iSHARES TRUST - MBB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 66,207,297 | 6,286,382 | 0.46% | 0.49% | 1 | -4,842,763 | -6.82% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,143,199 | 3,518,203 | 0.23% | 0.21% | 2 | +2,052,840 | 5.85% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 28,904,219 | 2,744,455 | 0.73% | 0.74% | 3 | +2,845,587 | 10.92% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 27,984,290 | 2,657,108 | 0.71% | 0.73% | 4 | +81,121 | 0.29% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 21,837,225 | 2,073,444 | 0.31% | 0.03% | 5 | +19,902,058 | 1028.44% | Q1 2026 | May 05, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 14,072,269 | 1,333,760 | 10.18% | — | 6 | +14,072,269 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 13,191,448 | 1,253,994 | 0.29% | 0.32% | 7 | -1,461,155 | -9.97% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 10,792,188 | 1,024,718 | 0.06% | 0.06% | 8 | +939,826 | 9.54% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,479,771 | 710,204 | 2.73% | — | 9 | +7,479,771 | New | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,779,539 | 548,767 | 0.74% | 0.5% | 10 | +1,842,155 | 46.79% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,299,327 | 408,221 | 0.08% | 0.03% | 11 | +2,855,984 | 197.87% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,707,598 | 352,036 | 0.32% | 0.32% | 12 | +8,277 | 0.22% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,425,563 | 325,257 | 0.12% | 0.1% | 13 | +542,039 | 18.8% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 3,330,589 | 316,239 | 1.28% | 1.28% | 14 | +38,894 | 1.18% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,106,470 | 294,959 | 0.17% | 0.16% | 15 | +106,144 | 3.54% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,711,021 | 257,411 | 0.05% | 0.05% | 16 | -5,644 | -0.21% | Q1 2026 | May 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 2,478,109 | 235,296 | 0.79% | 0.76% | 17 | -8,763 | -0.35% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 2,474,044 | 234,910 | 12.11% | 13.7% | 18 | -290,661 | -10.51% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,314,725 | 219,783 | 0.04% | 0.04% | 19 | +201,354 | 9.53% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 2,222,389 | 211,015 | 0.0% | 0.0% | 20 | -28,218 | -1.25% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,194,447 | 208,334 | 0.19% | 0.2% | 21 | +108,361 | 5.19% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,026,264 | 192,393 | 0.2% | 0.21% | 22 | +44,837 | 2.26% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Added to | 2,023,823 | 192,161 | 2.64% | 2.45% | 23 | +227,772 | 12.68% | Q1 2026 | Apr 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,930,735 | 183,323 | 1.01% | 0.67% | 24 | -72,572 | -3.62% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 1,927,060 | 182,974 | 0.48% | 0.49% | 25 | +16,950 | 0.89% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 1,912,803 | 181,620 | 0.04% | 0.1% | 26 | -2,480,627 | -56.46% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 1,912,114 | 181,555 | 2.66% | 1.53% | 27 | +847,510 | 79.61% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,778,596 | 168,877 | 1.65% | 1.53% | 28 | +142,822 | 8.73% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,760,337 | 167,144 | 1.46% | 1.36% | 29 | +303,261 | 20.81% | Q1 2026 | May 14, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 1,648,703 | 156,546 | 4.54% | 0.0% | 30 | +1,648,693 | 16486930.0% | Q1 2026 | Apr 22, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 1,628,093 | 154,587 | 4.07% | 3.48% | 31 | +253,794 | 18.47% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,596,964 | 151,632 | 0.24% | 0.22% | 32 | +98,161 | 6.55% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,537,894 | 146,023 | 0.05% | 0.04% | 33 | +116,485 | 8.2% | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 1,462,193 | 138,835 | 1.9% | — | 34 | +1,462,193 | New | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,460,265 | 138,652 | 0.34% | 0.29% | 35 | +111,462 | 8.26% | Q1 2026 | Apr 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,422,567 | 135,205 | 0.83% | 0.78% | 36 | +66,871 | 4.93% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,412,423 | 134,109 | 0.37% | 0.41% | 37 | -334,150 | -19.13% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,408,747 | 133,760 | 0.02% | 0.02% | 38 | +23,506 | 1.7% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,363,626 | 129,476 | 0.96% | 0.97% | 39 | +92,541 | 7.28% | Q1 2026 | Apr 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 1,360,000 | 129,132 | 0.58% | 0.48% | 40 | -15,400 | -1.12% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,330,985 | 126,377 | 0.99% | 1.07% | 41 | +7,354 | 0.56% | Q1 2026 | Apr 07, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 1,154,212 | 109,592 | 0.32% | 0.27% | 42 | +141,056 | 13.92% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 1,142,458 | 108,282 | 1.88% | 1.96% | 43 | +2,528 | 0.22% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,010,090 | 95,908 | 1.1% | 1.4% | 44 | -294,983 | -22.6% | Q1 2026 | Apr 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 933,883 | 88,672 | 0.03% | 0.41% | 45 | -604,652 | -39.3% | Q1 2026 | May 04, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 886,160 | 84,140 | 1.51% | 1.49% | 46 | +49,374 | 5.9% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 882,651 | 83,807 | 0.03% | 0.03% | 47 | -173,203 | -16.4% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 877,630 | 83,330 | 0.44% | 0.57% | 48 | +26,444 | 3.11% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 826,002 | 78,651 | 0.03% | 0.02% | 49 | +57,787 | 7.52% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 804,256 | 76,364 | 2.42% | 2.58% | 50 | +61,069 | 8.22% | Q1 2026 | May 07, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 795,251 | 75,509 | 9.72% | 9.03% | 51 | +114,881 | 16.89% | Q1 2026 | Apr 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 767,705 | 72,893 | 1.5% | 1.45% | 52 | +21,120 | 2.83% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 735,531 | 69,838 | 0.49% | 0.5% | 53 | +47,357 | 6.88% | Q1 2026 | Apr 14, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 709,796 | 67,395 | 1.56% | 1.36% | 54 | +62,899 | 9.72% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 687,576 | 65,285 | 0.09% | 0.09% | 55 | +11,811 | 1.75% | Q1 2026 | Apr 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 685,590 | 65,096 | 0.04% | 0.04% | 56 | +46,937 | 7.35% | Q1 2026 | Apr 30, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 674,586 | 64,051 | 8.84% | 0.1% | 57 | +667,159 | 8982.89% | Q1 2026 | Apr 16, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 669,011 | 63,522 | 0.07% | 0.07% | 58 | -39,337 | -5.55% | Q1 2026 | May 11, 2026 |
| Lutz Financial Services LLC | History | Added to | 631,850 | 59,994 | 4.03% | 3.87% | 59 | +34,269 | 5.73% | Q1 2026 | May 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 622,779 | 59,132 | 3.59% | 5.94% | 60 | -25,388,007 | -97.61% | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 613,305 | 58,233 | 3.39% | 3.55% | 61 | +7,873 | 1.3% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 612,593 | 57,609 | 0.08% | 0.04% | 62 | +185,374 | 43.39% | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | Added to | 604,597 | 57,406 | 2.3% | 2.21% | 63 | +14,083 | 2.38% | Q1 2026 | Apr 16, 2026 |
| Dakota Wealth Management | History | Added to | 603,613 | 57,313 | 1.24% | 0.92% | 64 | +57,258 | 10.48% | Q1 2026 | May 07, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 600,000 | 56,970 | 0.3% | 0.28% | 65 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 590,739 | 56,090 | 0.3% | 0.31% | 66 | +18,428 | 3.22% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 561,646 | 53,277 | 0.11% | 0.03% | 67 | +348,197 | 163.13% | Q1 2026 | Apr 08, 2026 |
| Clarity Financial LLC | History | New | 560,574 | 53,226 | 5.79% | — | 68 | +560,574 | New | Q1 2026 | May 01, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 544,803 | 51,729 | 0.89% | 1.38% | 69 | -48,787 | -8.22% | Q1 2026 | May 11, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 523,700 | 49,725 | 5.1% | 4.84% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 512,270 | 48,694 | 0.07% | 0.07% | 71 | +15,343 | 3.09% | Q1 2026 | May 15, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 503,661 | 47,817 | 6.43% | 6.12% | 72 | -5,139 | -1.01% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 500,518 | 47,524 | 0.59% | 0.56% | 73 | +51,048 | 11.36% | Q1 2026 | May 11, 2026 |
| Korea Investment CORP | History | No change | 500,000 | 47,475 | 0.1% | 0.09% | 74 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Constellation Investments, Inc. | History | No change | 495,924 | 47,087 | 1.56% | 1.46% | 75 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 485,919 | 46,137 | 3.2% | 3.05% | 76 | +19,128 | 4.1% | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 477,622 | 45,350 | 0.05% | 0.1% | 77 | -455,365 | -48.81% | Q1 2026 | May 14, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 471,752 | 44,792 | 0.91% | 0.76% | 78 | +18,210 | 4.02% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 466,390 | 44,283 | 0.71% | 0.73% | 79 | +10,529 | 2.31% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 457,560 | 43,445 | 0.11% | 0.1% | 80 | +49,101 | 12.02% | Q1 2026 | Apr 30, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 450,000 | 42,727 | 0.16% | 0.15% | 81 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 442,207 | 41,987 | 2.43% | 1.9% | 82 | +17,872 | 4.21% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 435,566 | 41,338 | 0.08% | 0.08% | 83 | -13,089 | -2.92% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 418,226 | 39,710 | 1.57% | 1.46% | 84 | +24,752 | 6.29% | Q1 2026 | Apr 13, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 397,518 | 37,744 | 4.17% | 6.1% | 85 | -152,213 | -27.69% | Q1 2026 | Apr 13, 2026 |
| Bangor Savings Bank | History | Added to | 393,454 | 37,358 | 2.99% | 2.9% | 86 | +14,631 | 3.86% | Q1 2026 | Apr 01, 2026 |
| Baird Financial Group, Inc. | History | Added to | 391,343 | 37,157 | 0.06% | 0.05% | 87 | +54,515 | 16.18% | Q1 2026 | May 14, 2026 |
| CONNING INC. | History | No change | 387,672 | 36,809 | 1.22% | 1.24% | 88 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 384,249 | 36,484 | 0.5% | 0.31% | 89 | +161,776 | 72.72% | Q1 2026 | May 12, 2026 |
| Northside Capital Management, LLC | History | Added to | 371,556 | 35,279 | 3.1% | 2.42% | 90 | +79,197 | 27.09% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 370,956 | 35,222 | 0.52% | 0.41% | 91 | +91,372 | 32.68% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 361,078 | 34,284 | 0.01% | 0.01% | 92 | +23,353 | 6.91% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 356,352 | 33,835 | 0.0% | 0.0% | 93 | +4,722 | 1.34% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 355,220 | 33,728 | 0.05% | 0.04% | 94 | +115,979 | 48.48% | Q1 2026 | May 11, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 351,174 | 33,343 | 3.83% | 3.53% | 95 | +15,940 | 4.75% | Q1 2026 | Apr 24, 2026 |
| Parkside Investments, LLC | History | Added to | 350,288 | 33,259 | 4.04% | 4.13% | 96 | +5,475 | 1.59% | Q1 2026 | Apr 08, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 349,200 | 33,156 | 3.64% | 2.63% | 97 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 338,060 | 32,095 | 0.25% | 0.22% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Added to | 333,020 | 31,620 | 1.28% | 1.24% | 99 | +14,535 | 4.56% | Q1 2026 | Apr 27, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 332,934 | 31,612 | 0.49% | 0.49% | 100 | -11,756 | -3.41% | Q1 2026 | Apr 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 327,194 | 31,067 | 0.17% | 0.16% | 101 | +12,348 | 3.92% | Q1 2026 | May 05, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 325,036 | 30,862 | 2.49% | 2.47% | 102 | +13,771 | 4.42% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 323,110 | 30,679 | 0.05% | 0.05% | 103 | +6,946 | 2.2% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 316,041 | 30,008 | 5.89% | 0.03% | 104 | +314,291 | 17959.49% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 315,815 | 29,986 | 0.34% | 0.34% | 105 | +7,387 | 2.4% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 313,324 | 29,750 | 0.04% | 0.06% | 106 | -187,669 | -37.46% | Q1 2026 | May 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 312,138 | 29,637 | 0.35% | 0.3% | 107 | +47,293 | 17.86% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 302,215 | 28,695 | 0.0% | 0.0% | 108 | -31,591 | -9.46% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Added to | 299,894 | 28,474 | 0.01% | 0.0% | 109 | +5,319 | 1.81% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 295,766 | 28,082 | 0.07% | 0.07% | 110 | -8,590 | -2.82% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 295,435 | 28,051 | 0.34% | 0.32% | 111 | +1,905 | 0.65% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | Added to | 289,131 | 27,453 | 0.29% | 0.08% | 112 | +253,147 | 703.5% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 288,589 | 27,401 | 0.04% | 0.03% | 113 | +107,677 | 59.52% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 281,068 | 26,687 | 1.01% | 0.92% | 114 | +16,023 | 6.05% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 280,334 | 26,617 | 3.65% | 3.52% | 115 | +12,074 | 4.5% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 277,250 | 26,324 | 0.91% | 0.84% | 116 | +19,215 | 7.45% | Q1 2026 | May 15, 2026 |
| Acorns Advisers, LLC | History | Added to | 276,788 | 26,281 | 0.2% | 0.2% | 117 | +13 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 262,949 | 24,927 | 0.03% | — | 118 | +262,949 | New | Q1 2026 | May 12, 2026 |
| Talon Private Wealth, LLC | History | New | 257,501 | 24,449 | 3.25% | — | 119 | +257,501 | New | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 256,676 | 24,371 | 0.48% | 0.44% | 120 | +4,000 | 1.58% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 253,453 | 24,133 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 249,955 | 23,733 | 3.4% | 3.32% | 122 | +5,610 | 2.3% | Q1 2026 | Apr 27, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 249,332 | 23,674 | 4.29% | 3.67% | 123 | +20,280 | 8.85% | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 241,542 | 22,999 | 0.41% | 0.41% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 239,721 | 22,761 | 0.02% | 0.02% | 125 | +10,356 | 4.52% | Q1 2026 | May 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 236,182 | 22,450 | 3.08% | 3.26% | 126 | +9,212 | 4.06% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 235,771 | 22,386 | 0.44% | 0.3% | 127 | +75,189 | 46.82% | Q1 2026 | Apr 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 233,967 | 22,215 | 1.24% | 1.17% | 128 | +15,542 | 7.12% | Q1 2026 | Apr 23, 2026 |
| Estate Counselors, LLC | History | Added to | 232,819 | 22,106 | 1.97% | 0.93% | 129 | +116,254 | 99.73% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 230,583 | 21,893 | 0.1% | 0.11% | 130 | -6,184 | -2.61% | Q1 2026 | Apr 24, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 229,499 | 21,790 | 4.26% | 3.81% | 131 | +33,879 | 17.32% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 228,920 | 21,735 | 0.96% | 0.87% | 132 | +10,749 | 4.93% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 228,370 | 21,683 | 0.79% | 0.83% | 133 | -5,567 | -2.38% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 225,629 | 21,423 | 0.03% | 0.02% | 134 | +12,057 | 5.65% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 221,906 | 21,069 | 0.86% | 0.86% | 135 | +5,240 | 2.42% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 221,272 | 21,009 | 0.04% | 0.04% | 136 | +25,013 | 12.74% | Q1 2026 | May 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 219,863 | 20,876 | 2.85% | 3.02% | 137 | -5,985 | -2.65% | Q1 2026 | Apr 14, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 216,000 | 20,510 | 0.77% | 0.85% | 138 | -35,000 | -13.94% | Q1 2026 | Apr 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 214,833 | 20,398 | 1.62% | 1.37% | 139 | +63,834 | 42.27% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 213,099 | 20,233 | 0.0% | 0.0% | 140 | +204,199 | 2294.37% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 210,498 | 19,986 | 0.22% | 0.11% | 141 | +125,696 | 148.22% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 209,835 | 19,923 | 0.0% | 0.0% | 142 | +21,695 | 11.53% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 207,511 | 19,759 | 0.39% | 0.39% | 143 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 207,921 | 19,742 | 0.11% | 0.1% | 144 | +24,561 | 13.39% | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 206,612 | 19,617 | 1.57% | 1.66% | 145 | -16,782 | -7.51% | Q1 2026 | May 14, 2026 |
| TCW GROUP INC | History | Added to | 205,827 | 19,543 | 0.15% | 0.14% | 146 | +3,366 | 1.66% | Q1 2026 | May 14, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 204,235 | 19,392 | 0.64% | 0.57% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Added to | 204,183 | 19,387 | 2.61% | 2.38% | 148 | +7,626 | 3.88% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Added to | 203,790 | 19,349 | 0.11% | 0.11% | 149 | +8,414 | 4.31% | Q1 2026 | May 15, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 195,885 | 18,599 | 1.91% | 1.47% | 150 | +43,313 | 28.39% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 195,078 | 18,522 | 0.26% | 0.28% | 151 | -28,747 | -12.84% | Q1 2026 | Apr 30, 2026 |
| Johns Hopkins University | History | No change | 193,437 | 18,366 | 1.33% | 1.34% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 190,554 | 18,093 | 0.55% | 0.55% | 153 | +14,833 | 8.44% | Q1 2026 | May 05, 2026 |
| RKL Wealth Management LLC | History | Reduced | 190,282 | 18,067 | 1.63% | 1.6% | 154 | -14,992 | -7.3% | Q1 2026 | Apr 24, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 186,205 | 17,791 | 1.23% | 1.3% | 155 | -1,302 | -0.69% | Q1 2026 | Apr 29, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 186,396 | 17,698 | 2.27% | 2.32% | 156 | -1,681 | -0.89% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 185,341 | 17,546 | 0.3% | 0.25% | 157 | +39,034 | 26.68% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 183,317 | 17,405 | 0.19% | 0.19% | 158 | +9,288 | 5.34% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 178,128 | 16,913 | 0.06% | 0.06% | 159 | -2,588 | -1.43% | Q1 2026 | Apr 24, 2026 |
| ALLSTATE CORP | History | Reduced | 177,775 | 16,879 | 0.18% | 0.4% | 160 | -126,278 | -41.53% | Q1 2026 | May 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 176,215 | 16,731 | 0.96% | 0.38% | 161 | +104,475 | 145.63% | Q1 2026 | Apr 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 175,119 | 16,627 | 0.95% | 0.84% | 162 | +26,915 | 18.16% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 171,874 | 16,319 | 0.03% | 0.0% | 163 | +170,403 | 11584.16% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 169,338 | 16,078 | 0.13% | 0.32% | 164 | -115,420 | -40.53% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | Added to | 166,806 | 15,838 | 4.36% | 2.53% | 165 | +82,545 | 97.96% | Q1 2026 | May 12, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 165,545 | 15,718 | 2.02% | — | 166 | +165,545 | New | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 164,835 | 15,651 | 0.01% | 0.01% | 167 | -2,337 | -1.4% | Q1 2026 | May 13, 2026 |
| Smith Salley Wealth Management | History | Added to | 164,662 | 15,634 | 0.79% | 0.73% | 168 | +9,930 | 6.42% | Q1 2026 | Apr 16, 2026 |
| ASSETMARK, INC | History | Reduced | 162,082 | 15,389 | 0.03% | 0.03% | 169 | -1,777 | -1.08% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 161,108 | 15,218 | 0.19% | 0.19% | 170 | +8,512 | 5.58% | Q1 2026 | May 06, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 160,004 | 15,192 | 1.13% | 1.16% | 171 | -3,531 | -2.16% | Q1 2026 | Apr 16, 2026 |
| Austin Private Wealth, LLC | History | No change | 157,865 | 15,031 | 1.12% | 1.12% | 172 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 156,532 | 14,862 | 0.34% | 0.27% | 173 | +41,030 | 35.52% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Added to | 150,076 | 14,249 | 0.76% | 0.74% | 174 | +15,436 | 11.46% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 149,992 | 14,238 | 0.07% | 0.08% | 175 | -18,643 | -11.06% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 149,301 | 14,176 | 0.16% | 0.17% | 176 | -12,572 | -7.77% | Q1 2026 | May 13, 2026 |
| High Falls Advisors, Inc | History | No change | 148,287 | 14,119 | 2.86% | 2.86% | 177 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 147,860 | 14,039 | 0.71% | 0.71% | 178 | +2,553 | 1.76% | Q1 2026 | May 04, 2026 |
| METEORA CAPITAL, LLC | History | No change | 146,600 | 13,919 | 1.03% | 1.17% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 145,744 | 13,838 | 0.38% | 0.33% | 180 | +20,275 | 16.16% | Q1 2026 | Apr 23, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 144,011 | 13,673 | 5.84% | 5.49% | 181 | +3,994 | 2.85% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 143,460 | 13,621 | 1.68% | 1.04% | 182 | +58,583 | 69.02% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 142,145 | 13,496 | 0.0% | 0.0% | 183 | +121,945 | 603.69% | Q1 2026 | May 15, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 141,939 | 13,477 | 2.64% | 2.47% | 184 | +5,615 | 4.12% | Q1 2026 | Apr 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 140,897 | 13,378 | 2.4% | 2.0% | 185 | +5,560 | 4.11% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Management, Inc. | History | Added to | 138,932 | 13,191 | 2.1% | 2.01% | 186 | +9,537 | 7.37% | Q1 2026 | Apr 16, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 137,156 | 12,976 | 0.84% | 0.83% | 187 | +6,808 | 5.22% | Q1 2026 | May 12, 2026 |
| NewSquare Capital LLC | History | Added to | 135,925 | 12,906 | 1.12% | 1.14% | 188 | +302 | 0.22% | Q1 2026 | May 08, 2026 |
| iA Global Asset Management Inc. | History | New | 135,000 | 12,818 | 0.18% | — | 189 | +135,000 | New | Q1 2026 | Apr 23, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 134,513 | 12,772 | 6.35% | 6.06% | 190 | +7,485 | 5.89% | Q1 2026 | Apr 14, 2026 |
| Boltwood Capital Management | History | Added to | 134,437 | 12,764 | 3.26% | 3.24% | 191 | +3,760 | 2.88% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 130,819 | 12,456 | 0.08% | 0.08% | 192 | +13,756 | 11.75% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 128,832 | 12,232 | 0.06% | 0.03% | 193 | +63,698 | 97.8% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 128,119 | 12,164 | 1.1% | 1.08% | 194 | +10,336 | 8.78% | Q1 2026 | May 06, 2026 |
| Security Financial Services, INC. | History | No change | 126,214 | 12,018 | 1.89% | 1.89% | 195 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 126,557 | 12,016 | 5.36% | 7.03% | 196 | -49,501 | -28.12% | Q1 2026 | May 06, 2026 |
| One Wealth Advisors, LLC | History | Added to | 126,153 | 11,978 | 1.49% | 1.43% | 197 | +3,448 | 2.81% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Added to | 122,724 | 11,652 | 0.25% | 0.21% | 198 | +15,066 | 13.99% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 122,136 | 11,629 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 122,235 | 11,606 | 0.03% | — | 200 | +122,235 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 120,369 | 11,508 | 0.01% | 0.01% | 201 | +3,466 | 2.96% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 121,088 | 11,497 | 0.02% | 0.02% | 202 | +2,377 | 2.0% | Q1 2026 | May 15, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 119,668 | 11,362 | 2.09% | 2.06% | 203 | +817 | 0.69% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 118,052 | 11,209 | 0.2% | 0.2% | 204 | -2,030 | -1.69% | Q1 2026 | Apr 10, 2026 |
| FDx Advisors, Inc. | History | Added to | 117,929 | 11,197 | 3.57% | 5.56% | 205 | +3,447 | 3.01% | Q1 2026 | May 01, 2026 |
| Kelly Financial Services LLC | History | Added to | 118,179 | 11,192 | 2.7% | 2.64% | 206 | +7,725 | 6.99% | Q1 2026 | Apr 13, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 115,779 | 10,993 | 4.26% | 4.42% | 207 | -2,710 | -2.29% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 114,489 | 10,870 | 0.33% | 0.4% | 208 | +1,626 | 1.44% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | New | 113,393 | 10,824 | 1.47% | — | 209 | +113,393 | New | Q1 2026 | May 11, 2026 |
| Shelter Mutual Insurance Co | History | Added to | 113,212 | 10,749 | 2.39% | 2.33% | 210 | +3,642 | 3.32% | Q1 2026 | Apr 29, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 113,194 | 10,747 | 3.6% | 3.72% | 211 | -4,550 | -3.86% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 113,332 | 10,729 | 0.1% | 0.12% | 212 | -5,517 | -4.64% | Q1 2026 | Apr 07, 2026 |
| JT Stratford LLC | History | Added to | 112,190 | 10,652 | 1.36% | 1.3% | 213 | +5,860 | 5.51% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 111,949 | 10,629 | 3.73% | 3.57% | 214 | +1,375 | 1.24% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 110,922 | 10,532 | 0.17% | 0.17% | 215 | -1,961 | -1.74% | Q1 2026 | Apr 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 110,730 | 10,513 | 0.95% | 1.05% | 216 | -75,523 | -40.55% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 109,405 | 10,387 | 0.09% | 0.11% | 217 | -48,722 | -30.81% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 107,925 | 10,247 | 0.01% | 0.01% | 218 | -9,693 | -8.24% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 106,025 | 10,067 | 0.32% | 0.03% | 219 | +88,149 | 493.11% | Q1 2026 | Apr 29, 2026 |
| Pictet Asset Management Holding SA | History | No change | 106,000 | 10,064 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 105,763 | 10,042 | 0.04% | 0.06% | 221 | -52,410 | -33.13% | Q1 2026 | Apr 30, 2026 |
| TSA Wealth Managment LLC | History | Added to | 103,238 | 9,802 | 3.17% | 3.06% | 222 | +6,305 | 6.5% | Q1 2026 | May 01, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 102,180 | 9,702 | 0.5% | 0.52% | 223 | -1,192 | -1.15% | Q1 2026 | Apr 21, 2026 |
| CIM, LLC | History | Reduced | 100,687 | 9,560 | 1.38% | 1.26% | 224 | -102 | -0.1% | Q1 2026 | May 18, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 100,537 | 9,546 | 0.22% | 0.18% | 225 | +60,794 | 152.97% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 98,798 | 9,380 | 0.26% | 0.13% | 226 | +53,370 | 117.48% | Q1 2026 | May 13, 2026 |
| Cascade Financial Partners, LLC | History | New | 97,714 | 9,277 | 0.96% | — | 227 | +97,714 | New | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 97,805 | 9,264 | 0.33% | 0.34% | 228 | +3,709 | 3.94% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 96,332 | 9,146 | 0.36% | 0.26% | 229 | +71,350 | 285.61% | Q1 2026 | May 15, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 92,201 | 8,754 | 6.09% | 5.63% | 230 | +28,440 | 44.6% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 91,454 | 8,683 | 0.87% | 0.8% | 231 | +6,506 | 7.66% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 89,647 | 8,511 | 0.01% | 0.01% | 232 | +2,589 | 2.97% | Q1 2026 | May 07, 2026 |
| Scarborough Advisors, LLC | History | New | 89,008 | 8,451 | 0.93% | — | 233 | +89,008 | New | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 88,518 | 8,404 | 0.13% | 0.16% | 234 | +7,594 | 9.38% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 83,909 | 7,967 | 0.39% | 0.42% | 235 | -6,466 | -7.15% | Q1 2026 | May 04, 2026 |
| SIMA Wealth Partners, LLC | History | New | 83,770 | 7,954 | 6.06% | — | 236 | +83,770 | New | Q1 2026 | May 15, 2026 |
| Snider Financial Group | History | Added to | 83,684 | 7,945 | 2.4% | 1.98% | 237 | +5,571 | 7.13% | Q1 2026 | Apr 15, 2026 |
| Blankinship & Foster, LLC | History | Added to | 82,527 | 7,835 | 1.73% | 1.68% | 238 | +825 | 1.01% | Q1 2026 | Apr 17, 2026 |
| PAX Financial Group, LLC | History | Added to | 82,444 | 7,828 | 1.34% | 1.32% | 239 | +2,295 | 2.86% | Q1 2026 | Apr 27, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 81,447 | 7,733 | 0.82% | 0.84% | 240 | -516 | -0.63% | Q1 2026 | May 06, 2026 |
| West Family Investments, Inc. | History | No change | 80,697 | 7,696 | 2.7% | 1.81% | 241 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 80,960 | 7,687 | 0.08% | 0.06% | 242 | +21,150 | 35.36% | Q1 2026 | Apr 20, 2026 |
| Darwin Wealth Management, LLC | History | New | 80,927 | 7,684 | 2.39% | — | 243 | +80,927 | New | Q1 2026 | May 01, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 79,110 | 7,511 | 0.51% | 0.48% | 244 | +5,509 | 7.48% | Q1 2026 | May 12, 2026 |
| Invst, LLC | History | Reduced | 78,244 | 7,429 | 0.84% | 0.87% | 245 | -6,019 | -7.14% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 77,886 | 7,395 | 0.43% | 0.44% | 246 | +1,044 | 1.36% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 75,512 | 7,169 | 0.18% | 0.18% | 247 | +840 | 1.12% | Q1 2026 | May 13, 2026 |
| Elevated Financial Group LLC | History | Added to | 75,386 | 7,157 | 2.33% | 2.26% | 248 | +6,715 | 9.78% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 75,073 | 7,128 | 0.18% | 0.18% | 249 | -566 | -0.75% | Q1 2026 | Apr 29, 2026 |
| Keebeck Wealth Management | History | Added to | 73,320 | 6,961 | 0.78% | 0.18% | 250 | +56,679 | 340.6% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 73,183 | 6,948 | 0.04% | 0.05% | 251 | -20,735 | -22.08% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 73,404 | 6,944 | 0.12% | 0.18% | 252 | +32,890 | 81.18% | Q1 2026 | May 01, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 71,594 | 6,797 | 2.05% | 1.99% | 253 | +1,691 | 2.42% | Q1 2026 | Apr 22, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 71,414 | 6,780 | 0.78% | 0.69% | 254 | +9,473 | 15.29% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 70,720 | 6,714 | 0.16% | 0.16% | 255 | +3,171 | 4.69% | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 70,446 | 6,688 | 1.73% | 1.71% | 256 | +1,605 | 2.33% | Q1 2026 | Apr 14, 2026 |
| Keystone Financial Services | History | Added to | 69,202 | 6,570 | 1.93% | 1.85% | 257 | +4,674 | 7.24% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Added to | 68,162 | 6,472 | 0.17% | 0.17% | 258 | +7,403 | 12.18% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 68,112 | 6,467 | 1.22% | 1.17% | 259 | +3,141 | 4.83% | Q1 2026 | Apr 13, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 68,009 | 6,457 | 2.63% | 2.75% | 260 | -2,822 | -3.98% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 67,527 | 6,429 | 0.31% | 0.3% | 261 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 67,436 | 6,403 | 0.08% | 0.1% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 66,871 | 6,349 | 0.47% | 0.44% | 263 | +3,838 | 6.09% | Q1 2026 | May 14, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 66,739 | 6,336 | 0.77% | 0.75% | 264 | -2,965 | -4.25% | Q1 2026 | May 14, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 66,069 | 6,273 | 2.74% | 2.89% | 265 | -4,397 | -6.24% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 65,238 | 6,183 | 0.49% | 0.36% | 266 | +21,046 | 47.62% | Q1 2026 | May 01, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 65,037 | 6,175 | 0.61% | 0.57% | 267 | +4,015 | 6.58% | Q1 2026 | May 14, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 64,457 | 6,120 | 1.57% | 1.44% | 268 | -607 | -0.93% | Q1 2026 | Apr 28, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 64,011 | 6,077 | 1.25% | 1.01% | 269 | +11,236 | 21.29% | Q1 2026 | May 11, 2026 |
| Legacy Financial Group LLC | History | Added to | 63,898 | 6,067 | 0.76% | 0.72% | 270 | +2,962 | 4.86% | Q1 2026 | May 04, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 63,835 | 6,061 | 2.73% | 2.61% | 271 | +2,751 | 4.5% | Q1 2026 | Apr 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 63,705 | 6,048 | 0.07% | 0.07% | 272 | -66 | -0.1% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 63,390 | 6,018 | 0.41% | 0.42% | 273 | +8,555 | 15.6% | Q1 2026 | Apr 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 62,562 | 5,940 | 0.22% | 0.2% | 274 | +3,154 | 5.31% | Q1 2026 | Apr 28, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 62,261 | 5,911 | 0.17% | 0.17% | 275 | +2,585 | 4.33% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,879 | 5,875 | 0.0% | 0.0% | 276 | +16,979 | 37.82% | Q1 2026 | May 15, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 61,601 | 5,849 | 2.42% | 2.35% | 277 | +1,582 | 2.64% | Q1 2026 | Apr 08, 2026 |
| Betterment LLC | History | Added to | 61,327 | 5,823 | 0.01% | 0.01% | 278 | +4,245 | 7.44% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 61,318 | 5,822 | 0.01% | 0.01% | 279 | -5,020 | -7.57% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 60,582 | 5,752 | 0.13% | 0.13% | 280 | +1,568 | 2.66% | Q1 2026 | May 15, 2026 |
| True Vision MN LLC | History | Added to | 60,402 | 5,735 | 2.96% | 2.5% | 281 | +8,735 | 16.91% | Q1 2026 | Apr 16, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 59,368 | 5,636 | 1.98% | 1.31% | 282 | +20,837 | 54.08% | Q1 2026 | Apr 08, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 59,167 | 5,617 | 3.75% | 3.67% | 283 | +2,967 | 5.28% | Q1 2026 | May 04, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 58,739 | 5,577 | 1.19% | 3.17% | 284 | -95,405 | -61.89% | Q1 2026 | Apr 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 58,020 | 5,509 | 0.69% | 0.65% | 285 | +4,899 | 9.22% | Q1 2026 | May 12, 2026 |
| WBH ADVISORY INC | History | Reduced | 57,475 | 5,441 | 0.41% | 0.5% | 286 | -13,304 | -18.8% | Q1 2026 | Apr 27, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 57,168 | 5,428 | 1.04% | 1.02% | 287 | +976 | 1.74% | Q1 2026 | May 01, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 57,099 | 5,421 | 0.31% | 0.24% | 288 | +13,370 | 30.57% | Q1 2026 | May 11, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 56,843 | 5,397 | 0.76% | 0.69% | 289 | +4,629 | 8.87% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 55,623 | 5,281 | 0.07% | 0.06% | 290 | +12,000 | 27.51% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 55,573 | 5,276 | 0.43% | 0.48% | 291 | +1,333 | 2.46% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 55,051 | 5,227 | 0.63% | 0.59% | 292 | +3,537 | 6.87% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 54,658 | 5,157 | 0.0% | 0.0% | 293 | +9,345 | 20.62% | Q1 2026 | May 15, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 53,678 | 5,096 | 3.92% | 3.82% | 294 | +2,803 | 5.51% | Q1 2026 | Apr 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 53,297 | 5,060 | 0.11% | 0.05% | 295 | +28,034 | 110.97% | Q1 2026 | May 13, 2026 |
| Advisors Preferred, LLC | History | Added to | 53,155 | 5,047 | 0.74% | 0.65% | 296 | +10,931 | 25.89% | Q1 2026 | May 05, 2026 |
| Essential Planning, LLC. | History | Reduced | 51,590 | 4,898 | 1.56% | 1.62% | 297 | -1,841 | -3.45% | Q1 2026 | Apr 22, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 50,940 | 4,836 | 1.47% | 1.4% | 298 | +4,017 | 8.56% | Q1 2026 | Apr 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 50,228 | 4,769 | 0.27% | 0.28% | 299 | +25,931 | 106.73% | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 49,717 | 4,720 | 0.13% | 0.13% | 300 | +1,921 | 4.02% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Reduced | 49,562 | 4,705 | 0.06% | 0.06% | 301 | -3,346 | -6.32% | Q1 2026 | May 12, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 49,105 | 4,662 | 0.44% | 0.41% | 302 | +2,451 | 5.25% | Q1 2026 | May 11, 2026 |
| Columbus Macro, LLC | History | Reduced | 48,838 | 4,637 | 0.5% | 0.65% | 303 | -13,907 | -22.16% | Q1 2026 | Apr 21, 2026 |
| Traveka Wealth, LLC | History | Added to | 48,799 | 4,633 | 1.77% | 0.82% | 304 | +27,726 | 131.57% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 48,787 | 4,632 | 0.05% | 0.06% | 305 | +1,264 | 2.66% | Q1 2026 | Apr 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 48,651 | 4,619 | 0.26% | 0.25% | 306 | +4,063 | 9.11% | Q1 2026 | Apr 30, 2026 |
| Monument Capital Management | History | Reduced | 47,809 | 4,539 | 1.14% | 1.19% | 307 | -2,411 | -4.8% | Q1 2026 | Apr 15, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 47,247 | 4,486 | 0.02% | 0.02% | 308 | -12,210 | -20.54% | Q1 2026 | May 13, 2026 |
| Daviman Financial, LLC | History | Added to | 46,738 | 4,437 | 2.62% | 2.58% | 309 | +556 | 1.2% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 45,992 | 4,366 | 0.07% | 0.07% | 310 | +2,639 | 6.09% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Added to | 44,766 | 4,250 | 0.47% | 0.45% | 311 | +1,915 | 4.47% | Q1 2026 | May 01, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 44,638 | 4,238 | 0.47% | 0.45% | 312 | +3,021 | 7.26% | Q1 2026 | Apr 10, 2026 |
| Csenge Advisory Group | History | Added to | 43,653 | 4,144 | 0.19% | 0.18% | 313 | +1,319 | 3.12% | Q1 2026 | Apr 30, 2026 |
| Atlatl Advisers LLC | History | Added to | 43,228 | 4,104 | 3.05% | 1.22% | 314 | +9,676 | 28.84% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 43,111 | 4,093 | 0.15% | 0.15% | 315 | -678 | -1.55% | Q1 2026 | Apr 14, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 42,806 | 4,064 | 0.23% | 0.19% | 316 | +5,018 | 13.28% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 42,542 | 4,039 | 0.0% | 0.01% | 317 | -76,274 | -64.2% | Q1 2026 | May 12, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 42,357 | 4,021 | 1.61% | 1.39% | 318 | +4,957 | 13.25% | Q1 2026 | Apr 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 41,695 | 3,958 | 1.14% | 1.05% | 319 | +3,337 | 8.7% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 41,395 | 3,930 | 0.21% | 0.19% | 320 | -4,111 | -9.03% | Q1 2026 | Apr 28, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 41,242 | 3,915 | 0.6% | 0.56% | 321 | -800 | -1.9% | Q1 2026 | May 06, 2026 |
| Brucke Financial, Inc. | History | New | 39,262 | 3,727 | 1.89% | — | 322 | +39,262 | New | Q1 2026 | Apr 10, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 38,726 | 3,652 | 0.49% | 0.45% | 323 | +8,860 | 29.67% | Q1 2026 | May 06, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 38,335 | 3,639 | 0.53% | 0.6% | 324 | +4,160 | 12.17% | Q1 2026 | May 04, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 37,825 | 3,591 | 0.62% | 0.55% | 325 | +3,643 | 10.66% | Q1 2026 | May 13, 2026 |
| Chatterton & Associates Inc. | History | Added to | 37,502 | 3,568 | 2.5% | 2.2% | 326 | +10,449 | 38.62% | Q1 2026 | Apr 20, 2026 |
| Intrua Financial, LLC | History | Added to | 37,199 | 3,532 | 0.36% | 0.17% | 327 | +20,349 | 120.77% | Q1 2026 | Apr 23, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 36,992 | 3,512 | 0.75% | — | 328 | +36,992 | New | Q1 2026 | Apr 15, 2026 |
| Range Financial Group LLC | History | Added to | 36,981 | 3,511 | 1.18% | 1.14% | 329 | +2,331 | 6.73% | Q1 2026 | Apr 30, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 36,823 | 3,496 | 0.36% | 0.38% | 330 | -1,473 | -3.85% | Q1 2026 | Apr 08, 2026 |
| Jacobi Capital Management LLC | History | Added to | 36,707 | 3,485 | 0.19% | 0.2% | 331 | +203 | 0.56% | Q1 2026 | May 13, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 36,655 | 3,480 | 0.87% | 0.83% | 332 | +1,306 | 3.69% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 36,549 | 3,470 | 0.07% | 0.06% | 333 | +3,952 | 12.12% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 36,524 | 3,467 | 0.25% | 0.23% | 334 | +3,811 | 11.65% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Reduced | 36,501 | 3,465 | 0.07% | 0.08% | 335 | -2,236 | -5.77% | Q1 2026 | May 01, 2026 |
| Fermata Advisors, LLC | History | Reduced | 36,076 | 3,425 | 0.77% | 0.91% | 336 | -3,920 | -9.8% | Q1 2026 | Apr 08, 2026 |
| Sachetta, LLC | History | Added to | 35,932 | 3,411 | 1.85% | 1.85% | 337 | +397 | 1.12% | Q1 2026 | May 01, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 35,819 | 3,401 | 0.03% | 0.08% | 338 | -41,350 | -53.58% | Q1 2026 | May 12, 2026 |
| 5T Wealth, LLC | History | Added to | 35,490 | 3,369 | 1.33% | 1.24% | 339 | +3,009 | 9.26% | Q1 2026 | Apr 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 35,496 | 3,367 | 0.42% | 0.63% | 340 | +340 | 0.97% | Q1 2026 | May 18, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 35,348 | 3,356 | 2.33% | 2.51% | 341 | -2,259 | -6.01% | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 35,202 | 3,342 | 0.05% | 0.06% | 342 | -4,707 | -11.79% | Q1 2026 | May 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 35,064 | 3,329 | 0.52% | 0.48% | 343 | +4,493 | 14.7% | Q1 2026 | May 06, 2026 |
| Centurion Wealth Management LLC | History | Added to | 35,004 | 3,323 | 0.75% | 0.72% | 344 | +682 | 1.99% | Q1 2026 | Apr 10, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 34,962 | 3,319 | 2.84% | 1.95% | 345 | +14,108 | 67.65% | Q1 2026 | Apr 27, 2026 |
| GTS FINANCIAL, LLC | History | New | 35,156 | 3,296 | 2.61% | — | 346 | +35,156 | New | Q1 2026 | May 19, 2026 |
| Mosley Wealth Management | History | Added to | 34,444 | 3,277 | 1.48% | 1.49% | 347 | +172 | 0.5% | Q1 2026 | Apr 27, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 34,393 | 3,265 | 0.98% | 0.87% | 348 | +3,891 | 12.76% | Q1 2026 | Apr 20, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 34,308 | 3,257 | 1.47% | 1.8% | 349 | -7,479 | -17.9% | Q1 2026 | May 14, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 34,274 | 3,254 | 0.79% | 0.84% | 350 | +856 | 2.56% | Q1 2026 | Apr 20, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 33,935 | 3,222 | 1.83% | — | 351 | +33,935 | New | Q1 2026 | May 11, 2026 |
| SWMG, LLC | History | Added to | 32,963 | 3,129 | 0.89% | 0.71% | 352 | +6,325 | 23.74% | Q1 2026 | Apr 24, 2026 |
| COMMERCE BANK | History | Added to | 32,875 | 3,121 | 0.02% | 0.01% | 353 | +14,821 | 82.09% | Q1 2026 | May 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 32,423 | 3,078 | 0.41% | 0.42% | 354 | +1,696 | 5.52% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 32,296 | 3,066 | 0.06% | 0.06% | 355 | +1,553 | 5.05% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 32,239 | 3,061 | 0.0% | 0.01% | 356 | -95,745 | -74.81% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 32,108 | 3,048 | 0.03% | 0.03% | 357 | +5,472 | 20.54% | Q1 2026 | Apr 28, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 31,296 | 2,971 | 0.33% | 0.32% | 358 | +580 | 1.89% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 31,235 | 2,965 | 0.08% | 0.07% | 359 | +1,297 | 4.33% | Q1 2026 | May 14, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 31,172 | 2,959 | 2.01% | 2.1% | 360 | -15 | -0.05% | Q1 2026 | Apr 20, 2026 |
| Redwood Investment Management, LLC | History | Added to | 31,004 | 2,944 | 0.37% | 0.3% | 361 | +3,306 | 11.94% | Q1 2026 | May 14, 2026 |
| ArborFi Advisors, LLC | History | Added to | 30,726 | 2,917 | 2.38% | 2.16% | 362 | +2,824 | 10.12% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 30,629 | 2,908 | 0.05% | 0.06% | 363 | -1,058 | -3.34% | Q1 2026 | May 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 30,612 | 2,906 | 0.13% | 0.13% | 364 | +1,810 | 6.28% | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 29,338 | 2,785 | 0.19% | 0.19% | 365 | -2,870 | -8.91% | Q1 2026 | May 21, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 29,259 | 2,778 | 1.66% | 1.59% | 366 | +305 | 1.05% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 28,698 | 2,724 | 0.24% | 0.25% | 367 | -867 | -2.93% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | Added to | 28,680 | 2,723 | 0.21% | 0.04% | 368 | +25,915 | 937.25% | Q1 2026 | Apr 28, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 28,571 | 2,712 | 1.45% | 1.06% | 369 | +7,885 | 38.12% | Q1 2026 | Apr 13, 2026 |
| Sierra Capital LLC | History | No change | 28,777 | 2,672 | 0.29% | 0.29% | 370 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 28,000 | 2,658 | 0.0% | 0.0% | 371 | +19,614 | 233.89% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 27,618 | 2,622 | 0.14% | 0.14% | 372 | -327 | -1.17% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 27,622 | 2,622 | 0.19% | 0.19% | 373 | -36 | -0.13% | Q1 2026 | May 12, 2026 |
| Cassilly Financial Group LLC | History | Added to | 27,458 | 2,607 | 2.26% | 2.24% | 374 | +805 | 3.02% | Q1 2026 | Apr 10, 2026 |
| TritonPoint Partners, LLC | History | Added to | 27,410 | 2,602 | 0.96% | 1.2% | 375 | +3,699 | 15.6% | Q1 2026 | Apr 28, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 27,001 | 2,563 | 0.18% | 0.18% | 376 | +896 | 3.43% | Q1 2026 | May 15, 2026 |
| Trajan Wealth LLC | History | New | 26,932 | 2,557 | 0.1% | — | 378 | +26,932 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 26,930 | 2,557 | 0.09% | 0.12% | 377 | +483 | 1.83% | Q1 2026 | May 19, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 26,902 | 2,554 | 0.02% | 0.02% | 379 | -4,625 | -14.67% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 26,880 | 2,552 | 0.05% | 0.09% | 380 | -24,605 | -47.79% | Q1 2026 | May 07, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 26,833 | 2,547 | 1.29% | 1.35% | 381 | +343 | 1.29% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 26,757 | 2,540 | 0.01% | 0.01% | 382 | +1,450 | 5.73% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 26,658 | 2,531 | 0.64% | 0.65% | 383 | +3,274 | 14.0% | Q1 2026 | May 08, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 26,466 | 2,512 | 0.15% | 0.13% | 384 | +3,986 | 17.73% | Q1 2026 | May 01, 2026 |
| Retirement Systems of Alabama | History | New | 26,190 | 2,486 | 0.01% | — | 385 | +26,190 | New | Q1 2026 | Apr 24, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 25,882 | 2,457 | 0.52% | 0.52% | 386 | +148 | 0.58% | Q1 2026 | May 05, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 25,839 | 2,453 | 1.54% | 1.53% | 387 | -270 | -1.03% | Q1 2026 | Apr 15, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 25,826 | 2,452 | 1.11% | 1.09% | 388 | -40 | -0.15% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 25,782 | 2,447 | 0.3% | 0.12% | 389 | +14,913 | 137.21% | Q1 2026 | May 04, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 25,926 | 2,440 | 0.24% | 0.22% | 390 | +1,861 | 7.73% | Q1 2026 | May 12, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 25,579 | 2,428 | 4.38% | 3.92% | 391 | +2,122 | 9.05% | Q1 2026 | Apr 23, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 25,037 | 2,380 | 1.04% | 0.96% | 392 | +1,265 | 5.32% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Added to | 25,033 | 2,376 | 0.07% | 0.06% | 393 | +4,605 | 22.54% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 24,965 | 2,370 | 0.09% | 0.05% | 394 | +21,680 | 659.97% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 24,694 | 2,344 | 0.62% | 0.57% | 395 | +1,925 | 8.45% | Q1 2026 | Apr 16, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 24,633 | 2,338 | 1.51% | 1.33% | 396 | +2,011 | 8.89% | Q1 2026 | Apr 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 24,266 | 2,304 | 0.05% | — | 397 | +24,266 | New | Q1 2026 | May 15, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 24,230 | 2,300 | 1.97% | 2.0% | 398 | +643 | 2.73% | Q1 2026 | Apr 27, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 24,158 | 2,293 | 1.4% | 0.18% | 400 | +21,110 | 692.59% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 24,156 | 2,293 | 0.01% | 0.02% | 399 | -9,554 | -28.34% | Q1 2026 | Apr 30, 2026 |
| Midwest Trust Co | History | Added to | 24,146 | 2,292 | 0.03% | 0.0% | 401 | +20,419 | 547.87% | Q1 2026 | May 01, 2026 |
| MA Private Wealth | History | Added to | 24,024 | 2,281 | 0.39% | 0.35% | 402 | +1,784 | 8.02% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 23,979 | 2,276 | 0.14% | 0.15% | 403 | -514 | -2.1% | Q1 2026 | Apr 13, 2026 |
| Community Bank, N.A. | History | Added to | 23,942 | 2,273 | 0.27% | 0.26% | 404 | +840 | 3.64% | Q1 2026 | May 12, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 23,748 | 2,254 | 1.65% | 1.66% | 405 | -129 | -0.54% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 23,657 | 2,246 | 0.01% | 0.01% | 406 | +1,210 | 5.39% | Q1 2026 | May 05, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 23,625 | 2,243 | 1.7% | 1.34% | 407 | +6,696 | 39.55% | Q1 2026 | Apr 27, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 23,160 | 2,199 | 0.46% | 0.05% | 408 | +20,591 | 801.52% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 22,898 | 2,174 | 0.05% | 0.05% | 409 | -2,296 | -9.11% | Q1 2026 | Apr 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 22,699 | 2,155 | 0.09% | 0.09% | 410 | +896 | 4.11% | Q1 2026 | Apr 21, 2026 |
| Richmond Investment Services, LLC | History | Added to | 22,687 | 2,154 | 0.35% | 0.33% | 411 | +2,590 | 12.89% | Q1 2026 | Apr 29, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 22,468 | 2,133 | 0.67% | 0.45% | 412 | +6,826 | 43.64% | Q1 2026 | Apr 17, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 22,475 | 2,113 | 0.11% | 0.52% | 413 | -55,750 | -71.27% | Q1 2026 | May 14, 2026 |
| May Hill Capital, LLC | History | Added to | 22,251 | 2,112 | 0.53% | 0.47% | 414 | +3,760 | 20.33% | Q1 2026 | May 06, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 22,210 | 2,108 | 0.76% | 0.75% | 415 | +249 | 1.13% | Q1 2026 | May 13, 2026 |
| L & S Advisors Inc | History | No change | 22,055 | 2,094 | 0.26% | 0.19% | 416 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | Added to | 21,950 | 2,084 | 0.9% | 0.83% | 417 | +2,104 | 10.6% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 21,903 | 2,079 | 0.03% | 0.03% | 418 | -653 | -2.9% | Q1 2026 | May 11, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 21,706 | 2,061 | 1.93% | 1.74% | 419 | +758 | 3.62% | Q1 2026 | May 08, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 21,334 | 2,031 | 0.23% | 0.23% | 420 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Reduced | 21,387 | 2,030 | 0.06% | 0.06% | 421 | -1,199 | -5.31% | Q1 2026 | May 12, 2026 |
| J.M. Arbour, LLC | History | Added to | 21,341 | 2,026 | 1.94% | 1.92% | 422 | +1,150 | 5.7% | Q1 2026 | Apr 21, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 21,330 | 2,025 | 0.8% | 0.75% | 423 | +2,003 | 10.36% | Q1 2026 | May 14, 2026 |
| Stelac Advisory Services LLC | History | Added to | 21,192 | 2,012 | 0.41% | 0.69% | 424 | +551 | 2.67% | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | Added to | 20,972 | 1,991 | 0.44% | 0.05% | 425 | +18,574 | 774.56% | Q1 2026 | Apr 27, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 20,820 | 1,976 | 0.38% | 0.29% | 426 | +716 | 3.56% | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 20,761 | 1,971 | 0.07% | 0.07% | 427 | +1,405 | 7.26% | Q1 2026 | Apr 20, 2026 |
| IFS Group,LLC | History | New | 20,722 | 1,967 | 1.75% | — | 428 | +20,722 | New | Q1 2026 | May 18, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 20,602 | 1,956 | 0.12% | 0.13% | 429 | -983 | -4.55% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 20,593 | 1,955 | 0.01% | 0.02% | 430 | -285 | -1.37% | Q1 2026 | May 14, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 20,540 | 1,950 | 0.73% | 0.71% | 431 | +930 | 4.74% | Q1 2026 | Apr 20, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 20,447 | 1,941 | 1.42% | 1.32% | 432 | +1,276 | 6.66% | Q1 2026 | Apr 21, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 20,356 | 1,932 | 0.0% | 0.0% | 433 | +5,309 | 35.28% | Q1 2026 | Apr 30, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 20,300 | 1,927 | 0.41% | — | 434 | +20,300 | New | Q1 2026 | May 12, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 20,106 | 1,909 | 1.38% | 0.91% | 435 | +8,667 | 75.77% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 20,106 | 1,909 | 0.03% | 0.02% | 436 | +6,420 | 46.91% | Q1 2026 | Apr 17, 2026 |
| Tidal Investments LLC | History | Added to | 20,106 | 1,902 | 0.0% | 0.0% | 437 | +8,651 | 75.52% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 19,894 | 1,888 | 0.01% | 0.02% | 438 | -2,105 | -9.57% | Q1 2026 | May 15, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 19,855 | 1,885 | 1.16% | 1.02% | 439 | -163 | -0.81% | Q1 2026 | Apr 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 19,542 | 1,855 | 0.02% | 0.01% | 440 | +4,461 | 29.58% | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 19,528 | 1,854 | 0.01% | 0.01% | 441 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 19,458 | 1,847 | 1.06% | 1.05% | 442 | +334 | 1.75% | Q1 2026 | May 01, 2026 |
| Payne Capital LLC | History | Reduced | 19,340 | 1,836 | 1.69% | 1.91% | 443 | -374 | -1.9% | Q1 2026 | Apr 20, 2026 |
| Invariant Investment Management | History | Added to | 19,277 | 1,834 | 1.13% | 1.11% | 444 | +1,173 | 6.48% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 19,297 | 1,832 | 0.02% | 0.01% | 445 | +11,428 | 145.23% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 19,121 | 1,815 | 0.03% | 0.02% | 446 | +4,805 | 33.56% | Q1 2026 | Apr 10, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 19,037 | 1,807 | 1.5% | 1.45% | 447 | +779 | 4.27% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | New | 18,968 | 1,801 | 0.11% | — | 448 | +18,968 | New | Q1 2026 | Apr 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 18,890 | 1,793 | 0.02% | 0.02% | 449 | +519 | 2.83% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 18,729 | 1,778 | 0.01% | 0.01% | 450 | +1,485 | 8.61% | Q1 2026 | May 11, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 18,816 | 1,774 | 0.4% | 0.09% | 451 | +14,808 | 369.46% | Q1 2026 | May 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 18,689 | 1,770 | 0.11% | 0.08% | 452 | -118 | -0.63% | Q1 2026 | Apr 24, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 18,573 | 1,763 | 0.2% | 0.2% | 453 | -783 | -4.05% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 18,433 | 1,750 | 0.1% | 0.11% | 454 | -1,167 | -5.95% | Q1 2026 | Apr 29, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 18,423 | 1,749 | 0.13% | 0.11% | 455 | +3,032 | 19.7% | Q1 2026 | Apr 22, 2026 |
| Global Assets Advisory, LLC | History | Added to | 18,251 | 1,732 | 0.5% | 0.34% | 456 | +5,703 | 45.45% | Q1 2026 | May 01, 2026 |
| Scissortail Wealth Management, LLC | History | New | 18,193 | 1,727 | 0.35% | — | 457 | +18,193 | New | Q1 2026 | Apr 23, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 17,860 | 1,695 | 1.38% | 1.38% | 458 | -280 | -1.54% | Q1 2026 | Apr 22, 2026 |
| Buck Wealth Strategies, LLC | History | New | 17,851 | 1,694 | 0.21% | — | 459 | +17,851 | New | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,779 | 1,688 | 0.04% | 0.04% | 460 | -1,400 | -7.3% | Q1 2026 | May 15, 2026 |
| K2 Financial Inc. | History | Added to | 17,570 | 1,674 | 1.22% | 1.24% | 462 | +775 | 4.61% | Q1 2026 | Apr 28, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 17,635 | 1,674 | 0.44% | 0.44% | 461 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Auour Investments LLC | History | Added to | 17,574 | 1,668 | 0.52% | 0.52% | 463 | +534 | 3.13% | Q1 2026 | Apr 20, 2026 |
| ADVISORY RESEARCH INC | History | No change | 17,518 | 1,663 | 0.2% | 0.21% | 464 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 17,131 | 1,626 | 0.51% | 0.5% | 465 | +603 | 3.65% | Q1 2026 | May 08, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 16,809 | 1,600 | 1.01% | 1.01% | 466 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Reduced | 16,698 | 1,585 | 0.27% | 0.29% | 467 | -853 | -4.86% | Q1 2026 | May 08, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 16,520 | 1,568 | 1.56% | 1.43% | 468 | +1,438 | 9.53% | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 16,510 | 1,567 | 0.09% | — | 469 | +16,510 | New | Q1 2026 | Apr 20, 2026 |
| CAP Partners, LLC | History | Added to | 16,214 | 1,539 | 0.87% | 0.81% | 470 | +1,218 | 8.12% | Q1 2026 | Apr 28, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 16,190 | 1,537 | 0.27% | 0.24% | 472 | -1,428 | -8.11% | Q1 2026 | May 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 16,148 | 1,537 | 0.61% | 0.61% | 471 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farmers National Bank | History | No change | 16,031 | 1,526 | 0.34% | 0.34% | 473 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Reduced | 15,855 | 1,505 | 1.19% | 1.31% | 474 | -48 | -0.3% | Q1 2026 | May 07, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 15,845 | 1,504 | 0.25% | 0.25% | 475 | -161 | -1.01% | Q1 2026 | May 12, 2026 |
| RDA Financial Network | History | Reduced | 15,691 | 1,489 | 0.37% | 0.36% | 476 | -201 | -1.26% | Q1 2026 | Apr 08, 2026 |
| BOS Asset Management, LLC | History | Added to | 15,447 | 1,466 | 0.37% | 0.39% | 477 | +203 | 1.33% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Management, Inc. | History | Added to | 15,358 | 1,458 | 0.5% | 0.45% | 478 | +1,720 | 12.61% | Q1 2026 | Apr 22, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 15,288 | 1,451 | 0.29% | 0.36% | 479 | -592 | -3.73% | Q1 2026 | Apr 28, 2026 |
| WealthPoint Financial, LLC | History | No change | 15,212 | 1,448 | 1.26% | 1.26% | 480 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| M&T BANK CORP | History | Reduced | 14,864 | 1,411 | 0.0% | 0.0% | 481 | -352 | -2.31% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 14,818 | 1,406 | 0.06% | 0.06% | 482 | -373 | -2.46% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,782 | 1,403 | 0.03% | 0.03% | 483 | +3,579 | 31.95% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 14,761 | 1,401 | 0.1% | 0.1% | 484 | -1,902 | -11.41% | Q1 2026 | May 20, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 14,754 | 1,400 | 0.06% | 0.05% | 485 | +2,840 | 23.84% | Q1 2026 | Apr 21, 2026 |
| Headlands Technologies LLC | History | Added to | 14,744 | 1,399 | 0.16% | 0.03% | 486 | +11,027 | 296.66% | Q1 2026 | May 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 14,791 | 1,399 | 0.74% | 0.67% | 487 | +2,729 | 22.62% | Q1 2026 | May 04, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 14,619 | 1,388 | 1.55% | 0.74% | 488 | +7,399 | 102.48% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 14,608 | 1,387 | 0.0% | 0.0% | 489 | +4,822 | 49.27% | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 14,597 | 1,385 | 0.28% | 0.26% | 490 | +1,572 | 12.07% | Q1 2026 | Apr 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 14,572 | 1,383 | 0.11% | 0.1% | 491 | +162 | 1.12% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,573 | 1,383 | 0.03% | 0.03% | 492 | +11 | 0.08% | Q1 2026 | May 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 14,563 | 1,382 | 0.14% | 0.16% | 493 | -2,052 | -12.35% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | Added to | 14,375 | 1,364 | 0.06% | 0.05% | 494 | +1,048 | 7.86% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 14,273 | 1,355 | 0.02% | 0.01% | 495 | +6,966 | 95.33% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,226 | 1,350 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Reduced | 14,200 | 1,348 | 0.64% | 0.94% | 497 | -6,125 | -30.14% | Q1 2026 | Apr 28, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | New | 14,169 | 1,345 | 0.7% | — | 498 | +14,169 | New | Q1 2026 | Apr 15, 2026 |
| M1 Capital Management LLC | History | Added to | 14,141 | 1,342 | 0.62% | 0.49% | 499 | +1,778 | 14.38% | Q1 2026 | May 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 14,140 | 1,342 | 0.96% | 0.92% | 500 | -22 | -0.16% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 14,103 | 1,339 | 0.1% | 0.04% | 501 | +8,417 | 148.03% | Q1 2026 | Apr 22, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 14,066 | 1,335 | 0.31% | 0.24% | 502 | +3,190 | 29.33% | Q1 2026 | Apr 28, 2026 |
| DMC Group, LLC | History | Reduced | 13,728 | 1,303 | 0.88% | 0.93% | 503 | -913 | -6.24% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 13,719 | 1,302 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 13,698 | 1,301 | 0.04% | 0.04% | 505 | -1 | -0.01% | Q1 2026 | Apr 21, 2026 |
| Cadence Bank | History | No change | 13,670 | 1,301 | 0.08% | 0.08% | 506 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sigma Planning Corp | History | Added to | 13,542 | 1,285 | 0.04% | 0.03% | 507 | +1,736 | 14.7% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 13,527 | 1,284 | 0.01% | 0.01% | 508 | -426 | -3.05% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,510 | 1,282 | 0.02% | 0.01% | 509 | +1,679 | 14.19% | Q1 2026 | Apr 20, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 13,431 | 1,278 | 0.72% | 0.72% | 510 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 13,420 | 1,274 | 0.2% | 0.19% | 511 | +616 | 4.81% | Q1 2026 | May 06, 2026 |
| Madson Wealth Advisors Inc | History | New | 13,386 | 1,271 | 1.06% | — | 512 | +13,386 | New | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,381 | 1,270 | 0.04% | 0.04% | 513 | +1,526 | 12.87% | Q1 2026 | Apr 07, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 13,376 | 1,270 | 0.27% | 0.28% | 514 | -452 | -3.27% | Q1 2026 | May 08, 2026 |
| Apeiron RIA LLC | History | Reduced | 13,141 | 1,247 | 0.29% | 0.44% | 515 | -9,647 | -42.33% | Q1 2026 | Apr 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 13,067 | 1,240 | 0.11% | 0.08% | 516 | +2,806 | 27.35% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 12,914 | 1,226 | 0.02% | 1.64% | 517 | -890,094 | -98.57% | Q1 2026 | Apr 16, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 12,754 | 1,211 | 0.44% | 0.45% | 518 | +70 | 0.55% | Q1 2026 | Apr 09, 2026 |
| XY Planning Network, Inc. | History | Added to | 12,760 | 1,207 | 0.19% | 0.16% | 519 | +3,221 | 33.77% | Q1 2026 | Apr 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 12,607 | 1,197 | 0.01% | 0.02% | 520 | -2,420 | -16.1% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 12,597 | 1,196 | 0.06% | 0.05% | 521 | +3,195 | 33.98% | Q1 2026 | Apr 13, 2026 |
| Alteri Wealth LLC | History | Reduced | 12,574 | 1,193 | 0.39% | 0.57% | 522 | -5,893 | -31.91% | Q1 2026 | May 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 12,143 | 1,152 | 0.05% | — | 523 | +12,143 | New | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 12,021 | 1,141 | 0.0% | 0.0% | 524 | -946 | -7.3% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Reduced | 11,928 | 1,132 | 0.01% | 0.01% | 525 | -5,578 | -31.86% | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | Added to | 11,821 | 1,122 | 0.6% | 0.55% | 526 | +907 | 8.31% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,771 | 1,114 | 0.0% | 0.0% | 527 | +820 | 7.49% | Q1 2026 | May 15, 2026 |
| North Forty Two & Co. | History | Added to | 11,712 | 1,112 | 1.03% | 0.98% | 529 | +809 | 7.42% | Q1 2026 | Apr 21, 2026 |
| Montecito Bank & Trust | History | Reduced | 11,721 | 1,112 | 0.18% | 0.19% | 528 | -480 | -3.93% | Q1 2026 | Apr 16, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 11,637 | 1,104 | 0.49% | 0.49% | 530 | +554 | 5.0% | Q1 2026 | May 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Added to | 11,616 | 1,102 | 0.34% | 0.3% | 531 | +660 | 6.02% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,544 | 1,096 | 0.0% | 0.01% | 532 | -39,106 | -77.21% | Q1 2026 | May 15, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 11,479 | 1,089 | 0.32% | 0.42% | 533 | -3,718 | -24.47% | Q1 2026 | May 07, 2026 |
| Americana Partners, LLC | History | Added to | 11,368 | 1,079 | 0.03% | 0.03% | 534 | +824 | 7.81% | Q1 2026 | May 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 11,212 | 1,064 | 0.08% | — | 535 | +11,212 | New | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11,135 | 1,057 | 0.08% | 0.07% | 536 | +927 | 9.08% | Q1 2026 | May 05, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 11,140 | 1,057 | 0.32% | 0.23% | 537 | +112 | 1.02% | Q1 2026 | May 12, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 11,129 | 1,056 | 0.61% | — | 538 | +11,129 | New | Q1 2026 | Apr 08, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 10,877 | 1,032 | 0.56% | 0.59% | 539 | -259 | -2.33% | Q1 2026 | May 14, 2026 |
| ASL Financial, LLC | History | Added to | 10,835 | 1,028 | 0.82% | 0.77% | 540 | +575 | 5.6% | Q1 2026 | Apr 09, 2026 |
| RFG Advisory, LLC | History | Added to | 10,791 | 1,024 | 0.02% | 0.01% | 541 | +6,802 | 170.52% | Q1 2026 | Apr 17, 2026 |
| Optas, LLC | History | Added to | 10,786 | 1,024 | 0.15% | 0.09% | 542 | +4,744 | 78.52% | Q1 2026 | Apr 24, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 10,615 | 1,007 | 0.02% | 0.02% | 543 | +494 | 4.88% | Q1 2026 | May 07, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 10,585 | 1,005 | 0.23% | 0.24% | 544 | -307 | -2.82% | Q1 2026 | May 04, 2026 |
| Vision Retirement, LLC | History | Reduced | 10,575 | 1,004 | 0.29% | 0.32% | 545 | -2,117 | -16.68% | Q1 2026 | May 07, 2026 |
| Connecticut Wealth Management, LLC | History | New | 10,532 | 1,000 | 0.04% | — | 546 | +10,532 | New | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 10,417 | 989 | 0.01% | 0.0% | 547 | +1,829 | 21.3% | Q1 2026 | Apr 15, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 10,368 | 984 | 0.36% | 0.28% | 548 | +2,070 | 24.95% | Q1 2026 | Apr 09, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,287 | 976 | 0.06% | 0.06% | 549 | +232 | 2.31% | Q1 2026 | Apr 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 10,279 | 975 | 0.16% | 0.23% | 550 | -4,109 | -28.56% | Q1 2026 | Apr 21, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 10,225 | 970 | 0.59% | 0.65% | 551 | -1,558 | -13.22% | Q1 2026 | Apr 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 10,182 | 966 | 0.04% | — | 552 | +10,182 | New | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 10,070 | 956 | 0.05% | 0.06% | 553 | -976 | -8.84% | Q1 2026 | May 14, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 9,984 | 947 | 0.55% | 0.55% | 554 | -142 | -1.4% | Q1 2026 | Apr 16, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 9,972 | 946 | 0.05% | 0.03% | 555 | +3,450 | 52.9% | Q1 2026 | May 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 9,944 | 944 | 0.62% | 0.64% | 556 | +120 | 1.22% | Q1 2026 | Apr 21, 2026 |
| LongView Wealth Management | History | Added to | 9,887 | 943 | 0.24% | 0.2% | 557 | +1,050 | 11.88% | Q1 2026 | Apr 15, 2026 |
| LexAurum Advisors, LLC | History | New | 9,894 | 939 | 0.12% | — | 558 | +9,894 | New | Q1 2026 | Apr 13, 2026 |
| Horizon Investments, LLC | History | Added to | 9,938 | 936 | 0.01% | 0.0% | 559 | +6,369 | 178.45% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 9,858 | 936 | 0.02% | 0.01% | 560 | +5,860 | 146.57% | Q1 2026 | May 11, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 9,803 | 930 | 0.66% | 0.65% | 561 | +300 | 3.16% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 9,777 | 928 | 0.03% | 0.03% | 562 | -488 | -4.75% | Q1 2026 | Apr 22, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 9,741 | 924 | 0.58% | 0.51% | 563 | +1,228 | 14.42% | Q1 2026 | Apr 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 9,622 | 913 | 0.01% | 0.04% | 564 | -7,115 | -42.51% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 9,577 | 909 | 0.03% | 0.02% | 565 | +4,955 | 107.2% | Q1 2026 | May 13, 2026 |
| NIXON PEABODY TRUST CO | History | New | 9,507 | 902 | 0.07% | — | 566 | +9,507 | New | Q1 2026 | Apr 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 9,465 | 898 | 0.49% | 0.47% | 567 | +490 | 5.46% | Q1 2026 | Apr 22, 2026 |
| Seed Wealth Management, Inc. | History | No change | 9,420 | 894 | 0.61% | 0.62% | 568 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Latitude Advisors, LLC | History | Added to | 9,296 | 882 | 0.4% | 0.36% | 569 | +799 | 9.4% | Q1 2026 | Apr 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 9,266 | 879 | 0.29% | 0.26% | 570 | +1,682 | 22.18% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 9,279 | 878 | 0.18% | 0.02% | 572 | +8,662 | 1403.89% | Q1 2026 | May 11, 2026 |
| Presidio Capital Management, LLC | History | Added to | 9,248 | 878 | 0.25% | 0.24% | 571 | +901 | 10.79% | Q1 2026 | Apr 08, 2026 |
| NWAM LLC | History | Added to | 9,081 | 862 | 0.05% | 0.04% | 573 | +1,121 | 14.08% | Q1 2026 | May 04, 2026 |
| Carr Financial Group Corp | History | Added to | 9,084 | 862 | 0.23% | 0.23% | 574 | +63 | 0.7% | Q1 2026 | May 12, 2026 |
| LightSquare Wealth Management, LLC | History | New | 8,952 | 850 | 0.64% | — | 576 | +8,952 | New | Q1 2026 | May 11, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 8,955 | 850 | 0.31% | 0.44% | 575 | -197 | -2.15% | Q1 2026 | May 12, 2026 |
| Financial Partners Group, Inc | History | Added to | 8,920 | 846 | 0.1% | 0.09% | 577 | +1,136 | 14.59% | Q1 2026 | Apr 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 8,912 | 846 | 0.02% | 0.02% | 578 | +466 | 5.52% | Q1 2026 | Apr 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,905 | 845 | 0.01% | 0.01% | 579 | +1,313 | 17.29% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,877 | 844 | 0.01% | 0.01% | 580 | +1,717 | 23.98% | Q1 2026 | Apr 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 8,891 | 844 | 0.07% | 0.07% | 581 | -564 | -5.97% | Q1 2026 | May 15, 2026 |
| Carter Financial Group, INC. | History | Reduced | 8,847 | 840 | 0.52% | 0.51% | 582 | -198 | -2.19% | Q1 2026 | Apr 27, 2026 |
| Aspire Private Capital, LLC | History | Added to | 8,839 | 839 | 0.19% | 0.18% | 583 | +258 | 3.01% | Q1 2026 | Apr 22, 2026 |
| FC Advisory LLC | History | Reduced | 8,826 | 838 | 0.24% | 0.25% | 584 | -321 | -3.51% | Q1 2026 | Apr 14, 2026 |
| PFG Investments, LLC | History | Reduced | 8,712 | 827 | 0.04% | 0.06% | 585 | -3,570 | -29.07% | Q1 2026 | Apr 27, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 8,705 | 826 | 0.07% | 0.06% | 586 | +587 | 7.23% | Q1 2026 | May 06, 2026 |
| Clarendon Private LLC | History | Reduced | 8,703 | 826 | 0.63% | 0.73% | 587 | -335 | -3.71% | Q1 2026 | May 11, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 8,687 | 824 | 0.19% | 0.17% | 588 | +970 | 12.57% | Q1 2026 | Apr 27, 2026 |
| Napier Financial, LLC | History | New | 8,588 | 815 | 0.19% | — | 589 | +8,588 | New | Q1 2026 | May 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 8,571 | 813 | 0.07% | 0.05% | 590 | +1,671 | 24.22% | Q1 2026 | May 13, 2026 |
| SWS Partners | History | Added to | 8,467 | 803 | 0.2% | 0.18% | 591 | +429 | 5.34% | Q1 2026 | Apr 21, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 8,459 | 803 | 0.9% | 0.88% | 592 | +149 | 1.79% | Q1 2026 | Apr 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 8,434 | 800 | 0.55% | 0.58% | 593 | -763 | -8.3% | Q1 2026 | May 04, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 8,398 | 797 | 0.08% | 0.18% | 594 | -9,318 | -52.6% | Q1 2026 | May 11, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 8,358 | 795 | 0.1% | 0.09% | 595 | +1,378 | 19.74% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 8,348 | 792 | 0.2% | 0.21% | 596 | +308 | 3.83% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 8,278 | 788 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Florin Court Capital LLP | History | Reduced | 8,200 | 778 | 2.94% | 1.46% | 598 | -2,800 | -25.45% | Q1 2026 | May 06, 2026 |
| GatePass Capital, LLC | History | Added to | 7,971 | 756 | 0.35% | 0.34% | 600 | +966 | 13.79% | Q1 2026 | May 06, 2026 |
| Balance Wealth, LLC | History | Reduced | 7,962 | 756 | 0.23% | 0.24% | 599 | -1 | -0.01% | Q1 2026 | Apr 20, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 7,962 | 755 | 0.15% | 0.12% | 602 | +1,881 | 30.93% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,956 | 755 | 0.03% | 0.03% | 601 | +48 | 0.61% | Q1 2026 | May 14, 2026 |
| Narus Financial Partners, LLC | History | Added to | 7,918 | 751 | 0.2% | 0.2% | 603 | +396 | 5.26% | Q1 2026 | Apr 21, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 7,900 | 750 | 0.59% | 0.6% | 604 | +258 | 3.38% | Q1 2026 | Apr 24, 2026 |
| Central Pacific Bank - Trust Division | History | New | 7,874 | 747 | 0.1% | — | 605 | +7,874 | New | Q1 2026 | Apr 07, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 7,859 | 746 | 0.25% | 0.2% | 606 | +914 | 13.16% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 7,849 | 745 | 0.05% | 0.04% | 607 | +633 | 8.77% | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 7,841 | 744 | 0.03% | 0.03% | 608 | +88 | 1.14% | Q1 2026 | May 12, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 7,767 | 737 | 0.73% | 0.6% | 609 | +1,285 | 19.82% | Q1 2026 | Apr 28, 2026 |
| Heritage Family Offices, LLP | History | Added to | 7,716 | 732 | 0.32% | 0.29% | 610 | +1,107 | 16.75% | Q1 2026 | Apr 08, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 7,673 | 728 | 0.08% | 0.08% | 611 | +149 | 1.98% | Q1 2026 | May 01, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 7,654 | 726 | 0.48% | 0.22% | 612 | +4,396 | 134.93% | Q1 2026 | Apr 21, 2026 |
| United Advisor Group, LLC | History | Added to | 7,586 | 720 | 0.09% | 0.08% | 613 | +760 | 11.13% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 7,486 | 710 | 0.21% | 0.21% | 614 | -14 | -0.19% | Q1 2026 | Apr 22, 2026 |
| F/m Investments LLC | History | Reduced | 7,424 | 704 | 0.05% | 0.03% | 615 | -52 | -0.7% | Q1 2026 | May 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 7,384 | 701 | 0.14% | 0.15% | 616 | -89 | -1.19% | Q1 2026 | May 15, 2026 |
| ADE, LLC | History | Reduced | 7,315 | 694 | 0.33% | 0.34% | 617 | -45 | -0.61% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 7,308 | 693 | 0.05% | 0.04% | 618 | +1,743 | 31.32% | Q1 2026 | Apr 28, 2026 |
| Cooper Financial Group | History | Added to | 7,254 | 688 | 0.07% | 0.06% | 619 | +920 | 14.52% | Q1 2026 | Apr 07, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 7,155 | 679 | 0.17% | 0.18% | 620 | -320 | -4.28% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | New | 7,096 | 673 | 0.01% | — | 621 | +7,096 | New | Q1 2026 | May 15, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 7,061 | 670 | 0.25% | 0.24% | 622 | +132 | 1.91% | Q1 2026 | Apr 17, 2026 |
| Northwest Capital Management Inc | History | No change | 7,027 | 669 | 2.9% | 2.9% | 623 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 7,008 | 665 | 0.01% | 0.01% | 624 | +2,616 | 59.56% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 6,994 | 664 | 0.04% | 0.05% | 625 | -724 | -9.38% | Q1 2026 | Apr 15, 2026 |
| Annandale Capital, LLC | History | No change | 6,939 | 659 | 0.09% | 0.08% | 626 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 6,967 | 656 | 0.02% | — | 628 | +6,967 | New | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 6,914 | 656 | 0.01% | 0.01% | 627 | +1,751 | 33.91% | Q1 2026 | May 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,865 | 651 | 0.14% | 0.17% | 629 | -1,147 | -14.32% | Q1 2026 | Apr 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 6,839 | 649 | 0.32% | 0.36% | 630 | -505 | -6.88% | Q1 2026 | Apr 16, 2026 |
| W ADVISORS, LLC | History | Added to | 6,787 | 644 | 0.33% | 0.3% | 631 | +456 | 7.2% | Q1 2026 | Apr 29, 2026 |
| EJMK Ventures LLC | History | Reduced | 6,731 | 639 | 0.36% | 0.58% | 632 | -3,205 | -32.26% | Q1 2026 | Apr 24, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 6,564 | 623 | 0.07% | 0.07% | 633 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cypress Capital, LLC | History | Added to | 6,538 | 620 | 0.18% | 0.17% | 634 | +149 | 2.33% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 6,514 | 618 | 0.02% | 0.02% | 635 | +280 | 4.49% | Q1 2026 | Apr 27, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 6,489 | 616 | 0.05% | 0.31% | 636 | -30,513 | -82.46% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 6,435 | 611 | 0.06% | 0.06% | 637 | +188 | 3.01% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 6,348 | 602 | 0.05% | 0.07% | 638 | +77 | 1.23% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 6,247 | 593 | 0.01% | 0.01% | 639 | -128 | -2.01% | Q1 2026 | Apr 28, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 6,235 | 592 | 0.2% | 0.22% | 640 | -953 | -13.26% | Q1 2026 | May 12, 2026 |
| FLP Wealth Management, LLC | History | Added to | 6,232 | 591 | 1.22% | 1.16% | 641 | +1,074 | 20.82% | Q1 2026 | Apr 28, 2026 |
| River Street Advisors LLC | History | Reduced | 6,212 | 589 | 0.2% | 0.22% | 642 | -93 | -1.48% | Q1 2026 | Apr 21, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 6,199 | 588 | 0.07% | 0.08% | 643 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Catalina Capital Group, LLC | History | Added to | 6,133 | 582 | 0.35% | 0.32% | 644 | +546 | 9.77% | Q1 2026 | Apr 23, 2026 |
| McCartney Wealth Management LLC | History | No change | 6,112 | 580 | 0.49% | 0.5% | 645 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 6,045 | 574 | 0.08% | 0.1% | 646 | -1,229 | -16.9% | Q1 2026 | Apr 28, 2026 |
| VestGen Investment Management | History | Added to | 6,043 | 573 | 0.32% | 0.32% | 647 | +53 | 0.88% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Added to | 6,031 | 569 | 0.03% | 0.01% | 648 | +2,642 | 77.96% | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | Reduced | 5,971 | 566 | 0.18% | 0.2% | 649 | -43 | -0.71% | Q1 2026 | May 07, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 5,953 | 565 | 0.03% | 0.37% | 650 | -74,293 | -92.58% | Q1 2026 | May 14, 2026 |
| Veltria Advisors Corp. | History | New | 5,991 | 565 | 1.88% | — | 651 | +5,991 | New | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Reduced | 5,920 | 562 | 0.24% | 0.74% | 653 | -8,514 | -58.99% | Q1 2026 | Apr 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 5,922 | 562 | 0.15% | 0.14% | 652 | +560 | 10.44% | Q1 2026 | May 06, 2026 |
| Quartz Partners, LLC | History | Reduced | 5,833 | 553 | 0.21% | 0.23% | 654 | -668 | -10.28% | Q1 2026 | May 05, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 5,791 | 549 | 0.24% | 0.24% | 655 | +27 | 0.47% | Q1 2026 | Apr 16, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 5,775 | 548 | 0.1% | 0.11% | 656 | -1,229 | -17.55% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,734 | 546 | 0.04% | 0.04% | 657 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,678 | 539 | 0.02% | 0.02% | 658 | +180 | 3.27% | Q1 2026 | May 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 5,669 | 538 | 0.28% | 0.26% | 660 | +379 | 7.16% | Q1 2026 | Apr 10, 2026 |
| Successful Portfolios LLC | History | Added to | 5,679 | 538 | 0.3% | 0.26% | 659 | +357 | 6.71% | Q1 2026 | Apr 13, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 5,647 | 536 | 0.51% | 0.39% | 661 | +1,263 | 28.81% | Q1 2026 | May 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 5,615 | 533 | 0.15% | 0.17% | 662 | -733 | -11.55% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 5,593 | 531 | 0.0% | 0.0% | 663 | -207 | -3.57% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,591 | 530 | 0.04% | 0.04% | 664 | +382 | 7.33% | Q1 2026 | Apr 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 5,577 | 529 | 0.2% | 0.2% | 665 | -275 | -4.7% | Q1 2026 | May 11, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 5,540 | 526 | 0.4% | 0.44% | 666 | -30 | -0.54% | Q1 2026 | Apr 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 5,491 | 521 | 0.01% | 0.01% | 667 | -1,065 | -16.24% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Management | History | Reduced | 5,486 | 520 | 0.6% | 0.61% | 668 | -201 | -3.53% | Q1 2026 | Apr 22, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 5,463 | 518 | 0.16% | 0.17% | 669 | -535 | -8.92% | Q1 2026 | Apr 13, 2026 |
| Vantage Point Financial LLC | History | Added to | 5,456 | 518 | 0.18% | 0.18% | 670 | +262 | 5.04% | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 5,314 | 504 | 0.07% | 0.05% | 671 | +1,597 | 42.96% | Q1 2026 | May 13, 2026 |
| Cypress Capital Group | History | New | 5,298 | 503 | 0.06% | — | 672 | +5,298 | New | Q1 2026 | May 15, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 5,236 | 497 | 0.03% | 0.03% | 673 | -227 | -4.16% | Q1 2026 | May 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 5,207 | 494 | 0.03% | 0.03% | 674 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Empirical Asset Management, LLC | History | Added to | 5,137 | 487 | 0.13% | 0.13% | 675 | +358 | 7.49% | Q1 2026 | May 11, 2026 |
| Vantage Financial Partners, LLC | History | No change | 5,087 | 484 | 0.1% | 0.1% | 676 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 5,074 | 481 | 0.23% | 0.2% | 677 | +194 | 3.98% | Q1 2026 | May 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 5,075 | 481 | 0.03% | 0.03% | 678 | +35 | 0.69% | Q1 2026 | Apr 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,057 | 480 | 0.02% | — | 679 | +5,057 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 4,996 | 474 | 0.02% | 0.01% | 680 | +862 | 20.85% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,010 | 474 | 0.02% | 0.02% | 681 | -39 | -0.77% | Q1 2026 | Apr 27, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 4,988 | 473 | 0.06% | 0.06% | 682 | -157 | -3.05% | Q1 2026 | Apr 27, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 4,976 | 472 | 1.06% | 1.02% | 683 | +181 | 3.77% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,932 | 468 | 0.01% | 0.02% | 684 | -660 | -11.8% | Q1 2026 | Apr 08, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 4,919 | 467 | 0.42% | 0.53% | 686 | -1,436 | -22.6% | Q1 2026 | Apr 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,919 | 467 | 0.02% | 0.02% | 685 | +1,045 | 26.97% | Q1 2026 | Apr 28, 2026 |
| Keel Point, LLC | History | No change | 4,885 | 465 | 0.03% | 0.03% | 687 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,875 | 462 | 0.08% | 0.02% | 688 | +3,669 | 304.23% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 4,797 | 455 | 0.02% | 0.02% | 690 | +1,331 | 38.4% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,795 | 455 | 0.02% | 0.02% | 689 | -59 | -1.22% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 4,778 | 454 | 0.03% | 0.02% | 691 | +763 | 19.0% | Q1 2026 | Apr 17, 2026 |
| DRAVO BAY LLC | History | New | 4,766 | 452 | 0.18% | — | 692 | +4,766 | New | Q1 2026 | May 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 4,730 | 449 | 0.05% | 0.06% | 693 | -1,303 | -21.6% | Q1 2026 | May 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 4,711 | 447 | 0.07% | 0.08% | 694 | -321 | -6.38% | Q1 2026 | Apr 17, 2026 |
| DT Investment Partners, LLC | History | Added to | 4,701 | 446 | 0.04% | 0.04% | 695 | +66 | 1.42% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 4,674 | 443 | 0.0% | 0.0% | 696 | -931 | -16.61% | Q1 2026 | May 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 4,666 | 443 | 0.34% | 0.29% | 697 | +912 | 24.29% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 4,593 | 436 | 0.0% | 0.0% | 698 | -873 | -15.97% | Q1 2026 | Apr 27, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 4,583 | 435 | 0.17% | 0.11% | 699 | -339 | -6.89% | Q1 2026 | May 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 4,553 | 432 | 0.1% | 0.08% | 700 | +1,270 | 38.68% | Q1 2026 | Apr 17, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 4,545 | 431 | 0.15% | 0.14% | 701 | +284 | 6.67% | Q1 2026 | Apr 17, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 4,500 | 427 | 0.1% | 0.1% | 702 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,461 | 423 | 0.02% | 0.02% | 703 | -350 | -7.27% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 4,438 | 422 | 0.07% | 0.07% | 704 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,419 | 419 | 0.02% | 0.02% | 705 | -979 | -18.14% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 4,344 | 412 | 0.03% | 0.04% | 706 | -830 | -16.04% | Q1 2026 | May 07, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 4,318 | 409 | 0.06% | 0.06% | 707 | -21 | -0.48% | Q1 2026 | Apr 07, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 4,283 | 407 | 0.22% | 0.26% | 708 | -781 | -15.42% | Q1 2026 | May 07, 2026 |
| LGT Financial Advisors LLC | History | Added to | 4,282 | 406 | 2.08% | 2.33% | 709 | +289 | 7.24% | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | History | Added to | 4,271 | 405 | 0.05% | 0.04% | 710 | +1,158 | 37.2% | Q1 2026 | Apr 21, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 4,267 | 405 | 0.02% | 0.01% | 711 | -127 | -2.89% | Q1 2026 | Apr 21, 2026 |
| Clearwave Capital, LLC | History | Added to | 4,269 | 405 | 0.28% | 0.3% | 712 | +21 | 0.49% | Q1 2026 | Apr 29, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 4,265 | 404 | 0.07% | 0.32% | 713 | -29,520 | -87.38% | Q1 2026 | Apr 21, 2026 |
| Petix & Botte Co | History | Reduced | 4,260 | 404 | 0.09% | 0.1% | 714 | -267 | -5.9% | Q1 2026 | Apr 30, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 4,237 | 402 | 0.13% | 0.12% | 715 | +774 | 22.35% | Q1 2026 | Apr 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 4,227 | 401 | 0.0% | — | 716 | +4,227 | New | Q1 2026 | May 01, 2026 |
| Joule Financial, LLC | History | New | 4,189 | 397 | 0.12% | — | 717 | +4,189 | New | Q1 2026 | Apr 14, 2026 |
| Tactive Advisors, LLC | History | Added to | 4,180 | 396 | 0.11% | 0.11% | 718 | +80 | 1.95% | Q1 2026 | Apr 16, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 4,115 | 390 | 0.23% | 0.79% | 720 | -10,683 | -72.19% | Q1 2026 | Apr 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 4,111 | 390 | 0.02% | 0.01% | 719 | +1,982 | 93.1% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | New | 4,103 | 389 | 0.0% | — | 723 | +4,103 | New | Q1 2026 | May 15, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 4,105 | 389 | 0.08% | 0.07% | 722 | +1,585 | 62.9% | Q1 2026 | Apr 22, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 4,114 | 389 | 0.44% | 0.51% | 721 | -1,421 | -25.67% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4,096 | 388 | 0.09% | 0.04% | 724 | +2,194 | 115.35% | Q1 2026 | May 14, 2026 |
| Financial Plan, Inc. | History | No change | 4,088 | 388 | 0.04% | 0.04% | 725 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bedminster, LLC | History | Reduced | 4,050 | 384 | 0.36% | 0.68% | 726 | -3,678 | -47.59% | Q1 2026 | Apr 24, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 3,951 | 377 | 0.05% | 0.05% | 727 | -21 | -0.53% | Q1 2026 | Apr 20, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 3,934 | 373 | 0.11% | 0.11% | 728 | -341 | -7.98% | Q1 2026 | Apr 16, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 3,910 | 372 | 0.02% | 0.03% | 731 | -1,147 | -22.68% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,918 | 372 | 0.02% | 0.02% | 729 | -105 | -2.61% | Q1 2026 | May 18, 2026 |
| Friedenthal Financial | History | Added to | 3,927 | 372 | 0.19% | 0.19% | 730 | +46 | 1.19% | Q1 2026 | Apr 20, 2026 |
| Pursuit Wealth Management LLC | History | No change | 3,874 | 368 | 0.32% | 0.32% | 732 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Western Financial Corp/CA | History | Reduced | 3,857 | 366 | 0.14% | 0.16% | 733 | -280 | -6.77% | Q1 2026 | Apr 22, 2026 |
| RCW Management, LLC | History | Added to | 3,850 | 365 | 0.37% | 0.36% | 734 | +77 | 2.04% | Q1 2026 | Apr 15, 2026 |
| Stewardship Advisors, LLC | History | Added to | 3,811 | 361 | 0.08% | 0.08% | 735 | +254 | 7.14% | Q1 2026 | Apr 17, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 3,786 | 359 | 0.12% | 0.13% | 737 | -548 | -12.64% | Q1 2026 | May 06, 2026 |
| Synergy Investment Management, LLC | History | Added to | 3,790 | 359 | 0.12% | 0.12% | 738 | +127 | 3.47% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 3,772 | 359 | 0.01% | 0.01% | 736 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Added to | 3,748 | 358 | 0.01% | 0.01% | 740 | +459 | 13.96% | Q1 2026 | Apr 20, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,777 | 358 | 0.01% | 0.01% | 739 | +88 | 2.39% | Q1 2026 | May 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | New | 3,768 | 357 | 0.02% | — | 741 | +3,768 | New | Q1 2026 | Apr 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 3,738 | 354 | 0.02% | 0.02% | 742 | +21 | 0.56% | Q1 2026 | May 13, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 3,715 | 352 | 0.23% | 0.23% | 743 | +200 | 5.69% | Q1 2026 | Apr 23, 2026 |
| KPP Advisory Services LLC | History | Reduced | 3,679 | 349 | 0.05% | 0.05% | 744 | -265 | -6.72% | Q1 2026 | Apr 24, 2026 |
| Arlington Trust Co LLC | History | No change | 3,640 | 345 | 0.03% | 0.04% | 745 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Rede Wealth, LLC | History | Reduced | 3,625 | 344 | 0.12% | 0.12% | 746 | -15 | -0.41% | Q1 2026 | Apr 10, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 3,587 | 340 | 0.11% | 0.12% | 747 | +29 | 0.82% | Q1 2026 | Apr 15, 2026 |
| HUB Investment Partners, LLC | History | New | 3,569 | 338 | 0.01% | — | 749 | +3,569 | New | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 3,566 | 338 | 0.04% | 0.04% | 748 | +446 | 14.29% | Q1 2026 | Apr 27, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,551 | 337 | 0.03% | 0.03% | 750 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Madison Asset Management, LLC | History | No change | 3,519 | 334 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aviance Capital Partners, LLC | History | No change | 3,523 | 334 | 0.04% | 0.04% | 752 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 3,501 | 332 | 0.07% | 0.08% | 753 | -342 | -8.9% | Q1 2026 | May 15, 2026 |
| Blue Capital, Inc. | History | Reduced | 3,504 | 332 | 0.22% | 0.24% | 755 | -18 | -0.51% | Q1 2026 | Apr 24, 2026 |
| City State Bank | History | No change | 3,507 | 332 | 0.09% | 0.09% | 754 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 3,480 | 330 | 0.05% | 0.06% | 756 | -18 | -0.51% | Q1 2026 | May 01, 2026 |
| Adams Wealth Management | History | Reduced | 3,472 | 329 | 0.07% | 0.07% | 757 | -41 | -1.17% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 3,472 | 329 | 0.06% | 0.06% | 758 | -41 | -1.17% | Q1 2026 | May 11, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 3,430 | 325 | 0.01% | 0.01% | 759 | +1,000 | 41.15% | Q1 2026 | May 04, 2026 |
| PROTECTIVE LIFE CORP | History | New | 3,415 | 324 | 1.08% | — | 760 | +3,415 | New | Q1 2026 | May 13, 2026 |
| Balefire, LLC | History | New | 3,415 | 324 | 0.06% | — | 761 | +3,415 | New | Q1 2026 | May 07, 2026 |
| Tidemark, LLC | History | Added to | 3,395 | 322 | 0.08% | 0.04% | 762 | +2,015 | 146.01% | Q1 2026 | May 07, 2026 |
| FWG Investments, LLC. | History | Added to | 3,351 | 318 | 0.2% | 0.16% | 764 | +629 | 23.11% | Q1 2026 | Apr 21, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 3,358 | 318 | 0.24% | 0.23% | 763 | +18 | 0.54% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 3,326 | 315 | 0.02% | 0.02% | 765 | -160 | -4.59% | Q1 2026 | May 15, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 3,294 | 312 | 0.11% | 0.11% | 766 | -33 | -0.99% | Q1 2026 | May 06, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 3,253 | 308 | 0.08% | 0.08% | 767 | -57 | -1.72% | Q1 2026 | Apr 22, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 3,217 | 305 | 0.09% | 0.1% | 768 | +27 | 0.85% | Q1 2026 | Apr 28, 2026 |
| Banco Santander, S.A. | History | New | 3,180 | 301 | 0.0% | — | 770 | +3,180 | New | Q1 2026 | May 08, 2026 |
| Nordwand Advisors, LLC | History | No change | 3,175 | 301 | 0.05% | 0.05% | 769 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sharper & Granite LLC | History | No change | 3,160 | 300 | 0.1% | 0.11% | 771 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 3,158 | 299 | 0.05% | 0.08% | 772 | -2,313 | -42.28% | Q1 2026 | Apr 29, 2026 |
| GWN SECURITIES INC. | History | Reduced | 3,134 | 297 | 0.06% | 0.06% | 773 | -42 | -1.32% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 3,124 | 296 | 0.11% | 0.11% | 774 | -317 | -9.21% | Q1 2026 | May 12, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 3,114 | 295 | 0.09% | 0.08% | 775 | +429 | 15.98% | Q1 2026 | Apr 24, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 3,120 | 295 | 0.15% | 0.21% | 776 | -269 | -7.94% | Q1 2026 | May 18, 2026 |
| Fulcrum Equity Management | History | Added to | 3,088 | 293 | 0.28% | 0.28% | 777 | +7 | 0.23% | Q1 2026 | Apr 02, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 3,055 | 290 | 0.28% | 0.22% | 778 | +632 | 26.08% | Q1 2026 | May 04, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 3,040 | 288 | 0.07% | 0.06% | 779 | +229 | 8.15% | Q1 2026 | Apr 30, 2026 |
| Asempa Wealth Advisors | History | Added to | 3,035 | 287 | 0.25% | 0.18% | 780 | +792 | 35.31% | Q1 2026 | Apr 08, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 3,022 | 286 | 0.01% | 0.02% | 781 | -1,643 | -35.22% | Q1 2026 | Apr 09, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 3,000 | 284 | 0.04% | 0.05% | 782 | -3,648 | -54.87% | Q1 2026 | Apr 24, 2026 |
| Lynx Investment Advisory | History | Added to | 2,957 | 280 | 0.13% | 0.15% | 783 | +48 | 1.65% | Q1 2026 | Apr 24, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 2,940 | 279 | 0.15% | — | 784 | +2,940 | New | Q1 2026 | Apr 16, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,934 | 278 | 0.25% | 0.29% | 786 | -259 | -8.11% | Q1 2026 | May 11, 2026 |
| Global Financial Private Client, LLC | History | Added to | 2,937 | 278 | 0.09% | 0.09% | 785 | +108 | 3.82% | Q1 2026 | Apr 20, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 2,924 | 277 | 0.02% | 0.03% | 787 | -1,003 | -25.54% | Q1 2026 | Apr 21, 2026 |
| Valeo Financial Advisors, LLC | History | New | 2,887 | 274 | 0.01% | — | 788 | +2,887 | New | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | New | 2,879 | 273 | 0.02% | — | 789 | +2,879 | New | Q1 2026 | Apr 30, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 2,865 | 272 | 0.04% | 0.04% | 790 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 2,850 | 270 | 0.01% | 0.02% | 791 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stablepoint Partners, LLC | History | New | 2,810 | 266 | 0.04% | — | 792 | +2,810 | New | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,781 | 264 | 0.03% | 0.02% | 794 | +721 | 35.0% | Q1 2026 | Apr 28, 2026 |
| EQ LLC | History | Added to | 2,783 | 264 | 0.07% | 0.07% | 793 | +93 | 3.46% | Q1 2026 | May 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 2,743 | 260 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 2,704 | 256 | 0.0% | 0.0% | 797 | -1,777 | -39.66% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,700 | 256 | 0.07% | 0.05% | 798 | +1,218 | 82.19% | Q1 2026 | May 13, 2026 |
| ARWA LLC | History | Reduced | 2,695 | 256 | 0.13% | 0.19% | 801 | -756 | -21.91% | Q1 2026 | Apr 13, 2026 |
| Clark Asset Management, LLC | History | Reduced | 2,704 | 256 | 0.02% | 0.03% | 800 | -77 | -2.77% | Q1 2026 | Apr 16, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 2,700 | 256 | 0.07% | 0.08% | 799 | +73 | 2.78% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,698 | 256 | 0.0% | 0.0% | 796 | -56 | -2.03% | Q1 2026 | Apr 21, 2026 |
| TrueWealth Financial Partners | History | Reduced | 2,679 | 254 | 0.1% | 0.6% | 802 | -4,963 | -64.94% | Q1 2026 | May 20, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 2,673 | 253 | 0.09% | 0.09% | 803 | -57 | -2.09% | Q1 2026 | Apr 16, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | New | 2,643 | 250 | 0.17% | — | 804 | +2,643 | New | Q1 2026 | May 14, 2026 |
| Argentarii, LLC | History | Added to | 2,623 | 249 | 0.09% | 0.07% | 807 | +335 | 14.64% | Q1 2026 | May 12, 2026 |
| Breakwater Capital Group | History | Added to | 2,631 | 249 | 0.03% | 0.03% | 806 | +65 | 2.53% | Q1 2026 | Apr 20, 2026 |
| Activest Wealth Management | History | No change | 2,624 | 249 | 0.04% | 0.05% | 805 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 2,620 | 248 | 0.01% | 0.01% | 808 | +217 | 9.03% | Q1 2026 | Apr 13, 2026 |
| Oxinas Partners, LLC | History | New | 2,610 | 247 | 0.11% | — | 810 | +2,610 | New | Q1 2026 | Apr 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,604 | 247 | 0.18% | 0.21% | 809 | -19 | -0.72% | Q1 2026 | Apr 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,586 | 245 | 0.0% | 0.0% | 811 | +601 | 30.28% | Q1 2026 | May 05, 2026 |
| Mill Capital Management, LLC | History | Added to | 2,584 | 245 | 0.02% | 0.01% | 812 | +524 | 25.44% | Q1 2026 | May 04, 2026 |
| Graetz Wealth LLC | History | Added to | 2,588 | 245 | 0.22% | 0.22% | 813 | +10 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Advisor OS, LLC | History | New | 2,579 | 244 | 0.02% | — | 814 | +2,579 | New | Q1 2026 | May 07, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 2,541 | 241 | 0.01% | 0.01% | 815 | -301 | -10.59% | Q1 2026 | Apr 20, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 2,532 | 240 | 0.43% | — | 816 | +2,532 | New | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,530 | 239 | 0.02% | 0.02% | 817 | +54 | 2.18% | Q1 2026 | May 01, 2026 |
| C2C Wealth Management, LLC | History | No change | 2,526 | 239 | 0.2% | 0.2% | 818 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 2,508 | 238 | 0.01% | 0.01% | 819 | -159 | -5.96% | Q1 2026 | May 05, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 2,502 | 237 | 0.21% | 0.23% | 820 | -179 | -6.68% | Q1 2026 | May 04, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 2,494 | 236 | 0.08% | 0.06% | 821 | +645 | 34.88% | Q1 2026 | Apr 28, 2026 |
| Essex Bank | History | Reduced | 2,477 | 235 | 0.05% | 0.05% | 822 | -50 | -1.98% | Q1 2026 | Apr 17, 2026 |
| Bison Wealth, LLC | History | Reduced | 2,484 | 234 | 0.02% | 0.03% | 823 | -176 | -6.62% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,459 | 233 | 0.01% | 0.01% | 824 | -44 | -1.76% | Q1 2026 | Apr 09, 2026 |
| Yoffe Investment Management, LLC | History | No change | 2,458 | 233 | 0.3% | 0.3% | 825 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Empower Advisory Group, LLC | History | New | 2,444 | 232 | 0.0% | — | 826 | +2,444 | New | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,427 | 231 | 0.02% | 0.02% | 827 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 2,403 | 228 | 0.02% | 0.02% | 828 | +88 | 3.8% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,389 | 227 | 0.01% | 0.01% | 829 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 2,384 | 226 | 0.03% | 0.03% | 832 | -77 | -3.13% | Q1 2026 | Apr 22, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 2,381 | 226 | 0.19% | 0.19% | 833 | +40 | 1.71% | Q1 2026 | Apr 29, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 2,390 | 226 | 0.09% | 0.09% | 831 | +25 | 1.06% | Q1 2026 | May 06, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 2,385 | 226 | 0.06% | 0.06% | 830 | -9 | -0.38% | Q1 2026 | Apr 09, 2026 |
| PSI Advisors, LLC | History | New | 2,357 | 223 | 0.05% | — | 834 | +2,357 | New | Q1 2026 | May 14, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 2,336 | 221 | 0.04% | — | 835 | +2,336 | New | Q1 2026 | May 06, 2026 |
| NOVEM GROUP | History | Reduced | 2,318 | 220 | 0.03% | 0.05% | 836 | -2,417 | -51.05% | Q1 2026 | Apr 10, 2026 |
| 55 North Private Wealth, LLC | History | New | 2,320 | 220 | 0.06% | — | 837 | +2,320 | New | Q1 2026 | Apr 17, 2026 |
| Alta Wealth Advisors LLC | History | New | 2,316 | 219 | 0.07% | — | 838 | +2,316 | New | Q1 2026 | May 04, 2026 |
| Bridgewealth Advisory Group, LLC | History | New | 2,297 | 218 | 0.05% | — | 840 | +2,297 | New | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 2,302 | 218 | 0.01% | 0.01% | 839 | -92 | -3.84% | Q1 2026 | Apr 27, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,281 | 216 | 0.01% | 0.01% | 841 | +17 | 0.75% | Q1 2026 | Apr 28, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 2,269 | 215 | 0.06% | 0.06% | 842 | +30 | 1.34% | Q1 2026 | May 12, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 2,255 | 214 | 0.05% | 0.13% | 843 | -3,317 | -59.53% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | New | 2,264 | 214 | 0.0% | — | 844 | +2,264 | New | Q1 2026 | May 05, 2026 |
| Glenview Trust Co | History | New | 2,263 | 214 | 0.0% | — | 845 | +2,263 | New | Q1 2026 | May 08, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 2,253 | 213 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 2,223 | 211 | 0.22% | — | 848 | +2,223 | New | Q1 2026 | Apr 23, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 2,230 | 211 | 0.03% | 0.03% | 847 | +10 | 0.45% | Q1 2026 | Apr 13, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 2,204 | 209 | 0.05% | 0.07% | 849 | -948 | -30.08% | Q1 2026 | Apr 20, 2026 |
| Vantus Wealth LLC | History | No change | 2,198 | 209 | 0.15% | 0.15% | 850 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Trust Point Inc. | History | New | 2,200 | 208 | 0.02% | — | 852 | +2,200 | New | Q1 2026 | Apr 15, 2026 |
| Grove Bank & Trust | History | No change | 2,201 | 208 | 0.02% | 0.02% | 851 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Independent Wealth Network Inc. | History | New | 2,169 | 205 | 0.06% | — | 853 | +2,169 | New | Q1 2026 | Apr 20, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 2,158 | 204 | 0.05% | 0.05% | 854 | +19 | 0.89% | Q1 2026 | Apr 09, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 2,146 | 203 | 0.19% | 0.19% | 855 | -103 | -4.58% | Q1 2026 | Apr 29, 2026 |
| Intellectus Partners, LLC | History | New | 2,134 | 202 | 0.04% | — | 858 | +2,134 | New | Q1 2026 | Apr 10, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 2,133 | 202 | 0.0% | — | 857 | +2,133 | New | Q1 2026 | May 14, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 2,128 | 202 | 0.02% | 0.02% | 856 | -3 | -0.14% | Q1 2026 | Apr 28, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,125 | 201 | 0.02% | 0.07% | 860 | -6,988 | -76.68% | Q1 2026 | Apr 10, 2026 |
| First PREMIER Bank | History | Reduced | 2,121 | 201 | 0.05% | 0.06% | 859 | -799 | -27.36% | Q1 2026 | Apr 20, 2026 |
| Capital Advisor Network LLC | History | New | 2,068 | 196 | 0.23% | — | 861 | +2,068 | New | Q1 2026 | May 13, 2026 |
| Rice Partnership, LLC | History | No change | 1,950 | 185 | 0.03% | 0.03% | 862 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,906 | 180 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 1,867 | 177 | 0.0% | 0.0% | 864 | +12 | 0.65% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,831 | 173 | 0.0% | 0.0% | 865 | +688 | 60.19% | Q1 2026 | May 06, 2026 |
| Solstein Capital, LLC | History | No change | 1,820 | 172 | 0.07% | 0.07% | 866 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | No change | 1,698 | 161 | 0.01% | 0.01% | 867 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,627 | 154 | 0.07% | 0.07% | 868 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fairscale Capital, LLC | History | No change | 1,628 | 154 | 0.11% | 0.1% | 869 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Added to | 1,583 | 150 | 0.07% | 0.05% | 870 | +421 | 36.23% | Q1 2026 | Apr 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,467 | 139 | 0.01% | 0.03% | 871 | -3,032 | -67.39% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,448 | 137 | 0.0% | 0.0% | 872 | +68 | 4.93% | Q1 2026 | Apr 07, 2026 |
| New Republic Capital, LLC | History | Added to | 1,385 | 131 | 0.04% | 0.03% | 873 | +16 | 1.17% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,359 | 129 | 0.02% | 0.02% | 874 | -133 | -8.91% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,349 | 128 | 0.0% | 0.0% | 875 | +66 | 5.14% | Q1 2026 | Apr 27, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,342 | 127 | 0.09% | 0.1% | 876 | -64 | -4.55% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,236 | 117 | 0.01% | 0.01% | 877 | -143 | -10.37% | Q1 2026 | May 06, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,211 | 114 | 0.01% | 0.01% | 878 | -33 | -2.65% | Q1 2026 | Apr 30, 2026 |
| Crewe Advisors LLC | History | Added to | 1,174 | 111 | 0.01% | 0.01% | 879 | +8 | 0.69% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,115 | 106 | 0.03% | 0.03% | 880 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Key Capital Management, INC | History | Added to | 1,077 | 102 | 0.07% | 0.06% | 881 | +409 | 61.23% | Q1 2026 | May 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,015 | 96 | 0.02% | 0.02% | 882 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,736 | 95 | 0.12% | 0.01% | 883 | +1,624 | 1450.0% | Q1 2026 | Apr 29, 2026 |
| Opal Wealth Advisors, LLC | History | New | 988 | 93 | 0.02% | — | 884 | +988 | New | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 966 | 91 | 0.0% | 0.0% | 885 | +138 | 16.67% | Q1 2026 | Apr 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 906 | 86 | 0.05% | 0.03% | 886 | -8 | -0.88% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Added to | 889 | 84 | 0.0% | 0.0% | 888 | +786 | 763.11% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 895 | 84 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 865 | 82 | 0.03% | — | 889 | +865 | New | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 859 | 81 | 0.0% | 0.0% | 890 | -312 | -26.64% | Q1 2026 | May 15, 2026 |
| BankChampaign, National Association | History | Added to | 830 | 78 | 0.08% | 0.0% | 891 | +312 | 60.23% | Q1 2026 | May 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 795 | 75 | 0.01% | 0.01% | 892 | -120 | -13.11% | Q1 2026 | Apr 09, 2026 |
| YANKCOM Partnership | History | Reduced | 761 | 72 | 0.03% | 0.04% | 893 | -284 | -27.18% | Q1 2026 | Apr 20, 2026 |
| Destiny Wealth Partners, LLC | History | New | 748 | 71 | 0.01% | — | 894 | +748 | New | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | Reduced | 727 | 69 | 0.02% | 0.02% | 895 | -42 | -5.46% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 724 | 68 | 0.0% | 0.0% | 896 | +18 | 2.55% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 692 | 65 | 0.03% | 0.03% | 897 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | Reduced | 681 | 64 | 0.01% | 0.03% | 898 | -722 | -51.46% | Q1 2026 | Apr 09, 2026 |
| Strengthening Families & Communities, LLC | History | New | 659 | 62 | 0.02% | — | 899 | +659 | New | Q1 2026 | May 11, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 627 | 59 | 0.05% | — | 900 | +627 | New | Q1 2026 | Apr 16, 2026 |
| Ransom Advisory, Ltd | History | No change | 598 | 56 | 0.02% | 0.02% | 901 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 574 | 54 | 0.05% | 0.05% | 902 | +6 | 1.06% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 562 | 53 | 0.03% | 0.02% | 903 | +121 | 27.44% | Q1 2026 | May 13, 2026 |
| Bravera Wealth | History | Added to | 545 | 51 | 0.02% | 0.01% | 904 | +375 | 220.59% | Q1 2026 | Apr 22, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 525 | 49 | 0.04% | — | 906 | +525 | New | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Reduced | 526 | 49 | 0.0% | 0.0% | 905 | -179 | -25.39% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 512 | 48 | 0.0% | 0.0% | 907 | +368 | 255.56% | Q1 2026 | May 13, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 497 | 47 | 0.02% | — | 908 | +497 | New | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | New | 473 | 44 | 0.01% | — | 910 | +473 | New | Q1 2026 | May 22, 2026 |
| Lavaca Capital LLC | History | Added to | 466 | 44 | 0.01% | 0.01% | 909 | +3 | 0.65% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 442 | 42 | 0.03% | 0.02% | 911 | +4 | 0.91% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 433 | 41 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 432 | 40 | 0.0% | 0.0% | 915 | -2,211 | -83.65% | Q1 2026 | Apr 28, 2026 |
| True Link Financial Advisors, LLC | History | New | 425 | 40 | 0.0% | — | 916 | +425 | New | Q1 2026 | Apr 29, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 426 | 40 | 0.0% | 0.0% | 913 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TRUST CO OF VERMONT | History | No change | 427 | 40 | 0.0% | 0.0% | 914 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 402 | 38 | 0.0% | 0.0% | 917 | +16 | 4.15% | Q1 2026 | May 07, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 395 | 37 | 0.0% | 0.0% | 918 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Westfuller Advisors, LLC | History | Added to | 383 | 36 | 0.02% | 0.01% | 920 | +39 | 11.34% | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | Reduced | 383 | 36 | 0.01% | 0.01% | 919 | -13 | -3.28% | Q1 2026 | May 13, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 369 | 35 | 0.02% | 0.02% | 921 | +86 | 30.39% | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | Added to | 362 | 34 | 0.0% | 0.0% | 922 | +1 | 0.28% | Q1 2026 | Apr 21, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 354 | 33 | 0.01% | 0.01% | 924 | -11 | -3.01% | Q1 2026 | May 05, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 350 | 33 | 0.01% | 0.01% | 923 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 337 | 31 | 0.02% | — | 927 | +337 | New | Q1 2026 | Apr 16, 2026 |
| EASTERN BANK | History | Added to | 334 | 31 | 0.0% | 0.0% | 925 | +119 | 55.35% | Q1 2026 | Apr 07, 2026 |
| TSFG, LLC | History | Reduced | 331 | 31 | 0.0% | 0.01% | 926 | -78 | -19.07% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | No change | 320 | 30 | 0.0% | 0.0% | 928 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 322 | 30 | 0.03% | — | 929 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | Added to | 310 | 29 | 0.0% | 0.0% | 930 | +122 | 64.89% | Q1 2026 | Apr 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 294 | 27 | 0.01% | — | 932 | +294 | New | Q1 2026 | Apr 17, 2026 |
| ESL Trust Services, LLC | History | No change | 293 | 27 | 0.01% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | Reduced | 268 | 25 | 0.0% | 0.0% | 934 | -125 | -31.81% | Q1 2026 | May 08, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 270 | 25 | 0.0% | 0.0% | 933 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | No change | 268 | 25 | 0.0% | 0.01% | 935 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 251 | 23 | 0.01% | 0.01% | 937 | +1 | 0.4% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 246 | 23 | 0.0% | 0.0% | 936 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 237 | 22 | 0.01% | 0.01% | 938 | +1 | 0.42% | Q1 2026 | Apr 24, 2026 |
| MCF Advisors LLC | History | No change | 227 | 21 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 212 | 20 | 0.0% | — | 942 | +212 | New | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 217 | 20 | 0.0% | 0.0% | 940 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Boreal Capital Management LLC | History | No change | 216 | 20 | 0.02% | 0.02% | 941 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 195 | 18 | 0.0% | — | 947 | +195 | New | Q1 2026 | Apr 29, 2026 |
| CURIO WEALTH, LLC | History | Added to | 198 | 18 | 0.01% | 0.0% | 945 | +183 | 1220.0% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 194 | 18 | 0.01% | 0.01% | 946 | -2 | -1.02% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 188 | 18 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 190 | 18 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 186 | 17 | 0.02% | 0.04% | 952 | -203 | -52.19% | Q1 2026 | May 05, 2026 |
| Key FInancial Inc | History | Reduced | 181 | 17 | 0.0% | 0.01% | 949 | -199 | -52.37% | Q1 2026 | Apr 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 178 | 17 | 0.0% | 0.0% | 948 | -26 | -12.75% | Q1 2026 | May 01, 2026 |
| Archer Investment Corp | History | No change | 187 | 17 | 0.0% | 0.0% | 950 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 188 | 17 | 0.01% | 0.01% | 951 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 169 | 16 | 0.01% | 0.01% | 953 | +2 | 1.2% | Q1 2026 | Apr 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 161 | 15 | 0.01% | — | 956 | +161 | New | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 163 | 15 | 0.0% | 0.0% | 955 | +6 | 3.82% | Q1 2026 | Apr 23, 2026 |
| WestEnd Advisors, LLC | History | No change | 164 | 15 | 0.0% | 0.0% | 954 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 156 | 14 | 0.01% | — | 957 | +156 | New | Q1 2026 | Apr 28, 2026 |
| Advocate Investing Services LLC | History | New | 151 | 14 | 0.01% | — | 958 | +151 | New | Q1 2026 | Apr 22, 2026 |
| Beacon Capital Management, Inc. | History | New | 131 | 12 | 0.0% | — | 963 | +131 | New | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 136 | 12 | 0.0% | 0.0% | 960 | -6 | -4.23% | Q1 2026 | May 08, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 131 | 12 | 0.0% | 0.0% | 959 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 134 | 12 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 130 | 12 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 123 | 11 | 0.0% | — | 966 | +123 | New | Q1 2026 | Apr 27, 2026 |
| Motiv8 Investments LLC | History | No change | 120 | 11 | 0.01% | 0.01% | 964 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Breakwater Investment Management | History | No change | 119 | 11 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 107 | 10 | 0.01% | 0.0% | 968 | +67 | 167.5% | Q1 2026 | Apr 14, 2026 |
| Asset Dedication, LLC | History | No change | 109 | 10 | 0.0% | 0.0% | 967 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SouthState Bank Corp | History | Reduced | 100 | 9 | 0.0% | 0.0% | 969 | -143 | -58.85% | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | New | 99 | 9 | 0.0% | — | 973 | +99 | New | Q1 2026 | Apr 10, 2026 |
| United Financial Planning Group LLC | History | Reduced | 95 | 9 | 0.01% | 0.01% | 972 | -54 | -36.24% | Q1 2026 | May 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 100 | 9 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 102 | 9 | 0.0% | 0.0% | 971 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CENTRAL TRUST Co | History | Reduced | 91 | 8 | 0.0% | 0.0% | 974 | -256 | -73.78% | Q1 2026 | Apr 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 92 | 8 | 0.0% | — | 976 | +92 | New | Q1 2026 | May 11, 2026 |
| CDKV HOLDINGS LLC | History | No change | 90 | 8 | 0.01% | 0.01% | 975 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | New | 77 | 7 | 0.0% | — | 978 | +77 | New | Q1 2026 | Apr 06, 2026 |
| Burk Holdings LLC | History | New | 76 | 7 | 0.0% | — | 979 | +76 | New | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 79 | 7 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| POM Investment Strategies, LLC | History | Added to | 70 | 6 | 0.01% | 0.0% | 982 | +39 | 125.81% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 67 | 6 | 0.0% | 0.0% | 983 | +21 | 45.65% | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 69 | 6 | 0.0% | 0.0% | 980 | -6 | -8.0% | Q1 2026 | May 04, 2026 |
| NFSG Corp | History | No change | 64 | 6 | 0.0% | 0.0% | 981 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 57 | 5 | 0.0% | — | 991 | +57 | New | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 54 | 5 | 0.0% | — | 990 | +54 | New | Q1 2026 | May 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 58 | 5 | 0.0% | 0.0% | 988 | +10 | 20.83% | Q1 2026 | May 07, 2026 |
| BFSG, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 984 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EPG Wealth Management LLC | History | No change | 59 | 5 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 61 | 5 | 0.01% | 0.01% | 986 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 60 | 5 | 0.0% | 0.0% | 987 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Networth Advisors, LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 47 | 4 | 0.01% | — | 995 | +47 | New | Q1 2026 | May 01, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 48 | 4 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 46 | 4 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bernard Wealth Management Corp. | History | New | 40 | 3 | 0.0% | — | 1005 | +40 | New | Q1 2026 | May 14, 2026 |
| Riverview Trust Co | History | New | 32 | 3 | 0.0% | — | 1004 | +32 | New | Q1 2026 | May 01, 2026 |
| Copia Wealth Management | History | Reduced | 36 | 3 | 0.0% | 0.0% | 1003 | -6 | -14.29% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 40 | 3 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 997 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 998 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Team Financial Group, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 1000 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 33 | 3 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Olistico Wealth, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SYM FINANCIAL Corp | History | New | 28 | 2 | 0.0% | — | 1011 | +28 | New | Q1 2026 | May 08, 2026 |
| HARRIS ASSOCIATES L P | History | New | 28 | 2 | 0.0% | — | 1012 | +28 | New | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | New | 24 | 2 | 0.0% | — | 1013 | +24 | New | Q1 2026 | Apr 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 23 | 2 | 0.0% | — | 1014 | +23 | New | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 25 | 2 | 0.0% | 0.0% | 1009 | -21 | -45.65% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 24 | 2 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Investors Research Corp | History | No change | 23 | 2 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Topsail Wealth Management, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 1010 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | Reduced | 17 | 1 | 0.0% | 0.01% | 1024 | -385 | -95.77% | Q1 2026 | May 06, 2026 |
| Operose Advisors LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 1023 | -29 | -72.5% | Q1 2026 | May 12, 2026 |
| USA FINANCIAL FORMULAS | History | New | 20 | 1 | 0.0% | — | 1028 | +20 | New | Q1 2026 | Apr 14, 2026 |
| FIRST HORIZON CORP | History | No change | 15 | 1 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CHELSEA COUNSEL CO | History | No change | 15 | 1 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hanson & Doremus Investment Management | History | No change | 13 | 1 | 0.0% | 0.0% | 1017 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Eukles Asset Management | History | No change | 14 | 1 | 0.0% | 0.0% | 1018 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 1019 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Biltmore Family Office, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1020 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1021 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 1022 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 1026 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RENAISSANCERE HOLDINGS LTD | History | Closed out | 0 | 0 | — | 49.29% | — | -3,852,431 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -766,038 | -100.0% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.15% | — | -649,680 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 4.13% | — | -576,585 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -127,562 | -100.0% | Q1 2026 | May 12, 2026 |
| Avanda Investment Management Pte. Ltd. | History | Closed out | 0 | 0 | — | 10.66% | — | -112,618 | -100.0% | Q1 2026 | May 05, 2026 |
| Hudson Capital Management LLC | History | Closed out | 0 | 0 | — | 2.53% | — | -105,974 | -100.0% | Q1 2026 | Apr 13, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Closed out | 0 | 0 | — | 0.51% | — | -101,182 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CONNABLE OFFICE INC | History | Closed out | 0 | 0 | — | 0.85% | — | -97,215 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -90,920 | -100.0% | Q1 2026 | May 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -90,000 | -100.0% | Q1 2026 | May 11, 2026 |
| RATIONAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.8% | — | -81,858 | -100.0% | Q1 2026 | May 07, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Closed out | 0 | 0 | — | 2.16% | — | -61,052 | -100.0% | Q1 2026 | May 14, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 3.3% | — | -45,867 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -40,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -32,549 | -100.0% | Q1 2026 | May 01, 2026 |
| AlphaCentric Advisors LLC | History | Closed out | 0 | 0 | — | 2.47% | — | -26,000 | -100.0% | Q1 2026 | May 07, 2026 |
| WASHINGTON TRUST BANK | History | Closed out | 0 | 0 | — | 0.17% | — | -24,860 | -100.0% | Q1 2026 | May 07, 2026 |
| Great Diamond Partners, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -24,397 | -100.0% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,927 | -100.0% | Q1 2026 | May 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.0% | — | -22,150 | -100.0% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -18,795 | -100.0% | Q1 2026 | May 18, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -17,013 | -100.0% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,737 | -100.0% | Q1 2026 | Apr 23, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -13,610 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -13,446 | -100.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS | History | Closed out | 0 | 0 | — | 0.03% | — | -12,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -11,848 | -100.0% | Q1 2026 | Apr 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,607 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,495 | -100.0% | Q1 2026 | May 15, 2026 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.5% | — | -8,919 | -100.0% | Q1 2026 | May 11, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.39% | — | -8,666 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,315 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,074 | -100.0% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -5,876 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Closed out | 0 | 0 | — | 0.53% | — | -5,600 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aprio Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,472 | -100.0% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,840 | -100.0% | Q1 2026 | May 15, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,835 | -100.0% | Q1 2026 | Apr 20, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -3,448 | -100.0% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,424 | -100.0% | Q1 2026 | Apr 14, 2026 |
| ENTREWEALTH, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,423 | -100.0% | Q1 2026 | May 14, 2026 |
| Angeles Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,200 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Vernal Point Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,169 | -100.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,126 | -100.0% | Q1 2026 | May 04, 2026 |
| Alpha Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,918 | -100.0% | Q1 2026 | May 11, 2026 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,843 | -100.0% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,787 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Capital Asset Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,728 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MKT Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,611 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Impact Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,589 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Midwest Heritage Bank, FSB | History | Closed out | 0 | 0 | — | 0.08% | — | -2,532 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Headland Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,401 | -100.0% | Q1 2026 | May 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,355 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,314 | -100.0% | Q1 2026 | May 15, 2026 |
| Van Diest Capital, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -2,275 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,269 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,155 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,108 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -834 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -772 | -100.0% | Q1 2026 | May 11, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -663 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -583 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -498 | -100.0% | Q1 2026 | May 04, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -225 | -99.56% | Q1 2026 | Apr 14, 2026 |
| Curat Global, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -225 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -214 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q1 2026 | May 06, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q1 2026 | May 07, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 08, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q1 2026 | May 05, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -88 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -85 | -100.0% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | Apr 07, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -62 | -92.54% | Q1 2026 | May 15, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 28, 2026 |
| one8zero8, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 10 | 0 | — | 0.0% | — | -33 | -76.74% | Q1 2026 | Apr 13, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 04, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 11, 2026 |
| Provenance Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 17, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 13, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Global Wealth Strategies & Associates | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 03, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | Apr 21, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Cheviot Value Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Imprint Wealth LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |