VanEck ETF Trust - MOAT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 6,036,864 | 583,765 | 0.04% | 0.04% | 1 | -377,677 | -5.89% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 5,830,311 | 563,791 | 0.15% | 0.19% | 2 | -753,346 | -11.44% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,732,552 | 554,337 | 0.04% | 0.05% | 3 | -310,846 | -5.14% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,683,485 | 259,492 | 0.08% | 0.1% | 4 | -352,025 | -11.6% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 2,675,294 | 258,703 | 4.19% | 4.22% | 5 | +690,768 | 34.81% | Q1 2026 | Apr 21, 2026 |
| Boulay Financial Advisors, LLC | History | Added to | 2,220,212 | 214,694 | 24.64% | 25.97% | 6 | +87,513 | 4.1% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,103,656 | 203,423 | 0.04% | 0.04% | 7 | -188,764 | -8.23% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,378,573 | 129,985 | 0.06% | 0.08% | 8 | +139,689 | 11.28% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,343,881 | 129,953 | 0.18% | 0.19% | 9 | -25,300 | -1.85% | Q1 2026 | Apr 27, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 1,107,967 | 114,720 | 11.85% | 11.85% | 10 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,157,966 | 111,975 | 0.12% | 0.13% | 11 | -13,413 | -1.15% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 938,460 | 90,749 | 0.01% | 0.02% | 12 | -168,026 | -15.19% | Q1 2026 | May 05, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 866,012 | 83,743 | 8.87% | 10.23% | 13 | -25,297 | -2.84% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 833,825 | 80,630 | 0.01% | 0.01% | 14 | +81,552 | 10.84% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 743,411 | 71,887 | 2.89% | 2.97% | 15 | -17,115 | -2.25% | Q1 2026 | May 04, 2026 |
| SFMG, LLC | History | Added to | 672,286 | 65,010 | 4.4% | 4.45% | 16 | +31,472 | 4.91% | Q1 2026 | May 12, 2026 |
| Verde Capital Management | History | Added to | 658,249 | 63,652 | 13.61% | 13.83% | 17 | +31,931 | 5.1% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 656,051 | 63,440 | 0.16% | 0.19% | 18 | -32,339 | -4.7% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 638,646 | 61,776 | 0.09% | 0.09% | 19 | +55,345 | 9.49% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 624,885 | 60,426 | 0.16% | 0.18% | 20 | -21,673 | -3.35% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 611,351 | 59,129 | 0.36% | 0.37% | 21 | +14,955 | 2.51% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 603,026 | 58,376 | 0.01% | 0.02% | 22 | -328,481 | -35.26% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 574,221 | 55,527 | 0.06% | 0.07% | 23 | -4,257 | -0.74% | Q1 2026 | May 05, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 561,025 | 54,251 | 7.78% | 8.22% | 24 | +5,005 | 0.9% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 552,588 | 53,435 | 0.01% | 0.02% | 25 | +59,575 | 12.08% | Q1 2026 | May 04, 2026 |
| Apriem Advisors | History | Added to | 542,530 | 52,462 | 5.01% | 4.88% | 26 | +29,289 | 5.71% | Q1 2026 | May 14, 2026 |
| Leelyn Smith, LLC | History | Added to | 511,612 | 49,472 | 6.94% | 7.36% | 27 | +20,186 | 4.11% | Q1 2026 | Apr 27, 2026 |
| Harbor Group, Inc. | History | Added to | 484,623 | 46,863 | 6.77% | 7.31% | 28 | +12,737 | 2.7% | Q1 2026 | Apr 10, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 482,403 | 46,648 | 7.06% | 7.44% | 29 | +6,747 | 1.42% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 471,314 | 46,594 | 7.14% | 7.92% | 30 | -12,413 | -2.57% | Q1 2026 | Apr 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 479,270 | 46,344 | 5.02% | 5.21% | 31 | -86,287 | -15.26% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 452,163 | 43,724 | 0.03% | 0.03% | 32 | -64,530 | -12.49% | Q1 2026 | May 07, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 405,471 | 39,209 | 7.82% | 8.55% | 33 | +9,817 | 2.48% | Q1 2026 | Apr 09, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 404,482 | 39,113 | 9.51% | 9.98% | 34 | +4,789 | 1.2% | Q1 2026 | May 12, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 393,572 | 38,058 | 16.69% | 17.38% | 35 | -40,840 | -9.4% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | Added to | 391,354 | 37,843 | 0.81% | 0.76% | 36 | +36,186 | 10.19% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Added to | 386,988 | 37,421 | 5.21% | 5.6% | 37 | +4,925 | 1.29% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 379,060 | 36,655 | 0.17% | 0.19% | 38 | -16,265 | -4.11% | Q1 2026 | Apr 24, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 363,545 | 35,154 | 0.44% | 0.48% | 39 | -11,853 | -3.16% | Q1 2026 | Apr 28, 2026 |
| JNBA Financial Advisors | History | Reduced | 358,066 | 34,625 | 2.88% | 3.39% | 40 | -16,538 | -4.41% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Added to | 351,201 | 33,961 | 0.05% | 0.05% | 41 | +10,441 | 3.06% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 323,188 | 31,252 | 0.03% | 0.05% | 42 | -181,404 | -35.95% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 322,809 | 31,215 | 0.05% | 0.11% | 43 | -343,025 | -51.52% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 318,628 | 30,811 | 0.3% | 0.47% | 44 | -147,991 | -31.72% | Q1 2026 | May 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 302,917 | 29,291 | 4.73% | 5.3% | 45 | +6,944 | 2.35% | Q1 2026 | Apr 29, 2026 |
| Planned Solutions, Inc. | History | Reduced | 291,485 | 28,186 | 9.22% | 9.69% | 46 | -254 | -0.09% | Q1 2026 | Apr 09, 2026 |
| ASSETMARK, INC | History | Added to | 285,066 | 27,565 | 0.06% | 0.06% | 47 | +5,561 | 1.99% | Q1 2026 | May 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 279,722 | 27,049 | 0.89% | 1.0% | 48 | -16,400 | -5.54% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 278,667 | 26,947 | 0.03% | 0.02% | 49 | +107,831 | 63.12% | Q1 2026 | May 13, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 274,353 | 26,529 | 8.88% | 9.92% | 50 | -12,857 | -4.48% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 284,664 | 26,200 | 0.05% | 0.05% | 51 | -70,747 | -19.91% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Reduced | 270,078 | 26,116 | 0.3% | 0.33% | 52 | -8,967 | -3.21% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 265,625 | 25,685 | 0.28% | 0.3% | 53 | +10,782 | 4.23% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 253,091 | 24,473 | 0.57% | 0.66% | 54 | -8,547 | -3.27% | Q1 2026 | May 04, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 248,065 | 23,987 | 4.57% | 4.96% | 55 | -4,467 | -1.77% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 246,468 | 23,833 | 0.19% | 0.01% | 56 | +241,761 | 5136.2% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 235,842 | 22,805 | 0.04% | 0.04% | 57 | +5,798 | 2.52% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 234,293 | 22,656 | 0.0% | 0.0% | 58 | +27,011 | 13.03% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 232,406 | 22,473 | 0.02% | 0.02% | 59 | +17,805 | 8.3% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 220,334 | 21,866 | 0.14% | 0.05% | 60 | +143,750 | 187.7% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 219,384 | 21,214 | 0.41% | 0.43% | 61 | +5,603 | 2.62% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Added to | 215,439 | 20,832 | 0.27% | 0.32% | 62 | +3,403 | 1.6% | Q1 2026 | May 15, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 215,158 | 20,805 | 2.13% | 2.1% | 63 | +2,544 | 1.2% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 213,756 | 20,670 | 0.11% | 0.12% | 64 | +2,564 | 1.21% | Q1 2026 | May 08, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 206,304 | 19,949 | 10.39% | 11.36% | 65 | +6,211 | 3.1% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 205,801 | 19,901 | 0.32% | 0.35% | 66 | +2,308 | 1.13% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 205,555 | 19,877 | 0.88% | 0.99% | 67 | -6,341 | -2.99% | Q1 2026 | May 13, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 203,944 | 19,721 | 2.09% | 2.07% | 68 | +8,351 | 4.27% | Q1 2026 | Apr 28, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 203,930 | 19,720 | 1.44% | 1.59% | 69 | -3,847 | -1.85% | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | Reduced | 199,112 | 19,254 | 3.38% | 4.56% | 70 | -36,531 | -15.5% | Q1 2026 | Apr 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 196,364 | 18,988 | 6.06% | 6.21% | 71 | +5,063 | 2.65% | Q1 2026 | Apr 23, 2026 |
| Altus Wealth Group LLC | History | Added to | 196,074 | 18,960 | 7.77% | 7.77% | 72 | +8,225 | 4.38% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 194,212 | 18,780 | 0.05% | 0.06% | 73 | -24,755 | -11.31% | Q1 2026 | May 04, 2026 |
| Graver Capital Management, LLC | History | Added to | 191,550 | 18,522 | 14.07% | 14.55% | 74 | +13,755 | 7.74% | Q1 2026 | Apr 23, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 176,868 | 18,309 | 2.84% | 2.84% | 75 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 186,512 | 18,035 | 8.12% | 11.11% | 76 | -28,133 | -13.11% | Q1 2026 | Apr 21, 2026 |
| James J. Burns & Company, LLC | History | Added to | 182,613 | 17,658 | 2.4% | 2.47% | 77 | +9,627 | 5.57% | Q1 2026 | Apr 17, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 172,083 | 16,640 | 1.92% | 2.3% | 78 | -6,389 | -3.58% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 170,373 | 16,475 | 0.0% | — | 79 | +170,373 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 164,447 | 15,902 | 0.09% | 0.1% | 80 | -1,075 | -0.65% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 158,734 | 15,349 | 0.01% | 0.01% | 81 | -24,851 | -13.54% | Q1 2026 | May 11, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 149,422 | 14,449 | 1.4% | 1.65% | 82 | -10,359 | -6.48% | Q1 2026 | Apr 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 148,339 | 14,344 | 1.51% | 1.92% | 83 | -22,587 | -13.21% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 146,391 | 14,156 | 0.29% | 0.37% | 84 | -13,631 | -8.52% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 144,328 | 13,956 | 0.08% | 0.09% | 85 | -19,861 | -12.1% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 141,280 | 13,661 | 0.17% | 0.2% | 86 | -14,585 | -9.36% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 141,006 | 13,635 | 0.07% | 0.08% | 87 | -6,137 | -4.17% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 137,663 | 13,312 | 0.02% | 0.02% | 88 | +23,331 | 20.41% | Q1 2026 | May 14, 2026 |
| Joseph Group Capital Management | History | Added to | 136,439 | 13,193 | 3.3% | 3.64% | 89 | +2,500 | 1.87% | Q1 2026 | May 08, 2026 |
| Family Office Research LLC | History | Reduced | 134,500 | 13,006 | 5.65% | 5.89% | 90 | -3,519 | -2.55% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 131,329 | 12,699 | 0.07% | 0.09% | 91 | -21,910 | -14.3% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 130,752 | 12,643 | 0.3% | 0.29% | 92 | +4,913 | 3.9% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 130,566 | 12,625 | 1.37% | 1.54% | 93 | -3,352 | -2.5% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 130,935 | 12,396 | 0.0% | 0.0% | 94 | +7,097 | 5.73% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 126,878 | 12,269 | 0.15% | 0.18% | 95 | +2,831 | 2.28% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Added to | 126,782 | 12,261 | 0.06% | 0.06% | 96 | +9,694 | 8.28% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 126,479 | 12,230 | 0.27% | 0.3% | 97 | -2,576 | -2.0% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Added to | 124,658 | 12,054 | 2.76% | 3.2% | 98 | +1,008 | 0.82% | Q1 2026 | May 05, 2026 |
| Fermata Advisors, LLC | History | Reduced | 124,240 | 12,013 | 2.7% | 3.11% | 99 | -830 | -0.66% | Q1 2026 | Apr 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 123,900 | 11,981 | 0.34% | 0.34% | 100 | -995 | -0.8% | Q1 2026 | Apr 28, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 123,709 | 11,962 | 7.41% | 8.38% | 101 | -4,726 | -3.68% | Q1 2026 | May 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 120,000 | 11,604 | 0.0% | 0.07% | 102 | -136,000 | -53.13% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 114,927 | 11,114 | 0.02% | 0.03% | 103 | -63,378 | -35.54% | Q1 2026 | May 01, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 108,074 | 10,450 | 4.54% | 5.01% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 107,093 | 10,355 | 1.17% | 1.02% | 105 | +22,502 | 26.6% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 105,767 | 10,227 | 0.04% | 0.04% | 106 | +3,644 | 3.57% | Q1 2026 | Apr 30, 2026 |
| Farrow Financial, Inc. | History | Reduced | 104,611 | 10,115 | 5.74% | 6.26% | 107 | -594 | -0.56% | Q1 2026 | May 01, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 102,596 | 9,921 | 7.51% | 8.97% | 108 | -794 | -0.77% | Q1 2026 | Apr 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 96,364 | 9,628 | 0.26% | 0.14% | 109 | +64,437 | 201.83% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 98,218 | 9,497 | 5.07% | 5.64% | 110 | -1,353 | -1.36% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 97,895 | 9,466 | 0.02% | 0.02% | 111 | +3,370 | 3.57% | Q1 2026 | Apr 22, 2026 |
| 46 Peaks LLC | History | Added to | 96,548 | 9,336 | 6.8% | 7.11% | 112 | +2,961 | 3.16% | Q1 2026 | May 01, 2026 |
| Ferguson Shapiro LLC | History | Added to | 94,614 | 9,149 | 2.79% | 2.83% | 113 | +5,783 | 6.51% | Q1 2026 | Apr 23, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 93,899 | 9,080 | 1.04% | 0.89% | 114 | +15,795 | 20.22% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 93,550 | 9,046 | 0.0% | 0.0% | 115 | +90,650 | 3125.86% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 92,858 | 8,978 | 0.01% | 0.01% | 116 | +811 | 0.88% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 91,826 | 8,879 | 0.04% | 0.06% | 117 | -67,062 | -42.21% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 91,787 | 8,875 | 0.1% | — | 118 | +91,787 | New | Q1 2026 | May 12, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 91,115 | 8,810 | 5.99% | — | 119 | +91,115 | New | Q1 2026 | May 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 89,402 | 8,645 | 2.52% | 2.77% | 120 | -272 | -0.3% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | New | 88,990 | 8,605 | 0.01% | — | 121 | +88,990 | New | Q1 2026 | May 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 87,987 | 8,508 | 5.08% | 4.45% | 122 | -397 | -0.45% | Q1 2026 | Apr 08, 2026 |
| FWG Holdings, LLC | History | Added to | 85,655 | 8,305 | 3.14% | 3.69% | 123 | +1,114 | 1.32% | Q1 2026 | Apr 13, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 85,071 | 8,226 | 2.18% | 2.41% | 124 | -333 | -0.39% | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | Reduced | 82,897 | 8,016 | 0.35% | 0.49% | 125 | -2,378 | -2.79% | Q1 2026 | May 11, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 81,617 | 7,892 | 0.91% | 1.44% | 126 | -38,017 | -31.78% | Q1 2026 | Apr 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 80,710 | 7,804 | 0.84% | 0.91% | 127 | -2,263 | -2.73% | Q1 2026 | Apr 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 80,248 | 7,760 | 0.53% | 0.55% | 128 | -1,115 | -1.37% | Q1 2026 | May 05, 2026 |
| TPG Advisors LLC | History | Reduced | 79,505 | 7,688 | 4.79% | 6.04% | 129 | -14,180 | -15.14% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 196,899 | 7,448 | 0.34% | 0.1% | 130 | -60,598 | -23.53% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 75,751 | 7,325 | 0.09% | 0.09% | 131 | +11,615 | 18.11% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 74,435 | 7,197 | 0.03% | 0.03% | 132 | -4,269 | -5.42% | Q1 2026 | May 14, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 73,860 | 7,142 | 4.31% | 4.97% | 133 | -3,720 | -4.8% | Q1 2026 | May 15, 2026 |
| Boomfish Wealth Group, LLC | History | Added to | 73,381 | 7,095 | 3.79% | 4.0% | 134 | +1,190 | 1.65% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 72,054 | 6,967 | 0.19% | 0.22% | 135 | -4,343 | -5.68% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 71,898 | 6,952 | 0.13% | 0.16% | 136 | -12,700 | -15.01% | Q1 2026 | Apr 10, 2026 |
| Paller Financial Services Inc | History | Reduced | 70,934 | 6,859 | 5.67% | 6.0% | 137 | -1,341 | -1.86% | Q1 2026 | Apr 28, 2026 |
| American National Bank of Texas | History | Reduced | 70,706 | 6,837 | 6.52% | 7.11% | 138 | -765 | -1.07% | Q1 2026 | Apr 09, 2026 |
| Darrow Company, Inc. | History | Reduced | 70,147 | 6,783 | 3.05% | 3.46% | 139 | -4,272 | -5.74% | Q1 2026 | Apr 20, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 69,144 | 6,686 | 4.37% | 5.69% | 140 | -14,029 | -16.87% | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | Reduced | 68,989 | 6,671 | 0.42% | 0.44% | 141 | -375 | -0.54% | Q1 2026 | May 08, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 68,990 | 6,671 | 0.56% | 0.55% | 142 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TME FINANCIAL, INC. | History | Added to | 68,751 | 6,648 | 4.61% | 4.74% | 143 | +3,569 | 5.48% | Q1 2026 | May 12, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 67,292 | 6,507 | 1.12% | 1.18% | 144 | +2,969 | 4.62% | Q1 2026 | May 12, 2026 |
| Guilbault Capital LLC | History | Added to | 67,241 | 6,502 | 7.12% | 7.7% | 145 | +759 | 1.14% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 67,183 | 6,496 | 0.01% | 0.01% | 146 | -3,399 | -4.82% | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 67,155 | 6,494 | 0.43% | 0.43% | 147 | +958 | 1.45% | Q1 2026 | May 13, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 66,093 | 6,391 | 1.12% | — | 148 | +66,093 | New | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 61,319 | 6,350 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 64,049 | 6,193 | 3.27% | 3.68% | 150 | -29 | -0.05% | Q1 2026 | Apr 23, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Reduced | 63,767 | 6,166 | 3.01% | 3.12% | 151 | -1,001 | -1.55% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | No change | 58,291 | 6,036 | 0.55% | 0.55% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Selby Wealth Management, LLC | History | Added to | 60,696 | 5,869 | 2.31% | 2.29% | 153 | +5,794 | 10.55% | Q1 2026 | Apr 08, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | Reduced | 58,775 | 5,684 | 0.67% | 1.78% | 154 | -94,116 | -61.56% | Q1 2026 | May 11, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 58,428 | 5,649 | 0.53% | 0.59% | 155 | -901 | -1.52% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 58,407 | 5,648 | 0.03% | 0.04% | 156 | -9,152 | -13.55% | Q1 2026 | May 05, 2026 |
| Argent Trust Co | History | Added to | 58,277 | 5,635 | 0.19% | 0.21% | 157 | +477 | 0.83% | Q1 2026 | May 13, 2026 |
| Midwest Financial Group LLC | History | Added to | 57,686 | 5,578 | 2.38% | 2.6% | 158 | +772 | 1.36% | Q1 2026 | Apr 22, 2026 |
| Tacita Capital Inc | History | Reduced | 57,524 | 5,562 | 3.29% | 3.83% | 159 | -6,367 | -9.97% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,328 | 5,446 | 0.0% | 0.0% | 160 | +14,020 | 33.14% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 55,504 | 5,367 | 0.3% | 0.64% | 161 | -41,460 | -42.76% | Q1 2026 | Apr 29, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 55,131 | 5,331 | 2.27% | 3.22% | 162 | -21,031 | -27.61% | Q1 2026 | May 08, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 54,641 | 5,283 | 2.69% | 3.88% | 163 | -963 | -1.73% | Q1 2026 | Apr 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 53,109 | 5,135 | 0.1% | 0.11% | 164 | -139 | -0.26% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 52,963 | 5,121 | 0.03% | 0.04% | 165 | +604 | 1.15% | Q1 2026 | May 15, 2026 |
| Sunpointe, LLC | History | Reduced | 52,649 | 5,091 | 1.67% | 1.97% | 166 | -4,793 | -8.34% | Q1 2026 | Apr 21, 2026 |
| Eagle Strategies LLC | History | Reduced | 51,781 | 5,007 | 0.6% | 0.96% | 167 | -21,008 | -28.86% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 51,423 | 4,973 | 0.01% | 0.01% | 168 | +3,432 | 7.15% | Q1 2026 | May 14, 2026 |
| Tranquility Partners, LLC | History | Added to | 52,079 | 4,932 | 1.86% | 1.94% | 169 | +74 | 0.14% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 50,154 | 4,849 | 0.18% | 0.24% | 170 | -10,667 | -17.54% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 49,541 | 4,778 | 0.08% | 0.1% | 171 | -1,967 | -3.82% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 48,805 | 4,719 | 0.34% | 0.35% | 172 | +347 | 0.72% | Q1 2026 | May 05, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 48,620 | 4,701 | 1.87% | 2.07% | 173 | -3,028 | -5.86% | Q1 2026 | May 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 48,166 | 4,657 | 0.34% | 0.37% | 174 | +893 | 1.89% | Q1 2026 | May 05, 2026 |
| Farrell Financial LLC | History | Reduced | 46,961 | 4,541 | 2.71% | 2.92% | 175 | -796 | -1.67% | Q1 2026 | Apr 13, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 46,956 | 4,540 | 4.21% | 5.29% | 176 | -11,166 | -19.21% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 46,892 | 4,534 | 0.01% | 0.0% | 177 | +46,811 | 57791.36% | Q1 2026 | May 01, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 46,605 | 4,506 | 0.21% | 0.76% | 178 | -113,588 | -70.91% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 46,592 | 4,505 | 0.0% | 0.0% | 179 | +1,332 | 2.94% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 46,549 | 4,501 | 0.01% | 0.01% | 180 | -3,051 | -6.15% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 46,457 | 4,492 | 0.21% | 0.2% | 181 | +4,091 | 9.66% | Q1 2026 | May 18, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 46,388 | 4,485 | 0.14% | 0.1% | 182 | -9,510 | -17.01% | Q1 2026 | Apr 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 45,984 | 4,447 | 0.14% | — | 183 | +45,984 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 45,873 | 4,435 | 0.16% | — | 184 | +45,873 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 45,757 | 4,424 | 0.11% | — | 185 | +45,752 | 915040.0% | Q1 2026 | May 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 45,354 | 4,385 | 1.2% | 1.26% | 186 | -167 | -0.37% | Q1 2026 | May 04, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 44,639 | 4,316 | 0.78% | 0.9% | 187 | -2,510 | -5.32% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 44,546 | 4,307 | 0.22% | 0.24% | 188 | -360 | -0.8% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 44,436 | 4,297 | 0.23% | 0.2% | 189 | +1,045 | 2.41% | Q1 2026 | May 14, 2026 |
| PSI Advisors, LLC | History | Reduced | 44,369 | 4,290 | 1.03% | 1.16% | 190 | -230 | -0.52% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 43,887 | 4,243 | 0.1% | 0.11% | 191 | -1,388 | -3.07% | Q1 2026 | May 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 43,700 | 4,225 | 0.5% | 0.54% | 192 | -887 | -1.99% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 43,185 | 4,175 | 0.06% | 0.06% | 193 | +2,709 | 6.69% | Q1 2026 | May 13, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 43,009 | 4,158 | 1.39% | 1.49% | 194 | -1,145 | -2.59% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 42,994 | 4,157 | 0.29% | 0.59% | 195 | +1,946 | 4.74% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 42,452 | 4,105 | 0.93% | 1.09% | 196 | +2,215 | 5.5% | Q1 2026 | Apr 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 42,148 | 4,075 | 1.48% | 1.63% | 197 | -4,848 | -10.32% | Q1 2026 | May 12, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 42,115 | 4,073 | 0.83% | 1.02% | 198 | +1,531 | 3.77% | Q1 2026 | Apr 13, 2026 |
| Atlas Wealth LLC | History | Added to | 41,404 | 4,003 | 1.2% | 1.21% | 199 | +2,811 | 7.28% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 40,263 | 3,893 | 0.3% | 0.2% | 200 | +15,593 | 63.21% | Q1 2026 | May 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 39,985 | 3,866 | 1.42% | 1.59% | 201 | -2,682 | -6.29% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 39,678 | 3,836 | 0.01% | 0.02% | 202 | -11,356 | -22.25% | Q1 2026 | May 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 39,554 | 3,824 | 1.08% | 1.2% | 203 | -8,820 | -18.23% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 39,479 | 3,817 | 0.21% | — | 204 | +39,479 | New | Q1 2026 | Apr 30, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 39,391 | 3,809 | 0.06% | 0.08% | 205 | -16,565 | -29.6% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 39,306 | 3,800 | 0.06% | 0.06% | 206 | +10,087 | 34.52% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 39,116 | 3,782 | 0.3% | 0.36% | 207 | -6,112 | -13.51% | Q1 2026 | Apr 09, 2026 |
| Financial Partners Group, Inc | History | Reduced | 38,942 | 3,765 | 0.45% | 0.5% | 208 | -2,173 | -5.29% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Reduced | 38,551 | 3,727 | 0.14% | 0.2% | 209 | -4,097 | -9.61% | Q1 2026 | May 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,521 | 3,724 | 0.0% | 0.0% | 210 | +6,997 | 22.2% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 38,282 | 3,701 | 0.01% | 0.01% | 211 | +1,839 | 5.05% | Q1 2026 | May 14, 2026 |
| Paragon Advisors, LLC | History | Reduced | 38,270 | 3,700 | 1.0% | 1.17% | 212 | -3,163 | -7.63% | Q1 2026 | May 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 37,964 | 3,671 | 0.72% | 1.84% | 213 | -46,517 | -55.06% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,113 | 3,636 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Developers, LLC | History | Reduced | 37,245 | 3,601 | 3.24% | 3.64% | 215 | -1,982 | -5.05% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 36,837 | 3,562 | 0.21% | 0.23% | 216 | -890 | -2.36% | Q1 2026 | May 12, 2026 |
| Cutler Capital Management, LLC | History | Added to | 36,753 | 3,554 | 0.96% | 0.92% | 217 | +6,155 | 20.12% | Q1 2026 | May 15, 2026 |
| Commerce Advisors, LLC | History | New | 36,357 | 3,515 | 2.95% | — | 218 | +36,357 | New | Q1 2026 | May 12, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 35,697 | 3,451 | 1.32% | 1.36% | 219 | +620 | 1.77% | Q1 2026 | May 12, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 35,631 | 3,445 | 2.33% | 2.32% | 220 | +3,932 | 12.4% | Q1 2026 | Apr 28, 2026 |
| RDA Financial Network | History | Reduced | 35,263 | 3,409 | 0.85% | 0.88% | 221 | -21 | -0.06% | Q1 2026 | Apr 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 35,033 | 3,387 | 0.42% | 0.58% | 222 | -9,245 | -20.88% | Q1 2026 | Apr 27, 2026 |
| IRON Financial LLC | History | Added to | 33,821 | 3,270 | 1.43% | 1.61% | 223 | +75 | 0.22% | Q1 2026 | Apr 27, 2026 |
| Point72 Asset Management, L.P. | History | New | 33,800 | 3,268 | 0.0% | — | 225 | +33,800 | New | Q1 2026 | May 15, 2026 |
| Trajan Wealth LLC | History | Added to | 33,801 | 3,268 | 0.13% | 0.14% | 224 | +368 | 1.1% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 33,103 | 3,201 | 0.01% | 0.01% | 226 | -275 | -0.82% | Q1 2026 | May 08, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 32,174 | 3,111 | 0.6% | 0.65% | 227 | -9,854 | -23.45% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 31,893 | 3,084 | 0.1% | 0.03% | 228 | +4,087 | 14.7% | Q1 2026 | Apr 23, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 31,675 | 3,062 | 1.66% | 1.78% | 229 | +123 | 0.39% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 31,578 | 3,053 | 0.95% | 1.36% | 230 | -10,597 | -25.13% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 31,308 | 3,027 | 0.16% | 0.19% | 231 | -11,051 | -26.09% | Q1 2026 | Apr 28, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 31,133 | 3,010 | 2.54% | 2.79% | 232 | +2 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Tactive Advisors, LLC | History | Reduced | 31,100 | 3,007 | 0.85% | 0.96% | 233 | -674 | -2.12% | Q1 2026 | Apr 16, 2026 |
| Westshore Wealth, LLC | History | No change | 28,562 | 2,957 | 0.98% | 0.98% | 234 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,280 | 2,928 | 0.0% | 0.01% | 235 | +5,327 | 21.35% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 30,184 | 2,918 | 0.21% | 0.23% | 236 | -2,199 | -6.79% | Q1 2026 | Apr 10, 2026 |
| BXM Wealth LLC | History | Reduced | 29,915 | 2,892 | 2.23% | 2.33% | 237 | -69,163 | -69.81% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Reduced | 29,132 | 2,817 | 0.09% | 0.09% | 238 | -520 | -1.75% | Q1 2026 | May 14, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 29,000 | 2,804 | 2.82% | 3.08% | 239 | -410 | -1.39% | Q1 2026 | May 15, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 27,423 | 2,786 | 0.31% | 0.4% | 240 | -195 | -0.71% | Q1 2026 | May 12, 2026 |
| LM Advisors LLC | History | Added to | 265 | 2,742 | 0.04% | 0.04% | 241 | +22 | 9.05% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 28,109 | 2,718 | 0.02% | 0.02% | 242 | -883 | -3.05% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | Added to | 28,102 | 2,717 | 1.12% | 1.2% | 243 | +577 | 2.1% | Q1 2026 | Apr 21, 2026 |
| XML Financial, LLC | History | Reduced | 27,695 | 2,678 | 0.22% | 0.26% | 244 | -3,001 | -9.78% | Q1 2026 | Apr 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 27,442 | 2,654 | 0.0% | 0.0% | 245 | +13,157 | 92.1% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 27,221 | 2,625 | 0.02% | 0.04% | 246 | -8,842 | -24.52% | Q1 2026 | Apr 07, 2026 |
| Vantage Point Financial LLC | History | Reduced | 26,976 | 2,608 | 0.91% | 1.06% | 247 | -1,526 | -5.35% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 26,962 | 2,607 | 0.13% | 0.14% | 248 | +1,243 | 4.83% | Q1 2026 | Apr 23, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 26,962 | 2,607 | 1.31% | 1.38% | 249 | -415 | -1.52% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 25,990 | 2,513 | 0.05% | 0.06% | 250 | -1,420 | -5.18% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 25,917 | 2,506 | 0.02% | 0.02% | 251 | -167 | -0.64% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 25,815 | 2,496 | 0.07% | 0.08% | 252 | +1,505 | 6.19% | Q1 2026 | May 11, 2026 |
| Cross Staff Investments Inc | History | No change | 25,230 | 2,439 | 1.24% | 1.44% | 253 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| L & S Advisors Inc | History | Reduced | 25,058 | 2,423 | 0.3% | 0.25% | 254 | -928 | -3.57% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 25,026 | 2,420 | 0.0% | 0.0% | 255 | -652 | -2.54% | Q1 2026 | May 08, 2026 |
| BARINGS LLC | History | No change | 24,935 | 2,411 | 0.04% | 0.05% | 256 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | Reduced | 23,789 | 2,300 | 0.47% | 0.56% | 257 | -1,266 | -5.05% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 23,500 | 2,272 | 0.15% | 0.23% | 258 | -9,934 | -29.71% | Q1 2026 | Apr 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 22,981 | 2,222 | 0.26% | 0.28% | 259 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| First Financial Group Corp | History | Reduced | 22,868 | 2,211 | 1.81% | 2.02% | 260 | -50 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 22,541 | 2,179 | 0.0% | 0.01% | 261 | +482 | 2.19% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 22,407 | 2,166 | 0.13% | 0.11% | 262 | -454 | -1.99% | Q1 2026 | Apr 28, 2026 |
| Element Squared LLC | History | Reduced | 22,361 | 2,162 | 1.22% | 1.27% | 263 | -251 | -1.11% | Q1 2026 | Apr 23, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 21,978 | 2,125 | 0.62% | 0.68% | 264 | -530 | -2.35% | Q1 2026 | Apr 17, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 21,971 | 2,124 | 1.79% | 1.92% | 265 | -3,419 | -13.47% | Q1 2026 | May 15, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 21,708 | 2,099 | 0.09% | 0.12% | 266 | -5,395 | -19.91% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Reduced | 21,694 | 2,097 | 0.16% | 2.0% | 267 | -226,004 | -91.24% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 21,506 | 2,079 | 0.03% | 0.03% | 268 | +309 | 1.46% | Q1 2026 | Apr 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 21,492 | 2,078 | 0.25% | 0.28% | 269 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 21,396 | 2,068 | 0.13% | 0.14% | 270 | -51 | -0.24% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Reduced | 21,227 | 2,047 | 0.33% | 0.39% | 271 | -423 | -1.95% | Q1 2026 | Apr 14, 2026 |
| Realta Investment Advisors | History | No change | 21,090 | 2,039 | 0.71% | 0.71% | 272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 20,949 | 2,025 | 0.06% | 0.01% | 274 | +18,181 | 656.83% | Q1 2026 | May 13, 2026 |
| FCA CORP /TX | History | Added to | 20,941 | 2,025 | 0.57% | 0.59% | 273 | +799 | 3.97% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 20,736 | 2,005 | 0.02% | 0.03% | 275 | -635 | -2.97% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 20,706 | 2,002 | 0.59% | 0.62% | 276 | +931 | 4.71% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 20,640 | 1,995 | 0.01% | 0.01% | 277 | +559 | 2.78% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 20,569 | 1,989 | 0.04% | 0.04% | 278 | -229 | -1.1% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | Reduced | 20,095 | 1,943 | 0.16% | 0.2% | 279 | -872 | -4.16% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 20,069 | 1,940 | 0.02% | 0.03% | 280 | -2,628 | -11.58% | Q1 2026 | May 05, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 19,986 | 1,932 | 0.17% | 0.13% | 281 | -887 | -4.25% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 19,759 | 1,910 | 0.01% | 0.01% | 282 | +9 | 0.05% | Q1 2026 | Apr 29, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 19,606 | 1,895 | 0.57% | 0.63% | 283 | -813 | -3.98% | Q1 2026 | Apr 17, 2026 |
| Cascade Financial Partners, LLC | History | No change | 19,535 | 1,889 | 0.19% | 0.21% | 284 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 19,436 | 1,879 | 0.01% | 0.0% | 285 | +11,689 | 150.88% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 18,498 | 1,788 | 0.23% | — | 286 | +18,498 | New | Q1 2026 | Apr 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 18,363 | 1,775 | 0.19% | 0.11% | 287 | +6,368 | 53.09% | Q1 2026 | May 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 18,254 | 1,765 | 0.1% | 0.12% | 288 | -553 | -2.94% | Q1 2026 | Apr 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,198 | 1,759 | 0.01% | 0.02% | 289 | -6,048 | -24.94% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 16,550 | 1,713 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 17,407 | 1,683 | 0.0% | — | 291 | +17,407 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,138 | 1,657 | 0.04% | 0.05% | 292 | -3,070 | -15.19% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 16,701 | 1,614 | 0.03% | 0.03% | 293 | -167 | -0.99% | Q1 2026 | Apr 27, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 16,533 | 1,598 | 0.71% | 0.74% | 294 | +961 | 6.17% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,444 | 1,590 | 0.06% | 0.06% | 295 | -1,050 | -6.0% | Q1 2026 | Apr 14, 2026 |
| SIERRA OCEAN, LLC | History | Reduced | 16,283 | 1,574 | 1.29% | 1.4% | 296 | -40 | -0.25% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Planning LLC | History | Reduced | 16,213 | 1,567 | 0.47% | 0.52% | 298 | -467 | -2.8% | Q1 2026 | Apr 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 15,140 | 1,567 | 0.12% | 0.12% | 297 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 16,173 | 1,563 | 0.01% | 0.01% | 299 | -3,285 | -16.88% | Q1 2026 | May 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 16,138 | 1,560 | 0.23% | 0.26% | 300 | -222 | -1.36% | Q1 2026 | Apr 16, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 16,062 | 1,553 | 0.28% | 0.4% | 301 | +1,900 | 13.42% | Q1 2026 | May 01, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 15,143 | 1,540 | 0.03% | 0.04% | 302 | -452 | -2.9% | Q1 2026 | May 04, 2026 |
| M3 Advisory Group, LLC | History | Added to | 15,657 | 1,514 | 0.93% | 0.95% | 303 | +618 | 4.11% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 15,586 | 1,507 | 0.07% | 0.09% | 304 | -1,671 | -9.68% | Q1 2026 | Apr 28, 2026 |
| Berger Financial Group, Inc | History | Reduced | 15,516 | 1,500 | 0.08% | 0.09% | 305 | -203 | -1.29% | Q1 2026 | Apr 28, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 15,464 | 1,495 | 0.33% | 0.37% | 306 | -597 | -3.72% | Q1 2026 | May 13, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 15,310 | 1,480 | 0.43% | 4.61% | 307 | -140,803 | -90.19% | Q1 2026 | Apr 23, 2026 |
| RCW Management, LLC | History | Reduced | 15,314 | 1,480 | 1.52% | 1.7% | 308 | -904 | -5.57% | Q1 2026 | Apr 15, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 15,166 | 1,466 | 0.37% | 0.38% | 309 | -152 | -0.99% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 15,136 | 1,463 | 0.0% | 0.0% | 310 | -3,042 | -16.73% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,076 | 1,457 | 0.02% | 0.01% | 311 | +7,621 | 102.23% | Q1 2026 | May 12, 2026 |
| MADDEN SECURITIES Corp | History | No change | 15,000 | 1,450 | 0.44% | 0.47% | 312 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 14,773 | 1,428 | 0.79% | 0.9% | 313 | -1,084 | -6.84% | Q1 2026 | Apr 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 14,668 | 1,418 | 0.0% | 0.0% | 314 | +1,089 | 8.02% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 14,602 | 1,412 | 0.22% | 0.24% | 315 | -1,453 | -9.05% | Q1 2026 | May 05, 2026 |
| PKS Advisory Services, LLC | History | Added to | 14,463 | 1,398 | 0.32% | 0.34% | 316 | +200 | 1.4% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,323 | 1,379 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 14,212 | 1,374 | 0.03% | 0.03% | 318 | -1,158 | -7.53% | Q1 2026 | Apr 27, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 13,874 | 1,341 | 0.02% | 0.03% | 319 | -3,140 | -18.46% | Q1 2026 | May 12, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 13,802 | 1,334 | 0.86% | 0.98% | 320 | -416 | -2.93% | Q1 2026 | Apr 10, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 13,733 | 1,327 | 0.78% | 0.83% | 321 | -191 | -1.37% | Q1 2026 | Apr 17, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | No change | 13,642 | 1,319 | 1.14% | 1.14% | 322 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pioneer Family Office, LLC | History | No change | 13,475 | 1,303 | 0.84% | 0.94% | 323 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 13,442 | 1,299 | 0.05% | — | 324 | +13,442 | New | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 13,423 | 1,298 | 0.04% | 0.04% | 325 | -133 | -0.98% | Q1 2026 | Apr 21, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 13,401 | 1,295 | 0.98% | 1.03% | 326 | -176 | -1.3% | Q1 2026 | May 08, 2026 |
| Soundwatch Capital LLC | History | Added to | 13,342 | 1,290 | 0.16% | 0.19% | 327 | +1,727 | 14.87% | Q1 2026 | May 05, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 13,344 | 1,290 | 1.29% | 1.43% | 328 | -1,300 | -8.88% | Q1 2026 | May 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 13,324 | 1,286 | 0.04% | 0.2% | 329 | -72,606 | -84.49% | Q1 2026 | Apr 08, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 13,156 | 1,272 | 0.04% | 0.04% | 330 | -369 | -2.73% | Q1 2026 | May 12, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 13,060 | 1,262 | 0.2% | 0.27% | 331 | -1,308 | -9.1% | Q1 2026 | Apr 17, 2026 |
| Balance Wealth, LLC | History | Added to | 12,976 | 1,254 | 0.39% | 0.39% | 332 | +1,146 | 9.69% | Q1 2026 | Apr 20, 2026 |
| Mendel Money Management | History | Added to | 12,884 | 1,245 | 0.52% | 0.55% | 333 | +249 | 1.97% | Q1 2026 | May 04, 2026 |
| Rothschild Wealth LLC | History | Reduced | 12,787 | 1,236 | 0.11% | 0.13% | 334 | -457 | -3.45% | Q1 2026 | May 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 11,718 | 1,213 | 0.09% | 0.09% | 335 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 12,477 | 1,206 | 0.24% | 0.29% | 336 | -470 | -3.63% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 12,295 | 1,192 | 0.02% | 0.03% | 337 | -67 | -0.54% | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | New | 12,294 | 1,188 | 0.08% | — | 338 | +12,294 | New | Q1 2026 | Apr 17, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 12,163 | 1,176 | 0.11% | 0.19% | 339 | -3,768 | -23.65% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 12,038 | 1,164 | 0.14% | 0.27% | 340 | -9,889 | -45.1% | Q1 2026 | May 05, 2026 |
| Able Wealth Management LLC | History | Reduced | 12,002 | 1,160 | 0.31% | 0.71% | 341 | -9,587 | -44.41% | Q1 2026 | Apr 24, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,834 | 1,144 | 0.01% | 0.0% | 342 | +100 | 0.85% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 11,711 | 1,132 | 0.09% | 0.1% | 343 | -707 | -5.69% | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 11,660 | 1,130 | 0.72% | 1.58% | 344 | -17,633 | -60.2% | Q1 2026 | May 12, 2026 |
| Echo45 Advisors LLC | History | Added to | 11,678 | 1,129 | 0.63% | 0.67% | 345 | +402 | 3.57% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 11,533 | 1,114 | 0.35% | 0.38% | 346 | -87 | -0.75% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 11,461 | 1,108 | 0.15% | 0.19% | 347 | -1,335 | -10.43% | Q1 2026 | Apr 13, 2026 |
| PFG Investments, LLC | History | Reduced | 11,407 | 1,103 | 0.05% | 0.06% | 348 | -611 | -5.08% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 11,019 | 1,102 | 0.71% | 0.83% | 349 | -525 | -4.55% | Q1 2026 | May 06, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 11,327 | 1,095 | 0.42% | 0.48% | 350 | -1,039 | -8.4% | Q1 2026 | Apr 24, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 11,307 | 1,093 | 0.37% | 0.41% | 351 | +2 | 0.02% | Q1 2026 | Apr 08, 2026 |
| Heck Capital Advisors, LLC | History | No change | 11,189 | 1,082 | 0.08% | 0.09% | 352 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,158 | 1,079 | 0.01% | 0.01% | 353 | +450 | 4.2% | Q1 2026 | Apr 07, 2026 |
| Compass Advisory Group LLC | History | Reduced | 11,025 | 1,066 | 0.29% | 0.69% | 354 | -13,557 | -55.15% | Q1 2026 | Apr 21, 2026 |
| Bawa N Mallick Trust | History | No change | 11,000 | 1,063 | 0.44% | 0.42% | 355 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,845 | 1,048 | 0.03% | 0.03% | 356 | -1,513 | -12.24% | Q1 2026 | Apr 15, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 10,764 | 1,040 | 0.08% | 0.09% | 357 | -632 | -5.55% | Q1 2026 | Apr 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 10,634 | 1,028 | 0.06% | 0.08% | 358 | -3,117 | -22.67% | Q1 2026 | Apr 24, 2026 |
| Keystone Financial Group | History | No change | 10,638 | 1,028 | 0.07% | 0.08% | 359 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 9,934 | 1,018 | 0.27% | 0.32% | 360 | -794 | -7.4% | Q1 2026 | Apr 21, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 10,466 | 1,012 | 0.53% | 0.71% | 361 | -206 | -1.93% | Q1 2026 | Apr 30, 2026 |
| Principle Wealth Partners LLC | History | No change | 10,363 | 1,002 | 0.06% | 0.06% | 362 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BCS Wealth Management | History | Reduced | 10,190 | 985 | 0.2% | 0.28% | 363 | -16,347 | -61.6% | Q1 2026 | Apr 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 9,964 | 963 | 0.23% | 0.25% | 364 | -16 | -0.16% | Q1 2026 | May 01, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 9,872 | 953 | 0.21% | 0.22% | 365 | -112 | -1.12% | Q1 2026 | Apr 08, 2026 |
| KPP Advisory Services LLC | History | Reduced | 9,849 | 952 | 0.14% | 0.15% | 366 | -41 | -0.41% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,843 | 951 | 0.05% | 0.06% | 367 | -259 | -2.56% | Q1 2026 | Apr 17, 2026 |
| SK Wealth Management, LLC | History | Reduced | 9,780 | 948 | 0.26% | 0.33% | 368 | -1,376 | -12.33% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 9,799 | 947 | 0.04% | 0.05% | 369 | +152 | 1.58% | Q1 2026 | Apr 24, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 9,778 | 945 | 0.11% | 0.12% | 370 | -499 | -4.86% | Q1 2026 | Apr 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 9,461 | 935 | 0.12% | 0.14% | 371 | -319 | -3.26% | Q1 2026 | Apr 20, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 9,540 | 922 | 0.41% | 0.53% | 372 | -1,887 | -16.51% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Reduced | 9,331 | 902 | 0.01% | 0.01% | 373 | -96 | -1.02% | Q1 2026 | Apr 27, 2026 |
| MGB Wealth Management, LLC | History | No change | 8,667 | 898 | 0.26% | 0.26% | 374 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Phraction Management LLC | History | No change | 9,095 | 879 | 0.18% | 0.25% | 375 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quantbot Technologies LP | History | New | 9,000 | 870 | 0.04% | — | 376 | +9,000 | New | Q1 2026 | May 13, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 8,808 | 851 | 0.28% | 0.26% | 377 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Smart Money Group LLC | History | Reduced | 8,778 | 848 | 0.25% | 0.27% | 378 | -213 | -2.37% | Q1 2026 | May 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 8,706 | 841 | 0.57% | 0.6% | 379 | +20 | 0.23% | Q1 2026 | May 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 8,742 | 838 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 8,575 | 829 | 0.19% | — | 381 | +8,575 | New | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 8,543 | 826 | 0.14% | 0.15% | 382 | -153 | -1.76% | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 8,005 | 813 | 0.05% | 0.06% | 383 | +3 | 0.04% | Q1 2026 | Apr 22, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 8,402 | 812 | 1.28% | 2.11% | 384 | -2,975 | -26.15% | Q1 2026 | Apr 13, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 8,363 | 808 | 0.25% | 0.3% | 385 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 8,298 | 802 | 0.2% | 0.27% | 386 | -1,068 | -11.4% | Q1 2026 | Apr 28, 2026 |
| XTX Topco Ltd | History | Reduced | 8,276 | 800 | 0.01% | 0.09% | 387 | -24,857 | -75.02% | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 8,242 | 797 | 0.59% | 0.64% | 388 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Auxano Advisors, LLC | History | Added to | 8,129 | 786 | 0.16% | 0.07% | 389 | +4,515 | 124.93% | Q1 2026 | May 01, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 8,053 | 778 | 0.38% | 0.58% | 390 | -2,163 | -21.17% | Q1 2026 | Apr 27, 2026 |
| SWMG, LLC | History | Added to | 8,038 | 777 | 0.22% | 0.23% | 391 | +112 | 1.41% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,010 | 774 | 0.0% | — | 393 | +8,010 | New | Q1 2026 | May 12, 2026 |
| COFG Advisors, LLC | History | Reduced | 8,011 | 774 | 0.19% | 0.21% | 392 | -29 | -0.36% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 7,944 | 768 | 0.06% | 0.07% | 394 | -425 | -5.08% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Added to | 7,834 | 757 | 0.04% | 0.04% | 395 | +608 | 8.41% | Q1 2026 | May 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 7,690 | 743 | 0.12% | 0.24% | 397 | -4,456 | -36.69% | Q1 2026 | Apr 10, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 7,691 | 743 | 0.26% | 0.28% | 396 | -51 | -0.66% | Q1 2026 | Apr 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,670 | 741 | 0.04% | 0.04% | 398 | +4,152 | 118.02% | Q1 2026 | Apr 22, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 7,584 | 733 | 0.08% | 0.1% | 399 | -1,072 | -12.38% | Q1 2026 | Apr 23, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 7,570 | 732 | 0.22% | 0.27% | 400 | -584 | -7.16% | Q1 2026 | Apr 30, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,253 | 727 | 0.06% | 0.07% | 402 | -166 | -2.24% | Q1 2026 | May 01, 2026 |
| Valued Retirements, Inc. | History | No change | 7,527 | 727 | 0.71% | 0.76% | 401 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,387 | 714 | 0.02% | 0.03% | 403 | -95 | -1.27% | Q1 2026 | May 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 7,331 | 708 | 0.06% | 0.83% | 404 | -99,229 | -93.12% | Q1 2026 | Apr 17, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 7,327 | 708 | 0.11% | 0.12% | 405 | -503 | -6.42% | Q1 2026 | Apr 08, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 7,244 | 700 | 0.33% | 0.4% | 406 | -1,083 | -13.01% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,208 | 697 | 0.01% | 0.01% | 407 | +1,790 | 33.04% | Q1 2026 | May 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,197 | 696 | 0.01% | 0.01% | 408 | -234 | -3.15% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Added to | 7,145 | 690 | 0.03% | 0.02% | 409 | +2,251 | 46.0% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 7,107 | 687 | 0.01% | — | 411 | +7,107 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 7,107 | 687 | 0.02% | — | 412 | +7,107 | New | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Reduced | 7,110 | 687 | 0.08% | 0.1% | 410 | -330 | -4.44% | Q1 2026 | Apr 17, 2026 |
| Beckerman Institutional, LLC | History | No change | 7,019 | 678 | 0.36% | 0.41% | 413 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 7,006 | 677 | 0.69% | 0.7% | 414 | +23 | 0.33% | Q1 2026 | Apr 17, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 6,959 | 673 | 0.61% | 0.59% | 415 | +749 | 12.06% | Q1 2026 | Apr 23, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 6,951 | 672 | 0.51% | 0.6% | 416 | -625 | -8.25% | Q1 2026 | Apr 30, 2026 |
| BIP Wealth, LLC | History | Added to | 6,903 | 667 | 0.03% | 0.01% | 417 | +4,694 | 212.49% | Q1 2026 | Apr 27, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 6,905 | 667 | 0.03% | 0.03% | 418 | -325 | -4.5% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 6,891 | 666 | 0.01% | 0.01% | 419 | +290 | 4.39% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 6,871 | 664 | 0.02% | 0.03% | 420 | -4,406 | -39.07% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,739 | 651 | 0.0% | 0.01% | 422 | +430 | 6.82% | Q1 2026 | Apr 15, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 6,738 | 651 | 0.1% | 0.11% | 421 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 6,684 | 646 | 0.02% | 0.02% | 424 | +374 | 5.93% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,686 | 646 | 0.0% | 0.0% | 423 | -369 | -5.23% | Q1 2026 | May 14, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 6,629 | 641 | 0.15% | 0.16% | 425 | -277 | -4.01% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | No change | 6,602 | 638 | 0.06% | 0.07% | 426 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kapstone Financial Advisors LLC | History | New | 6,554 | 633 | 0.31% | — | 428 | +6,554 | New | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 6,116 | 633 | 0.03% | 0.04% | 427 | -1,545 | -20.17% | Q1 2026 | Apr 08, 2026 |
| Autumn Glory Partners, LLC | History | No change | 6,540 | 632 | 0.23% | 0.24% | 429 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 6,464 | 625 | 0.04% | 0.05% | 430 | -27 | -0.42% | Q1 2026 | May 12, 2026 |
| ProVise Management Group, LLC | History | No change | 6,381 | 617 | 0.04% | 0.05% | 431 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 6,251 | 604 | 0.06% | 0.06% | 432 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 6,228 | 602 | 0.09% | 0.12% | 433 | -1,687 | -21.31% | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 6,218 | 601 | 0.03% | 0.03% | 434 | -295 | -4.53% | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | New | 6,196 | 597 | 0.3% | — | 435 | +6,196 | New | Q1 2026 | Apr 08, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 5,703 | 590 | 0.5% | 0.5% | 436 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 6,030 | 583 | 0.21% | 0.31% | 437 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 6,020 | 582 | 0.01% | 0.01% | 438 | +2,423 | 67.36% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,996 | 579 | 0.0% | 0.0% | 439 | -13,638 | -69.46% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,955 | 575 | 0.0% | 0.0% | 440 | -25 | -0.42% | Q1 2026 | Apr 24, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 5,704 | 551 | 0.29% | 1.13% | 441 | -17,123 | -75.01% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,690 | 550 | 0.0% | 0.0% | 442 | +65 | 1.16% | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 5,663 | 547 | 0.19% | 0.21% | 443 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dash Acquisitions Inc. | History | No change | 5,329 | 546 | 0.11% | 0.12% | 444 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 5,630 | 544 | 0.36% | 0.4% | 445 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | No change | 5,192 | 537 | 0.04% | 0.04% | 446 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,509 | 532 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 5,493 | 531 | 0.0% | 0.0% | 448 | +2,789 | 103.14% | Q1 2026 | May 13, 2026 |
| Blossom Wealth Management | History | Added to | 5,491 | 530 | 0.79% | 0.89% | 449 | +275 | 5.27% | Q1 2026 | Apr 28, 2026 |
| Dorato Capital Management | History | Reduced | 5,370 | 529 | 0.39% | 0.44% | 450 | -98 | -1.79% | Q1 2026 | Apr 09, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 5,462 | 528 | 0.16% | 0.17% | 451 | +139 | 2.61% | Q1 2026 | May 08, 2026 |
| Vision Capital Management, Inc. | History | No change | 5,453 | 527 | 0.07% | 0.07% | 452 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 5,427 | 524 | 0.21% | 0.26% | 453 | -667 | -10.95% | Q1 2026 | Apr 21, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 5,043 | 522 | 0.31% | 0.31% | 454 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 5,368 | 519 | 0.0% | 0.0% | 455 | +123 | 2.35% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 5,340 | 516 | 0.0% | 0.0% | 456 | -483 | -8.29% | Q1 2026 | May 15, 2026 |
| QSV Equity Investors LLC | History | No change | 4,950 | 512 | 0.76% | 0.76% | 457 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,289 | 511 | 0.07% | 0.14% | 458 | -3,944 | -42.72% | Q1 2026 | May 13, 2026 |
| TFR Capital, LLC. | History | Reduced | 5,282 | 510 | 0.16% | 0.22% | 459 | -1,022 | -16.21% | Q1 2026 | May 04, 2026 |
| Legacy Private Trust Co. | History | Reduced | 5,215 | 504 | 0.03% | 0.03% | 460 | -470 | -8.27% | Q1 2026 | Apr 07, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 5,219 | 504 | 0.12% | 0.13% | 461 | -165 | -3.06% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 5,131 | 496 | 0.02% | 0.02% | 462 | -31 | -0.6% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 5,107 | 493 | 0.0% | 0.0% | 463 | +957 | 23.06% | Q1 2026 | May 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 5,085 | 491 | 0.1% | 0.1% | 464 | -8 | -0.16% | Q1 2026 | Apr 14, 2026 |
| Guardian Capital, LLC | History | Reduced | 5,076 | 490 | 0.47% | 0.55% | 465 | -891 | -14.93% | Q1 2026 | May 11, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 5,009 | 484 | 0.42% | 0.44% | 466 | +182 | 3.77% | Q1 2026 | May 04, 2026 |
| Patten Group, Inc. | History | Reduced | 4,968 | 480 | 0.08% | 0.12% | 467 | -1,404 | -22.03% | Q1 2026 | Apr 24, 2026 |
| Smith Thornton Advisors LLC | History | No change | 4,968 | 480 | 0.24% | 0.26% | 468 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Anson Capital, Inc. | History | Reduced | 4,950 | 478 | 0.33% | 0.4% | 469 | -395 | -7.39% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 4,919 | 475 | 0.04% | 0.04% | 470 | +98 | 2.03% | Q1 2026 | Apr 08, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 4,891 | 472 | 0.3% | 0.36% | 471 | -629 | -11.39% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,877 | 471 | 0.0% | 0.01% | 472 | -1,506 | -23.59% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,824 | 466 | 0.0% | 0.0% | 473 | -294 | -5.74% | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 4,800 | 464 | 0.12% | 0.11% | 474 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 4,770 | 461 | 0.21% | 1.13% | 475 | -26,071 | -84.53% | Q1 2026 | May 05, 2026 |
| CFO4Life Group, LLC | History | No change | 4,714 | 455 | 0.07% | 0.07% | 476 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 4,699 | 454 | 0.03% | 0.03% | 477 | -234 | -4.74% | Q1 2026 | May 06, 2026 |
| Fortis Capital Management LLC | History | No change | 4,666 | 451 | 0.05% | 0.06% | 478 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,593 | 444 | 0.01% | 0.01% | 479 | -22 | -0.48% | Q1 2026 | Apr 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 4,589 | 443 | 0.07% | 0.08% | 480 | -241 | -4.99% | Q1 2026 | Apr 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 4,555 | 440 | 0.03% | 0.03% | 481 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,539 | 438 | 0.04% | 0.06% | 482 | -1,568 | -25.68% | Q1 2026 | Apr 30, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 4,537 | 438 | 0.14% | 0.17% | 483 | +10 | 0.22% | Q1 2026 | May 04, 2026 |
| Whelan Financial | History | No change | 4,474 | 432 | 0.13% | 0.14% | 484 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WELCH & FORBES LLC | History | Reduced | 4,464 | 431 | 0.01% | 0.01% | 485 | -42 | -0.93% | Q1 2026 | May 01, 2026 |
| Family Capital Management, Inc. | History | No change | 4,451 | 430 | 0.19% | 0.2% | 486 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Atlas Brown,Inc. | History | Added to | 4,444 | 429 | 0.13% | 0.14% | 487 | +13 | 0.29% | Q1 2026 | Apr 17, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 4,400 | 425 | 0.09% | 0.1% | 488 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,367 | 422 | 0.0% | 0.0% | 489 | +3,552 | 435.83% | Q1 2026 | May 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 4,318 | 417 | 0.02% | 0.02% | 490 | +860 | 24.87% | Q1 2026 | Apr 30, 2026 |
| Intrua Financial, LLC | History | Reduced | 4,309 | 416 | 0.04% | 0.05% | 491 | -75 | -1.71% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,299 | 415 | 0.01% | 0.01% | 492 | +890 | 26.11% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 4,268 | 412 | 0.02% | 0.03% | 493 | +2,054 | 92.77% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,293 | 406 | 0.03% | 0.17% | 494 | -31,147 | -87.89% | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 4,137 | 400 | 0.0% | 0.0% | 495 | +386 | 10.29% | Q1 2026 | May 13, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 4,114 | 397 | 0.09% | 0.11% | 498 | -400 | -8.86% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 3,835 | 397 | 0.03% | 0.03% | 496 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 4,111 | 397 | 0.07% | 0.08% | 497 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clare Market Investments LLC | History | New | 4,079 | 394 | 0.08% | — | 499 | +4,079 | New | Q1 2026 | Apr 29, 2026 |
| Stiles Financial Services Inc | History | No change | 4,060 | 392 | 0.12% | 0.13% | 500 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Added to | 4,036 | 390 | 0.0% | 0.0% | 501 | +1,821 | 82.21% | Q1 2026 | May 11, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 4,026 | 389 | 0.26% | 0.28% | 502 | -20 | -0.49% | Q1 2026 | Apr 13, 2026 |
| IPG Investment Advisors LLC | History | No change | 3,986 | 385 | 0.07% | 0.07% | 503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Willow Financial LLC | History | No change | 3,985 | 385 | 0.39% | 0.42% | 504 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,943 | 381 | 0.04% | — | 507 | +3,943 | New | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,942 | 381 | 0.0% | 0.0% | 505 | -143 | -3.5% | Q1 2026 | May 01, 2026 |
| Claro Advisors Inc. | History | No change | 3,941 | 381 | 0.05% | 0.06% | 506 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 3,900 | 377 | 0.0% | — | 509 | +3,900 | New | Q1 2026 | May 14, 2026 |
| 360 Financial, Inc. | History | Reduced | 3,904 | 377 | 0.11% | 0.18% | 508 | -1,859 | -32.26% | Q1 2026 | May 07, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 3,833 | 370 | 0.1% | 0.09% | 510 | +1,070 | 38.73% | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,815 | 368 | 0.0% | 0.01% | 511 | +52 | 1.38% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 3,799 | 367 | 0.0% | 0.0% | 512 | -265 | -6.52% | Q1 2026 | May 01, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,803 | 367 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True North Advisors, LLC | History | No change | 3,777 | 365 | 0.04% | 0.05% | 514 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Winter & Associates, Inc. | History | Reduced | 3,746 | 363 | 0.32% | 0.37% | 515 | -159 | -4.07% | Q1 2026 | Apr 08, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 3,587 | 359 | 0.08% | 0.14% | 516 | -2,323 | -39.31% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,695 | 357 | 0.0% | 0.0% | 517 | +2,206 | 148.15% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,690 | 356 | 0.02% | 0.02% | 518 | +63 | 1.74% | Q1 2026 | May 12, 2026 |
| BANK OF HAWAII | History | No change | 3,634 | 351 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,624 | 350 | 0.03% | 0.03% | 520 | -60 | -1.63% | Q1 2026 | Apr 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 3,553 | 343 | 0.1% | 0.09% | 522 | -2,078 | -36.9% | Q1 2026 | Apr 16, 2026 |
| NFSG Corp | History | No change | 3,555 | 343 | 0.06% | 0.06% | 521 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | Reduced | 3,529 | 341 | 0.02% | 0.02% | 523 | -579 | -14.09% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,520 | 340 | 0.0% | 0.0% | 524 | +363 | 11.5% | Q1 2026 | Apr 27, 2026 |
| Fairscale Capital, LLC | History | Added to | 3,490 | 337 | 0.23% | 0.23% | 525 | +147 | 4.4% | Q1 2026 | May 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 3,426 | 331 | 0.12% | 0.13% | 526 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 3,366 | 325 | 0.06% | 0.06% | 527 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 3,316 | 320 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 3,307 | 320 | 0.23% | 0.23% | 529 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,289 | 318 | 0.01% | 0.0% | 530 | +1,065 | 47.89% | Q1 2026 | May 07, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 3,279 | 317 | 0.09% | 0.1% | 531 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Westend Capital Management, LLC | History | No change | 3,277 | 316 | 0.09% | 0.09% | 532 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 3,250 | 314 | 0.15% | 0.87% | 533 | -14,515 | -81.71% | Q1 2026 | Apr 21, 2026 |
| NavPoint Financial, Inc. | History | No change | 3,163 | 305 | 0.12% | 0.14% | 534 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| One Capital Management, LLC | History | No change | 3,143 | 303 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,119 | 301 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TSG Advice Partners, LLC | History | No change | 3,105 | 300 | 0.04% | 0.05% | 537 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,053 | 295 | 0.01% | — | 538 | +3,053 | New | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Reduced | 3,046 | 294 | 0.01% | 0.01% | 540 | -226 | -6.91% | Q1 2026 | Apr 22, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,050 | 294 | 0.03% | 0.04% | 539 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | Added to | 3,039 | 293 | 0.03% | 0.03% | 542 | +130 | 4.47% | Q1 2026 | May 11, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 3,033 | 293 | 0.05% | 0.05% | 543 | +4 | 0.13% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 3,030 | 293 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Baron Wealth Management LLC | History | New | 3,025 | 292 | 0.09% | — | 544 | +3,025 | New | Q1 2026 | Apr 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,923 | 292 | 0.01% | — | 545 | +2,923 | New | Q1 2026 | May 01, 2026 |
| Barnett & Company, Inc. | History | Reduced | 2,996 | 289 | 0.22% | 0.25% | 546 | -55 | -1.8% | Q1 2026 | Apr 30, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,947 | 284 | 0.0% | 0.0% | 547 | +354 | 13.65% | Q1 2026 | Apr 10, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 2,940 | 284 | 0.18% | 0.2% | 548 | -175 | -5.62% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 2,899 | 280 | 0.0% | 0.0% | 549 | -5 | -0.17% | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 2,886 | 279 | 0.02% | 0.02% | 550 | +78 | 2.78% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 2,883 | 278 | 0.0% | — | 551 | +2,883 | New | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 2,864 | 276 | 0.02% | 0.03% | 552 | +1 | 0.03% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Reduced | 2,820 | 272 | 0.0% | 0.0% | 554 | -799 | -22.08% | Q1 2026 | May 12, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 2,823 | 272 | 0.03% | 0.03% | 556 | +20 | 0.71% | Q1 2026 | Apr 21, 2026 |
| Piedmont Capital Management, LLC | History | No change | 2,820 | 272 | 0.14% | 0.15% | 553 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Red Mountain Financial, LLC | History | No change | 2,815 | 272 | 0.26% | 0.29% | 555 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 2,801 | 271 | 0.0% | 0.0% | 557 | -200 | -6.66% | Q1 2026 | May 05, 2026 |
| Clarus Group, Inc. | History | Reduced | 2,805 | 271 | 0.1% | 0.1% | 558 | -9 | -0.32% | Q1 2026 | Apr 21, 2026 |
| CapWealth Advisors, LLC | History | No change | 2,786 | 269 | 0.02% | 0.02% | 559 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,782 | 268 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 2,754 | 266 | 0.1% | 0.13% | 561 | -457 | -14.23% | Q1 2026 | May 11, 2026 |
| Bell Bank | History | Added to | 2,734 | 264 | 0.01% | 0.01% | 562 | +243 | 9.76% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,725 | 263 | 0.0% | 0.0% | 563 | +2,357 | 640.49% | Q1 2026 | May 15, 2026 |
| CULBERTSON A N & CO INC | History | No change | 2,701 | 261 | 0.03% | 0.04% | 564 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2,700 | 261 | 0.03% | 0.04% | 565 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 2,681 | 259 | 0.05% | 0.06% | 566 | -58 | -2.12% | Q1 2026 | Apr 13, 2026 |
| Sterling Investment Counsel, LLC | History | New | 2,670 | 258 | 0.07% | — | 567 | +2,670 | New | Q1 2026 | Apr 16, 2026 |
| GatePass Capital, LLC | History | No change | 2,648 | 256 | 0.12% | 0.14% | 568 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,637 | 255 | 0.01% | 0.01% | 570 | -101 | -3.69% | Q1 2026 | Apr 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 2,645 | 255 | 0.02% | 0.02% | 569 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| New Insight Wealth Advisors | History | Reduced | 2,635 | 254 | 0.09% | 0.12% | 572 | -675 | -20.39% | Q1 2026 | May 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,631 | 254 | 0.01% | 0.01% | 571 | -7 | -0.27% | Q1 2026 | Apr 20, 2026 |
| DAVIS R M INC | History | No change | 2,620 | 253 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 2,611 | 252 | 0.02% | 0.02% | 574 | +185 | 7.63% | Q1 2026 | Apr 28, 2026 |
| Sensible Money, LLC | History | No change | 2,589 | 250 | 0.08% | 0.09% | 575 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ketron Financial | History | Reduced | 2,447 | 236 | 0.08% | 0.08% | 576 | -5 | -0.2% | Q1 2026 | Apr 21, 2026 |
| Randolph Co Inc | History | Added to | 2,440 | 235 | 0.02% | 0.02% | 577 | +251 | 11.47% | Q1 2026 | Apr 24, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 2,435 | 235 | 0.01% | 0.02% | 580 | -58 | -2.33% | Q1 2026 | May 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 2,435 | 235 | 0.05% | 0.05% | 578 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| American Financial Advisors, LLC | History | No change | 2,431 | 235 | 0.03% | 0.03% | 579 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 2,422 | 234 | 0.13% | — | 581 | +2,422 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,413 | 233 | 0.01% | 0.01% | 583 | -24 | -0.98% | Q1 2026 | May 14, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 2,414 | 233 | 0.12% | 0.11% | 582 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stillwater Wealth Management Group | History | Added to | 2,400 | 232 | 0.14% | 0.17% | 584 | +5 | 0.21% | Q1 2026 | May 11, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 2,392 | 231 | 0.03% | 0.03% | 585 | -63 | -2.57% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | No change | 2,372 | 229 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Portside Wealth Group, LLC | History | No change | 2,363 | 228 | 0.03% | 0.03% | 587 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,200 | 227 | 0.16% | 0.16% | 588 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 2,319 | 224 | 0.13% | 0.15% | 589 | -235 | -9.2% | Q1 2026 | Apr 07, 2026 |
| Facet Wealth, Inc. | History | Reduced | 2,307 | 223 | 0.0% | 0.0% | 591 | -43 | -1.83% | Q1 2026 | May 07, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 2,308 | 223 | 0.07% | 0.12% | 592 | -24 | -1.03% | Q1 2026 | May 14, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 2,271 | 223 | 0.06% | 0.06% | 590 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 2,303 | 222 | 0.01% | 0.01% | 593 | -9 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Saxony Capital Management, LLC | History | Added to | 2,257 | 218 | 0.13% | 0.14% | 594 | +55 | 2.5% | Q1 2026 | Apr 24, 2026 |
| Texas Yale Capital Corp. | History | No change | 2,250 | 217 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,242 | 216 | 0.01% | 0.04% | 596 | -5,233 | -70.01% | Q1 2026 | May 12, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 2,226 | 215 | 0.03% | 0.03% | 598 | -134 | -5.68% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,233 | 215 | 0.02% | 0.02% | 597 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Traction Financial Partners, LLC | History | No change | 2,223 | 214 | 0.13% | 0.14% | 599 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | New | 2,194 | 212 | 0.0% | — | 603 | +2,194 | New | Q1 2026 | May 05, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 2,198 | 212 | 0.04% | 0.05% | 602 | -6 | -0.27% | Q1 2026 | May 08, 2026 |
| Proficio Capital Partners LLC | History | No change | 2,200 | 212 | 0.01% | 0.02% | 600 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GenTrust, LLC | History | No change | 2,200 | 212 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,145 | 207 | 0.0% | 0.0% | 604 | +154 | 7.73% | Q1 2026 | May 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,121 | 205 | 0.07% | 0.1% | 606 | -654 | -23.57% | Q1 2026 | Apr 24, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 2,121 | 205 | 0.03% | 0.04% | 605 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 2,115 | 204 | 0.03% | — | 608 | +2,115 | New | Q1 2026 | Apr 16, 2026 |
| Sonoma Allocations LLC | History | Reduced | 2,125 | 204 | 0.07% | 0.07% | 607 | -25 | -1.16% | Q1 2026 | May 19, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,106 | 203 | 0.01% | 0.02% | 610 | -267 | -11.25% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,105 | 203 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Alchemi Wealth, LLC | History | No change | 2,100 | 203 | 0.11% | 0.12% | 611 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,076 | 200 | 0.01% | 0.01% | 612 | -1,038 | -33.33% | Q1 2026 | May 13, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 1,985 | 200 | 0.13% | 0.19% | 613 | -694 | -25.91% | Q1 2026 | Apr 16, 2026 |
| Capital Analysts, LLC | History | Added to | 2,057 | 199 | 0.01% | 0.0% | 614 | +1,053 | 104.88% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,005 | 193 | 0.06% | 0.07% | 615 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MidFirst Bank | History | No change | 1,862 | 180 | 0.01% | 0.02% | 616 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 1,851 | 178 | 0.02% | 0.02% | 617 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 1,726 | 166 | 0.04% | 0.0% | 618 | +1,659 | 2476.12% | Q1 2026 | Apr 22, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 1,668 | 161 | 0.04% | 0.04% | 619 | -13 | -0.77% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 1,627 | 157 | 0.03% | 0.03% | 620 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,582 | 152 | 0.08% | 0.08% | 621 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,500 | 145 | 0.08% | 0.09% | 622 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BARD ASSOCIATES INC | History | Added to | 1,472 | 142 | 0.04% | 0.04% | 623 | +65 | 4.62% | Q1 2026 | May 07, 2026 |
| Hoese & Co LLP | History | No change | 1,448 | 140 | 0.1% | 0.11% | 624 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,400 | 135 | 0.03% | 0.03% | 625 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,363 | 131 | 0.0% | 0.01% | 626 | -182 | -11.78% | Q1 2026 | Apr 07, 2026 |
| Avalon Trust Co | History | New | 1,200 | 116 | 0.01% | — | 628 | +1,200 | New | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,200 | 116 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Scarborough Advisors, LLC | History | No change | 1,195 | 115 | 0.01% | 0.02% | 629 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,094 | 105 | 0.02% | 0.02% | 630 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,093 | 105 | 0.06% | 0.07% | 631 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| First PREMIER Bank | History | No change | 1,065 | 103 | 0.02% | 0.03% | 632 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,020 | 98 | 0.0% | — | 633 | +1,020 | New | Q1 2026 | May 08, 2026 |
| Crewe Advisors LLC | History | Reduced | 1,011 | 97 | 0.01% | 0.01% | 634 | -75 | -6.91% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 918 | 88 | 0.0% | 0.0% | 635 | +339 | 58.55% | Q1 2026 | Apr 27, 2026 |
| BAYBAN | History | Reduced | 860 | 83 | 0.07% | 0.1% | 636 | -277 | -24.36% | Q1 2026 | Apr 24, 2026 |
| Minot DeBlois Advisors LLC | History | New | 850 | 82 | 0.07% | — | 638 | +850 | New | Q1 2026 | May 08, 2026 |
| EPG Wealth Management LLC | History | No change | 854 | 82 | 0.02% | 0.02% | 637 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | New | 832 | 80 | 0.01% | — | 642 | +832 | New | Q1 2026 | May 11, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 829 | 80 | 0.05% | 0.02% | 640 | +559 | 207.04% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 779 | 80 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 836 | 80 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 714 | 73 | 0.02% | 0.02% | 643 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 750 | 72 | 0.01% | — | 644 | +750 | New | Q1 2026 | Apr 27, 2026 |
| Truvestments Capital LLC | History | No change | 742 | 71 | 0.01% | 0.01% | 645 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Y.D. More Investments Ltd | History | Added to | 730 | 69 | 0.0% | 0.0% | 646 | +280 | 62.22% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 700 | 67 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 683 | 66 | 0.0% | 0.0% | 648 | +387 | 130.74% | Q1 2026 | May 08, 2026 |
| REAP Financial Group, LLC | History | Reduced | 679 | 65 | 0.01% | 0.04% | 649 | -1,130 | -62.47% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 667 | 64 | 0.0% | 0.01% | 650 | -567 | -45.95% | Q1 2026 | May 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 660 | 63 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 606 | 58 | 0.0% | 0.0% | 652 | -8,300 | -93.2% | Q1 2026 | May 14, 2026 |
| GODSEY & GIBB, INC | History | Added to | 601 | 58 | 0.01% | 0.0% | 654 | +297 | 97.7% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 600 | 58 | 0.0% | 0.0% | 653 | -50 | -7.69% | Q1 2026 | May 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 534 | 51 | 0.02% | 0.11% | 655 | -2,415 | -81.89% | Q1 2026 | Apr 23, 2026 |
| Hartford Financial Management Inc. | History | No change | 513 | 49 | 0.01% | 0.01% | 656 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Collier Financial | History | Added to | 507 | 48 | 0.04% | 0.04% | 657 | +1 | 0.2% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 494 | 47 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | New | 481 | 46 | 0.0% | — | 659 | +481 | New | Q1 2026 | Apr 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 458 | 44 | 0.01% | 0.01% | 660 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Banque Transatlantique SA | History | No change | 447 | 43 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 402 | 39 | 0.01% | 0.01% | 662 | -48 | -10.67% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | No change | 405 | 39 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | New | 405 | 38 | 0.0% | — | 666 | +405 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 400 | 38 | 0.01% | — | 667 | +400 | New | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 398 | 38 | 0.0% | 0.0% | 665 | +184 | 85.98% | Q1 2026 | Apr 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 398 | 38 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 360 | 34 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Reduced | 342 | 33 | 0.0% | 0.06% | 669 | -11,975 | -97.22% | Q1 2026 | May 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 335 | 32 | 0.02% | — | 670 | +335 | New | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 315 | 30 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pflug Koory, LLC | History | No change | 313 | 30 | 0.01% | 0.01% | 672 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 290 | 28 | 0.0% | 0.0% | 673 | +6 | 2.11% | Q1 2026 | Apr 24, 2026 |
| Decker Retirement Planning Inc. | History | No change | 283 | 27 | 0.01% | 0.01% | 674 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 282 | 27 | 0.02% | 0.02% | 675 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trust Co | History | New | 272 | 26 | 0.0% | — | 676 | +272 | New | Q1 2026 | Apr 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 262 | 25 | 0.01% | — | 677 | +262 | New | Q1 2026 | Apr 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 250 | 24 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 238 | 22 | 0.02% | 0.04% | 679 | -172 | -41.95% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | No change | 230 | 22 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Rossmore Private Capital | History | New | 225 | 21 | 0.0% | — | 681 | +225 | New | Q1 2026 | May 01, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 212 | 20 | 0.0% | 0.0% | 682 | -65 | -23.47% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 213 | 20 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 209 | 20 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 200 | 19 | 0.01% | 0.01% | 685 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 201 | 19 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | Reduced | 188 | 18 | 0.0% | 0.0% | 689 | -192 | -50.53% | Q1 2026 | Apr 21, 2026 |
| Independence Bank of Kentucky | History | Reduced | 196 | 18 | 0.0% | 0.0% | 687 | -38 | -16.24% | Q1 2026 | Apr 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 196 | 18 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glassman Wealth Services | History | Reduced | 184 | 17 | 0.0% | 0.01% | 690 | -508 | -73.41% | Q1 2026 | May 04, 2026 |
| Intelligent Financial Strategies | History | Reduced | 173 | 16 | 0.01% | 0.01% | 692 | -50 | -22.42% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | No change | 169 | 16 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | No change | 162 | 15 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | No change | 150 | 14 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rossby Financial, LCC | History | No change | 138 | 13 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | New | 129 | 12 | 0.0% | — | 698 | +129 | New | Q1 2026 | May 07, 2026 |
| Abound Wealth Management | History | New | 125 | 12 | 0.0% | — | 697 | +125 | New | Q1 2026 | Apr 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 129 | 12 | 0.0% | 0.0% | 696 | -24 | -15.69% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Reduced | 112 | 10 | 0.01% | 0.06% | 700 | -448 | -80.0% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 100 | 10 | 0.0% | 0.0% | 699 | -45 | -31.03% | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 102 | 9 | 0.01% | — | 702 | +102 | New | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 94 | 9 | 0.0% | — | 701 | +94 | New | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | New | 89 | 8 | 0.02% | — | 709 | +89 | New | Q1 2026 | May 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 85 | 8 | 0.0% | — | 708 | +85 | New | Q1 2026 | Apr 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 84 | 8 | 0.0% | 0.0% | 704 | +30 | 55.56% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | No change | 83 | 8 | 0.0% | 0.0% | 703 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 85 | 8 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Motiv8 Investments LLC | History | No change | 75 | 8 | 0.0% | 0.0% | 706 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 93 | 8 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 75 | 7 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 77 | 7 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ST GERMAIN D J CO INC | History | New | 65 | 6 | 0.0% | — | 712 | +65 | New | Q1 2026 | Apr 13, 2026 |
| POM Investment Strategies, LLC | History | New | 56 | 5 | 0.01% | — | 713 | +56 | New | Q1 2026 | May 11, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 55 | 5 | 0.0% | — | 715 | +55 | New | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | New | 54 | 5 | 0.0% | — | 714 | +54 | New | Q1 2026 | Apr 30, 2026 |
| Gleason Group, Inc. | History | New | 50 | 4 | 0.0% | — | 716 | +50 | New | Q1 2026 | May 04, 2026 |
| Midway Capital Research & Management | History | New | 40 | 3 | 0.0% | — | 719 | +40 | New | Q1 2026 | Apr 13, 2026 |
| BALLAST ADVISORS LLC | History | New | 29 | 3 | 0.0% | — | 718 | +29 | New | Q1 2026 | May 12, 2026 |
| HM PAYSON & CO | History | No change | 33 | 3 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BFSG, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 720 | -8 | -33.33% | Q1 2026 | Apr 28, 2026 |
| Orion Capital Management LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Crews Bank & Trust | History | No change | 16 | 1 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -77,770 | -100.0% | Q1 2026 | May 14, 2026 |
| TTP Investments, Inc. | History | Closed out | 0 | 0 | — | 2.12% | — | -62,880 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Mawer Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -36,020 | -100.0% | Q1 2026 | May 06, 2026 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -35,039 | -100.0% | Q1 2026 | May 15, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -18,498 | -100.0% | Q1 2026 | May 14, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -12,766 | -100.0% | Q1 2026 | May 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Closed out | 0 | 0 | — | 0.23% | — | -7,786 | -100.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,696 | -100.0% | Q1 2026 | May 15, 2026 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -4,395 | -100.0% | Q1 2026 | Apr 20, 2026 |
| London & Capital Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,371 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,104 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,474 | -100.0% | Q1 2026 | May 13, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -3,404 | -100.0% | Q1 2026 | May 15, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -3,377 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,326 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,104 | -100.0% | Q1 2026 | May 01, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,698 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -2,695 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.01% | — | -2,663 | -100.0% | Q1 2026 | May 01, 2026 |
| Segment Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,522 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -2,362 | -100.0% | Q1 2026 | May 12, 2026 |
| WILLNER & HELLER, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,293 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,266 | -100.0% | Q1 2026 | May 20, 2026 |
| Smith Partners Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,159 | -100.0% | Q1 2026 | May 11, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,157 | -100.0% | Q1 2026 | May 11, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,066 | -100.0% | Q1 2026 | Apr 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,051 | -100.0% | Q1 2026 | May 08, 2026 |
| ProCore Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,045 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Lynx Investment Advisory | History | Closed out | 0 | 0 | — | 0.12% | — | -2,043 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Landmark Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,039 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Wolff Financial Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,029 | -100.0% | Q1 2026 | Apr 15, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,028 | -100.0% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,982 | -100.0% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,933 | -100.0% | Q1 2026 | May 05, 2026 |
| Granite Bay Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,932 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,765 | -100.0% | Q1 2026 | May 11, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,357 | -100.0% | Q1 2026 | May 14, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -905 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -669 | -100.0% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -654 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -441 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -204 | -100.0% | Q1 2026 | May 08, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 15, 2026 |
| Coastline Trust Co | History | Reduced | 6 | 0 | — | 0.0% | — | -132 | -95.65% | Q1 2026 | Apr 03, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 01, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Basepoint Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 07, 2026 |
| ALERUS FINANCIAL NA | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 10 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |