J.P. Morgan Exchange-Traded Fund Trust - JMUB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 12,848,462 | 641,780 | 0.04% | 0.04% | 1 | -743,639 | -5.47% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 6,205,269 | 310,201 | 0.08% | 0.08% | 2 | +673,345 | 12.17% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,769,633 | 238,433 | 0.15% | 0.13% | 3 | +609,927 | 14.66% | Q1 2026 | May 07, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 4,262,379 | 213,076 | 8.91% | 6.98% | 4 | +1,044,894 | 32.48% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 3,635,444 | 181,735 | 0.19% | 0.16% | 5 | +761,782 | 26.51% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,874,466 | 143,700 | 0.03% | 0.03% | 6 | +119,001 | 4.32% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,735,757 | 136,760 | 0.01% | 0.01% | 7 | +529,795 | 24.02% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,268,233 | 113,683 | 0.23% | 0.19% | 8 | -449,393 | -16.54% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,913,312 | 95,646 | 0.03% | 0.02% | 9 | +312,652 | 19.53% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,738,543 | 86,909 | 0.03% | 0.03% | 10 | -203,414 | -10.47% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,419,775 | 70,805 | 0.03% | 0.02% | 11 | +664,233 | 87.91% | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 1,405,829 | 70,277 | 4.51% | 4.04% | 12 | +158,953 | 12.75% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,282,009 | 64,087 | 0.11% | 0.12% | 13 | +69,089 | 5.7% | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,268,632 | 63,418 | 1.2% | 1.17% | 14 | +38,093 | 3.1% | Q1 2026 | May 01, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 1,241,164 | 62,045 | 1.7% | 1.77% | 15 | -10,236 | -0.82% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 1,165,257 | 58,251 | 0.0% | 0.0% | 16 | +413,837 | 55.07% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,004,237 | 50,201 | 0.4% | 0.37% | 17 | +386,302 | 62.51% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 976,679 | 48,824 | 0.07% | 0.07% | 18 | +80,138 | 8.94% | Q1 2026 | May 15, 2026 |
| Asio Capital, LLC | History | Added to | 918,139 | 45,897 | 6.44% | 4.59% | 19 | +276,263 | 43.04% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 878,104 | 43,896 | 0.08% | 0.07% | 20 | +82,299 | 10.34% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 876,735 | 43,827 | 0.37% | 0.28% | 21 | +131,059 | 17.58% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 824,543 | 41,218 | 0.04% | 0.04% | 22 | +14,724 | 1.82% | Q1 2026 | May 05, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 797,923 | 39,888 | 9.7% | 9.52% | 23 | +16,373 | 2.09% | Q1 2026 | May 12, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 797,261 | 39,855 | 0.35% | 0.2% | 24 | +392,171 | 96.81% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Added to | 775,337 | 38,759 | 0.76% | 0.71% | 25 | +58,732 | 8.2% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 734,664 | 37,100 | 0.24% | 0.24% | 26 | +40,791 | 5.88% | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 722,425 | 36,114 | 8.13% | 8.24% | 27 | +11,107 | 1.56% | Q1 2026 | Apr 02, 2026 |
| BAILARD, INC. | History | Reduced | 680,094 | 33,997 | 0.78% | 0.89% | 28 | -114,451 | -14.4% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 676,289 | 33,756 | 0.05% | 0.05% | 29 | -63,650 | -8.6% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 656,427 | 32,814 | 0.0% | 0.0% | 30 | +570,812 | 666.72% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 653,639 | 32,675 | 0.18% | 0.19% | 31 | +16,216 | 2.54% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 632,187 | 31,603 | 0.08% | 0.07% | 32 | +117,110 | 22.74% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 625,027 | 31,245 | 0.24% | — | 33 | +625,027 | New | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 619,097 | 30,948 | 0.06% | 0.06% | 34 | -9,965 | -1.58% | Q1 2026 | May 06, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 591,139 | 29,551 | 2.44% | 2.35% | 35 | +60,992 | 11.5% | Q1 2026 | May 05, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 580,164 | 29,135 | 1.73% | 1.5% | 36 | +124,986 | 27.46% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 564,091 | 28,198 | 0.08% | 0.07% | 37 | -3,172 | -0.56% | Q1 2026 | May 04, 2026 |
| ABLE Financial Group, LLC | History | Added to | 491,448 | 24,567 | 4.81% | 4.7% | 38 | +33,687 | 7.36% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 485,196 | 24,254 | 0.03% | 0.03% | 39 | +47,596 | 10.88% | Q1 2026 | Apr 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 481,579 | 24,074 | 0.34% | 0.2% | 40 | +245,980 | 104.41% | Q1 2026 | May 11, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 480,429 | 24,016 | 1.94% | 1.55% | 41 | +111,139 | 30.1% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 479,135 | 23,951 | 0.76% | 0.73% | 42 | +43,847 | 10.07% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 476,674 | 23,828 | 0.75% | 0.78% | 43 | +49,705 | 11.64% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | Added to | 475,253 | 23,757 | 0.24% | 0.24% | 44 | +20,604 | 4.53% | Q1 2026 | Apr 13, 2026 |
| Nolet Wealth Management, LLC | History | Reduced | 468,963 | 23,443 | 13.34% | 13.81% | 45 | -21,493 | -4.38% | Q1 2026 | May 05, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 448,927 | 22,441 | 4.85% | 4.8% | 46 | +26,027 | 6.15% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 434,233 | 21,707 | 0.0% | 0.0% | 47 | +238,476 | 121.82% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 432,972 | 21,644 | 0.03% | 0.03% | 48 | -2,376 | -0.55% | Q1 2026 | Apr 27, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 413,210 | 20,656 | 2.31% | 2.35% | 49 | +10,488 | 2.6% | Q1 2026 | Apr 29, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 384,602 | 19,226 | 1.6% | 1.41% | 50 | +50,744 | 15.2% | Q1 2026 | Apr 13, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 380,546 | 19,023 | 7.55% | 7.32% | 51 | -9,671 | -2.48% | Q1 2026 | Apr 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 378,881 | 18,940 | 2.75% | 3.62% | 52 | -86,083 | -18.51% | Q1 2026 | May 14, 2026 |
| Stephens Consulting, LLC | History | No change | 372,925 | 18,832 | 6.09% | 6.09% | 53 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Summit Financial, LLC | History | Added to | 355,384 | 17,765 | 0.23% | 0.21% | 54 | +68,316 | 23.8% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Reduced | 351,481 | 17,570 | 1.39% | 1.41% | 55 | -1,218 | -0.35% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 339,078 | 16,950 | 0.09% | 0.13% | 56 | -101,976 | -23.12% | Q1 2026 | May 15, 2026 |
| CFO4Life Group, LLC | History | Added to | 325,661 | 16,279 | 2.48% | 2.33% | 57 | +2,463 | 0.76% | Q1 2026 | May 11, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 323,783 | 16,185 | 1.8% | 1.49% | 58 | +56,598 | 21.18% | Q1 2026 | May 07, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 316,909 | 15,842 | 2.51% | 1.73% | 59 | +116,601 | 58.21% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 310,917 | 15,543 | 0.04% | 0.04% | 60 | -16,402 | -5.01% | Q1 2026 | Apr 30, 2026 |
| Harbor Group, Inc. | History | Added to | 309,076 | 15,450 | 2.23% | 1.12% | 61 | +160,993 | 108.72% | Q1 2026 | Apr 10, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 297,350 | 14,864 | 11.13% | 10.95% | 62 | +27,224 | 10.08% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 294,227 | 14,708 | 0.24% | 0.25% | 63 | +12,554 | 4.46% | Q1 2026 | Apr 22, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 288,195 | 14,406 | 1.59% | 1.42% | 64 | +38,158 | 15.26% | Q1 2026 | May 11, 2026 |
| Clear Trail Advisors, LLC | History | New | 285,209 | 14,257 | 2.37% | — | 65 | +285,209 | New | Q1 2026 | Apr 17, 2026 |
| Hartford Financial Management Inc. | History | Added to | 284,481 | 14,221 | 3.62% | 3.53% | 66 | +15,202 | 5.65% | Q1 2026 | Apr 15, 2026 |
| Savant Capital, LLC | History | Added to | 282,023 | 14,098 | 0.07% | 0.07% | 67 | +43,800 | 18.39% | Q1 2026 | May 04, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 280,702 | 14,032 | 0.59% | 0.5% | 68 | +27,520 | 10.87% | Q1 2026 | Apr 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 277,004 | 13,847 | 1.12% | 1.04% | 69 | +8,241 | 3.07% | Q1 2026 | Apr 10, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 271,206 | 13,557 | 1.11% | 1.2% | 70 | -13,392 | -4.71% | Q1 2026 | May 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 262,256 | 13,110 | 1.1% | 1.05% | 71 | +4,588 | 1.78% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 258,177 | 12,906 | 0.05% | 0.04% | 72 | +45,761 | 21.54% | Q1 2026 | May 14, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 250,340 | 12,642 | 3.0% | 3.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 247,726 | 12,383 | 0.23% | 0.2% | 74 | +26,388 | 11.92% | Q1 2026 | May 07, 2026 |
| Leverty Financial Group, LLC | History | Added to | 244,105 | 12,202 | 2.7% | 2.75% | 75 | +16,144 | 7.08% | Q1 2026 | Apr 09, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 236,875 | 11,841 | 3.37% | 3.51% | 76 | +10,702 | 4.73% | Q1 2026 | Apr 27, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 234,829 | 11,739 | 1.7% | 1.59% | 77 | +16,244 | 7.43% | Q1 2026 | May 13, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 232,191 | 11,607 | 2.32% | 3.77% | 78 | -123,727 | -34.76% | Q1 2026 | Apr 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 229,526 | 11,474 | 0.04% | 0.05% | 79 | -127,877 | -35.78% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 227,954 | 11,395 | 0.0% | 0.0% | 80 | +213,003 | 1424.67% | Q1 2026 | May 15, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 225,720 | 11,283 | 1.58% | 1.58% | 81 | -229 | -0.1% | Q1 2026 | Apr 30, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 217,554 | 10,875 | 1.03% | 0.98% | 82 | +6,233 | 2.95% | Q1 2026 | Apr 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 211,011 | 10,549 | 0.13% | 0.09% | 83 | +67,785 | 47.33% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 208,705 | 10,433 | 0.06% | 0.05% | 84 | +14,723 | 7.59% | Q1 2026 | Apr 30, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 208,139 | 10,404 | 0.71% | 0.58% | 85 | +23,853 | 12.94% | Q1 2026 | May 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 207,543 | 10,375 | 0.05% | 0.04% | 86 | +47,972 | 30.06% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 204,242 | 10,210 | 0.01% | 0.01% | 87 | +13,423 | 7.03% | Q1 2026 | May 12, 2026 |
| Dodds Wealth, LLC | History | Added to | 202,206 | 10,108 | 2.48% | 1.63% | 88 | +70,647 | 53.7% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Added to | 199,669 | 9,981 | 0.26% | 0.26% | 89 | +15,861 | 8.63% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 199,446 | 9,970 | 0.46% | 0.31% | 90 | +59,921 | 42.95% | Q1 2026 | May 06, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 198,921 | 9,944 | 2.03% | 1.83% | 91 | +26,344 | 15.27% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 197,857 | 9,890 | 0.49% | 0.51% | 92 | +3,052 | 1.57% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 192,455 | 9,620 | 0.09% | 0.1% | 93 | -5,593 | -2.82% | Q1 2026 | May 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 190,822 | 9,611 | 0.54% | 0.48% | 94 | +30,843 | 19.28% | Q1 2026 | Apr 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 188,109 | 9,403 | 0.19% | 0.21% | 95 | -21,446 | -10.23% | Q1 2026 | Apr 15, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 185,564 | 9,276 | 1.9% | 1.7% | 96 | +23,271 | 14.34% | Q1 2026 | Apr 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 181,672 | 9,081 | 0.17% | 0.13% | 97 | +43,275 | 31.27% | Q1 2026 | May 11, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 174,454 | 8,720 | 1.56% | 1.59% | 98 | +5,931 | 3.52% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 165,888 | 8,293 | 0.0% | 0.0% | 99 | -18,049 | -9.81% | Q1 2026 | May 15, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 157,489 | 7,872 | 0.62% | 0.55% | 100 | +25,446 | 19.27% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 156,777 | 7,841 | 0.05% | 0.04% | 101 | +16,767 | 11.98% | Q1 2026 | May 15, 2026 |
| Skyline Advisors, Inc. | History | Added to | 155,768 | 7,786 | 2.72% | 2.37% | 102 | +14,906 | 10.58% | Q1 2026 | Apr 20, 2026 |
| LM Advisors LLC | History | New | 388 | 7,768 | 0.12% | — | 103 | +388 | New | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 153,858 | 7,691 | 0.14% | 0.14% | 104 | -2,378 | -1.52% | Q1 2026 | Apr 10, 2026 |
| 21 West Wealth Management LLC | History | Added to | 153,376 | 7,667 | 7.12% | 6.91% | 105 | +3,573 | 2.39% | Q1 2026 | Apr 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 146,996 | 7,348 | 0.11% | 0.11% | 106 | +16,865 | 12.96% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 145,315 | 7,264 | 0.03% | 0.02% | 107 | +32,284 | 28.56% | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | Added to | 144,615 | 7,229 | 0.76% | 0.72% | 108 | +21,104 | 17.09% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 144,235 | 7,210 | 0.01% | 0.01% | 109 | -3,869 | -2.61% | Q1 2026 | May 01, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 141,486 | 7,072 | 1.21% | 1.22% | 110 | -881 | -0.62% | Q1 2026 | May 04, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 140,510 | 7,024 | 3.09% | 3.03% | 111 | +410 | 0.29% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 139,358 | 6,966 | 0.0% | 0.0% | 112 | -137,365 | -49.64% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 135,249 | 6,761 | 0.05% | 0.05% | 113 | -172 | -0.13% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 134,662 | 6,731 | 0.35% | 0.29% | 114 | +26,423 | 24.41% | Q1 2026 | Apr 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 134,623 | 6,729 | 0.73% | 0.6% | 115 | +25,646 | 23.53% | Q1 2026 | May 12, 2026 |
| Brio Consultants, LLC | History | Added to | 132,932 | 6,682 | 0.82% | 0.87% | 116 | +769 | 0.58% | Q1 2026 | May 06, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 130,894 | 6,543 | 1.59% | 1.65% | 117 | -1,456 | -1.1% | Q1 2026 | Apr 10, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 130,834 | 6,540 | 1.38% | 1.29% | 118 | +7,794 | 6.33% | Q1 2026 | Apr 13, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 130,149 | 6,506 | 2.59% | 3.27% | 119 | -23,216 | -15.14% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 125,934 | 6,297 | 0.06% | 0.02% | 120 | +85,649 | 212.61% | Q1 2026 | Apr 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 125,591 | 6,278 | 0.35% | 0.34% | 121 | +4,833 | 4.0% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | New | 119,575 | 5,979 | 0.1% | — | 122 | +119,575 | New | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 118,963 | 5,946 | 0.18% | 0.14% | 123 | +36,303 | 43.92% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 118,715 | 5,934 | 0.09% | 0.07% | 124 | +27,064 | 29.53% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Added to | 112,837 | 5,640 | 0.51% | 0.4% | 125 | +23,114 | 25.76% | Q1 2026 | May 11, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 110,344 | 5,514 | 1.53% | 0.83% | 126 | +54,178 | 96.46% | Q1 2026 | Apr 08, 2026 |
| Uniting Wealth Partners, LLC | History | New | 107,162 | 5,357 | 1.14% | — | 127 | +107,162 | New | Q1 2026 | Apr 22, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 105,688 | 5,285 | 0.87% | 0.84% | 128 | +4,304 | 4.25% | Q1 2026 | Apr 20, 2026 |
| TruWealth Advisors, LLC | History | Added to | 104,564 | 5,227 | 0.25% | 0.26% | 129 | +899 | 0.87% | Q1 2026 | Apr 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 104,225 | 5,210 | 0.01% | 0.01% | 130 | +20,709 | 24.8% | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | No change | 104,126 | 5,205 | 0.82% | 0.97% | 131 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 103,675 | 5,183 | 0.04% | 0.03% | 132 | +26,482 | 34.31% | Q1 2026 | Apr 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 103,166 | 5,157 | 0.06% | 0.04% | 133 | +35,402 | 52.24% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 102,436 | 5,120 | 0.21% | — | 134 | +102,436 | New | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 101,774 | 5,087 | 0.04% | 0.04% | 135 | +4,234 | 4.34% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 98,150 | 4,906 | 1.29% | 1.26% | 136 | +4,734 | 5.07% | Q1 2026 | Apr 23, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 92,000 | 4,599 | 2.7% | 1.69% | 137 | +36,521 | 65.83% | Q1 2026 | Apr 21, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 89,707 | 4,484 | 1.2% | 1.45% | 138 | +14,668 | 19.55% | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 89,597 | 4,478 | 0.17% | 0.18% | 139 | -7,810 | -8.02% | Q1 2026 | May 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 89,417 | 4,469 | 0.69% | 0.66% | 140 | +6,489 | 7.82% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 88,235 | 4,411 | 0.04% | 0.02% | 141 | +55,331 | 168.16% | Q1 2026 | May 12, 2026 |
| New Insight Wealth Advisors | History | Added to | 87,844 | 4,391 | 1.57% | 0.87% | 143 | +39,669 | 82.34% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 87,854 | 4,391 | 0.05% | 0.06% | 142 | -11,940 | -11.96% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 86,286 | 4,313 | 0.19% | 0.2% | 144 | -1,551 | -1.77% | Q1 2026 | May 13, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 85,353 | 4,266 | 4.55% | 4.7% | 145 | -73,407 | -46.24% | Q1 2026 | Apr 28, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 82,925 | 4,145 | 0.31% | 0.4% | 146 | -29,971 | -26.55% | Q1 2026 | May 07, 2026 |
| VICUS CAPITAL | History | Added to | 81,712 | 4,084 | 0.3% | 0.31% | 147 | +338 | 0.42% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 80,101 | 4,004 | 0.04% | 0.0% | 148 | +75,025 | 1478.03% | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 79,696 | 3,983 | 0.22% | 0.15% | 149 | +28,487 | 55.63% | Q1 2026 | May 13, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 78,223 | 3,910 | 0.21% | 0.22% | 150 | -2,140 | -2.66% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | Reduced | 77,296 | 3,864 | 0.0% | 0.01% | 151 | -59,070 | -43.32% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 76,550 | 3,826 | 0.0% | 0.0% | 152 | +587 | 0.77% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 76,036 | 3,801 | 0.01% | 0.01% | 153 | +6,713 | 9.68% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 75,627 | 3,780 | 0.02% | 0.02% | 154 | +2,760 | 3.79% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 75,159 | 3,757 | 0.06% | 0.02% | 155 | +55,825 | 288.74% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | New | 72,615 | 3,630 | 0.19% | — | 156 | +72,615 | New | Q1 2026 | Apr 21, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 72,282 | 3,613 | 0.49% | 0.34% | 157 | +22,314 | 44.66% | Q1 2026 | Apr 08, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 71,753 | 3,586 | 2.39% | 2.38% | 158 | -1,074 | -1.47% | Q1 2026 | Apr 14, 2026 |
| Intrua Financial, LLC | History | Added to | 71,665 | 3,582 | 0.37% | 0.37% | 159 | +2,469 | 3.57% | Q1 2026 | Apr 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 71,259 | 3,562 | 0.11% | 0.09% | 160 | +15,508 | 27.82% | Q1 2026 | May 11, 2026 |
| Red Mountain Financial, LLC | History | Added to | 70,711 | 3,534 | 3.33% | 3.43% | 161 | +1,434 | 2.07% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 68,594 | 3,429 | 0.04% | — | 162 | +68,594 | New | Q1 2026 | May 12, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 67,383 | 3,368 | 0.38% | 0.36% | 163 | +5,524 | 8.93% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 66,811 | 3,339 | 0.05% | 0.03% | 164 | +22,433 | 50.55% | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 64,543 | 3,226 | 0.02% | 0.02% | 165 | +7,919 | 13.99% | Q1 2026 | May 15, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 63,487 | 3,173 | 2.06% | 2.05% | 166 | +490 | 0.78% | Q1 2026 | Apr 29, 2026 |
| Crumly & Associates Inc. | History | Added to | 63,316 | 3,165 | 0.66% | 0.51% | 167 | +15,270 | 31.78% | Q1 2026 | Apr 02, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 60,692 | 3,033 | 0.02% | 0.01% | 168 | +32,789 | 117.51% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 60,414 | 3,020 | 0.68% | 1.22% | 169 | -32,184 | -34.76% | Q1 2026 | Apr 14, 2026 |
| 5T Wealth, LLC | History | Added to | 60,028 | 3,000 | 1.19% | 1.17% | 170 | +1,942 | 3.34% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 59,370 | 2,967 | 0.06% | 0.06% | 171 | +1,509 | 2.61% | Q1 2026 | May 01, 2026 |
| Breakwater Capital Group | History | Added to | 58,979 | 2,948 | 0.39% | 0.38% | 172 | +4,684 | 8.63% | Q1 2026 | Apr 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 58,759 | 2,937 | 0.39% | 0.22% | 173 | +27,000 | 85.02% | Q1 2026 | Apr 28, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 58,363 | 2,917 | 0.8% | 0.85% | 174 | +504 | 0.87% | Q1 2026 | Apr 23, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 56,671 | 2,832 | 0.21% | 0.11% | 175 | +27,762 | 96.03% | Q1 2026 | Apr 23, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 56,545 | 2,826 | 0.9% | 0.91% | 176 | -985 | -1.71% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 56,465 | 2,822 | 0.0% | 0.0% | 177 | +32,525 | 135.86% | Q1 2026 | May 05, 2026 |
| Obermeyer Wealth Partners | History | Added to | 56,200 | 2,809 | 0.13% | 0.05% | 178 | +35,450 | 170.84% | Q1 2026 | Apr 20, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 55,401 | 2,769 | 1.37% | 1.36% | 179 | -1,495 | -2.63% | Q1 2026 | Apr 23, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 54,645 | 2,731 | 0.37% | 0.36% | 180 | +2,503 | 4.8% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | Added to | 54,479 | 2,723 | 0.0% | 0.0% | 181 | +6,661 | 13.93% | Q1 2026 | May 15, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 51,775 | 2,588 | 0.58% | 0.84% | 182 | -21,239 | -29.09% | Q1 2026 | Apr 17, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 51,033 | 2,551 | 0.89% | 0.95% | 183 | -3,531 | -6.47% | Q1 2026 | May 01, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 50,655 | 2,532 | 0.09% | 0.08% | 184 | +3,234 | 6.82% | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 50,374 | 2,518 | 0.22% | 0.2% | 185 | +9,916 | 24.51% | Q1 2026 | May 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 49,422 | 2,470 | 0.2% | 0.22% | 186 | -6,759 | -12.03% | Q1 2026 | May 14, 2026 |
| American Trust | History | No change | 48,723 | 2,435 | 0.22% | 0.21% | 187 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First Financial Bank - Trust Division | History | Added to | 48,643 | 2,431 | 0.2% | 0.11% | 188 | +21,842 | 81.5% | Q1 2026 | Apr 01, 2026 |
| Presidio Capital Management, LLC | History | Added to | 48,119 | 2,405 | 0.7% | 0.67% | 189 | +3,989 | 9.04% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 48,040 | 2,401 | 0.03% | — | 190 | +48,040 | New | Q1 2026 | Apr 28, 2026 |
| Balance Wealth, LLC | History | Added to | 46,787 | 2,338 | 0.73% | 0.63% | 191 | +8,013 | 20.67% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 46,604 | 2,329 | 0.05% | 0.06% | 192 | +1,321 | 2.92% | Q1 2026 | May 15, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 46,518 | 2,325 | 1.06% | 1.23% | 193 | -4,876 | -9.49% | Q1 2026 | Apr 20, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 46,519 | 2,325 | 0.4% | 0.42% | 194 | -750 | -1.59% | Q1 2026 | Apr 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 46,279 | 2,313 | 0.06% | 0.19% | 195 | -111,938 | -70.75% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | New | 45,288 | 2,288 | 0.03% | — | 196 | +45,288 | New | Q1 2026 | Apr 20, 2026 |
| Ascentis Independent Advisors | History | Added to | 45,486 | 2,273 | 0.17% | 0.11% | 197 | +32,087 | 239.47% | Q1 2026 | Apr 28, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 45,115 | 2,255 | 1.46% | 1.42% | 198 | +1,863 | 4.31% | Q1 2026 | May 08, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 44,531 | 2,248 | 0.25% | 0.25% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Juno Financial Group LLC | History | Added to | 43,711 | 2,185 | 0.86% | 0.79% | 200 | +4,405 | 11.21% | Q1 2026 | May 06, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 43,498 | 2,174 | 2.11% | 1.72% | 201 | +8,885 | 25.67% | Q1 2026 | May 11, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 42,956 | 2,147 | 0.75% | 1.15% | 202 | -14,769 | -25.59% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 42,888 | 2,143 | 0.0% | 0.0% | 203 | +41,688 | 3474.0% | Q1 2026 | May 01, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 42,814 | 2,140 | 0.13% | 0.13% | 204 | +1,020 | 2.44% | Q1 2026 | May 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 42,601 | 2,129 | 1.22% | 1.1% | 205 | +7,360 | 20.88% | Q1 2026 | Apr 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 42,385 | 2,118 | 0.06% | 0.05% | 206 | +6,197 | 17.12% | Q1 2026 | Apr 28, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 41,776 | 2,088 | 0.31% | 0.25% | 207 | -17,144 | -29.1% | Q1 2026 | Apr 24, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 41,642 | 2,081 | 0.41% | 0.34% | 208 | +5,905 | 16.52% | Q1 2026 | Apr 15, 2026 |
| United Advisor Group, LLC | History | Added to | 40,973 | 2,048 | 0.25% | 0.2% | 209 | +9,629 | 30.72% | Q1 2026 | Apr 17, 2026 |
| Principle Wealth Partners LLC | History | No change | 40,151 | 2,007 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | New | 39,375 | 1,968 | 0.06% | — | 211 | +39,375 | New | Q1 2026 | May 05, 2026 |
| Compass Ion Advisors, LLC | History | New | 38,938 | 1,946 | 0.19% | — | 212 | +38,938 | New | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 37,861 | 1,892 | 0.01% | 0.01% | 213 | +4,515 | 13.54% | Q1 2026 | May 05, 2026 |
| McAdam, LLC | History | Reduced | 37,304 | 1,864 | 0.08% | 0.09% | 214 | -2,622 | -6.57% | Q1 2026 | May 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 36,888 | 1,844 | 0.14% | 0.15% | 215 | +1,261 | 3.54% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | Added to | 36,103 | 1,804 | 0.05% | 0.02% | 216 | +21,768 | 151.85% | Q1 2026 | Apr 21, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Reduced | 35,982 | 1,798 | 0.41% | 0.45% | 217 | -1,553 | -4.14% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 35,601 | 1,797 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 35,491 | 1,774 | 0.06% | 0.06% | 219 | +1,207 | 3.52% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 33,578 | 1,678 | 0.18% | 0.19% | 220 | -181 | -0.54% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 33,462 | 1,672 | 0.18% | 0.17% | 221 | +1,568 | 4.92% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Added to | 33,301 | 1,664 | 0.06% | 0.05% | 222 | +3,041 | 10.05% | Q1 2026 | Apr 22, 2026 |
| Storgate, LLC | History | Added to | 33,095 | 1,654 | 1.3% | 0.56% | 223 | +19,651 | 146.17% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 33,012 | 1,650 | 0.02% | 0.02% | 224 | +265 | 0.81% | Q1 2026 | May 15, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 32,708 | 1,635 | 1.55% | 1.61% | 225 | +378 | 1.17% | Q1 2026 | May 11, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 32,203 | 1,609 | 0.19% | 0.21% | 226 | -4,125 | -11.35% | Q1 2026 | Apr 28, 2026 |
| Rice Partnership, LLC | History | New | 31,967 | 1,598 | 0.22% | — | 227 | +31,967 | New | Q1 2026 | May 07, 2026 |
| Impact Investors, Inc | History | Reduced | 31,405 | 1,569 | 1.09% | 1.14% | 228 | -1,088 | -3.35% | Q1 2026 | Apr 29, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 30,800 | 1,539 | 0.28% | 0.15% | 229 | +14,800 | 92.5% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | No change | 30,760 | 1,537 | 0.1% | 0.1% | 230 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 30,729 | 1,536 | 0.46% | 0.43% | 231 | +1,160 | 3.92% | Q1 2026 | Apr 22, 2026 |
| Seascape Capital Management | History | Added to | 30,500 | 1,525 | 0.44% | 0.23% | 232 | +14,500 | 90.63% | Q1 2026 | Apr 28, 2026 |
| Marion Wealth Management | History | Added to | 30,521 | 1,525 | 0.34% | 0.31% | 233 | +2,661 | 9.55% | Q1 2026 | May 12, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 30,197 | 1,509 | 1.14% | 1.21% | 234 | +1,570 | 5.48% | Q1 2026 | Apr 13, 2026 |
| Marshall Financial Group, LLC | History | No change | 30,095 | 1,504 | 0.24% | 0.29% | 235 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vise Technologies, Inc. | History | No change | 29,684 | 1,499 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kooman & Associates | History | Reduced | 29,915 | 1,495 | 0.45% | 0.47% | 237 | -1,844 | -5.81% | Q1 2026 | Apr 21, 2026 |
| Inscription Capital, LLC | History | Added to | 29,717 | 1,485 | 0.16% | 0.15% | 238 | +88 | 0.3% | Q1 2026 | Apr 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 29,347 | 1,483 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 29,289 | 1,464 | 0.1% | 0.1% | 240 | -527 | -1.77% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 29,082 | 1,453 | 0.0% | 0.0% | 241 | +4,959 | 20.56% | Q1 2026 | May 14, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 28,985 | 1,448 | 0.4% | 0.32% | 242 | +5,437 | 23.09% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 28,600 | 1,429 | 0.0% | 0.01% | 243 | -57,200 | -66.67% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 28,091 | 1,404 | 0.02% | 0.0% | 244 | +20,945 | 293.1% | Q1 2026 | Apr 20, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 27,622 | 1,380 | 0.57% | 0.55% | 245 | +419 | 1.54% | Q1 2026 | May 07, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 27,527 | 1,376 | 0.28% | 3.95% | 246 | -325,149 | -92.19% | Q1 2026 | Apr 22, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 27,226 | 1,361 | 0.13% | 0.06% | 247 | +14,732 | 117.91% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 33,118 | 1,312 | 0.06% | 0.01% | 248 | -26,714 | -44.65% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Added to | 26,265 | 1,312 | 0.43% | 0.39% | 249 | +4,633 | 21.42% | Q1 2026 | May 14, 2026 |
| CROBAN | History | Added to | 25,883 | 1,293 | 0.61% | 0.4% | 250 | +9,337 | 56.43% | Q1 2026 | May 12, 2026 |
| Carter Financial, LLC | History | Added to | 25,659 | 1,282 | 1.11% | 0.66% | 251 | +10,744 | 72.03% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,475 | 1,273 | 0.02% | 0.0% | 253 | +24,031 | 1664.2% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 25,469 | 1,273 | 0.01% | 0.01% | 252 | +741 | 3.0% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 25,290 | 1,264 | 0.07% | 0.06% | 254 | +3,650 | 16.87% | Q1 2026 | May 14, 2026 |
| Cyr Financial Inc. | History | Added to | 25,252 | 1,262 | 0.74% | 0.69% | 255 | +3,380 | 15.45% | Q1 2026 | Apr 24, 2026 |
| Tandem Financial, LLC | History | New | 25,194 | 1,259 | 0.4% | — | 256 | +25,194 | New | Q1 2026 | May 08, 2026 |
| Linscomb Wealth, Inc. | History | New | 24,909 | 1,245 | 0.06% | — | 257 | +24,909 | New | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 24,588 | 1,239 | 0.02% | — | 258 | +24,588 | New | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 24,769 | 1,238 | 0.11% | 0.09% | 259 | +9,067 | 57.74% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 24,641 | 1,231 | 0.0% | 0.0% | 260 | +23,358 | 1820.58% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 24,297 | 1,227 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 24,520 | 1,225 | 0.11% | 0.07% | 262 | +9,726 | 65.74% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | New | 23,745 | 1,187 | 0.24% | — | 263 | +23,745 | New | Q1 2026 | May 11, 2026 |
| Forum Private Client Group LLC | History | Added to | 23,588 | 1,179 | 0.39% | 0.33% | 264 | +4,281 | 22.17% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 23,318 | 1,165 | 0.02% | 0.02% | 265 | +500 | 2.19% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 22,970 | 1,148 | 0.02% | 0.02% | 266 | +2,815 | 13.97% | Q1 2026 | Apr 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 22,700 | 1,134 | 0.04% | 0.04% | 267 | -2,666 | -10.51% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 22,348 | 1,117 | 0.13% | 0.14% | 268 | -1,969 | -8.1% | Q1 2026 | May 04, 2026 |
| FF Advisors,LLC | History | New | 22,100 | 1,116 | 0.45% | — | 270 | +22,100 | New | Q1 2026 | Apr 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 22,339 | 1,116 | 0.37% | 0.37% | 269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 21,553 | 1,077 | 0.02% | 0.01% | 271 | +3,900 | 22.09% | Q1 2026 | Apr 14, 2026 |
| Leo Wealth, LLC | History | Added to | 21,313 | 1,065 | 0.08% | 0.06% | 272 | +4,886 | 29.74% | Q1 2026 | May 05, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 21,000 | 1,049 | 0.06% | 0.04% | 273 | +9,560 | 83.57% | Q1 2026 | Apr 29, 2026 |
| VestGen Advisors, LLC | History | Reduced | 20,773 | 1,044 | 0.03% | 0.05% | 274 | -966 | -4.44% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 20,633 | 1,031 | 0.01% | 0.0% | 275 | +6,607 | 47.11% | Q1 2026 | Apr 29, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 20,455 | 1,022 | 1.84% | 1.91% | 276 | +681 | 3.44% | Q1 2026 | Apr 14, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 20,066 | 1,003 | 0.51% | 0.51% | 277 | +177 | 0.89% | Q1 2026 | Apr 15, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 20,000 | 999 | 0.23% | 0.23% | 278 | -47 | -0.23% | Q1 2026 | Apr 17, 2026 |
| CHOREO, LLC | History | Added to | 19,881 | 993 | 0.01% | 0.01% | 279 | +6,341 | 46.83% | Q1 2026 | May 12, 2026 |
| Apollon Financial, LLC | History | Reduced | 19,725 | 986 | 0.14% | 0.16% | 280 | -1,487 | -7.01% | Q1 2026 | Apr 22, 2026 |
| Friday Financial | History | Reduced | 19,434 | 971 | 0.33% | 0.35% | 281 | -18 | -0.09% | Q1 2026 | Apr 16, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 19,185 | 959 | 0.24% | 0.25% | 282 | +88 | 0.46% | Q1 2026 | May 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 19,100 | 954 | 0.44% | 0.34% | 283 | -145 | -0.75% | Q1 2026 | May 05, 2026 |
| Perennial Advisors, LLC | History | Added to | 18,850 | 942 | 0.16% | 0.15% | 284 | +1,090 | 6.14% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 18,741 | 936 | 0.0% | 0.0% | 285 | +9,608 | 105.2% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | New | 18,472 | 923 | 0.03% | — | 286 | +18,472 | New | Q1 2026 | May 12, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 18,339 | 916 | 0.11% | 0.11% | 287 | -228 | -1.23% | Q1 2026 | May 04, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 18,136 | 906 | 0.39% | 0.38% | 288 | -38 | -0.21% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 18,045 | 902 | 0.19% | 0.29% | 289 | -7,707 | -29.93% | Q1 2026 | May 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 17,825 | 891 | 0.06% | 0.06% | 290 | -46 | -0.26% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 17,358 | 867 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Zhang Financial LLC | History | No change | 17,235 | 861 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,187 | 859 | 0.01% | 0.01% | 293 | -441 | -2.5% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 17,182 | 858 | 0.02% | 0.03% | 294 | +190 | 1.12% | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 16,815 | 840 | 0.1% | 0.02% | 296 | +13,783 | 454.58% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 16,816 | 840 | 0.01% | 0.02% | 295 | +384 | 2.34% | Q1 2026 | May 18, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 16,792 | 839 | 0.01% | 0.02% | 297 | -4,653 | -21.7% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Added to | 16,335 | 816 | 0.02% | 0.02% | 298 | +1,656 | 11.28% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 16,251 | 812 | 0.01% | 0.02% | 299 | -5,554 | -25.47% | Q1 2026 | May 12, 2026 |
| Sequent Planning LLC | History | Added to | 16,187 | 809 | 0.2% | 0.1% | 300 | +8,228 | 103.38% | Q1 2026 | Apr 21, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 16,011 | 800 | 0.06% | 0.09% | 301 | +2,683 | 20.13% | Q1 2026 | May 15, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 15,720 | 785 | 0.1% | 0.1% | 302 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 15,400 | 774 | 0.62% | 1.01% | 303 | -8,400 | -35.29% | Q1 2026 | May 14, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 14,652 | 740 | 0.12% | 0.13% | 304 | -25 | -0.17% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 14,710 | 735 | 0.01% | 0.01% | 305 | -4,639 | -23.98% | Q1 2026 | May 11, 2026 |
| Everest Financial Group LLC | History | Added to | 14,688 | 734 | 0.12% | 0.16% | 306 | +130 | 0.89% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 14,487 | 731 | 0.13% | 0.13% | 307 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 14,596 | 729 | 0.09% | 0.09% | 308 | +285 | 1.99% | Q1 2026 | May 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 14,580 | 728 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 14,471 | 723 | 0.11% | 0.12% | 310 | +387 | 2.75% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,916 | 695 | 0.03% | 0.03% | 311 | +2,480 | 21.69% | Q1 2026 | May 19, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 13,840 | 691 | 0.09% | 0.09% | 312 | -9 | -0.06% | Q1 2026 | Apr 09, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 13,809 | 690 | 0.3% | 0.27% | 313 | +2,177 | 18.72% | Q1 2026 | Apr 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 13,629 | 684 | 0.01% | 0.01% | 314 | -657 | -4.6% | Q1 2026 | May 06, 2026 |
| Pure Financial Advisors, LLC | History | No change | 13,400 | 669 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 13,068 | 653 | 0.21% | 0.19% | 316 | +1,229 | 10.38% | Q1 2026 | Apr 10, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,963 | 648 | 0.33% | 0.35% | 317 | +96 | 0.75% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,904 | 645 | 0.01% | 0.01% | 318 | +1,269 | 10.91% | Q1 2026 | Apr 23, 2026 |
| Family Investment Center, Inc. | History | Added to | 12,903 | 645 | 0.12% | 0.12% | 319 | +1,200 | 10.25% | Q1 2026 | Apr 24, 2026 |
| Crews Bank & Trust | History | Reduced | 12,759 | 637 | 0.09% | 0.09% | 320 | -67 | -0.52% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,620 | 630 | 0.01% | 0.0% | 321 | +7,897 | 167.2% | Q1 2026 | May 07, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 12,600 | 629 | 0.29% | 0.32% | 322 | -1,100 | -8.03% | Q1 2026 | May 05, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 12,532 | 626 | 0.23% | 0.28% | 323 | -2,686 | -17.65% | Q1 2026 | Apr 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 12,425 | 621 | 0.65% | 0.64% | 324 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Entelevest, LLC | History | Added to | 12,356 | 617 | 0.62% | 0.37% | 325 | +5,095 | 70.17% | Q1 2026 | May 04, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 11,989 | 599 | 0.13% | 0.1% | 326 | +2,188 | 22.32% | Q1 2026 | Apr 13, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 11,709 | 585 | 0.47% | — | 328 | +11,709 | New | Q1 2026 | Apr 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 11,709 | 585 | 0.06% | 0.06% | 327 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 11,403 | 570 | 0.01% | 0.01% | 329 | +298 | 2.68% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,340 | 566 | 0.0% | 0.0% | 330 | +860 | 8.21% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 11,312 | 565 | 0.03% | 0.07% | 331 | -566,505 | -98.04% | Q1 2026 | May 12, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | New | 11,090 | 554 | 0.55% | — | 332 | +11,090 | New | Q1 2026 | Apr 16, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 10,968 | 551 | 0.23% | 0.26% | 333 | -133 | -1.2% | Q1 2026 | May 04, 2026 |
| Avestar Capital, LLC | History | New | 11,016 | 550 | 0.04% | — | 334 | +11,016 | New | Q1 2026 | May 13, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 10,898 | 544 | 0.13% | 0.13% | 335 | +295 | 2.78% | Q1 2026 | May 05, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 10,693 | 534 | 0.35% | 1.79% | 336 | -44,822 | -80.74% | Q1 2026 | May 06, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 10,600 | 529 | 0.42% | 0.43% | 337 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Peck Wealth Management, LLC | History | Added to | 10,531 | 526 | 0.53% | 0.5% | 338 | +29 | 0.28% | Q1 2026 | May 13, 2026 |
| SWMG, LLC | History | Reduced | 10,506 | 525 | 0.15% | 0.15% | 339 | -395 | -3.62% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,494 | 524 | 0.02% | — | 340 | +10,494 | New | Q1 2026 | May 15, 2026 |
| GGM Financial LLC | History | Added to | 10,310 | 515 | 0.24% | 0.24% | 341 | +573 | 5.88% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,262 | 512 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 10,071 | 503 | 0.21% | 0.22% | 343 | -398 | -3.8% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,948 | 497 | 0.04% | 0.04% | 344 | -174 | -1.72% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 9,894 | 494 | 0.23% | 0.18% | 345 | +1,550 | 18.58% | Q1 2026 | May 04, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 9,875 | 493 | 0.09% | 0.08% | 346 | +1,762 | 21.72% | Q1 2026 | Apr 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 9,785 | 489 | 0.0% | — | 347 | +9,785 | New | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 9,631 | 481 | 0.02% | 0.01% | 348 | +1,131 | 13.31% | Q1 2026 | Apr 08, 2026 |
| Jeter Robert S II | History | New | 9,334 | 470 | 0.47% | — | 349 | +9,334 | New | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 9,348 | 467 | 0.06% | 0.08% | 350 | -4,523 | -32.61% | Q1 2026 | May 05, 2026 |
| Mason & Associates Inc | History | Added to | 9,364 | 467 | 0.09% | 0.09% | 351 | +215 | 2.35% | Q1 2026 | Apr 30, 2026 |
| LeClair Wealth Partners LLC | History | New | 9,301 | 464 | 0.16% | — | 353 | +9,301 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 9,301 | 464 | 0.16% | 0.17% | 352 | +82 | 0.89% | Q1 2026 | May 05, 2026 |
| Boyd Wealth Management, LLC | History | New | 9,259 | 462 | 0.2% | — | 354 | +9,259 | New | Q1 2026 | Apr 20, 2026 |
| Choice Wealth Advisors LLC | History | No change | 9,131 | 456 | 0.18% | 0.18% | 355 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NICOLET BANKSHARES INC | History | New | 8,996 | 449 | 0.02% | — | 356 | +8,996 | New | Q1 2026 | May 14, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 8,954 | 447 | 0.24% | 0.2% | 357 | +1,731 | 23.97% | Q1 2026 | Apr 24, 2026 |
| SAXON INTERESTS, INC. | History | No change | 8,890 | 444 | 0.15% | 0.16% | 358 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 8,857 | 442 | 0.03% | 0.03% | 359 | -953 | -9.71% | Q1 2026 | Apr 15, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 8,816 | 440 | 0.06% | 0.14% | 360 | -11,478 | -56.56% | Q1 2026 | Apr 21, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 8,748 | 437 | 0.06% | 0.05% | 361 | +1,759 | 25.17% | Q1 2026 | Apr 15, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 8,690 | 434 | 0.14% | 0.16% | 362 | -100 | -1.14% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 8,612 | 430 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 8,599 | 429 | 0.13% | 0.13% | 364 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 8,542 | 427 | 0.06% | 0.06% | 365 | +2 | 0.02% | Q1 2026 | May 13, 2026 |
| NCM Capital Management, LLC | History | New | 8,500 | 424 | 0.15% | — | 366 | +8,500 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,455 | 422 | 0.03% | 0.03% | 367 | -250 | -2.87% | Q1 2026 | May 01, 2026 |
| Crane Advisory, LLC | History | Added to | 8,345 | 420 | 0.06% | 0.06% | 369 | +171 | 2.09% | Q1 2026 | Apr 20, 2026 |
| Concorde Asset Management, LLC | History | No change | 8,334 | 420 | 0.17% | 0.17% | 368 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 8,312 | 415 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | New | 7,997 | 399 | 0.06% | — | 371 | +7,997 | New | Q1 2026 | May 01, 2026 |
| PDS Planning, Inc | History | Reduced | 7,941 | 396 | 0.03% | 0.03% | 372 | -700 | -8.1% | Q1 2026 | Apr 21, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 7,912 | 395 | 0.05% | 0.12% | 373 | -11,870 | -60.0% | Q1 2026 | Apr 16, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 7,872 | 393 | 0.12% | — | 374 | +7,872 | New | Q1 2026 | May 12, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 7,627 | 381 | 0.24% | 0.23% | 375 | +7 | 0.09% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,610 | 380 | 0.0% | 0.0% | 376 | +944 | 14.16% | Q1 2026 | May 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 7,584 | 379 | 0.06% | 0.07% | 377 | -1,000 | -11.65% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,526 | 376 | 0.0% | — | 378 | +7,526 | New | Q1 2026 | May 15, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 7,339 | 366 | 0.27% | 0.26% | 379 | +429 | 6.21% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,148 | 357 | 0.0% | 0.0% | 380 | -150 | -2.06% | Q1 2026 | May 01, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 7,036 | 351 | 0.31% | — | 381 | +7,036 | New | Q1 2026 | May 07, 2026 |
| Westmount Partners, LLC | History | New | 6,985 | 349 | 0.09% | — | 382 | +6,985 | New | Q1 2026 | Apr 16, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 6,963 | 348 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,908 | 345 | 0.0% | 0.0% | 384 | +653 | 10.44% | Q1 2026 | May 08, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 6,892 | 344 | 0.19% | 0.19% | 385 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 6,843 | 342 | 0.1% | 0.1% | 386 | +24 | 0.35% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,772 | 341 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Evercore Wealth Management, LLC | History | No change | 6,785 | 339 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 6,758 | 337 | 0.11% | 0.1% | 389 | +179 | 2.72% | Q1 2026 | Apr 16, 2026 |
| Bowman & Co S.C. | History | No change | 6,552 | 330 | 0.14% | 0.14% | 390 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,461 | 326 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 6,297 | 314 | 0.26% | 0.26% | 392 | +56 | 0.9% | Q1 2026 | Apr 27, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 6,274 | 313 | 0.03% | 0.03% | 393 | +20 | 0.32% | Q1 2026 | Apr 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 6,254 | 312 | 0.0% | 0.0% | 394 | -4,087 | -39.52% | Q1 2026 | May 08, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 6,228 | 311 | 0.27% | 0.28% | 395 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 5,975 | 298 | 0.02% | 0.02% | 396 | -100 | -1.65% | Q1 2026 | Apr 24, 2026 |
| Goodwin Investment Advisory | History | Added to | 5,912 | 295 | 0.35% | 0.32% | 397 | +115 | 1.98% | Q1 2026 | May 12, 2026 |
| Signature Wealth Management Group | History | New | 5,792 | 289 | 0.11% | — | 398 | +5,792 | New | Q1 2026 | Apr 01, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 5,778 | 288 | 0.15% | 0.14% | 399 | +540 | 10.31% | Q1 2026 | Apr 10, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 5,685 | 284 | 0.03% | 0.03% | 400 | -75 | -1.3% | Q1 2026 | May 06, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 5,674 | 283 | 0.17% | 0.15% | 401 | +1,284 | 29.25% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,624 | 281 | 0.0% | — | 404 | +5,624 | New | Q1 2026 | May 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,626 | 281 | 0.12% | 0.12% | 403 | +375 | 7.14% | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | Added to | 5,628 | 281 | 0.05% | 0.06% | 402 | +20 | 0.36% | Q1 2026 | May 07, 2026 |
| Alpha Financial Partners LLC | History | Added to | 5,610 | 280 | 0.17% | 0.17% | 405 | +41 | 0.74% | Q1 2026 | May 13, 2026 |
| Firestone Capital Management | History | Reduced | 5,560 | 277 | 0.06% | 0.06% | 406 | -475 | -7.87% | Q1 2026 | May 08, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 5,479 | 273 | 0.07% | 0.07% | 408 | -348 | -5.97% | Q1 2026 | Apr 20, 2026 |
| Financial Partners Group, Inc | History | Added to | 5,467 | 273 | 0.03% | 0.03% | 407 | +32 | 0.59% | Q1 2026 | Apr 10, 2026 |
| Certified Advisory Corp | History | No change | 5,314 | 265 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Saxony Capital Management, LLC | History | No change | 5,267 | 263 | 0.15% | 0.16% | 410 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 5,256 | 262 | 0.07% | 0.07% | 411 | -120 | -2.23% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,257 | 262 | 0.01% | 0.01% | 412 | +38 | 0.73% | Q1 2026 | May 11, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 5,184 | 259 | 0.08% | 0.3% | 413 | -12,963 | -71.43% | Q1 2026 | May 08, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 5,102 | 255 | 0.04% | 0.05% | 414 | +16 | 0.31% | Q1 2026 | Apr 30, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 5,083 | 253 | 0.08% | 0.08% | 415 | +82 | 1.64% | Q1 2026 | Apr 27, 2026 |
| Centurion Wealth Management LLC | History | No change | 5,052 | 252 | 0.06% | 0.06% | 416 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,036 | 251 | 0.01% | 0.01% | 417 | +4 | 0.08% | Q1 2026 | May 04, 2026 |
| One Capital Management, LLC | History | Reduced | 5,020 | 250 | 0.01% | 0.01% | 418 | -621 | -11.01% | Q1 2026 | May 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | New | 5,000 | 249 | 0.03% | — | 420 | +5,000 | New | Q1 2026 | Apr 13, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | Added to | 4,996 | 249 | 0.17% | 0.17% | 419 | +12 | 0.24% | Q1 2026 | May 12, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 4,919 | 245 | 0.07% | 0.06% | 421 | +230 | 4.91% | Q1 2026 | Apr 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,868 | 243 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 4,844 | 242 | 0.0% | 0.0% | 423 | +1,651 | 51.71% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 4,798 | 239 | 0.0% | — | 424 | +4,798 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,785 | 239 | 0.0% | — | 425 | +4,785 | New | Q1 2026 | May 14, 2026 |
| Millington Financial Advisors, LLC | History | No change | 4,700 | 237 | 0.1% | 0.11% | 426 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 4,726 | 236 | 0.06% | 0.07% | 428 | -175 | -3.57% | Q1 2026 | Apr 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,677 | 236 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 4,701 | 235 | 0.01% | 0.01% | 429 | -2,528 | -34.97% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Added to | 4,604 | 230 | 0.0% | 0.0% | 430 | +3,973 | 629.64% | Q1 2026 | May 15, 2026 |
| Sincerus Advisory, LLC | History | Added to | 4,584 | 229 | 0.17% | 0.17% | 431 | +442 | 10.67% | Q1 2026 | Apr 06, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 4,578 | 228 | 0.11% | 0.11% | 432 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4,578 | 228 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 4,567 | 228 | 0.02% | 0.03% | 434 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 4,516 | 225 | 0.0% | 0.0% | 435 | +3,559 | 371.89% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,467 | 223 | 0.0% | 0.0% | 436 | +200 | 4.69% | Q1 2026 | May 14, 2026 |
| Roberts Wealth Advisors, LLC | History | New | 4,389 | 219 | 0.06% | — | 437 | +4,389 | New | Q1 2026 | Apr 07, 2026 |
| Northwest Financial Advisors | History | New | 4,385 | 219 | 0.42% | — | 438 | +4,385 | New | Q1 2026 | Apr 24, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,340 | 216 | 0.1% | 0.1% | 439 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 4,307 | 215 | 0.02% | 0.02% | 440 | +5 | 0.12% | Q1 2026 | Apr 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 4,229 | 211 | 0.01% | 0.1% | 442 | -33,974 | -88.93% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,228 | 211 | 0.0% | 0.0% | 441 | -5,503 | -56.55% | Q1 2026 | May 14, 2026 |
| Navigate Wealth Management, LLC | History | New | 4,174 | 210 | 0.15% | — | 443 | +4,174 | New | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 4,196 | 209 | 0.01% | — | 444 | +4,196 | New | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,141 | 207 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 4,051 | 202 | 0.01% | 0.04% | 446 | -22,703 | -84.86% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 3,887 | 194 | 0.01% | — | 447 | +3,887 | New | Q1 2026 | May 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 3,861 | 193 | 0.05% | 0.03% | 448 | +1,377 | 55.43% | Q1 2026 | May 07, 2026 |
| Vision Retirement, LLC | History | Reduced | 3,429 | 171 | 0.05% | 0.09% | 449 | -3,517 | -50.63% | Q1 2026 | May 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 3,273 | 163 | 0.02% | 0.01% | 450 | +1,077 | 49.04% | Q1 2026 | Apr 15, 2026 |
| BOKF, NA | History | Reduced | 3,133 | 156 | 0.0% | 0.0% | 451 | -1,721 | -35.46% | Q1 2026 | May 08, 2026 |
| Trust Co | History | Added to | 2,983 | 149 | 0.01% | 0.01% | 452 | +1,085 | 57.17% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,922 | 146 | 0.0% | 0.01% | 453 | -44 | -1.48% | Q1 2026 | Apr 07, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 2,821 | 141 | 0.11% | 0.09% | 454 | +563 | 24.93% | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,686 | 134 | 0.01% | 0.01% | 455 | -14 | -0.52% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,584 | 129 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,401 | 120 | 0.06% | 0.05% | 457 | +558 | 30.28% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,373 | 118 | 0.01% | 0.01% | 458 | +59 | 2.55% | Q1 2026 | May 05, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,300 | 114 | 0.06% | 0.06% | 459 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,178 | 108 | 0.0% | — | 460 | +2,178 | New | Q1 2026 | May 07, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 2,032 | 101 | 0.04% | 0.04% | 461 | +16 | 0.79% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,612 | 80 | 0.0% | 0.0% | 462 | +1,501 | 1352.25% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 1,365 | 68 | 0.05% | 0.05% | 463 | -20 | -1.44% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,275 | 63 | 0.03% | 0.01% | 464 | +958 | 302.21% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,173 | 59 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,088 | 54 | 0.02% | 0.02% | 466 | +10 | 0.93% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | New | 988 | 49 | 0.02% | — | 467 | +988 | New | Q1 2026 | May 07, 2026 |
| Lavaca Capital LLC | History | Added to | 959 | 47 | 0.01% | 0.01% | 468 | +8 | 0.84% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | No change | 934 | 46 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 873 | 43 | 0.0% | 0.0% | 470 | +8 | 0.92% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 800 | 39 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Goodman Advisory Group, LLC | History | No change | 728 | 36 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 709 | 35 | 0.0% | 0.0% | 473 | -137 | -16.19% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 668 | 33 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | New | 625 | 31 | 0.01% | — | 475 | +625 | New | Q1 2026 | May 22, 2026 |
| GODSEY & GIBB, INC | History | No change | 541 | 27 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ST GERMAIN D J CO INC | History | No change | 500 | 24 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 426 | 21 | 0.0% | 0.0% | 478 | -454 | -51.59% | Q1 2026 | May 11, 2026 |
| DecisionPoint Financial, LLC | History | New | 420 | 20 | 0.0% | — | 479 | +420 | New | Q1 2026 | May 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 399 | 19 | 0.01% | — | 481 | +399 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 399 | 19 | 0.01% | 0.01% | 480 | +4 | 1.01% | Q1 2026 | May 13, 2026 |
| Basepoint Wealth LLC | History | New | 309 | 15 | 0.01% | — | 483 | +309 | New | Q1 2026 | May 07, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 309 | 15 | 0.01% | 0.01% | 482 | +1 | 0.32% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 296 | 14 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 279 | 13 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 240 | 11 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 211 | 10 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 200 | 9 | 0.0% | — | 489 | +200 | New | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 194 | 9 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 147 | 7 | 0.0% | 0.0% | 491 | -5,375 | -97.34% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 149 | 7 | 0.0% | — | 492 | +149 | New | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 148 | 7 | 0.0% | 0.0% | 490 | +1 | 0.68% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 127 | 6 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Imprint Wealth LLC | History | No change | 85 | 4 | 0.02% | 0.02% | 494 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 76 | 3 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Quent Capital, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -87,707 | -100.0% | Q1 2026 | Apr 29, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -74,277 | -100.0% | Q1 2026 | May 14, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -40,600 | -100.0% | Q1 2026 | Apr 30, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -35,645 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -30,522 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -28,454 | -100.0% | Q1 2026 | May 01, 2026 |
| Berger Financial Group, Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -26,840 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -19,818 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -17,308 | -100.0% | Q1 2026 | May 11, 2026 |
| Tenzing Financial LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -17,210 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,830 | -100.0% | Q1 2026 | May 07, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.46% | — | -11,711 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Leslie Global Wealth, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -11,005 | -100.0% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,912 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,177 | -100.0% | Q1 2026 | May 14, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.26% | — | -6,910 | -100.0% | Q1 2026 | May 11, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,523 | -100.0% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,310 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Leading Edge Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,805 | -100.0% | Q1 2026 | May 12, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,493 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PUREfi Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,296 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,163 | -100.0% | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,969 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,650 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,506 | -100.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,196 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -867 | -100.0% | Q1 2026 | May 04, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -565 | -100.0% | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 01, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 08, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 16 | 0 | — | — | — | +6 | 60.0% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |