INVESCO EXCHANGE-TRADED FUND TRUST - PRF
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 | 11,102,869 | 527,719 | 0.04% | 0.04% | 1 | +92,636 | 0.84% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,590,062 | 360,720 | 0.08% | 0.08% | 2 | -122,366 | -1.59% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,096,490 | 242,236 | 0.14% | 0.13% | 3 | -95,895 | -1.85% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,827,651 | 229,458 | 0.06% | 0.07% | 4 | +43,160 | 0.9% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,659,575 | 173,939 | 1.3% | 1.41% | 5 | -43,645 | -1.18% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 3,076,917 | 146,245 | 0.02% | 0.02% | 6 | +4,992 | 0.16% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 2,984,153 | 141,836 | 0.17% | 0.18% | 7 | -151,263 | -4.82% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 2,798,890 | 133,031 | 0.04% | 0.03% | 8 | +71,429 | 2.62% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,535,887 | 120,530 | 0.17% | 0.19% | 9 | -477,377 | -15.84% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 2,123,301 | 100,920 | 0.01% | 0.01% | 10 | -12,564 | -0.59% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,109,275 | 100,253 | 0.61% | 0.59% | 11 | +53,433 | 2.6% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,057,237 | 97,780 | 0.02% | 0.02% | 12 | +255,018 | 14.15% | Q1 2026 | May 11, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 2,027,977 | 96,389 | 12.55% | 12.52% | 13 | +97 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 1,975,969 | 93,917 | 4.18% | 4.19% | 14 | -153,414 | -7.2% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,933,484 | 91,898 | 0.06% | 0.06% | 15 | +64,628 | 3.46% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 1,706,944 | 81,152 | 0.09% | 0.09% | 16 | -7,572 | -0.44% | Q1 2026 | May 14, 2026 |
| Berman McAleer LLC | History | Added to | 1,571,539 | 74,695 | 10.19% | 10.04% | 17 | +6,236 | 0.4% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,503,181 | 71,446 | 0.02% | 0.02% | 18 | +83,815 | 5.91% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 1,265,634 | 60,167 | 0.46% | 0.45% | 19 | +7,801 | 0.62% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,233,042 | 58,607 | 0.01% | 0.01% | 20 | +34,227 | 2.86% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,134,257 | 53,911 | 0.99% | 1.14% | 21 | -152,073 | -11.82% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | Added to | 1,022,402 | 48,594 | 1.55% | 1.36% | 22 | +151,680 | 17.42% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 948,885 | 45,100 | 0.05% | 0.05% | 23 | +22,749 | 2.46% | Q1 2026 | May 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 932,117 | 44,303 | 5.97% | 5.92% | 24 | -7,711 | -0.82% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 822,040 | 39,342 | 0.08% | 0.17% | 25 | -1,767,211 | -68.25% | Q1 2026 | Apr 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 808,787 | 38,441 | 0.91% | 0.93% | 26 | -82,256 | -9.23% | Q1 2026 | May 15, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 796,038 | 37,835 | 6.73% | 7.18% | 27 | -14,006 | -1.73% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Reduced | 786,770 | 37,395 | 0.01% | 0.01% | 28 | -28,165 | -3.46% | Q1 2026 | May 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 761,631 | 36,200 | 1.0% | 0.87% | 29 | -12,226 | -1.58% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 758,894 | 35,947 | 0.05% | 0.05% | 30 | +21,947 | 2.98% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 668,275 | 31,763 | 8.71% | 9.13% | 31 | -2,109 | -0.31% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 657,688 | 31,260 | 0.05% | 0.04% | 32 | +62,592 | 10.52% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 656,774 | 30,815 | 0.2% | 0.21% | 33 | -4,283 | -0.65% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 643,009 | 30,562 | 1.6% | 1.6% | 34 | +23,309 | 3.76% | Q1 2026 | May 07, 2026 |
| Charles Schwab Trust Co | History | Reduced | 637,458 | 30,298 | 1.96% | 2.0% | 35 | -11,922 | -1.84% | Q1 2026 | Apr 10, 2026 |
| Klingman & Associates, LLC | History | Reduced | 618,139 | 29,380 | 1.41% | 1.54% | 36 | -63,426 | -9.31% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 623,997 | 29,034 | 0.0% | 0.0% | 37 | +38,360 | 6.55% | Q1 2026 | May 13, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 595,164 | 28,288 | 14.16% | 14.2% | 38 | +9,011 | 1.54% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 587,026 | 27,901 | 0.03% | 0.03% | 39 | -56,179 | -8.73% | Q1 2026 | May 05, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 518,214 | 26,848 | 11.22% | 10.17% | 40 | +69,507 | 15.49% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 553,631 | 26,314 | 0.04% | 0.03% | 41 | -2,811 | -0.51% | Q1 2026 | Apr 27, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 550,343 | 26,157 | 10.43% | 9.68% | 42 | +62,161 | 12.73% | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | New | 541,398 | 25,732 | 0.3% | — | 43 | +541,398 | New | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 534,205 | 25,390 | 0.1% | 0.1% | 44 | -512 | -0.1% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 531,851 | 25,278 | 0.02% | 0.02% | 45 | -11,864 | -2.18% | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 507,085 | 24,101 | 0.46% | 0.45% | 46 | -6,185 | -1.21% | Q1 2026 | May 01, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 503,630 | 23,937 | 8.25% | 8.48% | 47 | -12,085 | -2.34% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 496,355 | 23,592 | 0.06% | 0.05% | 48 | +90,488 | 22.29% | Q1 2026 | Apr 30, 2026 |
| Wharton Business Group, LLC | History | Added to | 495,030 | 23,528 | 0.89% | 0.88% | 49 | +1,895 | 0.38% | Q1 2026 | May 07, 2026 |
| Breakwater Capital Group | History | Added to | 449,867 | 21,382 | 2.86% | 2.94% | 50 | +656 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 428,347 | 20,359 | 3.83% | 3.33% | 51 | +54,138 | 14.47% | Q1 2026 | Apr 13, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 424,698 | 20,185 | 6.45% | 7.29% | 52 | -9,733 | -2.24% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 404,028 | 19,203 | 0.01% | 0.01% | 53 | +107,153 | 36.09% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 401,266 | 19,072 | 1.41% | 1.82% | 54 | -17,043 | -4.07% | Q1 2026 | May 19, 2026 |
| World Investment Advisors | History | Added to | 398,063 | 18,919 | 0.31% | 0.24% | 55 | +83,853 | 26.69% | Q1 2026 | Apr 27, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 386,316 | 18,361 | 4.76% | 4.83% | 56 | -32,347 | -7.73% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 492,260 | 18,179 | 0.03% | 0.03% | 57 | +3,463 | 0.71% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 380,700 | 18,094 | 0.07% | 0.07% | 58 | -2,698 | -0.7% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 343,934 | 16,347 | 0.82% | 0.74% | 59 | +39,441 | 12.95% | Q1 2026 | Apr 23, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 331,940 | 15,777 | 6.37% | 5.95% | 60 | +19,096 | 6.1% | Q1 2026 | Apr 29, 2026 |
| Ted Buchan & Co | History | Reduced | 325,039 | 15,449 | 5.61% | 5.6% | 61 | -259 | -0.08% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 321,116 | 15,262 | 0.08% | 0.08% | 62 | -6,554 | -2.0% | Q1 2026 | May 08, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 318,719 | 15,148 | 1.8% | 1.82% | 63 | -3,396 | -1.05% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 317,911 | 15,110 | 0.91% | 0.9% | 64 | +837 | 0.26% | Q1 2026 | May 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 315,293 | 14,985 | 1.03% | 0.99% | 65 | +3,604 | 1.16% | Q1 2026 | May 05, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 304,852 | 14,489 | 1.19% | 1.28% | 66 | -13,788 | -4.33% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 297,963 | 14,162 | 0.02% | 0.03% | 67 | -111,956 | -27.31% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 294,001 | 13,794 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 275,840 | 13,110 | 0.74% | 0.68% | 69 | +20,010 | 7.82% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 274,782 | 13,060 | 0.01% | 0.01% | 70 | +9,896 | 3.74% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 265,573 | 12,622 | 0.14% | 0.14% | 71 | +48,504 | 22.34% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 262,190 | 12,461 | 5.62% | 5.57% | 72 | -6,575 | -2.45% | Q1 2026 | May 05, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 257,812 | 12,253 | 3.39% | 0.53% | 73 | +217,838 | 544.95% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 254,055 | 11,854 | 0.01% | 0.01% | 74 | +36,407 | 16.73% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 236,705 | 11,250 | 0.0% | 0.0% | 75 | +35,162 | 17.45% | Q1 2026 | May 15, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 236,444 | 11,238 | 0.59% | 0.58% | 76 | -3,695 | -1.54% | Q1 2026 | Apr 27, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 233,696 | 11,107 | 1.13% | 1.17% | 77 | -11,555 | -4.71% | Q1 2026 | May 04, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 221,078 | 11,018 | 2.39% | 2.36% | 78 | +1,696 | 0.77% | Q1 2026 | Apr 16, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 228,549 | 10,862 | 0.05% | 0.03% | 79 | +77 | 0.03% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 220,720 | 10,490 | 0.08% | 0.08% | 80 | -945 | -0.43% | Q1 2026 | May 01, 2026 |
| JNBA Financial Advisors | History | Reduced | 218,649 | 10,392 | 0.87% | 0.95% | 81 | -13,895 | -5.98% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 213,570 | 10,151 | 0.02% | 0.01% | 82 | +66,221 | 44.94% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 198,845 | 9,451 | 0.01% | 0.01% | 83 | +15,539 | 8.48% | Q1 2026 | May 15, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 198,295 | 9,424 | 2.73% | 1.08% | 84 | +118,706 | 149.15% | Q1 2026 | Apr 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 196,759 | 9,351 | 0.17% | 0.16% | 85 | +6,130 | 3.22% | Q1 2026 | Apr 10, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 191,899 | 9,120 | 1.3% | 1.34% | 86 | -7,510 | -3.77% | Q1 2026 | Apr 15, 2026 |
| Woodside Wealth Management LLC | History | Added to | 174,410 | 8,289 | 6.48% | 5.94% | 87 | +4,705 | 2.77% | Q1 2026 | Apr 13, 2026 |
| Marion Wealth Management | History | Reduced | 170,961 | 8,125 | 1.8% | 2.11% | 88 | -24,772 | -12.66% | Q1 2026 | May 12, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Reduced | 170,559 | 8,106 | 3.96% | 3.72% | 89 | -15 | -0.01% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 170,207 | 8,089 | 0.42% | 0.43% | 90 | +4,075 | 2.45% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 157,137 | 7,468 | 0.02% | 0.02% | 91 | +17,924 | 12.88% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 156,793 | 7,452 | 0.12% | 0.03% | 92 | +123,647 | 373.04% | Q1 2026 | May 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 153,748 | 7,307 | 0.02% | 0.02% | 93 | +14,164 | 10.15% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 148,735 | 7,069 | 0.31% | 0.36% | 94 | -21,150 | -12.45% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 142,688 | 6,781 | 0.01% | 0.01% | 95 | +1,469 | 1.04% | Q1 2026 | May 14, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 141,547 | 6,727 | 1.85% | 1.8% | 96 | -3,601 | -2.48% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 140,620 | 6,683 | 0.02% | 0.02% | 97 | +20,404 | 16.97% | Q1 2026 | May 13, 2026 |
| Ellevest, Inc. | History | Added to | 139,502 | 6,630 | 0.92% | 0.9% | 98 | +396 | 0.28% | Q1 2026 | May 11, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 138,356 | 6,576 | 1.15% | 0.96% | 99 | -4,750 | -3.32% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 138,282 | 6,573 | 0.02% | 0.01% | 100 | +14,882 | 12.06% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Added to | 138,122 | 6,564 | 0.02% | 0.02% | 101 | +10,296 | 8.05% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 138,000 | 6,559 | 0.01% | 0.0% | 102 | +131,485 | 2018.19% | Q1 2026 | May 01, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 135,727 | 6,451 | 2.73% | 2.64% | 103 | +6,273 | 4.85% | Q1 2026 | Apr 15, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 135,385 | 6,434 | 0.55% | 0.58% | 104 | -11,167 | -7.62% | Q1 2026 | May 05, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 134,380 | 6,387 | 1.83% | 1.92% | 105 | -1,297 | -0.96% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 133,046 | 6,323 | 0.01% | 0.01% | 106 | +4,712 | 3.67% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 128,662 | 6,115 | 0.19% | 0.01% | 107 | +123,704 | 2495.04% | Q1 2026 | May 07, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 126,556 | 6,015 | 0.57% | 0.57% | 108 | -14 | -0.01% | Q1 2026 | May 04, 2026 |
| Hirtle & Co., LLC | History | Reduced | 116,689 | 5,546 | 0.19% | 0.21% | 109 | -15,088 | -11.45% | Q1 2026 | May 13, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 115,924 | 5,509 | 0.3% | 0.39% | 110 | -1,115 | -0.95% | Q1 2026 | Apr 17, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 101,223 | 5,321 | 0.53% | 0.62% | 111 | +1,018 | 1.02% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 109,489 | 5,203 | 0.03% | 0.03% | 112 | +1,269 | 1.17% | Q1 2026 | May 15, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 109,117 | 5,186 | 0.82% | 0.82% | 113 | -3,003 | -2.68% | Q1 2026 | Apr 13, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Added to | 105,527 | 5,015 | 7.66% | 5.46% | 114 | +25,266 | 31.48% | Q1 2026 | May 01, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 103,931 | 4,939 | 0.57% | 0.61% | 115 | +199 | 0.19% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 102,856 | 4,888 | 0.02% | 0.01% | 116 | +25,612 | 33.16% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 102,827 | 4,887 | 0.0% | 0.0% | 117 | +173 | 0.17% | Q1 2026 | May 12, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 101,130 | 4,806 | 0.99% | 1.05% | 118 | -614 | -0.6% | Q1 2026 | May 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 100,137 | 4,759 | 0.95% | 0.9% | 119 | +9,004 | 9.88% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 93,768 | 4,456 | 0.05% | 0.04% | 120 | +54,390 | 138.12% | Q1 2026 | May 12, 2026 |
| One Wealth Map LLC | History | Reduced | 82,926 | 4,296 | 2.02% | 2.18% | 121 | -3,909 | -4.5% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 87,380 | 4,153 | 0.0% | 0.0% | 122 | -3,054 | -3.38% | Q1 2026 | May 14, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 82,497 | 3,921 | 0.62% | 0.59% | 123 | -3,481 | -4.05% | Q1 2026 | May 05, 2026 |
| KWB Wealth | History | Reduced | 80,149 | 3,760 | 0.37% | 0.37% | 124 | -3,153 | -3.79% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Added to | 78,568 | 3,752 | 0.06% | 0.06% | 125 | +4,797 | 6.5% | Q1 2026 | May 14, 2026 |
| Legacy Private Trust Co. | History | Reduced | 78,870 | 3,748 | 0.23% | 0.24% | 126 | -8,671 | -9.91% | Q1 2026 | Apr 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 78,302 | 3,722 | 0.05% | 0.05% | 127 | -450 | -0.57% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 78,240 | 3,718 | 0.01% | 0.01% | 128 | +3,936 | 5.3% | Q1 2026 | Apr 30, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 76,780 | 3,649 | 1.66% | 1.65% | 129 | -483 | -0.63% | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 75,963 | 3,610 | 0.1% | 0.11% | 130 | -4,589 | -5.7% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 75,028 | 3,566 | 0.07% | 0.07% | 131 | -3,731 | -4.74% | Q1 2026 | Apr 17, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 72,376 | 3,440 | 3.29% | 3.37% | 132 | -674 | -0.92% | Q1 2026 | Apr 21, 2026 |
| Jacobi Capital Management LLC | History | Added to | 70,478 | 3,349 | 0.19% | 0.19% | 133 | +57 | 0.08% | Q1 2026 | May 13, 2026 |
| Security Financial Services, INC. | History | No change | 67,950 | 3,188 | 0.5% | 0.5% | 134 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 66,190 | 3,146 | 0.02% | 0.02% | 135 | +345 | 0.52% | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | Reduced | 65,922 | 3,133 | 2.51% | 2.28% | 136 | -541 | -0.81% | Q1 2026 | May 11, 2026 |
| FDx Advisors, Inc. | History | New | 64,529 | 3,067 | 0.98% | — | 138 | +64,529 | New | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 64,547 | 3,067 | 0.01% | 0.01% | 137 | +14,989 | 30.25% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 63,242 | 3,005 | 0.01% | 0.01% | 139 | +13,751 | 27.78% | Q1 2026 | May 05, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 62,585 | 2,974 | 0.16% | 0.15% | 140 | -2,000 | -3.1% | Q1 2026 | Apr 29, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 59,445 | 2,825 | 0.3% | 0.3% | 141 | -505 | -0.84% | Q1 2026 | May 13, 2026 |
| Smith Salley Wealth Management | History | No change | 59,300 | 2,818 | 0.14% | 0.14% | 142 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Added to | 57,248 | 2,720 | 0.0% | 0.0% | 143 | +9,244 | 19.26% | Q1 2026 | May 14, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 56,871 | 2,703 | 0.54% | 0.52% | 144 | -475 | -0.83% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 56,764 | 2,698 | 0.01% | 0.01% | 145 | +38,708 | 214.38% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 54,327 | 2,582 | 0.05% | 0.05% | 146 | -440 | -0.8% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 53,226 | 2,529 | 0.23% | 0.21% | 147 | +4,208 | 8.58% | Q1 2026 | Apr 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 52,633 | 2,501 | 0.0% | — | 148 | +52,633 | New | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 51,593 | 2,452 | 0.07% | 0.06% | 149 | +10,122 | 24.41% | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 50,852 | 2,416 | 0.14% | 0.14% | 150 | -2,781 | -5.19% | Q1 2026 | Apr 20, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 49,603 | 2,357 | 0.37% | 0.36% | 151 | +1,356 | 2.81% | Q1 2026 | Apr 17, 2026 |
| Sigma Planning Corp | History | Added to | 49,161 | 2,336 | 0.06% | 0.06% | 152 | +2,996 | 6.49% | Q1 2026 | May 04, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 46,512 | 2,210 | 0.02% | 0.02% | 153 | -53 | -0.11% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 46,324 | 2,201 | 0.0% | — | 154 | +46,324 | New | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 44,909 | 2,134 | 0.24% | 0.23% | 155 | +55 | 0.12% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 44,727 | 2,125 | 0.02% | 0.02% | 156 | -1,865 | -4.0% | Q1 2026 | Apr 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 44,572 | 2,118 | 0.0% | 0.0% | 157 | -311 | -0.69% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Reduced | 43,193 | 2,053 | 0.03% | 0.03% | 158 | -4,051 | -8.57% | Q1 2026 | May 14, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 41,093 | 1,953 | 0.37% | 0.37% | 159 | -476 | -1.15% | Q1 2026 | Apr 09, 2026 |
| Navigate Wealth Management, LLC | History | New | 38,540 | 1,945 | 1.37% | — | 160 | +38,540 | New | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 40,616 | 1,929 | 0.02% | 0.02% | 161 | +6,559 | 19.26% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 40,285 | 1,914 | 0.01% | 0.01% | 162 | -626 | -1.53% | Q1 2026 | Apr 30, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 37,268 | 1,771 | 0.14% | 0.13% | 163 | +442 | 1.2% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Added to | 36,812 | 1,749 | 0.02% | 0.02% | 164 | +910 | 2.53% | Q1 2026 | May 06, 2026 |
| SUMMITRY LLC | History | No change | 36,015 | 1,711 | 0.06% | 0.07% | 165 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 35,994 | 1,710 | 0.01% | 0.01% | 167 | +241 | 0.67% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 36,458 | 1,710 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| West Financial Advisors, LLC | History | Reduced | 35,791 | 1,701 | 0.29% | 0.28% | 168 | -33 | -0.09% | Q1 2026 | Apr 08, 2026 |
| Verum Partners LLC | History | Reduced | 35,338 | 1,679 | 0.32% | 0.35% | 169 | -1,278 | -3.49% | Q1 2026 | Apr 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 34,929 | 1,660 | 0.06% | 0.02% | 170 | +21,803 | 166.11% | Q1 2026 | Apr 28, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 34,894 | 1,658 | 0.39% | 0.36% | 171 | -67 | -0.19% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 34,636 | 1,646 | 0.06% | 0.1% | 172 | +15,512 | 81.11% | Q1 2026 | May 15, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 34,464 | 1,638 | 0.25% | 0.26% | 173 | -308 | -0.89% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 34,095 | 1,620 | 0.01% | 0.01% | 174 | -4,835 | -12.42% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 33,405 | 1,595 | 0.02% | 0.02% | 175 | -1,017 | -2.95% | Q1 2026 | Apr 07, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 33,332 | 1,584 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 33,235 | 1,579 | 0.1% | 0.1% | 177 | -63 | -0.19% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Reduced | 32,999 | 1,568 | 0.01% | 0.01% | 178 | -433 | -1.3% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 32,299 | 1,535 | 0.02% | 0.02% | 179 | -5,606 | -14.79% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 32,291 | 1,534 | 0.01% | 0.01% | 180 | +21,393 | 196.3% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 31,724 | 1,507 | 0.21% | 0.21% | 181 | -1,750 | -5.23% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 31,580 | 1,500 | 0.78% | 0.98% | 182 | -1,089 | -3.33% | Q1 2026 | Apr 30, 2026 |
| Addison Advisors LLC | History | No change | 31,305 | 1,487 | 0.33% | 0.33% | 183 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 31,263 | 1,485 | 0.01% | 0.01% | 184 | +4,564 | 17.09% | Q1 2026 | May 08, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 31,029 | 1,474 | 0.04% | 0.04% | 185 | -98 | -0.31% | Q1 2026 | May 04, 2026 |
| Diversified Portfolios, Inc. | History | No change | 30,825 | 1,465 | 0.12% | 0.12% | 186 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Principle Wealth Partners LLC | History | No change | 30,570 | 1,452 | 0.08% | 0.08% | 187 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fairman Group, LLC | History | Reduced | 30,528 | 1,450 | 1.24% | 1.15% | 188 | -90 | -0.29% | Q1 2026 | Apr 23, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 30,479 | 1,448 | 0.43% | 0.43% | 189 | +7 | 0.02% | Q1 2026 | May 06, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 30,169 | 1,433 | 0.74% | 0.67% | 190 | +3,333 | 12.42% | Q1 2026 | Apr 10, 2026 |
| Summit Financial, LLC | History | Reduced | 30,024 | 1,427 | 0.02% | 0.03% | 191 | -16,599 | -35.6% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 29,924 | 1,422 | 0.01% | 0.0% | 192 | +8,874 | 42.16% | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | No change | 29,832 | 1,417 | 0.32% | 0.34% | 193 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 29,800 | 1,416 | 0.0% | 0.0% | 194 | +6,300 | 26.81% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 30,115 | 1,412 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Diversified Trust Co | History | No change | 29,280 | 1,391 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 28,313 | 1,345 | 0.0% | 0.0% | 197 | +25,132 | 790.07% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 28,130 | 1,337 | 0.0% | — | 198 | +28,130 | New | Q1 2026 | May 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 27,575 | 1,310 | 0.46% | 0.43% | 199 | +2,500 | 9.97% | Q1 2026 | Apr 08, 2026 |
| Colorado Capital Management, Inc. | History | No change | 27,045 | 1,285 | 0.48% | 0.48% | 200 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Allen Capital Group, LLC | History | No change | 26,738 | 1,254 | 0.11% | 0.11% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,163 | 1,243 | 0.01% | 0.01% | 202 | -709 | -2.64% | Q1 2026 | Apr 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,150 | 1,242 | 0.07% | 0.06% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Virtus Family Office LLC | History | Reduced | 25,647 | 1,219 | 1.04% | 1.07% | 204 | -831 | -3.14% | Q1 2026 | May 06, 2026 |
| Empowered Funds, LLC | History | Reduced | 25,436 | 1,208 | 0.01% | 0.02% | 206 | -2,688 | -9.56% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 25,436 | 1,208 | 0.07% | 0.07% | 205 | -1,918 | -7.01% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Added to | 25,139 | 1,194 | 0.12% | 0.11% | 207 | +3,054 | 13.83% | Q1 2026 | Apr 23, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 25,000 | 1,188 | 0.37% | 0.34% | 208 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 24,644 | 1,171 | 0.31% | 0.32% | 210 | -59 | -0.24% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 24,638 | 1,171 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 24,235 | 1,165 | 0.26% | 0.17% | 211 | -197 | -0.81% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 24,423 | 1,160 | 0.04% | 0.05% | 212 | -146 | -0.59% | Q1 2026 | May 19, 2026 |
| Austin Asset Management Co Inc | History | No change | 24,266 | 1,153 | 0.19% | 0.19% | 213 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,860 | 1,134 | 0.02% | 0.03% | 214 | -1,372 | -5.44% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 23,831 | 1,132 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | No change | 23,680 | 1,125 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 23,372 | 1,110 | 0.06% | 0.07% | 217 | +302 | 1.31% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 22,962 | 1,091 | 0.0% | 0.0% | 218 | +9,487 | 70.4% | Q1 2026 | May 13, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 22,417 | 1,065 | 0.19% | 0.18% | 219 | +8 | 0.04% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 21,645 | 1,028 | 0.01% | 0.0% | 220 | +14,506 | 203.19% | Q1 2026 | May 15, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 21,505 | 1,022 | 0.34% | 0.29% | 221 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 21,131 | 1,004 | 0.1% | 0.09% | 222 | +2,751 | 14.97% | Q1 2026 | Apr 27, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 20,000 | 950 | 0.46% | 0.45% | 223 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 19,840 | 942 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 19,652 | 934 | 0.01% | 0.01% | 225 | -707 | -3.47% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 19,625 | 932 | 0.1% | 0.1% | 226 | -753 | -3.7% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 19,024 | 904 | 0.01% | 0.01% | 227 | +6,938 | 57.41% | Q1 2026 | Apr 17, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 19,009 | 903 | 0.74% | 0.73% | 228 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 19,234 | 902 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 18,774 | 892 | 0.03% | 0.03% | 230 | +91 | 0.49% | Q1 2026 | May 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 18,530 | 880 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 18,315 | 870 | 0.02% | 0.03% | 232 | -9,338 | -33.77% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,271 | 868 | 0.0% | 0.0% | 233 | +284 | 1.58% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 18,199 | 864 | 0.0% | 0.0% | 234 | -663 | -3.52% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | Reduced | 17,848 | 848 | 0.09% | 0.09% | 235 | -327 | -1.8% | Q1 2026 | Apr 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 17,804 | 846 | 0.03% | 0.04% | 236 | -4,902 | -21.59% | Q1 2026 | May 11, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 17,546 | 833 | 0.1% | 0.07% | 237 | +4,138 | 30.86% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | No change | 17,340 | 824 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 17,208 | 818 | 0.11% | 0.11% | 239 | -2,009 | -10.45% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 16,977 | 806 | 0.01% | 0.01% | 240 | +703 | 4.32% | Q1 2026 | May 04, 2026 |
| DAVIDSON TRUST CO | History | Added to | 16,914 | 803 | 0.35% | 0.29% | 241 | +2,022 | 13.58% | Q1 2026 | Apr 20, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 16,596 | 788 | 0.56% | 0.53% | 242 | +6 | 0.04% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,153 | 767 | 0.01% | 0.01% | 243 | +1,240 | 8.31% | Q1 2026 | Apr 23, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 16,080 | 764 | 0.03% | 0.02% | 244 | +4,033 | 33.48% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 15,910 | 756 | 0.02% | 0.02% | 245 | +384 | 2.47% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 15,687 | 745 | 0.63% | 0.63% | 246 | +69 | 0.44% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,762 | 739 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evercore Wealth Management, LLC | History | No change | 15,473 | 735 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 15,255 | 725 | 0.08% | 0.08% | 249 | -340 | -2.18% | Q1 2026 | May 01, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 15,248 | 724 | 0.08% | 0.13% | 250 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 15,199 | 722 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 15,000 | 712 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GSG Advisors LLC | History | Added to | 14,959 | 711 | 0.18% | 0.18% | 253 | +44 | 0.3% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 14,852 | 706 | 0.0% | 0.0% | 254 | +857 | 6.12% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 14,677 | 697 | 0.0% | 0.0% | 255 | -1,080 | -6.85% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 14,435 | 686 | 0.1% | 0.1% | 257 | +21 | 0.15% | Q1 2026 | Apr 22, 2026 |
| EVOKE WEALTH, LLC | History | No change | 14,440 | 686 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 14,356 | 682 | 0.15% | 0.16% | 258 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Firestone Capital Management | History | No change | 14,260 | 677 | 0.14% | 0.14% | 259 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Financial Group LLC | History | No change | 14,234 | 676 | 0.09% | 0.09% | 260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cadence Bank | History | No change | 14,206 | 666 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| M Holdings Securities, Inc. | History | Added to | 13,449 | 641 | 0.04% | 0.05% | 262 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 12,347 | 639 | 0.05% | 0.05% | 263 | -195 | -1.55% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | No change | 12,148 | 638 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 13,400 | 636 | 0.05% | — | 265 | +13,400 | New | Q1 2026 | May 15, 2026 |
| Edge Financial Advisors LLC | History | No change | 13,530 | 634 | 0.27% | 0.27% | 266 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 13,243 | 629 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,307 | 623 | 0.01% | 0.01% | 268 | +1,524 | 14.13% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,037 | 619 | 0.0% | — | 269 | +13,037 | New | Q1 2026 | May 15, 2026 |
| WEST BANCORPORATION INC | History | No change | 12,942 | 615 | 0.31% | 0.32% | 270 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Added to | 12,832 | 608 | 0.0% | 0.0% | 271 | +1,779 | 16.1% | Q1 2026 | May 15, 2026 |
| Trust Co of the South | History | No change | 12,650 | 601 | 0.1% | 0.1% | 272 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 12,410 | 589 | 0.01% | 0.03% | 273 | -1,177 | -8.66% | Q1 2026 | Apr 27, 2026 |
| Essex Bank | History | No change | 12,389 | 588 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 12,122 | 576 | 0.02% | 0.02% | 275 | -452 | -3.59% | Q1 2026 | May 08, 2026 |
| Choate Investment Advisors | History | No change | 12,000 | 570 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 11,992 | 569 | 0.01% | 0.01% | 277 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 11,959 | 568 | 0.03% | 0.03% | 278 | +4 | 0.03% | Q1 2026 | May 11, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 11,846 | 563 | 0.37% | 0.37% | 279 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 11,779 | 559 | 0.07% | 0.06% | 280 | +156 | 1.34% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 11,327 | 538 | 0.04% | 0.04% | 281 | -110 | -0.96% | Q1 2026 | May 05, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 11,301 | 537 | 0.02% | 0.02% | 283 | +7 | 0.06% | Q1 2026 | May 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 11,304 | 537 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Solitude Financial Services | History | Reduced | 10,750 | 536 | 0.16% | 0.21% | 284 | -3,055 | -22.13% | Q1 2026 | Apr 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 11,061 | 525 | 0.03% | 0.03% | 285 | +760 | 7.38% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 11,049 | 525 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 11,030 | 524 | 0.0% | 0.0% | 287 | -67 | -0.6% | Q1 2026 | May 01, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 11,042 | 524 | 0.03% | 0.03% | 288 | -21 | -0.19% | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 10,913 | 518 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sylvest Advisors, LLC | History | New | 10,889 | 517 | 0.27% | — | 290 | +10,889 | New | Q1 2026 | Apr 22, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 10,866 | 516 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Morling Financial Advisors, LLC | History | No change | 10,820 | 514 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RIA Advisory Group LLC | History | Reduced | 10,645 | 505 | 0.12% | 0.12% | 293 | -24 | -0.22% | Q1 2026 | Apr 23, 2026 |
| Maridea Wealth Management LLC | History | Added to | 10,566 | 502 | 0.07% | 0.07% | 294 | +93 | 0.89% | Q1 2026 | Apr 21, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 10,482 | 498 | 0.03% | 0.03% | 295 | -620 | -5.58% | Q1 2026 | Apr 21, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 10,438 | 496 | 0.29% | 0.34% | 296 | -1,833 | -14.94% | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,398 | 494 | 0.0% | 0.0% | 297 | +6,193 | 147.28% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 10,374 | 493 | 0.03% | 0.02% | 298 | +1,124 | 12.15% | Q1 2026 | Apr 28, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 10,379 | 493 | 0.14% | 0.13% | 299 | -20 | -0.19% | Q1 2026 | Apr 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 10,133 | 487 | 0.05% | 0.07% | 300 | +38 | 0.38% | Q1 2026 | Apr 10, 2026 |
| CRA Financial Services, LLC | History | No change | 10,209 | 485 | 0.06% | 0.06% | 301 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 10,146 | 482 | 0.01% | 0.01% | 302 | +370 | 3.78% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10,052 | 477 | 0.01% | 0.01% | 303 | -109 | -1.07% | Q1 2026 | May 07, 2026 |
| TRUEFG, LLC | History | No change | 10,016 | 476 | 0.13% | 0.13% | 304 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Beckerman Institutional, LLC | History | No change | 10,036 | 476 | 0.25% | 0.26% | 305 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 9,870 | 469 | 0.02% | 0.02% | 306 | +36 | 0.37% | Q1 2026 | May 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 9,931 | 465 | 0.29% | 0.29% | 307 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 9,657 | 458 | 0.02% | 0.01% | 308 | +158 | 1.66% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 9,628 | 457 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 9,544 | 453 | 0.0% | 0.0% | 310 | -316 | -3.2% | Q1 2026 | May 11, 2026 |
| Plancorp, LLC | History | No change | 9,168 | 450 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Welch Group, LLC | History | Added to | 9,356 | 444 | 0.02% | 0.02% | 312 | +62 | 0.67% | Q1 2026 | Apr 21, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 9,308 | 442 | 0.04% | 0.03% | 313 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 9,260 | 440 | 0.19% | 0.18% | 314 | +36 | 0.39% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 21,971 | 438 | 0.02% | 0.01% | 315 | -10,253 | -31.82% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | No change | 9,115 | 433 | 0.03% | 0.03% | 316 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trailhead Planners LLC | History | Reduced | 9,086 | 431 | 0.41% | 0.44% | 317 | -464 | -4.86% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | No change | 8,998 | 427 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Glassman Wealth Services | History | No change | 8,898 | 422 | 0.06% | 0.06% | 319 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 8,871 | 421 | 0.01% | 0.01% | 320 | +2,555 | 40.45% | Q1 2026 | May 13, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 8,861 | 421 | 0.03% | 0.04% | 321 | -675 | -7.08% | Q1 2026 | May 01, 2026 |
| Syverson Strege & Co | History | Added to | 8,796 | 418 | 0.1% | 0.1% | 323 | +5 | 0.06% | Q1 2026 | May 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 8,800 | 418 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Blue Fin Capital, Inc. | History | No change | 8,883 | 416 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 8,573 | 407 | 0.15% | — | 327 | +8,563 | 85630.0% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 8,570 | 407 | 0.04% | 0.02% | 325 | +4,044 | 89.35% | Q1 2026 | Apr 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 8,565 | 407 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NWK Group, Inc. | History | No change | 8,500 | 404 | 0.16% | 0.14% | 328 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 8,436 | 400 | 0.11% | 0.12% | 329 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,410 | 399 | 0.0% | 0.0% | 330 | +30 | 0.36% | Q1 2026 | Apr 20, 2026 |
| Intellus Advisors LLC | History | No change | 8,400 | 399 | 0.05% | 0.05% | 331 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Claro Advisors Inc. | History | No change | 8,210 | 390 | 0.05% | 0.05% | 332 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SCS Capital Management LLC | History | Added to | 8,086 | 384 | 0.0% | 0.0% | 333 | +31 | 0.38% | Q1 2026 | May 11, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 8,002 | 380 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 7,995 | 380 | 0.12% | 0.11% | 335 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Reduced | 7,945 | 377 | 0.0% | 0.0% | 336 | -1,178 | -12.91% | Q1 2026 | May 06, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 7,843 | 372 | 0.25% | 0.25% | 337 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 7,815 | 371 | 0.0% | 0.0% | 339 | -5,316 | -40.48% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,820 | 371 | 0.0% | 0.01% | 338 | -838 | -9.68% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,740 | 367 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| COMMERCE BANK | History | New | 7,662 | 364 | 0.0% | — | 342 | +7,662 | New | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 7,664 | 364 | 0.07% | 0.06% | 341 | +30 | 0.39% | Q1 2026 | May 20, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 7,481 | 355 | 0.33% | 0.36% | 343 | -619 | -7.64% | Q1 2026 | May 08, 2026 |
| NOVEM GROUP | History | No change | 7,418 | 352 | 0.04% | 0.04% | 344 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Global Assets Advisory, LLC | History | No change | 7,350 | 349 | 0.1% | 0.1% | 345 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Leo Wealth, LLC | History | No change | 7,330 | 348 | 0.03% | 0.02% | 346 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 7,298 | 346 | 0.05% | 0.05% | 347 | +4 | 0.05% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,224 | 343 | 0.03% | 0.01% | 348 | +5,470 | 311.86% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,988 | 332 | 0.03% | 0.03% | 349 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Estate Counselors, LLC | History | New | 6,945 | 330 | 0.03% | — | 351 | +6,945 | New | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | No change | 6,962 | 330 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Haverford Trust Co | History | Reduced | 6,936 | 329 | 0.0% | 0.0% | 352 | -1,455 | -17.34% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,898 | 327 | 0.01% | — | 355 | +6,898 | New | Q1 2026 | May 14, 2026 |
| Paragon Capital Management Ltd | History | No change | 6,880 | 327 | 0.07% | 0.06% | 353 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 6,889 | 327 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,851 | 325 | 0.01% | 0.01% | 356 | -870 | -11.27% | Q1 2026 | Apr 15, 2026 |
| Soundwatch Capital LLC | History | No change | 6,855 | 325 | 0.04% | 0.05% | 357 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Busey Bank | History | No change | 6,792 | 322 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Traction Financial Partners, LLC | History | No change | 6,755 | 321 | 0.2% | 0.19% | 359 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 6,734 | 320 | 0.07% | 0.07% | 360 | -250 | -3.58% | Q1 2026 | Apr 24, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 6,695 | 318 | 0.25% | 0.25% | 361 | +10 | 0.15% | Q1 2026 | Apr 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 6,615 | 314 | 0.02% | 0.02% | 362 | -540 | -7.55% | Q1 2026 | May 11, 2026 |
| FineMark National Bank & Trust | History | No change | 6,687 | 313 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,524 | 310 | 0.0% | 0.01% | 364 | -71 | -1.08% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | No change | 6,531 | 310 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 6,059 | 309 | 0.01% | 0.01% | 367 | +766 | 14.47% | Q1 2026 | May 01, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 6,515 | 309 | 0.05% | 0.05% | 366 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Alternatives, Inc | History | No change | 6,482 | 308 | 0.17% | 0.18% | 368 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,479 | 307 | 0.0% | — | 369 | +6,479 | New | Q1 2026 | May 12, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 6,400 | 304 | 0.05% | 0.05% | 370 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 5,800 | 304 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 5,793 | 301 | 0.07% | 0.38% | 374 | -25,886 | -81.71% | Q1 2026 | May 08, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 6,345 | 301 | 0.04% | 0.04% | 372 | -1,155 | -15.4% | Q1 2026 | Apr 09, 2026 |
| MBA Advisors LLC | History | Reduced | 6,340 | 301 | 0.12% | 0.12% | 373 | -20 | -0.31% | Q1 2026 | Apr 20, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 6,292 | 299 | 0.0% | 0.0% | 375 | -3,068 | -32.78% | Q1 2026 | May 13, 2026 |
| STEPH & CO | History | No change | 6,273 | 298 | 0.09% | 0.08% | 376 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Brooklyn Investment Group | History | New | 6,246 | 296 | 0.01% | — | 377 | +6,246 | New | Q1 2026 | Apr 29, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 6,219 | 295 | 0.07% | 0.07% | 378 | +7 | 0.11% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 6,116 | 286 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 6,000 | 285 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HCR Wealth Advisors | History | No change | 6,000 | 285 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Williams & Novak, LLC | History | New | 5,905 | 282 | 0.21% | — | 383 | +5,905 | New | Q1 2026 | Apr 20, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 5,940 | 282 | 0.19% | 0.19% | 382 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tidemark, LLC | History | No change | 5,900 | 280 | 0.07% | 0.08% | 384 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 5,886 | 279 | 0.02% | 0.02% | 385 | -832 | -12.38% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 5,823 | 276 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Laurel Wealth Planning LLC | History | No change | 5,811 | 276 | 0.15% | 0.15% | 387 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 5,650 | 268 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 5,630 | 267 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RVW Wealth, LLC | History | No change | 5,598 | 266 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Breakwater Investment Management | History | No change | 5,600 | 266 | 0.1% | 0.09% | 391 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,578 | 265 | 0.0% | — | 392 | +5,578 | New | Q1 2026 | May 05, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 5,535 | 263 | 0.08% | 0.08% | 393 | +22 | 0.4% | Q1 2026 | Apr 29, 2026 |
| VANGUARD GROUP INC | History | No change | 5,593 | 262 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Long Island Investors, LLC | History | No change | 5,500 | 261 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | New | 5,461 | 259 | 0.0% | — | 397 | +5,461 | New | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 5,457 | 259 | 0.0% | 0.0% | 396 | -2,084 | -27.64% | Q1 2026 | Apr 16, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,415 | 257 | 0.02% | 0.02% | 398 | +750 | 16.08% | Q1 2026 | Apr 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 5,350 | 254 | 0.04% | 0.05% | 399 | -243 | -4.34% | Q1 2026 | Apr 08, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 5,329 | 253 | 0.15% | 0.15% | 401 | -200 | -3.62% | Q1 2026 | May 01, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 5,335 | 253 | 0.07% | 0.07% | 400 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 5,280 | 250 | 0.28% | 0.27% | 402 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Midwest Financial Group LLC | History | No change | 5,256 | 249 | 0.11% | 0.11% | 403 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fermata Advisors, LLC | History | Added to | 5,227 | 248 | 0.06% | 0.06% | 404 | +10 | 0.19% | Q1 2026 | Apr 08, 2026 |
| Insight Inv LLC | History | No change | 5,205 | 247 | 0.14% | 0.14% | 405 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Geometric Wealth Advisors | History | No change | 5,180 | 246 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SYON CAPITAL LLC | History | No change | 5,178 | 246 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 5,071 | 241 | 0.01% | 0.01% | 408 | +14 | 0.28% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | No change | 5,045 | 239 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hara Capital LLC | History | Reduced | 5,000 | 237 | 0.12% | 0.14% | 412 | -310 | -5.84% | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 4,990 | 237 | 0.0% | 0.0% | 410 | +245 | 5.16% | Q1 2026 | May 01, 2026 |
| CapWealth Advisors, LLC | History | No change | 5,000 | 237 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Added to | 4,903 | 233 | 0.01% | 0.01% | 413 | +17 | 0.35% | Q1 2026 | Apr 30, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 4,883 | 232 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,890 | 232 | 0.05% | 0.05% | 415 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WESBANCO BANK INC | History | No change | 4,860 | 230 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Visionary Wealth Advisors | History | No change | 4,860 | 230 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,851 | 227 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Iowa State Bank | History | No change | 4,750 | 225 | 0.04% | 0.04% | 419 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Armor Investment Advisors, LLC | History | No change | 4,750 | 225 | 0.08% | 0.08% | 420 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Banque Transatlantique SA | History | New | 4,725 | 224 | 0.01% | — | 422 | +4,725 | New | Q1 2026 | May 13, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 4,715 | 224 | 0.07% | 0.07% | 421 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Allegheny Financial Group | History | Added to | 4,653 | 221 | 0.03% | 0.03% | 424 | +18 | 0.39% | Q1 2026 | Apr 16, 2026 |
| New Republic Capital, LLC | History | Added to | 4,655 | 221 | 0.07% | 0.06% | 426 | +16 | 0.34% | Q1 2026 | May 01, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 4,660 | 221 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 4,725 | 221 | 0.07% | 0.07% | 425 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,629 | 220 | 0.0% | 0.0% | 427 | -3,181 | -40.73% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | No change | 4,640 | 220 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 4,580 | 217 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 4,572 | 217 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 4,558 | 216 | 0.01% | 0.01% | 431 | -452 | -9.02% | Q1 2026 | Apr 27, 2026 |
| Center For Asset Management LLC | History | No change | 4,540 | 215 | 0.11% | 0.11% | 432 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 4,493 | 213 | 0.01% | — | 436 | +4,493 | New | Q1 2026 | Apr 08, 2026 |
| NorthRock Partners, LLC | History | Reduced | 4,501 | 213 | 0.0% | 0.0% | 433 | -130 | -2.81% | Q1 2026 | May 15, 2026 |
| Prairiewood Capital, LLC | History | Added to | 4,491 | 213 | 0.06% | 0.06% | 434 | +55 | 1.24% | Q1 2026 | Apr 16, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 4,500 | 213 | 0.22% | 0.24% | 435 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Heritage Investment Group, Inc. | History | No change | 4,466 | 212 | 0.03% | 0.03% | 437 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Keel Point, LLC | History | No change | 4,503 | 211 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Park Place Capital Corp | History | Reduced | 4,432 | 210 | 0.04% | 0.04% | 440 | -188 | -4.07% | Q1 2026 | Apr 09, 2026 |
| GenTrust, LLC | History | No change | 4,425 | 210 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 4,417 | 209 | 0.0% | 0.0% | 441 | -373 | -7.79% | Q1 2026 | May 01, 2026 |
| Third View Private Wealth, LLC | History | No change | 4,379 | 208 | 0.03% | 0.03% | 442 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LexAurum Advisors, LLC | History | New | 4,330 | 205 | 0.03% | — | 444 | +4,330 | New | Q1 2026 | Apr 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 4,318 | 205 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GS Investments, Inc. | History | Reduced | 4,290 | 203 | 0.12% | 0.11% | 445 | -135 | -3.05% | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | New | 4,261 | 202 | 0.01% | — | 446 | +4,261 | New | Q1 2026 | May 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 4,241 | 201 | 0.02% | — | 448 | +4,241 | New | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,230 | 201 | 0.01% | 0.01% | 447 | -92 | -2.13% | Q1 2026 | May 11, 2026 |
| Clearwater Capital Advisors, LLC | History | New | 4,223 | 200 | 0.02% | — | 449 | +4,223 | New | Q1 2026 | May 13, 2026 |
| Pacific Center for Financial Services | History | Reduced | 4,128 | 196 | 0.05% | 0.05% | 450 | -425 | -9.33% | Q1 2026 | May 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 4,000 | 190 | 0.05% | 0.05% | 451 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,668 | 174 | 0.0% | — | 452 | +3,668 | New | Q1 2026 | May 08, 2026 |
| Planning Project LLC | History | No change | 3,689 | 173 | 0.04% | 0.04% | 453 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3,610 | 171 | 0.02% | 0.02% | 454 | +925 | 34.45% | Q1 2026 | Apr 23, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 3,580 | 170 | 0.18% | 0.18% | 455 | -315 | -8.09% | Q1 2026 | May 13, 2026 |
| Lavaca Capital LLC | History | Added to | 3,521 | 167 | 0.03% | 0.03% | 456 | +13 | 0.37% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,243 | 166 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,475 | 165 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 3,475 | 165 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Key Capital Management, INC | History | No change | 3,289 | 156 | 0.1% | 0.15% | 460 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Balentine LLC | History | No change | 3,186 | 151 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 2,959 | 140 | 0.01% | 0.01% | 462 | -41 | -1.37% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,926 | 139 | 0.0% | 0.0% | 463 | -2,797 | -48.87% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 2,573 | 135 | 0.02% | — | 465 | +2,573 | New | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,851 | 135 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,821 | 134 | 0.03% | 0.03% | 466 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,776 | 131 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,711 | 128 | 0.0% | 0.0% | 468 | -2,679 | -49.7% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 2,684 | 127 | 0.01% | 0.01% | 469 | +10 | 0.37% | Q1 2026 | Apr 29, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 2,594 | 123 | 0.04% | 0.05% | 470 | -300 | -10.37% | Q1 2026 | May 04, 2026 |
| Hoese & Co LLP | History | No change | 2,570 | 122 | 0.09% | 0.09% | 471 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dunhill Financial, LLC | History | No change | 2,525 | 120 | 0.03% | 0.03% | 472 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 2,500 | 118 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,379 | 113 | 0.03% | 0.03% | 474 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | No change | 2,369 | 112 | 0.02% | 0.03% | 475 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,327 | 110 | 0.01% | 0.01% | 476 | +10 | 0.43% | Q1 2026 | Apr 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,223 | 105 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2,192 | 104 | 0.01% | — | 478 | +2,192 | New | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,177 | 103 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 2,133 | 101 | 0.04% | 0.01% | 480 | +1,255 | 142.94% | Q1 2026 | Apr 20, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,020 | 96 | 0.01% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 2,005 | 95 | 0.01% | 0.02% | 484 | -817 | -28.95% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,001 | 95 | 0.01% | 0.01% | 483 | -325 | -13.97% | Q1 2026 | Apr 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 2,000 | 95 | 0.02% | 0.01% | 482 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,985 | 94 | 0.0% | — | 485 | +1,985 | New | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,935 | 91 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 1,900 | 90 | 0.01% | — | 487 | +1,900 | New | Q1 2026 | May 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,890 | 89 | 0.03% | — | 488 | +1,890 | New | Q1 2026 | Apr 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 1,836 | 87 | 0.01% | 0.02% | 489 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,775 | 84 | 0.05% | 0.05% | 490 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,767 | 83 | 0.0% | 0.0% | 491 | -286 | -13.93% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,695 | 80 | 0.03% | 0.03% | 492 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| UMB Bank, n.a. | History | Added to | 1,568 | 74 | 0.0% | 0.0% | 493 | +400 | 34.25% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | No change | 1,550 | 73 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Providence Capital Advisors, LLC | History | No change | 1,500 | 71 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,475 | 70 | 0.02% | 0.02% | 496 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Bridge, LLC | History | No change | 1,450 | 68 | 0.03% | 0.03% | 497 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 1,427 | 67 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,422 | 67 | 0.03% | 0.03% | 499 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 1,363 | 64 | 0.01% | 0.01% | 500 | +108 | 8.61% | Q1 2026 | Apr 28, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,310 | 62 | 0.04% | 0.04% | 501 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,258 | 60 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,265 | 60 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Smithfield Trust Co | History | No change | 1,205 | 57 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,120 | 53 | 0.0% | 0.0% | 505 | +138 | 14.05% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | No change | 1,115 | 53 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 1,075 | 51 | 0.02% | 0.02% | 507 | -150 | -12.24% | Q1 2026 | May 05, 2026 |
| High Point Wealth Management, LLC | History | Added to | 1,065 | 50 | 0.05% | 0.05% | 508 | +5 | 0.47% | Q1 2026 | Apr 08, 2026 |
| Activest Wealth Management | History | Added to | 1,043 | 49 | 0.01% | 0.01% | 510 | +4 | 0.38% | Q1 2026 | Apr 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,050 | 49 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | New | 990 | 47 | 0.02% | — | 513 | +990 | New | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,000 | 47 | 0.02% | 0.03% | 512 | -250 | -20.0% | Q1 2026 | Apr 02, 2026 |
| Cetera Trust Company, N.A | History | No change | 1,000 | 47 | 0.03% | 0.02% | 511 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TopTier Wealth Management, LLC | History | New | 972 | 46 | 0.03% | — | 514 | +972 | New | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 962 | 45 | 0.0% | 0.0% | 516 | +907 | 1649.09% | Q1 2026 | May 15, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 960 | 45 | 0.02% | 0.02% | 515 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Osbon Capital Management LLC | History | No change | 945 | 44 | 0.04% | 0.04% | 517 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Science Advisors LLC | History | New | 915 | 42 | 0.02% | — | 518 | +915 | New | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 847 | 40 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 841 | 39 | 0.0% | 0.01% | 520 | -2,082 | -71.23% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 826 | 39 | 0.01% | — | 521 | +826 | New | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | New | 770 | 36 | 0.0% | — | 523 | +770 | New | Q1 2026 | Apr 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 760 | 36 | 0.0% | — | 524 | +760 | New | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 777 | 36 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Missouri Trust & Investment Co | History | No change | 750 | 35 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 725 | 34 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vision Retirement, LLC | History | No change | 720 | 34 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | No change | 702 | 33 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 675 | 32 | 0.0% | — | 529 | +675 | New | Q1 2026 | May 11, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 532 | 25 | 0.01% | 0.01% | 531 | +2 | 0.38% | Q1 2026 | Apr 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 545 | 25 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Align Financial, LLC | History | Reduced | 521 | 24 | 0.01% | 0.01% | 533 | -23,924 | -97.87% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Added to | 509 | 24 | 0.0% | 0.0% | 532 | +354 | 228.39% | Q1 2026 | Apr 06, 2026 |
| Avion Wealth | History | No change | 498 | 23 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GODSEY & GIBB, INC | History | No change | 465 | 22 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HOWE & RUSLING INC | History | Reduced | 456 | 21 | 0.0% | 0.0% | 536 | -460 | -50.22% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 443 | 21 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 445 | 21 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 460 | 21 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 420 | 20 | 0.02% | — | 540 | +420 | New | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 404 | 19 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 381 | 18 | 0.01% | 0.02% | 542 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fortis Group Advisors, LLC | History | No change | 360 | 17 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Perkins Coie Trust Co | History | No change | 350 | 16 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fairway Wealth LLC | History | No change | 345 | 16 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 325 | 15 | 0.01% | — | 548 | +325 | New | Q1 2026 | May 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 328 | 15 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rossby Financial, LCC | History | No change | 325 | 15 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 300 | 14 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | Added to | 277 | 13 | 0.0% | 0.0% | 551 | +1 | 0.36% | Q1 2026 | Apr 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 290 | 13 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | No change | 250 | 11 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| First Pacific Financial | History | New | 220 | 10 | 0.0% | — | 556 | +220 | New | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 215 | 10 | 0.0% | 0.0% | 555 | -10 | -4.44% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 220 | 10 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 213 | 10 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 190 | 9 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Walsh & Associates, LLC | History | Reduced | 184 | 8 | 0.01% | 0.01% | 559 | -150 | -44.91% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 175 | 8 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 158 | 7 | 0.0% | 0.0% | 561 | +1 | 0.64% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 155 | 7 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | New | 25 | 1 | 0.0% | — | 567 | +25 | New | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EPG Wealth Management LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 38 | 1 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 1.35% | — | -166,905 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 1.97% | — | -98,799 | -100.0% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,041 | -100.0% | Q1 2026 | Apr 28, 2026 |
| LJI Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,000 | -100.0% | Q1 2026 | May 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -7,575 | -100.0% | Q1 2026 | May 12, 2026 |
| Cedar Point Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -7,328 | -100.0% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,208 | -100.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,108 | -100.0% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,035 | -100.0% | Q1 2026 | May 13, 2026 |
| Forum Private Client Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,647 | -100.0% | Q1 2026 | May 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,080 | -100.0% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,903 | -100.0% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,356 | -100.0% | Q1 2026 | May 04, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,110 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,182 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,083 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.03% | — | -1,343 | -100.0% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -650 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q1 2026 | May 01, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q1 2026 | May 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |