Janus Detroit Street Trust - JAAA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 40,377,740 | 2,033,826 | 0.15% | 0.11% | 1 | +10,199,976 | 33.8% | Q1 2026 | May 15, 2026 |
| ALLIANZ SE | History | Added to | 40,102,132 | 2,019,944 | 22.4% | 17.17% | 2 | +13,741,300 | 52.13% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 20,849,306 | 1,050,179 | 0.06% | 0.06% | 3 | +233,296 | 1.13% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 13,252,376 | 667,522 | 0.18% | 0.18% | 4 | -20,360 | -0.15% | Q1 2026 | May 06, 2026 |
| BARINGS LLC | History | Added to | 12,909,176 | 650,235 | 10.5% | 5.59% | 5 | +6,909,176 | 115.15% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Added to | 9,346,524 | 472,331 | 0.53% | 0.47% | 6 | +1,117,640 | 13.58% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,269,530 | 366,166 | 0.11% | 0.11% | 7 | +353,580 | 5.11% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,888,669 | 346,982 | 0.07% | 0.07% | 8 | -569,046 | -7.63% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 6,848,479 | 344,957 | 0.05% | 0.05% | 9 | +288,229 | 4.39% | Q1 2026 | May 05, 2026 |
| McCarthy & Cox | History | No change | 6,641 | 335,909 | 4.07% | 4.07% | 10 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,343,669 | 319,530 | 0.09% | 0.1% | 11 | -521,993 | -7.6% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 5,552,525 | 279,680 | 0.3% | 0.26% | 12 | +771,344 | 16.13% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,251,509 | 264,519 | 0.05% | 0.04% | 13 | +563,800 | 12.03% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 5,170,765 | 260,451 | 18.23% | 13.46% | 14 | +152,469 | 3.04% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 4,697,846 | 236,630 | 0.86% | 0.82% | 15 | +193,959 | 4.31% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,007,852 | 201,690 | 0.05% | 0.04% | 16 | +849,886 | 26.91% | Q1 2026 | May 15, 2026 |
| ARCH CAPITAL GROUP LTD. | History | No change | 3,941,665 | 198,542 | 68.37% | 68.22% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,823,315 | 192,581 | 0.2% | 0.23% | 18 | -317,190 | -7.66% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,800,488 | 191,430 | 0.03% | 0.03% | 19 | +87,544 | 2.36% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 3,574,015 | 180,023 | 9.28% | 8.98% | 20 | +163,627 | 4.8% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,466,155 | 174,590 | 2.68% | 2.58% | 21 | +131,963 | 3.96% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,217,418 | 162,061 | 0.61% | 0.56% | 22 | +528,630 | 19.66% | Q1 2026 | Apr 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,941,973 | 148,187 | 0.07% | 0.03% | 23 | +1,775,654 | 152.24% | Q1 2026 | May 18, 2026 |
| Mariner, LLC | History | Added to | 2,819,146 | 142,000 | 0.17% | 0.17% | 24 | +9,038 | 0.32% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,755,685 | 138,803 | 2.38% | 2.42% | 25 | +135,184 | 5.16% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,642,955 | 133,125 | 2.06% | 2.17% | 26 | +37,801 | 1.45% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 2,640,486 | 133,001 | 0.72% | 0.73% | 27 | +108,777 | 4.3% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,478,941 | 124,870 | 0.18% | 0.18% | 28 | +38,391 | 1.57% | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 2,456,749 | 123,958 | 7.96% | 7.91% | 29 | +17,363 | 0.71% | Q1 2026 | Apr 17, 2026 |
| Invesco Ltd. | History | Reduced | 2,301,493 | 115,926 | 0.02% | 0.02% | 30 | -906 | -0.04% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,256,576 | 113,663 | 0.15% | 0.15% | 31 | +74,297 | 3.4% | Q1 2026 | Apr 27, 2026 |
| GREENLEAF TRUST | History | Added to | 2,249,815 | 113,323 | 1.11% | 0.86% | 32 | +400,816 | 21.68% | Q1 2026 | Apr 27, 2026 |
| TruWealth Advisors, LLC | History | Added to | 2,186,984 | 110,158 | 5.29% | 5.24% | 33 | +70,542 | 3.33% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,099,166 | 105,735 | 0.27% | 0.26% | 34 | +161,879 | 8.36% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | Added to | 1,959,963 | 98,723 | 0.9% | 0.81% | 35 | +163,193 | 9.08% | Q1 2026 | May 11, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 1,917,031 | 96,560 | 17.6% | 16.77% | 36 | +94,718 | 5.2% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,657,452 | 83,485 | 0.62% | 0.64% | 37 | +78,982 | 5.0% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,624,072 | 81,804 | 0.11% | 0.07% | 38 | +576,411 | 55.02% | Q1 2026 | Apr 27, 2026 |
| Obermeyer Wealth Partners | History | Added to | 1,598,343 | 80,508 | 3.71% | 3.49% | 39 | +89,545 | 5.93% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,493,321 | 75,218 | 0.07% | 0.07% | 40 | -14,886 | -0.99% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,450,557 | 73,064 | 0.01% | 0.01% | 41 | +277,588 | 23.67% | Q1 2026 | May 05, 2026 |
| Gradient Investments LLC | History | Added to | 1,407,337 | 70,887 | 1.1% | 1.01% | 42 | +150,314 | 11.96% | Q1 2026 | Apr 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 1,294,575 | 65,207 | 2.98% | 2.88% | 43 | -8,918 | -0.68% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,272,554 | 64,098 | 0.35% | 0.31% | 44 | +143,893 | 12.75% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 1,177,625 | 59,553 | 0.29% | 0.3% | 45 | +46,943 | 4.15% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Added to | 1,178,248 | 59,348 | 4.3% | 4.57% | 46 | +56,222 | 5.01% | Q1 2026 | May 07, 2026 |
| ATWOOD & PALMER INC | History | Added to | 1,149,903 | 57,920 | 3.27% | 3.18% | 47 | +43,395 | 3.92% | Q1 2026 | Apr 15, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 1,142,929 | 57,569 | 6.99% | 7.02% | 48 | +33,461 | 3.02% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 1,086,774 | 54,740 | 0.0% | 0.0% | 49 | +360,718 | 49.68% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 1,079,949 | 54,397 | 0.26% | 0.52% | 50 | -788,357 | -42.2% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,051,536 | 52,965 | 0.25% | 0.28% | 51 | -118,020 | -10.09% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,046,748 | 52,724 | 0.26% | 0.16% | 52 | +450,984 | 75.7% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 1,023,378 | 51,547 | 2.0% | 1.87% | 53 | +33,731 | 3.41% | Q1 2026 | May 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 1,022,776 | 51,517 | 6.41% | 8.42% | 54 | -336,884 | -24.78% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 996,991 | 50,218 | 0.09% | 0.13% | 55 | -387,967 | -28.01% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 970,719 | 48,982 | 2.95% | 2.9% | 56 | +24,464 | 2.59% | Q1 2026 | Apr 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 913,080 | 46,175 | 1.0% | 1.04% | 57 | -8,224 | -0.89% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 890,446 | 44,851 | 0.95% | 0.83% | 58 | +94,483 | 11.87% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 859,924 | 43,314 | 3.51% | 3.12% | 59 | +110,360 | 14.72% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 817,279 | 41,166 | 0.75% | 0.78% | 60 | +14,903 | 1.86% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 804,803 | 40,537 | 1.6% | 1.61% | 61 | -15,894 | -1.94% | Q1 2026 | Apr 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 793,046 | 39,945 | 0.13% | 0.02% | 62 | +693,046 | 693.05% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 775,551 | 39,064 | 0.61% | 0.53% | 63 | +65,964 | 9.3% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 774,368 | 39,004 | 2.27% | 0.74% | 64 | +527,232 | 213.34% | Q1 2026 | Apr 30, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 762,225 | 38,393 | 4.77% | 4.73% | 65 | +12,894 | 1.72% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 754,826 | 38,020 | 0.06% | 0.04% | 66 | +197,126 | 35.35% | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 754,050 | 37,981 | 4.89% | 4.26% | 67 | +149,776 | 24.79% | Q1 2026 | Apr 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 733,716 | 36,957 | 9.43% | 7.41% | 68 | +212,643 | 40.81% | Q1 2026 | Apr 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 719,766 | 36,254 | 1.34% | 1.29% | 69 | +23,433 | 3.37% | Q1 2026 | Apr 20, 2026 |
| Drake & Associates, LLC | History | Added to | 710,008 | 35,763 | 6.82% | 6.42% | 70 | +73,133 | 11.48% | Q1 2026 | May 13, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 700,988 | 35,308 | 2.67% | 2.93% | 71 | -69,094 | -8.97% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 693,764 | 34,944 | 3.82% | 4.13% | 72 | -14,489 | -2.05% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 660,550 | 33,271 | 1.82% | 1.79% | 73 | +42,759 | 6.92% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 659,851 | 33,237 | 1.01% | 0.98% | 74 | +10,004 | 1.54% | Q1 2026 | Apr 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 654,069 | 32,945 | 1.11% | 0.73% | 75 | +56,515 | 9.46% | Q1 2026 | Apr 23, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | Reduced | 646,695 | 32,574 | 14.7% | 21.38% | 76 | -200,000 | -23.62% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 643,662 | 32,421 | 0.92% | 0.72% | 77 | +153,518 | 31.32% | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 639,900 | 32,231 | 1.86% | 0.84% | 78 | +286,300 | 80.97% | Q1 2026 | Apr 16, 2026 |
| Diesslin Group, Inc. | History | Added to | 637,921 | 32,132 | 14.47% | 12.6% | 79 | +11,002 | 1.75% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 636,837 | 32,077 | 0.29% | 0.4% | 80 | +13,586 | 2.18% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 635,047 | 31,987 | 0.09% | 0.07% | 81 | +39,774 | 6.68% | Q1 2026 | May 04, 2026 |
| New England Private Wealth Advisors LLC | History | New | 632,115 | 31,839 | 3.68% | — | 82 | +632,115 | New | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 619,099 | 31,184 | 0.36% | 0.32% | 83 | +59,374 | 10.61% | Q1 2026 | Apr 16, 2026 |
| Endurance Services Ltd | History | No change | 592,887 | 29,863 | 5.03% | 5.31% | 84 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 577,735 | 29,100 | 1.88% | 1.75% | 85 | +22,601 | 4.07% | Q1 2026 | Apr 27, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 574,201 | 28,923 | 1.49% | 1.5% | 86 | +19,505 | 3.52% | Q1 2026 | Apr 21, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 574,143 | 28,919 | 4.46% | 4.63% | 87 | +9,511 | 1.68% | Q1 2026 | May 07, 2026 |
| Talon Private Wealth, LLC | History | New | 572,000 | 28,811 | 3.83% | — | 88 | +572,000 | New | Q1 2026 | May 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 571,207 | 28,771 | 2.15% | 2.23% | 89 | +28,426 | 5.24% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 569,919 | 28,735 | 0.06% | 0.08% | 90 | -535,815 | -48.46% | Q1 2026 | Apr 08, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 539,424 | 27,170 | 1.06% | 1.08% | 91 | -3,065 | -0.56% | Q1 2026 | Apr 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 535,288 | 27,070 | 0.64% | 0.62% | 92 | -15,944 | -2.89% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 535,660 | 26,981 | 0.61% | 0.61% | 93 | -1,570 | -0.29% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 535,099 | 26,952 | 9.88% | 8.64% | 94 | +78,665 | 17.23% | Q1 2026 | Apr 09, 2026 |
| Sanchez Wealth Management Group | History | Added to | 527,182 | 26,554 | 5.74% | 5.43% | 95 | +25,365 | 5.05% | Q1 2026 | Apr 29, 2026 |
| BARD ASSOCIATES INC | History | Added to | 499,892 | 25,277 | 6.34% | 4.26% | 96 | +171,636 | 52.29% | Q1 2026 | May 07, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 500,000 | 25,185 | 0.33% | 0.21% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 493,400 | 24,852 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 481,095 | 24,232 | 0.3% | 0.3% | 99 | -2,787 | -0.58% | Q1 2026 | Apr 20, 2026 |
| Bell Bank | History | Added to | 477,660 | 24,059 | 1.02% | 0.52% | 100 | +238,811 | 99.98% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 477,000 | 24,026 | 0.27% | 0.28% | 101 | -5,248 | -1.09% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 473,439 | 23,847 | 0.62% | — | 102 | +473,439 | New | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 469,461 | 23,646 | 5.81% | 5.54% | 103 | +28,474 | 6.46% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | Added to | 467,876 | 23,566 | 8.12% | 7.28% | 104 | +39,741 | 9.28% | Q1 2026 | May 14, 2026 |
| TT Capital Management LLC | History | Reduced | 467,405 | 23,543 | 19.41% | 20.8% | 105 | -48,480 | -9.4% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 461,162 | 23,228 | 0.25% | — | 106 | +461,162 | New | Q1 2026 | May 12, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 459,482 | 23,144 | 4.8% | 5.45% | 107 | -28,433 | -5.83% | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | Added to | 458,889 | 23,114 | 10.6% | 10.21% | 108 | +17,481 | 3.96% | Q1 2026 | Apr 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 455,979 | 22,967 | 0.46% | 0.51% | 109 | -41,193 | -8.29% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 453,986 | 22,867 | 0.01% | 0.01% | 110 | +45,690 | 11.19% | Q1 2026 | May 07, 2026 |
| Kensington Asset Management, LLC | History | Added to | 443,949 | 22,361 | 1.22% | 0.42% | 111 | +282,305 | 174.65% | Q1 2026 | May 21, 2026 |
| Banco BTG Pactual S.A. | History | New | 429,426 | 21,630 | 1.89% | — | 112 | +429,426 | New | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 422,489 | 21,280 | 0.8% | 0.02% | 113 | +412,854 | 4284.94% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 421,526 | 21,232 | 0.49% | 0.28% | 114 | +194,861 | 85.97% | Q1 2026 | May 15, 2026 |
| Divergent Planning, LLC | History | No change | 417,349 | 21,122 | 5.39% | 5.39% | 115 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 416,056 | 20,956 | 0.0% | — | 116 | +416,056 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 413,574 | 20,831 | 1.97% | 2.02% | 117 | -5,602 | -1.34% | Q1 2026 | May 04, 2026 |
| Dynamic Financial Group | History | Added to | 407,794 | 20,540 | 16.8% | 14.9% | 118 | +62,472 | 18.09% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 407,053 | 20,503 | 0.08% | 0.0% | 119 | +390,275 | 2326.11% | Q1 2026 | May 13, 2026 |
| Fusion Capital, LLC | History | Added to | 397,835 | 20,038 | 5.41% | 3.72% | 120 | +136,054 | 51.97% | Q1 2026 | May 13, 2026 |
| Allen Capital Group, LLC | History | No change | 389,055 | 19,678 | 1.8% | 1.8% | 121 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 387,026 | 19,494 | 0.22% | 0.23% | 122 | -15,852 | -3.93% | Q1 2026 | May 05, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 385,471 | 19,416 | 10.79% | 10.89% | 123 | +15,201 | 4.11% | Q1 2026 | Apr 27, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 383,274 | 19,305 | 3.56% | 3.56% | 124 | -2,140 | -0.56% | Q1 2026 | Apr 27, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 378,894 | 19,084 | 5.2% | 5.34% | 125 | +4,742 | 1.27% | Q1 2026 | May 01, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 363,141 | 18,367 | 0.85% | 0.85% | 126 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 349,101 | 17,584 | 0.41% | 0.41% | 127 | +19,484 | 5.91% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 346,896 | 17,473 | 0.28% | 0.24% | 128 | +69,701 | 25.15% | Q1 2026 | Apr 22, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 343,726 | 17,313 | 8.98% | 5.04% | 129 | +188,557 | 121.52% | Q1 2026 | Apr 30, 2026 |
| Mason & Associates Inc | History | Reduced | 340,899 | 17,218 | 3.34% | 3.43% | 130 | -19,315 | -5.36% | Q1 2026 | Apr 30, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 341,711 | 17,211 | 9.51% | 9.3% | 131 | +7,385 | 2.21% | Q1 2026 | May 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 340,306 | 17,141 | 1.21% | 2.32% | 132 | +12,136 | 3.7% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 338,979 | 17,071 | 0.89% | 0.9% | 133 | -1,083 | -0.32% | Q1 2026 | May 15, 2026 |
| Bienville Capital Management, LLC | History | Added to | 337,007 | 17,042 | 3.1% | 2.45% | 134 | +31,791 | 10.42% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 337,876 | 17,018 | 5.56% | 5.47% | 135 | +16,125 | 5.01% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 332,358 | 16,810 | 0.11% | 0.14% | 136 | -73,151 | -18.04% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 333,274 | 16,787 | 1.23% | 1.07% | 137 | +19,272 | 6.14% | Q1 2026 | Apr 20, 2026 |
| Black Swift Group, LLC | History | Added to | 328,650 | 16,554 | 2.9% | 1.8% | 138 | +171,025 | 108.5% | Q1 2026 | Apr 24, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 319,953 | 16,116 | 8.08% | 7.78% | 139 | +9,034 | 2.91% | Q1 2026 | Apr 21, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 317,043 | 15,969 | 1.51% | 1.49% | 140 | +3,594 | 1.15% | Q1 2026 | Apr 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 314,389 | 15,835 | 0.17% | 0.18% | 141 | +7,161 | 2.33% | Q1 2026 | Apr 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 311,621 | 15,696 | 1.73% | 1.87% | 142 | -17,410 | -5.29% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 311,305 | 15,680 | 0.3% | 0.29% | 143 | +24,374 | 8.49% | Q1 2026 | Apr 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 310,427 | 15,636 | 5.65% | 5.47% | 144 | +3,304 | 1.08% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 308,799 | 15,554 | 0.25% | 0.23% | 145 | +32,184 | 11.63% | Q1 2026 | Apr 27, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 302,097 | 15,216 | 3.94% | 3.08% | 146 | +64,417 | 27.1% | Q1 2026 | Apr 08, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 301,265 | 15,174 | 3.8% | 3.71% | 147 | +17,690 | 6.24% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 295,216 | 14,870 | 0.0% | 0.0% | 148 | +232,016 | 367.11% | Q1 2026 | May 15, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 286,194 | 14,415 | 6.29% | 6.18% | 149 | +5,631 | 2.01% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Added to | 281,156 | 14,161 | 0.69% | 0.57% | 150 | +49,465 | 21.35% | Q1 2026 | May 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 277,054 | 14,011 | 4.54% | 4.18% | 151 | +27,599 | 11.06% | Q1 2026 | May 01, 2026 |
| Scarborough Advisors, LLC | History | Added to | 271,520 | 13,676 | 1.5% | 2.26% | 152 | +6,346 | 2.39% | Q1 2026 | May 07, 2026 |
| Crumly & Associates Inc. | History | Added to | 270,808 | 13,640 | 2.87% | 0.96% | 153 | +180,547 | 200.03% | Q1 2026 | Apr 02, 2026 |
| Financial Security Advisor, Inc. | History | New | 263,148 | 13,308 | 2.44% | — | 154 | +263,148 | New | Q1 2026 | May 04, 2026 |
| L2 Asset Management, LLC | History | Added to | 262,203 | 13,207 | 1.26% | 1.74% | 155 | +5,033 | 1.96% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Management LLC | History | New | 259,167 | 13,054 | 9.23% | — | 156 | +259,167 | New | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 258,475 | 13,019 | 0.89% | 0.75% | 157 | +19,177 | 8.01% | Q1 2026 | May 21, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 255,533 | 12,871 | 0.2% | 0.03% | 158 | +226,735 | 787.33% | Q1 2026 | May 04, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 253,599 | 12,773 | 8.21% | 9.42% | 159 | -34,053 | -11.84% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 251,517 | 12,668 | 0.0% | 0.03% | 160 | -3,869,977 | -93.9% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 251,508 | 12,668 | 0.12% | 0.09% | 161 | +91,043 | 56.74% | Q1 2026 | Apr 07, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 248,387 | 12,511 | 4.07% | 3.86% | 162 | +19,577 | 8.56% | Q1 2026 | May 08, 2026 |
| Santori & Peters, Inc. | History | Reduced | 246,936 | 12,438 | 3.87% | 4.27% | 163 | -187 | -0.08% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 245,942 | 12,388 | 0.59% | 0.44% | 164 | +53,934 | 28.09% | Q1 2026 | May 18, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 245,182 | 12,349 | 2.09% | 1.88% | 165 | +20,144 | 8.95% | Q1 2026 | Apr 28, 2026 |
| Nilsine Partners, LLC | History | Reduced | 242,769 | 12,298 | 0.96% | 1.17% | 166 | -24,963 | -9.32% | Q1 2026 | Apr 29, 2026 |
| Petix & Botte Co | History | Added to | 243,827 | 12,281 | 2.74% | 2.56% | 167 | +20,801 | 9.33% | Q1 2026 | Apr 30, 2026 |
| MRA Advisory Group | History | Added to | 242,446 | 12,212 | 4.98% | 4.82% | 168 | +15,375 | 6.77% | Q1 2026 | Apr 22, 2026 |
| SMITH, MOORE & CO. | History | Added to | 240,555 | 12,116 | 0.88% | 0.7% | 169 | +57,737 | 31.58% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 237,490 | 11,962 | 0.09% | 0.09% | 170 | +16,917 | 7.67% | Q1 2026 | May 15, 2026 |
| a16z Perennial Management, L.P. | History | Added to | 237,152 | 11,945 | 0.99% | 0.9% | 171 | +103 | 0.04% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 235,385 | 11,856 | 0.22% | 0.24% | 172 | -20,414 | -7.98% | Q1 2026 | Apr 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 234,584 | 11,815 | 0.36% | 0.34% | 173 | +11,439 | 5.13% | Q1 2026 | May 13, 2026 |
| Fortis Capital Management LLC | History | Reduced | 234,051 | 11,789 | 1.21% | 2.11% | 174 | -81,241 | -25.77% | Q1 2026 | May 11, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 233,300 | 11,751 | 7.44% | 7.81% | 175 | -8,964 | -3.7% | Q1 2026 | Apr 20, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 232,831 | 11,728 | 0.48% | 0.59% | 176 | -30,662 | -11.64% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 230,141 | 11,624 | 0.0% | 0.0% | 177 | +61,026 | 36.09% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 229,398 | 11,554 | 0.25% | 0.25% | 178 | -3,895 | -1.67% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Added to | 227,698 | 11,515 | 0.14% | 0.02% | 179 | +203,339 | 834.76% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 225,765 | 11,446 | 0.2% | 0.08% | 180 | +192,227 | 573.16% | Q1 2026 | May 01, 2026 |
| Secure Asset Management, LLC | History | Reduced | 226,357 | 11,401 | 1.8% | 1.82% | 181 | -3,515 | -1.53% | Q1 2026 | Apr 09, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 224,430 | 11,304 | 0.43% | 1.8% | 182 | -615,788 | -73.29% | Q1 2026 | Apr 29, 2026 |
| Northland Capital Management LLC | History | Added to | 224,251 | 11,295 | 6.18% | 6.0% | 183 | +12,347 | 5.83% | Q1 2026 | Apr 21, 2026 |
| White Pine Investment CO | History | Added to | 220,924 | 11,128 | 2.59% | 2.33% | 184 | +25,460 | 13.03% | Q1 2026 | Apr 20, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 214,889 | 10,823 | 0.75% | 0.74% | 185 | -242 | -0.11% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 213,503 | 10,754 | 0.22% | 0.15% | 186 | +81,890 | 62.22% | Q1 2026 | Apr 13, 2026 |
| Cynosure Group, LLC | History | Reduced | 211,047 | 10,630 | 1.33% | 1.13% | 187 | -9,276 | -4.21% | Q1 2026 | May 13, 2026 |
| HEADINVEST, LLC | History | Reduced | 210,500 | 10,602 | 2.17% | 2.21% | 188 | -9,245 | -4.21% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 210,479 | 10,601 | 4.78% | 4.73% | 189 | -1,368 | -0.65% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Added to | 209,138 | 10,534 | 0.95% | 0.96% | 190 | +12,228 | 6.21% | Q1 2026 | May 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 208,646 | 10,509 | 0.35% | 0.36% | 191 | +2,839 | 1.38% | Q1 2026 | May 13, 2026 |
| WT Wealth Management | History | Reduced | 207,877 | 10,470 | 3.11% | 3.29% | 192 | -18,234 | -8.06% | Q1 2026 | Apr 21, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 204,954 | 10,323 | 2.2% | — | 193 | +204,954 | New | Q1 2026 | Apr 10, 2026 |
| eCIO, Inc. | History | Added to | 201,599 | 10,154 | 4.46% | 4.05% | 194 | +29,867 | 17.39% | Q1 2026 | Apr 14, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 200,651 | 10,108 | 2.5% | 1.99% | 195 | +26,787 | 15.41% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | New | 200,000 | 10,074 | 0.0% | — | 196 | +200,000 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 199,960 | 10,071 | 0.13% | 0.14% | 197 | +9,836 | 5.17% | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 198,188 | 9,982 | 2.64% | 2.6% | 198 | -2,154 | -1.08% | Q1 2026 | Apr 22, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 197,232 | 9,934 | 5.71% | 7.01% | 199 | -31,577 | -13.8% | Q1 2026 | May 07, 2026 |
| Paragon Advisors, LLC | History | Reduced | 196,410 | 9,893 | 2.67% | 2.89% | 200 | -14,094 | -6.7% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 196,386 | 9,892 | 0.05% | 0.06% | 201 | -2,664 | -1.34% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 195,609 | 9,852 | 0.12% | 0.12% | 202 | +9,884 | 5.32% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 194,953 | 9,845 | 0.0% | 0.01% | 203 | +28,308 | 16.99% | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | History | Reduced | 193,084 | 9,725 | 2.32% | 2.57% | 204 | -14,442 | -6.96% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 192,097 | 9,675 | 3.22% | 3.11% | 205 | +5,494 | 2.94% | Q1 2026 | May 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 191,311 | 9,636 | 2.62% | 2.55% | 206 | +2,180 | 1.15% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 189,919 | 9,566 | 0.42% | 0.47% | 207 | -17,244 | -8.32% | Q1 2026 | May 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 189,131 | 9,564 | 1.47% | 3.37% | 208 | -206,720 | -52.22% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 189,334 | 9,536 | 0.24% | 0.16% | 209 | +62,956 | 49.82% | Q1 2026 | Apr 29, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 189,282 | 9,534 | 2.0% | 2.03% | 210 | +8,416 | 4.65% | Q1 2026 | Apr 30, 2026 |
| Denver PWM, LLC | History | Reduced | 187,724 | 9,498 | 3.26% | 3.82% | 211 | -37,631 | -16.7% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 186,725 | 9,405 | 0.38% | 0.42% | 212 | -49,368 | -20.91% | Q1 2026 | Apr 27, 2026 |
| Sovereign Investment Advisors, LLC | History | Reduced | 183,871 | 9,298 | 1.97% | 3.25% | 213 | -72,931 | -28.4% | Q1 2026 | May 12, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 182,977 | 9,216 | 1.7% | 1.52% | 214 | +17,963 | 10.89% | Q1 2026 | May 05, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 178,808 | 9,006 | 3.91% | 3.6% | 215 | +15,054 | 9.19% | Q1 2026 | Apr 16, 2026 |
| HCR Wealth Advisors | History | Added to | 177,069 | 8,918 | 0.92% | 0.81% | 216 | +15,616 | 9.67% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 175,848 | 8,857 | 0.73% | 0.71% | 217 | +10,890 | 6.6% | Q1 2026 | Apr 08, 2026 |
| Apollon Financial, LLC | History | Added to | 175,393 | 8,834 | 1.22% | 1.12% | 218 | +22,987 | 15.08% | Q1 2026 | Apr 22, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 172,622 | 8,720 | 3.12% | 3.18% | 219 | +9,555 | 5.86% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 171,955 | 8,661 | 6.0% | 5.69% | 220 | +1,819 | 1.07% | Q1 2026 | Apr 07, 2026 |
| Generation Capital Management LLC | History | Added to | 170,396 | 8,582 | 6.27% | 5.45% | 221 | +4,128 | 2.48% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 170,330 | 8,579 | 0.2% | 0.21% | 222 | +2,236 | 1.33% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 169,518 | 8,534 | 0.05% | 0.03% | 223 | +24,815 | 17.15% | Q1 2026 | Apr 29, 2026 |
| Facet Wealth, Inc. | History | Added to | 168,872 | 8,506 | 0.15% | 0.12% | 224 | +37,893 | 28.93% | Q1 2026 | May 07, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 168,721 | 8,498 | 2.0% | 1.99% | 225 | +484 | 0.29% | Q1 2026 | Apr 23, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 168,464 | 8,485 | 0.81% | 2.74% | 226 | -422,477 | -71.49% | Q1 2026 | Apr 27, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 168,375 | 8,481 | 6.57% | 7.94% | 227 | -27,469 | -14.03% | Q1 2026 | Apr 28, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 166,583 | 8,424 | 2.89% | 0.97% | 228 | +118,600 | 247.17% | Q1 2026 | May 14, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 166,464 | 8,418 | 6.2% | 4.14% | 229 | +57,702 | 53.05% | Q1 2026 | May 11, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 166,029 | 8,362 | 1.71% | 1.61% | 230 | +4,272 | 2.64% | Q1 2026 | Apr 14, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 163,942 | 8,287 | 3.57% | 2.37% | 231 | +59,707 | 57.28% | Q1 2026 | Apr 15, 2026 |
| Innova Wealth Partners | History | Added to | 164,382 | 8,279 | 3.92% | 2.94% | 232 | +49,256 | 42.78% | Q1 2026 | Apr 24, 2026 |
| Blue Edge Capital, LLC | History | No change | 162,370 | 8,212 | 1.1% | 1.1% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 162,779 | 8,199 | 3.01% | 3.17% | 234 | -6,852 | -4.04% | Q1 2026 | May 08, 2026 |
| Bensler, LLC | History | Added to | 161,060 | 8,112 | 0.84% | 0.61% | 235 | +40,481 | 33.57% | Q1 2026 | May 01, 2026 |
| Kelly Financial Services LLC | History | Added to | 159,851 | 8,056 | 1.95% | 1.43% | 236 | +47,277 | 42.0% | Q1 2026 | Apr 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 156,601 | 7,888 | 3.18% | 2.79% | 237 | +28,273 | 22.03% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 155,887 | 7,852 | 0.0% | 0.0% | 238 | +15,963 | 11.41% | Q1 2026 | May 13, 2026 |
| RB Capital Management, LLC | History | Added to | 155,130 | 7,813 | 1.66% | 1.48% | 239 | +7,959 | 5.41% | Q1 2026 | May 14, 2026 |
| Auour Investments LLC | History | Added to | 154,757 | 7,795 | 2.45% | 1.67% | 240 | +51,218 | 49.47% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 154,245 | 7,769 | 0.01% | 0.01% | 241 | +104,545 | 210.35% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 153,979 | 7,755 | 0.12% | 0.17% | 242 | -9,146 | -5.61% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 153,832 | 7,748 | 0.09% | 0.14% | 243 | -34,240 | -18.21% | Q1 2026 | Apr 23, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 153,700 | 7,741 | 1.82% | 2.4% | 244 | -42,298 | -21.58% | Q1 2026 | Apr 17, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 152,952 | 7,727 | 1.28% | 1.02% | 245 | +32,758 | 27.25% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 151,684 | 7,640 | 0.1% | 0.13% | 246 | -26,552 | -14.9% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 151,472 | 7,629 | 0.1% | 0.1% | 247 | -1,677 | -1.1% | Q1 2026 | Apr 28, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 150,019 | 7,556 | 3.93% | 3.96% | 248 | -14,423 | -8.77% | Q1 2026 | May 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 148,547 | 7,495 | 0.82% | — | 249 | +148,547 | New | Q1 2026 | Apr 10, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 148,537 | 7,481 | 0.42% | 0.6% | 250 | -63,691 | -30.01% | Q1 2026 | Apr 23, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 147,469 | 7,458 | 4.81% | 4.54% | 251 | +14,439 | 10.85% | Q1 2026 | Apr 16, 2026 |
| Sovran Advisors, LLC | History | Reduced | 146,792 | 7,415 | 0.58% | 0.64% | 252 | -1,253 | -0.85% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 144,500 | 7,278 | 0.05% | 0.04% | 253 | +32,871 | 29.45% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 144,342 | 7,275 | 0.02% | 0.02% | 254 | +2,626 | 1.85% | Q1 2026 | May 13, 2026 |
| E6 Portfolios, LLC | History | Added to | 144,176 | 7,262 | 7.57% | 7.23% | 255 | +19,138 | 15.31% | Q1 2026 | May 12, 2026 |
| Bowman & Co S.C. | History | No change | 141,616 | 7,162 | 3.02% | 3.02% | 256 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 139,686 | 7,035 | 1.5% | 1.26% | 257 | +16,054 | 12.99% | Q1 2026 | Apr 15, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 139,294 | 7,016 | 3.05% | 2.9% | 258 | +8,899 | 6.82% | Q1 2026 | May 12, 2026 |
| Convergence Financial, LLC | History | New | 139,212 | 7,012 | 0.74% | — | 259 | +139,212 | New | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 136,494 | 6,902 | 0.09% | 0.1% | 260 | +5,055 | 3.85% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 137,019 | 6,901 | 0.54% | 0.53% | 261 | -2,736 | -1.96% | Q1 2026 | Apr 23, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 135,166 | 6,836 | 4.33% | 4.33% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 134,992 | 6,799 | 0.47% | 1.26% | 263 | -179,170 | -57.03% | Q1 2026 | Apr 17, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 133,801 | 6,739 | 7.66% | 7.26% | 264 | +8,301 | 6.61% | Q1 2026 | Apr 22, 2026 |
| Retirement Management Systems Inc. | History | Added to | 133,105 | 6,704 | 1.62% | 1.62% | 265 | +8,049 | 6.44% | Q1 2026 | Apr 14, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 132,313 | 6,698 | 0.83% | 1.66% | 266 | -118,858 | -47.32% | Q1 2026 | Apr 20, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 131,909 | 6,644 | 2.65% | 2.75% | 267 | +232 | 0.18% | Q1 2026 | Apr 21, 2026 |
| MBA Advisors LLC | History | Added to | 131,677 | 6,632 | 2.55% | 1.96% | 268 | +35,756 | 37.28% | Q1 2026 | Apr 20, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 131,149 | 6,605 | 0.02% | 0.03% | 269 | -7,399 | -5.34% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 130,935 | 6,595 | 1.23% | 1.33% | 270 | -8,485 | -6.09% | Q1 2026 | Apr 28, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 129,954 | 6,545 | 0.77% | 0.74% | 271 | +4,524 | 3.61% | Q1 2026 | Apr 10, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 129,800 | 6,538 | 2.76% | 2.59% | 272 | +8,574 | 7.07% | Q1 2026 | Apr 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 129,476 | 6,521 | 1.09% | 1.12% | 273 | +514 | 0.4% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 129,420 | 6,518 | 0.06% | 0.05% | 274 | -11,252 | -8.0% | Q1 2026 | May 13, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 129,015 | 6,498 | 2.92% | 0.89% | 275 | +93,900 | 267.41% | Q1 2026 | Apr 21, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 127,114 | 6,402 | 4.27% | 5.86% | 276 | -38,581 | -23.28% | Q1 2026 | Apr 21, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 126,709 | 6,382 | 0.36% | 0.28% | 277 | +27,768 | 28.07% | Q1 2026 | May 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 125,932 | 6,343 | 1.39% | 1.45% | 278 | -4,633 | -3.55% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 124,762 | 6,284 | 0.03% | 0.04% | 279 | -8,246 | -6.2% | Q1 2026 | May 04, 2026 |
| Atlas Wealth LLC | History | Reduced | 123,011 | 6,196 | 1.86% | 2.98% | 280 | -71,216 | -36.67% | Q1 2026 | May 13, 2026 |
| BNB Wealth Management, LLC | History | Added to | 122,569 | 6,173 | 3.96% | 3.91% | 281 | +2,603 | 2.17% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | Added to | 121,918 | 6,141 | 1.69% | 1.79% | 282 | +9,722 | 8.67% | Q1 2026 | May 12, 2026 |
| Marshall Financial Group, LLC | History | Added to | 121,629 | 6,126 | 0.98% | 1.03% | 283 | +16,413 | 15.6% | Q1 2026 | Apr 10, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 121,488 | 6,119 | 1.32% | 1.22% | 284 | +6,762 | 5.89% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 120,234 | 6,056 | 0.0% | 0.0% | 285 | -53,343 | -30.73% | Q1 2026 | May 15, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 120,058 | 6,047 | 4.33% | 4.18% | 286 | +855 | 0.72% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Added to | 119,257 | 6,007 | 0.17% | 0.15% | 287 | +10,592 | 9.75% | Q1 2026 | May 04, 2026 |
| QVT Financial LP | History | Reduced | 118,582 | 5,972 | 0.44% | 0.64% | 288 | -30,000 | -20.19% | Q1 2026 | May 15, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 118,488 | 5,968 | 3.8% | 3.22% | 289 | +15,921 | 15.52% | Q1 2026 | Apr 23, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 117,934 | 5,940 | 1.5% | 1.35% | 290 | +6,442 | 5.78% | Q1 2026 | May 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 112,663 | 5,923 | 0.32% | 0.02% | 291 | +104,271 | 1242.5% | Q1 2026 | May 12, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 117,156 | 5,901 | 2.17% | 2.13% | 292 | -1,164 | -0.98% | Q1 2026 | Apr 16, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 116,511 | 5,868 | 4.97% | 4.69% | 293 | -3,426 | -2.86% | Q1 2026 | Apr 17, 2026 |
| VIAWEALTH, LLC | History | Added to | 113,872 | 5,735 | 3.19% | 3.08% | 294 | +5,763 | 5.33% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 113,712 | 5,727 | 0.0% | 0.0% | 295 | +2,089 | 1.87% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 112,860 | 5,684 | 0.36% | 0.38% | 296 | +105 | 0.09% | Q1 2026 | May 15, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 112,619 | 5,672 | 0.27% | 0.22% | 297 | +20,161 | 21.81% | Q1 2026 | Apr 09, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 110,536 | 5,567 | 3.32% | 2.57% | 298 | +36,015 | 48.33% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 109,858 | 5,533 | 5.78% | — | 299 | +109,858 | New | Q1 2026 | Apr 16, 2026 |
| Valmark Advisers, Inc. | History | Added to | 107,771 | 5,428 | 0.06% | 0.05% | 300 | +21,600 | 25.07% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 107,650 | 5,422 | 0.14% | 0.18% | 301 | -31,269 | -22.51% | Q1 2026 | Apr 07, 2026 |
| CRA Financial Services, LLC | History | Added to | 107,238 | 5,401 | 0.7% | 0.61% | 302 | +14,835 | 16.05% | Q1 2026 | Apr 09, 2026 |
| Fortitude Family Office, LLC | History | Added to | 106,635 | 5,371 | 1.2% | 0.84% | 303 | +35,190 | 49.25% | Q1 2026 | Apr 15, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 106,617 | 5,370 | 1.38% | 2.13% | 304 | -53,183 | -33.28% | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | Added to | 105,665 | 5,322 | 0.01% | 0.0% | 305 | +79,902 | 310.14% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 105,485 | 5,313 | 0.0% | 0.0% | 306 | +314 | 0.3% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 102,799 | 5,177 | 0.02% | 0.02% | 307 | +22,800 | 28.5% | Q1 2026 | May 11, 2026 |
| Addison Capital Co | History | Added to | 102,700 | 5,172 | 0.92% | 0.69% | 308 | +48,000 | 87.75% | Q1 2026 | Apr 29, 2026 |
| Accel Wealth Management | History | Added to | 102,658 | 5,170 | 1.35% | 1.19% | 309 | +16,613 | 19.31% | Q1 2026 | Apr 08, 2026 |
| Cox Capital Mgt LLC | History | Added to | 102,098 | 5,142 | 3.42% | 3.08% | 310 | +4,296 | 4.39% | Q1 2026 | Apr 14, 2026 |
| Empowered Funds, LLC | History | Added to | 100,686 | 5,071 | 0.03% | 0.08% | 311 | +11,418 | 12.79% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 99,584 | 5,036 | 0.09% | 0.09% | 312 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| J.Safra Asset Management Corp | History | Added to | 99,926 | 5,033 | 0.27% | 0.25% | 313 | +7,253 | 7.83% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 99,823 | 5,028 | 0.21% | — | 315 | +99,823 | New | Q1 2026 | May 14, 2026 |
| Traub Capital Management LLC | History | Added to | 99,828 | 5,028 | 4.99% | 4.48% | 314 | +7,700 | 8.36% | Q1 2026 | Apr 23, 2026 |
| BEACON FINANCIAL GROUP | History | New | 99,093 | 4,991 | 0.5% | — | 316 | +99,093 | New | Q1 2026 | Apr 30, 2026 |
| CVS HEALTH Corp | History | No change | 98,795 | 4,976 | 2.34% | 3.69% | 317 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GatePass Capital, LLC | History | Reduced | 98,350 | 4,953 | 2.31% | 2.58% | 318 | -700 | -0.71% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 97,806 | 4,947 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 96,652 | 4,880 | 0.37% | 0.5% | 320 | -24,694 | -20.35% | Q1 2026 | Apr 22, 2026 |
| Mattson Financial Services, LLC | History | Added to | 96,493 | 4,860 | 1.16% | 1.04% | 321 | +8,837 | 10.08% | Q1 2026 | May 11, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 96,222 | 4,846 | 1.78% | 1.75% | 322 | +3,868 | 4.19% | Q1 2026 | May 05, 2026 |
| Miller Global Investments, LLC | History | No change | 95,792 | 4,825 | 4.42% | 4.39% | 323 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Flagship Capital Management Inc. | History | Added to | 95,599 | 4,815 | 3.54% | 3.39% | 324 | +842 | 0.89% | Q1 2026 | Apr 21, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 94,906 | 4,799 | 4.1% | 3.22% | 325 | +30,118 | 46.49% | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 94,876 | 4,779 | 0.08% | 0.08% | 326 | +3,645 | 4.0% | Q1 2026 | Apr 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 94,213 | 4,745 | 3.05% | 2.66% | 327 | +15,253 | 19.32% | Q1 2026 | Apr 10, 2026 |
| Knott David M Jr | History | No change | 93,528 | 4,711 | 2.8% | 2.19% | 328 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 93,098 | 4,708 | 0.34% | 0.22% | 329 | +34,593 | 59.13% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 93,339 | 4,701 | 0.05% | 0.04% | 330 | +4,204 | 4.72% | Q1 2026 | May 08, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 93,115 | 4,690 | 0.6% | 0.58% | 331 | -347 | -0.37% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 92,696 | 4,669 | 0.34% | 0.56% | 332 | -64,116 | -40.89% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 92,534 | 4,662 | 0.21% | 0.23% | 333 | -4,637 | -4.77% | Q1 2026 | May 12, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 92,251 | 4,659 | 0.71% | 4.55% | 334 | -491,510 | -84.2% | Q1 2026 | May 07, 2026 |
| Vise Technologies, Inc. | History | No change | 91,913 | 4,648 | 0.09% | 0.09% | 335 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | Added to | 91,044 | 4,585 | 0.35% | 0.49% | 336 | +31,270 | 52.31% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Reduced | 90,788 | 4,573 | 0.03% | 0.03% | 337 | -8,777 | -8.82% | Q1 2026 | May 15, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 90,554 | 4,561 | 0.36% | 0.33% | 338 | +10,119 | 12.58% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 90,518 | 4,559 | 0.04% | 0.05% | 339 | +14,152 | 18.53% | Q1 2026 | May 15, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Reduced | 90,000 | 4,547 | 0.08% | 0.18% | 340 | -110,000 | -55.0% | Q1 2026 | Apr 22, 2026 |
| Bulwark Capital Corp | History | Added to | 89,468 | 4,506 | 2.78% | 2.85% | 341 | +10,173 | 12.83% | Q1 2026 | Apr 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 88,762 | 4,483 | 0.14% | 0.14% | 342 | -6,994 | -7.3% | Q1 2026 | May 11, 2026 |
| Maridea Wealth Management LLC | History | Added to | 87,104 | 4,387 | 0.64% | 0.45% | 343 | +27,997 | 47.37% | Q1 2026 | Apr 21, 2026 |
| StrongBox Wealth, LLC | History | Added to | 86,495 | 4,356 | 1.39% | 1.17% | 344 | +16,352 | 23.31% | Q1 2026 | May 08, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 84,488 | 4,272 | 3.75% | 3.16% | 345 | +13,968 | 19.81% | Q1 2026 | May 04, 2026 |
| Brooklyn Investment Group | History | Added to | 84,791 | 4,270 | 0.13% | 0.12% | 346 | +31,581 | 59.35% | Q1 2026 | Apr 29, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 83,899 | 4,225 | 2.94% | 3.11% | 347 | +17,572 | 26.49% | Q1 2026 | Apr 22, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 83,854 | 4,223 | 0.87% | 0.9% | 348 | +510 | 0.61% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 82,868 | 4,194 | 0.11% | 0.2% | 349 | -10,601 | -11.34% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 83,038 | 4,182 | 0.34% | 0.34% | 350 | +9,962 | 13.63% | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 82,624 | 4,178 | 2.31% | 1.38% | 351 | +39,011 | 89.45% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 82,496 | 4,155 | 0.21% | 0.2% | 352 | +7,409 | 9.87% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 81,532 | 4,106 | 0.01% | 0.0% | 353 | +43,944 | 116.91% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 80,812 | 4,087 | 0.26% | 0.26% | 354 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 80,797 | 4,069 | 1.83% | 1.88% | 355 | +10,345 | 14.68% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 80,773 | 4,068 | 0.15% | 0.14% | 356 | +3,902 | 5.08% | Q1 2026 | Apr 28, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 79,436 | 4,012 | 1.33% | 1.29% | 357 | +2,061 | 2.66% | Q1 2026 | Apr 27, 2026 |
| Brown Financial Advisors | History | Added to | 79,022 | 3,980 | 1.51% | 1.25% | 358 | +11,268 | 16.63% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 78,208 | 3,939 | 0.06% | 0.05% | 359 | +28,734 | 58.08% | Q1 2026 | May 18, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 78,044 | 3,931 | 2.06% | 1.28% | 360 | -14,194 | -15.39% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 77,764 | 3,917 | 0.04% | 0.05% | 361 | -4,122 | -5.03% | Q1 2026 | May 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 77,427 | 3,900 | 1.3% | 1.41% | 362 | +657 | 0.86% | Q1 2026 | May 12, 2026 |
| RDA Financial Network | History | Added to | 77,339 | 3,895 | 0.97% | 0.86% | 363 | +6,901 | 9.8% | Q1 2026 | Apr 08, 2026 |
| Trajan Wealth LLC | History | Added to | 77,287 | 3,892 | 0.16% | 0.15% | 364 | +5,317 | 7.39% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 76,001 | 3,828 | 0.01% | 0.01% | 365 | +5,147 | 7.26% | Q1 2026 | May 14, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 75,879 | 3,822 | 1.4% | 0.36% | 366 | +55,774 | 277.41% | Q1 2026 | May 04, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 75,800 | 3,818 | 0.8% | 0.83% | 367 | +1,248 | 1.67% | Q1 2026 | May 14, 2026 |
| TFR Capital, LLC. | History | Added to | 75,794 | 3,817 | 1.17% | 1.23% | 368 | +2,239 | 3.04% | Q1 2026 | May 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 75,416 | 3,798 | 0.46% | 0.3% | 369 | +28,912 | 62.17% | Q1 2026 | Apr 08, 2026 |
| AXS Investments LLC | History | Reduced | 74,636 | 3,759 | 1.52% | 1.33% | 370 | -1,863 | -2.44% | Q1 2026 | May 06, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 74,351 | 3,745 | 2.05% | 1.97% | 371 | +2,956 | 4.14% | Q1 2026 | May 07, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 74,123 | 3,733 | 0.9% | 0.95% | 372 | -256 | -0.34% | Q1 2026 | May 11, 2026 |
| Gibbs Wealth Management | History | Added to | 73,461 | 3,700 | 0.49% | 0.46% | 373 | +36,074 | 96.49% | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 72,726 | 3,663 | 0.08% | 0.08% | 374 | +5,410 | 8.04% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Reduced | 71,866 | 3,619 | 0.12% | 0.24% | 375 | -63,948 | -47.08% | Q1 2026 | May 13, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 70,876 | 3,570 | 2.21% | — | 376 | +70,876 | New | Q1 2026 | Apr 28, 2026 |
| TrueMark Investments, LLC | History | Added to | 70,542 | 3,553 | 0.69% | 0.62% | 377 | +6,675 | 10.45% | Q1 2026 | Apr 20, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 70,511 | 3,552 | 1.32% | 1.64% | 378 | -11,125 | -13.63% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 69,836 | 3,533 | 0.23% | 0.19% | 379 | +15,364 | 28.21% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Added to | 69,674 | 3,525 | 0.24% | 0.07% | 380 | +49,820 | 250.93% | Q1 2026 | May 12, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 69,935 | 3,522 | 0.42% | 0.46% | 381 | +3,002 | 4.49% | Q1 2026 | Apr 30, 2026 |
| Crewe Advisors LLC | History | Added to | 69,695 | 3,510 | 0.3% | 0.05% | 382 | +58,794 | 539.35% | Q1 2026 | May 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 69,260 | 3,489 | 0.03% | 0.02% | 383 | +10,978 | 18.84% | Q1 2026 | May 14, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 68,824 | 3,466 | 2.13% | 2.23% | 384 | -6,063 | -8.1% | Q1 2026 | May 11, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 68,726 | 3,461 | 1.15% | 1.01% | 385 | +7,059 | 11.45% | Q1 2026 | May 06, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 69,304 | 3,426 | 2.27% | 2.75% | 386 | -10,645 | -13.31% | Q1 2026 | Apr 08, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 67,097 | 3,379 | 1.81% | 1.15% | 387 | +24,805 | 58.65% | Q1 2026 | Apr 13, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 66,851 | 3,367 | 0.19% | 0.96% | 388 | -286,153 | -81.06% | Q1 2026 | May 08, 2026 |
| EdgeRock Capital LLC | History | Added to | 63,257 | 3,282 | 0.89% | 0.57% | 389 | +20,638 | 48.42% | Q1 2026 | Apr 16, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 64,998 | 3,273 | 1.08% | 1.52% | 390 | -25,579 | -28.24% | Q1 2026 | Apr 21, 2026 |
| Cooper Financial Group | History | Added to | 64,650 | 3,256 | 0.33% | 0.33% | 391 | +4,202 | 6.95% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 64,274 | 3,237 | 0.06% | 0.05% | 392 | +6,720 | 11.68% | Q1 2026 | Apr 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 64,161 | 3,231 | 0.32% | 0.33% | 393 | -3,504 | -5.18% | Q1 2026 | May 14, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 63,645 | 3,219 | 4.09% | — | 395 | +63,645 | New | Q1 2026 | May 07, 2026 |
| URS Advisory LLC | History | Reduced | 63,918 | 3,219 | 2.35% | 2.76% | 394 | -1,731 | -2.64% | Q1 2026 | Apr 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 63,863 | 3,216 | 0.02% | 0.02% | 396 | +12,980 | 25.51% | Q1 2026 | May 15, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 63,736 | 3,210 | 0.81% | 0.86% | 397 | -1,978 | -3.01% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 63,348 | 3,190 | 0.04% | 0.04% | 398 | +10,784 | 20.52% | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | Added to | 61,614 | 3,103 | 1.44% | 1.19% | 399 | +9,205 | 17.56% | Q1 2026 | May 08, 2026 |
| Financial Partners Group, Inc | History | Reduced | 61,543 | 3,099 | 0.37% | 0.36% | 400 | -597 | -0.96% | Q1 2026 | Apr 10, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 61,321 | 3,088 | 1.09% | 2.63% | 401 | -87,467 | -58.79% | Q1 2026 | Apr 20, 2026 |
| Private Advisory Group LLC | History | Added to | 61,172 | 3,081 | 0.2% | 0.05% | 402 | +49,359 | 417.84% | Q1 2026 | May 08, 2026 |
| Helium Advisors LLC | History | Reduced | 60,206 | 3,032 | 2.88% | 3.15% | 403 | -1,392 | -2.26% | Q1 2026 | May 05, 2026 |
| QTR Family Wealth, LLC | History | Added to | 58,984 | 2,982 | 1.24% | 1.28% | 404 | +1,557 | 2.71% | Q1 2026 | Apr 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 59,045 | 2,974 | 1.25% | 1.05% | 405 | +11,433 | 24.01% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 58,759 | 2,959 | 0.15% | 0.14% | 406 | +7,819 | 15.35% | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 58,271 | 2,941 | 0.07% | 0.13% | 407 | +5,707 | 10.86% | Q1 2026 | Apr 27, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 58,214 | 2,932 | 1.51% | 1.44% | 408 | +2,778 | 5.01% | Q1 2026 | May 07, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 57,946 | 2,918 | 1.11% | 1.02% | 409 | +2,498 | 4.51% | Q1 2026 | May 11, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 57,489 | 2,895 | 0.35% | 0.04% | 410 | +51,189 | 812.52% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Reduced | 56,712 | 2,856 | 0.0% | 0.01% | 411 | -12,972 | -18.62% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Added to | 55,724 | 2,806 | 0.4% | 0.38% | 412 | +3,999 | 7.73% | Q1 2026 | Apr 17, 2026 |
| Tidal Investments LLC | History | Reduced | 55,138 | 2,777 | 0.01% | 0.02% | 413 | -95,242 | -63.33% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Reduced | 54,263 | 2,733 | 0.01% | 0.01% | 414 | -16,960 | -23.81% | Q1 2026 | May 04, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 53,731 | 2,706 | 0.61% | 0.68% | 415 | -4,666 | -7.99% | Q1 2026 | Apr 27, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 53,666 | 2,703 | 1.29% | 1.2% | 416 | +1,881 | 3.63% | Q1 2026 | Apr 27, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 53,099 | 2,674 | 0.37% | 0.17% | 417 | +27,642 | 108.58% | Q1 2026 | Apr 22, 2026 |
| tru Independence LLC | History | Added to | 52,951 | 2,667 | 1.32% | 0.56% | 418 | +9,015 | 20.52% | Q1 2026 | Apr 22, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 52,105 | 2,624 | 0.94% | 0.85% | 419 | +5,180 | 11.04% | Q1 2026 | May 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 51,607 | 2,599 | 1.8% | 1.87% | 420 | -2,526 | -4.67% | Q1 2026 | May 08, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 51,387 | 2,588 | 0.89% | 0.84% | 421 | +4,426 | 9.42% | Q1 2026 | May 08, 2026 |
| SYON CAPITAL LLC | History | Added to | 51,323 | 2,585 | 0.13% | 0.12% | 422 | +2,018 | 4.09% | Q1 2026 | May 13, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 51,240 | 2,580 | 1.82% | 1.21% | 423 | +17,043 | 49.84% | Q1 2026 | May 05, 2026 |
| NORDEN GROUP LLC | History | Added to | 50,804 | 2,558 | 0.25% | 0.22% | 424 | +6,678 | 15.13% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Added to | 50,297 | 2,533 | 0.01% | 0.0% | 425 | +7,549 | 17.66% | Q1 2026 | May 06, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 49,297 | 2,483 | 0.41% | 0.45% | 426 | -2,079 | -4.05% | Q1 2026 | May 04, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 49,227 | 2,479 | 0.24% | 0.25% | 427 | +601 | 1.24% | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Added to | 48,869 | 2,462 | 0.27% | 0.25% | 428 | +1,378 | 2.9% | Q1 2026 | May 15, 2026 |
| Seneca House Advisors | History | Added to | 48,645 | 2,450 | 0.97% | 0.81% | 429 | +6,030 | 14.15% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 48,393 | 2,437 | 0.06% | 0.03% | 430 | +18,823 | 63.66% | Q1 2026 | May 08, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 48,327 | 2,434 | 0.06% | 0.05% | 431 | +1,500 | 3.2% | Q1 2026 | May 15, 2026 |
| Darden Wealth Group Inc | History | Added to | 48,067 | 2,421 | 1.23% | 1.15% | 433 | +1,147 | 2.44% | Q1 2026 | May 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 47,952 | 2,421 | 0.14% | 0.14% | 432 | +631 | 1.33% | Q1 2026 | Apr 17, 2026 |
| Paladin Wealth, LLC | History | Added to | 48,060 | 2,420 | 1.66% | 1.53% | 434 | +3,843 | 8.69% | Q1 2026 | Apr 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 47,965 | 2,416 | 0.09% | 0.11% | 435 | -11,094 | -18.78% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 47,738 | 2,404 | 0.0% | 0.0% | 436 | +11,213 | 30.7% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 47,644 | 2,399 | 1.77% | 1.62% | 437 | -4,735 | -9.04% | Q1 2026 | May 08, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 47,466 | 2,390 | 0.59% | 0.7% | 438 | +243 | 0.51% | Q1 2026 | Apr 13, 2026 |
| Ipsen Advisor Group LLC | History | No change | 47,082 | 2,381 | 1.69% | 1.69% | 439 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mendel Money Management | History | Added to | 47,164 | 2,375 | 0.99% | 0.98% | 440 | +809 | 1.75% | Q1 2026 | May 04, 2026 |
| National Philanthropic Trust | History | New | 47,116 | 2,373 | 0.03% | — | 441 | +47,116 | New | Q1 2026 | May 15, 2026 |
| IF Advisors, LLC | History | New | 46,940 | 2,364 | 1.67% | — | 442 | +46,940 | New | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 46,102 | 2,322 | 0.18% | 0.17% | 443 | +3,596 | 8.46% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 45,815 | 2,317 | 0.17% | 0.17% | 444 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 45,510 | 2,292 | 0.27% | — | 445 | +45,510 | New | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 45,475 | 2,290 | 0.52% | 0.52% | 446 | +3,274 | 7.76% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 45,337 | 2,289 | 0.08% | 0.08% | 447 | +4,364 | 10.65% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 45,368 | 2,285 | 0.03% | 0.02% | 448 | +25,188 | 124.82% | Q1 2026 | May 11, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 45,049 | 2,269 | 0.52% | 0.39% | 449 | +12,552 | 38.63% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 44,468 | 2,246 | 0.14% | 0.09% | 450 | +6,193 | 16.18% | Q1 2026 | Apr 24, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 44,500 | 2,241 | 0.77% | 4.28% | 451 | -194,040 | -81.34% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | New | 44,276 | 2,230 | 0.12% | — | 452 | +44,276 | New | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 44,219 | 2,227 | 0.06% | 0.05% | 453 | +11,391 | 34.7% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | New | 43,583 | 2,195 | 0.36% | — | 454 | +43,583 | New | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 43,394 | 2,185 | 0.45% | 0.28% | 455 | +17,837 | 69.79% | Q1 2026 | May 12, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 41,134 | 2,071 | 0.52% | — | 456 | +41,134 | New | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 40,580 | 2,044 | 0.68% | 0.64% | 457 | -334 | -0.82% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | No change | 40,000 | 2,014 | 0.06% | 0.06% | 458 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 39,926 | 2,011 | 0.08% | 0.09% | 459 | -7,019 | -14.95% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 39,910 | 2,010 | 0.74% | 0.6% | 460 | +6,778 | 20.46% | Q1 2026 | May 08, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 39,850 | 2,007 | 0.07% | 0.07% | 461 | +4,400 | 12.41% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 39,781 | 2,003 | 0.14% | 0.16% | 462 | -4,414 | -9.99% | Q1 2026 | May 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 39,623 | 1,995 | 0.7% | — | 463 | +39,623 | New | Q1 2026 | Apr 15, 2026 |
| Family Office Research LLC | History | Reduced | 39,450 | 1,987 | 0.86% | 1.38% | 464 | -27,521 | -41.09% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 38,812 | 1,962 | 0.07% | 0.08% | 465 | -5,528 | -12.47% | Q1 2026 | Apr 14, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 38,950 | 1,961 | 0.32% | 0.41% | 466 | -21,980 | -36.07% | Q1 2026 | Apr 28, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 38,796 | 1,954 | 0.03% | 0.03% | 467 | -404 | -1.03% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Added to | 38,711 | 1,949 | 0.03% | 0.02% | 468 | +14,435 | 59.46% | Q1 2026 | May 11, 2026 |
| Magnus Financial Group LLC | History | Reduced | 38,581 | 1,943 | 0.16% | 0.46% | 469 | -81,792 | -67.95% | Q1 2026 | Apr 10, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 38,166 | 1,922 | 0.75% | 0.68% | 470 | +2,567 | 7.21% | Q1 2026 | Apr 22, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 37,699 | 1,898 | 0.23% | 0.21% | 471 | +5,146 | 15.81% | Q1 2026 | Apr 23, 2026 |
| E&G Advisors, LP | History | Reduced | 37,090 | 1,868 | 0.42% | 0.42% | 472 | -25 | -0.07% | Q1 2026 | Apr 21, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 36,755 | 1,851 | 0.99% | 0.95% | 473 | +2,397 | 6.98% | Q1 2026 | May 08, 2026 |
| CGN Advisors LLC | History | Added to | 36,278 | 1,827 | 0.14% | 0.08% | 474 | +15,430 | 74.01% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Added to | 36,133 | 1,820 | 0.06% | 0.05% | 475 | +5,434 | 17.7% | Q1 2026 | Apr 22, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 36,046 | 1,815 | 0.2% | 0.32% | 476 | -24,333 | -40.3% | Q1 2026 | Apr 22, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 35,633 | 1,799 | 1.54% | 1.52% | 477 | +468 | 1.33% | Q1 2026 | Apr 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 35,568 | 1,798 | 0.52% | 0.43% | 478 | +5,660 | 18.92% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 35,339 | 1,780 | 0.11% | 0.11% | 479 | +1,122 | 3.28% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 35,225 | 1,774 | 0.06% | 0.05% | 480 | +5,053 | 16.75% | Q1 2026 | Apr 08, 2026 |
| Element Wealth, LLC | History | Reduced | 34,708 | 1,748 | 0.72% | 0.75% | 481 | -1,193 | -3.32% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 34,509 | 1,738 | 0.01% | 0.0% | 482 | +25,995 | 305.32% | Q1 2026 | Apr 14, 2026 |
| Segment Wealth Management, LLC | History | Added to | 34,405 | 1,732 | 0.1% | 0.1% | 483 | +1,215 | 3.66% | Q1 2026 | Apr 20, 2026 |
| Alpha Zero LLC | History | New | 33,909 | 1,707 | 0.86% | — | 484 | +33,909 | New | Q1 2026 | May 07, 2026 |
| Stratos Investment Management, LLC | History | Added to | 33,834 | 1,704 | 0.07% | 0.07% | 485 | +1,658 | 5.15% | Q1 2026 | Apr 28, 2026 |
| M Wealth Management, LLC | History | Added to | 33,701 | 1,697 | 1.43% | 1.37% | 486 | +2,530 | 8.12% | Q1 2026 | May 15, 2026 |
| Brucke Financial, Inc. | History | Added to | 33,507 | 1,687 | 0.86% | 0.43% | 487 | +17,939 | 115.23% | Q1 2026 | Apr 10, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 33,351 | 1,679 | 0.12% | 0.03% | 488 | +25,337 | 316.16% | Q1 2026 | Apr 10, 2026 |
| GeoWealth Management, LLC | History | Reduced | 33,216 | 1,673 | 0.06% | 0.1% | 489 | -20,738 | -38.44% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 33,090 | 1,666 | 0.09% | 0.2% | 490 | -54,768 | -62.34% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 32,939 | 1,659 | 0.01% | 0.01% | 491 | +2,896 | 9.64% | Q1 2026 | Apr 15, 2026 |
| DAHRING | CUSMANO LLC | History | New | 32,859 | 1,655 | 1.02% | — | 492 | +32,859 | New | Q1 2026 | May 05, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 32,796 | 1,651 | 0.14% | 0.1% | 493 | +7,780 | 31.1% | Q1 2026 | May 11, 2026 |
| Community Bank, N.A. | History | Added to | 32,702 | 1,646 | 0.2% | 0.19% | 494 | +489 | 1.52% | Q1 2026 | May 12, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Added to | 32,459 | 1,634 | 0.24% | 0.24% | 495 | +1,580 | 5.12% | Q1 2026 | May 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 32,247 | 1,631 | 0.13% | 0.13% | 496 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | Reduced | 32,309 | 1,627 | 0.02% | 0.02% | 497 | -494 | -1.51% | Q1 2026 | Apr 13, 2026 |
| WFA of San Diego, LLC | History | Reduced | 31,892 | 1,606 | 1.29% | 1.22% | 498 | -976 | -2.97% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | New | 31,443 | 1,590 | 0.86% | — | 499 | +31,443 | New | Q1 2026 | Apr 23, 2026 |
| Betterment LLC | History | Added to | 31,498 | 1,587 | 0.0% | 0.0% | 500 | +11,758 | 59.56% | Q1 2026 | May 14, 2026 |
| Andina Capital Management, LLC | History | Reduced | 31,282 | 1,575 | 1.39% | 2.03% | 501 | -34,950 | -52.77% | Q1 2026 | Apr 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 31,265 | 1,574 | 0.35% | 0.51% | 502 | -10,566 | -25.26% | Q1 2026 | Apr 08, 2026 |
| Leo Wealth, LLC | History | Added to | 31,206 | 1,571 | 0.11% | 0.11% | 503 | +1,355 | 4.54% | Q1 2026 | May 05, 2026 |
| Breakwater Capital Group | History | Reduced | 30,906 | 1,556 | 0.21% | 0.31% | 504 | -12,505 | -28.81% | Q1 2026 | Apr 20, 2026 |
| Portside Wealth Group, LLC | History | Added to | 30,800 | 1,551 | 0.21% | 0.2% | 505 | +1,499 | 5.12% | Q1 2026 | May 12, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 30,665 | 1,544 | 0.28% | 0.27% | 506 | +585 | 1.94% | Q1 2026 | Apr 30, 2026 |
| Colter Lewis Investment Partners LLC | History | Reduced | 30,501 | 1,542 | 1.45% | 2.06% | 507 | -4,704 | -13.36% | Q1 2026 | May 15, 2026 |
| American Trust | History | Reduced | 30,202 | 1,521 | 0.13% | 0.17% | 508 | -9,385 | -23.71% | Q1 2026 | May 01, 2026 |
| Continuum Advisory, LLC | History | Added to | 30,105 | 1,516 | 0.15% | 0.11% | 510 | +7,948 | 35.87% | Q1 2026 | Apr 22, 2026 |
| Sterneck Capital Management, LLC | History | Reduced | 30,117 | 1,516 | 0.68% | 0.71% | 509 | -921 | -2.97% | Q1 2026 | Apr 16, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 29,742 | 1,504 | 0.23% | 0.18% | 511 | +8,382 | 39.24% | Q1 2026 | May 06, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 29,789 | 1,500 | 1.03% | 0.82% | 512 | +7,896 | 36.07% | Q1 2026 | Apr 15, 2026 |
| Pullen Investment Management, LLC | History | Reduced | 29,759 | 1,498 | 0.75% | 1.31% | 513 | -19,556 | -39.66% | Q1 2026 | Apr 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 29,659 | 1,493 | 0.86% | 0.89% | 514 | -1,300 | -4.2% | Q1 2026 | Apr 08, 2026 |
| Balance Wealth, LLC | History | Added to | 29,487 | 1,485 | 0.46% | 0.28% | 515 | +12,015 | 68.77% | Q1 2026 | Apr 20, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 29,190 | 1,470 | 0.53% | 0.55% | 516 | -2,984 | -9.27% | Q1 2026 | Apr 10, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 28,939 | 1,457 | 1.02% | 0.29% | 518 | +21,738 | 301.87% | Q1 2026 | May 06, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 28,943 | 1,457 | 1.2% | 1.1% | 517 | +2,073 | 7.71% | Q1 2026 | Apr 21, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 28,890 | 1,455 | 0.21% | 0.22% | 519 | -1,590 | -5.22% | Q1 2026 | Apr 21, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 28,518 | 1,436 | 0.36% | 0.41% | 520 | -56 | -0.2% | Q1 2026 | Apr 28, 2026 |
| Second Line Capital, LLC | History | New | 28,138 | 1,421 | 0.27% | — | 521 | +28,138 | New | Q1 2026 | May 14, 2026 |
| Freestate Advisors LLC | History | Added to | 28,130 | 1,416 | 1.13% | 0.54% | 522 | +15,098 | 115.85% | Q1 2026 | Apr 09, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 28,022 | 1,411 | 1.17% | 1.18% | 523 | -236 | -0.84% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 27,778 | 1,399 | 0.09% | 0.09% | 524 | +827 | 3.07% | Q1 2026 | Apr 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 27,595 | 1,389 | 0.22% | 0.28% | 525 | -3,925 | -12.45% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 27,515 | 1,385 | 0.05% | 0.05% | 526 | +7,405 | 36.82% | Q1 2026 | May 19, 2026 |
| Revisor Wealth Management LLC | History | Added to | 27,411 | 1,383 | 0.38% | 0.27% | 527 | +7,379 | 36.84% | Q1 2026 | Apr 27, 2026 |
| Diversified Portfolios, Inc. | History | New | 27,297 | 1,374 | 0.11% | — | 528 | +27,297 | New | Q1 2026 | May 06, 2026 |
| Presidio Capital Management, LLC | History | Added to | 26,864 | 1,353 | 0.39% | 0.4% | 529 | +275 | 1.03% | Q1 2026 | Apr 08, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 26,663 | 1,343 | 0.81% | 1.34% | 530 | -17,779 | -40.0% | Q1 2026 | May 07, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 26,610 | 1,340 | 0.24% | — | 531 | +26,610 | New | Q1 2026 | Apr 29, 2026 |
| KG Capital Management | History | Added to | 26,375 | 1,328 | 0.95% | 0.31% | 532 | +1,939 | 7.94% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 26,355 | 1,327 | 0.1% | 0.11% | 533 | -1,362 | -4.91% | Q1 2026 | Apr 14, 2026 |
| Castle Rock Wealth Management, LLC | History | New | 25,570 | 1,289 | 0.28% | — | 534 | +25,570 | New | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 25,527 | 1,285 | 0.03% | 0.01% | 535 | +21,472 | 529.52% | Q1 2026 | May 15, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 25,431 | 1,280 | 0.84% | 0.54% | 536 | +8,384 | 49.18% | Q1 2026 | Apr 21, 2026 |
| First Financial Group Corp | History | Reduced | 25,330 | 1,275 | 1.04% | 1.12% | 537 | -690 | -2.65% | Q1 2026 | Apr 22, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 25,220 | 1,270 | 0.14% | 0.14% | 538 | -356 | -1.39% | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 25,136 | 1,266 | 0.11% | 0.11% | 539 | +725 | 2.97% | Q1 2026 | Apr 30, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 24,620 | 1,240 | 0.17% | 0.15% | 540 | +300 | 1.23% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 24,573 | 1,237 | 0.01% | 0.0% | 541 | +22,381 | 1021.03% | Q1 2026 | Apr 20, 2026 |
| KPP Advisory Services LLC | History | Reduced | 24,510 | 1,234 | 0.18% | 0.2% | 542 | -2,089 | -7.85% | Q1 2026 | Apr 24, 2026 |
| Berman McAleer LLC | History | Added to | 24,072 | 1,212 | 0.17% | 0.11% | 543 | +8,170 | 51.38% | Q1 2026 | Apr 17, 2026 |
| CI INVESTMENTS INC. | History | Added to | 23,865 | 1,202 | 0.01% | 0.0% | 544 | +1,700 | 7.67% | Q1 2026 | May 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 23,688 | 1,197 | 0.04% | 0.06% | 545 | -10,187 | -30.07% | Q1 2026 | May 05, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 23,604 | 1,188 | 0.4% | 0.36% | 546 | +2,431 | 11.48% | Q1 2026 | May 13, 2026 |
| Burford Brothers, Inc. | History | Added to | 23,170 | 1,167 | 0.48% | 0.09% | 547 | +18,726 | 421.38% | Q1 2026 | Apr 27, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 22,985 | 1,157 | 1.82% | 1.01% | 548 | +11,779 | 105.11% | Q1 2026 | Apr 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 22,966 | 1,156 | 0.05% | 0.02% | 549 | +15,731 | 217.43% | Q1 2026 | May 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 22,866 | 1,151 | 0.02% | 0.03% | 550 | -24,413 | -51.64% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,645 | 1,140 | 0.0% | 0.0% | 551 | +643 | 2.92% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 22,499 | 1,133 | 0.05% | 0.08% | 552 | -6,392 | -22.12% | Q1 2026 | Apr 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 21,800 | 1,099 | 0.24% | 0.2% | 553 | +3,977 | 22.31% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 21,737 | 1,095 | 0.03% | 0.04% | 554 | -2,957 | -11.97% | Q1 2026 | Apr 21, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 21,672 | 1,091 | 0.19% | 0.18% | 555 | +1,256 | 6.15% | Q1 2026 | Apr 23, 2026 |
| Pictet North America Advisors SA | History | Reduced | 21,570 | 1,086 | 0.11% | 1.48% | 556 | -287,692 | -93.03% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 21,433 | 1,083 | 0.0% | 0.01% | 557 | -8,055 | -27.32% | Q1 2026 | May 15, 2026 |
| Legacy Advisors, LLC | History | Added to | 21,280 | 1,076 | 0.13% | 0.11% | 558 | +985 | 4.85% | Q1 2026 | May 05, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 20,959 | 1,055 | 0.68% | 0.66% | 559 | +770 | 3.81% | Q1 2026 | May 08, 2026 |
| Keystone Financial Group | History | Added to | 20,670 | 1,041 | 0.07% | 0.06% | 560 | +4,825 | 30.45% | Q1 2026 | May 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 20,591 | 1,037 | 0.18% | 0.43% | 561 | -25,318 | -55.15% | Q1 2026 | Apr 22, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 20,479 | 1,031 | 0.53% | — | 562 | +20,479 | New | Q1 2026 | May 11, 2026 |
| Invst, LLC | History | Added to | 20,367 | 1,025 | 0.12% | 0.11% | 563 | +23 | 0.11% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 20,239 | 1,019 | 0.03% | 0.03% | 564 | +2,890 | 16.66% | Q1 2026 | May 07, 2026 |
| Ruggaard & Associates LLC | History | No change | 20,060 | 1,014 | 0.4% | 0.4% | 565 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 20,119 | 1,013 | 0.17% | 0.32% | 566 | -17,169 | -46.04% | Q1 2026 | May 05, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 20,058 | 1,010 | 0.61% | 0.61% | 567 | -816 | -3.91% | Q1 2026 | Apr 15, 2026 |
| Dougherty Wealth Advisers LLC | History | New | 19,820 | 998 | 0.63% | — | 568 | +19,820 | New | Q1 2026 | Apr 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 19,800 | 997 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BOS Asset Management, LLC | History | No change | 19,743 | 994 | 0.25% | 0.27% | 570 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 19,672 | 990 | 0.14% | 0.14% | 571 | +442 | 2.3% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 19,602 | 987 | 0.02% | 1.87% | 572 | -1,491,007 | -98.7% | Q1 2026 | May 11, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 19,346 | 974 | 0.77% | 0.7% | 573 | +78 | 0.4% | Q1 2026 | Apr 13, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 19,240 | 969 | 0.55% | 0.71% | 574 | -6,064 | -23.96% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 18,996 | 956 | 0.03% | 0.0% | 575 | +18,303 | 2641.13% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 18,866 | 954 | 0.02% | 0.02% | 576 | +1,187 | 6.71% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 18,197 | 916 | 0.01% | — | 577 | +18,197 | New | Q1 2026 | May 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 18,000 | 906 | 0.28% | 0.26% | 578 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 17,676 | 890 | 0.46% | 0.53% | 579 | -3,816 | -17.76% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 17,666 | 889 | 0.05% | 0.02% | 580 | +11,747 | 198.46% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 17,361 | 874 | 0.41% | 0.31% | 581 | +4,159 | 31.5% | Q1 2026 | Apr 15, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 17,342 | 873 | 0.33% | 1.1% | 582 | -72,276 | -80.65% | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 17,256 | 869 | 0.01% | 0.01% | 583 | +626 | 3.76% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Added to | 17,042 | 858 | 0.03% | 0.01% | 584 | +11,516 | 208.4% | Q1 2026 | May 14, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 16,983 | 855 | 0.4% | 1.04% | 585 | -25,163 | -59.7% | Q1 2026 | Apr 30, 2026 |
| Belvedere Trading LLC | History | New | 16,888 | 850 | 0.0% | — | 586 | +16,888 | New | Q1 2026 | May 12, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 16,861 | 849 | 0.24% | 0.26% | 587 | -1,343 | -7.38% | Q1 2026 | Apr 17, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 16,723 | 842 | 0.26% | 0.22% | 588 | +2,188 | 15.05% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,659 | 839 | 0.04% | 0.02% | 589 | +9,272 | 125.52% | Q1 2026 | Apr 28, 2026 |
| Sepio Capital, LP | History | Added to | 16,583 | 835 | 0.05% | 0.05% | 590 | +60 | 0.36% | Q1 2026 | May 13, 2026 |
| LightSquare Wealth Management, LLC | History | New | 16,567 | 834 | 0.62% | — | 591 | +16,567 | New | Q1 2026 | May 11, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 16,547 | 833 | 0.61% | 0.42% | 592 | +5,319 | 47.37% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 16,502 | 831 | 0.02% | 0.03% | 593 | -1,724 | -9.46% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 16,312 | 821 | 0.0% | — | 594 | +16,312 | New | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | New | 16,215 | 816 | 0.06% | — | 595 | +16,215 | New | Q1 2026 | May 12, 2026 |
| Rise Advisors, LLC | History | Reduced | 15,853 | 798 | 0.28% | 0.3% | 596 | -876 | -5.24% | Q1 2026 | Apr 03, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 15,778 | 794 | 0.01% | 0.02% | 597 | -1,163 | -6.87% | Q1 2026 | Apr 16, 2026 |
| Vantage Financial Partners, LLC | History | No change | 15,706 | 794 | 0.16% | 0.16% | 598 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 15,705 | 791 | 0.1% | 0.11% | 599 | -1,435 | -8.37% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 15,700 | 790 | 0.1% | 0.08% | 600 | +2,146 | 15.83% | Q1 2026 | May 05, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 15,641 | 787 | 0.25% | 3.35% | 601 | -341,892 | -95.63% | Q1 2026 | Apr 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 15,594 | 785 | 0.2% | 0.17% | 602 | +515 | 3.42% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 15,512 | 781 | 0.07% | 0.07% | 603 | -1,898 | -10.9% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 15,476 | 779 | 0.03% | — | 605 | +15,476 | New | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Added to | 15,471 | 779 | 0.14% | 0.08% | 604 | +6,752 | 77.44% | Q1 2026 | Apr 24, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 15,431 | 777 | 0.22% | 0.19% | 606 | +119 | 0.78% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 15,425 | 776 | 0.01% | 0.02% | 607 | -5,442 | -26.08% | Q1 2026 | May 13, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 15,248 | 768 | 0.65% | 0.67% | 608 | -796 | -4.96% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | Reduced | 15,171 | 767 | 0.16% | 0.23% | 609 | -5,450 | -26.43% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 14,975 | 754 | 0.01% | — | 610 | +14,975 | New | Q1 2026 | May 08, 2026 |
| Avise Financial Cooperative, Inc. | History | Reduced | 14,902 | 750 | 0.62% | 0.69% | 611 | -276 | -1.82% | Q1 2026 | Apr 22, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 14,869 | 748 | 0.17% | 0.21% | 612 | -869 | -5.52% | Q1 2026 | Apr 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 14,807 | 745 | 0.1% | 0.12% | 613 | +84 | 0.57% | Q1 2026 | May 08, 2026 |
| Emerald Advisors, LLC | History | Added to | 14,402 | 725 | 0.09% | 0.05% | 614 | +7,566 | 110.68% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Added to | 14,357 | 723 | 0.02% | 0.0% | 615 | +12,544 | 691.89% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Reduced | 14,370 | 723 | 0.14% | 0.22% | 616 | -8,086 | -36.01% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 14,304 | 720 | 0.01% | — | 617 | +14,304 | New | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 195,112 | 706 | 0.03% | 0.04% | 618 | -19,329 | -9.01% | Q1 2026 | May 15, 2026 |
| HERBST GROUP, LLC | History | New | 14,010 | 705 | 0.44% | — | 619 | +14,010 | New | Q1 2026 | Apr 09, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 13,741 | 692 | 0.08% | 0.07% | 620 | +1,966 | 16.7% | Q1 2026 | May 05, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 13,400 | 674 | 0.22% | 0.48% | 621 | -10,950 | -44.97% | Q1 2026 | Apr 17, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 13,229 | 670 | 0.65% | 0.65% | 622 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SAM Advisors, LLC | History | Added to | 13,212 | 665 | 0.21% | 0.19% | 623 | +1,109 | 9.16% | Q1 2026 | Apr 29, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 12,985 | 654 | 0.2% | 0.2% | 624 | +95 | 0.74% | Q1 2026 | Apr 28, 2026 |
| Colonial River Investments, LLC | History | Added to | 12,769 | 643 | 0.23% | 0.22% | 625 | +554 | 4.54% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Added to | 12,759 | 642 | 0.03% | 0.03% | 626 | +1,587 | 14.21% | Q1 2026 | Apr 30, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 12,720 | 640 | 0.05% | — | 627 | +12,720 | New | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 12,692 | 639 | 0.04% | 0.04% | 628 | -2,149 | -14.48% | Q1 2026 | Apr 24, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 12,641 | 636 | 0.26% | 0.23% | 629 | +1,546 | 13.93% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 12,500 | 632 | 0.11% | 0.12% | 630 | -1,800 | -12.59% | Q1 2026 | Apr 28, 2026 |
| Krilogy Financial LLC | History | Reduced | 12,490 | 631 | 0.02% | 0.02% | 631 | -1,557 | -11.08% | Q1 2026 | Apr 17, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 12,438 | 626 | 0.47% | 0.39% | 632 | +1,704 | 15.87% | Q1 2026 | Apr 22, 2026 |
| Alchemi Wealth, LLC | History | Added to | 12,189 | 613 | 0.34% | 0.3% | 633 | +1,426 | 13.25% | Q1 2026 | May 07, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 12,050 | 606 | 0.01% | — | 634 | +12,050 | New | Q1 2026 | May 13, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 11,981 | 603 | 0.27% | 0.42% | 635 | -6,233 | -34.22% | Q1 2026 | Apr 08, 2026 |
| Sequent Planning LLC | History | Reduced | 11,934 | 601 | 0.15% | 0.15% | 636 | -112 | -0.93% | Q1 2026 | Apr 21, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,447 | 576 | 0.04% | 0.04% | 637 | +1,610 | 16.37% | Q1 2026 | Apr 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,372 | 572 | 0.04% | 0.04% | 638 | -115 | -1.0% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | New | 11,048 | 556 | 0.03% | — | 639 | +11,048 | New | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 10,960 | 553 | 0.07% | 0.13% | 640 | -9,594 | -46.68% | Q1 2026 | Apr 22, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 10,906 | 549 | 0.06% | — | 641 | +10,906 | New | Q1 2026 | May 07, 2026 |
| Redwood Investment Management, LLC | History | Added to | 10,859 | 547 | 0.07% | 0.06% | 642 | +55 | 0.51% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 10,835 | 545 | 0.04% | 0.15% | 643 | -36,410 | -77.07% | Q1 2026 | May 20, 2026 |
| Impact Capital Partners LLC | History | Added to | 10,826 | 545 | 0.16% | 0.15% | 644 | +956 | 9.69% | Q1 2026 | Apr 10, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 10,611 | 536 | 0.17% | 0.17% | 645 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 10,650 | 536 | 0.27% | 0.28% | 646 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Banque Transatlantique SA | History | New | 10,611 | 534 | 0.01% | — | 647 | +10,611 | New | Q1 2026 | May 13, 2026 |
| J.M. Arbour, LLC | History | Added to | 10,506 | 529 | 0.51% | 0.41% | 648 | +2,382 | 29.32% | Q1 2026 | Apr 21, 2026 |
| Genesis Financial Group, LLC | History | Reduced | 10,453 | 526 | 0.33% | 0.31% | 649 | -59 | -0.56% | Q1 2026 | May 18, 2026 |
| Quantum Portfolio Management LLC | History | No change | 10,400 | 523 | 0.23% | 0.23% | 650 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 10,364 | 522 | 0.01% | 0.01% | 651 | +4,446 | 75.13% | Q1 2026 | Apr 16, 2026 |
| Redwood Family Wealth LLC | History | Added to | 10,338 | 520 | 0.51% | 0.51% | 653 | +13 | 0.13% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 10,335 | 520 | 0.02% | 0.02% | 652 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 10,302 | 518 | 0.03% | 0.03% | 654 | -1,956 | -15.96% | Q1 2026 | May 07, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 10,150 | 511 | 0.12% | 0.15% | 655 | -2,000 | -16.46% | Q1 2026 | Apr 28, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 9,996 | 507 | 0.05% | 0.06% | 656 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 10,000 | 505 | 0.05% | 0.06% | 657 | +1,500 | 17.65% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 10,007 | 504 | 0.0% | — | 660 | +10,007 | New | Q1 2026 | May 14, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 10,013 | 504 | 0.21% | 0.16% | 658 | +1,987 | 24.76% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 10,024 | 504 | 0.03% | 0.03% | 659 | +101 | 1.02% | Q1 2026 | May 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 9,908 | 499 | 0.24% | 0.23% | 661 | +52 | 0.53% | Q1 2026 | Apr 15, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 9,890 | 498 | 0.09% | 0.09% | 662 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Entelevest, LLC | History | Reduced | 9,822 | 494 | 0.49% | 0.79% | 663 | -5,855 | -37.35% | Q1 2026 | May 04, 2026 |
| Planning Project LLC | History | No change | 9,648 | 487 | 0.12% | 0.12% | 664 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Leelyn Smith, LLC | History | Added to | 9,619 | 484 | 0.07% | 0.06% | 665 | +837 | 9.53% | Q1 2026 | Apr 27, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 9,540 | 480 | 0.18% | 0.08% | 666 | +5,211 | 120.37% | Q1 2026 | May 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 9,410 | 475 | 0.01% | 0.04% | 667 | -20,213 | -68.23% | Q1 2026 | Apr 28, 2026 |
| Haverford Financial Services, Inc. | History | Reduced | 9,368 | 471 | 0.14% | 0.14% | 668 | -217 | -2.26% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 9,282 | 467 | 0.0% | 0.0% | 669 | -10,358 | -52.74% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 9,174 | 462 | 0.02% | 0.04% | 670 | -6,646 | -42.01% | Q1 2026 | Apr 27, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 9,094 | 458 | 0.32% | 2.06% | 671 | -47,748 | -84.0% | Q1 2026 | May 14, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 8,985 | 452 | 0.06% | 0.06% | 672 | +402 | 4.68% | Q1 2026 | Apr 27, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 8,946 | 450 | 0.11% | 0.09% | 673 | +3,208 | 55.91% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 8,923 | 449 | 0.02% | 0.03% | 675 | -606 | -6.36% | Q1 2026 | Apr 13, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 8,930 | 449 | 1.73% | 0.61% | 674 | -9 | -0.1% | Q1 2026 | May 13, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 8,900 | 448 | 0.29% | 0.29% | 676 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 8,877 | 447 | 0.32% | 0.31% | 677 | +39 | 0.44% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,874 | 446 | 0.02% | 0.02% | 678 | +2,370 | 36.44% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 8,838 | 445 | 0.05% | 0.05% | 679 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 8,656 | 436 | 0.01% | 0.04% | 680 | -14,336 | -62.35% | Q1 2026 | May 04, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 8,541 | 430 | 0.02% | 0.02% | 681 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Planned Solutions, Inc. | History | Added to | 8,492 | 427 | 0.14% | 0.13% | 683 | +709 | 9.11% | Q1 2026 | Apr 09, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 8,487 | 427 | 0.03% | 0.03% | 682 | -195 | -2.25% | Q1 2026 | May 15, 2026 |
| Causey Wealth LLC | History | New | 8,400 | 423 | 0.18% | — | 684 | +8,400 | New | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 8,376 | 421 | 0.02% | 0.23% | 685 | -103,029 | -92.48% | Q1 2026 | Apr 28, 2026 |
| XY Planning Network, Inc. | History | Added to | 8,371 | 421 | 0.07% | 0.05% | 686 | +2,276 | 37.34% | Q1 2026 | Apr 14, 2026 |
| CAP Partners, LLC | History | Reduced | 8,350 | 420 | 0.24% | 0.25% | 687 | -265 | -3.08% | Q1 2026 | Apr 28, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 8,241 | 415 | 0.08% | 0.11% | 688 | -938 | -10.22% | Q1 2026 | May 15, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 8,098 | 407 | 0.16% | 0.13% | 689 | +1,530 | 23.29% | Q1 2026 | May 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 8,041 | 406 | 0.35% | 0.35% | 690 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 8,021 | 404 | 0.0% | 0.0% | 691 | +274 | 3.54% | Q1 2026 | May 05, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 8,017 | 403 | 0.19% | 0.25% | 693 | -1,938 | -19.47% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 8,018 | 403 | 0.04% | 0.04% | 692 | +1,111 | 16.09% | Q1 2026 | Apr 28, 2026 |
| Hurley Capital, LLC | History | Added to | 7,899 | 397 | 0.21% | 0.2% | 694 | +716 | 9.97% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | New | 7,548 | 380 | 0.02% | — | 695 | +7,548 | New | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | New | 7,276 | 366 | 0.01% | — | 696 | +7,276 | New | Q1 2026 | Apr 09, 2026 |
| Clarkston Capital Partners, LLC | History | New | 7,250 | 365 | 0.03% | — | 698 | +7,250 | New | Q1 2026 | May 14, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 7,225 | 365 | 0.1% | 0.1% | 697 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 7,211 | 364 | 0.01% | 0.24% | 699 | -108,891 | -93.79% | Q1 2026 | May 12, 2026 |
| Cottage Street Advisors LLC | History | Added to | 7,239 | 364 | 0.16% | 0.15% | 700 | +46 | 0.64% | Q1 2026 | Apr 20, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 7,135 | 359 | 0.23% | 0.23% | 701 | +350 | 5.16% | Q1 2026 | Apr 23, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 7,025 | 353 | 0.3% | — | 702 | +7,025 | New | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 7,183 | 351 | 0.0% | 0.0% | 703 | -6,255 | -46.55% | Q1 2026 | May 15, 2026 |
| Bulltick Wealth Management, LLC | History | New | 6,909 | 349 | 0.08% | — | 704 | +6,909 | New | Q1 2026 | Apr 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 6,912 | 348 | 0.04% | 0.03% | 705 | +1,334 | 23.92% | Q1 2026 | Apr 15, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 6,762 | 340 | 0.25% | 0.41% | 706 | -3,474 | -33.94% | Q1 2026 | Apr 29, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 6,747 | 339 | 0.02% | 0.03% | 707 | -498 | -6.87% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Added to | 6,654 | 335 | 0.06% | 0.05% | 708 | +1,569 | 30.86% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,663 | 335 | 0.1% | 0.11% | 709 | -612 | -8.41% | Q1 2026 | May 08, 2026 |
| One Degree Advisors Inc | History | New | 6,631 | 333 | 0.09% | — | 710 | +6,631 | New | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,579 | 331 | 0.0% | 0.0% | 711 | +1,620 | 32.67% | Q1 2026 | Apr 30, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 6,500 | 327 | 0.05% | 0.08% | 712 | -3,700 | -36.27% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | No change | 6,447 | 325 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 6,439 | 324 | 0.12% | 0.12% | 714 | +48 | 0.75% | Q1 2026 | May 13, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 6,430 | 323 | 0.11% | 0.11% | 715 | +612 | 10.52% | Q1 2026 | Apr 21, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 6,369 | 320 | 0.1% | 0.13% | 717 | -2,461 | -27.87% | Q1 2026 | May 20, 2026 |
| Firestone Capital Management | History | No change | 6,365 | 320 | 0.07% | 0.07% | 716 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 6,122 | 308 | 0.03% | 0.04% | 718 | -714 | -10.44% | Q1 2026 | Apr 10, 2026 |
| City Center Advisors, LLC | History | Added to | 6,126 | 308 | 0.28% | 0.26% | 719 | +549 | 9.84% | Q1 2026 | Apr 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,097 | 307 | 0.01% | 0.01% | 720 | -307 | -4.79% | Q1 2026 | May 11, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 6,000 | 302 | 0.04% | — | 723 | +6,000 | New | Q1 2026 | Apr 16, 2026 |
| OneAscent Family Office, LLC | History | Added to | 5,996 | 302 | 0.21% | 0.15% | 722 | +1,639 | 37.62% | Q1 2026 | Apr 21, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 6,009 | 302 | 0.11% | 0.11% | 721 | +351 | 6.2% | Q1 2026 | Apr 21, 2026 |
| Community Bank & Trust, Waco, Texas | History | Added to | 5,979 | 301 | 0.06% | 0.06% | 725 | +479 | 8.71% | Q1 2026 | Apr 17, 2026 |
| Bridgewater Advisors Inc. | History | No change | 5,959 | 301 | 0.02% | 0.02% | 724 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 5,963 | 300 | 0.09% | 0.09% | 726 | +81 | 1.38% | Q1 2026 | Apr 20, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 5,893 | 298 | 0.11% | 0.11% | 728 | -16,333 | -73.49% | Q1 2026 | May 05, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 5,930 | 298 | 0.03% | 0.03% | 727 | +923 | 18.43% | Q1 2026 | Apr 24, 2026 |
| Security Financial Services, INC. | History | No change | 5,829 | 294 | 0.05% | 0.05% | 729 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 5,832 | 293 | 0.08% | 0.09% | 730 | -337 | -5.46% | Q1 2026 | May 01, 2026 |
| PW Nova Financial Services LLC | History | New | 5,697 | 286 | 0.07% | — | 732 | +5,697 | New | Q1 2026 | Apr 15, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 5,694 | 286 | 0.04% | 0.04% | 731 | +42 | 0.74% | Q1 2026 | May 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 5,662 | 285 | 0.01% | 0.02% | 733 | -2,079 | -26.86% | Q1 2026 | May 04, 2026 |
| Sandro Wealth Management LLC | History | New | 5,599 | 282 | 0.23% | — | 735 | +5,599 | New | Q1 2026 | Apr 21, 2026 |
| Balboa Wealth Partners | History | Reduced | 5,612 | 282 | 0.05% | 0.06% | 734 | -1,569 | -21.85% | Q1 2026 | Apr 16, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 5,574 | 280 | 0.01% | 0.01% | 736 | +570 | 11.39% | Q1 2026 | Apr 17, 2026 |
| Sovereign Financial Group, Inc. | History | New | 5,512 | 277 | 0.05% | — | 737 | +5,512 | New | Q1 2026 | Apr 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,474 | 276 | 0.01% | — | 738 | +5,474 | New | Q1 2026 | May 15, 2026 |
| RMR Wealth Builders | History | New | 5,469 | 276 | 0.02% | — | 739 | +5,469 | New | Q1 2026 | Apr 22, 2026 |
| KWB Wealth | History | No change | 5,429 | 274 | 0.03% | 0.03% | 740 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bellecapital International Ltd. | History | New | 5,373 | 270 | 0.05% | — | 741 | +5,373 | New | Q1 2026 | May 12, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 5,357 | 269 | 0.02% | 0.02% | 742 | -393 | -6.83% | Q1 2026 | Apr 16, 2026 |
| Ehrenkranz Partners L.P. | History | No change | 5,282 | 266 | 0.21% | 0.3% | 743 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunpointe, LLC | History | Reduced | 5,259 | 264 | 0.09% | 0.09% | 744 | -161 | -2.97% | Q1 2026 | Apr 21, 2026 |
| Millstone Evans Group, LLC | History | No change | 5,261 | 264 | 0.16% | 0.16% | 745 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,227 | 263 | 0.02% | — | 747 | +5,227 | New | Q1 2026 | May 12, 2026 |
| WESPAC Advisors, LLC | History | No change | 5,241 | 263 | 0.14% | 0.14% | 746 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 5,212 | 262 | 0.0% | 0.0% | 748 | -630 | -10.78% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,193 | 261 | 0.05% | 0.05% | 749 | +38 | 0.74% | Q1 2026 | May 11, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 5,165 | 260 | 0.13% | 0.13% | 750 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 5,153 | 259 | 0.2% | 0.24% | 752 | -1,417 | -21.57% | Q1 2026 | May 08, 2026 |
| XML Financial, LLC | History | Reduced | 5,150 | 259 | 0.02% | 0.02% | 751 | -75 | -1.44% | Q1 2026 | Apr 16, 2026 |
| West Wealth Group, LLC | History | Added to | 5,050 | 254 | 0.05% | 0.05% | 754 | +352 | 7.49% | Q1 2026 | May 11, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 5,061 | 254 | 0.06% | 0.06% | 753 | +37 | 0.74% | Q1 2026 | Apr 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 5,014 | 252 | 0.02% | — | 755 | +5,014 | New | Q1 2026 | Apr 27, 2026 |
| TCFG Investment Advisors, LLC | History | New | 4,958 | 249 | 0.09% | — | 757 | +4,958 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 4,958 | 249 | 0.09% | 0.09% | 756 | +540 | 12.22% | Q1 2026 | Apr 23, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 4,928 | 248 | 0.16% | 0.16% | 758 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Idaho Trust Co | History | Reduced | 4,866 | 245 | 0.08% | 0.09% | 759 | -726 | -12.98% | Q1 2026 | May 08, 2026 |
| BURNEY CO/ | History | Reduced | 4,840 | 243 | 0.01% | 0.01% | 760 | -590 | -10.87% | Q1 2026 | Apr 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 4,664 | 234 | 0.02% | — | 761 | +4,664 | New | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | New | 4,642 | 233 | 0.0% | — | 762 | +4,642 | New | Q1 2026 | Apr 27, 2026 |
| Legacy Trust | History | New | 4,622 | 232 | 0.04% | — | 763 | +4,622 | New | Q1 2026 | Apr 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 4,585 | 231 | 0.03% | 0.03% | 764 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| waypoint wealth counsel | History | Reduced | 4,487 | 226 | 0.12% | 1.38% | 765 | -69,963 | -93.97% | Q1 2026 | Apr 23, 2026 |
| Omnitrust Wealth Management, Inc | History | Reduced | 4,480 | 225 | 0.29% | 1.57% | 767 | -19,937 | -81.65% | Q1 2026 | Apr 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 4,474 | 225 | 0.02% | 0.02% | 766 | +98 | 2.24% | Q1 2026 | Apr 30, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 4,440 | 223 | 0.02% | 0.02% | 768 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 4,258 | 214 | 0.0% | — | 770 | +4,258 | New | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,262 | 214 | 0.01% | 0.01% | 769 | -437 | -9.3% | Q1 2026 | Apr 07, 2026 |
| PKS Advisory Services, LLC | History | New | 4,211 | 212 | 0.05% | — | 773 | +4,211 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 4,227 | 212 | 0.0% | 0.0% | 771 | -460 | -9.81% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,228 | 212 | 0.0% | 0.0% | 772 | +231 | 5.78% | Q1 2026 | May 01, 2026 |
| Jones Kertz & Associates, Inc. | History | New | 4,097 | 206 | 0.11% | — | 774 | +4,097 | New | Q1 2026 | Apr 23, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 4,033 | 203 | 0.05% | 1.35% | 775 | -111,522 | -96.51% | Q1 2026 | Apr 17, 2026 |
| Frontier Asset Management, LLC | History | New | 4,000 | 201 | 0.04% | — | 776 | +4,000 | New | Q1 2026 | May 06, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 3,723 | 187 | 0.17% | 0.25% | 777 | +424 | 12.85% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,704 | 186 | 0.0% | 0.0% | 778 | -140 | -3.64% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 3,564 | 179 | 0.0% | 0.0% | 779 | -3,032 | -45.97% | Q1 2026 | May 05, 2026 |
| Mosley Wealth Management | History | New | 3,487 | 177 | 0.08% | — | 780 | +3,487 | New | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 3,507 | 176 | 0.09% | 0.14% | 781 | -1,589 | -31.18% | Q1 2026 | May 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 3,119 | 157 | 0.1% | 0.16% | 782 | -2,294 | -42.38% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,054 | 153 | 0.01% | 0.01% | 783 | -44 | -1.42% | Q1 2026 | Apr 27, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 3,028 | 152 | 0.16% | 0.13% | 784 | +587 | 24.05% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 2,973 | 149 | 0.03% | 0.04% | 787 | +483 | 19.4% | Q1 2026 | May 11, 2026 |
| Transce3nd, LLC | History | Reduced | 2,965 | 149 | 1.32% | 1.23% | 786 | -66 | -2.18% | Q1 2026 | May 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2,971 | 149 | 0.02% | 0.03% | 785 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ninety One UK Ltd | History | No change | 2,691 | 135 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,434 | 122 | 0.0% | 0.0% | 789 | +1,981 | 437.31% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | New | 2,200 | 110 | 0.02% | — | 791 | +2,200 | New | Q1 2026 | May 04, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,182 | 110 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,922 | 96 | 0.0% | 0.0% | 792 | +4 | 0.21% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,796 | 90 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STANCE CAPITAL LLC | History | New | 1,500 | 75 | 0.04% | — | 796 | +1,500 | New | Q1 2026 | May 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 1,490 | 75 | 0.02% | — | 795 | +1,490 | New | Q1 2026 | Apr 20, 2026 |
| Financial Connections Group, Inc. | History | No change | 1,500 | 75 | 0.03% | 0.03% | 794 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,450 | 73 | 0.03% | 0.02% | 797 | +490 | 51.04% | Q1 2026 | Apr 14, 2026 |
| Clearstead Trust, LLC | History | No change | 1,438 | 72 | 0.01% | 0.01% | 798 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,315 | 66 | 0.02% | 0.14% | 799 | -6,122 | -82.32% | Q1 2026 | Apr 28, 2026 |
| Covenant Partners, LLC | History | No change | 1,284 | 64 | 0.02% | 0.02% | 800 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,262 | 63 | 0.0% | 0.0% | 801 | -10,343 | -89.13% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Advisors | History | Added to | 1,225 | 61 | 0.0% | 0.0% | 802 | +9 | 0.74% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 1,179 | 59 | 0.0% | 0.0% | 803 | +900 | 322.58% | Q1 2026 | Apr 22, 2026 |
| BALLAST ADVISORS LLC | History | New | 1,131 | 57 | 0.02% | — | 804 | +1,131 | New | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,100 | 55 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,063 | 53 | 0.05% | 0.07% | 806 | -594 | -35.85% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,025 | 51 | 0.0% | 0.0% | 807 | +487 | 90.52% | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | New | 969 | 48 | 0.02% | — | 809 | +969 | New | Q1 2026 | Apr 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 965 | 48 | 0.02% | 0.01% | 808 | +531 | 122.35% | Q1 2026 | May 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 900 | 45 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Trust Asset Management, LLC | History | No change | 892 | 44 | 0.02% | 0.02% | 811 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 778 | 39 | 0.02% | 0.02% | 812 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Reduced | 754 | 37 | 0.0% | 0.0% | 813 | -60 | -7.37% | Q1 2026 | May 11, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 659 | 33 | 0.01% | 0.01% | 814 | -96 | -12.72% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Reduced | 612 | 30 | 0.0% | 0.0% | 815 | -2,762 | -81.86% | Q1 2026 | May 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 521 | 26 | 0.02% | 0.02% | 816 | -56 | -9.71% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | Reduced | 510 | 25 | 0.0% | 0.01% | 818 | -886 | -63.47% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | New | 500 | 25 | 0.0% | — | 819 | +500 | New | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 501 | 25 | 0.01% | 0.01% | 817 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Key Capital Management, INC | History | Added to | 491 | 24 | 0.02% | 0.0% | 820 | +441 | 882.0% | Q1 2026 | May 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 459 | 23 | 0.02% | — | 821 | +459 | New | Q1 2026 | Apr 21, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 400 | 20 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 340 | 17 | 0.0% | — | 823 | +340 | New | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 307 | 15 | 0.0% | 0.0% | 824 | +207 | 207.0% | Q1 2026 | Apr 30, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 283 | 14 | 0.02% | — | 826 | +283 | New | Q1 2026 | Apr 29, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 294 | 14 | 0.0% | 0.0% | 825 | -1 | -0.34% | Q1 2026 | Apr 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 266 | 13 | 0.0% | — | 827 | +266 | New | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 250 | 12 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 239 | 12 | 0.0% | 0.0% | 829 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 238 | 11 | 0.01% | 0.01% | 830 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Frazier Financial Advisors, LLC | History | New | 209 | 10 | 0.01% | — | 831 | +209 | New | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | New | 180 | 9 | 0.0% | — | 833 | +180 | New | Q1 2026 | May 07, 2026 |
| Decker Retirement Planning Inc. | History | No change | 197 | 9 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JNBA Financial Advisors | History | Added to | 173 | 8 | 0.0% | 0.0% | 834 | +2 | 1.17% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Added to | 124 | 6 | 0.0% | 0.0% | 835 | +1 | 0.81% | Q1 2026 | May 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 108 | 5 | 0.0% | 0.08% | 836 | -67,580 | -99.84% | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 95 | 4 | 0.0% | 0.13% | 840 | -6,342 | -98.52% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 95 | 4 | 0.0% | 0.01% | 842 | -648 | -87.21% | Q1 2026 | May 13, 2026 |
| West Branch Capital LLC | History | New | 97 | 4 | 0.0% | — | 843 | +97 | New | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 91 | 4 | 0.0% | 0.0% | 837 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 96 | 4 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Avion Wealth | History | No change | 84 | 4 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Coston, McIsaac & Partners | History | No change | 93 | 4 | 0.0% | 0.0% | 841 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Motiv8 Investments LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | New | 58 | 2 | 0.0% | — | 850 | +58 | New | Q1 2026 | Apr 14, 2026 |
| Fairman Group, LLC | History | New | 50 | 2 | 0.0% | — | 849 | +50 | New | Q1 2026 | Apr 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 41 | 2 | 0.0% | — | 848 | +41 | New | Q1 2026 | Apr 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 50 | 2 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New Millennium Group LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 25 | 1 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quaker Wealth Management, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EPG Wealth Management LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,529,745 | -100.0% | Q1 2026 | Apr 22, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.11% | — | -1,000,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Leslie Global Wealth, LLC | History | Closed out | 0 | 0 | — | 12.4% | — | -544,992 | -100.0% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 1.69% | — | -290,216 | -100.0% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.03% | — | -286,696 | -100.0% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -243,147 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -228,463 | -100.0% | Q1 2026 | May 12, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 1.19% | — | -181,385 | -100.0% | Q1 2026 | May 07, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -152,728 | -100.0% | Q1 2026 | May 05, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 1.26% | — | -145,345 | -100.0% | Q1 2026 | Apr 14, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 3.77% | — | -128,444 | -100.0% | Q1 2026 | May 05, 2026 |
| Schwallier Wealth Management LLC | History | Closed out | 0 | 0 | — | 4.05% | — | -125,005 | -100.0% | Q1 2026 | May 05, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.42% | — | -120,060 | -100.0% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -117,420 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 4.14% | — | -108,762 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -101,679 | -100.0% | Q1 2026 | May 01, 2026 |
| Mainsail Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.96% | — | -93,272 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 4.09% | — | -77,116 | -100.0% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -68,340 | -100.0% | Q1 2026 | May 14, 2026 |
| Callodine Capital Management, LP | History | Closed out | 0 | 0 | — | 0.2% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.44% | — | -43,065 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 2.27% | — | -41,638 | -100.0% | Q1 2026 | May 01, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.01% | — | -32,860 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,582 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,639 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -16,548 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -16,459 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -13,980 | -100.0% | Q1 2026 | May 15, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -13,373 | -100.0% | Q1 2026 | May 05, 2026 |
| Robinhood Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,178 | -100.0% | Q1 2026 | Apr 13, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -12,230 | -100.0% | Q1 2026 | May 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,423 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,255 | -100.0% | Q1 2026 | May 06, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,935 | -100.0% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -6,817 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,550 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,500 | -100.0% | Q1 2026 | Apr 15, 2026 |
| River Street Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,217 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,189 | -100.0% | Q1 2026 | Apr 23, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -6,097 | -100.0% | Q1 2026 | May 11, 2026 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,833 | -100.0% | Q1 2026 | May 06, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,817 | -100.0% | Q1 2026 | May 06, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,680 | -100.0% | Q1 2026 | May 01, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -5,500 | -100.0% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.04% | — | -5,367 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,314 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,232 | -100.0% | Q1 2026 | May 07, 2026 |
| Integrity Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,935 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.05% | — | -4,927 | -100.0% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,924 | -100.0% | Q1 2026 | May 14, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,886 | -100.0% | Q1 2026 | May 04, 2026 |
| GM Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,658 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,653 | -100.0% | Q1 2026 | May 08, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,634 | -100.0% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,491 | -100.0% | Q1 2026 | May 13, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.08% | — | -4,442 | -100.0% | Q1 2026 | May 07, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,182 | -100.0% | Q1 2026 | May 05, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,135 | -100.0% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.03% | — | -3,697 | -100.0% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,340 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,196 | -100.0% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Closed out | 0 | 0 | — | 0.02% | — | -979 | -100.0% | Q1 2026 | Apr 21, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -800 | -100.0% | Q1 2026 | May 04, 2026 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -754 | -100.0% | Q1 2026 | May 12, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -743 | -100.0% | Q1 2026 | May 22, 2026 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.01% | — | -716 | -100.0% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -449 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Lodestone Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -370 | -100.0% | Q1 2026 | May 01, 2026 |
| Missouri Trust & Investment Co | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q1 2026 | May 14, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Networth Advisors, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -32 | -78.05% | Q1 2026 | Apr 22, 2026 |
| Walsh & Associates, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creative Capital Management Investments LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |