iSHARES TRUST - MTUM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,471,268 | 2,033,019 | 0.54% | 0.59% | 1 | +587,961 | 7.46% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,388,874 | 2,013,245 | 2.98% | 2.99% | 2 | +563,984 | 7.21% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 5,483,464 | 1,315,976 | 0.07% | 0.06% | 3 | +726,192 | 15.26% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,366,370 | 807,895 | 0.21% | 0.23% | 4 | +74,513 | 2.26% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,281,064 | 787,422 | 0.24% | 0.25% | 5 | +65,090 | 2.02% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 3,082,019 | 739,654 | 0.04% | 0.04% | 6 | +227,399 | 7.97% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,623,570 | 389,640 | 0.01% | 0.01% | 7 | +27,128 | 1.7% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,367,576 | 328,183 | 0.08% | 0.08% | 8 | -7,841 | -0.57% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 1,340,090 | 321,608 | 1.7% | 1.57% | 9 | +52,800 | 4.1% | Q1 2026 | May 04, 2026 |
| Blue Trust, Inc. | History | Added to | 1,274,963 | 305,978 | 3.5% | 3.51% | 10 | +32,573 | 2.62% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Added to | 1,183,078 | 283,927 | 0.4% | 0.42% | 11 | +26,724 | 2.31% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,174,251 | 281,808 | 0.57% | 0.77% | 12 | -328,158 | -21.84% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,169,637 | 280,701 | 0.02% | 0.02% | 13 | -89,180 | -7.08% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,149,067 | 275,764 | 0.72% | 0.77% | 14 | +7,642 | 0.67% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,144,110 | 264,026 | 0.02% | 0.02% | 15 | -6,974 | -0.61% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 974,018 | 233,607 | 0.33% | 0.3% | 16 | -1,074,899 | -52.46% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 960,399 | 230,486 | 3.98% | 4.34% | 17 | -13,778 | -1.41% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 845,066 | 202,807 | 0.04% | 0.04% | 18 | +399 | 0.05% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 722,484 | 173,389 | 1.35% | 1.51% | 19 | +11,461 | 1.61% | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | Reduced | 711,360 | 170,719 | 0.03% | 0.03% | 20 | -62,193 | -8.04% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 706,374 | 169,522 | 0.94% | 0.63% | 21 | -14,668 | -2.03% | Q1 2026 | Apr 29, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 683,699 | 164,080 | 3.54% | 3.74% | 22 | +7,238 | 1.07% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 614,259 | 151,015 | 0.31% | 0.34% | 23 | -367,248 | -37.42% | Q1 2026 | Apr 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 626,007 | 150,235 | 0.42% | 0.42% | 24 | -68,442 | -9.86% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 611,551 | 146,766 | 0.16% | 0.17% | 25 | +4,261 | 0.7% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 601,408 | 144,332 | 0.36% | 0.33% | 26 | +28,887 | 5.05% | Q1 2026 | Apr 22, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 520,000 | 124,794 | 0.92% | — | 27 | +520,000 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 507,713 | 121,845 | 0.02% | 0.02% | 28 | +26,884 | 5.59% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 496,348 | 119,118 | 0.02% | 0.01% | 29 | +351,301 | 242.2% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 481,997 | 115,674 | 0.07% | 0.07% | 30 | -21,562 | -4.28% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 440,369 | 105,684 | 1.31% | 1.31% | 31 | +39,967 | 9.98% | Q1 2026 | May 11, 2026 |
| Symmetry Partners, LLC | History | Added to | 435,693 | 104,562 | 5.97% | 6.17% | 32 | +19,127 | 4.59% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 424,939 | 101,981 | 0.02% | 0.02% | 33 | +40,666 | 10.58% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 422,147 | 101,311 | 0.99% | 0.99% | 34 | +19,152 | 4.75% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 401,793 | 96,426 | 0.47% | 0.61% | 35 | -25,259 | -5.91% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 384,032 | 92,163 | 0.06% | 0.06% | 36 | +19,811 | 5.44% | Q1 2026 | May 07, 2026 |
| Arizona PSPRS Trust | History | Added to | 361,375 | 86,726 | 3.19% | 3.33% | 37 | +324 | 0.09% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 358,564 | 86,048 | 0.15% | 0.11% | 38 | +133,085 | 59.02% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 357,531 | 85,803 | 0.01% | 0.01% | 39 | -12,305 | -3.33% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 345,340 | 82,878 | 0.62% | 0.61% | 40 | +41,706 | 13.74% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 341,254 | 81,897 | 0.11% | 0.14% | 41 | -65,438 | -16.09% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 332,532 | 79,805 | 0.07% | 0.07% | 42 | +17,297 | 5.49% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 324,536 | 77,962 | 0.11% | 0.13% | 43 | -17,340 | -5.07% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 324,160 | 77,795 | 0.01% | 0.01% | 44 | +23,962 | 7.98% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Added to | 317,760 | 76,259 | 2.27% | 2.33% | 45 | +9,425 | 3.06% | Q1 2026 | Apr 13, 2026 |
| High Probability Advisors, LLC | History | Reduced | 314,322 | 75,434 | 9.65% | 10.74% | 46 | -7,442 | -2.31% | Q1 2026 | Apr 10, 2026 |
| JB Capital LLC | History | Added to | 285,999 | 68,636 | 2.77% | 2.83% | 47 | +9,075 | 3.28% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 252,646 | 60,632 | 0.03% | 0.06% | 48 | -250,306 | -49.77% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 242,941 | 58,303 | 0.32% | 0.32% | 49 | +9,100 | 3.89% | Q1 2026 | May 05, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 225,567 | 54,133 | 2.58% | 2.6% | 50 | +3,056 | 1.37% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 225,408 | 54,096 | 0.14% | 0.14% | 51 | +18,595 | 8.99% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 214,260 | 51,493 | 0.32% | 0.32% | 52 | +2,055 | 0.97% | Q1 2026 | May 15, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 212,578 | 51,016 | 8.36% | 8.92% | 53 | +456 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 201,441 | 48,343 | 2.14% | 1.98% | 54 | +12,572 | 6.66% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 203,336 | 47,938 | 0.02% | 0.03% | 55 | +25,382 | 14.26% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 185,846 | 44,601 | 0.16% | 0.17% | 56 | -7,157 | -3.71% | Q1 2026 | Apr 24, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 180,808 | 43,392 | 2.67% | 2.96% | 57 | +4,911 | 2.79% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 164,221 | 39,411 | 0.05% | 0.05% | 58 | +4,623 | 2.9% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 161,287 | 38,707 | 0.31% | 0.36% | 59 | +38,759 | 31.63% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 157,268 | 37,742 | 0.07% | 0.07% | 60 | +2,208 | 1.42% | Q1 2026 | May 14, 2026 |
| Sanchez Wealth Management Group | History | Added to | 155,489 | 37,315 | 8.07% | 8.11% | 61 | +3,936 | 2.6% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Added to | 155,224 | 37,252 | 0.11% | 0.12% | 62 | +2,157 | 1.41% | Q1 2026 | May 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 155,163 | 37,237 | 0.32% | 0.36% | 63 | -11,529 | -6.92% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 146,280 | 35,105 | 0.39% | 0.38% | 64 | +11,527 | 8.55% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Reduced | 125,583 | 34,467 | 0.51% | 0.66% | 65 | -7,354 | -5.53% | Q1 2026 | Apr 20, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 141,946 | 34,065 | 1.51% | 1.57% | 66 | +2,609 | 1.87% | Q1 2026 | Apr 09, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 137,593 | 33,024 | 12.19% | 12.86% | 67 | -2,831 | -2.02% | Q1 2026 | May 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 132,730 | 31,853 | 2.05% | 2.15% | 68 | -1,109 | -0.83% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 132,677 | 31,841 | 0.17% | 0.21% | 69 | +11,692 | 9.66% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 127,082 | 30,498 | 1.18% | 1.25% | 70 | -6,606 | -4.94% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 125,877 | 30,209 | 0.16% | 0.19% | 71 | -4,263 | -3.28% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 125,199 | 30,046 | 0.02% | — | 72 | +125,199 | New | Q1 2026 | May 15, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 124,002 | 29,759 | 11.79% | 11.73% | 73 | -2,672 | -2.11% | Q1 2026 | Apr 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 115,983 | 27,834 | 0.74% | 0.8% | 74 | +16,746 | 16.87% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 113,868 | 27,327 | 0.09% | 0.09% | 75 | -1,793 | -1.55% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 110,260 | 26,461 | 0.32% | 0.37% | 76 | +5,163 | 4.91% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 104,787 | 25,147 | 0.1% | 0.11% | 77 | -1,062 | -1.0% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 103,782 | 24,906 | 1.42% | 1.46% | 78 | +6,094 | 6.24% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 102,208 | 24,530 | 0.03% | 0.01% | 79 | +66,433 | 185.7% | Q1 2026 | May 05, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 86,036 | 23,893 | 1.55% | 1.28% | 80 | +9,312 | 12.14% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 100,243 | 23,804 | 0.05% | 0.04% | 81 | +3,230 | 3.33% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 97,295 | 23,349 | 0.13% | 0.14% | 82 | -1,547 | -1.57% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 97,086 | 23,299 | 0.0% | 0.0% | 83 | -24,295 | -20.02% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 96,834 | 23,239 | 0.03% | 0.03% | 84 | -5,553 | -5.42% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 94,000 | 22,559 | 0.26% | 0.08% | 85 | +68,817 | 273.27% | Q1 2026 | May 08, 2026 |
| Convergence Financial, LLC | History | Added to | 88,345 | 21,367 | 2.27% | 3.06% | 86 | +4,507 | 5.38% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 88,196 | 21,166 | 3.31% | 3.65% | 87 | -4,103 | -4.45% | Q1 2026 | Apr 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 84,687 | 20,324 | 0.03% | 0.04% | 88 | -14,141 | -14.31% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 81,997 | 19,678 | 0.49% | 0.53% | 89 | +1,347 | 1.67% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 77,857 | 18,684 | 0.09% | 0.09% | 90 | -473 | -0.6% | Q1 2026 | Apr 24, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 77,484 | 18,595 | 0.57% | 0.66% | 91 | -3,095 | -3.84% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 76,064 | 18,254 | 0.37% | 0.34% | 92 | +9,060 | 13.52% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 75,993 | 18,237 | 0.21% | 0.23% | 93 | +314 | 0.41% | Q1 2026 | Apr 23, 2026 |
| Straight Path Wealth Management | History | Added to | 75,912 | 18,218 | 4.87% | 4.87% | 94 | +3,717 | 5.15% | Q1 2026 | Apr 22, 2026 |
| Glenview Trust Co | History | Reduced | 74,224 | 17,813 | 0.28% | 0.29% | 95 | -524 | -0.7% | Q1 2026 | May 08, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 70,208 | 16,849 | 6.19% | 6.49% | 96 | -141 | -0.2% | Q1 2026 | Apr 17, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 69,141 | 16,593 | 3.61% | 3.98% | 97 | -171 | -0.25% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 67,722 | 16,252 | 0.01% | 0.01% | 98 | +2,710 | 4.17% | Q1 2026 | May 12, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 66,962 | 16,070 | 1.76% | 3.14% | 99 | -7,360 | -9.9% | Q1 2026 | May 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 66,172 | 15,880 | 0.29% | 0.31% | 100 | -2,645 | -3.84% | Q1 2026 | May 07, 2026 |
| Sharkey, Howes & Javer | History | Added to | 65,955 | 15,828 | 2.13% | 1.99% | 101 | +3,489 | 5.59% | Q1 2026 | Apr 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 65,890 | 15,812 | 0.85% | 0.95% | 102 | -3,476 | -5.01% | Q1 2026 | May 06, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | New | 65,000 | 15,599 | 1.71% | — | 103 | +65,000 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 63,969 | 15,351 | 0.08% | 0.09% | 104 | -3,662 | -5.41% | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 62,787 | 15,068 | 2.7% | 2.29% | 105 | +3,745 | 6.34% | Q1 2026 | Apr 22, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 62,582 | 15,019 | 1.42% | 1.4% | 106 | +2,221 | 3.68% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 62,429 | 14,982 | 0.24% | 0.24% | 107 | +4,717 | 8.17% | Q1 2026 | May 15, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 61,587 | 14,780 | 1.26% | 1.35% | 108 | -2,612 | -4.07% | Q1 2026 | May 05, 2026 |
| CFO4Life Group, LLC | History | Reduced | 60,865 | 14,607 | 2.23% | 2.18% | 109 | -360 | -0.59% | Q1 2026 | May 11, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 59,715 | 14,331 | 1.86% | 1.84% | 110 | +2,251 | 3.92% | Q1 2026 | May 07, 2026 |
| CPC Advisors, LLC | History | Reduced | 58,268 | 13,983 | 2.27% | 1.82% | 111 | -13,916 | -19.28% | Q1 2026 | Apr 16, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 58,189 | 13,964 | 2.63% | 2.36% | 112 | +8,556 | 17.24% | Q1 2026 | Apr 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 56,149 | 13,475 | 0.1% | 0.11% | 113 | -18 | -0.03% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 54,152 | 12,995 | 0.02% | 0.0% | 114 | +44,452 | 458.27% | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | Added to | 53,142 | 12,753 | 2.93% | 3.1% | 115 | +151 | 0.28% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 50,952 | 12,752 | 0.08% | 0.08% | 116 | +6,293 | 14.09% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 52,689 | 12,644 | 0.0% | 0.0% | 117 | +14,021 | 36.26% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 51,988 | 12,476 | 0.29% | 0.5% | 118 | +10,375 | 24.93% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 51,658 | 12,397 | 0.02% | — | 119 | +51,658 | New | Q1 2026 | May 15, 2026 |
| High Falls Advisors, Inc | History | No change | 49,463 | 12,381 | 2.51% | 2.51% | 120 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Reduced | 51,301 | 12,310 | 0.06% | 0.07% | 121 | -102 | -0.2% | Q1 2026 | May 15, 2026 |
| Well Done, LLC | History | Reduced | 51,056 | 12,252 | 1.8% | 1.97% | 122 | -1,705 | -3.23% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 50,939 | 12,224 | 0.1% | 0.11% | 123 | -8,864 | -14.82% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 49,474 | 11,873 | 1.23% | 1.22% | 124 | -3,712 | -6.98% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 48,550 | 11,651 | 0.55% | 0.46% | 125 | +8,400 | 20.92% | Q1 2026 | May 18, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 40,975 | 11,308 | 0.25% | 0.26% | 126 | -144 | -0.35% | Q1 2026 | May 04, 2026 |
| PAX Financial Group, LLC | History | Added to | 46,025 | 11,045 | 1.88% | 1.74% | 127 | +5,683 | 14.09% | Q1 2026 | Apr 27, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 45,160 | 10,837 | 0.93% | 0.81% | 128 | +7,487 | 19.87% | Q1 2026 | Apr 07, 2026 |
| Trek Financial, LLC | History | Added to | 44,469 | 10,672 | 0.57% | 0.59% | 129 | +4,036 | 9.98% | Q1 2026 | May 13, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 44,466 | 10,671 | 2.14% | 0.46% | 130 | +36,416 | 452.37% | Q1 2026 | Apr 23, 2026 |
| Opes Wealth Management LLC | History | Reduced | 43,877 | 10,530 | 1.73% | 1.8% | 131 | -155 | -0.35% | Q1 2026 | Apr 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 43,856 | 10,525 | 0.61% | 0.61% | 132 | +2,468 | 5.96% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Services | History | Added to | 43,444 | 10,426 | 3.06% | 2.16% | 133 | +14,911 | 52.26% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 43,168 | 10,360 | 0.4% | 0.37% | 134 | +30,041 | 228.85% | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | Added to | 42,601 | 10,185 | 2.46% | 2.53% | 135 | +2,336 | 5.8% | Q1 2026 | Apr 13, 2026 |
| Keystone Financial Group | History | Added to | 41,581 | 10,079 | 0.69% | 0.7% | 136 | +3,744 | 9.9% | Q1 2026 | May 13, 2026 |
| Royal Fund Management, LLC | History | Reduced | 41,866 | 10,070 | 0.96% | 0.98% | 137 | -1,154 | -2.68% | Q1 2026 | May 19, 2026 |
| Trilogy Capital Inc. | History | Reduced | 41,250 | 9,899 | 0.44% | 0.5% | 138 | -3,799 | -8.43% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 40,018 | 9,814 | 0.09% | 0.11% | 139 | -57 | -0.14% | Q1 2026 | Apr 07, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 40,787 | 9,788 | 1.74% | 1.95% | 140 | -509 | -1.23% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 40,259 | 9,661 | 0.12% | 0.11% | 141 | +4,106 | 11.36% | Q1 2026 | Apr 20, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 40,113 | 9,626 | 0.96% | 0.95% | 142 | +1,912 | 5.01% | Q1 2026 | Apr 30, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 39,723 | 9,533 | 4.45% | 4.56% | 143 | +1,670 | 4.39% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Reduced | 39,279 | 9,426 | 0.02% | 0.02% | 144 | -34 | -0.09% | Q1 2026 | May 15, 2026 |
| Meredith Wealth Planning | History | Reduced | 38,675 | 9,281 | 2.51% | 6.34% | 145 | -46,373 | -54.53% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 38,641 | 9,273 | 0.1% | 0.18% | 146 | -15,381 | -28.47% | Q1 2026 | May 15, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 38,563 | 9,254 | 1.77% | 1.81% | 147 | +822 | 2.18% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 38,474 | 9,233 | 1.15% | 0.97% | 148 | +8,331 | 27.64% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 38,459 | 9,229 | 0.53% | 0.54% | 149 | +2,704 | 7.56% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,597 | 9,022 | 0.0% | 0.0% | 150 | +9,434 | 33.5% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | Added to | 37,552 | 9,012 | 1.37% | 1.32% | 151 | +2,133 | 6.02% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,226 | 8,817 | 0.16% | 0.16% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 36,487 | 8,756 | 0.07% | 0.07% | 153 | -1,588 | -4.17% | Q1 2026 | May 11, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 36,347 | 8,722 | 2.69% | 2.67% | 154 | +1,013 | 2.87% | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 31,398 | 8,719 | 0.16% | 0.24% | 155 | +11,278 | 56.05% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Reduced | 36,261 | 8,702 | 0.1% | 0.11% | 156 | -2,265 | -5.88% | Q1 2026 | Apr 16, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 37,396 | 8,629 | 5.94% | 3.08% | 157 | +4,664 | 14.25% | Q1 2026 | Apr 24, 2026 |
| SWMG, LLC | History | Added to | 35,642 | 8,553 | 2.44% | 2.4% | 158 | +1,521 | 4.46% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 35,437 | 8,504 | 0.05% | 0.04% | 159 | +8,610 | 32.09% | Q1 2026 | May 05, 2026 |
| Claris Financial LLC | History | Reduced | 35,039 | 8,408 | 4.6% | 4.71% | 160 | -332 | -0.94% | Q1 2026 | May 18, 2026 |
| Vise Technologies, Inc. | History | No change | 33,360 | 8,350 | 0.16% | 0.16% | 161 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Elevated Financial Group LLC | History | Added to | 34,457 | 8,269 | 2.69% | 2.27% | 162 | +8,254 | 31.5% | Q1 2026 | May 11, 2026 |
| Financial Architects, LLC | History | Added to | 33,835 | 8,120 | 4.28% | 4.42% | 163 | +1,010 | 3.08% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Group LLC | History | Added to | 33,679 | 8,082 | 1.02% | 0.98% | 164 | +1,485 | 4.61% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 33,587 | 8,060 | 0.02% | — | 165 | +33,587 | New | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 33,383 | 8,011 | 0.09% | 0.15% | 166 | -18,785 | -36.01% | Q1 2026 | Apr 20, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 33,008 | 7,921 | 0.54% | 0.55% | 167 | +445 | 1.37% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 32,976 | 7,913 | 0.13% | 0.13% | 168 | +1,116 | 3.5% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Added to | 32,911 | 7,898 | 0.36% | 0.36% | 169 | +880 | 2.75% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 31,785 | 7,795 | 0.13% | 0.1% | 170 | +9,864 | 45.0% | Q1 2026 | May 14, 2026 |
| Tacita Capital Inc | History | Reduced | 32,220 | 7,732 | 4.58% | 4.75% | 171 | -511 | -1.56% | Q1 2026 | May 07, 2026 |
| Rothschild Wealth LLC | History | Added to | 32,146 | 7,714 | 0.7% | 0.7% | 172 | +2,879 | 9.84% | Q1 2026 | May 06, 2026 |
| Vident Advisory, LLC | History | Added to | 31,544 | 7,570 | 0.06% | 0.06% | 173 | +6,248 | 24.7% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | Added to | 31,511 | 7,562 | 3.26% | 3.24% | 174 | +2,151 | 7.33% | Q1 2026 | May 14, 2026 |
| Brickley Wealth Management | History | No change | 31,458 | 7,549 | 1.29% | 1.33% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Planning LLC | History | Reduced | 30,536 | 7,328 | 2.38% | 2.35% | 176 | -2,601 | -7.85% | Q1 2026 | Apr 29, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 30,341 | 7,283 | 0.5% | 0.67% | 177 | -445 | -1.45% | Q1 2026 | May 18, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 30,169 | 7,240 | 0.98% | 1.0% | 178 | +692 | 2.35% | Q1 2026 | Apr 08, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 29,883 | 7,171 | 1.8% | 2.87% | 179 | -74 | -0.25% | Q1 2026 | Apr 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 29,794 | 7,150 | 0.71% | 0.77% | 180 | -1,733 | -5.5% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 29,309 | 7,033 | 0.63% | 0.37% | 181 | +16,461 | 128.12% | Q1 2026 | May 12, 2026 |
| Dorsey Wright & Associates | History | Added to | 29,213 | 7,010 | 0.87% | 0.64% | 182 | +17,426 | 147.84% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 29,158 | 6,997 | 0.11% | 0.18% | 183 | -5,627 | -16.18% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Added to | 28,972 | 6,952 | 0.06% | 0.06% | 184 | +3,437 | 13.46% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 28,968 | 6,951 | 0.11% | 0.12% | 185 | +1,112 | 3.99% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 28,774 | 6,908 | 0.08% | 0.09% | 186 | -716 | -2.43% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 24,107 | 6,845 | 0.54% | 0.46% | 187 | +2,992 | 14.17% | Q1 2026 | May 01, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 28,490 | 6,843 | 0.55% | 0.62% | 188 | -2,851 | -9.1% | Q1 2026 | May 15, 2026 |
| Invst, LLC | History | Reduced | 27,256 | 6,541 | 0.74% | 0.78% | 189 | -1,332 | -4.66% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 27,051 | 6,492 | 0.15% | 0.14% | 190 | +2,217 | 8.93% | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 27,030 | 6,486 | 1.68% | 1.69% | 191 | +1,124 | 4.34% | Q1 2026 | Apr 14, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 27,018 | 6,483 | 1.34% | 1.53% | 192 | -1,490 | -5.23% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 26,597 | 6,383 | 0.09% | 0.05% | 193 | +14,137 | 113.46% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 26,550 | 6,371 | 0.71% | 0.71% | 194 | +666 | 2.57% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 26,529 | 6,366 | 0.17% | 0.13% | 195 | +6,837 | 34.72% | Q1 2026 | May 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 26,214 | 6,291 | 1.58% | 1.64% | 196 | +551 | 2.15% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 26,209 | 6,289 | 0.3% | 0.34% | 197 | -2,295 | -8.05% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 25,046 | 6,269 | 0.3% | 0.29% | 198 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 20,488 | 6,212 | 0.17% | 0.11% | 199 | +9,914 | 93.76% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 25,716 | 6,171 | 0.71% | 0.72% | 200 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 25,404 | 6,096 | 1.24% | 1.16% | 201 | +2,798 | 12.38% | Q1 2026 | Apr 13, 2026 |
| Claro Advisors Inc. | History | Added to | 25,147 | 6,034 | 0.73% | 0.82% | 202 | +1,036 | 4.3% | Q1 2026 | Apr 21, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 25,099 | 6,023 | 4.89% | 5.23% | 203 | +209 | 0.84% | Q1 2026 | May 04, 2026 |
| Unison Advisors LLC | History | Added to | 24,966 | 5,991 | 0.45% | 0.53% | 204 | +695 | 2.86% | Q1 2026 | Apr 28, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 24,938 | 5,984 | 0.02% | 0.02% | 205 | +5,123 | 25.85% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 24,460 | 5,870 | 0.42% | 0.43% | 206 | +447 | 1.86% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 24,322 | 5,836 | 0.18% | 0.21% | 207 | -1,844 | -7.05% | Q1 2026 | Apr 27, 2026 |
| RHS Financial, LLC | History | Reduced | 24,265 | 5,823 | 2.76% | 3.24% | 208 | -2,274 | -8.57% | Q1 2026 | Apr 28, 2026 |
| Forefront Analytics, LLC | History | Reduced | 24,234 | 5,815 | 5.29% | 11.19% | 209 | -26,412 | -52.15% | Q1 2026 | May 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 23,048 | 5,769 | 0.45% | 0.45% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 23,853 | 5,724 | 0.01% | 0.03% | 211 | -76,685 | -76.27% | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Reduced | 23,760 | 5,702 | 4.01% | 4.25% | 212 | -989 | -4.0% | Q1 2026 | May 12, 2026 |
| 360 Financial, Inc. | History | Reduced | 23,665 | 5,679 | 1.71% | 1.82% | 213 | -379 | -1.58% | Q1 2026 | May 07, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 23,482 | 5,635 | 2.02% | 2.03% | 214 | +943 | 4.18% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 23,430 | 5,623 | 0.15% | 0.14% | 215 | +3,382 | 16.87% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 23,332 | 5,599 | 0.03% | 0.02% | 216 | +7,254 | 45.12% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,081 | 5,539 | 0.19% | 0.12% | 217 | +881 | 3.97% | Q1 2026 | Apr 23, 2026 |
| Indivisible Partners | History | Added to | 22,054 | 5,292 | 0.47% | 0.25% | 218 | +12,781 | 137.83% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 21,748 | 5,219 | 0.01% | 0.01% | 219 | +4,257 | 24.34% | Q1 2026 | May 14, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 21,178 | 5,082 | 1.12% | 1.05% | 220 | +1,232 | 6.18% | Q1 2026 | Apr 15, 2026 |
| Peak Wealth Management LLC | History | Added to | 21,169 | 5,080 | 4.17% | 4.08% | 221 | +1,683 | 8.64% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Added to | 20,926 | 5,022 | 0.02% | 0.02% | 222 | +66 | 0.32% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 20,457 | 4,909 | 0.14% | 0.11% | 223 | +4,250 | 26.22% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 20,409 | 4,897 | 0.3% | 0.22% | 224 | +1,797 | 9.66% | Q1 2026 | Apr 28, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 20,335 | 4,880 | 0.43% | 0.47% | 225 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 20,156 | 4,837 | 0.19% | 0.13% | 226 | +4,402 | 27.94% | Q1 2026 | May 15, 2026 |
| Archer Investment Management, LLC | History | Added to | 20,091 | 4,821 | 2.03% | 0.73% | 227 | +14,677 | 271.09% | Q1 2026 | Apr 08, 2026 |
| Keebeck Wealth Management | History | Added to | 20,032 | 4,807 | 0.54% | 0.5% | 228 | +2,555 | 14.62% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 19,589 | 4,701 | 0.01% | 0.0% | 229 | +18,630 | 1942.65% | Q1 2026 | May 01, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 19,436 | 4,664 | 3.01% | 2.95% | 230 | +973 | 5.27% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,298 | 4,631 | 0.06% | 0.06% | 231 | +2,453 | 14.56% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 18,417 | 4,610 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 18,577 | 4,601 | 0.5% | — | 234 | +18,577 | New | Q1 2026 | Apr 10, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 16,203 | 4,601 | 0.76% | 0.66% | 233 | +915 | 5.99% | Q1 2026 | May 08, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 19,058 | 4,573 | 1.53% | 1.88% | 235 | -3,559 | -15.74% | Q1 2026 | May 05, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 18,919 | 4,540 | 2.28% | 2.31% | 236 | -41 | -0.22% | Q1 2026 | May 11, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 18,880 | 4,530 | 2.8% | 2.83% | 237 | -153 | -0.8% | Q1 2026 | May 12, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 18,790 | 4,509 | 2.57% | — | 238 | +18,790 | New | Q1 2026 | May 11, 2026 |
| Bellwether Advisors, LLC | History | Added to | 18,644 | 4,474 | 0.76% | 0.74% | 239 | +85 | 0.46% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 18,596 | 4,463 | 0.17% | 0.23% | 240 | -5,613 | -23.19% | Q1 2026 | May 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 18,479 | 4,434 | 0.13% | 0.12% | 241 | +3,028 | 19.6% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 18,263 | 4,382 | 0.16% | 0.17% | 242 | +3,810 | 26.36% | Q1 2026 | May 19, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 18,145 | 4,354 | 1.1% | 1.12% | 243 | +3,197 | 21.39% | Q1 2026 | May 08, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 18,108 | 4,345 | 3.3% | 3.34% | 244 | -108 | -0.59% | Q1 2026 | May 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 17,795 | 4,270 | 0.66% | 0.65% | 245 | +1,915 | 12.06% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 17,733 | 4,255 | 0.09% | 0.11% | 246 | -1,099 | -5.84% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 17,681 | 4,243 | 0.0% | 0.04% | 247 | -293,747 | -94.32% | Q1 2026 | May 12, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 17,621 | 4,228 | 1.8% | 1.62% | 248 | +1,799 | 11.37% | Q1 2026 | May 08, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 17,324 | 4,157 | 1.61% | 1.08% | 249 | +8,396 | 94.04% | Q1 2026 | Apr 22, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 14,766 | 4,145 | 0.57% | 0.54% | 250 | +402 | 2.8% | Q1 2026 | Apr 28, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Added to | 17,233 | 4,135 | 2.4% | 2.22% | 251 | +1,108 | 6.87% | Q1 2026 | May 01, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 17,200 | 4,127 | 0.24% | 0.24% | 252 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| 5T Wealth, LLC | History | Added to | 17,066 | 4,095 | 1.62% | 1.59% | 253 | +1,131 | 7.1% | Q1 2026 | Apr 13, 2026 |
| RoundAngle Advisors LLC | History | Added to | 17,030 | 4,087 | 3.05% | 3.07% | 254 | +180 | 1.07% | Q1 2026 | Apr 08, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,907 | 4,057 | 0.31% | 0.29% | 255 | +1,665 | 10.92% | Q1 2026 | Apr 08, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 16,876 | 4,049 | 2.21% | 2.19% | 256 | -1,123 | -6.24% | Q1 2026 | May 11, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 16,770 | 4,024 | 2.75% | 2.95% | 257 | +88 | 0.53% | Q1 2026 | May 08, 2026 |
| SIG BROKERAGE, LP | History | Added to | 16,639 | 3,993 | 0.11% | 0.09% | 258 | +4,826 | 40.85% | Q1 2026 | May 15, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 10,675 | 3,965 | 3.96% | 8.78% | 259 | -44,748 | -80.74% | Q1 2026 | May 06, 2026 |
| True Vision MN LLC | History | Added to | 16,478 | 3,954 | 2.04% | 1.92% | 260 | +1,349 | 8.92% | Q1 2026 | Apr 16, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 16,380 | 3,931 | 3.3% | 3.45% | 261 | -325 | -1.95% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 16,281 | 3,907 | 0.11% | 0.12% | 262 | -761 | -4.47% | Q1 2026 | May 04, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 16,210 | 3,890 | 1.12% | 1.01% | 263 | +2,091 | 14.81% | Q1 2026 | May 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 16,035 | 3,848 | 2.46% | 2.69% | 264 | +234 | 1.48% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 15,945 | 3,826 | 0.09% | 0.09% | 265 | +500 | 3.24% | Q1 2026 | May 04, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 15,816 | 3,795 | 2.92% | 2.98% | 266 | +693 | 4.58% | Q1 2026 | Apr 28, 2026 |
| CVA Family Office, LLC | History | Reduced | 15,773 | 3,785 | 0.4% | 0.46% | 267 | -190 | -1.19% | Q1 2026 | Apr 29, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 15,695 | 3,766 | 0.55% | 0.43% | 268 | +6,354 | 68.02% | Q1 2026 | Apr 27, 2026 |
| WMS Group LLC | History | Added to | 15,463 | 3,710 | 5.39% | 3.71% | 269 | +3,800 | 32.58% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 15,294 | 3,670 | 0.52% | 0.51% | 270 | +522 | 3.53% | Q1 2026 | Apr 15, 2026 |
| SWP FINANCIAL LLC | History | Added to | 15,283 | 3,667 | 1.87% | 1.9% | 271 | +132 | 0.87% | Q1 2026 | Apr 17, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 14,705 | 3,529 | 3.76% | 4.32% | 272 | -818 | -5.27% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,584 | 3,500 | 0.13% | 0.13% | 273 | +764 | 5.53% | Q1 2026 | Apr 20, 2026 |
| Southland Equity Partners LLC | History | Reduced | 14,559 | 3,494 | 0.68% | 0.75% | 274 | -547 | -3.62% | Q1 2026 | Apr 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 14,390 | 3,453 | 0.11% | — | 275 | +14,390 | New | Q1 2026 | May 15, 2026 |
| Trust Co | History | Reduced | 14,110 | 3,386 | 0.32% | 0.34% | 276 | -479 | -3.28% | Q1 2026 | Apr 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 14,086 | 3,380 | 1.03% | 1.07% | 277 | +471 | 3.46% | Q1 2026 | Apr 28, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 13,850 | 3,323 | 1.91% | 1.9% | 278 | +544 | 4.09% | Q1 2026 | Apr 08, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 13,789 | 3,309 | 2.41% | 2.3% | 279 | +1,072 | 8.43% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 13,742 | 3,297 | 0.04% | 0.04% | 280 | -12 | -0.09% | Q1 2026 | May 01, 2026 |
| Clearview Wealth Management LLC | History | New | 13,721 | 3,292 | 2.33% | — | 281 | +13,721 | New | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 13,664 | 3,279 | 0.08% | 0.07% | 282 | -317 | -2.27% | Q1 2026 | May 11, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 13,537 | 3,248 | 1.69% | 2.19% | 283 | -103 | -0.76% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Added to | 13,434 | 3,223 | 0.03% | 0.01% | 284 | +12,153 | 948.71% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,396 | 3,214 | 0.07% | 0.06% | 285 | +1,268 | 10.46% | Q1 2026 | Apr 15, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 13,190 | 3,165 | 2.85% | 1.98% | 286 | +5,931 | 81.71% | Q1 2026 | Apr 23, 2026 |
| Pinion Investment Advisors, LLC | History | New | 13,152 | 3,156 | 0.74% | — | 288 | +13,152 | New | Q1 2026 | Apr 24, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 13,152 | 3,156 | 0.57% | 0.9% | 287 | -209 | -1.56% | Q1 2026 | May 01, 2026 |
| Modus Advisors, LLC | History | Added to | 13,060 | 3,134 | 0.86% | 0.48% | 289 | +5,799 | 79.87% | Q1 2026 | May 04, 2026 |
| WIN ADVISORS, INC | History | New | 13,013 | 3,122 | 1.43% | — | 290 | +13,013 | New | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 12,926 | 3,102 | 0.18% | 0.28% | 291 | -5,842 | -31.13% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | Added to | 12,833 | 3,080 | 0.23% | 0.22% | 292 | +7,374 | 135.08% | Q1 2026 | Apr 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,804 | 3,072 | 1.56% | 1.65% | 293 | +448 | 3.63% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 12,785 | 3,068 | 1.04% | 1.12% | 294 | -119 | -0.92% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 12,768 | 3,064 | 0.17% | 0.19% | 295 | +6,388 | 100.13% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 10,522 | 3,062 | 0.41% | 0.29% | 296 | +3,256 | 44.81% | Q1 2026 | May 06, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 11,057 | 3,054 | 1.33% | 1.17% | 297 | +31 | 0.28% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,660 | 3,038 | 0.05% | 0.04% | 298 | +4,139 | 48.57% | Q1 2026 | May 18, 2026 |
| UMB Bank, n.a. | History | Added to | 12,477 | 2,994 | 0.04% | 0.02% | 299 | +7,280 | 140.08% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,905 | 2,979 | 0.1% | 0.1% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 12,203 | 2,928 | 1.83% | 1.78% | 301 | +706 | 6.14% | Q1 2026 | Apr 15, 2026 |
| INTRUST BANK NA | History | Reduced | 12,075 | 2,897 | 0.24% | 1.24% | 302 | -47,613 | -79.77% | Q1 2026 | May 06, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 12,069 | 2,896 | 1.21% | 1.23% | 303 | -174 | -1.42% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 12,025 | 2,885 | 0.04% | 0.04% | 304 | +1,575 | 15.07% | Q1 2026 | Apr 17, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 11,841 | 2,841 | 1.3% | 1.4% | 305 | +27 | 0.23% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 11,349 | 2,840 | 0.5% | 0.5% | 306 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Lantz Financial LLC | History | Added to | 11,792 | 2,829 | 0.58% | 0.56% | 307 | +1,179 | 11.11% | Q1 2026 | Apr 09, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 10,588 | 2,816 | 0.83% | 0.79% | 308 | +151 | 1.45% | Q1 2026 | Apr 16, 2026 |
| Detalus Advisors, LLC | History | Reduced | 11,675 | 2,801 | 0.64% | 0.71% | 309 | -40 | -0.34% | Q1 2026 | Apr 22, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 9,543 | 2,777 | 1.53% | 1.35% | 310 | +268 | 2.89% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 11,505 | 2,761 | 0.12% | — | 311 | +11,505 | New | Q1 2026 | May 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 11,272 | 2,705 | 1.07% | 0.85% | 312 | -2,264 | -16.73% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,230 | 2,695 | 0.03% | 0.03% | 313 | -251 | -2.19% | Q1 2026 | Apr 28, 2026 |
| Guardian Capital, LLC | History | New | 11,191 | 2,685 | 2.57% | — | 314 | +11,191 | New | Q1 2026 | May 11, 2026 |
| 10Elms LLP | History | Added to | 11,150 | 2,676 | 1.69% | 2.25% | 315 | +1,364 | 13.94% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 11,129 | 2,670 | 0.08% | 0.11% | 316 | -3,499 | -23.92% | Q1 2026 | May 13, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 11,128 | 2,670 | 1.19% | 0.8% | 317 | +254 | 2.34% | Q1 2026 | Apr 09, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 11,090 | 2,661 | 1.09% | 1.02% | 318 | +1,304 | 13.33% | Q1 2026 | May 06, 2026 |
| Mosley Wealth Management | History | Added to | 10,223 | 2,621 | 1.19% | 1.19% | 319 | +50 | 0.49% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 10,786 | 2,588 | 0.03% | 0.03% | 320 | -49 | -0.45% | Q1 2026 | May 12, 2026 |
| Weaver Consulting Group | History | Reduced | 10,726 | 2,574 | 0.61% | 0.66% | 322 | -124 | -1.14% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 10,726 | 2,574 | 0.19% | 0.19% | 321 | -116 | -1.07% | Q1 2026 | May 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 10,489 | 2,517 | 0.09% | 0.07% | 323 | +2,739 | 35.34% | Q1 2026 | Apr 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 10,480 | 2,515 | 2.19% | 2.24% | 324 | +343 | 3.38% | Q1 2026 | Apr 21, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 10,442 | 2,505 | 2.12% | 2.26% | 325 | -434 | -3.99% | Q1 2026 | Apr 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 9,355 | 2,488 | 1.07% | 1.07% | 326 | -155 | -1.63% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Added to | 10,355 | 2,485 | 0.05% | 0.05% | 327 | +379 | 3.8% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Reduced | 10,323 | 2,477 | 0.01% | 0.02% | 328 | -224 | -2.12% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 10,267 | 2,463 | 0.28% | 0.32% | 329 | +16 | 0.16% | Q1 2026 | May 08, 2026 |
| Tempo Wealth, LLC | History | Reduced | 10,207 | 2,449 | 0.43% | 0.46% | 330 | -98 | -0.95% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Added to | 10,200 | 2,447 | 0.0% | 0.0% | 331 | +5,400 | 112.5% | Q1 2026 | May 08, 2026 |
| Clarus Wealth Advisors | History | Reduced | 9,801 | 2,443 | 1.04% | 2.14% | 332 | -10,159 | -50.9% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 10,177 | 2,442 | 0.02% | 0.03% | 333 | +624 | 6.53% | Q1 2026 | May 13, 2026 |
| Vines Capital Management, LLC | History | Reduced | 10,033 | 2,407 | 2.39% | 2.46% | 334 | -54 | -0.54% | Q1 2026 | May 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 10,025 | 2,405 | 2.39% | 2.41% | 335 | +392 | 4.07% | Q1 2026 | Apr 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 9,902 | 2,376 | 0.18% | 0.18% | 336 | +154 | 1.58% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 9,846 | 2,362 | 0.12% | 0.06% | 337 | +4,335 | 78.66% | Q1 2026 | Apr 28, 2026 |
| Addison Capital Co | History | New | 9,611 | 2,306 | 0.41% | — | 338 | +9,611 | New | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 9,372 | 2,298 | 0.11% | 0.11% | 339 | +500 | 5.64% | Q1 2026 | Apr 27, 2026 |
| Cassia Capital Partners, LLC | History | No change | 9,576 | 2,298 | 1.18% | 1.3% | 340 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 9,503 | 2,280 | 0.68% | 0.68% | 341 | +480 | 5.32% | Q1 2026 | Apr 20, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 9,488 | 2,277 | 1.89% | 1.92% | 342 | +481 | 5.34% | Q1 2026 | Apr 29, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 9,367 | 2,248 | 0.75% | 0.6% | 343 | +2,759 | 41.75% | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 9,346 | 2,242 | 0.03% | 0.03% | 344 | +504 | 5.7% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9,338 | 2,241 | 0.04% | 0.05% | 345 | -683 | -6.82% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,271 | 2,224 | 0.1% | 0.11% | 346 | +42 | 0.46% | Q1 2026 | Apr 28, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 9,242 | 2,217 | 1.68% | 1.38% | 347 | +2,615 | 39.46% | Q1 2026 | Apr 27, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 9,219 | 2,212 | 0.8% | 0.76% | 348 | +625 | 7.27% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 9,550 | 2,203 | 0.08% | 0.09% | 349 | -43 | -0.45% | Q1 2026 | May 15, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 9,170 | 2,200 | 0.66% | 0.6% | 350 | +1,177 | 14.73% | Q1 2026 | Apr 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 9,164 | 2,199 | 0.24% | 0.26% | 351 | -516 | -5.33% | Q1 2026 | Apr 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,477 | 2,186 | 0.14% | 0.11% | 352 | -391 | -3.96% | Q1 2026 | Apr 24, 2026 |
| BROWN ADVISORY INC | History | No change | 9,072 | 2,177 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 9,024 | 2,165 | 0.01% | 0.01% | 354 | +493 | 5.78% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,962 | 2,150 | 0.01% | 0.01% | 355 | -180 | -1.97% | Q1 2026 | Apr 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 7,774 | 2,133 | 0.15% | 0.15% | 356 | -190 | -2.39% | Q1 2026 | Apr 29, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 8,730 | 2,095 | 0.04% | 0.04% | 357 | -175 | -1.97% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 8,579 | 2,059 | 0.0% | 0.0% | 358 | +584 | 7.3% | Q1 2026 | May 14, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 8,562 | 2,054 | 1.71% | 1.73% | 359 | +252 | 3.03% | Q1 2026 | May 14, 2026 |
| Legacy Private Trust Co. | History | Reduced | 8,539 | 2,049 | 0.13% | 0.15% | 360 | -1,502 | -14.96% | Q1 2026 | Apr 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 8,126 | 1,949 | 0.24% | — | 361 | +8,126 | New | Q1 2026 | May 18, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 7,031 | 1,929 | 0.24% | 0.42% | 362 | -5,602 | -44.34% | Q1 2026 | Apr 20, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 7,979 | 1,914 | 0.21% | 0.23% | 363 | -51 | -0.64% | Q1 2026 | Apr 28, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 7,965 | 1,911 | 0.52% | 0.85% | 364 | +3 | 0.04% | Q1 2026 | Apr 08, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 7,902 | 1,896 | 0.47% | 2.56% | 365 | -33,192 | -80.77% | Q1 2026 | Apr 03, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 7,832 | 1,879 | 0.21% | 0.11% | 366 | +3,536 | 82.31% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 7,786 | 1,868 | 0.26% | 0.27% | 367 | -42 | -0.54% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | Added to | 7,777 | 1,866 | 0.02% | 0.02% | 368 | +1,748 | 28.99% | Q1 2026 | Apr 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,671 | 1,841 | 0.05% | 0.05% | 369 | +1,196 | 18.47% | Q1 2026 | Apr 21, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 7,534 | 1,808 | 0.71% | 0.5% | 370 | +2,656 | 54.45% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 7,414 | 1,779 | 0.03% | 0.04% | 371 | -1,163 | -13.56% | Q1 2026 | Apr 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,379 | 1,771 | 0.06% | 0.06% | 372 | +545 | 7.97% | Q1 2026 | Apr 07, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 6,804 | 1,766 | 0.41% | 0.44% | 374 | -185 | -2.65% | Q1 2026 | Apr 10, 2026 |
| Fermata Advisors, LLC | History | Reduced | 7,360 | 1,766 | 0.4% | 0.45% | 373 | -124 | -1.66% | Q1 2026 | Apr 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 7,346 | 1,762 | 0.19% | 0.2% | 375 | -258 | -3.39% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,318 | 1,756 | 0.02% | 0.02% | 376 | +1,817 | 33.03% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 7,199 | 1,727 | 0.18% | 0.24% | 377 | -151 | -2.05% | Q1 2026 | Apr 23, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 7,185 | 1,724 | 0.39% | 0.42% | 378 | -393 | -5.19% | Q1 2026 | Apr 10, 2026 |
| Flagship Capital Management Inc. | History | Added to | 7,167 | 1,720 | 1.26% | 1.26% | 379 | +60 | 0.84% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 7,060 | 1,694 | 0.08% | 0.02% | 380 | +5,155 | 270.6% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 5,940 | 1,686 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 7,021 | 1,684 | 0.52% | 0.5% | 382 | +783 | 12.55% | Q1 2026 | May 11, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 6,834 | 1,640 | 0.6% | 0.67% | 383 | -40 | -0.58% | Q1 2026 | Apr 28, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 6,833 | 1,639 | 0.56% | 0.49% | 384 | +1,519 | 28.58% | Q1 2026 | Apr 21, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 6,809 | 1,634 | 0.65% | 0.66% | 385 | +345 | 5.34% | Q1 2026 | May 01, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 6,795 | 1,630 | 1.26% | 1.15% | 386 | +1,045 | 18.17% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 6,776 | 1,626 | 0.0% | 0.0% | 387 | -176 | -2.53% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 6,744 | 1,618 | 0.05% | 0.05% | 388 | -19 | -0.28% | Q1 2026 | Apr 09, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 6,634 | 1,592 | 0.29% | 0.3% | 389 | +1 | 0.02% | Q1 2026 | Apr 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,621 | 1,588 | 0.01% | 0.01% | 390 | +325 | 5.16% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Reduced | 6,543 | 1,570 | 0.13% | 0.13% | 391 | -181 | -2.69% | Q1 2026 | Apr 10, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 6,788 | 1,566 | 1.76% | 1.06% | 392 | +2,484 | 57.71% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 6,471 | 1,552 | 0.33% | 0.28% | 393 | +291 | 4.71% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Reduced | 6,456 | 1,549 | 0.02% | 0.02% | 394 | -177 | -2.67% | Q1 2026 | May 15, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 6,271 | 1,541 | 0.83% | 1.06% | 395 | -1,348 | -17.69% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 6,414 | 1,539 | 0.05% | 0.05% | 396 | +60 | 0.94% | Q1 2026 | Apr 22, 2026 |
| XTX Topco Ltd | History | Reduced | 6,412 | 1,538 | 0.03% | 0.13% | 397 | -14,130 | -68.79% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Added to | 6,402 | 1,536 | 0.37% | 0.38% | 398 | +457 | 7.69% | Q1 2026 | Apr 30, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 6,373 | 1,529 | 0.96% | 0.96% | 399 | +323 | 5.34% | Q1 2026 | Apr 07, 2026 |
| Bison Wealth, LLC | History | Reduced | 5,005 | 1,528 | 0.15% | 0.14% | 400 | -95 | -1.86% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, LLC | History | New | 6,351 | 1,524 | 0.27% | — | 401 | +6,351 | New | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,350 | 1,523 | 0.09% | 0.09% | 402 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 6,341 | 1,521 | 0.57% | 0.57% | 403 | +346 | 5.77% | Q1 2026 | Apr 20, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 6,326 | 1,518 | 0.77% | 0.74% | 404 | +1,937 | 44.13% | Q1 2026 | Apr 30, 2026 |
| J.M. Arbour, LLC | History | Added to | 6,306 | 1,513 | 1.45% | 1.5% | 405 | +282 | 4.68% | Q1 2026 | Apr 21, 2026 |
| Decker Wealth Management LLC | History | Reduced | 6,252 | 1,500 | 0.34% | 0.36% | 407 | -380 | -5.73% | Q1 2026 | May 06, 2026 |
| EQ LLC | History | Added to | 6,251 | 1,500 | 0.42% | 0.43% | 406 | +254 | 4.24% | Q1 2026 | May 06, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,169 | 1,480 | 0.11% | 0.11% | 408 | +635 | 11.47% | Q1 2026 | Apr 22, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 6,158 | 1,477 | 0.33% | 0.36% | 409 | +63 | 1.03% | Q1 2026 | Apr 21, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 6,081 | 1,459 | 0.0% | 0.01% | 410 | -37,045 | -85.9% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 6,067 | 1,456 | 0.32% | 0.33% | 411 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McCartney Wealth Management LLC | History | Added to | 6,055 | 1,453 | 1.22% | 1.3% | 412 | +22 | 0.36% | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 6,041 | 1,449 | 0.12% | 0.06% | 413 | +2,781 | 85.31% | Q1 2026 | May 14, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 5,979 | 1,434 | 0.04% | 0.07% | 414 | -4,559 | -43.26% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 5,964 | 1,431 | 0.06% | 0.04% | 415 | +2,022 | 51.29% | Q1 2026 | Apr 21, 2026 |
| NOVEM GROUP | History | New | 5,957 | 1,429 | 0.16% | — | 416 | +5,957 | New | Q1 2026 | Apr 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,904 | 1,417 | 0.01% | 0.01% | 417 | -3,038 | -33.97% | Q1 2026 | Apr 27, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 5,904 | 1,416 | 0.59% | 0.64% | 418 | -287 | -4.64% | Q1 2026 | Apr 08, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 5,845 | 1,402 | 1.14% | 1.2% | 419 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 5,822 | 1,397 | 0.03% | — | 420 | +5,822 | New | Q1 2026 | May 15, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 5,803 | 1,392 | 0.25% | 0.28% | 421 | -192 | -3.2% | Q1 2026 | May 01, 2026 |
| ACT Advisors, LLC. | History | Reduced | 5,793 | 1,390 | 0.59% | 0.6% | 423 | -337 | -5.5% | Q1 2026 | Apr 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 5,792 | 1,390 | 0.08% | 0.08% | 422 | +90 | 1.58% | Q1 2026 | May 01, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 5,784 | 1,388 | 0.51% | 0.41% | 424 | +1,406 | 32.12% | Q1 2026 | Apr 09, 2026 |
| SHP Wealth Management | History | Reduced | 5,698 | 1,367 | 0.1% | 0.11% | 425 | -19 | -0.33% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,690 | 1,365 | 0.0% | 0.0% | 426 | +5,431 | 2096.91% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,591 | 1,341 | 0.03% | 0.06% | 427 | -3,929 | -41.27% | Q1 2026 | Apr 07, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 5,584 | 1,340 | 0.19% | 0.26% | 429 | -1,361 | -19.6% | Q1 2026 | Apr 21, 2026 |
| Berbice Capital Management LLC | History | Reduced | 5,587 | 1,340 | 0.88% | 0.99% | 428 | -1,000 | -15.18% | Q1 2026 | May 06, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 5,580 | 1,339 | 0.23% | 0.24% | 430 | +17 | 0.31% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 5,561 | 1,334 | 0.09% | 0.09% | 431 | +67 | 1.22% | Q1 2026 | Apr 21, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,544 | 1,330 | 0.0% | 0.0% | 432 | +461 | 9.07% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 5,516 | 1,323 | 0.38% | 0.38% | 433 | -167 | -2.94% | Q1 2026 | Apr 16, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 5,437 | 1,304 | 0.26% | 0.26% | 434 | +499 | 10.11% | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 5,395 | 1,294 | 0.13% | 0.14% | 435 | -130 | -2.35% | Q1 2026 | Apr 20, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 5,391 | 1,293 | 0.04% | 0.05% | 436 | -307 | -5.39% | Q1 2026 | Apr 30, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 5,385 | 1,292 | 0.29% | 0.4% | 437 | -1,464 | -21.38% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,352 | 1,284 | 0.03% | 0.03% | 438 | -376 | -6.56% | Q1 2026 | May 01, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 5,132 | 1,284 | 0.08% | 0.08% | 439 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 5,297 | 1,271 | 1.02% | 0.95% | 440 | +438 | 9.01% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 5,286 | 1,268 | 0.04% | 0.06% | 441 | -1,681 | -24.13% | Q1 2026 | May 13, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 5,160 | 1,238 | 1.06% | — | 442 | +5,160 | New | Q1 2026 | Apr 13, 2026 |
| Planned Solutions, Inc. | History | Added to | 5,110 | 1,226 | 0.4% | 0.41% | 443 | +1 | 0.02% | Q1 2026 | Apr 09, 2026 |
| PFG Advisors | History | Added to | 5,082 | 1,219 | 0.06% | 0.06% | 444 | +338 | 7.12% | Q1 2026 | May 05, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 5,018 | 1,204 | 0.72% | 0.7% | 445 | +124 | 2.53% | Q1 2026 | Apr 30, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 4,999 | 1,199 | 0.13% | 0.16% | 446 | -694 | -12.19% | Q1 2026 | Apr 10, 2026 |
| MA Private Wealth | History | Reduced | 4,962 | 1,190 | 0.2% | 0.24% | 447 | -905 | -15.43% | Q1 2026 | May 07, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 4,929 | 1,182 | 0.45% | 0.6% | 448 | -1,257 | -20.32% | Q1 2026 | May 05, 2026 |
| Capital Investment Management, Inc. | History | Added to | 4,900 | 1,175 | 0.4% | 0.38% | 449 | +521 | 11.9% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,881 | 1,171 | 0.03% | 0.03% | 450 | -125 | -2.5% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 4,840 | 1,161 | 0.27% | 0.29% | 451 | -210 | -4.16% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,824 | 1,157 | 0.07% | 0.08% | 452 | -602 | -11.09% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 4,778 | 1,146 | 0.03% | 0.04% | 453 | -1,510 | -24.01% | Q1 2026 | May 11, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 4,669 | 1,120 | 0.36% | 0.44% | 454 | -167 | -3.45% | Q1 2026 | Apr 17, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 4,662 | 1,118 | 1.26% | 1.27% | 455 | +197 | 4.41% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,639 | 1,113 | 0.03% | 0.01% | 456 | +3,217 | 226.23% | Q1 2026 | May 15, 2026 |
| ERn Financial, LLC | History | Added to | 4,638 | 1,113 | 0.21% | 0.22% | 457 | +5 | 0.11% | Q1 2026 | Apr 24, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 4,621 | 1,108 | 0.02% | 0.02% | 458 | +71 | 1.56% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 4,562 | 1,094 | 0.81% | 0.87% | 459 | -112 | -2.4% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,550 | 1,091 | 0.1% | 0.11% | 460 | -262 | -5.44% | Q1 2026 | Apr 30, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 4,377 | 1,084 | 0.07% | 0.07% | 461 | -70 | -1.57% | Q1 2026 | Apr 07, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 4,517 | 1,084 | 0.69% | 0.7% | 462 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Citizens National Bank Trust Department | History | Added to | 4,512 | 1,082 | 0.18% | 0.17% | 463 | +531 | 13.34% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,500 | 1,080 | 0.04% | 0.04% | 464 | +206 | 4.8% | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | New | 4,491 | 1,077 | 0.04% | — | 466 | +4,491 | New | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 4,488 | 1,077 | 0.06% | 0.06% | 465 | +118 | 2.7% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 4,425 | 1,061 | 0.06% | 0.0% | 467 | +4,387 | 11544.74% | Q1 2026 | Apr 20, 2026 |
| TCTC Holdings, LLC | History | Added to | 4,414 | 1,059 | 0.03% | 0.03% | 468 | +1,038 | 30.75% | Q1 2026 | May 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 4,411 | 1,058 | 0.0% | 0.0% | 469 | +490 | 12.5% | Q1 2026 | May 14, 2026 |
| W ADVISORS, LLC | History | Added to | 4,407 | 1,057 | 0.54% | 0.5% | 470 | +426 | 10.7% | Q1 2026 | Apr 29, 2026 |
| Aspect Partners, LLC | History | Reduced | 4,401 | 1,056 | 0.43% | 0.49% | 471 | -30 | -0.68% | Q1 2026 | Apr 02, 2026 |
| G&S Capital LLC | History | Added to | 4,397 | 1,055 | 0.37% | 0.38% | 472 | +67 | 1.55% | Q1 2026 | Apr 07, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 4,394 | 1,054 | 0.08% | 0.09% | 473 | -110 | -2.44% | Q1 2026 | May 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 4,383 | 1,052 | 0.01% | 0.01% | 474 | -76 | -1.7% | Q1 2026 | May 14, 2026 |
| Quartz Partners, LLC | History | Reduced | 4,352 | 1,044 | 0.4% | 1.02% | 475 | -6,609 | -60.3% | Q1 2026 | May 05, 2026 |
| Security Financial Services, INC. | History | No change | 4,173 | 1,044 | 0.16% | 0.16% | 476 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 4,337 | 1,040 | 0.08% | 0.08% | 477 | +267 | 6.56% | Q1 2026 | May 13, 2026 |
| First Citizens Financial Corp | History | Added to | 4,307 | 1,033 | 0.49% | 0.47% | 478 | +540 | 14.34% | Q1 2026 | Apr 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 4,287 | 1,028 | 0.14% | 0.15% | 479 | +532 | 14.17% | Q1 2026 | May 08, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 4,220 | 1,012 | 0.78% | 0.86% | 480 | -329 | -7.23% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Added to | 4,207 | 1,009 | 0.01% | 0.01% | 481 | +98 | 2.39% | Q1 2026 | May 06, 2026 |
| Vantage Point Financial LLC | History | Added to | 4,202 | 1,008 | 0.35% | 0.36% | 482 | +151 | 3.73% | Q1 2026 | May 01, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 4,178 | 1,002 | 0.54% | 0.53% | 483 | +199 | 5.0% | Q1 2026 | May 14, 2026 |
| Belvedere Trading LLC | History | Reduced | 4,136 | 992 | 0.0% | 0.0% | 484 | -949 | -18.66% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 4,112 | 987 | 0.16% | 0.16% | 485 | +528 | 14.73% | Q1 2026 | Apr 29, 2026 |
| Biondo Investment Advisors, LLC | History | Reduced | 4,112 | 986 | 0.13% | 0.39% | 486 | -8,809 | -68.18% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 4,083 | 979 | 0.0% | 0.0% | 487 | -5,272 | -56.35% | Q1 2026 | May 14, 2026 |
| Two West Capital Advisors LLC | History | Added to | 3,526 | 979 | 0.52% | 0.45% | 488 | +444 | 14.41% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 4,046 | 970 | 0.03% | 0.02% | 489 | +58 | 1.45% | Q1 2026 | Apr 29, 2026 |
| Lansing Street Advisors | History | Reduced | 4,024 | 965 | 0.24% | 0.26% | 490 | -12 | -0.3% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Reduced | 4,009 | 962 | 0.04% | 0.05% | 491 | -147 | -3.54% | Q1 2026 | Apr 27, 2026 |
| Unify Financial Advisors | History | Added to | 3,995 | 958 | 0.99% | 0.6% | 492 | +1,674 | 72.12% | Q1 2026 | Apr 23, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 3,985 | 956 | 0.28% | 0.26% | 493 | +469 | 13.34% | Q1 2026 | May 07, 2026 |
| VestGen Investment Management | History | Added to | 3,963 | 951 | 0.52% | 0.53% | 494 | +109 | 2.83% | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 3,960 | 950 | 0.2% | 0.22% | 496 | +51 | 1.3% | Q1 2026 | Apr 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,962 | 950 | 0.06% | 0.07% | 495 | +1 | 0.03% | Q1 2026 | Apr 10, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 3,958 | 949 | 1.32% | 1.44% | 497 | -145 | -3.53% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 3,953 | 948 | 0.38% | 0.41% | 498 | -167 | -4.05% | Q1 2026 | Apr 24, 2026 |
| NWAM LLC | History | Added to | 3,942 | 946 | 0.05% | 0.03% | 499 | +1,881 | 91.27% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,940 | 945 | 0.0% | 0.01% | 500 | -368 | -8.54% | Q1 2026 | May 14, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,754 | 939 | 0.27% | 0.27% | 501 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | New | 3,900 | 936 | 0.08% | — | 502 | +3,900 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 3,876 | 930 | 0.11% | 0.1% | 503 | +1,028 | 36.1% | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 3,867 | 927 | 0.32% | 0.35% | 504 | -3 | -0.08% | Q1 2026 | Apr 28, 2026 |
| Ethos Financial Group, LLC | History | New | 3,857 | 925 | 0.07% | — | 505 | +3,857 | New | Q1 2026 | May 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,844 | 922 | 0.02% | 0.02% | 506 | +5 | 0.13% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,797 | 911 | 0.0% | 0.0% | 507 | +75 | 2.02% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Added to | 3,794 | 910 | 0.21% | 0.2% | 508 | +132 | 3.6% | Q1 2026 | Apr 22, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 3,786 | 908 | 0.01% | 0.03% | 509 | -16,417 | -81.26% | Q1 2026 | May 07, 2026 |
| Smart Money Group LLC | History | Reduced | 3,783 | 907 | 0.26% | 0.29% | 510 | -155 | -3.94% | Q1 2026 | May 05, 2026 |
| Sierra Capital LLC | History | No change | 3,761 | 903 | 0.1% | 0.1% | 511 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 3,746 | 899 | 0.29% | 0.14% | 512 | +2,020 | 117.03% | Q1 2026 | May 04, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 3,745 | 898 | 0.18% | 0.15% | 513 | +1,140 | 43.76% | Q1 2026 | Apr 28, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 3,736 | 896 | 0.35% | 0.34% | 514 | +280 | 8.1% | Q1 2026 | Apr 21, 2026 |
| Private Advisory Group LLC | History | Added to | 3,733 | 895 | 0.06% | 0.07% | 515 | +229 | 6.54% | Q1 2026 | May 08, 2026 |
| GSG Advisors LLC | History | Added to | 3,701 | 888 | 0.23% | 0.24% | 516 | +4 | 0.11% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 3,500 | 876 | 0.0% | 0.0% | 517 | -2,180 | -38.38% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,648 | 875 | 0.07% | 0.07% | 518 | -293 | -7.43% | Q1 2026 | Apr 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,640 | 873 | 0.05% | 0.05% | 519 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 3,563 | 855 | 0.73% | 0.78% | 520 | -31 | -0.86% | Q1 2026 | Apr 13, 2026 |
| Ascent Group, LLC | History | Added to | 3,560 | 854 | 0.03% | 0.03% | 521 | +26 | 0.74% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,552 | 853 | 0.01% | 0.02% | 522 | -137 | -3.71% | Q1 2026 | Apr 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 3,531 | 847 | 0.01% | 0.01% | 523 | -399 | -10.15% | Q1 2026 | Apr 14, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 3,496 | 838 | 0.88% | 0.86% | 524 | +133 | 3.95% | Q1 2026 | May 12, 2026 |
| Vantus Wealth LLC | History | No change | 3,332 | 834 | 0.61% | 0.61% | 525 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 3,453 | 828 | 0.03% | 0.03% | 526 | +189 | 5.79% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,418 | 820 | 0.01% | 0.01% | 527 | -1,609 | -32.01% | Q1 2026 | May 01, 2026 |
| FWG Investments, LLC. | History | Added to | 3,416 | 819 | 0.52% | 0.47% | 528 | +461 | 15.6% | Q1 2026 | Apr 21, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 3,409 | 818 | 0.73% | 0.89% | 529 | -746 | -17.95% | Q1 2026 | Apr 16, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,266 | 817 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,354 | 805 | 0.21% | 0.23% | 531 | +12 | 0.36% | Q1 2026 | May 06, 2026 |
| Nilsine Partners, LLC | History | Reduced | 2,867 | 804 | 0.06% | 0.2% | 532 | -6,540 | -69.52% | Q1 2026 | Apr 29, 2026 |
| Banque Cantonale Vaudoise | History | New | 3,344 | 803 | 0.03% | — | 533 | +3,344 | New | Q1 2026 | Apr 20, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 3,336 | 800 | 0.05% | 0.07% | 534 | -1,091 | -24.64% | Q1 2026 | Apr 30, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 3,285 | 788 | 0.33% | 0.35% | 535 | -43 | -1.29% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 3,265 | 783 | 0.01% | 0.0% | 536 | +2,374 | 266.44% | Q1 2026 | Apr 24, 2026 |
| Parker Investment Management, LLC | History | Reduced | 3,240 | 777 | 0.12% | 0.14% | 537 | -754 | -18.88% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,231 | 775 | 0.07% | 0.06% | 538 | +418 | 14.86% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Reduced | 3,225 | 773 | 0.4% | 0.43% | 539 | -2,904 | -47.38% | Q1 2026 | Apr 20, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 3,180 | 763 | 0.29% | 0.31% | 540 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 3,162 | 759 | 0.3% | 0.35% | 541 | -99 | -3.04% | Q1 2026 | Apr 08, 2026 |
| BESSEMER GROUP INC | History | No change | 3,155 | 757 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Heirloom Wealth Management | History | New | 3,147 | 755 | 0.14% | — | 544 | +3,147 | New | Q1 2026 | Apr 14, 2026 |
| GDS Wealth Management | History | Added to | 3,147 | 755 | 0.05% | 0.04% | 543 | +283 | 9.88% | Q1 2026 | Apr 27, 2026 |
| CRA Financial Services, LLC | History | Reduced | 3,120 | 748 | 0.1% | 0.1% | 545 | -10 | -0.32% | Q1 2026 | Apr 09, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 3,114 | 747 | 0.5% | 0.46% | 547 | +380 | 13.9% | Q1 2026 | Apr 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 2,549 | 747 | 0.27% | 0.25% | 546 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3,108 | 745 | 0.08% | 0.08% | 548 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bay Rivers Group | History | Added to | 3,101 | 744 | 0.31% | 0.22% | 549 | +900 | 40.89% | Q1 2026 | Apr 13, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 3,589 | 734 | 0.23% | 0.22% | 550 | -1,185 | -24.82% | Q1 2026 | Apr 23, 2026 |
| Eagle Strategies LLC | History | Added to | 3,012 | 722 | 0.09% | 0.1% | 551 | +5 | 0.17% | Q1 2026 | Apr 20, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 3,008 | 721 | 0.29% | 0.31% | 552 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 2,997 | 719 | 0.26% | 0.24% | 553 | +105 | 3.63% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,977 | 714 | 0.01% | 0.02% | 554 | -917 | -23.55% | Q1 2026 | May 11, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 2,970 | 712 | 0.28% | 0.3% | 555 | -15 | -0.5% | Q1 2026 | Apr 08, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 2,959 | 710 | 0.14% | 0.14% | 556 | +12 | 0.41% | Q1 2026 | Apr 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,912 | 698 | 0.02% | 0.02% | 557 | +184 | 6.74% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Added to | 2,893 | 694 | 0.0% | 0.01% | 558 | +494 | 20.59% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 2,888 | 693 | 0.13% | 0.12% | 559 | +436 | 17.78% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,858 | 685 | 0.02% | — | 561 | +2,858 | New | Q1 2026 | May 15, 2026 |
| Vavra Capital Management, LLC | History | No change | 2,856 | 685 | 0.67% | 0.7% | 560 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LongView Wealth Management | History | Reduced | 2,531 | 684 | 0.17% | 0.16% | 563 | -76 | -2.92% | Q1 2026 | Apr 15, 2026 |
| Palumbo Wealth Management LLC | History | No change | 2,852 | 684 | 0.17% | 0.18% | 562 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bowman & Co S.C. | History | No change | 2,717 | 680 | 0.29% | 0.29% | 564 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 2,830 | 679 | 0.19% | 0.2% | 565 | +300 | 11.86% | Q1 2026 | Apr 09, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,822 | 677 | 0.05% | 0.05% | 566 | +99 | 3.64% | Q1 2026 | Apr 17, 2026 |
| Center For Asset Management LLC | History | Reduced | 2,813 | 675 | 0.34% | 0.47% | 567 | -754 | -21.14% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,809 | 674 | 0.02% | 0.02% | 568 | -515 | -15.49% | Q1 2026 | May 14, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 2,800 | 672 | 0.45% | 0.47% | 569 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Investment Advisory Group, LLC | History | No change | 2,789 | 669 | 0.17% | 0.18% | 570 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Busey Bank | History | Added to | 2,751 | 660 | 0.02% | 0.01% | 571 | +558 | 25.44% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | Added to | 2,735 | 656 | 0.08% | 0.08% | 572 | +68 | 2.55% | Q1 2026 | Apr 17, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 2,729 | 654 | 0.57% | 0.59% | 573 | +1 | 0.04% | Q1 2026 | May 07, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 2,716 | 651 | 0.04% | 0.04% | 574 | +38 | 1.42% | Q1 2026 | Apr 27, 2026 |
| Lee Financial Co | History | Reduced | 2,694 | 646 | 0.09% | 0.1% | 575 | -343 | -11.29% | Q1 2026 | Apr 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 2,688 | 645 | 0.24% | — | 577 | +2,688 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 2,688 | 645 | 0.24% | 0.26% | 576 | -2 | -0.07% | Q1 2026 | Apr 23, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 2,684 | 644 | 0.08% | 0.09% | 578 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Summit Trail Advisors, LLC | History | New | 2,653 | 636 | 0.01% | — | 579 | +2,653 | New | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | New | 2,646 | 635 | 0.01% | — | 580 | +2,646 | New | Q1 2026 | Apr 27, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 2,641 | 633 | 0.33% | 0.35% | 581 | +3 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 2,621 | 629 | 0.04% | 0.06% | 584 | -656 | -20.02% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,624 | 629 | 0.01% | 0.01% | 582 | -201 | -7.12% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 2,621 | 629 | 0.02% | 0.02% | 583 | -3 | -0.11% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 2,601 | 624 | 0.02% | 0.02% | 585 | -56 | -2.11% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 2,573 | 617 | 0.04% | 0.04% | 586 | +139 | 5.71% | Q1 2026 | May 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 2,556 | 613 | 0.03% | 0.03% | 587 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,552 | 612 | 0.04% | 0.06% | 588 | -998 | -28.11% | Q1 2026 | Apr 13, 2026 |
| Atlas Brown,Inc. | History | Added to | 2,549 | 611 | 0.18% | 0.18% | 589 | +148 | 6.16% | Q1 2026 | Apr 17, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 2,544 | 610 | 0.45% | 0.54% | 590 | -318 | -11.11% | Q1 2026 | Apr 20, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,534 | 608 | 0.0% | — | 591 | +2,534 | New | Q1 2026 | May 12, 2026 |
| MTM Investment Management, LLC | History | No change | 2,522 | 605 | 0.19% | 0.2% | 592 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 2,511 | 602 | 0.27% | 0.52% | 593 | -1,412 | -35.99% | Q1 2026 | Apr 28, 2026 |
| Activest Wealth Management | History | Reduced | 2,505 | 601 | 0.11% | 0.32% | 594 | -4,390 | -63.67% | Q1 2026 | Apr 15, 2026 |
| Polymer Capital Management (HK) LTD | History | New | 2,500 | 599 | 0.05% | — | 596 | +2,500 | New | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 2,497 | 599 | 0.01% | 0.01% | 595 | +383 | 18.12% | Q1 2026 | May 01, 2026 |
| V2 Financial group LLC | History | Reduced | 2,489 | 597 | 0.28% | 0.31% | 597 | -20 | -0.8% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,431 | 589 | 0.03% | 0.03% | 598 | -331 | -11.98% | Q1 2026 | May 12, 2026 |
| COWA, LLC | History | New | 2,449 | 587 | 0.16% | — | 599 | +2,449 | New | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 2,430 | 583 | 0.15% | 0.14% | 601 | -28 | -1.14% | Q1 2026 | Apr 30, 2026 |
| Centric Wealth Management | History | Added to | 2,053 | 583 | 0.12% | 0.11% | 600 | +2 | 0.1% | Q1 2026 | May 12, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 2,421 | 581 | 0.48% | 0.38% | 602 | +557 | 29.88% | Q1 2026 | Apr 21, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 2,424 | 581 | 0.3% | 0.32% | 603 | -38 | -1.54% | Q1 2026 | Apr 21, 2026 |
| Dakota Wealth Management | History | Reduced | 2,414 | 579 | 0.01% | 0.01% | 604 | -640 | -20.96% | Q1 2026 | May 07, 2026 |
| JT Stratford LLC | History | Added to | 2,380 | 571 | 0.07% | 0.07% | 605 | +44 | 1.88% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 2,375 | 570 | 0.03% | 0.21% | 606 | -12,313 | -83.83% | Q1 2026 | Apr 30, 2026 |
| Horizon Wealth Management, LLC | History | New | 2,376 | 570 | 0.08% | — | 607 | +2,376 | New | Q1 2026 | Apr 24, 2026 |
| Brooklyn Investment Group | History | New | 2,359 | 566 | 0.02% | — | 608 | +2,359 | New | Q1 2026 | Apr 29, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 2,351 | 564 | 0.21% | 0.22% | 609 | -60 | -2.49% | Q1 2026 | May 06, 2026 |
| Semus Wealth Partners LLC | History | Added to | 2,345 | 562 | 0.31% | 0.29% | 610 | +185 | 8.56% | Q1 2026 | Apr 24, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 2,338 | 561 | 0.13% | 1.19% | 611 | -18,946 | -89.02% | Q1 2026 | Apr 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 2,309 | 554 | 0.02% | 0.02% | 612 | -91 | -3.79% | Q1 2026 | May 04, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 2,301 | 552 | 0.03% | 0.03% | 613 | -320 | -12.21% | Q1 2026 | Apr 16, 2026 |
| Galaxy Group Investments LLC | History | No change | 2,200 | 550 | 0.07% | 0.07% | 614 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,274 | 545 | 0.36% | 0.32% | 615 | +240 | 11.8% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,263 | 543 | 0.0% | 0.0% | 616 | +584 | 34.78% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 2,265 | 543 | 0.08% | 0.1% | 617 | -155 | -6.4% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,253 | 540 | 0.0% | 0.0% | 618 | +78 | 3.59% | Q1 2026 | May 05, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 2,245 | 538 | 0.08% | 0.09% | 619 | -295 | -11.61% | Q1 2026 | Apr 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 2,238 | 537 | 0.06% | 0.06% | 620 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aspire Growth Partners LLC | History | Reduced | 2,230 | 535 | 0.37% | 0.42% | 623 | -200 | -8.23% | Q1 2026 | Apr 17, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 2,231 | 535 | 0.03% | 0.03% | 621 | -156 | -6.54% | Q1 2026 | May 14, 2026 |
| Concorde Asset Management, LLC | History | No change | 2,138 | 535 | 0.21% | 0.21% | 622 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 2,225 | 533 | 0.46% | 0.45% | 624 | +111 | 5.25% | Q1 2026 | May 06, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 2,211 | 530 | 0.42% | 0.44% | 625 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Elevation Advisory Partners LLC | History | New | 2,029 | 528 | 0.49% | — | 626 | +2,029 | New | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,158 | 518 | 0.02% | 0.1% | 627 | -9,239 | -81.07% | Q1 2026 | May 11, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Reduced | 2,150 | 515 | 0.09% | 0.47% | 628 | -9,150 | -80.97% | Q1 2026 | Apr 24, 2026 |
| Independent Wealth Network Inc. | History | New | 2,133 | 511 | 0.15% | — | 629 | +2,133 | New | Q1 2026 | Apr 20, 2026 |
| Cooper Financial Group | History | Added to | 2,125 | 509 | 0.05% | 0.04% | 630 | +442 | 26.26% | Q1 2026 | Apr 07, 2026 |
| IFS Group,LLC | History | New | 2,108 | 505 | 0.45% | — | 632 | +2,108 | New | Q1 2026 | May 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,107 | 505 | 0.02% | 0.02% | 631 | +18 | 0.86% | Q1 2026 | Apr 08, 2026 |
| 46 Peaks LLC | History | Reduced | 2,102 | 504 | 0.37% | 0.39% | 633 | -3 | -0.14% | Q1 2026 | May 01, 2026 |
| Gibbs Wealth Management | History | Added to | 2,098 | 503 | 0.07% | 0.06% | 634 | +1,107 | 111.71% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 2,095 | 502 | 0.05% | 0.06% | 635 | -45 | -2.1% | Q1 2026 | May 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 2,087 | 500 | 0.05% | 0.07% | 637 | -404 | -16.22% | Q1 2026 | Apr 30, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 2,000 | 500 | 0.07% | 0.07% | 636 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| First Bank & Trust | History | Reduced | 2,079 | 498 | 0.08% | 0.09% | 638 | -20 | -0.95% | Q1 2026 | Apr 10, 2026 |
| Oxinas Partners, LLC | History | No change | 2,078 | 498 | 0.23% | 0.25% | 639 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Delos Wealth Advisors, LLC | History | New | 2,068 | 496 | 0.28% | — | 640 | +2,068 | New | Q1 2026 | May 14, 2026 |
| Legacy Trust | History | No change | 2,060 | 494 | 0.09% | 0.1% | 641 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rinkey Investments | History | Reduced | 2,055 | 493 | 0.13% | 0.13% | 642 | -12 | -0.58% | Q1 2026 | May 11, 2026 |
| New Millennium Group LLC | History | No change | 1,954 | 489 | 0.21% | 0.21% | 643 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Owen LaRue, LLC | History | No change | 2,029 | 487 | 0.19% | 0.19% | 644 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cadent Capital Advisors, LLC | History | New | 2,025 | 485 | 0.13% | — | 645 | +2,025 | New | Q1 2026 | Apr 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 2,013 | 483 | 0.05% | 0.05% | 646 | +78 | 4.03% | Q1 2026 | Apr 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,728 | 474 | 0.58% | 0.58% | 648 | -26 | -1.48% | Q1 2026 | Apr 29, 2026 |
| Allen Capital Group, LLC | History | No change | 1,896 | 474 | 0.04% | 0.04% | 647 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 1,974 | 473 | 0.45% | 0.38% | 649 | +370 | 23.07% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,567 | 473 | 0.01% | 0.01% | 650 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 1,974 | 473 | 0.04% | 0.04% | 651 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,951 | 468 | 0.0% | 0.0% | 652 | -122 | -5.89% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,938 | 465 | 0.03% | 0.04% | 653 | -561 | -22.45% | Q1 2026 | Apr 20, 2026 |
| WealthPoint Financial, LLC | History | No change | 1,854 | 464 | 0.4% | 0.4% | 654 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,931 | 463 | 0.03% | 0.01% | 655 | +1,136 | 142.89% | Q1 2026 | May 15, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 1,922 | 461 | 0.43% | 0.42% | 656 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Santori & Peters, Inc. | History | Reduced | 1,921 | 460 | 0.14% | 0.17% | 657 | -30 | -1.54% | Q1 2026 | May 07, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 1,916 | 459 | 0.06% | 0.06% | 658 | +278 | 16.97% | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | Added to | 1,906 | 457 | 0.09% | 0.05% | 659 | +790 | 70.79% | Q1 2026 | May 07, 2026 |
| Maia Wealth LLC | History | Reduced | 1,905 | 457 | 0.08% | 0.1% | 660 | -323 | -14.5% | Q1 2026 | May 08, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 1,892 | 453 | 0.16% | 0.13% | 661 | +445 | 30.75% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 1,872 | 449 | 0.01% | 0.01% | 662 | +144 | 8.33% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 1,855 | 445 | 0.0% | 0.0% | 663 | -1,253 | -40.32% | Q1 2026 | May 15, 2026 |
| Virtus Family Office LLC | History | No change | 1,856 | 445 | 0.38% | 0.4% | 664 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 1,845 | 442 | 0.05% | 0.05% | 665 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 1,842 | 442 | 0.13% | 0.13% | 666 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quent Capital, LLC | History | Reduced | 1,839 | 441 | 0.03% | 0.06% | 667 | -1,249 | -40.45% | Q1 2026 | Apr 28, 2026 |
| Vision Retirement, LLC | History | Added to | 1,835 | 440 | 0.13% | 0.12% | 668 | +59 | 3.32% | Q1 2026 | May 07, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 1,831 | 439 | 0.17% | 0.19% | 670 | -80 | -4.19% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,756 | 439 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 1,829 | 438 | 0.04% | 0.05% | 671 | -102 | -5.28% | Q1 2026 | Apr 22, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 1,825 | 437 | 0.41% | 0.4% | 672 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,743 | 436 | 0.01% | 0.01% | 673 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,805 | 433 | 0.0% | 0.0% | 674 | -1,630 | -47.45% | Q1 2026 | May 14, 2026 |
| Capital Squared Financial LLC | History | Added to | 1,803 | 432 | 0.33% | 0.26% | 676 | +464 | 34.65% | Q1 2026 | May 01, 2026 |
| Breakwater Capital Group | History | Added to | 1,804 | 432 | 0.06% | 0.06% | 675 | +151 | 9.13% | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 1,794 | 430 | 0.02% | 0.03% | 677 | -20 | -1.1% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,789 | 429 | 0.02% | 0.01% | 679 | +949 | 112.98% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 1,506 | 429 | 0.28% | 0.33% | 680 | -399 | -20.94% | Q1 2026 | May 06, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 1,791 | 429 | 0.07% | 0.06% | 678 | +218 | 13.86% | Q1 2026 | May 12, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 1,779 | 426 | 0.05% | 0.06% | 681 | -29 | -1.6% | Q1 2026 | May 04, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 1,773 | 425 | 0.14% | 0.16% | 682 | +2 | 0.11% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,769 | 424 | 0.06% | 0.08% | 684 | -449 | -20.24% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,767 | 424 | 0.01% | 0.01% | 683 | +185 | 11.69% | Q1 2026 | May 07, 2026 |
| Destination Wealth Management | History | New | 1,754 | 420 | 0.01% | — | 685 | +1,754 | New | Q1 2026 | May 15, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 1,745 | 418 | 0.02% | 0.02% | 686 | -107 | -5.78% | Q1 2026 | Apr 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,742 | 418 | 0.01% | 0.01% | 687 | +30 | 1.75% | Q1 2026 | May 08, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 1,734 | 416 | 0.25% | 0.26% | 688 | +5 | 0.29% | Q1 2026 | May 07, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 1,728 | 414 | 0.09% | 0.1% | 689 | -35 | -1.99% | Q1 2026 | May 15, 2026 |
| Merited Wealth, LLC | History | Added to | 1,721 | 413 | 0.34% | 0.34% | 690 | +242 | 16.36% | Q1 2026 | Apr 24, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 1,719 | 412 | 0.31% | 0.31% | 691 | +1 | 0.06% | Q1 2026 | Apr 22, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 1,714 | 411 | 0.19% | 0.21% | 692 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 1,708 | 409 | 0.04% | 0.04% | 693 | +9 | 0.53% | Q1 2026 | Apr 27, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 1,700 | 408 | 0.04% | 0.04% | 694 | +1 | 0.06% | Q1 2026 | Apr 09, 2026 |
| Emissary Wealth LLC | History | Reduced | 1,700 | 407 | 0.38% | 0.36% | 695 | -8 | -0.47% | Q1 2026 | May 08, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 1,693 | 406 | 0.12% | — | 697 | +1,693 | New | Q1 2026 | Apr 30, 2026 |
| IMC-Chicago, LLC | History | New | 1,692 | 406 | 0.0% | — | 696 | +1,692 | New | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,680 | 403 | 0.0% | 0.0% | 698 | +33 | 2.0% | Q1 2026 | May 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 1,669 | 400 | 0.13% | 0.15% | 699 | -26 | -1.53% | Q1 2026 | Apr 15, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 1,666 | 399 | 0.28% | 0.29% | 700 | +6 | 0.36% | Q1 2026 | May 05, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 1,650 | 395 | 0.09% | 0.1% | 701 | -75 | -4.35% | Q1 2026 | Apr 17, 2026 |
| Moors & Cabot, Inc. | History | New | 1,642 | 394 | 0.02% | — | 704 | +1,642 | New | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 1,636 | 394 | 0.02% | 0.02% | 702 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 1,643 | 394 | 0.25% | 0.27% | 703 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 1,641 | 393 | 0.25% | 0.26% | 705 | -1 | -0.06% | Q1 2026 | Apr 22, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 1,633 | 391 | 0.05% | 0.06% | 706 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 1,578 | 387 | 0.03% | 0.03% | 707 | -24 | -1.5% | Q1 2026 | Apr 27, 2026 |
| Advisory Alpha, LLC | History | Reduced | 1,611 | 386 | 0.01% | 0.01% | 708 | -333 | -17.13% | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 1,601 | 384 | 0.02% | 0.02% | 709 | -9 | -0.56% | Q1 2026 | Apr 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,597 | 383 | 0.0% | 0.0% | 710 | +116 | 7.83% | Q1 2026 | May 08, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,600 | 383 | 0.03% | 0.03% | 711 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Trust Co of the South | History | No change | 1,600 | 383 | 0.06% | 0.06% | 712 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Blue Capital, Inc. | History | Added to | 1,590 | 381 | 0.25% | 0.27% | 716 | +87 | 5.79% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,589 | 381 | 0.01% | 0.01% | 715 | +58 | 3.79% | Q1 2026 | Apr 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 1,589 | 381 | 0.05% | 0.06% | 713 | +29 | 1.86% | Q1 2026 | May 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 1,591 | 381 | 0.08% | 0.08% | 714 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 1,575 | 377 | 0.12% | 0.13% | 717 | -78 | -4.72% | Q1 2026 | Apr 29, 2026 |
| Veracity Capital LLC | History | Added to | 1,564 | 375 | 0.13% | 0.11% | 718 | +24 | 1.56% | Q1 2026 | Apr 09, 2026 |
| Benson Wealth Management INC | History | Reduced | 1,557 | 373 | 0.51% | 0.43% | 719 | -5 | -0.32% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 1,539 | 369 | 0.09% | 0.1% | 720 | +18 | 1.18% | Q1 2026 | Apr 17, 2026 |
| Wealth Quarterback LLC | History | Reduced | 1,521 | 365 | 0.14% | 0.99% | 721 | -9,459 | -86.15% | Q1 2026 | Apr 09, 2026 |
| Baron Financial Group, LLC | History | Reduced | 1,505 | 361 | 0.19% | 0.21% | 722 | -50 | -3.22% | Q1 2026 | Apr 09, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,502 | 361 | 0.03% | 0.03% | 723 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Clark Asset Management, LLC | History | New | 1,503 | 360 | 0.03% | — | 725 | +1,503 | New | Q1 2026 | Apr 16, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 1,504 | 360 | 0.08% | 0.09% | 724 | +36 | 2.45% | Q1 2026 | Apr 27, 2026 |
| Lunt Capital Management, Inc. | History | No change | 1,500 | 359 | 0.14% | 0.14% | 726 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,495 | 358 | 0.01% | 0.01% | 727 | +203 | 15.71% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,465 | 351 | 0.12% | 0.1% | 728 | +227 | 18.34% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,460 | 350 | 0.0% | 0.0% | 729 | +282 | 23.94% | Q1 2026 | May 05, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 1,456 | 349 | 0.15% | 0.19% | 731 | -201 | -12.13% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 1,455 | 349 | 0.09% | 0.11% | 730 | -132 | -8.32% | Q1 2026 | Apr 29, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 1,444 | 346 | 0.06% | 0.06% | 732 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 1,438 | 345 | 0.04% | 0.04% | 733 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EWA, LLC | History | Reduced | 1,437 | 344 | 0.08% | 0.09% | 734 | -5 | -0.35% | Q1 2026 | Apr 23, 2026 |
| JBR Co Financial Management Inc | History | No change | 1,375 | 344 | 0.14% | 0.14% | 735 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 1,431 | 343 | 0.24% | 0.2% | 737 | +373 | 35.26% | Q1 2026 | Apr 21, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,432 | 343 | 0.04% | 0.04% | 736 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SEEDS INVESTOR LLC | History | New | 1,264 | 341 | 0.05% | — | 739 | +1,264 | New | Q1 2026 | May 11, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 1,425 | 341 | 0.18% | 0.18% | 738 | +94 | 7.06% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Management | History | Reduced | 1,418 | 340 | 0.39% | 1.06% | 740 | -2,352 | -62.39% | Q1 2026 | Apr 22, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 1,392 | 334 | 0.18% | 0.16% | 741 | +227 | 19.48% | Q1 2026 | Apr 13, 2026 |
| Successful Portfolios LLC | History | Added to | 1,426 | 332 | 0.18% | 0.19% | 742 | +9 | 0.64% | Q1 2026 | Apr 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,381 | 331 | 0.03% | 0.04% | 743 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,376 | 330 | 0.0% | 0.0% | 744 | -23 | -1.64% | Q1 2026 | May 13, 2026 |
| EFG International AG | History | New | 1,370 | 328 | 0.01% | — | 745 | +1,370 | New | Q1 2026 | May 15, 2026 |
| ASL Financial, LLC | History | Added to | 1,365 | 327 | 0.26% | 0.21% | 747 | +312 | 29.63% | Q1 2026 | Apr 09, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 1,366 | 327 | 0.04% | 0.04% | 746 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 1,361 | 326 | 0.0% | 0.0% | 748 | -201 | -12.87% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Added to | 1,348 | 323 | 0.0% | 0.0% | 749 | +226 | 20.14% | Q1 2026 | May 01, 2026 |
| Members Advisory Group LLC | History | Reduced | 1,336 | 320 | 0.11% | 1.56% | 750 | -15,224 | -91.93% | Q1 2026 | May 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 1,330 | 319 | 0.0% | 0.01% | 751 | -2,119 | -61.44% | Q1 2026 | Apr 27, 2026 |
| Madson Wealth Advisors Inc | History | New | 1,332 | 319 | 0.27% | — | 752 | +1,332 | New | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Added to | 1,290 | 316 | 0.05% | 0.04% | 753 | +341 | 35.93% | Q1 2026 | Apr 14, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Added to | 1,308 | 314 | 0.3% | 0.21% | 755 | +401 | 44.21% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 1,310 | 314 | 0.1% | 0.11% | 754 | -4 | -0.3% | Q1 2026 | May 15, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 1,302 | 312 | 0.04% | 0.05% | 756 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 1,287 | 308 | 0.12% | 0.08% | 757 | -39 | -2.94% | Q1 2026 | May 04, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 1,280 | 307 | 0.55% | 0.43% | 758 | +378 | 41.91% | Q1 2026 | Apr 14, 2026 |
| Key Capital Management, INC | History | Added to | 1,270 | 304 | 0.2% | 0.15% | 760 | +680 | 115.25% | Q1 2026 | May 07, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 1,268 | 304 | 0.14% | 0.16% | 759 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Storen Legacy Partners, LLC | History | No change | 1,270 | 304 | 0.1% | 0.1% | 761 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,255 | 301 | 0.25% | 0.19% | 762 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rede Wealth, LLC | History | Reduced | 1,253 | 300 | 0.11% | 0.11% | 763 | -25 | -1.96% | Q1 2026 | Apr 10, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 1,202 | 300 | 0.18% | 0.18% | 764 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 1,233 | 295 | 0.0% | — | 765 | +1,233 | New | Q1 2026 | May 15, 2026 |
| Allegheny Financial Group | History | Added to | 1,226 | 294 | 0.04% | 0.04% | 766 | +73 | 6.33% | Q1 2026 | Apr 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 1,225 | 293 | 0.01% | 0.0% | 767 | +1,189 | 3302.78% | Q1 2026 | Apr 30, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 1,266 | 292 | 0.1% | 0.11% | 768 | -56 | -4.24% | Q1 2026 | Apr 27, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,214 | 291 | 0.23% | — | 769 | +1,214 | New | Q1 2026 | May 15, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 1,212 | 290 | 0.19% | 0.21% | 770 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealth Care LLC | History | New | 1,207 | 289 | 0.26% | — | 772 | +1,207 | New | Q1 2026 | Apr 24, 2026 |
| Traction Financial Partners, LLC | History | No change | 1,206 | 289 | 0.18% | 0.18% | 771 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 1,204 | 288 | 0.13% | 0.12% | 774 | +205 | 20.52% | Q1 2026 | Apr 22, 2026 |
| Glassman Wealth Services | History | No change | 1,202 | 288 | 0.04% | 0.04% | 773 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 1,197 | 287 | 0.23% | 0.23% | 776 | +50 | 4.36% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 1,199 | 287 | 0.06% | 0.06% | 775 | +40 | 3.45% | Q1 2026 | May 05, 2026 |
| ProVise Management Group, LLC | History | No change | 1,189 | 285 | 0.02% | 0.02% | 777 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Leo Wealth, LLC | History | New | 1,176 | 282 | 0.02% | — | 779 | +1,176 | New | Q1 2026 | May 05, 2026 |
| Strid Group, LLC | History | Added to | 1,179 | 282 | 0.03% | 0.03% | 778 | +60 | 5.36% | Q1 2026 | Apr 29, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 1,163 | 279 | 0.04% | 0.12% | 780 | -2,000 | -63.23% | Q1 2026 | May 04, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 1,161 | 278 | 0.14% | 0.7% | 781 | -5,323 | -82.09% | Q1 2026 | Apr 21, 2026 |
| Atlatl Advisers LLC | History | Reduced | 1,156 | 277 | 0.21% | 0.24% | 782 | -1,398 | -54.74% | Q1 2026 | May 07, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 1,146 | 275 | 0.02% | 0.02% | 784 | +26 | 2.32% | Q1 2026 | Apr 23, 2026 |
| Royal Harbor Partners, LLC | History | No change | 1,146 | 275 | 0.09% | 0.09% | 783 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 1,145 | 274 | 0.1% | 0.1% | 785 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ALLSTATE CORP | History | Reduced | 1,141 | 273 | 0.0% | 0.04% | 786 | -11,105 | -90.68% | Q1 2026 | May 11, 2026 |
| Sequent Planning LLC | History | New | 1,132 | 271 | 0.07% | — | 789 | +1,132 | New | Q1 2026 | Apr 21, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 1,091 | 271 | 0.0% | — | 788 | +1,091 | New | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 1,130 | 271 | 0.05% | 0.05% | 787 | -84 | -6.92% | Q1 2026 | Apr 20, 2026 |
| Asset Advisors Investment Management, LLC | History | New | 1,120 | 268 | 0.03% | — | 792 | +1,120 | New | Q1 2026 | Apr 16, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 1,120 | 268 | 0.03% | 0.02% | 791 | +208 | 22.81% | Q1 2026 | May 11, 2026 |
| New Hampshire Trust | History | Added to | 1,119 | 268 | 0.05% | 0.05% | 790 | +10 | 0.9% | Q1 2026 | Apr 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 1,115 | 267 | 0.02% | 0.02% | 793 | +3 | 0.27% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Reduced | 1,105 | 265 | 0.01% | 0.01% | 794 | -252 | -18.57% | Q1 2026 | May 06, 2026 |
| Portside Wealth Group, LLC | History | Added to | 1,108 | 265 | 0.04% | 0.04% | 795 | +6 | 0.54% | Q1 2026 | May 12, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 1,099 | 263 | 0.12% | 0.13% | 796 | +1 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 1,090 | 261 | 0.01% | 0.01% | 797 | -36 | -3.2% | Q1 2026 | May 04, 2026 |
| Valued Retirements, Inc. | History | Added to | 1,086 | 260 | 0.25% | 0.24% | 799 | +117 | 12.07% | Q1 2026 | May 13, 2026 |
| TKG Advisors, LLC | History | Added to | 1,084 | 260 | 0.11% | 0.1% | 798 | +91 | 9.16% | Q1 2026 | Apr 24, 2026 |
| 4J Wealth Management LLC | History | No change | 1,078 | 258 | 0.15% | 0.15% | 800 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stonebrook Private Inc. | History | Added to | 1,071 | 257 | 0.05% | 0.05% | 802 | +24 | 2.29% | Q1 2026 | May 11, 2026 |
| NCM Capital Management, LLC | History | No change | 1,072 | 257 | 0.09% | 0.1% | 801 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 1,067 | 256 | 0.03% | 0.05% | 804 | -301 | -22.0% | Q1 2026 | Apr 17, 2026 |
| CGN Advisors LLC | History | Reduced | 1,068 | 256 | 0.02% | 0.02% | 803 | -138 | -11.44% | Q1 2026 | Apr 13, 2026 |
| SIERRA OCEAN, LLC | History | Reduced | 1,060 | 254 | 0.21% | 0.23% | 806 | -40 | -3.64% | Q1 2026 | Apr 27, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 1,061 | 254 | 0.08% | 0.09% | 805 | -37 | -3.37% | Q1 2026 | Apr 15, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,057 | 253 | 0.03% | 0.03% | 808 | +195 | 22.62% | Q1 2026 | Apr 28, 2026 |
| FourThought Financial Partners, LLC | History | No change | 1,056 | 253 | 0.02% | 0.02% | 807 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Prosperity Consulting Group, LLC | History | New | 1,047 | 251 | 0.01% | — | 810 | +1,047 | New | Q1 2026 | May 05, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 1,046 | 251 | 0.24% | — | 811 | +1,046 | New | Q1 2026 | May 06, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 1,047 | 251 | 0.18% | 0.18% | 809 | -21 | -1.97% | Q1 2026 | May 14, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 1,045 | 250 | 0.26% | 0.38% | 812 | +236 | 29.17% | Q1 2026 | May 13, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 1,039 | 249 | 0.09% | 0.1% | 813 | +1 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,036 | 248 | 0.16% | 0.16% | 814 | -21 | -1.99% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,031 | 247 | 0.0% | 0.0% | 815 | +917 | 804.39% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 987 | 247 | 0.02% | 0.02% | 816 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GoalVest Advisory LLC | History | No change | 1,031 | 247 | 0.05% | 0.05% | 817 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 1,031 | 247 | 0.15% | 0.16% | 818 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 1,028 | 246 | 0.13% | 0.21% | 821 | -726 | -41.39% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,027 | 246 | 0.08% | 0.08% | 819 | +4 | 0.39% | Q1 2026 | May 01, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 1,026 | 246 | 0.24% | 0.24% | 822 | -3 | -0.29% | Q1 2026 | Apr 16, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,029 | 246 | 0.02% | 0.02% | 820 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,024 | 245 | 0.03% | 0.03% | 823 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,018 | 244 | 0.03% | 0.03% | 824 | -194 | -16.01% | Q1 2026 | May 06, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 1,005 | 241 | 0.01% | 0.01% | 826 | -217 | -17.76% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,006 | 241 | 0.01% | 0.01% | 827 | -22 | -2.14% | Q1 2026 | Apr 24, 2026 |
| Cadence Bank | History | No change | 965 | 241 | 0.01% | 0.01% | 825 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 1,001 | 240 | 0.11% | — | 829 | +1,001 | New | Q1 2026 | Apr 28, 2026 |
| VANGUARD GROUP INC | History | No change | 961 | 240 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| American Money Management, LLC | History | New | 998 | 239 | 0.04% | — | 831 | +998 | New | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 999 | 239 | 0.02% | 0.02% | 830 | -21 | -2.06% | Q1 2026 | May 12, 2026 |
| Forefront Wealth Partners, LLC | History | New | 993 | 238 | 0.1% | — | 834 | +993 | New | Q1 2026 | Apr 17, 2026 |
| Orion Capital Management LLC | History | Reduced | 993 | 238 | 0.08% | 0.09% | 833 | -110 | -9.97% | Q1 2026 | May 14, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 995 | 238 | 0.03% | 0.03% | 832 | +11 | 1.12% | Q1 2026 | Apr 27, 2026 |
| Expressive Wealth LLC | History | Reduced | 795 | 237 | 0.23% | 0.24% | 835 | -106 | -11.76% | Q1 2026 | May 11, 2026 |
| Accredited Investors Inc. | History | No change | 987 | 236 | 0.01% | 0.01% | 836 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 983 | 235 | 0.01% | 0.01% | 837 | -300 | -23.38% | Q1 2026 | May 06, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 978 | 234 | 0.14% | 0.58% | 838 | -2,774 | -73.93% | Q1 2026 | Apr 24, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 975 | 234 | 0.04% | 0.05% | 839 | -94 | -8.79% | Q1 2026 | May 14, 2026 |
| Poehling Capital Management, INC. | History | No change | 979 | 234 | 0.05% | 0.05% | 840 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AA Financial Advisors, LLC | History | Added to | 974 | 233 | 0.03% | 0.04% | 841 | +145 | 17.49% | Q1 2026 | Apr 20, 2026 |
| PEOPLES BANK /OH | History | New | 961 | 230 | 0.14% | — | 844 | +961 | New | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 810 | 230 | 0.0% | 0.0% | 843 | -12 | -1.46% | Q1 2026 | May 06, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 960 | 230 | 0.07% | 0.08% | 842 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 954 | 228 | 0.0% | 0.0% | 845 | -40 | -4.02% | Q1 2026 | May 15, 2026 |
| Opulen Financial Group LLC | History | Reduced | 949 | 227 | 0.16% | 0.22% | 847 | -254 | -21.11% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 946 | 227 | 0.0% | 0.0% | 846 | -186 | -16.43% | Q1 2026 | May 13, 2026 |
| 1ST SOURCE BANK | History | Added to | 944 | 226 | 0.01% | 0.01% | 848 | +44 | 4.89% | Q1 2026 | May 04, 2026 |
| Linscomb Wealth, Inc. | History | No change | 942 | 226 | 0.01% | 0.01% | 849 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 943 | 226 | 0.08% | 0.12% | 850 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 940 | 225 | 0.03% | 0.04% | 851 | +1 | 0.11% | Q1 2026 | Apr 22, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 935 | 224 | 0.15% | 0.15% | 852 | +104 | 12.52% | Q1 2026 | Apr 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 933 | 223 | 0.02% | — | 854 | +933 | New | Q1 2026 | Apr 16, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 933 | 223 | 0.04% | 0.04% | 853 | -2 | -0.21% | Q1 2026 | Apr 17, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 927 | 222 | 0.04% | 0.03% | 855 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 887 | 222 | 0.34% | 0.34% | 856 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 922 | 221 | 0.27% | 7.48% | 857 | -57,178 | -98.41% | Q1 2026 | May 11, 2026 |
| Selective Wealth Management, Inc. | History | No change | 794 | 220 | 0.07% | 0.06% | 858 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tufton Capital Management | History | New | 903 | 216 | 0.04% | — | 859 | +903 | New | Q1 2026 | May 12, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 861 | 215 | 0.07% | 0.07% | 860 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 892 | 214 | 0.04% | 0.04% | 862 | -39 | -4.19% | Q1 2026 | Apr 21, 2026 |
| Key FInancial Inc | History | Reduced | 892 | 214 | 0.04% | 0.04% | 861 | -30 | -3.25% | Q1 2026 | Apr 24, 2026 |
| Accel Wealth Management | History | New | 885 | 212 | 0.06% | — | 863 | +885 | New | Q1 2026 | Apr 08, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 881 | 211 | 0.09% | 0.11% | 864 | -111 | -11.19% | Q1 2026 | Apr 08, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 875 | 209 | 0.02% | 0.02% | 865 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 867 | 208 | 0.0% | 0.0% | 866 | -509 | -36.99% | Q1 2026 | Apr 08, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 869 | 208 | 0.05% | 0.06% | 867 | -4 | -0.46% | Q1 2026 | Apr 09, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 865 | 207 | 0.01% | 0.01% | 868 | +33 | 3.97% | Q1 2026 | May 05, 2026 |
| Sonoma Allocations LLC | History | No change | 824 | 205 | 0.07% | 0.07% | 869 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 851 | 204 | 0.04% | — | 871 | +851 | New | Q1 2026 | Apr 15, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 851 | 204 | 0.06% | 0.06% | 870 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Apollon Financial, LLC | History | New | 847 | 203 | 0.03% | — | 874 | +847 | New | Q1 2026 | Apr 22, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 846 | 203 | 0.12% | — | 875 | +846 | New | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 847 | 203 | 0.01% | 0.01% | 872 | +60 | 7.62% | Q1 2026 | May 13, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 849 | 203 | 0.06% | 0.05% | 873 | +1 | 0.12% | Q1 2026 | Apr 28, 2026 |
| Leelyn Smith, LLC | History | Reduced | 843 | 202 | 0.03% | 0.03% | 876 | -105 | -11.08% | Q1 2026 | Apr 27, 2026 |
| Integrity Financial Corp /WA | History | No change | 843 | 202 | 0.1% | 0.11% | 877 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Intellus Advisors LLC | History | No change | 845 | 202 | 0.03% | 0.03% | 878 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 835 | 200 | 0.06% | 0.07% | 879 | -66 | -7.33% | Q1 2026 | Apr 22, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 836 | 200 | 0.04% | 0.05% | 881 | -62 | -6.9% | Q1 2026 | May 13, 2026 |
| First PREMIER Bank | History | No change | 834 | 200 | 0.05% | 0.05% | 880 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VANGUARD ADVISERS INC | History | New | 828 | 198 | 0.0% | — | 882 | +828 | New | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 777 | 194 | 0.01% | 0.01% | 883 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Purpose Unlimited Inc. | History | New | 803 | 192 | 0.01% | — | 884 | +803 | New | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 799 | 191 | 0.0% | 0.0% | 885 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 794 | 190 | 0.01% | 0.01% | 886 | -14 | -1.73% | Q1 2026 | Apr 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 780 | 187 | 0.15% | 0.15% | 887 | +4 | 0.52% | Q1 2026 | Apr 21, 2026 |
| TD Capital Management LLC | History | Added to | 777 | 186 | 0.02% | 0.02% | 888 | +45 | 6.15% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 771 | 185 | 0.03% | 0.0% | 889 | +750 | 3571.43% | Q1 2026 | May 11, 2026 |
| KM Capital Management Ltd. | History | New | 607 | 185 | 0.12% | — | 890 | +607 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 759 | 182 | 0.01% | 0.01% | 891 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 753 | 180 | 0.03% | 0.02% | 893 | +368 | 95.58% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 735 | 180 | 0.02% | 0.02% | 892 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| American Capital Advisory, LLC | History | Reduced | 733 | 175 | 0.07% | 0.1% | 895 | -178 | -19.54% | Q1 2026 | Apr 29, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 732 | 175 | 0.0% | 0.0% | 894 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 713 | 171 | 0.0% | 0.0% | 896 | +7 | 0.99% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 703 | 168 | 0.05% | 0.05% | 897 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 675 | 165 | 0.01% | 0.02% | 898 | -328 | -32.7% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | Added to | 646 | 155 | 0.01% | 0.01% | 899 | +132 | 25.68% | Q1 2026 | Apr 28, 2026 |
| JDM Financial Group LLC | History | No change | 645 | 154 | 0.06% | 0.06% | 900 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| IMG Wealth Management, Inc. | History | No change | 635 | 152 | 0.1% | 0.1% | 901 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 621 | 149 | 0.0% | — | 902 | +621 | New | Q1 2026 | May 07, 2026 |
| Sankala Group LLC | History | Reduced | 624 | 148 | 0.12% | 0.14% | 903 | -91 | -12.73% | Q1 2026 | Mar 31, 2026 |
| Capital Advisor Network LLC | History | New | 605 | 145 | 0.17% | — | 904 | +605 | New | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 562 | 137 | 0.03% | 0.01% | 905 | +493 | 714.49% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 558 | 134 | 0.0% | 0.0% | 906 | +1 | 0.18% | Q1 2026 | Apr 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 560 | 134 | 0.11% | 0.12% | 907 | +1 | 0.18% | Q1 2026 | Apr 22, 2026 |
| New Republic Capital, LLC | History | Reduced | 533 | 127 | 0.04% | 0.04% | 908 | -4 | -0.74% | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 525 | 126 | 0.01% | 0.01% | 909 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 518 | 124 | 0.0% | 0.0% | 910 | -20 | -3.72% | Q1 2026 | Apr 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 492 | 118 | 0.06% | 0.06% | 912 | -7 | -1.4% | Q1 2026 | May 07, 2026 |
| Crewe Advisors LLC | History | No change | 493 | 118 | 0.01% | 0.01% | 911 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 482 | 115 | 0.02% | 0.03% | 913 | -391 | -44.79% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 465 | 111 | 0.03% | 0.03% | 914 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 461 | 110 | 0.03% | 0.04% | 915 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 455 | 109 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Added to | 447 | 107 | 0.0% | 0.0% | 918 | +6 | 1.36% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 429 | 107 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 432 | 103 | 0.07% | 0.07% | 919 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 405 | 97 | 0.01% | 0.01% | 920 | -203 | -33.39% | Q1 2026 | May 06, 2026 |
| Opal Wealth Advisors, LLC | History | New | 400 | 95 | 0.02% | — | 922 | +400 | New | Q1 2026 | Apr 14, 2026 |
| Winthrop Capital Management, LLC | History | No change | 394 | 95 | 0.02% | 0.02% | 921 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 389 | 93 | 0.0% | — | 924 | +389 | New | Q1 2026 | Apr 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 390 | 93 | 0.04% | 0.05% | 923 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 378 | 91 | 0.0% | 0.0% | 925 | +83 | 28.14% | Q1 2026 | May 01, 2026 |
| REAP Financial Group, LLC | History | Added to | 366 | 87 | 0.02% | 0.02% | 927 | +18 | 5.17% | Q1 2026 | May 11, 2026 |
| Wellington Shields & Co., LLC | History | No change | 363 | 87 | 0.02% | 0.02% | 926 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 359 | 86 | 0.01% | 0.01% | 928 | +4 | 1.13% | Q1 2026 | May 13, 2026 |
| Team Financial Group, LLC | History | No change | 352 | 84 | 0.04% | 0.04% | 929 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Westside Investment Management, Inc. | History | No change | 346 | 83 | 0.01% | 0.01% | 930 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 338 | 81 | 0.0% | 0.0% | 931 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 338 | 81 | 0.06% | 0.08% | 932 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 334 | 80 | 0.02% | 0.18% | 933 | -1,543 | -82.21% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 335 | 80 | 0.0% | — | 936 | +335 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 334 | 80 | 0.02% | 0.04% | 935 | -232 | -40.99% | Q1 2026 | May 13, 2026 |
| Wells Financial Advisors INC | History | No change | 335 | 80 | 0.36% | 0.16% | 934 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 332 | 79 | 0.07% | 0.08% | 938 | -17 | -4.87% | Q1 2026 | May 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 331 | 79 | 0.01% | 0.01% | 937 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 319 | 76 | 0.05% | 0.03% | 939 | -103 | -24.41% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Added to | 310 | 74 | 0.0% | 0.0% | 940 | +94 | 43.52% | Q1 2026 | Apr 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 295 | 70 | 0.0% | 0.0% | 941 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 267 | 65 | 0.0% | 0.0% | 942 | +17 | 6.8% | Q1 2026 | May 12, 2026 |
| CNB Bank | History | No change | 263 | 63 | 0.03% | 0.03% | 943 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 266 | 63 | 0.01% | 0.02% | 944 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 254 | 60 | 0.02% | 0.02% | 945 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | Reduced | 250 | 59 | 0.01% | 0.01% | 946 | -151 | -37.66% | Q1 2026 | Apr 30, 2026 |
| Realta Investment Advisors | History | No change | 243 | 58 | 0.02% | 0.02% | 947 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 234 | 56 | 0.0% | — | 949 | +234 | New | Q1 2026 | Apr 29, 2026 |
| Operose Advisors LLC | History | Added to | 236 | 56 | 0.01% | 0.01% | 948 | +23 | 10.8% | Q1 2026 | May 12, 2026 |
| Hilltop National Bank | History | No change | 230 | 55 | 0.01% | 0.01% | 950 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Nemes Rush Group LLC | History | No change | 217 | 52 | 0.0% | 0.01% | 951 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 210 | 50 | 0.03% | 0.03% | 952 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 200 | 47 | 0.01% | 0.01% | 953 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | New | 189 | 45 | 0.02% | — | 956 | +189 | New | Q1 2026 | May 05, 2026 |
| Vanguard National Trust Co | History | New | 188 | 45 | 0.0% | — | 955 | +188 | New | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | Added to | 191 | 45 | 0.01% | 0.01% | 954 | +33 | 20.89% | Q1 2026 | May 06, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 169 | 44 | 0.01% | 0.01% | 957 | -49 | -22.48% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 183 | 43 | 0.0% | 0.0% | 958 | -42 | -18.67% | Q1 2026 | Apr 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 183 | 43 | 0.0% | 0.0% | 959 | +22 | 13.66% | Q1 2026 | Apr 17, 2026 |
| HM PAYSON & CO | History | Added to | 176 | 42 | 0.0% | 0.0% | 960 | +5 | 2.92% | Q1 2026 | Apr 13, 2026 |
| Family Capital Trust Co | History | No change | 176 | 42 | 0.02% | 0.01% | 961 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 173 | 41 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 168 | 40 | 0.04% | 0.03% | 963 | +63 | 60.0% | Q1 2026 | May 14, 2026 |
| S&T BANK/PA | History | Reduced | 163 | 39 | 0.01% | 0.03% | 964 | -160 | -49.54% | Q1 2026 | May 13, 2026 |
| Clark Wealth Partners | History | Reduced | 164 | 39 | 0.03% | 0.03% | 967 | -13 | -7.34% | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | No change | 166 | 39 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 165 | 39 | 0.01% | 0.02% | 966 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aviso Financial Inc. | History | Reduced | 159 | 38 | 0.0% | 0.0% | 969 | -183 | -53.51% | Q1 2026 | May 13, 2026 |
| Y.D. More Investments Ltd | History | No change | 170 | 38 | 0.0% | 0.0% | 968 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 156 | 38 | 0.03% | 0.04% | 970 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| NBT BANK N A /NY | History | Reduced | 151 | 36 | 0.0% | 0.0% | 971 | -99 | -39.6% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 150 | 35 | 0.01% | — | 973 | +150 | New | Q1 2026 | Apr 23, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 150 | 35 | 0.02% | 0.02% | 972 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 142 | 34 | 0.0% | 0.0% | 974 | +15 | 11.81% | Q1 2026 | May 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 145 | 34 | 0.03% | 0.03% | 975 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 130 | 31 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arlington Trust Co LLC | History | No change | 131 | 31 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hamrick Investment Counsel, llc | History | New | 128 | 30 | 0.02% | — | 980 | +128 | New | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 126 | 30 | 0.0% | 0.0% | 979 | -4 | -3.08% | Q1 2026 | May 05, 2026 |
| HOWE & RUSLING INC | History | No change | 126 | 30 | 0.0% | 0.0% | 978 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Paladin Advisory Group, LLC | History | No change | 122 | 29 | 0.02% | 0.02% | 981 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 120 | 28 | 0.01% | 0.01% | 982 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 121 | 28 | 0.02% | 0.02% | 983 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 119 | 28 | 0.01% | 0.02% | 984 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | No change | 116 | 27 | 0.02% | 0.02% | 985 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CURIO WEALTH, LLC | History | No change | 114 | 27 | 0.01% | 0.01% | 986 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Indiana Trust & Investment Management Co | History | New | 109 | 26 | 0.01% | — | 987 | +109 | New | Q1 2026 | Apr 28, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 108 | 25 | 0.0% | — | 989 | +108 | New | Q1 2026 | Apr 27, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 108 | 25 | 0.01% | — | 990 | +108 | New | Q1 2026 | May 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 108 | 25 | 0.0% | 0.0% | 988 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 102 | 24 | 0.0% | — | 992 | +102 | New | Q1 2026 | May 08, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 102 | 24 | 0.01% | 0.01% | 991 | -76 | -42.7% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 99 | 23 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DAGCO, INC. | History | No change | 100 | 23 | 0.0% | 0.01% | 994 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 97 | 23 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 89 | 21 | 0.01% | — | 1000 | +89 | New | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 91 | 21 | 0.01% | 0.01% | 999 | +9 | 10.98% | Q1 2026 | May 13, 2026 |
| Imprint Wealth LLC | History | No change | 90 | 21 | 0.1% | 0.1% | 996 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 90 | 21 | 0.01% | 0.01% | 997 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | No change | 87 | 21 | 0.01% | 0.01% | 998 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | Added to | 86 | 20 | 0.02% | — | 1002 | +84 | 4200.0% | Q1 2026 | Apr 24, 2026 |
| Register Financial Advisors LLC | History | No change | 85 | 20 | 0.01% | 0.01% | 1001 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 81 | 19 | 0.01% | — | 1005 | +81 | New | Q1 2026 | Apr 13, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 82 | 19 | 0.01% | 0.02% | 1004 | -26 | -24.07% | Q1 2026 | Apr 30, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 81 | 19 | 0.0% | 0.0% | 1003 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 78 | 18 | 0.0% | 0.0% | 1006 | -14 | -15.22% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 79 | 18 | 0.02% | — | 1007 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EPG Wealth Management LLC | History | No change | 71 | 17 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 69 | 16 | 0.01% | — | 1011 | +69 | New | Q1 2026 | Apr 21, 2026 |
| Caldwell Trust Co | History | No change | 68 | 16 | 0.0% | 0.0% | 1009 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 67 | 16 | 0.01% | 0.01% | 1010 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JPL Wealth Management, LLC | History | New | 62 | 14 | 0.0% | — | 1013 | +62 | New | Q1 2026 | May 08, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 60 | 14 | 0.01% | 0.01% | 1012 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Family Manage LLC | History | No change | 57 | 13 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 58 | 13 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bank of Jackson Hole Trust | History | No change | 58 | 13 | 0.01% | 0.01% | 1016 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 48 | 11 | 0.01% | — | 1019 | +48 | New | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 46 | 11 | 0.0% | 0.0% | 1018 | +30 | 187.5% | Q1 2026 | May 04, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 49 | 11 | 0.0% | 0.0% | 1017 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 45 | 10 | 0.0% | 0.0% | 1020 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 42 | 10 | 0.0% | 0.0% | 1021 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Westwind Capital | History | Reduced | 37 | 9 | 0.0% | 0.61% | 1022 | -11,821 | -99.69% | Q1 2026 | Apr 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 38 | 9 | 0.0% | — | 1024 | +38 | New | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 36 | 9 | 0.0% | 0.0% | 1023 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hurley Capital, LLC | History | Reduced | 36 | 8 | 0.0% | 0.01% | 1025 | -29 | -44.62% | Q1 2026 | May 06, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 31 | 7 | 0.0% | — | 1028 | +31 | New | Q1 2026 | Apr 14, 2026 |
| Pacific Center for Financial Services | History | New | 30 | 7 | 0.0% | — | 1029 | +30 | New | Q1 2026 | May 12, 2026 |
| Financial Freedom, LLC | History | New | 29 | 7 | 0.0% | — | 1030 | +29 | New | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | No change | 33 | 7 | 0.0% | 0.0% | 1026 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 31 | 7 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | New | 29 | 6 | 0.0% | — | 1037 | +29 | New | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | New | 29 | 6 | 0.0% | — | 1038 | +29 | New | Q1 2026 | May 15, 2026 |
| Advocate Investing Services LLC | History | New | 29 | 6 | 0.01% | — | 1041 | +29 | New | Q1 2026 | Apr 22, 2026 |
| High Note Wealth, LLC | History | New | 27 | 6 | 0.0% | — | 1039 | +27 | New | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | New | 27 | 6 | 0.0% | — | 1040 | +27 | New | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 28 | 6 | 0.0% | 0.0% | 1031 | +10 | 55.56% | Q1 2026 | Apr 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 26 | 6 | 0.0% | 0.0% | 1032 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 26 | 6 | 0.0% | 0.0% | 1033 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Costello Asset Management, INC | History | No change | 28 | 6 | 0.0% | 0.0% | 1034 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 27 | 6 | 0.0% | 0.0% | 1035 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 27 | 6 | 0.0% | 0.0% | 1036 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MOTCO | History | No change | 23 | 5 | 0.0% | 0.0% | 1042 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 19 | 5 | 0.0% | 0.0% | 1043 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 21 | 5 | 0.0% | 0.0% | 1044 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 20 | 4 | 0.0% | — | 1047 | +20 | New | Q1 2026 | Apr 20, 2026 |
| ADIRONDACK TRUST CO | History | New | 17 | 4 | 0.0% | — | 1046 | +17 | New | Q1 2026 | Apr 03, 2026 |
| HighMark Wealth Management LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TORONTO DOMINION BANK | History | New | 14 | 3 | 0.0% | — | 1052 | +14 | New | Q1 2026 | May 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 1048 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 1049 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 16 | 3 | 0.0% | 0.0% | 1050 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 14 | 3 | 0.0% | 0.0% | 1051 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Truvestments Capital LLC | History | New | 12 | 2 | 0.0% | — | 1056 | +12 | New | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 11 | 2 | 0.0% | — | 1057 | +11 | New | Q1 2026 | Apr 27, 2026 |
| First Command Advisory Services, Inc. | History | New | 10 | 2 | 0.0% | — | 1055 | +10 | New | Q1 2026 | May 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 10 | 2 | 0.0% | 0.0% | 1053 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NFSG Corp | History | No change | 12 | 2 | 0.0% | 0.0% | 1054 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 1062 | -1 | -14.29% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 6 | 1 | 0.0% | 0.0% | 1058 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHELSEA COUNSEL CO | History | No change | 4 | 1 | 0.0% | 0.0% | 1059 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 1060 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 5 | 1 | 0.0% | 0.0% | 1061 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Perspectives, Inc | History | No change | 6 | 1 | 0.0% | 0.0% | 1063 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 1064 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NorthAvenue LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 1065 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -376,094 | -100.0% | Q1 2026 | May 15, 2026 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 12.49% | — | -299,146 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -139,788 | -100.0% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.15% | — | -30,826 | -100.0% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -26,608 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 2.01% | — | -26,181 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -24,534 | -100.0% | Q1 2026 | May 12, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 1.24% | — | -20,680 | -100.0% | Q1 2026 | May 04, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -13,878 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Keystone Global Partners, LLC | History | Closed out | 0 | 0 | — | 1.37% | — | -12,481 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 1.9% | — | -12,069 | -100.0% | Q1 2026 | May 13, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 1.66% | — | -11,953 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,521 | -100.0% | Q1 2026 | May 01, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 1.83% | — | -7,636 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -7,413 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.01% | — | -7,340 | -100.0% | Q1 2026 | May 05, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -7,149 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,500 | -100.0% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -5,427 | -100.0% | Q1 2026 | May 04, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,832 | -100.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,472 | -100.0% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,030 | -100.0% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -2,701 | -100.0% | Q1 2026 | May 12, 2026 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Empire Life Investments Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,400 | -100.0% | Q1 2026 | May 11, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,184 | -100.0% | Q1 2026 | May 20, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,936 | -100.0% | Q1 2026 | May 18, 2026 |
| Seros Financial, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -1,683 | -100.0% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,599 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Planning Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,472 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,394 | -100.0% | Q1 2026 | May 13, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -1,300 | -100.0% | Q1 2026 | May 04, 2026 |
| Global Financial Private Client, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,118 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,091 | -100.0% | Q1 2026 | May 05, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.17% | — | -1,059 | -100.0% | Q1 2026 | Apr 08, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,045 | -100.0% | Q1 2026 | May 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,041 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -1,039 | -100.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,032 | -100.0% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -967 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -937 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -911 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -906 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -904 | -100.0% | Q1 2026 | May 04, 2026 |
| RDA Financial Network | History | Closed out | 0 | 0 | — | 0.05% | — | -901 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.03% | — | -879 | -100.0% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -841 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Occidental Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -830 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Connecticut Capital Management Group, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -830 | -100.0% | Q1 2026 | Apr 10, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -823 | -100.0% | Q1 2026 | May 13, 2026 |
| TME FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -821 | -100.0% | Q1 2026 | May 12, 2026 |
| IPG Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -808 | -100.0% | Q1 2026 | May 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -804 | -100.0% | Q1 2026 | May 05, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -523 | -100.0% | Q1 2026 | May 04, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -170 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -124 | -100.0% | Q1 2026 | May 11, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -103 | -100.0% | Q1 2026 | Apr 24, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -81 | -100.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | May 08, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -59 | -100.0% | Q1 2026 | Apr 16, 2026 |
| United Financial Planning Group LLC | History | Reduced | 3 | 0 | — | 0.01% | — | -47 | -94.0% | Q1 2026 | May 08, 2026 |
| Walsh & Associates, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -42 | -100.0% | Q1 2026 | May 15, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 04, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 05, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | May 11, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 04, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 04, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| Burk Holdings LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Front Row Advisors LLC | History | No change | 4 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |