.3% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 19,793 | 3,590 | 0.2% | 0.38% | 239 | -12,123 | -37.98% | Q1 2026 | Apr 09, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 19,777 | 3,587 | 0.16% | 0.18% | 240 | -561 | -2.76% | Q1 2026 | Apr 09, 2026 |
| Midwest Trust Co | History | Added to | 19,377 | 3,515 | 0.04% | 0.05% | 241 | +12 | 0.06% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 19,311 | 3,503 | 0.12% | 0.15% | 242 | -2,108 | -9.84% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 19,194 | 3,482 | 0.04% | 0.05% | 243 | -242 | -1.25% | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 18,957 | 3,439 | 0.33% | 0.67% | 244 | -17,253 | -47.65% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 15,908 | 3,435 | 0.22% | 0.43% | 245 | -16,679 | -51.18% | Q1 2026 | May 12, 2026 |
| Mosley Wealth Management | History | Added to | 17,399 | 3,407 | 1.54% | 1.59% | 246 | +97 | 0.56% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 18,708 | 3,394 | 0.04% | 0.05% | 247 | -139 | -0.74% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 18,460 | 3,348 | 0.47% | 0.55% | 248 | -1,388 | -6.99% | Q1 2026 | Apr 15, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 18,415 | 3,341 | 1.21% | 1.34% | 249 | -336 | -1.79% | Q1 2026 | May 07, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 18,387 | 3,335 | 0.14% | 0.16% | 250 | +155 | 0.85% | Q1 2026 | Apr 30, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,359 | 3,330 | 0.09% | 0.09% | 251 | +829 | 4.73% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 18,322 | 3,324 | 0.04% | 0.06% | 252 | -4,101 | -18.29% | Q1 2026 | May 11, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 18,143 | 3,291 | 1.06% | 1.3% | 253 | -1,513 | -7.7% | Q1 2026 | May 01, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 18,139 | 3,290 | 0.11% | 0.12% | 254 | +1 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 18,107 | 3,285 | 2.88% | 3.19% | 255 | +254 | 1.42% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 18,081 | 3,280 | 0.04% | 0.35% | 256 | -134,734 | -88.17% | Q1 2026 | Apr 20, 2026 |
| Inscription Capital, LLC | History | Added to | 18,067 | 3,277 | 0.34% | 0.36% | 257 | +555 | 3.17% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 18,044 | 3,273 | 0.0% | 0.0% | 258 | -287 | -1.57% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 17,820 | 3,232 | 0.08% | 0.08% | 259 | -314 | -1.73% | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 17,634 | 3,199 | 0.42% | 0.46% | 260 | -63 | -0.36% | Q1 2026 | Apr 27, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 17,630 | 3,198 | 0.41% | 1.03% | 261 | -24,614 | -58.27% | Q1 2026 | Apr 07, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 15,939 | 3,182 | 1.9% | 1.9% | 262 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 17,528 | 3,179 | 0.34% | 1.51% | 263 | -51,734 | -74.69% | Q1 2026 | May 12, 2026 |
| Amundi | History | Reduced | 17,327 | 3,143 | 0.0% | 0.0% | 264 | -1,321 | -7.08% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 17,279 | 3,134 | 0.14% | 0.19% | 265 | +12 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,175 | 3,115 | 0.11% | 0.13% | 266 | +3,539 | 25.95% | Q1 2026 | May 19, 2026 |
| RFG Advisory, LLC | History | Reduced | 17,168 | 3,114 | 0.06% | 0.06% | 267 | -99 | -0.57% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | No change | 17,101 | 3,102 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 16,903 | 3,066 | 0.51% | 0.61% | 269 | -208 | -1.22% | Q1 2026 | Apr 16, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 16,800 | 3,048 | 0.62% | 0.79% | 270 | +570 | 3.51% | Q1 2026 | Apr 13, 2026 |
| Haverford Trust Co | History | No change | 16,784 | 3,044 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 16,533 | 3,000 | 0.01% | 0.01% | 272 | -3,707 | -18.32% | Q1 2026 | May 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 16,409 | 2,977 | 1.31% | 1.92% | 273 | -4,724 | -22.35% | Q1 2026 | Apr 27, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 16,184 | 2,936 | 2.17% | 2.17% | 274 | -304 | -1.84% | Q1 2026 | Apr 16, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 16,067 | 2,914 | 0.89% | 0.92% | 275 | +1,281 | 8.66% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,035 | 2,909 | 0.02% | 0.02% | 276 | +2,334 | 17.04% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 15,999 | 2,902 | 0.45% | 0.5% | 277 | +297 | 1.89% | Q1 2026 | May 06, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 15,978 | 2,898 | 1.25% | 1.44% | 278 | +71 | 0.45% | Q1 2026 | Apr 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 15,969 | 2,897 | 0.29% | 0.39% | 279 | -3,854 | -19.44% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 15,921 | 2,888 | 0.01% | 0.01% | 280 | +481 | 3.12% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,916 | 2,887 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 15,861 | 2,877 | 1.06% | 1.17% | 282 | -128 | -0.8% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 15,753 | 2,858 | 0.03% | 0.02% | 283 | +5,865 | 59.31% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 15,746 | 2,856 | 0.04% | 0.04% | 284 | -399 | -2.47% | Q1 2026 | May 12, 2026 |
| Adams Wealth Management | History | Added to | 15,612 | 2,832 | 0.62% | 0.61% | 285 | +1,268 | 8.84% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 15,612 | 2,832 | 0.55% | 0.53% | 286 | +1,268 | 8.84% | Q1 2026 | May 11, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 15,597 | 2,829 | 1.77% | — | 287 | +15,597 | New | Q1 2026 | Apr 14, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 15,566 | 2,824 | 0.45% | 1.12% | 288 | -18,375 | -54.14% | Q1 2026 | May 07, 2026 |
| Wallace Hart LLC | History | Added to | 15,460 | 2,804 | 3.86% | 1.35% | 289 | +6,285 | 68.5% | Q1 2026 | May 08, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 15,285 | 2,773 | 1.44% | 1.69% | 290 | -373 | -2.38% | Q1 2026 | Apr 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 15,274 | 2,771 | 0.37% | 0.44% | 291 | -81 | -0.53% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,259 | 2,768 | 0.16% | 0.18% | 292 | -192 | -1.24% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 15,080 | 2,735 | 0.09% | 0.07% | 293 | +2,864 | 23.44% | Q1 2026 | Apr 24, 2026 |
| Glenview Trust Co | History | Reduced | 15,060 | 2,732 | 0.04% | 0.05% | 294 | -2,060 | -12.03% | Q1 2026 | May 08, 2026 |
| Leeward Financial Partners, LLC | History | No change | 15,002 | 2,721 | 0.81% | 0.84% | 295 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 14,991 | 2,719 | 0.25% | 0.26% | 296 | -215 | -1.41% | Q1 2026 | Apr 30, 2026 |
| KKM Financial LLC | History | No change | 13,505 | 2,696 | 0.48% | 0.48% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Second Half Financial Partners, LLC | History | No change | 14,855 | 2,694 | 1.21% | 1.32% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| W ADVISORS, LLC | History | Reduced | 14,841 | 2,692 | 1.38% | 1.5% | 299 | -96 | -0.64% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 14,754 | 2,676 | 0.02% | 0.02% | 300 | -544 | -3.56% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 14,674 | 2,662 | 1.73% | 1.52% | 301 | +3,599 | 32.5% | Q1 2026 | Apr 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 14,651 | 2,658 | 0.04% | 0.08% | 302 | -9,436 | -39.17% | Q1 2026 | May 15, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 14,544 | 2,638 | 0.86% | 1.01% | 303 | -1,272 | -8.04% | Q1 2026 | Apr 21, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 14,501 | 2,630 | 0.95% | 1.12% | 304 | -2,209 | -13.22% | Q1 2026 | May 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 14,430 | 2,617 | 0.17% | 0.2% | 305 | -1,057 | -6.83% | Q1 2026 | May 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 14,419 | 2,615 | 0.22% | 0.25% | 306 | -1,289 | -8.21% | Q1 2026 | May 11, 2026 |
| EWA, LLC | History | Added to | 14,233 | 2,582 | 0.59% | 0.56% | 307 | +2,819 | 24.7% | Q1 2026 | Apr 23, 2026 |
| Concorde Asset Management, LLC | History | No change | 12,909 | 2,577 | 1.03% | 1.03% | 308 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LongView Wealth Management | History | Reduced | 12,687 | 2,560 | 0.64% | 0.63% | 309 | -304 | -2.34% | Q1 2026 | Apr 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 13,837 | 2,510 | 0.58% | 0.65% | 310 | -317 | -2.24% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,798 | 2,503 | 0.01% | 0.05% | 311 | -31,002 | -69.2% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 13,794 | 2,502 | 0.0% | 0.0% | 312 | +9,438 | 216.67% | Q1 2026 | May 13, 2026 |
| May Hill Capital, LLC | History | Added to | 13,718 | 2,488 | 0.62% | 0.52% | 313 | +4,127 | 43.03% | Q1 2026 | May 06, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 13,692 | 2,484 | 2.03% | 2.22% | 314 | -188 | -1.35% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 13,581 | 2,463 | 0.02% | 0.03% | 315 | -2,207 | -13.98% | Q1 2026 | May 01, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 13,555 | 2,459 | 0.47% | 0.53% | 316 | -1,298 | -8.74% | Q1 2026 | Apr 29, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 13,485 | 2,446 | 0.22% | 0.24% | 317 | -11 | -0.08% | Q1 2026 | May 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 13,408 | 2,432 | 0.56% | 0.61% | 318 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 13,316 | 2,415 | 0.14% | 0.18% | 319 | +218 | 1.66% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Reduced | 13,287 | 2,410 | 0.11% | 0.14% | 320 | -1,985 | -13.0% | Q1 2026 | Apr 27, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 13,140 | 2,383 | 0.29% | 0.32% | 321 | +65 | 0.5% | Q1 2026 | Apr 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 13,103 | 2,377 | 0.13% | 0.15% | 322 | +207 | 1.61% | Q1 2026 | Apr 16, 2026 |
| Quantbot Technologies LP | History | Added to | 13,013 | 2,360 | 0.1% | 0.02% | 323 | +10,359 | 390.32% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 12,924 | 2,344 | 0.65% | 0.69% | 324 | +128 | 1.0% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 12,825 | 2,326 | 0.01% | 0.02% | 325 | -502 | -3.77% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Reduced | 12,689 | 2,302 | 0.04% | 0.05% | 326 | -1,438 | -10.18% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 12,502 | 2,268 | 0.01% | 0.01% | 327 | +183 | 1.49% | Q1 2026 | May 14, 2026 |
| EQ LLC | History | Added to | 12,471 | 2,262 | 0.64% | 0.64% | 328 | +1,371 | 12.35% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | No change | 12,465 | 2,261 | 0.2% | 0.2% | 329 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | Added to | 10,758 | 2,260 | 0.03% | 0.04% | 330 | +102 | 0.96% | Q1 2026 | Apr 20, 2026 |
| Montis Financial, LLC | History | Reduced | 12,388 | 2,247 | 0.46% | 0.51% | 331 | -485 | -3.77% | Q1 2026 | May 11, 2026 |
| Ballew Advisors, Inc | History | Reduced | 11,536 | 2,233 | 1.26% | 1.34% | 332 | -256 | -2.17% | Q1 2026 | Apr 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 12,149 | 2,204 | 0.1% | 0.13% | 333 | -1,702 | -12.29% | Q1 2026 | May 18, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 11,951 | 2,168 | 0.46% | 0.53% | 334 | -695 | -5.5% | Q1 2026 | May 13, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 11,854 | 2,150 | 0.66% | 0.8% | 335 | -1,380 | -10.43% | Q1 2026 | Apr 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 11,796 | 2,140 | 0.16% | 0.18% | 336 | -1,462 | -11.03% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Reduced | 11,769 | 2,135 | 0.12% | 0.17% | 337 | -3,423 | -22.53% | Q1 2026 | May 04, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 11,679 | 2,118 | 0.07% | 0.08% | 338 | -15 | -0.13% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 11,658 | 2,114 | 0.06% | 0.05% | 339 | +3,524 | 43.32% | Q1 2026 | Apr 09, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 11,593 | 2,104 | 0.02% | 0.03% | 340 | -2,727 | -19.04% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 11,548 | 2,094 | 0.12% | 0.13% | 341 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 11,515 | 2,089 | 0.08% | 0.14% | 342 | -7,679 | -40.01% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,380 | 2,087 | 0.11% | 0.1% | 343 | +758 | 7.14% | Q1 2026 | May 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 11,246 | 2,084 | 0.45% | 0.46% | 344 | +257 | 2.34% | Q1 2026 | Apr 08, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 11,399 | 2,068 | 0.5% | 0.52% | 345 | -88 | -0.77% | Q1 2026 | Apr 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 11,301 | 2,050 | 0.14% | — | 346 | +11,301 | New | Q1 2026 | May 07, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 11,239 | 2,038 | 0.32% | 0.35% | 347 | -92 | -0.81% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,228 | 2,037 | 0.11% | 0.12% | 348 | +358 | 3.29% | Q1 2026 | Apr 17, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 11,195 | 2,030 | 1.54% | 1.6% | 349 | -4 | -0.04% | Q1 2026 | May 08, 2026 |
| Legacy Private Trust Co. | History | Reduced | 11,158 | 2,024 | 0.12% | 0.13% | 350 | -204 | -1.8% | Q1 2026 | Apr 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 11,105 | 2,014 | 0.22% | 0.22% | 351 | +209 | 1.92% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 9,306 | 2,009 | 0.04% | 0.06% | 352 | +2,935 | 46.07% | Q1 2026 | May 01, 2026 |
| CPWA, LLC | History | New | 8,365 | 2,007 | 2.4% | — | 353 | +8,365 | New | Q1 2026 | May 13, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 11,035 | 2,002 | 0.19% | 0.22% | 354 | -375 | -3.29% | Q1 2026 | Apr 30, 2026 |
| S. R. Schill & Associates | History | New | 10,956 | 1,987 | 1.34% | — | 356 | +10,956 | New | Q1 2026 | May 01, 2026 |
| Redwood Financial Network Corp | History | Added to | 10,954 | 1,987 | 1.3% | 1.31% | 355 | +647 | 6.28% | Q1 2026 | May 14, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 10,702 | 1,941 | 0.33% | 0.36% | 357 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Apollon Financial, LLC | History | Reduced | 10,694 | 1,940 | 0.27% | 0.32% | 358 | -250 | -2.28% | Q1 2026 | Apr 22, 2026 |
| Allen Investment Management, LLC | History | No change | 10,606 | 1,924 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 10,480 | 1,901 | 0.7% | 0.76% | 360 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Financial Private Client, LLC | History | No change | 10,464 | 1,898 | 0.62% | 0.73% | 361 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| High Falls Advisors, Inc | History | No change | 9,487 | 1,894 | 0.38% | 0.38% | 362 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 10,175 | 1,891 | 0.52% | 0.63% | 363 | -680 | -6.26% | Q1 2026 | Apr 08, 2026 |
| NCM Capital Management, LLC | History | Reduced | 10,422 | 1,890 | 0.68% | 0.78% | 364 | -50 | -0.48% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 10,410 | 1,888 | 0.13% | 0.16% | 365 | -77 | -0.73% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 10,273 | 1,863 | 0.11% | 0.12% | 366 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WESBANCO BANK INC | History | No change | 10,216 | 1,853 | 0.05% | 0.06% | 367 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 10,105 | 1,833 | 0.02% | 0.03% | 368 | +109 | 1.09% | Q1 2026 | Apr 23, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 10,079 | 1,828 | 0.18% | 0.23% | 369 | -1,697 | -14.41% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 10,063 | 1,825 | 0.11% | 0.12% | 370 | -69 | -0.68% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Reduced | 10,044 | 1,822 | 0.02% | 0.03% | 371 | -5,189 | -34.06% | Q1 2026 | Apr 16, 2026 |
| West Wealth Group, LLC | History | Reduced | 9,962 | 1,807 | 0.36% | 0.45% | 372 | -924 | -8.49% | Q1 2026 | May 11, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 9,941 | 1,803 | 0.51% | 0.65% | 373 | -2,217 | -18.23% | Q1 2026 | Apr 16, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,869 | 1,790 | 0.08% | 0.09% | 375 | -120 | -1.2% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Reduced | 9,869 | 1,790 | 0.08% | 0.09% | 374 | -34 | -0.34% | Q1 2026 | Apr 30, 2026 |
| Magnus Financial Group LLC | History | Reduced | 9,820 | 1,781 | 0.14% | 0.16% | 376 | -887 | -8.28% | Q1 2026 | Apr 10, 2026 |
| Northside Capital Management, LLC | History | No change | 9,800 | 1,777 | 0.16% | 0.17% | 377 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,139 | 1,759 | 0.11% | 0.1% | 378 | -1,072 | -9.56% | Q1 2026 | Apr 24, 2026 |
| Maia Wealth LLC | History | Reduced | 9,629 | 1,746 | 0.3% | 0.33% | 379 | -449 | -4.46% | Q1 2026 | May 08, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 9,535 | 1,729 | 0.66% | 0.78% | 380 | -297 | -3.02% | Q1 2026 | Apr 21, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 9,500 | 1,723 | 0.11% | 0.12% | 381 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 9,468 | 1,717 | 0.04% | 0.05% | 382 | -640 | -6.33% | Q1 2026 | May 15, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 9,388 | 1,703 | 0.81% | 0.88% | 383 | -99 | -1.04% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 9,376 | 1,700 | 0.01% | 0.01% | 384 | -294 | -3.04% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,170 | 1,691 | 0.12% | 0.13% | 385 | -185 | -1.98% | Q1 2026 | May 01, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 9,312 | 1,689 | 0.17% | 0.18% | 386 | -15 | -0.16% | Q1 2026 | May 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 9,301 | 1,687 | 0.56% | 0.62% | 387 | -28 | -0.3% | Q1 2026 | May 05, 2026 |
| Kelly Financial Services LLC | History | Reduced | 9,280 | 1,684 | 0.41% | 0.49% | 388 | -425 | -4.38% | Q1 2026 | Apr 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 9,275 | 1,682 | 0.21% | 0.23% | 389 | -169 | -1.79% | Q1 2026 | Apr 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,262 | 1,680 | 0.01% | 0.01% | 390 | +634 | 7.35% | Q1 2026 | May 12, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 9,217 | 1,672 | 0.2% | 0.22% | 391 | -130 | -1.39% | Q1 2026 | May 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 9,216 | 1,671 | 0.04% | 0.04% | 392 | +898 | 10.8% | Q1 2026 | Apr 15, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 9,200 | 1,669 | 0.42% | 0.45% | 393 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Austin Private Wealth, LLC | History | No change | 8,331 | 1,663 | 0.12% | 0.12% | 394 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,146 | 1,659 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 9,132 | 1,656 | 0.3% | 1.06% | 396 | -22,785 | -71.39% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 9,044 | 1,640 | 0.01% | — | 397 | +9,044 | New | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 9,039 | 1,639 | 0.06% | 0.06% | 398 | -62 | -0.68% | Q1 2026 | May 07, 2026 |
| Montz Harcus Wealth Management LLC | History | Reduced | 9,011 | 1,634 | 0.66% | 0.85% | 400 | -1,442 | -13.8% | Q1 2026 | Apr 29, 2026 |
| Advisory Alpha, LLC | History | Reduced | 9,010 | 1,634 | 0.04% | 0.05% | 399 | -395 | -4.2% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,979 | 1,628 | 0.02% | 0.02% | 401 | -198 | -2.16% | Q1 2026 | Apr 20, 2026 |
| Catalina Capital Group, LLC | History | Added to | 8,824 | 1,600 | 0.95% | 1.06% | 402 | +63 | 0.72% | Q1 2026 | Apr 23, 2026 |
| Investment Advisory Group, LLC | History | Added to | 8,738 | 1,585 | 0.4% | 0.44% | 403 | +197 | 2.31% | Q1 2026 | Apr 22, 2026 |
| HCR Wealth Advisors | History | Reduced | 8,654 | 1,570 | 0.16% | 0.18% | 404 | -560 | -6.08% | Q1 2026 | Apr 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 8,584 | 1,557 | 0.05% | 0.06% | 405 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Samara Investment Management, LLC | History | New | 8,566 | 1,554 | 1.61% | — | 406 | +8,566 | New | Q1 2026 | May 07, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 8,551 | 1,551 | 0.06% | 0.07% | 407 | -55 | -0.64% | Q1 2026 | Apr 13, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 8,527 | 1,546 | 0.21% | 0.23% | 408 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | Reduced | 8,470 | 1,536 | 0.48% | 0.54% | 409 | -11 | -0.13% | Q1 2026 | Apr 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 8,398 | 1,523 | 0.08% | 0.13% | 410 | -3,675 | -30.44% | Q1 2026 | Apr 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,334 | 1,511 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 8,312 | 1,507 | 0.62% | 0.69% | 412 | -165 | -1.95% | Q1 2026 | Apr 21, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 8,260 | 1,498 | 0.05% | 0.05% | 413 | +2 | 0.02% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 8,250 | 1,497 | 0.05% | 0.05% | 414 | -560 | -6.36% | Q1 2026 | Apr 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,454 | 1,488 | 0.07% | 0.07% | 415 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 8,192 | 1,486 | 0.6% | 0.63% | 416 | -86 | -1.04% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,180 | 1,483 | 0.01% | 0.01% | 417 | -501 | -5.77% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Added to | 7,970 | 1,469 | 0.3% | 0.44% | 418 | +794 | 11.06% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 8,093 | 1,468 | 0.08% | 0.1% | 419 | +1,038 | 14.71% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 7,352 | 1,468 | 0.03% | 0.03% | 420 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 8,076 | 1,465 | 0.19% | 0.22% | 421 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 8,007 | 1,452 | 0.02% | 0.01% | 422 | +5,011 | 167.26% | Q1 2026 | May 13, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 8,002 | 1,451 | 1.21% | 1.33% | 424 | -27 | -0.34% | Q1 2026 | May 14, 2026 |
| Bawa N Mallick Trust | History | No change | 8,000 | 1,451 | 0.59% | 0.59% | 423 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 7,997 | 1,450 | 0.11% | 0.12% | 425 | +8 | 0.1% | Q1 2026 | Apr 24, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,844 | 1,446 | 0.02% | 0.03% | 426 | -1,093 | -12.23% | Q1 2026 | May 14, 2026 |
| Asempa Wealth Advisors | History | Reduced | 7,842 | 1,446 | 1.26% | 1.36% | 427 | -58 | -0.73% | Q1 2026 | Apr 08, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 7,957 | 1,443 | 0.19% | 0.22% | 428 | -713 | -8.22% | Q1 2026 | Apr 08, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 7,939 | 1,440 | 1.05% | 1.19% | 429 | -231 | -2.83% | Q1 2026 | May 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 7,936 | 1,439 | 0.01% | 0.02% | 430 | -459 | -5.47% | Q1 2026 | Apr 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,171 | 1,431 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,841 | 1,422 | 0.13% | 0.14% | 432 | -346 | -4.23% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 7,747 | 1,405 | 0.01% | 0.01% | 433 | +129 | 1.69% | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 7,683 | 1,393 | 0.32% | 0.37% | 434 | -1,528 | -16.59% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Added to | 7,657 | 1,389 | 0.02% | 0.03% | 435 | +347 | 4.75% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 9,840 | 1,381 | 0.44% | 0.16% | 436 | +5,519 | 127.73% | Q1 2026 | Apr 23, 2026 |
| Moors & Cabot, Inc. | History | Added to | 7,612 | 1,380 | 0.06% | 0.06% | 437 | +269 | 3.66% | Q1 2026 | May 08, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 7,596 | 1,378 | 0.19% | 0.8% | 438 | -20,943 | -73.38% | Q1 2026 | Apr 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,573 | 1,373 | 0.14% | — | 439 | +7,573 | New | Q1 2026 | Apr 23, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 7,533 | 1,366 | 0.24% | — | 440 | +7,533 | New | Q1 2026 | Apr 28, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 7,381 | 1,339 | 0.05% | 0.05% | 441 | -428 | -5.48% | Q1 2026 | Apr 21, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 6,761 | 1,336 | 0.95% | 0.89% | 442 | -7 | -0.1% | Q1 2026 | Apr 16, 2026 |
| Greenspring Advisors, LLC | History | Added to | 7,358 | 1,334 | 0.08% | 0.08% | 443 | +468 | 6.79% | Q1 2026 | May 04, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 6,680 | 1,333 | 0.45% | 0.45% | 444 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 7,316 | 1,327 | 0.03% | — | 446 | +7,316 | New | Q1 2026 | Apr 27, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 7,320 | 1,327 | 0.45% | 0.62% | 445 | -1,623 | -18.15% | Q1 2026 | May 04, 2026 |
| Harborfront Financial Group LLC | History | No change | 6,561 | 1,310 | 9.75% | 9.75% | 447 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 7,201 | 1,306 | 0.45% | 0.5% | 448 | +42 | 0.59% | Q1 2026 | Apr 29, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 7,185 | 1,303 | 0.44% | 0.42% | 449 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 6,529 | 1,303 | 0.38% | 0.38% | 450 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Invesco Ltd. | History | Added to | 7,167 | 1,300 | 0.0% | 0.0% | 451 | +81 | 1.14% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 6,945 | 1,279 | 0.0% | 0.01% | 452 | -4,867 | -41.2% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,995 | 1,269 | 0.1% | 0.18% | 453 | -4,347 | -38.33% | Q1 2026 | Apr 22, 2026 |
| M3 Advisory Group, LLC | History | Added to | 6,977 | 1,265 | 0.78% | 0.85% | 454 | +5 | 0.07% | Q1 2026 | Apr 22, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 6,954 | 1,261 | 0.03% | 0.03% | 455 | -819 | -10.54% | Q1 2026 | May 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 6,948 | 1,260 | 0.15% | 0.15% | 456 | +848 | 13.9% | Q1 2026 | Apr 27, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 6,925 | 1,256 | 0.08% | 0.09% | 457 | -545 | -7.3% | Q1 2026 | May 04, 2026 |
| Americana Partners, LLC | History | Added to | 6,892 | 1,250 | 0.03% | 0.01% | 458 | +4,781 | 226.48% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,882 | 1,248 | 0.09% | 0.1% | 459 | -40 | -0.58% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 6,837 | 1,245 | 0.19% | 0.22% | 460 | -15 | -0.22% | Q1 2026 | May 04, 2026 |
| Stanich Group LLC | History | Added to | 6,852 | 1,243 | 0.95% | 1.03% | 461 | +8 | 0.12% | Q1 2026 | Apr 15, 2026 |
| Accredited Investors Inc. | History | Added to | 6,814 | 1,236 | 0.07% | 0.03% | 462 | +4,390 | 181.11% | Q1 2026 | Apr 30, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 6,795 | 1,232 | 0.04% | 0.05% | 463 | -160 | -2.3% | Q1 2026 | Apr 20, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 6,780 | 1,230 | 0.8% | 0.92% | 464 | -390 | -5.44% | Q1 2026 | Apr 24, 2026 |
| Empowered Funds, LLC | History | New | 6,769 | 1,228 | 0.01% | — | 465 | +6,769 | New | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,748 | 1,224 | 0.02% | 0.03% | 466 | -214 | -3.07% | Q1 2026 | Apr 14, 2026 |
| Nikulski Financial, Inc. | History | Added to | 6,735 | 1,221 | 0.3% | 0.32% | 467 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| First Western Trust Bank | History | No change | 6,700 | 1,215 | 0.06% | 0.07% | 468 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Olde Wealth Management, LLC | History | No change | 6,667 | 1,209 | 0.38% | 0.41% | 469 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 6,629 | 1,202 | 0.86% | 1.29% | 470 | -2,711 | -29.03% | Q1 2026 | Apr 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 6,583 | 1,194 | 0.36% | 0.42% | 471 | +278 | 4.41% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Added to | 6,531 | 1,184 | 0.05% | 0.05% | 472 | +505 | 8.38% | Q1 2026 | Apr 28, 2026 |
| KPP Advisory Services LLC | History | Added to | 6,498 | 1,178 | 0.17% | 0.19% | 473 | +96 | 1.5% | Q1 2026 | Apr 24, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 6,490 | 1,177 | 0.88% | 0.95% | 474 | -123 | -1.86% | Q1 2026 | Apr 17, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 5,395 | 1,176 | 0.19% | 0.18% | 475 | -9 | -0.17% | Q1 2026 | May 08, 2026 |
| BROOKTREE CAPITAL MANAGEMENT | History | No change | 6,476 | 1,174 | 0.93% | 0.86% | 476 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Zhang Financial LLC | History | No change | 6,454 | 1,170 | 0.04% | 0.05% | 477 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,448 | 1,169 | 0.07% | 0.07% | 478 | -1 | -0.02% | Q1 2026 | Apr 24, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 6,424 | 1,165 | 0.27% | 0.3% | 479 | -156 | -2.37% | Q1 2026 | May 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 6,348 | 1,151 | 0.12% | 0.13% | 480 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MKT Advisors LLC | History | Added to | 6,118 | 1,145 | 0.38% | 0.38% | 481 | +588 | 10.63% | Q1 2026 | Apr 10, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 6,257 | 1,135 | 0.9% | 0.99% | 482 | -20 | -0.32% | Q1 2026 | Apr 16, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 6,240 | 1,132 | 0.53% | 0.68% | 483 | -1,478 | -19.15% | Q1 2026 | Apr 27, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 9,834 | 1,129 | 0.38% | 0.34% | 484 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stillwater Wealth Management Group | History | Added to | 6,180 | 1,121 | 0.69% | 0.79% | 485 | +330 | 5.64% | Q1 2026 | May 11, 2026 |
| DAGCO, INC. | History | Added to | 6,112 | 1,108 | 0.24% | 0.27% | 486 | +229 | 3.89% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,107 | 1,107 | 0.01% | 0.06% | 487 | -32,926 | -84.35% | Q1 2026 | May 13, 2026 |
| Accel Wealth Management | History | Reduced | 6,103 | 1,107 | 0.29% | 0.44% | 488 | -1,963 | -24.34% | Q1 2026 | Apr 08, 2026 |
| Hudson Portfolio Management LLC | History | No change | 6,100 | 1,106 | 0.93% | 1.05% | 489 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 6,069 | 1,101 | 0.14% | — | 490 | +6,069 | New | Q1 2026 | May 18, 2026 |
| Lavaca Capital LLC | History | No change | 6,059 | 1,099 | 0.19% | 0.2% | 491 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 6,019 | 1,091 | 0.25% | 1.79% | 492 | -32,140 | -84.23% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 6,000 | 1,088 | 0.75% | 0.81% | 493 | -135 | -2.2% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5,956 | 1,080 | 0.01% | 0.02% | 494 | -192 | -3.12% | Q1 2026 | May 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 5,901 | 1,070 | 0.08% | 0.09% | 495 | +171 | 2.98% | Q1 2026 | Apr 23, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 5,839 | 1,059 | 0.43% | 0.56% | 496 | -1,078 | -15.58% | Q1 2026 | May 06, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 5,824 | 1,056 | 0.06% | 0.08% | 497 | -559 | -8.76% | Q1 2026 | Apr 29, 2026 |
| Westwood Wealth Management | History | New | 5,810 | 1,054 | 0.41% | — | 498 | +5,810 | New | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,802 | 1,052 | 0.09% | 0.07% | 500 | +2,618 | 82.22% | Q1 2026 | May 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 5,800 | 1,052 | 0.03% | 0.04% | 499 | -50 | -0.85% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,787 | 1,050 | 0.03% | 0.04% | 501 | -1,006 | -14.81% | Q1 2026 | Apr 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 5,789 | 1,050 | 0.07% | 0.07% | 502 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Petix & Botte Co | History | Reduced | 5,758 | 1,044 | 0.23% | 0.26% | 503 | -16 | -0.28% | Q1 2026 | Apr 30, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 5,749 | 1,042 | 0.06% | 0.07% | 504 | -84 | -1.44% | Q1 2026 | May 13, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 5,654 | 1,041 | 0.71% | — | 505 | +5,654 | New | Q1 2026 | Apr 08, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 5,719 | 1,037 | 0.23% | 0.27% | 506 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GREENLEAF TRUST | History | Added to | 5,712 | 1,036 | 0.01% | 0.01% | 507 | +55 | 0.97% | Q1 2026 | Apr 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 5,690 | 1,032 | 0.05% | 0.05% | 508 | -77 | -1.34% | Q1 2026 | Apr 29, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 5,664 | 1,027 | 0.61% | 0.64% | 509 | -210 | -3.58% | Q1 2026 | Apr 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 5,620 | 1,019 | 0.02% | 0.03% | 510 | -372 | -6.21% | Q1 2026 | May 07, 2026 |
| Strategic Financial Concepts, LLC | History | New | 5,600 | 1,015 | 0.25% | — | 512 | +5,600 | New | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 5,596 | 1,015 | 0.07% | 0.08% | 511 | -317 | -5.36% | Q1 2026 | May 15, 2026 |
| Purewater Capital LLC | History | New | 5,578 | 1,011 | 0.97% | — | 513 | +5,578 | New | Q1 2026 | May 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 5,520 | 1,001 | 0.54% | 0.61% | 515 | -109 | -1.94% | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | Added to | 4,161 | 1,001 | 0.1% | 0.09% | 514 | +46 | 1.12% | Q1 2026 | May 15, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 5,372 | 974 | 0.5% | 0.55% | 516 | -11 | -0.2% | Q1 2026 | May 07, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 5,361 | 972 | 0.14% | 0.15% | 517 | +549 | 11.41% | Q1 2026 | Apr 27, 2026 |
| GRANVILLE CAPITAL, INC. | History | Reduced | 5,354 | 971 | 0.51% | 0.58% | 519 | -95 | -1.74% | Q1 2026 | May 11, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 5,355 | 971 | 0.92% | 1.04% | 518 | -62 | -1.14% | Q1 2026 | May 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 4,865 | 971 | 0.06% | 0.06% | 520 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,345 | 969 | 0.01% | 0.01% | 521 | +810 | 17.86% | Q1 2026 | May 12, 2026 |
| Unified Investment Management | History | No change | 5,345 | 969 | 0.99% | 1.07% | 522 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 5,304 | 962 | 0.07% | 0.08% | 523 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | Added to | 5,283 | 958 | 0.07% | 0.07% | 524 | +3,142 | 146.75% | Q1 2026 | Apr 28, 2026 |
| Concord Wealth Partners | History | No change | 5,254 | 953 | 0.12% | 0.14% | 525 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 4,537 | 950 | 0.06% | 0.07% | 526 | -338 | -6.93% | Q1 2026 | Apr 22, 2026 |
| Palumbo Wealth Management LLC | History | No change | 5,200 | 943 | 0.23% | 0.26% | 527 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 5,134 | 931 | 0.34% | 0.4% | 528 | -279 | -5.15% | Q1 2026 | Apr 09, 2026 |
| Tactive Advisors, LLC | History | Reduced | 5,073 | 920 | 0.26% | 0.31% | 530 | -295 | -5.5% | Q1 2026 | Apr 16, 2026 |
| Dakota Wealth Management | History | No change | 5,075 | 920 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 4,734 | 914 | 0.25% | 0.25% | 531 | -73 | -1.52% | Q1 2026 | Apr 30, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 5,024 | 911 | 0.14% | 0.28% | 532 | -3,507 | -41.11% | Q1 2026 | May 06, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 4,979 | 903 | 0.05% | 0.06% | 533 | -480 | -8.79% | Q1 2026 | Apr 23, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 4,953 | 898 | 0.27% | 0.31% | 535 | -92 | -1.82% | Q1 2026 | Apr 20, 2026 |
| Choate Investment Advisors | History | No change | 4,950 | 898 | 0.02% | 0.02% | 534 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 4,934 | 895 | 0.05% | 0.05% | 536 | -257 | -4.95% | Q1 2026 | May 01, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 4,891 | 887 | 0.65% | 0.73% | 537 | -179 | -3.53% | Q1 2026 | May 05, 2026 |
| Rede Wealth, LLC | History | No change | 4,868 | 883 | 0.32% | 0.34% | 538 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cardinal Point Capital Management ULC | History | New | 4,849 | 879 | 0.05% | — | 539 | +4,849 | New | Q1 2026 | Apr 20, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 4,832 | 876 | 0.73% | 1.75% | 540 | -5,448 | -53.0% | Q1 2026 | Apr 29, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,830 | 876 | 0.04% | — | 541 | +4,830 | New | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | New | 4,820 | 874 | 0.01% | — | 542 | +4,820 | New | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,815 | 873 | 0.06% | 0.07% | 543 | -469 | -8.88% | Q1 2026 | May 05, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 4,808 | 872 | 0.55% | 0.72% | 545 | -904 | -15.83% | Q1 2026 | Apr 07, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,811 | 872 | 0.11% | 0.13% | 544 | -297 | -5.81% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,801 | 871 | 0.02% | 0.13% | 546 | -18,792 | -79.65% | Q1 2026 | May 14, 2026 |
| Lighthouse Financial LLC | History | Added to | 4,795 | 869 | 0.52% | 0.62% | 547 | +5 | 0.1% | Q1 2026 | May 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 4,772 | 865 | 0.26% | 0.3% | 548 | +23 | 0.48% | Q1 2026 | Apr 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 4,768 | 865 | 0.15% | 0.16% | 549 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Certified Advisory Corp | History | New | 4,745 | 860 | 0.08% | — | 551 | +4,745 | New | Q1 2026 | Apr 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,742 | 860 | 0.0% | 0.0% | 550 | +147 | 3.2% | Q1 2026 | May 08, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 4,695 | 853 | 0.39% | 0.35% | 552 | +933 | 24.8% | Q1 2026 | Apr 17, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 4,691 | 851 | 0.09% | 0.1% | 553 | +105 | 2.29% | Q1 2026 | May 07, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 4,632 | 840 | 0.13% | 0.14% | 554 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 4,610 | 836 | 0.1% | 0.1% | 555 | -10 | -0.22% | Q1 2026 | Apr 17, 2026 |
| Presidio Capital Management, LLC | History | Added to | 4,585 | 831 | 0.24% | 0.23% | 557 | +809 | 21.42% | Q1 2026 | Apr 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 4,581 | 831 | 0.02% | 0.02% | 556 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 4,571 | 829 | 0.3% | 0.31% | 558 | +22 | 0.48% | Q1 2026 | May 11, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 4,536 | 822 | 0.55% | 0.6% | 560 | -19 | -0.42% | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 4,120 | 822 | 0.05% | 0.05% | 559 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Westmount Partners, LLC | History | New | 4,530 | 821 | 0.2% | — | 561 | +4,530 | New | Q1 2026 | Apr 16, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 4,731 | 820 | 0.03% | 0.05% | 562 | -1,294 | -21.48% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 4,506 | 817 | 0.1% | 0.11% | 563 | -140 | -3.01% | Q1 2026 | Apr 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,493 | 815 | 0.02% | 0.01% | 564 | +813 | 22.09% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Reduced | 4,461 | 809 | 0.01% | 0.04% | 565 | -8,344 | -65.16% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 4,429 | 803 | 0.01% | — | 566 | +4,429 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,418 | 801 | 0.0% | 0.01% | 567 | -77 | -1.71% | Q1 2026 | Apr 30, 2026 |
| CrossGen Wealth, LLC | History | Added to | 4,418 | 801 | 0.7% | 0.77% | 568 | +13 | 0.3% | Q1 2026 | Apr 22, 2026 |
| Affiance Financial, LLC | History | No change | 4,400 | 798 | 0.13% | 0.14% | 569 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,382 | 794 | 0.02% | 0.03% | 570 | +781 | 21.69% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,346 | 788 | 0.0% | 0.0% | 571 | -3,246 | -42.76% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | Reduced | 4,319 | 783 | 0.08% | 0.13% | 572 | -1,840 | -29.87% | Q1 2026 | Apr 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,311 | 782 | 0.0% | 0.0% | 573 | -10 | -0.23% | Q1 2026 | May 14, 2026 |
| WARNER FINANCIAL, INC | History | No change | 4,313 | 782 | 0.27% | 0.3% | 574 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WT Wealth Management | History | Added to | 4,295 | 779 | 0.23% | 0.24% | 575 | +173 | 4.2% | Q1 2026 | Apr 21, 2026 |
| SPINNAKER TRUST | History | No change | 4,286 | 777 | 0.04% | 0.05% | 576 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 4,250 | 771 | 0.1% | 0.1% | 577 | -120 | -2.75% | Q1 2026 | Apr 22, 2026 |
| Signet Private Wealth LLC | History | Reduced | 4,227 | 766 | 0.73% | 0.84% | 578 | -178 | -4.04% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,162 | 755 | 0.0% | 0.0% | 579 | +1,002 | 31.71% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,161 | 754 | 0.03% | 0.04% | 580 | +9 | 0.22% | Q1 2026 | Apr 24, 2026 |
| Latitude Advisors, LLC | History | Reduced | 4,143 | 751 | 0.34% | 0.5% | 581 | -1,543 | -27.14% | Q1 2026 | Apr 27, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 3,757 | 750 | 0.05% | 0.05% | 582 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advance Capital Management, Inc. | History | No change | 4,137 | 750 | 0.03% | 0.04% | 583 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 4,122 | 747 | 0.57% | 0.62% | 584 | -141 | -3.31% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Added to | 4,009 | 727 | 0.01% | 0.01% | 585 | +39 | 0.98% | Q1 2026 | May 06, 2026 |
| Westover Capital Advisors, LLC | History | No change | 4,000 | 725 | 0.13% | 0.15% | 586 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cannon Advisors, Inc. | History | No change | 3,980 | 722 | 0.54% | 0.56% | 587 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 3,977 | 721 | 0.02% | 0.02% | 588 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bedminster, LLC | History | Reduced | 3,957 | 717 | 0.67% | 0.85% | 589 | -673 | -14.54% | Q1 2026 | Apr 24, 2026 |
| AXQ CAPITAL, LP | History | New | 3,943 | 715 | 0.09% | — | 590 | +3,943 | New | Q1 2026 | May 13, 2026 |
| Dodds Wealth, LLC | History | Reduced | 3,939 | 714 | 0.18% | 0.19% | 591 | -25 | -0.63% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,912 | 710 | 0.01% | 0.01% | 592 | +172 | 4.6% | Q1 2026 | May 11, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 3,906 | 708 | 0.28% | 0.32% | 593 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Family Manage LLC | History | No change | 3,860 | 700 | 0.08% | 0.1% | 594 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 3,829 | 694 | 0.01% | 0.02% | 595 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,734 | 677 | 0.03% | 0.03% | 596 | -607 | -13.98% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | New | 3,710 | 673 | 0.0% | — | 599 | +3,710 | New | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 3,710 | 673 | 0.04% | 0.04% | 597 | -114 | -2.98% | Q1 2026 | Apr 20, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 3,715 | 673 | 0.15% | 0.17% | 598 | -21 | -0.56% | Q1 2026 | May 11, 2026 |
| Hilltop Partners LLC | History | Reduced | 3,694 | 670 | 0.17% | 0.19% | 600 | -21 | -0.57% | Q1 2026 | May 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,346 | 668 | 0.05% | 0.05% | 601 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Planning LLC | History | No change | 3,684 | 668 | 0.2% | 0.22% | 602 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| United Capital Management of KS, Inc. | History | Reduced | 3,671 | 666 | 0.1% | 0.11% | 603 | -114 | -3.01% | Q1 2026 | May 11, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 3,674 | 666 | 0.18% | 0.21% | 604 | -106 | -2.8% | Q1 2026 | Apr 14, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 3,658 | 663 | 0.48% | 0.57% | 605 | -245 | -6.28% | Q1 2026 | May 07, 2026 |
| PFG Advisors | History | Reduced | 3,636 | 659 | 0.03% | 0.04% | 606 | -115 | -3.07% | Q1 2026 | May 05, 2026 |
| Lantz Financial LLC | History | Reduced | 3,619 | 656 | 0.14% | 0.16% | 607 | -251 | -6.49% | Q1 2026 | Apr 09, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 3,606 | 654 | 0.09% | 0.09% | 608 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 3,594 | 652 | 0.16% | 0.19% | 609 | -61 | -1.67% | Q1 2026 | Apr 09, 2026 |
| JB Capital LLC | History | Reduced | 3,566 | 647 | 0.03% | 0.06% | 610 | -4,271 | -54.5% | Q1 2026 | Apr 27, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 3,564 | 646 | 0.56% | 0.66% | 611 | -236 | -6.21% | Q1 2026 | Apr 23, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 3,524 | 639 | 0.19% | 0.23% | 612 | -337 | -8.73% | Q1 2026 | Apr 20, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 3,511 | 636 | 0.09% | 0.09% | 613 | +1,052 | 42.78% | Q1 2026 | Apr 27, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 3,510 | 636 | 0.65% | 0.66% | 614 | -60 | -1.68% | Q1 2026 | Apr 21, 2026 |
| Next Level Private LLC | History | Added to | 3,443 | 624 | 0.14% | 0.15% | 616 | +497 | 16.87% | Q1 2026 | Apr 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,443 | 624 | 0.03% | 0.04% | 615 | -474 | -12.1% | Q1 2026 | May 12, 2026 |
| ASL Financial, LLC | History | Reduced | 3,431 | 622 | 0.5% | 0.56% | 619 | -165 | -4.59% | Q1 2026 | Apr 09, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 3,430 | 622 | 0.04% | 0.04% | 618 | -105 | -2.97% | Q1 2026 | Apr 23, 2026 |
| Oxinas Partners, LLC | History | Reduced | 3,429 | 622 | 0.28% | 0.33% | 617 | -8 | -0.23% | Q1 2026 | Apr 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 3,422 | 620 | 0.02% | 0.02% | 620 | -206 | -5.68% | Q1 2026 | May 11, 2026 |
| Avalon Trust Co | History | Added to | 3,396 | 616 | 0.04% | 0.03% | 622 | +1,336 | 64.85% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,397 | 616 | 0.01% | 0.01% | 621 | -176 | -4.93% | Q1 2026 | May 15, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 3,400 | 616 | 0.11% | 0.13% | 623 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,388 | 614 | 0.0% | 0.0% | 624 | +833 | 32.6% | Q1 2026 | May 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 3,379 | 613 | 0.02% | 0.02% | 625 | -748 | -18.12% | Q1 2026 | Apr 21, 2026 |
| Chesapeake Wealth Management | History | Reduced | 3,376 | 612 | 0.19% | 0.2% | 626 | -28 | -0.82% | Q1 2026 | May 18, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 3,368 | 610 | 0.01% | — | 628 | +3,368 | New | Q1 2026 | May 08, 2026 |
| Intrua Financial, LLC | History | Added to | 3,365 | 610 | 0.06% | 0.07% | 627 | +65 | 1.97% | Q1 2026 | Apr 23, 2026 |
| XML Financial, LLC | History | Reduced | 3,352 | 608 | 0.05% | 0.06% | 629 | -42 | -1.24% | Q1 2026 | Apr 16, 2026 |
| Essex Bank | History | No change | 3,345 | 606 | 0.13% | 0.14% | 630 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Moment Partners, LLC | History | No change | 3,339 | 605 | 0.11% | 0.14% | 631 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 3,308 | 600 | 0.39% | 0.61% | 633 | -677 | -16.99% | Q1 2026 | Apr 28, 2026 |
| Dentgroup LLC | History | No change | 3,005 | 600 | 0.41% | 0.41% | 632 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 2,753 | 597 | 0.3% | 0.38% | 635 | -730 | -20.96% | Q1 2026 | May 01, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 3,296 | 597 | 0.02% | 0.02% | 634 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 3,280 | 595 | 0.29% | 0.42% | 636 | -790 | -19.41% | Q1 2026 | Apr 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 3,279 | 594 | 0.04% | 0.05% | 637 | -225 | -6.42% | Q1 2026 | May 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,269 | 593 | 0.15% | 0.16% | 638 | +417 | 14.62% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 3,248 | 589 | 0.01% | 0.01% | 639 | -59 | -1.78% | Q1 2026 | Apr 21, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 2,893 | 585 | 0.04% | 0.04% | 640 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aspen Investment Management Inc | History | Added to | 3,215 | 583 | 0.18% | 0.19% | 641 | +15 | 0.47% | Q1 2026 | Apr 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 3,211 | 582 | 0.02% | 0.03% | 642 | -1,837 | -36.39% | Q1 2026 | May 04, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 3,199 | 580 | 0.04% | 0.05% | 643 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sensible Money, LLC | History | No change | 3,200 | 580 | 0.18% | 0.2% | 644 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Columbia Bank | History | No change | 3,200 | 580 | 0.17% | 0.18% | 645 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 2,662 | 578 | 0.16% | 0.15% | 646 | +367 | 15.99% | Q1 2026 | Apr 27, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 3,168 | 574 | 0.01% | 0.01% | 647 | -82 | -2.52% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 3,161 | 573 | 0.05% | 0.09% | 648 | -1,557 | -33.0% | Q1 2026 | Apr 16, 2026 |
| Diversified Trust Co | History | Reduced | 3,158 | 572 | 0.01% | 0.01% | 649 | -111 | -3.4% | Q1 2026 | Apr 16, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 3,145 | 570 | 0.02% | 0.02% | 650 | -85 | -2.63% | Q1 2026 | May 06, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 3,128 | 567 | 0.11% | 1.67% | 651 | -86,462 | -96.51% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,067 | 556 | 0.0% | 0.0% | 652 | -289 | -8.61% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 2,580 | 555 | 0.31% | — | 653 | +2,580 | New | Q1 2026 | May 19, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 3,049 | 553 | 0.1% | 0.15% | 654 | -1,278 | -29.54% | Q1 2026 | May 06, 2026 |
| Fiduciary Group, LLC | History | No change | 3,044 | 552 | 0.05% | 0.05% | 655 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,766 | 552 | 0.04% | 0.04% | 656 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 3,037 | 550 | 0.01% | 0.01% | 657 | +1,103 | 57.03% | Q1 2026 | May 01, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 3,032 | 550 | 0.08% | 0.09% | 658 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 2,990 | 542 | 0.0% | 0.0% | 659 | -344 | -10.32% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 2,988 | 542 | 0.1% | 0.12% | 660 | -235 | -7.29% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 2,935 | 541 | 0.02% | — | 662 | +2,935 | New | Q1 2026 | May 14, 2026 |
| Canal Capital Management, LLC | History | Added to | 2,984 | 541 | 0.07% | 0.08% | 661 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| Manchester Capital Management LLC | History | No change | 2,968 | 538 | 0.08% | 0.08% | 663 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,958 | 536 | 0.39% | 0.44% | 664 | -34 | -1.14% | Q1 2026 | Apr 24, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 2,937 | 532 | 0.19% | 0.22% | 665 | -122 | -3.99% | Q1 2026 | Apr 22, 2026 |
| Main Street Group, LTD | History | Added to | 2,899 | 525 | 0.15% | 0.1% | 666 | +1,462 | 101.74% | Q1 2026 | May 06, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 2,892 | 524 | 0.22% | 0.23% | 667 | +1 | 0.03% | Q1 2026 | May 06, 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | History | No change | 2,875 | 521 | 0.13% | 0.14% | 668 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 2,867 | 520 | 0.39% | 0.53% | 669 | -400 | -12.24% | Q1 2026 | Apr 21, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 2,860 | 519 | 0.26% | — | 670 | +2,860 | New | Q1 2026 | Apr 17, 2026 |
| Trek Financial, LLC | History | Reduced | 2,838 | 514 | 0.03% | 0.35% | 671 | -27,566 | -90.67% | Q1 2026 | May 13, 2026 |
| REDW Wealth LLC | History | New | 2,816 | 510 | 0.2% | — | 672 | +2,816 | New | Q1 2026 | May 07, 2026 |
| Goodman Advisory Group, LLC | History | New | 2,809 | 509 | 0.13% | — | 675 | +2,809 | New | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 2,806 | 509 | 0.44% | 0.45% | 674 | +186 | 7.1% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 2,810 | 509 | 0.01% | 0.02% | 673 | -78 | -2.7% | Q1 2026 | May 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 2,788 | 505 | 0.03% | 0.08% | 676 | -3,338 | -54.49% | Q1 2026 | May 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,358 | 504 | 0.01% | 0.01% | 677 | +3 | 0.13% | Q1 2026 | May 04, 2026 |
| Bensler, LLC | History | Added to | 2,771 | 502 | 0.05% | 0.06% | 679 | +1 | 0.04% | Q1 2026 | May 01, 2026 |
| Asset Management Group, Inc. | History | No change | 2,770 | 502 | 0.08% | 0.09% | 678 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LVW Advisors, LLC | History | Reduced | 2,761 | 500 | 0.05% | 0.27% | 680 | -10,601 | -79.34% | Q1 2026 | Apr 20, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 2,745 | 498 | 0.08% | 0.09% | 681 | -64 | -2.28% | Q1 2026 | May 12, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 2,739 | 496 | 0.07% | 0.08% | 682 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,733 | 495 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 2,710 | 491 | 0.1% | 0.11% | 684 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 2,700 | 489 | 0.08% | 0.1% | 686 | -49 | -1.78% | Q1 2026 | May 06, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 2,701 | 489 | 0.03% | 0.04% | 685 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,690 | 488 | 0.04% | 0.05% | 687 | -1,544 | -36.47% | Q1 2026 | May 14, 2026 |
| Asset Advisory Group, Inc. | History | Reduced | 2,689 | 487 | 0.24% | 0.27% | 689 | -24 | -0.88% | Q1 2026 | Apr 16, 2026 |
| Blue Fin Capital, Inc. | History | No change | 2,443 | 487 | 0.08% | 0.08% | 688 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Trexquant Investment LP | History | Added to | 2,667 | 483 | 0.0% | 0.0% | 690 | +508 | 23.53% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 2,635 | 478 | 0.05% | 0.04% | 691 | +711 | 36.95% | Q1 2026 | Apr 29, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 2,461 | 478 | 0.06% | 0.05% | 692 | +369 | 17.64% | Q1 2026 | Apr 22, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 2,629 | 476 | 0.01% | 0.01% | 694 | +656 | 33.25% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 2,629 | 476 | 0.01% | 0.01% | 693 | -261 | -9.03% | Q1 2026 | May 05, 2026 |
| Scarborough Advisors, LLC | History | New | 2,613 | 474 | 0.05% | — | 695 | +2,613 | New | Q1 2026 | May 07, 2026 |
| HT Partners LLC | History | No change | 2,612 | 473 | 0.14% | 0.15% | 696 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,606 | 472 | 0.03% | 0.04% | 697 | -95 | -3.52% | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 2,600 | 471 | 0.03% | 0.04% | 698 | -150 | -5.45% | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,596 | 471 | 0.24% | 0.27% | 699 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 2,581 | 468 | 0.24% | 0.29% | 700 | -295 | -10.26% | Q1 2026 | Apr 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,576 | 467 | 0.02% | 0.02% | 701 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFG Advisors, LLC | History | Added to | 2,508 | 455 | 0.07% | 0.08% | 702 | +2 | 0.08% | Q1 2026 | Apr 09, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 2,503 | 454 | 0.31% | 0.4% | 704 | -518 | -17.15% | Q1 2026 | Apr 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,505 | 454 | 0.03% | 0.03% | 703 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Synergy Asset Management, LLC | History | Added to | 2,497 | 453 | 0.05% | 0.03% | 705 | +1,009 | 67.81% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 2,488 | 451 | 0.01% | 0.01% | 706 | -95 | -3.68% | Q1 2026 | May 01, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 2,461 | 446 | 0.03% | 0.04% | 707 | -332 | -11.89% | Q1 2026 | May 07, 2026 |
| IMC-Chicago, LLC | History | New | 2,449 | 444 | 0.0% | — | 708 | +2,449 | New | Q1 2026 | May 05, 2026 |
| LexAurum Advisors, LLC | History | New | 2,443 | 443 | 0.06% | — | 709 | +2,443 | New | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 2,438 | 442 | 0.0% | — | 710 | +2,438 | New | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,426 | 440 | 0.03% | 0.04% | 711 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| True North Advisors, LLC | History | New | 2,420 | 439 | 0.05% | — | 712 | +2,420 | New | Q1 2026 | May 07, 2026 |
| Facet Wealth, Inc. | History | Reduced | 2,405 | 436 | 0.01% | 0.01% | 713 | -150 | -5.87% | Q1 2026 | May 07, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 2,407 | 436 | 0.02% | 0.03% | 714 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Inspire Advisors, LLC | History | Added to | 2,400 | 435 | 0.04% | 0.03% | 718 | +733 | 43.97% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,400 | 435 | 0.05% | 0.06% | 716 | -225 | -8.57% | Q1 2026 | Apr 28, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 2,400 | 435 | 0.02% | 0.03% | 715 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 2,400 | 435 | 0.16% | 0.18% | 717 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 2,386 | 432 | 0.15% | 0.16% | 719 | +1 | 0.04% | Q1 2026 | Apr 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,384 | 432 | 0.05% | 0.05% | 720 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stonebrook Private Inc. | History | Reduced | 2,378 | 431 | 0.09% | 0.79% | 722 | -16,452 | -87.37% | Q1 2026 | May 11, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 2,380 | 431 | 0.33% | 0.4% | 721 | -40 | -1.65% | Q1 2026 | Apr 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 2,370 | 429 | 0.03% | 0.03% | 725 | +345 | 17.04% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | No change | 2,370 | 429 | 0.0% | 0.01% | 723 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 2,368 | 429 | 0.09% | 0.1% | 724 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 2,349 | 426 | 0.01% | 0.01% | 726 | -386 | -14.11% | Q1 2026 | Apr 28, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 2,347 | 425 | 0.22% | 0.28% | 727 | -248 | -9.56% | Q1 2026 | Apr 21, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 2,338 | 424 | 0.13% | 0.16% | 728 | -190 | -7.52% | Q1 2026 | Apr 29, 2026 |
| Westfuller Advisors, LLC | History | Added to | 2,330 | 422 | 0.18% | 0.19% | 730 | +1 | 0.04% | Q1 2026 | Apr 28, 2026 |
| ALTFEST L J & CO INC | History | No change | 2,330 | 422 | 0.05% | 0.05% | 729 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 2,321 | 421 | 0.03% | 0.03% | 731 | -20 | -0.85% | Q1 2026 | May 12, 2026 |
| Well Done, LLC | History | No change | 2,324 | 421 | 0.06% | 0.07% | 732 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 2,311 | 419 | 0.29% | 0.31% | 733 | -56 | -2.37% | Q1 2026 | May 04, 2026 |
| Warm Springs Advisors Inc. | History | No change | 2,312 | 419 | 0.36% | 0.36% | 734 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BAILARD, INC. | History | No change | 2,306 | 418 | 0.01% | 0.01% | 735 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthShield Partners, LLC | History | Reduced | 2,294 | 416 | 0.05% | 0.1% | 736 | -2,051 | -47.2% | Q1 2026 | May 01, 2026 |
| Independence Bank of Kentucky | History | No change | 2,296 | 416 | 0.05% | 0.06% | 737 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BIP Wealth, LLC | History | Added to | 2,293 | 415 | 0.02% | 0.01% | 738 | +650 | 39.56% | Q1 2026 | Apr 27, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 2,290 | 415 | 0.19% | 0.2% | 739 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nilsine Partners, LLC | History | No change | 1,895 | 413 | 0.03% | 0.03% | 740 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HBK Sorce Advisory LLC | History | New | 1,730 | 412 | 0.01% | — | 742 | +1,730 | New | Q1 2026 | May 11, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,272 | 412 | 0.04% | 0.04% | 741 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,054 | 410 | 0.0% | 0.0% | 743 | +275 | 15.46% | Q1 2026 | May 15, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,259 | 409 | 0.38% | 0.44% | 744 | -18 | -0.79% | Q1 2026 | May 11, 2026 |
| Weaver Consulting Group | History | Reduced | 2,254 | 408 | 0.1% | 0.11% | 745 | -27 | -1.18% | Q1 2026 | May 15, 2026 |
| Livet Wealth, LLC | History | Added to | 2,254 | 408 | 0.26% | 0.28% | 746 | +1 | 0.04% | Q1 2026 | Apr 24, 2026 |
| Breachway Investments LLC | History | No change | 2,206 | 406 | 0.39% | 0.46% | 747 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| New Insight Wealth Advisors | History | No change | 2,237 | 405 | 0.15% | 0.16% | 748 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Madson Wealth Advisors Inc | History | New | 2,218 | 402 | 0.33% | — | 749 | +2,218 | New | Q1 2026 | Apr 21, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 2,209 | 400 | 0.17% | 0.25% | 752 | -752 | -25.4% | Q1 2026 | Apr 17, 2026 |
| InTrack Investment Management Inc | History | Reduced | 2,205 | 400 | 0.23% | 0.3% | 751 | -501 | -18.51% | Q1 2026 | Apr 06, 2026 |
| Silicon Valley Capital Partners | History | Added to | 2,207 | 400 | 0.04% | 0.04% | 750 | +1 | 0.05% | Q1 2026 | May 19, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,204 | 399 | 0.29% | 0.4% | 755 | -193 | -8.05% | Q1 2026 | Apr 27, 2026 |
| Ignite Planners, LLC | History | Reduced | 2,202 | 399 | 0.06% | 0.07% | 754 | -9 | -0.41% | Q1 2026 | Apr 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,200 | 399 | 0.02% | 0.03% | 753 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 2,180 | 395 | 0.17% | 0.17% | 756 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TritonPoint Partners, LLC | History | Added to | 2,177 | 394 | 0.15% | 0.17% | 758 | +568 | 35.3% | Q1 2026 | Apr 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 2,175 | 394 | 0.01% | 0.01% | 757 | +115 | 5.58% | Q1 2026 | May 14, 2026 |
| Vision Retirement, LLC | History | Reduced | 2,163 | 392 | 0.11% | 0.19% | 760 | -1,403 | -39.34% | Q1 2026 | May 07, 2026 |
| AlTi Global, Inc. | History | No change | 2,166 | 392 | 0.01% | 0.01% | 759 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 2,157 | 391 | 0.04% | 0.04% | 761 | -34 | -1.55% | Q1 2026 | Apr 28, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 1,963 | 391 | 0.04% | 0.04% | 762 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,154 | 390 | 0.05% | 0.06% | 763 | -451 | -17.31% | Q1 2026 | May 04, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 2,140 | 388 | 0.26% | 0.29% | 765 | -13 | -0.6% | Q1 2026 | Apr 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,140 | 388 | 0.1% | 0.11% | 764 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Garde Capital, Inc. | History | Added to | 2,138 | 387 | 0.02% | 0.03% | 766 | +1 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 2,136 | 387 | 0.36% | 0.36% | 767 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 2,132 | 386 | 0.01% | 0.01% | 768 | -71 | -3.22% | Q1 2026 | May 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 2,124 | 385 | 0.11% | 0.13% | 769 | -141 | -6.23% | Q1 2026 | Apr 30, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 2,123 | 385 | 0.21% | 0.24% | 770 | -49 | -2.26% | Q1 2026 | Apr 22, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 2,115 | 383 | 0.07% | 0.08% | 771 | -163 | -7.16% | Q1 2026 | May 13, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 2,107 | 382 | 0.09% | 0.1% | 772 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 2,108 | 382 | 0.18% | 0.2% | 773 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Oldfather Financial Services, LLC | History | No change | 1,909 | 381 | 0.11% | 0.11% | 774 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cassilly Financial Group LLC | History | Added to | 2,094 | 379 | 0.33% | 0.36% | 775 | +63 | 3.1% | Q1 2026 | Apr 10, 2026 |
| JT Stratford LLC | History | Added to | 2,078 | 376 | 0.05% | 0.05% | 776 | +13 | 0.63% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 2,057 | 373 | 0.02% | 0.05% | 777 | -4,060 | -66.37% | Q1 2026 | May 14, 2026 |
| Center for Wealth Management Advisory | History | No change | 2,052 | 372 | 0.27% | 0.3% | 778 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| First City Capital Management, Inc. | History | No change | 2,050 | 371 | 0.2% | 0.22% | 779 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Jacobi Capital Management LLC | History | No change | 2,044 | 370 | 0.02% | 0.02% | 780 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,029 | 368 | 0.02% | 0.02% | 781 | -232 | -10.26% | Q1 2026 | Apr 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 2,003 | 363 | 0.04% | 0.05% | 782 | -114 | -5.38% | Q1 2026 | Apr 23, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 1,998 | 362 | 0.01% | 0.01% | 783 | -100 | -4.77% | Q1 2026 | May 01, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 2,000 | 362 | 0.04% | 0.04% | 784 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cambridge Advisors Inc. | History | No change | 2,000 | 362 | 0.07% | 0.08% | 785 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Argentarii, LLC | History | No change | 2,000 | 362 | 0.13% | 0.13% | 786 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,000 | 362 | 0.08% | 0.1% | 787 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIERRA OCEAN, LLC | History | Reduced | 1,960 | 355 | 0.29% | 0.33% | 789 | -24 | -1.21% | Q1 2026 | Apr 27, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 1,961 | 355 | 0.13% | 0.14% | 788 | +8 | 0.41% | Q1 2026 | Apr 22, 2026 |
| Frankly Finances, LLC | History | No change | 1,960 | 355 | 0.32% | 0.37% | 790 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 1,952 | 354 | 0.15% | 0.17% | 791 | +1 | 0.05% | Q1 2026 | May 07, 2026 |
| OFS Enterprise LLC | History | New | 1,946 | 353 | 0.1% | — | 794 | +1,946 | New | Q1 2026 | Apr 09, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 1,946 | 353 | 0.02% | 0.03% | 792 | -111 | -5.4% | Q1 2026 | May 15, 2026 |
| DOVER ADVISORS, LLC | History | No change | 1,950 | 353 | 0.15% | 0.15% | 793 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Keystone Financial Services | History | Reduced | 1,945 | 352 | 0.1% | 0.49% | 796 | -6,238 | -76.23% | Q1 2026 | May 06, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 1,944 | 352 | 0.02% | 0.03% | 795 | -309 | -13.72% | Q1 2026 | May 12, 2026 |
| Fulcrum Equity Management | History | Reduced | 1,940 | 351 | 0.34% | 1.67% | 797 | -6,804 | -77.81% | Q1 2026 | Apr 02, 2026 |
| Baldwin Investment Management, LLC | History | No change | 1,930 | 350 | 0.04% | 0.04% | 798 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PEOPLES BANK /OH | History | No change | 1,926 | 349 | 0.21% | 0.24% | 799 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Venture Visionary Partners LLC | History | No change | 1,924 | 349 | 0.01% | 0.01% | 800 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | No change | 1,920 | 348 | 0.05% | 0.05% | 801 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 1,913 | 347 | 0.18% | 0.29% | 803 | -1,501 | -43.97% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 1,918 | 347 | 0.09% | 0.11% | 802 | -152 | -7.34% | Q1 2026 | Apr 29, 2026 |
| DF DENT & CO INC | History | No change | 1,910 | 346 | 0.01% | 0.01% | 804 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 1,909 | 346 | 0.08% | 0.1% | 805 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 1,907 | 345 | 0.06% | 0.07% | 806 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Centurion Wealth Management LLC | History | No change | 1,902 | 345 | 0.08% | 0.08% | 807 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 1,898 | 344 | 0.17% | 0.18% | 808 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| V2 Financial group LLC | History | No change | 1,900 | 344 | 0.16% | 0.19% | 809 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,891 | 343 | 0.01% | 0.02% | 811 | +49 | 2.66% | Q1 2026 | May 07, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 1,892 | 343 | 0.14% | 0.16% | 813 | +1 | 0.05% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | No change | 1,896 | 343 | 0.06% | 0.07% | 810 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 1,894 | 343 | 0.18% | 0.2% | 812 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 1,886 | 342 | 0.02% | 0.02% | 815 | -16 | -0.84% | Q1 2026 | Apr 30, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 1,890 | 342 | 0.05% | 0.06% | 814 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 1,883 | 341 | 0.09% | 0.11% | 816 | -217 | -10.33% | Q1 2026 | May 07, 2026 |
| Transcendent Capital Group LLC | History | No change | 1,884 | 341 | 0.16% | 0.17% | 817 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,875 | 340 | 0.06% | 0.06% | 818 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| GWN SECURITIES INC. | History | Reduced | 1,865 | 338 | 0.06% | 0.08% | 819 | -26 | -1.37% | Q1 2026 | May 14, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 1,865 | 338 | 0.04% | 0.04% | 820 | -16 | -0.85% | Q1 2026 | May 15, 2026 |
| Reflection Asset Management | History | No change | 1,676 | 338 | 0.24% | 0.24% | 821 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 1,860 | 337 | 0.23% | 0.26% | 822 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Quarterback LLC | History | Reduced | 1,856 | 336 | 0.13% | 0.75% | 823 | -8,644 | -82.32% | Q1 2026 | Apr 09, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,847 | 335 | 0.03% | 0.03% | 825 | +68 | 3.82% | Q1 2026 | Apr 30, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,849 | 335 | 0.03% | 0.03% | 824 | -29 | -1.54% | Q1 2026 | May 01, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,835 | 333 | 0.04% | 0.05% | 826 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Human Investing LLC | History | No change | 1,834 | 332 | 0.05% | 0.05% | 827 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,823 | 331 | 0.0% | 0.0% | 829 | -1,211 | -39.91% | Q1 2026 | May 06, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 1,830 | 331 | 0.17% | 0.26% | 828 | -781 | -29.91% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 1,825 | 331 | 0.0% | 0.01% | 830 | -42 | -2.25% | Q1 2026 | Apr 08, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 1,819 | 330 | 0.08% | 0.09% | 831 | +394 | 27.65% | Q1 2026 | May 15, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 1,821 | 330 | 0.07% | 0.08% | 832 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Peak Planning Group, LLC | History | No change | 1,814 | 329 | 0.09% | 0.1% | 833 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 1,810 | 328 | 0.08% | 0.08% | 834 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Summit Financial Consulting LLC | History | Reduced | 1,803 | 327 | 0.23% | 5.64% | 836 | -37,101 | -95.37% | Q1 2026 | Apr 10, 2026 |
| Storen Legacy Partners, LLC | History | New | 1,806 | 327 | 0.1% | — | 837 | +1,806 | New | Q1 2026 | Apr 22, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 1,806 | 327 | 0.01% | 0.01% | 835 | +40 | 2.27% | Q1 2026 | May 05, 2026 |
| ELCO Management Co., LLC | History | New | 1,800 | 326 | 0.16% | — | 841 | +1,800 | New | Q1 2026 | Apr 23, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 1,801 | 326 | 0.24% | 0.29% | 840 | -206 | -10.26% | Q1 2026 | Apr 21, 2026 |
| Widmann Financial Services, Inc. | History | No change | 1,800 | 326 | 0.19% | 0.22% | 838 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 1,800 | 326 | 0.07% | 0.09% | 839 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bravera Wealth | History | No change | 1,796 | 325 | 0.15% | 0.18% | 842 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 1,787 | 324 | 0.01% | 0.01% | 843 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 1,785 | 323 | 0.02% | 0.02% | 844 | -46 | -2.51% | Q1 2026 | Apr 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 1,782 | 323 | 0.11% | 0.14% | 845 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Berman McAleer LLC | History | No change | 1,775 | 322 | 0.04% | 0.05% | 846 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 1,772 | 321 | 0.0% | 0.0% | 847 | +175 | 10.96% | Q1 2026 | May 14, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 1,770 | 321 | 0.03% | 0.04% | 848 | -95 | -5.09% | Q1 2026 | May 06, 2026 |
| One Capital Management, LLC | History | Reduced | 1,765 | 320 | 0.01% | 0.02% | 849 | -1,036 | -36.99% | Q1 2026 | May 12, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 1,760 | 319 | 0.08% | 0.09% | 850 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 1,748 | 317 | 0.18% | — | 852 | +1,748 | New | Q1 2026 | May 11, 2026 |
| Atlas Brown,Inc. | History | Reduced | 1,752 | 317 | 0.1% | 0.12% | 851 | -324 | -15.61% | Q1 2026 | Apr 17, 2026 |
| Center For Asset Management LLC | History | Added to | 1,747 | 316 | 0.16% | 0.17% | 853 | +78 | 4.67% | Q1 2026 | Apr 16, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,703 | 314 | 0.02% | 0.02% | 854 | -18 | -1.05% | Q1 2026 | Apr 27, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 1,722 | 312 | 0.07% | 0.08% | 855 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GFS Advisors, LLC | History | Reduced | 1,800 | 311 | 0.04% | 0.05% | 856 | -185 | -9.32% | Q1 2026 | Apr 30, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 1,709 | 310 | 0.12% | 0.93% | 857 | -47,356 | -96.52% | Q1 2026 | May 05, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,700 | 308 | 0.02% | 0.03% | 858 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tranquility Partners, LLC | History | No change | 1,698 | 308 | 0.12% | 0.12% | 859 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 1,367 | 307 | 0.07% | 0.42% | 860 | -7,288 | -84.21% | Q1 2026 | May 08, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 1,689 | 306 | 0.09% | 0.56% | 862 | -11,390 | -87.09% | Q1 2026 | May 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 1,690 | 306 | 0.02% | 0.02% | 861 | +10 | 0.6% | Q1 2026 | May 05, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 1,683 | 305 | 0.12% | 0.14% | 863 | -16 | -0.94% | Q1 2026 | May 11, 2026 |
| Ariadne Wealth Management, LP | History | No change | 1,686 | 305 | 0.14% | 0.13% | 864 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 1,680 | 304 | 0.11% | 0.12% | 865 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sequent Planning LLC | History | New | 1,674 | 303 | 0.07% | — | 867 | +1,674 | New | Q1 2026 | Apr 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,672 | 303 | 0.04% | 0.04% | 866 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 1,669 | 302 | 0.13% | 0.13% | 868 | -1 | -0.06% | Q1 2026 | Apr 22, 2026 |
| HM PAYSON & CO | History | No change | 1,640 | 297 | 0.0% | 0.0% | 869 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,616 | 293 | 0.09% | 0.1% | 870 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Flower City Capital | History | No change | 1,620 | 293 | 0.15% | 0.16% | 871 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Shelter Rock Management, LLC | History | No change | 1,619 | 293 | 0.31% | 0.32% | 872 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 1,614 | 292 | 0.06% | 0.05% | 873 | +470 | 41.08% | Q1 2026 | May 01, 2026 |
| Chatterton & Associates Inc. | History | Added to | 1,501 | 290 | 0.2% | 0.19% | 875 | +399 | 36.21% | Q1 2026 | Apr 20, 2026 |
| Klingman & Associates, LLC | History | No change | 1,601 | 290 | 0.01% | 0.02% | 874 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,588 | 288 | 0.01% | 0.01% | 877 | +86 | 5.73% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 1,590 | 288 | 0.05% | 0.06% | 878 | -16 | -1.0% | Q1 2026 | May 08, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 1,591 | 288 | 0.05% | 0.06% | 876 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 1,587 | 287 | 0.02% | 1.23% | 879 | -88,522 | -98.24% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 1,580 | 286 | 0.06% | 0.09% | 880 | -398 | -20.12% | Q1 2026 | Apr 27, 2026 |
| Forum Financial Management, LP | History | Added to | 1,556 | 282 | 0.0% | 0.0% | 881 | +460 | 41.97% | Q1 2026 | Apr 23, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,553 | 281 | 0.0% | 0.0% | 882 | -95 | -5.76% | Q1 2026 | May 14, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 1,547 | 280 | 0.23% | 0.36% | 884 | -555 | -26.4% | Q1 2026 | May 11, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 1,545 | 280 | 0.08% | 0.09% | 883 | +45 | 3.0% | Q1 2026 | May 05, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 1,543 | 279 | 0.09% | 0.13% | 886 | -287 | -15.68% | Q1 2026 | Apr 15, 2026 |
| Daviman Financial, LLC | History | Reduced | 1,543 | 279 | 0.16% | 0.19% | 887 | -115 | -6.94% | Q1 2026 | Apr 23, 2026 |
| 71 West Capital Partners | History | Added to | 1,538 | 279 | 0.01% | 0.01% | 888 | +27 | 1.79% | Q1 2026 | May 06, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 1,538 | 279 | 0.15% | 0.15% | 885 | +1 | 0.07% | Q1 2026 | Apr 30, 2026 |
| Objective Capital Management, LLC | History | Added to | 1,533 | 278 | 0.28% | 0.31% | 889 | +1 | 0.07% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,390 | 277 | 0.02% | 0.02% | 890 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Northwest Capital Management Inc | History | No change | 1,389 | 277 | 1.2% | 1.2% | 891 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Campion Asset Management | History | No change | 1,530 | 277 | 0.19% | 0.21% | 892 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Thoma Capital Management LLC | History | Added to | 1,522 | 276 | 0.16% | 0.17% | 893 | +8 | 0.53% | Q1 2026 | Apr 20, 2026 |
| Claro Advisors Inc. | History | Added to | 1,512 | 274 | 0.03% | 0.04% | 896 | +144 | 10.53% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,513 | 274 | 0.02% | 0.02% | 894 | -26 | -1.69% | Q1 2026 | May 12, 2026 |
| Bonfire Financial | History | Added to | 1,511 | 274 | 0.21% | 0.22% | 895 | +1 | 0.07% | Q1 2026 | May 06, 2026 |
| DMC Group, LLC | History | New | 1,504 | 272 | 0.18% | — | 899 | +1,504 | New | Q1 2026 | Apr 30, 2026 |
| Summit Wealth Group, LLC | History | Added to | 1,501 | 272 | 0.06% | 0.06% | 898 | +109 | 7.83% | Q1 2026 | May 04, 2026 |
| Janney Capital Management LLC | History | No change | 1,360 | 272 | 0.02% | 0.02% | 897 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 5T Wealth, LLC | History | Reduced | 1,496 | 271 | 0.11% | 0.17% | 901 | -639 | -29.93% | Q1 2026 | Apr 13, 2026 |
| Verum Partners LLC | History | Added to | 1,497 | 271 | 0.05% | 0.06% | 900 | +126 | 9.19% | Q1 2026 | Apr 15, 2026 |
| Rothschild Wealth LLC | History | Reduced | 1,485 | 269 | 0.02% | 0.04% | 903 | -815 | -35.43% | Q1 2026 | May 06, 2026 |
| GM Advisory Group, LLC | History | No change | 1,488 | 269 | 0.01% | 0.01% | 902 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 1,488 | 269 | 0.13% | 0.14% | 904 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 1,478 | 268 | 0.07% | 0.08% | 906 | -187 | -11.23% | Q1 2026 | Apr 30, 2026 |
| Firestone Capital Management | History | Reduced | 1,480 | 268 | 0.06% | 0.06% | 905 | -50 | -3.27% | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,475 | 267 | 0.03% | 0.04% | 908 | -63 | -4.1% | Q1 2026 | Apr 17, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,470 | 267 | 0.04% | 0.04% | 907 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Reduced | 1,437 | 265 | 0.04% | 0.07% | 909 | -497 | -25.7% | Q1 2026 | Apr 14, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 1,454 | 263 | 0.09% | 0.13% | 911 | -282 | -16.24% | Q1 2026 | Apr 21, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 1,455 | 263 | 0.17% | 0.18% | 910 | -26 | -1.76% | Q1 2026 | Apr 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,447 | 262 | 0.05% | 0.03% | 912 | +574 | 65.75% | Q1 2026 | May 11, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 1,445 | 262 | 0.25% | 0.27% | 914 | -92 | -5.99% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,448 | 262 | 0.06% | 0.07% | 913 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Balentine LLC | History | No change | 1,437 | 260 | 0.01% | 0.01% | 915 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 1,432 | 259 | 0.07% | 0.08% | 916 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 1,433 | 259 | 0.04% | 0.08% | 917 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Third View Private Wealth, LLC | History | Added to | 1,426 | 258 | 0.04% | 0.04% | 918 | +7 | 0.49% | Q1 2026 | Apr 15, 2026 |
| YHB Investment Advisors, Inc. | History | New | 1,418 | 257 | 0.02% | — | 920 | +1,418 | New | Q1 2026 | Apr 10, 2026 |
| IVC Wealth Advisors LLC | History | No change | 1,420 | 257 | 0.11% | 0.12% | 919 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,412 | 256 | 0.02% | 0.01% | 921 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INSIGHT 2811, INC. | History | No change | 1,410 | 255 | 0.11% | 0.12% | 922 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Peak Financial Management, Inc. | History | No change | 1,406 | 255 | 0.06% | 0.07% | 923 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MSH Capital Advisors LLC | History | New | 1,402 | 254 | 0.05% | — | 926 | +1,402 | New | Q1 2026 | May 08, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 1,402 | 254 | 0.05% | 0.06% | 925 | -232 | -14.2% | Q1 2026 | Apr 07, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 1,402 | 254 | 0.04% | 0.04% | 924 | -73 | -4.95% | Q1 2026 | May 07, 2026 |
| Leo Wealth, LLC | History | Reduced | 1,394 | 252 | 0.02% | 0.02% | 928 | -11 | -0.78% | Q1 2026 | May 05, 2026 |
| Bell Bank | History | No change | 1,390 | 252 | 0.01% | 0.01% | 927 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 1,379 | 250 | 0.07% | 0.2% | 930 | -2,119 | -60.58% | Q1 2026 | May 14, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 1,382 | 250 | 0.06% | 0.11% | 931 | -1,003 | -42.05% | Q1 2026 | Apr 20, 2026 |
| Soundwatch Capital LLC | History | Reduced | 1,378 | 250 | 0.03% | 0.06% | 929 | -480 | -25.83% | Q1 2026 | May 05, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 1,378 | 249 | 0.04% | 0.05% | 932 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IMZ Advisory Inc | History | Added to | 1,355 | 245 | 0.09% | 0.1% | 933 | +38 | 2.89% | Q1 2026 | Apr 08, 2026 |
| Tarbox Family Office, Inc. | History | No change | 1,348 | 244 | 0.04% | 0.04% | 934 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | No change | 1,343 | 243 | 0.23% | 0.25% | 935 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 1,337 | 242 | 0.01% | 0.01% | 936 | +312 | 30.44% | Q1 2026 | May 14, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 1,331 | 241 | 0.14% | 0.15% | 938 | +284 | 27.13% | Q1 2026 | May 06, 2026 |
| Legacy Financial Group LLC | History | Reduced | 1,332 | 241 | 0.03% | 0.04% | 937 | -268 | -16.75% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,324 | 240 | 0.01% | 0.04% | 939 | -6,982 | -84.06% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 1,329 | 240 | 0.01% | 0.07% | 940 | -6,166 | -82.27% | Q1 2026 | Apr 21, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 1,328 | 240 | 0.08% | 0.12% | 941 | -514 | -27.9% | Q1 2026 | May 05, 2026 |
| DDFG, Inc | History | No change | 1,326 | 240 | 0.05% | 0.06% | 942 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Seneca House Advisors | History | No change | 1,308 | 237 | 0.09% | 0.1% | 943 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allegheny Financial Group | History | No change | 1,310 | 237 | 0.03% | 0.04% | 944 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,301 | 236 | 0.01% | 0.02% | 945 | -923 | -41.5% | Q1 2026 | Apr 28, 2026 |
| Activest Wealth Management | History | Reduced | 1,300 | 235 | 0.04% | 0.58% | 946 | -14,315 | -91.67% | Q1 2026 | Apr 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 1,300 | 235 | 0.07% | 0.09% | 947 | -3 | -0.23% | Q1 2026 | Apr 15, 2026 |
| Balboa Wealth Partners | History | Reduced | 1,293 | 234 | 0.04% | 0.53% | 948 | -14,801 | -91.97% | Q1 2026 | Apr 16, 2026 |
| St. Louis Trust Co | History | New | 1,290 | 234 | 0.03% | — | 949 | +1,290 | New | Q1 2026 | May 14, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 1,287 | 233 | 0.17% | 0.19% | 950 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 1,284 | 232 | 0.15% | 0.17% | 951 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 1,278 | 231 | 0.0% | 0.01% | 952 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,272 | 230 | 0.01% | 0.01% | 953 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,266 | 229 | 0.01% | 0.01% | 954 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 1,263 | 229 | 0.02% | 0.02% | 955 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,150 | 229 | 0.07% | 0.07% | 956 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 1,261 | 228 | 0.09% | 0.12% | 959 | +20 | 1.61% | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | Added to | 1,261 | 228 | 0.02% | 0.02% | 957 | +1 | 0.08% | Q1 2026 | May 12, 2026 |
| Portus Wealth Advisors, LLC | History | No change | 1,260 | 228 | 0.21% | 0.24% | 958 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 1,252 | 227 | 0.06% | 0.06% | 960 | +1 | 0.08% | Q1 2026 | Apr 09, 2026 |
| Vontobel Holding Ltd. | History | New | 1,241 | 225 | 0.0% | — | 962 | +1,241 | New | Q1 2026 | May 08, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 1,245 | 225 | 0.03% | 0.03% | 961 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | No change | 1,237 | 224 | 0.0% | 0.0% | 963 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Patten Group, Inc. | History | No change | 1,238 | 224 | 0.04% | 0.05% | 964 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| POTENTIA WEALTH | History | Reduced | 1,232 | 223 | 0.09% | 0.13% | 966 | -579 | -31.97% | Q1 2026 | May 11, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 1,233 | 223 | 0.1% | 0.14% | 965 | -218 | -15.02% | Q1 2026 | Apr 24, 2026 |
| DSG Capital Advisors, LLC | History | No change | 1,220 | 221 | 0.04% | 0.04% | 967 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| River Wealth Advisors LLC | History | No change | 1,217 | 220 | 0.03% | 0.03% | 968 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Everhart Financial Group, Inc. | History | No change | 1,214 | 220 | 0.02% | 0.02% | 969 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 1,212 | 219 | 0.04% | 0.05% | 971 | -188 | -13.43% | Q1 2026 | May 04, 2026 |
| Live Oak Investment Partners | History | Added to | 1,208 | 219 | 0.13% | 0.15% | 970 | +8 | 0.67% | Q1 2026 | Apr 29, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 1,204 | 218 | 0.07% | 0.09% | 972 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JGP Wealth Management, LLC | History | Added to | 1,200 | 217 | 0.02% | 0.02% | 976 | +18 | 1.52% | Q1 2026 | Apr 08, 2026 |
| Omega Financial Group, LLC | History | Added to | 1,198 | 217 | 0.07% | 0.08% | 977 | +1 | 0.08% | Q1 2026 | May 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,200 | 217 | 0.01% | 0.01% | 973 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 1,200 | 217 | 0.0% | 0.0% | 974 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Paragon Capital Management Ltd | History | No change | 1,200 | 217 | 0.05% | 0.05% | 975 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WEALTH EFFECTS LLC | History | No change | 1,200 | 217 | 0.08% | 0.07% | 978 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 1,187 | 215 | 0.0% | 0.0% | 980 | -188 | -13.67% | Q1 2026 | May 14, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 1,187 | 215 | 0.01% | 0.01% | 979 | -25 | -2.06% | Q1 2026 | Apr 16, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 1,180 | 214 | 0.01% | 0.01% | 981 | -16 | -1.34% | Q1 2026 | Apr 08, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 1,173 | 212 | 0.06% | 0.06% | 982 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,062 | 212 | 0.08% | 0.08% | 983 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 1,166 | 211 | 0.05% | 0.05% | 984 | +10 | 0.87% | Q1 2026 | May 12, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 1,159 | 210 | 0.01% | 0.01% | 985 | +1 | 0.09% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 1,151 | 208 | 0.05% | 0.07% | 987 | -173 | -13.07% | Q1 2026 | Apr 17, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 1,045 | 208 | 0.07% | 0.07% | 986 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| KLCM Advisors, Inc. | History | No change | 1,145 | 207 | 0.02% | 0.02% | 988 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| One Day In July LLC | History | No change | 1,144 | 207 | 0.02% | 0.02% | 989 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 1,037 | 207 | 0.04% | 0.04% | 990 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Advisor OS, LLC | History | Reduced | 1,139 | 206 | 0.01% | 0.02% | 991 | -71 | -5.87% | Q1 2026 | May 07, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 1,138 | 206 | 0.09% | 0.1% | 992 | -49 | -4.13% | Q1 2026 | May 12, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 1,139 | 206 | 0.1% | 0.12% | 993 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,129 | 204 | 0.0% | 0.01% | 994 | -63 | -5.29% | Q1 2026 | Apr 27, 2026 |
| Clarus Group, Inc. | History | No change | 1,120 | 203 | 0.07% | 0.08% | 995 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Broussard Financial Group LLC | History | Reduced | 1,117 | 202 | 0.16% | 0.19% | 996 | -84 | -6.99% | Q1 2026 | Apr 29, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 1,118 | 202 | 0.02% | 0.03% | 997 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 1,115 | 202 | 0.11% | 0.13% | 998 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DUTCH ASSET Corp | History | Reduced | 1,113 | 201 | 0.14% | 0.2% | 999 | -200 | -15.23% | Q1 2026 | May 08, 2026 |
| Financial Advisors Network, Inc. | History | No change | 1,107 | 200 | 0.03% | 0.03% | 1000 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,100 | 199 | 0.08% | 0.08% | 1001 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | No change | 1,094 | 198 | 0.07% | 0.07% | 1002 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,090 | 197 | 0.56% | 0.19% | 1004 | -20,600 | -94.97% | Q1 2026 | May 12, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 1,087 | 197 | 0.0% | 0.0% | 1003 | -5 | -0.46% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 984 | 196 | 0.06% | 0.06% | 1005 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 1,070 | 194 | 0.03% | 0.17% | 1006 | -4,551 | -80.96% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,038 | 188 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Evergreen Advisors, LLC | History | No change | 1,038 | 188 | 0.04% | 0.05% | 1008 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,006 | 182 | 0.01% | 0.01% | 1009 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 906 | 180 | 0.05% | 0.05% | 1010 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IAG Wealth Partners, LLC | History | No change | 978 | 177 | 0.02% | 0.02% | 1011 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 968 | 175 | 0.01% | — | 1012 | +968 | New | Q1 2026 | Apr 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 959 | 173 | 0.01% | 0.01% | 1013 | +40 | 4.35% | Q1 2026 | Apr 10, 2026 |
| Caitlin John, LLC | History | No change | 942 | 170 | 0.1% | 0.12% | 1014 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | No change | 937 | 169 | 0.09% | 0.1% | 1015 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 927 | 168 | 0.04% | — | 1016 | +927 | New | Q1 2026 | May 08, 2026 |
| GGM Financial LLC | History | No change | 904 | 164 | 0.08% | 0.09% | 1017 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 900 | 163 | 0.0% | 0.0% | 1018 | +300 | 50.0% | Q1 2026 | May 13, 2026 |
| EFG International AG | History | No change | 900 | 163 | 0.0% | 0.0% | 1019 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 888 | 161 | 0.03% | 0.04% | 1020 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreFirst Bank & Trust | History | No change | 800 | 159 | 0.09% | 0.09% | 1021 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 859 | 155 | 0.02% | 0.04% | 1022 | -682 | -44.26% | Q1 2026 | Apr 24, 2026 |
| SIMA Wealth Partners, LLC | History | New | 850 | 154 | 0.12% | — | 1023 | +850 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | No change | 818 | 148 | 0.01% | 0.01% | 1024 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Richardson Capital Management LLC | History | Reduced | 815 | 147 | 0.07% | 0.09% | 1025 | -62 | -7.07% | Q1 2026 | May 12, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 804 | 145 | 0.06% | 0.09% | 1026 | -603 | -42.86% | Q1 2026 | May 08, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 789 | 143 | 0.05% | 0.03% | 1027 | +333 | 73.03% | Q1 2026 | May 05, 2026 |
| New Republic Capital, LLC | History | Reduced | 764 | 138 | 0.05% | 0.05% | 1028 | -110 | -12.59% | Q1 2026 | May 01, 2026 |
| Missouri Trust & Investment Co | History | New | 750 | 136 | 0.04% | — | 1029 | +750 | New | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 720 | 134 | 0.0% | 0.0% | 1030 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | No change | 733 | 132 | 0.01% | 0.01% | 1031 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vanguard National Trust Co | History | New | 724 | 131 | 0.01% | — | 1032 | +724 | New | Q1 2026 | May 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 702 | 127 | 0.01% | 0.01% | 1033 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 699 | 126 | 0.0% | 0.0% | 1034 | -15,051 | -95.56% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 656 | 119 | 0.04% | — | 1035 | +656 | New | Q1 2026 | May 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 654 | 118 | 0.04% | 0.04% | 1036 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 655 | 118 | 0.01% | 0.01% | 1037 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 650 | 117 | 0.0% | — | 1038 | +650 | New | Q1 2026 | Apr 29, 2026 |
| Wells Financial Advisors INC | History | No change | 625 | 113 | 0.51% | 0.24% | 1039 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 622 | 112 | 0.05% | 0.06% | 1040 | -172 | -21.66% | Q1 2026 | May 07, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 615 | 111 | 0.04% | 0.04% | 1041 | +8 | 1.32% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | Reduced | 610 | 110 | 0.0% | 0.0% | 1042 | -18 | -2.87% | Q1 2026 | May 08, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 605 | 109 | 0.04% | 0.04% | 1043 | +1 | 0.17% | Q1 2026 | Apr 01, 2026 |
| Align Financial, LLC | History | Reduced | 600 | 108 | 0.06% | 0.07% | 1045 | -119,208 | -99.5% | Q1 2026 | May 08, 2026 |
| MTM Investment Management, LLC | History | No change | 600 | 108 | 0.03% | 0.04% | 1044 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | Reduced | 593 | 107 | 0.02% | 0.04% | 1046 | -600 | -50.29% | Q1 2026 | May 05, 2026 |
| NBT BANK N A /NY | History | Added to | 582 | 105 | 0.01% | 0.01% | 1047 | +382 | 191.0% | Q1 2026 | Apr 28, 2026 |
| Truvestments Capital LLC | History | No change | 580 | 105 | 0.02% | 0.02% | 1048 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 584 | 105 | 0.03% | 0.04% | 1049 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True Link Financial Advisors, LLC | History | New | 570 | 103 | 0.01% | — | 1051 | +570 | New | Q1 2026 | Apr 29, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 572 | 103 | 0.0% | 0.0% | 1050 | -330 | -36.59% | Q1 2026 | May 06, 2026 |
| CKW FINANCIAL GROUP | History | No change | 540 | 100 | 0.01% | 0.01% | 1052 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 550 | 99 | 0.01% | 0.02% | 1054 | -200 | -26.67% | Q1 2026 | May 12, 2026 |
| Hartford Financial Management Inc. | History | No change | 547 | 99 | 0.03% | 0.03% | 1053 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 545 | 98 | 0.0% | 0.0% | 1055 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 545 | 98 | 0.06% | 0.07% | 1056 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | No change | 531 | 96 | 0.0% | 0.0% | 1057 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Founders Capital Management | History | Reduced | 490 | 88 | 0.04% | 0.07% | 1058 | -144 | -22.71% | Q1 2026 | Apr 21, 2026 |
| Newton One Investments LLC | History | Added to | 479 | 86 | 0.02% | 0.03% | 1059 | +1 | 0.21% | Q1 2026 | Apr 24, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 474 | 85 | 0.04% | 0.3% | 1060 | -3,849 | -89.04% | Q1 2026 | Apr 14, 2026 |
| Crewe Advisors LLC | History | No change | 474 | 85 | 0.01% | 0.01% | 1061 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 465 | 84 | 0.07% | 0.08% | 1062 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Morton Brown Family Wealth, LLC | History | New | 452 | 82 | 0.02% | — | 1064 | +452 | New | Q1 2026 | Apr 20, 2026 |
| SYM FINANCIAL Corp | History | No change | 454 | 82 | 0.01% | 0.01% | 1063 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 450 | 81 | 0.05% | 0.05% | 1065 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 434 | 78 | 0.03% | 0.03% | 1066 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 346 | 77 | 0.01% | 0.07% | 1067 | -1,749 | -83.48% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 403 | 73 | 0.0% | — | 1068 | +403 | New | Q1 2026 | Apr 13, 2026 |
| BankChampaign, National Association | History | Added to | 400 | 72 | 0.07% | 0.08% | 1073 | +189 | 89.57% | Q1 2026 | May 21, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 400 | 72 | 0.03% | 0.04% | 1070 | -85 | -17.53% | Q1 2026 | Apr 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 400 | 72 | 0.05% | 0.06% | 1069 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Biltmore Family Office, LLC | History | No change | 400 | 72 | 0.01% | 0.01% | 1071 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 400 | 72 | 0.01% | 0.02% | 1072 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 386 | 70 | 0.01% | 0.01% | 1074 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 386 | 70 | 0.02% | 0.02% | 1075 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Davis Capital Management | History | Reduced | 373 | 67 | 0.05% | 0.05% | 1078 | -1 | -0.27% | Q1 2026 | Apr 16, 2026 |
| First Command Advisory Services, Inc. | History | No change | 371 | 67 | 0.0% | 0.0% | 1076 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 339 | 67 | 0.06% | 0.06% | 1077 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 361 | 65 | 0.07% | 0.08% | 1079 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 353 | 63 | 0.04% | — | 1084 | +353 | New | Q1 2026 | Apr 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 352 | 63 | 0.0% | — | 1083 | +352 | New | Q1 2026 | Apr 14, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 349 | 63 | 0.09% | 0.1% | 1082 | +1 | 0.29% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | No change | 352 | 63 | 0.02% | 0.02% | 1080 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Park Place Capital Corp | History | No change | 348 | 63 | 0.01% | 0.01% | 1081 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 344 | 62 | 0.01% | 0.02% | 1085 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | Added to | 340 | 61 | 0.0% | 0.0% | 1086 | +6 | 1.8% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 335 | 60 | 0.0% | 0.0% | 1087 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 329 | 59 | 0.01% | 0.01% | 1088 | +11 | 3.46% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | No change | 312 | 56 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 309 | 56 | 0.02% | 0.02% | 1090 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clark Wealth Partners | History | Reduced | 293 | 53 | 0.04% | 0.04% | 1091 | -18 | -5.79% | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 291 | 52 | 0.01% | 0.02% | 1092 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Team Financial Group, LLC | History | No change | 282 | 51 | 0.02% | 0.03% | 1093 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Meramec Financial Planners, LLC | History | No change | 243 | 51 | 0.02% | 0.02% | 1094 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SOFI WEALTH, LLC | History | Added to | 280 | 50 | 0.0% | 0.0% | 1095 | +3 | 1.08% | Q1 2026 | May 05, 2026 |
| Forum Finance Group S.A. | History | New | 321 | 48 | 0.03% | — | 1099 | +321 | New | Q1 2026 | May 07, 2026 |
| Leo H. Evart, Inc. | History | New | 270 | 48 | 0.04% | — | 1098 | +270 | New | Q1 2026 | May 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 270 | 48 | 0.03% | 0.03% | 1096 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | No change | 270 | 48 | 0.01% | 0.01% | 1097 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SouthState Bank Corp | History | No change | 235 | 42 | 0.0% | 0.0% | 1100 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 235 | 42 | 0.01% | 0.01% | 1101 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 227 | 41 | 0.0% | 0.0% | 1102 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 217 | 39 | 0.0% | 0.25% | 1103 | -14,494 | -98.52% | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 200 | 39 | 0.03% | 0.03% | 1104 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Centennial Bank/AR/ | History | No change | 214 | 38 | 0.01% | 0.02% | 1105 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 207 | 37 | 0.0% | 0.0% | 1106 | +184 | 800.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Financial Strategies CORP | History | No change | 205 | 37 | 0.02% | 0.02% | 1107 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Capital Advisor Network LLC | History | New | 197 | 35 | 0.04% | — | 1108 | +197 | New | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 188 | 34 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 190 | 34 | 0.0% | 0.0% | 1110 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tidemark, LLC | History | No change | 190 | 34 | 0.01% | 0.01% | 1111 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Destiny Wealth Partners, LLC | History | New | 174 | 31 | 0.0% | — | 1113 | +174 | New | Q1 2026 | May 11, 2026 |
| Collier Financial | History | Added to | 175 | 31 | 0.02% | 0.03% | 1112 | +1 | 0.57% | Q1 2026 | May 11, 2026 |
| Citizens National Bank Trust Department | History | New | 170 | 30 | 0.0% | — | 1115 | +170 | New | Q1 2026 | May 04, 2026 |
| TSFG, LLC | History | No change | 164 | 30 | 0.0% | 0.0% | 1114 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 160 | 29 | 0.01% | 0.02% | 1116 | -119 | -42.65% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 160 | 29 | 0.01% | 0.01% | 1117 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | No change | 158 | 28 | 0.0% | 0.0% | 1118 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 156 | 28 | 0.02% | 0.03% | 1119 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 152 | 27 | 0.0% | 0.0% | 1121 | -11 | -6.75% | Q1 2026 | Apr 09, 2026 |
| CITY HOLDING CO | History | No change | 150 | 27 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JDM Financial Group LLC | History | No change | 151 | 27 | 0.01% | 0.01% | 1122 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 140 | 25 | 0.02% | — | 1126 | +140 | New | Q1 2026 | Apr 16, 2026 |
| Triumph Capital Management | History | No change | 143 | 25 | 0.01% | 0.01% | 1123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 143 | 25 | 0.0% | 0.0% | 1124 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Miller Capital Partners, Inc. | History | No change | 140 | 25 | 0.01% | 0.01% | 1125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 137 | 24 | 0.01% | 0.3% | 1127 | -4,496 | -97.04% | Q1 2026 | May 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 128 | 23 | 0.0% | 0.0% | 1128 | +76 | 146.15% | Q1 2026 | May 07, 2026 |
| Monetary Solutions, Ltd | History | No change | 130 | 23 | 0.02% | 0.02% | 1129 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Magnolia Wealth Management, LLC | History | New | 125 | 22 | 0.01% | — | 1132 | +125 | New | Q1 2026 | May 06, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 124 | 22 | 0.01% | 0.01% | 1131 | -18 | -12.68% | Q1 2026 | May 01, 2026 |
| EPG Wealth Management LLC | History | No change | 126 | 22 | 0.01% | 0.01% | 1130 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 119 | 21 | 0.0% | 0.0% | 1133 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 121 | 21 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 106 | 19 | 0.03% | — | 1135 | +106 | New | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 100 | 18 | 0.0% | 0.0% | 1136 | -100 | -50.0% | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | Reduced | 100 | 18 | 0.01% | 0.02% | 1139 | -100 | -50.0% | Q1 2026 | Apr 09, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 101 | 18 | 0.0% | 0.0% | 1138 | +65 | 180.56% | Q1 2026 | May 13, 2026 |
| Sankala Group LLC | History | Reduced | 106 | 18 | 0.01% | 0.02% | 1141 | -30 | -22.06% | Q1 2026 | Mar 31, 2026 |
| Morse Asset Management, Inc | History | No change | 100 | 18 | 0.0% | 0.0% | 1137 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 93 | 18 | 0.0% | 0.0% | 1140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 95 | 17 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Armor Investment Advisors, LLC | History | No change | 92 | 16 | 0.01% | 0.01% | 1143 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PlanVest Financial, Inc | History | New | 84 | 15 | 0.01% | — | 1145 | +84 | New | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 86 | 15 | 0.0% | 0.0% | 1144 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 82 | 14 | 0.0% | 0.0% | 1146 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bogart Wealth, LLC | History | No change | 80 | 14 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 80 | 14 | 0.01% | 0.01% | 1148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 76 | 13 | 0.0% | 0.0% | 1149 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Joseph Group Capital Management | History | No change | 75 | 13 | 0.0% | 0.0% | 1150 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NorthAvenue LLC | History | No change | 77 | 13 | 0.01% | 0.01% | 1151 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 69 | 12 | 0.01% | 0.0% | 1152 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 67 | 12 | 0.01% | 0.01% | 1153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Benson Wealth Management INC | History | No change | 69 | 12 | 0.02% | 0.01% | 1154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 61 | 11 | 0.0% | 0.0% | 1155 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 66 | 11 | 0.01% | 0.01% | 1156 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 59 | 11 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 65 | 11 | 0.0% | 0.0% | 1158 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | No change | 62 | 11 | 0.0% | 0.0% | 1159 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 56 | 10 | 0.0% | 0.0% | 1160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | No change | 60 | 10 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Smithfield Trust Co | History | No change | 47 | 9 | 0.0% | 0.0% | 1162 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 52 | 9 | 0.0% | 0.01% | 1163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 48 | 8 | 0.01% | 0.02% | 1166 | -51 | -51.52% | Q1 2026 | May 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 45 | 8 | 0.0% | 0.0% | 1165 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 40 | 7 | 0.0% | 0.01% | 1167 | -800 | -95.24% | Q1 2026 | May 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 39 | 7 | 0.0% | 0.0% | 1168 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Glassman Wealth Services | History | No change | 36 | 6 | 0.0% | 0.0% | 1169 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SWAN Capital LLC | History | No change | 35 | 6 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 38 | 6 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cardinal Strategic Wealth Guidance | History | New | 31 | 5 | 0.0% | — | 1174 | +31 | New | Q1 2026 | Apr 20, 2026 |
| Basepoint Wealth LLC | History | New | 28 | 5 | 0.0% | — | 1175 | +28 | New | Q1 2026 | May 07, 2026 |
| COUNTRY TRUST BANK | History | No change | 30 | 5 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 31 | 5 | 0.01% | 0.01% | 1173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Reduced | 25 | 4 | 0.0% | 0.0% | 1176 | -39 | -60.94% | Q1 2026 | Apr 10, 2026 |
| Hanson & Doremus Investment Management | History | New | 22 | 4 | 0.0% | — | 1177 | +22 | New | Q1 2026 | Apr 17, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 21 | 3 | 0.0% | 0.01% | 1180 | -86 | -80.37% | Q1 2026 | Apr 28, 2026 |
| Strategic Advocates LLC | History | Reduced | 19 | 3 | 0.01% | 0.01% | 1182 | -85 | -81.73% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 19 | 3 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 20 | 3 | 0.0% | 0.0% | 1179 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ORG Partners LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 1181 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Roxbury Financial LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 16 | 2 | 0.01% | 0.01% | 1184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 1186 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 7 | 1 | 0.0% | 0.01% | 1187 | -1,672 | -99.58% | Q1 2026 | Apr 30, 2026 |
| ALERUS FINANCIAL NA | History | No change | 10 | 1 | 0.0% | 0.0% | 1188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHELSEA COUNSEL CO | History | No change | 9 | 1 | 0.0% | 0.0% | 1189 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 9 | 1 | 0.0% | 0.0% | 1190 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Costello Asset Management, INC | History | No change | 7 | 1 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | No change | 8 | 1 | 0.0% | 0.0% | 1193 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -206,326 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -203,191 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -183,031 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -168,610 | -100.0% | Q1 2026 | Apr 07, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.02% | — | -111,932 | -100.0% | Q1 2026 | May 15, 2026 |
| Camarda Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 5.32% | — | -70,023 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.28% | — | -61,274 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Closed out | 0 | 0 | — | 5.37% | — | -61,218 | -100.0% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.01% | — | -44,733 | -100.0% | Q1 2026 | May 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 4.08% | — | -43,288 | -100.0% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -30,995 | -100.0% | Q1 2026 | Apr 17, 2026 |
| WealthCare Asset Management, LLC | History | Closed out | 0 | 0 | — | 3.21% | — | -25,723 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -19,129 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 1.19% | — | -18,246 | -100.0% | Q1 2026 | Apr 10, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -17,990 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -17,684 | -100.0% | Q1 2026 | May 20, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.35% | — | -17,554 | -100.0% | Q1 2026 | May 15, 2026 |
| USA FINANCIAL FORMULAS | History | Closed out | 0 | 0 | — | 0.48% | — | -13,126 | -100.0% | Q1 2026 | Apr 14, 2026 |
| M1 Capital Management LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -12,676 | -100.0% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,100 | -100.0% | Q1 2026 | May 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -8,985 | -100.0% | Q1 2026 | May 13, 2026 |
| Teucrium Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 1.75% | — | -7,981 | -100.0% | Q1 2026 | May 15, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -7,840 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,420 | -100.0% | Q1 2026 | May 01, 2026 |
| Detalus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -7,346 | -100.0% | Q1 2026 | Apr 22, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.73% | — | -7,178 | -100.0% | Q1 2026 | May 15, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -6,596 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Axecap Investments, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -5,993 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -5,683 | -100.0% | Q1 2026 | May 12, 2026 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,442 | -100.0% | Q1 2026 | May 05, 2026 |
| REGIMEN WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -5,293 | -100.0% | Q1 2026 | May 07, 2026 |
| Biondo Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,278 | -100.0% | Q1 2026 | May 14, 2026 |
| Eddie Patel Inc | History | Closed out | 0 | 0 | — | 0.69% | — | -4,623 | -100.0% | Q1 2026 | May 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -4,037 | -100.0% | Q1 2026 | May 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.17% | — | -3,957 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,430 | -100.0% | Q1 2026 | May 12, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -3,208 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Closed out | 0 | 0 | — | 0.05% | — | -3,188 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Traveka Wealth, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -2,820 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Verger Capital Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,443 | -100.0% | Q1 2026 | May 13, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,405 | -100.0% | Q1 2026 | Apr 20, 2026 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -2,339 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Colter Lewis Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -2,060 | -100.0% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,998 | -100.0% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,873 | -100.0% | Q1 2026 | May 04, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,851 | -100.0% | Q1 2026 | May 18, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,834 | -100.0% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -1,824 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,818 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,745 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,700 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,634 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Banco Santander, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,548 | -100.0% | Q1 2026 | May 08, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,546 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,454 | -100.0% | Q1 2026 | May 14, 2026 |
| GKV Capital Management Co., Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -1,416 | -100.0% | Q1 2026 | May 21, 2026 |
| Advocacy Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,377 | -100.0% | Q1 2026 | May 12, 2026 |
| FOCUSED ALPHA, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,373 | -100.0% | Q1 2026 | May 12, 2026 |
| BLALOCK WILLIAMS, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -1,360 | -100.0% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,287 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,237 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FARMERS TRUST CO | History | Closed out | 0 | 0 | — | 0.04% | — | -1,233 | -100.0% | Q1 2026 | Apr 07, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,200 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,187 | -100.0% | Q1 2026 | May 05, 2026 |
| Madrona Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,160 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Sava Infond d.o.o. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,160 | -100.0% | Q1 2026 | May 11, 2026 |
| Richard P Slaughter Associates Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -1,130 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,128 | -100.0% | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.03% | — | -1,120 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Strong Tower Advisory Services | History | Closed out | 0 | 0 | — | 0.04% | — | -1,116 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,113 | -100.0% | Q1 2026 | May 13, 2026 |
| CROBAN | History | Closed out | 0 | 0 | — | 0.11% | — | -1,111 | -100.0% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,107 | -100.0% | Q1 2026 | Apr 10, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,100 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Oak Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,095 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,091 | -100.0% | Q1 2026 | May 04, 2026 |
| Taylor Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -1,088 | -100.0% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,086 | -100.0% | Q1 2026 | May 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,076 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Liberty Atlantic Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,074 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Nadler Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,072 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealth Management Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,072 | -100.0% | Q1 2026 | Apr 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,066 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -1,061 | -100.0% | Q1 2026 | May 13, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,061 | -100.0% | Q1 2026 | May 06, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,058 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Powers Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,057 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,050 | -100.0% | Q1 2026 | May 14, 2026 |
| Sandbox Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,050 | -100.0% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,047 | -100.0% | Q1 2026 | May 04, 2026 |
| NDWM LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,045 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ASPIRIANT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,043 | -100.0% | Q1 2026 | May 12, 2026 |
| SigFig Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,040 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OPINICUS CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -1,037 | -100.0% | Q1 2026 | May 05, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,036 | -100.0% | Q1 2026 | Apr 17, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -1,033 | -100.0% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,018 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Zullo Investment Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,017 | -100.0% | Q1 2026 | Apr 15, 2026 |
| NOVUS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -1,017 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -1,011 | -100.0% | Q1 2026 | May 13, 2026 |
| First Bancorp, Inc /ME/ | History | Closed out | 0 | 0 | — | 0.11% | — | -1,010 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -487 | -100.0% | Q1 2026 | May 13, 2026 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | May 01, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -328 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -328 | -100.0% | Q1 2026 | May 04, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -303 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -181 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -86 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -66 | -100.0% | Q1 2026 | May 07, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -50 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 11, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Kilter Group LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -27 | -93.1% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 11, 2026 |
| Imprint Wealth LLC | History | Reduced | 5 | 0 | — | 0.02% | — | -18 | -78.26% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 04, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 01, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| Advocate Investing Services LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Viewpoint Capital Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| United Financial Planning Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |