PIMCO ETF Trust - PYLD
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 | 23,087,966 | 604,904 | 0.04% | 0.04% | 1 | +4,896,498 | 26.92% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 21,001,050 | 550,227 | 0.03% | 0.03% | 2 | +3,885,331 | 22.7% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 18,008,240 | 471,815 | 0.13% | 0.11% | 3 | +3,424,206 | 23.48% | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 15,013,101 | 393,343 | 0.06% | — | 4 | +15,013,101 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,980,916 | 313,900 | 0.08% | 0.05% | 5 | +6,183,600 | 106.66% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,994,877 | 288,065 | 1.61% | 1.41% | 6 | +1,535,071 | 16.23% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,776,746 | 282,350 | 0.3% | 0.27% | 7 | +1,509,057 | 16.28% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 7,945,409 | 208,169 | 1.13% | 0.99% | 8 | +1,466,190 | 22.63% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Added to | 7,109,897 | 186,279 | 7.06% | 5.56% | 9 | +2,195,875 | 44.69% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,902,314 | 180,840 | 0.03% | 0.02% | 10 | +2,454,435 | 55.18% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,900,952 | 180,804 | 0.06% | 0.05% | 11 | +1,355,052 | 24.43% | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 6,463,927 | 169,354 | 5.25% | 5.06% | 12 | +695,457 | 12.06% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 5,004,693 | 131,122 | 0.34% | 0.3% | 13 | +786,686 | 18.65% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 4,729,391 | 123,910 | 0.02% | 0.01% | 14 | +1,283,424 | 37.24% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,591,369 | 120,477 | 0.74% | 0.44% | 15 | +1,871,562 | 68.81% | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | Added to | 4,230,096 | 110,828 | 5.32% | 5.31% | 16 | +159,735 | 3.92% | Q1 2026 | Apr 09, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 3,923,285 | 102,790 | 4.55% | 4.01% | 17 | +333,378 | 9.29% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Added to | 3,746,931 | 99,406 | 3.2% | 3.23% | 18 | +212,345 | 6.01% | Q1 2026 | Apr 17, 2026 |
| GR FINANCIAL GROUP, LLC | History | Added to | 3,486,390 | 91,343 | 30.3% | 20.74% | 19 | +26,997 | 0.78% | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 3,400,247 | 89,086 | 2.49% | 2.61% | 20 | -85,927 | -2.46% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 3,308,773 | 86,689 | 0.99% | 0.05% | 21 | +3,148,808 | 1968.44% | Q1 2026 | Apr 28, 2026 |
| Destination Wealth Management | History | Added to | 3,189,827 | 83,573 | 2.17% | 2.11% | 22 | +163,688 | 5.41% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 3,146,064 | 81,671 | 0.92% | 0.79% | 23 | +800,166 | 34.11% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,007,289 | 78,790 | 0.01% | — | 24 | +3,007,289 | New | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 2,985,269 | 78,214 | 3.03% | 2.61% | 25 | +626,952 | 26.58% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,884,315 | 75,568 | 0.01% | 0.01% | 26 | +592,903 | 25.88% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 2,698,950 | 70,793 | 4.27% | 4.12% | 27 | +151,429 | 5.94% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,681,049 | 70,243 | 0.04% | 0.03% | 28 | +808,598 | 43.18% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,582,984 | 67,674 | 0.09% | 0.11% | 29 | -604,034 | -18.95% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Added to | 2,496,913 | 65,419 | 0.83% | 0.94% | 30 | +114,819 | 4.82% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,455,082 | 64,327 | 0.09% | 0.07% | 31 | +568,550 | 30.14% | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Added to | 2,368,640 | 62,058 | 4.23% | 4.74% | 32 | +259,309 | 12.29% | Q1 2026 | Apr 20, 2026 |
| Journey Advisory Group, LLC | History | New | 2,300,083 | 60,262 | 5.14% | — | 33 | +2,300,083 | New | Q1 2026 | May 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 2,250,000 | 58,950 | 0.23% | 0.14% | 34 | +750,000 | 50.0% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,160,272 | 56,599 | 0.01% | 0.01% | 35 | +57,068 | 2.71% | Q1 2026 | May 05, 2026 |
| Family Investment Center, Inc. | History | Added to | 2,132,136 | 55,861 | 10.75% | 10.78% | 36 | +130,864 | 6.54% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,129,910 | 55,846 | 0.11% | 0.12% | 37 | -1,070,876 | -33.46% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 1,948,993 | 51,063 | 0.05% | 0.03% | 38 | +1,072,136 | 122.27% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,907,116 | 49,966 | 0.13% | 0.07% | 39 | +876,323 | 85.01% | Q1 2026 | Apr 30, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,879,439 | 49,241 | 1.97% | 1.8% | 40 | +193,254 | 11.46% | Q1 2026 | Apr 28, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,871,364 | 49,029 | 0.76% | 0.81% | 41 | +21,231 | 1.15% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,857,495 | 48,666 | 0.79% | 0.82% | 42 | +91,897 | 5.2% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,848,347 | 48,425 | 0.08% | 0.1% | 43 | -137,710 | -6.93% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 1,748,353 | 45,806 | 7.77% | 7.42% | 44 | +90,842 | 5.48% | Q1 2026 | May 06, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,734,326 | 45,439 | 1.64% | 1.63% | 45 | +77,810 | 4.7% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 1,724,346 | 45,177 | 0.52% | — | 46 | +1,724,346 | New | Q1 2026 | May 08, 2026 |
| Ellenbecker Investment Group | History | Added to | 1,713,359 | 44,890 | 6.04% | 5.95% | 47 | +120,610 | 7.57% | Q1 2026 | Apr 23, 2026 |
| Sunflower Bank, N.A. | History | Added to | 1,699,658 | 44,531 | 11.35% | 10.88% | 48 | +80,781 | 4.99% | Q1 2026 | Apr 10, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,690,431 | 44,289 | 2.41% | 2.05% | 49 | +214,467 | 14.53% | Q1 2026 | May 21, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 1,635,109 | 42,839 | 9.0% | 6.24% | 50 | +464,591 | 39.69% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,599,316 | 41,902 | 0.04% | 0.03% | 51 | +259,337 | 19.35% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,597,029 | 41,842 | 1.0% | 0.99% | 52 | +157,409 | 10.93% | Q1 2026 | May 15, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 1,643,428 | 41,475 | 9.17% | 8.48% | 53 | +172,599 | 11.73% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,571,471 | 41,172 | 0.4% | 0.36% | 54 | +200,655 | 14.64% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,542,272 | 40,060 | 0.06% | 0.03% | 55 | +607,402 | 64.97% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,512,486 | 39,627 | 0.19% | 0.19% | 56 | +17,421 | 1.17% | Q1 2026 | Apr 24, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 1,506,547 | 39,471 | 5.41% | 4.47% | 57 | +370,445 | 32.61% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,484,641 | 38,897 | 0.31% | 0.32% | 58 | +461,143 | 45.06% | Q1 2026 | May 15, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 1,461,339 | 38,287 | 9.64% | 7.82% | 59 | +292,205 | 24.99% | Q1 2026 | Apr 16, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,429,941 | 37,464 | 3.08% | 2.78% | 60 | +210,524 | 17.26% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 1,403,081 | 36,760 | 0.39% | — | 61 | +1,403,081 | New | Q1 2026 | May 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 1,313,829 | 34,422 | 5.45% | 5.23% | 62 | +167,916 | 14.65% | Q1 2026 | Apr 09, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 1,301,720 | 34,105 | 17.98% | 15.83% | 63 | +131,253 | 11.21% | Q1 2026 | Apr 28, 2026 |
| Wall Capital Group, Inc. | History | Added to | 1,276,200 | 33,436 | 35.7% | 30.92% | 64 | +59,199 | 4.86% | Q1 2026 | Apr 20, 2026 |
| D.B. Root & Company, LLC | History | Added to | 1,212,432 | 31,765 | 7.59% | 7.52% | 65 | +56,898 | 4.92% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 1,208,360 | 31,659 | 0.68% | 0.34% | 66 | +613,387 | 103.09% | Q1 2026 | May 01, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 1,191,473 | 31,216 | 9.84% | 9.88% | 67 | +51,822 | 4.55% | Q1 2026 | May 08, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,183,917 | 31,018 | 1.69% | 1.64% | 68 | +112,014 | 10.45% | Q1 2026 | May 11, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,183,801 | 31,015 | 1.9% | 1.88% | 69 | +108,992 | 10.14% | Q1 2026 | Apr 20, 2026 |
| Continuum Advisory, LLC | History | Added to | 1,172,812 | 30,727 | 2.95% | 2.86% | 70 | +101,666 | 9.49% | Q1 2026 | Apr 22, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,162,463 | 30,456 | 1.35% | 1.33% | 71 | +59,334 | 5.38% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,152,892 | 30,205 | 1.69% | 1.64% | 72 | +90,309 | 8.5% | Q1 2026 | Apr 28, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 1,151,834 | 30,178 | 6.26% | 6.18% | 73 | +102,008 | 9.72% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,150,882 | 30,153 | 0.07% | 0.06% | 74 | +93,945 | 8.89% | Q1 2026 | Apr 22, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 1,150,395 | 30,140 | 5.63% | 5.65% | 75 | +19,319 | 1.71% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,145,462 | 29,713 | 0.01% | 0.01% | 76 | +474,848 | 70.81% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | Added to | 1,118,489 | 29,304 | 3.02% | 2.67% | 77 | +169,818 | 17.9% | Q1 2026 | Apr 23, 2026 |
| Pictet North America Advisors SA | History | Added to | 1,115,181 | 29,217 | 2.9% | 2.11% | 78 | +281,128 | 33.71% | Q1 2026 | Apr 14, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 1,100,009 | 28,850 | 1.54% | 3.41% | 79 | -722,475 | -39.64% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,088,644 | 28,522 | 0.17% | 0.16% | 80 | +98,039 | 9.9% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 1,038,649 | 27,212 | 1.06% | 1.53% | 81 | +523,665 | 101.69% | Q1 2026 | May 15, 2026 |
| Mason & Associates, LLC | History | Added to | 986,924 | 25,857 | 5.92% | 5.85% | 82 | +23,101 | 2.4% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 983,068 | 25,756 | 0.5% | 0.42% | 83 | +182,088 | 22.73% | Q1 2026 | Apr 14, 2026 |
| Drake & Associates, LLC | History | Added to | 977,142 | 25,601 | 4.88% | 4.72% | 84 | +89,138 | 10.04% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 950,289 | 24,897 | 1.4% | 1.23% | 85 | +138,572 | 17.07% | Q1 2026 | Apr 24, 2026 |
| Gemmer Asset Management LLC | History | Added to | 941,689 | 24,672 | 1.95% | 1.79% | 86 | +68,574 | 7.85% | Q1 2026 | Apr 22, 2026 |
| Sanchez Wealth Management Group | History | Added to | 930,272 | 24,373 | 5.27% | 5.14% | 87 | +29,673 | 3.29% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 907,672 | 23,781 | 0.2% | 0.18% | 88 | -1,054 | -0.12% | Q1 2026 | May 13, 2026 |
| EnRich Financial Partners LLC | History | Added to | 902,753 | 23,652 | 6.27% | 6.48% | 89 | +11,722 | 1.32% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 891,493 | 23,357 | 0.0% | 0.0% | 90 | +488,090 | 120.99% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 888,723 | 23,284 | 1.78% | 1.71% | 91 | +44,145 | 5.23% | Q1 2026 | Apr 08, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 886,614 | 23,229 | 6.67% | 6.4% | 92 | +91,118 | 11.45% | Q1 2026 | Apr 21, 2026 |
| Annex Advisory Services, LLC | History | Added to | 847,522 | 22,205 | 0.42% | 0.19% | 93 | +474,064 | 126.94% | Q1 2026 | Apr 16, 2026 |
| Trajan Wealth LLC | History | Added to | 839,647 | 21,998 | 0.89% | 0.92% | 94 | +10,454 | 1.26% | Q1 2026 | May 13, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 834,932 | 21,875 | 3.86% | 3.75% | 95 | +58,538 | 7.54% | Q1 2026 | Apr 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 829,645 | 21,736 | 0.47% | 0.36% | 96 | +224,141 | 37.02% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 824,553 | 21,603 | 0.12% | 0.09% | 97 | +174,289 | 26.8% | Q1 2026 | May 05, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 817,680 | 21,423 | 2.84% | 2.88% | 98 | +126,476 | 18.3% | Q1 2026 | Apr 08, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 814,364 | 21,336 | 2.98% | 2.83% | 99 | +47,090 | 6.14% | Q1 2026 | Apr 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 809,045 | 21,196 | 2.6% | 1.87% | 100 | +250,066 | 44.74% | Q1 2026 | Apr 27, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 794,127 | 20,806 | 7.48% | 7.26% | 101 | +13,808 | 1.77% | Q1 2026 | May 13, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 788,914 | 20,669 | 3.82% | 3.68% | 102 | +33,754 | 4.47% | Q1 2026 | Apr 27, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 787,442 | 20,630 | 10.59% | 10.32% | 103 | +32,757 | 4.34% | Q1 2026 | May 07, 2026 |
| Members Advisory Group LLC | History | Added to | 782,213 | 20,494 | 7.03% | 7.62% | 104 | +25,046 | 3.31% | Q1 2026 | May 05, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 778,330 | 20,392 | 3.31% | 2.92% | 105 | +108,109 | 16.13% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 773,540 | 20,266 | 0.47% | 0.36% | 106 | +214,527 | 38.38% | Q1 2026 | May 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 772,672 | 20,244 | 6.4% | 6.57% | 107 | +59,441 | 8.33% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 772,210 | 20,231 | 0.08% | 0.01% | 108 | +666,588 | 631.11% | Q1 2026 | Apr 30, 2026 |
| True North Advisors, LLC | History | New | 769,719 | 20,166 | 2.3% | — | 109 | +769,719 | New | Q1 2026 | May 07, 2026 |
| Family Manage LLC | History | Added to | 759,581 | 19,901 | 2.39% | 2.28% | 110 | +82,890 | 12.25% | Q1 2026 | May 15, 2026 |
| Welch Group, LLC | History | Added to | 758,878 | 19,882 | 0.75% | 0.76% | 111 | +23,857 | 3.25% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Added to | 756,847 | 19,829 | 0.63% | 0.57% | 112 | +115,600 | 18.03% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 741,624 | 19,430 | 2.52% | — | 113 | +741,624 | New | Q1 2026 | Apr 13, 2026 |
| Brookstone Capital Management | History | Added to | 738,275 | 19,342 | 0.22% | 0.17% | 114 | +168,157 | 29.5% | Q1 2026 | Apr 16, 2026 |
| Allen Capital Group, LLC | History | No change | 707,580 | 18,878 | 1.73% | 1.73% | 115 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 718,752 | 18,831 | 11.58% | 12.65% | 116 | +36,997 | 5.43% | Q1 2026 | May 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 718,500 | 18,824 | 1.27% | 1.27% | 117 | +24,136 | 3.48% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 694,545 | 18,197 | 12.26% | 11.79% | 118 | +38,452 | 5.86% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 694,247 | 18,189 | 0.45% | 0.43% | 119 | +43,816 | 6.74% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 689,354 | 18,061 | 0.02% | 0.03% | 120 | -224,879 | -24.6% | Q1 2026 | May 13, 2026 |
| Stokes Capital Advisors, LLC | History | Added to | 688,346 | 18,034 | 4.04% | 3.1% | 121 | +179,493 | 35.27% | Q1 2026 | Apr 23, 2026 |
| Bare Financial Services, Inc | History | Added to | 664,742 | 17,416 | 4.6% | 4.59% | 122 | +46,675 | 7.55% | Q1 2026 | May 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 663,936 | 17,395 | 10.17% | 9.38% | 123 | +68,065 | 11.42% | Q1 2026 | May 01, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 657,410 | 17,388 | 0.98% | 1.11% | 124 | -48,604 | -6.88% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 659,275 | 17,272 | 0.4% | 0.42% | 125 | +6,869 | 1.05% | Q1 2026 | May 15, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 657,539 | 17,227 | 7.13% | 6.16% | 126 | +83,306 | 14.51% | Q1 2026 | May 07, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 650,832 | 17,207 | 3.49% | 0.07% | 127 | +639,716 | 5754.91% | Q1 2026 | Apr 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 653,106 | 17,111 | 8.92% | 7.99% | 128 | +101,446 | 18.39% | Q1 2026 | Apr 20, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 646,663 | 16,942 | 5.49% | 5.39% | 129 | +39,193 | 6.45% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 632,938 | 16,582 | 0.09% | 0.08% | 130 | +95,207 | 17.71% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 620,585 | 16,259 | 0.3% | 0.16% | 131 | +292,370 | 89.08% | Q1 2026 | Apr 17, 2026 |
| BIP Wealth, LLC | History | Added to | 619,973 | 16,243 | 0.66% | 0.44% | 132 | +148,749 | 31.57% | Q1 2026 | Apr 27, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 613,962 | 16,085 | 0.9% | 0.81% | 133 | +49,961 | 8.86% | Q1 2026 | May 08, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 603,150 | 15,802 | 6.94% | 7.11% | 134 | +28,384 | 4.94% | Q1 2026 | Apr 22, 2026 |
| Northside Capital Management, LLC | History | New | 598,343 | 15,676 | 1.38% | — | 135 | +598,343 | New | Q1 2026 | Apr 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 596,847 | 15,637 | 0.48% | 0.34% | 136 | +253,067 | 73.61% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 589,155 | 15,435 | 1.12% | 1.17% | 137 | +11,114 | 1.92% | Q1 2026 | May 05, 2026 |
| Base Wealth Management LLC | History | Added to | 581,147 | 15,226 | 8.52% | 6.87% | 138 | +102,579 | 21.43% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 575,345 | 15,074 | 0.0% | — | 139 | +575,345 | New | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 547,115 | 14,334 | 0.45% | 0.44% | 140 | +34,379 | 6.71% | Q1 2026 | May 11, 2026 |
| ABLE Financial Group, LLC | History | Added to | 530,034 | 13,886 | 2.72% | 2.76% | 141 | +19,946 | 3.91% | Q1 2026 | Apr 20, 2026 |
| CLG LLC | History | Added to | 521,329 | 13,658 | 3.39% | 3.22% | 142 | +36,317 | 7.49% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 520,965 | 13,649 | 0.15% | 0.08% | 143 | +242,290 | 86.94% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 520,240 | 13,630 | 0.07% | 0.07% | 144 | +62,802 | 13.73% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 515,567 | 13,487 | 0.13% | 0.24% | 145 | -338,236 | -39.62% | Q1 2026 | Apr 07, 2026 |
| VICUS CAPITAL | History | Added to | 514,102 | 13,469 | 0.99% | 0.02% | 146 | +512,855 | 41127.11% | Q1 2026 | Apr 22, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 509,756 | 13,355 | 4.27% | 3.09% | 147 | +185,562 | 57.24% | Q1 2026 | May 04, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 498,134 | 13,051 | 1.87% | 1.92% | 148 | -5,766 | -1.14% | Q1 2026 | Apr 27, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 476,664 | 12,645 | 2.69% | 2.93% | 149 | -1,912 | -0.4% | Q1 2026 | Apr 28, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 471,280 | 12,347 | 2.79% | 2.31% | 150 | +88,457 | 23.11% | Q1 2026 | Apr 20, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 469,884 | 12,310 | 1.57% | 1.37% | 151 | +51,061 | 12.19% | Q1 2026 | Apr 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 469,675 | 12,305 | 1.49% | 1.39% | 152 | +53,862 | 12.95% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 469,680 | 12,305 | 0.89% | 0.89% | 153 | +53,254 | 12.79% | Q1 2026 | May 07, 2026 |
| ERn Financial, LLC | History | Added to | 465,809 | 12,204 | 2.29% | 2.2% | 154 | +27,402 | 6.25% | Q1 2026 | Apr 24, 2026 |
| Mueller Wealth, LLC | History | Added to | 463,287 | 12,138 | 9.68% | 9.64% | 155 | +26,491 | 6.06% | Q1 2026 | May 01, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 462,241 | 12,110 | 4.16% | 4.07% | 156 | +29,204 | 6.74% | Q1 2026 | May 08, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 452,808 | 11,863 | 3.94% | 3.65% | 157 | +30,385 | 7.19% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 443,822 | 11,628 | 0.71% | 0.48% | 158 | +72,578 | 19.55% | Q1 2026 | Apr 28, 2026 |
| LHM, INC. | History | Reduced | 437,693 | 11,467 | 4.51% | 4.51% | 159 | -16,800 | -3.7% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | New | 433,822 | 11,366 | 0.02% | — | 160 | +433,822 | New | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Added to | 426,503 | 11,174 | 1.5% | 1.48% | 161 | +28,129 | 7.06% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 413,438 | 11,013 | 0.07% | 0.04% | 162 | +181,919 | 78.58% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 418,289 | 10,959 | 1.52% | 2.21% | 163 | -191,042 | -31.35% | Q1 2026 | Apr 22, 2026 |
| Avondale Wealth Management | History | Added to | 417,858 | 10,947 | 5.38% | 5.34% | 164 | +28,907 | 7.43% | Q1 2026 | Apr 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 415,571 | 10,887 | 4.61% | 4.0% | 165 | +71,376 | 20.74% | Q1 2026 | Apr 15, 2026 |
| Selby Wealth Management, LLC | History | Added to | 402,622 | 10,548 | 4.15% | 4.25% | 166 | +7,253 | 1.83% | Q1 2026 | Apr 08, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 393,031 | 10,297 | 0.18% | 0.19% | 167 | -6,566 | -1.64% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 385,406 | 10,097 | 2.15% | 1.8% | 168 | +50,957 | 15.24% | Q1 2026 | Apr 15, 2026 |
| Wayfinding Financial, LLC | History | Added to | 381,228 | 9,988 | 4.34% | 3.73% | 169 | +52,592 | 16.0% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Reduced | 373,028 | 9,773 | 0.02% | 0.04% | 170 | -285,622 | -43.36% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 365,865 | 9,710 | 0.59% | 0.47% | 171 | +93,788 | 34.47% | Q1 2026 | Apr 20, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 369,761 | 9,687 | 3.38% | 3.47% | 172 | +10,658 | 2.97% | Q1 2026 | Apr 21, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 358,330 | 9,388 | 1.39% | 1.42% | 173 | +12,825 | 3.71% | Q1 2026 | Apr 16, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 353,603 | 9,264 | 0.14% | 0.16% | 174 | +9,926 | 2.89% | Q1 2026 | May 04, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 346,294 | 9,072 | 4.9% | 4.21% | 175 | +60,899 | 21.34% | Q1 2026 | May 12, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 344,790 | 9,033 | 1.43% | 1.18% | 176 | +43,877 | 14.58% | Q1 2026 | May 05, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 336,635 | 8,819 | 1.46% | 1.28% | 177 | +50,013 | 17.45% | Q1 2026 | Apr 29, 2026 |
| Destiny Wealth Partners, LLC | History | New | 317,485 | 8,318 | 0.91% | — | 178 | +317,485 | New | Q1 2026 | May 11, 2026 |
| Delta Investment Management, LLC | History | Reduced | 316,859 | 8,301 | 1.49% | 1.65% | 179 | -38,791 | -10.91% | Q1 2026 | May 12, 2026 |
| Econ Financial Services Corp | History | Added to | 315,534 | 8,266 | 3.84% | 3.16% | 180 | +79,581 | 33.73% | Q1 2026 | Apr 21, 2026 |
| Dakota Wealth Management | History | Reduced | 313,501 | 8,213 | 0.18% | 0.16% | 181 | -22,108 | -6.59% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 313,411 | 8,211 | 0.06% | 0.01% | 182 | +250,331 | 396.85% | Q1 2026 | Apr 14, 2026 |
| Refined Wealth Management | History | New | 310,486 | 8,134 | 5.13% | — | 183 | +310,486 | New | Q1 2026 | Apr 21, 2026 |
| LVW Advisors, LLC | History | Added to | 309,770 | 8,115 | 0.77% | 0.78% | 184 | +20,122 | 6.95% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 308,074 | 8,071 | 0.11% | 0.19% | 185 | -184,136 | -37.41% | Q1 2026 | May 12, 2026 |
| Hedeker Wealth, LLC | History | Added to | 306,661 | 8,034 | 1.7% | 1.09% | 186 | +111,627 | 57.23% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 306,171 | 8,021 | 0.12% | 0.08% | 187 | +158,361 | 107.14% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 305,342 | 7,999 | 0.08% | — | 189 | +305,342 | New | Q1 2026 | May 13, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 305,342 | 7,999 | 4.34% | 3.47% | 188 | +69,214 | 29.31% | Q1 2026 | Apr 29, 2026 |
| Great Diamond Partners, LLC | History | Added to | 304,633 | 7,981 | 1.54% | 1.32% | 190 | +48,413 | 18.9% | Q1 2026 | May 12, 2026 |
| PAX Financial Group, LLC | History | Added to | 302,122 | 7,915 | 1.35% | 1.25% | 191 | +31,112 | 11.48% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 300,833 | 7,881 | 0.13% | — | 192 | +300,833 | New | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | New | 300,362 | 7,869 | 0.52% | — | 193 | +300,362 | New | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Added to | 299,083 | 7,835 | 0.38% | 0.33% | 194 | +46,545 | 18.43% | Q1 2026 | May 05, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 298,817 | 7,828 | 0.89% | 0.87% | 195 | +14,918 | 5.25% | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 298,169 | 7,812 | 0.38% | 0.39% | 196 | -13,356 | -4.29% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 292,212 | 7,655 | 0.04% | 0.03% | 197 | +74,524 | 34.23% | Q1 2026 | May 15, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 289,287 | 7,579 | 2.55% | 2.46% | 198 | +11,607 | 4.18% | Q1 2026 | May 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 288,835 | 7,567 | 0.99% | 0.87% | 199 | +39,574 | 15.88% | Q1 2026 | May 04, 2026 |
| NOVEM GROUP | History | Reduced | 284,192 | 7,445 | 0.85% | 3.1% | 200 | -725,893 | -71.86% | Q1 2026 | Apr 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 282,247 | 7,394 | 0.12% | 0.01% | 201 | +255,148 | 941.54% | Q1 2026 | May 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 280,671 | 7,353 | 0.01% | 0.01% | 202 | +43,385 | 18.28% | Q1 2026 | Apr 27, 2026 |
| Security Financial Services, INC. | History | No change | 270,630 | 7,220 | 1.13% | 1.13% | 203 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 274,515 | 7,192 | 1.97% | 1.59% | 204 | +60,922 | 28.52% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 270,627 | 7,131 | 0.19% | 0.22% | 205 | +75,483 | 38.68% | Q1 2026 | May 14, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 271,064 | 7,101 | 1.9% | 2.17% | 206 | +58,367 | 27.44% | Q1 2026 | Apr 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 270,577 | 7,089 | 0.78% | 0.07% | 207 | +248,027 | 1099.9% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 268,170 | 7,026 | 0.06% | 0.09% | 208 | +14,945 | 5.9% | Q1 2026 | May 06, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 265,223 | 6,948 | 0.49% | 0.48% | 209 | +22,364 | 9.21% | Q1 2026 | May 14, 2026 |
| LifeGoal Investments, LLC | History | Added to | 264,892 | 6,929 | 3.97% | 4.07% | 210 | +37,226 | 16.35% | Q1 2026 | Apr 14, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 264,042 | 6,903 | 2.38% | 2.22% | 211 | +20,731 | 8.52% | Q1 2026 | May 07, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 261,140 | 6,841 | 4.01% | 3.95% | 212 | +13,891 | 5.62% | Q1 2026 | Apr 21, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 260,790 | 6,832 | 6.13% | 2.07% | 213 | +182,219 | 231.92% | Q1 2026 | May 05, 2026 |
| White Pine Investment CO | History | New | 257,690 | 6,751 | 1.57% | — | 214 | +257,690 | New | Q1 2026 | Apr 20, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 257,324 | 6,741 | 2.96% | 2.64% | 215 | +32,342 | 14.38% | Q1 2026 | Apr 29, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 254,064 | 6,656 | 3.34% | 2.81% | 216 | +43,192 | 20.48% | Q1 2026 | Apr 16, 2026 |
| O'Connor Financial Group LLC | History | Added to | 251,346 | 6,585 | 2.69% | 2.69% | 217 | +283 | 0.11% | Q1 2026 | Apr 23, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 245,733 | 6,438 | 3.18% | 3.18% | 218 | +5,433 | 2.26% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 243,551 | 6,349 | 0.0% | 0.0% | 219 | +52,684 | 27.6% | Q1 2026 | May 13, 2026 |
| SHARPEPOINT LLC | History | Added to | 241,591 | 6,329 | 3.77% | 3.59% | 220 | +16,730 | 7.44% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 236,462 | 6,195 | 0.03% | 0.04% | 221 | +38,537 | 19.47% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 235,842 | 6,179 | 0.14% | 0.12% | 222 | +47,089 | 24.95% | Q1 2026 | May 04, 2026 |
| Williams & Novak, LLC | History | Added to | 222,949 | 5,832 | 4.36% | 3.2% | 223 | +63,537 | 39.86% | Q1 2026 | Apr 20, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 221,158 | 5,794 | 0.72% | 1.06% | 224 | -108,638 | -32.94% | Q1 2026 | May 04, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 218,967 | 5,736 | 5.95% | 5.76% | 225 | -14,684 | -6.28% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 218,719 | 5,730 | 0.15% | 0.12% | 226 | +65,430 | 42.68% | Q1 2026 | May 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 219,195 | 5,714 | 1.9% | 1.83% | 227 | +10,444 | 5.0% | Q1 2026 | Apr 27, 2026 |
| Centerpoint Advisory Group | History | Added to | 217,490 | 5,698 | 4.29% | 3.15% | 228 | +64,329 | 42.0% | Q1 2026 | Apr 29, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 215,158 | 5,637 | 3.25% | — | 229 | +215,158 | New | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 208,949 | 5,474 | 0.57% | — | 230 | +208,949 | New | Q1 2026 | May 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 208,113 | 5,452 | 0.72% | 0.69% | 231 | +22,091 | 11.88% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 207,305 | 5,431 | 0.26% | — | 232 | +207,305 | New | Q1 2026 | May 18, 2026 |
| RiverTree Advisors, LLC | History | Added to | 206,906 | 5,420 | 3.43% | 0.49% | 233 | +178,376 | 625.22% | Q1 2026 | Apr 20, 2026 |
| AJ Advisors, LLC | History | Added to | 206,885 | 5,420 | 2.01% | 1.94% | 234 | +10,165 | 5.17% | Q1 2026 | Apr 22, 2026 |
| Jeter Robert S II | History | New | 204,638 | 5,416 | 5.39% | — | 235 | +204,638 | New | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 205,240 | 5,377 | 0.1% | 0.09% | 236 | +23,460 | 12.91% | Q1 2026 | May 11, 2026 |
| PMG Wealth Management, Inc. | History | New | 205,848 | 5,368 | 3.87% | — | 237 | +205,848 | New | Q1 2026 | Apr 17, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 204,503 | 5,357 | 0.47% | 0.15% | 238 | +136,439 | 200.46% | Q1 2026 | Apr 24, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 203,065 | 5,320 | 2.56% | 0.81% | 239 | +143,555 | 241.23% | Q1 2026 | May 15, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 202,142 | 5,296 | 1.64% | 1.39% | 240 | +29,971 | 17.41% | Q1 2026 | Apr 20, 2026 |
| SlateStone Wealth, LLC | History | Added to | 198,217 | 5,193 | 0.43% | 0.42% | 241 | +12,179 | 6.55% | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 194,699 | 5,101 | 1.53% | 1.47% | 242 | +11,537 | 6.3% | Q1 2026 | May 20, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 190,358 | 4,987 | 1.37% | 1.28% | 243 | +25,308 | 15.33% | Q1 2026 | May 13, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 186,791 | 4,893 | 2.69% | 1.45% | 244 | +92,231 | 97.54% | Q1 2026 | Apr 21, 2026 |
| Apollon Financial, LLC | History | Added to | 185,830 | 4,868 | 0.67% | 0.56% | 245 | +42,413 | 29.57% | Q1 2026 | Apr 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 184,500 | 4,833 | 0.0% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 182,935 | 4,792 | 0.53% | 0.52% | 247 | +14,430 | 8.56% | Q1 2026 | Apr 29, 2026 |
| Foundry Financial LLC | History | Added to | 179,910 | 4,713 | 2.0% | 1.65% | 248 | +62,359 | 53.05% | Q1 2026 | Apr 21, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 176,829 | 4,703 | 5.21% | 4.8% | 249 | -13,181 | -6.94% | Q1 2026 | Apr 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 178,220 | 4,669 | 0.0% | — | 250 | +178,220 | New | Q1 2026 | May 15, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 177,864 | 4,660 | 3.75% | 2.93% | 251 | +36,975 | 26.24% | Q1 2026 | May 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 175,880 | 4,608 | 0.61% | 0.57% | 252 | +11,879 | 7.24% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 174,000 | 4,558 | 0.05% | 0.05% | 253 | +11,214 | 6.89% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 173,183 | 4,537 | 0.17% | 0.11% | 254 | +84,825 | 96.0% | Q1 2026 | May 19, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 172,847 | 4,528 | 0.23% | 0.18% | 255 | +43,369 | 33.5% | Q1 2026 | Apr 17, 2026 |
| Weaver Consulting Group | History | Added to | 171,774 | 4,500 | 1.07% | 0.61% | 256 | +78,592 | 84.34% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 170,927 | 4,478 | 0.08% | 0.08% | 257 | -2,152 | -1.24% | Q1 2026 | May 07, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 167,311 | 4,381 | 2.27% | 1.66% | 258 | +61,247 | 57.75% | Q1 2026 | May 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 166,222 | 4,355 | 1.19% | 1.11% | 259 | +10,474 | 6.72% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 163,872 | 4,293 | 0.05% | 0.04% | 260 | +18,940 | 13.07% | Q1 2026 | Apr 20, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 160,589 | 4,207 | 2.78% | 2.77% | 261 | -1,657 | -1.02% | Q1 2026 | Apr 24, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 160,201 | 4,197 | 1.47% | 1.46% | 262 | +19,398 | 13.78% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 158,896 | 4,163 | 0.03% | 0.06% | 263 | -124,574 | -43.95% | Q1 2026 | Apr 15, 2026 |
| Noble Wealth Management PBC | History | Reduced | 157,330 | 4,122 | 2.07% | 2.42% | 264 | -23,289 | -12.89% | Q1 2026 | Apr 02, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 156,845 | 4,109 | 0.83% | 0.3% | 265 | +104,359 | 198.83% | Q1 2026 | Apr 24, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 154,849 | 4,057 | 0.01% | 0.0% | 266 | +96,126 | 163.69% | Q1 2026 | May 13, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 153,426 | 4,019 | 2.48% | 2.23% | 267 | +18,961 | 14.1% | Q1 2026 | Apr 07, 2026 |
| PKS Advisory Services, LLC | History | Added to | 153,293 | 4,016 | 0.93% | 0.89% | 268 | +7,589 | 5.21% | Q1 2026 | May 13, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 152,764 | 4,002 | 1.69% | 1.63% | 269 | +1,770 | 1.17% | Q1 2026 | Apr 08, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 145,884 | 3,822 | 1.45% | 1.06% | 270 | -17,421 | -10.67% | Q1 2026 | May 04, 2026 |
| NavPoint Financial, Inc. | History | Added to | 145,238 | 3,805 | 1.54% | 1.26% | 271 | +34,463 | 31.11% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | Added to | 144,350 | 3,781 | 0.29% | 0.37% | 272 | +57,261 | 65.75% | Q1 2026 | Apr 28, 2026 |
| Trek Financial, LLC | History | Added to | 143,341 | 3,755 | 0.2% | 0.12% | 273 | +66,768 | 87.2% | Q1 2026 | May 13, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 139,945 | 3,666 | 0.64% | 0.41% | 274 | +32,756 | 30.56% | Q1 2026 | May 15, 2026 |
| BAM Wealth Management, LLC | History | Added to | 139,359 | 3,651 | 2.73% | 2.46% | 275 | +12,093 | 9.5% | Q1 2026 | Apr 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 139,321 | 3,650 | 0.02% | 0.07% | 276 | -628,070 | -81.84% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 136,746 | 3,582 | 0.05% | 0.09% | 277 | -104,527 | -43.32% | Q1 2026 | Apr 08, 2026 |
| Trademark Financial Management, LLC | History | Added to | 136,258 | 3,569 | 1.75% | 1.46% | 278 | +36,543 | 36.65% | Q1 2026 | Apr 27, 2026 |
| White & Co Financial Planning Inc | History | New | 129,060 | 3,381 | 2.38% | — | 279 | +129,060 | New | Q1 2026 | May 06, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 128,411 | 3,364 | 0.1% | 0.02% | 280 | +107,455 | 512.76% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 126,401 | 3,311 | 0.0% | 0.0% | 281 | +57,217 | 82.7% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 125,465 | 3,287 | 0.01% | — | 282 | +125,465 | New | Q1 2026 | May 01, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 124,748 | 3,268 | 0.82% | 1.12% | 283 | -55,157 | -30.66% | Q1 2026 | Apr 30, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 122,753 | 3,216 | 1.05% | 0.62% | 284 | +53,561 | 77.41% | Q1 2026 | Apr 24, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 122,510 | 3,209 | 0.4% | 0.29% | 285 | +34,798 | 39.67% | Q1 2026 | Apr 08, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 121,679 | 3,187 | 0.01% | 0.01% | 286 | +1,826 | 1.52% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 121,098 | 3,172 | 0.0% | 0.0% | 287 | +99,755 | 467.39% | Q1 2026 | May 13, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 120,551 | 3,158 | 0.98% | 0.83% | 288 | +25,399 | 26.69% | Q1 2026 | May 13, 2026 |
| GSG Advisors LLC | History | Added to | 120,062 | 3,145 | 0.82% | 0.44% | 289 | +56,245 | 88.13% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 117,683 | 3,139 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Eldridge Investment Advisors, Inc. | History | New | 119,803 | 3,138 | 0.69% | — | 291 | +119,803 | New | Q1 2026 | May 11, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 118,458 | 3,103 | 0.75% | 0.81% | 292 | +3,449 | 3.0% | Q1 2026 | Apr 20, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 118,229 | 3,097 | 0.54% | 0.52% | 293 | +5,098 | 4.51% | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 117,744 | 3,084 | 0.07% | 0.13% | 294 | +15,249 | 14.88% | Q1 2026 | Apr 27, 2026 |
| Gotham Asset Management, LLC | History | Added to | 116,511 | 3,052 | 0.01% | 0.0% | 295 | +83,799 | 256.17% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 116,229 | 3,045 | 0.78% | 0.62% | 296 | +30,610 | 35.75% | Q1 2026 | Apr 29, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 116,089 | 3,041 | 0.22% | 0.03% | 297 | +98,995 | 579.12% | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 113,741 | 2,980 | 0.07% | 0.07% | 298 | +12,912 | 12.81% | Q1 2026 | May 11, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 113,045 | 2,961 | 1.37% | 1.47% | 299 | +4,817 | 4.45% | Q1 2026 | Apr 16, 2026 |
| RMR Wealth Builders | History | Added to | 112,466 | 2,946 | 0.23% | 0.2% | 300 | +17,664 | 18.63% | Q1 2026 | Apr 22, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 110,659 | 2,899 | 1.65% | 1.44% | 301 | +14,082 | 14.58% | Q1 2026 | Apr 09, 2026 |
| MBL Wealth, LLC | History | Reduced | 109,925 | 2,880 | 0.22% | 0.65% | 302 | -192,346 | -63.63% | Q1 2026 | Apr 28, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 109,136 | 2,859 | 2.09% | 13.45% | 303 | -674,945 | -86.08% | Q1 2026 | May 05, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 107,960 | 2,828 | 2.78% | 2.83% | 304 | -355 | -0.33% | Q1 2026 | Apr 07, 2026 |
| Slagle Financial, LLC | History | Added to | 106,754 | 2,796 | 0.92% | 0.81% | 305 | +20,252 | 23.41% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 106,662 | 2,794 | 0.03% | 0.02% | 306 | +52,220 | 95.92% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 106,008 | 2,777 | 0.03% | 0.04% | 307 | +3,513 | 3.43% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 106,083 | 2,775 | 0.05% | 0.03% | 308 | +36,932 | 53.41% | Q1 2026 | May 14, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 105,449 | 2,762 | 0.28% | 0.25% | 309 | +32,750 | 45.05% | Q1 2026 | May 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 104,014 | 2,725 | 0.95% | — | 310 | +104,014 | New | Q1 2026 | Apr 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 103,926 | 2,722 | 0.33% | 0.03% | 311 | +94,588 | 1012.94% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 102,578 | 2,687 | 0.0% | 0.0% | 312 | +14,935 | 17.04% | Q1 2026 | May 14, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 101,736 | 2,665 | 1.56% | 1.44% | 313 | +8,479 | 9.09% | Q1 2026 | May 11, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 99,717 | 2,612 | 0.96% | 0.73% | 314 | +21,576 | 27.61% | Q1 2026 | May 04, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 99,467 | 2,606 | 1.85% | 1.7% | 315 | +6,359 | 6.83% | Q1 2026 | May 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 99,027 | 2,597 | 0.28% | 0.41% | 316 | -4,599 | -4.44% | Q1 2026 | Apr 10, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 98,787 | 2,588 | 1.71% | 1.83% | 317 | -2,023 | -2.01% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 98,344 | 2,576 | 0.28% | 0.24% | 318 | +12,427 | 14.46% | Q1 2026 | Apr 28, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 97,794 | 2,562 | 2.67% | 0.32% | 319 | +86,184 | 742.33% | Q1 2026 | Apr 23, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 97,686 | 2,559 | 4.03% | 3.1% | 320 | +32,772 | 50.49% | Q1 2026 | Apr 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 96,968 | 2,540 | 1.46% | 1.39% | 321 | +5,200 | 5.67% | Q1 2026 | Apr 08, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 96,816 | 2,536 | 1.26% | 1.13% | 322 | +12,476 | 14.79% | Q1 2026 | Apr 23, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 94,392 | 2,473 | 0.88% | 1.15% | 323 | -3,317 | -3.39% | Q1 2026 | Apr 22, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 93,524 | 2,450 | 0.68% | 0.66% | 324 | +722 | 0.78% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 93,313 | 2,444 | 0.26% | 0.16% | 325 | +36,968 | 65.61% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 91,262 | 2,391 | 0.01% | 0.01% | 326 | -9,726 | -9.63% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 90,514 | 2,371 | 0.06% | 0.07% | 327 | +9,492 | 11.72% | Q1 2026 | May 11, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 90,430 | 2,369 | 0.5% | 0.12% | 328 | +68,384 | 310.19% | Q1 2026 | Apr 13, 2026 |
| Menard Financial Group LLC | History | Added to | 90,254 | 2,364 | 1.65% | 1.63% | 329 | +1,147 | 1.29% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 89,570 | 2,346 | 0.14% | 0.14% | 330 | +4,959 | 5.86% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 89,477 | 2,344 | 0.14% | 0.14% | 331 | +1,066 | 1.21% | Q1 2026 | May 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 89,362 | 2,341 | 0.13% | 0.11% | 332 | +16,981 | 23.46% | Q1 2026 | Apr 30, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 88,559 | 2,321 | 0.17% | 0.13% | 333 | +8,603 | 10.76% | Q1 2026 | May 20, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 86,700 | 2,313 | 0.98% | 0.98% | 334 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 85,546 | 2,241 | 0.87% | 0.6% | 335 | +38,954 | 83.61% | Q1 2026 | Apr 22, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 84,434 | 2,212 | 1.27% | 1.23% | 336 | +9,917 | 13.31% | Q1 2026 | Apr 22, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 83,610 | 2,190 | 0.49% | 0.57% | 337 | -8,432 | -9.16% | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 82,582 | 2,163 | 0.03% | 0.02% | 338 | +26,500 | 47.25% | Q1 2026 | Apr 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 81,147 | 2,126 | 0.05% | 0.04% | 339 | +17,943 | 28.39% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 80,910 | 2,119 | 0.07% | 0.08% | 340 | -7,206 | -8.18% | Q1 2026 | May 13, 2026 |
| First Citizens Financial Corp | History | Added to | 80,557 | 2,110 | 1.0% | 0.72% | 341 | +25,733 | 46.94% | Q1 2026 | Apr 07, 2026 |
| L & S Advisors Inc | History | Added to | 79,904 | 2,093 | 0.26% | 0.19% | 342 | +1,113 | 1.41% | Q1 2026 | May 11, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 79,851 | 2,092 | 0.82% | 0.74% | 343 | +9,725 | 13.87% | Q1 2026 | May 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 76,621 | 2,007 | 0.37% | 0.37% | 344 | +3,529 | 4.83% | Q1 2026 | Apr 15, 2026 |
| Hyposwiss Advisors SA | History | No change | 76,635 | 2,007 | 1.98% | 2.01% | 345 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 75,580 | 1,980 | 0.01% | 0.01% | 346 | +10,660 | 16.42% | Q1 2026 | Apr 14, 2026 |
| PEOPLES BANK /OH | History | Added to | 73,985 | 1,938 | 1.19% | 1.17% | 347 | +3,019 | 4.25% | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | Added to | 73,907 | 1,936 | 0.54% | 0.57% | 348 | +1,403 | 1.94% | Q1 2026 | Apr 13, 2026 |
| Worth Asset Management, LLC | History | New | 73,652 | 1,929 | 0.72% | — | 350 | +73,652 | New | Q1 2026 | Apr 17, 2026 |
| ARWA LLC | History | Added to | 72,967 | 1,929 | 0.96% | 0.89% | 349 | +15,748 | 27.52% | Q1 2026 | Apr 13, 2026 |
| Sunpointe, LLC | History | New | 71,336 | 1,869 | 0.61% | — | 351 | +71,336 | New | Q1 2026 | Apr 21, 2026 |
| RMR Capital Management, LLC | History | Reduced | 71,316 | 1,868 | 1.35% | 1.38% | 352 | -707 | -0.98% | Q1 2026 | May 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 71,080 | 1,862 | 0.04% | 0.03% | 353 | +21,165 | 42.4% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 70,027 | 1,834 | 0.04% | 0.02% | 354 | +41,930 | 149.23% | Q1 2026 | Apr 15, 2026 |
| OneAscent Financial Services LLC | History | New | 69,811 | 1,829 | 0.1% | — | 355 | +69,811 | New | Q1 2026 | Apr 21, 2026 |
| ALTFEST L J & CO INC | History | Added to | 69,680 | 1,825 | 0.2% | 0.2% | 356 | +1,233 | 1.8% | Q1 2026 | Apr 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 66,824 | 1,782 | 0.14% | 0.14% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 67,168 | 1,759 | 0.16% | 0.11% | 358 | -391 | -0.58% | Q1 2026 | May 14, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 66,169 | 1,733 | 1.02% | 0.66% | 359 | +23,181 | 53.92% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 66,000 | 1,729 | 0.0% | 0.01% | 360 | -68,618 | -50.97% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 63,937 | 1,675 | 0.02% | 0.02% | 361 | +4,601 | 7.75% | Q1 2026 | Apr 20, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 63,828 | 1,672 | 0.7% | 0.23% | 362 | +43,894 | 220.2% | Q1 2026 | May 06, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 62,740 | 1,643 | 0.2% | 0.17% | 363 | +12,875 | 25.82% | Q1 2026 | Apr 23, 2026 |
| BENJAMIN EDWARDS INC | History | New | 61,689 | 1,616 | 0.02% | — | 364 | +61,689 | New | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 61,382 | 1,600 | 0.06% | 0.06% | 365 | -76 | -0.12% | Q1 2026 | May 15, 2026 |
| Element Wealth, LLC | History | Added to | 60,357 | 1,581 | 0.65% | 0.65% | 366 | +813 | 1.37% | Q1 2026 | May 04, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 60,014 | 1,572 | 0.57% | 0.56% | 367 | -1,642 | -2.66% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 59,834 | 1,567 | 0.01% | 0.01% | 368 | +3,376 | 5.98% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 59,599 | 1,561 | 0.0% | 0.0% | 369 | +18,556 | 45.21% | Q1 2026 | May 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 58,838 | 1,558 | 1.27% | 1.29% | 370 | +1,215 | 2.11% | Q1 2026 | Apr 30, 2026 |
| BHK Investment Advisors, LLC | History | No change | 59,210 | 1,551 | 0.52% | 0.52% | 371 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ergawealth Advisors, Inc. | History | New | 58,932 | 1,544 | 0.68% | — | 372 | +58,932 | New | Q1 2026 | Apr 27, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 58,124 | 1,522 | 0.03% | 0.03% | 373 | +4,500 | 8.39% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 57,278 | 1,500 | 0.2% | 0.14% | 374 | +17,494 | 43.97% | Q1 2026 | Apr 08, 2026 |
| Linscomb Wealth, Inc. | History | New | 57,089 | 1,495 | 0.07% | — | 375 | +57,089 | New | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 56,722 | 1,486 | 0.01% | 0.01% | 376 | +8,724 | 18.18% | Q1 2026 | May 08, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 56,538 | 1,481 | 0.54% | 0.09% | 377 | +46,996 | 492.52% | Q1 2026 | May 08, 2026 |
| Kercheville Advisors, LLC | History | Added to | 56,330 | 1,475 | 0.47% | 0.33% | 378 | +9,770 | 20.98% | Q1 2026 | Apr 20, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 56,167 | 1,471 | 0.55% | 0.51% | 379 | +5,337 | 10.5% | Q1 2026 | Apr 23, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 55,160 | 1,445 | 0.69% | 0.69% | 380 | -1,074 | -1.91% | Q1 2026 | Apr 27, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 54,300 | 1,422 | 1.7% | 1.37% | 381 | -4,700 | -7.97% | Q1 2026 | Apr 28, 2026 |
| FreeGulliver LLC | History | New | 54,124 | 1,418 | 0.6% | — | 382 | +54,124 | New | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Added to | 53,717 | 1,407 | 0.54% | 0.28% | 383 | +25,322 | 89.18% | Q1 2026 | May 05, 2026 |
| Evergreen Wealth Partners LLC | History | New | 53,521 | 1,402 | 1.07% | — | 384 | +53,521 | New | Q1 2026 | May 08, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 53,463 | 1,400 | 0.55% | 0.53% | 385 | +4,816 | 9.9% | Q1 2026 | May 01, 2026 |
| CRA Financial Services, LLC | History | Added to | 52,779 | 1,382 | 0.18% | 0.16% | 386 | +6,730 | 14.61% | Q1 2026 | Apr 09, 2026 |
| RDA Financial Network | History | Added to | 51,840 | 1,358 | 0.34% | 0.31% | 387 | +3,445 | 7.12% | Q1 2026 | Apr 08, 2026 |
| CGC Financial Services, LLC | History | Added to | 51,566 | 1,351 | 0.39% | 0.31% | 388 | +8,390 | 19.43% | Q1 2026 | Apr 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 51,544 | 1,350 | 0.1% | 0.09% | 389 | +11,912 | 30.06% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 50,484 | 1,346 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 50,621 | 1,326 | 0.68% | 0.81% | 391 | -20,954 | -29.28% | Q1 2026 | May 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 50,381 | 1,319 | 0.53% | 0.22% | 392 | +30,359 | 151.63% | Q1 2026 | Apr 21, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 50,314 | 1,318 | 0.51% | 0.54% | 393 | -1,884 | -3.61% | Q1 2026 | May 05, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 49,928 | 1,308 | 0.72% | 1.64% | 394 | -63,539 | -56.0% | Q1 2026 | Apr 28, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 48,871 | 1,280 | 0.47% | 0.03% | 395 | +45,282 | 1261.69% | Q1 2026 | May 11, 2026 |
| Opus Financial Solutions LLC | History | Added to | 48,823 | 1,279 | 1.2% | 1.09% | 396 | +5,380 | 12.38% | Q1 2026 | May 08, 2026 |
| BFSG, LLC | History | New | 48,560 | 1,272 | 0.12% | — | 397 | +48,560 | New | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 47,850 | 1,250 | 0.0% | 0.01% | 399 | +16,679 | 53.51% | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 47,744 | 1,250 | 0.06% | 0.06% | 398 | +6,456 | 15.64% | Q1 2026 | Apr 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 47,530 | 1,245 | 0.63% | 0.54% | 400 | +8,465 | 21.67% | Q1 2026 | May 15, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | New | 46,480 | 1,217 | 0.69% | — | 401 | +46,480 | New | Q1 2026 | Apr 24, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 46,028 | 1,205 | 0.18% | 9.19% | 402 | -2,173,148 | -97.93% | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 45,928 | 1,203 | 0.01% | 0.01% | 403 | +15,978 | 53.35% | Q1 2026 | May 11, 2026 |
| Nautilus Advisors LLC | History | Reduced | 45,758 | 1,198 | 0.82% | 0.97% | 404 | -9,927 | -17.83% | Q1 2026 | Apr 17, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 44,954 | 1,177 | 0.7% | 0.74% | 405 | +4,388 | 10.82% | Q1 2026 | May 14, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 44,016 | 1,153 | 0.22% | 0.22% | 406 | +520 | 1.2% | Q1 2026 | Apr 09, 2026 |
| SouthState Bank Corp | History | Added to | 43,397 | 1,137 | 0.05% | 0.04% | 407 | +6,664 | 18.14% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | New | 42,645 | 1,134 | 0.02% | — | 408 | +42,645 | New | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 42,849 | 1,122 | 0.04% | 0.04% | 409 | -810 | -1.86% | Q1 2026 | Apr 28, 2026 |
| Buck Wealth Strategies, LLC | History | New | 42,758 | 1,120 | 0.14% | — | 411 | +42,758 | New | Q1 2026 | May 08, 2026 |
| Oxinas Partners, LLC | History | Added to | 42,766 | 1,120 | 0.51% | 0.46% | 410 | +6,577 | 18.17% | Q1 2026 | Apr 10, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 41,076 | 1,082 | 0.07% | 0.29% | 412 | -111,256 | -73.04% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 41,202 | 1,079 | 0.19% | 0.06% | 413 | +29,647 | 256.57% | Q1 2026 | May 11, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 41,046 | 1,075 | 0.39% | 0.54% | 414 | +584 | 1.44% | Q1 2026 | May 12, 2026 |
| Crown Wealth Group, LLC | History | New | 40,968 | 1,073 | 0.32% | — | 415 | +40,968 | New | Q1 2026 | Apr 21, 2026 |
| Omnitrust Wealth Management, Inc | History | Added to | 40,452 | 1,059 | 1.37% | 1.33% | 416 | +1,215 | 3.1% | Q1 2026 | Apr 22, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 40,350 | 1,057 | 0.86% | 0.9% | 417 | -7,988 | -16.53% | Q1 2026 | May 13, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 40,223 | 1,053 | 0.46% | — | 418 | +40,223 | New | Q1 2026 | May 05, 2026 |
| Financial Connections Group, Inc. | History | Added to | 40,092 | 1,050 | 0.37% | 0.33% | 420 | +4,200 | 11.7% | Q1 2026 | May 01, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 40,095 | 1,050 | 1.06% | 1.06% | 419 | +842 | 2.15% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 39,614 | 1,037 | 0.26% | 0.24% | 421 | +4,851 | 13.95% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 39,384 | 1,031 | 0.11% | 0.07% | 422 | +14,512 | 58.35% | Q1 2026 | May 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 39,227 | 1,027 | 0.04% | 0.03% | 423 | +9,692 | 32.82% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 38,861 | 1,018 | 0.02% | 0.03% | 424 | -10,309 | -20.97% | Q1 2026 | Apr 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 38,754 | 1,015 | 0.51% | 0.24% | 425 | +21,890 | 129.8% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 37,447 | 981 | 0.05% | 0.05% | 426 | +5,141 | 15.91% | Q1 2026 | Apr 17, 2026 |
| Triad Wealth Partners, LLC | History | New | 37,405 | 980 | 0.08% | — | 428 | +37,405 | New | Q1 2026 | Apr 16, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 37,439 | 980 | 0.37% | 0.35% | 427 | +1,272 | 3.52% | Q1 2026 | May 18, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 37,115 | 972 | 0.14% | 0.14% | 429 | +1,755 | 4.96% | Q1 2026 | Apr 09, 2026 |
| BlackRock, Inc. | History | Added to | 36,502 | 956 | 0.0% | 0.0% | 430 | +9,918 | 37.31% | Q1 2026 | May 13, 2026 |
| Ruggaard & Associates LLC | History | No change | 34,739 | 926 | 0.36% | 0.36% | 431 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Objective Capital Management, LLC | History | Added to | 34,811 | 912 | 0.92% | 0.61% | 432 | +12,445 | 55.64% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 34,009 | 891 | 0.02% | 0.01% | 433 | +19,154 | 128.94% | Q1 2026 | May 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | New | 33,702 | 882 | 0.67% | — | 435 | +33,702 | New | Q1 2026 | Apr 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 33,024 | 882 | 1.14% | 1.14% | 434 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 33,229 | 870 | 0.06% | 0.04% | 436 | +13,757 | 70.65% | Q1 2026 | Apr 17, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 32,990 | 864 | 0.11% | 0.12% | 437 | -133 | -0.4% | Q1 2026 | Apr 09, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 32,640 | 855 | 0.12% | 0.11% | 438 | +2,898 | 9.74% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 31,856 | 842 | 0.14% | 0.16% | 439 | -4,534 | -12.46% | Q1 2026 | May 08, 2026 |
| Essex Bank | History | Added to | 31,652 | 829 | 0.18% | 0.16% | 440 | +4,708 | 17.47% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 31,600 | 827 | 0.01% | — | 442 | +31,600 | New | Q1 2026 | May 13, 2026 |
| Advisory Advocates, LLC | History | Added to | 31,602 | 827 | 0.84% | 0.35% | 441 | +18,290 | 137.39% | Q1 2026 | May 05, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 31,312 | 820 | 0.19% | 0.17% | 443 | +3,652 | 13.2% | Q1 2026 | May 14, 2026 |
| Financial Insights, Inc. | History | Added to | 30,607 | 801 | 0.26% | 0.27% | 444 | +957 | 3.23% | Q1 2026 | May 18, 2026 |
| Beckerman Institutional, LLC | History | No change | 30,350 | 795 | 0.42% | 0.45% | 445 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 30,172 | 790 | 0.16% | 0.14% | 446 | +6,537 | 27.66% | Q1 2026 | Apr 15, 2026 |
| First PREMIER Bank | History | Added to | 30,059 | 788 | 0.18% | 0.08% | 447 | +17,095 | 131.87% | Q1 2026 | Apr 20, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 30,067 | 787 | 0.16% | 0.18% | 448 | -304 | -1.0% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 29,878 | 782 | 0.0% | 0.0% | 449 | +12,895 | 75.93% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 29,878 | 782 | 0.01% | 0.01% | 450 | +4,404 | 17.29% | Q1 2026 | Apr 27, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 28,984 | 759 | 0.21% | 0.19% | 451 | +2,237 | 8.36% | Q1 2026 | May 11, 2026 |
| XY Planning Network, Inc. | History | New | 28,999 | 758 | 0.12% | — | 452 | +28,999 | New | Q1 2026 | Apr 14, 2026 |
| HB Wealth Management, LLC | History | New | 28,521 | 747 | 0.0% | — | 453 | +28,521 | New | Q1 2026 | Apr 27, 2026 |
| Beacon Capital Management, LLC | History | Added to | 28,339 | 742 | 0.13% | 0.05% | 454 | +16,085 | 131.26% | Q1 2026 | May 11, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 28,067 | 735 | 0.27% | 0.24% | 455 | +971 | 3.58% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | New | 28,049 | 734 | 0.02% | — | 456 | +28,049 | New | Q1 2026 | Apr 21, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 27,984 | 733 | 0.24% | 0.2% | 457 | +7,346 | 35.59% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 27,558 | 722 | 0.06% | 0.1% | 458 | -16,683 | -37.71% | Q1 2026 | Apr 30, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 27,309 | 715 | 0.15% | 0.21% | 459 | -10,780 | -28.3% | Q1 2026 | Apr 13, 2026 |
| Latitude Advisors, LLC | History | Added to | 27,185 | 712 | 0.33% | 0.22% | 460 | +8,116 | 42.56% | Q1 2026 | Apr 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 26,629 | 697 | 0.07% | 0.06% | 461 | +5,577 | 26.49% | Q1 2026 | Apr 15, 2026 |
| Manchester Capital Management LLC | History | No change | 26,597 | 696 | 0.1% | 0.1% | 462 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 25,789 | 675 | 0.03% | 0.03% | 463 | +4,859 | 23.22% | Q1 2026 | Apr 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 25,661 | 672 | 0.04% | 0.03% | 464 | +7,284 | 39.64% | Q1 2026 | Apr 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 25,473 | 667 | 0.08% | 0.14% | 465 | -19,684 | -43.59% | Q1 2026 | May 05, 2026 |
| Focus Financial Network, Inc. | History | New | 25,428 | 666 | 0.02% | — | 466 | +25,428 | New | Q1 2026 | Apr 14, 2026 |
| Sigma Planning Corp | History | Added to | 25,231 | 661 | 0.02% | 0.01% | 467 | +16,774 | 198.34% | Q1 2026 | May 04, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 24,910 | 652 | 0.14% | 0.16% | 468 | -2,373 | -8.7% | Q1 2026 | May 08, 2026 |
| Strategic Blueprint, LLC | History | Added to | 24,858 | 651 | 0.04% | 0.04% | 469 | +816 | 3.39% | Q1 2026 | Apr 29, 2026 |
| ACT Advisors, LLC. | History | Added to | 24,562 | 643 | 0.27% | 0.18% | 470 | +7,647 | 45.21% | Q1 2026 | Apr 14, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 24,537 | 642 | 0.33% | 3.35% | 471 | -203,761 | -89.25% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | No change | 24,389 | 638 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 24,303 | 636 | 0.03% | — | 473 | +24,303 | New | Q1 2026 | May 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 23,963 | 627 | 0.13% | 0.17% | 474 | -6,008 | -20.05% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 23,702 | 620 | 0.02% | 0.02% | 475 | +8,258 | 53.47% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 23,691 | 620 | 0.01% | 0.01% | 476 | +8,112 | 52.07% | Q1 2026 | May 01, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 23,460 | 614 | 0.36% | — | 478 | +23,460 | New | Q1 2026 | Apr 07, 2026 |
| Concord Wealth Partners | History | Reduced | 23,442 | 614 | 0.08% | 0.1% | 477 | -6,219 | -20.97% | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 23,349 | 611 | 0.04% | 0.02% | 480 | +14,325 | 158.74% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 23,354 | 611 | 0.01% | 0.01% | 479 | +6,768 | 40.81% | Q1 2026 | Apr 23, 2026 |
| Advyzon Investment Management, LLC | History | New | 23,233 | 608 | 0.05% | — | 481 | +23,233 | New | Q1 2026 | May 12, 2026 |
| Constant Guidance Financial LLC | History | Reduced | 23,120 | 605 | 0.42% | 2.63% | 482 | -116,990 | -83.5% | Q1 2026 | May 15, 2026 |
| DECISION INVESTMENTS, INC | History | Added to | 23,010 | 602 | 0.68% | 0.66% | 483 | +370 | 1.63% | Q1 2026 | Apr 21, 2026 |
| TD Capital Management LLC | History | Added to | 22,563 | 591 | 0.05% | 0.05% | 484 | +1,798 | 8.66% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 22,302 | 584 | 0.03% | 0.03% | 485 | -592 | -2.59% | Q1 2026 | May 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 22,228 | 582 | 0.11% | 0.12% | 486 | +1,159 | 5.5% | Q1 2026 | May 15, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | New | 22,300 | 581 | 0.51% | — | 487 | +22,300 | New | Q1 2026 | May 07, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 21,970 | 575 | 0.01% | — | 488 | +21,970 | New | Q1 2026 | May 15, 2026 |
| Peak Asset Management, LLC | History | Added to | 21,913 | 574 | 0.1% | 0.07% | 489 | +7,247 | 49.41% | Q1 2026 | May 14, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 21,886 | 573 | 0.32% | 0.29% | 490 | +2,632 | 13.67% | Q1 2026 | Apr 16, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 21,626 | 566 | 0.49% | 0.25% | 491 | +10,770 | 99.21% | Q1 2026 | May 07, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 21,621 | 566 | 0.47% | 0.44% | 492 | +2,383 | 12.39% | Q1 2026 | Apr 29, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 21,492 | 563 | 0.14% | 0.13% | 493 | +2,215 | 11.49% | Q1 2026 | May 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 21,282 | 557 | 0.02% | 0.02% | 494 | +2,485 | 13.22% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 21,210 | 555 | 0.0% | 0.0% | 495 | +9,982 | 88.9% | Q1 2026 | May 14, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 21,124 | 553 | 0.37% | 0.38% | 496 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 20,722 | 542 | 0.01% | 0.01% | 497 | +5,257 | 33.99% | Q1 2026 | May 11, 2026 |
| AWM CAPITAL, LLC | History | New | 20,000 | 524 | 0.05% | — | 499 | +20,000 | New | Q1 2026 | May 12, 2026 |
| Summa Corp. | History | Added to | 20,000 | 524 | 0.22% | 0.15% | 498 | +7,000 | 53.85% | Q1 2026 | Apr 30, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 19,905 | 521 | 0.09% | 0.08% | 500 | +4,171 | 26.51% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 19,498 | 520 | 0.04% | 0.04% | 501 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Reduced | 19,699 | 511 | 0.03% | 0.03% | 502 | -4,487 | -18.55% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 19,166 | 511 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CVFG LLC | History | New | 19,500 | 510 | 0.06% | — | 504 | +19,500 | New | Q1 2026 | Apr 29, 2026 |
| Independent Wealth Network Inc. | History | New | 19,394 | 508 | 0.15% | — | 505 | +19,394 | New | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 19,295 | 505 | 0.0% | 0.0% | 506 | +11,702 | 154.12% | Q1 2026 | May 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 18,968 | 495 | 0.07% | 0.06% | 507 | +1,011 | 5.63% | Q1 2026 | Apr 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 18,882 | 494 | 0.2% | 0.15% | 508 | +3,163 | 20.12% | Q1 2026 | Apr 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 18,712 | 490 | 0.01% | — | 509 | +18,712 | New | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 18,719 | 489 | 0.02% | 0.0% | 510 | +16,056 | 602.93% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 18,261 | 478 | 0.04% | 0.02% | 511 | +7,501 | 69.71% | Q1 2026 | Apr 22, 2026 |
| Argyle Capital Partners, LLC | History | New | 18,016 | 472 | 0.34% | — | 512 | +18,016 | New | Q1 2026 | May 07, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 17,914 | 469 | 0.43% | 0.33% | 513 | +4,529 | 33.84% | Q1 2026 | Apr 23, 2026 |
| Bison Wealth, LLC | History | New | 17,592 | 463 | 0.04% | — | 514 | +17,592 | New | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 17,432 | 456 | 0.04% | 0.21% | 515 | -78,345 | -81.8% | Q1 2026 | May 06, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 17,224 | 451 | 0.3% | 0.3% | 516 | +455 | 2.71% | Q1 2026 | May 07, 2026 |
| Fortitude Financial, LLC | History | Added to | 16,532 | 433 | 0.23% | 0.34% | 517 | +1,722 | 11.63% | Q1 2026 | Apr 23, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 16,485 | 431 | 0.19% | — | 518 | +16,485 | New | Q1 2026 | Apr 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 16,275 | 426 | 0.01% | — | 520 | +16,275 | New | Q1 2026 | May 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 16,280 | 426 | 0.07% | 0.09% | 519 | -3,326 | -16.96% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 16,050 | 420 | 0.02% | — | 521 | +16,050 | New | Q1 2026 | Apr 15, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 15,648 | 409 | 0.12% | 0.12% | 522 | -376 | -2.35% | Q1 2026 | Apr 22, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 15,347 | 402 | 0.04% | 0.04% | 523 | -204 | -1.31% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 15,276 | 400 | 0.01% | 0.01% | 524 | -836 | -5.19% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 15,230 | 399 | 0.0% | 0.0% | 525 | +2,383 | 18.55% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,154 | 397 | 0.0% | 0.0% | 526 | -5,131 | -25.29% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 15,047 | 394 | 0.01% | 0.01% | 527 | +561 | 3.87% | Q1 2026 | May 14, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 14,875 | 389 | 0.4% | 0.42% | 528 | +2 | 0.01% | Q1 2026 | Apr 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 14,651 | 383 | 0.11% | 0.11% | 529 | -98 | -0.66% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | New | 14,556 | 381 | 0.0% | — | 530 | +14,556 | New | Q1 2026 | May 13, 2026 |
| Register Financial Advisors LLC | History | No change | 14,282 | 374 | 0.14% | 0.15% | 531 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advisor Resource Council | History | Reduced | 14,198 | 371 | 0.12% | 0.17% | 532 | -3,979 | -21.89% | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | New | 13,842 | 362 | 0.02% | — | 533 | +13,842 | New | Q1 2026 | May 08, 2026 |
| Hilltop Partners LLC | History | Added to | 13,733 | 359 | 0.09% | 0.07% | 534 | +3,488 | 34.05% | Q1 2026 | May 12, 2026 |
| Asset One Wealth Management LLC | History | New | 13,507 | 358 | 0.04% | — | 535 | +13,507 | New | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | New | 13,547 | 354 | 0.0% | — | 536 | +13,547 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 13,498 | 353 | 0.02% | 0.92% | 537 | -534,913 | -97.54% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,121 | 344 | 0.0% | 0.04% | 538 | -814,400 | -98.41% | Q1 2026 | May 01, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 13,031 | 344 | 0.01% | 0.01% | 539 | +1,286 | 10.95% | Q1 2026 | May 11, 2026 |
| Edge Financial Advisors LLC | History | No change | 12,778 | 340 | 0.14% | 0.14% | 540 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BCI SECURITIES, INC. | History | New | 12,721 | 333 | 3.28% | — | 541 | +12,721 | New | Q1 2026 | May 08, 2026 |
| Kozak & Associates, Inc. | History | Added to | 12,276 | 325 | 0.06% | 0.04% | 542 | +3,728 | 43.61% | Q1 2026 | Apr 14, 2026 |
| Westmount Partners, LLC | History | New | 12,380 | 324 | 0.08% | — | 543 | +12,380 | New | Q1 2026 | Apr 16, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 12,133 | 317 | 0.11% | 0.12% | 544 | +158 | 1.32% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,066 | 316 | 0.01% | 0.01% | 545 | +4,464 | 58.72% | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | Added to | 12,060 | 315 | 0.04% | 0.04% | 546 | +968 | 8.73% | Q1 2026 | Apr 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 11,956 | 313 | 0.05% | 0.06% | 547 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 11,945 | 312 | 0.06% | 0.12% | 548 | -9,770 | -44.99% | Q1 2026 | Apr 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 11,939 | 312 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | New | 11,455 | 300 | 0.0% | — | 550 | +11,455 | New | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 11,231 | 297 | 0.02% | 0.03% | 551 | -2,456 | -17.94% | Q1 2026 | May 01, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 11,284 | 295 | 0.03% | 0.02% | 552 | +3,078 | 37.51% | Q1 2026 | Apr 09, 2026 |
| Hershey Financial Advisers, LLC | History | New | 11,147 | 292 | 0.25% | — | 553 | +11,147 | New | Q1 2026 | May 06, 2026 |
| Winthrop Advisory Group LLC | History | New | 11,069 | 290 | 0.02% | — | 554 | +11,069 | New | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | Added to | 10,679 | 279 | 0.0% | 0.01% | 555 | +306 | 2.95% | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 10,359 | 276 | 0.2% | 0.2% | 556 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 10,250 | 268 | 0.25% | 0.22% | 557 | +1,897 | 22.71% | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 10,132 | 265 | 0.02% | 0.02% | 558 | -1,772 | -14.89% | Q1 2026 | Apr 09, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 9,899 | 259 | 0.09% | — | 559 | +9,899 | New | Q1 2026 | May 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 9,871 | 258 | 0.0% | — | 560 | +9,871 | New | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Added to | 9,815 | 257 | 0.21% | 0.11% | 561 | +2,585 | 35.75% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 9,772 | 256 | 0.0% | 0.0% | 562 | -4,133 | -29.72% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 9,655 | 252 | 0.02% | 0.02% | 563 | +536 | 5.88% | Q1 2026 | May 07, 2026 |
| Goldstein Advisors, LLC | History | Added to | 9,588 | 251 | 0.03% | 0.03% | 564 | +54 | 0.57% | Q1 2026 | Apr 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 9,539 | 249 | 0.07% | 0.09% | 565 | -1,774 | -15.68% | Q1 2026 | Apr 30, 2026 |
| Oak Grove Capital LLC | History | New | 9,500 | 248 | 0.02% | — | 566 | +9,500 | New | Q1 2026 | May 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 9,328 | 244 | 0.17% | — | 567 | +9,328 | New | Q1 2026 | May 07, 2026 |
| MBA Advisors LLC | History | New | 9,245 | 242 | 0.09% | — | 568 | +9,245 | New | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 9,208 | 241 | 0.03% | — | 569 | +9,208 | New | Q1 2026 | Apr 23, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 9,071 | 237 | 0.05% | 0.06% | 570 | -516 | -5.38% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 8,635 | 226 | 0.0% | 0.0% | 571 | +1,004 | 13.16% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,579 | 224 | 0.0% | 0.01% | 572 | -9,508 | -52.57% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 8,442 | 221 | 0.01% | 0.03% | 573 | -26,338 | -75.73% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | New | 8,373 | 219 | 0.09% | — | 574 | +8,373 | New | Q1 2026 | Apr 22, 2026 |
| Elevation Advisory Partners LLC | History | New | 8,157 | 219 | 0.2% | — | 575 | +8,157 | New | Q1 2026 | May 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 8,339 | 218 | 0.01% | — | 576 | +8,339 | New | Q1 2026 | May 21, 2026 |
| Clarus Wealth Advisors | History | No change | 8,284 | 217 | 0.09% | 0.09% | 577 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 8,238 | 215 | 0.09% | 0.1% | 578 | -1,530 | -15.66% | Q1 2026 | Apr 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 8,185 | 214 | 0.06% | — | 579 | +8,185 | New | Q1 2026 | May 06, 2026 |
| PW Nova Financial Services LLC | History | New | 8,000 | 209 | 0.05% | — | 581 | +8,000 | New | Q1 2026 | Apr 15, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 8,005 | 209 | 0.07% | 0.07% | 580 | -611 | -7.09% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | Reduced | 7,840 | 205 | 0.02% | 0.7% | 582 | -312,400 | -97.55% | Q1 2026 | Apr 16, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 7,624 | 202 | 0.13% | 0.14% | 583 | +12 | 0.16% | Q1 2026 | Apr 16, 2026 |
| Clayton Financial Group LLC | History | Reduced | 7,680 | 201 | 0.1% | 0.11% | 584 | -538 | -6.55% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7,550 | 197 | 0.03% | 0.03% | 585 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 7,252 | 190 | 0.04% | 0.09% | 586 | -5,630 | -43.7% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,987 | 183 | 0.0% | 0.0% | 587 | -1,159 | -14.23% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,313 | 165 | 0.01% | 0.01% | 588 | -93 | -1.45% | Q1 2026 | Apr 14, 2026 |
| Northwest Capital Management Inc | History | No change | 5,910 | 157 | 0.68% | 0.68% | 589 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 5,375 | 140 | 0.13% | 0.06% | 590 | +3,262 | 154.38% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,270 | 138 | 0.01% | 0.01% | 591 | +263 | 5.25% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 5,108 | 133 | 0.03% | 0.03% | 592 | +11 | 0.22% | Q1 2026 | May 06, 2026 |
| GGM Financial LLC | History | Added to | 4,833 | 126 | 0.06% | 0.03% | 594 | +2,816 | 139.61% | Q1 2026 | May 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 4,832 | 126 | 0.03% | 0.03% | 593 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,103 | 109 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 4,099 | 107 | 0.05% | 0.02% | 596 | +2,529 | 161.08% | Q1 2026 | May 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 3,794 | 99 | 0.01% | 0.0% | 597 | +1,865 | 96.68% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Co / SC | History | No change | 3,800 | 99 | 0.01% | 0.01% | 598 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Signature Equity Partners, LLC | History | Added to | 3,359 | 88 | 0.05% | 0.04% | 599 | +428 | 14.6% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | New | 2,761 | 72 | 0.0% | — | 600 | +2,761 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,571 | 67 | 0.0% | 0.0% | 601 | +2,470 | 2445.54% | Q1 2026 | May 01, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 2,528 | 66 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 2,511 | 65 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,394 | 62 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MTM Investment Management, LLC | History | No change | 2,265 | 59 | 0.02% | 0.02% | 605 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 2,096 | 54 | 0.0% | 0.0% | 606 | +171 | 8.88% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,989 | 53 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,890 | 49 | 0.04% | 0.04% | 608 | -16 | -0.84% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,500 | 39 | 0.0% | 0.0% | 609 | +1,325 | 757.14% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1,203 | 31 | 0.0% | — | 611 | +1,203 | New | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | New | 1,203 | 31 | 0.0% | — | 612 | +1,203 | New | Q1 2026 | May 08, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,211 | 31 | 0.0% | 0.0% | 610 | +79 | 6.98% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 1,177 | 30 | 0.0% | — | 613 | +1,177 | New | Q1 2026 | Apr 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,134 | 29 | 0.01% | 0.01% | 614 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,060 | 27 | 0.02% | 0.03% | 615 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,000 | 26 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Networth Advisors, LLC | History | Reduced | 959 | 25 | 0.02% | 0.03% | 617 | -331 | -25.66% | Q1 2026 | Apr 22, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 826 | 21 | 0.01% | 0.28% | 619 | -26,283 | -96.95% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 826 | 21 | 0.01% | 0.01% | 620 | -64 | -7.19% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 824 | 21 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | New | 754 | 19 | 0.0% | — | 623 | +754 | New | Q1 2026 | May 07, 2026 |
| Pacifica Partners Inc. | History | New | 733 | 19 | 0.01% | — | 622 | +733 | New | Q1 2026 | Apr 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 752 | 19 | 0.0% | 0.0% | 621 | +691 | 1132.79% | Q1 2026 | May 15, 2026 |
| RHL GROUP, LLC | History | New | 706 | 18 | 0.02% | — | 624 | +706 | New | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 670 | 17 | 0.01% | — | 626 | +670 | New | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 634 | 17 | 0.01% | 0.01% | 625 | -197 | -23.71% | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 594 | 15 | 0.0% | 0.0% | 627 | +7 | 1.19% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | New | 572 | 14 | 0.0% | — | 628 | +572 | New | Q1 2026 | Apr 24, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 479 | 12 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 367 | 9 | 0.0% | 0.0% | 630 | +1 | 0.27% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 319 | 8 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 300 | 7 | 0.0% | 0.01% | 632 | -285 | -48.72% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 210 | 6 | 0.0% | 0.0% | 633 | -567 | -72.97% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 235 | 6 | 0.0% | — | 634 | +235 | New | Q1 2026 | May 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 212 | 5 | 0.01% | — | 636 | +212 | New | Q1 2026 | Apr 29, 2026 |
| Vision Retirement, LLC | History | New | 198 | 5 | 0.0% | — | 635 | +198 | New | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 155 | 4 | 0.0% | 0.0% | 637 | -309 | -66.59% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Reduced | 98 | 2 | 0.0% | 0.0% | 638 | -823 | -89.36% | Q1 2026 | May 06, 2026 |
| Key Capital Management, INC | History | Reduced | 45 | 1 | 0.0% | 0.01% | 641 | -371 | -89.18% | Q1 2026 | May 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 66 | 1 | 0.0% | — | 643 | +66 | New | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | New | 58 | 1 | 0.0% | — | 644 | +58 | New | Q1 2026 | Apr 10, 2026 |
| Versant Capital Management, Inc | History | New | 42 | 1 | 0.0% | — | 642 | +42 | New | Q1 2026 | Apr 06, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 76 | 1 | 0.0% | 0.0% | 640 | -32 | -29.63% | Q1 2026 | Apr 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -5,214,505 | -100.0% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 2.44% | — | -1,948,900 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Vigilare Wealth Management | History | Closed out | 0 | 0 | — | 12.01% | — | -1,338,450 | -100.0% | Q1 2026 | Apr 01, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.92% | — | -385,409 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Guided Capital Wealth Management, LLC | History | Closed out | 0 | 0 | — | 6.17% | — | -330,214 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WJ Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.79% | — | -153,176 | -100.0% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -140,554 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -138,716 | -100.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,123 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,210 | -100.0% | Q1 2026 | Apr 29, 2026 |
| White Lighthouse Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -14,310 | -100.0% | Q1 2026 | May 14, 2026 |
| Old North State Trust, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -12,597 | -100.0% | Q1 2026 | May 13, 2026 |
| JSF Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,698 | -100.0% | Q1 2026 | May 07, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,848 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,210 | -100.0% | Q1 2026 | May 01, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,637 | -100.0% | Q1 2026 | May 12, 2026 |
| Flagship Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,374 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,898 | -100.0% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -2,613 | -100.0% | Q1 2026 | Apr 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,285 | -100.0% | Q1 2026 | May 13, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -914 | -100.0% | Q1 2026 | May 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -458 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |