PIMCO ETF Trust - MINT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 32,807,970 | 3,299,169 | 0.21% | 0.21% | 1 | +192,357 | 0.59% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 9,660,644 | 971,570 | 1.98% | 1.83% | 2 | +712,924 | 7.97% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 9,047,779 | 909,935 | 0.05% | 0.05% | 3 | +102,679 | 1.15% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,719,789 | 575,239 | 0.11% | 0.08% | 4 | +1,204,315 | 26.67% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 4,342,620 | 436,737 | 0.12% | 0.11% | 5 | +278,272 | 6.85% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 3,252,382 | 327,092 | 0.05% | 0.04% | 6 | +489,170 | 17.7% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,954,300 | 196,543 | 0.01% | 0.01% | 7 | +367,220 | 23.14% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 1,639,635 | 165,789 | 0.18% | 0.13% | 8 | +545,259 | 49.82% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 1,603,698 | 161,283 | 0.42% | 0.46% | 9 | -71,864 | -4.29% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 1,307,508 | 131,496 | 0.15% | 0.06% | 10 | +786,471 | 150.94% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,283,386 | 129,069 | 0.02% | 0.02% | 11 | +194,229 | 17.83% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,155,040 | 116,162 | 0.03% | 0.01% | 12 | +727,608 | 170.23% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 1,004,333 | 101,005 | 0.55% | 0.55% | 13 | +43,816 | 4.56% | Q1 2026 | May 13, 2026 |
| Bramshill Investments, LLC | History | Reduced | 911,252 | 91,644 | 7.9% | 5.26% | 14 | -15,179 | -1.64% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 902,383 | 90,753 | 0.23% | 0.21% | 15 | +126,745 | 16.34% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 852,861 | 85,772 | 0.96% | 0.01% | 16 | +841,349 | 7308.45% | Q1 2026 | May 05, 2026 |
| Proficio Capital Partners LLC | History | Added to | 848,972 | 85,541 | 4.57% | 5.57% | 17 | +57,558 | 7.27% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 801,693 | 80,626 | 0.07% | 0.07% | 18 | +14,143 | 1.8% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 756,471 | 76,078 | 0.28% | 0.27% | 19 | +445 | 0.06% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 683,650 | 68,754 | 0.02% | 0.02% | 20 | -46,744 | -6.4% | Q1 2026 | May 14, 2026 |
| Advisor OS, LLC | History | Reduced | 569,456 | 57,270 | 4.15% | 6.68% | 21 | -257,387 | -31.13% | Q1 2026 | May 07, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 567,769 | 57,100 | 6.93% | 10.28% | 22 | -251,687 | -30.71% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 549,785 | 55,253 | 1.78% | 1.84% | 23 | +13,772 | 2.57% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 527,597 | 53,064 | 0.08% | 0.07% | 24 | +59,514 | 12.71% | Q1 2026 | May 15, 2026 |
| Gainplan LLC | History | Added to | 522,354 | 52,533 | 39.37% | 19.1% | 25 | +14,259 | 2.81% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 489,329 | 49,211 | 0.05% | 0.03% | 26 | +219,974 | 81.67% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 482,256 | 48,500 | 0.07% | 0.07% | 27 | -67,820 | -12.33% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 470,729 | 47,341 | 0.06% | 0.05% | 28 | +125,054 | 36.18% | Q1 2026 | Apr 27, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 465,654 | 46,830 | 5.81% | 5.69% | 29 | +11,274 | 2.48% | Q1 2026 | May 04, 2026 |
| Family Manage LLC | History | Reduced | 447,062 | 44,960 | 5.39% | 5.67% | 30 | -35 | -0.01% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 445,082 | 44,762 | 0.05% | 0.04% | 31 | +39,559 | 9.76% | Q1 2026 | May 05, 2026 |
| Allianz Asset Management GmbH | History | Added to | 440,216 | 44,272 | 0.05% | 0.02% | 32 | +286,287 | 185.99% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 431,537 | 43,399 | 0.03% | 0.03% | 33 | +33,507 | 8.42% | Q1 2026 | May 07, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 347,406 | 34,938 | 5.97% | 5.58% | 34 | +19,609 | 5.98% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | New | 342,900 | 34,485 | 0.52% | — | 35 | +342,900 | New | Q1 2026 | May 08, 2026 |
| Destination Wealth Management | History | Added to | 332,676 | 33,457 | 0.87% | 0.83% | 36 | +15,071 | 4.75% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 332,589 | 33,448 | 0.38% | 0.19% | 37 | +167,327 | 101.25% | Q1 2026 | Apr 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 330,134 | 33,204 | 0.03% | 0.03% | 38 | +7,130 | 2.21% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 305,731 | 30,747 | 0.2% | 0.28% | 39 | -124,796 | -28.99% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 298,134 | 29,983 | 0.08% | 0.08% | 40 | -48,008 | -13.87% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 294,524 | 29,620 | 0.14% | 0.12% | 41 | +34,097 | 13.09% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 286,868 | 28,850 | 0.26% | 0.01% | 42 | +275,700 | 2468.66% | Q1 2026 | May 06, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 278,155 | 27,974 | 1.29% | 1.43% | 43 | -23,183 | -7.69% | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Added to | 277,440 | 27,902 | 3.2% | 1.32% | 44 | +163,120 | 142.69% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 260,176 | 26,165 | 0.2% | 0.22% | 45 | -10,134 | -3.75% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 256,304 | 25,776 | 0.02% | 0.02% | 46 | +44,374 | 20.94% | Q1 2026 | May 12, 2026 |
| IBEX WEALTH ADVISORS | History | New | 255,083 | 25,653 | 2.39% | — | 47 | +255,083 | New | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 254,285 | 25,573 | 0.01% | 0.0% | 48 | +212,305 | 505.73% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Reduced | 248,898 | 25,031 | 2.25% | 2.28% | 49 | -6,872 | -2.69% | Q1 2026 | May 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 234,092 | 23,542 | 5.78% | 4.62% | 50 | +48,526 | 26.15% | Q1 2026 | Apr 22, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 220,551 | 22,180 | 8.33% | 8.92% | 51 | -3,474 | -1.55% | Q1 2026 | May 14, 2026 |
| Moment Partners, LLC | History | New | 217,830 | 21,907 | 3.91% | — | 52 | +217,830 | New | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 217,399 | 21,863 | 0.34% | 0.44% | 53 | -43 | -0.02% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 204,154 | 20,531 | 0.33% | 0.38% | 54 | +6,708 | 3.4% | Q1 2026 | May 18, 2026 |
| KWMG, LLC | History | Added to | 198,932 | 20,006 | 1.67% | 1.66% | 55 | +6,839 | 3.56% | Q1 2026 | Apr 09, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 196,010 | 19,712 | 13.14% | 4.66% | 56 | +129,421 | 194.36% | Q1 2026 | Apr 17, 2026 |
| CITIGROUP INC | History | Reduced | 192,531 | 19,362 | 0.01% | 0.01% | 57 | -21,100 | -9.88% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 188,750 | 18,982 | 0.0% | — | 58 | +188,750 | New | Q1 2026 | May 12, 2026 |
| Providence First Trust Co | History | Reduced | 187,631 | 18,870 | 6.63% | 6.65% | 59 | -3,889 | -2.03% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 186,316 | 18,737 | 0.01% | 0.01% | 60 | +70,399 | 60.73% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 184,207 | 18,525 | 0.93% | 0.98% | 61 | -3,288 | -1.75% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 175,892 | 17,689 | 0.78% | 0.82% | 62 | -6,121 | -3.36% | Q1 2026 | May 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 173,712 | 17,470 | 8.94% | 8.85% | 63 | +6,742 | 4.04% | Q1 2026 | May 01, 2026 |
| Delta Investment Management, LLC | History | Reduced | 170,521 | 17,149 | 3.07% | 4.12% | 64 | -65,954 | -27.89% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 170,459 | 17,143 | 1.31% | 1.27% | 65 | +2,813 | 1.68% | Q1 2026 | Apr 08, 2026 |
| Stokes Capital Advisors, LLC | History | Reduced | 163,062 | 16,399 | 3.68% | 4.55% | 66 | -35,559 | -17.9% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 159,797 | 16,070 | 0.03% | 0.02% | 67 | +17,121 | 12.0% | Q1 2026 | May 15, 2026 |
| Williams Financial, LLC | History | Reduced | 157,657 | 15,855 | 9.23% | 9.18% | 68 | -468 | -0.3% | Q1 2026 | Apr 24, 2026 |
| Addison Capital Co | History | Added to | 154,696 | 15,557 | 2.77% | 2.87% | 69 | +40,231 | 35.15% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 150,316 | 15,117 | 0.03% | 0.02% | 70 | +20,899 | 16.15% | Q1 2026 | May 01, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 149,406 | 15,025 | 6.74% | 6.57% | 71 | -3,445 | -2.25% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 149,075 | 15,002 | 0.09% | 0.09% | 72 | +2,450 | 1.67% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 147,464 | 14,830 | 0.02% | 0.03% | 73 | -80,960 | -35.44% | Q1 2026 | May 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 147,161 | 14,799 | 3.39% | 3.72% | 74 | -16,370 | -10.01% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 146,024 | 14,656 | 0.03% | 0.06% | 75 | -287,271 | -66.3% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 144,998 | 14,578 | 0.01% | 0.01% | 76 | +23,491 | 19.33% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 134,534 | 13,499 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 133,052 | 13,381 | 0.02% | 0.0% | 78 | +123,628 | 1311.84% | Q1 2026 | May 01, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 132,424 | 13,317 | 5.76% | 5.78% | 79 | -3,748 | -2.75% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 129,475 | 13,021 | 0.73% | 0.74% | 80 | -332 | -0.26% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 128,788 | 12,952 | 0.15% | 0.12% | 81 | +20,024 | 18.41% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 125,017 | 12,573 | 0.03% | 0.03% | 82 | -9,994 | -7.4% | Q1 2026 | Apr 22, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 124,603 | 12,531 | 2.21% | 2.03% | 83 | +13,002 | 11.65% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 122,055 | 12,275 | 0.13% | 0.08% | 84 | +50,674 | 70.99% | Q1 2026 | Apr 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 120,187 | 12,087 | 0.88% | 0.76% | 85 | +19,642 | 19.54% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 120,199 | 12,060 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 119,604 | 12,028 | 0.02% | 0.02% | 87 | -6,200 | -4.93% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 118,468 | 11,914 | 0.06% | 0.1% | 88 | -21,636 | -15.44% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 118,279 | 11,895 | 1.47% | 1.24% | 89 | +20,576 | 21.06% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 116,041 | 11,670 | 0.02% | 0.03% | 90 | -53,584 | -31.59% | Q1 2026 | May 15, 2026 |
| Elite Financial, Inc. | History | Added to | 113,270 | 11,391 | 5.11% | 4.77% | 91 | +9,011 | 8.64% | Q1 2026 | May 12, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 113,173 | 11,381 | 1.95% | 2.53% | 92 | -42,132 | -27.13% | Q1 2026 | Apr 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 109,196 | 10,981 | 1.19% | 0.85% | 93 | +31,817 | 41.12% | Q1 2026 | May 12, 2026 |
| NavPoint Financial, Inc. | History | Added to | 108,148 | 10,876 | 4.4% | 3.89% | 94 | +17,397 | 19.17% | Q1 2026 | Apr 24, 2026 |
| CacheTech Inc. | History | Added to | 107,249 | 10,786 | 2.08% | 0.98% | 95 | +54,422 | 103.02% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 106,320 | 10,688 | 0.28% | 0.34% | 96 | +27,313 | 34.57% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 105,880 | 10,648 | 0.23% | 0.23% | 97 | +3,623 | 3.54% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 105,733 | 10,633 | 0.47% | 0.49% | 98 | -44 | -0.04% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Added to | 104,150 | 10,474 | 0.11% | 0.01% | 99 | +101,284 | 3533.98% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 100,267 | 10,083 | 0.05% | 0.06% | 100 | +115 | 0.11% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 97,682 | 9,823 | 0.38% | 0.36% | 101 | +1,267 | 1.31% | Q1 2026 | May 12, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 97,141 | 9,750 | 5.7% | 5.68% | 102 | +1,827 | 1.92% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Added to | 95,630 | 9,617 | 0.47% | 0.45% | 103 | +3,605 | 3.92% | Q1 2026 | May 05, 2026 |
| Balefire, LLC | History | Added to | 95,455 | 9,599 | 1.81% | 0.13% | 104 | +88,774 | 1328.75% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Added to | 93,587 | 9,412 | 0.29% | 0.26% | 105 | +5,704 | 6.49% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 93,302 | 9,383 | 0.68% | 0.39% | 106 | +37,816 | 68.15% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 92,987 | 9,351 | 0.05% | 0.06% | 107 | -12,160 | -11.56% | Q1 2026 | May 15, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 92,043 | 9,256 | 3.99% | 3.65% | 108 | +9,158 | 11.05% | Q1 2026 | May 07, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 91,096 | 9,161 | 0.61% | 7.45% | 109 | -1,107,975 | -92.4% | Q1 2026 | May 14, 2026 |
| Koenig Investment Advisory, LLC | History | Reduced | 91,077 | 9,159 | 7.78% | 7.51% | 110 | -995 | -1.08% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 90,299 | 9,081 | 0.29% | 0.29% | 111 | +44 | 0.05% | Q1 2026 | Apr 08, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 90,000 | 9,051 | 3.69% | 1.92% | 112 | +50,000 | 125.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | New | 89,953 | 9,046 | 2.48% | — | 113 | +89,953 | New | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 88,629 | 8,913 | 3.26% | 3.47% | 114 | -8,921 | -9.15% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 88,396 | 8,890 | 0.49% | 0.31% | 115 | +35,207 | 66.19% | Q1 2026 | May 11, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 87,681 | 8,818 | 0.35% | 0.33% | 116 | +1,089 | 1.26% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 85,947 | 8,624 | 0.06% | 0.05% | 117 | +10,201 | 13.47% | Q1 2026 | May 15, 2026 |
| Center For Asset Management LLC | History | Added to | 85,667 | 8,615 | 4.28% | 4.46% | 118 | +721 | 0.85% | Q1 2026 | Apr 16, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 84,991 | 8,546 | 5.89% | 3.29% | 119 | -3,093 | -3.51% | Q1 2026 | Apr 24, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 84,822 | 8,530 | 1.0% | 0.71% | 120 | +23,792 | 38.98% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 84,646 | 8,512 | 0.03% | 0.02% | 121 | +26,268 | 45.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 83,249 | 8,382 | 0.01% | — | 122 | +83,249 | New | Q1 2026 | May 12, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 83,400 | 8,359 | 6.03% | 5.91% | 123 | +2,998 | 3.73% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 83,013 | 8,348 | 0.17% | 0.13% | 124 | +24,017 | 40.71% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 82,984 | 8,345 | 0.31% | 0.32% | 125 | -1,696 | -2.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 82,513 | 8,298 | 0.01% | 0.01% | 126 | +25,833 | 45.58% | Q1 2026 | May 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 81,216 | 8,167 | 1.2% | 0.67% | 127 | +45,078 | 124.74% | Q1 2026 | Apr 27, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 79,703 | 8,015 | 1.53% | 1.43% | 128 | +4,521 | 6.01% | Q1 2026 | Apr 09, 2026 |
| Avion Wealth | History | Reduced | 79,227 | 7,967 | 1.65% | 1.73% | 129 | -2,905 | -3.54% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Added to | 79,293 | 7,940 | 0.04% | 0.03% | 130 | +29,774 | 60.13% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 78,777 | 7,922 | 0.01% | 0.01% | 131 | -4,305 | -5.18% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 78,597 | 7,904 | 0.57% | 0.53% | 132 | +1,642 | 2.13% | Q1 2026 | Apr 10, 2026 |
| Heirloom Wealth Management | History | Added to | 76,911 | 7,734 | 1.39% | 1.78% | 133 | +15 | 0.02% | Q1 2026 | Apr 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 73,645 | 7,406 | 2.03% | — | 134 | +73,645 | New | Q1 2026 | May 11, 2026 |
| GatePass Capital, LLC | History | Reduced | 73,343 | 7,376 | 3.44% | 3.93% | 135 | -2,739 | -3.6% | Q1 2026 | May 06, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 72,004 | 7,241 | 1.75% | 2.37% | 136 | -21,308 | -22.84% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 71,221 | 7,162 | 0.2% | 0.01% | 137 | +69,216 | 3452.17% | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 71,033 | 7,143 | 0.29% | 0.29% | 138 | -371 | -0.52% | Q1 2026 | Apr 14, 2026 |
| Trek Financial, LLC | History | Added to | 69,670 | 7,006 | 0.37% | 0.23% | 139 | +29,590 | 73.83% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 69,325 | 6,956 | 0.52% | 0.52% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 68,806 | 6,903 | 0.12% | 0.12% | 141 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Planned Solutions, Inc. | History | Added to | 68,569 | 6,895 | 2.26% | 2.17% | 142 | +1,024 | 1.52% | Q1 2026 | Apr 09, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 67,711 | 6,809 | 0.03% | 0.03% | 143 | -2,197 | -3.14% | Q1 2026 | May 13, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 67,050 | 6,743 | 1.05% | 1.0% | 144 | +5,427 | 8.81% | Q1 2026 | Apr 13, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 66,810 | 6,718 | 5.9% | 6.16% | 145 | +760 | 1.15% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 66,751 | 6,713 | 0.05% | 0.02% | 146 | +49,527 | 287.55% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 66,412 | 6,679 | 2.5% | 2.58% | 147 | -4,505 | -6.35% | Q1 2026 | May 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 64,764 | 6,513 | 0.08% | 0.1% | 148 | -10,698 | -14.18% | Q1 2026 | May 15, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 64,591 | 6,495 | 1.24% | 1.3% | 149 | -3,088 | -4.56% | Q1 2026 | May 01, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 64,165 | 6,453 | 1.67% | 1.63% | 150 | -1,749 | -2.65% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 64,152 | 6,451 | 0.15% | 0.13% | 151 | +10,464 | 19.49% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 63,460 | 6,382 | 0.13% | 0.12% | 152 | +5,509 | 9.51% | Q1 2026 | May 14, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 63,048 | 6,340 | 2.12% | 2.05% | 153 | +835 | 1.34% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 62,172 | 6,252 | 0.18% | 0.08% | 154 | +30,340 | 95.31% | Q1 2026 | Apr 28, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 62,129 | 6,248 | 0.17% | 0.16% | 155 | +6,844 | 12.38% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 61,804 | 6,216 | 0.18% | 0.2% | 156 | -4,982 | -7.46% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 61,740 | 6,209 | 0.3% | 0.39% | 157 | -16,100 | -20.68% | Q1 2026 | May 04, 2026 |
| Oceanside Advisors LLC | History | Added to | 61,519 | 6,187 | 3.53% | 3.49% | 158 | +4,134 | 7.2% | Q1 2026 | Apr 28, 2026 |
| PFW Advisors LLC | History | Reduced | 61,077 | 6,142 | 1.93% | 2.28% | 159 | -14,084 | -18.74% | Q1 2026 | Apr 10, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 60,889 | 6,123 | 1.95% | 0.16% | 160 | +56,582 | 1313.72% | Q1 2026 | Apr 24, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 60,719 | 6,106 | 2.48% | 2.04% | 161 | +9,110 | 17.65% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 60,403 | 6,074 | 0.01% | 0.01% | 162 | +12,000 | 24.79% | Q1 2026 | May 14, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 60,354 | 6,069 | 5.68% | 5.51% | 163 | -161 | -0.27% | Q1 2026 | May 08, 2026 |
| Price Capital Management, Inc. | History | New | 60,000 | 6,034 | 85.64% | — | 164 | +60,000 | New | Q1 2026 | May 05, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 59,726 | 6,006 | 1.47% | 1.33% | 165 | +6,088 | 11.35% | Q1 2026 | May 12, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 59,113 | 5,944 | 2.94% | — | 166 | +59,113 | New | Q1 2026 | Apr 16, 2026 |
| TFR Capital, LLC. | History | Added to | 58,049 | 5,837 | 1.79% | 0.85% | 167 | +32,431 | 126.59% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 57,386 | 5,771 | 0.07% | 0.03% | 168 | +31,314 | 120.11% | Q1 2026 | Apr 21, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 57,235 | 5,756 | 1.34% | 1.31% | 169 | +3,475 | 6.46% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 56,805 | 5,712 | 0.22% | 0.23% | 170 | -6,155 | -9.78% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 56,474 | 5,679 | 0.09% | 0.12% | 171 | -14,659 | -20.61% | Q1 2026 | Apr 22, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 56,128 | 5,644 | 0.35% | 0.41% | 172 | -4,982 | -8.15% | Q1 2026 | Apr 28, 2026 |
| City Center Advisors, LLC | History | Reduced | 55,869 | 5,618 | 5.19% | 5.25% | 173 | -991 | -1.74% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 54,999 | 5,531 | 0.03% | 0.03% | 174 | +7,616 | 16.07% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 54,916 | 5,522 | 0.15% | 0.12% | 175 | +11,216 | 25.67% | Q1 2026 | May 04, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 54,497 | 5,480 | 0.81% | 0.73% | 176 | +7,234 | 15.31% | Q1 2026 | Apr 16, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 54,432 | 5,474 | 0.41% | 0.44% | 177 | +382 | 0.71% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 54,510 | 5,471 | 0.06% | 0.06% | 178 | -2,599 | -4.55% | Q1 2026 | Apr 28, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 54,141 | 5,444 | 0.24% | 0.22% | 179 | +2,672 | 5.19% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 53,916 | 5,420 | 0.37% | 0.4% | 180 | +7,385 | 15.87% | Q1 2026 | May 18, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 53,773 | 5,407 | 0.73% | 0.7% | 181 | +2,424 | 4.72% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 53,433 | 5,358 | 0.05% | 0.03% | 182 | +21,434 | 66.98% | Q1 2026 | Apr 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 53,141 | 5,344 | 0.05% | 0.05% | 183 | -637 | -1.18% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 52,494 | 5,279 | 0.04% | 0.05% | 184 | -3,842 | -6.82% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Reduced | 52,214 | 5,251 | 0.08% | 0.09% | 185 | -23 | -0.04% | Q1 2026 | Apr 27, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 51,761 | 5,205 | 2.62% | 2.42% | 186 | +4,266 | 8.98% | Q1 2026 | Apr 16, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 51,705 | 5,199 | 4.09% | 4.18% | 187 | -1,299 | -2.45% | Q1 2026 | Apr 20, 2026 |
| Capital Management Associates, Inc | History | Added to | 51,397 | 5,169 | 1.17% | 0.94% | 188 | +8,829 | 20.74% | Q1 2026 | Apr 22, 2026 |
| Stone Wealth Partners | History | Added to | 51,244 | 5,153 | 4.63% | 4.57% | 189 | +283 | 0.56% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 51,140 | 5,143 | 0.29% | — | 190 | +51,140 | New | Q1 2026 | Apr 22, 2026 |
| ABLE Financial Group, LLC | History | Added to | 51,012 | 5,130 | 1.0% | 0.64% | 191 | +19,378 | 61.26% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 50,357 | 5,064 | 0.2% | — | 192 | +50,357 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 50,191 | 5,047 | 0.11% | 0.11% | 193 | +468 | 0.94% | Q1 2026 | May 15, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 49,649 | 4,993 | 3.71% | 2.08% | 194 | +22,038 | 79.82% | Q1 2026 | Apr 20, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 48,670 | 4,894 | 0.27% | 0.91% | 195 | -93,808 | -65.84% | Q1 2026 | Apr 29, 2026 |
| Jacobi Capital Management LLC | History | Added to | 48,524 | 4,880 | 0.27% | 0.14% | 196 | +24,418 | 101.29% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 47,926 | 4,819 | 0.44% | 0.44% | 197 | +2,026 | 4.41% | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 47,621 | 4,782 | 3.07% | 3.17% | 198 | +2,391 | 5.29% | Q1 2026 | May 06, 2026 |
| SkyOak Wealth, LLC | History | Added to | 47,406 | 4,767 | 0.87% | 0.81% | 199 | +2,405 | 5.34% | Q1 2026 | Apr 30, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 46,948 | 4,721 | 1.41% | 1.34% | 200 | +2,326 | 5.21% | Q1 2026 | May 05, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 46,867 | 4,713 | 3.48% | 3.35% | 201 | -7,699 | -14.11% | Q1 2026 | May 08, 2026 |
| Values First Advisors, Inc. | History | Added to | 46,802 | 4,706 | 2.45% | 2.38% | 202 | +1,072 | 2.34% | Q1 2026 | Apr 17, 2026 |
| Curi Capital, LLC | History | Reduced | 46,502 | 4,676 | 0.08% | 0.1% | 203 | -10,074 | -17.81% | Q1 2026 | May 15, 2026 |
| CIM, LLC | History | Added to | 46,417 | 4,668 | 0.67% | 0.6% | 204 | +550 | 1.2% | Q1 2026 | May 18, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 45,358 | 4,561 | 0.22% | 0.24% | 205 | -5,021 | -9.97% | Q1 2026 | Apr 17, 2026 |
| Friedenthal Financial | History | Added to | 44,879 | 4,513 | 2.26% | 0.21% | 206 | +40,767 | 991.42% | Q1 2026 | Apr 20, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 44,618 | 4,487 | 0.83% | 0.78% | 207 | +3,194 | 7.71% | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 44,420 | 4,467 | 0.18% | 0.17% | 208 | +4,318 | 10.77% | Q1 2026 | May 12, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 43,783 | 4,403 | 2.23% | 2.32% | 209 | +662 | 1.54% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 43,078 | 4,332 | 0.1% | 0.09% | 210 | +4,277 | 11.02% | Q1 2026 | May 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 42,487 | 4,272 | 2.77% | 2.39% | 211 | +9,069 | 27.14% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Reduced | 42,208 | 4,244 | 0.23% | 0.2% | 212 | -2,511 | -5.62% | Q1 2026 | May 14, 2026 |
| Oxinas Partners, LLC | History | Added to | 41,833 | 4,207 | 1.92% | 1.31% | 213 | +14,713 | 54.25% | Q1 2026 | Apr 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 41,779 | 4,201 | 0.19% | 0.24% | 214 | -2,373 | -5.37% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 41,534 | 4,177 | 0.02% | 0.02% | 215 | +2,046 | 5.18% | Q1 2026 | Apr 30, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 41,385 | 4,161 | 0.64% | 0.76% | 216 | -5,688 | -12.08% | Q1 2026 | May 04, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 40,991 | 4,122 | 0.57% | 0.58% | 217 | +1,208 | 3.04% | Q1 2026 | Apr 16, 2026 |
| Flatrock Wealth Partners LLC | History | New | 39,155 | 3,937 | 1.77% | — | 218 | +39,155 | New | Q1 2026 | Apr 29, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 39,081 | 3,930 | 0.35% | 0.09% | 219 | +31,211 | 396.58% | Q1 2026 | May 12, 2026 |
| Wealth Advisors of Iowa, LLC | History | New | 38,595 | 3,881 | 1.2% | — | 220 | +38,595 | New | Q1 2026 | May 13, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 38,094 | 3,831 | 2.55% | 2.03% | 221 | +8,661 | 29.43% | Q1 2026 | Apr 09, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 37,660 | 3,787 | 1.56% | 1.42% | 222 | +1,510 | 4.18% | Q1 2026 | Apr 22, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 37,563 | 3,777 | 1.1% | 1.1% | 223 | -335 | -0.88% | Q1 2026 | Apr 10, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 37,501 | 3,771 | 0.48% | 0.5% | 224 | +1,259 | 3.47% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 36,909 | 3,711 | 0.05% | 0.09% | 225 | -30,418 | -45.18% | Q1 2026 | May 12, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 36,728 | 3,693 | 2.39% | 2.36% | 226 | +120 | 0.33% | Q1 2026 | Apr 24, 2026 |
| STEPHENS INC /AR/ | History | Added to | 36,116 | 3,632 | 0.05% | 0.04% | 227 | +3,028 | 9.15% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 35,990 | 3,619 | 0.04% | 0.02% | 228 | +11,839 | 49.02% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 35,596 | 3,579 | 0.0% | 0.0% | 229 | -7,819 | -18.01% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | Added to | 35,406 | 3,560 | 1.93% | 1.91% | 230 | +570 | 1.64% | Q1 2026 | May 01, 2026 |
| Norris Financial Group, LLC | History | Added to | 34,984 | 3,518 | 1.15% | 0.79% | 231 | +11,951 | 51.89% | Q1 2026 | May 20, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 34,924 | 3,512 | 0.35% | 0.03% | 232 | +32,307 | 1234.51% | Q1 2026 | May 14, 2026 |
| Adams Wealth Management | History | Reduced | 34,502 | 3,469 | 0.76% | 0.92% | 233 | -8,275 | -19.34% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 34,317 | 3,451 | 0.19% | 0.01% | 234 | +31,884 | 1310.48% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 34,396 | 3,449 | 0.06% | 0.05% | 235 | +8,309 | 31.85% | Q1 2026 | May 14, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 33,881 | 3,407 | 1.34% | 1.46% | 236 | -2,845 | -7.75% | Q1 2026 | May 04, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 33,780 | 3,397 | 0.08% | 0.07% | 237 | +858 | 2.61% | Q1 2026 | May 13, 2026 |
| WJ Interests, LLC | History | Reduced | 33,776 | 3,396 | 1.3% | 1.52% | 238 | -1,541 | -4.36% | Q1 2026 | Apr 20, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 33,476 | 3,366 | 2.48% | 2.43% | 239 | +441 | 1.33% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 33,344 | 3,353 | 1.23% | 1.12% | 240 | +2,493 | 8.08% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 33,297 | 3,348 | 0.16% | 0.49% | 241 | -73,876 | -68.93% | Q1 2026 | Apr 29, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 33,172 | 3,333 | 0.2% | 0.25% | 242 | -4,241 | -11.34% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 32,962 | 3,316 | 0.03% | 0.02% | 243 | +2,676 | 8.84% | Q1 2026 | May 14, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 32,737 | 3,292 | 1.79% | 1.8% | 244 | +90 | 0.28% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 32,529 | 3,271 | 0.04% | 0.03% | 245 | +10,536 | 47.91% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 32,250 | 3,243 | 0.01% | 0.01% | 246 | -241 | -0.74% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 31,568 | 3,174 | 0.0% | 0.01% | 247 | -56,699 | -64.24% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 31,221 | 3,139 | 0.11% | 0.09% | 248 | +6,541 | 26.5% | Q1 2026 | May 13, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 31,041 | 3,121 | 0.73% | 0.84% | 249 | -5,144 | -14.22% | Q1 2026 | May 08, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 30,757 | 3,093 | 3.32% | — | 250 | +30,757 | New | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 30,685 | 3,085 | 2.47% | 2.31% | 251 | +3,815 | 14.2% | Q1 2026 | May 01, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 30,563 | 3,073 | 2.38% | 1.91% | 252 | +7,288 | 31.31% | Q1 2026 | Apr 07, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 29,655 | 2,982 | 0.04% | 0.03% | 253 | +2,850 | 10.63% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 29,434 | 2,960 | 0.55% | 0.58% | 254 | -1,231 | -4.01% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 29,367 | 2,953 | 0.18% | 0.07% | 255 | +17,767 | 153.16% | Q1 2026 | May 13, 2026 |
| TFB Advisors LLC | History | Reduced | 29,297 | 2,946 | 1.54% | 1.14% | 256 | -11,280 | -27.8% | Q1 2026 | Apr 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 29,036 | 2,920 | 0.57% | 0.19% | 257 | +19,803 | 214.48% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 28,907 | 2,907 | 0.0% | 0.01% | 258 | -11,384 | -28.25% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 28,894 | 2,906 | 0.33% | 0.34% | 259 | -824 | -2.77% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 28,778 | 2,885 | 0.01% | 0.04% | 260 | -41,457 | -59.03% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 28,591 | 2,875 | 0.22% | 0.16% | 261 | +2,074 | 7.82% | Q1 2026 | May 20, 2026 |
| Sage Capital Management, LLC | History | Reduced | 28,377 | 2,854 | 1.34% | 1.43% | 262 | -2,448 | -7.94% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Reduced | 28,245 | 2,840 | 0.13% | 0.14% | 263 | -2,890 | -9.28% | Q1 2026 | Apr 30, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 27,337 | 2,749 | 0.81% | 0.78% | 264 | +1,555 | 6.03% | Q1 2026 | Apr 16, 2026 |
| Compass Financial Group, Inc. | History | Added to | 27,291 | 2,744 | 1.24% | 1.19% | 265 | +373 | 1.39% | Q1 2026 | May 05, 2026 |
| Essential Planning, LLC. | History | Added to | 27,237 | 2,739 | 0.87% | 0.61% | 266 | +8,069 | 42.1% | Q1 2026 | Apr 22, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 27,140 | 2,729 | 1.35% | 1.38% | 267 | -303 | -1.1% | Q1 2026 | Apr 23, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 26,658 | 2,680 | 0.08% | 0.08% | 268 | -1,385 | -4.94% | Q1 2026 | May 12, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 26,380 | 2,653 | 1.66% | — | 269 | +26,380 | New | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Added to | 26,320 | 2,647 | 0.03% | 0.01% | 270 | +17,317 | 192.35% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 26,160 | 2,630 | 2.04% | 2.31% | 271 | -3,481 | -11.74% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 26,130 | 2,627 | 0.08% | 0.04% | 272 | +4,205 | 19.18% | Q1 2026 | Apr 29, 2026 |
| Towneley Capital Management, Inc / DE | History | New | 26,068 | 2,621 | 0.55% | — | 273 | +26,068 | New | Q1 2026 | Apr 21, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 25,920 | 2,609 | 0.44% | 0.49% | 274 | -1,294 | -4.75% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 25,928 | 2,607 | 0.02% | 0.02% | 275 | -315 | -1.2% | Q1 2026 | May 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 25,610 | 2,575 | 0.2% | 0.19% | 276 | +1,954 | 8.26% | Q1 2026 | May 07, 2026 |
| Net Worth Advisory Group | History | Reduced | 25,354 | 2,549 | 0.53% | 0.63% | 277 | -5,620 | -18.14% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 25,028 | 2,517 | 0.02% | — | 278 | +25,028 | New | Q1 2026 | May 01, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 25,025 | 2,516 | 0.79% | 0.09% | 279 | +22,309 | 821.39% | Q1 2026 | Apr 15, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 24,724 | 2,486 | 1.68% | 1.41% | 280 | +4,749 | 23.77% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 24,692 | 2,484 | 0.01% | 0.01% | 281 | -2,017 | -7.55% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 24,618 | 2,475 | 0.05% | 0.02% | 282 | +12,023 | 95.46% | Q1 2026 | Apr 17, 2026 |
| PAX Financial Group, LLC | History | Added to | 24,173 | 2,431 | 0.41% | 0.39% | 283 | +1,713 | 7.63% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 23,980 | 2,411 | 0.13% | 0.14% | 284 | -2,996 | -11.11% | Q1 2026 | May 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 23,579 | 2,371 | 1.65% | 1.66% | 285 | -597 | -2.47% | Q1 2026 | May 08, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 23,450 | 2,358 | 1.49% | 2.47% | 286 | -15,137 | -39.23% | Q1 2026 | Apr 20, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 23,041 | 2,317 | 0.24% | 0.19% | 287 | +5,257 | 29.56% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 23,090 | 2,315 | 0.12% | 0.08% | 288 | +6,585 | 39.9% | Q1 2026 | May 12, 2026 |
| Somerset Group LLC | History | Added to | 22,906 | 2,302 | 1.71% | 1.61% | 289 | +1,660 | 7.81% | Q1 2026 | May 13, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 22,850 | 2,297 | 0.34% | 0.27% | 290 | +5,257 | 29.88% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 22,165 | 2,229 | 0.08% | 0.04% | 291 | -6,059 | -21.47% | Q1 2026 | Apr 23, 2026 |
| Ruggaard & Associates LLC | History | No change | 21,862 | 2,193 | 0.86% | 0.86% | 292 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| PFG Investments, LLC | History | Added to | 21,789 | 2,191 | 0.1% | 0.07% | 293 | +6,613 | 43.58% | Q1 2026 | Apr 27, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 21,765 | 2,188 | 0.43% | 0.42% | 294 | +289 | 1.35% | Q1 2026 | Apr 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 21,419 | 2,154 | 0.13% | 0.11% | 295 | +3,558 | 19.92% | Q1 2026 | May 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 21,335 | 2,145 | 0.58% | 0.6% | 296 | -9 | -0.04% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | Added to | 21,264 | 2,138 | 0.23% | 0.3% | 297 | +3,347 | 18.68% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,244 | 2,136 | 0.03% | 0.03% | 298 | -1,494 | -6.57% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 21,161 | 2,128 | 0.05% | 0.03% | 299 | +8,225 | 63.58% | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 21,087 | 2,120 | 0.04% | 0.04% | 300 | +3,557 | 20.29% | Q1 2026 | Apr 15, 2026 |
| ALTFEST L J & CO INC | History | Added to | 20,585 | 2,070 | 0.22% | 0.22% | 301 | +147 | 0.72% | Q1 2026 | Apr 28, 2026 |
| Klingman & Associates, LLC | History | No change | 20,500 | 2,061 | 0.1% | 0.1% | 302 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Foundry Financial LLC | History | New | 20,385 | 2,050 | 0.87% | — | 303 | +20,385 | New | Q1 2026 | Apr 21, 2026 |
| HCR Wealth Advisors | History | Reduced | 20,378 | 2,049 | 0.21% | 0.2% | 304 | -250 | -1.21% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 20,232 | 2,034 | 0.11% | 0.11% | 305 | -116 | -0.57% | Q1 2026 | May 15, 2026 |
| Unified Investment Management | History | Added to | 20,079 | 2,019 | 2.06% | 2.02% | 306 | +25 | 0.12% | Q1 2026 | Apr 29, 2026 |
| HighPoint Advisor Group LLC | History | New | 19,968 | 2,008 | 0.08% | — | 307 | +19,968 | New | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 19,853 | 1,996 | 0.24% | 0.24% | 308 | +87 | 0.44% | Q1 2026 | Apr 23, 2026 |
| SYM FINANCIAL Corp | History | Added to | 19,746 | 1,985 | 0.2% | 0.18% | 309 | +2,610 | 15.23% | Q1 2026 | May 08, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 19,725 | 1,983 | 0.41% | 0.44% | 310 | -927 | -4.49% | Q1 2026 | May 15, 2026 |
| ETF Store, Inc. | History | Reduced | 19,577 | 1,968 | 1.92% | 2.02% | 311 | -182 | -0.92% | Q1 2026 | Apr 30, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 19,518 | 1,962 | 1.82% | 1.6% | 312 | +1,333 | 7.33% | Q1 2026 | Apr 07, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 19,342 | 1,945 | 0.6% | 0.39% | 313 | +1,322 | 7.34% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 19,201 | 1,931 | 0.05% | 0.05% | 314 | +389 | 2.07% | Q1 2026 | May 14, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 19,109 | 1,921 | 1.3% | 1.41% | 315 | -2,126 | -10.01% | Q1 2026 | May 07, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 19,092 | 1,920 | 0.05% | 0.04% | 316 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 18,925 | 1,903 | 0.04% | 0.03% | 317 | +7,814 | 70.33% | Q1 2026 | May 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 18,926 | 1,903 | 1.45% | 1.4% | 318 | -73 | -0.38% | Q1 2026 | May 08, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 18,751 | 1,885 | 0.29% | 0.28% | 319 | -1,035 | -5.23% | Q1 2026 | May 06, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 18,662 | 1,876 | 1.68% | 1.67% | 320 | -776 | -3.99% | Q1 2026 | Apr 16, 2026 |
| SageView Advisory Group, LLC | History | No change | 18,443 | 1,850 | 0.06% | 0.06% | 321 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 18,315 | 1,841 | 0.03% | — | 322 | +18,315 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 18,259 | 1,836 | 0.13% | — | 323 | +18,259 | New | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 18,209 | 1,831 | 0.06% | 0.0% | 324 | +17,938 | 6619.19% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 18,189 | 1,829 | 0.4% | 0.94% | 325 | -22,637 | -55.45% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,850 | 1,795 | 0.0% | 0.0% | 326 | +3,162 | 21.53% | Q1 2026 | May 08, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 17,746 | 1,784 | 0.27% | 0.29% | 327 | -1,586 | -8.2% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,731 | 1,783 | 0.0% | 0.0% | 328 | +14,164 | 397.08% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 17,666 | 1,776 | 0.07% | 0.05% | 329 | +2,890 | 19.56% | Q1 2026 | Apr 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 17,519 | 1,761 | 0.44% | 0.46% | 330 | -955 | -5.17% | Q1 2026 | Apr 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 17,465 | 1,756 | 0.93% | 0.98% | 331 | -4 | -0.02% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 17,233 | 1,733 | 0.08% | 0.13% | 332 | -9,556 | -35.67% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 17,073 | 1,717 | 0.0% | 0.0% | 333 | -3,529 | -17.13% | Q1 2026 | May 15, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 16,751 | 1,684 | 0.56% | 0.54% | 334 | +38 | 0.23% | Q1 2026 | May 06, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 16,743 | 1,680 | 0.45% | 0.45% | 335 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 16,594 | 1,668 | 0.36% | 0.23% | 336 | +5,528 | 49.95% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,582 | 1,667 | 0.0% | 0.0% | 337 | +95 | 0.58% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 16,452 | 1,654 | 0.04% | 0.03% | 338 | +2,260 | 15.92% | Q1 2026 | May 01, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 16,435 | 1,652 | 0.65% | 0.66% | 339 | -614 | -3.6% | Q1 2026 | Apr 22, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 16,302 | 1,639 | 1.38% | 1.25% | 340 | +1,785 | 12.3% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 16,075 | 1,616 | 0.01% | 0.01% | 341 | -1,480 | -8.43% | Q1 2026 | May 14, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 15,970 | 1,606 | 0.07% | 0.07% | 342 | -700 | -4.2% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Added to | 15,949 | 1,603 | 0.05% | 0.05% | 343 | +152 | 0.96% | Q1 2026 | Apr 22, 2026 |
| FCA CORP /TX | History | Added to | 15,792 | 1,588 | 0.45% | 0.4% | 344 | +1,508 | 10.56% | Q1 2026 | May 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 15,680 | 1,576 | 0.18% | 0.13% | 345 | +3,235 | 25.99% | Q1 2026 | May 04, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 15,668 | 1,575 | 0.1% | 0.11% | 346 | -700 | -4.28% | Q1 2026 | Apr 27, 2026 |
| Essex Bank | History | Added to | 15,659 | 1,574 | 0.35% | 0.25% | 347 | +4,021 | 34.55% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 15,536 | 1,562 | 0.02% | 0.01% | 348 | +6,312 | 68.43% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 15,497 | 1,555 | 0.03% | 0.04% | 349 | -1,372 | -8.13% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | New | 15,451 | 1,553 | 0.02% | — | 350 | +15,451 | New | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 15,187 | 1,527 | 0.0% | 0.0% | 351 | -1,495 | -8.96% | Q1 2026 | May 08, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 15,171 | 1,525 | 0.2% | 0.21% | 352 | -518 | -3.3% | Q1 2026 | May 04, 2026 |
| Mittelman Wealth Management | History | New | 15,130 | 1,521 | 0.95% | — | 353 | +15,130 | New | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,992 | 1,508 | 0.01% | 0.01% | 354 | +4,391 | 41.42% | Q1 2026 | Apr 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 14,693 | 1,477 | 0.03% | 0.03% | 355 | +46 | 0.31% | Q1 2026 | May 01, 2026 |
| Strategic Blueprint, LLC | History | Added to | 14,385 | 1,446 | 0.08% | 0.03% | 356 | +9,881 | 219.38% | Q1 2026 | Apr 29, 2026 |
| Noble Wealth Management PBC | History | Reduced | 14,347 | 1,442 | 0.73% | 0.83% | 357 | -2,113 | -12.84% | Q1 2026 | Apr 02, 2026 |
| Montis Financial, LLC | History | Reduced | 14,267 | 1,434 | 0.3% | 0.33% | 358 | -2,250 | -13.62% | Q1 2026 | May 11, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 14,218 | 1,429 | 0.44% | 0.43% | 359 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HUB Investment Partners, LLC | History | New | 14,091 | 1,417 | 0.03% | — | 360 | +14,091 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,038 | 1,411 | 0.13% | 0.1% | 361 | +2,755 | 24.42% | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | Reduced | 14,005 | 1,408 | 0.07% | 0.09% | 362 | -6,622 | -32.1% | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | Added to | 13,702 | 1,377 | 0.06% | 0.07% | 363 | +451 | 3.4% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 13,645 | 1,372 | 0.15% | 0.16% | 364 | -520 | -3.67% | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 13,612 | 1,368 | 0.15% | 0.13% | 365 | +325 | 2.45% | Q1 2026 | Apr 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,572 | 1,364 | 0.0% | 0.0% | 366 | +5,941 | 77.85% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Reduced | 13,483 | 1,356 | 0.05% | 0.19% | 367 | -27,246 | -66.9% | Q1 2026 | May 19, 2026 |
| Pathstone Holdings, LLC | History | Added to | 13,492 | 1,356 | 0.01% | 0.01% | 368 | +90 | 0.67% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 13,483 | 1,355 | 0.07% | 0.06% | 369 | +2,670 | 24.69% | Q1 2026 | Apr 15, 2026 |
| Birch Capital Management, LLC | History | Added to | 13,151 | 1,322 | 0.69% | 0.64% | 370 | +274 | 2.13% | Q1 2026 | Apr 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 13,046 | 1,312 | 0.01% | 0.0% | 372 | +10,781 | 475.98% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 13,055 | 1,312 | 0.02% | 0.02% | 371 | -64 | -0.49% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,961 | 1,303 | 0.02% | 0.01% | 373 | +7,855 | 153.84% | Q1 2026 | May 13, 2026 |
| Merited Wealth, LLC | History | Added to | 12,958 | 1,303 | 1.08% | 1.2% | 374 | +24 | 0.19% | Q1 2026 | Apr 24, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 12,951 | 1,299 | 0.35% | 0.35% | 375 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 12,832 | 1,290 | 0.2% | 0.3% | 376 | -7,496 | -36.88% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,723 | 1,280 | 0.02% | 0.02% | 377 | -95 | -0.74% | Q1 2026 | Apr 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 12,656 | 1,272 | 0.01% | 0.01% | 378 | +6,260 | 97.87% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | New | 12,519 | 1,258 | 0.03% | — | 380 | +12,519 | New | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 12,509 | 1,258 | 0.03% | 0.03% | 379 | -30 | -0.24% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | New | 12,097 | 1,218 | 0.1% | — | 381 | +12,097 | New | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 12,096 | 1,216 | 1.07% | 1.08% | 382 | +64 | 0.53% | Q1 2026 | May 06, 2026 |
| Creative Capital Management Investments LLC | History | No change | 11,935 | 1,200 | 0.34% | 0.36% | 383 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Added to | 11,807 | 1,187 | 0.01% | 0.0% | 384 | +3,167 | 36.66% | Q1 2026 | May 04, 2026 |
| Carnegie Investment Counsel | History | No change | 11,743 | 1,180 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 11,663 | 1,172 | 0.41% | 0.37% | 386 | +2,204 | 23.3% | Q1 2026 | Apr 21, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 11,635 | 1,170 | 1.84% | 0.9% | 387 | +6,632 | 132.56% | Q1 2026 | Apr 13, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 11,643 | 1,170 | 0.55% | 0.86% | 388 | -5,980 | -33.93% | Q1 2026 | Apr 30, 2026 |
| FreeGulliver LLC | History | New | 11,435 | 1,150 | 0.48% | — | 389 | +11,435 | New | Q1 2026 | May 15, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 11,430 | 1,149 | 0.32% | 0.35% | 390 | -1,660 | -12.68% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | No change | 11,310 | 1,137 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 11,277 | 1,134 | 0.01% | 0.01% | 392 | +40 | 0.36% | Q1 2026 | May 11, 2026 |
| L & S Advisors Inc | History | Added to | 11,165 | 1,122 | 0.14% | 0.08% | 393 | +2,471 | 28.42% | Q1 2026 | May 11, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 10,955 | 1,101 | 0.9% | 0.96% | 394 | -2,728 | -19.94% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Reduced | 10,928 | 1,099 | 0.04% | 0.04% | 395 | -113 | -1.02% | Q1 2026 | May 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 10,845 | 1,090 | 1.15% | 0.73% | 397 | +6,982 | 180.74% | Q1 2026 | May 13, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 10,843 | 1,090 | 0.11% | 0.12% | 396 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Added to | 10,698 | 1,075 | 0.25% | 0.17% | 398 | +3,200 | 42.68% | Q1 2026 | Apr 16, 2026 |
| Hamilton Wealth, LLC | History | Added to | 10,660 | 1,072 | 0.08% | 0.08% | 399 | +6,430 | 152.01% | Q1 2026 | May 18, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 10,398 | 1,045 | 0.62% | 0.67% | 400 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 10,263 | 1,032 | 0.9% | 0.89% | 401 | +251 | 2.51% | Q1 2026 | May 04, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 10,256 | 1,031 | 0.37% | 0.38% | 402 | -998 | -8.87% | Q1 2026 | Apr 10, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 10,189 | 1,024 | 0.13% | 0.13% | 403 | +655 | 6.87% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,143 | 1,020 | 0.05% | 0.05% | 404 | -1,631 | -13.85% | Q1 2026 | May 18, 2026 |
| Heritage Wealth Advisors | History | Reduced | 10,087 | 1,014 | 0.04% | 0.04% | 405 | -1,517 | -13.07% | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 9,935 | 999 | 0.11% | 0.1% | 406 | +610 | 6.54% | Q1 2026 | May 11, 2026 |
| Oak Grove Capital LLC | History | Added to | 9,884 | 994 | 0.08% | 0.09% | 407 | +2,384 | 31.79% | Q1 2026 | May 13, 2026 |
| ALLIANZ SE | History | No change | 9,838 | 989 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 9,721 | 977 | 0.11% | 0.04% | 409 | +7,085 | 268.78% | Q1 2026 | May 15, 2026 |
| DeDora Capital, Inc. | History | No change | 9,441 | 949 | 0.23% | 0.22% | 410 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Management Professionals, Inc. | History | No change | 9,346 | 939 | 0.11% | 0.1% | 411 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 9,326 | 937 | 0.03% | 0.05% | 412 | -6,551 | -41.26% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 9,306 | 935 | 0.07% | — | 413 | +9,306 | New | Q1 2026 | Apr 28, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Reduced | 9,286 | 934 | 0.66% | 0.66% | 414 | -300 | -3.13% | Q1 2026 | May 08, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 9,104 | 915 | 0.32% | 0.32% | 415 | +8 | 0.09% | Q1 2026 | Apr 23, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 9,063 | 911 | 0.06% | 0.06% | 416 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 9,035 | 908 | 0.21% | 0.23% | 417 | -385 | -4.09% | Q1 2026 | Apr 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 9,027 | 907 | 0.01% | 0.0% | 418 | +5,251 | 139.06% | Q1 2026 | Apr 29, 2026 |
| Opus Financial Solutions LLC | History | Added to | 8,989 | 903 | 0.85% | 0.6% | 419 | +2,637 | 41.51% | Q1 2026 | May 08, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 8,940 | 899 | 0.68% | 0.71% | 420 | +470 | 5.55% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 8,879 | 893 | 0.01% | — | 421 | +8,879 | New | Q1 2026 | May 13, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 8,812 | 886 | 0.23% | 0.21% | 422 | +236 | 2.75% | Q1 2026 | Apr 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,702 | 875 | 0.02% | 0.02% | 423 | -513 | -5.57% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,669 | 871 | 0.02% | 0.02% | 424 | -551 | -5.98% | Q1 2026 | Apr 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 8,595 | 864 | 0.44% | 0.4% | 425 | +939 | 12.26% | Q1 2026 | May 15, 2026 |
| Financial Guidance Group, Inc. | History | No change | 8,544 | 859 | 0.35% | 0.35% | 426 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WealthCollab, LLC | History | Added to | 8,474 | 852 | 0.35% | 0.35% | 427 | +50 | 0.59% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,435 | 848 | 0.21% | — | 428 | +8,435 | New | Q1 2026 | May 12, 2026 |
| Summa Corp. | History | Reduced | 8,400 | 844 | 0.35% | 0.38% | 429 | -400 | -4.55% | Q1 2026 | Apr 30, 2026 |
| Berman McAleer LLC | History | Reduced | 8,369 | 841 | 0.11% | 0.15% | 430 | -2,650 | -24.05% | Q1 2026 | Apr 17, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 8,290 | 833 | 0.12% | 0.13% | 431 | -234 | -2.75% | Q1 2026 | Apr 21, 2026 |
| Transcendent Capital Group LLC | History | Added to | 8,237 | 828 | 0.38% | 0.37% | 432 | +20 | 0.24% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | Added to | 8,226 | 824 | 0.17% | 0.21% | 433 | +1,319 | 19.1% | Q1 2026 | May 11, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 8,183 | 822 | 0.18% | 0.19% | 434 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 8,154 | 820 | 0.24% | 0.27% | 435 | -698 | -7.89% | Q1 2026 | Apr 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 8,129 | 817 | 0.01% | 0.01% | 436 | +84 | 1.04% | Q1 2026 | May 01, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,110 | 815 | 0.05% | 0.05% | 437 | +17 | 0.21% | Q1 2026 | Apr 27, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 8,105 | 814 | 0.1% | 0.12% | 438 | -893 | -9.92% | Q1 2026 | Apr 20, 2026 |
| Fermata Advisors, LLC | History | New | 8,025 | 807 | 0.18% | — | 439 | +8,025 | New | Q1 2026 | Apr 08, 2026 |
| Redwood Investment Management, LLC | History | Added to | 8,019 | 806 | 0.1% | 0.08% | 440 | +500 | 6.65% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,008 | 805 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 7,989 | 803 | 0.02% | 0.02% | 442 | +56 | 0.71% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 7,980 | 802 | 0.32% | 0.34% | 443 | -370 | -4.43% | Q1 2026 | May 01, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 7,939 | 798 | 0.03% | 0.04% | 444 | -3,722 | -31.92% | Q1 2026 | May 07, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 7,754 | 779 | 0.79% | 0.57% | 445 | -1,911 | -19.77% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,700 | 774 | 0.03% | 0.03% | 446 | +1,363 | 21.51% | Q1 2026 | Apr 28, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 7,652 | 769 | 0.29% | 0.29% | 447 | -600 | -7.27% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 7,614 | 765 | 0.0% | 0.0% | 448 | -1,335 | -14.92% | Q1 2026 | May 15, 2026 |
| Crown Wealth Group, LLC | History | Added to | 7,604 | 764 | 0.22% | 0.12% | 449 | +3,291 | 76.3% | Q1 2026 | Apr 21, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 7,600 | 762 | 0.32% | 0.32% | 450 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7,569 | 761 | 0.08% | 0.08% | 451 | -342 | -4.32% | Q1 2026 | Apr 28, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 7,576 | 760 | 0.03% | 0.03% | 452 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 7,535 | 757 | 0.01% | — | 453 | +7,535 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,513 | 755 | 0.0% | 0.0% | 454 | +1,669 | 28.56% | Q1 2026 | Apr 15, 2026 |
| Intellus Advisors LLC | History | Reduced | 7,514 | 755 | 0.1% | 0.1% | 455 | -132 | -1.73% | Q1 2026 | May 07, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 7,475 | 751 | 0.02% | 0.02% | 456 | -700 | -8.56% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 7,491 | 751 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 7,388 | 743 | 0.19% | 0.51% | 458 | -12,857 | -63.51% | Q1 2026 | Apr 16, 2026 |
| Balboa Wealth Partners | History | Added to | 7,389 | 743 | 0.12% | 0.11% | 459 | +530 | 7.73% | Q1 2026 | Apr 16, 2026 |
| Smithfield Trust Co | History | Reduced | 7,294 | 733 | 0.03% | 0.03% | 460 | -392 | -5.1% | Q1 2026 | May 08, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 7,194 | 723 | 0.14% | 0.24% | 461 | -4,662 | -39.32% | Q1 2026 | May 12, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 7,092 | 713 | 0.28% | 0.4% | 462 | -2,709 | -27.64% | Q1 2026 | Apr 08, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 7,087 | 712 | 0.14% | 0.14% | 463 | -349 | -4.69% | Q1 2026 | Apr 23, 2026 |
| Ceeto Capital Group, LLC | History | New | 7,000 | 704 | 0.22% | — | 464 | +7,000 | New | Q1 2026 | May 14, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 6,898 | 693 | 0.19% | 0.14% | 466 | +2,009 | 41.09% | Q1 2026 | Apr 08, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 6,900 | 693 | 0.38% | 0.3% | 465 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Vigilare Wealth Management | History | Added to | 6,865 | 690 | 0.23% | 0.14% | 467 | +2,686 | 64.27% | Q1 2026 | Apr 01, 2026 |
| Peak Asset Management, LLC | History | No change | 6,860 | 689 | 0.12% | 0.12% | 468 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Element Wealth, LLC | History | Reduced | 6,828 | 686 | 0.28% | 0.29% | 469 | -80 | -1.16% | Q1 2026 | May 04, 2026 |
| CGC Financial Services, LLC | History | Reduced | 6,715 | 675 | 0.2% | 0.19% | 470 | -376 | -5.3% | Q1 2026 | Apr 13, 2026 |
| Simmons Bank | History | Reduced | 6,613 | 665 | 0.04% | 0.14% | 471 | -14,762 | -69.06% | Q1 2026 | Apr 23, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 6,507 | 654 | 0.63% | 0.65% | 472 | +13 | 0.2% | Q1 2026 | May 05, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 6,486 | 652 | 0.11% | 0.13% | 473 | -3,315 | -33.82% | Q1 2026 | Apr 28, 2026 |
| SlateStone Wealth, LLC | History | New | 6,447 | 648 | 0.05% | — | 474 | +6,447 | New | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 6,384 | 641 | 0.08% | 0.08% | 475 | +125 | 2.0% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | No change | 6,350 | 638 | 0.05% | 0.05% | 476 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stenger Family Office, LLC | History | New | 6,322 | 635 | 0.11% | — | 477 | +6,322 | New | Q1 2026 | Apr 29, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 6,314 | 634 | 0.01% | 0.01% | 478 | -657 | -9.42% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,258 | 629 | 0.01% | 0.01% | 479 | +1,318 | 26.68% | Q1 2026 | May 01, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 6,118 | 615 | 0.32% | 0.14% | 481 | +3,494 | 133.16% | Q1 2026 | Apr 20, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 6,117 | 615 | 0.21% | 0.2% | 480 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,111 | 614 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,103 | 613 | 0.0% | — | 483 | +6,103 | New | Q1 2026 | May 14, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 6,068 | 610 | 0.14% | 0.12% | 484 | +1,054 | 21.02% | Q1 2026 | Apr 24, 2026 |
| JT Stratford LLC | History | Added to | 6,047 | 608 | 0.08% | 0.08% | 485 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 6,041 | 607 | 0.42% | 0.45% | 486 | -193 | -3.1% | Q1 2026 | May 14, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 5,975 | 600 | 0.12% | 0.11% | 487 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,811 | 584 | 0.02% | 0.03% | 488 | -4,109 | -41.42% | Q1 2026 | May 11, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 5,765 | 579 | 0.24% | 0.23% | 489 | +29 | 0.51% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,601 | 564 | 0.01% | — | 490 | +5,601 | New | Q1 2026 | May 01, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 5,602 | 563 | 0.29% | 0.29% | 491 | +216 | 4.01% | Q1 2026 | May 13, 2026 |
| Nordwand Advisors, LLC | History | Added to | 5,503 | 553 | 0.1% | 0.05% | 493 | +2,924 | 113.38% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | Reduced | 5,506 | 553 | 0.12% | 0.13% | 492 | -429 | -7.23% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 5,433 | 546 | 0.0% | 0.0% | 494 | +2,758 | 103.1% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 5,421 | 543 | 0.1% | 0.1% | 495 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ancora Advisors LLC | History | Added to | 5,339 | 536 | 0.01% | 0.01% | 496 | +2 | 0.04% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,295 | 532 | 0.0% | 0.0% | 497 | +678 | 14.68% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 5,254 | 528 | 0.04% | 0.02% | 498 | +3,100 | 143.92% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 5,236 | 527 | 0.02% | 0.01% | 499 | +2,570 | 96.4% | Q1 2026 | May 15, 2026 |
| Midway Capital Research & Management | History | Reduced | 5,250 | 527 | 0.5% | 0.56% | 500 | -500 | -8.7% | Q1 2026 | Apr 13, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 5,235 | 526 | 0.05% | 0.05% | 501 | +4 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 5,120 | 514 | 0.19% | 0.26% | 502 | -89 | -1.71% | Q1 2026 | May 12, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 5,096 | 512 | 0.15% | 0.16% | 503 | -891 | -14.88% | Q1 2026 | Apr 16, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 5,006 | 503 | 0.08% | — | 504 | +5,006 | New | Q1 2026 | Apr 21, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 4,958 | 498 | 0.19% | — | 505 | +4,958 | New | Q1 2026 | Apr 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 4,939 | 496 | 0.18% | — | 507 | +4,939 | New | Q1 2026 | Apr 09, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 4,950 | 496 | 0.1% | 0.1% | 506 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 4,929 | 495 | 0.11% | 0.1% | 508 | +608 | 14.07% | Q1 2026 | Apr 22, 2026 |
| Quartz Partners, LLC | History | Reduced | 4,878 | 490 | 0.19% | 0.33% | 509 | -4,019 | -45.17% | Q1 2026 | May 05, 2026 |
| Parker Financial LLC | History | New | 4,841 | 486 | 0.19% | — | 510 | +4,841 | New | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 4,822 | 484 | 0.03% | 0.02% | 511 | -125 | -2.53% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,794 | 482 | 0.02% | 0.02% | 513 | -828 | -14.73% | Q1 2026 | Apr 14, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 4,809 | 482 | 0.1% | 0.1% | 512 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,785 | 481 | 0.02% | 0.02% | 514 | +981 | 25.79% | Q1 2026 | Apr 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,749 | 477 | 0.01% | 0.0% | 515 | +827 | 21.09% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 4,731 | 475 | 0.01% | — | 516 | +4,730 | 473000.0% | Q1 2026 | Apr 27, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 4,717 | 474 | 0.1% | — | 518 | +4,717 | New | Q1 2026 | May 14, 2026 |
| Stark Wealth Management LLC | History | No change | 4,724 | 474 | 1.78% | 1.78% | 517 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MFA Wealth Services | History | Added to | 4,710 | 473 | 0.31% | 0.3% | 519 | +279 | 6.3% | Q1 2026 | Apr 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,688 | 471 | 0.03% | 0.08% | 520 | -11,622 | -71.26% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,691 | 471 | 0.02% | 0.02% | 521 | -570 | -10.83% | Q1 2026 | Apr 07, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 4,676 | 470 | 0.08% | 0.07% | 522 | +717 | 18.11% | Q1 2026 | Apr 17, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 4,670 | 469 | 0.05% | 0.07% | 523 | -2,382 | -33.78% | Q1 2026 | May 11, 2026 |
| TCFG Investment Advisors, LLC | History | New | 4,596 | 461 | 0.17% | — | 525 | +4,596 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 4,596 | 461 | 0.17% | 0.18% | 524 | +14 | 0.31% | Q1 2026 | Apr 23, 2026 |
| CERTUITY, LLC | History | Reduced | 4,579 | 460 | 0.03% | 0.03% | 526 | -240 | -4.98% | Q1 2026 | May 11, 2026 |
| Hexagon Capital Partners LLC | History | New | 4,553 | 457 | 0.07% | — | 527 | +4,553 | New | Q1 2026 | May 04, 2026 |
| McNamara Financial Services, Inc. | History | No change | 4,493 | 451 | 0.09% | 0.09% | 528 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SilverOak Wealth Management LLC | History | No change | 4,449 | 447 | 0.07% | 0.07% | 529 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 4,404 | 442 | 0.03% | 0.02% | 530 | +1,724 | 64.33% | Q1 2026 | Apr 22, 2026 |
| Advisor Resource Council | History | Added to | 4,393 | 441 | 0.14% | 0.11% | 531 | +1,326 | 43.23% | Q1 2026 | May 07, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 4,312 | 434 | 0.06% | 0.13% | 532 | -5,806 | -57.38% | Q1 2026 | Apr 16, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 4,296 | 432 | 0.04% | 0.05% | 533 | -32 | -0.74% | Q1 2026 | May 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 4,282 | 430 | 0.13% | 0.12% | 534 | +297 | 7.45% | Q1 2026 | Apr 06, 2026 |
| White Pine Investment CO | History | Reduced | 4,265 | 429 | 0.1% | 0.1% | 535 | -168 | -3.79% | Q1 2026 | Apr 20, 2026 |
| Christian Investment Advisors, Inc. | History | Added to | 4,251 | 428 | 0.27% | 0.29% | 536 | +630 | 17.4% | Q1 2026 | May 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,250 | 427 | 0.03% | 0.03% | 537 | +630 | 17.4% | Q1 2026 | May 15, 2026 |
| Global View Capital Management LLC | History | New | 4,215 | 423 | 0.11% | — | 538 | +4,215 | New | Q1 2026 | May 04, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 4,161 | 418 | 0.03% | 0.03% | 539 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealth Alliance Advisory Group, LLC | History | New | 4,145 | 416 | 0.07% | — | 540 | +4,145 | New | Q1 2026 | Apr 09, 2026 |
| Worth Asset Management, LLC | History | New | 4,083 | 410 | 0.15% | — | 541 | +4,083 | New | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,052 | 407 | 0.01% | 0.01% | 542 | +7 | 0.17% | Q1 2026 | Apr 14, 2026 |
| BESSEMER GROUP INC | History | New | 4,035 | 406 | 0.0% | — | 544 | +4,035 | New | Q1 2026 | May 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 4,046 | 406 | 0.08% | 0.08% | 543 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 4,022 | 404 | 0.05% | — | 545 | +4,022 | New | Q1 2026 | Apr 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 4,000 | 402 | 0.03% | 0.03% | 546 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Legacy Trust | History | No change | 4,000 | 402 | 0.08% | 0.08% | 547 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 3,969 | 399 | 0.06% | 0.12% | 549 | -2,093 | -34.53% | Q1 2026 | Apr 10, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 3,975 | 399 | 0.06% | 0.06% | 548 | -500 | -11.17% | Q1 2026 | May 13, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 3,962 | 397 | 0.13% | 0.13% | 550 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Hudock, Inc. | History | Reduced | 3,935 | 395 | 0.06% | 0.06% | 551 | -14 | -0.35% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 3,919 | 394 | 0.05% | 0.06% | 552 | -1,462 | -27.17% | Q1 2026 | Apr 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 3,857 | 387 | 0.01% | — | 554 | +3,857 | New | Q1 2026 | Apr 07, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 3,857 | 387 | 0.02% | 0.03% | 553 | -615 | -13.75% | Q1 2026 | May 14, 2026 |
| Powerhouse Assets LLC | History | Reduced | 3,835 | 385 | 0.33% | 0.47% | 555 | -1,454 | -27.49% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,817 | 383 | 0.0% | 0.0% | 556 | +1,819 | 91.04% | Q1 2026 | May 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 3,774 | 379 | 0.03% | 0.03% | 557 | +112 | 3.06% | Q1 2026 | May 05, 2026 |
| ENTREWEALTH, LLC | History | No change | 3,613 | 363 | 0.16% | 0.16% | 558 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Baron Wealth Management LLC | History | Reduced | 3,574 | 359 | 0.11% | 0.12% | 559 | -384 | -9.7% | Q1 2026 | Apr 16, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,555 | 357 | 0.03% | 0.03% | 560 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Designs Corp | History | New | 3,544 | 356 | 0.2% | — | 561 | +3,544 | New | Q1 2026 | Apr 16, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 3,535 | 355 | 0.01% | 0.01% | 562 | -150 | -4.07% | Q1 2026 | May 06, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 3,520 | 354 | 0.04% | 0.05% | 563 | -1,286 | -26.76% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Reduced | 3,470 | 348 | 0.07% | 0.27% | 564 | -8,791 | -71.7% | Q1 2026 | May 13, 2026 |
| Leelyn Smith, LLC | History | Reduced | 3,462 | 348 | 0.05% | 0.07% | 565 | -1,261 | -26.7% | Q1 2026 | Apr 27, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 3,454 | 347 | 0.04% | 0.04% | 566 | +35 | 1.02% | Q1 2026 | May 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 3,443 | 346 | 0.02% | 0.02% | 567 | -621 | -15.28% | Q1 2026 | May 13, 2026 |
| PEOPLES BANK /OH | History | New | 3,433 | 345 | 0.21% | — | 568 | +3,433 | New | Q1 2026 | Apr 24, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 3,410 | 342 | 0.04% | 0.09% | 569 | -4,365 | -56.14% | Q1 2026 | Apr 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 3,397 | 341 | 0.07% | 0.08% | 570 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 3,392 | 340 | 0.07% | 0.07% | 571 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 3,373 | 339 | 0.26% | 0.28% | 572 | +35 | 1.05% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Reduced | 3,362 | 338 | 0.0% | 0.0% | 573 | -166 | -4.71% | Q1 2026 | May 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 3,346 | 336 | 0.01% | 0.24% | 574 | -98,920 | -96.73% | Q1 2026 | Apr 29, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,326 | 334 | 0.01% | 0.01% | 575 | +442 | 15.33% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 3,286 | 330 | 0.01% | 0.0% | 576 | +193 | 6.24% | Q1 2026 | May 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 3,243 | 326 | 0.11% | — | 577 | +3,243 | New | Q1 2026 | Apr 27, 2026 |
| Auour Investments LLC | History | Reduced | 3,224 | 324 | 0.1% | 1.41% | 578 | -40,922 | -92.7% | Q1 2026 | Apr 20, 2026 |
| Madson Wealth Advisors Inc | History | New | 3,211 | 322 | 0.27% | — | 579 | +3,211 | New | Q1 2026 | Apr 21, 2026 |
| Burford Brothers, Inc. | History | New | 3,197 | 321 | 0.13% | — | 580 | +3,197 | New | Q1 2026 | Apr 27, 2026 |
| Ethos Financial Group, LLC | History | No change | 3,180 | 319 | 0.02% | 0.02% | 581 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Reduced | 3,161 | 317 | 0.02% | 0.03% | 582 | -976 | -23.59% | Q1 2026 | May 13, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 3,153 | 317 | 0.02% | 0.02% | 583 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 3,150 | 316 | 0.35% | 0.39% | 585 | -452 | -12.55% | Q1 2026 | May 08, 2026 |
| JNBA Financial Advisors | History | No change | 3,151 | 316 | 0.03% | 0.03% | 584 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,129 | 314 | 0.02% | — | 586 | +3,129 | New | Q1 2026 | Apr 17, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 3,113 | 312 | 0.01% | 0.01% | 587 | +683 | 28.11% | Q1 2026 | Apr 24, 2026 |
| XML Financial, LLC | History | Reduced | 3,097 | 311 | 0.03% | 0.03% | 588 | -700 | -18.44% | Q1 2026 | Apr 16, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 3,092 | 310 | 0.09% | 0.09% | 589 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 3,090 | 310 | 0.19% | 0.19% | 590 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | New | 3,066 | 308 | 0.0% | — | 591 | +3,066 | New | Q1 2026 | May 12, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 3,058 | 307 | 0.31% | 0.67% | 593 | -3,590 | -54.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,060 | 307 | 0.0% | 0.0% | 592 | -9 | -0.29% | Q1 2026 | May 05, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 3,060 | 307 | 0.19% | 0.21% | 594 | +2 | 0.07% | Q1 2026 | May 05, 2026 |
| Grantvest Financial Group LLC | History | Added to | 3,010 | 302 | 0.2% | 0.18% | 596 | +248 | 8.98% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,012 | 302 | 0.0% | 0.0% | 595 | +89 | 3.04% | Q1 2026 | Apr 13, 2026 |
| North Forty Two & Co. | History | No change | 2,996 | 301 | 0.28% | 0.28% | 597 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 2,987 | 300 | 0.1% | 0.12% | 598 | -267 | -8.21% | Q1 2026 | May 15, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 2,962 | 297 | 0.2% | 0.2% | 599 | +31 | 1.06% | Q1 2026 | Apr 13, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 2,947 | 296 | 0.13% | 0.34% | 600 | -5,044 | -63.12% | Q1 2026 | May 05, 2026 |
| Delos Wealth Advisors, LLC | History | New | 2,938 | 295 | 0.17% | — | 601 | +2,938 | New | Q1 2026 | May 14, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 2,913 | 292 | 0.09% | 0.1% | 602 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 2,877 | 289 | 0.12% | 0.12% | 603 | +193 | 7.19% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Reduced | 2,845 | 286 | 0.0% | 0.0% | 604 | -1,291 | -31.21% | Q1 2026 | May 14, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 2,834 | 285 | 0.04% | 1.26% | 605 | -89,396 | -96.93% | Q1 2026 | Apr 22, 2026 |
| Quadcap Wealth Management, LLC | History | New | 2,828 | 284 | 0.03% | — | 607 | +2,828 | New | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 2,831 | 284 | 0.07% | 0.07% | 606 | +5 | 0.18% | Q1 2026 | Apr 22, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 2,800 | 281 | 0.1% | 0.1% | 608 | +163 | 6.18% | Q1 2026 | May 18, 2026 |
| CWC Advisors, LLC. | History | Reduced | 2,702 | 271 | 0.13% | 0.23% | 609 | -2,064 | -43.31% | Q1 2026 | Apr 16, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 2,697 | 271 | 0.1% | 0.1% | 610 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 2,669 | 268 | 0.08% | 0.12% | 611 | -1,299 | -32.74% | Q1 2026 | May 07, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,644 | 265 | 0.06% | 0.05% | 612 | +386 | 17.09% | Q1 2026 | Apr 27, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 2,640 | 265 | 0.08% | 0.06% | 613 | +350 | 15.28% | Q1 2026 | Apr 27, 2026 |
| Integrated Capital Management, LLC | History | Added to | 2,597 | 261 | 0.11% | 0.11% | 615 | +32 | 1.25% | Q1 2026 | Apr 17, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 2,593 | 261 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 2,586 | 260 | 0.04% | — | 616 | +2,586 | New | Q1 2026 | Apr 29, 2026 |
| United Advisor Group, LLC | History | Added to | 2,578 | 259 | 0.03% | 0.03% | 617 | +155 | 6.4% | Q1 2026 | Apr 17, 2026 |
| Apella Capital, LLC | History | Added to | 2,572 | 258 | 0.0% | 0.0% | 619 | +314 | 13.91% | Q1 2026 | Apr 20, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 2,569 | 258 | 0.01% | 0.01% | 618 | -97 | -3.64% | Q1 2026 | May 11, 2026 |
| Valley Brook Capital Group, Inc. | History | Reduced | 2,559 | 257 | 0.17% | 0.25% | 620 | -1,173 | -31.43% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 2,498 | 251 | 0.09% | 0.08% | 621 | +15 | 0.6% | Q1 2026 | May 04, 2026 |
| Argent Trust Co | History | No change | 2,501 | 251 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANCE WEALTH, LLC | History | New | 2,484 | 249 | 0.07% | — | 623 | +2,484 | New | Q1 2026 | May 15, 2026 |
| Marble Wealth, LLC | History | New | 2,449 | 246 | 0.04% | — | 624 | +2,449 | New | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 2,435 | 244 | 0.02% | 0.01% | 625 | +253 | 11.59% | Q1 2026 | Apr 17, 2026 |
| Econ Financial Services Corp | History | New | 2,418 | 243 | 0.11% | — | 628 | +2,418 | New | Q1 2026 | Apr 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 2,419 | 243 | 0.03% | 0.02% | 626 | +303 | 14.32% | Q1 2026 | Apr 22, 2026 |
| Motiv8 Investments LLC | History | No change | 2,426 | 243 | 0.13% | 0.13% | 627 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Peck Wealth Management, LLC | History | Added to | 2,340 | 235 | 0.24% | 0.18% | 629 | +465 | 24.8% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 2,311 | 232 | 0.03% | 0.03% | 630 | +3 | 0.13% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Added to | 2,305 | 231 | 0.0% | 0.0% | 631 | +500 | 27.7% | Q1 2026 | Apr 17, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 2,265 | 227 | 0.02% | 0.01% | 632 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 2,254 | 226 | 0.1% | 0.07% | 633 | +23 | 1.03% | Q1 2026 | Apr 09, 2026 |
| LongView Wealth Management | History | Reduced | 2,243 | 225 | 0.06% | 0.06% | 634 | -98 | -4.19% | Q1 2026 | Apr 15, 2026 |
| ADE, LLC | History | No change | 2,220 | 223 | 0.11% | 0.11% | 635 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,208 | 222 | 0.0% | 0.0% | 636 | -100 | -4.33% | Q1 2026 | May 11, 2026 |
| Five Pine Wealth Management | History | Added to | 2,203 | 221 | 0.14% | 0.14% | 637 | +92 | 4.36% | Q1 2026 | Apr 16, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,166 | 217 | 0.01% | 0.01% | 638 | -993 | -31.43% | Q1 2026 | Apr 09, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 2,165 | 217 | 0.09% | 0.09% | 639 | +116 | 5.66% | Q1 2026 | Apr 08, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 2,149 | 216 | 0.04% | 0.04% | 640 | -22 | -1.01% | Q1 2026 | Apr 30, 2026 |
| LexAurum Advisors, LLC | History | New | 2,146 | 215 | 0.03% | — | 642 | +2,146 | New | Q1 2026 | Apr 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 2,138 | 215 | 0.02% | 0.02% | 641 | +21 | 0.99% | Q1 2026 | Apr 30, 2026 |
| Narus Financial Partners, LLC | History | New | 2,130 | 214 | 0.06% | — | 643 | +2,130 | New | Q1 2026 | Apr 21, 2026 |
| Southeast Asset Advisors, LLC | History | New | 2,106 | 211 | 0.02% | — | 645 | +2,106 | New | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Added to | 2,103 | 211 | 0.01% | 0.01% | 644 | +53 | 2.59% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,098 | 210 | 0.02% | 0.02% | 646 | -531 | -20.2% | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | New | 2,013 | 202 | 0.01% | — | 648 | +2,013 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 2,013 | 202 | 0.03% | — | 649 | +2,013 | New | Q1 2026 | Apr 28, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 2,017 | 202 | 0.03% | 0.03% | 647 | -333 | -14.17% | Q1 2026 | Apr 30, 2026 |
| XY Planning Network, Inc. | History | New | 2,007 | 201 | 0.03% | — | 654 | +2,007 | New | Q1 2026 | Apr 14, 2026 |
| DEUTSCHE BANK AG\ | History | New | 2,000 | 201 | 0.0% | — | 653 | +2,000 | New | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,001 | 201 | 0.0% | 0.0% | 650 | -29 | -1.43% | Q1 2026 | May 15, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 2,000 | 201 | 0.03% | 0.02% | 651 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | No change | 2,000 | 201 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,937 | 195 | 0.01% | 0.01% | 655 | -356 | -15.53% | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,902 | 191 | 0.04% | 0.04% | 656 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,769 | 177 | 0.01% | 0.01% | 657 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1,677 | 168 | 0.13% | 0.13% | 658 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fairway Wealth LLC | History | New | 1,666 | 167 | 0.04% | — | 659 | +1,666 | New | Q1 2026 | Apr 23, 2026 |
| Avalon Trust Co | History | No change | 1,641 | 165 | 0.01% | 0.01% | 660 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,555 | 156 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New Millennium Group LLC | History | No change | 1,521 | 152 | 0.07% | 0.07% | 662 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pacific Center for Financial Services | History | No change | 1,430 | 143 | 0.04% | 0.04% | 663 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,393 | 139 | 0.01% | 0.01% | 664 | +518 | 59.2% | Q1 2026 | May 01, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 1,370 | 137 | 0.01% | 0.01% | 666 | -1,839 | -57.31% | Q1 2026 | May 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,368 | 137 | 0.01% | 0.01% | 665 | -200 | -12.76% | Q1 2026 | Apr 20, 2026 |
| 10Elms LLP | History | New | 1,275 | 128 | 0.08% | — | 667 | +1,275 | New | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Reduced | 1,270 | 127 | 0.01% | 0.02% | 668 | -1,306 | -50.7% | Q1 2026 | May 07, 2026 |
| ALERUS FINANCIAL NA | History | New | 1,270 | 127 | 0.01% | — | 670 | +1,270 | New | Q1 2026 | May 12, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,265 | 127 | 0.06% | 0.06% | 669 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 999 | 100 | 0.03% | — | 672 | +999 | New | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 996 | 100 | 0.01% | 0.0% | 671 | +498 | 100.0% | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | No change | 920 | 92 | 0.02% | 0.02% | 673 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 827 | 83 | 0.03% | 0.03% | 674 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 800 | 80 | 0.02% | 0.02% | 675 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 767 | 77 | 0.0% | — | 676 | +767 | New | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 754 | 75 | 0.02% | 0.2% | 677 | -4,447 | -85.5% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 754 | 75 | 0.02% | 0.03% | 678 | -56 | -6.91% | Q1 2026 | May 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 735 | 73 | 0.04% | 0.02% | 679 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 721 | 72 | 0.04% | 0.16% | 680 | -2,098 | -74.42% | Q1 2026 | Apr 08, 2026 |
| Aspect Partners, LLC | History | No change | 700 | 70 | 0.03% | 0.03% | 681 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 688 | 69 | 0.0% | 0.0% | 682 | +159 | 30.06% | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 659 | 66 | 0.01% | 0.01% | 683 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 662 | 66 | 0.03% | 0.03% | 684 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | No change | 645 | 64 | 0.01% | 0.01% | 685 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mascoma Wealth Management LLC | History | No change | 618 | 62 | 0.01% | 0.01% | 686 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wagner Wealth Management, LLC | History | No change | 599 | 60 | 0.01% | 0.01% | 687 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 599 | 60 | 0.01% | 0.01% | 688 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Reduced | 573 | 58 | 0.0% | 0.0% | 689 | -163 | -22.15% | Q1 2026 | Apr 06, 2026 |
| Larson Financial Group LLC | History | Added to | 573 | 57 | 0.0% | 0.0% | 690 | +6 | 1.06% | Q1 2026 | May 15, 2026 |
| Lummis Asset Management, LP | History | No change | 541 | 54 | 0.03% | 0.03% | 691 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 533 | 53 | 0.0% | 0.0% | 692 | +523 | 5230.0% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 504 | 50 | 0.0% | — | 693 | +504 | New | Q1 2026 | May 07, 2026 |
| Register Financial Advisors LLC | History | Reduced | 492 | 49 | 0.02% | 0.02% | 694 | -103 | -17.31% | Q1 2026 | Apr 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 459 | 46 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Aventura Private Wealth, LLC | History | No change | 452 | 45 | 0.02% | 0.02% | 696 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 413 | 41 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 398 | 40 | 0.0% | 0.0% | 698 | +4 | 1.02% | Q1 2026 | Apr 13, 2026 |
| Longview Financial Advisors LLC | History | No change | 406 | 40 | 0.02% | 0.02% | 699 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 374 | 37 | 0.01% | 0.01% | 700 | -21 | -5.32% | Q1 2026 | Apr 30, 2026 |
| BFSG, LLC | History | No change | 351 | 35 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Disciplina Capital Management LLC | History | No change | 355 | 35 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 325 | 32 | 0.0% | 0.0% | 703 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | New | 316 | 31 | 0.0% | — | 705 | +316 | New | Q1 2026 | Apr 21, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 309 | 31 | 0.01% | 0.01% | 704 | +109 | 54.5% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 298 | 29 | 0.01% | 0.01% | 706 | +1 | 0.34% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 296 | 29 | 0.02% | 0.02% | 707 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Networth Advisors, LLC | History | Reduced | 275 | 27 | 0.02% | 0.03% | 708 | -106 | -27.82% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 261 | 26 | 0.0% | 0.0% | 709 | -300 | -53.48% | Q1 2026 | May 07, 2026 |
| BARD ASSOCIATES INC | History | New | 268 | 26 | 0.01% | — | 710 | +268 | New | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 255 | 25 | 0.0% | 0.0% | 711 | +109 | 74.66% | Q1 2026 | Apr 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 250 | 25 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 215 | 21 | 0.0% | 0.04% | 714 | -2,520 | -92.14% | Q1 2026 | May 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 213 | 21 | 0.01% | 0.01% | 713 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 200 | 20 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 203 | 20 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | No change | 199 | 20 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Key Capital Management, INC | History | New | 173 | 17 | 0.01% | — | 718 | +173 | New | Q1 2026 | May 07, 2026 |
| Financial Connections Group, Inc. | History | New | 164 | 16 | 0.01% | — | 719 | +164 | New | Q1 2026 | May 01, 2026 |
| CVA Family Office, LLC | History | No change | 153 | 15 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WFA of San Diego, LLC | History | No change | 156 | 15 | 0.01% | 0.01% | 721 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 140 | 14 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Monetary Solutions, Ltd | History | No change | 140 | 14 | 0.01% | 0.01% | 723 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 137 | 13 | 0.01% | 0.01% | 724 | +37 | 37.0% | Q1 2026 | Apr 13, 2026 |
| Costello Asset Management, INC | History | Added to | 128 | 12 | 0.0% | 0.0% | 725 | +1 | 0.79% | Q1 2026 | Apr 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 124 | 12 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 117 | 11 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 102 | 10 | 0.0% | 0.0% | 728 | +66 | 183.33% | Q1 2026 | Apr 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 109 | 10 | 0.0% | 0.0% | 729 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Front Row Advisors LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| True Wealth Design, LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 99 | 9 | 0.0% | 0.0% | 732 | -300 | -75.19% | Q1 2026 | May 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 99 | 9 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Blue Trust, Inc. | History | New | 80 | 8 | 0.0% | — | 734 | +80 | New | Q1 2026 | Apr 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 73 | 7 | 0.0% | 0.0% | 735 | +7 | 10.61% | Q1 2026 | Apr 27, 2026 |
| Cordant, Inc. | History | Added to | 73 | 7 | 0.0% | 0.0% | 736 | +7 | 10.61% | Q1 2026 | Apr 13, 2026 |
| Caldwell Trust Co | History | No change | 72 | 7 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 51 | 5 | 0.0% | — | 739 | +51 | New | Q1 2026 | Apr 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 46 | 4 | 0.0% | 0.0% | 740 | -44 | -48.89% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 18 | 1 | 0.0% | 0.01% | 746 | -200 | -91.74% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 16 | 1 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -463,424 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82,768 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.36% | — | -39,744 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Hedeker Wealth, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -31,349 | -100.0% | Q1 2026 | May 11, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,880 | -100.0% | Q1 2026 | May 14, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -13,986 | -100.0% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -13,410 | -100.0% | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,870 | -100.0% | Q1 2026 | May 15, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -12,843 | -100.0% | Q1 2026 | May 08, 2026 |
| Omega Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -11,146 | -100.0% | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -9,946 | -100.0% | Q1 2026 | May 11, 2026 |
| OakTrust Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -9,645 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Fort Point Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,023 | -100.0% | Q1 2026 | May 14, 2026 |
| Financial Futures Ltd Liability Co. | History | Closed out | 0 | 0 | — | 0.42% | — | -9,018 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,854 | -100.0% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,790 | -100.0% | Q1 2026 | May 13, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,071 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.02% | — | -4,744 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -4,265 | -100.0% | Q1 2026 | May 14, 2026 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,065 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,385 | -100.0% | Q1 2026 | May 13, 2026 |
| Canal Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,275 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Ducere Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,044 | -100.0% | Q1 2026 | May 11, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -2,908 | -100.0% | Q1 2026 | May 01, 2026 |
| Clarity Retirement & Wealth, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -2,772 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,683 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Meriwether Wealth & Planning, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,585 | -100.0% | Q1 2026 | Apr 09, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -2,552 | -100.0% | Q1 2026 | May 15, 2026 |
| Drake & Associates, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,550 | -100.0% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,546 | -100.0% | Q1 2026 | May 05, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,450 | -100.0% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,443 | -100.0% | Q1 2026 | May 14, 2026 |
| Ironwood Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,345 | -100.0% | Q1 2026 | May 07, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -2,231 | -100.0% | Q1 2026 | Apr 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,176 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,148 | -100.0% | Q1 2026 | May 05, 2026 |
| Stewardship Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,089 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,026 | -100.0% | Q1 2026 | May 14, 2026 |
| Wallace Hart LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,023 | -100.0% | Q1 2026 | May 08, 2026 |
| StrongBox Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,013 | -100.0% | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,623 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,101 | -100.0% | Q1 2026 | May 15, 2026 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -986 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -716 | -100.0% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -659 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -538 | -100.0% | Q1 2026 | May 04, 2026 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -364 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -360 | -100.0% | Q1 2026 | May 15, 2026 |
| Redwood Park Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q1 2026 | May 04, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -78 | -100.0% | Q1 2026 | May 13, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -70 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | Apr 16, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -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 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |