SPDR SERIES TRUST - JNK
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | Reduced | 11,074,520 | 1,060,053 | 0.04% | 0.04% | 1 | -109,116 | -0.98% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,251,676 | 598,410 | 0.04% | 0.01% | 2 | +5,338,489 | 584.6% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 5,875,122 | 562,366 | 1.15% | 1.13% | 3 | +191,636 | 3.37% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,710,514 | 546,610 | 0.1% | 0.1% | 4 | +265,161 | 4.87% | Q1 2026 | May 11, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,730,215 | 357,056 | 2.2% | 2.05% | 5 | +290,000 | 8.43% | Q1 2026 | May 15, 2026 |
| American Family Investments, Inc. | History | Added to | 3,565,000 | 341,241 | 8.97% | 7.31% | 6 | +1,477,000 | 70.74% | Q1 2026 | May 14, 2026 |
| Japan Science & Technology Agency | History | No change | 2,900,000 | 277,588 | 5.77% | 5.18% | 7 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 2,180,482 | 208,715 | 0.17% | 0.06% | 8 | +1,356,600 | 164.66% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 2,162,115 | 206,767 | 0.14% | 0.14% | 9 | +96,300 | 4.66% | Q1 2026 | May 12, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 1,906,424 | 182,482 | 10.54% | 8.7% | 10 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,821,437 | 174,347 | 0.05% | 0.05% | 11 | +62,622 | 3.56% | Q1 2026 | May 04, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 1,471,100 | 140,813 | 0.23% | — | 12 | +1,471,100 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,465,378 | 140,266 | 0.04% | 0.04% | 13 | +99,965 | 7.32% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,299,558 | 124,394 | 0.24% | 0.22% | 14 | +2,067 | 0.16% | Q1 2026 | May 01, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 1,221,000 | 116,874 | 0.69% | 0.63% | 15 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,162,677 | 111,319 | 0.03% | 0.02% | 16 | +173,088 | 17.49% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 963,929 | 92,267 | 0.02% | 0.02% | 17 | -45,028 | -4.46% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 897,810 | 85,938 | 0.01% | 0.01% | 18 | -264,234 | -22.74% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 845,991 | 80,978 | 0.01% | 0.01% | 19 | +97,474 | 13.02% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 808,140 | 77,355 | 0.04% | 0.04% | 20 | -57,955 | -6.69% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 648,005 | 62,027 | 0.04% | 0.03% | 21 | -10,605 | -1.61% | Q1 2026 | May 08, 2026 |
| BLB&B Advisors, LLC | History | Added to | 584,549 | 55,953 | 2.31% | 2.24% | 22 | +34,409 | 6.25% | Q1 2026 | Apr 28, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 516,867 | 49,474 | 2.83% | — | 23 | +516,867 | New | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 452,228 | 43,287 | 0.01% | 0.01% | 24 | +124,108 | 37.82% | Q1 2026 | May 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 422,267 | 40,419 | 0.12% | 0.11% | 25 | -1,237 | -0.29% | Q1 2026 | May 05, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 410,443 | 39,287 | 0.32% | 0.36% | 26 | -53,818 | -11.59% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 382,360 | 36,599 | 0.0% | 0.0% | 27 | +361,325 | 1717.73% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 381,608 | 36,526 | 0.01% | 0.01% | 28 | +62,656 | 19.64% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 361,961 | 34,646 | 0.01% | 0.01% | 29 | +82,837 | 29.68% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 317,286 | 30,370 | 0.03% | 0.03% | 30 | -10,091 | -3.08% | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 296,086 | 28,341 | 1.43% | 1.39% | 31 | +15,621 | 5.57% | Q1 2026 | May 04, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 271,170 | 25,956 | 0.01% | 0.02% | 32 | -19,645 | -6.76% | Q1 2026 | Apr 30, 2026 |
| CNO Financial Group, Inc. | History | Added to | 259,200 | 24,810 | 14.22% | 11.47% | 33 | +51,000 | 24.5% | Q1 2026 | May 13, 2026 |
| Howard Capital Management Inc. | History | Added to | 258,568 | 24,750 | 0.4% | 0.32% | 34 | +5,100 | 2.01% | Q1 2026 | May 05, 2026 |
| Aristotle Pacific Capital, LLC | History | Reduced | 235,000 | 22,494 | 18.29% | 22.9% | 35 | -339,407 | -59.09% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 232,978 | 22,307 | 0.03% | 0.02% | 36 | +57,962 | 33.12% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 225,768 | 21,610 | 0.06% | 0.05% | 37 | +3,868 | 1.74% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 205,335 | 19,654 | 0.11% | 0.09% | 38 | -49,418 | -19.4% | Q1 2026 | Apr 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 202,796 | 19,411 | 0.14% | 0.14% | 39 | +16,329 | 8.76% | Q1 2026 | Apr 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 192,967 | 18,470 | 0.14% | 0.0% | 40 | +188,571 | 4289.6% | Q1 2026 | Apr 15, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 172,651 | 16,526 | 1.69% | 1.45% | 41 | +16,594 | 10.63% | Q1 2026 | Apr 21, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 169,193 | 16,195 | 4.78% | — | 42 | +169,193 | New | Q1 2026 | Apr 02, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 160,130 | 15,327 | 0.32% | — | 43 | +160,130 | New | Q1 2026 | May 15, 2026 |
| Counterpoint Mutual Funds LLC | History | Reduced | 160,061 | 15,321 | 2.3% | 5.13% | 44 | -551,981 | -77.52% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 160,000 | 15,315 | 0.01% | 0.05% | 45 | -20,000 | -11.11% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 158,604 | 15,182 | 0.12% | 0.12% | 46 | +17,689 | 12.55% | Q1 2026 | Apr 07, 2026 |
| Man Group plc | History | Reduced | 156,090 | 14,940 | 0.03% | 0.18% | 47 | -933,181 | -85.67% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 137,140 | 13,127 | 0.82% | — | 48 | +137,140 | New | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 136,801 | 13,094 | 0.1% | 0.1% | 49 | -1,628 | -1.18% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 134,783 | 12,901 | 4.71% | 4.27% | 50 | +1,850 | 1.39% | Q1 2026 | May 15, 2026 |
| Idaho Trust Co | History | Added to | 133,442 | 12,772 | 4.15% | 4.11% | 51 | +5,665 | 4.43% | Q1 2026 | May 08, 2026 |
| Symmetry Partners, LLC | History | Added to | 132,853 | 12,716 | 0.73% | 0.73% | 52 | +6,269 | 4.95% | Q1 2026 | Apr 27, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 132,824 | 12,714 | 3.76% | 3.77% | 53 | +4,164 | 3.24% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 131,586 | 12,595 | 0.03% | 0.02% | 54 | +45,180 | 52.29% | Q1 2026 | Apr 30, 2026 |
| NewSquare Capital LLC | History | Reduced | 127,591 | 12,213 | 1.06% | 1.12% | 55 | -3,096 | -2.37% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 116,395 | 11,141 | 0.03% | 0.03% | 56 | +4,608 | 4.12% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 112,525 | 10,770 | 0.12% | 0.13% | 57 | -1,126 | -0.99% | Q1 2026 | May 08, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 111,333 | 10,656 | 4.65% | 4.56% | 58 | +2,237 | 2.05% | Q1 2026 | May 12, 2026 |
| ALLSTATE CORP | History | No change | 110,000 | 10,529 | 0.11% | 0.15% | 59 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Somnio Financial Group, LLC | History | Added to | 102,175 | 9,780 | 6.42% | 6.34% | 60 | +3,535 | 3.58% | Q1 2026 | Apr 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 96,773 | 9,263 | 0.0% | 0.01% | 61 | -84,945 | -46.75% | Q1 2026 | May 15, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 83,950 | 8,035 | 0.17% | — | 62 | +83,950 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 82,381 | 7,885 | 0.12% | 0.1% | 63 | +12,801 | 18.4% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 81,433 | 7,794 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 79,820 | 7,640 | 3.19% | 3.93% | 65 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hilltop Holdings Inc. | History | Added to | 79,754 | 7,634 | 0.69% | 0.37% | 66 | +15,675 | 24.46% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 79,075 | 7,569 | 0.0% | 0.0% | 67 | +4,939 | 6.66% | Q1 2026 | May 07, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 78,200 | 7,485 | 0.01% | 0.02% | 68 | -94,800 | -54.8% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 77,790 | 7,446 | 0.01% | 0.01% | 69 | +8,300 | 11.94% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 74,599 | 7,140 | 0.01% | 0.02% | 70 | -90,848 | -54.91% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 73,827 | 7,066 | 0.28% | — | 71 | +73,827 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 69,956 | 6,696 | 0.01% | 0.01% | 72 | +2,512 | 3.72% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 68,722 | 6,563 | 0.04% | 0.32% | 73 | -473,595 | -87.33% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 67,350 | 6,538 | 0.1% | 0.14% | 74 | -5,315 | -7.31% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 68,063 | 6,514 | 0.0% | 0.0% | 75 | +529 | 0.78% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 68,497 | 6,490 | 0.01% | 0.01% | 76 | -4,644 | -6.35% | Q1 2026 | May 14, 2026 |
| Up Capital Management, Inc. | History | Reduced | 67,387 | 6,450 | 7.24% | 7.01% | 77 | -13,230 | -16.41% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Added to | 67,372 | 6,448 | 0.01% | 0.0% | 78 | +49,984 | 287.46% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 65,612 | 6,280 | 0.1% | 0.14% | 79 | -24,696 | -27.35% | Q1 2026 | Apr 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 65,601 | 6,279 | 0.24% | 0.25% | 80 | -2,185 | -3.22% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | New | 62,765 | 6,007 | 0.08% | — | 81 | +62,765 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 62,600 | 5,992 | 0.01% | 0.01% | 82 | -11,800 | -15.86% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 101,170 | 5,967 | 0.04% | 0.09% | 83 | -35,017 | -25.71% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 62,332 | 5,966 | 0.02% | 0.05% | 84 | -55,185 | -46.96% | Q1 2026 | Apr 30, 2026 |
| Gotham Asset Management, LLC | History | Added to | 62,217 | 5,955 | 0.02% | 0.01% | 85 | +40,714 | 189.34% | Q1 2026 | May 15, 2026 |
| Virtus Fixed Income Advisers, LLC | History | Added to | 61,012 | 5,840 | 4.77% | 1.48% | 86 | +40,860 | 202.76% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 61,121 | 5,791 | 0.0% | 0.0% | 87 | -54,552 | -47.16% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 60,395 | 5,781 | 0.0% | 0.0% | 88 | -15,666 | -20.6% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 58,771 | 5,610 | 0.27% | 0.27% | 89 | -460 | -0.78% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 58,263 | 5,577 | 0.03% | 0.03% | 90 | +594 | 1.03% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 55,899 | 5,350 | 0.04% | 0.05% | 91 | +13,971 | 33.32% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 55,029 | 5,267 | 0.0% | 0.0% | 92 | +50,104 | 1017.34% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 54,293 | 5,196 | 0.0% | 0.0% | 93 | -1,707,674 | -96.92% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 51,506 | 4,930 | 0.59% | 0.5% | 94 | +7,037 | 15.82% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 50,956 | 4,877 | 0.0% | 0.0% | 95 | +3,148 | 6.58% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 49,992 | 4,785 | 0.0% | 0.0% | 96 | +1,009 | 2.06% | Q1 2026 | May 13, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 49,567 | 4,744 | 1.0% | 1.19% | 97 | +550 | 1.12% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 48,853 | 4,676 | 0.02% | 0.01% | 98 | +583 | 1.21% | Q1 2026 | May 08, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 48,308 | 4,624 | 2.84% | 3.62% | 99 | -7,665 | -13.69% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 48,178 | 4,610 | 0.0% | 0.0% | 100 | +34,320 | 247.65% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 47,847 | 4,579 | 0.01% | 0.01% | 101 | -114 | -0.24% | Q1 2026 | May 14, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 45,211 | 4,327 | 1.22% | 1.24% | 102 | -923 | -2.0% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 44,527 | 4,262 | 0.01% | 0.0% | 103 | +43,902 | 7024.32% | Q1 2026 | May 01, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 44,363 | 4,246 | 0.24% | 0.19% | 104 | +6,601 | 17.48% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Reduced | 44,246 | 4,235 | 0.01% | 0.04% | 105 | -87,559 | -66.43% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 44,144 | 4,225 | 0.05% | 0.06% | 106 | -9,546 | -17.78% | Q1 2026 | Apr 16, 2026 |
| Regal Investment Advisors LLC | History | Added to | 42,582 | 4,075 | 0.24% | 0.24% | 107 | +629 | 1.5% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 41,661 | 4,049 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 41,110 | 3,935 | 0.01% | 0.0% | 109 | +29,478 | 253.42% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 40,671 | 3,892 | 0.0% | 0.0% | 110 | +11,168 | 37.85% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 40,600 | 3,886 | 0.0% | 0.0% | 111 | -46,000 | -53.12% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 40,456 | 3,872 | 0.02% | 0.02% | 112 | +2,660 | 7.04% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 39,100 | 3,742 | 0.0% | 0.0% | 113 | +25,800 | 193.98% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 39,091 | 3,741 | 0.04% | 0.04% | 114 | +4,565 | 13.22% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Reduced | 37,885 | 3,626 | 0.07% | 0.07% | 115 | -2,629 | -6.49% | Q1 2026 | Apr 17, 2026 |
| Csenge Advisory Group | History | Added to | 37,413 | 3,581 | 0.16% | 0.16% | 116 | +1,598 | 4.46% | Q1 2026 | Apr 30, 2026 |
| Calamos Advisors LLC | History | Added to | 37,365 | 3,576 | 0.01% | 0.0% | 117 | +24,700 | 195.03% | Q1 2026 | May 04, 2026 |
| Aspire Private Capital, LLC | History | Added to | 35,735 | 3,420 | 0.77% | 0.36% | 118 | +18,944 | 112.82% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 35,608 | 3,408 | 0.0% | 0.0% | 119 | -1,369 | -3.7% | Q1 2026 | Apr 27, 2026 |
| Global Endowment Management, LP | History | No change | 35,550 | 3,403 | 0.38% | 0.43% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 35,494 | 3,397 | 0.05% | 0.05% | 121 | +2,548 | 7.73% | Q1 2026 | Apr 27, 2026 |
| Nilsine Partners, LLC | History | Added to | 35,002 | 3,392 | 0.27% | 0.27% | 122 | +3,154 | 9.9% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 35,199 | 3,369 | 0.05% | 0.05% | 123 | -919 | -2.54% | Q1 2026 | May 12, 2026 |
| Beta Wealth Group, Inc. | History | New | 33,909 | 3,245 | 1.34% | — | 124 | +33,909 | New | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 33,370 | 3,194 | 0.0% | 0.0% | 125 | -666 | -1.96% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33,332 | 3,190 | 0.02% | 0.02% | 126 | -5,077 | -13.22% | Q1 2026 | May 08, 2026 |
| Talon Private Wealth, LLC | History | New | 33,040 | 3,162 | 0.42% | — | 127 | +33,040 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 32,447 | 3,105 | 0.01% | 0.02% | 128 | -28,724 | -46.96% | Q1 2026 | May 11, 2026 |
| Transmarket Holdings LP | History | Reduced | 32,169 | 3,079 | 1.64% | 5.27% | 129 | -42,061 | -56.66% | Q1 2026 | May 13, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 31,369 | 3,002 | 1.0% | 1.21% | 130 | -7,196 | -18.66% | Q1 2026 | May 06, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 31,450 | 2,980 | 0.03% | 0.13% | 131 | -118,197 | -78.98% | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 31,044 | 2,971 | 0.04% | 0.04% | 132 | +1,155 | 3.86% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 31,002 | 2,967 | 0.02% | 0.03% | 133 | -2,449 | -7.32% | Q1 2026 | May 01, 2026 |
| Canal Capital Management, LLC | History | Added to | 30,958 | 2,963 | 0.4% | 0.42% | 134 | +193 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Graetz Wealth LLC | History | Reduced | 29,987 | 2,870 | 2.56% | 3.39% | 135 | -8,353 | -21.79% | Q1 2026 | Apr 30, 2026 |
| Garner Asset Management Corp | History | Added to | 29,884 | 2,808 | 1.1% | 0.85% | 136 | +7,157 | 31.49% | Q1 2026 | Apr 28, 2026 |
| FEDERATED HERMES, INC. | History | No change | 29,075 | 2,783 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 28,444 | 2,722 | 0.01% | 0.01% | 138 | -6,226 | -17.96% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 28,256 | 2,704 | 0.15% | 0.15% | 139 | +2,562 | 9.97% | Q1 2026 | Apr 30, 2026 |
| Blue Fin Capital, Inc. | History | No change | 27,519 | 2,675 | 0.41% | 0.41% | 140 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 27,625 | 2,644 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 27,132 | 2,597 | 0.28% | 0.27% | 142 | -249 | -0.91% | Q1 2026 | Apr 28, 2026 |
| CIBC Asset Management Inc | History | New | 27,000 | 2,584 | 0.01% | — | 143 | +27,000 | New | Q1 2026 | May 12, 2026 |
| LightSquare Wealth Management, LLC | History | New | 26,767 | 2,562 | 1.92% | — | 144 | +26,767 | New | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | Added to | 26,720 | 2,557 | 0.48% | 0.45% | 145 | +2,758 | 11.51% | Q1 2026 | May 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 26,524 | 2,538 | 0.08% | 1.22% | 147 | -333,474 | -92.63% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 26,522 | 2,538 | 0.04% | 0.1% | 146 | -52,157 | -66.29% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 26,553 | 2,535 | 0.52% | 0.63% | 148 | +5,489 | 26.06% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | New | 26,084 | 2,496 | 0.01% | — | 149 | +26,084 | New | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 25,908 | 2,479 | 0.01% | 0.02% | 150 | -3,566 | -12.1% | Q1 2026 | May 05, 2026 |
| TI-TRUST, INC | History | Added to | 25,897 | 2,478 | 1.47% | 1.45% | 151 | +1,752 | 7.26% | Q1 2026 | Apr 28, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 25,855 | 2,474 | 0.28% | 0.3% | 152 | -728 | -2.74% | Q1 2026 | Apr 10, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 25,820 | 2,471 | 1.87% | 1.43% | 153 | +5,999 | 30.27% | Q1 2026 | Apr 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 25,399 | 2,469 | 0.66% | 0.66% | 154 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 25,835 | 2,466 | 0.02% | 0.06% | 155 | -35,297 | -57.74% | Q1 2026 | Apr 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 25,116 | 2,404 | 0.0% | 0.0% | 156 | -974 | -3.73% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 24,581 | 2,352 | 0.05% | 0.06% | 157 | -948 | -3.71% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,430 | 2,338 | 0.0% | 0.0% | 158 | +841 | 3.57% | Q1 2026 | May 14, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 23,978 | 2,295 | 0.87% | 0.39% | 159 | +13,349 | 125.59% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | New | 23,349 | 2,234 | 0.02% | — | 160 | +23,349 | New | Q1 2026 | May 12, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 22,873 | 2,189 | 0.48% | 0.57% | 161 | -3,418 | -13.0% | Q1 2026 | Apr 27, 2026 |
| Mount Lucas Management LP | History | Added to | 22,574 | 2,160 | 0.8% | 0.79% | 162 | +2,145 | 10.5% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 22,362 | 2,140 | 0.08% | 0.07% | 163 | +2,009 | 9.87% | Q1 2026 | Apr 20, 2026 |
| Navigation Wealth Management, Inc. | History | Reduced | 22,190 | 2,124 | 7.66% | 8.64% | 164 | -37,664 | -62.93% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,812 | 2,120 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 21,718 | 2,078 | 0.03% | 0.03% | 166 | +7,781 | 55.83% | Q1 2026 | May 18, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 21,320 | 2,040 | 0.7% | 0.33% | 167 | +12,044 | 129.84% | Q1 2026 | Apr 28, 2026 |
| Red Wave Investments LLC | History | Reduced | 21,015 | 2,011 | 0.6% | 0.61% | 168 | -161 | -0.76% | Q1 2026 | May 08, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 20,832 | 2,006 | 0.75% | 0.59% | 169 | +5,580 | 36.59% | Q1 2026 | May 12, 2026 |
| TFB Advisors LLC | History | Added to | 20,756 | 1,986 | 1.04% | 0.54% | 170 | +716 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Stephenson & Company, Inc. | History | Added to | 20,642 | 1,975 | 1.07% | 1.06% | 171 | +826 | 4.17% | Q1 2026 | May 12, 2026 |
| Sincerus Advisory, LLC | History | Added to | 19,967 | 1,911 | 1.45% | 1.54% | 172 | +303 | 1.54% | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 19,837 | 1,898 | 0.05% | 0.05% | 173 | -361 | -1.79% | Q1 2026 | Apr 27, 2026 |
| Caldwell Trust Co | History | Added to | 19,707 | 1,886 | 0.17% | 0.16% | 174 | +1,131 | 6.09% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 19,595 | 1,875 | 0.1% | — | 175 | +19,595 | New | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 19,528 | 1,869 | 0.02% | 0.02% | 176 | -228 | -1.15% | Q1 2026 | May 05, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 19,065 | 1,824 | 0.74% | 0.56% | 178 | +5,670 | 42.33% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,061 | 1,824 | 0.04% | 0.03% | 177 | +5,264 | 38.15% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 19,034 | 1,821 | 0.02% | 0.02% | 179 | +132 | 0.7% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Reduced | 18,967 | 1,815 | 0.01% | 0.01% | 180 | -6,429 | -25.32% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,735 | 1,793 | 0.12% | 0.09% | 181 | +7,428 | 65.69% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,638 | 1,783 | 0.04% | 0.03% | 182 | +5,160 | 38.28% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 18,583 | 1,778 | 0.0% | 0.0% | 183 | +10,814 | 139.19% | Q1 2026 | May 12, 2026 |
| Eddie Patel Inc | History | Added to | 18,165 | 1,738 | 1.34% | 0.39% | 184 | +12,763 | 236.26% | Q1 2026 | May 11, 2026 |
| Austin Private Wealth, LLC | History | No change | 17,380 | 1,689 | 0.13% | 0.13% | 185 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 17,291 | 1,655 | 0.01% | 0.01% | 186 | +1,854 | 12.01% | Q1 2026 | May 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 17,273 | 1,653 | 0.49% | 0.53% | 187 | -170 | -0.97% | Q1 2026 | Apr 06, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 17,148 | 1,641 | 0.19% | 0.15% | 189 | +3,163 | 22.62% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 17,149 | 1,641 | 0.04% | 0.04% | 188 | +157 | 0.92% | Q1 2026 | Apr 29, 2026 |
| Quantum Portfolio Management LLC | History | No change | 16,365 | 1,566 | 0.68% | 0.7% | 190 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 16,174 | 1,548 | 0.03% | 0.03% | 191 | +1,562 | 10.69% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Added to | 15,986 | 1,530 | 0.09% | 0.08% | 192 | +724 | 4.74% | Q1 2026 | May 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 15,741 | 1,506 | 0.11% | 0.13% | 193 | -5,481 | -25.83% | Q1 2026 | Apr 16, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 15,497 | 1,483 | 0.85% | 0.88% | 194 | +147 | 0.96% | Q1 2026 | Apr 16, 2026 |
| Kelsey Financial, LLC | History | Added to | 15,386 | 1,472 | 1.29% | 1.26% | 195 | +342 | 2.27% | Q1 2026 | May 06, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 15,256 | 1,460 | 0.19% | 0.19% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 14,919 | 1,428 | 0.2% | 0.27% | 197 | -2,341 | -13.56% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,821 | 1,418 | 0.0% | 0.0% | 198 | -2,908 | -16.4% | Q1 2026 | Apr 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 14,448 | 1,383 | 0.09% | 0.07% | 199 | +3,751 | 35.07% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 14,351 | 1,374 | 0.0% | 0.0% | 200 | -158 | -1.09% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 14,310 | 1,369 | 0.09% | 0.06% | 201 | +7,677 | 115.74% | Q1 2026 | May 18, 2026 |
| SageView Advisory Group, LLC | History | No change | 14,015 | 1,362 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 14,196 | 1,358 | 0.21% | 4.3% | 203 | -265,630 | -94.93% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 14,175 | 1,356 | 0.05% | — | 204 | +14,175 | New | Q1 2026 | May 14, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 13,898 | 1,351 | 0.15% | 0.15% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 14,106 | 1,350 | 0.27% | 0.22% | 206 | +2,968 | 26.65% | Q1 2026 | Apr 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 13,965 | 1,336 | 0.19% | 0.18% | 207 | +433 | 3.2% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,907 | 1,331 | 0.02% | 0.01% | 208 | +9,494 | 215.14% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,411 | 1,283 | 0.02% | 0.02% | 209 | +1,065 | 8.63% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 13,256 | 1,268 | 0.0% | 0.0% | 210 | -8,489 | -39.04% | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Added to | 12,881 | 1,232 | 0.04% | 0.04% | 211 | +1,255 | 10.79% | Q1 2026 | May 15, 2026 |
| First Western Trust Bank | History | Added to | 12,843 | 1,229 | 0.06% | 0.06% | 212 | +23 | 0.18% | Q1 2026 | May 12, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | New | 12,750 | 1,220 | 0.29% | — | 213 | +12,750 | New | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,662 | 1,211 | 0.0% | 0.0% | 214 | -2,708 | -17.62% | Q1 2026 | May 14, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 12,605 | 1,206 | 1.17% | 1.14% | 215 | +650 | 5.44% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 12,493 | 1,195 | 0.03% | 0.03% | 216 | +2,514 | 25.19% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | Added to | 12,373 | 1,186 | 0.01% | 0.01% | 217 | +174 | 1.43% | Q1 2026 | Apr 28, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 12,377 | 1,184 | 0.02% | 0.02% | 218 | +1,172 | 10.46% | Q1 2026 | Apr 10, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 12,315 | 1,178 | 0.57% | — | 219 | +12,315 | New | Q1 2026 | Apr 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,255 | 1,173 | 0.05% | 0.05% | 220 | +188 | 1.56% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,834 | 1,132 | 0.06% | 0.06% | 221 | +176 | 1.51% | Q1 2026 | Apr 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 11,698 | 1,119 | 0.03% | 0.04% | 222 | -3,793 | -24.49% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,594 | 1,118 | 0.02% | 0.05% | 223 | +708 | 6.5% | Q1 2026 | May 01, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 11,600 | 1,110 | 0.01% | 0.01% | 224 | -42 | -0.36% | Q1 2026 | Apr 21, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 11,507 | 1,101 | 1.12% | 1.38% | 225 | -1,766 | -13.31% | Q1 2026 | May 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 11,388 | 1,090 | 0.71% | 0.67% | 226 | +183 | 1.63% | Q1 2026 | Apr 15, 2026 |
| Capital CS Group, LLC | History | Added to | 11,384 | 1,089 | 2.24% | 1.7% | 227 | +22 | 0.19% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 11,203 | 1,072 | 0.01% | 0.01% | 228 | +200 | 1.82% | Q1 2026 | May 05, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 11,133 | 1,065 | 0.32% | 0.47% | 229 | -2,015 | -15.33% | Q1 2026 | May 08, 2026 |
| American Money Management, LLC | History | New | 11,000 | 1,052 | 0.17% | — | 230 | +11,000 | New | Q1 2026 | May 11, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 11,045 | 1,046 | 0.16% | 0.18% | 231 | -907 | -7.59% | Q1 2026 | May 07, 2026 |
| BANK OF NOVA SCOTIA | History | New | 10,612 | 1,015 | 0.0% | — | 232 | +10,612 | New | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 10,077 | 964 | 0.03% | 0.06% | 233 | -12,880 | -56.1% | Q1 2026 | May 18, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,961 | 953 | 0.02% | 0.02% | 234 | -85 | -0.85% | Q1 2026 | Apr 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,835 | 941 | 0.01% | 0.01% | 235 | -345 | -3.39% | Q1 2026 | Apr 23, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 9,669 | 925 | 0.12% | 0.37% | 236 | -19,413 | -66.75% | Q1 2026 | Apr 16, 2026 |
| Freedom Financial Partners LLC | History | Added to | 9,630 | 921 | 0.33% | 0.33% | 237 | +432 | 4.7% | Q1 2026 | Apr 16, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 9,500 | 909 | 0.19% | — | 238 | +9,500 | New | Q1 2026 | May 04, 2026 |
| Covenant Partners, LLC | History | No change | 9,158 | 890 | 0.26% | 0.26% | 239 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | Added to | 9,210 | 881 | 0.05% | 0.01% | 240 | +7,660 | 494.19% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 9,200 | 880 | 0.0% | 0.0% | 241 | +4,900 | 113.95% | Q1 2026 | May 12, 2026 |
| Tactive Advisors, LLC | History | Reduced | 9,096 | 870 | 0.25% | 0.26% | 242 | -158 | -1.71% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,027 | 864 | 0.03% | 0.03% | 243 | -7,097 | -44.02% | Q1 2026 | Apr 23, 2026 |
| Global View Capital Management LLC | History | Reduced | 9,033 | 864 | 0.23% | 0.21% | 245 | -2,569 | -22.14% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 9,032 | 864 | 0.24% | 0.31% | 244 | -2,050 | -18.5% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 8,896 | 851 | 0.0% | 0.0% | 246 | +3,914 | 78.56% | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 8,780 | 840 | 0.53% | 0.22% | 248 | +1,843 | 26.57% | Q1 2026 | May 01, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 8,784 | 840 | 0.48% | 0.58% | 247 | -1,669 | -15.97% | Q1 2026 | Apr 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,754 | 837 | 0.01% | 0.01% | 249 | -98 | -1.11% | Q1 2026 | May 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,621 | 825 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Genesis Financial Group, LLC | History | Reduced | 8,414 | 805 | 0.51% | 0.49% | 251 | -222 | -2.57% | Q1 2026 | May 18, 2026 |
| Cedrus Wealth Group LLC | History | New | 8,402 | 804 | 0.89% | — | 252 | +8,402 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,396 | 803 | 0.0% | 0.0% | 253 | -4,586 | -35.33% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,263 | 790 | 0.01% | 0.01% | 254 | +880 | 11.92% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,070 | 772 | 0.03% | 0.14% | 255 | -32,931 | -80.32% | Q1 2026 | Apr 07, 2026 |
| Blue Capital, Inc. | History | New | 8,004 | 766 | 0.5% | — | 256 | +8,004 | New | Q1 2026 | Apr 24, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,808 | 747 | 0.03% | 0.03% | 257 | +137 | 1.79% | Q1 2026 | May 13, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 7,691 | 736 | 0.01% | 0.01% | 258 | -2,287 | -22.92% | Q1 2026 | Apr 15, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 7,664 | 733 | 0.58% | 0.5% | 259 | +516 | 7.22% | Q1 2026 | Apr 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 7,577 | 725 | 0.24% | 0.26% | 260 | -555 | -6.82% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 7,568 | 724 | 0.07% | 0.07% | 261 | +51 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Headlands Technologies LLC | History | New | 7,507 | 718 | 0.08% | — | 262 | +7,507 | New | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 7,429 | 711 | 0.06% | 0.06% | 263 | -556 | -6.96% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,157 | 691 | 0.03% | 0.01% | 264 | +4,990 | 15.05% | Q1 2026 | May 15, 2026 |
| Integrated Capital Management, LLC | History | Added to | 7,036 | 673 | 0.28% | 0.28% | 265 | +235 | 3.46% | Q1 2026 | Apr 17, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 7,001 | 670 | 0.16% | 1.3% | 267 | -47,874 | -87.24% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 7,082 | 670 | 0.0% | 0.0% | 266 | -1,934 | -21.45% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 6,987 | 668 | 0.15% | 0.21% | 268 | -1,846 | -20.9% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,972 | 667 | 0.0% | 0.0% | 269 | -1,675 | -19.37% | Q1 2026 | Apr 30, 2026 |
| Probity Advisors, Inc. | History | Added to | 6,965 | 666 | 0.11% | 0.11% | 270 | +52 | 0.75% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 6,955 | 665 | 0.17% | 0.1% | 271 | +2,989 | 75.37% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,919 | 662 | 0.02% | 0.03% | 272 | -2,554 | -26.96% | Q1 2026 | May 06, 2026 |
| Sharper & Granite LLC | History | Added to | 6,867 | 657 | 0.22% | 0.22% | 273 | +514 | 8.09% | Q1 2026 | Apr 08, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 6,863 | 653 | 0.32% | 0.27% | 274 | +1,369 | 24.92% | Q1 2026 | Apr 20, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 6,772 | 648 | 0.44% | 0.38% | 275 | +960 | 16.52% | Q1 2026 | May 04, 2026 |
| Advisory Alpha, LLC | History | Reduced | 6,700 | 641 | 0.02% | 0.02% | 276 | -220 | -3.18% | Q1 2026 | May 14, 2026 |
| Auour Investments LLC | History | Reduced | 6,677 | 639 | 0.2% | 0.21% | 277 | -12 | -0.18% | Q1 2026 | Apr 20, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 6,667 | 638 | 1.43% | 0.6% | 278 | +3,894 | 140.43% | Q1 2026 | Apr 27, 2026 |
| Livet Wealth, LLC | History | Added to | 6,660 | 637 | 0.4% | 0.39% | 279 | +92 | 1.4% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,634 | 635 | 0.02% | 0.02% | 280 | +164 | 2.53% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,500 | 622 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 6,435 | 615 | 0.38% | — | 282 | +6,435 | New | Q1 2026 | Apr 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 6,396 | 612 | 0.02% | 0.0% | 283 | +4,078 | 175.93% | Q1 2026 | Apr 29, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 6,396 | 612 | 0.2% | 0.21% | 284 | +94 | 1.49% | Q1 2026 | Apr 24, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 6,117 | 585 | 0.32% | 0.31% | 285 | +68 | 1.12% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,106 | 584 | 0.02% | 0.02% | 286 | +1,003 | 19.66% | Q1 2026 | May 11, 2026 |
| Inscription Capital, LLC | History | Added to | 5,981 | 572 | 0.06% | 0.06% | 287 | +15 | 0.25% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,914 | 566 | 0.01% | 0.01% | 288 | -367 | -5.84% | Q1 2026 | May 15, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 5,884 | 563 | 1.01% | 0.56% | 289 | +2,858 | 94.45% | Q1 2026 | Apr 14, 2026 |
| United Advisor Group, LLC | History | Added to | 5,887 | 563 | 0.07% | 0.07% | 290 | +358 | 6.47% | Q1 2026 | Apr 17, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 5,834 | 558 | 0.59% | 0.45% | 291 | +3,374 | 137.15% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 5,796 | 554 | 0.02% | 0.02% | 292 | +642 | 12.46% | Q1 2026 | May 13, 2026 |
| AlTi Global, Inc. | History | Reduced | 5,544 | 530 | 0.01% | 0.01% | 294 | -502 | -8.3% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,547 | 530 | 0.02% | 0.02% | 293 | +99 | 1.82% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,493 | 525 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 5,429 | 519 | 0.08% | 0.08% | 296 | -150 | -2.69% | Q1 2026 | May 05, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 5,414 | 518 | 0.12% | 0.12% | 297 | +121 | 2.29% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 5,380 | 514 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 5,308 | 508 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 5,100 | 488 | 0.07% | 0.08% | 300 | -1,000 | -16.39% | Q1 2026 | May 15, 2026 |
| Gibbs Wealth Management | History | Reduced | 5,080 | 486 | 0.06% | 0.19% | 301 | -2,924 | -36.53% | Q1 2026 | May 13, 2026 |
| Fortis Capital Management LLC | History | Added to | 5,065 | 484 | 0.05% | 0.06% | 302 | +56 | 1.12% | Q1 2026 | May 11, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,002 | 478 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CacheTech Inc. | History | Reduced | 4,993 | 477 | 0.09% | 0.15% | 305 | -3,594 | -41.85% | Q1 2026 | May 11, 2026 |
| Adams Wealth Management | History | Added to | 4,993 | 477 | 0.1% | 0.1% | 304 | +335 | 7.19% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,927 | 471 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Heirloom Wealth Management | History | New | 4,903 | 469 | 0.08% | — | 308 | +4,903 | New | Q1 2026 | Apr 14, 2026 |
| Yoffe Investment Management, LLC | History | No change | 4,905 | 469 | 0.6% | 0.61% | 307 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ARWA LLC | History | Reduced | 4,815 | 465 | 0.23% | 0.29% | 309 | -309 | -6.03% | Q1 2026 | Apr 13, 2026 |
| Omnitrust Wealth Management, Inc | History | Reduced | 4,841 | 463 | 0.6% | 0.65% | 310 | -427 | -8.11% | Q1 2026 | Apr 22, 2026 |
| Fullerton Advisors, LLC | History | Added to | 4,729 | 452 | 0.47% | 0.45% | 311 | +53 | 1.13% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Reduced | 4,594 | 439 | 0.02% | 0.02% | 312 | -194 | -4.05% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,557 | 436 | 0.01% | 0.0% | 313 | +2,025 | 79.98% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 4,500 | 430 | 0.0% | 0.02% | 314 | -159,100 | -97.25% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,491 | 429 | 0.04% | 0.04% | 315 | -70 | -1.53% | Q1 2026 | Apr 30, 2026 |
| Single Point Partners, LLC | History | Reduced | 4,419 | 422 | 0.08% | 0.08% | 316 | -3 | -0.07% | Q1 2026 | Apr 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 4,404 | 421 | 0.06% | 0.06% | 317 | -186 | -4.05% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 4,350 | 416 | 0.0% | 0.0% | 318 | +108 | 2.55% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,326 | 414 | 0.02% | 0.01% | 319 | +299 | 7.42% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 4,358 | 412 | 0.01% | 0.02% | 320 | -43 | -0.98% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,187 | 405 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| International Private Wealth Advisors LLC | History | New | 4,153 | 397 | 0.24% | — | 322 | +4,153 | New | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 4,088 | 391 | 0.05% | 0.05% | 323 | -86 | -2.06% | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,036 | 389 | 0.0% | 0.01% | 324 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 4,054 | 388 | 0.25% | 0.23% | 325 | +272 | 7.19% | Q1 2026 | Apr 08, 2026 |
| Balboa Wealth Partners | History | New | 4,033 | 386 | 0.06% | — | 326 | +4,033 | New | Q1 2026 | Apr 16, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 4,030 | 385 | 0.03% | 0.03% | 327 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keystone Wealth Services, LLC | History | New | 3,989 | 381 | 0.08% | — | 328 | +3,989 | New | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 3,965 | 379 | 0.0% | 0.0% | 329 | +34 | 0.86% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 3,949 | 378 | 0.0% | 0.0% | 330 | +39 | 1.0% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,923 | 375 | 0.01% | 0.01% | 331 | -48 | -1.21% | Q1 2026 | May 15, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Reduced | 3,854 | 368 | 0.4% | 2.35% | 332 | -18,693 | -82.91% | Q1 2026 | Apr 20, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 3,809 | 364 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 3,749 | 358 | 2.72% | 3.82% | 334 | -3,000 | -44.45% | Q1 2026 | May 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 3,733 | 357 | 0.06% | 0.1% | 336 | -2,564 | -40.72% | Q1 2026 | Apr 21, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 3,737 | 357 | 0.09% | 0.11% | 335 | -495 | -11.7% | Q1 2026 | Apr 28, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 3,717 | 355 | 0.17% | — | 338 | +3,717 | New | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | No change | 3,716 | 355 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 3,700 | 354 | 0.23% | 0.24% | 339 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 3,727 | 353 | 0.4% | 0.43% | 340 | -782 | -17.34% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 3,684 | 352 | 0.01% | 0.01% | 341 | -598 | -13.97% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,619 | 349 | 0.02% | 0.02% | 342 | -22 | -0.6% | Q1 2026 | Apr 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 3,640 | 348 | 0.0% | 0.0% | 343 | -1,499 | -29.17% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 3,630 | 347 | 0.03% | — | 344 | +3,630 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 3,601 | 344 | 0.0% | — | 345 | +3,601 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,552 | 340 | 0.0% | 0.01% | 346 | -2,065 | -36.76% | Q1 2026 | Apr 28, 2026 |
| Argent Trust Co | History | Added to | 3,535 | 338 | 0.01% | 0.01% | 347 | +9 | 0.26% | Q1 2026 | May 13, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 3,523 | 337 | 0.08% | — | 349 | +3,523 | New | Q1 2026 | Apr 17, 2026 |
| Global Financial Private Client, LLC | History | Added to | 3,531 | 337 | 0.11% | 0.09% | 348 | +976 | 38.2% | Q1 2026 | Apr 20, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 3,498 | 334 | 0.12% | 0.13% | 350 | -365 | -9.45% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 3,474 | 332 | 0.01% | 0.01% | 351 | -19 | -0.54% | Q1 2026 | Apr 08, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 3,459 | 331 | 0.2% | 0.2% | 352 | +316 | 10.05% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,450 | 330 | 0.01% | 0.01% | 353 | -370 | -9.69% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 3,443 | 329 | 0.34% | 0.42% | 354 | -670 | -16.29% | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | Reduced | 3,420 | 327 | 0.11% | 0.14% | 356 | -950 | -21.74% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,420 | 327 | 0.0% | 0.0% | 355 | -240 | -6.56% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 3,352 | 320 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 3,337 | 319 | 0.09% | 0.09% | 358 | +125 | 3.89% | Q1 2026 | Apr 16, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 3,307 | 316 | 0.32% | 0.28% | 359 | +415 | 14.35% | Q1 2026 | May 07, 2026 |
| October Effect Ltd | History | Added to | 3,287 | 314 | 0.36% | 0.32% | 360 | +309 | 10.38% | Q1 2026 | Apr 21, 2026 |
| John W. Brooker & Co., CPAs | History | New | 3,275 | 313 | 0.49% | — | 361 | +3,275 | New | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Added to | 3,261 | 312 | 0.01% | 0.01% | 362 | +89 | 2.81% | Q1 2026 | Apr 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 3,207 | 311 | 0.14% | 0.14% | 363 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 3,245 | 310 | 0.05% | 0.06% | 364 | -4,173 | -56.26% | Q1 2026 | Apr 24, 2026 |
| McLean Asset Management Corp | History | No change | 3,245 | 310 | 0.05% | 0.06% | 365 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,197 | 306 | 0.0% | 0.0% | 366 | +292 | 10.05% | Q1 2026 | Apr 22, 2026 |
| CX Institutional | History | Added to | 3,180 | 304 | 0.01% | 0.01% | 368 | +27 | 0.86% | Q1 2026 | Apr 06, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 3,183 | 304 | 0.2% | 0.13% | 367 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,333 | 303 | 0.0% | 0.0% | 369 | -1,037 | -23.73% | Q1 2026 | May 15, 2026 |
| Edge Financial Advisors LLC | History | No change | 3,100 | 301 | 0.13% | 0.13% | 370 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 3,124 | 299 | 0.17% | 0.15% | 371 | +500 | 19.05% | Q1 2026 | Apr 08, 2026 |
| Three Seasons Wealth, LLC | History | New | 3,120 | 298 | 0.11% | — | 373 | +3,120 | New | Q1 2026 | May 05, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 3,132 | 298 | 0.24% | 0.28% | 372 | -302 | -8.79% | Q1 2026 | Apr 08, 2026 |
| Heritage Trust Co | History | Reduced | 3,019 | 288 | 0.03% | 0.03% | 375 | -328 | -9.8% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,972 | 288 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | No change | 3,000 | 287 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 2,970 | 284 | 0.01% | 0.01% | 377 | +33 | 1.12% | Q1 2026 | May 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,965 | 283 | 0.03% | — | 379 | +2,965 | New | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,964 | 283 | 0.01% | 0.01% | 378 | -229 | -7.17% | Q1 2026 | Apr 14, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | New | 2,960 | 281 | 0.02% | — | 380 | +2,960 | New | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 2,929 | 280 | 0.04% | 0.06% | 381 | -1,268 | -30.21% | Q1 2026 | Apr 21, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 2,883 | 277 | 0.26% | 0.36% | 382 | +10 | 0.35% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 2,930 | 277 | 0.02% | 0.01% | 383 | +9 | 0.31% | Q1 2026 | Apr 24, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 2,856 | 273 | 0.08% | 0.1% | 384 | -982 | -25.59% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | Reduced | 2,862 | 272 | 0.01% | 0.01% | 385 | -144 | -4.79% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,822 | 269 | 0.01% | 0.01% | 386 | -32 | -1.12% | Q1 2026 | May 12, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 2,813 | 269 | 0.14% | 0.15% | 387 | +23 | 0.82% | Q1 2026 | Apr 24, 2026 |
| Rockingstone Advisors LLC | History | Added to | 2,795 | 267 | 0.12% | 0.1% | 388 | +456 | 19.5% | Q1 2026 | Apr 09, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 2,783 | 266 | 0.07% | 0.07% | 389 | -20 | -0.71% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,776 | 265 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,765 | 264 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,681 | 256 | 0.0% | 0.0% | 392 | -527 | -16.43% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,667 | 255 | 0.01% | 0.1% | 393 | -47,067 | -94.64% | Q1 2026 | May 13, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 2,659 | 254 | 0.08% | 0.07% | 394 | +214 | 8.75% | Q1 2026 | Apr 20, 2026 |
| Bridgewater Advisors Inc. | History | No change | 2,612 | 251 | 0.01% | 0.02% | 395 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,599 | 248 | 0.0% | 0.0% | 396 | +148 | 6.04% | Q1 2026 | May 07, 2026 |
| FF Advisors,LLC | History | New | 2,552 | 246 | 0.1% | — | 399 | +2,552 | New | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,576 | 246 | 0.0% | 0.0% | 398 | -1,106 | -30.04% | Q1 2026 | Apr 20, 2026 |
| COMMERCE BANK | History | Reduced | 2,580 | 246 | 0.0% | 0.0% | 397 | -958 | -27.08% | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | New | 2,530 | 242 | 0.01% | — | 400 | +2,530 | New | Q1 2026 | Apr 29, 2026 |
| XTX Topco Ltd | History | Reduced | 2,528 | 241 | 0.0% | 0.03% | 402 | -8,582 | -77.25% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 2,522 | 241 | 0.0% | 0.0% | 401 | -76 | -2.93% | Q1 2026 | May 15, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 239 | 0.19% | 0.18% | 404 | +1 | New | Q1 2026 | May 14, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 2,500 | 239 | 0.09% | 0.09% | 403 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,478 | 237 | 0.0% | — | 405 | +2,478 | New | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | New | 2,460 | 235 | 0.0% | — | 406 | +2,460 | New | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,445 | 234 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 2,428 | 233 | 0.03% | 0.03% | 408 | -140 | -5.45% | Q1 2026 | Apr 22, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 2,430 | 232 | 0.06% | 0.06% | 409 | +159 | 7.0% | Q1 2026 | Apr 15, 2026 |
| HUB Investment Partners, LLC | History | No change | 2,404 | 230 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,401 | 229 | 0.06% | 0.06% | 411 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OBSIDIAN CIO, LLC | History | New | 2,389 | 228 | 0.2% | — | 413 | +2,389 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,390 | 228 | 0.01% | 0.01% | 412 | +407 | 20.52% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 2,368 | 226 | 0.06% | 0.1% | 414 | -1,252 | -34.59% | Q1 2026 | May 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 2,371 | 226 | 0.06% | 0.06% | 415 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 2,312 | 221 | 0.02% | 0.07% | 416 | -8,434 | -78.49% | Q1 2026 | May 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,300 | 220 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 2,295 | 219 | 0.12% | 0.12% | 418 | +8 | 0.35% | Q1 2026 | May 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 2,281 | 218 | 0.02% | — | 419 | +2,281 | New | Q1 2026 | Apr 10, 2026 |
| Composition Wealth, LLC | History | New | 2,255 | 215 | 0.0% | — | 421 | +2,255 | New | Q1 2026 | Apr 08, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 2,248 | 215 | 0.21% | 0.21% | 420 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AXQ CAPITAL, LP | History | New | 2,245 | 214 | 0.03% | — | 424 | +2,245 | New | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | New | 2,244 | 214 | 0.0% | — | 423 | +2,244 | New | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,218 | 214 | 0.02% | 0.02% | 422 | -4 | -0.18% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | Reduced | 2,232 | 213 | 0.01% | 0.02% | 426 | -18 | -0.8% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 2,231 | 213 | 0.02% | 0.02% | 425 | -2 | -0.09% | Q1 2026 | Apr 30, 2026 |
| Van Diest Capital, LLC | History | New | 2,225 | 212 | 0.17% | — | 427 | +2,225 | New | Q1 2026 | May 15, 2026 |
| Joseph Group Capital Management | History | Reduced | 2,199 | 210 | 0.05% | 0.06% | 428 | -293 | -11.76% | Q1 2026 | May 08, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 2,196 | 210 | 0.01% | 0.01% | 429 | +20 | 0.92% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,191 | 209 | 0.01% | 0.01% | 430 | -168 | -7.12% | Q1 2026 | May 19, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,171 | 207 | 0.0% | — | 431 | +2,171 | New | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,144 | 205 | 0.01% | 0.02% | 432 | -1,556 | -42.05% | Q1 2026 | Apr 28, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 2,151 | 205 | 0.18% | 0.22% | 433 | -327 | -13.2% | Q1 2026 | May 11, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 2,139 | 204 | 0.11% | — | 435 | +2,139 | New | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,099 | 204 | 0.06% | 0.06% | 434 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 2,128 | 203 | 0.01% | 0.01% | 437 | -482 | -18.47% | Q1 2026 | May 13, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 2,125 | 203 | 0.08% | 0.09% | 438 | -150 | -6.59% | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,120 | 203 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Florin Court Capital LLP | History | Reduced | 2,100 | 201 | 0.76% | 2.37% | 439 | -15,400 | -88.0% | Q1 2026 | May 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 2,090 | 200 | 0.0% | — | 440 | +2,090 | New | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | New | 1,965 | 188 | 0.0% | — | 441 | +1,965 | New | Q1 2026 | Apr 16, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,913 | 183 | 0.05% | 0.06% | 442 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 1,671 | 159 | 0.0% | 0.0% | 443 | +903 | 117.58% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,614 | 154 | 0.0% | 0.0% | 444 | +115 | 7.67% | Q1 2026 | May 06, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 1,566 | 151 | 0.06% | 0.06% | 445 | +62 | 4.12% | Q1 2026 | Apr 27, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,541 | 147 | 0.05% | 0.04% | 446 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,527 | 146 | 0.01% | 0.01% | 447 | -19 | -1.23% | Q1 2026 | Apr 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,497 | 145 | 0.22% | 0.22% | 448 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,248 | 119 | 0.01% | 0.01% | 449 | -1,190 | -48.81% | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,210 | 115 | 0.06% | 0.03% | 451 | +563 | 87.02% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,202 | 115 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,196 | 114 | 0.0% | 0.0% | 452 | -2,673 | -69.09% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,130 | 108 | 0.01% | 0.01% | 453 | -340 | -23.13% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,101 | 105 | 0.0% | 0.0% | 455 | -790 | -41.78% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,106 | 105 | 0.01% | 0.01% | 454 | -40 | -3.49% | Q1 2026 | May 04, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,000 | 96 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Activest Wealth Management | History | Added to | 986 | 94 | 0.02% | 0.02% | 457 | +31 | 3.25% | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 932 | 89 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 920 | 88 | 0.0% | 0.0% | 459 | +108 | 13.3% | Q1 2026 | Apr 20, 2026 |
| EPG Wealth Management LLC | History | No change | 920 | 88 | 0.02% | 0.02% | 460 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 909 | 87 | 0.0% | 0.01% | 461 | -2,515 | -73.45% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 847 | 81 | 0.04% | 0.05% | 462 | -85 | -9.12% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 830 | 79 | 0.01% | 0.01% | 463 | +10 | 1.22% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | Added to | 819 | 78 | 0.02% | 0.01% | 464 | +287 | 53.95% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 800 | 76 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 771 | 73 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | No change | 760 | 72 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 746 | 71 | 0.01% | 0.0% | 468 | +60 | 8.75% | Q1 2026 | May 05, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 710 | 67 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 700 | 67 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 644 | 61 | 0.0% | — | 472 | +644 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 644 | 61 | 0.02% | 0.02% | 471 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 628 | 60 | 0.0% | 0.0% | 473 | -829 | -56.9% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 624 | 59 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 524 | 50 | 0.02% | 0.01% | 475 | +260 | 98.48% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | No change | 515 | 49 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 490 | 46 | 0.0% | 0.01% | 477 | -600 | -55.05% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 470 | 45 | 0.0% | 0.0% | 478 | -143 | -23.33% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 466 | 44 | 0.0% | 0.0% | 479 | -44 | -8.63% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 445 | 42 | 0.01% | 0.02% | 480 | -751 | -62.79% | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | Added to | 429 | 41 | 0.02% | 0.02% | 481 | +5 | 1.18% | Q1 2026 | May 07, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 420 | 40 | 0.02% | — | 483 | +420 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 426 | 40 | 0.0% | 0.0% | 482 | +1 | 0.24% | Q1 2026 | Apr 17, 2026 |
| Pacifica Partners Inc. | History | No change | 410 | 39 | 0.01% | 0.02% | 484 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 400 | 38 | 0.0% | 0.07% | 486 | -214,700 | -99.81% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 403 | 38 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 400 | 38 | 0.02% | 0.02% | 487 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | Reduced | 379 | 36 | 0.0% | 0.0% | 488 | -1,128 | -74.85% | Q1 2026 | Apr 07, 2026 |
| Olistico Wealth, LLC | History | No change | 372 | 35 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 360 | 34 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Key FInancial Inc | History | No change | 352 | 33 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 337 | 32 | 0.0% | 0.0% | 492 | +98 | 41.0% | Q1 2026 | May 08, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 2,956,989 | 31 | 0.0% | 0.09% | 493 | +2,927,188 | 9822.45% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 321 | 30 | 0.0% | 0.0% | 494 | +141 | 78.33% | Q1 2026 | May 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 318 | 30 | 0.02% | 0.03% | 495 | -24 | -7.02% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | New | 303 | 29 | 0.0% | — | 497 | +303 | New | Q1 2026 | Apr 28, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 305 | 29 | 0.02% | 0.02% | 496 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 302 | 28 | 0.0% | 0.0% | 498 | -13 | -4.13% | Q1 2026 | Apr 16, 2026 |
| BALLAST ADVISORS LLC | History | No change | 290 | 28 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 285 | 27 | 0.01% | — | 500 | +285 | New | Q1 2026 | Apr 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 254 | 24 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Seneschal Advisors, LLC | History | No change | 250 | 23 | 0.02% | 0.02% | 502 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dorato Capital Management | History | No change | 239 | 23 | 0.02% | 0.02% | 503 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 234 | 22 | 0.0% | 0.0% | 504 | -88 | -27.33% | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 223 | 21 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 214 | 20 | 0.02% | 0.02% | 507 | +5 | 2.39% | Q1 2026 | May 06, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 217 | 20 | 0.01% | 0.01% | 506 | +3 | 1.4% | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | No change | 200 | 19 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | No change | 200 | 19 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Caitlin John, LLC | History | No change | 204 | 19 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nova Wealth Management, Inc. | History | New | 180 | 17 | 0.01% | — | 511 | +180 | New | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | No change | 169 | 16 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 170 | 16 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 163 | 15 | 0.0% | — | 515 | +154 | 1711.11% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | No change | 157 | 15 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | No change | 166 | 15 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AlphaCore Capital LLC | History | New | 148 | 14 | 0.0% | — | 518 | +148 | New | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Added to | 151 | 14 | 0.01% | — | 517 | +147 | 3675.0% | Q1 2026 | May 07, 2026 |
| Richardson Capital Management LLC | History | No change | 126 | 12 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 132 | 12 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 124 | 11 | 0.0% | — | 524 | +124 | New | Q1 2026 | May 05, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 125 | 11 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 125 | 11 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | No change | 119 | 11 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 110 | 10 | 0.0% | — | 525 | +110 | New | Q1 2026 | May 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 99 | 9 | 0.0% | 0.0% | 526 | -6 | -5.71% | Q1 2026 | Apr 20, 2026 |
| Davis Capital Management | History | No change | 104 | 9 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rakuten Securities, Inc. | History | No change | 102 | 9 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sachetta, LLC | History | Reduced | 91 | 8 | 0.0% | 0.0% | 530 | -8 | -8.08% | Q1 2026 | May 01, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 89 | 8 | 0.0% | 0.0% | 529 | +1 | 1.14% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | No change | 78 | 7 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 70 | 6 | 0.0% | 0.0% | 534 | +6 | 9.38% | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 66 | 6 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 63 | 6 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bank of New Hampshire | History | No change | 66 | 6 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Reduced | 53 | 5 | 0.0% | 0.0% | 536 | -90 | -62.94% | Q1 2026 | Apr 22, 2026 |
| Hickory Point Bank & Trust | History | New | 58 | 5 | 0.0% | — | 538 | +58 | New | Q1 2026 | Apr 03, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Covestor Ltd | History | Added to | 26 | 3 | 0.0% | 0.0% | 541 | +21 | 420.0% | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | Added to | 41 | 3 | 0.0% | 0.0% | 539 | +1 | 2.5% | Q1 2026 | May 19, 2026 |
| TSFG, LLC | History | Added to | 33 | 3 | 0.0% | 0.0% | 540 | +1 | 3.13% | Q1 2026 | Apr 27, 2026 |
| Friedenthal Financial | History | Added to | 21 | 2 | 0.0% | 0.0% | 543 | +2 | 10.53% | Q1 2026 | Apr 20, 2026 |
| Founders Capital Management | History | Added to | 25 | 2 | 0.0% | 0.0% | 545 | +1 | 4.17% | Q1 2026 | Apr 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 21 | 2 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Legacy Bridge, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 22 | 2 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arlington Trust Co LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 20 | 1 | 0.0% | — | 550 | +20 | New | Q1 2026 | Apr 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 15 | 1 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 2.04% | — | -1,800,000 | -100.0% | Q1 2026 | May 08, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 9.51% | — | -396,498 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Closed out | 0 | 0 | — | 1.01% | — | -337,566 | -100.0% | Q1 2026 | May 14, 2026 |
| TOEWS CORP /ADV | History | Closed out | 0 | 0 | — | 4.65% | — | -329,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -256,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -210,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -166,301 | -100.0% | Q1 2026 | May 15, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 8.7% | — | -118,383 | -100.0% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -96,961 | -100.0% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -69,092 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -66,873 | -100.0% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -60,635 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -34,707 | -100.0% | Q1 2026 | May 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -27,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -24,708 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -22,196 | -100.0% | Q1 2026 | May 06, 2026 |
| MorganRosel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -19,143 | -100.0% | Q1 2026 | May 06, 2026 |
| AXS Investments LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -16,183 | -100.0% | Q1 2026 | May 06, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.21% | — | -14,800 | -100.0% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,500 | -100.0% | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,574 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Constant Guidance Financial LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -13,035 | -100.0% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -12,853 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,443 | -100.0% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, Corp | History | Closed out | 0 | 0 | — | 0.91% | — | -9,448 | -100.0% | Q1 2026 | May 05, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -8,564 | -100.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1 | 0 | — | 0.0% | — | -7,742 | -99.99% | Q1 2026 | May 06, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,430 | -100.0% | Q1 2026 | May 15, 2026 |
| First Citizens Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -6,080 | -100.0% | Q1 2026 | Apr 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,196 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,060 | -100.0% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,821 | -100.0% | Q1 2026 | May 20, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,450 | -100.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,821 | -100.0% | Q1 2026 | May 14, 2026 |
| Centennial Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,536 | -100.0% | Q1 2026 | Apr 20, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,306 | -100.0% | Q1 2026 | Apr 29, 2026 |
| 4Thought Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -3,223 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,825 | -100.0% | Q1 2026 | May 04, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,689 | -100.0% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,664 | -100.0% | Q1 2026 | May 04, 2026 |
| Madden Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,612 | -100.0% | Q1 2026 | May 11, 2026 |
| Broadview Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,538 | -100.0% | Q1 2026 | May 04, 2026 |
| Capstone Wealth Management Group LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,500 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Capital Asset Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,318 | -100.0% | Q1 2026 | Apr 24, 2026 |
| King Wealth Management Group | History | Closed out | 0 | 0 | — | 0.03% | — | -2,199 | -100.0% | Q1 2026 | May 04, 2026 |
| Petix & Botte Co | History | Closed out | 0 | 0 | — | 0.05% | — | -2,080 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,051 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Clark Wealth Partners | History | Closed out | 0 | 0 | — | 0.06% | — | -942 | -100.0% | Q1 2026 | May 11, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -729 | -100.0% | Q1 2026 | May 15, 2026 |
| Palouse Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -696 | -100.0% | Q1 2026 | Apr 24, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -533 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -514 | -100.0% | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -413 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -404 | -100.0% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -394 | -100.0% | Q1 2026 | May 22, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -355 | -100.0% | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -283 | -100.0% | Q1 2026 | May 11, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -249 | -100.0% | Q1 2026 | May 01, 2026 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -231 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -110 | -99.1% | Q1 2026 | May 04, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 01, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 07, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 01, 2026 |
| Mosley Wealth Management | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 27, 2026 |
| PMV Capital Advisers, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 16, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CITY HOLDING CO | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Dogwood Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |