Global X Funds - PAVE
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 | Added to | 25,499,439 | 1,295,626 | 0.09% | 0.09% | 1 | +903,562 | 3.67% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 24,209,769 | 1,230,098 | 0.46% | 0.41% | 2 | -433,535 | -1.76% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 10,660,740 | 541,672 | 0.03% | 0.03% | 3 | +442,265 | 4.33% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 8,938,139 | 454,147 | 3.08% | 2.59% | 4 | +2,699,000 | 43.26% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 8,675,381 | 440,796 | 0.12% | 0.1% | 5 | +1,047,393 | 13.73% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,410,678 | 315,341 | 0.02% | 0.01% | 6 | +1,674,280 | 35.35% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,087,573 | 207,689 | 0.06% | 0.04% | 7 | +1,172,678 | 40.23% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,935,893 | 199,776 | 0.27% | — | 8 | +3,935,893 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,652,125 | 174,535 | 0.3% | 0.3% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,288,479 | 167,087 | 0.03% | 0.03% | 10 | +251,602 | 8.28% | Q1 2026 | Jul 08, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,695,326 | 136,949 | 2.36% | 0.79% | 11 | +2,021,518 | 300.01% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 2,462,236 | 125,106 | 0.02% | 0.02% | 12 | +361,330 | 17.2% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,000,566 | 101,653 | 0.15% | 0.16% | 13 | -227,371 | -10.21% | Q1 2026 | May 15, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 1,968,466 | 100,017 | 5.64% | 6.18% | 14 | +50,926 | 2.66% | Q1 2026 | May 11, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,871,750 | 95,104 | 0.57% | 0.58% | 15 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,816,958 | 92,319 | 6.75% | 6.15% | 16 | +52,695 | 2.99% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,737,960 | 88,305 | 0.05% | 0.06% | 17 | -88,836 | -4.86% | Q1 2026 | May 07, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,625,956 | 82,614 | 1.28% | 1.18% | 18 | +131,899 | 8.83% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,610,656 | 81,837 | 0.01% | 0.01% | 19 | +120,091 | 8.06% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,567,475 | 79,643 | 0.04% | 0.03% | 20 | +494,075 | 46.03% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,536,445 | 78,066 | 0.02% | 0.02% | 21 | +68,464 | 4.66% | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,493,832 | 75,902 | 0.06% | 0.03% | 22 | +851,423 | 132.54% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,297,545 | 65,928 | 0.07% | 0.05% | 23 | +312,076 | 31.67% | Q1 2026 | May 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 1,221,025 | 62,040 | 0.68% | 0.66% | 24 | +15,730 | 1.31% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,202,779 | 61,125 | 0.01% | 0.01% | 25 | +231,357 | 23.82% | Q1 2026 | Jul 17, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 983,958 | 54,580 | 2.09% | 1.99% | 26 | -6,521 | -0.66% | Q1 2026 | Apr 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,018,309 | 51,740 | 1.66% | 0.85% | 27 | -8,916 | -0.87% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,015,483 | 51,596 | 0.07% | 0.07% | 28 | -64,335 | -5.96% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 911,557 | 46,316 | 0.05% | 0.05% | 29 | +33,104 | 3.77% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 876,826 | 44,551 | 0.97% | 0.56% | 30 | +359,617 | 69.53% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 875,996 | 44,509 | 0.17% | 0.15% | 31 | +126,762 | 16.92% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 837,150 | 42,535 | 0.05% | 0.04% | 32 | +52,648 | 6.71% | Q1 2026 | May 05, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 763,387 | 38,787 | 2.18% | 3.11% | 33 | -449,547 | -37.06% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 743,935 | 37,799 | 0.19% | 0.19% | 34 | -4,529 | -0.61% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 665,439 | 33,810 | 0.09% | 0.08% | 35 | +10,377 | 1.58% | Q1 2026 | May 04, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 647,770 | 32,913 | 2.16% | 2.03% | 36 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Destination Wealth Management | History | Reduced | 630,654 | 32,043 | 0.83% | 0.8% | 37 | -6,027 | -0.95% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 606,022 | 30,791 | 3.14% | 2.91% | 38 | +2,342 | 0.39% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 590,378 | 29,997 | 0.03% | 0.03% | 39 | +24,221 | 4.28% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 567,871 | 28,853 | 0.52% | 0.49% | 40 | +32,036 | 5.98% | Q1 2026 | May 11, 2026 |
| Cooper Financial Group | History | Added to | 551,407 | 28,017 | 2.83% | 2.71% | 41 | +18,114 | 3.4% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 544,594 | 27,670 | 0.05% | 0.04% | 42 | +75,683 | 16.14% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 490,952 | 24,945 | 0.01% | 0.08% | 43 | -81,348 | -14.21% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 479,784 | 24,378 | 0.06% | 0.05% | 44 | +106,394 | 28.49% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 460,523 | 23,399 | 0.06% | 0.05% | 45 | +66,962 | 17.01% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 440,804 | 22,397 | 0.04% | 0.04% | 46 | -50,833 | -10.34% | Q1 2026 | May 01, 2026 |
| Eagle Strategies LLC | History | Added to | 393,120 | 19,974 | 2.39% | 2.34% | 47 | +9,376 | 2.44% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 380,581 | 19,337 | 0.05% | 0.04% | 48 | +48,252 | 14.52% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 379,930 | 19,304 | 0.09% | 0.08% | 49 | +8,434 | 2.27% | Q1 2026 | Apr 24, 2026 |
| 360 Financial, Inc. | History | Added to | 375,953 | 19,102 | 5.76% | 5.35% | 50 | +5,290 | 1.43% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 362,195 | 18,403 | 0.02% | 0.01% | 51 | +17,477 | 5.07% | Q1 2026 | May 12, 2026 |
| Teamwork Financial Advisors, LLC | History | New | 359,306 | 18,256 | 1.93% | — | 52 | +359,306 | New | Q1 2026 | Apr 09, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 350,534 | 17,810 | 0.69% | 0.65% | 53 | -14,004 | -3.84% | Q1 2026 | May 12, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 335,872 | 17,065 | 3.36% | 3.24% | 54 | +15,236 | 4.75% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 333,425 | 16,941 | 0.09% | 0.05% | 55 | +161,321 | 93.73% | Q1 2026 | May 08, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 325,811 | 16,554 | 3.41% | 3.16% | 56 | -2,048 | -0.62% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 319,338 | 16,225 | 0.02% | 0.05% | 57 | -305,616 | -48.9% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 304,508 | 14,557 | 0.09% | 0.08% | 58 | +54,957 | 22.02% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 284,878 | 14,474 | 1.53% | 1.83% | 59 | -68,097 | -19.29% | Q1 2026 | May 04, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 282,611 | 14,359 | 1.57% | 1.65% | 60 | +808 | 0.29% | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 274,026 | 13,923 | 0.44% | 0.45% | 61 | +4,215 | 1.56% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 273,213 | 13,881 | 0.04% | 0.03% | 62 | +45,016 | 19.73% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 274,142 | 13,647 | 0.01% | 0.01% | 63 | +66,660 | 32.13% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 265,338 | 13,481 | 0.02% | 0.02% | 64 | -6,033 | -2.22% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 261,279 | 13,275 | 0.37% | 0.32% | 65 | +3,253 | 1.26% | Q1 2026 | Apr 28, 2026 |
| ALTFEST L J & CO INC | History | Added to | 255,977 | 13,006 | 1.39% | 1.29% | 66 | +8,480 | 3.43% | Q1 2026 | Apr 28, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 229,190 | 11,645 | 2.3% | 2.16% | 67 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 213,107 | 10,827 | 0.57% | 0.54% | 68 | +6,711 | 3.25% | Q1 2026 | May 07, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 212,367 | 10,790 | 3.91% | 3.52% | 69 | -1,669 | -0.78% | Q1 2026 | May 11, 2026 |
| Sage Capital Management, LLC | History | Reduced | 211,277 | 10,736 | 5.04% | 4.7% | 70 | -1,589 | -0.75% | Q1 2026 | Apr 15, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 210,477 | 10,694 | 2.05% | 1.91% | 71 | +1,519 | 0.73% | Q1 2026 | May 01, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 208,658 | 10,601 | 5.44% | 5.04% | 72 | +2,877 | 1.4% | Q1 2026 | May 07, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 206,896 | 10,512 | 1.21% | 1.22% | 73 | +1,732 | 0.84% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 204,254 | 10,378 | 0.2% | 0.19% | 74 | -875 | -0.43% | Q1 2026 | Apr 14, 2026 |
| Chicago Wealth Management, Inc. | History | New | 195,365 | 9,926 | 3.96% | — | 75 | +195,365 | New | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Added to | 193,855 | 9,849 | 1.88% | 1.54% | 76 | +18,390 | 10.48% | Q1 2026 | Apr 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 191,549 | 9,732 | 0.11% | 0.26% | 77 | -282,426 | -59.59% | Q1 2026 | Apr 28, 2026 |
| National Philanthropic Trust | History | Reduced | 187,277 | 9,515 | 0.1% | 0.09% | 78 | -1,618 | -0.86% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 185,826 | 9,441 | 0.05% | 0.05% | 79 | -4,647 | -2.44% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 184,555 | 9,377 | 1.12% | 1.09% | 80 | -1,499 | -0.81% | Q1 2026 | Apr 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 184,315 | 9,365 | 0.22% | 0.21% | 81 | +2,094 | 1.15% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 181,548 | 9,224 | 0.26% | 0.19% | 82 | +36,543 | 25.2% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 179,531 | 9,121 | 0.0% | 0.0% | 83 | +85,733 | 91.4% | Q1 2026 | May 11, 2026 |
| Clarus Group, Inc. | History | Reduced | 172,227 | 8,750 | 3.14% | 3.03% | 84 | -4,009 | -2.27% | Q1 2026 | Apr 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 168,318 | 8,552 | 2.34% | 2.31% | 85 | -7,607 | -4.32% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 165,898 | 8,429 | 0.07% | 0.01% | 86 | +129,335 | 353.73% | Q1 2026 | May 11, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 162,940 | 8,278 | 5.53% | 3.72% | 87 | +5,594 | 3.56% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 162,205 | 8,242 | 0.25% | 0.36% | 88 | -89,329 | -35.51% | Q1 2026 | Apr 06, 2026 |
| 5th Street Advisors, LLC | History | Added to | 158,430 | 8,049 | 3.47% | 3.39% | 89 | +6,703 | 4.42% | Q1 2026 | May 04, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 156,752 | 7,964 | 0.82% | 0.74% | 90 | +4,306 | 2.82% | Q1 2026 | May 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 153,554 | 7,802 | 1.21% | 1.19% | 91 | +2,962 | 1.97% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 137,777 | 7,000 | 0.22% | 0.19% | 92 | +7,112 | 5.44% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 136,414 | 6,931 | 0.04% | 0.06% | 93 | -84,257 | -38.18% | Q1 2026 | May 05, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 137,667 | 6,914 | 0.27% | 0.32% | 94 | -606 | -0.44% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 133,962 | 6,854 | 0.03% | 0.03% | 95 | +3,708 | 2.85% | Q1 2026 | May 15, 2026 |
| Copley Financial Group, Inc. | History | Added to | 132,333 | 6,723 | 4.06% | 3.72% | 96 | +6,583 | 5.23% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 129,135 | 6,561 | 0.72% | 0.63% | 97 | +3,669 | 2.92% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 128,447 | 6,526 | 0.15% | 0.13% | 98 | +10,307 | 8.72% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 128,131 | 6,510 | 0.29% | 0.28% | 99 | +3,642 | 2.93% | Q1 2026 | May 12, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 126,737 | 6,439 | 4.21% | 3.94% | 100 | -665 | -0.52% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 125,347 | 6,368 | 0.02% | 0.02% | 101 | +5,937 | 4.97% | Q1 2026 | Jun 02, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 120,731 | 6,134 | 1.99% | 1.91% | 102 | +431 | 0.36% | Q1 2026 | May 01, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 119,783 | 6,086 | 1.37% | 1.2% | 103 | +12,605 | 11.76% | Q1 2026 | Apr 22, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 118,537 | 6,022 | 3.88% | 3.91% | 104 | -449 | -0.38% | Q1 2026 | Apr 21, 2026 |
| Capital Advantage, Inc. | History | Added to | 118,443 | 6,018 | 0.79% | 0.76% | 105 | +597 | 0.51% | Q1 2026 | Apr 10, 2026 |
| BANK HAPOALIM BM | History | Added to | 117,840 | 5,987 | 0.92% | 0.36% | 106 | +29,998 | 34.15% | Q1 2026 | May 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 115,992 | 5,893 | 1.06% | 1.41% | 107 | +6,483 | 5.92% | Q1 2026 | May 01, 2026 |
| Guilbault Capital LLC | History | Added to | 115,273 | 5,857 | 6.42% | 6.13% | 108 | +710 | 0.62% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 113,448 | 5,764 | 0.15% | 0.13% | 109 | +6,321 | 5.9% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 112,472 | 5,714 | 0.09% | 0.09% | 110 | +15,845 | 16.4% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 109,269 | 5,551 | 0.0% | 0.0% | 111 | +1,180 | 1.09% | Q1 2026 | May 15, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 109,212 | 5,549 | 3.1% | 3.21% | 112 | -19,580 | -15.2% | Q1 2026 | Apr 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 106,187 | 5,396 | 0.0% | 0.0% | 113 | -2,315 | -2.13% | Q1 2026 | May 14, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | Added to | 103,955 | 5,281 | 8.33% | 3.24% | 114 | +39,105 | 60.3% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 102,288 | 5,197 | 0.07% | 0.05% | 115 | +24,098 | 30.82% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 102,051 | 5,185 | 0.24% | 0.23% | 116 | -1,286 | -1.24% | Q1 2026 | Apr 29, 2026 |
| WT Wealth Management | History | Added to | 100,857 | 5,124 | 1.52% | 1.23% | 117 | +11,464 | 12.82% | Q1 2026 | Apr 21, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 100,776 | 5,120 | 1.41% | 1.34% | 118 | -11,624 | -10.34% | Q1 2026 | Apr 28, 2026 |
| Phoenix Financial Ltd. | History | No change | 131,000 | 5,105 | 0.05% | 0.06% | 119 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cavalier Investments, LLC | History | New | 100,000 | 5,081 | 0.14% | — | 120 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 99,448 | 5,047 | 2.03% | — | 121 | +99,448 | New | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Added to | 96,428 | 4,899 | 0.0% | 0.0% | 122 | +23,459 | 32.15% | Q1 2026 | May 12, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 95,387 | 4,846 | 3.49% | 3.22% | 123 | +3,380 | 3.67% | Q1 2026 | Apr 17, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 94,151 | 4,783 | 0.75% | 0.71% | 124 | +1,143 | 1.23% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 91,163 | 4,631 | 0.01% | 0.0% | 125 | +87,481 | 2375.91% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 90,990 | 4,623 | 0.03% | 0.02% | 126 | +12,275 | 15.59% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 90,936 | 4,620 | 0.02% | 0.02% | 127 | -511 | -0.56% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 89,846 | 4,565 | 1.05% | 0.92% | 128 | +5,473 | 6.49% | Q1 2026 | Apr 17, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 89,379 | 4,541 | 1.0% | 0.87% | 129 | +2,595 | 2.99% | Q1 2026 | Apr 15, 2026 |
| MRA Advisory Group | History | Reduced | 88,760 | 4,509 | 1.84% | 1.78% | 130 | -197 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Banque Transatlantique SA | History | New | 94,045 | 4,439 | 0.11% | — | 131 | +94,045 | New | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 83,786 | 4,257 | 0.03% | 0.03% | 132 | -274 | -0.33% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 83,250 | 4,229 | 0.0% | 0.0% | 133 | +47,840 | 135.1% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 82,869 | 4,210 | 0.27% | 0.29% | 134 | -11,239 | -11.94% | Q1 2026 | Apr 15, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 82,787 | 4,206 | 1.06% | 1.52% | 135 | -36,458 | -30.57% | Q1 2026 | Apr 16, 2026 |
| PFG Advisors | History | Added to | 82,632 | 4,198 | 0.2% | 0.18% | 136 | +3,459 | 4.37% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 82,421 | 4,187 | 0.0% | 0.0% | 137 | +8,368 | 11.3% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 82,279 | 4,180 | 0.0% | 0.0% | 138 | +1,712 | 2.12% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 82,125 | 4,172 | 0.07% | 0.08% | 139 | -8,998 | -9.87% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | Reduced | 82,000 | 4,166 | 0.09% | 0.08% | 140 | -1,500 | -1.8% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 81,439 | 4,137 | 0.0% | 0.0% | 141 | +3,834 | 4.94% | Q1 2026 | May 08, 2026 |
| Madison Asset Management, LLC | History | New | 81,054 | 4,118 | 0.05% | — | 142 | +81,054 | New | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 79,127 | 4,020 | 0.01% | 0.01% | 143 | +37,252 | 88.96% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 129,724 | 4,012 | 0.01% | 0.01% | 144 | +40,440 | 45.29% | Q1 2026 | Apr 08, 2026 |
| Alaska Permanent Capital Management, LLC | History | New | 78,898 | 4,008 | 0.28% | — | 145 | +78,898 | New | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 78,160 | 3,971 | 0.0% | 0.0% | 146 | +47,408 | 154.16% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 75,537 | 3,838 | 0.05% | 0.03% | 147 | +23,048 | 43.91% | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 74,833 | 3,802 | 0.13% | 0.11% | 148 | +11,019 | 17.27% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 71,887 | 3,652 | 0.04% | 0.07% | 149 | -24,270 | -25.24% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 71,395 | 3,627 | 0.0% | 0.01% | 150 | -7,210 | -9.17% | Q1 2026 | Apr 27, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 70,233 | 3,612 | 0.82% | 0.71% | 151 | -27,381 | -28.05% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 70,693 | 3,592 | 0.03% | 0.01% | 152 | +36,793 | 108.53% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 69,338 | 3,584 | 0.03% | 0.03% | 153 | +17,533 | 33.84% | Q1 2026 | Apr 07, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 70,507 | 3,582 | 3.2% | 2.4% | 154 | +12,061 | 20.64% | Q1 2026 | Apr 16, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 70,397 | 3,576 | 2.72% | 2.53% | 155 | -2,201 | -3.03% | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 62,890 | 3,571 | 0.35% | 0.4% | 156 | -85 | -0.13% | Q1 2026 | May 12, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 69,248 | 3,518 | 2.56% | 2.57% | 157 | -5,061 | -6.81% | Q1 2026 | May 05, 2026 |
| Elyxium Wealth, LLC | History | Added to | 69,067 | 3,509 | 1.13% | 0.85% | 158 | +5,069 | 7.92% | Q1 2026 | May 06, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 68,903 | 3,500 | 0.27% | 0.21% | 159 | +13,608 | 24.61% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 67,889 | 3,449 | 0.01% | 0.0% | 160 | +57,932 | 581.82% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 65,343 | 3,320 | 0.11% | — | 161 | +65,343 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 65,321 | 3,318 | 0.05% | 0.05% | 162 | -160 | -0.24% | Q1 2026 | Apr 22, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 64,740 | 3,289 | 0.14% | 0.11% | 163 | +12,607 | 24.18% | Q1 2026 | Apr 30, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 64,692 | 3,286 | 1.8% | 1.78% | 164 | -11,762 | -15.38% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 64,272 | 3,265 | 0.08% | 0.08% | 165 | -420 | -0.65% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 63,480 | 3,225 | 0.17% | 0.16% | 166 | +1,005 | 1.61% | Q1 2026 | Apr 15, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | Added to | 62,840 | 3,192 | 5.93% | 5.19% | 167 | +15,730 | 33.39% | Q1 2026 | May 04, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 66,543 | 3,180 | 1.0% | 1.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 62,541 | 3,177 | 0.43% | 0.44% | 169 | -3,189 | -4.85% | Q1 2026 | Apr 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 62,123 | 3,156 | 0.26% | 0.21% | 170 | +3,799 | 6.51% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 61,885 | 3,144 | 0.0% | 0.0% | 171 | +25,097 | 68.22% | Q1 2026 | May 14, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 61,200 | 3,109 | 0.34% | 0.34% | 172 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 60,779 | 3,088 | 0.06% | 0.05% | 173 | +3,888 | 6.83% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 59,691 | 3,032 | 0.05% | 0.02% | 174 | +41,081 | 220.75% | Q1 2026 | Jun 02, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 59,279 | 3,011 | 1.44% | 1.52% | 175 | -10,007 | -14.44% | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 58,015 | 2,947 | 0.05% | 0.05% | 176 | -1,072 | -1.81% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 57,537 | 2,923 | 0.04% | 0.06% | 177 | -12,872 | -18.28% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 57,115 | 2,900 | 0.91% | 0.84% | 178 | +1,993 | 3.62% | Q1 2026 | May 14, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 55,260 | 2,807 | 1.04% | 1.06% | 179 | -6,171 | -10.05% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 50,560 | 2,787 | 0.05% | — | 180 | +50,560 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 57,823 | 2,763 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 53,800 | 2,733 | 0.0% | — | 182 | +53,800 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 53,000 | 2,692 | 0.1% | 0.09% | 183 | +13,844 | 35.36% | Q1 2026 | Jun 18, 2026 |
| Steelhead Wealth Management LLC | History | New | 52,836 | 2,684 | 1.36% | — | 184 | +52,836 | New | Q1 2026 | Jun 15, 2026 |
| Bison Wealth, LLC | History | Added to | 47,247 | 2,668 | 0.26% | 0.24% | 185 | +3,745 | 8.61% | Q1 2026 | May 15, 2026 |
| REDW Wealth LLC | History | Added to | 52,364 | 2,660 | 1.06% | 0.92% | 186 | +2,049 | 4.07% | Q1 2026 | May 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 51,505 | 2,642 | 0.08% | 0.09% | 187 | -33,762 | -39.6% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 50,974 | 2,589 | 0.06% | 0.05% | 188 | +4,397 | 9.44% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 50,925 | 2,587 | 0.03% | 0.04% | 189 | -13,811 | -21.33% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 60,379 | 2,562 | 0.14% | 0.1% | 190 | +13,620 | 29.13% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 50,184 | 2,549 | 0.09% | 0.04% | 191 | +29,447 | 142.0% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 49,547 | 2,517 | 0.0% | — | 192 | +49,547 | New | Q1 2026 | May 15, 2026 |
| Peck Wealth Management, LLC | History | Added to | 48,740 | 2,476 | 2.48% | 2.15% | 193 | +1,074 | 2.25% | Q1 2026 | May 13, 2026 |
| Nvest Financial, LLC | History | Added to | 48,323 | 2,455 | 0.91% | 0.73% | 194 | +11,438 | 31.01% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 48,300 | 2,454 | 0.01% | 0.01% | 195 | -2,822 | -5.52% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 48,292 | 2,453 | 0.01% | 0.0% | 196 | +5,037 | 11.64% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 47,269 | 2,401 | 0.0% | 0.0% | 197 | -1,185 | -2.45% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 46,950 | 2,385 | 0.04% | 0.02% | 198 | +21,982 | 88.04% | Q1 2026 | Apr 10, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 49,520 | 2,366 | 0.18% | 0.18% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 46,328 | 2,353 | 0.18% | 0.24% | 200 | -20,990 | -31.18% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 45,683 | 2,321 | 0.11% | 0.07% | 201 | +15,686 | 52.29% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 45,237 | 2,299 | 0.26% | 0.21% | 202 | +7,176 | 18.85% | Q1 2026 | Apr 16, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 41,729 | 2,295 | 0.99% | 0.91% | 203 | -726 | -1.71% | Q1 2026 | Apr 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 44,201 | 2,245 | 1.08% | 0.99% | 204 | +2,818 | 6.81% | Q1 2026 | May 08, 2026 |
| Clark Capital Management Group, Inc. | History | New | 43,988 | 2,235 | 0.01% | — | 205 | +43,988 | New | Q1 2026 | May 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 43,328 | 2,201 | 0.36% | 0.33% | 206 | +825 | 1.94% | Q1 2026 | May 12, 2026 |
| Vectors Research Management, LLC | History | New | 43,213 | 2,195 | 0.64% | — | 207 | +43,213 | New | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 43,186 | 2,194 | 0.04% | 0.03% | 208 | +2,826 | 7.0% | Q1 2026 | Apr 27, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 42,244 | 2,146 | 0.9% | 0.91% | 209 | -2,306 | -5.18% | Q1 2026 | Apr 21, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 41,712 | 2,119 | 0.0% | 0.0% | 210 | +5,857 | 16.34% | Q1 2026 | Apr 30, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 40,910 | 2,100 | 0.58% | 0.61% | 211 | -1,914 | -4.47% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 40,899 | 2,078 | 0.02% | 0.03% | 212 | -54,842 | -57.28% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,854 | 2,075 | 0.02% | 0.02% | 213 | +9,171 | 28.95% | Q1 2026 | Apr 20, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 40,658 | 2,065 | 0.19% | 0.05% | 214 | +28,357 | 230.53% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 40,656 | 2,065 | 0.03% | 0.02% | 215 | +17,644 | 76.67% | Q1 2026 | May 18, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 40,474 | 2,056 | 1.33% | 1.25% | 216 | +5 | 0.01% | Q1 2026 | Apr 24, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 40,219 | 2,043 | 0.85% | 0.77% | 217 | +1,525 | 3.94% | Q1 2026 | Apr 23, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 40,144 | 2,039 | 0.07% | 0.07% | 218 | -287 | -0.71% | Q1 2026 | Apr 14, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 39,934 | 2,029 | 1.65% | 1.53% | 219 | -211 | -0.53% | Q1 2026 | May 13, 2026 |
| PCG Wealth Advisors, LLC | History | New | 39,847 | 2,024 | 0.51% | — | 220 | +39,847 | New | Q1 2026 | Apr 28, 2026 |
| Owen LaRue, LLC | History | Added to | 39,756 | 2,020 | 0.78% | 0.7% | 221 | +1,000 | 2.58% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 39,410 | 2,002 | 0.1% | 0.09% | 222 | +3,034 | 8.34% | Q1 2026 | Apr 23, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 39,243 | 1,986 | 1.11% | 1.05% | 223 | -1,411 | -3.47% | Q1 2026 | Apr 14, 2026 |
| SFI Advisors, LLC | History | Reduced | 39,031 | 1,983 | 2.08% | 1.96% | 224 | -25,029 | -39.07% | Q1 2026 | May 05, 2026 |
| Private Wealth Advisors, LLC | History | New | 38,895 | 1,976 | 0.56% | — | 225 | +38,895 | New | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 37,983 | 1,929 | 0.06% | 0.03% | 226 | +20,614 | 118.68% | Q1 2026 | May 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 37,615 | 1,911 | 0.65% | 0.59% | 227 | +1,407 | 3.89% | Q1 2026 | Apr 09, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 37,602 | 1,910 | 0.65% | 0.63% | 228 | -2,211 | -5.55% | Q1 2026 | Apr 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 37,567 | 1,908 | 0.16% | 0.17% | 229 | -3,823 | -9.24% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 37,141 | 1,887 | 0.31% | 0.27% | 230 | +1,823 | 5.16% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 37,098 | 1,885 | 0.03% | 0.03% | 231 | +2,711 | 7.88% | Q1 2026 | Apr 14, 2026 |
| Systelligence, LLC | History | Reduced | 37,032 | 1,881 | 0.37% | 0.89% | 232 | -60,941 | -62.2% | Q1 2026 | Apr 21, 2026 |
| MGB Wealth Management, LLC | History | No change | 39,080 | 1,872 | 0.54% | 0.54% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ascentis Independent Advisors | History | New | 36,593 | 1,859 | 0.14% | — | 234 | +36,593 | New | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 36,475 | 1,853 | 0.04% | 0.01% | 235 | +31,438 | 624.14% | Q1 2026 | Apr 27, 2026 |
| Norris Financial Group, LLC | History | Added to | 36,420 | 1,850 | 0.6% | 0.57% | 236 | +1,348 | 3.84% | Q1 2026 | May 20, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 36,029 | 1,830 | 0.41% | 0.38% | 237 | +1,783 | 5.21% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 35,947 | 1,826 | 0.01% | 0.0% | 238 | +30,487 | 558.37% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 35,890 | 1,823 | 0.11% | 0.1% | 239 | +2,143 | 6.35% | Q1 2026 | Apr 27, 2026 |
| APS Management Group, Inc. | History | Reduced | 35,060 | 1,781 | 1.52% | 1.56% | 240 | -3,094 | -8.11% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 34,703 | 1,763 | 0.1% | 0.1% | 241 | -1,187 | -3.31% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,566 | 1,705 | 0.0% | 0.0% | 242 | +28,766 | 599.29% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 33,558 | 1,705 | 0.04% | 0.04% | 243 | -2,932 | -8.04% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 33,461 | 1,700 | 0.01% | 0.01% | 244 | -2,387 | -6.66% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 33,336 | 1,693 | 0.06% | 0.05% | 245 | +3 | 0.01% | Q1 2026 | Apr 22, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 32,667 | 1,659 | 0.66% | 0.62% | 246 | -657 | -1.97% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 31,972 | 1,652 | 0.12% | 0.11% | 247 | -44 | -0.14% | Q1 2026 | Apr 27, 2026 |
| ZEGA Investments, LLC | History | Added to | 32,235 | 1,637 | 0.18% | 0.02% | 248 | +27,803 | 627.32% | Q1 2026 | May 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 31,813 | 1,616 | 0.1% | 0.11% | 249 | -5,037 | -13.67% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Added to | 31,724 | 1,611 | 0.04% | 0.04% | 250 | +402 | 1.28% | Q1 2026 | May 04, 2026 |
| COURIER CAPITAL LLC | History | New | 31,432 | 1,597 | 0.09% | — | 251 | +31,432 | New | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,885 | 1,569 | 0.0% | 0.0% | 252 | +16,313 | 111.95% | Q1 2026 | May 15, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 30,844 | 1,567 | 1.13% | 1.07% | 254 | -1,793 | -5.49% | Q1 2026 | Apr 29, 2026 |
| BigSur Wealth Management LLC | History | No change | 30,855 | 1,567 | 0.44% | 0.36% | 253 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ballentine Partners, LLC | History | Added to | 30,548 | 1,552 | 0.02% | 0.01% | 255 | +23,048 | 307.31% | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | Added to | 30,084 | 1,528 | 0.49% | 0.52% | 256 | +1,675 | 5.9% | Q1 2026 | May 07, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 30,081 | 1,528 | 0.29% | 0.21% | 257 | +412 | 1.39% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Reduced | 29,934 | 1,520 | 0.76% | 0.72% | 258 | -319 | -1.05% | Q1 2026 | Apr 30, 2026 |
| GFS Advisors, LLC | History | New | 7,355 | 1,513 | 0.19% | — | 259 | +7,355 | New | Q1 2026 | Apr 30, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 29,684 | 1,508 | 0.99% | 1.0% | 260 | -793 | -2.6% | Q1 2026 | Apr 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 29,544 | 1,501 | 0.02% | 0.02% | 261 | +2 | 0.01% | Q1 2026 | May 01, 2026 |
| VectorGlobal IAG, Inc. | History | New | 29,312 | 1,489 | 0.39% | — | 262 | +29,312 | New | Q1 2026 | Jun 30, 2026 |
| ORG Partners LLC | History | No change | 31,131 | 1,488 | 0.26% | 0.26% | 263 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 29,078 | 1,476 | 0.99% | 0.94% | 264 | +673 | 2.37% | Q1 2026 | Apr 14, 2026 |
| CVA Family Office, LLC | History | Reduced | 28,941 | 1,470 | 0.15% | 0.2% | 265 | -7,830 | -21.29% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 28,758 | 1,461 | 0.01% | 0.01% | 266 | +2,931 | 11.35% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 28,586 | 1,452 | 0.03% | 0.03% | 267 | +1,179 | 4.3% | Q1 2026 | Apr 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 28,467 | 1,446 | 0.01% | 0.01% | 268 | -1,425 | -4.77% | Q1 2026 | Apr 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 28,351 | 1,441 | 0.04% | 0.04% | 269 | +1,150 | 4.23% | Q1 2026 | Apr 21, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 28,303 | 1,438 | 0.36% | 0.34% | 270 | -1,235 | -4.18% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 28,243 | 1,435 | 0.11% | 0.09% | 271 | +2,473 | 9.6% | Q1 2026 | Apr 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 28,053 | 1,425 | 0.03% | 0.01% | 272 | +15,470 | 122.94% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 28,032 | 1,424 | 0.04% | 0.0% | 273 | +24,958 | 811.91% | Q1 2026 | May 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 27,772 | 1,411 | 0.07% | 0.07% | 274 | +51 | 0.18% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 25,296 | 1,409 | 0.79% | — | 275 | +25,296 | New | Q1 2026 | May 19, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 27,565 | 1,400 | 0.15% | 0.12% | 276 | -100 | -0.36% | Q1 2026 | May 06, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 27,502 | 1,397 | 0.67% | 0.66% | 277 | +385 | 1.42% | Q1 2026 | Apr 09, 2026 |
| Uniting Wealth Partners, LLC | History | New | 27,436 | 1,394 | 0.3% | — | 278 | +27,436 | New | Q1 2026 | Apr 22, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 27,430 | 1,393 | 0.02% | 0.01% | 279 | -7 | -0.03% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 27,247 | 1,384 | 0.04% | 0.02% | 280 | +8,290 | 43.73% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 26,832 | 1,363 | 0.11% | 0.11% | 281 | -2,741 | -9.27% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Reduced | 26,775 | 1,360 | 0.3% | 0.45% | 282 | -16,637 | -38.32% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 26,616 | 1,352 | 0.06% | 0.07% | 283 | -4,489 | -14.43% | Q1 2026 | May 18, 2026 |
| Breachway Investments LLC | History | Added to | 25,969 | 1,342 | 1.29% | 1.3% | 284 | +155 | 0.6% | Q1 2026 | Apr 13, 2026 |
| LRI Investments, LLC | History | Reduced | 26,392 | 1,340 | 0.12% | 0.11% | 285 | -2,265 | -7.9% | Q1 2026 | Apr 30, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 26,310 | 1,337 | 0.0% | — | 287 | +26,310 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 26,329 | 1,337 | 0.1% | 0.09% | 286 | +237 | 0.91% | Q1 2026 | Apr 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 26,275 | 1,335 | 0.48% | 0.44% | 288 | +1,788 | 7.3% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Reduced | 26,106 | 1,326 | 0.15% | 0.14% | 289 | -659 | -2.46% | Q1 2026 | May 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 25,880 | 1,314 | 0.28% | 0.24% | 290 | +2,452 | 10.47% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 25,817 | 1,311 | 0.01% | 0.01% | 291 | +20,591 | 394.01% | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | Added to | 25,648 | 1,303 | 0.9% | 0.19% | 292 | +20,134 | 365.14% | Q1 2026 | May 04, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 25,543 | 1,297 | 0.52% | 0.47% | 293 | -221 | -0.86% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 25,129 | 1,276 | 0.01% | — | 294 | +25,129 | New | Q1 2026 | May 13, 2026 |
| Rothschild Capital Partners, LLC | History | New | 24,353 | 1,237 | 0.3% | — | 295 | +24,353 | New | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 24,099 | 1,224 | 0.07% | 0.03% | 296 | +13,370 | 124.62% | Q1 2026 | Apr 09, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 24,109 | 1,224 | 0.55% | 0.6% | 297 | -434 | -1.77% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,829 | 1,210 | 0.0% | 0.0% | 298 | +2,448 | 11.45% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 23,639 | 1,201 | 0.01% | 0.01% | 299 | -3,615 | -13.26% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 23,133 | 1,175 | 0.01% | 0.01% | 300 | +9,514 | 69.86% | Q1 2026 | May 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 22,575 | 1,147 | 0.32% | 0.3% | 301 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 22,339 | 1,135 | 0.62% | 0.47% | 302 | +4,641 | 26.22% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 22,014 | 1,118 | 0.0% | 0.0% | 303 | -56,613 | -72.0% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 27,781 | 1,116 | 0.0% | 0.0% | 304 | -23,720 | -46.06% | Q1 2026 | May 15, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 21,834 | 1,109 | 0.38% | 0.36% | 305 | +84 | 0.39% | Q1 2026 | Apr 23, 2026 |
| High Point Wealth Management, LLC | History | Added to | 21,818 | 1,108 | 1.07% | 0.46% | 306 | +11,561 | 112.71% | Q1 2026 | Apr 08, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 21,642 | 1,099 | 0.51% | 0.49% | 307 | -393 | -1.78% | Q1 2026 | Apr 15, 2026 |
| Alaska Wealth Advisors, LLC | History | New | 21,337 | 1,084 | 0.13% | — | 308 | +21,337 | New | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 21,217 | 1,078 | 0.05% | 0.03% | 309 | +8,521 | 67.12% | Q1 2026 | Apr 28, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 20,682 | 1,050 | 0.46% | 0.62% | 310 | -8,850 | -29.97% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | New | 20,268 | 1,047 | 0.02% | — | 311 | +20,268 | New | Q1 2026 | May 14, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 20,575 | 1,045 | 0.18% | 0.18% | 312 | -534 | -2.53% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 20,308 | 1,031 | 0.06% | 0.06% | 313 | -89 | -0.44% | Q1 2026 | Apr 24, 2026 |
| Bensler, LLC | History | Reduced | 20,156 | 1,024 | 0.11% | 0.1% | 314 | -403 | -1.96% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 20,129 | 1,022 | 0.01% | 0.01% | 315 | +1,915 | 10.51% | Q1 2026 | Apr 16, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 20,070 | 1,019 | 0.12% | 0.19% | 316 | -14,830 | -42.49% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,848 | 1,008 | 0.01% | 0.01% | 317 | +7,045 | 55.03% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 19,410 | 986 | 0.04% | 0.03% | 318 | +1,421 | 7.9% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 19,386 | 985 | 0.0% | 0.0% | 319 | -530 | -2.66% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 19,361 | 983 | 0.0% | 0.0% | 320 | -572 | -2.87% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 19,310 | 981 | 0.08% | 0.07% | 321 | +60 | 0.31% | Q1 2026 | Apr 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 19,102 | 970 | 0.01% | — | 322 | +19,102 | New | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 18,931 | 961 | 0.03% | 0.03% | 323 | +619 | 3.38% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 18,706 | 950 | 0.01% | 0.01% | 325 | -8,133 | -30.3% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 18,702 | 950 | 0.01% | 0.01% | 324 | +5,596 | 42.7% | Q1 2026 | May 13, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 18,417 | 935 | 0.06% | 0.06% | 326 | -796 | -4.14% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 17,955 | 927 | 0.0% | 0.01% | 327 | -3,047 | -14.51% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 18,200 | 924 | 0.0% | — | 328 | +18,200 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,171 | 923 | 0.0% | 0.0% | 329 | +2,464 | 15.69% | Q1 2026 | May 13, 2026 |
| AIFG Consultants Ltd. | History | No change | 19,194 | 917 | 1.57% | 1.57% | 330 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SMITH, MOORE & CO. | History | Added to | 17,993 | 914 | 0.07% | 0.06% | 331 | +1,688 | 10.35% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 17,800 | 904 | 0.0% | 0.0% | 332 | +7,000 | 64.81% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 17,730 | 900 | 0.06% | 0.03% | 333 | +8,627 | 94.77% | Q1 2026 | May 13, 2026 |
| Valued Retirements, Inc. | History | No change | 17,597 | 894 | 0.87% | 0.82% | 334 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,496 | 888 | 0.0% | 0.0% | 335 | +421 | 2.47% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | New | 17,372 | 882 | 0.01% | — | 336 | +17,372 | New | Q1 2026 | May 05, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 17,245 | 876 | 0.04% | 0.03% | 337 | +701 | 4.24% | Q1 2026 | Apr 30, 2026 |
| Sonoma Allocations LLC | History | New | 17,013 | 875 | 0.3% | — | 338 | +17,013 | New | Q1 2026 | May 19, 2026 |
| HighPoint Advisor Group LLC | History | New | 17,160 | 871 | 0.04% | — | 339 | +17,160 | New | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 17,141 | 870 | 0.01% | 0.02% | 340 | -21,290 | -55.4% | Q1 2026 | May 05, 2026 |
| Commerce Advisors, LLC | History | New | 17,107 | 869 | 0.73% | — | 341 | +17,107 | New | Q1 2026 | May 12, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 17,084 | 868 | 0.65% | 0.56% | 342 | +634 | 3.85% | Q1 2026 | Apr 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 16,949 | 861 | 0.06% | 0.05% | 343 | +180 | 1.07% | Q1 2026 | May 05, 2026 |
| Sage Mountain Advisors LLC | History | No change | 16,793 | 853 | 0.06% | 0.04% | 344 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 16,695 | 848 | 0.0% | 0.0% | 345 | +4,223 | 33.86% | Q1 2026 | May 04, 2026 |
| SOFI WEALTH, LLC | History | Added to | 16,557 | 841 | 0.04% | 0.03% | 347 | +2,394 | 16.9% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 15,268 | 841 | 0.02% | 0.02% | 346 | -520 | -3.29% | Q1 2026 | May 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 16,519 | 839 | 0.05% | 0.04% | 348 | +2,708 | 19.61% | Q1 2026 | May 14, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 16,462 | 836 | 0.11% | 0.11% | 349 | -1,925 | -10.47% | Q1 2026 | Apr 08, 2026 |
| Sierra Capital LLC | History | No change | 16,305 | 828 | 0.09% | 0.08% | 350 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 16,141 | 820 | 0.07% | 0.07% | 351 | -998 | -5.82% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 16,118 | 818 | 0.02% | 0.01% | 352 | +2,894 | 21.88% | Q1 2026 | Apr 17, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 16,068 | 816 | 0.07% | 1.24% | 353 | -288,058 | -94.72% | Q1 2026 | Apr 08, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 15,984 | 812 | 0.42% | 0.4% | 354 | +68 | 0.43% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,861 | 805 | 0.0% | 0.0% | 355 | -228 | -1.42% | Q1 2026 | Apr 30, 2026 |
| Accel Wealth Management | History | Added to | 15,703 | 797 | 0.21% | 0.2% | 356 | +561 | 3.7% | Q1 2026 | Apr 08, 2026 |
| Greenline Wealth Management LLC | History | Added to | 15,620 | 793 | 0.91% | 0.44% | 357 | +6,783 | 76.76% | Q1 2026 | May 14, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 15,317 | 778 | 0.33% | 0.29% | 358 | -100 | -0.65% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 15,039 | 777 | 0.05% | 0.03% | 359 | +5,290 | 54.26% | Q1 2026 | May 01, 2026 |
| Indivisible Partners | History | Added to | 15,279 | 776 | 0.07% | 0.07% | 360 | +1,175 | 8.33% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 15,260 | 775 | 0.0% | 0.0% | 361 | +4,706 | 44.59% | Q1 2026 | May 13, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 15,267 | 775 | 0.28% | 0.26% | 362 | -114 | -0.74% | Q1 2026 | May 04, 2026 |
| Finivi Inc. | History | Added to | 15,093 | 766 | 0.42% | 0.42% | 363 | +3 | 0.02% | Q1 2026 | Apr 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,756 | 749 | 0.07% | 0.06% | 364 | +1,262 | 9.35% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | Reduced | 14,723 | 748 | 0.01% | 0.01% | 365 | -304 | -2.02% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 14,629 | 743 | 0.04% | 0.04% | 366 | +1,733 | 13.44% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Reduced | 14,612 | 742 | 0.01% | 0.01% | 367 | -1,335 | -8.37% | Q1 2026 | May 01, 2026 |
| Sovran Advisors, LLC | History | Reduced | 13,047 | 740 | 0.06% | 0.08% | 368 | -5,529 | -29.76% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 14,524 | 737 | 0.01% | 0.01% | 369 | +12 | 0.08% | Q1 2026 | May 08, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 14,502 | 736 | 0.09% | 0.08% | 370 | -27 | -0.19% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 14,302 | 726 | 0.01% | 0.01% | 371 | +194 | 1.38% | Q1 2026 | Apr 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 14,259 | 724 | 0.21% | 0.16% | 372 | +2,989 | 26.52% | Q1 2026 | Apr 30, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 14,141 | 718 | 0.18% | 0.2% | 373 | -2,062 | -12.73% | Q1 2026 | May 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 14,114 | 717 | 0.03% | 0.02% | 374 | +3,310 | 30.64% | Q1 2026 | May 12, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 14,042 | 713 | 0.2% | — | 375 | +14,042 | New | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Added to | 13,918 | 707 | 0.0% | 0.0% | 376 | +3,098 | 28.63% | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 13,788 | 700 | 0.32% | 0.28% | 377 | +1,165 | 9.23% | Q1 2026 | May 05, 2026 |
| MATAURO, LLC | History | Added to | 13,549 | 688 | 0.1% | 0.1% | 378 | +52 | 0.39% | Q1 2026 | Apr 22, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 13,451 | 683 | 0.22% | — | 379 | +13,451 | New | Q1 2026 | Apr 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 13,348 | 678 | 0.02% | 0.03% | 380 | -3,921 | -22.71% | Q1 2026 | May 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,226 | 672 | 0.01% | 0.01% | 381 | +79 | 0.6% | Q1 2026 | Apr 15, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 13,170 | 669 | 0.33% | 0.33% | 382 | -1,800 | -12.02% | Q1 2026 | Apr 16, 2026 |
| Global View Capital Management LLC | History | Added to | 12,742 | 647 | 0.17% | 0.07% | 385 | +5,066 | 66.0% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Reduced | 12,729 | 647 | 0.02% | 0.02% | 384 | -19 | -0.15% | Q1 2026 | May 14, 2026 |
| BARINGS LLC | History | No change | 12,744 | 647 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 12,467 | 633 | 0.0% | 0.0% | 386 | +11,442 | 1116.29% | Q1 2026 | May 13, 2026 |
| Claris Financial LLC | History | Added to | 12,213 | 620 | 0.34% | 0.19% | 387 | +4,883 | 66.62% | Q1 2026 | May 18, 2026 |
| Ancora Advisors LLC | History | Reduced | 12,201 | 619 | 0.01% | 0.01% | 388 | -1,135 | -8.51% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | New | 12,071 | 613 | 0.21% | — | 389 | +12,071 | New | Q1 2026 | Apr 22, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 12,063 | 612 | 0.13% | 0.09% | 390 | +3,348 | 38.42% | Q1 2026 | May 15, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 12,000 | 609 | 0.12% | 0.11% | 391 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 11,916 | 605 | 0.1% | 2.3% | 392 | -236,466 | -95.2% | Q1 2026 | Apr 10, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 11,890 | 604 | 0.49% | 0.46% | 393 | -200 | -1.65% | Q1 2026 | Apr 16, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 11,806 | 599 | 0.01% | 0.01% | 394 | -29 | -0.25% | Q1 2026 | May 13, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 11,712 | 595 | 0.14% | 0.15% | 395 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 11,677 | 593 | 0.04% | 0.04% | 396 | +153 | 1.33% | Q1 2026 | May 15, 2026 |
| AMJ Financial Wealth Management | History | Added to | 11,636 | 591 | 0.14% | 0.08% | 397 | +4,642 | 66.37% | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | New | 11,474 | 582 | 0.03% | — | 399 | +11,474 | New | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 11,456 | 582 | 0.0% | 0.0% | 398 | +368 | 3.32% | Q1 2026 | May 01, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 11,349 | 576 | 0.01% | 0.01% | 400 | -6,246 | -35.5% | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | Reduced | 11,277 | 573 | 0.07% | 0.08% | 402 | -440 | -3.76% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11,279 | 573 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Grandview Asset Management LLC | History | Added to | 11,136 | 565 | 0.17% | 0.14% | 404 | +496 | 4.66% | Q1 2026 | May 07, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 11,125 | 565 | 0.08% | 0.08% | 403 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 11,081 | 563 | 0.01% | 0.01% | 405 | +1,200 | 12.14% | Q1 2026 | Apr 21, 2026 |
| Exchange Bank | History | Added to | 10,894 | 553 | 0.38% | 0.22% | 406 | +4,243 | 63.79% | Q1 2026 | Apr 08, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 10,876 | 552 | 0.05% | 0.04% | 407 | -145 | -1.32% | Q1 2026 | May 05, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 10,862 | 551 | 0.16% | 0.48% | 408 | -10,073 | -48.12% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 10,530 | 535 | 0.26% | 0.29% | 409 | -1,500 | -12.47% | Q1 2026 | Apr 14, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 10,469 | 531 | 0.33% | 0.32% | 410 | -372 | -3.43% | Q1 2026 | Apr 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 10,378 | 527 | 0.01% | 0.01% | 411 | +209 | 2.06% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 10,336 | 525 | 0.02% | 0.05% | 412 | -23,198 | -69.18% | Q1 2026 | Apr 22, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 10,300 | 523 | 0.03% | 0.03% | 413 | -738 | -6.69% | Q1 2026 | May 14, 2026 |
| Castleview Partners, LLC | History | Reduced | 10,273 | 521 | 0.27% | 0.28% | 414 | -1,591 | -13.41% | Q1 2026 | May 01, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 10,248 | 520 | 0.02% | 0.02% | 415 | +1,844 | 21.94% | Q1 2026 | Jun 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 10,224 | 519 | 0.01% | 0.01% | 416 | -125 | -1.21% | Q1 2026 | May 11, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 10,212 | 518 | 0.44% | 0.36% | 419 | +1,000 | 10.86% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,198 | 518 | 0.01% | 0.01% | 418 | -23 | -0.23% | Q1 2026 | May 14, 2026 |
| Mechanics Bank Trust Department | History | No change | 10,200 | 518 | 0.07% | 0.06% | 417 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CrossGen Wealth, LLC | History | Added to | 10,151 | 515 | 0.45% | 0.42% | 420 | +51 | 0.5% | Q1 2026 | Apr 22, 2026 |
| Alteri Wealth LLC | History | Reduced | 10,049 | 510 | 0.17% | 0.17% | 421 | -660 | -6.16% | Q1 2026 | May 06, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | New | 10,000 | 508 | 0.08% | — | 423 | +10,000 | New | Q1 2026 | May 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 10,000 | 508 | 0.0% | 0.0% | 422 | -7,252 | -42.04% | Q1 2026 | May 08, 2026 |
| Great Diamond Partners, LLC | History | Added to | 9,958 | 505 | 0.1% | 0.08% | 424 | +756 | 8.22% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 9,972 | 501 | 0.03% | 0.03% | 425 | -2,618 | -20.79% | Q1 2026 | May 14, 2026 |
| STABLEFORD CAPITAL II LLC | History | New | 9,809 | 498 | 0.19% | — | 427 | +9,809 | New | Q1 2026 | Apr 06, 2026 |
| WHITTIER TRUST CO | History | No change | 9,689 | 498 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 9,775 | 496 | 0.01% | 0.0% | 428 | +1,800 | 22.57% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,761 | 495 | 0.02% | 0.03% | 429 | +4,592 | 88.84% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,658 | 490 | 0.0% | 0.0% | 430 | +634 | 7.03% | Q1 2026 | May 12, 2026 |
| Strategic Advisors LLC | History | Reduced | 9,628 | 489 | 0.08% | 0.08% | 431 | -571 | -5.6% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 9,576 | 486 | 0.01% | 0.01% | 432 | -202 | -2.07% | Q1 2026 | May 01, 2026 |
| Alpha Financial Partners LLC | History | Added to | 9,382 | 476 | 0.28% | 0.27% | 433 | +62 | 0.67% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 9,344 | 475 | 0.0% | 0.0% | 434 | +370 | 4.12% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 9,330 | 474 | 0.01% | 0.01% | 435 | +3,115 | 50.12% | Q1 2026 | May 11, 2026 |
| Vestcor Inc | History | Added to | 9,170 | 466 | 0.01% | 0.01% | 436 | +275 | 3.09% | Q1 2026 | May 12, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 9,185 | 466 | 0.06% | 0.12% | 437 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 9,116 | 463 | 0.02% | 0.02% | 438 | +1,439 | 18.74% | Q1 2026 | Apr 21, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 9,073 | 460 | 0.28% | — | 439 | +9,073 | New | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 9,031 | 458 | 0.03% | — | 440 | +9,031 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 9,007 | 457 | 0.01% | 0.01% | 441 | -1,782 | -16.52% | Q1 2026 | May 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,155 | 450 | 0.03% | 0.03% | 442 | -4,931 | -35.01% | Q1 2026 | Apr 24, 2026 |
| Richardson Capital Management LLC | History | Reduced | 8,705 | 442 | 0.21% | 0.21% | 443 | -47 | -0.54% | Q1 2026 | May 12, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 8,519 | 432 | 0.23% | 0.37% | 444 | -5,624 | -39.77% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 8,488 | 431 | 0.01% | 0.01% | 445 | -101 | -1.18% | Q1 2026 | May 11, 2026 |
| Guardian Capital, LLC | History | Added to | 8,470 | 430 | 0.41% | 0.35% | 446 | +250 | 3.04% | Q1 2026 | May 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 8,460 | 429 | 0.06% | 0.05% | 447 | +477 | 5.98% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,406 | 427 | 0.03% | 0.03% | 448 | +638 | 8.21% | Q1 2026 | Apr 17, 2026 |
| Purus Wealth Management, LLC | History | Added to | 8,304 | 421 | 0.13% | 0.12% | 449 | +6 | 0.07% | Q1 2026 | Apr 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 8,284 | 420 | 0.0% | 0.0% | 450 | -500 | -5.69% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 8,189 | 416 | 0.0% | 0.0% | 451 | -524 | -6.01% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 8,147 | 413 | 0.09% | — | 452 | +8,147 | New | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,092 | 411 | 0.01% | 0.01% | 453 | -1,187 | -12.79% | Q1 2026 | May 14, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 7,978 | 405 | 0.14% | 0.13% | 454 | +194 | 2.49% | Q1 2026 | Apr 08, 2026 |
| Index Technologies Group LLC | History | Reduced | 7,951 | 403 | 0.44% | 0.6% | 456 | -4,020 | -33.58% | Q1 2026 | Apr 29, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,933 | 403 | 0.04% | 0.03% | 455 | -2,768 | -25.87% | Q1 2026 | May 14, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 7,895 | 401 | 0.37% | 0.35% | 457 | -44 | -0.55% | Q1 2026 | Apr 23, 2026 |
| Altus Wealth Group LLC | History | Added to | 7,850 | 398 | 0.16% | 0.15% | 458 | +200 | 2.61% | Q1 2026 | Apr 27, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 7,820 | 397 | 0.26% | 0.25% | 459 | +116 | 1.51% | Q1 2026 | May 13, 2026 |
| GSG Advisors LLC | History | Added to | 7,809 | 396 | 0.1% | 0.1% | 460 | +51 | 0.66% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 7,790 | 395 | 0.03% | 0.01% | 461 | +4,665 | 149.28% | Q1 2026 | May 08, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 7,143 | 394 | 0.04% | 0.06% | 462 | -1,937 | -21.33% | Q1 2026 | May 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 7,678 | 390 | 0.04% | 0.03% | 463 | +2,610 | 51.5% | Q1 2026 | May 01, 2026 |
| Entelevest, LLC | History | Added to | 7,675 | 389 | 0.39% | 0.28% | 465 | +1,846 | 31.67% | Q1 2026 | May 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 7,659 | 389 | 0.09% | 0.09% | 464 | +201 | 2.7% | Q1 2026 | Apr 17, 2026 |
| Clark Asset Management, LLC | History | Added to | 7,640 | 388 | 0.04% | 0.03% | 467 | +1,138 | 17.5% | Q1 2026 | Apr 16, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 7,651 | 388 | 0.17% | 0.17% | 466 | -73 | -0.95% | Q1 2026 | Apr 10, 2026 |
| Global Financial Private Client, LLC | History | No change | 7,500 | 381 | 0.12% | 0.13% | 468 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 7,481 | 380 | 0.04% | 0.04% | 469 | +346 | 4.85% | Q1 2026 | Apr 15, 2026 |
| Flaharty Asset Management, LLC | History | No change | 7,385 | 375 | 0.05% | 0.04% | 470 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 7,367 | 374 | 0.05% | 0.05% | 471 | -69 | -0.93% | Q1 2026 | Apr 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,265 | 369 | 0.0% | — | 472 | +7,265 | New | Q1 2026 | May 12, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 7,249 | 368 | 0.39% | 0.38% | 473 | -6,475 | -47.18% | Q1 2026 | Apr 28, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 7,175 | 364 | 0.04% | 0.04% | 474 | -40 | -0.55% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 7,135 | 362 | 0.01% | 0.01% | 475 | -1,957 | -21.52% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,088 | 360 | 0.02% | 0.02% | 476 | -2,028 | -22.25% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 7,057 | 358 | 0.3% | 0.28% | 477 | +225 | 3.29% | Q1 2026 | Apr 22, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 6,992 | 355 | 0.18% | 0.17% | 478 | -35 | -0.5% | Q1 2026 | Apr 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 6,918 | 351 | 0.0% | 0.0% | 479 | +453 | 7.01% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,904 | 350 | 0.03% | — | 480 | +6,904 | New | Q1 2026 | May 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 6,812 | 346 | 0.03% | 0.03% | 482 | -675 | -9.02% | Q1 2026 | Apr 20, 2026 |
| Avondale Wealth Management | History | Added to | 6,828 | 346 | 0.17% | 0.16% | 481 | +260 | 3.96% | Q1 2026 | Apr 14, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 6,787 | 344 | 0.06% | 0.07% | 483 | -732 | -9.74% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,765 | 343 | 0.01% | — | 484 | +6,765 | New | Q1 2026 | Apr 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,680 | 339 | 0.02% | 0.02% | 485 | -241 | -3.48% | Q1 2026 | Apr 20, 2026 |
| ProCore Advisors, LLC | History | Reduced | 6,636 | 337 | 0.52% | 0.34% | 486 | -246 | -3.57% | Q1 2026 | Apr 23, 2026 |
| Crewe Advisors LLC | History | No change | 6,545 | 332 | 0.03% | 0.03% | 487 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fairscale Capital, LLC | History | No change | 6,528 | 331 | 0.23% | 0.21% | 488 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 6,500 | 330 | 0.03% | 0.03% | 489 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Apollon Financial, LLC | History | Added to | 6,492 | 329 | 0.05% | 0.04% | 490 | +940 | 16.93% | Q1 2026 | Apr 22, 2026 |
| Foguth Wealth Management, LLC. | History | New | 5,800 | 326 | 0.04% | — | 492 | +5,800 | New | Q1 2026 | Jun 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 6,432 | 326 | 0.12% | 0.1% | 491 | +391 | 6.47% | Q1 2026 | May 05, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 6,320 | 321 | 0.04% | 0.03% | 493 | +131 | 2.12% | Q1 2026 | Apr 15, 2026 |
| ProVise Management Group, LLC | History | Added to | 6,286 | 319 | 0.02% | 0.02% | 494 | +412 | 7.01% | Q1 2026 | May 06, 2026 |
| PFG Investments, LLC | History | Reduced | 6,289 | 319 | 0.01% | 0.01% | 495 | -260 | -3.97% | Q1 2026 | Apr 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 6,292 | 319 | 0.16% | 0.16% | 496 | +111 | 1.8% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Added to | 6,191 | 314 | 0.04% | 0.04% | 497 | +199 | 3.32% | Q1 2026 | Apr 23, 2026 |
| MADDEN SECURITIES Corp | History | No change | 6,150 | 312 | 0.09% | 0.09% | 498 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 6,129 | 311 | 0.02% | 0.02% | 499 | +14 | 0.23% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,113 | 310 | 0.01% | 0.01% | 501 | -459 | -6.98% | Q1 2026 | May 11, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 6,097 | 310 | 0.22% | 0.2% | 500 | -356 | -5.52% | Q1 2026 | Apr 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 6,028 | 306 | 0.02% | — | 503 | +6,028 | New | Q1 2026 | Apr 22, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 6,040 | 306 | 0.05% | 0.05% | 502 | -450 | -6.93% | Q1 2026 | Apr 24, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 6,022 | 305 | 0.01% | 0.01% | 504 | +1,603 | 36.28% | Q1 2026 | May 01, 2026 |
| Highview Capital Management LLC/DE/ | History | New | 5,992 | 304 | 0.11% | — | 505 | +5,992 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,318 | 301 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 5,915 | 300 | 0.15% | 0.08% | 507 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 5,898 | 299 | 0.02% | 0.02% | 508 | +37 | 0.63% | Q1 2026 | Jun 09, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 5,843 | 297 | 0.1% | 0.1% | 509 | +18 | 0.31% | Q1 2026 | Apr 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,768 | 293 | 0.0% | 0.0% | 510 | +5 | 0.09% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 5,613 | 288 | 0.01% | 0.01% | 511 | -769 | -12.05% | Q1 2026 | Apr 28, 2026 |
| Icon Wealth Advisors, LLC | History | New | 5,192 | 286 | 0.02% | — | 512 | +5,192 | New | Q1 2026 | May 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 5,556 | 282 | 0.0% | — | 513 | +5,556 | New | Q1 2026 | Apr 21, 2026 |
| FLAGSTAR ADVISORS INC | History | New | 5,541 | 281 | 0.1% | — | 514 | +5,541 | New | Q1 2026 | May 12, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 5,512 | 280 | 0.28% | 0.24% | 515 | -28 | -0.51% | Q1 2026 | May 13, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 5,437 | 276 | 0.01% | 0.01% | 516 | +951 | 21.2% | Q1 2026 | May 04, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 5,447 | 276 | 0.12% | 0.12% | 517 | +175 | 3.32% | Q1 2026 | May 08, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 5,401 | 274 | 0.02% | 0.02% | 518 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| New Millennium Group LLC | History | No change | 5,744 | 274 | 0.12% | 0.12% | 519 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 5,352 | 271 | 0.17% | 0.17% | 520 | +235 | 4.59% | Q1 2026 | Apr 21, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 5,337 | 271 | 0.17% | 0.16% | 521 | -29 | -0.54% | Q1 2026 | May 15, 2026 |
| Eley Financial Management, Inc | History | New | 5,315 | 270 | 0.1% | — | 523 | +5,315 | New | Q1 2026 | May 19, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 5,332 | 270 | 0.2% | 0.24% | 522 | -958 | -15.23% | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,281 | 268 | 0.0% | 0.0% | 524 | -698 | -11.67% | Q1 2026 | Apr 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 4,767 | 268 | 0.06% | 0.06% | 525 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,200 | 264 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stone Wealth Partners | History | Reduced | 5,158 | 262 | 0.24% | 0.26% | 527 | -904 | -14.91% | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | No change | 5,170 | 262 | 0.11% | 0.11% | 528 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GoalVest Advisory LLC | History | Added to | 5,130 | 260 | 0.05% | 0.04% | 530 | +906 | 21.45% | Q1 2026 | Apr 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 5,135 | 260 | 0.01% | 0.01% | 529 | +33 | 0.65% | Q1 2026 | Apr 28, 2026 |
| Advisor OS, LLC | History | New | 5,115 | 259 | 0.02% | — | 532 | +5,115 | New | Q1 2026 | May 07, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 5,099 | 259 | 0.0% | 0.0% | 531 | -316 | -5.84% | Q1 2026 | May 01, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 5,084 | 258 | 0.17% | 0.16% | 533 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| City Center Advisors, LLC | History | Reduced | 5,071 | 257 | 0.24% | 0.23% | 534 | -218 | -4.12% | Q1 2026 | Apr 07, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 5,056 | 256 | 0.06% | 0.06% | 536 | +28 | 0.56% | Q1 2026 | Apr 30, 2026 |
| Moors & Cabot, Inc. | History | No change | 5,052 | 256 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Added to | 5,034 | 255 | 0.0% | 0.0% | 537 | +1,657 | 49.07% | Q1 2026 | May 14, 2026 |
| Unique Wealth Strategies, LLC | History | Reduced | 5,023 | 255 | 0.1% | 0.1% | 538 | -443 | -8.1% | Q1 2026 | Jul 15, 2026 |
| Colonial Trust Co / SC | History | Reduced | 5,000 | 254 | 0.03% | 0.03% | 540 | -400 | -7.41% | Q1 2026 | May 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 4,999 | 254 | 0.17% | 0.16% | 542 | +23 | 0.46% | Q1 2026 | Apr 21, 2026 |
| NCM Capital Management, LLC | History | No change | 5,006 | 254 | 0.09% | 0.09% | 539 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | No change | 5,015 | 254 | 0.1% | 0.1% | 541 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 5,279 | 252 | 0.08% | 0.08% | 543 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 4,947 | 251 | 0.06% | — | 544 | +4,947 | New | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 4,424 | 250 | 0.05% | 0.05% | 545 | -30 | -0.67% | Q1 2026 | May 01, 2026 |
| Helium Advisors LLC | History | Added to | 4,915 | 249 | 0.24% | 0.23% | 546 | +70 | 1.44% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 4,525 | 246 | 0.01% | — | 547 | +4,525 | New | Q1 2026 | Apr 17, 2026 |
| Apeiron RIA LLC | History | No change | 4,800 | 243 | 0.06% | 0.05% | 548 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 4,761 | 241 | 0.05% | 0.05% | 549 | +34 | 0.72% | Q1 2026 | May 12, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 4,759 | 241 | 0.07% | 0.06% | 550 | +14 | 0.3% | Q1 2026 | Apr 08, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,742 | 240 | 0.09% | 0.04% | 551 | +2,750 | 138.05% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 4,677 | 237 | 0.01% | 0.01% | 552 | -400 | -7.88% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 4,669 | 237 | 0.09% | 0.08% | 553 | +99 | 2.17% | Q1 2026 | May 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 4,637 | 235 | 0.02% | 0.02% | 554 | +406 | 9.6% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 4,602 | 233 | 0.01% | — | 555 | +4,602 | New | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, LLC | History | New | 4,579 | 232 | 0.04% | — | 557 | +4,579 | New | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 4,571 | 232 | 0.0% | 0.0% | 556 | +948 | 26.17% | Q1 2026 | May 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 4,532 | 230 | 0.02% | 0.02% | 559 | -120 | -2.58% | Q1 2026 | Apr 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 4,539 | 230 | 0.02% | 0.02% | 558 | +5 | 0.11% | Q1 2026 | Apr 24, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 4,490 | 228 | 0.03% | 0.02% | 561 | +5 | 0.11% | Q1 2026 | Apr 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 4,500 | 228 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | Added to | 4,473 | 227 | 0.11% | 0.12% | 563 | +28 | 0.63% | Q1 2026 | Apr 24, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 4,470 | 227 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | Reduced | 4,443 | 225 | 0.18% | 0.15% | 565 | -1,067 | -19.36% | Q1 2026 | May 11, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 4,429 | 225 | 0.14% | 0.13% | 564 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Trust Point Inc. | History | Reduced | 4,420 | 224 | 0.02% | 0.02% | 566 | -156 | -3.41% | Q1 2026 | Apr 15, 2026 |
| GenTrust, LLC | History | Reduced | 4,400 | 223 | 0.01% | 0.02% | 568 | -2,885 | -39.6% | Q1 2026 | Apr 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 4,408 | 223 | 0.04% | 0.04% | 567 | +18 | 0.41% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | New | 4,383 | 222 | 0.02% | — | 570 | +4,383 | New | Q1 2026 | May 05, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 4,385 | 222 | 0.0% | 0.0% | 569 | -500 | -10.24% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 4,350 | 221 | 0.01% | 0.01% | 571 | +2 | 0.05% | Q1 2026 | Apr 28, 2026 |
| GeoWealth Management, LLC | History | Added to | 4,344 | 220 | 0.01% | 0.01% | 572 | +223 | 5.41% | Q1 2026 | May 13, 2026 |
| Arista Wealth Management, LLC | History | No change | 4,330 | 220 | 0.03% | 0.03% | 573 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,285 | 217 | 0.02% | 0.01% | 574 | +23 | 0.54% | Q1 2026 | May 05, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 4,257 | 215 | 0.03% | — | 575 | +4,257 | New | Q1 2026 | Apr 27, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 4,226 | 214 | 0.2% | — | 577 | +4,226 | New | Q1 2026 | Apr 10, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 4,224 | 214 | 0.13% | 0.13% | 576 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 4,196 | 213 | 0.11% | 0.1% | 578 | -585 | -12.24% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | New | 4,155 | 211 | 0.0% | — | 579 | +4,155 | New | Q1 2026 | May 08, 2026 |
| Joseph P. Lucia & Associates, LLC | History | New | 4,155 | 211 | 0.08% | — | 580 | +4,155 | New | Q1 2026 | May 14, 2026 |
| CHANNEL WEALTH LLC | History | New | 4,096 | 208 | 0.05% | — | 581 | +4,096 | New | Q1 2026 | May 11, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 4,087 | 207 | 0.03% | 0.03% | 582 | -264 | -6.07% | Q1 2026 | Apr 23, 2026 |
| NWF Advisory Services Inc. | History | New | 4,060 | 206 | 0.02% | — | 583 | +4,060 | New | Q1 2026 | May 04, 2026 |
| Peoples Bank/KS | History | New | 4,050 | 205 | 0.21% | — | 584 | +4,050 | New | Q1 2026 | Apr 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 4,031 | 204 | 0.06% | — | 587 | +4,031 | New | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | New | 4,027 | 204 | 0.01% | — | 586 | +4,027 | New | Q1 2026 | Apr 30, 2026 |
| Lakewood Asset Management LLC | History | New | 4,027 | 204 | 0.13% | — | 588 | +4,027 | New | Q1 2026 | Apr 22, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 4,025 | 204 | 0.06% | — | 585 | +4,025 | New | Q1 2026 | Apr 06, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 4,000 | 203 | 0.06% | 0.06% | 589 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Boreal Capital Management LLC | History | No change | 4,000 | 203 | 0.17% | 0.14% | 590 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 3,715 | 202 | 0.03% | 0.04% | 591 | -2,411 | -39.36% | Q1 2026 | Apr 20, 2026 |
| Valeo Financial Advisors, LLC | History | New | 3,969 | 201 | 0.0% | — | 594 | +3,969 | New | Q1 2026 | May 08, 2026 |
| NOVEM GROUP | History | New | 3,963 | 201 | 0.02% | — | 595 | +3,963 | New | Q1 2026 | Apr 10, 2026 |
| Krilogy Financial LLC | History | New | 3,738 | 201 | 0.01% | — | 593 | +3,738 | New | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 4,211 | 201 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | New | 3,937 | 200 | 0.06% | — | 596 | +3,937 | New | Q1 2026 | Apr 22, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 3,814 | 193 | 0.04% | 0.04% | 597 | +404 | 11.85% | Q1 2026 | May 15, 2026 |
| Security National Bank | History | Reduced | 3,790 | 192 | 0.03% | 0.03% | 598 | -27 | -0.71% | Q1 2026 | Apr 16, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 3,750 | 190 | 0.06% | 0.06% | 599 | +1 | 0.03% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,728 | 189 | 0.0% | 0.0% | 600 | -3,116 | -45.53% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | Added to | 3,265 | 165 | 0.04% | 0.04% | 601 | +70 | 2.19% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,134 | 159 | 0.01% | 0.01% | 602 | +24 | 0.77% | Q1 2026 | Apr 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 3,000 | 152 | 0.01% | — | 604 | +3,000 | New | Q1 2026 | Apr 27, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 3,000 | 152 | 0.01% | 0.01% | 603 | -400 | -11.76% | Q1 2026 | May 01, 2026 |
| Bravera Wealth | History | No change | 2,684 | 136 | 0.06% | 0.06% | 605 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Knuff & Co LLC | History | No change | 2,500 | 127 | 0.04% | 0.04% | 606 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,443 | 124 | 0.09% | 0.1% | 607 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | Reduced | 2,370 | 120 | 0.02% | 0.03% | 608 | -200 | -7.78% | Q1 2026 | May 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,290 | 116 | 0.02% | 0.02% | 609 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,250 | 114 | 0.01% | 0.01% | 610 | -312 | -12.18% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,205 | 112 | 0.02% | 0.02% | 611 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,545 | 110 | 0.05% | 0.04% | 612 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| True Link Financial Advisors, LLC | History | New | 2,110 | 107 | 0.01% | — | 613 | +2,110 | New | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,044 | 103 | 0.01% | 0.01% | 614 | +2 | 0.1% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,943 | 98 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,884 | 95 | 0.0% | 0.0% | 616 | +1,214 | 181.19% | Q1 2026 | Apr 23, 2026 |
| BankPlus Trust Department | History | No change | 1,880 | 95 | 0.03% | 0.02% | 617 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Added to | 1,816 | 92 | 0.01% | 0.01% | 618 | +1 | 0.06% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | Added to | 1,692 | 85 | 0.0% | 0.0% | 619 | +60 | 3.68% | Q1 2026 | Apr 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,657 | 84 | 0.01% | 0.01% | 620 | -826 | -33.27% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Added to | 1,620 | 82 | 0.0% | 0.0% | 621 | +945 | 140.0% | Q1 2026 | May 11, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 1,565 | 79 | 0.03% | 0.02% | 622 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,617 | 77 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,392 | 66 | 0.02% | 0.02% | 624 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,221 | 62 | 0.01% | 0.01% | 625 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,205 | 61 | 0.02% | 0.02% | 626 | +8 | 0.67% | Q1 2026 | Apr 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,182 | 60 | 0.02% | 0.02% | 627 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,157 | 59 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FRANKLIN RESOURCES INC | History | New | 1,133 | 57 | 0.0% | — | 629 | +1,133 | New | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,107 | 56 | 0.03% | 0.03% | 630 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Added to | 1,098 | 55 | 0.0% | 0.0% | 631 | +386 | 54.21% | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,079 | 54 | 0.01% | 0.0% | 633 | +902 | 509.6% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,054 | 54 | 0.0% | 0.0% | 632 | -40 | -3.66% | Q1 2026 | Apr 27, 2026 |
| Main Street Group, LTD | History | New | 1,013 | 51 | 0.01% | — | 636 | +1,013 | New | Q1 2026 | May 06, 2026 |
| Solstein Capital, LLC | History | New | 1,005 | 51 | 0.02% | — | 635 | +1,005 | New | Q1 2026 | May 14, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 1,019 | 51 | 0.01% | 0.0% | 634 | +599 | 142.62% | Q1 2026 | Jun 24, 2026 |
| HHM Wealth Advisors, LLC | History | New | 925 | 47 | 0.01% | — | 637 | +925 | New | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | Reduced | 891 | 45 | 0.01% | 0.01% | 638 | -68 | -7.09% | Q1 2026 | Apr 24, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 891 | 45 | 0.02% | 0.02% | 639 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parvin Asset Management, LLC | History | No change | 865 | 43 | 0.03% | 0.03% | 640 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 800 | 40 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Addison Advisors LLC | History | No change | 800 | 40 | 0.01% | 0.01% | 642 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bank of New Hampshire | History | No change | 800 | 40 | 0.01% | 0.01% | 643 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 776 | 39 | 0.02% | 0.01% | 645 | +6 | 0.78% | Q1 2026 | Apr 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 768 | 39 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BAYBAN | History | No change | 787 | 39 | 0.03% | 0.03% | 646 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 767 | 38 | 0.0% | — | 651 | +767 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 758 | 38 | 0.0% | 0.0% | 647 | +40 | 5.57% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 744 | 38 | 0.0% | 0.0% | 649 | -23 | -3.0% | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | Added to | 767 | 38 | 0.01% | 0.01% | 648 | +5 | 0.66% | Q1 2026 | Apr 30, 2026 |
| Sunrise Financial Services, LLC | History | No change | 759 | 38 | 0.03% | 0.03% | 650 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LOM Asset Management Ltd | History | Reduced | 740 | 37 | 0.01% | 0.01% | 652 | -200 | -21.28% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 717 | 36 | 0.0% | 0.0% | 653 | +80 | 12.56% | Q1 2026 | May 11, 2026 |
| MOTCO | History | No change | 696 | 35 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avalon Trust Co | History | Reduced | 671 | 34 | 0.0% | 0.01% | 655 | -1,000 | -59.84% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 671 | 34 | 0.0% | 0.0% | 656 | +501 | 294.71% | Q1 2026 | Apr 27, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 614 | 34 | 0.02% | 0.06% | 658 | -199 | -24.48% | Q1 2026 | Jul 01, 2026 |
| Millstone Evans Group, LLC | History | No change | 688 | 34 | 0.02% | 0.02% | 657 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 651 | 33 | 0.0% | 0.0% | 659 | -174 | -21.09% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | New | 604 | 30 | 0.0% | — | 661 | +604 | New | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 607 | 30 | 0.02% | 0.01% | 660 | +2 | 0.33% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 572 | 29 | 0.0% | 0.0% | 662 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | New | 570 | 28 | 0.0% | — | 663 | +570 | New | Q1 2026 | Apr 28, 2026 |
| Axiom Investment Management LLC | History | New | 556 | 28 | 0.02% | — | 664 | +556 | New | Q1 2026 | May 26, 2026 |
| Forum Finance Group S.A. | History | New | 650 | 27 | 0.01% | — | 669 | +650 | New | Q1 2026 | May 07, 2026 |
| HOWE & RUSLING INC | History | Reduced | 538 | 27 | 0.0% | 0.0% | 665 | -26 | -4.61% | Q1 2026 | Apr 28, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 545 | 27 | 0.01% | 0.01% | 666 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 537 | 27 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Operose Advisors LLC | History | No change | 545 | 27 | 0.01% | 0.01% | 668 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | Added to | 520 | 26 | 0.01% | 0.01% | 671 | +4 | 0.78% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | Added to | 518 | 26 | 0.01% | 0.01% | 670 | +3 | 0.58% | Q1 2026 | May 06, 2026 |
| Bank of Jackson Hole Trust | History | New | 500 | 25 | 0.01% | — | 673 | +500 | New | Q1 2026 | May 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 500 | 25 | 0.07% | 0.06% | 672 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | Reduced | 486 | 24 | 0.0% | 0.01% | 674 | -295 | -37.77% | Q1 2026 | May 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 470 | 23 | 0.0% | — | 676 | +470 | New | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | New | 455 | 23 | 0.0% | — | 675 | +455 | New | Q1 2026 | Apr 23, 2026 |
| Pacific Center for Financial Services | History | Added to | 448 | 22 | 0.01% | 0.01% | 678 | +2 | 0.45% | Q1 2026 | May 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 450 | 22 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 428 | 21 | 0.01% | 0.01% | 680 | -73 | -14.57% | Q1 2026 | May 01, 2026 |
| MCF Advisors LLC | History | No change | 420 | 21 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 421 | 20 | 0.02% | 0.02% | 681 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Monetary Solutions, Ltd | History | No change | 357 | 18 | 0.02% | 0.02% | 682 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 329 | 16 | 0.01% | 0.01% | 683 | -86 | -20.72% | Q1 2026 | Apr 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 334 | 16 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hughes Financial Services, LLC | History | New | 309 | 15 | 0.0% | — | 686 | +309 | New | Q1 2026 | Apr 29, 2026 |
| Trask Adam Roland | History | New | 300 | 15 | 0.01% | — | 687 | +300 | New | Q1 2026 | May 15, 2026 |
| Global Trust Asset Management, LLC | History | No change | 300 | 15 | 0.01% | 0.01% | 685 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 281 | 14 | 0.0% | — | 691 | +281 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 294 | 14 | 0.0% | 0.0% | 688 | +265 | 913.79% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 295 | 14 | 0.0% | 0.0% | 690 | +92 | 45.32% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | No change | 294 | 14 | 0.01% | 0.01% | 689 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 234 | 13 | 0.0% | — | 695 | +234 | New | Q1 2026 | May 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 273 | 13 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gen-Wealth Partners Inc | History | No change | 275 | 13 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 262 | 13 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arlington Trust Co LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 225 | 11 | 0.0% | 0.0% | 698 | -2,770 | -92.49% | Q1 2026 | Apr 07, 2026 |
| Purpose Unlimited Inc. | History | New | 228 | 11 | 0.0% | — | 703 | +228 | New | Q1 2026 | May 15, 2026 |
| YANKCOM Partnership | History | New | 226 | 11 | 0.0% | — | 702 | +226 | New | Q1 2026 | Apr 20, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 220 | 11 | 0.0% | 0.0% | 697 | -100 | -31.25% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 228 | 11 | 0.0% | 0.0% | 699 | -52 | -18.57% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 235 | 11 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 219 | 11 | 0.01% | 0.01% | 701 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Accordant Advisory Group Inc | History | New | 199 | 10 | 0.01% | — | 710 | +199 | New | Q1 2026 | May 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 206 | 10 | 0.01% | 0.0% | 707 | +2 | 0.98% | Q1 2026 | Apr 24, 2026 |
| SWAN Capital LLC | History | Added to | 202 | 10 | 0.0% | 0.0% | 709 | +2 | 1.0% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 206 | 10 | 0.0% | 0.0% | 708 | +1 | 0.49% | Q1 2026 | May 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 200 | 10 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Asset Dedication, LLC | History | No change | 203 | 10 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 208 | 10 | 0.0% | 0.0% | 706 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 181 | 9 | 0.0% | 0.0% | 711 | +158 | 686.96% | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | Reduced | 182 | 9 | 0.0% | 0.0% | 714 | -66 | -26.61% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | No change | 185 | 9 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 195 | 9 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 176 | 8 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 156 | 7 | 0.0% | — | 717 | +156 | New | Q1 2026 | May 12, 2026 |
| Avion Wealth | History | New | 144 | 7 | 0.0% | — | 716 | +144 | New | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 110 | 6 | 0.0% | 0.02% | 718 | -808 | -88.02% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 125 | 6 | 0.0% | — | 719 | +125 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 120 | 6 | 0.0% | — | 720 | +120 | New | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | Added to | 101 | 5 | 0.0% | 0.0% | 723 | +5 | 5.21% | Q1 2026 | Apr 24, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 100 | 5 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 94 | 4 | 0.0% | — | 729 | +94 | New | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | New | 80 | 4 | 0.0% | — | 730 | +80 | New | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Added to | 86 | 4 | 0.0% | 0.0% | 726 | +36 | 72.0% | Q1 2026 | May 19, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 88 | 4 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 95 | 4 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Clayton Financial Group LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| First Command Advisory Services, Inc. | History | New | 63 | 3 | 0.0% | — | 739 | +63 | New | Q1 2026 | May 07, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 62 | 3 | 0.0% | — | 738 | +62 | New | Q1 2026 | Apr 16, 2026 |
| Rossby Financial, LCC | History | Added to | 63 | 3 | 0.0% | — | 737 | +59 | 1475.0% | Q1 2026 | May 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 60 | 3 | 0.0% | 0.0% | 731 | +30 | 100.0% | Q1 2026 | Apr 16, 2026 |
| Morse Asset Management, Inc | History | Added to | 76 | 3 | 0.0% | 0.0% | 733 | +20 | 35.71% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 63 | 3 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Activest Wealth Management | History | No change | 76 | 3 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aspect Partners, LLC | History | No change | 76 | 3 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Lummis Asset Management, LP | History | No change | 70 | 3 | 0.0% | 0.0% | 736 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Heritage Wealth Advisors | History | New | 55 | 2 | 0.0% | — | 744 | +55 | New | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 50 | 2 | 0.0% | — | 742 | +50 | New | Q1 2026 | Apr 29, 2026 |
| EASTERN BANK | History | New | 44 | 2 | 0.0% | — | 743 | +44 | New | Q1 2026 | Apr 07, 2026 |
| BALLAST ADVISORS LLC | History | New | 43 | 2 | 0.0% | — | 745 | +43 | New | Q1 2026 | Jun 23, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 43 | 2 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Motiv8 Investments LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | New | 35 | 1 | 0.0% | — | 748 | +35 | New | Q1 2026 | May 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 26 | 1 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Red Tortoise LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 747 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -149,684 | -100.0% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -55,250 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -49,678 | -100.0% | Q1 2026 | May 01, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -43,219 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -36,610 | -100.0% | Q1 2026 | May 12, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -29,475 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,213 | -100.0% | Q1 2026 | May 15, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,050 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -9,443 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,491 | -100.0% | Q1 2026 | May 12, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,096 | -100.0% | Q1 2026 | May 04, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,562 | -100.0% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,058 | -100.0% | Q1 2026 | May 20, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -4,973 | -100.0% | Q1 2026 | Apr 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,804 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -4,521 | -100.0% | Q1 2026 | May 12, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,480 | -100.0% | Q1 2026 | Apr 07, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,471 | -100.0% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,460 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -2,443 | -100.0% | Q1 2026 | May 01, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,607 | -100.0% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,140 | -100.0% | Q1 2026 | May 06, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -931 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Main Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -858 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -810 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -686 | -100.0% | Q1 2026 | Apr 15, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -571 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Sankala Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -302 | -100.0% | Q1 2026 | Mar 31, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q1 2026 | May 06, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -151 | -100.0% | Q1 2026 | Apr 16, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 04, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 05, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 15, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 01, 2026 |
| Bernard Wealth Management Corp. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |