J.P. Morgan Exchange-Traded Fund Trust - JMST
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,184,621 | 213,331 | 0.02% | 0.01% | 1 | +227,838 | 5.76% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,875,844 | 197,590 | 0.12% | 0.13% | 2 | -97,284 | -2.45% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 3,079,282 | 156,981 | 0.04% | 0.04% | 3 | +54,986 | 1.82% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,551,982 | 130,100 | 0.84% | 0.72% | 4 | +374,070 | 17.18% | Q1 2026 | Apr 27, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 1,719,248 | 87,647 | 4.6% | 4.02% | 5 | +287,225 | 20.06% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,552,212 | 79,131 | 0.01% | 0.01% | 6 | +70,284 | 4.74% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,491,349 | 76,029 | 1.23% | 1.02% | 7 | +307,333 | 25.96% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,382,387 | 70,474 | 0.0% | 0.0% | 8 | +618 | 0.04% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,261,630 | 64,317 | 0.01% | 0.01% | 9 | +161,844 | 14.72% | Q1 2026 | May 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,189,881 | 60,896 | 5.44% | 5.28% | 10 | +17,811 | 1.52% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 1,035,898 | 52,810 | 0.01% | 0.01% | 11 | -12,222 | -1.17% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 985,111 | 50,211 | 0.0% | 0.0% | 12 | -354,065 | -26.44% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 942,824 | 48,065 | 0.01% | 0.01% | 13 | +48,711 | 5.45% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 887,995 | 45,269 | 0.05% | 0.05% | 14 | -942 | -0.11% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 883,843 | 45,058 | 0.06% | 0.06% | 15 | -9,368 | -1.05% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 781,688 | 39,850 | 0.1% | 0.05% | 16 | +428,177 | 121.12% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 769,357 | 39,221 | 0.93% | 0.66% | 17 | +186,546 | 32.01% | Q1 2026 | May 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 726,586 | 37,041 | 3.0% | 2.78% | 18 | +18,950 | 2.68% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 720,781 | 36,746 | 0.05% | 0.05% | 19 | +63,325 | 9.63% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 648,605 | 33,065 | 0.49% | 0.46% | 20 | +30,721 | 4.97% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 644,321 | 32,847 | 0.01% | 0.0% | 21 | +52,593 | 8.89% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 642,610 | 32,760 | 0.05% | 0.04% | 22 | +117,442 | 22.36% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 627,358 | 31,919 | 1.9% | 2.28% | 23 | -62,262 | -9.03% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 613,082 | 31,254 | 0.25% | 0.25% | 24 | +200,236 | 48.5% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 546,566 | 27,863 | 1.95% | 1.59% | 25 | -43,434 | -7.36% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 542,113 | 27,636 | 0.94% | 0.81% | 26 | +101,234 | 22.96% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 535,783 | 27,314 | 0.1% | 0.1% | 27 | +2,361 | 0.44% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 532,314 | 27,137 | 0.03% | 0.03% | 28 | +65,738 | 14.09% | Q1 2026 | May 05, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 525,958 | 26,813 | 0.75% | 0.7% | 29 | +32,908 | 6.67% | Q1 2026 | May 12, 2026 |
| Global Wealth Management, LLC | History | Added to | 522,708 | 26,647 | 14.53% | 14.33% | 30 | +6 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Trust Co | History | Added to | 520,494 | 26,534 | 2.49% | 2.41% | 31 | +16,637 | 3.3% | Q1 2026 | Apr 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 511,534 | 26,078 | 0.38% | 0.36% | 32 | +49,144 | 10.63% | Q1 2026 | Apr 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 507,100 | 25,851 | 0.0% | — | 33 | +507,100 | New | Q1 2026 | May 15, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 477,125 | 24,323 | 3.13% | 4.29% | 34 | -137,930 | -22.43% | Q1 2026 | Apr 27, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 457,941 | 23,345 | 3.17% | 2.61% | 35 | +115,230 | 33.62% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 453,805 | 23,250 | 0.03% | 0.03% | 36 | -39,714 | -8.05% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 432,829 | 22,066 | 0.06% | 0.06% | 37 | -288 | -0.07% | Q1 2026 | Apr 30, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 420,940 | 21,459 | 2.09% | 2.15% | 38 | -11,264 | -2.61% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 420,648 | 21,436 | 0.01% | 0.01% | 39 | +98,415 | 30.54% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 412,268 | 21,017 | 0.02% | 0.02% | 40 | +19,463 | 4.95% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 394,694 | 20,121 | 0.0% | 0.0% | 41 | +74,845 | 23.4% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 393,842 | 20,050 | 0.04% | 0.09% | 42 | -874,889 | -68.96% | Q1 2026 | Apr 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 383,264 | 19,538 | 0.63% | 0.29% | 43 | +59,934 | 18.54% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 382,502 | 19,499 | 0.03% | 0.04% | 44 | +16,179 | 4.42% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 368,775 | 18,800 | 0.16% | 0.12% | 45 | +134,779 | 57.6% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 361,254 | 18,416 | 0.03% | 0.02% | 46 | +23,553 | 6.97% | Q1 2026 | Apr 27, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 348,929 | 17,777 | 0.68% | 0.58% | 47 | +67,055 | 23.79% | Q1 2026 | Apr 24, 2026 |
| BAILARD, INC. | History | Added to | 336,927 | 17,176 | 0.39% | 0.05% | 48 | +290,156 | 620.38% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 329,726 | 16,809 | 0.03% | 0.02% | 49 | +114,162 | 52.96% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Added to | 327,256 | 16,683 | 0.78% | 0.65% | 50 | +40,525 | 14.13% | Q1 2026 | May 05, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 316,114 | 16,115 | 0.19% | 0.19% | 51 | -13,183 | -4.0% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 285,841 | 14,572 | 0.17% | — | 52 | +285,841 | New | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 279,354 | 14,241 | 0.04% | 0.04% | 53 | -4,462 | -1.57% | Q1 2026 | May 13, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 277,346 | 14,139 | 4.55% | 4.87% | 54 | +10,356 | 3.88% | Q1 2026 | May 19, 2026 |
| Gradient Investments LLC | History | Added to | 272,448 | 13,889 | 0.22% | 0.17% | 55 | +63,481 | 30.38% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 272,195 | 13,876 | 0.08% | 0.05% | 56 | +79,939 | 41.58% | Q1 2026 | Apr 30, 2026 |
| Oak Harvest Investment Services | History | Added to | 270,542 | 13,792 | 1.44% | 1.46% | 57 | +8,133 | 3.1% | Q1 2026 | Apr 22, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 269,504 | 13,739 | 2.82% | 2.8% | 58 | +3,736 | 1.41% | Q1 2026 | Apr 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 255,839 | 13,043 | 0.02% | 0.02% | 59 | +23,001 | 9.88% | Q1 2026 | May 01, 2026 |
| Auxano Advisors, LLC | History | Reduced | 253,636 | 12,930 | 2.58% | 2.95% | 60 | -39,623 | -13.51% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 253,097 | 12,902 | 0.0% | 0.01% | 61 | -137,438 | -35.19% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 249,208 | 12,704 | 0.01% | 0.01% | 62 | +24,664 | 10.98% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 247,802 | 12,632 | 0.23% | 0.21% | 63 | +34,872 | 16.38% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 246,195 | 12,551 | 0.4% | 0.46% | 64 | -1,377 | -0.56% | Q1 2026 | May 07, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 242,886 | 12,382 | 1.02% | 1.26% | 65 | -54,243 | -18.26% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 237,459 | 12,105 | 0.06% | 0.06% | 66 | -9,047 | -3.67% | Q1 2026 | Apr 24, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Reduced | 236,555 | 12,059 | 2.77% | 2.88% | 67 | -974 | -0.41% | Q1 2026 | Apr 20, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 229,810 | 11,715 | 0.49% | 0.41% | 68 | +28,170 | 13.97% | Q1 2026 | Apr 13, 2026 |
| Principle Wealth Partners LLC | History | Added to | 223,726 | 11,405 | 0.65% | 0.64% | 69 | +756 | 0.34% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | Reduced | 219,850 | 11,207 | 1.01% | 1.04% | 70 | -10,490 | -4.55% | Q1 2026 | May 11, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 218,999 | 11,140 | 3.52% | 7.12% | 71 | -535,001 | -70.96% | Q1 2026 | Apr 23, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 217,995 | 11,113 | 2.51% | 2.77% | 72 | +9,547 | 4.58% | Q1 2026 | Apr 14, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 216,831 | 11,054 | 0.48% | 0.43% | 73 | +15,322 | 7.6% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 207,029 | 10,554 | 0.48% | 0.46% | 74 | +1,291 | 0.63% | Q1 2026 | May 06, 2026 |
| Phoenix Wealth Advisors | History | Added to | 204,966 | 10,449 | 4.13% | 3.66% | 75 | +18,068 | 9.67% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 202,942 | 10,331 | 0.1% | 0.08% | 76 | +50,478 | 33.11% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | Added to | 196,039 | 9,994 | 0.13% | 0.1% | 77 | +64,943 | 49.54% | Q1 2026 | May 15, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 192,536 | 9,815 | 3.91% | 1.77% | 78 | +110,337 | 134.23% | Q1 2026 | May 08, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 182,064 | 9,281 | 0.06% | 0.05% | 79 | +37,777 | 26.18% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 175,659 | 8,955 | 0.12% | 0.12% | 80 | +2,180 | 1.26% | Q1 2026 | May 01, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 175,198 | 8,931 | 0.93% | 0.08% | 81 | +160,503 | 1092.23% | Q1 2026 | Apr 22, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 174,007 | 8,870 | 2.82% | 2.88% | 82 | -6,763 | -3.74% | Q1 2026 | Apr 27, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 164,302 | 8,376 | 1.59% | 1.55% | 83 | +4,207 | 2.63% | Q1 2026 | Apr 09, 2026 |
| Aspen Wealth Management LLC | History | Added to | 164,010 | 8,361 | 1.67% | 1.07% | 84 | +64,362 | 64.59% | Q1 2026 | Apr 01, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 163,712 | 8,346 | 0.2% | 0.14% | 85 | +41,799 | 34.29% | Q1 2026 | May 08, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 162,955 | 8,307 | 1.53% | 1.51% | 86 | +985 | 0.61% | Q1 2026 | Apr 27, 2026 |
| IF Advisors, LLC | History | Reduced | 158,000 | 8,054 | 5.69% | 7.07% | 87 | -12,850 | -7.52% | Q1 2026 | May 13, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 156,400 | 7,973 | 1.55% | 0.99% | 88 | +72,670 | 86.79% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 148,951 | 7,593 | 0.09% | 0.06% | 89 | +47,684 | 47.09% | Q1 2026 | Apr 28, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 147,968 | 7,543 | 0.72% | 0.6% | 90 | +18,729 | 14.49% | Q1 2026 | Apr 27, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 147,221 | 7,505 | 2.08% | 2.48% | 91 | -7,111 | -4.61% | Q1 2026 | Apr 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 145,632 | 7,424 | 0.82% | 0.74% | 92 | +16,688 | 12.94% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 143,283 | 7,304 | 0.19% | 0.22% | 93 | -17,259 | -10.75% | Q1 2026 | Apr 16, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 143,242 | 7,302 | 0.8% | 0.73% | 94 | -7,368 | -4.89% | Q1 2026 | May 13, 2026 |
| Apex Wealth Management, LLC | History | Added to | 141,714 | 7,224 | 4.96% | 1.57% | 95 | +111,364 | 366.93% | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 140,579 | 7,166 | 0.14% | 0.13% | 96 | +6,836 | 5.11% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 138,983 | 7,085 | 0.95% | 0.7% | 97 | +37,615 | 37.11% | Q1 2026 | Apr 08, 2026 |
| Sierra Capital LLC | History | No change | 137,619 | 7,016 | 0.76% | 0.74% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 131,763 | 6,717 | 0.05% | 0.06% | 99 | -34,590 | -20.79% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 130,874 | 6,671 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 127,336 | 6,491 | 0.29% | 0.31% | 101 | -8,962 | -6.58% | Q1 2026 | May 05, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 125,731 | 6,409 | 1.83% | 1.84% | 102 | +1,148 | 0.92% | Q1 2026 | Apr 15, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 125,568 | 6,401 | 0.45% | 0.4% | 103 | +5,996 | 5.01% | Q1 2026 | Apr 28, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 124,372 | 6,340 | 0.45% | 0.41% | 104 | +8,404 | 7.25% | Q1 2026 | Apr 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 122,998 | 6,270 | 0.09% | 0.02% | 105 | +96,028 | 356.05% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 122,413 | 6,240 | 0.16% | 0.21% | 106 | -21,072 | -14.69% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | Added to | 121,774 | 6,208 | 0.3% | 0.12% | 107 | +74,345 | 156.75% | Q1 2026 | May 14, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 119,449 | 6,089 | 1.4% | 1.32% | 108 | +5,250 | 4.6% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 117,230 | 5,976 | 0.12% | 0.11% | 109 | +4,299 | 3.81% | Q1 2026 | Apr 14, 2026 |
| StrongBox Wealth, LLC | History | Added to | 117,124 | 5,970 | 1.91% | 1.74% | 110 | +13,208 | 12.71% | Q1 2026 | May 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 116,745 | 5,951 | 0.38% | 0.37% | 111 | +1,315 | 1.14% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 116,634 | 5,945 | 0.01% | 0.01% | 112 | -52,062 | -30.86% | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | Added to | 113,551 | 5,788 | 1.55% | 1.55% | 113 | +17,084 | 17.71% | Q1 2026 | Apr 24, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 113,075 | 5,764 | 0.6% | 0.53% | 114 | +14,359 | 14.55% | Q1 2026 | Apr 08, 2026 |
| Oasis Advisors, LLC | History | Added to | 1,379,331 | 5,756 | 1.13% | 1.23% | 115 | +1,333,789 | 2928.7% | Q1 2026 | May 04, 2026 |
| PDS Planning, Inc | History | Added to | 111,044 | 5,661 | 0.37% | 0.35% | 116 | +8,386 | 8.17% | Q1 2026 | Apr 21, 2026 |
| Forza Wealth Management, LLC | History | No change | 109,200 | 5,567 | 1.94% | 2.01% | 117 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | New | 109,096 | 5,561 | 0.06% | — | 118 | +109,096 | New | Q1 2026 | May 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 107,150 | 5,462 | 0.08% | 0.07% | 119 | +1,933 | 1.84% | Q1 2026 | Apr 30, 2026 |
| ERn Financial, LLC | History | Added to | 105,492 | 5,377 | 1.01% | 0.87% | 120 | +14,340 | 15.73% | Q1 2026 | Apr 24, 2026 |
| BOKF, NA | History | Reduced | 101,708 | 5,185 | 0.08% | 0.08% | 121 | -6,175 | -5.72% | Q1 2026 | May 08, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 97,255 | 4,958 | 0.27% | 0.27% | 122 | -3,366 | -3.35% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 96,241 | 4,906 | 0.11% | 0.1% | 123 | +4,185 | 4.55% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 95,559 | 4,871 | 0.13% | 0.15% | 124 | +2,599 | 2.8% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 95,234 | 4,855 | 0.27% | 0.27% | 125 | +1,199 | 1.28% | Q1 2026 | Apr 24, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 94,331 | 4,808 | 1.04% | 1.09% | 126 | -7,677 | -7.53% | Q1 2026 | Apr 13, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Added to | 93,129 | 4,747 | 0.81% | 0.74% | 127 | +4,074 | 4.57% | Q1 2026 | Apr 23, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 92,043 | 4,692 | 1.95% | 1.58% | 128 | +17,269 | 23.09% | Q1 2026 | Apr 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 90,914 | 4,634 | 0.97% | 0.99% | 129 | +2,836 | 3.22% | Q1 2026 | May 14, 2026 |
| Stewardship Advisors, LLC | History | Added to | 90,453 | 4,611 | 1.06% | 1.05% | 130 | +874 | 0.98% | Q1 2026 | Apr 17, 2026 |
| Jupiter Wealth Management LLC | History | No change | 90,000 | 4,579 | 1.81% | 2.05% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPWM LLC | History | Reduced | 89,453 | 4,560 | 1.15% | 1.18% | 132 | -2,531 | -2.75% | Q1 2026 | Apr 08, 2026 |
| CFO4Life Group, LLC | History | Reduced | 88,092 | 4,490 | 0.68% | 0.68% | 133 | -5,384 | -5.76% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Reduced | 85,797 | 4,373 | 0.09% | 0.1% | 134 | -6,383 | -6.92% | Q1 2026 | May 15, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 82,633 | 4,212 | 0.15% | 0.14% | 135 | +7,354 | 9.77% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Reduced | 82,570 | 4,201 | 0.11% | 0.24% | 136 | -29,500 | -26.32% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 82,065 | 4,183 | 0.1% | 0.12% | 137 | -14,907 | -15.37% | Q1 2026 | May 04, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 81,200 | 4,139 | 0.22% | 0.22% | 138 | -2,400 | -2.87% | Q1 2026 | May 15, 2026 |
| Perennial Advisors, LLC | History | Added to | 81,140 | 4,136 | 0.7% | 0.67% | 139 | +2,969 | 3.8% | Q1 2026 | Apr 13, 2026 |
| Elequin Capital, LP | History | Reduced | 81,903 | 4,096 | 0.34% | 0.53% | 140 | -58,968 | -41.86% | Q1 2026 | May 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 79,581 | 4,057 | 0.34% | 0.35% | 141 | -1,859 | -2.28% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 79,279 | 4,041 | 0.01% | 0.01% | 142 | -32,784 | -29.25% | Q1 2026 | May 04, 2026 |
| IMZ Advisory Inc | History | Reduced | 78,389 | 3,996 | 1.51% | 1.59% | 143 | -6,636 | -7.8% | Q1 2026 | Apr 08, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 76,717 | 3,911 | 1.58% | 1.78% | 144 | -5,025 | -6.15% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 75,725 | 3,860 | 0.01% | 0.01% | 145 | -4,266 | -5.33% | Q1 2026 | Apr 27, 2026 |
| Leverty Financial Group, LLC | History | Added to | 75,640 | 3,856 | 0.85% | 0.35% | 146 | +47,049 | 164.56% | Q1 2026 | Apr 09, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 74,412 | 3,793 | 0.95% | 0.96% | 147 | +746 | 1.01% | Q1 2026 | May 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 73,927 | 3,768 | 0.07% | 0.05% | 148 | +19,325 | 35.39% | Q1 2026 | May 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 73,181 | 3,730 | 0.15% | 0.2% | 149 | -24,021 | -24.71% | Q1 2026 | Apr 14, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 71,333 | 3,636 | 0.62% | 0.24% | 150 | +43,933 | 160.34% | Q1 2026 | Apr 28, 2026 |
| NCM Capital Management, LLC | History | Added to | 70,765 | 3,607 | 1.29% | 1.26% | 151 | +4,000 | 5.99% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 70,555 | 3,596 | 0.4% | 0.39% | 152 | +1,885 | 2.75% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 69,536 | 3,544 | 0.25% | 0.49% | 153 | +1,219 | 1.78% | Q1 2026 | May 15, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 68,869 | 3,510 | 2.37% | 2.62% | 154 | -6,363 | -8.46% | Q1 2026 | Apr 30, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 67,322 | 3,432 | 0.63% | 0.86% | 155 | -26,419 | -28.18% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 66,317 | 3,378 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 65,787 | 3,353 | 0.06% | 0.07% | 157 | -7,178 | -9.84% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 64,424 | 3,284 | 0.07% | 0.07% | 158 | +6,085 | 10.43% | Q1 2026 | Apr 13, 2026 |
| Sigma Planning Corp | History | Added to | 63,639 | 3,244 | 0.09% | 0.09% | 159 | +2,310 | 3.77% | Q1 2026 | May 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 63,622 | 3,243 | 0.83% | 0.9% | 160 | +471 | 0.75% | Q1 2026 | Apr 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 63,222 | 3,223 | 0.02% | 0.03% | 161 | -40,103 | -38.81% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 63,199 | 3,221 | 0.06% | 0.04% | 162 | +18,505 | 41.4% | Q1 2026 | Apr 10, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 62,241 | 3,173 | 1.61% | 1.69% | 163 | +1,814 | 3.0% | Q1 2026 | May 04, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 61,103 | 3,115 | 0.88% | 0.83% | 164 | +2,530 | 4.32% | Q1 2026 | Apr 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 60,435 | 3,080 | 0.14% | 0.17% | 165 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wills Financial Group LLC | History | Reduced | 59,849 | 3,045 | 1.15% | 1.17% | 166 | -400 | -0.66% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 58,009 | 2,957 | 0.11% | 0.14% | 167 | -14,366 | -19.85% | Q1 2026 | May 12, 2026 |
| Invariant Investment Management | History | Reduced | 57,539 | 2,929 | 1.8% | 1.95% | 168 | -2,030 | -3.41% | Q1 2026 | Apr 13, 2026 |
| Rossmore Private Capital | History | Reduced | 57,140 | 2,912 | 0.26% | 0.28% | 169 | -3,592 | -5.91% | Q1 2026 | May 01, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 56,695 | 2,890 | 0.36% | 0.52% | 170 | +3,285 | 6.15% | Q1 2026 | May 18, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 56,457 | 2,878 | 0.78% | 1.19% | 171 | +1,969 | 3.61% | Q1 2026 | Apr 08, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 56,038 | 2,856 | 0.23% | 0.28% | 172 | -8,984 | -13.82% | Q1 2026 | Apr 08, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 56,001 | 2,854 | 1.51% | 1.55% | 173 | +1,233 | 2.25% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 55,134 | 2,810 | 0.07% | 0.1% | 174 | -23,263 | -29.67% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 54,727 | 2,790 | 0.14% | 0.13% | 175 | +5,540 | 11.26% | Q1 2026 | Apr 17, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 54,286 | 2,767 | 0.36% | 0.36% | 176 | -1,885 | -3.36% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 53,697 | 2,737 | 0.09% | 0.08% | 177 | +2,045 | 3.96% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 52,716 | 2,687 | 0.1% | 0.11% | 178 | +33,684 | 176.99% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Reduced | 51,651 | 2,633 | 0.27% | 0.29% | 179 | -1,924 | -3.59% | Q1 2026 | Apr 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 51,244 | 2,608 | 0.04% | 0.05% | 180 | -7,609 | -12.93% | Q1 2026 | May 14, 2026 |
| FULTON BANK, N.A. | History | Added to | 50,490 | 2,573 | 0.09% | 0.07% | 181 | +11,751 | 30.33% | Q1 2026 | Apr 24, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 50,000 | 2,549 | 0.21% | 0.69% | 182 | -105,119 | -67.77% | Q1 2026 | May 05, 2026 |
| Selby Wealth Management, LLC | History | Added to | 49,580 | 2,527 | 1.0% | 1.01% | 183 | +361 | 0.73% | Q1 2026 | Apr 08, 2026 |
| Syverson Strege & Co | History | Reduced | 49,377 | 2,517 | 0.61% | 0.62% | 184 | -2,176 | -4.22% | Q1 2026 | May 04, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 49,065 | 2,501 | 0.32% | 0.08% | 185 | +35,453 | 260.45% | Q1 2026 | Apr 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 48,927 | 2,494 | 0.33% | 0.53% | 186 | -25,905 | -34.62% | Q1 2026 | Apr 28, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Reduced | 48,729 | 2,484 | 1.35% | 1.49% | 187 | -16,037 | -24.76% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 48,316 | 2,463 | 0.06% | 0.06% | 188 | -2,102 | -4.17% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 47,722 | 2,432 | 0.0% | 0.0% | 189 | +9,791 | 25.81% | Q1 2026 | May 06, 2026 |
| Macro Advisors, Inc. | History | New | 46,839 | 2,387 | 0.99% | — | 190 | +46,839 | New | Q1 2026 | May 14, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 46,810 | 2,386 | 0.44% | 0.49% | 191 | -466 | -0.99% | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 46,431 | 2,365 | 0.18% | 0.18% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 45,931 | 2,341 | 0.08% | 0.08% | 193 | +3,665 | 8.67% | Q1 2026 | Apr 14, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 45,802 | 2,334 | 0.37% | 0.41% | 194 | +2,413 | 5.56% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 44,904 | 2,289 | 0.03% | 0.02% | 195 | +13,247 | 41.85% | Q1 2026 | Apr 20, 2026 |
| Segment Wealth Management, LLC | History | New | 44,849 | 2,286 | 0.13% | — | 196 | +44,849 | New | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 44,483 | 2,267 | 0.01% | 0.01% | 197 | +1,189 | 2.75% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 44,248 | 2,255 | 0.02% | 0.02% | 198 | -53 | -0.12% | Q1 2026 | Apr 15, 2026 |
| PECAUT & CO. | History | Added to | 43,937 | 2,239 | 0.73% | 0.58% | 199 | +8,705 | 24.71% | Q1 2026 | May 11, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 43,908 | 2,238 | 0.78% | 0.76% | 200 | +9 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Second Line Capital, LLC | History | Added to | 43,508 | 2,218 | 0.42% | 0.45% | 201 | +197 | 0.45% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 43,357 | 2,210 | 0.03% | 0.03% | 202 | +8,332 | 23.79% | Q1 2026 | May 15, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 42,836 | 2,183 | 1.0% | 1.03% | 203 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| James J. Burns & Company, LLC | History | Added to | 42,261 | 2,154 | 0.29% | 0.11% | 204 | +26,433 | 167.0% | Q1 2026 | Apr 17, 2026 |
| Red Mountain Financial, LLC | History | Added to | 42,219 | 2,152 | 2.03% | 1.93% | 205 | +3,562 | 9.21% | Q1 2026 | Apr 28, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 41,906 | 2,136 | 0.75% | 0.81% | 206 | -5,568 | -11.73% | Q1 2026 | Apr 20, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 41,554 | 2,118 | 0.58% | 0.56% | 207 | +60 | 0.14% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 40,721 | 2,076 | 0.02% | 0.02% | 208 | -3,519 | -7.95% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 40,433 | 2,061 | 0.03% | 0.03% | 209 | +1,242 | 3.17% | Q1 2026 | Apr 14, 2026 |
| Firestone Capital Management | History | Added to | 40,339 | 2,056 | 0.43% | 0.11% | 210 | +30,279 | 300.98% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,267 | 2,052 | 0.01% | 0.01% | 211 | +3,981 | 10.97% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 40,225 | 2,050 | 0.13% | 0.14% | 212 | +34 | 0.08% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 236,612 | 2,034 | 0.09% | 0.05% | 213 | -15,962 | -6.32% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 39,661 | 2,021 | 0.0% | 0.0% | 214 | +6,950 | 21.25% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | No change | 39,600 | 2,018 | 0.11% | 0.12% | 215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 39,550 | 2,016 | 0.23% | 0.2% | 216 | +5,719 | 16.9% | Q1 2026 | Apr 29, 2026 |
| Carter Financial, LLC | History | Added to | 39,509 | 2,014 | 1.75% | 0.48% | 217 | +28,817 | 269.52% | Q1 2026 | May 13, 2026 |
| BFSG, LLC | History | Added to | 39,496 | 2,013 | 0.19% | 0.19% | 218 | +1,076 | 2.8% | Q1 2026 | Apr 28, 2026 |
| Circle Wealth Management, LLC | History | No change | 39,460 | 2,011 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 39,321 | 2,004 | 0.09% | 0.1% | 220 | +225 | 0.58% | Q1 2026 | Apr 24, 2026 |
| SteelPeak Wealth, LLC | History | New | 39,004 | 1,988 | 0.06% | — | 221 | +39,004 | New | Q1 2026 | May 05, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 38,643 | 1,970 | 0.28% | 0.55% | 222 | -39,088 | -50.29% | Q1 2026 | May 07, 2026 |
| LexAurum Advisors, LLC | History | New | 38,439 | 1,959 | 0.25% | — | 223 | +38,439 | New | Q1 2026 | Apr 13, 2026 |
| MY Wealth Management Inc. | History | Reduced | 37,958 | 1,930 | 1.87% | 5.28% | 224 | -80,917 | -68.07% | Q1 2026 | May 01, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 37,008 | 1,886 | 0.79% | 0.83% | 225 | -1,567 | -4.06% | Q1 2026 | May 15, 2026 |
| Bolthouse Investments, LLC | History | No change | 36,445 | 1,857 | 1.68% | 1.65% | 226 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 35,696 | 1,819 | 0.64% | 1.4% | 227 | -33,778 | -48.62% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 35,648 | 1,815 | 0.01% | 0.01% | 228 | +8,683 | 32.2% | Q1 2026 | May 15, 2026 |
| Causey Wealth LLC | History | Added to | 35,587 | 1,814 | 0.77% | 0.52% | 230 | +14,480 | 68.6% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 35,600 | 1,814 | 0.01% | 0.01% | 229 | +925 | 2.67% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 35,404 | 1,804 | 0.29% | 0.3% | 231 | +6 | 0.02% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 35,156 | 1,792 | 0.0% | 0.0% | 232 | +1,879 | 5.65% | Q1 2026 | May 08, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 35,128 | 1,790 | 0.41% | 0.35% | 233 | +4,684 | 15.39% | Q1 2026 | Apr 17, 2026 |
| Narus Financial Partners, LLC | History | Added to | 34,970 | 1,782 | 0.47% | 0.49% | 234 | +240 | 0.69% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 34,931 | 1,780 | 0.24% | 0.15% | 235 | +12,036 | 52.57% | Q1 2026 | Apr 27, 2026 |
| Bramshill Investments, LLC | History | No change | 34,847 | 1,776 | 0.15% | 0.1% | 236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kooman & Associates | History | Added to | 34,573 | 1,762 | 0.53% | 0.5% | 237 | +1,404 | 4.23% | Q1 2026 | Apr 21, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 34,327 | 1,749 | 0.29% | 0.43% | 238 | -15,673 | -31.35% | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,119 | 1,739 | 0.01% | 0.01% | 239 | +8,234 | 31.81% | Q1 2026 | May 08, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 32,967 | 1,680 | 0.13% | 0.14% | 240 | -1,841 | -5.29% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 32,901 | 1,677 | 0.09% | 0.06% | 241 | +13,590 | 70.37% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 32,501 | 1,657 | 0.0% | 0.0% | 242 | +11,000 | 51.16% | Q1 2026 | May 13, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 32,443 | 1,653 | 0.31% | 1.14% | 243 | -115,161 | -78.02% | Q1 2026 | May 11, 2026 |
| Legacy Private Trust Co. | History | Reduced | 31,543 | 1,608 | 0.1% | 0.2% | 244 | -35,607 | -53.03% | Q1 2026 | Apr 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 31,538 | 1,607 | 0.1% | 0.12% | 245 | -4,408 | -12.26% | Q1 2026 | Apr 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 31,485 | 1,605 | 0.05% | 0.05% | 246 | -229 | -0.72% | Q1 2026 | May 11, 2026 |
| Lakeridge Wealth Management LLC | History | New | 31,464 | 1,604 | 0.69% | — | 248 | +31,464 | New | Q1 2026 | Apr 08, 2026 |
| Aries Wealth Management | History | Added to | 31,470 | 1,604 | 0.35% | 0.22% | 247 | +11,800 | 59.99% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 31,295 | 1,595 | 0.87% | 0.85% | 249 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BayBridge Capital Group, LLC | History | No change | 31,115 | 1,584 | 0.98% | 0.98% | 250 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 30,801 | 1,570 | 0.02% | 0.01% | 251 | +19,312 | 168.09% | Q1 2026 | Apr 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 30,676 | 1,563 | 0.17% | 0.11% | 252 | +10,391 | 51.23% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 30,327 | 1,546 | 0.1% | 0.11% | 253 | -1,973 | -6.11% | Q1 2026 | Apr 28, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 30,160 | 1,537 | 0.41% | 0.6% | 254 | -11,813 | -28.14% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 30,085 | 1,533 | 0.01% | 0.02% | 255 | -8,389 | -21.8% | Q1 2026 | May 08, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 30,009 | 1,529 | 0.51% | 0.52% | 256 | -553 | -1.81% | Q1 2026 | Apr 27, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 29,930 | 1,525 | 0.07% | 0.19% | 258 | -51,839 | -63.4% | Q1 2026 | Apr 09, 2026 |
| MORGAN STANLEY | History | Added to | 29,924 | 1,525 | 0.0% | 0.0% | 257 | +4,765 | 18.94% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 29,933 | 1,525 | 0.01% | 0.01% | 259 | +3,132 | 11.69% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 29,833 | 1,520 | 0.69% | 0.68% | 260 | -274 | -0.91% | Q1 2026 | May 05, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 29,800 | 1,519 | 0.18% | 0.19% | 261 | -2,000 | -6.29% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 29,473 | 1,502 | 0.01% | 0.03% | 262 | -39,901 | -57.52% | Q1 2026 | May 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 29,312 | 1,494 | 0.56% | 0.6% | 263 | -449 | -1.51% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 29,288 | 1,493 | 1.2% | 1.26% | 264 | +295 | 1.02% | Q1 2026 | May 01, 2026 |
| Security Financial Services, INC. | History | No change | 29,015 | 1,478 | 0.23% | 0.23% | 265 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 28,572 | 1,456 | 0.33% | 0.33% | 266 | +2 | 0.01% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 28,543 | 1,455 | 0.0% | — | 267 | +28,543 | New | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 28,043 | 1,429 | 0.23% | 0.21% | 268 | +2,335 | 9.08% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 27,888 | 1,420 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 27,644 | 1,409 | 0.16% | 0.05% | 270 | +20,397 | 281.45% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 27,491 | 1,401 | 0.0% | 0.0% | 271 | +6,152 | 28.83% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 27,323 | 1,392 | 0.02% | 0.03% | 272 | -5,291 | -16.22% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 27,247 | 1,389 | 0.02% | 0.02% | 273 | +1,019 | 3.89% | Q1 2026 | May 01, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 26,944 | 1,373 | 0.11% | 0.14% | 274 | -7,714 | -22.26% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | New | 26,800 | 1,366 | 0.12% | — | 275 | +26,800 | New | Q1 2026 | May 06, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 26,522 | 1,352 | 1.03% | 1.36% | 276 | -10,175 | -27.73% | Q1 2026 | Apr 30, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 26,048 | 1,327 | 0.09% | 0.08% | 277 | +1,058 | 4.23% | Q1 2026 | May 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 25,991 | 1,325 | 0.02% | 0.02% | 278 | +3,308 | 14.58% | Q1 2026 | Apr 22, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 25,813 | 1,315 | 0.39% | 0.38% | 279 | +305 | 1.2% | Q1 2026 | May 05, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 25,223 | 1,285 | 0.43% | 0.44% | 280 | -700 | -2.7% | Q1 2026 | May 15, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 25,163 | 1,282 | 0.87% | 1.07% | 281 | -6,865 | -21.43% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 24,856 | 1,267 | 0.03% | 0.05% | 282 | +4,666 | 23.11% | Q1 2026 | Apr 27, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 24,800 | 1,264 | 0.61% | 1.11% | 283 | -20,350 | -45.07% | Q1 2026 | May 01, 2026 |
| NewSquare Capital LLC | History | Added to | 24,785 | 1,263 | 0.11% | 0.11% | 284 | +1,012 | 4.26% | Q1 2026 | May 08, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 24,743 | 1,261 | 0.3% | 0.34% | 285 | -1,013 | -3.93% | Q1 2026 | May 15, 2026 |
| KM Capital Management Ltd. | History | Reduced | 24,769 | 1,260 | 0.85% | 1.95% | 286 | -49,997 | -66.87% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | New | 24,483 | 1,248 | 0.01% | — | 287 | +24,483 | New | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 24,172 | 1,232 | 0.01% | 0.01% | 288 | +1,923 | 8.64% | Q1 2026 | May 15, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 24,064 | 1,226 | 0.14% | 0.27% | 289 | -22,217 | -48.0% | Q1 2026 | Apr 28, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 23,991 | 1,223 | 0.16% | 0.17% | 290 | -1,390 | -5.48% | Q1 2026 | Apr 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 23,856 | 1,216 | 0.01% | 0.01% | 291 | +4,166 | 21.16% | Q1 2026 | May 15, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 23,712 | 1,208 | 0.35% | 0.46% | 292 | -8,938 | -27.38% | Q1 2026 | Apr 28, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 23,002 | 1,172 | 0.05% | 0.05% | 293 | +485 | 2.15% | Q1 2026 | Apr 21, 2026 |
| United Advisor Group, LLC | History | Reduced | 22,933 | 1,169 | 0.14% | 0.17% | 294 | -3,584 | -13.52% | Q1 2026 | Apr 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 22,885 | 1,166 | 0.09% | 0.06% | 295 | +5,413 | 30.98% | Q1 2026 | Apr 20, 2026 |
| Bristlecone Value Partners, LLC | History | Reduced | 22,875 | 1,166 | 1.03% | 1.38% | 296 | -685 | -2.91% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 22,396 | 1,141 | 0.1% | 0.1% | 297 | -411 | -1.8% | Q1 2026 | Apr 30, 2026 |
| Essex Bank | History | Reduced | 22,265 | 1,134 | 0.25% | 0.25% | 298 | -196 | -0.87% | Q1 2026 | Apr 17, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 22,212 | 1,132 | 0.66% | 0.54% | 299 | +4,425 | 24.88% | Q1 2026 | Apr 21, 2026 |
| URS Advisory LLC | History | Reduced | 21,672 | 1,104 | 0.81% | 0.94% | 300 | -507 | -2.29% | Q1 2026 | Apr 23, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 21,072 | 1,074 | 0.48% | 0.86% | 301 | -19,854 | -48.51% | Q1 2026 | May 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 20,633 | 1,051 | 0.08% | 0.08% | 302 | +1,631 | 8.58% | Q1 2026 | May 13, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 20,301 | 1,034 | 0.69% | 0.62% | 303 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KWMG, LLC | History | Reduced | 20,263 | 1,033 | 0.09% | 0.1% | 304 | -2,312 | -10.24% | Q1 2026 | Apr 09, 2026 |
| Tranquility Partners, LLC | History | No change | 20,049 | 1,022 | 0.39% | 0.37% | 305 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| 1ST SOURCE BANK | History | New | 20,000 | 1,019 | 0.05% | — | 306 | +20,000 | New | Q1 2026 | May 04, 2026 |
| Allen Capital Group, LLC | History | No change | 19,813 | 1,009 | 0.09% | 0.09% | 307 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OLIO Financial Planning | History | Added to | 19,505 | 994 | 0.28% | 0.27% | 308 | +941 | 5.07% | Q1 2026 | Apr 14, 2026 |
| Stark Wealth Management LLC | History | No change | 19,502 | 993 | 3.73% | 3.73% | 309 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 19,312 | 984 | 0.17% | 0.14% | 310 | +2,839 | 17.23% | Q1 2026 | May 06, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 19,325 | 984 | 0.26% | 0.3% | 311 | -1,542 | -7.39% | Q1 2026 | Apr 21, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 19,188 | 978 | 0.63% | 0.55% | 312 | +2,854 | 17.47% | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 19,102 | 973 | 0.06% | 0.06% | 313 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 18,916 | 964 | 0.06% | 0.05% | 314 | +2,395 | 14.5% | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | No change | 18,907 | 963 | 0.08% | 0.08% | 315 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Directional Asset Management | History | Reduced | 18,872 | 962 | 0.88% | 1.89% | 316 | -23,481 | -55.44% | Q1 2026 | Apr 27, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 18,451 | 940 | 0.43% | 0.33% | 317 | -205 | -1.1% | Q1 2026 | May 05, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 18,351 | 935 | 0.06% | 0.04% | 318 | +7,774 | 73.5% | Q1 2026 | Apr 27, 2026 |
| WEBSTER BANK, N. A. | History | No change | 18,294 | 932 | 0.09% | 0.09% | 319 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 17,648 | 899 | 0.0% | — | 320 | +17,648 | New | Q1 2026 | May 14, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 17,570 | 895 | 0.78% | 0.77% | 321 | +472 | 2.76% | Q1 2026 | Apr 28, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 17,520 | 893 | 0.0% | — | 322 | +17,520 | New | Q1 2026 | May 15, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 17,225 | 878 | 0.26% | 0.26% | 323 | +474 | 2.83% | Q1 2026 | Apr 16, 2026 |
| Argent Advisors, Inc. | History | New | 16,973 | 865 | 0.24% | — | 324 | +16,973 | New | Q1 2026 | Apr 24, 2026 |
| Shum Financial Group, Inc. | History | Added to | 16,842 | 858 | 0.61% | 0.49% | 325 | +3,453 | 25.79% | Q1 2026 | Apr 22, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 16,743 | 853 | 0.04% | 0.04% | 326 | +1,131 | 7.24% | Q1 2026 | Apr 13, 2026 |
| Marion Wealth Management | History | No change | 16,708 | 851 | 0.19% | 0.19% | 327 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Entelevest, LLC | History | Reduced | 16,483 | 840 | 0.84% | 0.86% | 328 | -404 | -2.39% | Q1 2026 | May 04, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 16,213 | 826 | 0.31% | 0.31% | 329 | -525 | -3.14% | Q1 2026 | May 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 16,165 | 824 | 0.05% | 0.05% | 330 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Worth Asset Management, LLC | History | New | 16,141 | 822 | 0.31% | — | 331 | +16,141 | New | Q1 2026 | Apr 17, 2026 |
| BHK Investment Advisors, LLC | History | No change | 16,000 | 815 | 0.27% | 0.27% | 332 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PFW Advisors LLC | History | Added to | 15,955 | 813 | 0.26% | 0.19% | 333 | +3,868 | 32.0% | Q1 2026 | Apr 10, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 15,703 | 800 | 0.09% | 0.09% | 334 | +420 | 2.75% | Q1 2026 | May 15, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 15,647 | 797 | 0.31% | 0.33% | 335 | -90 | -0.57% | Q1 2026 | Apr 24, 2026 |
| Paladin Wealth, LLC | History | Added to | 15,627 | 796 | 0.55% | 0.42% | 336 | +3,530 | 29.18% | Q1 2026 | Apr 16, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 15,563 | 793 | 0.2% | 0.3% | 337 | -7,455 | -32.39% | Q1 2026 | Apr 10, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 15,436 | 786 | 0.05% | 0.04% | 338 | +2,000 | 14.89% | Q1 2026 | Apr 16, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 15,437 | 786 | 0.64% | 0.66% | 339 | +45 | 0.29% | Q1 2026 | May 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 15,051 | 767 | 0.05% | — | 340 | +15,051 | New | Q1 2026 | May 21, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 14,995 | 764 | 0.61% | 0.61% | 341 | +93 | 0.62% | Q1 2026 | Apr 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 14,895 | 759 | 0.01% | 0.0% | 342 | +9,804 | 192.58% | Q1 2026 | May 01, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 14,822 | 755 | 0.12% | 0.12% | 343 | +299 | 2.06% | Q1 2026 | May 07, 2026 |
| Indivisible Partners | History | Added to | 14,806 | 754 | 0.07% | 0.08% | 344 | +797 | 5.69% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 14,771 | 752 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 14,641 | 746 | 0.18% | 0.18% | 346 | -234 | -1.57% | Q1 2026 | May 11, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 14,600 | 744 | 0.18% | 0.23% | 347 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 14,545 | 741 | 0.56% | 0.46% | 348 | +3,300 | 29.35% | Q1 2026 | Apr 21, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 14,329 | 730 | 0.21% | 0.25% | 349 | -2,046 | -12.49% | Q1 2026 | Apr 08, 2026 |
| Strategic Blueprint, LLC | History | Added to | 14,204 | 724 | 0.04% | 0.04% | 350 | +4 | 0.03% | Q1 2026 | Apr 29, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 14,181 | 724 | 0.7% | 0.7% | 351 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | Added to | 14,189 | 723 | 0.13% | 0.04% | 352 | +10,022 | 240.51% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,013 | 714 | 0.0% | — | 353 | +14,013 | New | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 13,781 | 702 | 0.02% | 0.02% | 354 | +2 | 0.01% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Reduced | 13,592 | 692 | 0.02% | 0.15% | 355 | -82,649 | -85.88% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 13,350 | 680 | 0.17% | 0.53% | 356 | -24,894 | -65.09% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,227 | 674 | 0.02% | 0.02% | 357 | -264 | -1.96% | Q1 2026 | Apr 28, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 13,223 | 674 | 0.18% | 0.18% | 358 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Acropolis Investment Management, LLC | History | No change | 13,148 | 670 | 0.03% | 0.03% | 359 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Old Port Advisors | History | Added to | 13,027 | 664 | 0.15% | 0.15% | 360 | +758 | 6.18% | Q1 2026 | Apr 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,979 | 661 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 12,893 | 657 | 0.35% | 0.35% | 362 | +400 | 3.2% | Q1 2026 | May 08, 2026 |
| Souders Financial Advisors | History | Added to | 12,842 | 654 | 0.07% | 0.06% | 363 | +1,824 | 16.55% | Q1 2026 | May 04, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 12,773 | 651 | 0.11% | 0.09% | 364 | +2,485 | 24.15% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | New | 12,646 | 644 | 0.02% | — | 365 | +12,646 | New | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,412 | 632 | 0.01% | 0.02% | 366 | -13,983 | -52.98% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | No change | 12,245 | 624 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 12,100 | 616 | 0.19% | 0.19% | 368 | -33 | -0.27% | Q1 2026 | Apr 16, 2026 |
| Claro Advisors Inc. | History | Reduced | 11,870 | 605 | 0.07% | 0.11% | 369 | -3,689 | -23.71% | Q1 2026 | Apr 21, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 11,750 | 599 | 0.04% | 0.04% | 370 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ProCore Advisors, LLC | History | Added to | 11,700 | 596 | 0.91% | 0.3% | 371 | +5,890 | 101.38% | Q1 2026 | Apr 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 11,678 | 595 | 0.08% | 0.09% | 372 | +153 | 1.33% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | New | 11,403 | 581 | 0.01% | — | 373 | +11,403 | New | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 11,352 | 578 | 0.13% | 0.16% | 374 | -2,691 | -19.16% | Q1 2026 | Apr 10, 2026 |
| Apella Capital, LLC | History | Reduced | 11,077 | 564 | 0.01% | 0.02% | 375 | -5,384 | -32.71% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | New | 10,916 | 556 | 0.0% | — | 378 | +10,916 | New | Q1 2026 | May 15, 2026 |
| Family Office Research LLC | History | Added to | 10,908 | 556 | 0.24% | 0.23% | 377 | +69 | 0.64% | Q1 2026 | May 13, 2026 |
| Ruggaard & Associates LLC | History | No change | 10,920 | 556 | 0.22% | 0.22% | 376 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 10,886 | 554 | 0.04% | 0.03% | 379 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 10,765 | 548 | 0.26% | 0.27% | 380 | -150 | -1.37% | Q1 2026 | May 12, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 10,732 | 547 | 0.27% | — | 381 | +10,732 | New | Q1 2026 | Apr 09, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 10,709 | 545 | 0.03% | 0.02% | 382 | +3,078 | 40.34% | Q1 2026 | May 15, 2026 |
| Redmond Asset Management, LLC | History | No change | 10,600 | 540 | 0.15% | 0.14% | 383 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Carnegie Investment Counsel | History | No change | 10,589 | 539 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 10,514 | 536 | 0.1% | 0.28% | 385 | -19,051 | -64.44% | Q1 2026 | May 01, 2026 |
| Hartford Financial Management Inc. | History | No change | 10,436 | 532 | 0.14% | 0.14% | 386 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 10,405 | 530 | 0.35% | 0.53% | 388 | -10,826 | -50.99% | Q1 2026 | May 14, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 10,397 | 530 | 0.07% | 0.07% | 387 | -700 | -6.31% | Q1 2026 | Apr 16, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,386 | 529 | 0.01% | 0.01% | 389 | +121 | 1.18% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | New | 10,254 | 522 | 0.03% | — | 390 | +10,254 | New | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,131 | 516 | 0.01% | 0.01% | 391 | -121 | -1.18% | Q1 2026 | May 15, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 10,120 | 515 | 0.13% | 0.13% | 392 | -157 | -1.53% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,990 | 509 | 0.01% | 0.01% | 393 | -2,071 | -17.17% | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 10,000 | 509 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFC Advisors LLC | History | No change | 10,000 | 509 | 0.07% | 0.07% | 395 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 9,919 | 505 | 0.0% | 0.0% | 396 | +1,539 | 18.37% | Q1 2026 | May 08, 2026 |
| Westmount Partners, LLC | History | New | 9,900 | 504 | 0.12% | — | 398 | +9,900 | New | Q1 2026 | Apr 16, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 9,890 | 504 | 0.18% | 0.19% | 397 | -395 | -3.84% | Q1 2026 | Apr 21, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 9,821 | 500 | 0.3% | 0.27% | 400 | +1,472 | 17.63% | Q1 2026 | Apr 23, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 9,815 | 500 | 0.11% | 0.11% | 399 | +391 | 4.15% | Q1 2026 | May 13, 2026 |
| ENTREWEALTH, LLC | History | New | 9,773 | 498 | 0.22% | — | 401 | +9,773 | New | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 9,759 | 497 | 0.09% | 0.09% | 402 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Occidental Asset Management, LLC | History | New | 9,656 | 492 | 0.06% | — | 403 | +9,656 | New | Q1 2026 | Apr 15, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 9,645 | 491 | 0.19% | 0.21% | 404 | -162 | -1.65% | Q1 2026 | Apr 08, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 9,550 | 486 | 0.03% | 0.03% | 405 | +2,000 | 26.49% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 9,483 | 483 | 0.05% | — | 406 | +9,483 | New | Q1 2026 | May 22, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 9,167 | 467 | 0.19% | 0.49% | 407 | -13,322 | -59.24% | Q1 2026 | May 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 9,147 | 466 | 0.14% | — | 408 | +9,147 | New | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | No change | 9,106 | 464 | 0.05% | 0.05% | 409 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Brown Financial Advisors | History | Added to | 9,085 | 463 | 0.18% | 0.11% | 410 | +2,943 | 47.92% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 9,070 | 462 | 0.08% | 0.04% | 411 | +4,048 | 80.61% | Q1 2026 | May 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 9,045 | 461 | 0.01% | 0.01% | 412 | -5,356 | -37.19% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 9,027 | 460 | 0.05% | 0.06% | 413 | -2,762 | -23.43% | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | Added to | 8,930 | 454 | 0.09% | 0.0% | 414 | +8,887 | 20667.44% | Q1 2026 | May 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 8,865 | 451 | 0.21% | 0.21% | 415 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 8,822 | 449 | 0.25% | 0.17% | 416 | +2,862 | 48.02% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Added to | 8,794 | 448 | 0.02% | 0.02% | 418 | +1,870 | 27.01% | Q1 2026 | Apr 30, 2026 |
| Curbstone Financial Management Corp | History | No change | 8,800 | 448 | 0.09% | 0.09% | 417 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 8,800 | 448 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 8,756 | 446 | 0.07% | 0.04% | 420 | +3,573 | 68.94% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 8,613 | 439 | 0.18% | 0.46% | 422 | -14,302 | -62.41% | Q1 2026 | Apr 22, 2026 |
| Sincerus Advisory, LLC | History | Added to | 8,630 | 439 | 0.33% | 0.35% | 423 | +104 | 1.22% | Q1 2026 | Apr 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 8,620 | 439 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 8,452 | 430 | 0.06% | 0.07% | 424 | -2,042 | -19.46% | Q1 2026 | Apr 21, 2026 |
| Financially in Tune, LLC | History | New | 8,355 | 425 | 0.37% | — | 426 | +8,355 | New | Q1 2026 | Apr 22, 2026 |
| Brookwood Investment Group LLC | History | No change | 8,340 | 425 | 0.05% | 0.05% | 425 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 8,110 | 413 | 0.0% | 0.0% | 427 | +1,316 | 19.37% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 8,077 | 411 | 0.03% | — | 428 | +8,077 | New | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 8,009 | 408 | 0.01% | 0.0% | 429 | +7,972 | 21545.95% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,929 | 404 | 0.0% | 0.0% | 430 | -399 | -4.79% | Q1 2026 | Apr 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,897 | 402 | 0.01% | 1.24% | 431 | -1,010,482 | -99.22% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | No change | 7,855 | 400 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| M Wealth Management, LLC | History | Added to | 7,812 | 398 | 0.34% | 0.34% | 433 | +48 | 0.62% | Q1 2026 | May 15, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 7,792 | 397 | 0.15% | 0.18% | 434 | -1,960 | -20.1% | Q1 2026 | Apr 30, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,682 | 391 | 0.01% | 0.02% | 435 | -2,474 | -24.36% | Q1 2026 | May 14, 2026 |
| 1015 Capital Partners, LLC | History | No change | 7,680 | 391 | 0.38% | 0.38% | 436 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 7,544 | 384 | 0.28% | 0.22% | 437 | +783 | 11.58% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | No change | 7,493 | 381 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bison Wealth, LLC | History | Reduced | 7,463 | 379 | 0.04% | 0.05% | 439 | -597 | -7.41% | Q1 2026 | May 15, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 7,416 | 378 | 0.3% | 0.4% | 440 | -2,015 | -21.37% | Q1 2026 | May 05, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 7,409 | 377 | 0.06% | 0.05% | 441 | -3,055 | -29.2% | Q1 2026 | Apr 24, 2026 |
| Argent Trust Co | History | No change | 7,387 | 376 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 7,224 | 368 | 0.07% | 0.08% | 443 | -661 | -8.38% | Q1 2026 | Apr 15, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 7,215 | 367 | 0.1% | 0.11% | 444 | -368 | -4.85% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,149 | 364 | 0.0% | 0.01% | 445 | -3,050 | -29.9% | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 7,140 | 363 | 0.04% | 0.05% | 446 | -516 | -6.74% | Q1 2026 | May 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6,950 | 354 | 0.04% | 0.04% | 447 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Archford Capital Strategies, LLC | History | No change | 6,899 | 351 | 0.04% | 0.04% | 448 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CAP Partners, LLC | History | Added to | 6,840 | 348 | 0.2% | 0.18% | 449 | +677 | 10.98% | Q1 2026 | Apr 28, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 6,817 | 347 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ballentine Partners, LLC | History | Reduced | 6,774 | 345 | 0.0% | 0.0% | 451 | -9 | -0.13% | Q1 2026 | May 14, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 6,751 | 344 | 0.18% | — | 452 | +6,751 | New | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 6,742 | 343 | 0.08% | 0.07% | 453 | +1,159 | 20.76% | Q1 2026 | Apr 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 6,684 | 340 | 0.12% | 0.11% | 454 | +21 | 0.32% | Q1 2026 | May 12, 2026 |
| AIFG Consultants Ltd. | History | No change | 6,672 | 339 | 0.58% | 0.58% | 455 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Impact Capital Partners LLC | History | Added to | 6,614 | 337 | 0.1% | 0.1% | 456 | +43 | 0.65% | Q1 2026 | Apr 10, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,574 | 334 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fullerton Advisors, LLC | History | Added to | 6,537 | 333 | 0.34% | 0.28% | 458 | +976 | 17.55% | Q1 2026 | Apr 21, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 6,479 | 330 | 0.03% | 0.04% | 459 | -2,242 | -25.71% | Q1 2026 | Apr 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 6,440 | 328 | 0.11% | 0.12% | 460 | -520 | -7.47% | Q1 2026 | Apr 10, 2026 |
| Balefire, LLC | History | New | 6,410 | 326 | 0.06% | — | 462 | +6,410 | New | Q1 2026 | May 07, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 6,398 | 326 | 0.06% | 0.04% | 461 | +1,957 | 44.07% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,370 | 324 | 0.01% | 0.01% | 463 | +1,305 | 25.77% | Q1 2026 | May 19, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 6,340 | 323 | 0.12% | 0.09% | 465 | +1,580 | 33.19% | Q1 2026 | Apr 14, 2026 |
| Global Trust Asset Management, LLC | History | No change | 6,350 | 323 | 0.12% | 0.13% | 464 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 6,276 | 319 | 0.09% | 0.1% | 466 | -495 | -7.31% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,135 | 312 | 0.02% | 0.03% | 467 | -1,050 | -14.61% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,115 | 311 | 0.01% | 0.01% | 468 | -1,533 | -20.04% | Q1 2026 | Apr 23, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 6,000 | 305 | 0.09% | 0.09% | 469 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rothschild Capital Partners, LLC | History | New | 5,980 | 304 | 0.07% | — | 471 | +5,980 | New | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 5,973 | 304 | 0.02% | 0.02% | 470 | -164 | -2.67% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | New | 5,963 | 303 | 0.0% | — | 472 | +5,963 | New | Q1 2026 | May 18, 2026 |
| Choice Wealth Advisors LLC | History | No change | 5,900 | 300 | 0.12% | 0.12% | 473 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 5,861 | 298 | 0.04% | 0.14% | 474 | -13,734 | -70.09% | Q1 2026 | Apr 08, 2026 |
| Gerald Baker Financial Group LLC | History | New | 5,836 | 297 | 0.09% | — | 475 | +5,836 | New | Q1 2026 | May 06, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 5,809 | 296 | 0.92% | — | 476 | +5,809 | New | Q1 2026 | May 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 5,709 | 291 | 0.0% | 0.0% | 477 | +5 | 0.09% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,668 | 288 | 0.01% | 0.02% | 478 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Triumph Capital Management | History | Added to | 5,535 | 282 | 0.06% | 0.02% | 480 | +3,650 | 193.63% | Q1 2026 | May 13, 2026 |
| Private Wealth Group, LLC | History | Added to | 5,544 | 282 | 0.13% | 0.13% | 479 | +95 | 1.74% | Q1 2026 | Apr 23, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 5,465 | 278 | 0.29% | 0.29% | 481 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Brooklyn Investment Group | History | New | 5,448 | 277 | 0.01% | — | 482 | +5,448 | New | Q1 2026 | Apr 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,205 | 265 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colonial River Investments, LLC | History | Added to | 5,134 | 261 | 0.09% | 0.09% | 484 | +254 | 5.2% | Q1 2026 | Apr 27, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 5,068 | 258 | 0.05% | 0.05% | 485 | +32 | 0.64% | Q1 2026 | Apr 13, 2026 |
| Mason & Associates Inc | History | Reduced | 5,057 | 257 | 0.05% | 0.07% | 487 | -2,526 | -33.31% | Q1 2026 | Apr 30, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 5,046 | 257 | 0.14% | 0.12% | 486 | +448 | 9.74% | Q1 2026 | May 08, 2026 |
| New Capital Management LP | History | Reduced | 5,003 | 255 | 0.06% | 0.45% | 489 | -29,812 | -85.63% | Q1 2026 | Apr 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 5,026 | 255 | 0.01% | 0.09% | 488 | -25,940 | -83.77% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 4,838 | 246 | 0.06% | 0.2% | 490 | +550 | 12.83% | Q1 2026 | May 12, 2026 |
| Herold Advisors, Inc. | History | Reduced | 4,802 | 244 | 0.05% | 0.06% | 491 | -748 | -13.48% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 4,736 | 241 | 0.01% | 0.01% | 492 | -1,073 | -18.47% | Q1 2026 | May 05, 2026 |
| Harbor Group, Inc. | History | Added to | 4,740 | 241 | 0.03% | 0.04% | 493 | +29 | 0.62% | Q1 2026 | Apr 10, 2026 |
| Curi Capital, LLC | History | No change | 4,712 | 240 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 4,700 | 239 | 0.03% | 0.03% | 495 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 4,679 | 238 | 0.02% | 0.02% | 496 | -798 | -14.57% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 4,654 | 237 | 0.0% | 0.0% | 497 | +3,228 | 226.37% | Q1 2026 | May 13, 2026 |
| Weaver Consulting Group | History | No change | 4,650 | 237 | 0.06% | 0.06% | 498 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 4,618 | 235 | 0.01% | — | 499 | +4,618 | New | Q1 2026 | Apr 28, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | New | 4,525 | 230 | 0.1% | — | 500 | +4,525 | New | Q1 2026 | Apr 22, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 4,493 | 229 | 0.13% | 0.12% | 502 | -67 | -1.47% | Q1 2026 | May 14, 2026 |
| SYKON CAPITAL LLC | History | No change | 4,500 | 229 | 0.08% | 0.07% | 501 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Saiph Capital, LLC | History | No change | 4,500 | 229 | 0.09% | 0.08% | 503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,483 | 228 | 0.0% | — | 505 | +4,483 | New | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,492 | 228 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 4,448 | 226 | 0.07% | 0.06% | 506 | +92 | 2.11% | Q1 2026 | Apr 22, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 4,421 | 225 | 0.21% | 0.26% | 507 | -763 | -14.72% | Q1 2026 | Apr 27, 2026 |
| Semus Wealth Partners LLC | History | Added to | 4,334 | 220 | 0.12% | 0.12% | 508 | +27 | 0.63% | Q1 2026 | Apr 24, 2026 |
| First Citizens Financial Corp | History | Added to | 4,273 | 217 | 0.1% | 0.1% | 509 | +281 | 7.04% | Q1 2026 | Apr 07, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 4,248 | 216 | 0.09% | 0.1% | 510 | -376 | -8.13% | Q1 2026 | May 12, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 4,205 | 214 | 0.04% | 0.29% | 511 | -23,099 | -84.6% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,188 | 213 | 0.01% | 0.01% | 512 | +562 | 15.5% | Q1 2026 | May 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 4,115 | 209 | 0.17% | — | 513 | +4,115 | New | Q1 2026 | Apr 29, 2026 |
| NORTHERN TRUST CORP | History | New | 4,022 | 205 | 0.0% | — | 515 | +4,022 | New | Q1 2026 | May 14, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 4,025 | 205 | 0.04% | 0.09% | 514 | -4,000 | -49.84% | Q1 2026 | Apr 10, 2026 |
| Cypress Capital Group | History | New | 4,000 | 203 | 0.02% | — | 516 | +4,000 | New | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | New | 3,989 | 203 | 0.03% | — | 517 | +3,989 | New | Q1 2026 | May 11, 2026 |
| Pathway Financial Advisors LLC | History | No change | 3,973 | 202 | 0.02% | 0.03% | 518 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MCF Advisors LLC | History | New | 3,770 | 192 | 0.01% | — | 519 | +3,770 | New | Q1 2026 | May 11, 2026 |
| Transce3nd, LLC | History | Reduced | 3,747 | 191 | 1.7% | 1.61% | 520 | -174 | -4.44% | Q1 2026 | May 07, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 3,650 | 186 | 0.04% | 0.03% | 521 | +1,000 | 37.74% | Q1 2026 | May 05, 2026 |
| Hills Bank & Trust Co | History | No change | 3,574 | 182 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,259 | 166 | 0.08% | 0.08% | 523 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2,940 | 149 | 0.14% | — | 524 | +2,940 | New | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | No change | 2,860 | 145 | 0.02% | 0.02% | 525 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,790 | 142 | 0.05% | 0.05% | 526 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,600 | 132 | 0.08% | 0.08% | 527 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GGM Financial LLC | History | Added to | 2,584 | 131 | 0.06% | 0.06% | 528 | +16 | 0.62% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | Added to | 2,450 | 124 | 0.01% | 0.01% | 529 | +16 | 0.66% | Q1 2026 | May 12, 2026 |
| Cornerstone Financial Management LLC | History | No change | 2,450 | 124 | 0.11% | 0.12% | 530 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,975 | 100 | 0.05% | 0.06% | 531 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Park Place Capital Corp | History | Added to | 1,768 | 90 | 0.02% | 0.02% | 532 | +11 | 0.63% | Q1 2026 | Apr 09, 2026 |
| EPG Wealth Management LLC | History | Reduced | 1,678 | 85 | 0.02% | 0.02% | 533 | -90 | -5.09% | Q1 2026 | May 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 1,629 | 83 | 0.06% | 0.04% | 534 | +450 | 38.17% | Q1 2026 | May 13, 2026 |
| Clark Wealth Partners | History | Added to | 1,637 | 83 | 0.06% | 0.05% | 535 | +10 | 0.61% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,393 | 71 | 0.06% | 0.06% | 536 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,155 | 58 | 0.0% | 0.0% | 539 | +7 | 0.61% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | No change | 1,153 | 58 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,145 | 58 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 1,026 | 52 | 0.02% | — | 540 | +1,026 | New | Q1 2026 | Apr 24, 2026 |
| Rice Partnership, LLC | History | Reduced | 944 | 48 | 0.01% | 0.01% | 541 | -38 | -3.87% | Q1 2026 | May 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 869 | 44 | 0.05% | 0.06% | 542 | -192 | -18.1% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 833 | 42 | 0.01% | 0.01% | 543 | +5 | 0.6% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 787 | 40 | 0.01% | 0.01% | 544 | +7 | 0.9% | Q1 2026 | May 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 701 | 35 | 0.0% | — | 545 | +701 | New | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 502 | 25 | 0.0% | 0.0% | 546 | +161 | 47.21% | Q1 2026 | Apr 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 475 | 24 | 0.0% | 0.0% | 547 | -105 | -18.1% | Q1 2026 | May 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 440 | 22 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 365 | 18 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | No change | 298 | 15 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 244 | 12 | 0.01% | 0.01% | 552 | -130 | -34.76% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 239 | 12 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 227 | 11 | 0.01% | — | 553 | +227 | New | Q1 2026 | Apr 22, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 153 | 7 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 39 | 1 | 0.0% | 0.0% | 556 | -50 | -56.18% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 26 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.55% | — | -119,865 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -93,628 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Evergreen Wealth Partners LLC | History | Closed out | 0 | 0 | — | 2.43% | — | -56,579 | -100.0% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,118 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.04% | — | -34,138 | -100.0% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,773 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,467 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.85% | — | -21,562 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -19,659 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,654 | -100.0% | Q1 2026 | May 15, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -19,002 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,139 | -100.0% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,185 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -12,580 | -100.0% | Q1 2026 | May 04, 2026 |
| Seneca House Advisors | History | Closed out | 0 | 0 | — | 0.18% | — | -9,250 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,402 | -100.0% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,032 | -100.0% | Q1 2026 | May 05, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,700 | -100.0% | Q1 2026 | Apr 08, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,770 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Enclave Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,752 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,407 | -100.0% | Q1 2026 | May 15, 2026 |
| Towneley Capital Management, Inc / DE | History | Closed out | 0 | 0 | — | 0.05% | — | -4,909 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WealthTrak Capital Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,783 | -100.0% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,726 | -100.0% | Q1 2026 | May 20, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,698 | -100.0% | Q1 2026 | May 15, 2026 |
| Ergawealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -4,559 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,236 | -100.0% | Q1 2026 | Apr 16, 2026 |
| DecisionMap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,033 | -100.0% | Q1 2026 | Apr 15, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,995 | -100.0% | Q1 2026 | May 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,565 | -100.0% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -424 | -100.0% | Q1 2026 | May 04, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -349 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q1 2026 | May 08, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -97 | -91.51% | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |