iSHARES TRUST - OEF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,933,873 | 2,205,457 | 0.16% | 0.17% | 1 | -44,561 | -0.64% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,582,609 | 821,450 | 1.5% | 2.78% | 2 | +33,445 | 1.31% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,174,537 | 672,306 | 0.32% | 0.46% | 3 | -7,857 | -0.36% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,654,511 | 509,936 | 0.03% | 0.06% | 4 | -1,136,812 | -40.73% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,282,727 | 407,997 | 0.02% | 0.05% | 5 | -1,273,096 | -49.81% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,213,570 | 386,000 | 0.1% | 0.42% | 6 | -3,316,699 | -73.21% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,128,725 | 359,013 | 0.04% | 0.05% | 7 | +18,184 | 1.64% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,039,893 | 330,758 | 0.37% | 0.41% | 8 | -2,399 | -0.23% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 853,087 | 271,341 | 0.05% | 0.06% | 9 | -59,239 | -6.49% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 798,500 | 253,978 | 0.2% | 0.15% | 10 | +496,800 | 164.67% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 791,923 | 251,887 | 1.09% | 1.19% | 11 | -30,934 | -3.76% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 715,414 | 227,551 | 1.06% | 0.72% | 12 | +11,910 | 1.69% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 689,493 | 219,307 | 0.03% | 0.04% | 13 | -36,525 | -5.03% | Q1 2026 | May 05, 2026 |
| Polar Asset Management Partners Inc. | History | New | 1,665,300 | 202,444 | 4.04% | — | 14 | +1,665,300 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 441,595 | 140,458 | 0.08% | 0.08% | 15 | +6,317 | 1.45% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 421,339 | 134,015 | 0.04% | 0.05% | 16 | -49,485 | -10.51% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 404,867 | 128,776 | 2.31% | 2.62% | 17 | -3,971 | -0.97% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 366,926 | 122,679 | 0.03% | 0.05% | 18 | -227,992 | -38.32% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 348,748 | 110,926 | 0.03% | 1.08% | 19 | -10,247,007 | -96.71% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 275,763 | 87,712 | 0.12% | 0.21% | 20 | -191,198 | -40.95% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 272,496 | 86,672 | 0.05% | 0.1% | 21 | -168,269 | -38.18% | Q1 2026 | May 07, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 241,705 | 76,879 | 16.37% | 19.16% | 22 | -5,587 | -2.26% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 226,754 | 72,125 | 0.01% | 0.02% | 23 | -71,299 | -23.92% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Added to | 221,694 | 70,514 | 6.08% | 6.23% | 24 | +10,868 | 5.15% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 177,232 | 56,372 | 0.02% | 0.02% | 25 | -1,698 | -0.95% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 171,013 | 54,394 | 0.02% | 0.03% | 26 | +2,859 | 1.7% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 170,477 | 54,223 | 0.1% | 0.1% | 27 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 169,240 | 53,830 | 0.0% | 0.0% | 28 | +1,111 | 0.66% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 166,480 | 52,951 | 0.07% | 0.08% | 29 | -279 | -0.17% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 163,435 | 51,983 | 0.51% | 1.87% | 30 | -393,561 | -70.66% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Reduced | 162,861 | 51,673 | 0.06% | 0.09% | 31 | -61,551 | -27.43% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 155,867 | 49,576 | 0.13% | 1.11% | 32 | -1,034,925 | -86.91% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 154,985 | 49,295 | 0.76% | 0.84% | 33 | -6,042 | -3.75% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 151,708 | 48,253 | 0.26% | 0.65% | 34 | -196,769 | -56.47% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 137,870 | 43,852 | 0.07% | 0.1% | 35 | -967 | -0.7% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 137,304 | 43,736 | 0.06% | 0.1% | 36 | -55,314 | -28.72% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 135,725 | 43,170 | 0.19% | 0.21% | 37 | -5,515 | -3.9% | Q1 2026 | May 07, 2026 |
| ALPS ADVISORS INC | History | Added to | 131,442 | 41,807 | 0.2% | 0.26% | 38 | +1,210 | 0.93% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 124,548 | 39,614 | 2.18% | 2.26% | 39 | -177 | -0.14% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 124,018 | 39,446 | 0.01% | 0.01% | 40 | +8,528 | 7.38% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 120,848 | 38,438 | 0.04% | 0.3% | 41 | -685,838 | -85.02% | Q1 2026 | May 13, 2026 |
| RIA Advisory Group LLC | History | Added to | 115,339 | 36,685 | 8.72% | 8.93% | 42 | +7,030 | 6.49% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 114,129 | 36,300 | 0.29% | 0.5% | 43 | -9,281 | -7.52% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 113,101 | 35,973 | 4.3% | 4.51% | 44 | -470 | -0.41% | Q1 2026 | Apr 10, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 100,856 | 32,079 | 1.7% | 1.93% | 45 | -2,027 | -1.97% | Q1 2026 | Apr 24, 2026 |
| Demars Financial Group, LLC | History | Reduced | 100,515 | 31,970 | 10.53% | 11.93% | 46 | -3,395 | -3.27% | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 96,188 | 30,594 | 0.16% | 0.28% | 47 | -54,091 | -35.99% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Added to | 94,791 | 30,150 | 0.05% | 0.03% | 48 | +32,649 | 52.54% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 94,029 | 29,907 | 0.62% | 0.81% | 49 | -11,087 | -10.55% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 90,586 | 28,812 | 0.11% | 0.13% | 50 | -3,923 | -4.15% | Q1 2026 | May 11, 2026 |
| Financial Enhancement Group LLC | History | Added to | 82,383 | 28,811 | 3.57% | 3.47% | 51 | +3,597 | 4.57% | Q1 2026 | Apr 20, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 87,574 | 27,854 | 19.44% | 20.24% | 52 | -1,161 | -1.31% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Reduced | 87,360 | 27,792 | 0.14% | 0.16% | 53 | -642 | -0.73% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 86,718 | 27,582 | 0.05% | 0.07% | 54 | -18,827 | -17.84% | Q1 2026 | May 14, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 82,359 | 26,195 | 2.78% | 2.81% | 55 | +1,928 | 2.4% | Q1 2026 | Apr 28, 2026 |
| High Falls Advisors, Inc | History | No change | 74,369 | 25,506 | 5.17% | 5.17% | 56 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 78,387 | 24,932 | 0.04% | 0.05% | 57 | -759 | -0.96% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 78,138 | 24,853 | 0.16% | — | 58 | +78,138 | New | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 76,554 | 24,349 | 2.03% | 2.13% | 59 | +2,562 | 3.46% | Q1 2026 | Apr 13, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Reduced | 76,486 | 24,328 | 14.63% | 15.35% | 60 | -1,637 | -2.1% | Q1 2026 | May 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 75,050 | 23,871 | 0.4% | 0.38% | 61 | +7,522 | 11.14% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 67,597 | 21,500 | 0.06% | 0.15% | 62 | -93,070 | -57.93% | Q1 2026 | Apr 30, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 67,234 | 21,385 | 5.64% | 5.83% | 63 | +2,226 | 3.42% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 64,023 | 20,363 | 0.03% | 0.04% | 64 | -12,385 | -16.21% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 63,934 | 20,335 | 0.77% | 0.71% | 65 | +7,080 | 12.45% | Q1 2026 | May 11, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 62,556 | 19,897 | 12.26% | 12.73% | 66 | +2,023 | 3.34% | Q1 2026 | Apr 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 62,144 | 19,766 | 0.03% | 0.03% | 67 | +10,390 | 20.08% | Q1 2026 | May 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 62,121 | 19,758 | 1.19% | 1.27% | 68 | -779 | -1.24% | Q1 2026 | May 01, 2026 |
| Avid Wealth Partners LLC | History | Added to | 60,105 | 19,117 | 9.04% | 9.47% | 69 | +3,582 | 6.34% | Q1 2026 | Apr 30, 2026 |
| Wealth Forward, LLC | History | Added to | 59,761 | 19,008 | 10.73% | 11.48% | 70 | +526 | 0.89% | Q1 2026 | May 04, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 58,726 | 18,679 | 1.92% | 1.99% | 71 | -721 | -1.21% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Added to | 58,637 | 18,650 | 3.56% | 3.67% | 72 | +214 | 0.37% | Q1 2026 | Apr 03, 2026 |
| Wealth Group Ltd | History | Added to | 56,788 | 18,062 | 4.11% | 4.09% | 73 | +3,459 | 6.49% | Q1 2026 | Apr 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 56,083 | 17,838 | 0.2% | 0.18% | 74 | +8,672 | 18.29% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 55,935 | 17,791 | 0.22% | 0.27% | 75 | -6,639 | -10.61% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 54,698 | 17,397 | 0.0% | 0.0% | 76 | +37,160 | 211.88% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 54,471 | 17,325 | 0.09% | 0.11% | 77 | -3,016 | -5.25% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 54,362 | 17,291 | 0.07% | 0.1% | 78 | -12,931 | -19.22% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 52,578 | 16,723 | 0.12% | 0.22% | 79 | -27,218 | -34.11% | Q1 2026 | Apr 15, 2026 |
| Jump Financial, LLC | History | Added to | 52,258 | 16,621 | 0.22% | 0.04% | 80 | +42,884 | 457.48% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 51,711 | 16,447 | 0.02% | 0.08% | 81 | -119,665 | -69.83% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 51,121 | 16,260 | 0.0% | 0.0% | 82 | -354 | -0.69% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 49,955 | 15,889 | 0.01% | 0.01% | 83 | +3,306 | 7.09% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 48,950 | 15,569 | 1.94% | 2.15% | 84 | -2,444 | -4.76% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Added to | 48,017 | 15,272 | 0.32% | 0.32% | 85 | +2,379 | 5.21% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 47,794 | 15,201 | 0.02% | 0.06% | 86 | -103,926 | -68.5% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 47,712 | 15,177 | 0.02% | 0.02% | 87 | -7,861 | -14.15% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 47,137 | 14,992 | 0.04% | 0.75% | 88 | -853,181 | -94.76% | Q1 2026 | May 04, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 46,975 | 14,941 | 1.74% | 1.74% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 46,576 | 14,814 | 1.96% | 2.21% | 90 | +53 | 0.11% | Q1 2026 | May 11, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 45,861 | 14,587 | 8.07% | 8.41% | 91 | -436 | -0.94% | Q1 2026 | May 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 45,490 | 14,468 | 3.32% | 3.54% | 92 | -124 | -0.27% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 44,088 | 14,023 | 0.03% | 0.45% | 93 | -524,252 | -92.24% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 43,908 | 13,965 | 0.05% | 0.05% | 94 | -843 | -1.88% | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Reduced | 43,347 | 13,787 | 0.1% | 0.15% | 95 | -10,844 | -20.01% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 43,234 | 13,751 | 0.05% | 0.06% | 96 | -7,079 | -14.07% | Q1 2026 | May 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 43,167 | 13,730 | 1.24% | 1.27% | 97 | +4,483 | 11.59% | Q1 2026 | May 06, 2026 |
| GTS SECURITIES LLC | History | Added to | 42,751 | 13,596 | 0.48% | 0.11% | 98 | +33,747 | 374.8% | Q1 2026 | May 14, 2026 |
| Detalus Advisors, LLC | History | Reduced | 42,673 | 13,573 | 3.1% | 6.3% | 99 | -32,644 | -43.34% | Q1 2026 | Apr 22, 2026 |
| Keebeck Wealth Management | History | Reduced | 42,455 | 13,503 | 1.52% | 2.49% | 100 | -20,337 | -32.39% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 42,176 | 13,414 | 0.87% | 0.86% | 101 | +4,005 | 10.49% | Q1 2026 | Apr 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 41,816 | 13,300 | 0.26% | 0.26% | 102 | +1,268 | 3.13% | Q1 2026 | May 01, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 41,578 | 13,224 | 4.27% | 7.88% | 103 | -27,826 | -40.09% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 42,860 | 13,209 | 0.41% | 0.45% | 104 | -875 | -2.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,435 | 13,181 | 0.23% | 0.23% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 40,931 | 13,113 | 0.12% | 0.29% | 106 | -38,282 | -48.33% | Q1 2026 | Apr 07, 2026 |
| VICUS CAPITAL | History | Reduced | 40,355 | 12,835 | 0.94% | 3.03% | 107 | -77,300 | -65.7% | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 39,426 | 12,540 | 0.23% | 0.15% | 108 | -233,629 | -85.56% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 39,570 | 12,340 | 0.02% | 0.02% | 109 | -3,615 | -8.37% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 38,625 | 12,285 | 1.72% | 2.33% | 110 | -10,496 | -21.37% | Q1 2026 | Apr 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 38,272 | 12,173 | 0.41% | 0.88% | 111 | -35,038 | -47.79% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 38,091 | 12,115 | 0.0% | 0.03% | 112 | -507,579 | -93.02% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 37,623 | 11,966 | 1.15% | 1.33% | 113 | -1,248 | -3.21% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 37,573 | 11,951 | 0.09% | 2.93% | 114 | -969,733 | -96.27% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 33,633 | 11,524 | 0.07% | 0.12% | 115 | -18,758 | -35.8% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 36,047 | 11,465 | 0.2% | — | 116 | +36,047 | New | Q1 2026 | May 15, 2026 |
| Fiduciary Planning LLC | History | Added to | 34,927 | 11,109 | 3.36% | 3.48% | 117 | +1,515 | 4.53% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | Reduced | 34,278 | 10,903 | 0.3% | 0.7% | 118 | -33,680 | -49.56% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 32,601 | 10,369 | 0.05% | 0.06% | 119 | -382 | -1.16% | Q1 2026 | May 14, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 32,500 | 10,337 | 0.61% | 0.65% | 120 | -354 | -1.08% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 32,083 | 10,222 | 0.16% | 0.16% | 121 | +2,852 | 9.76% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,058 | 10,196 | 0.05% | 0.12% | 122 | -40,219 | -55.65% | Q1 2026 | Apr 24, 2026 |
| Wharton Business Group, LLC | History | Added to | 31,894 | 10,144 | 0.38% | 0.41% | 123 | +505 | 1.61% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 31,862 | 10,134 | 0.11% | 0.16% | 124 | -8,510 | -21.08% | Q1 2026 | Apr 20, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 414,288 | 10,006 | 1.12% | 1.01% | 125 | +47,162 | 12.85% | Q1 2026 | Apr 08, 2026 |
| Kilter Group LLC | History | Reduced | 30,729 | 9,773 | 4.21% | 5.5% | 126 | -5,577 | -15.36% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 30,281 | 9,634 | 0.25% | 1.07% | 127 | -78,824 | -72.25% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 30,266 | 9,626 | 0.26% | 0.27% | 128 | +197 | 0.66% | Q1 2026 | May 14, 2026 |
| ES4, LLC | History | Reduced | 30,102 | 9,574 | 6.18% | 7.63% | 129 | -2,173 | -6.73% | Q1 2026 | Apr 29, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 30,000 | 9,542 | 0.35% | 0.34% | 130 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 29,461 | 9,371 | 1.19% | 1.37% | 131 | -917 | -3.02% | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 29,431 | 9,361 | 0.06% | 0.06% | 132 | +2,837 | 10.67% | Q1 2026 | May 05, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 28,844 | 9,174 | 2.49% | 2.48% | 133 | -472 | -1.61% | Q1 2026 | Apr 28, 2026 |
| Aft, Forsyth & Sober, LLC | History | Reduced | 28,800 | 9,160 | 2.79% | 3.06% | 134 | -650 | -2.21% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 28,624 | 9,104 | 1.92% | 2.05% | 135 | +208 | 0.73% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 28,615 | 9,100 | 0.06% | 0.61% | 136 | -264,884 | -90.25% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 28,513 | 9,069 | 0.28% | 0.32% | 137 | -1,576 | -5.24% | Q1 2026 | Apr 24, 2026 |
| Select Asset Management & Trust | History | Reduced | 28,403 | 9,034 | 2.82% | 3.03% | 138 | -36 | -0.13% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 28,312 | 9,005 | 0.25% | 0.27% | 139 | -32 | -0.11% | Q1 2026 | May 12, 2026 |
| Polianta Ltd | History | New | 28,300 | 9,001 | 1.19% | — | 140 | +28,300 | New | Q1 2026 | Apr 16, 2026 |
| Legacy Advisors, LLC | History | No change | 27,418 | 8,720 | 1.03% | 1.01% | 141 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 27,091 | 8,616 | 0.5% | 0.53% | 142 | -593 | -2.14% | Q1 2026 | Apr 20, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 26,690 | 8,489 | 6.12% | 6.78% | 143 | -291 | -1.08% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 25,509 | 8,113 | 0.06% | 0.06% | 144 | +997 | 4.07% | Q1 2026 | May 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 25,412 | 8,082 | 0.79% | 0.83% | 145 | -24 | -0.09% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 25,219 | 8,021 | 0.91% | 0.98% | 146 | +2 | 0.01% | Q1 2026 | Apr 16, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 25,045 | 7,966 | 2.38% | 2.67% | 147 | +89 | 0.36% | Q1 2026 | Apr 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 23,226 | 7,965 | 0.0% | 0.0% | 148 | -53 | -0.23% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 23,086 | 7,917 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 24,656 | 7,842 | 0.98% | 1.33% | 150 | -5,499 | -18.24% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 24,459 | 7,780 | 0.01% | 0.08% | 151 | -218,899 | -89.95% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,000 | 7,633 | 0.0% | 0.0% | 152 | -1,521 | -5.96% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 23,824 | 7,577 | 0.81% | 1.22% | 153 | -9,714 | -28.96% | Q1 2026 | Apr 22, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 23,704 | 7,539 | 0.56% | 0.59% | 154 | +69 | 0.29% | Q1 2026 | May 14, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 23,460 | 7,461 | 7.74% | 8.03% | 155 | +60 | 0.26% | Q1 2026 | Apr 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 23,409 | 7,445 | 0.21% | 0.22% | 156 | -945 | -3.88% | Q1 2026 | Apr 28, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 23,122 | 7,354 | 2.07% | 2.0% | 157 | +2,028 | 9.61% | Q1 2026 | Apr 08, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 23,118 | 7,353 | 2.29% | 2.85% | 158 | -3,820 | -14.18% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,868 | 7,273 | 0.05% | 0.05% | 159 | -196 | -0.85% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 22,655 | 7,205 | 0.03% | 0.03% | 160 | -582 | -2.5% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 22,533 | 7,167 | 0.71% | 2.14% | 161 | -41,155 | -64.62% | Q1 2026 | May 14, 2026 |
| W ADVISORS, LLC | History | Reduced | 22,412 | 7,128 | 3.65% | 4.73% | 162 | -5,028 | -18.32% | Q1 2026 | Apr 29, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 22,247 | 7,076 | 3.09% | 3.48% | 163 | -1,349 | -5.72% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 22,156 | 7,047 | 0.11% | 0.21% | 164 | -12,567 | -36.19% | Q1 2026 | Apr 22, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 22,141 | 7,042 | 3.35% | 3.53% | 165 | -6,491 | -22.67% | Q1 2026 | Apr 27, 2026 |
| Ascent Group, LLC | History | Reduced | 22,034 | 7,008 | 0.24% | 0.29% | 166 | -2,287 | -9.4% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 21,931 | 6,975 | 0.02% | 0.02% | 167 | -259 | -1.17% | Q1 2026 | May 08, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 21,509 | 6,841 | 0.97% | 2.94% | 168 | -40,365 | -65.24% | Q1 2026 | Apr 15, 2026 |
| SCS Capital Management LLC | History | Added to | 21,398 | 6,805 | 0.07% | 0.08% | 169 | +204 | 0.96% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 21,264 | 6,763 | 0.97% | 0.99% | 170 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 21,085 | 6,706 | 0.52% | 0.61% | 171 | -1,476 | -6.54% | Q1 2026 | May 07, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 21,020 | 6,685 | 0.18% | 0.57% | 172 | -30,720 | -59.37% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 20,704 | 6,585 | 0.05% | 0.06% | 173 | -444 | -2.1% | Q1 2026 | May 01, 2026 |
| Client First Capital LLC | History | Added to | 20,093 | 6,390 | 2.77% | 2.9% | 174 | +16 | 0.08% | Q1 2026 | Apr 24, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 19,498 | 6,201 | 0.74% | 0.78% | 175 | +183 | 0.95% | Q1 2026 | Apr 21, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 19,456 | 6,188 | 0.16% | 0.14% | 176 | +4,557 | 30.59% | Q1 2026 | Apr 16, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 19,010 | 6,046 | 0.0% | 0.0% | 177 | +3,750 | 24.57% | Q1 2026 | Apr 30, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 18,879 | 6,004 | 0.66% | 0.75% | 178 | -1,825 | -8.81% | Q1 2026 | Apr 28, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 18,695 | 5,946 | 1.39% | 1.25% | 179 | +3,698 | 24.66% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 17,324 | 5,941 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 18,659 | 5,934 | 1.98% | 1.78% | 181 | +742 | 4.14% | Q1 2026 | Apr 29, 2026 |
| Security Financial Services, INC. | History | No change | 17,117 | 5,870 | 0.92% | 0.92% | 182 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,428 | 5,861 | 0.08% | 0.15% | 183 | -12,118 | -39.67% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 18,358 | 5,839 | 0.03% | 0.04% | 184 | -690 | -3.62% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 18,344 | 5,834 | 0.4% | 0.48% | 185 | -4,333 | -19.11% | Q1 2026 | May 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 16,628 | 5,815 | 0.4% | 1.19% | 186 | -30,817 | -64.95% | Q1 2026 | Apr 29, 2026 |
| Veridan Wealth LLC | History | Added to | 18,171 | 5,779 | 2.14% | 2.08% | 187 | +151 | 0.84% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 18,122 | 5,763 | 0.08% | 0.1% | 188 | -4,292 | -19.15% | Q1 2026 | May 01, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 17,727 | 5,638 | 0.0% | 0.0% | 189 | -1,493 | -7.77% | Q1 2026 | May 05, 2026 |
| Independence Bank of Kentucky | History | Added to | 17,699 | 5,629 | 0.71% | 0.75% | 190 | +2 | 0.01% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,674 | 5,621 | 0.13% | 0.16% | 191 | -1,897 | -9.69% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 17,596 | 5,596 | 0.07% | 0.05% | 192 | +4,073 | 30.12% | Q1 2026 | May 13, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 17,567 | 5,587 | 0.72% | 0.83% | 193 | -145 | -0.82% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 17,432 | 5,544 | 0.04% | 0.05% | 194 | +21 | 0.12% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,218 | 5,516 | 0.01% | 0.01% | 195 | -9,308 | -35.09% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 17,027 | 5,415 | 0.13% | 0.15% | 196 | -950 | -5.28% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 17,015 | 5,408 | 0.68% | — | 197 | +17,015 | New | Q1 2026 | May 18, 2026 |
| GenWealth Group, Inc. | History | Reduced | 16,989 | 5,403 | 0.92% | 1.01% | 198 | -125 | -0.73% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 16,881 | 5,369 | 0.11% | 0.14% | 199 | -2,737 | -13.95% | Q1 2026 | Apr 15, 2026 |
| BlackRock, Inc. | History | Reduced | 16,827 | 5,352 | 0.0% | 0.01% | 200 | -1,270,809 | -98.69% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,371 | 5,207 | 0.01% | 0.13% | 201 | -189,671 | -92.05% | Q1 2026 | May 01, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 16,251 | 5,169 | 2.56% | 2.97% | 202 | -565 | -3.36% | Q1 2026 | Apr 16, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 15,941 | 5,070 | 0.33% | 0.36% | 203 | -538 | -3.26% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 15,758 | 5,012 | 0.03% | 0.04% | 204 | -332 | -2.06% | Q1 2026 | May 05, 2026 |
| Asempa Wealth Advisors | History | Added to | 15,380 | 4,927 | 4.29% | 4.52% | 205 | +84 | 0.55% | Q1 2026 | Apr 08, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 15,409 | 4,901 | 0.59% | 0.66% | 206 | -441 | -2.78% | Q1 2026 | Apr 23, 2026 |
| Sovran Advisors, LLC | History | Reduced | 13,676 | 4,852 | 0.38% | 0.88% | 207 | -16,474 | -54.64% | Q1 2026 | May 01, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 15,208 | 4,837 | 0.14% | 0.16% | 208 | -792 | -4.95% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 15,183 | 4,829 | 0.03% | 0.03% | 209 | +1,955 | 14.78% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 14,865 | 4,785 | 0.1% | 0.11% | 210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Able Wealth Management LLC | History | Added to | 14,860 | 4,726 | 1.26% | 0.38% | 211 | +11,384 | 327.5% | Q1 2026 | Apr 24, 2026 |
| Kelly Financial Services LLC | History | Reduced | 14,708 | 4,685 | 1.13% | 5.56% | 212 | -49,983 | -77.26% | Q1 2026 | Apr 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 14,440 | 4,592 | 0.01% | 0.01% | 213 | +8,521 | 143.96% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Reduced | 14,239 | 4,528 | 0.2% | 0.23% | 214 | -455 | -3.1% | Q1 2026 | May 08, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 14,142 | 4,498 | 1.39% | 5.83% | 215 | -42,203 | -74.9% | Q1 2026 | Apr 13, 2026 |
| Ridgeline Wealth, LLC | History | No change | 14,137 | 4,496 | 3.22% | 3.36% | 216 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 12,518 | 4,421 | 0.61% | 1.28% | 217 | -12,297 | -49.55% | Q1 2026 | Apr 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 13,797 | 4,388 | 0.68% | 1.8% | 218 | -18,152 | -56.82% | Q1 2026 | May 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 13,622 | 4,332 | 0.25% | 1.0% | 219 | -36,040 | -72.57% | Q1 2026 | Apr 29, 2026 |
| BBR PARTNERS, LLC | History | No change | 13,441 | 4,275 | 0.24% | 0.25% | 220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 13,403 | 4,263 | 0.48% | 0.39% | 221 | +3,150 | 30.72% | Q1 2026 | Apr 16, 2026 |
| Claro Advisors Inc. | History | Added to | 13,391 | 4,259 | 0.51% | 0.47% | 222 | +3,259 | 32.17% | Q1 2026 | Apr 21, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 13,344 | 4,244 | 3.09% | 5.02% | 223 | -6,895 | -34.07% | Q1 2026 | Apr 21, 2026 |
| WELCH & FORBES LLC | History | Reduced | 13,187 | 4,194 | 0.05% | 0.06% | 224 | -1,024 | -7.21% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 13,024 | 4,142 | 0.15% | 0.15% | 225 | +960 | 7.96% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 12,992 | 4,132 | 0.12% | 0.15% | 226 | -1,693 | -11.53% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Reduced | 12,983 | 4,129 | 0.19% | 0.4% | 227 | -13,123 | -50.27% | Q1 2026 | Apr 30, 2026 |
| Accredited Investors Inc. | History | Added to | 12,953 | 4,119 | 0.22% | 0.02% | 228 | +12,073 | 1371.93% | Q1 2026 | Apr 30, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 12,893 | 4,100 | 0.92% | 1.33% | 229 | -4,761 | -26.97% | Q1 2026 | Apr 10, 2026 |
| Canal Capital Management, LLC | History | Reduced | 12,864 | 4,091 | 0.55% | 1.96% | 230 | -27,436 | -68.08% | Q1 2026 | Apr 27, 2026 |
| Family Manage LLC | History | Reduced | 12,791 | 4,068 | 0.49% | 0.63% | 231 | -1,853 | -12.65% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 12,405 | 3,945 | 0.91% | 1.07% | 232 | -382 | -2.99% | Q1 2026 | May 08, 2026 |
| Peloton Wealth Strategists | History | Reduced | 12,376 | 3,936 | 1.59% | 1.7% | 233 | -421 | -3.29% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | No change | 12,324 | 3,919 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 12,304 | 3,913 | 0.14% | 0.16% | 235 | -409 | -3.22% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 12,148 | 3,863 | 0.08% | 0.08% | 236 | -266 | -2.14% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,912 | 3,789 | 0.09% | 0.96% | 238 | -104,054 | -89.73% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 11,915 | 3,789 | 0.13% | 0.17% | 237 | -2,309 | -16.23% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,846 | 3,767 | 0.07% | 0.49% | 239 | -68,630 | -85.28% | Q1 2026 | Apr 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 11,822 | 3,760 | 0.28% | — | 240 | +11,822 | New | Q1 2026 | Apr 30, 2026 |
| GTS FINANCIAL, LLC | History | New | 13,588 | 3,680 | 2.91% | — | 241 | +13,588 | New | Q1 2026 | May 19, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 11,540 | 3,670 | 0.21% | 1.03% | 242 | -38,872 | -77.11% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Advisors | History | No change | 11,502 | 3,658 | 0.14% | 0.15% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 11,461 | 3,645 | 0.0% | 0.0% | 244 | +7,054 | 160.06% | Q1 2026 | May 15, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 11,388 | 3,622 | 3.11% | — | 245 | +11,388 | New | Q1 2026 | Apr 13, 2026 |
| AMG National Trust Bank | History | Added to | 11,321 | 3,600 | 0.08% | 0.06% | 246 | +3,675 | 48.06% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 11,302 | 3,594 | 0.49% | 0.53% | 247 | +211 | 1.9% | Q1 2026 | Apr 23, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 11,213 | 3,566 | 1.28% | 1.02% | 248 | +2,957 | 35.82% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,108 | 3,533 | 0.06% | 0.05% | 249 | +4,069 | 57.81% | Q1 2026 | May 18, 2026 |
| Summit Financial, LLC | History | Added to | 11,098 | 3,530 | 0.04% | 0.05% | 250 | +1,379 | 14.19% | Q1 2026 | May 15, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 10,109 | 3,467 | 2.25% | 2.25% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 10,882 | 3,461 | 0.56% | 1.89% | 252 | -22,438 | -67.34% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,851 | 3,451 | 0.01% | 0.01% | 253 | -229 | -2.07% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 13,902 | 3,439 | 2.31% | 3.9% | 254 | -4,178 | -23.11% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,746 | 3,417 | 0.06% | 0.07% | 255 | +40 | 0.37% | Q1 2026 | May 07, 2026 |
| Black Swift Group, LLC | History | Reduced | 10,615 | 3,376 | 0.59% | 0.63% | 256 | -385 | -3.5% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 10,614 | 3,375 | 0.07% | 0.16% | 257 | -11,757 | -52.55% | Q1 2026 | May 01, 2026 |
| Aviance Capital Partners, LLC | History | No change | 10,574 | 3,363 | 0.39% | 0.42% | 258 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 10,537 | 3,351 | 0.45% | 4.14% | 259 | -84,326 | -88.89% | Q1 2026 | Apr 08, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 10,277 | 3,268 | 0.49% | 0.5% | 260 | +339 | 3.41% | Q1 2026 | Apr 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 10,208 | 3,246 | 0.15% | 0.16% | 261 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 20,885 | 3,213 | 0.82% | 0.78% | 262 | +1,472 | 7.58% | Q1 2026 | Apr 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,038 | 3,192 | 0.04% | 1.68% | 263 | -364,507 | -97.32% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 9,925 | 3,156 | 0.02% | 0.02% | 264 | -295 | -2.89% | Q1 2026 | May 15, 2026 |
| Excelsior Advisor Network LLC | History | Reduced | 9,920 | 3,155 | 1.2% | 1.83% | 265 | -1,049 | -9.56% | Q1 2026 | May 15, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 9,740 | 3,098 | 0.82% | 1.02% | 266 | -1,800 | -15.6% | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 9,457 | 3,008 | 0.17% | 0.18% | 267 | -15 | -0.16% | Q1 2026 | Apr 20, 2026 |
| St. Louis Trust Co | History | No change | 9,380 | 2,983 | 0.35% | 0.37% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 9,264 | 2,946 | 0.08% | 0.1% | 269 | -1,266 | -12.02% | Q1 2026 | May 04, 2026 |
| RMR Wealth Builders | History | Added to | 9,176 | 2,918 | 0.23% | 0.25% | 270 | +26 | 0.28% | Q1 2026 | Apr 22, 2026 |
| Stokes Family Office, LLC | History | Reduced | 9,164 | 2,914 | 0.3% | 1.72% | 271 | -45,805 | -83.33% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 9,007 | 2,864 | 0.01% | 0.02% | 272 | +43 | 0.48% | Q1 2026 | May 11, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 8,967 | 2,852 | 1.83% | 2.07% | 273 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 8,935 | 2,841 | 0.09% | 0.1% | 274 | -134 | -1.48% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 8,929 | 2,840 | 1.04% | 1.4% | 275 | -2,006 | -18.34% | Q1 2026 | Apr 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,280 | 2,839 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 8,912 | 2,834 | 1.85% | 2.19% | 277 | -423 | -4.53% | Q1 2026 | Apr 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 8,586 | 2,730 | 0.12% | 0.16% | 278 | -143 | -1.64% | Q1 2026 | Apr 15, 2026 |
| Optivise Advisory Services LLC | History | Added to | 8,572 | 2,726 | 1.65% | 1.63% | 279 | +327 | 3.97% | Q1 2026 | Apr 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 8,447 | 2,686 | 0.23% | 0.25% | 280 | -45 | -0.53% | Q1 2026 | Apr 24, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 8,442 | 2,685 | 1.54% | 4.4% | 281 | -14,114 | -62.57% | Q1 2026 | Apr 08, 2026 |
| HOWE & RUSLING INC | History | Reduced | 8,355 | 2,657 | 0.17% | 0.19% | 282 | -4 | -0.05% | Q1 2026 | Apr 28, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 8,137 | 2,587 | 0.12% | 0.05% | 283 | +5,030 | 161.89% | Q1 2026 | Apr 21, 2026 |
| NWF Advisory Services Inc. | History | Added to | 8,104 | 2,577 | 0.29% | 0.3% | 284 | +189 | 2.39% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Reduced | 8,095 | 2,574 | 0.14% | 1.04% | 285 | -44,291 | -84.55% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 8,049 | 2,559 | 0.63% | 0.7% | 286 | -128 | -1.57% | Q1 2026 | Apr 03, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 7,970 | 2,535 | 0.72% | 1.89% | 287 | -12,534 | -61.13% | Q1 2026 | Apr 16, 2026 |
| CMH Wealth Management LLC | History | New | 7,960 | 2,531 | 0.43% | — | 288 | +7,960 | New | Q1 2026 | Apr 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 7,903 | 2,513 | 0.37% | 0.38% | 289 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 7,864 | 2,501 | 0.4% | 0.32% | 290 | +2,882 | 57.85% | Q1 2026 | Apr 17, 2026 |
| Lynch Investment Planning, LLC | History | Reduced | 7,665 | 2,437 | 2.19% | 4.53% | 291 | -6,131 | -44.44% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | No change | 7,650 | 2,433 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| 5T Wealth, LLC | History | Reduced | 7,639 | 2,429 | 0.96% | 2.23% | 294 | -8,674 | -53.17% | Q1 2026 | Apr 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,083 | 2,429 | 0.12% | 0.11% | 293 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 7,632 | 2,427 | 0.01% | 0.01% | 295 | -1,267 | -14.24% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 6,847 | 2,410 | 0.04% | 0.44% | 296 | -20,591 | -75.05% | Q1 2026 | May 01, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 7,555 | 2,403 | 0.85% | 0.94% | 297 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 7,508 | 2,388 | 1.04% | 1.11% | 298 | -6 | -0.08% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,504 | 2,386 | 0.02% | 0.01% | 299 | +3,074 | 69.39% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 7,498 | 2,385 | 0.48% | 0.53% | 300 | +217 | 2.98% | Q1 2026 | May 01, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 7,470 | 2,375 | 0.97% | 2.71% | 301 | -12,036 | -61.7% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,386 | 2,349 | 0.01% | 0.01% | 302 | +2,019 | 37.62% | Q1 2026 | May 13, 2026 |
| JT Stratford LLC | History | Reduced | 7,365 | 2,342 | 0.3% | 0.44% | 303 | -2,702 | -26.84% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 7,335 | 2,333 | 0.03% | 0.07% | 304 | -6,160 | -45.65% | Q1 2026 | May 12, 2026 |
| Opus Capital Group, LLC | History | No change | 7,307 | 2,324 | 0.25% | 0.27% | 305 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 7,216 | 2,295 | 0.84% | 0.92% | 306 | -38 | -0.52% | Q1 2026 | May 08, 2026 |
| EQ LLC | History | Added to | 7,199 | 2,289 | 0.64% | 0.69% | 307 | +267 | 3.85% | Q1 2026 | May 06, 2026 |
| Klingman & Associates, LLC | History | Added to | 7,144 | 2,272 | 0.11% | 0.11% | 308 | +283 | 4.12% | Q1 2026 | May 14, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 7,084 | 2,253 | 1.01% | 1.21% | 309 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Reduced | 7,018 | 2,230 | 0.03% | 0.04% | 310 | -1,563 | -18.21% | Q1 2026 | May 12, 2026 |
| 71 West Capital Partners | History | Added to | 6,998 | 2,225 | 0.1% | 0.11% | 311 | +68 | 0.98% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 6,974 | 2,218 | 0.01% | 0.28% | 312 | -133,298 | -95.03% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 6,959 | 2,213 | 0.02% | 0.01% | 313 | +6,269 | 908.55% | Q1 2026 | May 12, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 6,917 | 2,200 | 0.18% | 0.21% | 314 | -30 | -0.43% | Q1 2026 | May 05, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 6,791 | 2,160 | 0.67% | 3.57% | 315 | -27,917 | -80.43% | Q1 2026 | Apr 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 6,774 | 2,154 | 0.02% | 0.03% | 316 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 6,267 | 2,149 | 0.38% | 0.38% | 317 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 6,740 | 2,143 | 0.63% | 0.76% | 318 | -240 | -3.44% | Q1 2026 | Apr 30, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 6,730 | 2,140 | 0.2% | 2.92% | 319 | -85,242 | -92.68% | Q1 2026 | May 11, 2026 |
| Park Edge Advisors, LLC | History | New | 6,658 | 2,117 | 0.49% | — | 320 | +6,658 | New | Q1 2026 | Apr 20, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 6,644 | 2,113 | 0.28% | 0.27% | 321 | +1,249 | 23.15% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,618 | 2,104 | 0.0% | 0.01% | 322 | -13,290 | -66.76% | Q1 2026 | May 14, 2026 |
| Finley Financial, LLC | History | Reduced | 6,560 | 2,086 | 0.98% | 1.04% | 323 | -35 | -0.53% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 6,506 | 2,069 | 0.21% | 0.22% | 324 | -19 | -0.29% | Q1 2026 | Apr 30, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 6,479 | 2,060 | 1.39% | 1.52% | 325 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,469 | 2,057 | 0.06% | 0.07% | 326 | +265 | 4.27% | Q1 2026 | Apr 08, 2026 |
| BAILARD, INC. | History | No change | 6,453 | 2,052 | 0.05% | 0.05% | 327 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,419 | 2,041 | 0.01% | 0.01% | 328 | -98 | -1.5% | Q1 2026 | May 13, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 6,412 | 2,039 | 0.5% | 0.55% | 329 | -100 | -1.54% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 6,337 | 2,028 | 0.01% | 0.02% | 330 | -4,810 | -43.15% | Q1 2026 | May 12, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 6,271 | 1,994 | 0.59% | — | 331 | +6,271 | New | Q1 2026 | Apr 24, 2026 |
| Diversified Trust Co | History | Reduced | 6,267 | 1,993 | 0.04% | 0.04% | 332 | -431 | -6.43% | Q1 2026 | Apr 16, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 6,157 | 1,958 | 1.75% | — | 333 | +6,157 | New | Q1 2026 | May 05, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 6,100 | 1,940 | 1.43% | 1.62% | 334 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Added to | 5,500 | 1,923 | 0.03% | 0.02% | 335 | +3,199 | 139.03% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | Added to | 6,014 | 1,912 | 0.07% | 0.05% | 336 | +1,943 | 47.73% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | Reduced | 5,900 | 1,876 | 0.06% | 0.08% | 337 | -887 | -13.07% | Q1 2026 | Apr 22, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 5,818 | 1,850 | 1.4% | 1.77% | 338 | -375 | -6.06% | Q1 2026 | Apr 27, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 5,805 | 1,846 | 0.03% | 0.03% | 339 | -65 | -1.11% | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 5,801 | 1,845 | 0.23% | 0.18% | 340 | +1,675 | 40.6% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,785 | 1,839 | 0.04% | 0.23% | 341 | -23,658 | -80.35% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 5,698 | 1,812 | 0.49% | 0.6% | 342 | -874 | -13.3% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,694 | 1,811 | 0.08% | — | 343 | +5,694 | New | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 5,658 | 1,799 | 0.03% | 0.04% | 344 | -200 | -3.41% | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 5,636 | 1,792 | 0.04% | 0.05% | 345 | -556 | -8.98% | Q1 2026 | May 12, 2026 |
| WT Wealth Management | History | Added to | 5,621 | 1,787 | 0.53% | 0.48% | 346 | +752 | 15.44% | Q1 2026 | Apr 21, 2026 |
| Brookwood Investment Group LLC | History | Added to | 5,605 | 1,782 | 0.22% | 0.22% | 347 | +306 | 5.77% | Q1 2026 | May 04, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 5,061 | 1,781 | 0.12% | 2.66% | 348 | -111,187 | -95.65% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 5,586 | 1,776 | 0.0% | 0.03% | 349 | -32,137 | -85.19% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Reduced | 5,554 | 1,766 | 0.03% | 0.41% | 350 | -65,011 | -92.13% | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | No change | 5,545 | 1,763 | 0.59% | 0.63% | 351 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,496 | 1,748 | 0.01% | — | 352 | +5,496 | New | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,473 | 1,740 | 0.03% | 0.12% | 353 | -11,512 | -67.78% | Q1 2026 | May 14, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 5,449 | 1,733 | 0.16% | 0.18% | 354 | -75 | -1.36% | Q1 2026 | Apr 17, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 5,427 | 1,726 | 0.16% | 0.2% | 355 | -540 | -9.05% | Q1 2026 | Apr 30, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 5,373 | 1,709 | 0.16% | 0.23% | 356 | -1,538 | -22.25% | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,345 | 1,700 | 0.13% | 0.1% | 358 | +2,343 | 78.05% | Q1 2026 | Apr 16, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 5,346 | 1,700 | 0.03% | 0.03% | 357 | +307 | 6.09% | Q1 2026 | May 11, 2026 |
| Vantus Wealth LLC | History | No change | 4,949 | 1,697 | 1.25% | 1.25% | 359 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 5,320 | 1,692 | 0.49% | 0.4% | 360 | +1,362 | 34.41% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 5,267 | 1,675 | 0.02% | 0.04% | 361 | -6,500 | -55.24% | Q1 2026 | Apr 13, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 5,263 | 1,674 | 0.62% | 0.65% | 362 | +129 | 2.51% | Q1 2026 | May 18, 2026 |
| Optiver Holding B.V. | History | New | 5,258 | 1,672 | 0.0% | — | 363 | +5,258 | New | Q1 2026 | May 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 5,227 | 1,662 | 0.33% | 0.36% | 364 | -40 | -0.76% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,225 | 1,661 | 0.02% | — | 366 | +5,225 | New | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,227 | 1,661 | 0.0% | 0.0% | 365 | -3,743 | -41.73% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,191 | 1,651 | 0.02% | 0.23% | 367 | -39,205 | -88.31% | Q1 2026 | May 13, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 5,180 | 1,647 | 1.04% | 1.34% | 369 | -1,725 | -24.98% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 4,950 | 1,647 | 0.09% | 0.13% | 368 | -1,290 | -20.67% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,178 | 1,646 | 0.01% | 0.21% | 370 | -77,229 | -93.72% | Q1 2026 | May 13, 2026 |
| Mosley Wealth Management | History | Added to | 4,946 | 1,646 | 0.75% | 0.75% | 371 | +70 | 1.44% | Q1 2026 | Apr 27, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 5,169 | 1,643 | 1.22% | 1.31% | 372 | -88 | -1.67% | Q1 2026 | Apr 22, 2026 |
| NWAM LLC | History | Reduced | 5,139 | 1,634 | 0.09% | 0.1% | 373 | -236 | -4.39% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 5,127 | 1,630 | 0.02% | 0.02% | 374 | -24 | -0.47% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 5,064 | 1,610 | 0.18% | 0.12% | 375 | +1,775 | 53.97% | Q1 2026 | Apr 28, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 4,971 | 1,581 | 1.48% | 5.03% | 376 | -11,839 | -70.43% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,958 | 1,577 | 0.02% | 0.02% | 377 | +707 | 16.63% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,282 | 1,574 | 0.04% | 0.35% | 378 | -19,370 | -81.9% | Q1 2026 | May 14, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 4,878 | 1,551 | 0.47% | 1.54% | 380 | -10,131 | -67.5% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,878 | 1,551 | 0.01% | 0.02% | 379 | +27 | 0.56% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,850 | 1,542 | 0.03% | 0.03% | 381 | +190 | 4.08% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,841 | 1,539 | 0.02% | 0.02% | 383 | -786 | -13.97% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,839 | 1,539 | 0.02% | 0.02% | 382 | -197 | -3.91% | Q1 2026 | Apr 28, 2026 |
| Certified Advisory Corp | History | Reduced | 4,819 | 1,532 | 0.14% | 0.16% | 384 | -225 | -4.46% | Q1 2026 | Apr 17, 2026 |
| Cedar Wealth Management, LLC | History | No change | 4,784 | 1,521 | 0.44% | 0.49% | 385 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,765 | 1,515 | 0.34% | 0.33% | 386 | +645 | 15.66% | Q1 2026 | Apr 27, 2026 |
| Stonebrook Private Inc. | History | Reduced | 4,744 | 1,508 | 0.32% | 0.36% | 387 | -252 | -5.04% | Q1 2026 | May 11, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 4,383 | 1,503 | 0.11% | 0.11% | 388 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allen Investment Management, LLC | History | No change | 4,689 | 1,491 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tidemark, LLC | History | Reduced | 4,625 | 1,471 | 0.37% | 2.58% | 390 | -21,866 | -82.54% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Reduced | 4,605 | 1,464 | 0.05% | 0.07% | 391 | -36 | -0.78% | Q1 2026 | May 19, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,570 | 1,453 | 0.16% | 1.25% | 392 | -28,494 | -86.18% | Q1 2026 | May 01, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 4,540 | 1,444 | 0.03% | 0.03% | 393 | +35 | 0.78% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,519 | 1,437 | 0.04% | 0.04% | 394 | +450 | 11.06% | Q1 2026 | Apr 07, 2026 |
| Councilmark Asset Management, LLC | History | No change | 4,475 | 1,423 | 0.82% | 0.86% | 395 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 4,426 | 1,407 | 1.07% | 1.13% | 396 | -72 | -1.6% | Q1 2026 | May 08, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 4,409 | 1,402 | 0.44% | 0.47% | 398 | +6 | 0.14% | Q1 2026 | May 01, 2026 |
| Curbstone Financial Management Corp | History | No change | 4,410 | 1,402 | 0.27% | 0.29% | 397 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,361 | 1,397 | 0.07% | 0.08% | 399 | -745 | -14.59% | Q1 2026 | Apr 27, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 4,328 | 1,376 | 0.22% | 0.26% | 400 | +219 | 5.33% | Q1 2026 | Apr 30, 2026 |
| WJ Wealth Management, LLC | History | No change | 4,321 | 1,374 | 0.64% | 0.65% | 401 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,265 | 1,356 | 0.05% | 0.04% | 402 | +1,110 | 35.18% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 4,180 | 1,329 | 0.07% | 0.15% | 403 | +570 | 15.79% | Q1 2026 | Apr 22, 2026 |
| Callan Family Office, LLC | History | No change | 4,156 | 1,321 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,255 | 1,311 | 0.08% | 0.23% | 406 | -10,241 | -70.65% | Q1 2026 | Apr 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,123 | 1,311 | 0.03% | 0.04% | 405 | -601 | -12.72% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,076 | 1,296 | 0.04% | 0.04% | 407 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Northside Capital Management, LLC | History | No change | 4,061 | 1,291 | 0.11% | 0.12% | 408 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| XML Financial, LLC | History | Added to | 4,049 | 1,287 | 0.1% | 0.09% | 409 | +687 | 20.43% | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,999 | 1,271 | 0.04% | 0.06% | 410 | -477 | -10.66% | Q1 2026 | May 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 3,981 | 1,266 | 0.86% | 2.43% | 411 | -6,729 | -62.83% | Q1 2026 | May 04, 2026 |
| CPA Asset Management Group, LLC | History | No change | 3,901 | 1,240 | 0.42% | 0.47% | 412 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 3,889 | 1,237 | 0.08% | 0.09% | 413 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,889 | 1,236 | 0.02% | 0.02% | 414 | -17 | -0.44% | Q1 2026 | Apr 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,491 | 1,224 | 0.03% | 0.03% | 415 | -100 | -2.78% | Q1 2026 | May 04, 2026 |
| Maxele Advisors, LLC | History | No change | 3,564 | 1,222 | 0.99% | 0.99% | 416 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 3,825 | 1,216 | 0.07% | 0.09% | 417 | -182 | -4.54% | Q1 2026 | Apr 29, 2026 |
| Trust Point Inc. | History | No change | 3,810 | 1,211 | 0.11% | 0.1% | 418 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 3,761 | 1,196 | 0.02% | 0.03% | 419 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Henson-Edgewater Management, LLC | History | Added to | 3,756 | 1,194 | 0.76% | 0.75% | 420 | +70 | 1.9% | Q1 2026 | Apr 30, 2026 |
| Purpose Unlimited Inc. | History | New | 3,745 | 1,188 | 0.05% | — | 421 | +3,745 | New | Q1 2026 | May 15, 2026 |
| Columbus Macro, LLC | History | Added to | 3,708 | 1,179 | 0.13% | 0.14% | 422 | +11 | 0.3% | Q1 2026 | Apr 21, 2026 |
| Horizon Wealth Management, LLC | History | New | 3,697 | 1,176 | 0.17% | — | 423 | +3,697 | New | Q1 2026 | Apr 24, 2026 |
| Plancorp, LLC | History | No change | 3,505 | 1,167 | 0.03% | 0.04% | 424 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 3,667 | 1,166 | 0.09% | 0.03% | 425 | +2,645 | 258.81% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 3,668 | 1,166 | 0.05% | 0.05% | 426 | +3 | 0.08% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 3,636 | 1,156 | 0.08% | 0.1% | 427 | -325 | -8.2% | Q1 2026 | May 05, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 3,595 | 1,143 | 0.49% | 0.3% | 428 | +1,433 | 66.28% | Q1 2026 | May 08, 2026 |
| WRAPMANAGER INC | History | New | 3,563 | 1,133 | 0.39% | — | 429 | +3,563 | New | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | New | 3,537 | 1,125 | 0.04% | — | 430 | +3,537 | New | Q1 2026 | Apr 29, 2026 |
| Sequent Asset Management, LLC | History | No change | 3,247 | 1,114 | 0.49% | 0.49% | 431 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 3,494 | 1,111 | 0.04% | 0.04% | 432 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 3,460 | 1,100 | 0.06% | 0.07% | 433 | -101 | -2.84% | Q1 2026 | Apr 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 3,437 | 1,093 | 0.01% | 0.02% | 434 | -1,805 | -34.43% | Q1 2026 | Apr 27, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 3,436 | 1,092 | 0.06% | 0.06% | 435 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Added to | 3,431 | 1,091 | 0.03% | 0.02% | 436 | +1,014 | 41.95% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,417 | 1,086 | 0.01% | 0.15% | 437 | -36,186 | -91.37% | Q1 2026 | Apr 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 3,386 | 1,076 | 0.01% | 0.03% | 438 | -3,330 | -49.58% | Q1 2026 | May 08, 2026 |
| Verum Partners LLC | History | Added to | 3,383 | 1,075 | 0.2% | 0.23% | 439 | +6 | 0.18% | Q1 2026 | Apr 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 3,270 | 1,039 | 0.08% | 0.07% | 440 | +515 | 18.69% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 3,266 | 1,038 | 0.0% | 0.01% | 441 | -4,957 | -60.28% | Q1 2026 | May 15, 2026 |
| EWA, LLC | History | Reduced | 3,260 | 1,036 | 0.23% | 0.92% | 442 | -7,767 | -70.44% | Q1 2026 | Apr 23, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 3,252 | 1,034 | 0.86% | 3.71% | 443 | -9,760 | -75.01% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 3,244 | 1,031 | 0.06% | 0.03% | 444 | +1,738 | 115.41% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,215 | 1,022 | 0.01% | 0.02% | 445 | -370 | -10.32% | Q1 2026 | Apr 08, 2026 |
| Fiduciary Group, LLC | History | Reduced | 3,216 | 1,022 | 0.09% | 0.09% | 446 | -65 | -1.98% | Q1 2026 | May 11, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 3,204 | 1,019 | 0.56% | 0.6% | 447 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lansing Street Advisors | History | Added to | 3,184 | 1,012 | 0.25% | 0.19% | 448 | +1,000 | 45.79% | Q1 2026 | Apr 28, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 3,171 | 1,008 | 0.01% | 0.02% | 449 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OneAscent Financial Services LLC | History | Added to | 27,451 | 1,001 | 0.05% | 0.04% | 450 | +18,678 | 212.9% | Q1 2026 | Apr 21, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 3,122 | 993 | 0.47% | 0.51% | 451 | -100 | -3.1% | Q1 2026 | Apr 13, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 3,112 | 989 | 0.56% | 0.67% | 452 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,858 | 980 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dentgroup LLC | History | No change | 2,859 | 980 | 0.67% | 0.67% | 454 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 3,013 | 958 | 0.09% | 0.76% | 455 | -16,171 | -84.29% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,000 | 954 | 0.0% | 0.0% | 458 | -16,811 | -84.86% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,002 | 954 | 0.01% | 0.01% | 456 | -2,670 | -47.07% | Q1 2026 | Apr 15, 2026 |
| DT Investment Partners, LLC | History | No change | 3,000 | 954 | 0.08% | 0.09% | 457 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,998 | 953 | 0.0% | — | 459 | +2,998 | New | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | No change | 2,953 | 939 | 0.04% | 0.04% | 460 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 2,926 | 930 | 0.16% | 0.5% | 461 | -5,524 | -65.37% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,993 | 922 | 0.03% | 0.05% | 462 | -690 | -18.73% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 2,867 | 911 | 0.01% | 0.02% | 463 | +250 | 9.55% | Q1 2026 | Apr 21, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,817 | 896 | 0.27% | 0.29% | 464 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Lantz Financial LLC | History | Reduced | 2,811 | 894 | 0.18% | 1.18% | 465 | -13,511 | -82.78% | Q1 2026 | Apr 09, 2026 |
| ABNER HERRMAN & BROCK LLC | History | Reduced | 2,803 | 892 | 0.1% | 0.11% | 466 | -250 | -8.19% | Q1 2026 | Apr 07, 2026 |
| East Coast Asset Management, LLC. | History | No change | 2,746 | 873 | 0.29% | 0.28% | 467 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 2,714 | 863 | 0.01% | 0.59% | 468 | -148,765 | -98.21% | Q1 2026 | May 05, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 2,700 | 858 | 0.1% | 0.67% | 469 | -14,682 | -84.47% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,687 | 854 | 0.02% | 0.02% | 470 | +124 | 4.84% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Reduced | 2,677 | 851 | 0.24% | 0.26% | 471 | -177 | -6.2% | Q1 2026 | May 07, 2026 |
| American Trust | History | Reduced | 2,670 | 849 | 0.08% | 0.08% | 472 | -15 | -0.56% | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 2,667 | 848 | 0.04% | 0.07% | 473 | -1,697 | -38.89% | Q1 2026 | Apr 28, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 2,662 | 846 | 0.3% | 0.38% | 474 | -634 | -19.24% | Q1 2026 | May 05, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 2,651 | 843 | 0.58% | 0.94% | 475 | -40 | -1.49% | Q1 2026 | Apr 15, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 2,620 | 833 | 0.56% | 1.33% | 476 | -3,158 | -54.66% | Q1 2026 | Apr 13, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 2,607 | 829 | 0.08% | 0.09% | 477 | -97 | -3.59% | Q1 2026 | Apr 14, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 2,594 | 825 | 0.68% | 5.62% | 479 | -16,587 | -86.48% | Q1 2026 | Apr 29, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 2,595 | 825 | 0.03% | 0.08% | 478 | -4,590 | -63.88% | Q1 2026 | Apr 21, 2026 |
| Vivaldi Capital Management LP | History | No change | 2,586 | 822 | 0.11% | 0.12% | 480 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 2,584 | 821 | 0.13% | 0.14% | 481 | -4 | -0.15% | Q1 2026 | May 04, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 2,388 | 819 | 0.27% | 0.27% | 482 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Glenview Trust Co | History | Added to | 2,569 | 817 | 0.01% | 0.01% | 484 | +738 | 40.31% | Q1 2026 | May 08, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,569 | 817 | 0.25% | 0.26% | 483 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Soundwatch Capital LLC | History | No change | 2,560 | 814 | 0.1% | 0.14% | 485 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Added to | 2,558 | 813 | 0.04% | 0.03% | 486 | +689 | 36.86% | Q1 2026 | May 05, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 2,543 | 808 | 0.62% | 2.68% | 487 | -7,226 | -73.97% | Q1 2026 | May 14, 2026 |
| Stone Wealth Partners | History | Added to | 2,534 | 805 | 0.72% | 0.56% | 488 | +692 | 37.57% | Q1 2026 | May 07, 2026 |
| First Pacific Financial | History | Reduced | 2,522 | 802 | 0.1% | 1.59% | 489 | -32,899 | -92.88% | Q1 2026 | Apr 23, 2026 |
| RVW Wealth, LLC | History | Added to | 2,505 | 796 | 0.06% | 0.06% | 490 | +104 | 4.33% | Q1 2026 | Apr 08, 2026 |
| Altus Wealth Management, LLC | History | Added to | 2,504 | 796 | 0.35% | 0.36% | 491 | +63 | 2.58% | Q1 2026 | Apr 21, 2026 |
| Trademark Financial Management, LLC | History | Added to | 2,493 | 792 | 0.39% | 0.12% | 492 | +1,856 | 291.37% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Added to | 2,481 | 789 | 0.0% | 0.0% | 493 | +574 | 30.1% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,454 | 780 | 0.0% | 0.0% | 494 | -689 | -21.92% | Q1 2026 | May 13, 2026 |
| First Citizens Financial Corp | History | Reduced | 2,421 | 770 | 0.36% | 0.47% | 495 | -353 | -12.73% | Q1 2026 | Apr 07, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 2,369 | 753 | 0.13% | — | 497 | +2,369 | New | Q1 2026 | Apr 16, 2026 |
| Howard Capital Management Group, LLC | History | No change | 2,370 | 753 | 0.05% | 0.05% | 496 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,346 | 746 | 0.06% | 0.06% | 498 | +55 | 2.4% | Q1 2026 | Apr 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 2,343 | 745 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 2,342 | 744 | 0.03% | 0.03% | 500 | -100 | -4.1% | Q1 2026 | May 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,303 | 735 | 0.04% | 0.03% | 501 | +199 | 9.46% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,308 | 733 | 0.01% | 0.01% | 502 | -340 | -12.84% | Q1 2026 | May 11, 2026 |
| Asset Management Group, Inc. | History | Reduced | 2,299 | 731 | 0.12% | 0.13% | 503 | -73 | -3.08% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,297 | 730 | 0.02% | 0.02% | 504 | +7 | 0.31% | Q1 2026 | Apr 21, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 2,291 | 728 | 0.21% | 1.92% | 505 | -17,239 | -88.27% | Q1 2026 | May 14, 2026 |
| Concorde Asset Management, LLC | History | No change | 2,122 | 727 | 0.29% | 0.29% | 506 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,258 | 723 | 0.06% | 0.07% | 507 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Blue Capital, Inc. | History | Added to | 2,249 | 715 | 0.47% | 0.52% | 508 | +124 | 5.84% | Q1 2026 | Apr 24, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 2,247 | 714 | 0.17% | 0.18% | 509 | -43 | -1.88% | Q1 2026 | May 13, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 2,230 | 709 | 0.11% | 0.11% | 510 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 2,205 | 701 | 0.12% | 0.15% | 512 | -59 | -2.61% | Q1 2026 | Apr 09, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 2,207 | 701 | 0.28% | 0.3% | 511 | +6 | 0.27% | Q1 2026 | Apr 24, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 2,200 | 699 | 0.1% | 0.14% | 513 | -514 | -18.94% | Q1 2026 | May 13, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 2,180 | 693 | 0.4% | 0.45% | 514 | -104 | -4.55% | Q1 2026 | Apr 29, 2026 |
| Tudor Financial Inc. | History | No change | 2,175 | 691 | 0.35% | 0.38% | 515 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 2,164 | 688 | 0.43% | 2.43% | 516 | -9,047 | -80.7% | Q1 2026 | Apr 07, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 2,159 | 686 | 0.25% | 0.29% | 517 | +1 | 0.05% | Q1 2026 | Apr 14, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 2,156 | 685 | 0.2% | 0.2% | 518 | +3 | 0.14% | Q1 2026 | Apr 10, 2026 |
| Portland Global Advisors LLC | History | No change | 2,147 | 682 | 0.07% | 0.08% | 519 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 2,500 | 677 | 0.21% | 0.4% | 520 | -3,766 | -60.1% | Q1 2026 | Apr 23, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 2,125 | 675 | 0.2% | 0.26% | 521 | -367 | -14.73% | Q1 2026 | May 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 2,121 | 674 | 0.09% | — | 522 | +2,121 | New | Q1 2026 | May 08, 2026 |
| Bawa N Mallick Trust | History | No change | 2,099 | 667 | 0.27% | 0.27% | 523 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,095 | 666 | 0.03% | 0.13% | 524 | -6,056 | -74.3% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,093 | 665 | 0.03% | 0.03% | 525 | -129 | -5.81% | Q1 2026 | May 12, 2026 |
| Capital Square, LLC | History | Reduced | 1,882 | 663 | 0.31% | 0.49% | 526 | -940 | -33.31% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,079 | 661 | 0.08% | — | 527 | +2,079 | New | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | New | 2,075 | 659 | 0.06% | — | 528 | +2,075 | New | Q1 2026 | Apr 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 2,065 | 656 | 0.05% | 0.17% | 529 | -4,227 | -67.18% | Q1 2026 | Apr 27, 2026 |
| Madson Wealth Advisors Inc | History | New | 2,040 | 648 | 0.54% | — | 530 | +2,040 | New | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Reduced | 2,034 | 647 | 0.03% | 0.03% | 531 | -83 | -3.92% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 2,019 | 642 | 0.01% | 0.05% | 532 | -8,751 | -81.25% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Added to | 2,083 | 642 | 0.03% | 0.03% | 533 | +94 | 4.73% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,008 | 638 | 0.0% | 0.0% | 534 | -343 | -14.59% | Q1 2026 | Apr 30, 2026 |
| Paulson Wealth Management Inc. | History | No change | 2,000 | 636 | 0.15% | 0.16% | 535 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,986 | 631 | 0.0% | 0.0% | 536 | +1,669 | 526.5% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,982 | 630 | 0.03% | 0.04% | 537 | +39 | 2.01% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 1,966 | 625 | 0.02% | 0.02% | 538 | -28 | -1.4% | Q1 2026 | Apr 06, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,963 | 624 | 0.0% | 0.0% | 539 | -3 | -0.15% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,924 | 611 | 0.09% | 0.1% | 540 | -117 | -5.73% | Q1 2026 | May 11, 2026 |
| Baron Wealth Management LLC | History | Reduced | 1,920 | 610 | 0.18% | 0.24% | 541 | -316 | -14.13% | Q1 2026 | Apr 16, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,916 | 609 | 1.27% | 1.4% | 542 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,909 | 607 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 1,835 | 606 | 0.04% | 0.64% | 545 | -23,375 | -92.72% | Q1 2026 | May 05, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,906 | 606 | 0.11% | 0.13% | 544 | -101 | -5.03% | Q1 2026 | Apr 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,896 | 603 | 0.01% | 0.08% | 547 | -10,718 | -84.97% | Q1 2026 | Apr 17, 2026 |
| ICONIQ Capital, LLC | History | Added to | 1,897 | 603 | 0.01% | 0.01% | 546 | +1 | 0.05% | Q1 2026 | May 14, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 1,892 | 601 | 0.33% | 0.24% | 549 | +790 | 71.69% | Q1 2026 | Apr 16, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 1,891 | 601 | 0.07% | 0.07% | 548 | -12 | -0.63% | Q1 2026 | Apr 23, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,880 | 597 | 0.34% | — | 551 | +1,880 | New | Q1 2026 | May 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 1,878 | 597 | 0.0% | 0.0% | 550 | +134 | 7.68% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,870 | 594 | 0.01% | 0.01% | 552 | +143 | 8.28% | Q1 2026 | May 06, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 1,858 | 590 | 0.31% | 1.86% | 554 | -10,706 | -85.21% | Q1 2026 | Apr 21, 2026 |
| Curi Capital, LLC | History | Reduced | 1,856 | 590 | 0.01% | 0.01% | 553 | -71 | -3.68% | Q1 2026 | May 15, 2026 |
| BLB&B Advisors, LLC | History | No change | 1,852 | 589 | 0.02% | 0.03% | 555 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Added to | 1,848 | 587 | 0.02% | 0.02% | 556 | +60 | 3.36% | Q1 2026 | May 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 1,842 | 586 | 0.15% | 0.14% | 557 | +247 | 15.49% | Q1 2026 | May 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 1,842 | 585 | 0.01% | 0.18% | 559 | -9,303 | -83.47% | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,840 | 585 | 0.0% | 0.0% | 558 | -305 | -14.22% | Q1 2026 | May 14, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 1,833 | 583 | 0.24% | 0.18% | 561 | +341 | 22.86% | Q1 2026 | Apr 20, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 1,833 | 583 | 0.55% | 0.51% | 560 | +285 | 18.41% | Q1 2026 | May 04, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 1,827 | 581 | 0.42% | 0.5% | 562 | -120 | -6.16% | Q1 2026 | Apr 10, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 1,827 | 580 | 0.47% | 0.41% | 565 | +297 | 19.41% | Q1 2026 | May 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 1,825 | 580 | 0.16% | 0.17% | 563 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 1,824 | 580 | 0.06% | 0.06% | 564 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 1,684 | 577 | 0.04% | 0.04% | 566 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 1,786 | 568 | 0.2% | 0.21% | 567 | -203 | -10.21% | Q1 2026 | Apr 20, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 1,783 | 567 | 0.35% | 0.48% | 568 | -278 | -13.49% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 1,774 | 564 | 0.03% | 0.03% | 569 | +35 | 2.01% | Q1 2026 | Apr 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,767 | 562 | 0.03% | 0.03% | 570 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Weaver Consulting Group | History | Reduced | 1,764 | 561 | 0.13% | 0.15% | 572 | -25 | -1.4% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 1,765 | 561 | 0.02% | 0.02% | 571 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sageworth Trust Co | History | No change | 1,748 | 555 | 0.02% | 0.03% | 573 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 1,740 | 553 | 0.14% | 2.25% | 574 | -20,788 | -92.28% | Q1 2026 | May 08, 2026 |
| Oldfather Financial Services, LLC | History | No change | 1,611 | 552 | 0.16% | 0.16% | 575 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 1,733 | 551 | 0.1% | 0.11% | 576 | -12 | -0.69% | Q1 2026 | Apr 30, 2026 |
| Aspen Investment Management Inc | History | Added to | 1,712 | 545 | 0.17% | 0.18% | 577 | +12 | 0.71% | Q1 2026 | Apr 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 1,705 | 542 | 0.02% | 0.02% | 578 | +1 | 0.06% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 1,703 | 541 | 0.05% | 0.05% | 579 | +99 | 6.17% | Q1 2026 | Apr 24, 2026 |
| Waterway Wealth Management, LLC | History | New | 1,700 | 540 | 0.12% | — | 582 | +1,700 | New | Q1 2026 | Apr 21, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 1,698 | 540 | 0.25% | 0.32% | 580 | -400 | -19.07% | Q1 2026 | Apr 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 1,699 | 540 | 0.18% | 0.2% | 581 | -94 | -5.24% | Q1 2026 | May 05, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 1,668 | 530 | 1.65% | — | 583 | +1,668 | New | Q1 2026 | May 08, 2026 |
| Willis Investment Counsel | History | No change | 1,654 | 526 | 0.03% | 0.03% | 584 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,645 | 523 | 0.05% | 0.05% | 585 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| United Asset Strategies, Inc. | History | No change | 1,643 | 522 | 0.04% | 0.04% | 586 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,636 | 520 | 0.01% | 0.01% | 587 | +942 | 135.73% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 1,629 | 518 | 0.09% | 4.44% | 588 | -81,813 | -98.05% | Q1 2026 | Apr 22, 2026 |
| Americana Partners, LLC | History | Added to | 1,621 | 515 | 0.01% | 0.01% | 590 | +690 | 74.11% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | No change | 1,620 | 515 | 0.0% | 0.01% | 589 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OFS Enterprise LLC | History | New | 1,611 | 512 | 0.15% | — | 593 | +1,611 | New | Q1 2026 | Apr 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,610 | 512 | 0.03% | 0.03% | 591 | -253 | -13.58% | Q1 2026 | Apr 17, 2026 |
| High Probability Advisors, LLC | History | No change | 1,610 | 512 | 0.07% | 0.07% | 592 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 1,607 | 511 | 0.03% | 0.04% | 594 | -28 | -1.71% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Reduced | 1,605 | 510 | 0.01% | 0.16% | 595 | -38,183 | -95.97% | Q1 2026 | Apr 16, 2026 |
| BDFS Capital LLC | History | Reduced | 1,603 | 509 | 0.24% | 0.31% | 596 | -199 | -11.04% | Q1 2026 | Apr 15, 2026 |
| Advisors Preferred, LLC | History | New | 1,600 | 508 | 0.07% | — | 597 | +1,600 | New | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,575 | 501 | 0.0% | 1.22% | 598 | -1,010,768 | -99.84% | Q1 2026 | Apr 29, 2026 |
| King Wealth Management Group | History | Reduced | 1,570 | 499 | 0.06% | 0.07% | 599 | -26 | -1.63% | Q1 2026 | May 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 1,556 | 494 | 0.0% | 0.0% | 600 | +172 | 12.43% | Q1 2026 | May 14, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 1,542 | 490 | 0.28% | — | 601 | +1,542 | New | Q1 2026 | May 11, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | New | 4,000 | 488 | 0.21% | — | 602 | +4,000 | New | Q1 2026 | Apr 28, 2026 |
| Old Port Advisors | History | Added to | 1,530 | 486 | 0.11% | 0.11% | 603 | +177 | 13.08% | Q1 2026 | Apr 06, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 1,510 | 480 | 0.01% | 0.93% | 604 | -81,703 | -98.19% | Q1 2026 | May 05, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 1,465 | 465 | 0.19% | 0.21% | 605 | -73 | -4.75% | Q1 2026 | May 05, 2026 |
| LongView Wealth Management | History | Reduced | 1,356 | 462 | 0.12% | 0.19% | 606 | -926 | -40.58% | Q1 2026 | Apr 15, 2026 |
| Maia Wealth LLC | History | Reduced | 1,453 | 462 | 0.08% | 0.1% | 607 | -321 | -18.09% | Q1 2026 | May 08, 2026 |
| MA Private Wealth | History | No change | 1,450 | 461 | 0.08% | 0.08% | 608 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 1,449 | 460 | 0.05% | 0.05% | 609 | +6 | 0.42% | Q1 2026 | Apr 08, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 1,440 | 458 | 0.08% | 0.09% | 610 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 1,437 | 457 | 0.0% | 0.0% | 611 | +1,060 | 281.17% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,438 | 457 | 0.01% | 0.01% | 612 | +1 | 0.07% | Q1 2026 | Apr 17, 2026 |
| ASL Financial, LLC | History | Added to | 1,419 | 451 | 0.36% | 0.27% | 614 | +420 | 42.04% | Q1 2026 | Apr 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 1,420 | 451 | 0.01% | 0.01% | 613 | +134 | 10.42% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 1,412 | 449 | 0.02% | 0.02% | 615 | -34 | -2.35% | Q1 2026 | Apr 28, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,394 | 443 | 0.02% | 0.02% | 616 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sonoma Allocations LLC | History | Reduced | 1,376 | 442 | 0.15% | 0.17% | 617 | -138 | -9.11% | Q1 2026 | May 19, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 1,381 | 439 | 0.11% | 0.12% | 618 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 1,374 | 437 | 0.05% | 3.03% | 619 | -77,530 | -98.26% | Q1 2026 | Apr 15, 2026 |
| BostonPremier Wealth LLC | History | Added to | 1,376 | 437 | 0.23% | 0.24% | 620 | +3 | 0.22% | Q1 2026 | Apr 10, 2026 |
| PAX Financial Group, LLC | History | Reduced | 1,372 | 436 | 0.07% | 3.49% | 621 | -57,645 | -97.68% | Q1 2026 | Apr 27, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 1,362 | 433 | 0.26% | 0.22% | 623 | +249 | 22.37% | Q1 2026 | Apr 30, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 1,362 | 433 | 0.26% | 0.23% | 622 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Balance Wealth, LLC | History | Reduced | 1,356 | 431 | 0.13% | 0.15% | 624 | -14 | -1.02% | Q1 2026 | Apr 20, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 1,350 | 429 | 0.14% | 0.26% | 625 | -937 | -40.97% | Q1 2026 | May 04, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 1,347 | 428 | 0.08% | 4.18% | 626 | -62,906 | -97.9% | Q1 2026 | Apr 13, 2026 |
| Providence First Trust Co | History | Reduced | 1,337 | 425 | 0.15% | 0.7% | 627 | -4,568 | -77.36% | Q1 2026 | May 04, 2026 |
| Focused Wealth Management, Inc | History | No change | 1,334 | 424 | 0.04% | 0.05% | 628 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Reduced | 1,331 | 423 | 0.01% | 0.17% | 629 | -29,652 | -95.7% | Q1 2026 | Apr 27, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 1,329 | 422 | 0.03% | 0.81% | 630 | -28,493 | -95.54% | Q1 2026 | May 15, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 1,329 | 422 | 0.33% | 0.33% | 631 | +47 | 3.67% | Q1 2026 | Apr 20, 2026 |
| SPINNAKER TRUST | History | No change | 1,324 | 421 | 0.02% | 0.02% | 632 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 1,321 | 420 | 0.06% | 0.34% | 633 | -4,924 | -78.85% | Q1 2026 | May 06, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 1,320 | 419 | 0.07% | 0.08% | 634 | -39 | -2.87% | Q1 2026 | May 12, 2026 |
| ADE, LLC | History | Added to | 1,320 | 419 | 0.2% | 0.22% | 635 | +1 | 0.08% | Q1 2026 | May 14, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 1,308 | 416 | 0.34% | 0.38% | 636 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keystone Financial Services | History | Reduced | 1,300 | 413 | 0.12% | 5.16% | 637 | -48,514 | -97.39% | Q1 2026 | May 06, 2026 |
| Bricktown Capital, LLC | History | No change | 1,294 | 411 | 0.08% | 0.07% | 638 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Betterment LLC | History | Added to | 1,290 | 410 | 0.0% | 0.0% | 640 | +345 | 36.51% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,290 | 410 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 1,284 | 408 | 0.18% | 0.19% | 641 | -8 | -0.62% | Q1 2026 | May 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 1,281 | 407 | 0.03% | 0.03% | 642 | +71 | 5.87% | Q1 2026 | Apr 16, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 1,275 | 405 | 0.02% | 0.02% | 643 | +3 | 0.24% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 1,265 | 402 | 0.1% | 0.29% | 644 | -1,900 | -60.03% | Q1 2026 | Apr 29, 2026 |
| Michels Family Financial, LLC | History | Added to | 1,258 | 400 | 0.29% | 0.28% | 646 | +133 | 11.82% | Q1 2026 | Apr 24, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 1,258 | 400 | 0.03% | 0.03% | 645 | -17 | -1.33% | Q1 2026 | Apr 09, 2026 |
| Seneca House Advisors | History | Added to | 1,224 | 389 | 0.15% | 0.16% | 647 | +1 | 0.08% | Q1 2026 | May 01, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 1,226 | 389 | 0.03% | 0.03% | 648 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 1,215 | 386 | 0.04% | 0.05% | 649 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 1,212 | 385 | 0.02% | 0.02% | 650 | -69 | -5.39% | Q1 2026 | Apr 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,211 | 385 | 0.04% | 0.05% | 651 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,207 | 384 | 0.02% | 0.02% | 652 | +45 | 3.87% | Q1 2026 | May 18, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 1,210 | 384 | 0.18% | 0.18% | 653 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Reduced | 1,204 | 383 | 0.03% | 0.07% | 654 | -1,415 | -54.03% | Q1 2026 | Apr 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 1,204 | 382 | 0.01% | 0.01% | 655 | -326 | -21.31% | Q1 2026 | Apr 29, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,202 | 382 | 0.04% | 0.05% | 656 | +1 | 0.08% | Q1 2026 | May 08, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 1,200 | 381 | 0.03% | 0.03% | 657 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Reduced | 1,194 | 379 | 0.12% | 0.12% | 658 | -203 | -14.53% | Q1 2026 | May 13, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 1,189 | 378 | 0.05% | 0.15% | 659 | -2,040 | -63.18% | Q1 2026 | Apr 21, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 1,182 | 376 | 0.22% | 0.23% | 660 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 1,023 | 375 | 0.01% | 0.01% | 661 | +1 | 0.1% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Added to | 1,178 | 374 | 0.0% | 0.0% | 662 | +114 | 10.71% | Q1 2026 | May 01, 2026 |
| PCM Encore, LLC | History | New | 1,173 | 373 | 0.08% | — | 664 | +1,173 | New | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | No change | 1,173 | 373 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 1,170 | 372 | 0.23% | 0.25% | 665 | +3 | 0.26% | Q1 2026 | Apr 21, 2026 |
| High Note Wealth, LLC | History | No change | 1,166 | 370 | 0.07% | 0.08% | 666 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 1,161 | 369 | 0.2% | 0.22% | 667 | -42 | -3.49% | Q1 2026 | Apr 30, 2026 |
| Bison Wealth, LLC | History | Reduced | 980 | 363 | 0.04% | 0.04% | 668 | -65 | -6.22% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,134 | 360 | 0.01% | 0.07% | 669 | -4,107 | -78.36% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 1,132 | 360 | 0.04% | — | 670 | +1,132 | New | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,011 | 359 | 0.0% | 0.0% | 671 | +607 | 150.25% | Q1 2026 | May 06, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 1,109 | 355 | 0.06% | 0.06% | 672 | +47 | 4.43% | Q1 2026 | May 08, 2026 |
| Ballentine Partners, LLC | History | No change | 1,110 | 353 | 0.0% | 0.01% | 673 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cannell & Spears LLC | History | No change | 1,111 | 353 | 0.01% | 0.01% | 674 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOS Asset Management, LLC | History | No change | 1,107 | 352 | 0.09% | 0.1% | 675 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Reduced | 1,102 | 350 | 0.16% | 0.2% | 676 | -269 | -19.62% | Q1 2026 | May 05, 2026 |
| Schaeffer Financial LLC | History | Added to | 1,100 | 349 | 0.29% | 0.21% | 678 | +397 | 56.47% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,098 | 349 | 0.02% | 0.03% | 677 | -14 | -1.26% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,096 | 348 | 0.01% | 0.01% | 679 | +47 | 4.48% | Q1 2026 | Apr 15, 2026 |
| Asset Dedication, LLC | History | No change | 1,012 | 347 | 0.02% | 0.02% | 680 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JB Capital LLC | History | Reduced | 1,089 | 346 | 0.01% | 5.14% | 683 | -366,061 | -99.7% | Q1 2026 | Apr 27, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 1,089 | 346 | 0.05% | 1.36% | 682 | -29,589 | -96.45% | Q1 2026 | Apr 27, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 1,090 | 346 | 0.22% | 3.04% | 681 | -13,277 | -92.41% | Q1 2026 | Apr 15, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 1,082 | 344 | 0.22% | 0.23% | 684 | -13 | -1.19% | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,084 | 344 | 0.07% | 0.08% | 685 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 1,077 | 342 | 0.01% | 0.01% | 686 | -298 | -21.67% | Q1 2026 | May 08, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 1,072 | 340 | 0.26% | 5.81% | 687 | -20,429 | -95.01% | Q1 2026 | Apr 28, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 1,066 | 339 | 0.03% | 0.03% | 688 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Optas, LLC | History | No change | 1,066 | 339 | 0.05% | 0.06% | 689 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Dorato Capital Management | History | No change | 1,012 | 334 | 0.25% | 0.26% | 690 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 1,049 | 333 | 0.02% | 0.08% | 692 | -1,878 | -64.16% | Q1 2026 | Apr 17, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,050 | 333 | 0.03% | 0.03% | 691 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | No change | 1,038 | 330 | 0.01% | 0.02% | 693 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | No change | 1,024 | 329 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Balefire, LLC | History | New | 12,915 | 327 | 0.06% | — | 695 | +12,915 | New | Q1 2026 | May 07, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 1,026 | 326 | 0.08% | 0.08% | 696 | +4 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Serenity Investment Advisors | History | No change | 947 | 326 | 0.19% | 0.19% | 697 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| Haven Private, LLC | History | Reduced | 1,024 | 325 | 0.14% | 0.15% | 698 | -2 | -0.19% | Q1 2026 | May 05, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 1,010 | 321 | 0.02% | 0.02% | 699 | -91 | -8.27% | Q1 2026 | Apr 21, 2026 |
| Cambridge Financial Group, LLC | History | No change | 1,012 | 321 | 0.11% | 0.1% | 700 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 1,006 | 319 | 0.04% | 0.04% | 701 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 1,000 | 318 | 0.03% | 0.04% | 702 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 989 | 314 | 0.15% | 7.18% | 703 | -42,710 | -97.74% | Q1 2026 | Apr 24, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 980 | 311 | 0.02% | 0.02% | 704 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 979 | 311 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 975 | 310 | 0.18% | 0.2% | 706 | -50 | -4.88% | Q1 2026 | Apr 10, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 972 | 309 | 0.17% | 0.27% | 707 | -450 | -31.65% | Q1 2026 | Apr 29, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 963 | 306 | 0.11% | 0.28% | 709 | -1,236 | -56.21% | Q1 2026 | Apr 27, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 965 | 306 | 0.05% | 0.05% | 708 | -70 | -6.76% | Q1 2026 | Apr 08, 2026 |
| CLG LLC | History | Added to | 962 | 305 | 0.08% | 0.08% | 710 | +3 | 0.31% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 948 | 303 | 0.01% | 0.18% | 711 | -27,502 | -96.67% | Q1 2026 | May 14, 2026 |
| HANOVER ADVISORS INC | History | No change | 950 | 302 | 0.12% | 0.13% | 712 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Added to | 945 | 300 | 0.01% | 0.01% | 713 | +302 | 46.97% | Q1 2026 | May 11, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 945 | 300 | 0.19% | 0.23% | 715 | -114 | -10.76% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 944 | 300 | 0.07% | 0.07% | 714 | +73 | 8.38% | Q1 2026 | May 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 943 | 299 | 0.01% | 0.0% | 716 | +228 | 31.89% | Q1 2026 | May 04, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 940 | 298 | 0.06% | 0.07% | 717 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Squared Financial LLC | History | Added to | 935 | 297 | 0.23% | 0.25% | 719 | +2 | 0.21% | Q1 2026 | May 01, 2026 |
| FLC Capital Advisors | History | No change | 936 | 297 | 0.05% | 0.06% | 718 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | Added to | 928 | 295 | 0.0% | 0.0% | 720 | +115 | 14.15% | Q1 2026 | May 15, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 926 | 294 | 0.09% | 0.06% | 721 | +325 | 54.08% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | Reduced | 926 | 294 | 0.03% | 0.03% | 722 | -30 | -3.14% | Q1 2026 | May 07, 2026 |
| Chatterton & Associates Inc. | History | Added to | 878 | 292 | 0.2% | 0.18% | 725 | +250 | 39.81% | Q1 2026 | Apr 20, 2026 |
| Welch Group, LLC | History | No change | 920 | 292 | 0.01% | 0.01% | 723 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 921 | 292 | 0.02% | 0.02% | 724 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Elevated Financial Group LLC | History | Reduced | 915 | 291 | 0.09% | 5.11% | 727 | -42,118 | -97.87% | Q1 2026 | May 11, 2026 |
| FIRST MERCHANTS CORP | History | No change | 915 | 291 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 913 | 290 | 0.02% | 0.02% | 728 | +11 | 1.22% | Q1 2026 | Apr 27, 2026 |
| KPP Advisory Services LLC | History | No change | 913 | 290 | 0.04% | 0.05% | 729 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Architects, LLC | History | No change | 900 | 286 | 0.03% | 0.03% | 730 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 836 | 286 | 0.02% | 0.02% | 731 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Payne Capital Management, LLC | History | No change | 900 | 286 | 0.09% | 0.1% | 732 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clare Market Investments LLC | History | New | 895 | 284 | 0.06% | — | 735 | +895 | New | Q1 2026 | Apr 29, 2026 |
| GreatBanc Trust CO | History | Reduced | 893 | 284 | 0.2% | 0.22% | 733 | -22 | -2.4% | Q1 2026 | Apr 30, 2026 |
| Garde Capital, Inc. | History | No change | 896 | 284 | 0.02% | 0.02% | 734 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 892 | 283 | 0.09% | 1.99% | 736 | -18,290 | -95.35% | Q1 2026 | Apr 15, 2026 |
| Global Wealth Management, LLC | History | No change | 887 | 282 | 0.15% | 0.16% | 737 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 884 | 281 | 0.01% | 0.01% | 738 | -73 | -7.63% | Q1 2026 | Apr 09, 2026 |
| Arjuna Capital | History | New | 880 | 279 | 0.07% | — | 740 | +880 | New | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 816 | 279 | 0.01% | 0.01% | 739 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 872 | 277 | 0.02% | 0.21% | 742 | -8,250 | -90.44% | Q1 2026 | Apr 20, 2026 |
| Plan Group Financial, LLC | History | New | 872 | 277 | 0.06% | — | 744 | +872 | New | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 871 | 277 | 0.02% | 0.02% | 741 | -32 | -3.54% | Q1 2026 | Apr 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 873 | 277 | 0.02% | 0.02% | 743 | +2 | 0.23% | Q1 2026 | Apr 17, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 871 | 276 | 0.01% | 0.02% | 745 | -600 | -40.79% | Q1 2026 | Apr 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 871 | 276 | 0.2% | 0.23% | 747 | -16 | -1.8% | Q1 2026 | May 19, 2026 |
| Essex Bank | History | No change | 870 | 276 | 0.06% | 0.06% | 746 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 867 | 275 | 0.18% | 0.18% | 748 | -9 | -1.03% | Q1 2026 | Apr 15, 2026 |
| Advance Capital Management, Inc. | History | Added to | 864 | 274 | 0.01% | 0.01% | 749 | +1 | 0.12% | Q1 2026 | Apr 29, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 862 | 274 | 0.12% | 0.12% | 750 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BIP Wealth, LLC | History | Reduced | 856 | 272 | 0.01% | 0.01% | 751 | -8 | -0.93% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 856 | 272 | 0.15% | 0.19% | 752 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 855 | 271 | 0.06% | 0.07% | 753 | -33 | -3.72% | Q1 2026 | Apr 20, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 850 | 270 | 0.09% | 3.1% | 754 | -24,683 | -96.67% | Q1 2026 | May 14, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 840 | 267 | 0.17% | 0.5% | 756 | -1,082 | -56.3% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 840 | 267 | 0.02% | 0.02% | 755 | +18 | 2.19% | Q1 2026 | May 05, 2026 |
| ENZI WEALTH | History | No change | 834 | 265 | 0.09% | 0.1% | 757 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 826 | 262 | 0.21% | 4.3% | 760 | -13,653 | -94.3% | Q1 2026 | May 11, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 852 | 262 | 0.02% | 0.02% | 758 | -111 | -11.53% | Q1 2026 | May 14, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 760 | 262 | 0.17% | 0.17% | 759 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 823 | 261 | 0.04% | 0.05% | 761 | +13 | 1.6% | Q1 2026 | May 05, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 808 | 257 | 0.01% | 0.02% | 762 | -730 | -47.46% | Q1 2026 | May 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 807 | 256 | 0.02% | 0.09% | 763 | -2,407 | -74.89% | Q1 2026 | May 13, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 804 | 255 | 0.07% | 0.08% | 764 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WBH ADVISORY INC | History | No change | 794 | 254 | 0.02% | 0.02% | 765 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 794 | 252 | 0.0% | 0.03% | 766 | -7,653 | -90.6% | Q1 2026 | May 12, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 792 | 251 | 0.08% | 0.08% | 767 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McGuire Investment Group, LLC | History | No change | 789 | 250 | 0.03% | 0.03% | 768 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WealthCollab, LLC | History | No change | 787 | 250 | 0.1% | 0.11% | 769 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Suncoast Equity Management | History | No change | 785 | 249 | 0.03% | 0.03% | 770 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 780 | 248 | 0.01% | 0.02% | 771 | -70 | -8.24% | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | No change | 775 | 246 | 0.01% | 0.01% | 772 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pictet North America Advisors SA | History | No change | 765 | 243 | 0.02% | 0.02% | 773 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Heritage Financial Services, LLC | History | No change | 711 | 243 | 0.02% | 0.02% | 774 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TritonPoint Partners, LLC | History | New | 762 | 242 | 0.09% | — | 775 | +762 | New | Q1 2026 | Apr 28, 2026 |
| American Financial Advisors, LLC | History | Added to | 756 | 240 | 0.03% | 0.03% | 776 | +3 | 0.4% | Q1 2026 | May 13, 2026 |
| Performance Wealth Partners, LLC | History | No change | 756 | 240 | 0.01% | 0.01% | 777 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LWM Advisory Services, LLC | History | Added to | 753 | 239 | 0.26% | 0.13% | 778 | +116 | 18.21% | Q1 2026 | Apr 28, 2026 |
| Junk Investment Group, LLC | History | New | 750 | 238 | 0.12% | — | 780 | +750 | New | Q1 2026 | May 08, 2026 |
| Arlington Trust Co LLC | History | Reduced | 750 | 238 | 0.02% | 0.03% | 779 | -100 | -11.76% | Q1 2026 | Apr 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 747 | 237 | 0.01% | — | 784 | +747 | New | Q1 2026 | Apr 16, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 748 | 237 | 0.25% | 0.25% | 782 | -45 | -5.67% | Q1 2026 | May 15, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 748 | 237 | 0.11% | 0.13% | 783 | -35 | -4.47% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 747 | 237 | 0.0% | 0.0% | 781 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | New | 685 | 236 | 0.01% | — | 786 | +685 | New | Q1 2026 | Apr 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 744 | 236 | 0.01% | 0.01% | 785 | -494 | -39.9% | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 739 | 235 | 0.01% | 0.12% | 788 | -5,328 | -87.82% | Q1 2026 | Apr 09, 2026 |
| TCP Asset Management, LLC | History | No change | 740 | 235 | 0.03% | 0.04% | 787 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 738 | 234 | 0.04% | 0.04% | 789 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 669 | 234 | 0.04% | 0.04% | 790 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 734 | 233 | 0.02% | 0.02% | 791 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 730 | 232 | 0.01% | 0.01% | 792 | -143 | -16.38% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 725 | 230 | 0.01% | 0.01% | 794 | -53 | -6.81% | Q1 2026 | Apr 28, 2026 |
| Indie Asset Partners, LLC | History | Added to | 726 | 230 | 0.26% | 0.27% | 795 | +25 | 3.57% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 724 | 230 | 0.01% | 0.01% | 793 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 721 | 229 | 0.02% | 0.08% | 796 | -2,074 | -74.2% | Q1 2026 | Apr 30, 2026 |
| Chicago Capital, LLC | History | New | 722 | 229 | 0.01% | — | 797 | +722 | New | Q1 2026 | Apr 23, 2026 |
| DDD Partners, LLC | History | No change | 714 | 227 | 0.02% | 0.02% | 798 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 707 | 224 | 0.09% | — | 801 | +707 | New | Q1 2026 | Apr 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 705 | 224 | 0.01% | 0.02% | 799 | -251 | -26.26% | Q1 2026 | May 11, 2026 |
| Cassilly Financial Group LLC | History | Added to | 705 | 224 | 0.19% | 0.19% | 800 | +73 | 11.55% | Q1 2026 | Apr 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 704 | 223 | 0.01% | 0.56% | 802 | -13,963 | -95.2% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | New | 700 | 222 | 0.0% | — | 806 | +700 | New | Q1 2026 | May 14, 2026 |
| ZEGA Investments, LLC | History | Added to | 701 | 222 | 0.02% | 0.02% | 805 | +115 | 19.62% | Q1 2026 | May 08, 2026 |
| THOMAS STORY & SON LLC | History | Reduced | 700 | 222 | 0.09% | 0.1% | 803 | -50 | -6.67% | Q1 2026 | May 05, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 701 | 222 | 0.07% | 0.07% | 804 | +2 | 0.29% | Q1 2026 | Apr 13, 2026 |
| FOSTER & MOTLEY INC | History | No change | 696 | 221 | 0.01% | 0.01% | 807 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cypress Capital Group | History | No change | 695 | 221 | 0.02% | 0.03% | 808 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 697 | 221 | 0.01% | 0.01% | 809 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 693 | 220 | 0.05% | 0.06% | 811 | +2 | 0.29% | Q1 2026 | May 01, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 692 | 220 | 0.04% | 0.05% | 810 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | Added to | 691 | 219 | 0.0% | 0.0% | 812 | +4 | 0.58% | Q1 2026 | May 01, 2026 |
| WNY Asset Management, LLC | History | New | 686 | 218 | 0.02% | — | 814 | +686 | New | Q1 2026 | May 22, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 685 | 218 | 0.02% | 0.02% | 813 | +1 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | New | 684 | 217 | 0.02% | — | 815 | +684 | New | Q1 2026 | May 07, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 680 | 216 | 0.08% | 0.08% | 816 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 678 | 215 | 0.01% | 0.11% | 818 | -8,437 | -92.56% | Q1 2026 | Apr 07, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 678 | 215 | 0.03% | 0.04% | 820 | +2 | 0.3% | Q1 2026 | May 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 676 | 215 | 0.02% | 0.03% | 817 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pacific Sage Partners, LLC | History | No change | 679 | 215 | 0.03% | 0.04% | 819 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 667 | 212 | 0.01% | 0.02% | 823 | -246 | -26.94% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 667 | 212 | 0.0% | 0.01% | 821 | -145 | -17.86% | Q1 2026 | May 15, 2026 |
| Capital Advantage, Inc. | History | No change | 667 | 212 | 0.03% | 0.03% | 822 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Asset One Wealth Management LLC | History | New | 611 | 211 | 0.02% | — | 825 | +611 | New | Q1 2026 | May 12, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 666 | 211 | 0.11% | 0.13% | 824 | -101 | -13.17% | Q1 2026 | Apr 28, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 663 | 210 | 0.01% | 0.01% | 826 | -900 | -57.58% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | New | 661 | 210 | 0.01% | — | 828 | +661 | New | Q1 2026 | May 13, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 662 | 210 | 0.08% | 0.09% | 827 | +13 | 2.0% | Q1 2026 | Apr 29, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 651 | 207 | 0.05% | 0.09% | 829 | -335 | -33.98% | Q1 2026 | Apr 09, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 650 | 206 | 0.0% | 0.0% | 830 | -370 | -36.27% | Q1 2026 | May 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 645 | 205 | 0.03% | 0.03% | 831 | +1 | 0.16% | Q1 2026 | Apr 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 642 | 204 | 0.01% | 0.01% | 833 | +2 | 0.31% | Q1 2026 | May 11, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 644 | 204 | 0.06% | 0.06% | 832 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 640 | 203 | 0.01% | 0.29% | 834 | -13,332 | -95.42% | Q1 2026 | Apr 30, 2026 |
| DUTCH ASSET Corp | History | No change | 639 | 203 | 0.14% | 0.17% | 835 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 631 | 200 | 0.05% | — | 836 | +631 | New | Q1 2026 | Apr 09, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 601 | 191 | 0.0% | — | 837 | +601 | New | Q1 2026 | May 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 600 | 190 | 0.1% | 0.08% | 838 | +200 | 50.0% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 592 | 188 | 0.01% | 0.01% | 839 | -31 | -4.98% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 590 | 187 | 0.03% | 0.04% | 840 | +43 | 7.86% | Q1 2026 | May 11, 2026 |
| WEST PACES ADVISORS INC. | History | New | 585 | 186 | 0.04% | — | 841 | +585 | New | Q1 2026 | May 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 557 | 177 | 0.02% | 0.02% | 842 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | Added to | 544 | 173 | 0.0% | 0.0% | 843 | +51 | 10.34% | Q1 2026 | May 14, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 522 | 166 | 0.15% | 0.15% | 844 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 449 | 160 | 0.02% | 0.61% | 845 | -10,986 | -96.07% | Q1 2026 | May 06, 2026 |
| REAP Financial Group, LLC | History | Added to | 502 | 159 | 0.03% | 0.03% | 846 | +24 | 5.02% | Q1 2026 | May 11, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 488 | 155 | 0.06% | 0.06% | 847 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Magnolia Wealth Management, LLC | History | New | 484 | 153 | 0.09% | — | 848 | +484 | New | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 476 | 151 | 0.0% | 0.01% | 849 | +9 | 1.93% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | No change | 475 | 151 | 0.05% | 0.06% | 850 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 453 | 144 | 0.01% | 0.01% | 851 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wellington Grp LLC | History | New | 417 | 132 | 0.04% | — | 852 | +417 | New | Q1 2026 | May 22, 2026 |
| Princeton Global Asset Management LLC | History | No change | 408 | 129 | 0.02% | 0.02% | 853 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 399 | 126 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 391 | 124 | 0.0% | 0.0% | 855 | +111 | 39.64% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 392 | 124 | 0.02% | 0.02% | 856 | -4 | -1.01% | Q1 2026 | Apr 21, 2026 |
| Acropolis Investment Management, LLC | History | New | 387 | 123 | 0.01% | — | 857 | +387 | New | Q1 2026 | Apr 09, 2026 |
| Balentine LLC | History | No change | 382 | 121 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 380 | 120 | 0.0% | 0.0% | 859 | +170 | 80.95% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 377 | 119 | 0.0% | — | 860 | +377 | New | Q1 2026 | May 08, 2026 |
| West Branch Capital LLC | History | Added to | 354 | 112 | 0.03% | 0.03% | 861 | +7 | 2.02% | Q1 2026 | Apr 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 333 | 105 | 0.0% | 0.0% | 862 | +100 | 42.92% | Q1 2026 | May 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 328 | 104 | 0.06% | 0.07% | 863 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 325 | 103 | 0.0% | 0.0% | 864 | -203 | -38.45% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 325 | 103 | 0.01% | 0.01% | 865 | +1 | 0.31% | Q1 2026 | Apr 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 321 | 102 | 0.03% | 3.06% | 867 | -33,879 | -99.06% | Q1 2026 | Apr 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 321 | 102 | 0.02% | 0.02% | 866 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 312 | 99 | 0.02% | 0.04% | 869 | -415 | -57.08% | Q1 2026 | May 06, 2026 |
| Global Trust Asset Management, LLC | History | No change | 312 | 99 | 0.04% | 0.04% | 868 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 300 | 95 | 0.06% | 0.06% | 870 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Planning,Inc | History | No change | 300 | 95 | 0.07% | 0.07% | 871 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Frazier Financial Advisors, LLC | History | New | 294 | 93 | 0.05% | — | 872 | +294 | New | Q1 2026 | May 05, 2026 |
| Byrne Asset Management LLC | History | Reduced | 281 | 89 | 0.05% | 0.06% | 873 | -14 | -4.75% | Q1 2026 | Apr 02, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 271 | 86 | 0.01% | — | 874 | +271 | New | Q1 2026 | May 15, 2026 |
| T3 Companies, LLC | History | New | 74,700 | 84 | 0.11% | — | 875 | +74,700 | New | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | No change | 264 | 83 | 0.01% | 0.01% | 876 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Advisors | History | No change | 255 | 81 | 0.01% | 0.01% | 877 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 254 | 80 | 0.01% | 0.0% | 878 | +250 | 6250.0% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 250 | 79 | 0.0% | 0.0% | 880 | -3,554 | -93.43% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 249 | 79 | 0.0% | 0.0% | 879 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| True Wealth Design, LLC | History | No change | 250 | 79 | 0.02% | 0.02% | 881 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ascentis Independent Advisors | History | New | 245 | 77 | 0.01% | — | 882 | +245 | New | Q1 2026 | Apr 28, 2026 |
| Collier Financial | History | Reduced | 241 | 76 | 0.06% | 0.07% | 885 | -39 | -13.93% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 242 | 76 | 0.03% | 0.03% | 884 | -4 | -1.63% | Q1 2026 | May 04, 2026 |
| GODSEY & GIBB, INC | History | No change | 242 | 76 | 0.01% | 0.01% | 883 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | Added to | 233 | 74 | 0.0% | 0.0% | 887 | +173 | 288.33% | Q1 2026 | Apr 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 233 | 74 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 228 | 72 | 0.0% | 0.0% | 888 | +135 | 145.16% | Q1 2026 | Apr 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 202 | 70 | 0.09% | 0.09% | 889 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 217 | 69 | 0.02% | 0.02% | 890 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 211 | 67 | 0.01% | 0.02% | 891 | -669 | -76.02% | Q1 2026 | Apr 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 202 | 64 | 0.01% | 0.01% | 892 | -10 | -4.72% | Q1 2026 | Apr 23, 2026 |
| Orion Capital Management LLC | History | Added to | 199 | 63 | 0.02% | 0.02% | 893 | +4 | 2.05% | Q1 2026 | May 14, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 194 | 61 | 0.14% | 0.14% | 894 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | No change | 194 | 61 | 0.04% | 0.05% | 895 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | Added to | 179 | 56 | 0.01% | 0.01% | 896 | +26 | 16.99% | Q1 2026 | May 04, 2026 |
| Clark Wealth Partners | History | Reduced | 171 | 54 | 0.04% | 0.04% | 897 | -6 | -3.39% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Reduced | 160 | 50 | 0.01% | 0.02% | 898 | -87 | -35.22% | Q1 2026 | Apr 10, 2026 |
| SFAM, LLC | History | No change | 155 | 49 | 0.05% | 0.05% | 899 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Coston, McIsaac & Partners | History | No change | 157 | 49 | 0.01% | 0.01% | 900 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Anfield Capital Management, LLC | History | No change | 148 | 47 | 0.01% | 0.02% | 901 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hilltop National Bank | History | No change | 150 | 47 | 0.01% | 0.01% | 902 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Global Assets Advisory, LLC | History | New | 146 | 46 | 0.01% | — | 903 | +146 | New | Q1 2026 | May 01, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 141 | 44 | 0.02% | 0.03% | 904 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Glassman Wealth Services | History | Reduced | 135 | 42 | 0.01% | 0.03% | 906 | -523 | -79.48% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 133 | 42 | 0.0% | 0.01% | 907 | -344 | -72.12% | Q1 2026 | May 01, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 133 | 42 | 0.03% | 0.03% | 905 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | No change | 132 | 41 | 0.0% | 0.0% | 908 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | Reduced | 127 | 40 | 0.0% | 0.0% | 909 | -5 | -3.79% | Q1 2026 | May 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 125 | 39 | 0.0% | 0.0% | 911 | -5,254 | -97.68% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 125 | 39 | 0.0% | — | 912 | +125 | New | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 123 | 39 | 0.0% | 0.0% | 910 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trust Co | History | Added to | 121 | 38 | 0.0% | 0.0% | 913 | +34 | 39.08% | Q1 2026 | Apr 13, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 118 | 37 | 0.03% | — | 914 | +118 | New | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 109 | 35 | 0.0% | 0.0% | 915 | -40 | -26.85% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | Reduced | 110 | 34 | 0.0% | 0.0% | 916 | -55 | -33.33% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 109 | 34 | 0.02% | 0.02% | 917 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 110 | 33 | 0.0% | — | 920 | +110 | New | Q1 2026 | May 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 106 | 33 | 0.0% | 0.0% | 918 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Team Financial Group, LLC | History | No change | 106 | 33 | 0.01% | 0.02% | 919 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Operose Advisors LLC | History | Reduced | 100 | 31 | 0.01% | 0.01% | 922 | -64 | -39.02% | Q1 2026 | May 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 100 | 31 | 0.01% | 0.01% | 921 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | No change | 99 | 31 | 0.01% | 0.01% | 923 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JDM Financial Group LLC | History | No change | 100 | 31 | 0.01% | 0.01% | 924 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 94 | 29 | 0.0% | 0.0% | 925 | -11 | -10.48% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 92 | 29 | 0.0% | 0.0% | 926 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 94 | 29 | 0.0% | 0.0% | 927 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 90 | 28 | 0.0% | 0.0% | 928 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TFC Financial Management, Inc. | History | No change | 90 | 28 | 0.0% | 0.0% | 929 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 88 | 27 | 0.0% | 0.0% | 930 | +68 | 340.0% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 84 | 26 | 0.01% | 0.02% | 931 | -95 | -53.07% | Q1 2026 | Apr 09, 2026 |
| Corsicana & Co. | History | No change | 97 | 26 | 0.02% | 0.02% | 932 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 80 | 25 | 0.01% | 0.44% | 933 | -3,969 | -98.02% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 81 | 25 | 0.0% | — | 935 | +81 | New | Q1 2026 | May 05, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 81 | 25 | 0.01% | 0.01% | 934 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 78 | 24 | 0.0% | 0.01% | 939 | -181 | -69.88% | Q1 2026 | Apr 24, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 77 | 24 | 0.0% | 0.0% | 936 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 76 | 24 | 0.0% | 0.0% | 937 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | No change | 77 | 24 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 76 | 24 | 0.01% | 0.01% | 940 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bank of Jackson Hole Trust | History | No change | 77 | 24 | 0.01% | 0.01% | 941 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | New | 73 | 23 | 0.0% | — | 942 | +73 | New | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 71 | 22 | 0.0% | 0.01% | 944 | -285 | -80.06% | Q1 2026 | Apr 24, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 190 | 22 | 0.04% | — | 946 | +190 | New | Q1 2026 | May 11, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 71 | 22 | 0.01% | — | 945 | +71 | New | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Added to | 70 | 22 | 0.01% | 0.01% | 943 | +20 | 40.0% | Q1 2026 | Apr 22, 2026 |
| CDKV HOLDINGS LLC | History | No change | 67 | 21 | 0.02% | 0.02% | 947 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 64 | 20 | 0.02% | — | 952 | +64 | New | Q1 2026 | Apr 16, 2026 |
| Anchor Investment Management, LLC | History | No change | 64 | 20 | 0.0% | 0.0% | 948 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Park Place Capital Corp | History | No change | 65 | 20 | 0.0% | 0.0% | 949 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Caldwell Trust Co | History | No change | 64 | 20 | 0.0% | 0.0% | 950 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 63 | 20 | 0.02% | 0.02% | 951 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 60 | 19 | 0.0% | — | 954 | +60 | New | Q1 2026 | Apr 14, 2026 |
| Nemes Rush Group LLC | History | No change | 60 | 19 | 0.0% | 0.0% | 953 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TSFG, LLC | History | Reduced | 57 | 18 | 0.0% | 0.0% | 955 | -3 | -5.0% | Q1 2026 | Apr 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 55 | 17 | 0.0% | — | 957 | +55 | New | Q1 2026 | May 12, 2026 |
| United Financial Planning Group LLC | History | No change | 56 | 17 | 0.01% | 0.01% | 956 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | No change | 51 | 16 | 0.0% | 0.0% | 958 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ransom Advisory, Ltd | History | No change | 48 | 16 | 0.01% | 0.01% | 959 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 49 | 15 | 0.0% | 0.01% | 962 | -996 | -95.31% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 49 | 15 | 0.01% | — | 964 | +49 | New | Q1 2026 | Apr 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 48 | 15 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 50 | 15 | 0.01% | 0.01% | 961 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 44 | 15 | 0.0% | 0.0% | 963 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 47 | 14 | 0.0% | — | 970 | +47 | New | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 46 | 14 | 0.01% | — | 969 | +46 | New | Q1 2026 | Apr 13, 2026 |
| Advocate Investing Services LLC | History | Added to | 45 | 14 | 0.01% | 0.0% | 967 | +36 | 400.0% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | No change | 46 | 14 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Breakwater Investment Management | History | No change | 45 | 14 | 0.01% | 0.01% | 966 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NorthAvenue LLC | History | No change | 45 | 14 | 0.01% | 0.01% | 968 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 42 | 13 | 0.0% | 0.0% | 971 | -765 | -94.8% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 41 | 13 | 0.01% | 0.03% | 974 | -115 | -73.72% | Q1 2026 | May 13, 2026 |
| Main Management LLC | History | New | 40 | 13 | 0.0% | — | 975 | +40 | New | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 42 | 13 | 0.01% | 0.01% | 973 | -5 | -10.64% | Q1 2026 | Apr 02, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 43 | 13 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Freedom, LLC | History | New | 39 | 12 | 0.01% | — | 978 | +39 | New | Q1 2026 | Apr 30, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 39 | 12 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 40 | 12 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TopTier Wealth Management, LLC | History | New | 35 | 11 | 0.01% | — | 982 | +35 | New | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | No change | 36 | 11 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 36 | 11 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Paladin Advisory Group, LLC | History | No change | 36 | 11 | 0.01% | 0.01% | 981 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 33 | 10 | 0.0% | 0.0% | 983 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Missouri Trust & Investment Co | History | No change | 34 | 10 | 0.0% | 0.0% | 984 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 33 | 10 | 0.01% | 0.01% | 985 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | No change | 33 | 10 | 0.0% | 0.0% | 986 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Benson Wealth Management INC | History | No change | 33 | 10 | 0.01% | 0.01% | 987 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Advisor Network LLC | History | New | 31 | 9 | 0.01% | — | 988 | +31 | New | Q1 2026 | May 13, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 27 | 8 | 0.0% | 0.0% | 990 | -39 | -59.09% | Q1 2026 | May 06, 2026 |
| PROTECTIVE LIFE CORP | History | New | 28 | 8 | 0.03% | — | 991 | +28 | New | Q1 2026 | May 13, 2026 |
| Main Street Group, LTD | History | New | 28 | 8 | 0.0% | — | 992 | +28 | New | Q1 2026 | May 06, 2026 |
| Silicon Valley Capital Partners | History | No change | 25 | 8 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 23 | 7 | 0.01% | 0.11% | 994 | -334 | -93.56% | Q1 2026 | May 06, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 25 | 7 | 0.0% | 0.0% | 993 | -4 | -13.79% | Q1 2026 | May 08, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 22 | 7 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 22 | 6 | 0.0% | 0.0% | 996 | +8 | 57.14% | Q1 2026 | Apr 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 19 | 6 | 0.0% | 0.01% | 997 | -8 | -29.63% | Q1 2026 | Apr 21, 2026 |
| Rice Partnership, LLC | History | New | 16 | 5 | 0.0% | — | 1002 | +16 | New | Q1 2026 | May 07, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 16 | 5 | 0.0% | 0.0% | 998 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MGB Wealth Management, LLC | History | No change | 15 | 5 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | No change | 18 | 5 | 0.01% | 0.01% | 1000 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 18 | 5 | 0.0% | 0.01% | 1001 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Imprint Wealth LLC | History | Reduced | 14 | 4 | 0.02% | 3.04% | 1004 | -1,887 | -99.26% | Q1 2026 | May 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 14 | 4 | 0.0% | 0.0% | 1003 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Graney & King, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 1005 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SRH ADVISORS, LLC | History | New | 10 | 3 | 0.0% | — | 1008 | +10 | New | Q1 2026 | Apr 29, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 11 | 3 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 9 | 2 | 0.0% | 0.65% | 1012 | -5,249 | -99.83% | Q1 2026 | Apr 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 9 | 2 | 0.0% | 0.0% | 1009 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 9 | 2 | 0.0% | 0.0% | 1010 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 1011 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Register Financial Advisors LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 1013 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4 | 1 | 0.0% | 0.07% | 1016 | -8,719 | -99.95% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Reduced | 4 | 1 | 0.0% | 0.09% | 1017 | -1,031 | -99.61% | Q1 2026 | May 01, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 5 | 1 | 0.0% | 0.0% | 1018 | -11 | -68.75% | Q1 2026 | May 01, 2026 |
| CHELSEA COUNSEL CO | History | No change | 3 | 1 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Caitlin John, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 1019 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -482,215 | -100.0% | Q1 2026 | May 15, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 4.3% | — | -73,057 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TABR Capital Management, LLC | History | Closed out | 0 | 0 | — | 12.85% | — | -56,139 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -48,726 | -100.0% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | Closed out | 0 | 0 | — | 1.84% | — | -47,001 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 4.29% | — | -45,253 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Financial Group LLC | History | Closed out | 0 | 0 | — | 1.79% | — | -42,654 | -100.0% | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.24% | — | -41,494 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Invst, LLC | History | Closed out | 0 | 0 | — | 1.4% | — | -37,459 | -100.0% | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -27,817 | -100.0% | Q1 2026 | May 07, 2026 |
| Cobblestone Asset Management LLC | History | Closed out | 0 | 0 | — | 4.13% | — | -26,806 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SigFig Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -25,086 | -100.0% | Q1 2026 | Apr 14, 2026 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 3.88% | — | -22,247 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SWP FINANCIAL LLC | History | Closed out | 0 | 0 | — | 3.58% | — | -20,779 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Pale Fire Capital SE | History | Closed out | 0 | 0 | — | 0.22% | — | -19,600 | -100.0% | Q1 2026 | May 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 2.67% | — | -18,312 | -100.0% | Q1 2026 | May 04, 2026 |
| Scissortail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.36% | — | -17,399 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 1.13% | — | -16,184 | -100.0% | Q1 2026 | Apr 27, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 1.71% | — | -15,848 | -100.0% | Q1 2026 | Apr 28, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 2.5% | — | -14,266 | -100.0% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Closed out | 0 | 0 | — | 4.53% | — | -13,222 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -12,822 | -100.0% | Q1 2026 | May 01, 2026 |
| Barnes Wealth Management Group, Inc | History | Closed out | 0 | 0 | — | 2.19% | — | -11,916 | -100.0% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -11,659 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.33% | — | -10,580 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LifePlan Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.32% | — | -9,427 | -100.0% | Q1 2026 | May 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -8,913 | -100.0% | Q1 2026 | May 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.09% | — | -8,733 | -100.0% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -8,334 | -100.0% | Q1 2026 | May 20, 2026 |
| BCU Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -8,125 | -100.0% | Q1 2026 | Apr 20, 2026 |
| J.M. Arbour, LLC | History | Closed out | 0 | 0 | — | 2.59% | — | -7,572 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -6,500 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Curtis Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -6,282 | -100.0% | Q1 2026 | May 08, 2026 |
| Capital Asset Managemnet, LLC | History | Closed out | 0 | 0 | — | 2.4% | — | -6,116 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.73% | — | -6,047 | -100.0% | Q1 2026 | Apr 22, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -5,542 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,001 | -100.0% | Q1 2026 | May 12, 2026 |
| Unify Financial Advisors | History | Closed out | 0 | 0 | — | 1.78% | — | -4,990 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Management | History | Closed out | 0 | 0 | — | 1.82% | — | -4,735 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,684 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,403 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -4,335 | -100.0% | Q1 2026 | May 07, 2026 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -4,216 | -100.0% | Q1 2026 | May 04, 2026 |
| Aspire Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -4,124 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -4,013 | -100.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,702 | -100.0% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.34% | — | -3,584 | -100.0% | Q1 2026 | May 06, 2026 |
| FWG Investments, LLC. | History | Closed out | 0 | 0 | — | 0.74% | — | -3,379 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Semus Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -3,222 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,189 | -100.0% | Q1 2026 | Apr 29, 2026 |
| VERITY Wealth Advisors | History | Closed out | 0 | 0 | — | 0.66% | — | -3,114 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,917 | -100.0% | Q1 2026 | May 04, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,851 | -100.0% | Q1 2026 | May 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,655 | -100.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.33% | — | -2,475 | -100.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,444 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Lantern Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -2,235 | -100.0% | Q1 2026 | May 13, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.42% | — | -2,215 | -100.0% | Q1 2026 | May 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -2,185 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.14% | — | -2,120 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -2,068 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.28% | — | -1,983 | -100.0% | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -1,959 | -100.0% | Q1 2026 | May 14, 2026 |
| Aegis Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.5% | — | -1,855 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -1,849 | -100.0% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,612 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,566 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -1,553 | -100.0% | Q1 2026 | May 15, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.24% | — | -1,532 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,469 | -100.0% | Q1 2026 | May 14, 2026 |
| Stirlingshire Investments, Inc. | History | Closed out | 0 | 0 | — | 0.43% | — | -1,410 | -100.0% | Q1 2026 | May 04, 2026 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,404 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Legacy Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,404 | -100.0% | Q1 2026 | May 11, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -1,384 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,360 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,359 | -100.0% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,350 | -100.0% | Q1 2026 | May 18, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,328 | -100.0% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,258 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,257 | -100.0% | Q1 2026 | May 14, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.82% | — | -1,253 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Choate Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,234 | -100.0% | Q1 2026 | May 13, 2026 |
| Resurgent Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,168 | -100.0% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,089 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,068 | -100.0% | Q1 2026 | May 11, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -1,062 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Williams & Novak, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -1,058 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Coordinated Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -1,049 | -100.0% | Q1 2026 | May 01, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -992 | -100.0% | Q1 2026 | May 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -989 | -100.0% | Q1 2026 | May 12, 2026 |
| Cadia Private Client LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -942 | -100.0% | Q1 2026 | May 20, 2026 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -876 | -100.0% | Q1 2026 | May 01, 2026 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -871 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Sequent Planning LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -864 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Elevation Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -862 | -100.0% | Q1 2026 | May 11, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.09% | — | -858 | -100.0% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -851 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Global Financial Private Client, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -841 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -808 | -100.0% | Q1 2026 | May 08, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -783 | -100.0% | Q1 2026 | May 11, 2026 |
| AA Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -777 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -762 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.25% | — | -746 | -100.0% | Q1 2026 | May 07, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -701 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | Closed out | 0 | 0 | — | 0.03% | — | -700 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Chronos Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -700 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Rockingstone Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -700 | -100.0% | Q1 2026 | Apr 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -690 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Wellment Financial | History | Closed out | 0 | 0 | — | 0.28% | — | -690 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -687 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -660 | -100.0% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -658 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -657 | -100.0% | Q1 2026 | May 13, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -638 | -100.0% | Q1 2026 | May 06, 2026 |
| TrueWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -629 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -628 | -100.0% | Q1 2026 | May 11, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.07% | — | -625 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Prosperity Planning, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -625 | -100.0% | Q1 2026 | Apr 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -623 | -100.0% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -621 | -100.0% | Q1 2026 | May 14, 2026 |
| Canopy Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -620 | -100.0% | Q1 2026 | May 11, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -620 | -100.0% | Q1 2026 | May 12, 2026 |
| Eaton Financial Holdings Company, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -614 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -609 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HighRoad Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -607 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -601 | -100.0% | Q1 2026 | May 12, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Closed out | 0 | 0 | — | 0.05% | — | -600 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Sage Investment Advisers LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -600 | -100.0% | Q1 2026 | Apr 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -597 | -100.0% | Q1 2026 | May 06, 2026 |
| Bell Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -595 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Atala Financial Inc | History | Closed out | 0 | 0 | — | 0.13% | — | -591 | -100.0% | Q1 2026 | Apr 10, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.07% | — | -589 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Closed out | 0 | 0 | — | 0.01% | — | -588 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -587 | -100.0% | Q1 2026 | May 15, 2026 |
| Greystone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -586 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -257 | -100.0% | Q1 2026 | May 06, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -129 | -100.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -114 | -100.0% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -109 | -100.0% | Q1 2026 | May 06, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -89 | -100.0% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -36 | -100.0% | Q1 2026 | Apr 20, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -36 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 07, 2026 |
| Peterson Wealth Services | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 06, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 04, 2026 |
| Wells Financial Advisors INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | May 07, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | Apr 27, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | May 19, 2026 |
| Capital Investment Counsel, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q1 2026 | May 15, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |