iSHARES TRUST - PFF
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 | 22,748,180 | 689,724 | 0.05% | 0.05% | 1 | +84,382 | 0.37% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 15,022,935 | 455,495 | 0.03% | 0.03% | 2 | -787,793 | -4.98% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,476,370 | 287,323 | 0.05% | 0.05% | 3 | -14,928 | -0.16% | Q1 2026 | Jul 08, 2026 |
| LPL Financial LLC | History | Reduced | 7,711,936 | 233,825 | 0.06% | 0.07% | 4 | -151,331 | -1.92% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 6,095,089 | 184,803 | 0.03% | 0.03% | 5 | +59,754 | 0.99% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,250,829 | 128,884 | 0.02% | 0.02% | 6 | +147,990 | 3.61% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,203,450 | 127,448 | 0.03% | 0.04% | 7 | +246,021 | 6.22% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 3,425,136 | 103,807 | 0.12% | 0.14% | 8 | -374,170 | -9.85% | Q1 2026 | May 13, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 2,899,087 | 87,900 | 4.94% | 4.83% | 9 | -7,210 | -0.25% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,766,735 | 83,887 | 0.0% | 0.0% | 10 | +338,284 | 13.93% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,203,190 | 66,800 | 0.01% | 0.01% | 11 | +65,168 | 3.05% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,158,308 | 65,439 | 0.02% | 0.03% | 12 | -1,073,647 | -33.22% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 1,945,954 | 59,001 | 0.86% | 0.89% | 13 | +51,680 | 2.73% | Q1 2026 | Apr 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,714,585 | 51,986 | 0.07% | 0.08% | 14 | -107,811 | -5.92% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,675,635 | 50,805 | 0.26% | 0.28% | 15 | +29,919 | 1.82% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,567,996 | 47,541 | 0.06% | 0.06% | 16 | -193,855 | -11.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,544,205 | 46,820 | 0.05% | 0.06% | 17 | -224,038 | -12.67% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,520,559 | 46,103 | 0.08% | 0.12% | 18 | +290,186 | 23.59% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,451,189 | 44,000 | 0.08% | 0.07% | 19 | +132,256 | 10.03% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,401,664 | 42,506 | 0.01% | 0.01% | 20 | -50,634 | -3.49% | Q1 2026 | Jul 17, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 1,299,624 | 39,404 | 0.8% | 0.63% | 21 | +149,021 | 12.95% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Added to | 1,250,261 | 37,907 | 0.37% | 0.34% | 22 | +41,825 | 3.46% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,190,803 | 36,107 | 0.05% | 0.06% | 23 | -65,827 | -5.24% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,150,748 | 34,890 | 0.05% | 0.05% | 24 | -161,413 | -12.3% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,088,817 | 33,012 | 0.05% | 0.05% | 25 | +32,263 | 3.05% | Q1 2026 | May 14, 2026 |
| GDS Wealth Management | History | Added to | 1,055,067 | 31,989 | 1.92% | 1.84% | 26 | +106,253 | 11.2% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,042,474 | 31,607 | 0.02% | 0.02% | 27 | -2,286 | -0.22% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,014,821 | 30,769 | 0.03% | 0.02% | 28 | +171,709 | 20.37% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 981,595 | 29,761 | 0.17% | 0.17% | 29 | +54,220 | 5.85% | Q1 2026 | May 15, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | Reduced | 955,500 | 28,970 | 1.9% | 1.98% | 30 | -21,600 | -2.21% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 886,124 | 26,866 | 0.04% | 0.03% | 31 | +112,507 | 14.54% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 855,355 | 25,934 | 1.54% | 1.38% | 32 | +91,751 | 12.02% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 844,875 | 25,616 | 0.12% | 0.14% | 33 | +25,487 | 3.11% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Reduced | 833,086 | 25,259 | 0.55% | 0.51% | 34 | -101,911 | -10.9% | Q1 2026 | May 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 821,917 | 24,920 | 0.84% | 0.84% | 35 | +32,123 | 4.07% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 815,849 | 24,736 | 0.03% | 0.03% | 36 | +46,790 | 6.08% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 850,228 | 24,712 | 0.05% | 0.04% | 37 | -183,510 | -17.75% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 756,173 | 22,927 | 0.0% | 0.0% | 38 | -136,785 | -15.32% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 711,524 | 21,573 | 0.05% | 0.03% | 39 | +355,168 | 99.67% | Q1 2026 | May 14, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 691,884 | 20,977 | 5.26% | 5.52% | 40 | -2,090 | -0.3% | Q1 2026 | May 07, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 679,894 | 20,614 | 0.3% | 0.32% | 41 | +35,034 | 5.43% | Q1 2026 | Apr 10, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 676,190 | 20,502 | 2.91% | 3.1% | 42 | -24,319 | -3.47% | Q1 2026 | May 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 635,437 | 19,266 | 0.07% | 0.07% | 43 | +74,238 | 13.23% | Q1 2026 | Apr 30, 2026 |
| Northside Capital Management, LLC | History | Added to | 632,669 | 19,182 | 1.68% | 1.69% | 44 | +3,847 | 0.61% | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | Added to | 631,888 | 19,158 | 0.01% | 0.01% | 45 | +61,707 | 10.82% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 613,352 | 18,596 | 0.07% | 0.07% | 46 | -29,943 | -4.65% | Q1 2026 | Apr 24, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 595,897 | 18,067 | 3.06% | 2.65% | 47 | +78,027 | 15.07% | Q1 2026 | Apr 28, 2026 |
| WELCH & FORBES LLC | History | Reduced | 584,741 | 17,729 | 0.23% | 0.22% | 48 | -9,686 | -1.63% | Q1 2026 | May 01, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 584,595 | 17,724 | 0.01% | 0.01% | 49 | -8,034 | -1.36% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 536,356 | 16,262 | 0.04% | 0.04% | 50 | -3,405 | -0.63% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 514,757 | 15,607 | 0.08% | 0.07% | 51 | +119,402 | 30.2% | Q1 2026 | May 05, 2026 |
| SWAN Capital LLC | History | Added to | 504,455 | 15,295 | 5.62% | 4.93% | 52 | +95,315 | 23.3% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 496,990 | 15,068 | 0.04% | 0.04% | 53 | -67,919 | -12.02% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 493,472 | 14,962 | 0.19% | 0.2% | 54 | -19,919 | -3.88% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 492,031 | 14,959 | 0.07% | 0.08% | 55 | +22,232 | 4.73% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 485,447 | 14,718 | 0.17% | 0.22% | 56 | -154,287 | -24.12% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 483,085 | 14,647 | 0.08% | 0.06% | 57 | -23,053 | -4.55% | Q1 2026 | Apr 29, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 479,626 | 14,542 | 4.02% | 4.33% | 58 | -85,996 | -15.2% | Q1 2026 | Apr 28, 2026 |
| Ballast, Inc. | History | Added to | 428,201 | 12,983 | 3.0% | 3.01% | 59 | +12,830 | 3.09% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 426,435 | 12,929 | 0.36% | 0.36% | 60 | -18,525 | -4.16% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 425,934 | 12,914 | 0.05% | 0.05% | 61 | +15,381 | 3.75% | Q1 2026 | Jun 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 423,491 | 12,840 | 0.35% | 0.34% | 62 | -2,415 | -0.57% | Q1 2026 | Apr 27, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 409,668 | 12,421 | 0.81% | 0.8% | 63 | +1,326 | 0.32% | Q1 2026 | Apr 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 401,374 | 12,169 | 0.26% | 0.25% | 64 | +11,428 | 2.93% | Q1 2026 | May 13, 2026 |
| CONNING INC. | History | No change | 390,500 | 11,839 | 0.39% | 0.4% | 65 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 385,564 | 11,628 | 0.01% | 0.01% | 66 | -54,877 | -12.46% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 382,913 | 11,609 | 0.02% | 0.02% | 67 | +95,996 | 33.46% | Q1 2026 | May 14, 2026 |
| Oak Harvest Investment Services | History | Added to | 370,881 | 11,245 | 1.17% | 1.16% | 68 | +27,878 | 8.13% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 364,904 | 11,063 | 0.02% | 0.02% | 69 | -45,995 | -11.19% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 350,499 | 10,627 | 0.01% | 0.01% | 70 | -6,462 | -1.81% | Q1 2026 | May 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 345,299 | 10,469 | 2.36% | 2.34% | 71 | +15,543 | 4.71% | Q1 2026 | Apr 02, 2026 |
| Stablepoint Partners, LLC | History | Added to | 339,843 | 10,304 | 1.53% | 1.3% | 72 | +71,137 | 26.47% | Q1 2026 | Apr 30, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 337,623 | 10,236 | 0.29% | 0.3% | 73 | -13,108 | -3.74% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 309,493 | 9,383 | 0.0% | 0.0% | 74 | +13,703 | 4.63% | Q1 2026 | May 13, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 303,633 | 9,206 | 5.45% | 6.55% | 75 | +8,232 | 2.79% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 301,206 | 9,133 | 0.07% | 0.07% | 76 | +4,128 | 1.39% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Reduced | 299,020 | 9,066 | 0.2% | 0.22% | 77 | -516 | -0.17% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 286,598 | 8,689 | 0.05% | 0.04% | 78 | +25,889 | 9.93% | Q1 2026 | Apr 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 285,545 | 8,657 | 0.47% | 0.45% | 79 | +23,002 | 8.76% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 276,559 | 8,345 | 0.01% | 0.01% | 80 | -62,143 | -18.35% | Q1 2026 | May 15, 2026 |
| Parkside Investments, LLC | History | Reduced | 271,161 | 8,221 | 1.0% | 1.81% | 81 | -192,881 | -41.57% | Q1 2026 | Apr 08, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 268,351 | 8,136 | 2.18% | 2.13% | 82 | +14,823 | 5.85% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 268,263 | 8,133 | 0.04% | 0.05% | 83 | -15,099 | -5.33% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 266,024 | 8,066 | 0.13% | 0.12% | 84 | +23,337 | 9.62% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 252,754 | 7,663 | 0.0% | 0.0% | 85 | +120,302 | 90.83% | Q1 2026 | May 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 250,629 | 7,599 | 0.1% | 0.1% | 86 | -10,411 | -3.99% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 245,423 | 7,598 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 239,794 | 7,424 | 3.06% | 3.06% | 88 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 243,711 | 7,389 | 0.12% | 0.1% | 89 | +79,480 | 48.4% | Q1 2026 | Apr 21, 2026 |
| Capital Square, LLC | History | Added to | 233,580 | 7,362 | 3.39% | 4.64% | 90 | +204,209 | 695.27% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 240,717 | 7,298 | 0.42% | 0.43% | 91 | +8,781 | 3.79% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 236,520 | 7,171 | 0.03% | 0.03% | 92 | +13,889 | 6.24% | Q1 2026 | Apr 24, 2026 |
| Centiva Capital, LP | History | New | 232,700 | 7,055 | 0.05% | — | 93 | +232,700 | New | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 232,378 | 7,045 | 0.04% | 0.04% | 94 | +5,157 | 2.27% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 231,987 | 7,033 | 0.02% | 0.02% | 95 | +41,646 | 21.88% | Q1 2026 | May 13, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 225,271 | 6,830 | 0.76% | 2.04% | 96 | -349,772 | -60.83% | Q1 2026 | Apr 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 218,889 | 6,636 | 0.07% | 0.07% | 97 | -626 | -0.29% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 217,935 | 6,607 | 0.84% | 0.82% | 98 | +1,518 | 0.7% | Q1 2026 | May 11, 2026 |
| CIM, LLC | History | Added to | 209,989 | 6,366 | 0.92% | 0.85% | 99 | +187 | 0.09% | Q1 2026 | May 18, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 208,496 | 6,321 | 0.17% | 0.16% | 100 | +5,762 | 2.84% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 201,189 | 6,319 | 4.06% | 4.15% | 101 | +9,325 | 4.86% | Q1 2026 | May 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 203,233 | 6,162 | 0.2% | 0.24% | 102 | -22,279 | -9.88% | Q1 2026 | May 06, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 203,165 | 6,159 | 1.29% | 1.22% | 103 | +24,485 | 13.7% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 203,102 | 6,158 | 5.25% | 5.58% | 104 | +15,742 | 8.4% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 200,326 | 6,073 | 0.0% | 0.0% | 105 | +37,440 | 22.99% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 198,332 | 6,013 | 0.01% | 0.01% | 106 | +14,495 | 7.88% | Q1 2026 | May 06, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 196,083 | 5,945 | 0.98% | 0.88% | 107 | +13,116 | 7.17% | Q1 2026 | May 28, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 193,089 | 5,854 | 6.12% | 5.86% | 108 | +7,993 | 4.32% | Q1 2026 | May 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 192,692 | 5,842 | 0.05% | 0.16% | 109 | -469,794 | -70.91% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 192,470 | 5,835 | 0.03% | 0.04% | 110 | +16,972 | 9.67% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 191,640 | 5,810 | 0.13% | 0.13% | 111 | +4,191 | 2.24% | Q1 2026 | May 15, 2026 |
| Kentucky Trust Co | History | Added to | 190,380 | 5,772 | 3.03% | 3.12% | 112 | +309 | 0.16% | Q1 2026 | Apr 17, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 190,070 | 5,762 | 1.35% | 1.25% | 113 | +15,182 | 8.68% | Q1 2026 | May 08, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 189,156 | 5,735 | 0.77% | 0.86% | 114 | +15,779 | 9.1% | Q1 2026 | May 15, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 186,725 | 5,661 | 0.55% | 0.64% | 115 | -20,015 | -9.68% | Q1 2026 | Apr 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 182,404 | 5,647 | 0.0% | 0.0% | 116 | -3,052 | -1.65% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 185,560 | 5,626 | 2.1% | 2.08% | 117 | -358 | -0.19% | Q1 2026 | May 18, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 185,133 | 5,613 | 1.18% | 1.16% | 118 | +16,065 | 9.5% | Q1 2026 | Apr 30, 2026 |
| Arch Global Advisors, LLC | History | New | 180,811 | 5,482 | 2.86% | — | 119 | +180,811 | New | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 179,158 | 5,432 | 0.04% | 0.01% | 120 | +164,145 | 1093.35% | Q1 2026 | May 15, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 177,000 | 5,366 | 0.63% | 0.59% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Added to | 174,498 | 5,290 | 1.01% | 0.92% | 122 | +13,083 | 8.11% | Q1 2026 | Apr 03, 2026 |
| Brookstone Capital Management | History | Added to | 174,407 | 5,288 | 0.06% | 0.06% | 123 | +548 | 0.32% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Added to | 172,498 | 5,230 | 0.0% | 0.0% | 124 | +23,207 | 15.54% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 170,540 | 5,170 | 0.16% | 0.17% | 125 | +1,236 | 0.73% | Q1 2026 | Apr 27, 2026 |
| BOS Asset Management, LLC | History | Reduced | 166,753 | 5,055 | 1.29% | 1.39% | 126 | -798 | -0.48% | Q1 2026 | Apr 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 163,809 | 4,967 | 0.24% | 0.22% | 127 | +7,711 | 4.94% | Q1 2026 | May 18, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 151,890 | 4,605 | 0.06% | 0.07% | 128 | -13,778 | -8.32% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Reduced | 149,476 | 4,532 | 1.28% | 1.36% | 129 | -5,735 | -3.69% | Q1 2026 | May 01, 2026 |
| Farrow Financial, Inc. | History | New | 148,525 | 4,503 | 2.56% | — | 130 | +148,525 | New | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Reduced | 141,859 | 4,462 | 0.07% | 0.09% | 131 | -3,432 | -2.36% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 146,049 | 4,428 | 0.05% | 0.06% | 132 | -16,196 | -9.98% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 141,280 | 4,283 | 0.6% | 0.61% | 133 | -1,720 | -1.2% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 140,355 | 4,255 | 0.03% | 0.04% | 134 | +75 | 0.05% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 138,372 | 4,197 | 0.15% | — | 135 | +138,372 | New | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 138,320 | 4,189 | 0.23% | 0.24% | 136 | +3,952 | 2.94% | Q1 2026 | May 14, 2026 |
| BANK OF STOCKTON | History | Reduced | 138,134 | 4,188 | 1.29% | 1.27% | 137 | -5,360 | -3.74% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 135,278 | 4,180 | 0.03% | 0.03% | 138 | +15,647 | 13.08% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | Added to | 137,260 | 4,161 | 0.34% | 0.33% | 139 | +7,114 | 5.47% | Q1 2026 | Apr 16, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 135,871 | 4,119 | 1.16% | 1.26% | 140 | -12,006 | -8.12% | Q1 2026 | May 11, 2026 |
| Glaxis Capital Management, LLC | History | Reduced | 135,300 | 4,102 | 5.13% | 10.79% | 141 | -68,200 | -33.51% | Q1 2026 | May 11, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 135,117 | 4,096 | 2.51% | 2.25% | 142 | +25,964 | 23.79% | Q1 2026 | May 04, 2026 |
| Perennial Advisors, LLC | History | Added to | 133,627 | 4,051 | 0.69% | 0.67% | 143 | +3,896 | 3.0% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 132,563 | 4,019 | 0.01% | 0.0% | 144 | +32,230 | 32.12% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 132,081 | 4,004 | 0.01% | 0.0% | 145 | +52,244 | 65.44% | Q1 2026 | May 01, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | Added to | 130,905 | 3,969 | 3.39% | 3.17% | 146 | +7,070 | 5.71% | Q1 2026 | Aug 11, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 130,525 | 3,957 | 1.32% | 1.34% | 147 | -1,259 | -0.96% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 125,575 | 3,887 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 127,830 | 3,875 | 0.0% | 0.0% | 149 | -89,915 | -41.29% | Q1 2026 | May 08, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 127,339 | 3,860 | 2.59% | 3.03% | 150 | -16,999 | -11.78% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 123,061 | 3,809 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 123,013 | 3,730 | 0.11% | 0.11% | 152 | +3,025 | 2.52% | Q1 2026 | Apr 21, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 121,591 | 3,686 | 0.16% | 0.15% | 153 | +7,682 | 6.74% | Q1 2026 | May 08, 2026 |
| Curbstone Financial Management Corp | History | Added to | 119,793 | 3,632 | 0.69% | 0.71% | 154 | +400 | 0.34% | Q1 2026 | Apr 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 120,375 | 3,627 | 0.0% | — | 155 | +120,375 | New | Q1 2026 | May 12, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 118,455 | 3,591 | 0.22% | 0.22% | 156 | -727 | -0.61% | Q1 2026 | May 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 118,360 | 3,588 | 0.24% | 0.25% | 157 | +1,985 | 1.71% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 118,100 | 3,580 | 0.0% | 0.0% | 158 | +33,600 | 39.76% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 117,464 | 3,561 | 0.19% | 0.1% | 159 | +42,721 | 57.16% | Q1 2026 | Apr 28, 2026 |
| Community Bank, N.A. | History | Reduced | 113,732 | 3,447 | 0.41% | 0.44% | 160 | -5,363 | -4.5% | Q1 2026 | May 12, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 113,370 | 3,437 | 0.59% | 0.56% | 161 | +6,716 | 6.3% | Q1 2026 | May 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 112,652 | 3,415 | 0.76% | 0.93% | 162 | -16,102 | -12.51% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Added to | 111,710 | 3,387 | 0.04% | 0.05% | 163 | +265 | 0.24% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 111,688 | 3,386 | 0.06% | 0.03% | 164 | +55,994 | 100.54% | Q1 2026 | Apr 17, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 110,991 | 3,365 | 0.71% | 0.81% | 165 | -5,077 | -4.37% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 110,844 | 3,360 | 0.05% | 0.05% | 166 | +24,348 | 28.15% | Q1 2026 | May 18, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 111,008 | 3,357 | 1.35% | 1.4% | 167 | -7,729 | -6.51% | Q1 2026 | May 13, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 109,468 | 3,319 | 1.29% | 1.35% | 168 | -4,393 | -3.86% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 107,098 | 3,247 | 0.04% | 0.04% | 169 | -1,147 | -1.06% | Q1 2026 | Apr 20, 2026 |
| SP Asset Management LLC | History | Added to | 107,078 | 3,246 | 0.29% | 0.26% | 170 | +665 | 0.62% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 107,055 | 3,245 | 0.05% | 0.04% | 171 | +20,322 | 23.43% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 106,163 | 3,218 | 0.06% | 0.06% | 172 | -3,515 | -3.2% | Q1 2026 | Jun 02, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 106,004 | 3,214 | 0.23% | 0.22% | 173 | +6,869 | 6.93% | Q1 2026 | May 12, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 105,078 | 3,185 | 0.88% | 0.91% | 174 | -546 | -0.52% | Q1 2026 | Apr 14, 2026 |
| Montis Financial, LLC | History | Reduced | 104,427 | 3,166 | 0.65% | 0.69% | 175 | -8,824 | -7.79% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 104,283 | 3,161 | 0.07% | 0.1% | 176 | +39,186 | 60.2% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | Added to | 103,625 | 3,141 | 0.17% | 0.12% | 177 | +49,420 | 91.17% | Q1 2026 | May 14, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 102,501 | 3,107 | 1.66% | 1.7% | 178 | +320 | 0.31% | Q1 2026 | May 07, 2026 |
| Arkos Global Advisors | History | Added to | 102,421 | 3,105 | 0.39% | 0.33% | 179 | +18,277 | 21.72% | Q1 2026 | May 13, 2026 |
| Liberty Capital Management, Inc. | History | No change | 100,030 | 3,096 | 0.58% | 0.58% | 180 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 101,554 | 3,079 | 0.17% | 0.18% | 181 | +2,522 | 2.55% | Q1 2026 | May 11, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 100,372 | 3,043 | 1.48% | — | 182 | +100,372 | New | Q1 2026 | Apr 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 100,208 | 3,038 | 0.08% | 0.08% | 183 | -5,936 | -5.59% | Q1 2026 | Apr 29, 2026 |
| Moran Wealth Management, LLC | History | Added to | 99,304 | 3,010 | 0.09% | 0.06% | 184 | +38,061 | 62.15% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 99,186 | 3,007 | 0.07% | 0.07% | 185 | +15,368 | 18.33% | Q1 2026 | May 15, 2026 |
| WJ Financial Advisors LLC | History | Added to | 98,839 | 2,996 | 2.42% | 2.64% | 186 | +3,249 | 3.4% | Q1 2026 | May 04, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 95,748 | 2,964 | 0.33% | 0.33% | 187 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 97,291 | 2,949 | 0.05% | 0.04% | 188 | +37,229 | 61.98% | Q1 2026 | May 15, 2026 |
| Platform Technology Partners | History | No change | 96,454 | 2,924 | 0.56% | 0.64% | 189 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Crews Bank & Trust | History | Reduced | 96,325 | 2,920 | 0.42% | 0.43% | 190 | -1,550 | -1.58% | Q1 2026 | May 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 96,238 | 2,917 | 0.53% | 0.53% | 191 | +2,467 | 2.63% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 96,563 | 2,908 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 93,768 | 2,903 | 0.26% | 0.26% | 193 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 95,436 | 2,893 | 0.07% | 0.07% | 194 | +5,457 | 6.06% | Q1 2026 | May 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 92,586 | 2,846 | 0.78% | 0.77% | 195 | +104 | 0.11% | Q1 2026 | Apr 30, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 93,608 | 2,838 | 0.25% | — | 196 | +93,608 | New | Q1 2026 | Apr 08, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 93,628 | 2,837 | 2.29% | 2.22% | 197 | +8,801 | 10.38% | Q1 2026 | Apr 08, 2026 |
| Victrix Investment Advisors | History | Reduced | 93,346 | 2,830 | 1.03% | 1.12% | 198 | -60 | -0.06% | Q1 2026 | Apr 09, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 93,001 | 2,819 | 0.02% | 0.02% | 199 | +775 | 0.84% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Reduced | 92,140 | 2,793 | 0.01% | 0.01% | 200 | -2,630 | -2.78% | Q1 2026 | May 14, 2026 |
| Sierra Capital LLC | History | Added to | 91,561 | 2,776 | 0.3% | 0.29% | 201 | +2,331 | 2.61% | Q1 2026 | May 15, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Added to | 90,869 | 2,755 | 0.38% | 0.33% | 202 | +2,306 | 2.6% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 89,953 | 2,727 | 0.01% | 0.01% | 203 | +520 | 0.58% | Q1 2026 | May 15, 2026 |
| Sharper & Granite LLC | History | Added to | 89,515 | 2,714 | 0.93% | 0.89% | 204 | +8,000 | 9.81% | Q1 2026 | Apr 08, 2026 |
| TCTC Holdings, LLC | History | Added to | 88,647 | 2,687 | 0.08% | 0.08% | 205 | +75 | 0.08% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 88,440 | 2,681 | 0.05% | 0.05% | 206 | +5,565 | 6.71% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 88,030 | 2,669 | 0.17% | 0.17% | 207 | +2,590 | 3.03% | Q1 2026 | Apr 28, 2026 |
| RMR Capital Management, LLC | History | Reduced | 87,865 | 2,664 | 1.92% | 1.98% | 208 | -1,166 | -1.31% | Q1 2026 | May 20, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 87,297 | 2,647 | 0.68% | 0.69% | 209 | -7,782 | -8.18% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 87,136 | 2,641 | 0.06% | 0.06% | 210 | -6,099 | -6.54% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 87,020 | 2,638 | 0.09% | 0.1% | 212 | -10,244 | -10.53% | Q1 2026 | May 14, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Reduced | 87,037 | 2,638 | 1.15% | 1.04% | 211 | -744 | -0.85% | Q1 2026 | Aug 03, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 86,750 | 2,630 | 0.19% | 0.19% | 213 | +2,166 | 2.56% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 86,367 | 2,618 | 0.08% | 0.07% | 214 | +11,794 | 15.82% | Q1 2026 | Apr 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 85,020 | 2,577 | 0.63% | 0.66% | 215 | -840 | -0.98% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 84,615 | 2,565 | 0.03% | 0.03% | 216 | +19,518 | 29.98% | Q1 2026 | May 15, 2026 |
| Mount Lucas Management LP | History | Reduced | 84,540 | 2,563 | 0.95% | 1.19% | 217 | -11,923 | -12.36% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 83,384 | 2,528 | 0.14% | 0.16% | 218 | -10,361 | -11.05% | Q1 2026 | Apr 23, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 82,141 | 2,490 | 1.8% | 1.05% | 219 | +41,478 | 102.0% | Q1 2026 | May 07, 2026 |
| Tidal Investments LLC | History | Added to | 82,141 | 2,487 | 0.01% | 0.0% | 220 | +41,478 | 102.0% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 81,756 | 2,478 | 0.02% | 0.02% | 221 | +4,037 | 5.19% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 81,705 | 2,477 | 0.03% | 0.03% | 222 | +343 | 0.42% | Q1 2026 | May 05, 2026 |
| Peoples Bank/KS | History | Reduced | 81,260 | 2,463 | 2.48% | 2.56% | 223 | -1,055 | -1.28% | Q1 2026 | Apr 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 80,928 | 2,453 | 0.51% | 0.47% | 224 | +9,738 | 13.68% | Q1 2026 | May 15, 2026 |
| Graetz Wealth LLC | History | Added to | 80,588 | 2,443 | 2.18% | 1.48% | 225 | +28,161 | 53.71% | Q1 2026 | Apr 30, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 79,589 | 2,413 | 2.22% | 2.21% | 226 | +1,290 | 1.65% | Q1 2026 | Apr 08, 2026 |
| Destination Wealth Management | History | Added to | 79,356 | 2,406 | 0.06% | 0.06% | 227 | +5,364 | 7.25% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Added to | 78,423 | 2,377 | 0.2% | 0.2% | 228 | +11 | 0.01% | Q1 2026 | May 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 77,508 | 2,350 | 0.59% | 0.6% | 229 | -3,096 | -3.84% | Q1 2026 | Apr 28, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 77,496 | 2,349 | 1.55% | 1.68% | 230 | -7,322 | -8.63% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 77,283 | 2,343 | 0.01% | 0.01% | 231 | +1,904 | 2.53% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 77,069 | 2,336 | 0.06% | 0.06% | 232 | -6,345 | -7.61% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 76,213 | 2,310 | 0.03% | 0.06% | 234 | -34,751 | -31.32% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 76,191 | 2,310 | 0.12% | 0.13% | 233 | -1,959 | -2.51% | Q1 2026 | Apr 15, 2026 |
| Ballentine Partners, LLC | History | No change | 74,605 | 2,262 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 73,685 | 2,234 | 0.15% | 0.15% | 236 | +2,490 | 3.5% | Q1 2026 | Apr 10, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 73,205 | 2,219 | 0.2% | 0.19% | 237 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 73,014 | 2,213 | 0.61% | 0.65% | 238 | -2,579 | -3.41% | Q1 2026 | May 08, 2026 |
| Procyon Advisors, LLC | History | Reduced | 72,958 | 2,212 | 0.11% | 0.11% | 239 | -2,094 | -2.79% | Q1 2026 | May 04, 2026 |
| Disciplined Investments, LLC | History | Reduced | 72,892 | 2,210 | 0.79% | 0.88% | 240 | -1,074 | -1.45% | Q1 2026 | May 12, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 72,844 | 2,208 | 1.36% | 1.42% | 241 | -2,645 | -3.5% | Q1 2026 | Apr 16, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Added to | 72,742 | 2,205 | 2.13% | 2.16% | 242 | +22 | 0.03% | Q1 2026 | Jun 11, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 72,006 | 2,196 | 0.13% | 0.13% | 243 | +876 | 1.23% | Q1 2026 | Apr 07, 2026 |
| Janney Capital Management LLC | History | No change | 70,880 | 2,194 | 0.14% | 0.14% | 244 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 72,317 | 2,192 | 0.42% | 0.4% | 245 | -1,124 | -1.53% | Q1 2026 | Apr 29, 2026 |
| AlphaCore Capital LLC | History | Added to | 71,992 | 2,182 | 0.05% | 0.05% | 246 | +6,467 | 9.87% | Q1 2026 | May 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 70,472 | 2,181 | 3.3% | 3.3% | 247 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | Reduced | 71,848 | 2,178 | 0.1% | 0.1% | 248 | -2,364 | -3.19% | Q1 2026 | May 05, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 70,619 | 2,141 | 1.05% | 1.06% | 250 | -2,746 | -3.74% | Q1 2026 | Apr 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 70,629 | 2,141 | 0.11% | 0.12% | 249 | +302 | 0.43% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 69,718 | 2,113 | 0.0% | 0.0% | 251 | +9,689 | 16.14% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 68,484 | 2,080 | 0.14% | 0.14% | 252 | +3,188 | 4.88% | Q1 2026 | May 01, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 68,178 | 2,067 | 0.48% | 0.47% | 253 | +4,127 | 6.44% | Q1 2026 | May 06, 2026 |
| Arista Wealth Management, LLC | History | Added to | 67,818 | 2,056 | 0.25% | 0.21% | 254 | +13,822 | 25.6% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 67,642 | 2,050 | 0.0% | 0.0% | 255 | +5,601 | 9.03% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 67,291 | 2,040 | 0.07% | 0.04% | 256 | +34,403 | 104.61% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 66,436 | 2,014 | 0.08% | 0.08% | 257 | -1,476 | -2.17% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 66,281 | 2,009 | 0.04% | 0.04% | 258 | +1,608 | 2.49% | Q1 2026 | Apr 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 66,148 | 2,005 | 0.02% | 0.01% | 259 | +24,132 | 57.44% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 65,508 | 1,986 | 0.18% | 0.19% | 260 | +3,841 | 6.23% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 65,296 | 1,979 | 0.05% | 0.05% | 261 | -488 | -0.74% | Q1 2026 | May 04, 2026 |
| Crewe Advisors LLC | History | Reduced | 64,594 | 1,958 | 0.17% | 0.18% | 262 | -276 | -0.43% | Q1 2026 | May 07, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 63,771 | 1,933 | 0.1% | 0.11% | 264 | -2,946 | -4.42% | Q1 2026 | May 04, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 63,760 | 1,933 | 0.21% | 0.22% | 263 | -560 | -0.87% | Q1 2026 | Apr 29, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 63,260 | 1,918 | 2.9% | 2.83% | 265 | +1,408 | 2.28% | Q1 2026 | Apr 30, 2026 |
| WENDELL DAVID ASSOCIATES INC | History | Reduced | 63,062 | 1,912 | 0.21% | 0.2% | 266 | -100 | -0.16% | Q1 2026 | Apr 23, 2026 |
| Farrell Financial LLC | History | Added to | 62,798 | 1,904 | 1.14% | 1.12% | 267 | +1,209 | 1.96% | Q1 2026 | Apr 13, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Reduced | 62,784 | 1,903 | 1.82% | 2.02% | 268 | -4,200 | -6.27% | Q1 2026 | May 04, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 62,594 | 1,897 | 0.43% | 0.47% | 269 | -4,651 | -6.92% | Q1 2026 | Apr 20, 2026 |
| Clearbridge Investments, LLC | History | No change | 62,182 | 1,885 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 60,692 | 1,879 | 1.22% | 1.22% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 60,675 | 1,839 | 0.13% | 0.1% | 272 | +11,040 | 22.24% | Q1 2026 | May 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | New | 59,552 | 1,805 | 0.25% | — | 273 | +59,552 | New | Q1 2026 | May 04, 2026 |
| Talon Private Wealth, LLC | History | New | 58,336 | 1,768 | 0.23% | — | 274 | +58,336 | New | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 57,786 | 1,752 | 0.21% | 0.25% | 275 | -1,243 | -2.11% | Q1 2026 | Apr 30, 2026 |
| Curi Capital, LLC | History | Reduced | 57,310 | 1,737 | 0.03% | 0.04% | 277 | -9,478 | -14.19% | Q1 2026 | May 15, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 57,307 | 1,737 | 0.4% | 0.34% | 276 | +8,459 | 17.32% | Q1 2026 | Apr 16, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 57,293 | 1,737 | 0.6% | 0.6% | 278 | +886 | 1.57% | Q1 2026 | Apr 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 57,196 | 1,734 | 0.25% | 0.26% | 279 | -105 | -0.18% | Q1 2026 | May 13, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 56,940 | 1,726 | 0.0% | 0.05% | 280 | -847,137 | -93.7% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | No change | 55,685 | 1,724 | 0.15% | 0.15% | 281 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 56,417 | 1,710 | 0.02% | 0.02% | 282 | +3,038 | 5.69% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 55,916 | 1,695 | 0.07% | 0.1% | 283 | -18,124 | -24.48% | Q1 2026 | Apr 30, 2026 |
| BRIGHTON JONES LLC | History | New | 55,680 | 1,688 | 0.04% | — | 284 | +55,680 | New | Q1 2026 | Aug 06, 2026 |
| HFG Advisors, Inc. | History | Reduced | 55,394 | 1,679 | 1.18% | 1.29% | 285 | -1,980 | -3.45% | Q1 2026 | May 08, 2026 |
| Thrive Capital Management, LLC | History | Added to | 55,373 | 1,678 | 0.37% | 0.26% | 287 | +17,599 | 46.59% | Q1 2026 | Apr 27, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 55,347 | 1,678 | 0.0% | 0.0% | 286 | -5,156 | -8.52% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 55,117 | 1,671 | 0.0% | 0.0% | 288 | +5,760 | 11.67% | Q1 2026 | May 08, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 54,904 | 1,664 | 0.11% | 0.12% | 289 | -3,391 | -5.82% | Q1 2026 | May 06, 2026 |
| Midwest Trust Co | History | Added to | 54,467 | 1,651 | 0.02% | 0.02% | 290 | +1,072 | 2.01% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 54,287 | 1,645 | 0.02% | 0.02% | 291 | -1,507 | -2.7% | Q1 2026 | May 15, 2026 |
| Mathes Company, Inc. | History | Added to | 53,850 | 1,633 | 0.6% | 0.56% | 292 | +3,500 | 6.95% | Q1 2026 | May 08, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 53,463 | 1,620 | 0.05% | 0.05% | 293 | -714 | -1.32% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 51,174 | 1,612 | 0.04% | 0.04% | 294 | -3,969 | -7.2% | Q1 2026 | May 04, 2026 |
| Charles Schwab Trust Co | History | Added to | 53,109 | 1,610 | 0.1% | 0.09% | 295 | +9,091 | 20.65% | Q1 2026 | Apr 10, 2026 |
| Bath Savings Trust Co | History | Added to | 52,520 | 1,592 | 0.17% | 0.16% | 296 | +196 | 0.37% | Q1 2026 | Apr 07, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 51,425 | 1,592 | 0.46% | 0.46% | 297 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 52,468 | 1,590 | 0.85% | 0.79% | 298 | +6,848 | 15.01% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 52,265 | 1,584 | 0.01% | 0.01% | 300 | -14,294 | -21.48% | Q1 2026 | Apr 30, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 52,264 | 1,584 | 0.23% | 0.23% | 299 | +277 | 0.53% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 52,047 | 1,578 | 0.02% | 0.03% | 301 | -2,410 | -4.43% | Q1 2026 | May 13, 2026 |
| CMH Wealth Management LLC | History | New | 52,025 | 1,577 | 0.27% | — | 302 | +52,025 | New | Q1 2026 | Apr 13, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 51,671 | 1,566 | 0.32% | 0.36% | 303 | -4,840 | -8.56% | Q1 2026 | May 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 51,045 | 1,547 | 0.25% | 0.26% | 304 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 50,938 | 1,544 | 0.36% | 0.34% | 305 | +5,111 | 11.15% | Q1 2026 | May 07, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 49,017 | 1,541 | 0.8% | 0.63% | 306 | +17,977 | 57.92% | Q1 2026 | May 18, 2026 |
| Bramshill Investments, LLC | History | Reduced | 50,570 | 1,533 | 0.13% | 6.28% | 307 | -2,066,289 | -97.61% | Q1 2026 | May 15, 2026 |
| Palogic Value Management, L.P. | History | No change | 50,293 | 1,524 | 0.64% | 0.65% | 308 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 49,906 | 1,513 | 0.75% | 0.87% | 309 | -4,143 | -7.67% | Q1 2026 | Apr 15, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 49,917 | 1,513 | 0.36% | 0.37% | 310 | -1,500 | -2.92% | Q1 2026 | Apr 23, 2026 |
| Ariadne Wealth Management, LP | History | No change | 49,850 | 1,511 | 0.68% | 0.65% | 311 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fogel Capital Management, Inc. | History | Added to | 49,730 | 1,507 | 0.69% | 0.7% | 312 | +1,000 | 2.05% | Q1 2026 | May 13, 2026 |
| Somerset Trust Co | History | Added to | 49,615 | 1,504 | 0.46% | 0.46% | 313 | +532 | 1.08% | Q1 2026 | Apr 02, 2026 |
| Tudor Financial Inc. | History | Reduced | 49,456 | 1,499 | 0.77% | 0.79% | 314 | -510 | -1.02% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 49,317 | 1,495 | 0.18% | 0.17% | 315 | +1,588 | 3.33% | Q1 2026 | May 06, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 49,167 | 1,490 | 0.96% | — | 316 | +49,167 | New | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 48,844 | 1,480 | 0.01% | 0.0% | 317 | -1,600 | -3.17% | Q1 2026 | May 14, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 48,709 | 1,476 | 1.25% | 1.14% | 318 | +3,078 | 6.75% | Q1 2026 | Apr 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 48,430 | 1,468 | 0.08% | 0.09% | 319 | +1,003 | 2.11% | Q1 2026 | May 13, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 48,428 | 1,468 | 0.84% | 0.89% | 320 | +3 | 0.01% | Q1 2026 | Apr 16, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 48,413 | 1,467 | 0.44% | 0.3% | 321 | +17,165 | 54.93% | Q1 2026 | Apr 06, 2026 |
| Carson Advisory Inc. | History | Reduced | 48,350 | 1,465 | 0.76% | 0.81% | 322 | -1,800 | -3.59% | Q1 2026 | May 07, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 47,972 | 1,454 | 0.4% | 0.43% | 323 | -130 | -0.27% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 46,044 | 1,446 | 0.24% | 0.25% | 324 | -442 | -0.95% | Q1 2026 | May 08, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 47,547 | 1,441 | 0.69% | 0.75% | 325 | -540 | -1.12% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 47,433 | 1,438 | 0.02% | 0.02% | 326 | +640 | 1.37% | Q1 2026 | May 08, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 46,867 | 1,421 | 0.14% | 0.17% | 327 | -8,445 | -15.27% | Q1 2026 | May 15, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 46,774 | 1,418 | 0.34% | 1.07% | 328 | -102,310 | -68.63% | Q1 2026 | Apr 29, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 46,752 | 1,417 | 0.51% | 0.56% | 329 | -3,729 | -7.39% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 46,287 | 1,403 | 0.08% | 0.07% | 330 | +7,857 | 20.44% | Q1 2026 | Apr 30, 2026 |
| FC Advisory LLC | History | Reduced | 46,213 | 1,401 | 0.41% | 0.42% | 331 | -543 | -1.16% | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 45,412 | 1,376 | 0.05% | 0.03% | 332 | +15,461 | 51.62% | Q1 2026 | Apr 28, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 45,224 | 1,371 | 0.21% | 0.23% | 333 | +14 | 0.03% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 45,172 | 1,369 | 0.01% | 0.01% | 334 | +38,362 | 563.32% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 45,012 | 1,364 | 0.04% | 0.01% | 335 | +34,774 | 339.66% | Q1 2026 | May 11, 2026 |
| Financial Insights, Inc. | History | Added to | 44,766 | 1,357 | 0.44% | 0.42% | 336 | +4,400 | 10.9% | Q1 2026 | May 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 44,339 | 1,341 | 0.01% | 0.01% | 337 | -6,642 | -13.03% | Q1 2026 | May 15, 2026 |
| Providence First Trust Co | History | Reduced | 44,179 | 1,339 | 0.47% | 0.55% | 338 | -7,356 | -14.27% | Q1 2026 | May 04, 2026 |
| Alpha Financial Partners LLC | History | Added to | 44,161 | 1,338 | 0.79% | 0.76% | 339 | +3,673 | 9.07% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 43,774 | 1,327 | 0.05% | 0.05% | 340 | +70 | 0.16% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 43,743 | 1,326 | 0.01% | — | 341 | +43,743 | New | Q1 2026 | May 01, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 43,721 | 1,325 | 0.66% | 0.65% | 342 | +1,363 | 3.22% | Q1 2026 | Apr 16, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 43,609 | 1,322 | 0.89% | 1.02% | 343 | -2,905 | -6.25% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 43,582 | 1,321 | 0.07% | 0.08% | 344 | +322 | 0.74% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Added to | 41,790 | 1,319 | 0.04% | 0.01% | 345 | +34,032 | 438.67% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 43,353 | 1,314 | 0.03% | 0.03% | 346 | -5,142 | -10.6% | Q1 2026 | Apr 13, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 42,769 | 1,296 | 0.74% | 0.73% | 347 | +1,703 | 4.15% | Q1 2026 | May 01, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 42,698 | 1,294 | 0.49% | 0.51% | 348 | +8,637 | 25.36% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 42,145 | 1,277 | 0.1% | 0.1% | 349 | -2,283 | -5.14% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 42,020 | 1,274 | 0.05% | 0.03% | 350 | +24,028 | 133.55% | Q1 2026 | Jun 18, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 41,923 | 1,271 | 0.02% | 0.02% | 351 | -2,210 | -5.01% | Q1 2026 | Apr 21, 2026 |
| CITY HOLDING CO | History | Reduced | 40,402 | 1,224 | 0.15% | 0.16% | 352 | -2,438 | -5.69% | Q1 2026 | Apr 15, 2026 |
| Vines Capital Management, LLC | History | Reduced | 40,149 | 1,217 | 1.21% | 1.23% | 353 | -688 | -1.68% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 39,685 | 1,203 | 0.02% | 0.02% | 354 | -1,782 | -4.3% | Q1 2026 | Apr 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 39,387 | 1,194 | 0.2% | 0.2% | 355 | +1,187 | 3.11% | Q1 2026 | Apr 21, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 39,313 | 1,191 | 0.38% | 0.39% | 356 | -526 | -1.32% | Q1 2026 | Apr 23, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 38,832 | 1,177 | 1.11% | 0.8% | 357 | +12,761 | 48.95% | Q1 2026 | May 15, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 38,706 | 1,173 | 0.3% | 0.37% | 358 | -7,406 | -16.06% | Q1 2026 | Apr 08, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 38,454 | 1,165 | 0.19% | 0.19% | 359 | -1,150 | -2.9% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 38,308 | 1,163 | 0.01% | 0.01% | 360 | +3,445 | 9.88% | Q1 2026 | Apr 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 38,131 | 1,160 | 0.04% | 0.04% | 361 | -23,614 | -38.24% | Q1 2026 | Apr 08, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 38,049 | 1,153 | 0.23% | 0.24% | 362 | -1,686 | -4.24% | Q1 2026 | May 12, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 37,986 | 1,151 | 0.81% | 0.69% | 363 | +940 | 2.54% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 37,821 | 1,146 | 0.01% | 0.01% | 364 | +41 | 0.11% | Q1 2026 | Apr 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 37,752 | 1,144 | 0.26% | 0.13% | 365 | +20,018 | 112.88% | Q1 2026 | Apr 28, 2026 |
| Texas Bank & Trust Co | History | Added to | 37,452 | 1,135 | 0.43% | 0.42% | 366 | +550 | 1.49% | Q1 2026 | Apr 30, 2026 |
| CGN Advisors LLC | History | Added to | 37,277 | 1,130 | 0.09% | 0.08% | 367 | +2,656 | 7.67% | Q1 2026 | Apr 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 37,251 | 1,129 | 0.13% | 0.14% | 368 | +514 | 1.4% | Q1 2026 | May 08, 2026 |
| Rockingstone Advisors LLC | History | Added to | 36,547 | 1,108 | 0.51% | 0.5% | 369 | +785 | 2.2% | Q1 2026 | Apr 09, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 36,344 | 1,103 | 0.06% | 0.05% | 370 | -1,391 | -3.69% | Q1 2026 | May 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 36,372 | 1,102 | 0.18% | 0.19% | 371 | -2,272 | -5.88% | Q1 2026 | Apr 16, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 36,262 | 1,099 | 0.31% | 0.37% | 372 | -5,307 | -12.77% | Q1 2026 | May 12, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 36,256 | 1,099 | 0.5% | 0.44% | 373 | +4,667 | 14.77% | Q1 2026 | Apr 24, 2026 |
| Signature Equity Partners, LLC | History | Added to | 35,946 | 1,089 | 0.58% | 0.55% | 374 | +3,764 | 11.7% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 35,908 | 1,088 | 0.01% | 0.02% | 375 | -25,899 | -41.9% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 35,850 | 1,086 | 0.04% | 0.04% | 376 | -5,374 | -13.04% | Q1 2026 | Apr 14, 2026 |
| PFG Advisors | History | Reduced | 35,699 | 1,082 | 0.05% | 0.05% | 377 | -197 | -0.55% | Q1 2026 | May 05, 2026 |
| SVB WEALTH LLC | History | Reduced | 35,586 | 1,078 | 0.07% | 0.08% | 378 | -7,579 | -17.56% | Q1 2026 | Apr 17, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 35,268 | 1,069 | 0.73% | 0.62% | 379 | +7,166 | 25.5% | Q1 2026 | Apr 23, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 35,096 | 1,064 | 0.12% | 0.12% | 380 | +1,225 | 3.62% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 34,948 | 1,059 | 0.0% | 0.0% | 381 | -4,322 | -11.01% | Q1 2026 | May 13, 2026 |
| North Forty Two & Co. | History | Reduced | 34,576 | 1,048 | 0.97% | 1.01% | 382 | -50 | -0.14% | Q1 2026 | Apr 21, 2026 |
| Sage Investment Advisers LLC | History | Added to | 34,396 | 1,044 | 0.77% | 0.66% | 383 | +5,818 | 20.36% | Q1 2026 | Apr 10, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 34,300 | 1,039 | 0.01% | 0.0% | 384 | +11,440 | 50.04% | Q1 2026 | May 07, 2026 |
| Accel Wealth Management | History | Reduced | 34,067 | 1,032 | 0.27% | 0.29% | 385 | -133 | -0.39% | Q1 2026 | Apr 08, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 33,864 | 1,026 | 0.24% | 0.24% | 386 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 33,744 | 1,023 | 0.49% | 0.48% | 387 | -452 | -1.32% | Q1 2026 | May 01, 2026 |
| Falcon Wealth Planning | History | Reduced | 33,726 | 1,022 | 0.07% | 0.09% | 388 | -1,503 | -4.27% | Q1 2026 | Apr 20, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 33,673 | 1,020 | 0.1% | 0.11% | 389 | -729 | -2.12% | Q1 2026 | Apr 27, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 33,618 | 1,019 | 0.36% | 0.45% | 390 | -5,369 | -13.77% | Q1 2026 | Apr 23, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 33,545 | 1,017 | 0.4% | 0.43% | 391 | -4,229 | -11.2% | Q1 2026 | Apr 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 33,735 | 1,016 | 0.06% | 0.06% | 392 | -11,731 | -25.8% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 33,467 | 1,014 | 0.02% | 0.02% | 393 | -1,617 | -4.61% | Q1 2026 | Apr 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 33,380 | 1,012 | 0.08% | 0.03% | 394 | +22,140 | 196.98% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 33,324 | 1,010 | 0.02% | 0.03% | 395 | -16,807 | -33.53% | Q1 2026 | Apr 22, 2026 |
| Realta Investment Advisors | History | Added to | 33,196 | 1,006 | 0.35% | 0.34% | 396 | +8 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Bowie Capital Management, LLC | History | No change | 33,000 | 1,000 | 0.04% | 0.04% | 397 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 32,950 | 999 | 0.01% | 0.01% | 398 | +2,592 | 8.54% | Q1 2026 | May 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 32,178 | 996 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 32,731 | 992 | 0.3% | 0.35% | 400 | -4,155 | -11.26% | Q1 2026 | May 07, 2026 |
| Orcam Financial Group | History | Reduced | 32,732 | 992 | 0.7% | 0.76% | 402 | -185 | -0.56% | Q1 2026 | May 12, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 32,734 | 992 | 0.2% | 0.21% | 401 | -104 | -0.32% | Q1 2026 | Apr 06, 2026 |
| Activest Wealth Management | History | Added to | 32,574 | 987 | 0.17% | 0.13% | 403 | +9,725 | 42.56% | Q1 2026 | Apr 15, 2026 |
| PFG Investments, LLC | History | Reduced | 32,573 | 987 | 0.05% | 0.05% | 404 | -4,792 | -12.82% | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 32,530 | 986 | 0.02% | 0.03% | 405 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bank of Marin | History | Reduced | 32,382 | 981 | 0.72% | 0.78% | 406 | -3,995 | -10.98% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 32,357 | 981 | 0.07% | 0.07% | 407 | +2,090 | 6.91% | Q1 2026 | May 05, 2026 |
| CULBERTSON A N & CO INC | History | No change | 32,292 | 979 | 0.13% | 0.14% | 408 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prairiewood Capital, LLC | History | Added to | 32,215 | 976 | 0.28% | 0.31% | 409 | +156 | 0.49% | Q1 2026 | Apr 16, 2026 |
| Telos Capital Management, Inc. | History | Added to | 32,144 | 974 | 0.09% | 0.09% | 410 | +229 | 0.72% | Q1 2026 | Apr 16, 2026 |
| WESBANCO BANK INC | History | Reduced | 32,083 | 972 | 0.03% | 0.03% | 411 | -564 | -1.73% | Q1 2026 | Apr 21, 2026 |
| Yorktown Management & Research Co Inc | History | Reduced | 32,000 | 970 | 0.81% | 0.99% | 412 | -8,000 | -20.0% | Q1 2026 | Apr 20, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 31,661 | 959 | 0.02% | 0.02% | 413 | -375 | -1.17% | Q1 2026 | May 05, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Added to | 31,532 | 956 | 0.23% | 0.22% | 414 | +373 | 1.2% | Q1 2026 | Apr 10, 2026 |
| Pathstone Holdings, LLC | History | Added to | 31,447 | 953 | 0.0% | 0.0% | 415 | +5,599 | 21.66% | Q1 2026 | May 11, 2026 |
| V2 Financial group LLC | History | Reduced | 31,419 | 952 | 0.44% | 0.48% | 417 | -2 | -0.01% | Q1 2026 | May 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 31,404 | 952 | 0.06% | 0.06% | 416 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 31,349 | 950 | 0.02% | 0.03% | 418 | -84 | -0.27% | Q1 2026 | Apr 07, 2026 |
| King Wealth Management Group | History | Reduced | 31,254 | 948 | 0.12% | 0.12% | 419 | -1,506 | -4.6% | Q1 2026 | May 04, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 31,183 | 945 | 0.4% | 0.44% | 420 | -1,111 | -3.44% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 31,140 | 944 | 0.04% | 0.07% | 421 | -16,548 | -34.7% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 31,160 | 944 | 0.44% | 0.36% | 422 | +6,279 | 25.24% | Q1 2026 | Apr 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 30,955 | 938 | 0.0% | 0.0% | 423 | -3,510 | -10.18% | Q1 2026 | May 13, 2026 |
| Haverford Trust Co | History | Reduced | 30,708 | 931 | 0.01% | 0.01% | 424 | -565 | -1.81% | Q1 2026 | May 11, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 30,663 | 929 | 0.71% | 0.69% | 425 | +108 | 0.35% | Q1 2026 | May 08, 2026 |
| Colony Family Offices, LLC | History | No change | 30,565 | 926 | 0.23% | 0.24% | 426 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 30,526 | 925 | 0.01% | 0.01% | 427 | -3,450 | -10.15% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | Added to | 30,275 | 917 | 0.0% | 0.0% | 428 | +18,100 | 148.67% | Q1 2026 | May 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 30,062 | 911 | 0.17% | 0.17% | 429 | +1,674 | 5.9% | Q1 2026 | Apr 28, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 29,890 | 906 | 0.02% | 0.02% | 430 | +7,780 | 35.19% | Q1 2026 | May 04, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 29,792 | 903 | 0.25% | 0.2% | 431 | +5,784 | 24.09% | Q1 2026 | Apr 20, 2026 |
| GWN SECURITIES INC. | History | Added to | 29,518 | 894 | 0.17% | 0.18% | 432 | +690 | 2.39% | Q1 2026 | May 14, 2026 |
| Unify Financial Advisors | History | Added to | 29,452 | 892 | 0.93% | 0.56% | 433 | +12,196 | 70.68% | Q1 2026 | Apr 23, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Reduced | 29,399 | 891 | 0.21% | 0.34% | 434 | -17,769 | -37.67% | Q1 2026 | Apr 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 28,164 | 890 | 0.06% | 0.06% | 435 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 28,340 | 888 | 0.05% | 0.06% | 436 | +247 | 0.88% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 29,261 | 887 | 0.01% | 0.01% | 437 | +492 | 1.71% | Q1 2026 | Apr 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 29,219 | 885 | 0.22% | 0.23% | 438 | +74 | 0.25% | Q1 2026 | Apr 22, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 29,145 | 883 | 0.06% | 0.06% | 439 | +8 | 0.03% | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 29,114 | 882 | 0.0% | 0.0% | 441 | +3,666 | 14.41% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 29,121 | 882 | 0.08% | 0.08% | 440 | -311 | -1.06% | Q1 2026 | Apr 30, 2026 |
| RW Investment Management LLC | History | New | 28,777 | 872 | 0.08% | — | 443 | +28,777 | New | Q1 2026 | Apr 28, 2026 |
| HCR Wealth Advisors | History | Reduced | 28,769 | 872 | 0.09% | 0.1% | 442 | -5,238 | -15.4% | Q1 2026 | Apr 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 28,719 | 870 | 0.19% | 0.16% | 444 | +7,194 | 33.42% | Q1 2026 | May 15, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 28,211 | 855 | 0.74% | 0.73% | 445 | +119 | 0.42% | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 28,104 | 852 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 28,131 | 852 | 0.14% | 0.16% | 447 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 27,926 | 846 | 0.86% | 0.62% | 448 | +9,181 | 48.98% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 27,865 | 844 | 0.03% | 0.03% | 449 | -2,765 | -9.03% | Q1 2026 | Aug 10, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 27,693 | 839 | 0.01% | 0.01% | 450 | +1,530 | 5.85% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 27,603 | 836 | 0.06% | 0.06% | 451 | -2,773 | -9.13% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 27,465 | 832 | 0.02% | 0.02% | 452 | -2,796 | -9.24% | Q1 2026 | May 14, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 27,140 | 822 | 0.49% | 0.54% | 453 | +2,104 | 8.4% | Q1 2026 | May 06, 2026 |
| Calamos Advisors LLC | History | New | 27,048 | 820 | 0.0% | — | 455 | +27,048 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 27,048 | 820 | 0.03% | 0.03% | 454 | -4,944 | -15.45% | Q1 2026 | May 04, 2026 |
| Bellecapital International Ltd. | History | No change | 27,000 | 818 | 0.15% | 0.15% | 456 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 26,894 | 815 | 0.03% | 0.03% | 457 | -1,598 | -5.61% | Q1 2026 | Apr 22, 2026 |
| Caldwell Trust Co | History | Reduced | 26,887 | 815 | 0.07% | 0.07% | 458 | -50 | -0.19% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Added to | 26,719 | 810 | 0.01% | 0.01% | 459 | +2,598 | 10.77% | Q1 2026 | May 12, 2026 |
| LOM Asset Management Ltd | History | Reduced | 26,680 | 808 | 0.23% | 0.28% | 460 | -5,000 | -15.78% | Q1 2026 | May 05, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 26,587 | 806 | 0.29% | 0.4% | 461 | +705 | 2.72% | Q1 2026 | May 12, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 26,314 | 797 | 0.3% | 0.35% | 462 | -5,926 | -18.38% | Q1 2026 | Apr 08, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 26,103 | 791 | 0.67% | 0.73% | 463 | -700 | -2.61% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 26,018 | 788 | 0.05% | 0.06% | 464 | -1,461 | -5.32% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 25,437 | 787 | 0.25% | 0.25% | 465 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 25,893 | 785 | 0.06% | 0.05% | 466 | +5,066 | 24.32% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Reduced | 25,840 | 783 | 0.04% | 0.05% | 467 | -13,691 | -34.63% | Q1 2026 | May 14, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 25,780 | 781 | 0.1% | 0.04% | 469 | +17,832 | 224.36% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 25,788 | 781 | 0.02% | 0.02% | 468 | +4,185 | 19.37% | Q1 2026 | May 15, 2026 |
| Red Spruce Capital, LLC | History | No change | 25,677 | 778 | 0.32% | 0.32% | 470 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 25,500 | 773 | 0.03% | 0.02% | 471 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 25,370 | 769 | 0.07% | 0.1% | 472 | -2,148 | -7.81% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 25,279 | 766 | 0.02% | 0.02% | 473 | +4,388 | 21.0% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Reduced | 25,247 | 765 | 0.05% | 0.05% | 474 | -1,472 | -5.51% | Q1 2026 | Apr 23, 2026 |
| COWA, LLC | History | New | 25,209 | 764 | 0.21% | — | 475 | +25,209 | New | Q1 2026 | May 14, 2026 |
| KG Capital Management | History | Added to | 25,081 | 760 | 0.54% | 0.16% | 476 | +3,847 | 18.12% | Q1 2026 | Apr 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 25,000 | 758 | 0.0% | — | 477 | +25,000 | New | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 24,945 | 756 | 0.05% | 0.05% | 478 | +140 | 0.56% | Q1 2026 | Jun 09, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 24,846 | 753 | 0.23% | 0.22% | 479 | -115 | -0.46% | Q1 2026 | Apr 27, 2026 |
| Crown Oak Advisors, LLC | History | Reduced | 24,674 | 748 | 0.38% | 1.56% | 480 | -81,869 | -76.84% | Q1 2026 | Apr 24, 2026 |
| REBALANCE, LLC | History | New | 24,511 | 743 | 0.04% | — | 481 | +24,511 | New | Q1 2026 | May 11, 2026 |
| McAdam, LLC | History | Reduced | 24,431 | 740 | 0.03% | 0.04% | 482 | -1,478 | -5.7% | Q1 2026 | May 08, 2026 |
| FWG Holdings, LLC | History | Added to | 24,222 | 738 | 0.28% | 0.16% | 483 | +12,214 | 101.72% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 24,138 | 736 | 0.01% | 0.01% | 484 | -2,020 | -7.72% | Q1 2026 | Apr 28, 2026 |
| Grandview Asset Management LLC | History | Reduced | 24,141 | 731 | 0.21% | 0.26% | 485 | -5,903 | -19.65% | Q1 2026 | May 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 24,123 | 731 | 0.26% | 0.27% | 486 | -780 | -3.13% | Q1 2026 | Apr 08, 2026 |
| Headlands Technologies LLC | History | Reduced | 23,886 | 724 | 0.08% | 0.09% | 487 | -12,486 | -34.33% | Q1 2026 | May 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 23,907 | 724 | 0.29% | 0.29% | 488 | -367 | -1.51% | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 23,748 | 720 | 0.13% | 0.13% | 489 | +65 | 0.27% | Q1 2026 | May 06, 2026 |
| Verity Asset Management, Inc. | History | Added to | 23,510 | 712 | 0.3% | 0.3% | 490 | +656 | 2.87% | Q1 2026 | Apr 21, 2026 |
| Integris Wealth Management, LLC | History | Added to | 23,499 | 712 | 0.16% | 0.16% | 491 | +443 | 1.92% | Q1 2026 | Apr 10, 2026 |
| Invst, LLC | History | Added to | 23,455 | 711 | 0.08% | 0.08% | 492 | +2 | 0.01% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | Reduced | 23,294 | 706 | 0.09% | 0.1% | 493 | -1,925 | -7.63% | Q1 2026 | Apr 30, 2026 |
| LongView Wealth Management | History | Reduced | 22,495 | 702 | 0.18% | 0.19% | 495 | -2,652 | -10.55% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Capital, Inc. | History | Added to | 23,155 | 702 | 0.07% | 0.07% | 494 | +665 | 2.96% | Q1 2026 | May 12, 2026 |
| Busey Bank | History | Reduced | 23,151 | 701 | 0.02% | 0.02% | 496 | -424 | -1.8% | Q1 2026 | Apr 28, 2026 |
| Breachway Investments LLC | History | Added to | 22,944 | 697 | 0.67% | 0.74% | 497 | +340 | 1.5% | Q1 2026 | Apr 13, 2026 |
| FCA CORP /TX | History | Added to | 22,906 | 694 | 0.2% | 0.18% | 498 | +1,901 | 9.05% | Q1 2026 | May 14, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 22,859 | 693 | 0.56% | 0.51% | 499 | -3,530 | -13.38% | Q1 2026 | Apr 08, 2026 |
| Sidoxia Capital Management, LLC | History | New | 22,751 | 689 | 0.59% | — | 500 | +22,751 | New | Q1 2026 | May 11, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 22,675 | 687 | 0.11% | 0.12% | 501 | +122 | 0.54% | Q1 2026 | Apr 07, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 22,590 | 684 | 0.0% | 0.0% | 502 | -1,500 | -6.23% | Q1 2026 | May 14, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Added to | 22,479 | 681 | 0.19% | 0.17% | 503 | +1,360 | 6.44% | Q1 2026 | May 08, 2026 |
| Fiera Capital Corp | History | Reduced | 22,449 | 680 | 0.0% | 0.01% | 504 | -79,343 | -77.95% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 22,291 | 675 | 0.01% | 0.0% | 505 | +15,199 | 214.31% | Q1 2026 | May 13, 2026 |
| Pacific Center for Financial Services | History | Added to | 21,991 | 666 | 0.17% | 0.14% | 506 | +4,628 | 26.65% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 21,846 | 662 | 0.01% | — | 508 | +21,846 | New | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Added to | 21,841 | 662 | 0.02% | 0.02% | 507 | +1,710 | 8.49% | Q1 2026 | May 04, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 21,685 | 657 | 0.22% | 0.18% | 510 | +4,250 | 24.38% | Q1 2026 | Apr 22, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 21,678 | 657 | 0.24% | 0.24% | 509 | +17 | 0.08% | Q1 2026 | Apr 30, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 21,590 | 654 | 0.19% | 0.18% | 511 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 21,564 | 653 | 0.08% | 0.07% | 512 | +4,293 | 24.86% | Q1 2026 | May 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 21,450 | 650 | 0.05% | 0.05% | 513 | -1,200 | -5.3% | Q1 2026 | Apr 29, 2026 |
| PUREfi Wealth, LLC | History | New | 21,283 | 645 | 0.42% | — | 514 | +21,283 | New | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 21,233 | 643 | 0.28% | 0.29% | 515 | -375 | -1.74% | Q1 2026 | May 01, 2026 |
| R.H. Investment Group, LLC | History | No change | 20,900 | 642 | 0.5% | 0.54% | 516 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 21,013 | 637 | 0.06% | 0.06% | 517 | +120 | 0.57% | Q1 2026 | May 15, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 21,000 | 637 | 0.24% | 0.26% | 518 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 20,784 | 630 | 0.48% | 0.53% | 519 | -360 | -1.7% | Q1 2026 | Apr 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 20,687 | 627 | 0.03% | 0.03% | 520 | -2,341 | -10.17% | Q1 2026 | May 08, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 20,670 | 626 | 0.47% | 0.48% | 521 | -165 | -0.79% | Q1 2026 | Apr 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 20,544 | 622 | 0.36% | 0.36% | 522 | +502 | 2.5% | Q1 2026 | Apr 10, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 20,399 | 618 | 0.19% | 0.21% | 523 | -328 | -1.58% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 20,257 | 614 | 0.05% | 0.05% | 524 | +23 | 0.11% | Q1 2026 | May 13, 2026 |
| DOVER ADVISORS, LLC | History | No change | 20,147 | 610 | 0.25% | 0.24% | 525 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Added to | 19,995 | 606 | 0.02% | 0.01% | 526 | +3,463 | 20.95% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 19,980 | 605 | 0.0% | 0.0% | 527 | -191 | -0.95% | Q1 2026 | May 01, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 19,944 | 604 | 0.51% | 0.5% | 528 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 19,908 | 603 | 0.14% | 0.14% | 529 | +126 | 0.64% | Q1 2026 | May 12, 2026 |
| Prospect Financial Services LLC | History | Reduced | 19,863 | 602 | 0.37% | 0.49% | 530 | -7,638 | -27.77% | Q1 2026 | Apr 24, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 19,743 | 598 | 0.1% | 0.05% | 531 | +10,633 | 116.72% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 19,701 | 597 | 0.02% | 0.02% | 532 | -246 | -1.23% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 19,674 | 596 | 0.13% | 0.14% | 533 | -440 | -2.19% | Q1 2026 | Apr 15, 2026 |
| ALONGSIDE, LLC | History | No change | 19,233 | 595 | 0.2% | 0.2% | 534 | 0 | 0.0% | Q4 2025 | Jul 09, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 19,539 | 592 | 0.46% | 0.45% | 535 | -235 | -1.19% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 19,450 | 589 | 0.12% | 0.13% | 536 | -227 | -1.15% | Q1 2026 | May 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 19,206 | 582 | 0.05% | 0.05% | 537 | +126 | 0.66% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 19,172 | 581 | 0.0% | 0.0% | 538 | +3,453 | 21.97% | Q1 2026 | May 26, 2026 |
| CRA Financial Services, LLC | History | Added to | 18,989 | 575 | 0.07% | 0.07% | 539 | +2,720 | 16.72% | Q1 2026 | Apr 09, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 18,872 | 572 | 0.33% | 0.34% | 540 | -526 | -2.71% | Q1 2026 | Apr 08, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 18,736 | 568 | 0.04% | 0.04% | 541 | +618 | 3.41% | Q1 2026 | May 07, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 18,740 | 568 | 0.54% | 0.57% | 542 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 18,668 | 566 | 0.0% | 0.0% | 544 | +7,565 | 68.13% | Q1 2026 | May 12, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 18,694 | 566 | 0.04% | 0.04% | 543 | +2,707 | 16.93% | Q1 2026 | Apr 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 18,612 | 564 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 18,600 | 563 | 0.05% | 0.05% | 546 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,023 | 561 | 0.01% | 0.03% | 547 | +966 | 5.66% | Q1 2026 | May 01, 2026 |
| City State Bank | History | Reduced | 18,465 | 559 | 0.15% | 0.19% | 548 | -3,700 | -16.69% | Q1 2026 | Apr 20, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 18,412 | 558 | 0.02% | 0.02% | 549 | -1,962 | -9.63% | Q1 2026 | May 15, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 18,340 | 556 | 0.2% | 0.2% | 550 | +12 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Coral Wealth Management, LLC | History | New | 18,196 | 552 | 0.62% | — | 551 | +18,196 | New | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 18,080 | 548 | 0.0% | 0.01% | 553 | -25,766 | -58.76% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 18,095 | 548 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRB Wealth Management, LLC | History | New | 17,826 | 540 | 0.08% | — | 554 | +17,826 | New | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 17,809 | 539 | 0.04% | 0.04% | 555 | +1,987 | 12.56% | Q1 2026 | Apr 17, 2026 |
| TPG Advisors LLC | History | Added to | 17,765 | 538 | 0.34% | 0.33% | 556 | +713 | 4.18% | Q1 2026 | Apr 22, 2026 |
| Dodds Wealth, LLC | History | Added to | 17,672 | 535 | 0.13% | 0.09% | 557 | +6,341 | 55.96% | Q1 2026 | May 08, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 17,575 | 532 | 0.05% | — | 558 | +17,575 | New | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 17,452 | 529 | 0.0% | 0.0% | 559 | +7,461 | 74.68% | Q1 2026 | Aug 12, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | New | 17,431 | 528 | 0.08% | — | 560 | +17,431 | New | Q1 2026 | Apr 27, 2026 |
| Wharton Business Group, LLC | History | No change | 17,335 | 525 | 0.02% | 0.02% | 561 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 17,103 | 518 | 0.05% | 0.11% | 563 | -16,065 | -48.44% | Q1 2026 | Apr 20, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 17,215 | 518 | 0.03% | 0.04% | 562 | -5,076 | -22.77% | Q1 2026 | May 14, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 17,007 | 515 | 0.27% | 0.31% | 564 | -1,681 | -9.0% | Q1 2026 | Apr 16, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 16,895 | 512 | 0.12% | — | 565 | +16,895 | New | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 16,860 | 511 | 0.06% | 0.06% | 566 | -247 | -1.44% | Q1 2026 | Apr 16, 2026 |
| PW Nova Financial Services LLC | History | New | 16,808 | 509 | 0.13% | — | 567 | +16,808 | New | Q1 2026 | Apr 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 16,695 | 506 | 0.03% | 0.02% | 568 | +2,389 | 16.7% | Q1 2026 | Apr 13, 2026 |
| Prudent Man Advisors, LLC | History | No change | 16,620 | 503 | 0.15% | 0.19% | 569 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 16,500 | 500 | 0.02% | 0.02% | 570 | -1,000 | -5.71% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group | History | Added to | 16,270 | 500 | 0.03% | 0.04% | 571 | +223 | 1.39% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 15,818 | 496 | 0.01% | 0.01% | 572 | +226 | 1.45% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 16,168 | 490 | 0.01% | 0.02% | 573 | -11,765 | -42.12% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 16,100 | 488 | 0.02% | 0.02% | 574 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 16,188 | 487 | 0.02% | 0.01% | 575 | +4,000 | 32.82% | Q1 2026 | May 11, 2026 |
| Rakuten Securities, Inc. | History | Added to | 16,033 | 486 | 0.2% | 0.02% | 576 | +13,619 | 564.17% | Q1 2026 | May 01, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 16,000 | 485 | 0.06% | — | 578 | +16,000 | New | Q1 2026 | May 18, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 16,001 | 485 | 0.05% | 0.05% | 577 | -199 | -1.23% | Q1 2026 | Apr 15, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 15,926 | 482 | 0.13% | 0.14% | 581 | +334 | 2.14% | Q1 2026 | Apr 23, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 15,919 | 482 | 0.07% | 0.07% | 580 | -91 | -0.57% | Q1 2026 | Apr 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 15,900 | 482 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 15,893 | 481 | 0.06% | 0.06% | 582 | -109 | -0.68% | Q1 2026 | May 05, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 15,790 | 479 | 0.26% | 0.27% | 583 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| One Capital Management, LLC | History | Added to | 15,749 | 477 | 0.01% | 0.01% | 585 | +496 | 3.25% | Q1 2026 | May 12, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 15,746 | 477 | 0.03% | 0.03% | 584 | -341 | -2.12% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | No change | 15,739 | 477 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 15,700 | 476 | 0.28% | 0.28% | 587 | +341 | 2.22% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 15,651 | 474 | 0.04% | 0.04% | 589 | -1,595 | -9.25% | Q1 2026 | May 20, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 15,661 | 474 | 0.06% | 0.07% | 588 | +1,378 | 9.65% | Q1 2026 | Apr 08, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 15,612 | 473 | 0.01% | 0.01% | 590 | +7,208 | 85.77% | Q1 2026 | May 01, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 15,540 | 471 | 0.03% | 0.03% | 593 | +1,380 | 9.75% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 15,445 | 471 | 0.01% | 0.01% | 592 | +25 | 0.16% | Q1 2026 | Apr 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 15,552 | 471 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 15,456 | 468 | 0.1% | 0.08% | 594 | +3,028 | 24.36% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 15,381 | 466 | 0.02% | 0.02% | 595 | -443 | -2.8% | Q1 2026 | May 11, 2026 |
| FORMULATE FINANCIAL LLC | History | No change | 15,395 | 466 | 0.58% | 0.56% | 596 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Brick & Kyle, Associates | History | Reduced | 15,249 | 462 | 0.15% | 0.17% | 597 | -337 | -2.16% | Q1 2026 | Jul 02, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 15,137 | 458 | 0.08% | 0.1% | 598 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JT Stratford LLC | History | Reduced | 15,031 | 455 | 0.06% | 0.07% | 599 | -2,179 | -12.66% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 14,900 | 451 | 0.01% | 0.01% | 600 | +2,000 | 15.5% | Q1 2026 | May 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 14,826 | 449 | 0.01% | 0.01% | 601 | +2,724 | 22.51% | Q1 2026 | May 22, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,745 | 447 | 0.0% | 0.0% | 603 | +1,610 | 12.26% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | No change | 14,743 | 447 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 14,399 | 446 | 0.13% | 0.13% | 604 | +60 | 0.42% | Q1 2026 | Apr 16, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 14,691 | 445 | 0.04% | 0.03% | 605 | -327 | -2.18% | Q1 2026 | May 14, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 14,525 | 440 | 0.26% | 1.32% | 607 | -61,197 | -80.82% | Q1 2026 | Apr 07, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 14,528 | 440 | 0.01% | 0.01% | 608 | +625 | 4.5% | Q1 2026 | Apr 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 14,532 | 440 | 0.12% | 0.11% | 606 | +527 | 3.76% | Q1 2026 | May 13, 2026 |
| BCWM, LLC | History | Reduced | 14,489 | 439 | 0.12% | 0.18% | 609 | -4,439 | -23.45% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 14,378 | 435 | 0.06% | 0.06% | 610 | +94 | 0.66% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Added to | 14,218 | 431 | 0.0% | 0.0% | 611 | +2,576 | 22.13% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 14,215 | 430 | 0.03% | 0.03% | 612 | -2,085 | -12.79% | Q1 2026 | Apr 23, 2026 |
| Balefire, LLC | History | Added to | 14,122 | 428 | 0.08% | 0.08% | 613 | +1,014 | 7.74% | Q1 2026 | May 07, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 14,064 | 426 | 0.04% | 0.04% | 614 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,017 | 424 | 0.02% | 0.02% | 617 | +1,619 | 13.06% | Q1 2026 | Apr 30, 2026 |
| Klingman & Associates, LLC | History | Reduced | 14,013 | 424 | 0.02% | 0.02% | 615 | -204 | -1.43% | Q1 2026 | May 14, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 14,010 | 424 | 0.26% | 0.26% | 618 | +127 | 0.91% | Q1 2026 | Apr 21, 2026 |
| National Philanthropic Trust | History | No change | 14,000 | 424 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 13,954 | 423 | 0.09% | 0.09% | 620 | +48 | 0.35% | Q1 2026 | Apr 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 13,972 | 423 | 0.03% | 0.03% | 619 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gallacher Capital Management LLC | History | Added to | 13,888 | 421 | 0.16% | 0.16% | 622 | +354 | 2.62% | Q1 2026 | May 05, 2026 |
| Detalus Advisors, LLC | History | Reduced | 13,899 | 421 | 0.1% | 0.11% | 621 | -110 | -0.79% | Q1 2026 | Apr 22, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 13,879 | 420 | 0.11% | 0.22% | 624 | -15,899 | -53.39% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 13,866 | 420 | 0.01% | 0.01% | 623 | -3,168 | -18.6% | Q1 2026 | May 13, 2026 |
| Synergy Asset Management, LLC | History | Added to | 13,852 | 419 | 0.04% | 0.03% | 625 | +4,872 | 54.25% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 13,816 | 418 | 0.03% | 0.03% | 626 | -231 | -1.64% | Q1 2026 | May 12, 2026 |
| Boreal Capital Management LLC | History | Reduced | 13,769 | 417 | 0.34% | 0.34% | 628 | -828 | -5.67% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 13,762 | 417 | 0.09% | 0.1% | 627 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 13,727 | 416 | 0.0% | 0.0% | 629 | -4,434 | -24.41% | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 13,701 | 415 | 0.18% | 0.2% | 632 | -1,267 | -8.46% | Q1 2026 | Apr 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,704 | 415 | 0.02% | 0.02% | 631 | +130 | 0.96% | Q1 2026 | Apr 28, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 13,700 | 415 | 0.05% | 0.05% | 630 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 13,655 | 414 | 0.0% | 0.0% | 633 | +8,117 | 146.57% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,445 | 407 | 0.0% | 0.0% | 634 | -8,146 | -37.73% | Q1 2026 | May 13, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 13,436 | 407 | 0.15% | 0.14% | 635 | +785 | 6.21% | Q1 2026 | May 06, 2026 |
| Park Edge Advisors, LLC | History | Added to | 13,359 | 405 | 0.09% | 0.09% | 636 | +64 | 0.48% | Q1 2026 | Apr 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 13,231 | 401 | 0.06% | 0.06% | 637 | +1,161 | 9.62% | Q1 2026 | May 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,196 | 400 | 0.02% | 0.02% | 639 | -1,142 | -7.96% | Q1 2026 | May 12, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 13,202 | 400 | 0.04% | 0.04% | 638 | +848 | 6.86% | Q1 2026 | Apr 30, 2026 |
| BANTA ASSET MANAGEMENT LP | History | Reduced | 13,190 | 399 | 0.4% | 0.38% | 640 | -400 | -2.94% | Q1 2026 | May 07, 2026 |
| Elser Financial Planning, Inc | History | New | 13,154 | 398 | 0.02% | — | 641 | +13,154 | New | Q1 2026 | Apr 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 13,082 | 396 | 0.08% | 0.08% | 642 | +52 | 0.4% | Q1 2026 | May 15, 2026 |
| FineMark National Bank & Trust | History | No change | 12,773 | 395 | 0.01% | 0.01% | 643 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MGB Wealth Management, LLC | History | No change | 12,773 | 395 | 0.11% | 0.11% | 644 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cunning Capital Partners, LP | History | Added to | 13,000 | 394 | 0.2% | 0.17% | 645 | +1,000 | 8.33% | Q1 2026 | May 13, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 12,930 | 392 | 0.08% | 0.08% | 646 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 12,928 | 391 | 0.06% | 0.07% | 647 | +4 | 0.03% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Added to | 12,804 | 388 | 0.0% | 0.0% | 648 | +720 | 5.96% | Q1 2026 | May 06, 2026 |
| First Nebraska Trust Co | History | Added to | 12,747 | 386 | 0.04% | 0.04% | 649 | +37 | 0.29% | Q1 2026 | Jun 01, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 12,710 | 385 | 0.25% | 0.24% | 650 | +153 | 1.22% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,620 | 382 | 0.01% | 0.02% | 652 | -10,056 | -44.35% | Q1 2026 | Apr 07, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 12,620 | 382 | 0.21% | 0.19% | 653 | +223 | 1.8% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 12,618 | 382 | 0.0% | 0.0% | 651 | +5 | 0.04% | Q1 2026 | May 05, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 12,555 | 380 | 0.06% | 0.06% | 654 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 12,500 | 379 | 0.01% | 0.01% | 655 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 12,471 | 378 | 0.09% | 0.1% | 656 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AlphaCentric Advisors LLC | History | Reduced | 12,386 | 375 | 0.37% | 0.42% | 657 | -1,303 | -9.52% | Q1 2026 | May 07, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 12,365 | 374 | 0.1% | 0.07% | 659 | +2,840 | 29.82% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 12,420 | 374 | 0.0% | 0.0% | 658 | -1,039 | -7.72% | Q1 2026 | May 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 12,307 | 373 | 0.14% | 0.15% | 661 | +7 | 0.06% | Q1 2026 | Apr 15, 2026 |
| UNITED BANK | History | No change | 12,313 | 373 | 0.05% | 0.05% | 660 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 12,245 | 371 | 0.03% | 0.03% | 662 | -392 | -3.1% | Q1 2026 | May 05, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 12,230 | 370 | 0.05% | 0.08% | 664 | -9,950 | -44.86% | Q1 2026 | May 05, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 11,977 | 370 | 0.32% | 0.32% | 663 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Petix & Botte Co | History | Added to | 12,200 | 369 | 0.08% | 0.09% | 665 | +8 | 0.07% | Q1 2026 | Apr 30, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 12,135 | 367 | 0.26% | 0.29% | 666 | -750 | -5.82% | Q1 2026 | May 07, 2026 |
| Sage Capital Management, LLC | History | Reduced | 12,065 | 365 | 0.17% | 0.21% | 667 | -2,788 | -18.77% | Q1 2026 | Apr 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 11,830 | 358 | 0.03% | 0.03% | 668 | -2,307 | -16.32% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 11,789 | 357 | 0.01% | 0.01% | 669 | +183 | 1.58% | Q1 2026 | Apr 09, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 11,791 | 357 | 0.03% | 0.02% | 670 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 11,757 | 356 | 0.03% | 0.03% | 671 | -311 | -2.58% | Q1 2026 | Apr 08, 2026 |
| TD Capital Management LLC | History | Added to | 11,589 | 351 | 0.03% | 0.03% | 672 | +15 | 0.13% | Q1 2026 | May 11, 2026 |
| NWF Advisory Services Inc. | History | Added to | 11,592 | 351 | 0.04% | 0.04% | 673 | +13 | 0.11% | Q1 2026 | May 04, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 11,541 | 349 | 0.02% | 0.02% | 674 | -715 | -5.83% | Q1 2026 | May 01, 2026 |
| Pallas Capital Advisors LLC | History | No change | 11,410 | 345 | 0.01% | 0.01% | 675 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beck Bode, LLC | History | Reduced | 11,247 | 341 | 0.06% | 0.08% | 676 | -3,744 | -24.97% | Q1 2026 | May 07, 2026 |
| Haven Private, LLC | History | No change | 11,200 | 339 | 0.15% | 0.15% | 677 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | New | 11,100 | 336 | 0.0% | — | 678 | +11,100 | New | Q1 2026 | May 15, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 11,005 | 335 | 0.2% | 0.21% | 679 | -139 | -1.25% | Q1 2026 | Apr 08, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 11,020 | 334 | 0.05% | 0.06% | 681 | -1,950 | -15.03% | Q1 2026 | May 04, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 11,025 | 334 | 0.34% | 0.31% | 680 | -775 | -6.57% | Q1 2026 | May 07, 2026 |
| Norris Financial Group, LLC | History | No change | 11,000 | 333 | 0.11% | 0.12% | 682 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Continuum Advisory, LLC | History | Added to | 10,828 | 328 | 0.03% | 0.03% | 683 | +955 | 9.67% | Q1 2026 | Apr 22, 2026 |
| SkyOak Wealth, LLC | History | No change | 10,748 | 325 | 0.06% | 0.06% | 684 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Robbins Farley | History | Added to | 10,715 | 324 | 0.14% | 0.15% | 685 | +38 | 0.36% | Q1 2026 | Apr 17, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 10,663 | 323 | 0.03% | 0.03% | 687 | +65 | 0.61% | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 10,654 | 323 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 10,645 | 322 | 0.08% | 0.09% | 688 | -181 | -1.67% | Q1 2026 | Apr 09, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 10,592 | 321 | 0.11% | 0.12% | 689 | -40 | -0.38% | Q1 2026 | Apr 21, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 10,560 | 320 | 0.02% | 0.02% | 690 | -3,597 | -25.41% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 10,554 | 319 | 0.01% | 0.01% | 692 | -656 | -5.85% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 10,547 | 319 | 0.12% | 0.11% | 691 | -12 | -0.11% | Q1 2026 | May 12, 2026 |
| Trask Adam Roland | History | New | 10,488 | 318 | 0.3% | — | 693 | +10,488 | New | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Reduced | 10,482 | 317 | 0.03% | 0.03% | 694 | -556 | -5.04% | Q1 2026 | May 15, 2026 |
| Guardian Capital, LLC | History | New | 10,283 | 311 | 0.3% | — | 696 | +10,283 | New | Q1 2026 | May 11, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 10,355 | 311 | 0.26% | 0.18% | 695 | +2,600 | 33.53% | Q1 2026 | May 04, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 10,199 | 309 | 0.13% | 0.13% | 697 | -376 | -3.56% | Q1 2026 | Apr 28, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 10,076 | 305 | 0.01% | 0.01% | 698 | +70 | 0.7% | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 10,044 | 304 | 0.11% | 0.08% | 700 | +1,776 | 21.48% | Q1 2026 | Apr 21, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 10,049 | 304 | 0.05% | 0.04% | 699 | -635 | -5.94% | Q1 2026 | May 01, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 10,017 | 303 | 0.02% | 0.04% | 702 | -7,280 | -42.09% | Q1 2026 | Jul 29, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 10,000 | 303 | 0.16% | 0.17% | 701 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 10,000 | 303 | 0.04% | 0.04% | 703 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Maridea Wealth Management LLC | History | New | 9,885 | 299 | 0.04% | — | 704 | +9,885 | New | Q1 2026 | Apr 21, 2026 |
| SFMG, LLC | History | Reduced | 9,736 | 295 | 0.02% | 0.02% | 705 | -767 | -7.3% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,665 | 293 | 0.01% | — | 708 | +9,665 | New | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Reduced | 9,693 | 293 | 0.03% | 0.04% | 707 | -1,824 | -15.84% | Q1 2026 | Apr 30, 2026 |
| Traub Capital Management LLC | History | Reduced | 9,694 | 293 | 0.29% | 0.29% | 706 | -90 | -0.92% | Q1 2026 | Apr 23, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 9,646 | 292 | 0.03% | 0.03% | 709 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 9,616 | 291 | 0.0% | 0.0% | 710 | -2,858 | -22.91% | Q1 2026 | May 14, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 9,581 | 290 | 0.21% | 0.25% | 712 | -543 | -5.36% | Q1 2026 | Apr 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 9,576 | 290 | 0.01% | 0.01% | 711 | -140 | -1.44% | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,538 | 289 | 0.01% | 0.01% | 714 | +221 | 2.37% | Q1 2026 | May 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 9,532 | 289 | 0.18% | 0.2% | 713 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | Added to | 9,529 | 288 | 0.06% | 0.05% | 715 | +2,579 | 37.11% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 9,440 | 286 | 0.01% | 0.01% | 717 | +2,796 | 42.08% | Q1 2026 | Apr 20, 2026 |
| ProVise Management Group, LLC | History | Reduced | 9,454 | 286 | 0.02% | 0.02% | 716 | -600 | -5.97% | Q1 2026 | May 06, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 9,453 | 286 | 0.01% | 0.01% | 718 | -529 | -5.3% | Q1 2026 | May 08, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 9,436 | 286 | 0.11% | 0.11% | 719 | -441 | -4.46% | Q1 2026 | Apr 06, 2026 |
| AMES NATIONAL CORP | History | Reduced | 9,400 | 285 | 0.17% | 0.21% | 720 | -2,225 | -19.14% | Q1 2026 | May 12, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 9,379 | 284 | 0.03% | 0.04% | 721 | +315 | 3.48% | Q1 2026 | May 06, 2026 |
| GenWealth Group, Inc. | History | No change | 9,342 | 283 | 0.05% | 0.05% | 722 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 9,270 | 281 | 0.01% | 0.02% | 723 | +442 | 5.01% | Q1 2026 | Apr 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 9,264 | 280 | 0.01% | 0.01% | 724 | -200 | -2.11% | Q1 2026 | Apr 29, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 8,966 | 280 | 0.03% | 0.04% | 726 | -30 | -0.33% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Added to | 9,239 | 280 | 0.01% | 0.01% | 725 | +4 | 0.04% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 9,148 | 277 | 0.01% | 0.01% | 728 | -1,495 | -14.05% | Q1 2026 | May 15, 2026 |
| Cypress Capital Group | History | Reduced | 9,164 | 277 | 0.03% | 0.04% | 727 | -1,025 | -10.06% | Q1 2026 | May 15, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Added to | 9,154 | 277 | 0.07% | 0.07% | 729 | +249 | 2.8% | Q1 2026 | Apr 22, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 9,110 | 276 | 0.08% | 0.08% | 730 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 8,997 | 272 | 0.03% | 0.03% | 731 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Apollon Financial, LLC | History | No change | 9,000 | 272 | 0.04% | 0.04% | 732 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 8,965 | 271 | 0.08% | 0.09% | 733 | -2,135 | -19.23% | Q1 2026 | Apr 22, 2026 |
| Entelevest, LLC | History | Reduced | 8,933 | 270 | 0.27% | 0.48% | 735 | -6,643 | -42.65% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,918 | 270 | 0.01% | 0.01% | 734 | -555 | -5.86% | Q1 2026 | Apr 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 8,880 | 269 | 0.02% | — | 737 | +8,880 | New | Q1 2026 | May 12, 2026 |
| Cumberland Partners Ltd | History | Added to | 8,875 | 269 | 0.02% | 0.01% | 736 | +1,255 | 16.47% | Q1 2026 | May 14, 2026 |
| CFO4Life Group, LLC | History | Added to | 8,862 | 268 | 0.04% | 0.04% | 738 | +48 | 0.54% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 8,819 | 267 | 0.0% | 0.01% | 739 | -2,057 | -18.91% | Q1 2026 | May 11, 2026 |
| Balboa Wealth Partners | History | Added to | 8,816 | 267 | 0.04% | 0.04% | 740 | +3 | 0.03% | Q1 2026 | Apr 16, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 8,784 | 266 | 0.01% | 0.01% | 741 | +22 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Argentarii, LLC | History | Added to | 8,748 | 265 | 0.09% | 0.07% | 742 | +1,408 | 19.18% | Q1 2026 | May 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 8,706 | 263 | 0.03% | 0.03% | 743 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ironwood Financial, llc | History | Reduced | 8,658 | 262 | 0.05% | 0.05% | 744 | -1,245 | -12.57% | Q1 2026 | Apr 16, 2026 |
| NORDEN GROUP LLC | History | Reduced | 8,650 | 262 | 0.03% | 0.03% | 745 | -189 | -2.14% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 8,606 | 261 | 0.01% | 0.01% | 746 | -1,307 | -13.18% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 8,624 | 261 | 0.04% | 0.04% | 749 | -940 | -9.83% | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | History | Reduced | 8,636 | 261 | 0.06% | 0.07% | 748 | -248 | -2.79% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 8,609 | 261 | 0.04% | 0.05% | 747 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 8,574 | 259 | 0.17% | 0.17% | 750 | +19 | 0.22% | Q1 2026 | May 20, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 8,485 | 257 | 0.02% | — | 753 | +8,485 | New | Q1 2026 | May 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,478 | 257 | 0.02% | 0.02% | 752 | +2 | 0.02% | Q1 2026 | Apr 27, 2026 |
| E&G Advisors, LP | History | No change | 8,484 | 257 | 0.06% | 0.06% | 751 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 8,462 | 256 | 0.13% | 0.1% | 754 | +42 | 0.5% | Q1 2026 | May 14, 2026 |
| INGALLS & SNYDER LLC | History | No change | 8,400 | 255 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,358 | 253 | 0.01% | 0.01% | 756 | +200 | 2.45% | Q1 2026 | Apr 17, 2026 |
| JPL Wealth Management, LLC | History | New | 8,333 | 252 | 0.06% | — | 757 | +8,333 | New | Q1 2026 | May 08, 2026 |
| Americana Partners, LLC | History | No change | 8,305 | 251 | 0.01% | 0.01% | 758 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 8,300 | 251 | 0.17% | 0.17% | 759 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vigilare Wealth Management | History | Reduced | 8,274 | 250 | 0.08% | 0.27% | 760 | -17,220 | -67.55% | Q1 2026 | Apr 01, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 8,126 | 246 | 0.01% | 0.01% | 761 | +1,571 | 23.97% | Q1 2026 | Apr 30, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 8,100 | 245 | 0.04% | 0.06% | 762 | -2,144 | -20.93% | Q1 2026 | May 01, 2026 |
| SUMMITRY LLC | History | New | 8,000 | 242 | 0.01% | — | 766 | +8,000 | New | Q1 2026 | May 22, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 8,010 | 242 | 0.0% | 0.01% | 763 | -7,911 | -49.69% | Q1 2026 | May 06, 2026 |
| BURNEY CO/ | History | Reduced | 7,991 | 242 | 0.01% | 0.01% | 764 | -2,711 | -25.33% | Q1 2026 | Apr 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,000 | 242 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 7,935 | 240 | 0.06% | 0.08% | 767 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 7,860 | 238 | 0.0% | 0.01% | 768 | -2,900 | -26.95% | Q1 2026 | Apr 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 7,825 | 237 | 0.1% | — | 769 | +7,825 | New | Q1 2026 | May 27, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 7,816 | 236 | 0.01% | 0.02% | 770 | -3,190 | -28.98% | Q1 2026 | May 14, 2026 |
| Winthrop Advisory Group LLC | History | No change | 7,795 | 236 | 0.02% | 0.02% | 771 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MKT Advisors LLC | History | Reduced | 7,650 | 233 | 0.08% | 0.09% | 773 | -1,050 | -12.07% | Q1 2026 | Apr 10, 2026 |
| Bell Bank | History | No change | 7,697 | 233 | 0.01% | 0.01% | 772 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 7,385 | 231 | 0.13% | — | 776 | +7,385 | New | Q1 2026 | May 19, 2026 |
| Objective Capital Management, LLC | History | Reduced | 7,641 | 231 | 0.23% | 0.42% | 774 | -5,542 | -42.04% | Q1 2026 | May 04, 2026 |
| Wealth Management Associates, Inc. | History | No change | 7,643 | 231 | 0.08% | 0.08% | 775 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 7,611 | 230 | 0.04% | — | 778 | +7,611 | New | Q1 2026 | May 01, 2026 |
| John Boyer, Inc. | History | Reduced | 7,608 | 230 | 0.23% | 0.38% | 777 | -4,463 | -36.97% | Q1 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Reduced | 7,581 | 229 | 0.0% | 0.0% | 780 | -6,455 | -45.99% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 7,553 | 229 | 0.01% | 0.02% | 782 | -1,178 | -13.49% | Q1 2026 | Apr 09, 2026 |
| Krilogy Financial LLC | History | Added to | 7,331 | 229 | 0.01% | 0.01% | 779 | +1,046 | 16.64% | Q1 2026 | Apr 17, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 7,308 | 229 | 0.07% | 0.08% | 781 | +295 | 4.21% | Q1 2026 | Apr 17, 2026 |
| Ransom Advisory, Ltd | History | No change | 7,400 | 229 | 0.09% | 0.09% | 783 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 7,546 | 228 | 0.05% | 0.07% | 784 | -2,216 | -22.7% | Q1 2026 | May 21, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 7,516 | 227 | 0.04% | 0.1% | 787 | -9,207 | -55.06% | Q1 2026 | Apr 17, 2026 |
| Ground Swell Capital, LLC | History | New | 7,509 | 227 | 0.45% | — | 788 | +7,509 | New | Q1 2026 | Apr 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 7,506 | 227 | 0.0% | 0.0% | 785 | -152 | -1.98% | Q1 2026 | May 05, 2026 |
| Olde Wealth Management, LLC | History | Added to | 7,500 | 227 | 0.07% | 0.07% | 786 | +4 | 0.05% | Q1 2026 | May 12, 2026 |
| Clare Market Investments LLC | History | New | 7,474 | 226 | 0.05% | — | 790 | +7,474 | New | Q1 2026 | Apr 29, 2026 |
| Midwest Financial Group LLC | History | Reduced | 7,465 | 226 | 0.1% | 0.1% | 789 | -175 | -2.29% | Q1 2026 | Apr 22, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 7,435 | 225 | 0.12% | 0.13% | 791 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 7,090 | 224 | 0.02% | 0.03% | 793 | -200 | -2.74% | Q1 2026 | May 12, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 7,388 | 224 | 0.07% | 0.07% | 792 | -10 | -0.14% | Q1 2026 | Apr 21, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 7,306 | 222 | 0.05% | 0.05% | 794 | -4,541 | -38.33% | Q1 2026 | Apr 14, 2026 |
| Vawter Financial, Ltd. | History | New | 7,294 | 221 | 0.09% | — | 796 | +7,294 | New | Q1 2026 | Aug 04, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 7,319 | 221 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 7,287 | 220 | 0.01% | 0.02% | 798 | +566 | 8.42% | Q1 2026 | Apr 21, 2026 |
| Symmetry Partners, LLC | History | Reduced | 7,287 | 220 | 0.01% | 0.01% | 797 | -2 | -0.03% | Q1 2026 | Apr 27, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 7,167 | 217 | 0.08% | 0.07% | 799 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 7,139 | 216 | 0.06% | 0.06% | 801 | +334 | 4.91% | Q1 2026 | Apr 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 7,132 | 216 | 0.07% | 0.07% | 800 | +9 | 0.13% | Q1 2026 | May 04, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 7,099 | 215 | 0.02% | — | 803 | +7,099 | New | Q1 2026 | May 14, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 7,118 | 215 | 0.18% | 0.2% | 802 | -475 | -6.26% | Q1 2026 | Apr 20, 2026 |
| BHK Investment Advisors, LLC | History | New | 7,040 | 213 | 0.07% | — | 806 | +7,040 | New | Q1 2026 | Apr 29, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 7,035 | 213 | 0.03% | 0.04% | 805 | -2,152 | -23.42% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 6,855 | 213 | 0.01% | 0.01% | 804 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 7,017 | 212 | 0.03% | 0.34% | 807 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 6,913 | 209 | 0.0% | 0.0% | 808 | -1,948 | -21.98% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Reduced | 6,875 | 208 | 0.0% | 0.01% | 809 | -4,239 | -38.14% | Q1 2026 | May 08, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 6,875 | 208 | 0.16% | 0.2% | 810 | -1,860 | -21.29% | Q1 2026 | May 08, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 6,846 | 207 | 0.1% | 0.1% | 812 | -484 | -6.6% | Q1 2026 | Apr 27, 2026 |
| Oxbow Advisors, LLC | History | No change | 6,855 | 207 | 0.02% | 0.02% | 811 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 6,709 | 207 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | No change | 6,805 | 206 | 0.04% | 0.05% | 814 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | New | 6,783 | 205 | 0.0% | — | 815 | +6,783 | New | Q1 2026 | May 05, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 6,750 | 204 | 0.18% | 0.17% | 816 | +75 | 1.12% | Q1 2026 | May 14, 2026 |
| Harbour Capital Advisors, LLC | History | New | 6,465 | 203 | 0.04% | — | 819 | +6,465 | New | Q1 2026 | Apr 29, 2026 |
| HF Advisory Group, LLC | History | Reduced | 6,721 | 203 | 0.07% | 0.08% | 818 | -737 | -9.88% | Q1 2026 | Apr 21, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 6,718 | 203 | 0.13% | 0.14% | 817 | -242 | -3.48% | Q1 2026 | Apr 28, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 6,670 | 202 | 0.06% | 0.06% | 820 | -283 | -4.07% | Q1 2026 | Apr 02, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 6,687 | 202 | 0.04% | 0.05% | 821 | +34 | 0.51% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,659 | 201 | 0.01% | — | 824 | +6,659 | New | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 6,659 | 201 | 0.01% | 0.01% | 822 | +8 | 0.12% | Q1 2026 | May 14, 2026 |
| Peak Wealth Management LLC | History | No change | 6,652 | 201 | 0.16% | 0.17% | 823 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cascade Financial Partners, LLC | History | New | 6,623 | 200 | 0.02% | — | 826 | +6,623 | New | Q1 2026 | May 12, 2026 |
| Hegarty Advisors, LLC | History | Added to | 6,619 | 200 | 0.16% | 0.18% | 825 | +33 | 0.5% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 6,264 | 189 | 0.01% | 0.01% | 827 | -434 | -6.48% | Q1 2026 | Apr 06, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 6,200 | 188 | 0.02% | 0.01% | 828 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WealthShield Partners, LLC | History | Added to | 6,180 | 187 | 0.02% | 0.02% | 830 | +36 | 0.59% | Q1 2026 | May 01, 2026 |
| FIRST HORIZON CORP | History | No change | 6,181 | 187 | 0.01% | 0.01% | 829 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Piscataqua Savings Bank | History | Added to | 6,055 | 183 | 0.13% | 0.01% | 831 | +5,371 | 785.23% | Q1 2026 | Apr 10, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 6,027 | 182 | 0.16% | 0.17% | 832 | -190 | -3.06% | Q1 2026 | May 11, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 5,953 | 180 | 0.03% | 0.03% | 833 | +3 | 0.05% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | Reduced | 5,741 | 174 | 0.03% | 0.04% | 834 | -484 | -7.78% | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 5,555 | 168 | 0.01% | 0.01% | 835 | -800 | -12.59% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | Reduced | 5,533 | 167 | 0.02% | 0.02% | 836 | -487 | -8.09% | Q1 2026 | May 12, 2026 |
| MRP Capital Investments, LLC | History | No change | 4,739 | 143 | 0.12% | 0.12% | 837 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 4,671 | 141 | 0.14% | 0.28% | 839 | -4,887 | -51.13% | Q1 2026 | Apr 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 4,674 | 141 | 0.04% | 0.04% | 838 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | No change | 4,648 | 140 | 0.01% | 0.01% | 840 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | Reduced | 4,466 | 135 | 0.03% | 0.03% | 841 | -25 | -0.56% | Q1 2026 | Apr 27, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,302 | 130 | 0.01% | 0.0% | 842 | +2,400 | 126.18% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 4,125 | 125 | 0.04% | 0.04% | 843 | -70 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,010 | 121 | 0.02% | 0.01% | 844 | +1,951 | 94.75% | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,985 | 120 | 0.03% | 0.03% | 845 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,806 | 115 | 0.0% | 0.0% | 846 | -926 | -19.57% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,777 | 113 | 0.0% | 0.0% | 847 | -8 | -0.21% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 3,600 | 111 | 0.06% | 0.06% | 848 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNION SAVINGS BANK | History | No change | 3,539 | 107 | 0.05% | 0.05% | 849 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 3,464 | 105 | 0.02% | 0.02% | 850 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 3,413 | 102 | 0.05% | 0.06% | 851 | -547 | -13.81% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Reduced | 3,294 | 98 | 0.0% | 0.08% | 852 | -211,250 | -98.46% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,177 | 96 | 0.0% | 0.0% | 853 | +205 | 6.9% | Q1 2026 | Apr 07, 2026 |
| BankPlus Trust Department | History | No change | 3,000 | 90 | 0.02% | 0.02% | 854 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2,950 | 89 | 0.01% | 0.01% | 855 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clear Street Group Inc. | History | New | 2,900 | 87 | 0.0% | — | 857 | +2,900 | New | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,879 | 87 | 0.03% | 0.04% | 856 | +18 | 0.63% | Q1 2026 | Apr 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,866 | 86 | 0.06% | 0.06% | 858 | 0 | 0.0% | Q1 2026 | Aug 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,616 | 79 | 0.01% | 0.01% | 859 | -161 | -5.8% | Q1 2026 | May 11, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 2,600 | 78 | 0.03% | 0.01% | 862 | +1,600 | 160.0% | Q1 2026 | Apr 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 2,583 | 78 | 0.02% | 0.02% | 861 | -156 | -5.7% | Q1 2026 | Apr 30, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,602 | 78 | 0.01% | 0.01% | 860 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pandora Wealth, Inc. | History | No change | 2,500 | 77 | 0.05% | 0.05% | 863 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pacifica Partners Inc. | History | Reduced | 2,523 | 76 | 0.03% | 0.04% | 864 | -185 | -6.83% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,430 | 76 | 0.01% | 0.01% | 865 | +125 | 5.42% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,471 | 74 | 0.0% | 0.0% | 866 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,458 | 74 | 0.01% | 0.01% | 867 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 2,376 | 72 | 0.03% | 0.03% | 869 | -369 | -13.44% | Q1 2026 | May 01, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 2,375 | 72 | 0.01% | 0.01% | 868 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 2,274 | 69 | 0.0% | 0.0% | 870 | -2,093 | -47.93% | Q1 2026 | Apr 06, 2026 |
| WFA of San Diego, LLC | History | Reduced | 2,270 | 68 | 0.05% | 0.05% | 872 | -136 | -5.65% | Q1 2026 | May 11, 2026 |
| Rossmore Private Capital | History | No change | 2,250 | 68 | 0.01% | 0.01% | 871 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | Added to | 2,101 | 64 | 0.01% | 0.01% | 873 | +1 | 0.05% | Q1 2026 | Apr 27, 2026 |
| Providence Capital Advisors, LLC | History | No change | 2,058 | 62 | 0.01% | 0.01% | 874 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fairscale Capital, LLC | History | New | 2,028 | 61 | 0.04% | — | 877 | +2,028 | New | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 2,013 | 61 | 0.0% | 0.0% | 876 | +252 | 14.31% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 2,012 | 61 | 0.0% | 0.0% | 875 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BAYBAN | History | No change | 2,000 | 60 | 0.05% | 0.05% | 878 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | New | 1,950 | 59 | 0.0% | — | 879 | +1,950 | New | Q1 2026 | Apr 28, 2026 |
| Pflug Koory, LLC | History | Added to | 1,932 | 58 | 0.03% | 0.03% | 880 | +7 | 0.36% | Q1 2026 | Apr 21, 2026 |
| Lavaca Capital LLC | History | Added to | 1,904 | 57 | 0.01% | 0.01% | 881 | +13 | 0.69% | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,875 | 56 | 0.01% | 0.01% | 882 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 1,688 | 51 | 0.02% | — | 883 | +1,688 | New | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,608 | 48 | 0.01% | 0.01% | 884 | +431 | 36.62% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | No change | 1,570 | 47 | 0.0% | 0.0% | 885 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | No change | 1,537 | 46 | 0.01% | 0.01% | 886 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 1,510 | 45 | 0.02% | 0.03% | 888 | -263 | -14.83% | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,500 | 45 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 1,427 | 43 | 0.05% | 0.01% | 891 | +1,033 | 262.18% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,440 | 43 | 0.01% | 0.01% | 889 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 43,051 | 43 | 0.01% | 0.01% | 890 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| JDM Financial Group LLC | History | No change | 1,405 | 42 | 0.02% | 0.02% | 892 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Heritage Wealth Advisors | History | New | 1,362 | 41 | 0.0% | — | 895 | +1,362 | New | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,354 | 41 | 0.01% | 0.01% | 893 | +2 | 0.15% | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | No change | 1,385 | 41 | 0.01% | 0.01% | 894 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 1,326 | 40 | 0.0% | — | 898 | +1,326 | New | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 1,321 | 40 | 0.0% | 0.0% | 897 | +956 | 261.92% | Q1 2026 | Apr 13, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1,347 | 40 | 0.0% | 0.0% | 896 | -141 | -9.48% | Q1 2026 | Apr 28, 2026 |
| Synergy Investment Management, LLC | History | New | 1,276 | 38 | 0.01% | — | 899 | +1,276 | New | Q1 2026 | May 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 1,150 | 34 | 0.02% | 0.02% | 901 | +150 | 15.0% | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,140 | 34 | 0.0% | 0.0% | 900 | +140 | 14.0% | Q1 2026 | Apr 21, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 1,143 | 34 | 0.02% | 0.02% | 902 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 1,073 | 33 | 0.01% | 0.01% | 903 | -100 | -8.53% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,050 | 31 | 0.0% | 0.01% | 904 | -43,619 | -97.65% | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,046 | 31 | 0.0% | 0.0% | 905 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 970 | 29 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Bogart Wealth, LLC | History | No change | 981 | 29 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 969 | 29 | 0.0% | 0.0% | 908 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 940 | 28 | 0.01% | 0.01% | 909 | +75 | 8.67% | Q1 2026 | May 05, 2026 |
| Corsicana & Co. | History | No change | 920 | 28 | 0.02% | 0.02% | 910 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 919 | 27 | 0.01% | 0.01% | 911 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Opal Wealth Advisors, LLC | History | New | 860 | 26 | 0.01% | — | 913 | +860 | New | Q1 2026 | Apr 14, 2026 |
| GODSEY & GIBB, INC | History | No change | 875 | 26 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 830 | 25 | 0.0% | 0.0% | 914 | -859 | -50.86% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Reduced | 828 | 25 | 0.0% | 0.0% | 915 | -380 | -31.46% | Q1 2026 | Apr 29, 2026 |
| Kilter Group LLC | History | No change | 810 | 24 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 767 | 23 | 0.0% | 0.0% | 917 | +5 | 0.66% | Q1 2026 | Apr 28, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 769 | 23 | 0.02% | 0.02% | 918 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 745 | 22 | 0.0% | 0.0% | 919 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 700 | 21 | 0.01% | 0.01% | 920 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PAYDEN & RYGEL | History | Reduced | 670 | 20 | 0.0% | 0.0% | 921 | -1,285 | -65.73% | Q1 2026 | May 12, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 686 | 20 | 0.02% | 0.02% | 923 | +4 | 0.59% | Q1 2026 | May 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 670 | 20 | 0.01% | 0.01% | 922 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 627 | 19 | 0.01% | — | 925 | +627 | New | Q1 2026 | Apr 13, 2026 |
| Planning Project LLC | History | No change | 645 | 19 | 0.0% | 0.0% | 924 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 594 | 18 | 0.0% | 0.0% | 929 | -300 | -33.56% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Reduced | 600 | 18 | 0.0% | 0.0% | 926 | -100 | -14.29% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 602 | 18 | 0.0% | 0.0% | 928 | +2 | 0.33% | Q1 2026 | Apr 20, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 601 | 18 | 0.0% | 0.01% | 932 | +2 | 0.33% | Q1 2026 | Apr 27, 2026 |
| Colonial Trust Advisors | History | No change | 625 | 18 | 0.0% | 0.0% | 927 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 610 | 18 | 0.01% | 0.01% | 930 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreFirst Bank & Trust | History | No change | 600 | 18 | 0.01% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 500 | 15 | 0.0% | — | 938 | +500 | New | Q1 2026 | Apr 14, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 500 | 15 | 0.0% | 0.0% | 933 | -40 | -7.41% | Q1 2026 | Apr 15, 2026 |
| Horrell Capital Management, Inc. | History | No change | 500 | 15 | 0.01% | 0.01% | 934 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 500 | 15 | 0.01% | 0.01% | 935 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 500 | 15 | 0.01% | 0.01% | 936 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Nemes Rush Group LLC | History | No change | 520 | 15 | 0.0% | 0.0% | 937 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 491 | 14 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| United Community Bank | History | New | 438 | 13 | 0.0% | — | 941 | +438 | New | Q1 2026 | Apr 24, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 448 | 13 | 0.01% | 0.01% | 940 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EPG Wealth Management LLC | History | Added to | 409 | 12 | 0.0% | 0.0% | 943 | +3 | 0.74% | Q1 2026 | May 07, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 400 | 12 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Byrne Asset Management LLC | History | No change | 425 | 12 | 0.01% | 0.01% | 944 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 408 | 12 | 0.01% | 0.01% | 945 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 387 | 11 | 0.0% | — | 948 | +387 | New | Q1 2026 | May 15, 2026 |
| Community Financial Services Group, LLC | History | New | 379 | 11 | 0.0% | — | 947 | +379 | New | Q1 2026 | Apr 08, 2026 |
| Winch Advisory Services, LLC | History | Added to | 380 | 11 | 0.0% | 0.0% | 946 | +3 | 0.8% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | New | 350 | 10 | 0.0% | — | 949 | +350 | New | Q1 2026 | May 29, 2026 |
| STANCE CAPITAL LLC | History | New | 333 | 10 | 0.0% | — | 950 | +333 | New | Q1 2026 | May 13, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 320 | 9 | 0.0% | 0.01% | 952 | -315 | -49.61% | Q1 2026 | Apr 23, 2026 |
| MOTCO | History | New | 315 | 9 | 0.0% | — | 953 | +315 | New | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 320 | 9 | 0.0% | 0.0% | 951 | -65 | -16.88% | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 280 | 8 | 0.0% | 0.0% | 954 | +216 | 337.5% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | No change | 264 | 8 | 0.0% | 0.01% | 955 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 262 | 7 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 255 | 7 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 255 | 7 | 0.0% | 0.0% | 958 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 205 | 6 | 0.0% | — | 960 | +205 | New | Q1 2026 | May 15, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 959 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strive Financial Group ,LLC | History | No change | 172 | 5 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 160 | 4 | 0.0% | — | 967 | +160 | New | Q1 2026 | Apr 22, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 158 | 4 | 0.0% | — | 968 | +158 | New | Q1 2026 | Apr 21, 2026 |
| Anchor Investment Management, LLC | History | Added to | 156 | 4 | 0.0% | 0.0% | 963 | +1 | 0.65% | Q1 2026 | May 01, 2026 |
| Manchester Capital Management LLC | History | No change | 144 | 4 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 964 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 147 | 4 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 966 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Coastline Trust Co | History | Reduced | 125 | 3 | 0.0% | 0.0% | 969 | -400 | -76.19% | Q1 2026 | Apr 03, 2026 |
| Park Square Financial Group, LLC | History | New | 123 | 3 | 0.02% | — | 974 | +123 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 114 | 3 | 0.0% | 0.0% | 971 | +36 | 46.15% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | No change | 129 | 3 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| NFSG Corp | History | No change | 125 | 3 | 0.0% | 0.0% | 973 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 80 | 2 | 0.0% | 0.0% | 975 | -101 | -55.8% | Q1 2026 | May 12, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 91 | 2 | 0.0% | — | 977 | +91 | New | Q1 2026 | Apr 16, 2026 |
| Eukles Asset Management | History | New | 86 | 2 | 0.0% | — | 978 | +86 | New | Q1 2026 | May 05, 2026 |
| SYM FINANCIAL Corp | History | New | 75 | 2 | 0.0% | — | 976 | +75 | New | Q1 2026 | May 08, 2026 |
| Burk Holdings LLC | History | New | 58 | 1 | 0.0% | — | 988 | +58 | New | Q1 2026 | May 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 43 | 1 | 0.0% | — | 986 | +43 | New | Q1 2026 | May 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 39 | 1 | 0.0% | — | 987 | +39 | New | Q1 2026 | May 07, 2026 |
| PayPay Securities Corp | History | Reduced | 51 | 1 | 0.03% | 0.03% | 984 | -12 | -19.05% | Q1 2026 | Apr 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Granite Investment Partners, LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 981 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 982 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 983 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Roxbury Financial LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,747,061 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.26% | — | -868,252 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -354,308 | -100.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -322,578 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -280,257 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Independence Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 1.65% | — | -194,422 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Frisch Financial Group, Inc. | History | Closed out | 0 | 0 | — | 1.02% | — | -146,824 | -100.0% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -129,752 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104,138 | -100.0% | Q1 2026 | May 15, 2026 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 1.8% | — | -97,300 | -100.0% | Q1 2026 | May 08, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -92,556 | -100.0% | Q1 2026 | May 01, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -65,164 | -100.0% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -57,079 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -51,402 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,224 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -45,037 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -43,630 | -100.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -38,660 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -32,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.51% | — | -30,649 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,414 | -100.0% | Q1 2026 | May 13, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.44% | — | -29,100 | -100.0% | Q1 2026 | May 15, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -25,065 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,789 | -100.0% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -20,996 | -100.0% | Q1 2026 | Apr 29, 2026 |
| VERITY Wealth Advisors | History | Closed out | 0 | 0 | — | 0.34% | — | -17,878 | -100.0% | Q1 2026 | Apr 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -16,666 | -100.0% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,223 | -100.0% | Q1 2026 | May 01, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,164 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Stirlingshire Investments, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -10,574 | -100.0% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,356 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Coyle Financial Counsel LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,000 | -100.0% | Q1 2026 | May 12, 2026 |
| FIRST MERCHANTS CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,705 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,520 | -100.0% | Q1 2026 | May 14, 2026 |
| Old North State Trust, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -8,614 | -100.0% | Q1 2026 | May 13, 2026 |
| Pines Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,566 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Mallini Complete Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -8,468 | -100.0% | Q1 2026 | Apr 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,423 | -100.0% | Q1 2026 | Apr 20, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.12% | — | -8,422 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Investmark Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,297 | -100.0% | Q1 2026 | May 15, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -8,069 | -100.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,911 | -100.0% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,761 | -100.0% | Q1 2026 | Apr 15, 2026 |
| New Insight Wealth Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -7,645 | -100.0% | Q1 2026 | May 07, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,400 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,350 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,280 | -100.0% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -7,222 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Journey Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,125 | -100.0% | Q1 2026 | May 05, 2026 |
| Finer Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -7,079 | -100.0% | Q1 2026 | May 12, 2026 |
| Prota Financial, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,044 | -100.0% | Q1 2026 | Apr 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,962 | -100.0% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,940 | -100.0% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,874 | -100.0% | Q1 2026 | May 04, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,785 | -100.0% | Q1 2026 | May 12, 2026 |
| Bensler, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,771 | -100.0% | Q1 2026 | May 01, 2026 |
| Sandbox Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,764 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,648 | -100.0% | Q1 2026 | May 13, 2026 |
| Millennium Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,632 | -100.0% | Q1 2026 | May 11, 2026 |
| Clearwave Capital, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,594 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Carl P. Sherr & Co., LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,485 | -100.0% | Q1 2026 | May 07, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,000 | -100.0% | Q1 2026 | May 15, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,194 | -100.0% | Q1 2026 | Apr 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,627 | -100.0% | Q1 2026 | May 14, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,735 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,972 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,602 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,158 | -100.0% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,150 | -100.0% | Q1 2026 | Apr 07, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -855 | -100.0% | Q1 2026 | May 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -780 | -100.0% | Q1 2026 | May 05, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -641 | -100.0% | Q1 2026 | May 08, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -630 | -100.0% | Q1 2026 | Aug 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -552 | -100.0% | Q1 2026 | May 15, 2026 |
| First PREMIER Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -506 | -100.0% | Q1 2026 | May 07, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -392 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -326 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q1 2026 | May 01, 2026 |
| 1248 Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -244 | -97.6% | Q1 2026 | May 06, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 13, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 21, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 21, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| Davis Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Global Wealth Strategies & Associates | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Kingdom Financial Group LLC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WPG Advisers, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Financial Management LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |