iSHARES TRUST - LQD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 44,772,775 | 4,879,784 | 0.56% | 0.15% | 1 | +33,665,668 | 303.1% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 25,799,022 | 2,811,835 | 0.21% | 0.18% | 2 | +2,991,622 | 13.12% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 21,554,643 | 2,349,240 | 0.04% | 0.03% | 3 | +5,151,674 | 31.41% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,931,774 | 2,281,354 | 0.26% | 0.19% | 4 | +6,235,550 | 42.43% | Q1 2026 | May 15, 2026 |
| Meiji Yasuda Life Insurance Co | History | No change | 19,120,368 | 2,083,928 | 71.23% | 61.06% | 5 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 14,821,301 | 1,615,373 | 0.1% | 0.08% | 6 | +2,872,892 | 24.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 14,450,225 | 1,574,930 | 0.24% | 0.33% | 7 | -4,192,792 | -22.49% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Added to | 13,706,475 | 1,493,868 | 0.36% | 0.1% | 8 | +10,064,102 | 276.31% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 10,987,000 | 1,197,473 | 0.32% | 0.39% | 9 | -2,645,344 | -19.4% | Q1 2026 | Apr 30, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 10,913,210 | 1,189,430 | 2.42% | 2.31% | 10 | -139,758 | -1.26% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 10,734,837 | 1,169,989 | 2.57% | 2.7% | 11 | -216,717 | -1.98% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 10,601,426 | 1,155,449 | 1.42% | 0.22% | 12 | +8,942,000 | 538.86% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,273,041 | 996,609 | 0.48% | 0.01% | 13 | +6,162,722 | 5586.27% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,077,624 | 989,370 | 0.19% | 0.16% | 14 | +865,495 | 10.54% | Q1 2026 | May 11, 2026 |
| BARINGS LLC | History | Added to | 8,612,363 | 938,661 | 15.16% | 5.63% | 15 | +5,840,636 | 210.72% | Q1 2026 | May 06, 2026 |
| Japan Science & Technology Agency | History | Reduced | 8,506,450 | 927,117 | 19.27% | 20.87% | 16 | -1,800,000 | -17.46% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,003,542 | 877,146 | 0.2% | 0.09% | 17 | +4,409,198 | 122.67% | Q1 2026 | May 15, 2026 |
| ALLIANZ SE | History | No change | 7,862,205 | 856,901 | 9.5% | 11.16% | 18 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 7,502,220 | 817,666 | 6.04% | 8.54% | 19 | -2,501,000 | -25.0% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,122,891 | 667,333 | 0.18% | 0.18% | 20 | +731,594 | 13.57% | Q1 2026 | May 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 6,078,846 | 662,533 | 0.28% | 0.16% | 21 | +2,593,056 | 74.39% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,950,200 | 648,512 | 0.1% | 0.08% | 22 | +1,201,007 | 25.29% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,542,735 | 604,102 | 0.08% | 0.08% | 23 | +951,386 | 20.72% | Q1 2026 | May 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 5,108,800 | 556,808 | 0.97% | 0.16% | 24 | +4,344,799 | 568.69% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,725,000 | 514,977 | 4.55% | 7.12% | 25 | -1,190,000 | -20.12% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,199,050 | 457,654 | 0.12% | 0.11% | 26 | +379,445 | 9.93% | Q1 2026 | May 06, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 4,040,400 | 440,363 | 3.39% | 3.26% | 27 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 3,708,265 | 404,163 | 0.27% | 0.28% | 28 | -13,860 | -0.37% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 3,443,454 | 375,302 | 5.69% | 4.17% | 29 | +199,550 | 6.15% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,067,079 | 334,281 | 0.06% | 0.04% | 30 | +648,250 | 26.8% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS | History | Added to | 2,573,766 | 280,514 | 8.92% | 7.45% | 31 | +211,453 | 8.95% | Q1 2026 | May 12, 2026 |
| Empower Annuity Insurance Co | History | No change | 2,456,850 | 267,772 | 100.0% | 100.0% | 32 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Symetra Investment Management Co | History | Added to | 2,371,880 | 258,511 | 22.39% | 19.7% | 33 | +1,356,200 | 133.53% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Added to | 2,200,000 | 239,778 | 1.55% | 0.45% | 34 | +1,163,902 | 112.34% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 2,172,400 | 236,769 | 1.25% | 1.16% | 35 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 2,092,710 | 226,661 | 0.19% | 0.13% | 36 | +507,842 | 32.04% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,000,000 | 217,980 | 0.24% | 0.34% | 37 | -1,077,161 | -35.01% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,965,000 | 214,165 | 1.86% | 1.86% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,860,386 | 202,763 | 0.07% | 0.07% | 39 | -93,858 | -4.8% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,777,741 | 193,755 | 0.03% | 0.03% | 40 | -603,063 | -25.33% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,625,304 | 176,036 | 0.01% | 0.03% | 41 | -2,306,911 | -58.67% | Q1 2026 | May 13, 2026 |
| Members Trust Co | History | Added to | 1,569,008 | 171,006 | 5.68% | 5.4% | 42 | +66,029 | 4.39% | Q1 2026 | May 04, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Reduced | 1,533,188 | 167,102 | 3.52% | 17.59% | 43 | -5,478,110 | -78.13% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 1,368,140 | 149,113 | 1.69% | 1.58% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DV Trading LLC | History | Added to | 1,231,308 | 134,200 | 3.18% | 1.48% | 45 | +753,362 | 157.62% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,160,780 | 126,513 | 0.04% | 0.04% | 46 | +13,927 | 1.21% | Q1 2026 | May 14, 2026 |
| LMR Partners LLP | History | New | 1,147,200 | 125,033 | 0.28% | — | 47 | +1,147,200 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,126,162 | 122,740 | 0.07% | 0.07% | 48 | -35,907 | -3.09% | Q1 2026 | May 08, 2026 |
| North Dakota State Investment Board | History | Added to | 1,111,374 | 121,128 | 5.24% | 1.93% | 49 | +639,914 | 135.73% | Q1 2026 | May 08, 2026 |
| Waratah Capital Advisors Ltd. | History | New | 1,080,000 | 117,709 | 4.48% | — | 50 | +1,080,000 | New | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,035,759 | 112,887 | 0.12% | 0.12% | 51 | +6,183 | 0.6% | Q1 2026 | May 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 1,021,700 | 111,355 | 0.5% | 0.4% | 52 | +22,300 | 2.23% | Q1 2026 | May 15, 2026 |
| Trajan Wealth LLC | History | Added to | 101,085 | 110,117 | 4.45% | 0.46% | 53 | +1,739 | 1.75% | Q1 2026 | May 13, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | New | 1,000,000 | 108,990 | 13.53% | — | 54 | +1,000,000 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 996,590 | 108,618 | 0.22% | 0.23% | 55 | -19,425 | -1.91% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 995,764 | 108,528 | 0.3% | 0.28% | 56 | -29,718 | -2.9% | Q1 2026 | May 04, 2026 |
| GDS Wealth Management | History | Added to | 994,088 | 108,345 | 6.51% | 5.87% | 57 | +142,967 | 16.8% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | Reduced | 979,625 | 106,754 | 0.02% | 0.03% | 58 | -437,997 | -30.9% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 921,298 | 100,526 | 0.05% | 0.01% | 59 | +746,302 | 426.47% | Q1 2026 | Apr 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 891,382 | 97,151 | 1.15% | 1.18% | 60 | +19,054 | 2.18% | Q1 2026 | May 01, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 835,038 | 91,010 | 1.84% | 1.6% | 61 | +16,543 | 2.02% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 817,304 | 89,111 | 0.15% | 0.16% | 62 | -103,713 | -11.26% | Q1 2026 | May 05, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 804,261 | 87,656 | 0.07% | 0.06% | 63 | +108,154 | 15.54% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 726,716 | 78,965 | 0.75% | 0.56% | 64 | +253,903 | 53.7% | Q1 2026 | Apr 07, 2026 |
| APG Asset Management US Inc. | History | Reduced | 698,893 | 75,941 | 0.59% | 3.06% | 65 | -2,847,821 | -80.29% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 688,048 | 74,990 | 0.05% | 0.04% | 66 | +44,401 | 6.9% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 685,161 | 74,674 | 0.07% | 0.1% | 67 | -340,989 | -33.23% | Q1 2026 | May 12, 2026 |
| Ionic Capital Management LLC | History | New | 650,000 | 70,843 | 5.18% | — | 68 | +650,000 | New | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 649,900 | 70,832 | 0.1% | 0.05% | 69 | +349,900 | 116.63% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 588,086 | 64,115 | 0.09% | 0.1% | 70 | -36,978 | -5.92% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 575,000 | 62,669 | 0.03% | 0.01% | 71 | +358,600 | 165.71% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Reduced | 567,726 | 61,876 | 0.03% | 0.15% | 72 | -2,497,719 | -81.48% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 549,674 | 59,908 | 0.02% | 0.01% | 73 | +159,126 | 40.74% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 541,154 | 58,980 | 0.04% | 0.04% | 74 | +30,499 | 5.97% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL PLC | History | Added to | 524,387 | 57,152 | 0.33% | 0.26% | 75 | +223,247 | 74.13% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 491,359 | 53,553 | 0.27% | 0.29% | 76 | +9,782 | 2.03% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 485,537 | 52,918 | 0.07% | 0.05% | 77 | +158,933 | 48.66% | Q1 2026 | Apr 27, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 434,940 | 47,404 | 0.24% | 0.27% | 78 | -70,660 | -13.98% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 411,064 | 44,801 | 0.01% | 0.35% | 79 | -736,781 | -64.19% | Q1 2026 | May 04, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 410,991 | 44,793 | 0.17% | 0.2% | 80 | -100,000 | -19.57% | Q1 2026 | May 05, 2026 |
| AOZORA BANK, LTD. | History | Added to | 400,000 | 43,596 | 100.0% | 20.3% | 81 | +340,000 | 566.67% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 390,505 | 42,561 | 0.05% | 0.05% | 82 | +9,511 | 2.5% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 384,708 | 41,929 | 0.16% | 0.2% | 83 | -53,086 | -12.13% | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | New | 368,388 | 40,150 | 0.1% | — | 84 | +368,388 | New | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 357,314 | 38,943 | 0.21% | 0.32% | 85 | -121,238 | -25.33% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 356,381 | 38,841 | 0.67% | 0.69% | 86 | +13,308 | 3.88% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 350,054 | 38,154 | 0.04% | 0.05% | 87 | -25,544 | -6.8% | Q1 2026 | May 05, 2026 |
| PAYDEN & RYGEL | History | Reduced | 347,496 | 37,874 | 2.92% | 3.54% | 88 | -116,900 | -25.17% | Q1 2026 | May 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 346,472 | 37,761 | 0.02% | 0.02% | 89 | -87,957 | -20.25% | Q1 2026 | May 18, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 345,220 | 37,626 | 0.53% | 0.84% | 90 | -254,980 | -42.48% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 341,308 | 37,199 | 1.03% | 1.01% | 91 | +8,411 | 2.53% | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 340,111 | 37,068 | 1.49% | 1.45% | 92 | +11,223 | 3.41% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 336,828 | 36,711 | 0.07% | 0.07% | 93 | -27,532 | -7.56% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | Added to | 331,893 | 36,173 | 3.63% | 3.47% | 94 | +12,594 | 3.94% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 327,885 | 35,736 | 0.2% | 0.16% | 95 | -84,758 | -20.54% | Q1 2026 | Apr 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 320,179 | 34,896 | 0.25% | — | 96 | +320,179 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 317,778 | 34,634 | 0.39% | 0.25% | 97 | +119,795 | 60.51% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 309,232 | 33,703 | 0.05% | 0.04% | 98 | +35,226 | 12.86% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 306,942 | 33,453 | 0.46% | 0.27% | 99 | +136,557 | 80.15% | Q1 2026 | May 12, 2026 |
| Leo Wealth, LLC | History | Added to | 304,760 | 33,214 | 2.41% | 1.91% | 100 | +65,990 | 27.64% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 304,105 | 33,144 | 0.26% | 0.4% | 101 | -122,223 | -28.67% | Q1 2026 | Apr 07, 2026 |
| Saba Capital Management, L.P. | History | Added to | 300,000 | 32,697 | 0.9% | 0.05% | 102 | +284,281 | 1808.52% | Q1 2026 | May 15, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 297,300 | 32,402 | 1.9% | 1.65% | 103 | +33,400 | 12.66% | Q1 2026 | May 06, 2026 |
| BANK HAPOALIM BM | History | Reduced | 297,866 | 32,381 | 4.97% | 5.13% | 104 | -238,065 | -44.42% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 296,592 | 32,325 | 0.05% | 0.04% | 105 | +68,185 | 29.85% | Q1 2026 | May 14, 2026 |
| Towercrest Capital Management | History | Added to | 291,268 | 31,745 | 4.95% | 4.2% | 106 | +49,314 | 20.38% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 289,047 | 31,503 | 0.05% | 0.01% | 107 | +223,487 | 340.89% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 286,500 | 31,225 | 0.06% | 0.12% | 108 | -313,500 | -52.25% | Q1 2026 | May 15, 2026 |
| Strong Tower Advisory Services | History | Added to | 281,664 | 30,698 | 5.78% | 5.11% | 109 | +22,699 | 8.77% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 279,033 | 30,411 | 0.44% | 0.47% | 110 | +325 | 0.12% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 276,301 | 30,114 | 0.7% | 0.47% | 111 | +100,278 | 56.97% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 273,400 | 29,797 | 0.03% | 0.01% | 112 | +139,533 | 104.23% | Q1 2026 | May 14, 2026 |
| American Family Investments, Inc. | History | No change | 273,400 | 29,797 | 0.78% | 1.08% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Joule Financial, LLC | History | Added to | 267,204 | 29,122 | 8.48% | 8.64% | 114 | +5,522 | 2.11% | Q1 2026 | Apr 14, 2026 |
| NYL Investors LLC | History | Added to | 265,872 | 28,977 | 10.95% | 9.91% | 115 | +1,123 | 0.42% | Q1 2026 | May 07, 2026 |
| Planning Project LLC | History | No change | 257,087 | 28,328 | 7.12% | 7.12% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 257,303 | 28,043 | 2.52% | 1.45% | 117 | +34,847 | 15.66% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 256,772 | 27,986 | 1.74% | — | 118 | +256,772 | New | Q1 2026 | May 08, 2026 |
| Westshore Wealth, LLC | History | No change | 250,758 | 27,630 | 9.14% | 9.14% | 119 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 251,203 | 27,378 | 3.06% | 3.5% | 120 | -25,452 | -9.2% | Q1 2026 | Apr 10, 2026 |
| Constellation Investments, Inc. | History | No change | 249,317 | 27,173 | 0.9% | 0.85% | 121 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 248,404 | 26,991 | 0.46% | 0.5% | 122 | -1,241 | -0.5% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 245,317 | 26,737 | 0.07% | 0.1% | 123 | -87,776 | -26.35% | Q1 2026 | Apr 30, 2026 |
| Regal Investment Advisors LLC | History | Added to | 244,646 | 26,664 | 1.54% | 1.54% | 124 | +11,298 | 4.84% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 241,595 | 26,331 | 0.03% | 0.0% | 125 | +237,736 | 6160.56% | Q1 2026 | Apr 16, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 225,865 | 24,888 | 0.85% | 0.85% | 126 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 228,225 | 24,874 | 1.45% | 1.38% | 127 | +24,805 | 12.19% | Q1 2026 | Apr 23, 2026 |
| SIG BROKERAGE, LP | History | Added to | 225,489 | 24,576 | 0.65% | 0.14% | 128 | +183,400 | 435.74% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 218,307 | 23,793 | 0.04% | 0.04% | 129 | +107,677 | 97.33% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 215,543 | 23,750 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 215,977 | 23,539 | 0.03% | 0.03% | 131 | -8,000 | -3.57% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 214,063 | 23,330 | 0.48% | 0.51% | 132 | -1,168 | -0.54% | Q1 2026 | Apr 27, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 211,541 | 23,055 | 0.14% | 0.2% | 133 | -77,665 | -26.85% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 209,435 | 22,826 | 0.06% | 0.13% | 134 | -300,000 | -58.89% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 208,171 | 22,688 | 0.02% | — | 135 | +208,171 | New | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 207,780 | 22,648 | 0.03% | — | 136 | +207,780 | New | Q1 2026 | May 12, 2026 |
| Summit Financial Consulting LLC | History | Added to | 204,293 | 22,265 | 15.94% | 15.81% | 137 | +6,723 | 3.4% | Q1 2026 | Apr 10, 2026 |
| Petrus Trust Company, LTA | History | No change | 202,029 | 22,019 | 2.41% | 2.25% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 201,546 | 21,966 | 2.68% | 2.54% | 139 | +4,541 | 2.31% | Q1 2026 | Apr 23, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 201,481 | 21,959 | 8.52% | 8.5% | 140 | +4,735 | 2.41% | Q1 2026 | Apr 08, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 200,481 | 21,850 | 0.09% | 0.08% | 141 | +11,999 | 6.37% | Q1 2026 | May 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 198,530 | 21,637 | 0.06% | 0.07% | 142 | -22,750 | -10.28% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 196,572 | 21,424 | 0.26% | 0.29% | 143 | +9,896 | 5.3% | Q1 2026 | Apr 23, 2026 |
| Invst, LLC | History | Added to | 195,993 | 21,361 | 2.41% | 1.74% | 144 | +50,410 | 34.63% | Q1 2026 | May 13, 2026 |
| Canal Capital Management, LLC | History | Added to | 195,567 | 21,314 | 2.88% | 2.86% | 145 | +12,683 | 6.93% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 193,980 | 21,141 | 1.47% | 1.4% | 146 | +8,017 | 4.31% | Q1 2026 | May 12, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 186,982 | 20,379 | 2.61% | 2.64% | 147 | +1,754 | 0.95% | Q1 2026 | May 04, 2026 |
| Alliance Wealth Management Group | History | Added to | 186,246 | 20,299 | 4.44% | 3.79% | 148 | +29,644 | 18.93% | Q1 2026 | Apr 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 185,782 | 20,248 | 0.07% | 0.08% | 149 | -12,233 | -6.18% | Q1 2026 | Apr 24, 2026 |
| DDFG, Inc | History | Added to | 183,933 | 20,046 | 4.32% | 4.31% | 150 | +5,279 | 2.95% | Q1 2026 | Apr 22, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 183,046 | 19,950 | 1.38% | 1.37% | 151 | -154 | -0.08% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 182,476 | 19,888 | 0.06% | 0.05% | 152 | +4,514 | 2.54% | Q1 2026 | May 05, 2026 |
| CI INVESTMENTS INC. | History | Added to | 180,644 | 19,688 | 0.1% | 0.09% | 153 | +1,816 | 1.02% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 179,097 | 19,519 | 0.03% | 0.02% | 154 | +50,677 | 39.46% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 179,052 | 19,511 | 0.02% | 0.01% | 155 | +94,463 | 111.67% | Q1 2026 | May 13, 2026 |
| Vision Capital Management, Inc. | History | Added to | 174,720 | 19,042 | 2.4% | 2.27% | 156 | +3,604 | 2.11% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 171,824 | 18,763 | 0.06% | 0.06% | 157 | +82,194 | 91.7% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 166,961 | 18,197 | 0.14% | 0.04% | 158 | +117,551 | 237.91% | Q1 2026 | Apr 15, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 163,788 | 17,851 | 4.93% | 4.43% | 159 | +1,141 | 0.7% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 159,380 | 17,370 | 0.41% | 0.39% | 160 | +13,003 | 8.88% | Q1 2026 | May 11, 2026 |
| Lighthouse Financial LLC | History | Added to | 154,747 | 16,865 | 10.17% | 6.2% | 161 | +68,615 | 79.66% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 154,109 | 16,796 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HMS Capital Management, LLC | History | Added to | 151,392 | 16,500 | 6.38% | 6.48% | 163 | +9,236 | 6.5% | Q1 2026 | Apr 22, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 148,909 | 16,229 | 0.13% | 0.13% | 164 | -275 | -0.18% | Q1 2026 | May 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 145,445 | 15,771 | 0.11% | 0.11% | 165 | +2,402 | 1.68% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 143,165 | 15,604 | 0.03% | 0.03% | 166 | -15,496 | -9.77% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 141,928 | 15,468 | 0.09% | 0.09% | 167 | -1,220 | -0.85% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 141,316 | 15,402 | 0.08% | 0.08% | 168 | +10,597 | 8.11% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 139,735 | 15,229 | 0.22% | 0.33% | 169 | -57,247 | -29.06% | Q1 2026 | May 13, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 139,708 | 15,226 | 2.14% | 2.04% | 170 | +4,658 | 3.45% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 137,379 | 14,972 | 0.12% | 0.11% | 171 | +3,050 | 2.27% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 134,747 | 14,686 | 0.04% | 0.05% | 172 | +9,982 | 8.0% | Q1 2026 | May 15, 2026 |
| Providence First Trust Co | History | Reduced | 134,227 | 14,629 | 5.14% | 5.19% | 173 | -1,900 | -1.4% | Q1 2026 | May 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 32,574,425 | 14,449 | 0.56% | 1.03% | 174 | +32,286,043 | 11195.58% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 132,059 | 14,393 | 0.21% | 0.22% | 175 | -7,485 | -5.36% | Q1 2026 | May 13, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | New | 131,139 | 14,292 | 3.22% | — | 176 | +131,139 | New | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 129,729 | 14,139 | 0.07% | 0.09% | 177 | -13,792 | -9.61% | Q1 2026 | May 08, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 128,238 | 13,976 | 2.63% | 4.68% | 178 | -105,222 | -45.07% | Q1 2026 | Apr 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 128,217 | 13,974 | 0.09% | 0.28% | 179 | -168,917 | -56.85% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 128,100 | 13,928 | 0.25% | 0.02% | 180 | +123,789 | 2871.47% | Q1 2026 | May 01, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Reduced | 125,409 | 13,735 | 9.6% | 10.77% | 181 | -887 | -0.7% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 125,000 | 13,623 | 0.05% | 0.06% | 182 | -40,000 | -24.24% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Reduced | 123,032 | 13,538 | 0.2% | 0.28% | 183 | -5,547 | -4.31% | Q1 2026 | Apr 20, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 123,987 | 13,513 | 5.53% | 5.61% | 184 | +2,595 | 2.14% | Q1 2026 | Apr 27, 2026 |
| Genus Capital Management Inc. | History | Added to | 122,861 | 13,390 | 1.53% | 1.3% | 185 | +21,665 | 21.41% | Q1 2026 | May 01, 2026 |
| MTC Wealth Management LLC | History | Added to | 121,712 | 13,265 | 6.3% | 5.82% | 186 | +9,178 | 8.16% | Q1 2026 | May 04, 2026 |
| Private Advisory Group LLC | History | Added to | 120,513 | 13,134 | 0.86% | 0.18% | 187 | +99,585 | 475.85% | Q1 2026 | May 08, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 120,423 | 13,124 | 1.82% | 1.84% | 188 | -7,408 | -5.8% | Q1 2026 | Apr 09, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 120,112 | 13,090 | 0.42% | 0.42% | 189 | +291 | 0.24% | Q1 2026 | Apr 30, 2026 |
| TrustBank | History | Added to | 119,099 | 12,980 | 5.03% | 5.42% | 190 | +1,126 | 0.95% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 118,308 | 12,895 | 0.1% | 0.1% | 191 | +2,054 | 1.77% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 118,291 | 12,892 | 0.0% | 0.06% | 192 | -1,631,729 | -93.24% | Q1 2026 | May 06, 2026 |
| One River Asset Management, LLC | History | New | 117,500 | 12,806 | 4.69% | — | 193 | +117,500 | New | Q1 2026 | Apr 27, 2026 |
| Idaho Trust Co | History | Added to | 116,203 | 12,664 | 4.12% | 3.97% | 194 | +7,432 | 6.83% | Q1 2026 | May 08, 2026 |
| TRB Wealth Management, LLC | History | New | 115,308 | 12,567 | 1.79% | — | 195 | +115,308 | New | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 113,396 | 12,359 | 0.02% | 0.02% | 196 | +34,895 | 44.45% | Q1 2026 | May 01, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 111,478 | 12,149 | 5.09% | 4.74% | 197 | +8,842 | 8.61% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Added to | 110,748 | 12,070 | 0.13% | 0.01% | 198 | +105,995 | 2230.07% | Q1 2026 | May 12, 2026 |
| Twele Capital Management, Inc. | History | Added to | 109,412 | 11,924 | 2.13% | 2.04% | 199 | +5,991 | 5.79% | Q1 2026 | Apr 07, 2026 |
| Rothschild Wealth LLC | History | Added to | 109,138 | 11,894 | 1.07% | 0.94% | 200 | +19,946 | 22.36% | Q1 2026 | May 06, 2026 |
| Net Worth Advisory Group | History | Added to | 105,578 | 11,506 | 2.39% | 2.32% | 201 | +1,451 | 1.39% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 105,100 | 11,454 | 0.06% | 0.07% | 202 | +11,643 | 12.46% | Q1 2026 | May 15, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 104,452 | 11,384 | 5.88% | 5.52% | 203 | +1,864 | 1.82% | Q1 2026 | May 06, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 103,840 | 11,317 | 0.03% | 0.04% | 204 | -18,720 | -15.27% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 102,902 | 11,215 | 0.12% | 0.04% | 205 | +76,344 | 287.46% | Q1 2026 | May 15, 2026 |
| Finhabits Advisors LLC | History | Added to | 100,809 | 10,987 | 10.14% | 10.18% | 206 | +2,333 | 2.37% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 101,789 | 10,954 | 0.01% | 0.01% | 207 | -2,985 | -2.85% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | Reduced | 100,267 | 10,928 | 0.12% | 0.2% | 208 | -31,930 | -24.15% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 99,943 | 10,892 | 0.31% | 0.96% | 209 | -200,105 | -66.69% | Q1 2026 | May 13, 2026 |
| Edenbrook Capital, LLC | History | No change | 100,000 | 10,854 | 3.38% | 2.05% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 99,404 | 10,834 | 0.3% | 0.29% | 211 | +3,162 | 3.29% | Q1 2026 | Apr 21, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 98,371 | 10,721 | 3.13% | 2.61% | 212 | +17,388 | 21.47% | Q1 2026 | May 01, 2026 |
| EFG International AG | History | Added to | 97,065 | 10,579 | 0.23% | 0.21% | 213 | +533 | 0.55% | Q1 2026 | May 15, 2026 |
| Kelsey Financial, LLC | History | Added to | 96,565 | 10,524 | 9.2% | 8.91% | 214 | +2,434 | 2.59% | Q1 2026 | May 06, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 96,446 | 10,511 | 4.35% | 3.91% | 215 | +8,111 | 9.18% | Q1 2026 | May 07, 2026 |
| Shelter Mutual Insurance Co | History | No change | 95,196 | 10,375 | 2.31% | 2.34% | 216 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 92,000 | 10,027 | 0.02% | — | 217 | +92,000 | New | Q1 2026 | May 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 90,829 | 10,005 | 1.55% | 1.55% | 218 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 89,798 | 9,787 | 0.85% | 0.82% | 219 | +9,228 | 11.45% | Q1 2026 | Apr 07, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 89,151 | 9,716 | 4.56% | 4.43% | 220 | -2,247 | -2.46% | Q1 2026 | Apr 27, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 88,546 | 9,650 | 0.63% | 0.63% | 221 | -1,583 | -1.76% | Q1 2026 | Apr 27, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 88,114 | 9,603 | 0.59% | 0.62% | 222 | -5,190 | -5.56% | Q1 2026 | May 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 87,138 | 9,507 | 0.66% | 0.75% | 223 | +8,909 | 11.39% | Q1 2026 | May 18, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 86,911 | 9,472 | 1.26% | 1.18% | 224 | +10,796 | 14.18% | Q1 2026 | Apr 13, 2026 |
| Legacy Private Trust Co. | History | Added to | 86,343 | 9,410 | 0.58% | 0.42% | 225 | +20,996 | 32.13% | Q1 2026 | Apr 07, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 85,581 | 9,327 | 0.22% | 0.23% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 85,363 | 9,314 | 0.02% | 0.03% | 227 | -84,684 | -49.8% | Q1 2026 | Apr 08, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 85,242 | 9,290 | 2.82% | 2.21% | 228 | +26,462 | 45.02% | Q1 2026 | Apr 21, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 84,869 | 9,249 | 1.77% | 1.75% | 229 | +1,780 | 2.14% | Q1 2026 | May 01, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 84,657 | 9,226 | 0.62% | 0.91% | 230 | -36,101 | -29.9% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 84,566 | 9,217 | 2.37% | 2.38% | 231 | -8,083 | -8.72% | Q1 2026 | Apr 28, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 83,690 | 9,121 | 0.7% | 0.53% | 232 | +5,000 | 6.35% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 82,740 | 9,017 | 0.04% | 0.04% | 233 | +4,265 | 5.43% | Q1 2026 | Apr 24, 2026 |
| WBH ADVISORY INC | History | Added to | 82,589 | 8,974 | 0.67% | 0.58% | 234 | +12,032 | 17.05% | Q1 2026 | Apr 27, 2026 |
| Anfield Capital Management, LLC | History | Added to | 81,694 | 8,903 | 2.45% | 2.56% | 235 | +7,956 | 10.79% | Q1 2026 | May 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 80,000 | 8,719 | 0.01% | 0.07% | 236 | -320,000 | -80.0% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 79,960 | 8,714 | 1.11% | 1.08% | 237 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 77,999 | 8,594 | 0.78% | 0.73% | 238 | +13,424 | 20.79% | Q1 2026 | Apr 09, 2026 |
| Curran Financial Partners, LLC | History | Added to | 75,937 | 8,276 | 1.48% | 1.33% | 239 | +12,217 | 19.17% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 75,645 | 8,244 | 0.15% | 0.14% | 240 | +5,578 | 7.96% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 74,680 | 8,229 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 75,236 | 8,199 | 0.1% | 0.1% | 242 | -108 | -0.14% | Q1 2026 | Apr 28, 2026 |
| NVWM, LLC | History | Reduced | 75,098 | 8,184 | 1.82% | 1.84% | 243 | -1,558 | -2.03% | Q1 2026 | Apr 27, 2026 |
| Chesapeake Wealth Management | History | Added to | 74,943 | 8,168 | 2.51% | 2.4% | 244 | +1,831 | 2.5% | Q1 2026 | May 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 73,532 | 8,102 | 0.0% | 0.0% | 245 | +357 | 0.49% | Q1 2026 | May 15, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 74,274 | 8,095 | 7.65% | 7.72% | 246 | +1,065 | 1.45% | Q1 2026 | Apr 10, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 73,166 | 7,974 | 7.31% | 7.06% | 247 | +2,087 | 2.94% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 71,757 | 7,821 | 0.02% | 0.01% | 248 | +31,271 | 77.24% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Added to | 321,406 | 7,747 | 0.09% | 0.18% | 249 | +189,088 | 142.9% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | New | 69,928 | 7,694 | 0.3% | — | 250 | +69,928 | New | Q1 2026 | Apr 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 70,432 | 7,676 | 0.09% | 0.1% | 251 | -3,296 | -4.47% | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | New | 70,126 | 7,643 | 0.21% | — | 252 | +70,126 | New | Q1 2026 | May 12, 2026 |
| Capula Management Ltd | History | New | 69,044 | 7,525 | 0.05% | — | 253 | +69,044 | New | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 68,663 | 7,483 | 0.11% | 0.11% | 254 | +2,869 | 4.36% | Q1 2026 | May 05, 2026 |
| Income Insurance Ltd | History | No change | 68,570 | 7,473 | 5.08% | 4.9% | 255 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Added to | 68,175 | 7,430 | 2.05% | 1.89% | 256 | +3,135 | 4.82% | Q1 2026 | May 04, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 67,372 | 7,342 | 1.2% | 1.19% | 257 | +3,051 | 4.74% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 67,015 | 7,303 | 0.51% | 0.45% | 258 | +9,759 | 17.04% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 66,375 | 7,234 | 0.09% | 0.14% | 259 | -19,491 | -22.7% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 66,300 | 7,226 | 0.01% | 0.18% | 260 | -895,478 | -93.11% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 64,417 | 7,020 | 0.01% | 0.01% | 261 | -2,337 | -3.5% | Q1 2026 | May 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 62,780 | 6,842 | 0.28% | 0.27% | 262 | -1,675 | -2.6% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 62,051 | 6,762 | 0.01% | 0.01% | 263 | -5,471 | -8.1% | Q1 2026 | May 15, 2026 |
| David J Yvars Group | History | Added to | 61,780 | 6,733 | 3.76% | 3.5% | 264 | +2,138 | 3.58% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 60,747 | 6,620 | 0.14% | 0.15% | 265 | -1,026 | -1.66% | Q1 2026 | May 01, 2026 |
| 1607 Capital Partners, LLC | History | No change | 60,310 | 6,573 | 0.47% | 0.45% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 60,083 | 6,548 | 0.02% | 0.02% | 267 | +286 | 0.48% | Q1 2026 | May 08, 2026 |
| Sonoma Allocations LLC | History | Reduced | 58,945 | 6,429 | 2.22% | 2.9% | 268 | -20,469 | -25.78% | Q1 2026 | May 19, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 58,823 | 6,411 | 0.2% | 0.19% | 269 | +2,961 | 5.3% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Reduced | 58,083 | 6,330 | 1.19% | 1.26% | 270 | -809 | -1.37% | Q1 2026 | May 07, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 58,063 | 6,328 | 3.95% | 3.28% | 271 | +16,531 | 39.8% | Q1 2026 | Apr 27, 2026 |
| Walleye Capital LLC | History | Reduced | 58,000 | 6,321 | 0.03% | 1.04% | 272 | -3,012,600 | -98.11% | Q1 2026 | May 13, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 57,915 | 6,312 | 4.02% | 3.92% | 273 | +233 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 57,274 | 6,242 | 2.15% | 2.09% | 274 | -1,184 | -2.03% | Q1 2026 | May 15, 2026 |
| Keystone Global Partners, LLC | History | Added to | 57,084 | 6,221 | 2.76% | 2.7% | 275 | +1,295 | 2.32% | Q1 2026 | Apr 24, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 56,141 | 6,118 | 3.71% | 3.47% | 276 | +5,935 | 11.82% | Q1 2026 | Apr 27, 2026 |
| WELCH & FORBES LLC | History | Reduced | 55,870 | 6,089 | 0.08% | 0.08% | 277 | -677 | -1.2% | Q1 2026 | May 01, 2026 |
| Townsend Financial Planning, LLC | History | Reduced | 55,631 | 6,063 | 5.87% | 6.2% | 278 | -596 | -1.06% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 55,569 | 6,056 | 0.01% | 0.01% | 279 | -19,807 | -26.28% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 55,547 | 6,054 | 0.02% | 0.02% | 280 | -9,470 | -14.57% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 55,389 | 6,036 | 0.05% | 0.04% | 281 | +6,933 | 14.31% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 54,712 | 5,874 | 0.01% | 0.01% | 282 | -8,446 | -13.37% | Q1 2026 | May 15, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 52,792 | 5,753 | 2.48% | 4.08% | 283 | -26,504 | -33.42% | Q1 2026 | May 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 51,815 | 5,709 | 0.28% | 0.27% | 284 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 52,207 | 5,690 | 0.17% | 0.23% | 286 | -19,138 | -26.82% | Q1 2026 | May 14, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 52,215 | 5,690 | 0.77% | 0.74% | 285 | +3,235 | 6.6% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 50,945 | 5,552 | 0.07% | 0.06% | 287 | -50 | -0.1% | Q1 2026 | May 13, 2026 |
| TME FINANCIAL, INC. | History | Added to | 49,867 | 5,434 | 3.77% | 3.52% | 288 | +4,370 | 9.61% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 49,732 | 5,420 | 0.04% | 0.02% | 289 | +35,746 | 255.58% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 49,677 | 5,414 | 0.03% | 0.02% | 290 | +22,453 | 82.48% | Q1 2026 | May 11, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 48,881 | 5,327 | 0.17% | 0.76% | 291 | -197,555 | -80.16% | Q1 2026 | May 18, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 48,248 | 5,258 | 0.45% | 0.21% | 292 | +28,346 | 142.43% | Q1 2026 | May 14, 2026 |
| Midwest Financial Group LLC | History | Reduced | 48,094 | 5,241 | 2.24% | 2.36% | 293 | -320 | -0.66% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Management, Inc. | History | Added to | 47,476 | 5,174 | 0.82% | 0.79% | 294 | +3,262 | 7.38% | Q1 2026 | Apr 16, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 47,380 | 5,163 | 0.76% | 0.96% | 295 | +65 | 0.14% | Q1 2026 | Apr 27, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 47,352 | 5,160 | 1.67% | 1.73% | 296 | -1,214 | -2.5% | Q1 2026 | Apr 08, 2026 |
| XTX Topco Ltd | History | Added to | 47,320 | 5,157 | 0.09% | 0.1% | 297 | +12,181 | 34.67% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 46,420 | 5,059 | 1.78% | 1.49% | 298 | +8,446 | 22.24% | Q1 2026 | Apr 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 46,407 | 5,057 | 0.06% | 0.06% | 299 | -2,833 | -5.75% | Q1 2026 | May 13, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 46,013 | 5,014 | 0.57% | 0.5% | 300 | +4,872 | 11.84% | Q1 2026 | Apr 17, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 45,159 | 4,921 | 0.55% | 0.55% | 301 | -926 | -2.01% | Q1 2026 | Apr 24, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 44,962 | 4,900 | 0.13% | 0.14% | 302 | -5,879 | -11.56% | Q1 2026 | Apr 27, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 44,619 | 4,863 | 3.67% | 3.31% | 303 | +4,104 | 10.13% | Q1 2026 | Apr 14, 2026 |
| Eukles Asset Management | History | Added to | 44,403 | 4,839 | 2.16% | 1.39% | 304 | +12,057 | 37.28% | Q1 2026 | May 05, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 43,836 | 4,762 | 1.07% | 0.27% | 305 | +33,879 | 340.25% | Q1 2026 | May 08, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 43,686 | 4,761 | 0.42% | 0.35% | 306 | +6,860 | 18.63% | Q1 2026 | May 12, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 43,370 | 4,726 | 0.28% | 0.28% | 307 | -305 | -0.7% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 42,964 | 4,682 | 0.06% | 0.07% | 308 | -943 | -2.15% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 42,876 | 4,673 | 0.01% | 0.01% | 309 | +1,981 | 4.84% | Q1 2026 | May 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 42,774 | 4,661 | 1.67% | 1.59% | 310 | +2,852 | 7.14% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 42,130 | 4,612 | 0.26% | 0.3% | 311 | -4,588 | -9.82% | Q1 2026 | Apr 17, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 41,667 | 4,562 | 3.08% | 3.0% | 312 | +1,115 | 2.75% | Q1 2026 | Apr 10, 2026 |
| World Investment Advisors | History | Added to | 41,537 | 4,527 | 0.07% | 0.06% | 313 | +6,820 | 19.64% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 41,113 | 4,480 | 0.08% | 0.04% | 314 | +23,030 | 127.36% | Q1 2026 | Apr 17, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 40,997 | 4,468 | 2.29% | 2.39% | 315 | +144 | 0.35% | Q1 2026 | May 13, 2026 |
| Red Wave Investments LLC | History | Reduced | 40,432 | 4,406 | 1.32% | 1.33% | 316 | -44 | -0.11% | Q1 2026 | May 08, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 40,100 | 4,343 | 5.02% | 14.52% | 317 | -92,100 | -69.67% | Q1 2026 | Apr 30, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 38,523 | 4,198 | 0.23% | 0.22% | 318 | -1,062 | -2.68% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 37,749 | 4,112 | 0.02% | 0.02% | 319 | +279 | 0.74% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 37,658 | 4,104 | 0.15% | 0.15% | 320 | +1,076 | 2.94% | Q1 2026 | Apr 20, 2026 |
| Broyhill Asset Management, LLC | History | Reduced | 37,511 | 4,088 | 3.78% | 3.73% | 321 | -960 | -2.5% | Q1 2026 | May 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 37,496 | 4,086 | 0.21% | 0.36% | 322 | -36,996 | -49.66% | Q1 2026 | Apr 28, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 36,837 | 4,014 | 2.21% | 2.47% | 323 | +1,625 | 4.61% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 36,607 | 3,989 | 0.02% | 0.02% | 324 | +5,392 | 17.27% | Q1 2026 | Apr 30, 2026 |
| LM Advisors LLC | History | Reduced | 434 | 3,979 | 0.06% | 0.07% | 325 | -4 | -0.91% | Q1 2026 | May 13, 2026 |
| Sage Investment Advisers LLC | History | Added to | 36,339 | 3,948 | 2.92% | 2.81% | 326 | +2,348 | 6.91% | Q1 2026 | Apr 10, 2026 |
| Sagil Capital LLP | History | No change | 36,200 | 3,945 | 1.5% | 0.91% | 327 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Roberts Financial Services LLC | History | Added to | 35,715 | 3,892 | 1.24% | 1.02% | 328 | +6,357 | 21.65% | Q1 2026 | Apr 15, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 35,346 | 3,853 | 0.9% | 0.91% | 329 | -941 | -2.59% | Q1 2026 | May 13, 2026 |
| Note Advisors, LLC | History | Added to | 34,987 | 3,813 | 1.91% | 1.9% | 330 | +1,534 | 4.59% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 34,285 | 3,776 | 0.02% | 0.25% | 331 | -293,361 | -89.54% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 34,337 | 3,742 | 1.52% | 1.45% | 332 | +875 | 2.61% | Q1 2026 | Apr 24, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 34,250 | 3,732 | 0.15% | 0.23% | 333 | -8,614 | -20.1% | Q1 2026 | May 04, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 33,924 | 3,725 | 0.58% | 0.6% | 334 | +409 | 1.22% | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 34,027 | 3,708 | 0.32% | 0.29% | 335 | +2,543 | 8.08% | Q1 2026 | May 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 33,597 | 3,702 | 0.98% | 0.98% | 336 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LWM ADVISORS INC | History | Added to | 33,945 | 3,699 | 3.21% | 3.19% | 337 | +1,061 | 3.23% | Q1 2026 | Apr 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 33,937 | 3,698 | 0.0% | 0.0% | 338 | -29,504 | -46.51% | Q1 2026 | May 05, 2026 |
| Purpose Unlimited Inc. | History | No change | 33,810 | 3,684 | 0.15% | 0.17% | 339 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 33,640 | 3,666 | 1.98% | 1.69% | 340 | +5,868 | 21.13% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 33,586 | 3,659 | 0.0% | 0.0% | 341 | +13,638 | 68.37% | Q1 2026 | May 14, 2026 |
| Gainplan LLC | History | New | 33,249 | 3,623 | 2.72% | — | 342 | +33,249 | New | Q1 2026 | Apr 08, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 33,223 | 3,620 | 0.08% | 0.08% | 343 | +2,100 | 6.75% | Q1 2026 | May 12, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 32,870 | 3,582 | 0.9% | 0.88% | 344 | +1,079 | 3.39% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 32,862 | 3,581 | 0.27% | 0.27% | 345 | +707 | 2.2% | Q1 2026 | Apr 14, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 32,738 | 3,568 | 2.29% | 2.13% | 346 | +3,425 | 11.68% | Q1 2026 | May 04, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 32,518 | 3,544 | 1.83% | 1.52% | 347 | +7,465 | 29.8% | Q1 2026 | Apr 21, 2026 |
| J.Safra Asset Management Corp | History | Added to | 32,102 | 3,498 | 0.19% | 0.17% | 348 | +2,419 | 8.15% | Q1 2026 | May 04, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | New | 32,060 | 3,494 | 0.02% | — | 349 | +32,060 | New | Q1 2026 | May 15, 2026 |
| CVFG LLC | History | Added to | 31,882 | 3,474 | 0.43% | 2.22% | 350 | +2,544 | 8.67% | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Added to | 31,379 | 3,420 | 0.07% | 0.08% | 351 | +1,821 | 6.16% | Q1 2026 | May 04, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 31,270 | 3,408 | 0.45% | 0.31% | 352 | +13,443 | 75.41% | Q1 2026 | Apr 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 31,247 | 3,405 | 0.05% | 0.06% | 353 | -7,547 | -19.45% | Q1 2026 | May 01, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 31,084 | 3,387 | 1.23% | 0.86% | 354 | +7,692 | 32.88% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 31,045 | 3,383 | 0.49% | 0.48% | 355 | +1,379 | 4.65% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 30,123 | 3,283 | 0.02% | 0.03% | 356 | +1,799 | 6.35% | Q1 2026 | May 15, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 30,015 | 3,271 | 2.18% | 0.69% | 357 | +21,042 | 234.5% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 29,988 | 3,268 | 0.03% | 0.03% | 358 | -172 | -0.57% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 29,940 | 3,263 | 0.01% | 0.01% | 359 | +885 | 3.05% | Q1 2026 | May 14, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 29,472 | 3,212 | 2.31% | 2.44% | 360 | -799 | -2.64% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 29,121 | 3,173 | 0.04% | 0.15% | 361 | -91,640 | -75.89% | Q1 2026 | Apr 28, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 28,989 | 3,159 | 0.47% | 0.51% | 362 | -2,429 | -7.73% | Q1 2026 | Apr 29, 2026 |
| Pacifica Partners Inc. | History | Added to | 28,878 | 3,147 | 1.04% | 1.29% | 363 | +2,560 | 9.73% | Q1 2026 | Apr 09, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 29,704 | 3,145 | 0.04% | 0.04% | 364 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 28,743 | 3,132 | 1.41% | 1.4% | 365 | +825 | 2.96% | Q1 2026 | Apr 24, 2026 |
| Jacobi Capital Management LLC | History | Added to | 28,684 | 3,126 | 0.17% | 0.18% | 366 | +354 | 1.25% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 28,454 | 3,101 | 0.2% | 0.22% | 367 | -1,912 | -6.3% | Q1 2026 | Apr 15, 2026 |
| Banco Santander, S.A. | History | Added to | 28,185 | 3,071 | 0.02% | 0.02% | 368 | +3,357 | 13.52% | Q1 2026 | May 08, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 28,146 | 3,067 | 2.08% | 2.04% | 369 | +1,188 | 4.41% | Q1 2026 | Apr 21, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 28,070 | 3,059 | 0.2% | 0.2% | 370 | -916 | -3.16% | Q1 2026 | Apr 29, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 27,825 | 3,032 | 0.09% | 0.09% | 371 | -840 | -2.93% | Q1 2026 | May 12, 2026 |
| Transmarket Holdings LP | History | New | 27,677 | 3,016 | 1.61% | — | 372 | +27,677 | New | Q1 2026 | May 13, 2026 |
| Vericrest Private Wealth | History | Added to | 26,758 | 2,916 | 2.62% | 2.27% | 373 | +3,542 | 15.26% | Q1 2026 | May 06, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 26,484 | 2,886 | 0.0% | — | 374 | +26,484 | New | Q1 2026 | May 13, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 26,153 | 2,850 | 1.57% | 1.71% | 375 | -1,597 | -5.75% | Q1 2026 | Apr 27, 2026 |
| Keel Point, LLC | History | No change | 25,818 | 2,844 | 0.17% | 0.17% | 376 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 25,730 | 2,804 | 0.2% | 0.18% | 377 | +2,366 | 10.13% | Q1 2026 | May 12, 2026 |
| New Capital Management LP | History | New | 25,699 | 2,800 | 0.69% | — | 378 | +25,699 | New | Q1 2026 | Apr 14, 2026 |
| FineMark National Bank & Trust | History | No change | 25,182 | 2,774 | 0.09% | 0.09% | 379 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CSS LLC/IL | History | New | 25,000 | 2,724 | 0.13% | — | 381 | +25,000 | New | Q1 2026 | May 15, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 25,000 | 2,724 | 0.35% | 0.36% | 380 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 24,979 | 2,722 | 1.56% | 1.5% | 382 | +1,239 | 5.22% | Q1 2026 | May 01, 2026 |
| Clarus Wealth Advisors | History | Added to | 24,736 | 2,697 | 1.15% | 1.12% | 383 | +426 | 1.75% | Q1 2026 | Apr 08, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 24,571 | 2,677 | 0.34% | 0.31% | 384 | +1,883 | 8.3% | Q1 2026 | Apr 13, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 24,528 | 2,673 | 2.02% | 2.08% | 385 | +1,914 | 8.46% | Q1 2026 | Apr 27, 2026 |
| TT Capital Management LLC | History | Reduced | 24,375 | 2,656 | 2.19% | 2.33% | 386 | -2,201 | -8.28% | Q1 2026 | May 12, 2026 |
| Ironwood Financial, llc | History | Reduced | 23,864 | 2,600 | 0.45% | 0.45% | 387 | -139 | -0.58% | Q1 2026 | Apr 16, 2026 |
| DRW Securities, LLC | History | Reduced | 23,693 | 2,582 | 0.04% | 0.33% | 388 | -91,182 | -79.37% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 23,663 | 2,579 | 0.0% | 0.0% | 389 | -55 | -0.23% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Added to | 23,260 | 2,535 | 0.0% | 0.0% | 390 | +11,860 | 104.04% | Q1 2026 | May 08, 2026 |
| Sovran Advisors, LLC | History | Added to | 23,278 | 2,533 | 0.2% | 0.18% | 391 | +3,746 | 19.18% | Q1 2026 | May 01, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 23,224 | 2,531 | 0.48% | 0.45% | 392 | +185 | 0.8% | Q1 2026 | Apr 29, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 23,172 | 2,525 | 0.52% | 0.49% | 393 | +1,166 | 5.3% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 23,417 | 2,515 | 0.13% | 0.05% | 394 | +14,219 | 154.59% | Q1 2026 | May 12, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 22,722 | 2,503 | 0.73% | 0.73% | 395 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Ballast, Inc. | History | Added to | 22,831 | 2,488 | 0.58% | 0.49% | 396 | +3,667 | 19.13% | Q1 2026 | May 15, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 22,808 | 2,485 | 0.52% | 0.05% | 397 | +20,637 | 950.58% | Q1 2026 | May 05, 2026 |
| CV Advisors LLC | History | Added to | 22,712 | 2,475 | 0.68% | 0.6% | 399 | +1,262 | 5.88% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,714 | 2,475 | 0.05% | 0.05% | 398 | +836 | 3.82% | Q1 2026 | May 14, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 22,135 | 2,440 | 1.14% | 1.14% | 400 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Dorsey Wright & Associates | History | Added to | 22,387 | 2,439 | 0.3% | 0.08% | 401 | +19,139 | 589.25% | Q1 2026 | May 06, 2026 |
| Procyon Advisors, LLC | History | Reduced | 22,378 | 2,438 | 0.12% | 0.12% | 402 | -142 | -0.63% | Q1 2026 | May 04, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 22,362 | 2,437 | 1.7% | 1.69% | 403 | +569 | 2.61% | Q1 2026 | Apr 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 22,042 | 2,402 | 0.02% | 0.02% | 404 | -729 | -3.2% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 21,625 | 2,356 | 0.07% | 0.07% | 405 | -150 | -0.69% | Q1 2026 | Apr 09, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 21,501 | 2,343 | 0.29% | 2.28% | 406 | -151,063 | -87.54% | Q1 2026 | May 04, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 21,128 | 2,302 | 0.23% | 0.23% | 407 | +278 | 1.33% | Q1 2026 | May 08, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 21,049 | 2,294 | 0.29% | 0.31% | 408 | -2,201 | -9.47% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 20,810 | 2,268 | 0.05% | 0.05% | 409 | +545 | 2.69% | Q1 2026 | May 15, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 20,760 | 2,262 | 0.5% | 0.44% | 410 | +2,082 | 11.15% | Q1 2026 | Apr 27, 2026 |
| KG Capital Management | History | Reduced | 20,648 | 2,250 | 1.61% | 0.71% | 411 | -5,487 | -20.99% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,524 | 2,236 | 0.02% | 0.02% | 412 | +1,163 | 6.01% | Q1 2026 | Apr 20, 2026 |
| Sharper & Granite LLC | History | Added to | 20,085 | 2,189 | 0.75% | 0.26% | 413 | +13,470 | 203.63% | Q1 2026 | Apr 08, 2026 |
| Crews Bank & Trust | History | Reduced | 20,051 | 2,185 | 0.32% | 0.34% | 414 | -1,235 | -5.8% | Q1 2026 | May 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 20,000 | 2,179 | 0.02% | — | 416 | +20,000 | New | Q1 2026 | May 15, 2026 |
| Arcataur Capital Management LLC | History | Added to | 19,994 | 2,179 | 0.61% | 0.56% | 415 | +2,290 | 12.93% | Q1 2026 | Apr 22, 2026 |
| Alpha Wealth Funds, LLC | History | Reduced | 19,938 | 2,173 | 1.46% | 3.41% | 417 | -30,169 | -60.21% | Q1 2026 | May 14, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 19,873 | 2,165 | 1.11% | 1.23% | 418 | +941 | 4.97% | Q1 2026 | May 11, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Reduced | 19,797 | 2,157 | 0.67% | 0.7% | 419 | -885 | -4.28% | Q1 2026 | Apr 08, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 19,585 | 2,134 | 1.16% | 1.25% | 420 | -552 | -2.74% | Q1 2026 | Apr 27, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 19,539 | 2,129 | 0.04% | 0.03% | 421 | +1,097 | 5.95% | Q1 2026 | May 04, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 19,460 | 2,120 | 0.35% | 0.33% | 422 | +1,235 | 6.78% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 19,216 | 2,094 | 0.06% | 0.07% | 423 | +214 | 1.13% | Q1 2026 | May 05, 2026 |
| L & S Advisors Inc | History | Added to | 19,201 | 2,092 | 0.26% | 0.19% | 424 | +257 | 1.36% | Q1 2026 | May 11, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 19,115 | 2,088 | 1.49% | 1.62% | 425 | -3,315 | -14.78% | Q1 2026 | Apr 16, 2026 |
| Farrell Financial LLC | History | Reduced | 19,040 | 2,075 | 1.24% | 1.73% | 426 | -7,515 | -28.3% | Q1 2026 | Apr 13, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 18,802 | 2,049 | 0.46% | 0.47% | 427 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rathbones Group PLC | History | Added to | 18,626 | 2,030 | 0.01% | 0.0% | 428 | +7,304 | 64.51% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 18,457 | 2,011 | 0.16% | 0.16% | 429 | -318 | -1.69% | Q1 2026 | May 15, 2026 |
| BCWM, LLC | History | Added to | 18,384 | 2,003 | 0.57% | 0.6% | 430 | +330 | 1.83% | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | Added to | 18,355 | 2,000 | 1.37% | 1.35% | 431 | +1,218 | 7.11% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 18,247 | 1,988 | 0.05% | 0.06% | 432 | +1,404 | 8.34% | Q1 2026 | May 11, 2026 |
| 1832 Asset Management L.P. | History | Added to | 18,120 | 1,974 | 0.0% | 0.0% | 433 | +8,512 | 88.59% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 17,989 | 1,948 | 0.12% | 0.03% | 434 | +11,618 | 182.36% | Q1 2026 | Apr 24, 2026 |
| Blue Capital, Inc. | History | Added to | 17,854 | 1,945 | 1.27% | 0.89% | 435 | +6,483 | 57.01% | Q1 2026 | Apr 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 17,724 | 1,931 | 0.06% | 0.06% | 436 | +342 | 1.97% | Q1 2026 | May 14, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 17,705 | 1,929 | 0.45% | 0.46% | 437 | +124 | 0.71% | Q1 2026 | May 06, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 17,409 | 1,896 | 0.35% | 0.33% | 438 | -67 | -0.38% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 17,251 | 1,880 | 0.1% | — | 439 | +17,251 | New | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 17,155 | 1,869 | 0.0% | 0.0% | 440 | -5,102 | -22.92% | Q1 2026 | May 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 17,087 | 1,862 | 0.03% | 0.03% | 441 | +2,485 | 17.02% | Q1 2026 | Apr 14, 2026 |
| Allie Family Office LLC | History | Added to | 17,039 | 1,857 | 0.81% | 0.85% | 442 | +450 | 2.71% | Q1 2026 | May 13, 2026 |
| Roundview Capital LLC | History | Added to | 16,989 | 1,851 | 0.12% | 0.12% | 443 | +7 | 0.04% | Q1 2026 | May 08, 2026 |
| LexAurum Advisors, LLC | History | New | 16,969 | 1,849 | 0.24% | — | 445 | +16,969 | New | Q1 2026 | Apr 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 16,972 | 1,849 | 0.0% | 0.0% | 444 | -216 | -1.26% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,960 | 1,848 | 0.02% | 0.02% | 446 | +61 | 0.36% | Q1 2026 | May 08, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 16,898 | 1,841 | 1.06% | 0.96% | 447 | +1,763 | 11.65% | Q1 2026 | Apr 10, 2026 |
| NWAM LLC | History | Reduced | 16,891 | 1,840 | 0.11% | 0.11% | 448 | -198 | -1.16% | Q1 2026 | May 04, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 16,889 | 1,838 | 0.03% | 0.02% | 449 | +6,643 | 64.84% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Reduced | 16,660 | 1,815 | 0.01% | 0.01% | 450 | -3,524 | -17.46% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | New | 16,527 | 1,801 | 0.07% | — | 451 | +16,527 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 16,406 | 1,788 | 0.0% | 0.0% | 452 | -818,181 | -98.03% | Q1 2026 | May 15, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 16,397 | 1,787 | 1.42% | 1.21% | 453 | +1,039 | 6.77% | Q1 2026 | Apr 13, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 16,392 | 1,786 | 0.77% | 0.9% | 455 | -1,599 | -8.89% | Q1 2026 | Apr 08, 2026 |
| Cambridge Advisors Inc. | History | No change | 16,390 | 1,786 | 0.35% | 0.34% | 454 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Freedom Financial Partners LLC | History | Added to | 15,988 | 1,743 | 0.62% | 0.64% | 456 | +1 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Cosner Financial Group, LLC | History | No change | 15,861 | 1,728 | 0.95% | 0.89% | 457 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 15,667 | 1,726 | 0.19% | 0.19% | 458 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 15,836 | 1,725 | 0.01% | 0.0% | 459 | +12,613 | 391.34% | Q1 2026 | Apr 22, 2026 |
| Investment Advisory Group, LLC | History | Added to | 15,781 | 1,719 | 0.44% | 0.45% | 460 | +17 | 0.11% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 15,692 | 1,699 | 0.06% | 0.07% | 461 | -1,749 | -10.03% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | No change | 15,500 | 1,689 | 0.03% | 0.03% | 462 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 15,196 | 1,674 | 0.46% | 0.46% | 463 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPWM LLC | History | Reduced | 15,285 | 1,665 | 0.42% | 2.85% | 464 | -87,219 | -85.09% | Q1 2026 | Apr 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 15,165 | 1,652 | 0.02% | 0.22% | 465 | -138,483 | -90.13% | Q1 2026 | May 11, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 14,969 | 1,631 | 0.54% | 0.55% | 466 | +1,169 | 8.47% | Q1 2026 | May 15, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 14,866 | 1,620 | 1.06% | 1.09% | 467 | -450 | -2.94% | Q1 2026 | Apr 28, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 14,785 | 1,611 | 0.21% | 0.19% | 468 | +882 | 6.34% | Q1 2026 | May 08, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 14,729 | 1,605 | 0.47% | 0.63% | 469 | +2,753 | 22.99% | Q1 2026 | May 14, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 14,695 | 1,601 | 0.2% | 0.22% | 470 | -764 | -4.94% | Q1 2026 | May 08, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 14,458 | 1,575 | 0.58% | 0.59% | 471 | -492 | -3.29% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,398 | 1,569 | 0.04% | 0.04% | 472 | -623 | -4.15% | Q1 2026 | May 15, 2026 |
| King Wealth Management Group | History | Reduced | 14,311 | 1,560 | 0.2% | 0.2% | 473 | -595 | -3.99% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 14,288 | 1,557 | 0.01% | 0.03% | 474 | -4,648 | -24.55% | Q1 2026 | May 06, 2026 |
| VIAWEALTH, LLC | History | Reduced | 14,262 | 1,554 | 0.87% | 1.01% | 475 | -2,096 | -12.81% | Q1 2026 | May 11, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 14,257 | 1,553 | 0.01% | 0.03% | 476 | -20,309 | -58.75% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 14,092 | 1,536 | 0.04% | 0.05% | 477 | -886 | -5.92% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 14,076 | 1,534 | 0.02% | 0.02% | 478 | +3,646 | 34.96% | Q1 2026 | Apr 21, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 14,070 | 1,533 | 1.47% | 1.38% | 479 | +1,350 | 10.61% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Added to | 14,026 | 1,528 | 0.06% | 0.04% | 480 | +3,872 | 38.13% | Q1 2026 | May 13, 2026 |
| Yorktown Management & Research Co Inc | History | Added to | 14,000 | 1,525 | 1.28% | 0.7% | 481 | +6,000 | 75.0% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,865 | 1,511 | 0.13% | 0.13% | 482 | +826 | 6.33% | Q1 2026 | Apr 30, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 13,710 | 1,494 | 0.3% | 0.27% | 483 | +433 | 3.26% | Q1 2026 | May 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 13,712 | 1,494 | 0.11% | 0.11% | 484 | -221 | -1.59% | Q1 2026 | Apr 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 13,624 | 1,484 | 0.01% | — | 485 | +13,624 | New | Q1 2026 | May 01, 2026 |
| Reflection Asset Management | History | No change | 13,278 | 1,463 | 1.04% | 1.04% | 486 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 13,409 | 1,461 | 0.21% | 0.25% | 487 | -1,048 | -7.25% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,245 | 1,459 | 0.03% | 0.03% | 488 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,384 | 1,458 | 0.07% | 0.07% | 489 | +1,058 | 8.58% | Q1 2026 | Apr 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 13,309 | 1,450 | 0.07% | 0.06% | 490 | +845 | 6.78% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 13,214 | 1,440 | 0.01% | 0.01% | 491 | +16 | 0.12% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 13,118 | 1,424 | 0.04% | 0.03% | 492 | +6,276 | 91.73% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,065 | 1,423 | 0.01% | 0.02% | 493 | -16,769 | -56.21% | Q1 2026 | May 13, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 13,003 | 1,417 | 0.1% | 0.19% | 494 | -10,514 | -44.71% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 12,975 | 1,414 | 0.03% | 0.04% | 495 | +500 | 4.01% | Q1 2026 | May 15, 2026 |
| Capricorn Fund Managers Ltd | History | Added to | 12,959 | 1,412 | 0.22% | 0.3% | 496 | +1,517 | 13.26% | Q1 2026 | Apr 24, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 12,914 | 1,407 | 0.71% | 0.69% | 497 | -6 | -0.05% | Q1 2026 | May 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 12,840 | 1,399 | 0.18% | 0.08% | 498 | +7,195 | 127.46% | Q1 2026 | Apr 23, 2026 |
| IPG Investment Advisors LLC | History | Added to | 12,809 | 1,396 | 0.24% | 0.11% | 499 | +6,895 | 116.59% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 12,645 | 1,378 | 0.51% | 0.47% | 500 | +814 | 6.88% | Q1 2026 | May 08, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 12,626 | 1,376 | 0.11% | 0.44% | 501 | -45,535 | -78.29% | Q1 2026 | May 13, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 12,593 | 1,372 | 0.4% | 0.39% | 502 | +800 | 6.78% | Q1 2026 | Apr 16, 2026 |
| Disciplined Investments, LLC | History | Reduced | 12,565 | 1,369 | 0.49% | 0.53% | 503 | -21 | -0.17% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 12,560 | 1,368 | 0.02% | 0.04% | 504 | -19,516 | -60.84% | Q1 2026 | Apr 16, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 12,489 | 1,361 | 0.92% | 0.98% | 505 | -30 | -0.24% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 12,453 | 1,357 | 0.0% | 0.01% | 506 | -27,900 | -69.14% | Q1 2026 | May 13, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 12,420 | 1,353 | 0.64% | 0.61% | 507 | -180 | -1.43% | Q1 2026 | May 01, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 12,399 | 1,351 | 0.73% | 0.88% | 508 | -2,614 | -17.41% | Q1 2026 | May 14, 2026 |
| Marble Wealth, LLC | History | Reduced | 12,290 | 1,339 | 0.23% | 0.19% | 509 | -127 | -1.02% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | No change | 12,220 | 1,331 | 0.03% | 0.03% | 510 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Slocum, Gordon & Co LLP | History | Added to | 12,128 | 1,321 | 0.9% | 0.96% | 511 | +155 | 1.29% | Q1 2026 | Apr 15, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 12,092 | 1,317 | 0.77% | 0.76% | 512 | +62 | 0.52% | Q1 2026 | Apr 16, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 12,024 | 1,310 | 0.12% | 0.13% | 513 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 11,968 | 1,304 | 0.05% | 0.04% | 514 | +2,194 | 22.45% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 11,717 | 1,277 | 0.04% | 0.05% | 515 | -710 | -5.71% | Q1 2026 | May 15, 2026 |
| Boreal Capital Management LLC | History | Reduced | 11,650 | 1,269 | 1.03% | 1.15% | 516 | -2,200 | -15.88% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 11,242 | 1,225 | 0.02% | 0.02% | 517 | -2,589 | -18.72% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 11,144 | 1,214 | 0.2% | 0.2% | 518 | -224 | -1.97% | Q1 2026 | Apr 16, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 11,063 | 1,205 | 0.25% | 0.26% | 519 | +477 | 4.51% | Q1 2026 | Apr 15, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 10,860 | 1,183 | 1.26% | 1.33% | 520 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Reduced | 10,846 | 1,182 | 0.04% | 0.06% | 521 | -4,387 | -28.8% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 10,796 | 1,176 | 0.26% | 0.27% | 522 | +317 | 3.03% | Q1 2026 | Apr 22, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 10,786 | 1,175 | 0.13% | 0.11% | 523 | +1,580 | 17.16% | Q1 2026 | Apr 28, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 10,781 | 1,174 | 0.09% | 0.12% | 524 | -3,739 | -25.75% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 10,702 | 1,166 | 0.57% | 0.59% | 525 | -87 | -0.81% | Q1 2026 | May 05, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 10,657 | 1,161 | 0.42% | 0.46% | 526 | -853 | -7.41% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 10,651 | 1,160 | 0.03% | 0.03% | 527 | -167 | -1.54% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 10,639 | 1,156 | 0.06% | 0.06% | 528 | -2,709 | -20.3% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 10,498 | 1,144 | 0.0% | 0.0% | 529 | -525 | -4.76% | Q1 2026 | May 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 10,461 | 1,140 | 0.12% | 0.15% | 530 | -2,719 | -20.63% | Q1 2026 | Apr 15, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 10,322 | 1,127 | 0.11% | 0.15% | 531 | -200 | -1.9% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 10,249 | 1,117 | 0.08% | 0.06% | 533 | +1,776 | 20.96% | Q1 2026 | May 20, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 10,247 | 1,117 | 0.03% | 0.04% | 532 | -1,032 | -9.15% | Q1 2026 | Apr 21, 2026 |
| Edge Financial Advisors LLC | History | No change | 10,140 | 1,117 | 0.47% | 0.47% | 534 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 10,138 | 1,104 | 0.87% | 0.91% | 535 | +108 | 1.08% | Q1 2026 | Apr 24, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 10,060 | 1,096 | 0.04% | 0.04% | 536 | -780 | -7.2% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,044 | 1,094 | 0.03% | 0.03% | 537 | +1,078 | 12.02% | Q1 2026 | Apr 08, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 10,013 | 1,091 | 0.68% | 0.55% | 538 | +799 | 8.67% | Q1 2026 | May 04, 2026 |
| Plan Group Financial, LLC | History | Reduced | 9,956 | 1,085 | 0.25% | 0.45% | 539 | -5,703 | -36.42% | Q1 2026 | Apr 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 9,900 | 1,079 | 0.09% | 0.07% | 540 | +2,450 | 32.89% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,849 | 1,073 | 0.06% | 0.06% | 541 | +975 | 10.99% | Q1 2026 | Apr 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 9,784 | 1,066 | 0.02% | 0.02% | 542 | +9 | 0.09% | Q1 2026 | May 14, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 9,712 | 1,063 | 0.29% | 0.21% | 543 | +2,529 | 35.21% | Q1 2026 | Apr 30, 2026 |
| GWN SECURITIES INC. | History | Reduced | 9,638 | 1,050 | 0.2% | 0.23% | 544 | -670 | -6.5% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,625 | 1,049 | 0.04% | 0.04% | 545 | +89 | 0.93% | Q1 2026 | May 08, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 9,598 | 1,046 | 0.71% | 0.6% | 546 | +1,400 | 17.08% | Q1 2026 | May 04, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 9,588 | 1,045 | 0.03% | 0.03% | 547 | +709 | 7.99% | Q1 2026 | May 06, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 9,466 | 1,031 | 1.56% | 1.5% | 548 | +258 | 2.8% | Q1 2026 | Apr 30, 2026 |
| WealthShield Partners, LLC | History | Added to | 9,451 | 1,030 | 0.11% | 0.11% | 549 | +477 | 5.32% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,414 | 1,025 | 0.0% | 0.0% | 550 | +9,401 | 72315.38% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,262 | 1,009 | 0.01% | 0.01% | 551 | -177 | -1.88% | Q1 2026 | May 05, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 9,222 | 1,005 | 0.73% | 0.79% | 552 | -435 | -4.5% | Q1 2026 | Apr 09, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 9,172 | 999 | 0.08% | 0.06% | 554 | +2,410 | 35.64% | Q1 2026 | Apr 30, 2026 |
| Bellecapital International Ltd. | History | No change | 9,173 | 999 | 0.18% | 0.18% | 553 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,126 | 994 | 0.04% | — | 556 | +9,126 | New | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 9,120 | 994 | 0.1% | 0.1% | 555 | -128 | -1.38% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 9,114 | 993 | 0.04% | 0.04% | 557 | -882 | -8.82% | Q1 2026 | May 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 9,104 | 992 | 0.27% | 0.28% | 558 | +78 | 0.86% | Q1 2026 | Apr 15, 2026 |
| Capitol Family Office, Inc. | History | No change | 8,994 | 991 | 1.17% | 1.17% | 559 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HighMark Wealth Management LLC | History | Added to | 8,998 | 980 | 0.4% | 0.4% | 560 | +46 | 0.51% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,933 | 973 | 0.02% | 0.02% | 561 | -27 | -0.3% | Q1 2026 | Apr 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 8,908 | 970 | 0.07% | 0.06% | 562 | +2 | 0.02% | Q1 2026 | May 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,877 | 967 | 0.03% | 0.17% | 563 | -36,554 | -80.46% | Q1 2026 | Apr 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 8,849 | 964 | 0.1% | 0.15% | 564 | -38 | -0.43% | Q1 2026 | Apr 10, 2026 |
| Kelly Financial Services LLC | History | Added to | 8,840 | 963 | 0.23% | 0.12% | 565 | +4,464 | 102.01% | Q1 2026 | Apr 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,794 | 958 | 0.03% | 0.02% | 566 | +1,313 | 17.55% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,781 | 957 | 0.0% | 0.01% | 567 | -13,374 | -60.37% | Q1 2026 | May 14, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 8,722 | 950 | 0.72% | 0.79% | 568 | -234 | -2.61% | Q1 2026 | Apr 06, 2026 |
| Life Planning Partners, Inc | History | Reduced | 8,686 | 946 | 0.72% | 0.74% | 569 | -64 | -0.73% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,665 | 944 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 8,662 | 942 | 0.01% | 0.01% | 571 | -219 | -2.47% | Q1 2026 | May 15, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 8,635 | 941 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 8,484 | 924 | 0.1% | 0.15% | 573 | -2,178 | -20.43% | Q1 2026 | Apr 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,466 | 922 | 0.03% | 0.03% | 574 | +996 | 13.33% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 8,397 | 915 | 0.0% | 0.0% | 575 | +3,222 | 62.26% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 8,366 | 911 | 0.02% | — | 576 | +8,366 | New | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 8,316 | 906 | 0.01% | 0.01% | 577 | -508 | -5.76% | Q1 2026 | May 12, 2026 |
| Biondo Investment Advisors, LLC | History | New | 8,203 | 894 | 0.11% | — | 578 | +8,203 | New | Q1 2026 | May 14, 2026 |
| Mount Lucas Management LP | History | Added to | 8,174 | 890 | 0.33% | 0.33% | 579 | +762 | 10.28% | Q1 2026 | May 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,116 | 884 | 0.03% | 0.03% | 580 | -613 | -7.02% | Q1 2026 | Apr 14, 2026 |
| City Center Advisors, LLC | History | Added to | 8,033 | 875 | 0.81% | 0.73% | 581 | +877 | 12.26% | Q1 2026 | Apr 07, 2026 |
| FIL Ltd | History | No change | 8,000 | 871 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,959 | 867 | 0.05% | 0.05% | 583 | +412 | 5.46% | Q1 2026 | Apr 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 7,943 | 865 | 0.2% | 0.2% | 584 | +15 | 0.19% | Q1 2026 | Apr 28, 2026 |
| PW Nova Financial Services LLC | History | Added to | 7,902 | 861 | 0.22% | 0.26% | 585 | +1,653 | 26.45% | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,813 | 860 | 0.06% | 0.06% | 586 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VestGen Investment Management | History | Reduced | 7,850 | 855 | 0.47% | 0.5% | 587 | -379 | -4.61% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 7,829 | 853 | 0.15% | 0.16% | 588 | -83 | -1.05% | Q1 2026 | May 11, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 7,819 | 852 | 0.06% | 0.19% | 589 | -14,818 | -65.46% | Q1 2026 | Apr 16, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 7,808 | 850 | 0.19% | 0.32% | 591 | -4,196 | -34.96% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 7,804 | 850 | 0.01% | 0.01% | 590 | +1,888 | 31.91% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,613 | 829 | 0.04% | 0.09% | 592 | -10,928 | -58.94% | Q1 2026 | May 12, 2026 |
| INVESTMENT HOUSE LLC | History | Added to | 7,594 | 827 | 0.04% | 0.04% | 593 | +429 | 5.99% | Q1 2026 | Apr 29, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 7,561 | 824 | 0.14% | 0.14% | 594 | -157 | -2.03% | Q1 2026 | Apr 21, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 7,559 | 823 | 0.47% | 0.48% | 595 | -140 | -1.82% | Q1 2026 | Apr 08, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 7,546 | 822 | 0.27% | 0.95% | 596 | -18,839 | -71.4% | Q1 2026 | Apr 10, 2026 |
| Cane Capital Partners, LLC | History | Added to | 7,532 | 820 | 0.36% | 0.31% | 597 | +321 | 4.45% | Q1 2026 | Apr 24, 2026 |
| RDA Financial Network | History | Added to | 7,506 | 818 | 0.2% | 0.14% | 598 | +2,048 | 37.52% | Q1 2026 | Apr 08, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 7,460 | 813 | 0.01% | 0.01% | 600 | -4,338 | -36.77% | Q1 2026 | May 14, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 7,468 | 813 | 0.07% | 0.05% | 599 | +2,025 | 37.2% | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 7,412 | 807 | 0.03% | 0.03% | 601 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 7,335 | 799 | 0.54% | 0.5% | 602 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 7,321 | 797 | 0.05% | — | 603 | +7,321 | New | Q1 2026 | May 12, 2026 |
| Garner Asset Management Corp | History | Reduced | 7,220 | 786 | 0.31% | 0.31% | 604 | -5 | -0.07% | Q1 2026 | Apr 28, 2026 |
| WESPAC Advisors, LLC | History | Added to | 7,192 | 783 | 0.43% | 0.16% | 605 | +4,433 | 160.67% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,147 | 779 | 0.01% | 0.01% | 606 | +3,301 | 85.83% | Q1 2026 | May 15, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 7,156 | 779 | 0.22% | 0.22% | 607 | -150 | -2.05% | Q1 2026 | May 11, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 7,098 | 773 | 0.29% | 0.49% | 608 | -5,395 | -43.18% | Q1 2026 | Apr 08, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 7,062 | 769 | 0.47% | 0.44% | 609 | +734 | 11.6% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 6,941 | 756 | 0.11% | 0.12% | 610 | -22 | -0.32% | Q1 2026 | Apr 21, 2026 |
| Angel Oak Capital Advisors, LLC | History | New | 6,871 | 748 | 0.83% | — | 611 | +6,871 | New | Q1 2026 | May 12, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 6,845 | 741 | 0.04% | 0.04% | 612 | -174 | -2.48% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,748 | 735 | 0.02% | 0.02% | 613 | -2,753 | -28.98% | Q1 2026 | Apr 13, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 6,703 | 730 | 0.6% | 0.6% | 614 | -1,046 | -13.5% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 6,665 | 726 | 0.04% | 0.03% | 615 | +1,733 | 35.14% | Q1 2026 | Apr 29, 2026 |
| Rockingstone Advisors LLC | History | Added to | 6,651 | 724 | 0.33% | 0.33% | 616 | +135 | 2.07% | Q1 2026 | Apr 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,608 | 720 | 0.08% | — | 617 | +6,608 | New | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 6,605 | 719 | 0.08% | 0.11% | 618 | -495 | -6.97% | Q1 2026 | Apr 30, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | New | 6,549 | 713 | 0.22% | — | 619 | +6,549 | New | Q1 2026 | Apr 20, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 6,511 | 709 | 0.7% | 0.68% | 620 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clarendon Private LLC | History | Reduced | 6,460 | 704 | 0.54% | 0.62% | 621 | -225 | -3.37% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | Reduced | 6,387 | 696 | 0.0% | 0.01% | 622 | -8,211 | -56.25% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 6,361 | 693 | 0.0% | 0.0% | 623 | -382 | -5.67% | Q1 2026 | May 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 6,301 | 686 | 0.0% | 0.0% | 624 | +283 | 4.7% | Q1 2026 | May 15, 2026 |
| Gallagher Capital Advisors, LLC | History | New | 6,279 | 684 | 0.46% | — | 627 | +6,279 | New | Q1 2026 | May 05, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 6,281 | 684 | 0.1% | 0.1% | 626 | +210 | 3.46% | Q1 2026 | Apr 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 6,282 | 684 | 0.01% | 0.01% | 625 | +162 | 2.65% | Q1 2026 | Apr 21, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 6,270 | 683 | 0.01% | 0.01% | 628 | +91 | 1.47% | Q1 2026 | May 05, 2026 |
| Texas Bank & Trust Co | History | Reduced | 6,251 | 681 | 0.26% | 0.31% | 629 | -1,496 | -19.31% | Q1 2026 | Apr 30, 2026 |
| Oxinas Partners, LLC | History | Added to | 6,199 | 675 | 0.31% | 0.16% | 630 | +3,159 | 103.91% | Q1 2026 | Apr 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 6,201 | 675 | 0.04% | 0.04% | 631 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Guardian Partners Inc. | History | Added to | 6,157 | 671 | 0.06% | 0.05% | 632 | +851 | 16.04% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 6,121 | 667 | 0.03% | 0.02% | 633 | +2,088 | 51.77% | Q1 2026 | May 05, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 6,121 | 667 | 0.15% | 0.17% | 634 | -936 | -13.26% | Q1 2026 | Apr 15, 2026 |
| Omega Financial Group, LLC | History | Reduced | 6,116 | 666 | 0.22% | 0.24% | 635 | -456 | -6.94% | Q1 2026 | May 12, 2026 |
| Fairscale Capital, LLC | History | No change | 6,116 | 666 | 0.46% | 0.45% | 636 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 6,089 | 663 | 0.04% | 0.04% | 637 | -687 | -10.14% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 6,075 | 662 | 0.01% | 0.0% | 638 | +3,707 | 156.55% | Q1 2026 | May 11, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 6,038 | 658 | 0.14% | 0.16% | 639 | -359 | -5.61% | Q1 2026 | Apr 27, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 6,043 | 658 | 0.23% | 0.22% | 640 | +87 | 1.46% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,025 | 656 | 0.0% | — | 641 | +6,016 | 66844.44% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 6,012 | 655 | 0.0% | 0.0% | 642 | -28 | -0.46% | Q1 2026 | Apr 27, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,989 | 652 | 0.06% | 0.06% | 643 | +1,538 | 34.55% | Q1 2026 | May 12, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 5,961 | 649 | 0.37% | 0.38% | 644 | +383 | 6.87% | Q1 2026 | May 01, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 5,942 | 647 | 0.58% | 0.56% | 645 | +46 | 0.78% | Q1 2026 | Apr 16, 2026 |
| City State Bank | History | Reduced | 5,910 | 644 | 0.17% | 0.22% | 646 | -1,500 | -20.24% | Q1 2026 | Apr 20, 2026 |
| Krilogy Financial LLC | History | Added to | 5,848 | 639 | 0.02% | 0.02% | 647 | +59 | 1.02% | Q1 2026 | Apr 17, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 5,827 | 635 | 0.53% | 0.53% | 649 | +240 | 4.3% | Q1 2026 | May 14, 2026 |
| Kaizen Financial Strategies | History | Reduced | 5,807 | 635 | 0.27% | 0.29% | 648 | -207 | -3.44% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,798 | 631 | 0.01% | 0.01% | 650 | -374 | -6.06% | Q1 2026 | May 18, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 5,796 | 631 | 0.24% | 0.24% | 651 | +158 | 2.8% | Q1 2026 | May 05, 2026 |
| Ledyard National Bank | History | Reduced | 5,782 | 630 | 0.05% | 0.06% | 652 | -50 | -0.86% | Q1 2026 | Apr 24, 2026 |
| Triumph Capital Management | History | Added to | 5,764 | 628 | 0.13% | 0.11% | 653 | +939 | 19.46% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,721 | 623 | 0.01% | 0.03% | 654 | -7,310 | -56.1% | Q1 2026 | Apr 14, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 5,717 | 623 | 0.25% | 0.28% | 655 | -445 | -7.22% | Q1 2026 | Apr 21, 2026 |
| Saiph Capital, LLC | History | Added to | 5,701 | 621 | 0.24% | 0.22% | 656 | +143 | 2.57% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 5,690 | 620 | 0.02% | 0.02% | 657 | -468 | -7.6% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 5,689 | 620 | 0.53% | 0.56% | 658 | -193 | -3.28% | Q1 2026 | May 11, 2026 |
| McAdam, LLC | History | Added to | 5,647 | 615 | 0.03% | 0.03% | 659 | +375 | 7.11% | Q1 2026 | May 08, 2026 |
| TFB Advisors LLC | History | Reduced | 5,638 | 614 | 0.32% | 0.28% | 660 | -3,536 | -38.54% | Q1 2026 | Apr 20, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Reduced | 5,625 | 613 | 0.16% | 0.16% | 661 | -125 | -2.17% | Q1 2026 | May 05, 2026 |
| LongView Wealth Management | History | Added to | 5,558 | 611 | 0.15% | 0.09% | 662 | +2,064 | 59.07% | Q1 2026 | Apr 15, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 5,579 | 608 | 0.23% | 0.04% | 663 | +1,328 | 31.24% | Q1 2026 | May 05, 2026 |
| Independent Family Office, LLC | History | No change | 5,500 | 599 | 0.25% | 0.25% | 664 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 5,490 | 598 | 0.05% | 0.05% | 665 | -350 | -5.99% | Q1 2026 | May 14, 2026 |
| 10Elms LLP | History | Reduced | 5,476 | 596 | 0.38% | 0.64% | 667 | -830 | -13.16% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,475 | 596 | 0.07% | 0.08% | 666 | -661 | -10.77% | Q1 2026 | May 11, 2026 |
| Ridgewood Investments LLC | History | New | 5,451 | 594 | 0.24% | — | 668 | +5,451 | New | Q1 2026 | Apr 03, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 5,439 | 592 | 0.11% | 0.13% | 669 | -425 | -7.25% | Q1 2026 | Apr 20, 2026 |
| Tidal Investments LLC | History | Added to | 5,393 | 585 | 0.0% | 0.0% | 670 | +3,081 | 133.26% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,325 | 580 | 0.0% | 0.02% | 671 | -19,208 | -78.29% | Q1 2026 | May 13, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 5,316 | 579 | 0.31% | 0.37% | 673 | -911 | -14.63% | Q1 2026 | Apr 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,321 | 579 | 0.01% | 0.01% | 672 | +155 | 3.0% | Q1 2026 | Apr 07, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 5,308 | 578 | 0.07% | 0.07% | 674 | -97 | -1.79% | Q1 2026 | Apr 16, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 5,300 | 577 | 0.01% | 0.02% | 675 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 5,325 | 576 | 0.0% | — | 676 | +5,325 | New | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Reduced | 5,264 | 573 | 0.03% | 0.03% | 677 | -161 | -2.97% | Q1 2026 | Apr 28, 2026 |
| Gouws Capital LLC | History | Reduced | 5,208 | 567 | 0.3% | 0.36% | 678 | -970 | -15.7% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,149 | 561 | 0.01% | 0.01% | 679 | -503 | -8.9% | Q1 2026 | May 07, 2026 |
| Neumann Capital Management, LLC | History | Added to | 5,113 | 557 | 0.16% | 0.16% | 680 | +115 | 2.3% | Q1 2026 | Apr 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 5,093 | 555 | 0.05% | 0.06% | 681 | -862 | -14.48% | Q1 2026 | Apr 13, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 5,125 | 555 | 0.63% | 0.59% | 682 | -363 | -6.61% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 5,067 | 552 | 0.0% | 0.0% | 683 | -155 | -2.97% | Q1 2026 | Apr 30, 2026 |
| M3 Advisory Group, LLC | History | Added to | 5,065 | 552 | 0.34% | 0.34% | 684 | +45 | 0.9% | Q1 2026 | Apr 22, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 5,000 | 544 | 0.32% | 0.33% | 685 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Heritage Trust Co | History | Reduced | 4,987 | 543 | 0.05% | 0.06% | 686 | -399 | -7.41% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 4,958 | 540 | 0.06% | 0.05% | 687 | +1,213 | 32.39% | Q1 2026 | May 11, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 4,948 | 539 | 0.14% | 0.14% | 688 | +8 | 0.16% | Q1 2026 | Apr 15, 2026 |
| Empower Advisory Group, LLC | History | New | 4,887 | 532 | 0.0% | — | 690 | +4,887 | New | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 4,889 | 532 | 0.03% | 0.05% | 689 | -53 | -1.07% | Q1 2026 | Apr 21, 2026 |
| Solstein Capital, LLC | History | Reduced | 4,877 | 531 | 0.22% | 0.31% | 691 | -2,060 | -29.7% | Q1 2026 | May 14, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 4,866 | 530 | 0.02% | 0.02% | 692 | +26 | 0.54% | Q1 2026 | May 15, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 4,788 | 521 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hillsdale Investment Management Inc. | History | New | 4,750 | 517 | 0.01% | — | 694 | +4,750 | New | Q1 2026 | May 04, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 4,726 | 515 | 0.03% | 0.04% | 695 | -452 | -8.73% | Q1 2026 | Apr 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 4,699 | 512 | 0.08% | 0.07% | 696 | +599 | 14.61% | Q1 2026 | May 06, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 4,678 | 509 | 0.27% | 0.27% | 697 | +67 | 1.45% | Q1 2026 | May 11, 2026 |
| Virtue Capital Management, LLC | History | Added to | 4,707 | 509 | 0.08% | 0.08% | 699 | +27 | 0.58% | Q1 2026 | May 07, 2026 |
| High Falls Advisors, Inc | History | No change | 4,624 | 509 | 0.1% | 0.1% | 698 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 4,616 | 503 | 0.02% | 0.02% | 700 | -90 | -1.91% | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | History | Added to | 4,601 | 501 | 0.06% | 0.05% | 701 | +1,397 | 43.6% | Q1 2026 | Apr 21, 2026 |
| Freestone Capital Holdings, LLC | History | New | 4,592 | 500 | 0.02% | — | 702 | +4,592 | New | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Reduced | 4,548 | 495 | 0.0% | 0.0% | 703 | -1,035 | -18.54% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Added to | 4,550 | 495 | 0.01% | 0.01% | 704 | +157 | 3.57% | Q1 2026 | May 06, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 4,545 | 495 | 0.08% | 0.08% | 705 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 4,500 | 490 | 0.01% | 0.02% | 706 | -4,500 | -50.0% | Q1 2026 | May 01, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,460 | 486 | 0.0% | 0.0% | 707 | +40 | 0.9% | Q1 2026 | May 01, 2026 |
| TRUE Private Wealth Advisors | History | No change | 4,461 | 486 | 0.05% | 0.05% | 708 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hudock, Inc. | History | Added to | 4,408 | 480 | 0.07% | 0.07% | 709 | +23 | 0.52% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,398 | 479 | 0.0% | 0.05% | 710 | -578,372 | -99.25% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Added to | 4,383 | 477 | 0.01% | 0.0% | 711 | +785 | 21.82% | Q1 2026 | May 01, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 4,373 | 476 | 0.21% | 0.23% | 712 | -287 | -6.16% | Q1 2026 | Apr 27, 2026 |
| Independence Bank of Kentucky | History | No change | 4,323 | 471 | 0.06% | 0.06% | 713 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | Reduced | 4,312 | 469 | 0.0% | 0.0% | 714 | -9 | -0.21% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,272 | 464 | 0.02% | 0.02% | 715 | -10 | -0.23% | Q1 2026 | Apr 27, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 4,250 | 463 | 0.11% | — | 716 | +4,250 | New | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | No change | 4,157 | 453 | 0.09% | 0.09% | 717 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 4,154 | 452 | 0.23% | 0.19% | 718 | +754 | 22.18% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Added to | 4,111 | 448 | 0.09% | 0.09% | 720 | +467 | 12.82% | Q1 2026 | May 08, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 4,111 | 448 | 0.24% | 0.25% | 719 | -9 | -0.22% | Q1 2026 | Apr 24, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 4,097 | 446 | 0.17% | 0.18% | 721 | -75 | -1.8% | Q1 2026 | May 12, 2026 |
| Proficio Capital Partners LLC | History | No change | 4,086 | 445 | 0.02% | 0.03% | 722 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,048 | 441 | 0.13% | 0.14% | 723 | +36 | 0.9% | Q1 2026 | Apr 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,001 | 436 | 0.01% | 0.02% | 724 | -69 | -1.7% | Q1 2026 | May 07, 2026 |
| Two West Capital Advisors LLC | History | Added to | 4,003 | 435 | 0.23% | 0.2% | 726 | +802 | 25.05% | Q1 2026 | May 04, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 4,000 | 435 | 0.42% | 0.45% | 725 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Graetz Wealth LLC | History | Added to | 3,967 | 432 | 0.39% | 0.39% | 727 | +62 | 1.59% | Q1 2026 | Apr 30, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,958 | 431 | 0.01% | 0.01% | 728 | +1,199 | 43.46% | Q1 2026 | May 14, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 3,963 | 431 | 0.05% | 0.05% | 729 | +4 | 0.1% | Q1 2026 | May 14, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 3,938 | 429 | 0.19% | 0.13% | 731 | +88 | 2.29% | Q1 2026 | Apr 09, 2026 |
| Planned Solutions, Inc. | History | No change | 3,942 | 429 | 0.14% | 0.14% | 730 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Caitlin John, LLC | History | Added to | 3,919 | 427 | 0.26% | 0.06% | 732 | +3,060 | 356.23% | Q1 2026 | May 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 3,914 | 426 | 0.2% | 0.2% | 733 | -59 | -1.49% | Q1 2026 | Apr 15, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 3,896 | 424 | 0.33% | 0.55% | 734 | -2,124 | -35.28% | Q1 2026 | May 05, 2026 |
| Weaver Consulting Group | History | Added to | 3,886 | 423 | 0.1% | 0.1% | 735 | +78 | 2.05% | Q1 2026 | May 15, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 3,875 | 422 | 0.11% | 0.12% | 736 | -75 | -1.9% | Q1 2026 | Apr 24, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 3,844 | 418 | 0.03% | 0.05% | 737 | -3,196 | -45.4% | Q1 2026 | Apr 27, 2026 |
| Performance Wealth Partners, LLC | History | No change | 3,834 | 417 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 3,814 | 415 | 0.13% | 0.14% | 739 | -143 | -3.61% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 3,803 | 414 | 0.0% | 0.0% | 740 | +41 | 1.09% | Q1 2026 | May 15, 2026 |
| Cottage Street Advisors LLC | History | Added to | 3,763 | 410 | 0.18% | 0.17% | 741 | +23 | 0.61% | Q1 2026 | Apr 20, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 3,748 | 408 | 0.01% | 0.01% | 742 | -150 | -3.85% | Q1 2026 | May 04, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 3,720 | 405 | 0.19% | 0.18% | 743 | +450 | 13.76% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,701 | 403 | 0.0% | 0.0% | 744 | -4,664 | -55.76% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 3,696 | 402 | 0.14% | 0.21% | 745 | -1,747 | -32.1% | Q1 2026 | Apr 08, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 3,659 | 398 | 0.09% | 1.49% | 747 | -56,872 | -93.96% | Q1 2026 | Apr 20, 2026 |
| Argent Trust Co | History | Added to | 3,653 | 398 | 0.01% | 0.01% | 746 | +485 | 15.31% | Q1 2026 | May 13, 2026 |
| XY Planning Network, Inc. | History | New | 3,657 | 397 | 0.06% | — | 748 | +3,657 | New | Q1 2026 | Apr 14, 2026 |
| OxenFree Capital LLC | History | Reduced | 3,569 | 392 | 0.19% | 0.28% | 749 | -1,285 | -26.47% | Q1 2026 | Apr 16, 2026 |
| Caldwell Trust Co | History | No change | 3,601 | 392 | 0.04% | 0.04% | 750 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SimpliFi, Inc. | History | Added to | 3,558 | 387 | 0.16% | 0.16% | 751 | +25 | 0.71% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,551 | 386 | 0.0% | 0.0% | 752 | +428 | 13.7% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 3,529 | 384 | 0.05% | 0.02% | 753 | +1,991 | 129.45% | Q1 2026 | May 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 3,503 | 381 | 0.08% | 0.08% | 755 | +320 | 10.05% | Q1 2026 | May 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 3,494 | 381 | 0.05% | 0.06% | 754 | +83 | 2.43% | Q1 2026 | Apr 28, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 3,479 | 379 | 0.0% | 0.0% | 756 | -6,751 | -65.99% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | New | 3,485 | 379 | 0.01% | — | 757 | +3,485 | New | Q1 2026 | May 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 3,476 | 378 | 0.03% | 0.03% | 758 | -321 | -8.45% | Q1 2026 | May 13, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 3,440 | 374 | 0.2% | 0.23% | 759 | -377 | -9.88% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 31,206 | 373 | 0.01% | 0.01% | 760 | -1,429 | -4.38% | Q1 2026 | Apr 29, 2026 |
| HCR Wealth Advisors | History | Reduced | 3,392 | 369 | 0.04% | 0.04% | 761 | -420 | -11.02% | Q1 2026 | Apr 21, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 3,386 | 369 | 0.09% | 0.09% | 762 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Estate Counselors, LLC | History | New | 3,385 | 368 | 0.03% | — | 763 | +3,385 | New | Q1 2026 | May 15, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 3,345 | 364 | 0.24% | 0.25% | 764 | -170 | -4.84% | Q1 2026 | Apr 24, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 3,342 | 364 | 0.08% | 0.09% | 765 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 3,335 | 363 | 0.0% | 0.03% | 766 | -107,800 | -97.0% | Q1 2026 | May 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 3,308 | 360 | 0.11% | 0.15% | 767 | -683 | -17.11% | Q1 2026 | May 05, 2026 |
| INVESTED ADVISORS | History | Reduced | 3,303 | 359 | 0.36% | 0.5% | 769 | -1,079 | -24.62% | Q1 2026 | Apr 29, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 3,301 | 359 | 0.21% | 0.25% | 768 | -408 | -11.0% | Q1 2026 | Apr 22, 2026 |
| ProVise Management Group, LLC | History | No change | 3,272 | 356 | 0.03% | 0.03% | 770 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 3,238 | 352 | 0.11% | 0.2% | 771 | -3,006 | -48.14% | Q1 2026 | Apr 28, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 3,195 | 348 | 0.13% | 0.16% | 772 | +374 | 13.26% | Q1 2026 | May 12, 2026 |
| 1ST SOURCE BANK | History | New | 3,175 | 346 | 0.02% | — | 773 | +3,175 | New | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,160 | 344 | 0.01% | 0.13% | 774 | -30,233 | -90.54% | Q1 2026 | May 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 3,156 | 343 | 0.18% | 0.26% | 775 | -1,297 | -29.13% | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,147 | 342 | 0.01% | 0.0% | 776 | +1,314 | 71.69% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,123 | 340 | 0.01% | 0.01% | 778 | +503 | 19.2% | Q1 2026 | May 19, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 3,126 | 340 | 0.09% | 0.09% | 777 | -129 | -3.96% | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,103 | 338 | 0.01% | 0.01% | 779 | -30 | -0.96% | Q1 2026 | May 15, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 3,091 | 336 | 0.28% | 0.24% | 780 | +253 | 8.91% | Q1 2026 | May 11, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 3,078 | 335 | 0.08% | 0.25% | 781 | -4,000 | -56.51% | Q1 2026 | May 15, 2026 |
| CNB Bank | History | Added to | 3,031 | 330 | 0.14% | 0.12% | 782 | +274 | 9.94% | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,026 | 329 | 0.01% | 0.03% | 784 | -5,202 | -63.22% | Q1 2026 | Apr 28, 2026 |
| Csenge Advisory Group | History | Reduced | 3,022 | 329 | 0.02% | 0.02% | 783 | -754 | -19.97% | Q1 2026 | Apr 30, 2026 |
| Facet Wealth, Inc. | History | New | 3,016 | 328 | 0.01% | — | 786 | +3,016 | New | Q1 2026 | May 07, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 3,017 | 328 | 0.07% | 0.07% | 785 | -12 | -0.4% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 3,007 | 327 | 0.07% | 0.23% | 787 | -6,693 | -69.0% | Q1 2026 | May 13, 2026 |
| Genesis Financial Group, LLC | History | Added to | 2,976 | 324 | 0.2% | 0.18% | 788 | +170 | 6.06% | Q1 2026 | May 18, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 2,959 | 322 | 0.1% | 0.07% | 790 | +776 | 35.55% | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | Reduced | 2,958 | 322 | 0.03% | 0.04% | 789 | -90 | -2.95% | Q1 2026 | Apr 29, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 2,943 | 320 | 0.05% | 0.06% | 791 | -134 | -4.35% | Q1 2026 | May 14, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 2,944 | 320 | 0.21% | 0.21% | 792 | -10 | -0.34% | Q1 2026 | Apr 30, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 2,936 | 319 | 0.1% | 0.11% | 793 | -41 | -1.38% | Q1 2026 | May 01, 2026 |
| NWF Advisory Services Inc. | History | Added to | 2,935 | 319 | 0.04% | 0.04% | 794 | +3 | 0.1% | Q1 2026 | May 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,885 | 314 | 0.01% | 0.01% | 795 | +802 | 38.5% | Q1 2026 | May 08, 2026 |
| Bison Wealth, LLC | History | No change | 2,898 | 314 | 0.03% | 0.04% | 796 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 2,872 | 313 | 0.04% | 0.05% | 797 | -126 | -4.2% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Added to | 2,875 | 313 | 0.01% | 0.01% | 798 | +9 | 0.31% | Q1 2026 | May 15, 2026 |
| Fortis Advisors, LLC | History | Added to | 2,852 | 310 | 0.16% | 0.16% | 800 | +114 | 4.16% | Q1 2026 | May 14, 2026 |
| Prostatis Group LLC | History | Added to | 2,849 | 310 | 0.08% | 0.07% | 799 | +24 | 0.85% | Q1 2026 | May 12, 2026 |
| Elevated Financial Group LLC | History | Added to | 2,842 | 309 | 0.1% | 0.1% | 801 | +134 | 4.95% | Q1 2026 | May 11, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 2,784 | 303 | 0.13% | 0.14% | 802 | -199 | -6.67% | Q1 2026 | Apr 20, 2026 |
| Pioneer Wealth Management Group | History | Added to | 2,771 | 302 | 0.08% | 0.08% | 804 | +411 | 17.42% | Q1 2026 | Apr 08, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 2,779 | 302 | 0.02% | 0.03% | 803 | -13 | -0.47% | Q1 2026 | Apr 13, 2026 |
| Banco BTG Pactual S.A. | History | New | 2,767 | 301 | 0.03% | — | 805 | +2,767 | New | Q1 2026 | May 12, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 2,744 | 299 | 0.1% | 0.11% | 807 | +91 | 3.43% | Q1 2026 | Apr 21, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 2,746 | 299 | 0.1% | 0.1% | 806 | +19 | 0.7% | Q1 2026 | Apr 29, 2026 |
| ASSOCIATED BANC-CORP | History | New | 2,730 | 297 | 0.01% | — | 808 | +2,730 | New | Q1 2026 | May 01, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 2,715 | 295 | 0.06% | 0.14% | 809 | -3,165 | -53.83% | Q1 2026 | May 12, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 2,712 | 295 | 0.1% | 0.09% | 810 | +54 | 2.03% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Added to | 2,687 | 292 | 0.01% | 0.01% | 812 | +281 | 11.68% | Q1 2026 | Apr 27, 2026 |
| Evercore Wealth Management, LLC | History | No change | 2,682 | 292 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,663 | 290 | 0.0% | 0.0% | 813 | +32 | 1.22% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Added to | 2,663 | 290 | 0.07% | 0.07% | 814 | +3 | 0.11% | Q1 2026 | May 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 2,663 | 290 | 0.13% | 0.14% | 815 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,650 | 288 | 0.0% | 0.0% | 816 | -1,550 | -36.9% | Q1 2026 | May 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 2,647 | 288 | 0.03% | 0.03% | 817 | -187 | -6.6% | Q1 2026 | Apr 23, 2026 |
| Richmond Investment Services, LLC | History | New | 2,639 | 287 | 0.05% | — | 819 | +2,639 | New | Q1 2026 | Apr 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,642 | 287 | 0.01% | 0.01% | 818 | -174 | -6.18% | Q1 2026 | May 11, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 2,617 | 285 | 0.02% | 0.03% | 821 | -164 | -5.9% | Q1 2026 | Apr 15, 2026 |
| United Asset Strategies, Inc. | History | Added to | 2,620 | 285 | 0.02% | 0.02% | 820 | +7 | 0.27% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,618 | 285 | 0.0% | 0.0% | 822 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,600 | 283 | 0.02% | 0.02% | 823 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 2,594 | 282 | 0.15% | 0.1% | 824 | +232 | 9.82% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | New | 2,563 | 279 | 0.04% | — | 826 | +2,563 | New | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | New | 2,560 | 279 | 0.0% | — | 825 | +2,560 | New | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 2,541 | 276 | 0.1% | 0.11% | 827 | -305 | -10.72% | Q1 2026 | May 11, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 2,523 | 274 | 0.01% | 0.01% | 828 | -550 | -17.9% | Q1 2026 | Apr 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,500 | 272 | 0.02% | 0.08% | 830 | -7,118 | -74.01% | Q1 2026 | Apr 10, 2026 |
| Sandhill Capital Partners LLC | History | Reduced | 2,500 | 272 | 0.02% | 0.02% | 829 | -121 | -4.62% | Q1 2026 | May 14, 2026 |
| FreeGulliver LLC | History | Reduced | 2,488 | 271 | 0.11% | 0.1% | 831 | -72 | -2.81% | Q1 2026 | May 15, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 2,495 | 271 | 0.07% | 0.08% | 832 | +33 | 1.34% | Q1 2026 | Apr 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,486 | 270 | 0.02% | 0.06% | 833 | -5,132 | -67.37% | Q1 2026 | May 15, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 2,467 | 268 | 0.04% | 0.05% | 835 | +83 | 3.48% | Q1 2026 | Apr 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 2,465 | 268 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,439 | 265 | 0.0% | 0.0% | 836 | -223 | -8.38% | Q1 2026 | Apr 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,399 | 262 | 0.02% | 0.02% | 837 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 2,402 | 261 | 0.02% | 0.02% | 838 | +23 | 0.97% | Q1 2026 | May 12, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 2,389 | 260 | 0.03% | 0.03% | 839 | -404 | -14.46% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 2,376 | 258 | 0.15% | 0.15% | 841 | -217 | -8.37% | Q1 2026 | May 15, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 2,372 | 258 | 0.04% | 0.04% | 840 | -137 | -5.46% | Q1 2026 | Apr 13, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | New | 2,354 | 256 | 0.12% | — | 843 | +2,354 | New | Q1 2026 | May 05, 2026 |
| Madrid Financial Services | History | New | 2,354 | 256 | 0.15% | — | 844 | +2,354 | New | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | No change | 2,353 | 256 | 0.05% | 0.05% | 842 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 2,336 | 254 | 0.07% | 0.07% | 845 | +1 | 0.04% | Q1 2026 | May 11, 2026 |
| TPG Advisors LLC | History | No change | 2,325 | 253 | 0.16% | 0.16% | 846 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 2,319 | 252 | 0.0% | 0.0% | 847 | -1,180 | -33.72% | Q1 2026 | Apr 24, 2026 |
| American Trust | History | Reduced | 2,315 | 252 | 0.02% | 0.02% | 848 | -29 | -1.24% | Q1 2026 | May 01, 2026 |
| Emerald Investment Advisers, LLC | History | New | 2,304 | 251 | 0.02% | — | 849 | +2,304 | New | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 2,294 | 250 | 0.01% | 0.01% | 850 | -886 | -27.86% | Q1 2026 | Apr 16, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 2,288 | 249 | 0.06% | 0.06% | 851 | -20 | -0.87% | Q1 2026 | Apr 28, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 2,280 | 248 | 0.04% | — | 853 | +2,280 | New | Q1 2026 | May 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,280 | 248 | 0.01% | 0.01% | 852 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 2,262 | 246 | 0.21% | 0.24% | 854 | -2 | -0.09% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,243 | 244 | 0.02% | 0.03% | 855 | -1,986 | -46.96% | Q1 2026 | May 15, 2026 |
| Maxele Advisors, LLC | History | No change | 2,219 | 244 | 0.2% | 0.2% | 856 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 2,234 | 243 | 0.05% | 0.06% | 857 | +1 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 2,192 | 238 | 0.06% | 0.06% | 858 | +10 | 0.46% | Q1 2026 | Apr 10, 2026 |
| Northwest Bancshares, Inc. | History | No change | 2,173 | 236 | 0.05% | 0.05% | 859 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CPWA, LLC | History | New | 2,156 | 234 | 0.28% | — | 862 | +2,156 | New | Q1 2026 | May 13, 2026 |
| United Financial Planning Group LLC | History | Added to | 2,155 | 234 | 0.14% | 0.13% | 861 | +208 | 10.68% | Q1 2026 | May 08, 2026 |
| Breakwater Capital Group | History | Reduced | 2,150 | 234 | 0.03% | 0.03% | 860 | -93 | -4.15% | Q1 2026 | Apr 20, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 2,129 | 232 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 2,126 | 231 | 0.01% | 0.01% | 864 | +225 | 11.84% | Q1 2026 | May 14, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 2,132 | 230 | 0.12% | — | 867 | +2,132 | New | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | New | 2,112 | 230 | 0.02% | — | 866 | +2,112 | New | Q1 2026 | Apr 22, 2026 |
| Bank of New Hampshire | History | Reduced | 2,115 | 230 | 0.05% | 0.05% | 865 | -46 | -2.13% | Q1 2026 | Apr 13, 2026 |
| Inspire Advisors, LLC | History | New | 2,098 | 228 | 0.02% | — | 869 | +2,098 | New | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,098 | 228 | 0.04% | 0.04% | 868 | +14 | 0.67% | Q1 2026 | May 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 2,086 | 227 | 0.01% | — | 871 | +2,086 | New | Q1 2026 | Apr 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2,088 | 227 | 0.18% | 0.18% | 870 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRUEFG, LLC | History | Added to | 2,078 | 226 | 0.06% | 0.06% | 872 | +78 | 3.9% | Q1 2026 | Apr 22, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 2,052 | 224 | 0.0% | 0.0% | 873 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 2,044 | 222 | 0.06% | 0.07% | 875 | -9 | -0.44% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | Reduced | 2,043 | 222 | 0.04% | 0.04% | 876 | -6 | -0.29% | Q1 2026 | Apr 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2,037 | 222 | 0.09% | 0.09% | 874 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 2,030 | 221 | 0.01% | 0.01% | 877 | -439 | -17.78% | Q1 2026 | Apr 15, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 2,020 | 220 | 0.22% | 0.19% | 878 | -6 | -0.3% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,010 | 219 | 0.01% | 0.01% | 879 | +100 | 5.24% | Q1 2026 | May 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 1,992 | 217 | 0.14% | 0.13% | 880 | -371 | -15.7% | Q1 2026 | May 01, 2026 |
| Peak Wealth Management LLC | History | No change | 2,000 | 217 | 0.18% | 0.18% | 881 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| High Point Wealth Management, LLC | History | No change | 2,000 | 217 | 0.21% | 0.21% | 882 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 1,982 | 216 | 0.09% | 0.1% | 883 | -225 | -10.19% | Q1 2026 | Apr 09, 2026 |
| Addison Capital Co | History | New | 1,973 | 215 | 0.04% | — | 884 | +1,973 | New | Q1 2026 | Apr 29, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 1,970 | 214 | 0.01% | 0.01% | 885 | +8 | 0.41% | Q1 2026 | Apr 07, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 1,961 | 213 | 0.03% | 0.03% | 886 | -358 | -15.44% | Q1 2026 | May 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 1,949 | 212 | 0.01% | 0.01% | 887 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 1,950 | 212 | 0.14% | 0.15% | 888 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Revisor Wealth Management LLC | History | Added to | 1,945 | 211 | 0.06% | 0.06% | 889 | +2 | 0.1% | Q1 2026 | Apr 27, 2026 |
| Fortis Capital Management LLC | History | Reduced | 1,927 | 210 | 0.02% | 0.03% | 890 | -5 | -0.26% | Q1 2026 | May 11, 2026 |
| RiverGlades Family Offices LLC | History | New | 1,926 | 209 | 0.12% | — | 891 | +1,926 | New | Q1 2026 | May 13, 2026 |
| NORDEN GROUP LLC | History | Reduced | 1,913 | 208 | 0.02% | 0.04% | 894 | -1,900 | -49.83% | Q1 2026 | Apr 15, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 1,910 | 208 | 0.03% | 0.03% | 893 | -68 | -3.44% | Q1 2026 | Apr 22, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 1,910 | 208 | 0.12% | 0.14% | 892 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Breachway Investments LLC | History | No change | 1,921 | 208 | 0.2% | 0.22% | 895 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,899 | 207 | 0.07% | 0.07% | 896 | +10 | 0.53% | Q1 2026 | Apr 23, 2026 |
| Finley Financial, LLC | History | No change | 1,900 | 207 | 0.1% | 0.1% | 897 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 1,884 | 205 | 0.02% | 0.02% | 899 | -23 | -1.21% | Q1 2026 | Apr 30, 2026 |
| SCS Capital Management LLC | History | No change | 1,883 | 205 | 0.0% | 0.0% | 898 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,874 | 204 | 0.0% | 0.01% | 900 | -3,933 | -67.73% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,872 | 203 | 0.01% | 0.02% | 901 | -1,439 | -43.46% | Q1 2026 | May 01, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 1,858 | 202 | 0.12% | 0.12% | 903 | -26 | -1.38% | Q1 2026 | May 07, 2026 |
| Tradewinds, LLC. | History | No change | 1,867 | 202 | 0.07% | 0.05% | 902 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 1,853 | 201 | 0.01% | 0.01% | 907 | -318 | -14.65% | Q1 2026 | Apr 09, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 1,844 | 201 | 0.01% | 0.01% | 905 | -51 | -2.69% | Q1 2026 | May 15, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 1,848 | 201 | 0.23% | 0.23% | 904 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 1,828 | 201 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Covestor Ltd | History | Added to | 1,831 | 200 | 0.14% | 0.1% | 908 | +117 | 6.83% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,819 | 198 | 0.0% | 0.0% | 909 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 1,786 | 194 | 0.02% | 0.02% | 910 | -17 | -0.94% | Q1 2026 | May 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 1,754 | 191 | 0.14% | 0.14% | 911 | -100 | -5.39% | Q1 2026 | May 12, 2026 |
| Imprint Wealth LLC | History | Added to | 1,648 | 179 | 0.82% | 0.77% | 913 | +156 | 10.46% | Q1 2026 | May 15, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 1,645 | 179 | 0.01% | 0.01% | 912 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,630 | 177 | 0.08% | 0.07% | 914 | +92 | 5.98% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,587 | 172 | 0.0% | 0.0% | 915 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,575 | 171 | 0.01% | 0.02% | 916 | -862 | -35.37% | Q1 2026 | May 05, 2026 |
| Quent Capital, LLC | History | Reduced | 1,577 | 171 | 0.01% | 0.02% | 917 | -340 | -17.74% | Q1 2026 | Apr 28, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 1,535 | 167 | 0.15% | 0.15% | 918 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,517 | 165 | 0.0% | 0.0% | 919 | +1,246 | 459.78% | Q1 2026 | May 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,488 | 162 | 0.47% | 0.46% | 920 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 1,475 | 160 | 0.05% | 0.05% | 921 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 1,452 | 158 | 0.05% | 0.04% | 922 | +314 | 27.59% | Q1 2026 | Apr 03, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 1,416 | 154 | 0.13% | 0.1% | 923 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,411 | 153 | 0.0% | 0.0% | 924 | -135 | -8.73% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,404 | 152 | 0.02% | 0.03% | 925 | -360 | -20.41% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,387 | 151 | 0.01% | 0.01% | 926 | +230 | 19.88% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,353 | 149 | 0.01% | 0.01% | 927 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,360 | 148 | 0.0% | 0.01% | 928 | -1,386 | -50.47% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,330 | 146 | 0.04% | 0.04% | 929 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | No change | 1,283 | 139 | 0.0% | 0.0% | 930 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 1,280 | 139 | 0.02% | 0.02% | 931 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Reduced | 1,273 | 138 | 0.0% | 0.01% | 932 | -3,271 | -71.99% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 1,266 | 137 | 0.03% | 0.01% | 935 | +997 | 370.63% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,262 | 137 | 0.0% | 0.0% | 933 | +985 | 355.6% | Q1 2026 | Apr 17, 2026 |
| CITY HOLDING CO | History | Reduced | 1,263 | 137 | 0.02% | 0.02% | 934 | -80 | -5.96% | Q1 2026 | Apr 15, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 1,235 | 134 | 0.05% | 0.05% | 936 | -82 | -6.23% | Q1 2026 | Apr 23, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 1,197 | 130 | 0.13% | 0.11% | 937 | +145 | 13.78% | Q1 2026 | May 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,187 | 129 | 0.01% | 0.01% | 938 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,170 | 127 | 0.01% | 0.01% | 939 | +116 | 11.01% | Q1 2026 | May 18, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,165 | 126 | 0.01% | 0.0% | 940 | +469 | 67.39% | Q1 2026 | Apr 23, 2026 |
| Vision Retirement, LLC | History | Reduced | 1,121 | 122 | 0.03% | 0.04% | 942 | -107 | -8.71% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,126 | 122 | 0.02% | 0.02% | 941 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Freedom, LLC | History | Added to | 1,075 | 117 | 0.06% | 0.05% | 943 | +98 | 10.03% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,073 | 116 | 0.01% | 0.01% | 944 | -80 | -6.94% | Q1 2026 | Apr 24, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,066 | 116 | 0.09% | 0.08% | 945 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ascentis Independent Advisors | History | New | 1,062 | 115 | 0.01% | — | 946 | +1,062 | New | Q1 2026 | Apr 28, 2026 |
| Olistico Wealth, LLC | History | No change | 1,050 | 114 | 0.06% | 0.06% | 947 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,021 | 111 | 0.05% | 0.05% | 948 | -172 | -14.42% | Q1 2026 | Apr 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 965 | 105 | 0.03% | 0.03% | 949 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 941 | 102 | 0.05% | 0.05% | 951 | +162 | 20.8% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 943 | 102 | 0.01% | 0.01% | 950 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Johnson Financial Group, Inc. | History | No change | 900 | 98 | 0.0% | 0.0% | 952 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Front Row Advisors LLC | History | No change | 888 | 96 | 0.03% | 0.03% | 953 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 832 | 90 | 0.0% | 0.0% | 954 | +2 | 0.24% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 821 | 89 | 0.05% | 0.3% | 956 | -4,489 | -84.54% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 821 | 89 | 0.01% | 0.01% | 955 | +711 | 646.36% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 812 | 88 | 0.0% | 0.0% | 957 | +693 | 582.35% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 800 | 87 | 0.0% | 0.0% | 958 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Banque Cantonale Vaudoise | History | No change | 790 | 86 | 0.0% | 0.0% | 959 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 781 | 85 | 0.08% | 0.1% | 960 | +182 | 30.38% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 778 | 84 | 0.03% | 0.03% | 961 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Register Financial Advisors LLC | History | Added to | 739 | 80 | 0.03% | 0.03% | 962 | +36 | 5.12% | Q1 2026 | Apr 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 727 | 79 | 0.01% | 0.01% | 963 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Activest Wealth Management | History | Reduced | 722 | 78 | 0.01% | 0.04% | 964 | -1,053 | -59.32% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Co / SC | History | No change | 724 | 78 | 0.01% | 0.01% | 965 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 703 | 76 | 0.0% | 0.0% | 967 | -12 | -1.68% | Q1 2026 | Apr 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 705 | 76 | 0.03% | 0.03% | 966 | +4 | 0.57% | Q1 2026 | Apr 17, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 679 | 74 | 0.0% | 0.0% | 968 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 675 | 73 | 0.01% | 0.01% | 969 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MRP Capital Investments, LLC | History | No change | 650 | 70 | 0.06% | 0.06% | 970 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 630 | 69 | 0.02% | 0.02% | 971 | +36 | 6.06% | Q1 2026 | May 07, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 636 | 69 | 0.01% | 0.01% | 972 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 585 | 63 | 0.01% | 0.01% | 973 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 575 | 62 | 0.0% | — | 975 | +575 | New | Q1 2026 | Apr 29, 2026 |
| UNION SAVINGS BANK | History | No change | 569 | 62 | 0.03% | 0.03% | 974 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 560 | 61 | 0.06% | — | 978 | +560 | New | Q1 2026 | May 05, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 565 | 61 | 0.03% | 0.01% | 977 | +420 | 289.66% | Q1 2026 | May 12, 2026 |
| Security National Bank | History | No change | 560 | 61 | 0.01% | 0.01% | 976 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TSFG, LLC | History | No change | 549 | 60 | 0.01% | 0.01% | 979 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lavaca Capital LLC | History | Added to | 533 | 58 | 0.01% | 0.01% | 980 | +4 | 0.76% | Q1 2026 | May 13, 2026 |
| Mechanics Financial Corp | History | No change | 531 | 57 | 0.02% | 0.02% | 981 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 518 | 56 | 0.0% | 0.02% | 982 | -2,471 | -82.67% | Q1 2026 | Apr 20, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 500 | 54 | 0.01% | 0.01% | 983 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 488 | 53 | 0.01% | 0.01% | 984 | +30 | 6.55% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 484 | 52 | 0.05% | 0.06% | 985 | -21 | -4.16% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 468 | 51 | 0.01% | — | 986 | +468 | New | Q1 2026 | May 06, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 463 | 50 | 0.04% | 0.05% | 987 | +3 | 0.65% | Q1 2026 | Apr 02, 2026 |
| BankChampaign, National Association | History | Reduced | 458 | 49 | 0.05% | 0.05% | 990 | -345 | -42.96% | Q1 2026 | May 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 458 | 49 | 0.01% | 0.01% | 988 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BALLAST ADVISORS LLC | History | No change | 450 | 49 | 0.01% | 0.01% | 989 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Park Place Capital Corp | History | Reduced | 446 | 48 | 0.01% | 0.01% | 992 | -52 | -10.44% | Q1 2026 | Apr 09, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 441 | 48 | 0.02% | 0.02% | 991 | +3 | 0.68% | Q1 2026 | May 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 420 | 45 | 0.01% | 0.01% | 993 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tidemark, LLC | History | No change | 421 | 45 | 0.01% | 0.01% | 994 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 390 | 42 | 0.0% | — | 995 | +390 | New | Q1 2026 | Apr 16, 2026 |
| PlanVest Financial, Inc | History | New | 380 | 41 | 0.03% | — | 998 | +380 | New | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | Reduced | 377 | 41 | 0.01% | 0.02% | 997 | -71 | -15.85% | Q1 2026 | May 22, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 377 | 41 | 0.03% | 0.03% | 996 | -20 | -5.04% | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 368 | 40 | 0.02% | 0.03% | 999 | -241 | -39.57% | Q1 2026 | May 01, 2026 |
| Costello Asset Management, INC | History | Added to | 367 | 39 | 0.01% | 0.01% | 1000 | +2 | 0.55% | Q1 2026 | Apr 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 367 | 39 | 0.02% | 0.03% | 1001 | +1 | 0.27% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | No change | 354 | 38 | 0.01% | 0.01% | 1002 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 340 | 37 | 0.01% | — | 1003 | +340 | New | Q1 2026 | Apr 28, 2026 |
| Hilltop National Bank | History | Added to | 330 | 35 | 0.01% | 0.0% | 1004 | +176 | 114.29% | Q1 2026 | Apr 02, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 316 | 34 | 0.0% | 0.0% | 1005 | +2 | 0.64% | Q1 2026 | Apr 10, 2026 |
| BOKF, NA | History | Reduced | 311 | 33 | 0.0% | 0.0% | 1006 | -1,524 | -83.05% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 311 | 33 | 0.0% | — | 1007 | +311 | New | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | New | 306 | 33 | 0.0% | — | 1008 | +306 | New | Q1 2026 | May 07, 2026 |
| Friedenthal Financial | History | Added to | 295 | 32 | 0.02% | 0.01% | 1009 | +24 | 8.86% | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 285 | 31 | 0.01% | 0.01% | 1010 | -43 | -13.11% | Q1 2026 | Apr 24, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 277 | 30 | 0.0% | 0.02% | 1011 | -2,659 | -90.57% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | New | 278 | 30 | 0.0% | — | 1013 | +278 | New | Q1 2026 | Apr 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 278 | 30 | 0.0% | 0.0% | 1012 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Canton Hathaway, LLC | History | Reduced | 269 | 29 | 0.01% | 0.01% | 1015 | -106 | -28.27% | Q1 2026 | Apr 24, 2026 |
| Sachetta, LLC | History | Added to | 273 | 29 | 0.02% | 0.02% | 1017 | +2 | 0.74% | Q1 2026 | May 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 271 | 29 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ORG Partners LLC | History | No change | 271 | 29 | 0.01% | 0.01% | 1016 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 272 | 29 | 0.01% | 0.01% | 1018 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 260 | 28 | 0.0% | 0.0% | 1019 | -90 | -25.71% | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 252 | 27 | 0.0% | — | 1022 | +252 | New | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 252 | 27 | 0.0% | 0.0% | 1021 | +21 | 9.09% | Q1 2026 | Apr 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 250 | 27 | 0.0% | 0.0% | 1020 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bangor Savings Bank | History | Reduced | 239 | 26 | 0.0% | 0.0% | 1023 | -9 | -3.63% | Q1 2026 | Apr 01, 2026 |
| TD Capital Management LLC | History | No change | 240 | 26 | 0.0% | 0.0% | 1024 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacific Center for Financial Services | History | Reduced | 231 | 25 | 0.01% | 0.01% | 1026 | -34 | -12.83% | Q1 2026 | May 12, 2026 |
| FIRST HORIZON CORP | History | No change | 232 | 25 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rossmore Private Capital | History | No change | 227 | 24 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 225 | 24 | 0.0% | 0.0% | 1028 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 213 | 23 | 0.0% | 0.0% | 1029 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 200 | 22 | 0.02% | 0.02% | 1030 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Basepoint Wealth LLC | History | Added to | 201 | 21 | 0.01% | 0.01% | 1035 | +2 | 1.01% | Q1 2026 | May 07, 2026 |
| Citizens National Bank Trust Department | History | No change | 200 | 21 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fortis Group Advisors, LLC | History | No change | 200 | 21 | 0.0% | 0.0% | 1032 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 198 | 21 | 0.0% | 0.0% | 1033 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 200 | 21 | 0.01% | 0.01% | 1034 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 186 | 20 | 0.01% | — | 1040 | +186 | New | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 188 | 20 | 0.01% | — | 1037 | +104 | 123.81% | Q1 2026 | Apr 16, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 190 | 20 | 0.0% | 0.0% | 1038 | -50 | -20.83% | Q1 2026 | May 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 184 | 20 | 0.0% | 0.0% | 1036 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | No change | 192 | 20 | 0.0% | 0.0% | 1039 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hurley Capital, LLC | History | No change | 175 | 19 | 0.01% | 0.01% | 1041 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 172 | 18 | 0.02% | 0.02% | 1042 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 160 | 17 | 0.0% | 0.07% | 1043 | -19,999 | -99.21% | Q1 2026 | May 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 158 | 17 | 0.0% | 0.0% | 1044 | +1 | 0.64% | Q1 2026 | Apr 30, 2026 |
| Investors Research Corp | History | No change | 163 | 17 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Pflug Koory, LLC | History | No change | 164 | 17 | 0.01% | 0.01% | 1046 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kennebec Savings Bank | History | No change | 156 | 17 | 0.02% | 0.01% | 1047 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 150 | 16 | 0.01% | 0.01% | 1048 | +1 | 0.67% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 148 | 16 | 0.0% | 0.0% | 1049 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 145 | 15 | 0.01% | 0.02% | 1051 | -146 | -50.17% | Q1 2026 | May 14, 2026 |
| United Community Bank | History | New | 141 | 15 | 0.01% | — | 1052 | +141 | New | Q1 2026 | Apr 24, 2026 |
| Strive Financial Group ,LLC | History | New | 136 | 15 | 0.01% | — | 1053 | +136 | New | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | No change | 145 | 15 | 0.0% | 0.0% | 1050 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 129 | 14 | 0.0% | 0.0% | 1054 | -54 | -29.51% | Q1 2026 | May 04, 2026 |
| one8zero8, LLC | History | Reduced | 129 | 14 | 0.0% | 0.0% | 1055 | -18 | -12.24% | Q1 2026 | May 07, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 122 | 13 | 0.01% | 0.02% | 1056 | -214 | -63.69% | Q1 2026 | Apr 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 123 | 13 | 0.0% | — | 1057 | +123 | New | Q1 2026 | May 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 118 | 12 | 0.0% | 0.0% | 1058 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nova Wealth Management, Inc. | History | No change | 115 | 12 | 0.01% | 0.01% | 1059 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 103 | 11 | 0.0% | 0.0% | 1061 | -127 | -55.22% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 100 | 11 | 0.0% | 0.0% | 1060 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 103 | 11 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | No change | 104 | 11 | 0.0% | 0.0% | 1063 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Piscataqua Savings Bank | History | No change | 110 | 11 | 0.01% | 0.01% | 1064 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 10,934 | 10 | 0.01% | — | 1067 | +10,934 | New | Q1 2026 | May 11, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 92 | 10 | 0.08% | 0.12% | 1066 | -106 | -53.54% | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 92 | 10 | 0.0% | 0.0% | 1065 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Napier Financial, LLC | History | New | 91 | 9 | 0.0% | — | 1074 | +91 | New | Q1 2026 | May 05, 2026 |
| Rakuten Securities, Inc. | History | Added to | 91 | 9 | 0.0% | 0.0% | 1073 | +53 | 139.47% | Q1 2026 | May 01, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 83 | 9 | 0.0% | 0.0% | 1069 | +36 | 76.6% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 86 | 9 | 0.0% | 0.0% | 1072 | +2 | 2.38% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 88 | 9 | 0.0% | 0.0% | 1068 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JCIC Asset Management Inc. | History | No change | 85 | 9 | 0.0% | 0.0% | 1070 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Granite Investment Partners, LLC | History | No change | 85 | 9 | 0.0% | 0.0% | 1071 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 81 | 8 | 0.0% | — | 1076 | +81 | New | Q1 2026 | Apr 24, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 75 | 8 | 0.0% | 0.0% | 1075 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 69 | 7 | 0.0% | 0.0% | 1077 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank & Trust Co | History | No change | 65 | 7 | 0.0% | 0.0% | 1078 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pandora Wealth, Inc. | History | No change | 66 | 7 | 0.0% | 0.0% | 1079 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 57 | 6 | 0.0% | 0.0% | 1081 | +1 | 1.79% | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 55 | 6 | 0.0% | 0.0% | 1080 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Realta Investment Advisors | History | No change | 59 | 6 | 0.0% | 0.0% | 1082 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | New | 52 | 5 | 0.0% | — | 1088 | +52 | New | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 50 | 5 | 0.0% | 0.0% | 1086 | +30 | 150.0% | Q1 2026 | May 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 48 | 5 | 0.0% | 0.0% | 1083 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 46 | 5 | 0.0% | 0.0% | 1084 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CX Institutional | History | No change | 48 | 5 | 0.0% | 0.0% | 1085 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 49 | 5 | 0.0% | 0.0% | 1087 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 40 | 4 | 0.0% | — | 1092 | +40 | New | Q1 2026 | May 08, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 37 | 4 | 0.0% | 0.0% | 1091 | -15 | -28.85% | Q1 2026 | Apr 03, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 39 | 4 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NWK Group, Inc. | History | No change | 41 | 4 | 0.0% | 0.0% | 1090 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 31 | 3 | 0.0% | 0.01% | 1093 | -237 | -88.43% | Q1 2026 | Apr 23, 2026 |
| Mosley Wealth Management | History | New | 35 | 3 | 0.0% | — | 1098 | +35 | New | Q1 2026 | Apr 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 30 | 3 | 0.0% | — | 1097 | +30 | New | Q1 2026 | May 11, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 1094 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Collier Financial | History | No change | 33 | 3 | 0.0% | 0.0% | 1095 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 28 | 3 | 0.0% | 0.0% | 1096 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Noble Wealth Management PBC | History | Reduced | 21 | 2 | 0.0% | 0.0% | 1105 | -35 | -62.5% | Q1 2026 | Apr 02, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 23 | 2 | 0.0% | — | 1108 | +23 | New | Q1 2026 | Apr 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 21 | 2 | 0.0% | — | 1106 | +21 | New | Q1 2026 | Apr 14, 2026 |
| Burk Holdings LLC | History | New | 20 | 2 | 0.0% | — | 1107 | +20 | New | Q1 2026 | May 07, 2026 |
| Founders Capital Management | History | Added to | 24 | 2 | 0.0% | 0.0% | 1101 | +1 | 4.35% | Q1 2026 | Apr 21, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 22 | 2 | 0.0% | 0.0% | 1099 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 20 | 2 | 0.0% | 0.0% | 1100 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 1102 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 26 | 2 | 0.0% | 0.0% | 1103 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 22 | 2 | 0.0% | 0.0% | 1104 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 1111 | -146 | -93.59% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 18 | 1 | 0.0% | 0.0% | 1112 | -55 | -75.34% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | New | 16 | 1 | 0.0% | — | 1113 | +16 | New | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | New | 10 | 1 | 0.0% | — | 1114 | +10 | New | Q1 2026 | Apr 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 1 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1110 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Closed out | 0 | 0 | — | 0.37% | — | -1,980,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -1,542,875 | -100.0% | Q1 2026 | May 15, 2026 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 84.99% | — | -1,290,332 | -100.0% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.91% | — | -1,015,000 | -100.0% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -605,809 | -100.0% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | New | 600,000 | 0 | — | — | — | +600,000 | New | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -403,613 | -100.0% | Q1 2026 | May 15, 2026 |
| PERISCOPE CAPITAL INC. | History | Closed out | 0 | 0 | — | 5.04% | — | -400,000 | -100.0% | Q1 2026 | May 13, 2026 |
| BANK OF KOREA | History | Closed out | 0 | 0 | — | 1.91% | — | -396,053 | -100.0% | Q1 2026 | May 13, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 3.05% | — | -331,248 | -100.0% | Q1 2026 | May 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 1.34% | — | -300,000 | -100.0% | Q1 2026 | May 15, 2026 |
| III Capital Management | History | Closed out | 0 | 0 | — | 3.71% | — | -229,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Closed out | 0 | 0 | — | 0.63% | — | -222,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Bramshill Investments, LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -200,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Independence Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 5.31% | — | -175,327 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Spahn Wealth & Retirement LLC | History | Closed out | 0 | 0 | — | 11.29% | — | -165,102 | -100.0% | Q1 2026 | May 14, 2026 |
| Hudson Capital Management LLC | History | Closed out | 0 | 0 | — | 3.64% | — | -131,765 | -100.0% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -124,376 | -100.0% | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 4.81% | — | -121,495 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -120,112 | -100.0% | Q1 2026 | May 01, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -117,154 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 3.58% | — | -115,180 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -113,866 | -100.0% | Q1 2026 | May 12, 2026 |
| Nearwater Capital Markets, Ltd | History | Closed out | 0 | 0 | — | 0.21% | — | -109,600 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | Closed out | 0 | 0 | — | 0.18% | — | -100,408 | -100.0% | Q1 2026 | May 15, 2026 |
| MUFG SECURITIES AMERICAS INC. | History | Closed out | 0 | 0 | — | 0.69% | — | -100,000 | -100.0% | Q1 2026 | May 11, 2026 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.33% | — | -99,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -85,135 | -100.0% | Q1 2026 | May 07, 2026 |
| Ball & Co Wealth Management Inc. | History | Closed out | 0 | 0 | — | 4.36% | — | -61,432 | -100.0% | Q1 2026 | May 01, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.13% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Blackhawk Capital Partners, LLC | History | Closed out | 0 | 0 | — | 2.01% | — | -48,676 | -100.0% | Q1 2026 | May 05, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 4.02% | — | -48,226 | -100.0% | Q1 2026 | May 14, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 2.12% | — | -45,333 | -100.0% | Q1 2026 | Apr 17, 2026 |
| EQ LLC | History | Closed out | 0 | 0 | — | 1.41% | — | -44,497 | -100.0% | Q1 2026 | May 06, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -37,523 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -36,415 | -100.0% | Q1 2026 | May 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 5 | 0 | — | 0.28% | — | -32,862 | -99.98% | Q1 2026 | Apr 09, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -32,460 | -100.0% | Q1 2026 | Apr 22, 2026 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,970 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -23,462 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Bishop & Co Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -22,142 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,800 | -100.0% | Q1 2026 | May 15, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.79% | — | -20,481 | -100.0% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,898 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -19,898 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Florin Court Capital LLP | History | Closed out | 0 | 0 | — | 2.58% | — | -16,800 | -100.0% | Q1 2026 | May 06, 2026 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -13,043 | -100.0% | Q1 2026 | May 06, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -12,440 | -100.0% | Q1 2026 | May 04, 2026 |
| VAN STRUM & TOWNE INC. | History | Closed out | 0 | 0 | — | 0.33% | — | -10,770 | -100.0% | Q1 2026 | May 07, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -10,148 | -100.0% | Q1 2026 | Apr 13, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.91% | — | -10,030 | -100.0% | Q1 2026 | May 20, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,208 | -100.0% | Q1 2026 | May 15, 2026 |
| Family Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.44% | — | -8,980 | -100.0% | Q1 2026 | Apr 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,588 | -100.0% | Q1 2026 | May 11, 2026 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -8,303 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -7,955 | -100.0% | Q1 2026 | Apr 08, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 1 | 0 | — | 0.0% | — | -6,537 | -99.98% | Q1 2026 | May 15, 2026 |
| Wayfinding Financial, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -6,380 | -100.0% | Q1 2026 | May 12, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,139 | -100.0% | Q1 2026 | Apr 21, 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | History | Closed out | 0 | 0 | — | 0.6% | — | -6,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -5,694 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Curat Global, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -4,779 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Cascade Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,743 | -100.0% | Q1 2026 | May 12, 2026 |
| Oxbow Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,511 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Summa Corp. | History | Closed out | 0 | 0 | — | 0.21% | — | -4,425 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,356 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -3,866 | -100.0% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,838 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,444 | -100.0% | Q1 2026 | May 01, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,265 | -100.0% | Q1 2026 | May 13, 2026 |
| Constant Guidance Financial LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -3,110 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,095 | -100.0% | Q1 2026 | May 15, 2026 |
| DeepCurrents Investment Group LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -3,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,973 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,681 | -100.0% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,546 | -100.0% | Q1 2026 | May 06, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,511 | -100.0% | Q1 2026 | May 11, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,416 | -100.0% | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,400 | -100.0% | Q1 2026 | May 06, 2026 |
| Integrated Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,077 | -100.0% | Q1 2026 | Apr 17, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -2,055 | -100.0% | Q1 2026 | May 15, 2026 |
| Forefront Analytics, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -2,021 | -100.0% | Q1 2026 | May 13, 2026 |
| Van Diest Capital, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -2,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -1,929 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,858 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cadia Private Client LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,824 | -100.0% | Q1 2026 | May 20, 2026 |
| Transce3nd, LLC | History | Closed out | 0 | 0 | — | 1.34% | — | -1,499 | -100.0% | Q1 2026 | May 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -989 | -100.0% | Q1 2026 | May 01, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -940 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -802 | -100.0% | Q1 2026 | Apr 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -726 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Choate Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 13, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 07, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -500 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -498 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -374 | -100.0% | Q1 2026 | May 01, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -373 | -100.0% | Q1 2026 | May 01, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 11, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| NorthAvenue LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -285 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -208 | -100.0% | Q1 2026 | May 15, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -182 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -116 | -100.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 11, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -60 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Birchwood Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -58 | -100.0% | Q1 2026 | May 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 14, 2026 |
| Parvin Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 15, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 06, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 04, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 07, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 06, 2026 |
| TopTier Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| Viewpoint Capital Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MTM Investment Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Networth Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |