J.P. Morgan Exchange-Traded Fund Trust - JEPQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 23,591,671 | 1,309,809 | 0.08% | 0.08% | 1 | +1,083,805 | 4.82% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,637,631 | 1,217,225 | 0.08% | 0.09% | 2 | -1,033,750 | -4.37% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 16,876,937 | 937,007 | 0.25% | 0.24% | 3 | +1,993,383 | 13.39% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,877,688 | 770,489 | 0.06% | 0.05% | 4 | +1,132,270 | 8.88% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,078,829 | 504,056 | 0.1% | 0.09% | 5 | +883,464 | 10.78% | Q1 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,915,633 | 272,883 | 0.06% | 0.07% | 6 | -123,634 | -2.45% | Q1 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,606,395 | 255,748 | 0.04% | 0.04% | 7 | +517,693 | 12.66% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,273,667 | 237,273 | 0.07% | 0.07% | 8 | +336,267 | 8.54% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,009,107 | 222,585 | 0.06% | 0.06% | 9 | +620,468 | 18.31% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,733,932 | 207,343 | 0.3% | 0.33% | 10 | -140,567 | -3.63% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,490,754 | 193,806 | 0.03% | 0.03% | 11 | +67,129 | 1.96% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,122,679 | 173,371 | 0.24% | 0.22% | 12 | +250,082 | 8.71% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 3,035,644 | 168,538 | 0.18% | 0.18% | 13 | +204,154 | 7.21% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,153,718 | 116,580 | 0.06% | 0.06% | 14 | +439,562 | 25.64% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 2,069,787 | 114,914 | 0.47% | 0.49% | 15 | +27,513 | 1.35% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,042,061 | 113,375 | 1.75% | 1.88% | 16 | +80,399 | 4.1% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,729,900 | 96,044 | 0.01% | 0.01% | 17 | +25,437 | 1.49% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,154,947 | 78,954 | 0.51% | 0.76% | 18 | +232,391 | 12.09% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,394,754 | 77,436 | 1.24% | 1.05% | 19 | +273,153 | 24.35% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,299,013 | 72,121 | 0.07% | 0.07% | 20 | +26,124 | 2.05% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,249,605 | 69,378 | 0.26% | 0.27% | 21 | +100,914 | 8.79% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,187,871 | 65,950 | 0.18% | 0.19% | 22 | -155,805 | -11.6% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,164,700 | 64,664 | 0.01% | 0.01% | 23 | +495,100 | 73.94% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 1,123,928 | 62,400 | 0.07% | 0.05% | 24 | +461,614 | 69.7% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,088,700 | 60,444 | 0.05% | 0.0% | 25 | +1,081,000 | 14038.96% | Q1 2026 | May 15, 2026 |
| Adams Asset Advisors, LLC | History | New | 1,087,055 | 60,353 | 6.77% | — | 26 | +1,087,055 | New | Q1 2026 | Apr 27, 2026 |
| Hilton Capital Management, LLC | History | Added to | 1,086,431 | 60,318 | 4.56% | 4.68% | 27 | +16,385 | 1.53% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 969,583 | 53,831 | 0.25% | 0.28% | 28 | -41,035 | -4.06% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 917,534 | 50,941 | 0.13% | 0.13% | 29 | +93,783 | 11.38% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 892,093 | 49,529 | 0.13% | 0.13% | 30 | +66,643 | 8.07% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 851,871 | 47,295 | 0.05% | 0.05% | 31 | +11,249 | 1.34% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 811,119 | 45,033 | 0.01% | 0.0% | 32 | +382,619 | 89.29% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 769,219 | 42,707 | 1.17% | 1.1% | 33 | +31,250 | 4.23% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 765,798 | 42,517 | 0.08% | 0.07% | 34 | +108,650 | 16.53% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 687,726 | 38,182 | 0.06% | 0.06% | 35 | +28,352 | 4.3% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 659,577 | 36,619 | 0.6% | 0.62% | 36 | +47,598 | 7.78% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 649,835 | 36,078 | 0.18% | 0.2% | 37 | +37,196 | 6.07% | Q1 2026 | May 08, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 635,087 | 35,259 | 10.91% | 11.81% | 38 | +16,125 | 2.61% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 628,291 | 34,882 | 0.86% | 0.85% | 39 | +39,517 | 6.71% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 599,476 | 33,282 | 0.04% | 0.04% | 40 | +21,074 | 3.64% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 591,878 | 32,861 | 0.01% | 0.01% | 41 | +2,936 | 0.5% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 587,747 | 32,631 | 0.59% | 0.59% | 42 | +60,769 | 11.53% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 568,891 | 31,584 | 0.34% | — | 43 | +568,891 | New | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 567,921 | 31,530 | 0.64% | 0.69% | 44 | -21,519 | -3.65% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 554,459 | 30,783 | 0.03% | 0.03% | 45 | +107,889 | 24.16% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 553,800 | 30,747 | 0.11% | 0.11% | 46 | +42,440 | 8.3% | Q1 2026 | Jun 02, 2026 |
| PSI Advisors, LLC | History | Added to | 524,994 | 29,147 | 6.98% | 7.25% | 47 | +28,279 | 5.69% | Q1 2026 | May 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 523,278 | 29,052 | 4.22% | 4.64% | 48 | +5,766 | 1.11% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 522,729 | 29,021 | 0.02% | 0.01% | 49 | +168,954 | 47.76% | Q1 2026 | May 08, 2026 |
| Magnus Financial Group LLC | History | Added to | 505,220 | 28,049 | 2.28% | 2.07% | 50 | +37,879 | 8.11% | Q1 2026 | Apr 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 465,179 | 25,826 | 0.62% | 0.54% | 51 | +105,933 | 29.49% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 423,145 | 23,493 | 0.18% | 0.14% | 52 | +133,909 | 46.3% | Q1 2026 | May 15, 2026 |
| James Reed Financial Services, Inc. | History | Reduced | 421,287 | 23,389 | 20.25% | 20.49% | 53 | -18,559 | -4.22% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 387,617 | 21,520 | 2.04% | 2.14% | 54 | +1,841 | 0.48% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 380,831 | 21,170 | 0.04% | 0.05% | 55 | -220,429 | -36.66% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 381,007 | 21,153 | 0.29% | 0.25% | 56 | +80,956 | 26.98% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 376,060 | 20,878 | 0.01% | 0.01% | 57 | +38,238 | 11.32% | Q1 2026 | May 07, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 370,786 | 19,937 | 1.17% | 0.99% | 58 | +53,022 | 16.69% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 352,467 | 19,568 | 3.03% | 3.39% | 59 | -13,846 | -3.78% | Q1 2026 | Apr 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 336,969 | 18,708 | 0.22% | 0.22% | 60 | +24,602 | 7.88% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 332,015 | 18,433 | 0.04% | 0.04% | 61 | +38,788 | 13.23% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 309,893 | 17,205 | 0.39% | 0.41% | 62 | -8,455 | -2.66% | Q1 2026 | May 15, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Added to | 280,457 | 17,158 | 10.13% | 6.36% | 63 | +228,985 | 444.87% | Q1 2026 | Jun 16, 2026 |
| Cerity Partners LLC | History | Added to | 305,895 | 16,983 | 0.02% | 0.02% | 64 | +29,571 | 10.7% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 293,889 | 16,315 | 0.08% | 0.08% | 65 | +31,008 | 11.8% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 292,336 | 16,230 | 0.12% | 0.16% | 66 | -42,761 | -12.76% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 278,150 | 15,442 | 5.65% | 6.33% | 67 | -24,801 | -8.19% | Q1 2026 | May 05, 2026 |
| Centurion Wealth Management LLC | History | Added to | 265,813 | 14,757 | 3.32% | 3.21% | 68 | +13,911 | 5.52% | Q1 2026 | Apr 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 244,262 | 13,561 | 0.46% | 0.3% | 69 | +93,960 | 62.51% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 236,004 | 13,102 | 0.93% | 1.75% | 70 | +20,407 | 9.47% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 226,679 | 12,585 | 0.36% | 0.01% | 71 | +222,018 | 4763.31% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 222,636 | 12,360 | 0.11% | 0.11% | 72 | -39,784 | -15.16% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 220,722 | 12,254 | 0.58% | 0.57% | 73 | +16,226 | 7.93% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 217,144 | 12,055 | 0.02% | 0.0% | 74 | +193,970 | 837.02% | Q1 2026 | May 14, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 215,942 | 11,989 | 2.35% | 2.55% | 75 | -14,143 | -6.15% | Q1 2026 | Apr 15, 2026 |
| Argent Trust Co | History | Added to | 215,861 | 11,984 | 0.41% | 0.42% | 76 | +4,846 | 2.3% | Q1 2026 | May 13, 2026 |
| Compass Financial Services Inc | History | Added to | 215,569 | 11,968 | 5.18% | 5.12% | 77 | +11,066 | 5.41% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Added to | 214,264 | 11,897 | 0.19% | 0.19% | 78 | +19,714 | 10.13% | Q1 2026 | Apr 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 212,866 | 11,818 | 0.62% | 0.65% | 79 | +9,255 | 4.55% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 212,112 | 11,770 | 0.07% | 0.07% | 80 | +17,206 | 8.83% | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 198,663 | 11,729 | 1.74% | 2.03% | 81 | -13,159 | -6.21% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 211,145 | 11,722 | 0.29% | 0.28% | 82 | +27,481 | 14.96% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 210,073 | 11,663 | 0.06% | 0.03% | 83 | +127,614 | 154.76% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 207,627 | 11,527 | 0.14% | 0.15% | 84 | -5,490 | -2.58% | Q1 2026 | Apr 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 206,914 | 11,487 | 0.65% | 0.72% | 85 | +102,681 | 98.51% | Q1 2026 | Apr 22, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 206,159 | 11,445 | 2.22% | 2.31% | 86 | -2,350 | -1.13% | Q1 2026 | Apr 16, 2026 |
| Venture Visionary Partners LLC | History | Added to | 203,138 | 11,278 | 0.38% | 0.35% | 87 | +18,451 | 9.99% | Q1 2026 | May 14, 2026 |
| Prota Financial, LLC | History | Reduced | 200,924 | 11,155 | 8.08% | 8.48% | 88 | -1,629 | -0.8% | Q1 2026 | Apr 09, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 197,560 | 10,968 | 6.98% | 6.75% | 89 | +10,633 | 5.69% | Q1 2026 | Apr 23, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 196,290 | 10,898 | 2.46% | 2.65% | 90 | -296 | -0.15% | Q1 2026 | Apr 27, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 192,191 | 10,670 | 6.86% | 6.76% | 91 | +7,740 | 4.2% | Q1 2026 | Apr 29, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 192,594 | 10,585 | 2.32% | 2.46% | 92 | +731 | 0.38% | Q1 2026 | May 11, 2026 |
| Indivisible Partners | History | Added to | 187,683 | 10,420 | 0.92% | 0.77% | 93 | +65,433 | 53.52% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 187,489 | 10,409 | 0.08% | 0.07% | 94 | +83,856 | 80.92% | Q1 2026 | May 15, 2026 |
| Morse Asset Management, Inc | History | Added to | 177,377 | 9,847 | 2.05% | 1.78% | 95 | +23,872 | 15.55% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 173,631 | 9,640 | 0.19% | 0.21% | 96 | -2,506 | -1.42% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 168,439 | 9,351 | 0.27% | 0.2% | 97 | +55,566 | 49.23% | Q1 2026 | Apr 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 166,563 | 9,247 | 0.05% | 0.05% | 98 | +45,169 | 37.21% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 155,214 | 9,021 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 161,407 | 8,961 | 0.45% | 0.46% | 100 | +8,563 | 5.6% | Q1 2026 | Apr 23, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 160,133 | 8,890 | 6.14% | 6.58% | 101 | +10,560 | 7.06% | Q1 2026 | Apr 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 159,273 | 8,842 | 0.62% | 0.69% | 102 | -308 | -0.19% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 158,972 | 8,826 | 0.14% | 0.1% | 103 | +66,076 | 71.13% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 157,314 | 8,734 | 0.02% | 0.0% | 104 | +153,701 | 4254.11% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 157,056 | 8,719 | 0.1% | 0.08% | 105 | +31,374 | 24.96% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 159,537 | 8,578 | 0.31% | 0.27% | 106 | +39,077 | 32.44% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 152,395 | 8,460 | 0.27% | 0.27% | 107 | +14,980 | 10.9% | Q1 2026 | May 15, 2026 |
| Carr Financial Group Corp | History | Added to | 152,216 | 8,451 | 2.23% | 2.17% | 108 | +11,605 | 8.25% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | Added to | 151,934 | 8,435 | 0.48% | 0.47% | 109 | +6,827 | 4.7% | Q1 2026 | May 07, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 151,495 | 8,411 | 3.65% | 3.41% | 110 | +16,743 | 12.43% | Q1 2026 | Apr 16, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 150,658 | 8,364 | 3.28% | 3.05% | 111 | +11,424 | 8.2% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 147,630 | 8,196 | 0.32% | 0.35% | 112 | +93,376 | 172.11% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 146,748 | 8,147 | 0.01% | 0.01% | 113 | +19,146 | 15.0% | Q1 2026 | May 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 145,911 | 8,101 | 2.81% | 2.74% | 114 | +18,462 | 14.49% | Q1 2026 | May 04, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 145,733 | 8,091 | 2.28% | 2.25% | 115 | +5,771 | 4.12% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 144,834 | 8,041 | 0.1% | 0.11% | 116 | -2,404 | -1.63% | Q1 2026 | Apr 28, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 143,931 | 7,991 | 0.9% | 0.87% | 117 | +7,085 | 5.18% | Q1 2026 | Apr 16, 2026 |
| Advisory Resource Group | History | Added to | 143,668 | 7,976 | 1.37% | 1.41% | 118 | +5,591 | 4.05% | Q1 2026 | May 15, 2026 |
| Mechanics Bank Trust Department | History | Added to | 142,942 | 7,936 | 1.1% | 0.96% | 119 | +16,396 | 12.96% | Q1 2026 | Apr 09, 2026 |
| Members Advisory Group LLC | History | Reduced | 142,807 | 7,928 | 2.72% | 3.13% | 120 | -232 | -0.16% | Q1 2026 | May 05, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 140,755 | 7,814 | 3.25% | 2.06% | 121 | +31,478 | 28.81% | Q1 2026 | Jun 01, 2026 |
| Spire Wealth Management | History | Added to | 140,657 | 7,809 | 0.27% | 0.21% | 122 | +30,560 | 27.76% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | Added to | 139,941 | 7,769 | 0.59% | 0.62% | 123 | +1,983 | 1.44% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Reduced | 138,701 | 7,700 | 0.1% | 0.15% | 124 | -39,004 | -21.95% | Q1 2026 | May 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 138,159 | 7,670 | 1.38% | 1.33% | 125 | -4,674 | -3.27% | Q1 2026 | Apr 29, 2026 |
| RWQ Financial Management Services, Inc. | History | Reduced | 137,150 | 7,614 | 4.96% | 5.26% | 126 | -59,600 | -30.29% | Q1 2026 | May 14, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 131,856 | 7,320 | 1.34% | 1.62% | 127 | -23,841 | -15.31% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 130,317 | 7,235 | 0.01% | 0.01% | 128 | +51,626 | 65.61% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 128,343 | 7,125 | 0.17% | 0.15% | 129 | +22,486 | 21.24% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 128,135 | 7,114 | 0.14% | 0.15% | 130 | -1,766 | -1.36% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Added to | 128,077 | 7,110 | 0.01% | 0.01% | 131 | +20,672 | 19.25% | Q1 2026 | May 06, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 127,568 | 7,082 | 3.32% | 3.3% | 132 | +8,510 | 7.15% | Q1 2026 | Jun 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 126,255 | 7,009 | 1.29% | 1.33% | 133 | +4,970 | 4.1% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 125,086 | 6,944 | 0.07% | 0.05% | 134 | +41,223 | 49.16% | Q1 2026 | Apr 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 124,994 | 6,939 | 0.04% | 0.04% | 135 | +12,598 | 11.21% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 124,517 | 6,913 | 0.16% | 0.06% | 136 | +79,339 | 175.61% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 124,342 | 6,903 | 0.41% | 0.43% | 137 | -794 | -0.63% | Q1 2026 | May 12, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 118,017 | 6,859 | 4.92% | 4.92% | 138 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 121,522 | 6,746 | 0.78% | 0.9% | 139 | -3,004 | -2.41% | Q1 2026 | May 08, 2026 |
| IMC-Chicago, LLC | History | Added to | 121,271 | 6,732 | 0.0% | 0.0% | 140 | +109,786 | 955.91% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 121,108 | 6,723 | 0.08% | 0.07% | 141 | +13,888 | 12.95% | Q1 2026 | Apr 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 113,119 | 6,661 | 0.15% | 0.15% | 142 | +8,081 | 7.69% | Q1 2026 | May 04, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 119,547 | 6,642 | 1.46% | 1.49% | 143 | +3,386 | 2.91% | Q1 2026 | May 13, 2026 |
| Cadence Bank | History | No change | 114,044 | 6,628 | 0.39% | 0.39% | 144 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 119,047 | 6,609 | 0.09% | 0.05% | 145 | +59,357 | 99.44% | Q1 2026 | May 01, 2026 |
| NFSG Corp | History | Reduced | 118,016 | 6,552 | 1.08% | 1.08% | 146 | -1,868 | -1.56% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 116,550 | 6,470 | 0.33% | 0.48% | 147 | -39,975 | -25.54% | Q1 2026 | Apr 17, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 115,615 | 6,418 | 1.93% | 3.94% | 148 | -106,753 | -48.01% | Q1 2026 | May 05, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 115,424 | 6,408 | 1.49% | 1.51% | 149 | +3,071 | 2.73% | Q1 2026 | Apr 17, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 114,807 | 6,374 | 3.55% | 3.5% | 150 | +3,515 | 3.16% | Q1 2026 | Apr 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 113,809 | 6,318 | 0.08% | 0.08% | 151 | +9,196 | 8.79% | Q1 2026 | Apr 21, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 113,451 | 6,298 | 1.59% | 1.54% | 152 | +3,357 | 3.05% | Q1 2026 | May 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 112,796 | 6,262 | 0.35% | 0.24% | 153 | +39,459 | 53.81% | Q1 2026 | Apr 30, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 112,691 | 6,256 | 1.43% | 1.62% | 154 | -4,168 | -3.57% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 110,793 | 6,151 | 0.45% | 0.48% | 155 | -1,075 | -0.96% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 110,544 | 6,137 | 0.16% | 0.18% | 156 | +1,414 | 1.3% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 109,629 | 6,080 | 0.01% | 0.01% | 157 | +1,136 | 1.05% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 108,291 | 6,012 | 0.19% | 0.21% | 158 | -5,218 | -4.6% | Q1 2026 | Apr 08, 2026 |
| Vienna Asset Management LLC | History | Reduced | 108,256 | 6,010 | 4.67% | 3.63% | 159 | -1,708 | -1.55% | Q1 2026 | May 12, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 108,206 | 6,007 | 2.34% | 2.58% | 160 | -119 | -0.11% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 108,170 | 6,005 | 0.22% | 0.18% | 161 | +25,051 | 30.14% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 107,888 | 5,989 | 0.45% | 0.54% | 162 | -8,152 | -7.03% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 106,519 | 5,913 | 0.06% | 0.06% | 163 | +15,081 | 16.49% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 103,411 | 5,741 | 0.03% | 0.03% | 164 | +9,576 | 10.21% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 102,614 | 5,697 | 0.01% | — | 165 | +102,614 | New | Q1 2026 | May 14, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 96,250 | 5,619 | 1.22% | 1.17% | 166 | +8,354 | 9.5% | Q1 2026 | Apr 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 100,731 | 5,593 | 0.27% | 0.28% | 167 | -2,881 | -2.78% | Q1 2026 | May 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 99,067 | 5,500 | 0.38% | 0.34% | 168 | +13,912 | 16.34% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 97,878 | 5,434 | 0.21% | 0.2% | 169 | +2,230 | 2.33% | Q1 2026 | May 11, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 97,631 | 5,420 | 1.94% | 2.14% | 170 | -9,780 | -9.11% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 97,081 | 5,389 | 0.18% | 0.11% | 171 | +2,678 | 2.84% | Q1 2026 | Apr 23, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 96,245 | 5,326 | 2.15% | 2.15% | 172 | -987 | -1.02% | Q1 2026 | May 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 95,696 | 5,313 | 0.3% | 0.12% | 173 | +62,919 | 191.96% | Q1 2026 | Apr 29, 2026 |
| Ignite Planners, LLC | History | Added to | 95,597 | 5,307 | 0.82% | 0.87% | 174 | +295 | 0.31% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 95,269 | 5,289 | 0.11% | 0.12% | 175 | +975 | 1.03% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 94,288 | 5,234 | 0.08% | 0.07% | 176 | +11,128 | 13.38% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 94,043 | 5,221 | 0.08% | 0.08% | 177 | +23,141 | 32.64% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 91,592 | 5,085 | 0.08% | 0.08% | 178 | +5,799 | 6.76% | Q1 2026 | Apr 27, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 91,310 | 5,069 | 1.5% | 1.47% | 179 | +7,305 | 8.7% | Q1 2026 | May 04, 2026 |
| NWF Advisory Services Inc. | History | Added to | 90,560 | 5,027 | 0.57% | 0.57% | 180 | +1,071 | 1.2% | Q1 2026 | May 04, 2026 |
| Integrity Wealth Partners, LLC | History | New | 89,005 | 4,941 | 4.45% | — | 181 | +89,005 | New | Q1 2026 | Apr 27, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 88,407 | 4,908 | 4.56% | 5.15% | 182 | -8,649 | -8.91% | Q1 2026 | Apr 15, 2026 |
| Maia Wealth LLC | History | Added to | 88,000 | 4,885 | 0.83% | 0.81% | 183 | +4,948 | 5.96% | Q1 2026 | May 08, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 86,849 | 4,821 | 0.22% | 0.64% | 184 | -148,460 | -63.09% | Q1 2026 | Jun 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 86,708 | 4,813 | 0.05% | 0.07% | 185 | -17,072 | -16.45% | Q1 2026 | May 12, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 86,607 | 4,808 | 3.1% | 2.7% | 186 | +19,204 | 28.49% | Q1 2026 | Apr 21, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 85,854 | 4,767 | 4.09% | 4.02% | 187 | -555 | -0.64% | Q1 2026 | Apr 27, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 84,946 | 4,716 | 1.19% | — | 188 | +84,946 | New | Q1 2026 | May 04, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 84,907 | 4,714 | 0.6% | 0.57% | 189 | +4,359 | 5.41% | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 84,250 | 4,677 | 0.37% | 0.33% | 190 | +13,039 | 18.31% | Q1 2026 | May 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 82,965 | 4,606 | 0.6% | 0.54% | 191 | +14,020 | 20.34% | Q1 2026 | Apr 20, 2026 |
| Apella Capital, LLC | History | New | 78,395 | 4,598 | 0.07% | — | 192 | +78,395 | New | Q1 2026 | Apr 20, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 81,812 | 4,542 | 2.8% | 2.26% | 193 | +15,250 | 22.91% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 81,275 | 4,512 | 0.02% | 0.03% | 194 | -1,483 | -1.79% | Q1 2026 | May 05, 2026 |
| Semus Wealth Partners LLC | History | Added to | 80,456 | 4,466 | 2.5% | 2.46% | 195 | +1,989 | 2.53% | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 79,708 | 4,425 | 0.28% | 0.29% | 196 | +2,345 | 3.03% | Q1 2026 | Jun 09, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 79,673 | 4,423 | 0.65% | 0.76% | 197 | +8,630 | 12.15% | Q1 2026 | May 04, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 79,584 | 4,418 | 0.77% | 1.78% | 198 | -95,643 | -54.58% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 78,845 | 4,377 | 0.0% | 0.0% | 199 | +26,537 | 50.73% | Q1 2026 | May 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 78,774 | 4,373 | 0.47% | 0.47% | 200 | +3,353 | 4.45% | Q1 2026 | Apr 22, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 78,213 | 4,342 | 0.71% | 0.82% | 201 | -12,783 | -14.05% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 77,679 | 4,312 | 0.29% | 0.29% | 202 | +6,046 | 8.44% | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 77,243 | 4,288 | 0.02% | 0.02% | 203 | +2,367 | 3.16% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 76,314 | 4,237 | 0.12% | 0.1% | 204 | +15,427 | 25.34% | Q1 2026 | Apr 21, 2026 |
| Krilogy Financial LLC | History | Reduced | 72,231 | 4,227 | 0.14% | 0.18% | 205 | -14,828 | -17.03% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 75,422 | 4,187 | 0.31% | 0.3% | 206 | +2,071 | 2.82% | Q1 2026 | May 05, 2026 |
| Trajan Wealth LLC | History | Added to | 75,094 | 4,169 | 0.17% | 0.17% | 207 | +3,282 | 4.57% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 74,559 | 4,139 | 0.11% | 0.11% | 208 | +5,968 | 8.7% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 74,105 | 4,114 | 0.13% | 0.09% | 209 | -14,842 | -16.69% | Q1 2026 | Apr 29, 2026 |
| PFG Investments, LLC | History | Reduced | 72,892 | 4,046 | 0.19% | 0.2% | 210 | -1,600 | -2.15% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 72,109 | 4,003 | 0.11% | 0.11% | 211 | +1,836 | 2.61% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 72,078 | 4,001 | 0.29% | 0.34% | 212 | -13,129 | -15.41% | Q1 2026 | Apr 20, 2026 |
| Sunpointe, LLC | History | Added to | 72,079 | 4,001 | 1.31% | 1.37% | 213 | +1,853 | 2.64% | Q1 2026 | Apr 21, 2026 |
| Palacios Wealth Management, LLC | History | Added to | 67,374 | 3,993 | 2.5% | 2.74% | 214 | +5,808 | 9.43% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 69,836 | 3,877 | 0.14% | — | 215 | +69,836 | New | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 69,635 | 3,866 | 0.41% | 0.4% | 216 | +2,419 | 3.6% | Q1 2026 | Apr 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 69,033 | 3,832 | 0.8% | 0.89% | 217 | -105 | -0.15% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 68,173 | 3,784 | 0.05% | 0.05% | 218 | -46 | -0.07% | Q1 2026 | May 12, 2026 |
| Lighthouse Financial LLC | History | Reduced | 67,953 | 3,772 | 2.27% | 5.94% | 219 | -88,558 | -56.58% | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 67,880 | 3,769 | 0.31% | 0.33% | 220 | -515 | -0.75% | Q1 2026 | May 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 67,671 | 3,757 | 1.73% | 1.68% | 222 | +4,172 | 6.57% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 67,683 | 3,757 | 0.14% | 0.15% | 221 | -3,731 | -5.22% | Q1 2026 | Apr 28, 2026 |
| Saxony Capital Management, LLC | History | Added to | 67,191 | 3,730 | 2.16% | 2.29% | 223 | +2,784 | 4.32% | Q1 2026 | Apr 24, 2026 |
| Verity Asset Management, Inc. | History | Added to | 66,967 | 3,717 | 1.56% | 1.48% | 224 | +7,804 | 13.19% | Q1 2026 | Apr 21, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 66,438 | 3,689 | 2.31% | 2.59% | 225 | +1,589 | 2.45% | Q1 2026 | Apr 27, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 65,345 | 3,627 | 0.82% | 0.87% | 226 | -3,226 | -4.7% | Q1 2026 | May 15, 2026 |
| S&A Financial Services, Inc. | History | New | 64,641 | 3,588 | 2.46% | — | 227 | +64,641 | New | Q1 2026 | Jun 11, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 64,619 | 3,587 | 0.26% | 0.29% | 228 | -4,644 | -6.7% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 63,899 | 3,547 | 0.37% | 0.38% | 229 | +3,101 | 5.1% | Q1 2026 | May 04, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 63,821 | 3,543 | 0.72% | 0.78% | 230 | +1,071 | 1.71% | Q1 2026 | Apr 24, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 63,163 | 3,506 | 1.27% | 1.27% | 231 | -1,451 | -2.25% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 62,185 | 3,452 | 0.56% | 0.64% | 232 | -5,987 | -8.78% | Q1 2026 | Apr 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 62,111 | 3,448 | 0.11% | 0.11% | 233 | +5,233 | 9.2% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 61,653 | 3,422 | 0.06% | 0.04% | 234 | +26,313 | 74.46% | Q1 2026 | Apr 17, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 60,695 | 3,369 | 1.6% | 1.58% | 235 | +2,386 | 4.09% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 60,054 | 3,334 | 0.24% | 0.25% | 236 | +3,261 | 5.74% | Q1 2026 | May 05, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 60,009 | 3,331 | 2.06% | 1.97% | 237 | +5,685 | 10.46% | Q1 2026 | Apr 07, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 59,619 | 3,310 | 1.16% | 1.42% | 238 | -3,240 | -5.15% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 59,567 | 3,307 | 0.01% | 0.01% | 239 | -14,415 | -19.48% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 58,722 | 3,260 | 0.03% | 0.02% | 240 | +6,012 | 11.41% | Q1 2026 | May 11, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 58,572 | 3,251 | 3.4% | 3.13% | 241 | +5,901 | 11.2% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 58,249 | 3,233 | 0.14% | 0.14% | 242 | +6,588 | 12.75% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 57,698 | 3,203 | 0.1% | 0.1% | 243 | +8,241 | 16.66% | Q1 2026 | May 07, 2026 |
| WMS Group LLC | History | Reduced | 57,626 | 3,199 | 4.65% | 4.48% | 244 | -2,930 | -4.84% | Q1 2026 | Apr 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 56,837 | 3,155 | 0.1% | 0.08% | 245 | +15,497 | 37.49% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 55,788 | 3,097 | 0.06% | 0.06% | 246 | +11,396 | 25.67% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 55,422 | 3,077 | 0.19% | 0.16% | 247 | -3,209 | -5.47% | Q1 2026 | Apr 28, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 55,248 | 3,075 | 2.04% | 1.8% | 248 | +9,747 | 21.42% | Q1 2026 | Apr 08, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 55,155 | 3,062 | 0.48% | 0.56% | 249 | +2,845 | 5.44% | Q1 2026 | Apr 17, 2026 |
| WNY Asset Management, LLC | History | New | 54,846 | 3,045 | 0.31% | — | 250 | +54,846 | New | Q1 2026 | May 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 54,533 | 3,027 | 0.16% | 0.15% | 251 | -79 | -0.14% | Q1 2026 | May 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 51,457 | 3,018 | 0.8% | 1.12% | 252 | -17,292 | -25.15% | Q1 2026 | Apr 21, 2026 |
| JT Stratford LLC | History | Reduced | 53,887 | 2,991 | 0.38% | 0.41% | 253 | -757 | -1.39% | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 53,515 | 2,971 | 1.83% | 1.87% | 254 | +431 | 0.81% | Q1 2026 | Apr 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 52,870 | 2,935 | 0.06% | 0.05% | 255 | +7,490 | 16.51% | Q1 2026 | May 12, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 52,534 | 2,916 | 0.4% | 0.36% | 256 | +1,405 | 2.75% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Added to | 52,483 | 2,913 | 0.04% | 0.01% | 257 | +34,005 | 184.03% | Q1 2026 | May 01, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 51,525 | 2,861 | 1.56% | 1.5% | 258 | +1,982 | 4.0% | Q1 2026 | Apr 30, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 51,421 | 2,854 | 0.91% | 1.1% | 259 | -1,611 | -3.04% | Q1 2026 | May 04, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 53,095 | 2,854 | 2.44% | 2.64% | 260 | -205 | -0.38% | Q1 2026 | Apr 27, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 51,304 | 2,848 | 0.91% | 0.93% | 261 | -185 | -0.36% | Q1 2026 | Apr 15, 2026 |
| TBH Global Asset Management, LLC | History | New | 51,274 | 2,846 | 0.57% | — | 262 | +51,274 | New | Q1 2026 | Apr 22, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 50,856 | 2,823 | 2.45% | 2.35% | 263 | +4,045 | 8.64% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 50,427 | 2,799 | 0.11% | 0.06% | 264 | +27,466 | 119.62% | Q1 2026 | Jun 18, 2026 |
| M Holdings Securities, Inc. | History | Added to | 47,942 | 2,773 | 0.19% | 0.2% | 265 | +108 | 0.23% | Q1 2026 | May 12, 2026 |
| PMG Family Office LLC | History | Added to | 49,758 | 2,762 | 3.08% | 3.19% | 266 | +2,675 | 5.68% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 49,586 | 2,753 | 0.14% | 0.15% | 267 | -684 | -1.36% | Q1 2026 | Apr 15, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 49,523 | 2,749 | 0.57% | 0.5% | 268 | +6,985 | 16.42% | Q1 2026 | Apr 24, 2026 |
| Stillwater Wealth Management Group | History | Added to | 49,206 | 2,731 | 1.69% | 1.74% | 270 | +5,005 | 11.32% | Q1 2026 | May 11, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 49,190 | 2,731 | 1.38% | 1.33% | 269 | +3,723 | 8.19% | Q1 2026 | Apr 15, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 48,762 | 2,707 | 0.86% | 0.89% | 271 | -463 | -0.94% | Q1 2026 | Apr 17, 2026 |
| TrustBank | History | Added to | 48,141 | 2,672 | 1.04% | 0.82% | 272 | +14,362 | 42.52% | Q1 2026 | May 04, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 47,536 | 2,639 | 0.66% | 0.32% | 273 | +27,424 | 136.36% | Q1 2026 | Apr 29, 2026 |
| Oxinas Partners, LLC | History | Added to | 47,456 | 2,634 | 1.2% | 1.23% | 274 | +3,290 | 7.45% | Q1 2026 | Apr 10, 2026 |
| Visionary Wealth Advisors | History | Reduced | 47,433 | 2,633 | 0.12% | 0.2% | 275 | -28,478 | -37.51% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 44,323 | 2,576 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 46,259 | 2,568 | 0.03% | 0.03% | 277 | +6,749 | 17.08% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 46,208 | 2,565 | 0.03% | 0.03% | 278 | +4,431 | 10.61% | Q1 2026 | May 11, 2026 |
| Concorde Financial Corp | History | Added to | 46,020 | 2,554 | 2.01% | 2.06% | 279 | +709 | 1.56% | Q1 2026 | May 15, 2026 |
| Generation Capital Management LLC | History | Reduced | 45,816 | 2,543 | 1.86% | 1.74% | 280 | -349 | -0.76% | Q1 2026 | May 08, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 45,778 | 2,541 | 0.28% | 0.3% | 281 | -309 | -0.67% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 45,731 | 2,538 | 0.01% | 0.02% | 282 | -32,766 | -41.74% | Q1 2026 | Apr 29, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 45,295 | 2,514 | 1.3% | 1.72% | 283 | -673 | -1.46% | Q1 2026 | Apr 30, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 44,777 | 2,486 | 0.96% | 0.72% | 284 | +18,903 | 73.06% | Q1 2026 | Apr 22, 2026 |
| Financial Partners Group, Inc | History | Reduced | 44,766 | 2,485 | 0.3% | 0.36% | 285 | -7,644 | -14.59% | Q1 2026 | Apr 10, 2026 |
| Crescent Grove Advisors, LLC | History | New | 44,439 | 2,467 | 0.24% | — | 287 | +44,439 | New | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 42,452 | 2,467 | 0.72% | 0.72% | 286 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PDS Planning, Inc | History | Added to | 44,248 | 2,456 | 0.16% | 0.17% | 288 | +751 | 1.73% | Q1 2026 | Apr 21, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 44,108 | 2,448 | 0.15% | 0.15% | 289 | +5,114 | 13.11% | Q1 2026 | Apr 27, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 43,883 | 2,436 | 1.83% | 2.01% | 290 | -2,973 | -6.34% | Q1 2026 | Apr 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 43,674 | 2,424 | 0.7% | 0.71% | 291 | +3,105 | 7.65% | Q1 2026 | Apr 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 43,559 | 2,418 | 0.61% | 0.67% | 292 | -912 | -2.05% | Q1 2026 | Apr 09, 2026 |
| Herold Advisors, Inc. | History | Added to | 43,533 | 2,416 | 0.53% | 0.54% | 293 | +1,665 | 3.98% | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 43,364 | 2,407 | 0.31% | 0.32% | 294 | +156 | 0.36% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 43,100 | 2,392 | 0.03% | 0.03% | 295 | +9,386 | 27.84% | Q1 2026 | May 15, 2026 |
| American Trust | History | Reduced | 42,751 | 2,373 | 0.21% | 0.21% | 296 | -244 | -0.57% | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 40,412 | 2,363 | 0.14% | 0.15% | 297 | -98 | -0.24% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 42,452 | 2,356 | 0.09% | 0.09% | 298 | -1,026 | -2.36% | Q1 2026 | May 12, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 42,448 | 2,356 | 2.4% | 2.45% | 299 | +791 | 1.9% | Q1 2026 | Apr 10, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 42,396 | 2,353 | 0.5% | 0.41% | 300 | +6,695 | 18.75% | Q1 2026 | Apr 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 41,814 | 2,321 | 0.13% | 0.12% | 301 | +1,751 | 4.37% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 41,703 | 2,315 | 0.03% | 0.04% | 302 | -8,734 | -17.32% | Q1 2026 | Apr 23, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 40,709 | 2,260 | 0.74% | 0.72% | 303 | +2,884 | 7.62% | Q1 2026 | Apr 10, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 39,832 | 2,211 | 2.05% | 2.19% | 304 | -1,761 | -4.23% | Q1 2026 | May 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 39,740 | 2,206 | 0.16% | 0.16% | 305 | +863 | 2.22% | Q1 2026 | Apr 13, 2026 |
| Slagle Financial, LLC | History | Added to | 39,374 | 2,186 | 0.72% | 0.61% | 306 | +9,335 | 31.08% | Q1 2026 | May 01, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 39,170 | 2,174 | 1.15% | 1.07% | 307 | +3,932 | 11.16% | Q1 2026 | Apr 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 38,961 | 2,163 | 0.15% | 0.13% | 308 | +7,939 | 25.59% | Q1 2026 | May 12, 2026 |
| Security National Bank | History | Added to | 38,451 | 2,134 | 0.31% | 0.32% | 309 | +345 | 0.91% | Q1 2026 | Apr 16, 2026 |
| HERBST GROUP, LLC | History | Reduced | 38,343 | 2,128 | 1.31% | 2.19% | 310 | -25,615 | -40.05% | Q1 2026 | Apr 09, 2026 |
| Quantinno Capital Management LP | History | Reduced | 38,282 | 2,125 | 0.0% | 0.0% | 311 | -2,269 | -5.6% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Reduced | 37,959 | 2,107 | 0.58% | 0.61% | 312 | -1,805 | -4.54% | Q1 2026 | May 04, 2026 |
| Invst, LLC | History | Added to | 37,366 | 2,074 | 0.23% | 0.22% | 313 | +2,595 | 7.46% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 37,230 | 2,067 | 0.02% | 0.03% | 314 | +1,920 | 5.44% | Q1 2026 | May 06, 2026 |
| Integras Partners LLC | History | Added to | 37,150 | 2,062 | 1.35% | 1.74% | 315 | +81 | 0.22% | Q1 2026 | May 12, 2026 |
| Strategic Financial Concepts, LLC | History | New | 37,124 | 2,061 | 0.51% | — | 317 | +37,124 | New | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Added to | 37,136 | 2,061 | 0.42% | 0.21% | 316 | +20,098 | 117.96% | Q1 2026 | May 13, 2026 |
| Anchor Capital Management Group Inc | History | No change | 37,000 | 2,054 | 1.43% | 1.08% | 318 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 35,161 | 2,043 | 0.23% | 0.23% | 319 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 36,230 | 2,011 | 0.62% | 0.43% | 320 | +1,389 | 3.99% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 36,142 | 2,006 | 0.22% | 0.15% | 321 | +11,645 | 47.54% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 36,128 | 2,005 | 0.51% | 0.48% | 322 | +5,422 | 17.66% | Q1 2026 | Apr 29, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 35,958 | 1,996 | 0.32% | 0.43% | 323 | -2,024 | -5.33% | Q1 2026 | Apr 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 35,762 | 1,985 | 0.71% | 0.71% | 324 | +1,660 | 4.87% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 35,739 | 1,984 | 0.03% | 0.03% | 325 | +1,114 | 3.22% | Q1 2026 | Apr 17, 2026 |
| Colonial River Investments, LLC | History | Added to | 35,609 | 1,977 | 0.71% | 0.7% | 326 | +2,054 | 6.12% | Q1 2026 | Apr 27, 2026 |
| Significant Wealth Partners LLC | History | Added to | 35,425 | 1,966 | 2.42% | 0.67% | 327 | +25,052 | 241.51% | Q1 2026 | Apr 08, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 34,937 | 1,939 | 0.08% | 0.08% | 328 | +2,935 | 9.17% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Added to | 34,432 | 1,911 | 0.0% | 0.0% | 329 | +3,952 | 12.97% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 32,317 | 1,906 | 0.03% | 0.05% | 330 | +13,537 | 72.08% | Q1 2026 | May 01, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 34,320 | 1,905 | 0.69% | 1.01% | 331 | -315 | -0.91% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 31,328 | 1,869 | 0.05% | 0.08% | 332 | -2,059 | -6.17% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 33,528 | 1,861 | 0.14% | 0.13% | 333 | +5,458 | 19.44% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Reduced | 33,434 | 1,856 | 0.01% | 0.01% | 334 | -1,280 | -3.69% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Added to | 33,322 | 1,850 | 0.04% | 0.04% | 335 | +20 | 0.06% | Q1 2026 | May 11, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 33,053 | 1,835 | 0.3% | 0.3% | 336 | +2,028 | 6.54% | Q1 2026 | Apr 29, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 32,880 | 1,825 | 0.93% | 1.07% | 337 | -10,568 | -24.32% | Q1 2026 | May 15, 2026 |
| Decker Wealth Management LLC | History | Added to | 32,778 | 1,819 | 0.41% | 0.4% | 338 | +1,162 | 3.68% | Q1 2026 | May 06, 2026 |
| CPWA, LLC | History | New | 30,349 | 1,812 | 2.16% | — | 339 | +30,349 | New | Q1 2026 | May 13, 2026 |
| Headlands Technologies LLC | History | Reduced | 32,603 | 1,810 | 0.21% | 0.35% | 340 | -40,498 | -55.4% | Q1 2026 | May 13, 2026 |
| FWG Holdings, LLC | History | Reduced | 32,221 | 1,801 | 0.68% | 1.25% | 341 | -16,542 | -33.92% | Q1 2026 | Apr 13, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 32,119 | 1,783 | 0.4% | 0.42% | 342 | +1,190 | 3.85% | Q1 2026 | Apr 21, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 31,704 | 1,760 | 0.71% | 0.66% | 343 | +4,033 | 14.57% | Q1 2026 | Apr 23, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 31,606 | 1,754 | 0.41% | 0.62% | 344 | -2,353 | -6.93% | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 31,506 | 1,749 | 0.62% | 0.61% | 345 | -2,087 | -6.21% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 31,046 | 1,723 | 0.04% | 0.04% | 346 | -183 | -0.59% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 30,796 | 1,709 | 0.05% | 0.05% | 347 | -2,765 | -8.24% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 30,690 | 1,703 | 0.22% | — | 348 | +30,690 | New | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 30,661 | 1,702 | 0.01% | 0.01% | 349 | +4,726 | 18.22% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 29,108 | 1,691 | 0.03% | 0.03% | 350 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 30,185 | 1,675 | 0.06% | 0.05% | 352 | +4,941 | 19.57% | Q1 2026 | Apr 20, 2026 |
| Haverford Trust Co | History | No change | 30,172 | 1,675 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 29,674 | 1,647 | 0.82% | 0.69% | 353 | -7,017 | -19.12% | Q1 2026 | Apr 24, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 29,660 | 1,646 | 0.17% | 0.16% | 354 | +1,520 | 5.4% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 29,626 | 1,644 | 0.0% | 0.0% | 355 | -11,297 | -27.61% | Q1 2026 | May 15, 2026 |
| Advisory Advocates, LLC | History | No change | 29,478 | 1,636 | 1.67% | 1.7% | 356 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Putney Financial Group LLC | History | Added to | 29,326 | 1,628 | 1.64% | 0.89% | 357 | +12,846 | 77.95% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 29,241 | 1,623 | 0.01% | 0.01% | 358 | -5,219 | -15.15% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 29,055 | 1,613 | 0.13% | 0.14% | 359 | -1,088 | -3.61% | Q1 2026 | May 13, 2026 |
| Investment Advisory Services Group LLC | History | Reduced | 28,534 | 1,584 | 1.38% | 1.57% | 360 | -2,004 | -6.56% | Q1 2026 | Apr 28, 2026 |
| Moors & Cabot, Inc. | History | Added to | 28,397 | 1,576 | 0.07% | 0.07% | 361 | +1,425 | 5.28% | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | No change | 27,900 | 1,549 | 0.14% | 0.13% | 362 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Continuum Advisory, LLC | History | Added to | 27,409 | 1,521 | 0.15% | 0.16% | 363 | +293 | 1.08% | Q1 2026 | Apr 22, 2026 |
| Frontier Asset Management, LLC | History | Added to | 26,980 | 1,497 | 0.31% | 0.34% | 364 | +2,111 | 8.49% | Q1 2026 | May 06, 2026 |
| Melia Wealth LLC | History | Added to | 26,980 | 1,497 | 0.72% | 0.68% | 365 | +1,779 | 7.06% | Q1 2026 | May 08, 2026 |
| Marks Wealth, LLC | History | Reduced | 26,772 | 1,486 | 0.39% | 0.57% | 366 | -2,372 | -8.14% | Q1 2026 | May 01, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 26,723 | 1,483 | 0.33% | 1.34% | 368 | -72,748 | -73.13% | Q1 2026 | May 05, 2026 |
| Delta Investment Management, LLC | History | Added to | 26,713 | 1,483 | 0.27% | 0.26% | 367 | +490 | 1.87% | Q1 2026 | May 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 26,520 | 1,472 | 0.06% | 0.03% | 369 | +14,739 | 125.11% | Q1 2026 | May 04, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 26,392 | 1,465 | 0.42% | 0.4% | 370 | +1,410 | 5.64% | Q1 2026 | Apr 23, 2026 |
| Meridian Financial Partners LLC | History | Added to | 26,151 | 1,462 | 0.56% | 0.28% | 371 | +14,073 | 116.52% | Q1 2026 | Apr 15, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 25,931 | 1,439 | 0.83% | 0.65% | 372 | +6,553 | 33.82% | Q1 2026 | May 01, 2026 |
| Tempus Wealth Planning, LLC | History | New | 25,600 | 1,421 | 0.33% | — | 373 | +25,600 | New | Q1 2026 | Apr 28, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 25,549 | 1,418 | 0.2% | 0.13% | 374 | +8,800 | 52.54% | Q1 2026 | Apr 22, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 25,526 | 1,417 | 0.96% | 0.62% | 376 | +9,315 | 57.46% | Q1 2026 | May 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 25,530 | 1,417 | 0.17% | 0.14% | 375 | +5,379 | 26.69% | Q1 2026 | May 05, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 25,484 | 1,414 | 0.45% | 0.44% | 377 | +1,596 | 6.68% | Q1 2026 | Apr 23, 2026 |
| CPC Advisors, LLC | History | Reduced | 25,283 | 1,403 | 0.23% | 0.17% | 378 | -2,912 | -10.33% | Q1 2026 | Apr 16, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 24,850 | 1,379 | 1.12% | 1.15% | 379 | -35 | -0.14% | Q1 2026 | May 13, 2026 |
| MBA Advisors LLC | History | Added to | 24,681 | 1,370 | 0.53% | 0.57% | 380 | +391 | 1.61% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Reduced | 24,570 | 1,364 | 0.01% | 0.01% | 381 | -184 | -0.74% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 24,278 | 1,347 | 0.0% | — | 382 | +24,278 | New | Q1 2026 | May 14, 2026 |
| SNS Financial Group, LLC | History | No change | 24,203 | 1,343 | 0.12% | 0.12% | 383 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Boreal Capital Management LLC | History | Reduced | 24,032 | 1,334 | 1.09% | 1.59% | 385 | -12,148 | -33.58% | Q1 2026 | May 14, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 24,034 | 1,334 | 0.63% | 0.57% | 384 | +1,465 | 6.49% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 23,932 | 1,328 | 0.28% | 0.16% | 386 | +10,464 | 77.7% | Q1 2026 | May 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 23,739 | 1,317 | 0.63% | 0.61% | 387 | +2,202 | 10.22% | Q1 2026 | May 12, 2026 |
| Steele Capital Management, Inc. | History | Added to | 23,663 | 1,313 | 0.05% | 0.06% | 388 | +900 | 3.95% | Q1 2026 | Apr 29, 2026 |
| CVA Family Office, LLC | History | Added to | 23,646 | 1,312 | 0.14% | 0.12% | 389 | +5,741 | 32.06% | Q1 2026 | Apr 29, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 23,475 | 1,303 | 0.07% | 0.08% | 390 | -7,564 | -24.37% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 23,222 | 1,289 | 0.0% | 0.0% | 391 | +15,573 | 203.6% | Q1 2026 | May 15, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 23,181 | 1,287 | 0.73% | 0.78% | 392 | -994 | -4.11% | Q1 2026 | Apr 24, 2026 |
| Thompson David Blair | History | Added to | 23,129 | 1,284 | 0.74% | 0.44% | 393 | +9,726 | 72.57% | Q1 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 23,037 | 1,279 | 0.01% | 0.01% | 394 | +1,915 | 9.07% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 23,033 | 1,278 | 0.3% | 0.29% | 395 | +1,046 | 4.76% | Q1 2026 | May 13, 2026 |
| Focused Wealth Management, Inc | History | Added to | 22,915 | 1,272 | 0.13% | 0.14% | 396 | +148 | 0.65% | Q1 2026 | Apr 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 22,731 | 1,262 | 0.08% | 0.07% | 397 | +1,927 | 9.26% | Q1 2026 | May 13, 2026 |
| Teucrium Investment Advisors, LLC | History | Reduced | 22,770 | 1,252 | 0.97% | 1.62% | 398 | -2,654 | -10.44% | Q1 2026 | May 15, 2026 |
| Newport Capital Group, LLC | History | Reduced | 22,501 | 1,249 | 0.76% | 0.82% | 399 | -715 | -3.08% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 22,388 | 1,242 | 0.0% | 0.0% | 400 | +7,388 | 49.25% | Q1 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 22,330 | 1,239 | 0.0% | 0.0% | 401 | -8,892 | -28.48% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 22,290 | 1,237 | 0.0% | 0.0% | 402 | +1,174 | 5.56% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 22,087 | 1,226 | 0.16% | 0.16% | 403 | +615 | 2.86% | Q1 2026 | May 01, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 21,959 | 1,219 | 0.13% | 0.15% | 404 | -3,399 | -13.4% | Q1 2026 | Apr 09, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 21,799 | 1,210 | 0.1% | 0.02% | 405 | +17,455 | 401.82% | Q1 2026 | Apr 09, 2026 |
| Bull Harbor Capital LLC | History | New | 21,717 | 1,205 | 0.32% | — | 406 | +21,717 | New | Q1 2026 | May 18, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 21,550 | 1,196 | 0.02% | 0.02% | 407 | +141 | 0.66% | Q1 2026 | Apr 10, 2026 |
| Procyon Advisors, LLC | History | Added to | 21,385 | 1,187 | 0.06% | 0.06% | 408 | +498 | 2.38% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,261 | 1,180 | 0.0% | 0.0% | 409 | +2,015 | 10.47% | Q1 2026 | May 13, 2026 |
| Nautilus Advisors LLC | History | Added to | 21,208 | 1,177 | 0.81% | 0.6% | 410 | +5,330 | 33.57% | Q1 2026 | Apr 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 21,170 | 1,175 | 0.09% | 0.08% | 411 | +4,051 | 23.66% | Q1 2026 | May 28, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 21,095 | 1,171 | 2.01% | 1.57% | 412 | -9,572 | -31.21% | Q1 2026 | Apr 22, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 20,956 | 1,163 | 0.21% | 0.23% | 413 | -653 | -3.02% | Q1 2026 | May 04, 2026 |
| Intrua Financial, LLC | History | Reduced | 20,958 | 1,163 | 0.12% | 0.13% | 414 | -22 | -0.1% | Q1 2026 | Apr 23, 2026 |
| Helium Advisors LLC | History | Added to | 20,863 | 1,158 | 1.1% | 0.94% | 415 | +4,953 | 31.13% | Q1 2026 | May 05, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 20,565 | 1,141 | 0.68% | 0.67% | 416 | +489 | 2.44% | Q1 2026 | Apr 30, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 20,527 | 1,139 | 0.18% | 0.17% | 417 | +1,745 | 9.29% | Q1 2026 | May 01, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 20,434 | 1,134 | 1.35% | 1.31% | 418 | -5,624 | -21.58% | Q1 2026 | Apr 28, 2026 |
| Finivi Inc. | History | Reduced | 20,377 | 1,131 | 0.62% | 0.71% | 419 | -780 | -3.69% | Q1 2026 | Apr 10, 2026 |
| National Philanthropic Trust | History | Added to | 20,350 | 1,129 | 0.01% | 0.01% | 420 | +1,100 | 5.71% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 20,195 | 1,121 | 0.0% | 0.0% | 421 | +4,035 | 24.97% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 20,074 | 1,114 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 19,874 | 1,103 | 0.31% | 0.35% | 423 | -463 | -2.28% | Q1 2026 | Apr 16, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 19,832 | 1,101 | 0.3% | 0.25% | 424 | +3,105 | 18.56% | Q1 2026 | Apr 21, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 19,687 | 1,093 | 1.72% | 1.34% | 425 | +6,820 | 53.0% | Q1 2026 | Apr 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 19,696 | 1,093 | 0.01% | 0.01% | 426 | +2,861 | 16.99% | Q1 2026 | May 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 19,516 | 1,083 | 0.04% | 0.04% | 427 | +170 | 0.88% | Q1 2026 | Apr 28, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 19,486 | 1,081 | 0.67% | 0.67% | 428 | +75 | 0.39% | Q1 2026 | May 11, 2026 |
| Palogic Value Management, L.P. | History | Added to | 19,400 | 1,077 | 0.45% | 0.35% | 429 | +5,000 | 34.72% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 19,379 | 1,075 | 0.05% | 0.06% | 430 | -3,642 | -15.82% | Q1 2026 | May 05, 2026 |
| NCM Capital Management, LLC | History | Added to | 19,263 | 1,069 | 0.38% | 0.41% | 431 | +302 | 1.59% | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | Added to | 19,185 | 1,065 | 0.3% | 0.3% | 432 | +1,164 | 6.46% | Q1 2026 | Apr 17, 2026 |
| Ruggiero Investments, Inc. | History | Added to | 18,837 | 1,045 | 1.01% | 0.97% | 433 | +396 | 2.15% | Q1 2026 | May 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 17,837 | 1,041 | 0.06% | 0.05% | 435 | +3,939 | 28.34% | Q1 2026 | Apr 20, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 18,767 | 1,041 | 0.45% | 0.31% | 434 | -400 | -2.09% | Q1 2026 | Apr 15, 2026 |
| PlanVest Financial, Inc | History | New | 18,746 | 1,040 | 0.79% | — | 436 | +18,746 | New | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 18,640 | 1,034 | 0.01% | — | 437 | +18,640 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 18,640 | 1,034 | 0.02% | — | 438 | +18,640 | New | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 18,496 | 1,026 | 0.06% | 0.05% | 439 | +1,915 | 11.55% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Reduced | 18,308 | 1,016 | 0.01% | 0.01% | 440 | -1,450 | -7.34% | Q1 2026 | Apr 15, 2026 |
| Round Rock Advisors LLC | History | Reduced | 18,185 | 1,009 | 0.15% | 0.17% | 441 | -1,180 | -6.09% | Q1 2026 | May 15, 2026 |
| Lewis Asset Management, LLC | History | Added to | 18,081 | 1,003 | 0.41% | 0.39% | 443 | +1,720 | 10.51% | Q1 2026 | Apr 21, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 18,079 | 1,003 | 0.35% | 0.36% | 442 | +1,246 | 7.4% | Q1 2026 | Apr 08, 2026 |
| DB&C Advisors, LLC | History | Added to | 18,045 | 1,001 | 1.3% | 1.21% | 444 | +1,417 | 8.52% | Q1 2026 | Apr 24, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 18,014 | 1,000 | 0.42% | 0.33% | 445 | +4,403 | 32.35% | Q1 2026 | May 13, 2026 |
| Cooper Financial Group | History | Reduced | 17,964 | 997 | 0.1% | 0.12% | 446 | -1,113 | -5.83% | Q1 2026 | Apr 07, 2026 |
| NOVEM GROUP | History | Added to | 17,837 | 990 | 0.11% | 0.12% | 447 | +94 | 0.53% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 17,741 | 984 | 0.0% | 0.0% | 448 | -1,177 | -6.22% | Q1 2026 | May 15, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 16,699 | 976 | 0.63% | 0.65% | 449 | -66 | -0.39% | Q1 2026 | Apr 16, 2026 |
| Legacy Private Trust Co. | History | Added to | 17,570 | 975 | 0.06% | 0.03% | 450 | +9,615 | 120.87% | Q1 2026 | Apr 07, 2026 |
| Redwood Financial Network Corp | History | Reduced | 17,525 | 972 | 0.64% | 0.65% | 451 | -72 | -0.41% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 16,165 | 963 | 0.02% | 0.04% | 452 | -12,284 | -43.18% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 17,292 | 960 | 0.66% | 0.6% | 453 | +1,553 | 9.87% | Q1 2026 | Apr 07, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 17,118 | 950 | 0.2% | 0.24% | 454 | -1,575 | -8.43% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | No change | 17,100 | 949 | 0.2% | 0.23% | 455 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Emissary Wealth LLC | History | Reduced | 17,061 | 947 | 0.89% | 0.84% | 456 | -175 | -1.02% | Q1 2026 | May 08, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 17,055 | 946 | 0.04% | 0.14% | 458 | -48,391 | -73.94% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 17,594 | 946 | 0.03% | 0.03% | 457 | +290 | 1.68% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 17,001 | 943 | 0.06% | 0.04% | 459 | +8,680 | 104.31% | Q1 2026 | Apr 17, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 16,950 | 941 | 0.32% | 0.36% | 460 | +217 | 1.3% | Q1 2026 | Apr 20, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 16,900 | 938 | 0.06% | 0.07% | 461 | -2,099 | -11.05% | Q1 2026 | May 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 16,789 | 932 | 0.22% | 0.3% | 462 | -2,404 | -12.53% | Q1 2026 | May 07, 2026 |
| Latitude Advisors, LLC | History | Added to | 16,741 | 929 | 0.43% | 0.39% | 463 | +1,670 | 11.08% | Q1 2026 | Apr 27, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 16,711 | 927 | 0.04% | 0.04% | 464 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 16,519 | 917 | 0.18% | 0.19% | 465 | -63 | -0.38% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | New | 15,514 | 916 | 0.02% | — | 466 | +15,514 | New | Q1 2026 | May 15, 2026 |
| Strong Retirement Solutions LLC | History | Added to | 16,440 | 912 | 0.64% | 0.31% | 467 | +8,463 | 106.09% | Q1 2026 | Apr 20, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 16,373 | 909 | 0.44% | 0.44% | 468 | +80 | 0.49% | Q1 2026 | Apr 15, 2026 |
| Retirement Planning Group, LLC | History | New | 16,351 | 907 | 0.03% | — | 469 | +16,351 | New | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 16,205 | 899 | 0.19% | 0.22% | 470 | -1,474 | -8.34% | Q1 2026 | May 05, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 16,044 | 890 | 0.73% | 0.73% | 471 | +581 | 3.76% | Q1 2026 | Apr 28, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 15,995 | 888 | 0.07% | 0.08% | 472 | +81 | 0.51% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 15,968 | 886 | 0.08% | 0.09% | 473 | -1,190 | -6.94% | Q1 2026 | Apr 30, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 15,863 | 880 | 0.09% | 0.08% | 474 | +1,689 | 11.92% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,845 | 879 | 0.02% | 0.03% | 475 | +2,119 | 15.44% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,747 | 874 | 0.1% | — | 476 | +15,747 | New | Q1 2026 | May 15, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 15,581 | 865 | 0.12% | 0.13% | 477 | -6 | -0.04% | Q1 2026 | Apr 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 15,569 | 864 | 0.26% | 0.11% | 478 | +9,589 | 160.35% | Q1 2026 | Apr 06, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 15,573 | 864 | 0.03% | 0.04% | 479 | -1,045 | -6.29% | Q1 2026 | Apr 29, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 15,458 | 858 | 0.03% | 0.02% | 480 | +3,256 | 26.68% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 15,428 | 856 | 0.4% | 0.36% | 481 | +1,113 | 7.78% | Q1 2026 | May 04, 2026 |
| Bell Bank | History | Reduced | 15,335 | 851 | 0.04% | 0.04% | 482 | -225 | -1.45% | Q1 2026 | Apr 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 15,321 | 850 | 0.29% | 0.17% | 483 | +6,684 | 77.39% | Q1 2026 | Apr 09, 2026 |
| Inspire Advisors, LLC | History | Added to | 15,256 | 846 | 0.07% | 0.02% | 484 | +10,735 | 237.45% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 15,205 | 844 | 0.02% | 0.02% | 485 | -2,315 | -13.21% | Q1 2026 | Apr 16, 2026 |
| Corps Capital Advisors, LLC | History | Added to | 15,062 | 836 | 0.73% | 0.91% | 486 | +4 | 0.03% | Q1 2026 | May 14, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 15,048 | 835 | 0.72% | 1.04% | 487 | -3,966 | -20.86% | Q1 2026 | Apr 07, 2026 |
| StoneX Group Inc. | History | Reduced | 15,038 | 834 | 0.04% | 0.09% | 488 | -20,496 | -57.68% | Q1 2026 | May 14, 2026 |
| Base Wealth Management LLC | History | New | 14,928 | 828 | 0.46% | — | 490 | +14,928 | New | Q1 2026 | Apr 29, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 14,915 | 828 | 0.71% | 0.67% | 489 | +900 | 6.42% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 14,885 | 826 | 0.05% | 0.05% | 491 | +240 | 1.64% | Q1 2026 | May 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 14,778 | 820 | 0.15% | 0.18% | 492 | -2,292 | -13.43% | Q1 2026 | Apr 22, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 14,733 | 817 | 0.26% | 0.23% | 493 | +1,812 | 14.02% | Q1 2026 | Apr 21, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 14,681 | 815 | 0.09% | 0.09% | 494 | -1,090 | -6.91% | Q1 2026 | Apr 21, 2026 |
| Fermata Advisors, LLC | History | Added to | 14,679 | 814 | 0.18% | 0.2% | 495 | +688 | 4.92% | Q1 2026 | Apr 08, 2026 |
| Pathstone Holdings, LLC | History | New | 14,656 | 813 | 0.0% | — | 496 | +14,656 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 14,519 | 806 | 0.01% | 0.02% | 497 | -6,052 | -29.42% | Q1 2026 | Jun 02, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 14,455 | 802 | 0.01% | 0.01% | 498 | -1,378 | -8.7% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | New | 14,393 | 799 | 0.01% | — | 500 | +14,393 | New | Q1 2026 | May 14, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 14,405 | 799 | 0.45% | 0.47% | 499 | -110 | -0.76% | Q1 2026 | Apr 28, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 14,368 | 797 | 0.29% | 0.36% | 502 | -2,412 | -14.37% | Q1 2026 | Apr 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 14,370 | 797 | 0.01% | 0.01% | 501 | -1,167 | -7.51% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 14,312 | 794 | 0.19% | 0.18% | 503 | +1,250 | 9.57% | Q1 2026 | Apr 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 14,250 | 791 | 0.0% | 0.01% | 504 | -15,404 | -51.95% | Q1 2026 | May 13, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 14,215 | 789 | 0.29% | 0.2% | 505 | +4,545 | 47.0% | Q1 2026 | May 04, 2026 |
| Tepp RIA, LLC | History | Added to | 14,187 | 787 | 0.62% | 0.67% | 506 | +2,518 | 21.58% | Q1 2026 | Apr 22, 2026 |
| Owen LaRue, LLC | History | Reduced | 14,095 | 782 | 0.3% | 0.4% | 507 | -3,967 | -21.96% | Q1 2026 | Apr 30, 2026 |
| Greater Midwest Financial Group, LLC | History | Reduced | 14,072 | 781 | 0.42% | 3.09% | 509 | -81,027 | -85.2% | Q1 2026 | Apr 24, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 14,075 | 781 | 0.42% | 0.44% | 508 | +270 | 1.96% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 14,062 | 780 | 0.01% | 0.03% | 510 | -6,003 | -29.92% | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | Reduced | 14,050 | 780 | 0.31% | 0.34% | 511 | -738 | -4.99% | Q1 2026 | Apr 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 14,035 | 779 | 0.01% | 0.01% | 512 | +696 | 5.22% | Q1 2026 | Apr 10, 2026 |
| WESBANCO BANK INC | History | Reduced | 14,014 | 778 | 0.02% | 0.03% | 513 | -2,654 | -15.92% | Q1 2026 | Apr 21, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 13,309 | 774 | 0.55% | 0.51% | 514 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 13,850 | 768 | 0.29% | 0.24% | 515 | +2,457 | 21.57% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 13,797 | 765 | 0.0% | 0.01% | 516 | -1,862 | -11.89% | Q1 2026 | May 04, 2026 |
| Strategic Advisors LLC | History | Added to | 13,737 | 762 | 0.13% | 0.11% | 517 | +1,786 | 14.94% | Q1 2026 | May 14, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 13,670 | 758 | 0.22% | 0.16% | 518 | +3,522 | 34.71% | Q1 2026 | Apr 28, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 13,627 | 756 | 0.4% | 0.41% | 519 | +1,877 | 15.97% | Q1 2026 | Apr 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 13,592 | 754 | 0.3% | 0.34% | 520 | +65 | 0.48% | Q1 2026 | May 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 13,572 | 753 | 0.24% | 0.17% | 521 | +4,198 | 44.78% | Q1 2026 | May 13, 2026 |
| JSF Financial, LLC | History | Reduced | 13,550 | 752 | 0.15% | 0.31% | 522 | -12,161 | -47.3% | Q1 2026 | May 07, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 13,524 | 750 | 0.05% | 0.07% | 523 | -3,768 | -21.79% | Q1 2026 | Apr 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 13,271 | 736 | 0.05% | 0.05% | 524 | +1,204 | 9.98% | Q1 2026 | May 21, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 13,152 | 730 | 0.04% | 0.03% | 525 | +2,928 | 28.64% | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Added to | 13,161 | 730 | 0.41% | 0.42% | 526 | +319 | 2.48% | Q1 2026 | Apr 28, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 13,144 | 729 | 0.02% | 0.02% | 527 | -1,170 | -8.17% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 13,135 | 729 | 0.06% | 0.06% | 528 | -382 | -2.83% | Q1 2026 | Apr 23, 2026 |
| Plan Group Financial, LLC | History | Added to | 13,032 | 723 | 0.17% | 0.13% | 529 | +4,254 | 48.46% | Q1 2026 | Apr 13, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 12,902 | 716 | 0.2% | 0.2% | 530 | +992 | 8.33% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | New | 12,683 | 704 | 0.03% | — | 531 | +12,683 | New | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | New | 11,928 | 699 | 0.08% | — | 532 | +11,928 | New | Q1 2026 | May 12, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 12,580 | 698 | 0.11% | 0.1% | 533 | +2,033 | 19.28% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 12,542 | 696 | 0.35% | 0.42% | 534 | -1,404 | -10.07% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 12,521 | 695 | 0.01% | 0.01% | 535 | -414 | -3.2% | Q1 2026 | May 05, 2026 |
| Tempo Wealth, LLC | History | Reduced | 12,493 | 693 | 0.12% | 0.15% | 536 | -1,548 | -11.02% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 12,464 | 692 | 0.0% | 0.01% | 537 | -2,539 | -16.92% | Q1 2026 | May 15, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 12,471 | 692 | 0.72% | 0.78% | 539 | -881 | -6.6% | Q1 2026 | Apr 21, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 12,478 | 692 | 0.08% | 0.08% | 538 | +85 | 0.69% | Q1 2026 | Apr 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 12,462 | 691 | 0.14% | 0.16% | 540 | +260 | 2.13% | Q1 2026 | Apr 15, 2026 |
| RBA Wealth Management, LLC | History | Added to | 12,395 | 688 | 0.25% | 0.17% | 541 | +3,797 | 44.16% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | Added to | 12,037 | 668 | 0.06% | 0.05% | 542 | +2,731 | 29.35% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,004 | 666 | 0.02% | 0.01% | 543 | +3,245 | 37.05% | Q1 2026 | May 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 11,936 | 662 | 0.38% | 0.41% | 544 | -516 | -4.14% | Q1 2026 | Apr 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 11,812 | 655 | 0.01% | 0.01% | 545 | +6,527 | 123.5% | Q1 2026 | May 07, 2026 |
| MSH Capital Advisors LLC | History | Added to | 11,780 | 654 | 0.14% | 0.12% | 546 | +1,725 | 17.16% | Q1 2026 | May 08, 2026 |
| Kelly Financial Services LLC | History | Added to | 11,724 | 650 | 0.16% | 0.17% | 547 | +325 | 2.85% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,705 | 649 | 0.04% | 0.03% | 549 | +2,680 | 29.7% | Q1 2026 | Apr 29, 2026 |
| NBC SECURITIES, INC. | History | Added to | 11,696 | 649 | 0.05% | 0.05% | 548 | +1,137 | 10.77% | Q1 2026 | Apr 14, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 11,630 | 645 | 0.45% | 0.57% | 550 | -1,749 | -13.07% | Q1 2026 | May 01, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 11,541 | 640 | 0.38% | 0.32% | 551 | +3,392 | 41.62% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,498 | 638 | 0.19% | 0.14% | 552 | +3,458 | 43.01% | Q1 2026 | Apr 20, 2026 |
| Elevation Wealth Management LLC | History | Added to | 11,479 | 637 | 0.58% | 0.6% | 553 | +895 | 8.46% | Q1 2026 | May 11, 2026 |
| Wealth Watch Advisors, INC | History | New | 11,464 | 636 | 0.27% | — | 554 | +11,464 | New | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 11,425 | 634 | 0.12% | — | 555 | +11,425 | New | Q1 2026 | May 15, 2026 |
| ELCO Management Co., LLC | History | No change | 11,375 | 631 | 0.3% | 0.42% | 556 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PATRON PARTNERS, LLC | History | No change | 11,359 | 630 | 0.28% | 0.29% | 557 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 11,306 | 627 | 0.03% | — | 559 | +11,306 | New | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 11,302 | 627 | 0.21% | 0.27% | 558 | -1,488 | -11.63% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,274 | 625 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RDA Financial Network | History | Reduced | 11,241 | 624 | 0.16% | 0.16% | 561 | -184 | -1.61% | Q1 2026 | Apr 08, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 11,180 | 620 | 0.38% | 0.51% | 562 | -1,709 | -13.26% | Q1 2026 | May 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 11,153 | 619 | 0.04% | 0.04% | 563 | +96 | 0.87% | Q1 2026 | Apr 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 10,960 | 608 | 0.0% | 0.0% | 564 | -3,160 | -22.38% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,896 | 604 | 0.02% | 0.03% | 565 | -1,820 | -14.31% | Q1 2026 | May 06, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 10,871 | 603 | 0.26% | 0.41% | 566 | -5,447 | -33.38% | Q1 2026 | Apr 15, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 10,851 | 602 | 0.52% | 0.61% | 567 | -1,212 | -10.05% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 10,827 | 601 | 0.32% | 0.32% | 568 | +718 | 7.1% | Q1 2026 | May 13, 2026 |
| PCM Encore, LLC | History | Added to | 10,785 | 598 | 0.12% | 0.13% | 569 | +270 | 2.57% | Q1 2026 | May 12, 2026 |
| Pacific Center for Financial Services | History | Added to | 10,718 | 595 | 0.15% | 0.15% | 570 | +252 | 2.41% | Q1 2026 | May 12, 2026 |
| Marmo Financial Group, LLC | History | Added to | 10,706 | 594 | 0.29% | 0.29% | 571 | +98 | 0.92% | Q1 2026 | Apr 23, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 10,674 | 593 | 0.13% | 0.13% | 572 | +650 | 6.48% | Q1 2026 | Apr 08, 2026 |
| BTS Asset Management, Inc. | History | Added to | 10,677 | 592 | 2.28% | 0.78% | 573 | +773 | 7.8% | Q1 2026 | May 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 10,603 | 588 | 0.27% | 0.1% | 576 | +6,929 | 188.6% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 10,602 | 588 | 0.0% | 0.0% | 574 | +5,088 | 92.27% | Q1 2026 | May 01, 2026 |
| Rockingstone Advisors LLC | History | Added to | 10,600 | 588 | 0.27% | 0.28% | 575 | +170 | 1.63% | Q1 2026 | Apr 09, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 10,583 | 587 | 0.06% | 0.06% | 577 | -182 | -1.69% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 10,561 | 586 | 0.07% | 0.07% | 578 | +24 | 0.23% | Q1 2026 | Apr 16, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 10,505 | 583 | 0.13% | 0.05% | 579 | +6,305 | 150.12% | Q1 2026 | Apr 03, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 10,453 | 580 | 0.14% | 0.15% | 580 | +398 | 3.96% | Q1 2026 | Apr 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 10,421 | 578 | 0.01% | 0.01% | 581 | +197 | 1.93% | Q1 2026 | May 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 10,394 | 577 | 0.43% | 0.38% | 582 | +1,213 | 13.21% | Q1 2026 | Apr 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 10,375 | 576 | 0.07% | 0.07% | 583 | +74 | 0.72% | Q1 2026 | Apr 23, 2026 |
| Southland Equity Partners LLC | History | Reduced | 10,234 | 568 | 0.11% | 0.13% | 584 | -1,534 | -13.04% | Q1 2026 | Apr 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 10,199 | 566 | 0.09% | — | 585 | +10,199 | New | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 10,189 | 565 | 0.04% | 0.04% | 586 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | New | 10,109 | 561 | 0.14% | — | 587 | +10,109 | New | Q1 2026 | Apr 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,097 | 560 | 0.0% | 0.0% | 588 | +5,364 | 113.33% | Q1 2026 | May 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 9,774 | 558 | 0.15% | 0.12% | 589 | +2,143 | 28.08% | Q1 2026 | Apr 30, 2026 |
| Capital Asset Advisory Services LLC | History | New | 9,490 | 556 | 0.02% | — | 590 | +9,490 | New | Q1 2026 | Apr 24, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 9,085 | 555 | 0.06% | 0.85% | 591 | -85,735 | -90.42% | Q1 2026 | Jun 01, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 9,994 | 554 | 0.01% | 0.01% | 592 | +4,841 | 93.95% | Q1 2026 | Apr 07, 2026 |
| Darden Wealth Group Inc | History | Added to | 9,962 | 553 | 0.28% | 0.23% | 593 | +1,850 | 22.81% | Q1 2026 | May 08, 2026 |
| Narus Financial Partners, LLC | History | Added to | 9,871 | 548 | 0.14% | 0.15% | 594 | +321 | 3.36% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 9,825 | 545 | 0.03% | 0.03% | 596 | +367 | 3.88% | Q1 2026 | May 13, 2026 |
| Shepherd Financial Partners LLC | History | No change | 9,817 | 545 | 0.05% | 0.05% | 595 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 9,793 | 543 | 0.48% | 0.94% | 597 | -8,347 | -46.01% | Q1 2026 | May 04, 2026 |
| Allen Capital Group, LLC | History | Added to | 9,765 | 542 | 0.05% | 0.05% | 598 | +624 | 6.83% | Q1 2026 | May 27, 2026 |
| CRA Financial Services, LLC | History | Added to | 9,752 | 541 | 0.07% | 0.07% | 599 | +44 | 0.45% | Q1 2026 | Apr 09, 2026 |
| Matisse Capital | History | Added to | 9,724 | 539 | 0.23% | 0.22% | 600 | +1,065 | 12.3% | Q1 2026 | May 08, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 9,660 | 536 | 0.13% | 0.18% | 601 | -2,498 | -20.55% | Q1 2026 | May 11, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 9,623 | 534 | 0.32% | 0.35% | 602 | -215 | -2.19% | Q1 2026 | Apr 21, 2026 |
| Oder Investment Management, LLC | History | New | 9,581 | 531 | 0.41% | — | 603 | +9,581 | New | Q1 2026 | May 05, 2026 |
| Balboa Wealth Partners | History | Added to | 9,528 | 528 | 0.09% | 0.08% | 604 | +708 | 8.03% | Q1 2026 | Apr 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 9,420 | 523 | 0.03% | 0.03% | 605 | -478 | -4.83% | Q1 2026 | Apr 09, 2026 |
| Synergy Investment Management, LLC | History | Added to | 9,397 | 521 | 0.17% | 0.18% | 606 | +476 | 5.34% | Q1 2026 | May 14, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 9,316 | 517 | 0.03% | 0.03% | 607 | -1,100 | -10.56% | Q1 2026 | May 12, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 9,328 | 517 | 0.19% | 0.19% | 608 | +248 | 2.73% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 9,267 | 514 | 0.05% | 0.05% | 609 | +557 | 6.39% | Q1 2026 | May 06, 2026 |
| Soundwatch Capital LLC | History | New | 9,244 | 513 | 0.06% | — | 610 | +9,244 | New | Q1 2026 | May 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 9,191 | 510 | 0.07% | 0.07% | 611 | +1,041 | 12.77% | Q1 2026 | Apr 24, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | New | 9,167 | 508 | 0.57% | — | 612 | +9,167 | New | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 9,142 | 507 | 0.01% | 0.0% | 613 | +3,482 | 61.52% | Q1 2026 | May 05, 2026 |
| INDEPENDENT INVESTORS INC | History | No change | 9,120 | 506 | 0.1% | 0.1% | 614 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 9,111 | 505 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 9,084 | 504 | 0.0% | 0.0% | 616 | -1,078 | -10.61% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 9,089 | 504 | 0.0% | 0.0% | 617 | -66 | -0.72% | Q1 2026 | Apr 30, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 9,042 | 502 | 0.25% | 0.15% | 618 | +3,845 | 73.98% | Q1 2026 | Apr 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 8,935 | 496 | 0.05% | 0.06% | 619 | -186 | -2.04% | Q1 2026 | May 12, 2026 |
| Clearwave Capital, LLC | History | No change | 8,948 | 496 | 0.34% | 0.38% | 620 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 8,908 | 494 | 0.01% | 0.0% | 621 | +2,812 | 46.13% | Q1 2026 | May 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 8,862 | 492 | 0.08% | 0.08% | 623 | +1,085 | 13.95% | Q1 2026 | May 08, 2026 |
| Westend Capital Management, LLC | History | Reduced | 8,870 | 492 | 0.15% | 0.14% | 622 | -30 | -0.34% | Q1 2026 | Apr 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,821 | 489 | 0.02% | 0.02% | 624 | -2,194 | -19.92% | Q1 2026 | Apr 14, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 8,796 | 488 | 0.16% | 0.61% | 625 | -18,160 | -67.37% | Q1 2026 | Apr 17, 2026 |
| Mendel Capital Management LLC | History | New | 8,718 | 484 | 0.24% | — | 627 | +8,718 | New | Q1 2026 | Apr 21, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 8,734 | 484 | 0.53% | 0.5% | 626 | +947 | 12.16% | Q1 2026 | Apr 07, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 8,700 | 483 | 0.32% | 0.28% | 628 | +1,665 | 23.67% | Q1 2026 | Apr 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 8,665 | 481 | 0.04% | 0.04% | 629 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Advisor Resource Council | History | Reduced | 8,550 | 474 | 0.15% | 0.22% | 630 | -2,050 | -19.34% | Q1 2026 | May 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 8,492 | 471 | 0.07% | 0.07% | 631 | +1,162 | 15.85% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 8,470 | 470 | 0.04% | 0.03% | 632 | +316 | 3.88% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 8,419 | 467 | 0.02% | 0.02% | 633 | +432 | 5.41% | Q1 2026 | Apr 27, 2026 |
| Marion Wealth Management | History | Reduced | 8,395 | 466 | 0.1% | 0.12% | 634 | -822 | -8.92% | Q1 2026 | May 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 8,350 | 463 | 0.01% | — | 635 | +8,350 | New | Q1 2026 | May 05, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 8,339 | 462 | 0.03% | 0.04% | 636 | -2,539 | -23.34% | Q1 2026 | May 05, 2026 |
| BRIGHTON JONES LLC | History | New | 8,314 | 461 | 0.01% | — | 637 | +8,314 | New | Q1 2026 | Aug 06, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 8,080 | 448 | 0.05% | 0.06% | 638 | -517 | -6.01% | Q1 2026 | Apr 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 8,036 | 446 | 0.07% | 0.06% | 639 | +1,578 | 24.43% | Q1 2026 | Apr 29, 2026 |
| Carnegie Lake Advisors LLC | History | Added to | 8,040 | 446 | 0.18% | 0.18% | 640 | +95 | 1.2% | Q1 2026 | Apr 29, 2026 |
| GWN SECURITIES INC. | History | Added to | 7,978 | 442 | 0.08% | 0.09% | 641 | +132 | 1.68% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 7,917 | 439 | 0.05% | 0.04% | 642 | +1,663 | 26.59% | Q1 2026 | May 01, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,863 | 436 | 0.03% | 0.03% | 644 | +2,407 | 44.12% | Q1 2026 | Apr 16, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 7,824 | 436 | 0.16% | 0.17% | 643 | +306 | 4.07% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,846 | 435 | 0.0% | 0.01% | 646 | +304 | 4.03% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 7,840 | 435 | 0.01% | 0.01% | 645 | -20 | -0.25% | Q1 2026 | May 06, 2026 |
| BEACON FINANCIAL GROUP | History | New | 7,805 | 433 | 0.04% | — | 647 | +7,805 | New | Q1 2026 | Apr 30, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 7,781 | 432 | 0.08% | 0.11% | 648 | -2,226 | -22.24% | Q1 2026 | May 14, 2026 |
| Advisor OS, LLC | History | Added to | 7,679 | 426 | 0.03% | 0.04% | 649 | +125 | 1.65% | Q1 2026 | May 07, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 7,654 | 425 | 0.07% | 0.07% | 650 | -253 | -3.2% | Q1 2026 | May 04, 2026 |
| Jefferies Financial Group Inc. | History | New | 7,642 | 424 | 0.0% | — | 651 | +7,642 | New | Q1 2026 | May 07, 2026 |
| Keystone Financial Group | History | Added to | 7,622 | 423 | 0.03% | 0.02% | 652 | +2,801 | 58.1% | Q1 2026 | May 13, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 7,561 | 419 | 0.04% | 0.05% | 653 | -3,025 | -28.58% | Q1 2026 | Apr 24, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 7,542 | 418 | 0.05% | 0.03% | 654 | +2,231 | 42.01% | Q1 2026 | May 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Added to | 7,525 | 417 | 0.18% | 0.12% | 656 | +2,625 | 53.57% | Q1 2026 | May 01, 2026 |
| Fortis Advisors, LLC | History | Added to | 7,523 | 417 | 0.21% | 0.23% | 655 | +197 | 2.69% | Q1 2026 | May 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 7,500 | 416 | 0.03% | 0.05% | 657 | -3,000 | -28.57% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 7,491 | 415 | 0.01% | 0.01% | 659 | -225 | -2.92% | Q1 2026 | May 11, 2026 |
| SEARLE & CO. | History | No change | 7,490 | 415 | 0.1% | 0.11% | 658 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 7,453 | 413 | 0.05% | 0.04% | 660 | +2,075 | 38.58% | Q1 2026 | May 11, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 7,361 | 408 | 0.05% | 0.05% | 661 | +125 | 1.73% | Q1 2026 | May 05, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 7,274 | 404 | 0.02% | 0.03% | 662 | -6,132 | -45.74% | Q1 2026 | May 12, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 7,255 | 402 | 0.08% | 0.06% | 663 | +1,261 | 21.04% | Q1 2026 | May 14, 2026 |
| SFMG, LLC | History | Reduced | 7,212 | 400 | 0.03% | 0.06% | 664 | -8,814 | -55.0% | Q1 2026 | May 12, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 7,214 | 400 | 0.04% | 0.12% | 665 | -4,189 | -36.74% | Q1 2026 | Apr 17, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 7,133 | 396 | 0.14% | 0.22% | 667 | +168 | 2.41% | Q1 2026 | Apr 22, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 7,135 | 396 | 0.02% | 0.02% | 666 | +135 | 1.93% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | Added to | 7,125 | 395 | 0.01% | 0.01% | 668 | +1,100 | 18.26% | Q1 2026 | May 04, 2026 |
| Financially in Tune, LLC | History | Added to | 7,095 | 393 | 0.34% | 0.34% | 669 | +852 | 13.65% | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | Added to | 7,046 | 391 | 0.01% | 0.01% | 670 | +910 | 14.83% | Q1 2026 | May 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 7,042 | 390 | 0.02% | 0.02% | 671 | -48 | -0.68% | Q1 2026 | Apr 13, 2026 |
| Nordwand Advisors, LLC | History | No change | 7,025 | 390 | 0.07% | 0.07% | 672 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Curtis Advisory Group, LLC | History | New | 7,016 | 389 | 0.08% | — | 673 | +7,016 | New | Q1 2026 | May 08, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 6,990 | 388 | 0.11% | 0.11% | 674 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 6,973 | 387 | 0.17% | 0.26% | 676 | -2,873 | -29.18% | Q1 2026 | Apr 27, 2026 |
| Socha Financial Group, LLC | History | Reduced | 6,971 | 387 | 0.2% | 0.21% | 675 | -392 | -5.32% | Q1 2026 | Apr 30, 2026 |
| Benchmark Financial, LLC | History | Reduced | 6,972 | 387 | 0.35% | 0.41% | 677 | -170 | -2.38% | Q1 2026 | Apr 21, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,968 | 386 | 0.03% | — | 679 | +6,968 | New | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | New | 6,965 | 386 | 0.01% | — | 678 | +6,965 | New | Q1 2026 | Apr 20, 2026 |
| TCFG Investment Advisors, LLC | History | New | 6,929 | 385 | 0.14% | — | 682 | +6,929 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 6,929 | 385 | 0.14% | 0.18% | 680 | -703 | -9.21% | Q1 2026 | Apr 23, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 6,949 | 385 | 0.03% | 0.03% | 681 | +317 | 4.78% | Q1 2026 | May 14, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 6,906 | 383 | 0.09% | 0.08% | 683 | +1,431 | 26.14% | Q1 2026 | Apr 20, 2026 |
| Mosaic Advisors LLC | History | New | 6,371 | 375 | 0.56% | — | 685 | +6,371 | New | Q1 2026 | May 04, 2026 |
| Pointe Capital Management LLC | History | No change | 6,765 | 375 | 0.19% | 0.19% | 684 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,720 | 373 | 0.01% | — | 687 | +6,720 | New | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 6,731 | 373 | 0.01% | 0.01% | 686 | +268 | 4.15% | Q1 2026 | Apr 17, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 6,529 | 362 | 0.26% | 0.34% | 688 | -1,230 | -15.85% | Q1 2026 | May 19, 2026 |
| Montecito Bank & Trust | History | Reduced | 6,450 | 358 | 0.06% | 0.06% | 689 | -20 | -0.31% | Q1 2026 | Apr 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 6,070 | 357 | 0.25% | 0.44% | 691 | +385 | 6.77% | Q1 2026 | Jul 01, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 6,063 | 357 | 0.06% | 0.06% | 690 | -165 | -2.65% | Q1 2026 | Apr 23, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 6,414 | 356 | 0.17% | 0.23% | 692 | -3,455 | -35.01% | Q1 2026 | Jun 01, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 6,400 | 355 | 0.05% | 0.05% | 693 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 6,340 | 352 | 0.02% | 0.02% | 694 | +900 | 16.54% | Q1 2026 | Apr 28, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | Added to | 6,350 | 352 | 0.28% | 0.25% | 695 | +200 | 3.25% | Q1 2026 | Apr 30, 2026 |
| Clearstead Trust, LLC | History | Added to | 6,338 | 351 | 0.06% | 0.05% | 696 | +504 | 8.64% | Q1 2026 | May 06, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 6,338 | 351 | 0.21% | 0.21% | 697 | -174 | -2.67% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Added to | 6,291 | 349 | 0.05% | 0.04% | 698 | +2,002 | 46.68% | Q1 2026 | Apr 22, 2026 |
| Andina Capital Management, LLC | History | New | 6,284 | 348 | 0.31% | — | 701 | +6,284 | New | Q1 2026 | Apr 17, 2026 |
| Fisher Asset Management, LLC | History | Added to | 6,269 | 348 | 0.0% | 0.0% | 699 | +1,864 | 42.32% | Q1 2026 | May 05, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 6,276 | 348 | 0.05% | 0.06% | 700 | +38 | 0.61% | Q1 2026 | Apr 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 6,244 | 346 | 0.04% | — | 702 | +6,244 | New | Q1 2026 | Apr 27, 2026 |
| Family Investment Center, Inc. | History | Reduced | 6,161 | 342 | 0.07% | 0.1% | 704 | -1,943 | -23.98% | Q1 2026 | Apr 24, 2026 |
| Raub Brock Capital Management LP | History | No change | 6,163 | 342 | 0.09% | 0.08% | 703 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| L & S Advisors Inc | History | New | 6,128 | 340 | 0.04% | — | 705 | +6,128 | New | Q1 2026 | May 11, 2026 |
| Meadowbrook Wealth Management, LLC | History | No change | 6,114 | 339 | 0.45% | 0.41% | 706 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 6,091 | 338 | 0.04% | 0.04% | 708 | +868 | 16.62% | Q1 2026 | May 05, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 6,105 | 338 | 0.29% | 0.26% | 707 | +475 | 8.44% | Q1 2026 | May 14, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 5,713 | 338 | 0.18% | 0.22% | 709 | +20 | 0.35% | Q1 2026 | May 18, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | New | 6,018 | 334 | 0.12% | — | 711 | +6,018 | New | Q1 2026 | May 11, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 6,030 | 334 | 0.12% | 0.12% | 710 | +362 | 6.39% | Q1 2026 | May 18, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 6,010 | 333 | 0.24% | 0.25% | 712 | +176 | 3.02% | Q1 2026 | May 07, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 5,989 | 332 | 0.27% | — | 713 | +5,989 | New | Q1 2026 | Apr 21, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 5,939 | 329 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 5,918 | 328 | 0.06% | 0.06% | 715 | +198 | 3.46% | Q1 2026 | Apr 30, 2026 |
| Edge Financial Advisors LLC | History | No change | 5,641 | 327 | 0.14% | 0.14% | 716 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Secure Asset Management, LLC | History | Added to | 5,873 | 326 | 0.05% | 0.05% | 717 | +673 | 12.94% | Q1 2026 | Apr 09, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 5,840 | 324 | 0.02% | 0.02% | 719 | +2,334 | 66.57% | Q1 2026 | May 04, 2026 |
| SkyOak Wealth, LLC | History | Added to | 5,850 | 324 | 0.06% | 0.04% | 718 | +2,100 | 56.0% | Q1 2026 | Apr 30, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 5,835 | 323 | 0.23% | 0.97% | 720 | -14,946 | -71.92% | Q1 2026 | May 06, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 5,542 | 322 | 0.19% | 0.19% | 721 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Thomasville National Bank | History | No change | 5,500 | 319 | 0.02% | 0.02% | 722 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 5,745 | 318 | 0.28% | 0.29% | 725 | +141 | 2.52% | Q1 2026 | Apr 29, 2026 |
| Stratos Investment Management, LLC | History | Added to | 5,741 | 318 | 0.01% | 0.01% | 724 | +1 | 0.02% | Q1 2026 | Apr 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 5,739 | 318 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 5,727 | 317 | 0.09% | 0.08% | 726 | +1,261 | 28.24% | Q1 2026 | May 07, 2026 |
| BankPlus Trust Department | History | No change | 5,692 | 316 | 0.08% | 0.09% | 727 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 5,689 | 315 | 0.0% | 0.01% | 728 | -473 | -7.68% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Added to | 5,669 | 314 | 0.0% | 0.0% | 729 | +33 | 0.59% | Q1 2026 | May 15, 2026 |
| Sonoma Allocations LLC | History | Reduced | 5,591 | 311 | 0.11% | 0.12% | 730 | -404 | -6.74% | Q1 2026 | May 19, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 5,579 | 309 | 0.05% | 0.05% | 731 | +331 | 6.31% | Q1 2026 | Apr 30, 2026 |
| ONE Advisory Partners, LLC | History | No change | 5,562 | 308 | 0.09% | 0.1% | 732 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,539 | 307 | 0.0% | 0.0% | 733 | -399 | -6.72% | Q1 2026 | Apr 20, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 5,523 | 306 | 0.21% | 0.22% | 734 | +11 | 0.2% | Q1 2026 | Apr 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 5,503 | 305 | 0.15% | — | 737 | +5,503 | New | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,510 | 305 | 0.0% | 0.0% | 735 | +1,566 | 39.71% | Q1 2026 | May 13, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 5,496 | 305 | 0.09% | 0.09% | 736 | +104 | 1.93% | Q1 2026 | May 12, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 5,878 | 304 | 0.1% | 0.06% | 738 | -14 | -0.24% | Q1 2026 | Apr 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,450 | 302 | 0.0% | 0.0% | 739 | +169 | 3.2% | Q1 2026 | Apr 07, 2026 |
| Claro Advisors Inc. | History | Added to | 5,337 | 296 | 0.04% | 0.03% | 740 | +1,382 | 34.94% | Q1 2026 | Apr 21, 2026 |
| Aspen Investment Management Inc | History | New | 5,315 | 295 | 0.09% | — | 741 | +5,315 | New | Q1 2026 | Apr 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,264 | 292 | 0.01% | 0.02% | 742 | +229 | 4.55% | Q1 2026 | Apr 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 5,428 | 291 | 0.02% | 0.04% | 743 | -10,651 | -66.24% | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | Added to | 5,249 | 291 | 0.05% | 0.05% | 744 | +612 | 13.2% | Q1 2026 | May 07, 2026 |
| Redwood Family Wealth LLC | History | Added to | 5,247 | 291 | 0.28% | 0.3% | 746 | +47 | 0.9% | Q1 2026 | May 13, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 5,245 | 291 | 0.17% | 0.18% | 745 | 0 | 0.0% | Q1 2026 | Jun 04, 2026 |
| Wellington Grp LLC | History | Added to | 5,209 | 289 | 0.09% | 0.01% | 748 | +4,700 | 923.38% | Q1 2026 | May 22, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 5,209 | 289 | 0.03% | 0.02% | 747 | +1,323 | 34.05% | Q1 2026 | May 12, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 5,194 | 288 | 0.01% | 0.01% | 749 | -168 | -3.13% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Added to | 5,188 | 288 | 0.01% | 0.01% | 750 | +12 | 0.23% | Q1 2026 | Apr 30, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 5,191 | 288 | 0.03% | 0.04% | 751 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 5,171 | 287 | 0.04% | 0.04% | 752 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 5,153 | 286 | 0.05% | — | 755 | +5,153 | New | Q1 2026 | May 08, 2026 |
| Berger Financial Group, Inc | History | Reduced | 5,161 | 286 | 0.02% | 0.02% | 754 | -64 | -1.22% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,162 | 286 | 0.04% | 0.04% | 753 | +1 | 0.02% | Q1 2026 | Apr 08, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 5,098 | 283 | 0.06% | 0.02% | 757 | +3,505 | 220.03% | Q1 2026 | Apr 30, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 5,104 | 283 | 0.06% | 0.05% | 756 | +1,129 | 28.4% | Q1 2026 | Apr 30, 2026 |
| CERTUITY, LLC | History | Added to | 5,087 | 282 | 0.02% | 0.01% | 758 | +1,321 | 35.08% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | New | 5,073 | 281 | 0.01% | — | 760 | +5,073 | New | Q1 2026 | May 05, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 5,070 | 281 | 0.14% | 0.14% | 759 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 4,725 | 279 | 0.06% | — | 762 | +4,725 | New | Q1 2026 | May 08, 2026 |
| Columbia Asset Management | History | No change | 5,028 | 279 | 0.05% | 0.05% | 761 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 5,019 | 278 | 0.23% | 0.25% | 763 | -929 | -15.62% | Q1 2026 | May 15, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 5,000 | 277 | 0.02% | 0.02% | 764 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Guardian Financial Partners, LLC | History | No change | 5,000 | 277 | 0.12% | 0.12% | 765 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,972 | 276 | 0.0% | 0.0% | 766 | +1,648 | 49.58% | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | New | 4,781 | 275 | 0.03% | — | 767 | +4,781 | New | Q1 2026 | Apr 22, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 4,772 | 274 | 0.04% | — | 769 | +4,772 | New | Q1 2026 | Apr 16, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 4,945 | 274 | 0.01% | 0.02% | 768 | -1,256 | -20.25% | Q1 2026 | Apr 16, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 4,915 | 272 | 0.18% | 0.25% | 770 | -2,345 | -32.3% | Q1 2026 | Apr 16, 2026 |
| McAdam, LLC | History | Added to | 4,907 | 272 | 0.01% | 0.01% | 771 | +1,067 | 27.79% | Q1 2026 | May 08, 2026 |
| Realta Investment Advisors | History | Added to | 4,879 | 270 | 0.09% | 0.08% | 772 | +555 | 12.84% | Q1 2026 | Apr 22, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 4,593 | 270 | 0.11% | 0.13% | 773 | -168 | -3.53% | Q1 2026 | May 04, 2026 |
| Taylor Securities Services, Inc. | History | New | 4,841 | 268 | 0.13% | — | 775 | +4,841 | New | Q1 2026 | May 14, 2026 |
| SMART Wealth LLC | History | Added to | 4,832 | 268 | 0.08% | 0.08% | 774 | +62 | 1.3% | Q1 2026 | Apr 23, 2026 |
| Aurdan Capital Management, LLC | History | No change | 4,785 | 265 | 0.08% | 0.09% | 776 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 4,747 | 263 | 0.17% | — | 777 | +4,747 | New | Q1 2026 | Apr 27, 2026 |
| NBT BANK N A /NY | History | Added to | 4,725 | 262 | 0.02% | 0.01% | 778 | +2,725 | 136.25% | Q1 2026 | Apr 28, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 4,706 | 261 | 0.05% | 0.03% | 779 | +752 | 19.02% | Q1 2026 | Apr 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 4,686 | 260 | 0.17% | 0.19% | 781 | -351 | -6.97% | Q1 2026 | Apr 10, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 4,698 | 260 | 0.14% | 0.12% | 780 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 4,658 | 258 | 0.0% | 0.01% | 782 | -9,400 | -66.87% | Q1 2026 | May 12, 2026 |
| Pinion Investment Advisors, LLC | History | New | 4,656 | 258 | 0.06% | — | 783 | +4,656 | New | Q1 2026 | Apr 24, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 4,645 | 257 | 0.19% | 0.25% | 784 | -749 | -13.89% | Q1 2026 | Apr 29, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,621 | 256 | 0.09% | 0.05% | 785 | +2,079 | 81.79% | Q1 2026 | May 15, 2026 |
| Redwood Wealth Management Group, LLC | History | No change | 4,600 | 255 | 0.11% | 0.11% | 786 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Management | History | No change | 4,600 | 255 | 0.29% | 0.3% | 787 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sun Financial Inc | History | Added to | 4,226 | 253 | 0.13% | 0.11% | 788 | +730 | 20.88% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 4,549 | 252 | 0.05% | 0.02% | 789 | +496 | 12.24% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Group, LLC | History | New | 4,536 | 251 | 0.12% | — | 791 | +4,536 | New | Q1 2026 | Apr 23, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 4,524 | 251 | 0.06% | 0.06% | 790 | +274 | 6.45% | Q1 2026 | Apr 20, 2026 |
| WealthTrust Asset Management, LLC | History | New | 4,511 | 250 | 0.15% | — | 792 | +4,511 | New | Q1 2026 | May 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 4,459 | 247 | 0.02% | 0.03% | 793 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | New | 4,446 | 246 | 0.01% | — | 799 | +4,446 | New | Q1 2026 | May 04, 2026 |
| BCS Wealth Management | History | Reduced | 4,445 | 246 | 0.05% | 0.05% | 795 | -3,324 | -42.79% | Q1 2026 | Apr 17, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 4,440 | 246 | 0.01% | 0.02% | 794 | -981 | -18.1% | Q1 2026 | May 14, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 4,448 | 246 | 0.22% | 0.31% | 796 | +840 | 23.28% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 4,436 | 246 | 0.03% | 0.03% | 797 | +117 | 2.71% | Q1 2026 | May 06, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 4,435 | 246 | 0.17% | 0.18% | 798 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meridian Financial Advisors, LLC | History | New | 4,427 | 245 | 0.13% | — | 800 | +4,427 | New | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 4,387 | 243 | 0.02% | 0.02% | 801 | -288 | -6.16% | Q1 2026 | May 12, 2026 |
| Clarendon Private LLC | History | Added to | 4,351 | 241 | 0.19% | 0.21% | 802 | +111 | 2.62% | Q1 2026 | May 11, 2026 |
| Bay Rivers Group | History | Added to | 4,311 | 239 | 0.1% | 0.09% | 803 | +390 | 9.95% | Q1 2026 | Apr 13, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Reduced | 4,301 | 238 | 0.1% | 0.11% | 804 | -40 | -0.92% | Q1 2026 | May 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 4,290 | 238 | 0.13% | 0.13% | 805 | +16 | 0.37% | Q1 2026 | May 14, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 4,281 | 237 | 0.02% | 0.02% | 806 | +619 | 16.9% | Q1 2026 | Apr 13, 2026 |
| Red Mountain Financial, LLC | History | Added to | 4,265 | 236 | 0.22% | 0.23% | 807 | +175 | 4.28% | Q1 2026 | Apr 28, 2026 |
| RoundAngle Advisors LLC | History | New | 4,218 | 234 | 0.17% | — | 811 | +4,218 | New | Q1 2026 | Apr 08, 2026 |
| First Heartland Consultants, Inc. | History | New | 4,215 | 234 | 0.02% | — | 810 | +4,215 | New | Q1 2026 | Apr 08, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 4,221 | 234 | 0.1% | 0.1% | 809 | +110 | 2.68% | Q1 2026 | Apr 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 4,228 | 234 | 0.03% | 0.03% | 808 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 4,204 | 233 | 0.0% | — | 813 | +4,204 | New | Q1 2026 | Apr 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 4,200 | 233 | 0.12% | — | 814 | +4,200 | New | Q1 2026 | May 01, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 4,213 | 233 | 0.09% | 0.1% | 812 | +37 | 0.89% | Q1 2026 | Apr 29, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | New | 4,180 | 232 | 0.07% | — | 815 | +4,180 | New | Q1 2026 | Apr 22, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 4,179 | 232 | 0.07% | — | 816 | +4,179 | New | Q1 2026 | Apr 30, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | New | 4,145 | 230 | 0.05% | — | 819 | +4,145 | New | Q1 2026 | Apr 14, 2026 |
| Capital Square, LLC | History | Added to | 3,904 | 230 | 0.11% | 0.11% | 818 | +346 | 9.72% | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,157 | 230 | 0.01% | 0.01% | 817 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Virtue Capital Management, LLC | History | Added to | 4,270 | 229 | 0.03% | 0.04% | 820 | +9 | 0.21% | Q1 2026 | May 07, 2026 |
| Welch Financial Planning, LLC | History | No change | 4,139 | 229 | 0.16% | 0.17% | 821 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 4,119 | 228 | 0.06% | — | 822 | +4,119 | New | Q1 2026 | Apr 08, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 4,099 | 227 | 0.02% | 0.02% | 824 | +427 | 11.63% | Q1 2026 | May 07, 2026 |
| Family Manage LLC | History | No change | 4,100 | 227 | 0.03% | 0.03% | 823 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 4,071 | 226 | 0.11% | 0.13% | 825 | +4 | 0.1% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,068 | 225 | 0.0% | — | 826 | +4,068 | New | Q1 2026 | May 12, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 4,050 | 224 | 0.19% | 0.18% | 827 | +500 | 14.08% | Q1 2026 | Apr 30, 2026 |
| Forum Financial Management, LP | History | No change | 4,017 | 223 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 4,000 | 222 | 0.12% | 0.13% | 829 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sequent Planning LLC | History | Added to | 3,969 | 220 | 0.05% | 0.06% | 830 | +75 | 1.93% | Q1 2026 | Apr 21, 2026 |
| Coquina Private Wealth LLC | History | New | 3,961 | 219 | 0.18% | — | 834 | +3,961 | New | Q1 2026 | May 05, 2026 |
| AIRE ADVISORS, LLC | History | New | 3,945 | 219 | 0.04% | — | 833 | +3,945 | New | Q1 2026 | May 06, 2026 |
| Welch Group, LLC | History | No change | 3,950 | 219 | 0.01% | 0.01% | 831 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| High Falls Advisors, Inc | History | No change | 3,784 | 219 | 0.04% | 0.04% | 832 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 3,933 | 218 | 0.16% | 0.17% | 835 | +40 | 1.03% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 3,891 | 216 | 0.01% | — | 836 | +3,891 | New | Q1 2026 | May 06, 2026 |
| Tidemark, LLC | History | Added to | 3,827 | 212 | 0.05% | 0.06% | 837 | +47 | 1.24% | Q1 2026 | May 07, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | New | 3,799 | 210 | 0.06% | — | 838 | +3,799 | New | Q1 2026 | Apr 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 3,776 | 209 | 0.09% | 0.09% | 839 | +100 | 2.72% | Q1 2026 | May 11, 2026 |
| XML Financial, LLC | History | No change | 3,750 | 208 | 0.02% | 0.02% | 840 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Friday Financial | History | New | 3,726 | 206 | 0.07% | — | 841 | +3,726 | New | Q1 2026 | Apr 16, 2026 |
| Caitlin John, LLC | History | Added to | 3,696 | 205 | 0.12% | 0.1% | 842 | +1,060 | 40.21% | Q1 2026 | May 13, 2026 |
| LJI Wealth Management, LLC | History | New | 3,665 | 203 | 0.03% | — | 843 | +3,665 | New | Q1 2026 | May 04, 2026 |
| CFO4Life Group, LLC | History | Reduced | 3,622 | 201 | 0.03% | 0.03% | 844 | -330 | -8.35% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | No change | 3,605 | 200 | 0.03% | 0.03% | 845 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Motiv8 Investments LLC | History | No change | 3,444 | 200 | 0.11% | 0.11% | 846 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 3,514 | 195 | 0.13% | 0.5% | 848 | -9,580 | -73.16% | Q1 2026 | May 07, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 3,529 | 195 | 0.21% | 0.27% | 847 | -1,155 | -24.66% | Q1 2026 | May 13, 2026 |
| BFSG, LLC | History | Reduced | 3,268 | 181 | 0.02% | 0.02% | 849 | -104 | -3.08% | Q1 2026 | Apr 28, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 3,073 | 171 | 0.06% | 0.05% | 850 | +68 | 2.26% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,970 | 166 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Winch Advisory Services, LLC | History | Added to | 2,941 | 163 | 0.04% | 0.03% | 853 | +786 | 36.47% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,818 | 163 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 2,858 | 158 | 0.05% | 0.05% | 854 | +76 | 2.73% | Q1 2026 | May 05, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 2,799 | 155 | 0.07% | 0.08% | 855 | 0 | 0.0% | Q1 2026 | Jul 21, 2026 |
| Ascentis Independent Advisors | History | New | 2,334 | 129 | 0.01% | — | 857 | +2,334 | New | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,331 | 129 | 0.0% | 0.0% | 856 | +2,129 | 1053.96% | Q1 2026 | Apr 28, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 2,307 | 128 | 0.1% | 0.08% | 858 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 2,300 | 127 | 0.07% | 0.02% | 859 | +1,600 | 228.57% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,275 | 126 | 0.04% | 0.04% | 860 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | No change | 2,237 | 124 | 0.01% | 0.02% | 861 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,180 | 121 | 0.01% | 0.01% | 862 | -551 | -20.18% | Q1 2026 | Apr 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,144 | 119 | 0.07% | — | 863 | +2,144 | New | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | New | 2,132 | 118 | 0.0% | — | 864 | +2,132 | New | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | No change | 2,088 | 116 | 0.06% | 0.06% | 865 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 2,047 | 113 | 0.02% | 0.02% | 867 | +25 | 1.24% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,038 | 113 | 0.05% | 0.04% | 866 | +2 | 0.1% | Q1 2026 | Apr 14, 2026 |
| BAYBAN | History | No change | 1,926 | 106 | 0.09% | 0.1% | 868 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,882 | 104 | 0.02% | 0.03% | 869 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Graney & King, LLC | History | Reduced | 1,843 | 102 | 0.05% | 0.1% | 870 | -995 | -35.06% | Q1 2026 | May 18, 2026 |
| American Capital Advisory, LLC | History | No change | 1,820 | 101 | 0.04% | 0.05% | 871 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IAG Wealth Partners, LLC | History | New | 1,714 | 95 | 0.01% | — | 873 | +1,714 | New | Q1 2026 | Apr 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,725 | 95 | 0.0% | 0.0% | 872 | +43 | 2.56% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 1,678 | 93 | 0.02% | — | 875 | +1,678 | New | Q1 2026 | May 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,601 | 93 | 0.0% | 0.0% | 874 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1,667 | 92 | 0.01% | — | 876 | +1,667 | New | Q1 2026 | May 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 1,630 | 90 | 0.07% | 0.06% | 877 | +298 | 22.37% | Q1 2026 | Apr 21, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,591 | 88 | 0.02% | 0.01% | 879 | +409 | 34.6% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,597 | 88 | 0.0% | 0.0% | 878 | -348 | -17.89% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 1,595 | 88 | 0.03% | 0.03% | 880 | -35 | -2.15% | Q1 2026 | Apr 09, 2026 |
| GGM Financial LLC | History | Added to | 1,574 | 87 | 0.04% | 0.04% | 881 | +42 | 2.74% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,555 | 86 | 0.01% | 0.02% | 882 | -1,312 | -45.76% | Q1 2026 | May 15, 2026 |
| Essential Investment Partners LLC | History | Added to | 1,550 | 86 | 0.08% | 0.05% | 883 | +585 | 60.62% | Q1 2026 | Jul 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,500 | 83 | 0.05% | 0.05% | 884 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,447 | 80 | 0.01% | 0.0% | 885 | +1,250 | 634.52% | Q1 2026 | May 06, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,415 | 79 | 0.06% | 0.06% | 886 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,355 | 75 | 0.0% | 0.01% | 887 | -2,147 | -61.31% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,258 | 69 | 0.02% | 0.02% | 888 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,132 | 62 | 0.0% | 0.0% | 889 | +452 | 66.47% | Q1 2026 | May 08, 2026 |
| Front Row Advisors LLC | History | No change | 1,115 | 61 | 0.02% | 0.02% | 890 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,056 | 58 | 0.03% | 0.03% | 891 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,000 | 55 | 0.0% | 0.0% | 892 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 974 | 54 | 0.03% | — | 893 | +974 | New | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 961 | 53 | 0.03% | 0.01% | 894 | +701 | 269.62% | Q1 2026 | Apr 13, 2026 |
| Roxbury Financial LLC | History | No change | 949 | 52 | 0.05% | 0.05% | 895 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 926 | 51 | 0.04% | 0.06% | 896 | -394 | -29.85% | Q1 2026 | Apr 29, 2026 |
| Activest Wealth Management | History | Added to | 903 | 50 | 0.01% | — | 897 | +901 | 45050.0% | Q1 2026 | Apr 15, 2026 |
| Heritage Wealth Advisors | History | Added to | 893 | 49 | 0.0% | 0.0% | 898 | +176 | 24.55% | Q1 2026 | May 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 878 | 48 | 0.01% | — | 900 | +878 | New | Q1 2026 | May 01, 2026 |
| Roble, Belko & Company, Inc | History | No change | 871 | 48 | 0.01% | 0.01% | 899 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BlackRock, Inc. | History | Added to | 842 | 46 | 0.0% | 0.0% | 901 | +1 | 0.12% | Q1 2026 | May 13, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 747 | 41 | 0.01% | 0.0% | 902 | +580 | 347.31% | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 703 | 40 | 0.01% | 0.01% | 903 | +29 | 4.3% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 711 | 39 | 0.0% | 0.0% | 904 | +60 | 9.22% | Q1 2026 | May 01, 2026 |
| Independence Bank of Kentucky | History | No change | 720 | 39 | 0.0% | 0.01% | 905 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Park Place Capital Corp | History | Reduced | 700 | 38 | 0.01% | 0.04% | 907 | -2,300 | -76.67% | Q1 2026 | Apr 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 702 | 38 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 660 | 36 | 0.01% | — | 908 | +660 | New | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | No change | 590 | 32 | 0.01% | 0.01% | 909 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 546 | 32 | 0.01% | 0.01% | 910 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 545 | 30 | 0.01% | — | 911 | +545 | New | Q1 2026 | Apr 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 525 | 29 | 0.0% | 0.0% | 912 | -175 | -25.0% | Q1 2026 | May 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 500 | 27 | 0.02% | 0.02% | 913 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WFA of San Diego, LLC | History | Reduced | 460 | 25 | 0.02% | 0.02% | 914 | -10 | -2.13% | Q1 2026 | May 11, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 459 | 25 | 0.01% | 0.01% | 915 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 446 | 24 | 0.0% | 0.02% | 916 | -3,029 | -87.17% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 434 | 24 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 411 | 22 | 0.0% | 0.0% | 918 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 374 | 20 | 0.0% | 0.0% | 919 | -2 | -0.53% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 357 | 19 | 0.0% | 0.0% | 920 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Piscataqua Savings Bank | History | No change | 335 | 18 | 0.01% | 0.01% | 921 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 320 | 17 | 0.0% | 0.0% | 923 | +239 | 295.06% | Q1 2026 | Apr 24, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 324 | 17 | 0.01% | 0.01% | 922 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 300 | 16 | 0.0% | — | 926 | +300 | New | Q1 2026 | May 11, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 290 | 16 | 0.0% | 0.0% | 925 | +137 | 89.54% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 295 | 16 | 0.0% | 0.0% | 924 | -75 | -20.27% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 257 | 14 | 0.01% | — | 931 | +257 | New | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | No change | 264 | 14 | 0.0% | 0.0% | 927 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 254 | 14 | 0.01% | 0.01% | 928 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Osbon Capital Management LLC | History | No change | 263 | 14 | 0.01% | 0.01% | 929 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | No change | 259 | 14 | 0.0% | 0.0% | 930 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| United Financial Planning Group LLC | History | New | 236 | 13 | 0.01% | — | 934 | +236 | New | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 250 | 13 | 0.0% | 0.0% | 932 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | No change | 237 | 13 | 0.0% | 0.0% | 933 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | Reduced | 200 | 11 | 0.0% | 0.04% | 935 | -2,781 | -93.29% | Q1 2026 | May 01, 2026 |
| Miller Global Investments, LLC | History | New | 205 | 11 | 0.01% | — | 939 | +205 | New | Q1 2026 | Apr 06, 2026 |
| Community Financial Services Group, LLC | History | New | 200 | 11 | 0.0% | — | 937 | +200 | New | Q1 2026 | Apr 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 200 | 11 | 0.0% | — | 938 | +200 | New | Q1 2026 | May 08, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 936 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GODSEY & GIBB, INC | History | No change | 193 | 10 | 0.0% | 0.0% | 940 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 186 | 10 | 0.0% | 0.0% | 941 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 179 | 9 | 0.0% | 0.0% | 942 | -1,568 | -89.75% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 156 | 9 | 0.0% | 0.0% | 943 | -649 | -80.62% | Q1 2026 | Apr 06, 2026 |
| STANCE CAPITAL LLC | History | New | 179 | 9 | 0.0% | — | 945 | +179 | New | Q1 2026 | May 13, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 176 | 9 | 0.01% | 0.01% | 944 | -118 | -40.14% | Q1 2026 | May 14, 2026 |
| Robinswood Financial LLC | History | New | 154 | 8 | 0.0% | — | 947 | +154 | New | Q1 2026 | Jul 13, 2026 |
| First PREMIER Bank | History | No change | 144 | 8 | 0.0% | 0.0% | 946 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SWAN Capital LLC | History | New | 135 | 7 | 0.0% | — | 949 | +135 | New | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | Added to | 136 | 7 | 0.0% | — | 948 | +126 | 1260.0% | Q1 2026 | May 12, 2026 |
| My Portfolio Guide, LLC | History | New | 120 | 6 | 0.0% | — | 951 | +120 | New | Q1 2026 | May 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 106 | 6 | 0.0% | 0.0% | 950 | +5 | 4.95% | Q1 2026 | May 11, 2026 |
| Imprint Wealth LLC | History | Reduced | 95 | 5 | 0.02% | 0.19% | 958 | -627 | -86.84% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | Added to | 104 | 5 | 0.0% | 0.0% | 956 | +3 | 2.97% | Q1 2026 | Apr 30, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 92 | 5 | 0.0% | 0.0% | 953 | +2 | 2.22% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 5 | 0.0% | 0.0% | 952 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 954 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 5 | 0.0% | 0.0% | 955 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| City State Bank | History | No change | 95 | 5 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Aspect Partners, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 959 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 93 | 5 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 100 | 5 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | New | 60 | 3 | 0.0% | — | 967 | +60 | New | Q1 2026 | Apr 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 59 | 3 | 0.0% | 0.0% | 966 | +1 | 1.72% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 56 | 3 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Paladin Advisory Group, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 963 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LGT Financial Advisors LLC | History | No change | 62 | 3 | 0.02% | 0.02% | 964 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lummis Asset Management, LP | History | No change | 60 | 3 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 51 | 2 | 0.0% | 0.0% | 969 | -9 | -15.0% | Q1 2026 | Apr 30, 2026 |
| Investors Research Corp | History | No change | 54 | 2 | 0.0% | 0.0% | 968 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Coston, McIsaac & Partners | History | No change | 46 | 2 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ancora Advisors LLC | History | New | 34 | 1 | 0.0% | — | 976 | +34 | New | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | New | 18 | 1 | 0.01% | — | 977 | +18 | New | Q1 2026 | May 13, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 971 | -17 | -45.95% | Q1 2026 | May 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 27 | 1 | 0.0% | — | 973 | +12 | 80.0% | Q1 2026 | Apr 27, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 33 | 1 | 0.0% | 0.0% | 974 | +1 | 3.13% | Q1 2026 | May 01, 2026 |
| Scarborough Advisors, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Purpose Unlimited Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 975 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,119,736 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -205,600 | -100.0% | Q1 2026 | Apr 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -61,037 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -51,128 | -100.0% | Q1 2026 | May 01, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -42,096 | -100.0% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.23% | — | -37,617 | -100.0% | Q1 2026 | May 13, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -33,755 | -100.0% | Q1 2026 | May 15, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 1.51% | — | -32,164 | -100.0% | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -30,950 | -100.0% | Q1 2026 | May 12, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -30,533 | -100.0% | Q1 2026 | May 15, 2026 |
| Anderson Financial Strategies, LLC | History | Closed out | 0 | 0 | — | 1.01% | — | -29,815 | -100.0% | Q1 2026 | May 14, 2026 |
| Cogent Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.98% | — | -22,211 | -100.0% | Q1 2026 | Apr 13, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -16,579 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Skyline Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -13,399 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -12,879 | -100.0% | Q1 2026 | May 13, 2026 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -12,821 | -100.0% | Q1 2026 | May 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.03% | — | -12,300 | -100.0% | Q1 2026 | May 08, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,323 | -100.0% | Q1 2026 | May 01, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,451 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Catalyst Investment Management LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -7,007 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,342 | -100.0% | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,013 | -100.0% | Q1 2026 | May 07, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.22% | — | -6,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Blankinship & Foster, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -5,700 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,218 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,056 | -100.0% | Q1 2026 | May 05, 2026 |
| Evercore Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -4,643 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,300 | -100.0% | Q1 2026 | May 04, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,079 | -100.0% | Q1 2026 | May 04, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -3,969 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Tranquility Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,687 | -100.0% | Q1 2026 | Apr 20, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,668 | -100.0% | Q1 2026 | May 14, 2026 |
| OPINICUS CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -3,654 | -100.0% | Q1 2026 | May 05, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,619 | -100.0% | Q1 2026 | May 04, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,607 | -100.0% | Q1 2026 | Jul 29, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Burford Brothers, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,587 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Signature Wealth Management Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,547 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MRA Advisory Group | History | Closed out | 0 | 0 | — | 0.09% | — | -3,528 | -100.0% | Q1 2026 | Apr 22, 2026 |
| WoodTrust Financial Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -3,500 | -100.0% | Q1 2026 | May 06, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,482 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,424 | -100.0% | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,642 | -100.0% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,363 | -100.0% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,249 | -100.0% | Q1 2026 | Aug 10, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | May 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -606 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -568 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sankala Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -475 | -100.0% | Q1 2026 | Mar 31, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -405 | -100.0% | Q1 2026 | May 15, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -383 | -100.0% | Q1 2026 | Jun 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q1 2026 | May 06, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -126 | -97.67% | Q1 2026 | May 06, 2026 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 11, 2026 |
| Go Invest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | Aug 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 14, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 11, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| Legacy Bridge, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |