Invesco Exchange-Traded Fund Trust II - QQQM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Reduced | 11,197,565 | 2,660,765 | 0.41% | 0.45% | 1 | -456,082 | -3.91% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 10,531,283 | 2,502,443 | 0.66% | 0.74% | 2 | -199,208 | -1.86% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,387,215 | 1,755,350 | 0.47% | 0.55% | 3 | +7,046 | 0.1% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 4,764,517 | 1,132,144 | 7.63% | 8.37% | 4 | +16,845 | 0.35% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 4,134,354 | 982,405 | 0.06% | 0.07% | 5 | -232,846 | -5.33% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,694,937 | 877,990 | 0.54% | 0.59% | 6 | +30,739 | 0.84% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,415,137 | 790,987 | 0.38% | 0.43% | 7 | +635,757 | 22.87% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,189,189 | 757,815 | 0.23% | 0.23% | 8 | +252,193 | 8.59% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,748,266 | 655,869 | 0.15% | 0.14% | 9 | +270,510 | 10.92% | Q1 2026 | May 15, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | Added to | 2,691,000 | 639,435 | 4.92% | 4.89% | 10 | +57,000 | 2.16% | Q1 2026 | Apr 28, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 2,576,146 | 612,143 | 6.71% | 6.0% | 11 | +520,102 | 25.3% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,235,446 | 531,186 | 0.31% | 0.31% | 12 | -28,715 | -1.27% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 2,217,040 | 526,813 | 0.56% | 0.58% | 13 | +120,112 | 5.73% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 2,080,865 | 494,455 | 0.03% | 0.03% | 14 | +140,106 | 7.22% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,942,336 | 461,537 | 3.91% | 4.35% | 15 | -194,437 | -9.1% | Q1 2026 | May 11, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | New | 1,799 | 427,478 | 4.8% | — | 16 | +1,799 | New | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,743,076 | 414,189 | 0.07% | 0.05% | 17 | +456,274 | 35.46% | Q1 2026 | May 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 1,500,663 | 356,588 | 2.15% | 4.53% | 18 | -1,276,000 | -45.95% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,175,381 | 279,293 | 0.39% | 0.38% | 19 | +48,414 | 4.3% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,170,927 | 278,235 | 0.02% | 0.02% | 20 | -21,633 | -1.81% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,007,267 | 239,430 | 0.35% | 0.4% | 21 | -78,260 | -7.21% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,003,302 | 238,569 | 7.6% | 8.25% | 22 | +69,141 | 7.4% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 895,507 | 212,790 | 1.0% | 1.08% | 23 | -8,570 | -0.95% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Added to | 886,351 | 210,614 | 0.04% | 0.04% | 24 | +50,421 | 6.03% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 852,166 | 204,136 | 0.42% | 0.41% | 25 | -319,739 | -27.28% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | Added to | 841,158 | 199,875 | 2.14% | 0.14% | 26 | +817,611 | 3472.25% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 840,539 | 199,728 | 0.03% | 0.02% | 27 | +410,439 | 95.43% | Q1 2026 | May 12, 2026 |
| Norinchukin Bank, The | History | Added to | 823,000 | 195,561 | 2.28% | 1.14% | 28 | +436,000 | 112.66% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 821,445 | 195,191 | 1.03% | 0.76% | 29 | +243,100 | 42.03% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 803,930 | 191,029 | 0.12% | 0.12% | 30 | -11,554 | -1.42% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 746,482 | 177,378 | 0.25% | 0.18% | 31 | +254,292 | 51.67% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 739,839 | 175,800 | 0.03% | 0.03% | 32 | -18,419 | -2.43% | Q1 2026 | May 05, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 613,454 | 154,117 | 11.31% | 11.15% | 33 | +25,490 | 4.34% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 559,434 | 132,932 | 0.01% | 0.01% | 34 | +81,834 | 17.13% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 497,553 | 118,228 | 0.14% | 0.14% | 35 | +40,254 | 8.8% | Q1 2026 | May 13, 2026 |
| Main Management Fund Advisors LLC | History | Added to | 1,059,100 | 117,412 | 9.86% | 9.9% | 36 | +629,900 | 146.76% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 480,372 | 114,150 | 0.12% | 0.11% | 37 | +96,332 | 25.08% | Q1 2026 | May 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 441,361 | 111,629 | 5.41% | 5.28% | 38 | -2,033 | -0.46% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 443,314 | 105,340 | 0.27% | 0.26% | 39 | +55,298 | 14.25% | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 441,718 | 104,961 | 3.88% | 3.86% | 40 | -933 | -0.21% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 438,348 | 104,160 | 1.43% | 1.39% | 41 | +54,252 | 14.12% | Q1 2026 | Apr 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 424,408 | 97,558 | 0.08% | 0.08% | 42 | +8,667 | 2.08% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 404,800 | 96,188 | 0.02% | 0.01% | 43 | +192,800 | 90.94% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Reduced | 402,000 | 95,523 | 0.77% | 0.79% | 44 | -15,000 | -3.6% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 390,837 | 92,870 | 0.26% | 0.27% | 45 | -48,479 | -11.04% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 386,700 | 91,887 | 0.07% | 0.01% | 46 | +361,700 | 1446.8% | Q1 2026 | May 15, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 377,396 | 89,676 | 16.47% | 1.8% | 47 | +340,575 | 924.95% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 359,351 | 85,389 | 0.1% | 0.1% | 48 | +31,540 | 9.62% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 354,132 | 84,148 | 0.22% | 0.23% | 49 | +16,182 | 4.79% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 344,553 | 81,872 | 1.04% | 1.27% | 50 | +2,324 | 0.68% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 290,204 | 81,436 | 10.87% | 10.55% | 51 | +30,808 | 11.88% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 317,576 | 75,462 | 0.6% | 0.87% | 52 | +29,283 | 10.16% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 312,615 | 74,283 | 2.71% | 3.31% | 53 | +28,257 | 9.94% | Q1 2026 | May 19, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 286,321 | 72,411 | 0.47% | 0.52% | 54 | -16,084 | -5.32% | Q1 2026 | May 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 300,039 | 71,295 | 8.31% | 9.69% | 55 | +1,352 | 0.45% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 291,465 | 69,257 | 0.32% | 0.22% | 56 | +5,707 | 2.0% | Q1 2026 | May 14, 2026 |
| Paragon Advisors, LLC | History | Added to | 287,831 | 68,394 | 18.44% | 18.53% | 57 | +18,183 | 6.74% | Q1 2026 | May 04, 2026 |
| Gradient Investments LLC | History | Added to | 279,062 | 66,310 | 1.03% | 1.06% | 58 | +15,010 | 5.68% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 266,867 | 63,412 | 2.44% | 2.68% | 59 | +2,733 | 1.03% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 263,368 | 62,581 | 0.24% | 0.26% | 60 | +10,972 | 4.35% | Q1 2026 | Apr 30, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 263,000 | 62,494 | 6.9% | 8.29% | 61 | -120,000 | -31.33% | Q1 2026 | May 07, 2026 |
| One Day In July LLC | History | Added to | 261,249 | 62,078 | 4.97% | 5.18% | 62 | +12,008 | 4.82% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 259,607 | 61,687 | 0.14% | 0.12% | 63 | +47,597 | 22.45% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 227,469 | 54,051 | 0.23% | 0.24% | 64 | +1,988 | 0.88% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 226,706 | 53,869 | 0.03% | 0.04% | 65 | -83,092 | -26.82% | Q1 2026 | May 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 222,614 | 52,897 | 0.07% | 0.07% | 66 | +11,817 | 5.61% | Q1 2026 | Apr 27, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 220,323 | 52,353 | 2.33% | 1.41% | 67 | +96,049 | 77.29% | Q1 2026 | May 05, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 217,138 | 51,596 | 17.75% | 19.03% | 68 | +4,804 | 2.26% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 216,296 | 51,396 | 0.01% | 0.02% | 69 | -277,670 | -56.21% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 223,502 | 51,376 | 0.0% | 0.0% | 70 | +90,277 | 67.76% | Q1 2026 | May 13, 2026 |
| Rolek Wealth Management LLC | History | Added to | 215,245 | 51,146 | 36.69% | 5.21% | 71 | +185,181 | 615.96% | Q1 2026 | Apr 22, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 213,731 | 50,786 | 5.56% | 9.96% | 72 | -19,630 | -8.41% | Q1 2026 | May 07, 2026 |
| Whelan Financial | History | Added to | 213,128 | 50,643 | 15.72% | 16.66% | 73 | +2,327 | 1.1% | Q1 2026 | Apr 24, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 201,639 | 47,913 | 2.7% | 3.36% | 74 | +4,549 | 2.31% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 201,037 | 47,770 | 0.09% | 0.08% | 75 | +26,957 | 15.49% | Q1 2026 | May 14, 2026 |
| ALTFEST L J & CO INC | History | Added to | 194,905 | 46,313 | 4.95% | 5.35% | 76 | +1,746 | 0.9% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 193,372 | 45,949 | 0.09% | 0.1% | 77 | -23,408 | -10.8% | Q1 2026 | May 01, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 187,473 | 44,547 | 4.55% | 4.69% | 78 | +6,216 | 3.43% | Q1 2026 | May 07, 2026 |
| Main Management LLC | History | Reduced | 186,163 | 44,236 | 3.22% | 3.51% | 79 | -6,482 | -3.36% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 179,046 | 42,544 | 0.58% | 0.45% | 80 | +54,688 | 43.98% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 176,266 | 41,884 | 0.48% | 0.49% | 81 | +3,401 | 1.97% | Q1 2026 | Apr 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 174,496 | 41,463 | 0.01% | 0.51% | 82 | -546,910 | -75.81% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 168,823 | 40,115 | 0.02% | 0.02% | 83 | +21,344 | 14.47% | Q1 2026 | May 15, 2026 |
| Verde Capital Management | History | Added to | 165,987 | 39,441 | 8.43% | 8.32% | 84 | +11,647 | 7.55% | Q1 2026 | Apr 17, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 159,278 | 37,847 | 2.83% | 2.92% | 85 | +6,913 | 4.54% | Q1 2026 | May 05, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 157,863 | 37,511 | 9.91% | 10.29% | 86 | +11,148 | 7.6% | Q1 2026 | Apr 21, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 155,379 | 36,921 | 5.14% | 5.57% | 87 | -468 | -0.3% | Q1 2026 | May 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 145,552 | 36,743 | 5.7% | 5.7% | 88 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 154,458 | 36,702 | 2.83% | 3.13% | 89 | -7,226 | -4.47% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 152,725 | 36,290 | 0.09% | 0.05% | 90 | +81,300 | 113.83% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 152,480 | 36,250 | 0.11% | 0.12% | 91 | -18,195 | -10.66% | Q1 2026 | May 14, 2026 |
| EdgeRock Capital LLC | History | Reduced | 152,199 | 36,199 | 9.8% | 10.41% | 92 | -2,379 | -1.54% | Q1 2026 | Apr 16, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 149,033 | 35,852 | 6.37% | 6.16% | 93 | -138 | -0.09% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 150,786 | 35,823 | 0.04% | 0.04% | 94 | +11,016 | 7.88% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 149,900 | 35,619 | 3.51% | 3.69% | 95 | +4,491 | 3.09% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 149,843 | 35,605 | 0.19% | 0.28% | 96 | -53,716 | -26.39% | Q1 2026 | May 05, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 147,234 | 34,985 | 1.9% | 1.94% | 97 | +1,498 | 1.03% | Q1 2026 | May 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 147,205 | 34,978 | 3.32% | 4.34% | 98 | -39,533 | -21.17% | Q1 2026 | Apr 27, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 146,787 | 34,877 | 1.68% | 1.84% | 99 | -2,162 | -1.45% | Q1 2026 | Apr 09, 2026 |
| 360 Financial, Inc. | History | Reduced | 143,582 | 34,118 | 10.28% | 11.02% | 100 | -542 | -0.38% | Q1 2026 | May 07, 2026 |
| KPP Advisory Services LLC | History | Added to | 142,992 | 33,977 | 4.93% | 4.72% | 101 | +14,419 | 11.21% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 142,718 | 33,912 | 0.17% | 0.19% | 102 | +2,663 | 1.9% | Q1 2026 | May 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 141,851 | 33,706 | 2.21% | 2.23% | 103 | +2,537 | 1.82% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 141,616 | 33,650 | 1.08% | 0.61% | 104 | +2,742 | 1.97% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 141,222 | 33,557 | 0.16% | 0.19% | 105 | -1,279 | -0.9% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 138,415 | 33,297 | 0.31% | 0.23% | 106 | +52,684 | 61.45% | Q1 2026 | Apr 07, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 139,872 | 33,236 | 4.3% | 4.58% | 107 | -1,841 | -1.3% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 135,829 | 32,275 | 0.25% | 0.12% | 108 | +69,760 | 105.59% | Q1 2026 | May 11, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 135,246 | 32,137 | 8.49% | 9.22% | 109 | +4,333 | 3.31% | Q1 2026 | Apr 15, 2026 |
| Stewardship Advisors, LLC | History | Added to | 134,325 | 31,918 | 7.33% | 7.83% | 110 | +432 | 0.32% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 134,065 | 31,857 | 0.04% | 0.03% | 111 | +60,819 | 83.03% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 133,367 | 31,690 | 3.79% | 3.94% | 112 | +166 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 130,761 | 31,072 | 0.08% | 0.06% | 113 | +20,761 | 18.87% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 130,252 | 30,952 | 0.03% | 0.03% | 114 | +6,491 | 5.24% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 120,329 | 30,433 | 0.54% | 0.54% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 127,215 | 30,229 | 1.8% | 1.88% | 116 | +1,942 | 1.55% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 125,595 | 29,843 | 0.32% | 0.25% | 117 | +39,661 | 46.15% | Q1 2026 | Apr 20, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 124,413 | 29,563 | 5.52% | 0.66% | 118 | +110,581 | 799.46% | Q1 2026 | May 05, 2026 |
| IFG Advisors, LLC | History | Added to | 122,659 | 29,146 | 4.77% | 4.91% | 119 | +6,062 | 5.2% | Q1 2026 | Apr 09, 2026 |
| Hudock, Inc. | History | Added to | 121,547 | 28,882 | 4.25% | 4.09% | 120 | +11,726 | 10.68% | Q1 2026 | May 13, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 120,899 | 28,728 | 8.05% | 8.8% | 121 | -501 | -0.41% | Q1 2026 | Apr 16, 2026 |
| Brookstone Capital Management | History | Added to | 119,459 | 28,385 | 0.32% | 0.28% | 122 | +21,660 | 22.15% | Q1 2026 | Apr 16, 2026 |
| CVFG LLC | History | Added to | 119,217 | 28,328 | 3.52% | 3.46% | 123 | +99,268 | 497.61% | Q1 2026 | Apr 29, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 118,730 | 28,212 | 5.62% | 6.16% | 124 | +2,030 | 1.74% | Q1 2026 | Apr 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 117,991 | 28,037 | 0.01% | 0.0% | 125 | +88,141 | 295.28% | Q1 2026 | May 11, 2026 |
| Integrated Capital Management, LLC | History | Added to | 117,919 | 28,019 | 11.82% | 12.34% | 126 | +4,412 | 3.89% | Q1 2026 | Apr 17, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 117,571 | 27,937 | 4.1% | 4.42% | 127 | +5,132 | 4.56% | Q1 2026 | Apr 24, 2026 |
| JP Wealth Management, Inc. | History | Added to | 117,543 | 27,930 | 18.94% | 20.57% | 128 | +2,481 | 2.16% | Q1 2026 | Apr 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 112,808 | 26,805 | 6.59% | 6.71% | 129 | +6,363 | 5.98% | Q1 2026 | Apr 03, 2026 |
| NorthRock Partners, LLC | History | Added to | 112,440 | 26,718 | 0.43% | 0.46% | 130 | +4,538 | 4.21% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 110,105 | 26,487 | 0.45% | 0.44% | 131 | +14,880 | 15.63% | Q1 2026 | May 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 111,412 | 26,473 | 9.59% | 9.41% | 132 | +3,295 | 3.05% | Q1 2026 | May 11, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 104,323 | 26,385 | 6.26% | 6.26% | 133 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| StoneX Group Inc. | History | Added to | 110,811 | 26,331 | 1.42% | 1.12% | 134 | +9,023 | 8.86% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 110,646 | 26,291 | 1.85% | 2.31% | 135 | -16,371 | -12.89% | Q1 2026 | May 12, 2026 |
| Advisors Preferred, LLC | History | Added to | 110,640 | 26,290 | 3.87% | 3.98% | 136 | +13,900 | 14.37% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 89,914 | 26,177 | 0.7% | 0.88% | 137 | +8,508 | 10.45% | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Added to | 108,554 | 25,794 | 3.08% | 0.35% | 138 | +97,859 | 915.0% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 108,314 | 25,737 | 0.47% | 0.55% | 139 | -7,975 | -6.86% | Q1 2026 | Apr 17, 2026 |
| Apriem Advisors | History | Reduced | 107,614 | 25,571 | 2.44% | 2.86% | 140 | -15,435 | -12.54% | Q1 2026 | May 14, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 107,469 | 25,536 | 12.45% | 13.04% | 141 | +2,133 | 2.02% | Q1 2026 | Apr 29, 2026 |
| AAF Wealth Management, LLC | History | Added to | 106,626 | 25,336 | 10.39% | 11.18% | 142 | +1,766 | 1.68% | Q1 2026 | May 08, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Added to | 106,290 | 25,256 | 2.09% | 2.01% | 143 | +150 | 0.14% | Q1 2026 | May 07, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 102,308 | 24,310 | 9.04% | 4.55% | 144 | +53,395 | 109.16% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 98,878 | 23,495 | 0.33% | 0.41% | 145 | -21,752 | -18.03% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 98,804 | 23,477 | 0.02% | 0.02% | 146 | +14,424 | 17.09% | Q1 2026 | May 12, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 98,485 | 23,401 | 6.44% | 4.69% | 147 | +34,831 | 54.72% | Q1 2026 | Apr 23, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 97,388 | 23,141 | 4.21% | 4.06% | 148 | +5,695 | 6.21% | Q1 2026 | May 11, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 96,357 | 22,896 | 5.56% | 5.67% | 149 | +2,720 | 2.9% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Added to | 95,854 | 22,776 | 0.35% | 0.27% | 150 | +26,825 | 38.86% | Q1 2026 | May 08, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 95,493 | 22,691 | 4.03% | 4.63% | 151 | -3,476 | -3.51% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 94,563 | 22,470 | 0.27% | 0.32% | 152 | +5,834 | 6.58% | Q1 2026 | Apr 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 93,782 | 22,284 | 0.83% | 0.7% | 153 | +20,865 | 28.61% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 83,751 | 22,219 | 2.46% | 2.46% | 154 | +14,065 | 20.18% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 92,843 | 22,072 | 0.14% | 0.13% | 155 | +6,821 | 7.93% | Q1 2026 | May 15, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 91,849 | 21,792 | 2.88% | 3.02% | 156 | +2,865 | 3.22% | Q1 2026 | Apr 27, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 85,718 | 21,679 | 5.91% | 5.91% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 91,046 | 21,634 | 3.45% | 0.78% | 158 | +74,163 | 439.28% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 90,068 | 21,401 | 0.26% | 0.26% | 159 | +6,698 | 8.03% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 90,001 | 21,386 | 0.34% | 0.35% | 160 | +3,794 | 4.4% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 82,247 | 19,543 | 1.07% | 1.24% | 161 | -398 | -0.48% | Q1 2026 | May 14, 2026 |
| BANK HAPOALIM BM | History | Reduced | 82,000 | 19,485 | 2.99% | 3.12% | 162 | -60,000 | -42.25% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Added to | 80,695 | 19,174 | 0.41% | 0.42% | 163 | +442 | 0.55% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 154,951 | 19,102 | 0.88% | 0.15% | 164 | -9,854 | -5.98% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 79,927 | 19,020 | 0.31% | 0.28% | 165 | +13,051 | 19.52% | Q1 2026 | Apr 14, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 79,236 | 18,828 | 2.98% | 2.95% | 166 | -172 | -0.22% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 79,160 | 18,809 | 0.13% | 0.42% | 167 | -137,073 | -63.39% | Q1 2026 | Apr 14, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 77,480 | 18,410 | 9.17% | 9.57% | 168 | +1,157 | 1.52% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 77,268 | 18,360 | 1.53% | 1.58% | 169 | +159 | 0.21% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 77,088 | 18,317 | 0.1% | 0.1% | 170 | +8,822 | 12.92% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 77,005 | 18,297 | 0.36% | 0.36% | 171 | +3,965 | 5.43% | Q1 2026 | Apr 14, 2026 |
| Enclave Advisors LLC | History | Added to | 76,743 | 18,235 | 2.5% | 1.68% | 172 | +29,896 | 63.82% | Q1 2026 | Apr 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 76,176 | 18,101 | 0.42% | 1.03% | 173 | -90,692 | -54.35% | Q1 2026 | May 15, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 76,059 | 18,073 | 8.95% | 9.2% | 174 | -759 | -0.99% | Q1 2026 | Apr 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 75,849 | 18,023 | 0.59% | 0.63% | 175 | -688 | -0.9% | Q1 2026 | May 14, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 75,830 | 18,019 | 1.85% | 1.87% | 176 | -58 | -0.08% | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | Added to | 74,200 | 17,631 | 0.96% | 0.95% | 177 | +5,605 | 8.17% | Q1 2026 | May 13, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 73,736 | 17,521 | 5.12% | 0.22% | 178 | +70,692 | 2322.34% | Q1 2026 | May 01, 2026 |
| Wick Capital Partners, LLC | History | Added to | 73,291 | 17,415 | 3.18% | 3.05% | 179 | +5,996 | 8.91% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 72,728 | 17,281 | 0.43% | 0.48% | 180 | +154 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Clark Wealth Partners | History | Reduced | 71,510 | 16,992 | 11.41% | 12.17% | 181 | -7,503 | -9.5% | Q1 2026 | May 11, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 64,600 | 16,956 | 10.93% | 10.25% | 182 | +3,740 | 6.15% | Q1 2026 | Apr 16, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 70,318 | 16,708 | 7.07% | 7.21% | 183 | -366 | -0.52% | Q1 2026 | Apr 08, 2026 |
| Forge Financial Services LLC | History | Reduced | 68,426 | 16,264 | 1.65% | 7.41% | 184 | -72 | -0.11% | Q1 2026 | May 08, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 954,798 | 16,165 | 10.11% | 10.11% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Secure Asset Management, LLC | History | Added to | 66,659 | 15,839 | 2.51% | 2.52% | 186 | +3,024 | 4.75% | Q1 2026 | Apr 09, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 66,498 | 15,801 | 1.95% | 3.01% | 187 | -36,109 | -35.19% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 66,096 | 15,705 | 1.34% | 1.56% | 188 | -7,824 | -10.58% | Q1 2026 | May 15, 2026 |
| Drake & Associates, LLC | History | Added to | 64,680 | 15,369 | 2.93% | 2.84% | 189 | +8,399 | 14.92% | Q1 2026 | May 13, 2026 |
| Empire Life Investments Inc. | History | Reduced | 62,000 | 14,915 | 0.91% | 0.91% | 190 | -2,000 | -3.13% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 61,932 | 14,716 | 0.01% | 0.01% | 191 | +5,792 | 10.32% | Q1 2026 | May 11, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 61,566 | 14,629 | 5.68% | 6.17% | 192 | +5,157 | 9.14% | Q1 2026 | Apr 22, 2026 |
| Walker Financial Services, Inc. | History | Added to | 60,605 | 14,401 | 4.93% | 4.35% | 193 | +13,170 | 27.76% | Q1 2026 | Apr 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 60,126 | 14,287 | 3.64% | 3.16% | 194 | +15,772 | 35.56% | Q1 2026 | Apr 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 59,805 | 14,210 | 0.51% | 0.67% | 195 | -16,444 | -21.57% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 59,556 | 14,151 | 0.18% | 0.22% | 196 | -7,739 | -11.5% | Q1 2026 | May 11, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 55,087 | 13,933 | 3.7% | 3.7% | 197 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 58,143 | 13,815 | 0.05% | 0.04% | 198 | +13,482 | 30.19% | Q1 2026 | Apr 24, 2026 |
| Compass Financial Services Inc | History | Reduced | 57,711 | 13,713 | 5.94% | 6.31% | 199 | -201 | -0.35% | Q1 2026 | May 01, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 57,397 | 13,638 | 5.71% | 6.08% | 200 | +51 | 0.09% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 57,337 | 13,624 | 0.39% | 0.45% | 201 | +81 | 0.14% | Q1 2026 | Apr 09, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 55,680 | 13,230 | 7.97% | 9.67% | 202 | -8,342 | -13.03% | Q1 2026 | May 07, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 55,663 | 13,226 | 9.27% | 9.8% | 203 | +7,569 | 15.74% | Q1 2026 | May 06, 2026 |
| Cooper Capital Advisors LLC | History | Reduced | 54,538 | 12,959 | 9.07% | 9.05% | 204 | -2,290 | -4.03% | Q1 2026 | May 11, 2026 |
| Petix & Botte Co | History | Added to | 54,353 | 12,915 | 2.88% | 2.73% | 205 | +6,841 | 14.4% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 54,154 | 12,868 | 0.14% | 0.17% | 206 | +4,763 | 9.64% | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Reduced | 53,511 | 12,715 | 7.18% | 7.71% | 207 | -292 | -0.54% | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Added to | 53,295 | 12,663 | 0.79% | 0.8% | 208 | +1,771 | 3.44% | Q1 2026 | May 08, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 52,990 | 12,591 | 0.38% | 0.39% | 209 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ODonnell Financial Services, LLC | History | New | 52,737 | 12,510 | 4.31% | — | 210 | +52,737 | New | Q1 2026 | May 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 51,246 | 12,177 | 0.25% | 0.25% | 211 | +2,292 | 4.68% | Q1 2026 | Apr 15, 2026 |
| Bison Wealth, LLC | History | Added to | 41,100 | 12,090 | 1.17% | 0.57% | 212 | +20,065 | 95.39% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Reduced | 50,135 | 11,913 | 3.28% | 3.83% | 213 | -7,332 | -12.76% | Q1 2026 | May 04, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 49,953 | 11,869 | 5.15% | 5.04% | 214 | +4,692 | 10.37% | Q1 2026 | May 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 44,281 | 11,792 | 3.11% | 3.04% | 215 | +938 | 2.16% | Q1 2026 | Apr 21, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 49,477 | 11,756 | 1.88% | 1.95% | 216 | +712 | 1.46% | Q1 2026 | Apr 28, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 49,317 | 11,718 | 0.96% | 0.78% | 217 | +13,076 | 36.08% | Q1 2026 | Apr 13, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 49,053 | 11,655 | 8.26% | 12.32% | 218 | -15,590 | -24.12% | Q1 2026 | Apr 29, 2026 |
| URS Advisory LLC | History | Added to | 48,903 | 11,620 | 8.5% | 9.76% | 219 | +2,466 | 5.31% | Q1 2026 | Apr 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 48,721 | 11,577 | 0.82% | 0.73% | 220 | +8,284 | 20.49% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Added to | 43,305 | 11,568 | 1.43% | 1.27% | 221 | +4,947 | 12.9% | Q1 2026 | Apr 20, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 48,243 | 11,463 | 4.21% | 4.21% | 222 | +1,094 | 2.32% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 48,066 | 11,421 | 0.08% | 0.11% | 223 | -6,023 | -11.14% | Q1 2026 | Apr 15, 2026 |
| Baring Financial LLC | History | Reduced | 47,960 | 11,396 | 6.97% | 7.44% | 224 | -354 | -0.73% | Q1 2026 | Apr 06, 2026 |
| Carter Financial Group, INC. | History | Reduced | 46,540 | 11,058 | 6.84% | 7.1% | 225 | -795 | -1.68% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 46,302 | 11,002 | 0.8% | 0.83% | 226 | -2,111 | -4.36% | Q1 2026 | Apr 20, 2026 |
| Strategent Financial, LLC | History | Added to | 46,273 | 10,995 | 7.47% | 6.96% | 227 | +2,770 | 6.37% | Q1 2026 | Apr 20, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 45,661 | 10,850 | 0.56% | 0.6% | 228 | +459 | 1.02% | Q1 2026 | May 15, 2026 |
| Retirement Management Systems Inc. | History | Added to | 45,648 | 10,846 | 2.61% | 2.6% | 229 | +5,419 | 13.47% | Q1 2026 | Apr 14, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 38,660 | 10,729 | 4.48% | 3.75% | 230 | +7,355 | 23.49% | Q1 2026 | May 04, 2026 |
| Advisors Capital Management, LLC | History | Added to | 44,568 | 10,590 | 0.12% | 0.13% | 231 | +1,371 | 3.17% | Q1 2026 | May 01, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 44,382 | 10,546 | 1.78% | 1.74% | 232 | +5,959 | 15.51% | Q1 2026 | Apr 30, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 44,397 | 10,537 | 6.03% | 6.3% | 233 | +287 | 0.65% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 43,467 | 10,328 | 0.26% | 0.29% | 234 | -227 | -0.52% | Q1 2026 | Apr 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 43,452 | 10,325 | 0.38% | 0.38% | 235 | +2,657 | 6.51% | Q1 2026 | Apr 20, 2026 |
| AlTi Global, Inc. | History | No change | 42,200 | 10,322 | 0.22% | 0.23% | 236 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 43,500 | 10,292 | 0.05% | 0.05% | 237 | +5,842 | 15.51% | Q1 2026 | May 15, 2026 |
| Prota Financial, LLC | History | Added to | 42,873 | 10,187 | 7.38% | 7.2% | 238 | +3,365 | 8.52% | Q1 2026 | Apr 09, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 42,717 | 10,150 | 0.32% | — | 239 | +42,717 | New | Q1 2026 | May 15, 2026 |
| Evensky & Katz LLC | History | Added to | 42,485 | 10,095 | 0.57% | 0.53% | 240 | +5,012 | 13.37% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 36,677 | 10,082 | 1.67% | 2.16% | 241 | -13,608 | -27.06% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 42,186 | 10,024 | 0.7% | 0.57% | 242 | +15 | 0.04% | Q1 2026 | May 11, 2026 |
| Solitude Financial Services | History | Added to | 38,127 | 10,007 | 2.96% | 2.98% | 243 | +2,379 | 6.65% | Q1 2026 | Apr 16, 2026 |
| SG Americas Securities, LLC | History | No change | 41,863 | 9,947 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 41,652 | 9,897 | 0.22% | 0.2% | 245 | +5,369 | 14.8% | Q1 2026 | May 15, 2026 |
| Congress Park Capital LLC | History | Added to | 40,994 | 9,740 | 2.99% | 2.92% | 246 | +2,312 | 5.98% | Q1 2026 | Apr 14, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 40,367 | 9,591 | 5.68% | 9.66% | 247 | -12,032 | -22.96% | Q1 2026 | May 05, 2026 |
| JBR Co Financial Management Inc | History | No change | 37,642 | 9,520 | 3.99% | 3.99% | 248 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | Reduced | 40,000 | 9,504 | 10.0% | 8.91% | 249 | -11,300 | -22.03% | Q1 2026 | May 05, 2026 |
| GERBER, LLC | History | Added to | 39,768 | 9,449 | 5.27% | 4.58% | 250 | +7,322 | 22.57% | Q1 2026 | Apr 22, 2026 |
| BARINGS LLC | History | Added to | 39,184 | 9,310 | 0.15% | 0.15% | 251 | +6,514 | 19.94% | Q1 2026 | May 06, 2026 |
| Procyon Advisors, LLC | History | Reduced | 39,027 | 9,273 | 0.45% | 0.55% | 252 | -4,878 | -11.11% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 38,857 | 9,233 | 0.14% | 0.16% | 253 | +396 | 1.03% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,655 | 9,185 | 0.14% | 0.15% | 254 | +9,988 | 34.84% | Q1 2026 | May 15, 2026 |
| Trademark Financial Management, LLC | History | Added to | 38,647 | 9,183 | 4.5% | 2.5% | 255 | +20,646 | 114.69% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 38,084 | 9,157 | 0.49% | 0.46% | 256 | -856 | -2.2% | Q1 2026 | May 12, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 38,353 | 9,113 | 2.79% | 2.97% | 257 | -85 | -0.22% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 38,069 | 9,045 | 0.12% | 0.14% | 258 | -1,916 | -4.79% | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 38,031 | 9,036 | 3.55% | 3.78% | 259 | +255 | 0.68% | Q1 2026 | May 04, 2026 |
| Capital Developers, LLC | History | Added to | 37,849 | 8,993 | 8.1% | 8.55% | 260 | +126 | 0.33% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 37,615 | 8,938 | 0.45% | 0.47% | 261 | +2,207 | 6.23% | Q1 2026 | Apr 23, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 37,610 | 8,937 | 5.22% | 4.96% | 262 | -69 | -0.18% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 37,588 | 8,931 | 0.35% | 0.12% | 263 | +33,240 | 764.49% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 37,266 | 8,855 | 4.48% | 0.17% | 264 | +36,078 | 3036.87% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 37,159 | 8,829 | 0.37% | — | 265 | +37,159 | New | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 34,046 | 8,610 | 1.52% | 1.52% | 266 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,010 | 8,556 | 0.01% | 0.01% | 267 | +23,798 | 194.87% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 34,159 | 8,217 | 0.62% | 0.67% | 268 | -1,394 | -3.92% | Q1 2026 | Apr 27, 2026 |
| Blue Edge Capital, LLC | History | No change | 32,430 | 8,202 | 1.1% | 1.1% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 34,075 | 8,097 | 0.85% | 0.96% | 270 | -1,031 | -2.94% | Q1 2026 | May 04, 2026 |
| Tide Cove Capital Partners LLC | History | Reduced | 29,630 | 8,083 | 5.5% | 6.63% | 271 | -8,284 | -21.85% | Q1 2026 | Apr 28, 2026 |
| HT Partners LLC | History | Reduced | 33,502 | 7,960 | 2.41% | 2.55% | 272 | -357 | -1.05% | Q1 2026 | Apr 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 33,483 | 7,956 | 1.14% | 1.13% | 273 | +3,067 | 10.08% | Q1 2026 | May 13, 2026 |
| VANCE WEALTH, LLC | History | Added to | 33,467 | 7,952 | 2.3% | 2.46% | 274 | +763 | 2.33% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 33,087 | 7,862 | 0.64% | 0.96% | 275 | -15,963 | -32.54% | Q1 2026 | Apr 28, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 32,748 | 7,781 | 7.25% | — | 276 | +32,748 | New | Q1 2026 | May 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 32,731 | 7,765 | 0.07% | 6.74% | 277 | -3,065,316 | -98.94% | Q1 2026 | May 14, 2026 |
| Raub Brock Capital Management LP | History | Added to | 32,412 | 7,701 | 1.95% | 1.78% | 278 | +888 | 2.82% | Q1 2026 | Apr 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 32,347 | 7,686 | 0.53% | 0.54% | 279 | +5,447 | 20.25% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 32,118 | 7,631 | 0.02% | 0.01% | 280 | +11,246 | 53.88% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 31,592 | 7,506 | 0.21% | 0.25% | 281 | -2,304 | -6.8% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 31,424 | 7,466 | 0.08% | 0.2% | 282 | -37,332 | -54.3% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 31,348 | 7,448 | 0.06% | 0.07% | 283 | -2,972 | -8.66% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 30,790 | 7,316 | 0.25% | 0.18% | 284 | -3,147 | -9.27% | Q1 2026 | Apr 23, 2026 |
| New Perspectives, Inc | History | Added to | 30,617 | 7,275 | 2.52% | 2.31% | 285 | +4,277 | 16.24% | Q1 2026 | Apr 21, 2026 |
| Visionary Wealth Advisors | History | Reduced | 30,540 | 7,256 | 0.32% | 0.52% | 286 | -15,371 | -33.48% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | Added to | 30,478 | 7,242 | 1.45% | 0.04% | 287 | +29,631 | 3498.35% | Q1 2026 | Apr 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 30,072 | 7,145 | 0.41% | 1.01% | 288 | -36,586 | -54.89% | Q1 2026 | Apr 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 29,962 | 7,120 | 0.34% | 0.3% | 289 | +4,253 | 16.54% | Q1 2026 | May 18, 2026 |
| Echo45 Advisors LLC | History | Added to | 29,946 | 7,115 | 4.0% | 4.21% | 290 | +808 | 2.77% | Q1 2026 | Apr 20, 2026 |
| Aspire Growth Partners LLC | History | Added to | 29,823 | 7,086 | 4.86% | 4.75% | 291 | +2,870 | 10.65% | Q1 2026 | Apr 17, 2026 |
| Summit Financial Consulting LLC | History | Reduced | 29,457 | 6,999 | 5.01% | 5.41% | 292 | -1 | -0.0% | Q1 2026 | Apr 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 29,445 | 6,996 | 0.07% | 0.06% | 293 | +4,806 | 19.51% | Q1 2026 | May 08, 2026 |
| Wealth Group Ltd | History | Added to | 29,170 | 6,931 | 1.58% | 1.38% | 294 | +4,767 | 19.53% | Q1 2026 | Apr 10, 2026 |
| Carnegie Investment Counsel | History | Reduced | 29,130 | 6,921 | 0.13% | 0.14% | 295 | -1,750 | -5.67% | Q1 2026 | May 01, 2026 |
| Tempo Wealth, LLC | History | Added to | 29,119 | 6,919 | 1.21% | 1.14% | 296 | +3,798 | 15.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 28,865 | 6,858 | 0.27% | 0.23% | 297 | +3,961 | 15.91% | Q1 2026 | May 12, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 28,698 | 6,819 | 3.0% | 2.98% | 298 | +3,271 | 12.86% | Q1 2026 | Apr 22, 2026 |
| Mueller Wealth, LLC | History | New | 28,685 | 6,816 | 5.44% | — | 299 | +28,685 | New | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 24,310 | 6,747 | 4.33% | 4.36% | 300 | -409 | -1.65% | Q1 2026 | May 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 28,393 | 6,746 | 1.94% | — | 301 | +28,393 | New | Q1 2026 | Apr 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 28,241 | 6,710 | 1.85% | 1.82% | 302 | +96 | 0.34% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 27,598 | 6,557 | 0.84% | 1.1% | 303 | -7,942 | -22.35% | Q1 2026 | Apr 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 27,389 | 6,508 | 0.14% | 0.15% | 304 | -922 | -3.26% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 27,215 | 6,467 | 0.01% | 0.01% | 305 | +1,714 | 6.72% | Q1 2026 | May 14, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 27,202 | 6,463 | 1.63% | 1.92% | 306 | +314 | 1.17% | Q1 2026 | Apr 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 27,054 | 6,428 | 1.09% | 1.13% | 307 | +483 | 1.82% | Q1 2026 | May 06, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 26,811 | 6,370 | 4.84% | 5.43% | 308 | -1,037 | -3.72% | Q1 2026 | Apr 30, 2026 |
| Redwood Financial Network Corp | History | Added to | 26,769 | 6,360 | 4.17% | 4.23% | 309 | +540 | 2.06% | Q1 2026 | May 14, 2026 |
| Ascent Advisors, LLC | History | New | 26,567 | 6,312 | 11.59% | — | 310 | +26,567 | New | Q1 2026 | Apr 29, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 26,332 | 6,257 | 1.79% | 5.14% | 311 | -43,029 | -62.04% | Q1 2026 | Apr 28, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 26,221 | 6,230 | 4.99% | 5.02% | 312 | +1,456 | 5.88% | Q1 2026 | Apr 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 24,491 | 6,194 | 0.29% | 0.29% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 25,187 | 5,985 | 1.41% | 1.54% | 314 | +68 | 0.27% | Q1 2026 | Apr 17, 2026 |
| Caprock Group, LLC | History | Added to | 25,141 | 5,974 | 0.15% | 0.13% | 315 | +155 | 0.62% | Q1 2026 | May 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 25,092 | 5,962 | 1.31% | 1.18% | 316 | +3,892 | 18.36% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 24,857 | 5,906 | 0.14% | 0.14% | 317 | +1,560 | 6.7% | Q1 2026 | May 15, 2026 |
| Eddie Patel Inc | History | Reduced | 24,764 | 5,884 | 4.52% | 6.03% | 318 | -7,252 | -22.65% | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | Reduced | 24,698 | 5,868 | 0.38% | 0.41% | 319 | -96 | -0.39% | Q1 2026 | May 13, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 24,491 | 5,819 | 6.14% | 5.53% | 320 | +3,804 | 18.39% | Q1 2026 | May 07, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 24,383 | 5,794 | 1.4% | 0.86% | 321 | +11,580 | 90.45% | Q1 2026 | Apr 20, 2026 |
| Prism Advisors, Inc. | History | Added to | 24,336 | 5,782 | 1.54% | 1.56% | 322 | +1,257 | 5.45% | Q1 2026 | Apr 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 24,018 | 5,707 | 0.32% | 0.39% | 323 | +10,913 | 83.27% | Q1 2026 | Apr 22, 2026 |
| Lansing Street Advisors | History | Added to | 23,762 | 5,646 | 1.42% | 1.43% | 324 | +1,594 | 7.19% | Q1 2026 | Apr 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 22,609 | 5,641 | 0.79% | 0.32% | 325 | +13,836 | 157.71% | Q1 2026 | Apr 13, 2026 |
| Maia Wealth LLC | History | Added to | 23,709 | 5,633 | 0.95% | 0.72% | 326 | +6,642 | 38.92% | Q1 2026 | May 08, 2026 |
| Allen Investment Management, LLC | History | Added to | 23,590 | 5,605 | 0.07% | 0.04% | 327 | +11,002 | 87.4% | Q1 2026 | May 07, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 23,434 | 5,568 | 5.0% | 5.35% | 328 | +1,348 | 6.1% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 23,370 | 5,553 | 0.01% | 0.01% | 329 | +8,291 | 54.98% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 23,301 | 5,536 | 0.42% | 0.56% | 330 | -6,040 | -20.59% | Q1 2026 | Apr 08, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 23,275 | 5,527 | 0.57% | 0.59% | 331 | +876 | 3.91% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 23,237 | 5,521 | 0.24% | 0.24% | 332 | +2,818 | 13.8% | Q1 2026 | Apr 28, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 23,161 | 5,503 | 2.53% | 3.14% | 333 | -12,052 | -34.23% | Q1 2026 | May 05, 2026 |
| Graney & King, LLC | History | Added to | 22,909 | 5,443 | 2.93% | 3.36% | 334 | +199 | 0.88% | Q1 2026 | May 18, 2026 |
| GenTrust, LLC | History | Reduced | 22,759 | 5,407 | 0.23% | 0.46% | 335 | -19,030 | -45.54% | Q1 2026 | Apr 27, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 22,748 | 5,405 | 0.62% | 0.5% | 336 | +4,826 | 26.93% | Q1 2026 | Apr 24, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 22,659 | 5,384 | 4.74% | 3.88% | 337 | +324 | 1.45% | Q1 2026 | May 04, 2026 |
| Strategic Advisors LLC | History | Added to | 22,291 | 5,296 | 0.88% | 0.82% | 338 | +1,499 | 7.21% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 22,055 | 5,240 | 0.39% | 0.95% | 339 | -39,517 | -64.18% | Q1 2026 | May 20, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 21,975 | 5,221 | 0.69% | 0.75% | 340 | -823 | -3.61% | Q1 2026 | Apr 27, 2026 |
| PlanVest Financial, Inc | History | New | 21,964 | 5,219 | 3.97% | — | 341 | +21,964 | New | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 21,953 | 5,216 | 0.12% | 0.26% | 342 | -19,907 | -47.56% | Q1 2026 | May 04, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 21,911 | 5,206 | 4.53% | 4.47% | 343 | +2,015 | 10.13% | Q1 2026 | Apr 28, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 21,625 | 5,138 | 2.41% | 2.41% | 344 | -123 | -0.57% | Q1 2026 | Apr 28, 2026 |
| Q3 Asset Management | History | Reduced | 21,585 | 5,129 | 1.24% | 3.2% | 345 | -33,723 | -60.97% | Q1 2026 | Apr 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 21,547 | 5,120 | 0.56% | 0.6% | 346 | -392 | -1.79% | Q1 2026 | Apr 16, 2026 |
| One Capital Management, LLC | History | Added to | 21,471 | 5,102 | 0.14% | 0.1% | 347 | +7,738 | 56.35% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 21,210 | 5,039 | 0.14% | 0.14% | 348 | +1,519 | 7.71% | Q1 2026 | May 12, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 21,134 | 5,021 | 3.2% | 2.91% | 349 | +2,995 | 16.51% | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 21,128 | 5,020 | 0.4% | 1.0% | 350 | -29,715 | -58.44% | Q1 2026 | May 14, 2026 |
| Pearl Planning LLC | History | Added to | 21,086 | 5,010 | 2.68% | 3.12% | 351 | +899 | 4.45% | Q1 2026 | Apr 30, 2026 |
| High Note Wealth, LLC | History | Added to | 20,973 | 4,983 | 0.98% | 1.03% | 352 | +142 | 0.68% | Q1 2026 | May 11, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 20,851 | 4,954 | 3.19% | 3.04% | 353 | +3,218 | 18.25% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 20,844 | 4,952 | 0.17% | 0.2% | 354 | -2,104 | -9.17% | Q1 2026 | May 06, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 20,780 | 4,937 | 2.36% | 2.47% | 355 | -535 | -2.51% | Q1 2026 | Apr 27, 2026 |
| Bensler, LLC | History | Added to | 20,777 | 4,936 | 0.51% | 0.53% | 356 | +29 | 0.14% | Q1 2026 | May 01, 2026 |
| Westside Investment Management, Inc. | History | Added to | 20,618 | 4,904 | 0.75% | 0.67% | 357 | +4,118 | 24.96% | Q1 2026 | May 04, 2026 |
| Warner Group LLC | History | Added to | 20,529 | 4,878 | 3.18% | 2.86% | 358 | +2,188 | 11.93% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 20,503 | 4,871 | 0.1% | 0.14% | 359 | -3,973 | -16.23% | Q1 2026 | Apr 13, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 20,467 | 4,863 | 0.95% | 0.99% | 360 | -27 | -0.13% | Q1 2026 | Apr 15, 2026 |
| Encompass More Asset Management | History | Added to | 20,089 | 4,773 | 0.8% | 0.08% | 361 | +18,404 | 1092.23% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 20,040 | 4,762 | 0.0% | 0.0% | 362 | +10,527 | 110.66% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | New | 20,025 | 4,758 | 1.48% | — | 363 | +20,025 | New | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Added to | 19,987 | 4,749 | 0.01% | 0.0% | 364 | +12,538 | 168.32% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Reduced | 19,970 | 4,745 | 0.58% | 1.03% | 365 | -12,712 | -38.9% | Q1 2026 | Apr 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 19,967 | 4,744 | 0.51% | 0.54% | 366 | -29 | -0.15% | Q1 2026 | Apr 22, 2026 |
| CIBC Bancorp USA Inc. | History | New | 19,737 | 4,689 | 0.01% | — | 367 | +19,737 | New | Q1 2026 | May 12, 2026 |
| Faithward Advisors, LLC | History | Added to | 19,711 | 4,683 | 0.67% | 0.69% | 368 | +1,144 | 6.16% | Q1 2026 | Apr 17, 2026 |
| HRT FINANCIAL LP | History | New | 19,674 | 4,674 | 0.01% | — | 369 | +19,674 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 20,644 | 4,665 | 0.01% | 0.01% | 370 | -46,388 | -69.2% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 19,592 | 4,655 | 0.26% | 0.25% | 371 | +1,052 | 5.67% | Q1 2026 | May 14, 2026 |
| JGP Wealth Management, LLC | History | Added to | 19,423 | 4,615 | 0.48% | 0.35% | 372 | +6,250 | 47.45% | Q1 2026 | Apr 08, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 18,195 | 4,601 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Y.D. More Investments Ltd | History | Added to | 19,300 | 4,586 | 0.18% | 0.07% | 375 | +13,300 | 221.67% | Q1 2026 | May 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 19,301 | 4,586 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 19,291 | 4,583 | 1.75% | 1.24% | 376 | +6,843 | 54.97% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 19,157 | 4,551 | 0.21% | 0.24% | 377 | -1,225 | -6.01% | Q1 2026 | Apr 27, 2026 |
| PAX Financial Group, LLC | History | Added to | 19,044 | 4,525 | 0.77% | 0.78% | 378 | +1,271 | 7.15% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | Added to | 19,020 | 4,519 | 0.11% | 0.11% | 379 | +150 | 0.79% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 18,913 | 4,494 | 1.06% | 1.04% | 380 | +1,367 | 7.79% | Q1 2026 | Apr 23, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 18,587 | 4,416 | 1.18% | 1.34% | 381 | +4,713 | 33.97% | Q1 2026 | Apr 29, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 18,363 | 4,363 | 2.6% | 2.08% | 382 | +6,316 | 52.43% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 18,266 | 4,340 | 0.14% | 0.16% | 383 | -896 | -4.68% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,045 | 4,287 | 0.0% | 0.0% | 384 | +1,238 | 7.37% | Q1 2026 | May 13, 2026 |
| Coquina Private Wealth LLC | History | Added to | 17,969 | 4,269 | 3.43% | 3.1% | 385 | +2,653 | 17.32% | Q1 2026 | May 05, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 17,924 | 4,263 | 3.14% | 4.66% | 386 | -6,563 | -26.8% | Q1 2026 | Apr 22, 2026 |
| FineMark National Bank & Trust | History | No change | 16,794 | 4,247 | 0.13% | 0.13% | 387 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 17,546 | 4,169 | 0.02% | 0.03% | 388 | -2,303 | -11.6% | Q1 2026 | May 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 17,461 | 4,149 | 0.99% | 0.7% | 389 | +7,252 | 71.04% | Q1 2026 | May 07, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 15,287 | 4,118 | 1.31% | 0.68% | 390 | +7,616 | 99.28% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 17,293 | 4,109 | 0.15% | 0.26% | 391 | -10,838 | -38.53% | Q1 2026 | Apr 28, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 20,226 | 4,103 | 3.07% | — | 392 | +20,226 | New | Q1 2026 | May 05, 2026 |
| National Philanthropic Trust | History | No change | 17,149 | 4,074 | 0.04% | 0.04% | 393 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 17,105 | 4,064 | 1.43% | 1.8% | 394 | -3,648 | -17.58% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 17,070 | 4,056 | 0.06% | 0.06% | 395 | +2,435 | 16.64% | Q1 2026 | May 13, 2026 |
| Purus Wealth Management, LLC | History | Added to | 16,961 | 4,030 | 1.28% | 1.19% | 396 | +1,914 | 12.72% | Q1 2026 | Apr 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 16,917 | 4,019 | 0.11% | 0.12% | 397 | -1,007 | -5.62% | Q1 2026 | Apr 27, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 16,850 | 4,003 | 1.39% | 2.7% | 398 | -12,347 | -42.29% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,815 | 3,995 | 0.08% | 0.08% | 399 | +789 | 4.92% | Q1 2026 | May 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 16,645 | 3,955 | 1.28% | 1.4% | 400 | -112 | -0.67% | Q1 2026 | May 01, 2026 |
| 626 Financial, LLC | History | New | 16,579 | 3,939 | 1.76% | — | 402 | +16,579 | New | Q1 2026 | Apr 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 16,580 | 3,939 | 2.09% | 3.55% | 401 | -8,600 | -34.15% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 16,573 | 3,938 | 0.23% | 0.21% | 403 | +2,733 | 19.75% | Q1 2026 | May 14, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 16,089 | 3,823 | 1.06% | 0.82% | 404 | +2,909 | 22.07% | Q1 2026 | Apr 28, 2026 |
| BKM Wealth Management, LLC | History | Added to | 16,024 | 3,807 | 1.39% | 1.26% | 405 | +2,348 | 17.17% | Q1 2026 | Apr 22, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 15,843 | 3,764 | 0.05% | 0.06% | 406 | -252 | -1.57% | Q1 2026 | May 11, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 15,754 | 3,743 | 1.72% | 1.69% | 407 | +1,605 | 11.34% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 15,718 | 3,734 | 0.02% | 0.01% | 408 | +11,095 | 240.0% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 15,665 | 3,722 | 0.01% | 0.01% | 409 | +1,873 | 13.58% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 15,604 | 3,707 | 0.52% | 0.26% | 410 | +9,996 | 178.25% | Q1 2026 | Apr 20, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 15,325 | 3,641 | 1.99% | 1.96% | 411 | +1,102 | 7.75% | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 15,201 | 3,612 | 0.08% | 0.08% | 412 | -281 | -1.82% | Q1 2026 | May 07, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 15,127 | 3,594 | 2.07% | 2.38% | 413 | -419 | -2.7% | Q1 2026 | May 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 15,094 | 3,586 | 0.01% | 0.01% | 414 | -2,186 | -12.65% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 15,060 | 3,578 | 0.04% | — | 415 | +15,060 | New | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Added to | 14,992 | 3,562 | 0.17% | 0.15% | 416 | +2,785 | 22.81% | Q1 2026 | May 05, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 14,802 | 3,517 | 0.64% | 0.96% | 417 | -22,904 | -60.74% | Q1 2026 | Apr 21, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 14,718 | 3,497 | 3.16% | 3.27% | 418 | +577 | 4.08% | Q1 2026 | May 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 14,692 | 3,491 | 0.04% | 0.04% | 419 | +2,435 | 19.87% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 14,636 | 3,477 | 0.04% | 0.04% | 420 | +1,502 | 11.44% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 14,590 | 3,466 | 0.02% | 0.02% | 421 | +3,019 | 26.09% | Q1 2026 | May 05, 2026 |
| Triton Financial Group Inc | History | Added to | 14,092 | 3,454 | 6.02% | 1.16% | 422 | +7,135 | 102.56% | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 14,409 | 3,423 | 1.27% | 2.18% | 423 | -10,478 | -42.1% | Q1 2026 | May 11, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 14,293 | 3,396 | 2.87% | 3.0% | 424 | -10 | -0.07% | Q1 2026 | Apr 13, 2026 |
| COMMERCE BANK | History | New | 14,180 | 3,369 | 0.02% | — | 425 | +14,180 | New | Q1 2026 | May 11, 2026 |
| Round Rock Advisors LLC | History | Added to | 14,138 | 3,359 | 0.51% | 0.53% | 426 | +246 | 1.77% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 13,970 | 3,319 | 0.09% | 0.08% | 427 | +2,479 | 21.57% | Q1 2026 | May 04, 2026 |
| Norris Financial Group, LLC | History | Reduced | 13,878 | 3,297 | 1.08% | 1.27% | 428 | -848 | -5.76% | Q1 2026 | May 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 12,076 | 3,289 | 0.06% | 0.02% | 429 | +10,680 | 765.04% | Q1 2026 | May 01, 2026 |
| Brown Financial Advisors | History | Reduced | 13,797 | 3,278 | 1.24% | 1.28% | 430 | -83 | -0.6% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 13,757 | 3,268 | 0.48% | 0.69% | 431 | -4,427 | -24.35% | Q1 2026 | Apr 21, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 13,751 | 3,267 | 5.89% | 5.59% | 432 | +1,173 | 9.33% | Q1 2026 | Apr 23, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Reduced | 13,729 | 3,262 | 0.68% | 1.42% | 433 | -14,557 | -51.46% | Q1 2026 | Apr 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 13,705 | 3,256 | 0.36% | 0.37% | 434 | +719 | 5.54% | Q1 2026 | Apr 15, 2026 |
| AMG National Trust Bank | History | Added to | 13,635 | 3,239 | 0.07% | 0.04% | 435 | +6,303 | 85.97% | Q1 2026 | May 04, 2026 |
| Alchemi Wealth, LLC | History | Added to | 13,571 | 3,225 | 1.79% | 1.83% | 436 | +343 | 2.59% | Q1 2026 | May 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 13,279 | 3,217 | 0.35% | 1.11% | 437 | -16,323 | -55.14% | Q1 2026 | Apr 10, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Reduced | 13,477 | 3,202 | 3.27% | 3.55% | 438 | -425 | -3.06% | Q1 2026 | Apr 10, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 13,401 | 3,184 | 0.5% | 0.56% | 439 | +29 | 0.22% | Q1 2026 | May 07, 2026 |
| Vontobel Holding Ltd. | History | Added to | 13,350 | 3,172 | 0.01% | 0.0% | 440 | +7,350 | 122.5% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 13,258 | 3,150 | 2.3% | 1.55% | 441 | +5,828 | 78.44% | Q1 2026 | Apr 27, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 13,211 | 3,139 | 0.27% | 0.25% | 442 | +1,334 | 11.23% | Q1 2026 | May 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 13,204 | 3,137 | 0.65% | 0.68% | 443 | +1,040 | 8.55% | Q1 2026 | Apr 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 13,101 | 3,113 | 0.34% | 0.02% | 444 | +12,283 | 1501.59% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 12,211 | 3,088 | 0.06% | 0.06% | 445 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 11,555 | 3,086 | 0.21% | 0.22% | 446 | -340 | -2.86% | Q1 2026 | Apr 29, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 12,166 | 3,077 | 1.3% | 1.3% | 447 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 12,867 | 3,059 | 1.58% | 1.5% | 448 | +2,099 | 19.49% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 12,851 | 3,053 | 0.06% | 0.06% | 449 | +977 | 8.23% | Q1 2026 | May 11, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 12,580 | 3,048 | 0.69% | 0.48% | 450 | -142 | -1.12% | Q1 2026 | Apr 14, 2026 |
| Sanchez Wealth Management Group | History | Added to | 12,819 | 3,045 | 0.66% | 0.47% | 451 | +4,142 | 47.74% | Q1 2026 | Apr 29, 2026 |
| Destiny Capital Corp/CO | History | Added to | 12,788 | 3,038 | 1.62% | 1.5% | 452 | +1,257 | 10.9% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,423 | 2,988 | 0.21% | 0.29% | 453 | -4,309 | -25.75% | Q1 2026 | May 01, 2026 |
| BCS Wealth Management | History | Reduced | 12,574 | 2,987 | 0.61% | 0.61% | 454 | -11,443 | -47.65% | Q1 2026 | Apr 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 12,544 | 2,980 | 0.14% | 0.19% | 455 | -2,992 | -19.26% | Q1 2026 | Apr 28, 2026 |
| Bank of New Hampshire | History | Added to | 12,498 | 2,969 | 0.68% | 0.7% | 456 | +217 | 1.77% | Q1 2026 | Apr 13, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 12,494 | 2,968 | 2.34% | 3.06% | 457 | -1,454 | -10.42% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 12,375 | 2,940 | 0.01% | 0.01% | 458 | -158 | -1.26% | Q1 2026 | May 11, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 12,321 | 2,927 | 0.88% | 0.87% | 459 | +744 | 6.43% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 12,277 | 2,917 | 0.16% | 0.17% | 460 | +123 | 1.01% | Q1 2026 | Apr 24, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 12,126 | 2,881 | 0.8% | 1.51% | 461 | -10,817 | -47.15% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 12,098 | 2,874 | 0.01% | 0.01% | 462 | +797 | 7.05% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 12,064 | 2,866 | 0.16% | 0.37% | 463 | -13,870 | -53.48% | Q1 2026 | Apr 30, 2026 |
| Family Legacy Financial Solutions, LLC | History | New | 11,916 | 2,866 | 2.32% | — | 464 | +11,916 | New | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 12,024 | 2,857 | 0.07% | 0.08% | 465 | -389 | -3.13% | Q1 2026 | May 11, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 11,969 | 2,844 | 1.25% | 1.31% | 466 | +715 | 6.35% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 11,841 | 2,813 | 1.14% | 1.13% | 467 | +445 | 3.9% | Q1 2026 | Apr 24, 2026 |
| SCS Capital Management LLC | History | Reduced | 11,807 | 2,805 | 0.03% | 0.04% | 468 | -1,464 | -11.03% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | Added to | 11,570 | 2,749 | 0.25% | 0.25% | 469 | +637 | 5.83% | Q1 2026 | May 11, 2026 |
| jvl associates llc | History | Reduced | 11,403 | 2,709 | 0.91% | 1.52% | 470 | -7,027 | -38.13% | Q1 2026 | Apr 16, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 11,323 | 2,690 | 2.41% | 1.91% | 471 | +3,670 | 47.96% | Q1 2026 | May 05, 2026 |
| Third View Private Wealth, LLC | History | Added to | 11,233 | 2,669 | 0.37% | 0.28% | 472 | +3,133 | 38.68% | Q1 2026 | Apr 15, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 11,206 | 2,662 | 2.2% | 2.46% | 473 | +416 | 3.86% | Q1 2026 | Apr 22, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Added to | 11,174 | 2,655 | 0.83% | 0.38% | 474 | +6,642 | 146.56% | Q1 2026 | Apr 17, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,156 | 2,650 | 0.07% | 0.09% | 475 | -334 | -2.91% | Q1 2026 | May 11, 2026 |
| Next Capital Management LLC | History | Reduced | 11,148 | 2,649 | 0.8% | 0.9% | 476 | -27 | -0.24% | Q1 2026 | May 07, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 11,136 | 2,646 | 0.21% | 0.18% | 477 | +2,360 | 26.89% | Q1 2026 | May 07, 2026 |
| YHB Investment Advisors, Inc. | History | New | 11,114 | 2,640 | 0.19% | — | 478 | +11,114 | New | Q1 2026 | Apr 10, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 11,017 | 2,617 | 0.65% | — | 479 | +11,017 | New | Q1 2026 | Apr 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,980 | 2,609 | 0.08% | 0.07% | 480 | +1,119 | 11.35% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 10,327 | 2,594 | 0.15% | 0.08% | 481 | +4,689 | 83.17% | Q1 2026 | Apr 17, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 10,888 | 2,587 | 2.48% | — | 482 | +10,888 | New | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,883 | 2,586 | 0.04% | 0.05% | 483 | -306 | -2.73% | Q1 2026 | Apr 22, 2026 |
| RAINIER FAMILY WEALTH INC | History | New | 10,826 | 2,572 | 1.73% | — | 484 | +10,826 | New | Q1 2026 | Apr 16, 2026 |
| Second Line Capital, LLC | History | New | 9,335 | 2,566 | 0.49% | — | 485 | +9,335 | New | Q1 2026 | May 14, 2026 |
| Rede Wealth, LLC | History | Added to | 10,773 | 2,559 | 0.92% | 0.85% | 486 | +1,070 | 11.03% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 10,075 | 2,547 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 10,697 | 2,541 | 0.54% | 0.56% | 488 | +197 | 1.88% | Q1 2026 | May 13, 2026 |
| NWF Advisory Services Inc. | History | Added to | 10,690 | 2,540 | 0.29% | 0.22% | 489 | +2,733 | 34.35% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | Added to | 10,616 | 2,522 | 0.12% | 0.07% | 490 | +5,308 | 100.0% | Q1 2026 | Apr 24, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 10,535 | 2,503 | 2.36% | 2.64% | 491 | -374 | -3.43% | Q1 2026 | Apr 10, 2026 |
| Zhang Financial LLC | History | Added to | 10,464 | 2,486 | 0.09% | 0.09% | 492 | +712 | 7.3% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,444 | 2,481 | 0.0% | 0.0% | 493 | +10,255 | 5425.93% | Q1 2026 | May 01, 2026 |
| Wealth Management Nebraska | History | Reduced | 10,428 | 2,477 | 0.25% | 0.31% | 494 | -192 | -1.81% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 10,393 | 2,469 | 0.97% | 0.79% | 495 | +2,126 | 25.72% | Q1 2026 | Apr 07, 2026 |
| Balentine LLC | History | No change | 10,389 | 2,468 | 0.1% | 0.1% | 496 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Garton & Associates Financial Advisors LLC | History | Added to | 10,352 | 2,459 | 2.01% | 1.38% | 497 | +585 | 5.99% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 10,294 | 2,446 | 0.08% | 0.07% | 498 | +2,383 | 30.12% | Q1 2026 | May 07, 2026 |
| Paladin Wealth, LLC | History | Added to | 10,232 | 2,431 | 1.67% | 1.59% | 499 | +1,004 | 10.88% | Q1 2026 | Apr 16, 2026 |
| Dougherty & Associates, LLC | History | Added to | 10,229 | 2,430 | 2.23% | 2.29% | 500 | +108 | 1.07% | Q1 2026 | Apr 21, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 10,101 | 2,400 | 1.21% | 1.42% | 501 | +574 | 6.02% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 10,044 | 2,386 | 0.25% | 0.36% | 502 | -3,580 | -26.28% | Q1 2026 | Apr 23, 2026 |
| Motiv8 Investments LLC | History | No change | 9,410 | 2,380 | 1.3% | 1.3% | 503 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 10,012 | 2,379 | 0.18% | 0.2% | 504 | +501 | 5.27% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,898 | 2,352 | 0.02% | 0.03% | 505 | -2,697 | -21.41% | Q1 2026 | Apr 07, 2026 |
| NWAM LLC | History | Reduced | 9,750 | 2,316 | 0.13% | 0.15% | 506 | -656 | -6.3% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | Added to | 9,731 | 2,312 | 0.04% | 0.02% | 507 | +6,961 | 251.3% | Q1 2026 | May 15, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 9,724 | 2,310 | 0.37% | 0.5% | 508 | -372 | -3.68% | Q1 2026 | Apr 10, 2026 |
| ZEGA Investments, LLC | History | Added to | 9,681 | 2,300 | 0.26% | 0.15% | 509 | +4,491 | 86.53% | Q1 2026 | May 08, 2026 |
| RDA Financial Network | History | Added to | 9,624 | 2,286 | 0.57% | 0.55% | 510 | +508 | 5.57% | Q1 2026 | Apr 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 9,576 | 2,275 | 0.14% | 0.14% | 511 | +400 | 4.36% | Q1 2026 | May 13, 2026 |
| Vienna Asset Management LLC | History | Added to | 9,499 | 2,257 | 1.75% | 1.27% | 512 | +614 | 6.91% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Reduced | 9,492 | 2,255 | 0.15% | 0.2% | 513 | -41 | -0.43% | Q1 2026 | Apr 20, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 9,470 | 2,250 | 1.86% | 1.82% | 514 | +321 | 3.51% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 9,457 | 2,247 | 0.06% | 0.03% | 515 | +4,480 | 90.01% | Q1 2026 | Apr 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 9,441 | 2,243 | 0.13% | 0.12% | 516 | +1,559 | 19.78% | Q1 2026 | Apr 29, 2026 |
| Worth Asset Management, LLC | History | Reduced | 9,343 | 2,220 | 0.83% | 1.94% | 517 | -8,701 | -48.22% | Q1 2026 | Apr 17, 2026 |
| Pioneer Family Office, LLC | History | Added to | 9,290 | 2,207 | 1.42% | 1.56% | 518 | +145 | 1.59% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Added to | 9,246 | 2,197 | 0.53% | 0.57% | 519 | +357 | 4.02% | Q1 2026 | Apr 21, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 9,236 | 2,194 | 1.5% | 1.59% | 520 | -125 | -1.34% | Q1 2026 | May 04, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 9,225 | 2,191 | 0.19% | — | 521 | +9,225 | New | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 9,075 | 2,156 | 1.07% | 0.05% | 522 | +8,671 | 2146.29% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,059 | 2,152 | 0.11% | 0.13% | 523 | -442 | -4.65% | Q1 2026 | Apr 17, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 9,017 | 2,142 | 2.09% | 2.49% | 524 | -992 | -9.91% | Q1 2026 | May 13, 2026 |
| Altus Wealth Group LLC | History | Reduced | 8,932 | 2,122 | 0.87% | 0.9% | 525 | -17 | -0.19% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,903 | 2,115 | 0.19% | 0.21% | 526 | -690 | -7.19% | Q1 2026 | Apr 30, 2026 |
| KIECKHEFER GROUP LLC | History | Added to | 8,863 | 2,106 | 0.99% | 0.92% | 527 | +1,246 | 16.36% | Q1 2026 | Apr 21, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 8,861 | 2,105 | 0.89% | 0.96% | 528 | -3 | -0.03% | Q1 2026 | Apr 15, 2026 |
| Valued Retirements, Inc. | History | Added to | 8,712 | 2,070 | 2.02% | 2.1% | 529 | +205 | 2.41% | Q1 2026 | May 13, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 8,658 | 2,057 | 0.19% | 0.18% | 530 | +1,143 | 15.21% | Q1 2026 | May 04, 2026 |
| CERTUITY, LLC | History | Reduced | 8,634 | 2,051 | 0.13% | 0.17% | 531 | -1,769 | -17.0% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 8,629 | 2,050 | 0.0% | 0.0% | 532 | -174 | -1.98% | Q1 2026 | May 14, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 8,396 | 2,029 | 0.75% | 0.78% | 534 | +142 | 1.72% | Q1 2026 | May 01, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 8,540 | 2,029 | 0.17% | 0.18% | 533 | +62 | 0.73% | Q1 2026 | Apr 20, 2026 |
| Invst, LLC | History | Reduced | 8,450 | 2,007 | 0.23% | 0.32% | 535 | -3,180 | -27.34% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 8,417 | 2,000 | 0.05% | 0.05% | 536 | +1,266 | 17.7% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 8,357 | 1,985 | 0.01% | 0.01% | 537 | +4,684 | 127.53% | Q1 2026 | May 04, 2026 |
| Hyposwiss Advisors SA | History | No change | 8,350 | 1,984 | 1.96% | 2.07% | 538 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 8,344 | 1,982 | 0.05% | 0.04% | 539 | +1,918 | 29.85% | Q1 2026 | May 08, 2026 |
| CABANA LLC | History | Added to | 8,322 | 1,977 | 15.52% | 15.22% | 540 | +291 | 3.62% | Q1 2026 | Apr 28, 2026 |
| Fortitude Financial, LLC | History | Added to | 8,291 | 1,970 | 1.04% | 1.7% | 541 | +360 | 4.54% | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 8,247 | 1,959 | 0.04% | 0.03% | 542 | +658 | 8.67% | Q1 2026 | May 07, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 8,196 | 1,947 | 0.1% | 0.11% | 543 | -61 | -0.74% | Q1 2026 | Apr 08, 2026 |
| Tandem Investment Partners LLC | History | Added to | 8,152 | 1,937 | 1.64% | 1.62% | 544 | +571 | 7.53% | Q1 2026 | May 13, 2026 |
| SFMG, LLC | History | Added to | 8,151 | 1,936 | 0.13% | 0.13% | 545 | +312 | 3.98% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,124 | 1,930 | 0.12% | 0.12% | 546 | +502 | 6.59% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 8,107 | 1,926 | 1.33% | 1.26% | 547 | +568 | 7.53% | Q1 2026 | Apr 07, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 8,085 | 1,921 | 0.36% | 0.42% | 548 | +3,939 | 95.01% | Q1 2026 | Apr 29, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,043 | 1,911 | 0.07% | 0.22% | 549 | -15,686 | -66.1% | Q1 2026 | May 13, 2026 |
| Global Financial Private Client, LLC | History | Added to | 8,014 | 1,904 | 0.62% | 0.68% | 550 | +304 | 3.94% | Q1 2026 | Apr 20, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 8,256 | 1,897 | 0.63% | 0.67% | 551 | +160 | 1.98% | Q1 2026 | Apr 27, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 7,956 | 1,890 | 1.44% | 1.42% | 552 | +288 | 3.76% | Q1 2026 | May 08, 2026 |
| LexAurum Advisors, LLC | History | New | 7,946 | 1,888 | 0.24% | — | 553 | +7,946 | New | Q1 2026 | Apr 13, 2026 |
| JDM Financial Group LLC | History | Added to | 7,909 | 1,879 | 0.72% | 0.57% | 554 | +2,143 | 37.17% | Q1 2026 | May 20, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 7,794 | 1,851 | 0.18% | 0.19% | 555 | -202 | -2.53% | Q1 2026 | May 06, 2026 |
| Omnitrust Wealth Management, Inc | History | Reduced | 7,731 | 1,837 | 2.38% | 5.66% | 557 | -9,875 | -56.09% | Q1 2026 | Apr 22, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 7,734 | 1,837 | 1.65% | 1.0% | 556 | +4,394 | 131.56% | Q1 2026 | Apr 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 7,705 | 1,830 | 0.01% | 0.01% | 558 | +818 | 11.88% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 7,556 | 1,795 | 0.13% | 0.2% | 559 | -3,017 | -28.53% | Q1 2026 | May 05, 2026 |
| Emerald Advisors, LLC | History | Added to | 7,480 | 1,777 | 0.22% | 0.24% | 560 | +388 | 5.47% | Q1 2026 | Apr 23, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,448 | 1,769 | 0.0% | 0.01% | 561 | -4,983 | -40.09% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 7,414 | 1,761 | 0.0% | 0.0% | 562 | +4,876 | 192.12% | Q1 2026 | May 13, 2026 |
| E Fund Management Co., Ltd. | History | New | 7,365 | 1,750 | 0.05% | — | 564 | +7,365 | New | Q1 2026 | Apr 13, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 7,365 | 1,750 | 0.8% | 0.25% | 563 | +4,519 | 158.78% | Q1 2026 | Apr 08, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 7,197 | 1,710 | 0.19% | 0.21% | 565 | -189 | -2.56% | Q1 2026 | Apr 28, 2026 |
| Prostatis Group LLC | History | Added to | 7,187 | 1,707 | 0.44% | 0.34% | 566 | +1,480 | 25.93% | Q1 2026 | May 12, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 7,097 | 1,686 | 0.4% | 0.43% | 567 | -100 | -1.39% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 7,073 | 1,680 | 0.13% | 0.06% | 568 | +4,113 | 138.95% | Q1 2026 | Apr 30, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 7,069 | 1,679 | 0.61% | 0.61% | 569 | +465 | 7.04% | Q1 2026 | May 06, 2026 |
| Strong Tower Advisory Services | History | Added to | 7,047 | 1,674 | 0.32% | 0.32% | 570 | +74 | 1.06% | Q1 2026 | Apr 16, 2026 |
| Ensign Peak Advisors, Inc | History | New | 7,020 | 1,668 | 0.0% | — | 571 | +7,020 | New | Q1 2026 | May 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 7,007 | 1,665 | 0.17% | 0.18% | 572 | +7 | 0.1% | Q1 2026 | Apr 30, 2026 |
| Continuum Advisory, LLC | History | Added to | 6,959 | 1,653 | 0.16% | 0.09% | 573 | +3,525 | 102.65% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Added to | 6,929 | 1,646 | 0.05% | 0.05% | 574 | +390 | 5.96% | Q1 2026 | May 15, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 6,919 | 1,644 | 0.6% | 0.67% | 575 | -241 | -3.37% | Q1 2026 | Apr 17, 2026 |
| CRA Financial Services, LLC | History | Added to | 6,850 | 1,627 | 0.21% | 0.21% | 576 | +480 | 7.54% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,805 | 1,617 | 0.06% | 0.56% | 577 | -57,107 | -89.35% | Q1 2026 | Apr 07, 2026 |
| Ipsen Advisor Group LLC | History | No change | 6,339 | 1,603 | 1.14% | 1.14% | 578 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 6,730 | 1,599 | 0.01% | 0.02% | 579 | -4,642 | -40.82% | Q1 2026 | Apr 24, 2026 |
| Colonial River Investments, LLC | History | Reduced | 6,689 | 1,589 | 0.57% | 0.66% | 580 | -625 | -8.55% | Q1 2026 | Apr 27, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 6,618 | 1,572 | 1.51% | 1.62% | 582 | -161 | -2.37% | Q1 2026 | May 06, 2026 |
| BXM Wealth LLC | History | Added to | 6,618 | 1,572 | 1.21% | 1.29% | 581 | +11 | 0.17% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 6,606 | 1,569 | 0.4% | 0.47% | 583 | +165 | 2.56% | Q1 2026 | May 08, 2026 |
| American Financial Advisors, LLC | History | Reduced | 6,577 | 1,562 | 0.21% | 0.22% | 584 | -207 | -3.05% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Added to | 6,568 | 1,560 | 0.07% | 0.07% | 585 | +48 | 0.74% | Q1 2026 | Apr 30, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 5,248 | 1,543 | 0.09% | 0.09% | 586 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 6,459 | 1,534 | 0.39% | 0.47% | 587 | -683 | -9.56% | Q1 2026 | Apr 09, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 6,388 | 1,517 | 0.09% | 0.09% | 588 | +5 | 0.08% | Q1 2026 | May 11, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 6,365 | 1,512 | 1.31% | 1.11% | 589 | +1,315 | 26.04% | Q1 2026 | Apr 23, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 6,266 | 1,488 | 0.81% | 0.87% | 590 | -853 | -11.98% | Q1 2026 | Apr 20, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 6,207 | 1,485 | 0.56% | 0.56% | 591 | +462 | 8.04% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 6,159 | 1,464 | 0.01% | 0.01% | 592 | +1,249 | 25.44% | Q1 2026 | May 14, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 6,158 | 1,463 | 0.14% | 0.17% | 593 | -1,160 | -15.85% | Q1 2026 | May 04, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,076 | 1,443 | 0.06% | 0.07% | 594 | +13 | 0.21% | Q1 2026 | May 08, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 6,033 | 1,433 | 0.01% | 0.01% | 595 | +1,174 | 24.16% | Q1 2026 | Apr 22, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 6,028 | 1,432 | 1.02% | 1.03% | 596 | +581 | 10.67% | Q1 2026 | May 19, 2026 |
| Box Hill Private Wealth LLC | History | Reduced | 5,985 | 1,422 | 1.41% | 1.66% | 597 | -509 | -7.84% | Q1 2026 | Apr 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,934 | 1,409 | 0.01% | 0.17% | 598 | -86,136 | -93.55% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,869 | 1,394 | 0.02% | 0.02% | 599 | +2,158 | 58.15% | Q1 2026 | May 18, 2026 |
| Pacific Asset Management, LLC | History | Added to | 5,818 | 1,382 | 0.77% | 0.71% | 600 | +1,169 | 25.15% | Q1 2026 | May 01, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 5,801 | 1,378 | 0.15% | 0.16% | 601 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,796 | 1,377 | 0.01% | 0.01% | 602 | +1,914 | 49.3% | Q1 2026 | Apr 30, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 5,778 | 1,373 | 0.48% | 0.39% | 603 | +1,457 | 33.72% | Q1 2026 | Apr 15, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 5,762 | 1,369 | 1.13% | 1.15% | 604 | +155 | 2.76% | Q1 2026 | Apr 21, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 5,704 | 1,355 | 0.27% | 0.27% | 605 | -583 | -9.27% | Q1 2026 | Apr 22, 2026 |
| Global View Capital Management LLC | History | Reduced | 5,657 | 1,344 | 0.36% | 3.6% | 606 | -70,743 | -92.6% | Q1 2026 | May 04, 2026 |
| Tactive Advisors, LLC | History | Added to | 5,642 | 1,340 | 0.38% | 0.39% | 607 | +373 | 7.08% | Q1 2026 | Apr 16, 2026 |
| NOVEM GROUP | History | Added to | 5,616 | 1,334 | 0.15% | 0.16% | 608 | +190 | 3.5% | Q1 2026 | Apr 10, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 5,797 | 1,333 | 0.2% | 0.54% | 609 | -8,090 | -58.26% | Q1 2026 | May 07, 2026 |
| SFM, LLC | History | Added to | 5,575 | 1,324 | 0.8% | 0.76% | 611 | +421 | 8.17% | Q1 2026 | Apr 08, 2026 |
| Presidio Capital Management, LLC | History | No change | 5,573 | 1,324 | 0.38% | 0.42% | 610 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Opulen Financial Group LLC | History | Reduced | 5,514 | 1,310 | 0.92% | 1.02% | 612 | -5 | -0.09% | Q1 2026 | Apr 29, 2026 |
| 6th Street Advisors, LLC | History | New | 5,501 | 1,307 | 0.82% | — | 613 | +5,501 | New | Q1 2026 | May 04, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 5,494 | 1,305 | 0.14% | 0.05% | 615 | +3,952 | 256.29% | Q1 2026 | Apr 23, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 5,492 | 1,305 | 0.26% | 0.29% | 614 | +71 | 1.31% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,483 | 1,302 | 0.06% | 0.15% | 616 | -7,148 | -56.59% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 5,459 | 1,297 | 0.04% | 0.05% | 617 | +106 | 1.98% | Q1 2026 | Apr 22, 2026 |
| Financial & Tax Architects, LLC | History | New | 5,421 | 1,288 | 0.29% | — | 618 | +5,421 | New | Q1 2026 | Apr 23, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 5,384 | 1,279 | 0.17% | 0.19% | 619 | -387 | -6.71% | Q1 2026 | Apr 08, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 5,333 | 1,267 | 0.43% | 0.54% | 620 | +4 | 0.08% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,292 | 1,257 | 0.0% | 0.05% | 621 | -55,416 | -91.28% | Q1 2026 | May 13, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 5,186 | 1,232 | 0.04% | 0.04% | 622 | +14 | 0.27% | Q1 2026 | Apr 10, 2026 |
| City State Bank | History | Added to | 5,158 | 1,225 | 0.32% | 0.33% | 623 | +375 | 7.84% | Q1 2026 | Apr 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 5,133 | 1,219 | 0.08% | 0.08% | 624 | +345 | 7.21% | Q1 2026 | May 15, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 5,133 | 1,219 | 0.56% | 0.59% | 625 | -25 | -0.48% | Q1 2026 | Apr 09, 2026 |
| Texas Yale Capital Corp. | History | Added to | 5,090 | 1,209 | 0.03% | 0.03% | 626 | +900 | 21.48% | Q1 2026 | May 04, 2026 |
| Renasant Bank | History | New | 5,046 | 1,199 | 0.85% | — | 627 | +5,046 | New | Q1 2026 | Apr 29, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 5,041 | 1,197 | 0.36% | 0.42% | 628 | -453 | -8.25% | Q1 2026 | Apr 20, 2026 |
| RIA Advisory Group LLC | History | Added to | 4,952 | 1,176 | 0.28% | 0.13% | 629 | +2,792 | 129.26% | Q1 2026 | Apr 23, 2026 |
| Plum Street Advisors, LLC | History | Added to | 4,871 | 1,157 | 0.4% | 0.37% | 630 | +738 | 17.86% | Q1 2026 | May 14, 2026 |
| Vision Retirement, LLC | History | Added to | 4,840 | 1,149 | 0.33% | 0.15% | 631 | +2,560 | 112.28% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,830 | 1,147 | 0.02% | 0.01% | 632 | +3,580 | 286.4% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 4,792 | 1,138 | 0.18% | 0.12% | 633 | +1,295 | 37.03% | Q1 2026 | May 15, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 4,776 | 1,134 | 0.26% | 0.24% | 634 | +569 | 13.53% | Q1 2026 | May 13, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 4,756 | 1,130 | 0.99% | 0.98% | 635 | +222 | 4.9% | Q1 2026 | Apr 20, 2026 |
| Clarendon Private LLC | History | Added to | 4,730 | 1,123 | 0.86% | 0.96% | 636 | +260 | 5.82% | Q1 2026 | May 11, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 4,663 | 1,119 | 1.07% | 1.0% | 637 | +443 | 10.5% | Q1 2026 | Apr 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 4,635 | 1,116 | 0.03% | 0.01% | 638 | +2,255 | 94.75% | Q1 2026 | Apr 08, 2026 |
| Sierra Capital LLC | History | Added to | 4,666 | 1,109 | 0.12% | 0.12% | 639 | +2 | 0.04% | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 4,564 | 1,105 | 0.7% | 1.85% | 640 | -9,456 | -67.45% | Q1 2026 | May 12, 2026 |
| Flavin Financial Services, Inc. | History | Reduced | 4,645 | 1,103 | 0.74% | 0.81% | 641 | -21 | -0.45% | Q1 2026 | May 07, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 4,616 | 1,096 | 0.59% | 0.65% | 642 | -1 | -0.02% | Q1 2026 | May 12, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 4,604 | 1,094 | 0.76% | 0.79% | 643 | +3 | 0.07% | Q1 2026 | Apr 22, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 4,545 | 1,079 | 0.63% | 0.12% | 644 | +3,711 | 444.96% | Q1 2026 | Apr 16, 2026 |
| Keystone Financial Group | History | Added to | 4,486 | 1,066 | 0.07% | 0.08% | 645 | +257 | 6.08% | Q1 2026 | May 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | New | 4,481 | 1,064 | 0.32% | — | 646 | +4,481 | New | Q1 2026 | Apr 28, 2026 |
| Brooklyn Investment Group | History | Added to | 4,476 | 1,063 | 0.03% | 0.02% | 648 | +2,776 | 163.29% | Q1 2026 | Apr 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,476 | 1,063 | 0.02% | 0.01% | 647 | +1,572 | 54.13% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Added to | 4,454 | 1,058 | 0.01% | 0.01% | 649 | +529 | 13.48% | Q1 2026 | May 06, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 4,341 | 1,051 | 0.17% | 1.14% | 650 | -21,342 | -83.1% | Q1 2026 | Apr 07, 2026 |
| Abound Wealth Management | History | Added to | 4,409 | 1,047 | 0.24% | 0.18% | 651 | +1,300 | 41.81% | Q1 2026 | Apr 10, 2026 |
| Seros Financial, LLC | History | Added to | 4,408 | 1,047 | 0.67% | 0.52% | 652 | +913 | 26.12% | Q1 2026 | May 05, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 4,367 | 1,037 | 0.34% | 0.3% | 653 | +798 | 22.36% | Q1 2026 | May 04, 2026 |
| Legacy Private Trust Co. | History | Added to | 4,364 | 1,036 | 0.06% | 0.06% | 654 | +165 | 3.93% | Q1 2026 | Apr 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,344 | 1,032 | 0.03% | 0.03% | 655 | -119 | -2.67% | Q1 2026 | May 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 4,341 | 1,031 | 0.42% | 0.42% | 656 | +219 | 5.31% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,334 | 1,029 | 0.01% | 0.01% | 657 | -2,162 | -33.28% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 4,305 | 1,022 | 0.0% | 0.0% | 658 | -1,038 | -19.43% | Q1 2026 | May 05, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,281 | 1,017 | 0.34% | 0.31% | 659 | +320 | 8.08% | Q1 2026 | May 15, 2026 |
| Blue Chip Partners, LLC | History | Added to | 4,262 | 1,012 | 0.07% | 0.07% | 660 | +527 | 14.11% | Q1 2026 | May 15, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 4,245 | 1,008 | 0.26% | 0.26% | 661 | +82 | 1.97% | Q1 2026 | Apr 22, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 4,233 | 1,005 | 0.2% | 0.22% | 662 | +217 | 5.4% | Q1 2026 | May 01, 2026 |
| Giverny Capital Inc. | History | New | 4,222 | 1,003 | 0.04% | — | 663 | +4,222 | New | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 3,740 | 986 | 0.03% | 0.03% | 664 | -22 | -0.58% | Q1 2026 | Apr 17, 2026 |
| RFP Financial Group LLC | History | No change | 4,100 | 974 | 0.53% | 0.5% | 665 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 4,063 | 965 | 0.03% | 0.03% | 666 | +181 | 4.66% | Q1 2026 | May 14, 2026 |
| Blue Line Capital, LLC / IL | History | Added to | 4,052 | 962 | 1.09% | 1.19% | 667 | +52 | 1.3% | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 3,650 | 958 | 0.06% | 0.02% | 668 | +2,198 | 151.38% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,024 | 955 | 0.03% | 0.04% | 669 | -387 | -8.77% | Q1 2026 | May 15, 2026 |
| Aldebaran Financial Inc. | History | Added to | 4,004 | 951 | 0.9% | 0.9% | 670 | +200 | 5.26% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,001 | 950 | 0.01% | 0.01% | 671 | +171 | 4.46% | Q1 2026 | Apr 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 3,992 | 948 | 0.05% | 0.05% | 672 | +167 | 4.37% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,931 | 934 | 0.01% | 0.01% | 673 | -79 | -1.97% | Q1 2026 | May 12, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 3,929 | 933 | 0.51% | 0.32% | 674 | +1,741 | 79.57% | Q1 2026 | May 04, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 3,925 | 932 | 0.13% | — | 677 | +3,925 | New | Q1 2026 | May 12, 2026 |
| Headlands Technologies LLC | History | New | 3,924 | 932 | 0.11% | — | 676 | +3,924 | New | Q1 2026 | May 13, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 3,926 | 932 | 0.6% | 0.76% | 675 | -724 | -15.57% | Q1 2026 | May 08, 2026 |
| Indivisible Partners | History | Added to | 3,891 | 924 | 0.08% | 0.11% | 678 | +4 | 0.1% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,420 | 922 | 0.02% | 0.02% | 679 | -412 | -10.75% | Q1 2026 | May 04, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 3,869 | 919 | 0.09% | 0.11% | 680 | -583 | -13.1% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 3,865 | 918 | 0.0% | — | 681 | +3,865 | New | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Added to | 3,848 | 914 | 0.11% | 0.11% | 682 | +203 | 5.57% | Q1 2026 | Apr 23, 2026 |
| Quartz Partners, LLC | History | Reduced | 3,828 | 909 | 0.35% | 0.41% | 683 | -520 | -11.96% | Q1 2026 | May 05, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 3,827 | 909 | 0.51% | 0.53% | 684 | +191 | 5.25% | Q1 2026 | Apr 27, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 3,820 | 907 | 0.66% | 0.53% | 685 | +847 | 28.49% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 3,803 | 903 | 0.06% | 0.07% | 686 | -40 | -1.04% | Q1 2026 | May 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 3,797 | 902 | 0.04% | 0.03% | 687 | +490 | 14.82% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 3,778 | 898 | 0.04% | 0.04% | 688 | +334 | 9.7% | Q1 2026 | May 12, 2026 |
| Inscription Capital, LLC | History | Added to | 3,774 | 896 | 0.09% | 0.1% | 689 | +106 | 2.89% | Q1 2026 | Apr 20, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 3,768 | 895 | 0.13% | 0.51% | 692 | -9,322 | -71.21% | Q1 2026 | Apr 24, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 3,768 | 895 | 0.01% | 0.01% | 691 | +2,578 | 216.64% | Q1 2026 | Apr 21, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 3,769 | 895 | 0.27% | 0.27% | 690 | +387 | 11.44% | Q1 2026 | Apr 06, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 3,758 | 892 | 0.08% | 0.09% | 693 | -45 | -1.18% | Q1 2026 | May 14, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 3,734 | 887 | 0.26% | 0.28% | 695 | -4 | -0.11% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,510 | 887 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | Added to | 3,731 | 886 | 0.18% | 0.11% | 696 | +1,740 | 87.39% | Q1 2026 | May 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 3,717 | 883 | 0.3% | 0.31% | 697 | -27 | -0.72% | Q1 2026 | May 13, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 3,669 | 882 | 0.69% | 0.88% | 698 | +4 | 0.11% | Q1 2026 | Apr 02, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 3,655 | 868 | 0.2% | 0.08% | 699 | +2,331 | 176.06% | Q1 2026 | Apr 27, 2026 |
| Orion Capital Management LLC | History | Added to | 3,603 | 856 | 0.29% | 0.26% | 700 | +495 | 15.93% | Q1 2026 | May 14, 2026 |
| American Money Management, LLC | History | No change | 3,598 | 854 | 0.14% | 0.14% | 701 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 3,579 | 850 | 0.2% | 0.18% | 702 | +511 | 16.66% | Q1 2026 | Apr 28, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 3,559 | 845 | 0.37% | 0.28% | 703 | +1,094 | 44.38% | Q1 2026 | Apr 22, 2026 |
| Well Done, LLC | History | Reduced | 3,532 | 839 | 0.12% | 0.15% | 704 | -516 | -12.75% | Q1 2026 | Apr 14, 2026 |
| Firestone Capital Management | History | Added to | 3,516 | 835 | 0.17% | 0.17% | 705 | +325 | 10.18% | Q1 2026 | May 08, 2026 |
| LeClair Wealth Partners LLC | History | New | 3,491 | 829 | 0.29% | — | 708 | +3,491 | New | Q1 2026 | May 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 3,490 | 829 | 0.18% | 0.21% | 706 | +62 | 1.81% | Q1 2026 | May 15, 2026 |
| Blue Water Asset Management | History | Added to | 3,491 | 829 | 0.29% | 0.32% | 707 | +22 | 0.63% | Q1 2026 | May 05, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 3,440 | 817 | 0.24% | 0.24% | 709 | +337 | 10.86% | Q1 2026 | May 20, 2026 |
| Centerpoint Advisory Group | History | Reduced | 3,440 | 817 | 0.62% | 0.71% | 710 | -202 | -5.55% | Q1 2026 | Apr 29, 2026 |
| Taylor Financial Group, Inc. | History | No change | 3,435 | 816 | 0.49% | 0.51% | 711 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Revisor Wealth Management LLC | History | Added to | 3,434 | 815 | 0.23% | 0.22% | 712 | +206 | 6.38% | Q1 2026 | Apr 27, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 3,423 | 813 | 0.25% | 0.26% | 713 | -138 | -3.88% | Q1 2026 | May 12, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 3,401 | 808 | 0.47% | 0.4% | 714 | +617 | 22.16% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,356 | 797 | 0.04% | 0.08% | 715 | -4,243 | -55.84% | Q1 2026 | Apr 28, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 3,319 | 788 | 0.58% | 0.67% | 716 | -164 | -4.71% | Q1 2026 | May 05, 2026 |
| Dedeker Financial LLC | History | Reduced | 3,282 | 780 | 0.68% | 0.82% | 717 | -332 | -9.19% | Q1 2026 | Apr 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 3,261 | 774 | 0.24% | 0.26% | 718 | +161 | 5.19% | Q1 2026 | May 13, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 3,259 | 774 | 0.18% | 0.18% | 719 | +140 | 4.49% | Q1 2026 | May 08, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 3,261 | 774 | 0.72% | 0.72% | 720 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fiduciary Group, LLC | History | Added to | 3,257 | 773 | 0.07% | 0.05% | 721 | +1,009 | 44.88% | Q1 2026 | May 11, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 3,237 | 769 | 0.29% | 0.04% | 722 | +1,742 | 116.52% | Q1 2026 | May 05, 2026 |
| MSH Capital Advisors LLC | History | Added to | 3,231 | 767 | 0.16% | 0.17% | 723 | +58 | 1.83% | Q1 2026 | May 08, 2026 |
| Clearstead Trust, LLC | History | Added to | 3,225 | 766 | 0.12% | 0.12% | 724 | +193 | 6.37% | Q1 2026 | May 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,222 | 765 | 0.01% | 0.0% | 725 | +866 | 36.76% | Q1 2026 | May 01, 2026 |
| Compass Advisory Group LLC | History | Added to | 3,220 | 765 | 0.2% | 0.22% | 726 | +5 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 3,207 | 762 | 0.02% | 0.16% | 727 | -17,980 | -84.86% | Q1 2026 | May 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 3,194 | 758 | 0.17% | 0.27% | 728 | -1,383 | -30.22% | Q1 2026 | May 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 3,176 | 754 | 0.09% | 0.02% | 729 | +2,717 | 591.94% | Q1 2026 | May 18, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 3,149 | 748 | 0.4% | 0.44% | 730 | -105 | -3.23% | Q1 2026 | May 14, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 3,140 | 746 | 0.61% | 0.6% | 731 | +271 | 9.45% | Q1 2026 | May 15, 2026 |
| PSI Advisors, LLC | History | Reduced | 3,131 | 743 | 0.18% | 0.34% | 732 | -2,257 | -41.89% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,103 | 737 | 0.01% | 0.01% | 733 | +65 | 2.14% | Q1 2026 | Apr 28, 2026 |
| AGP FRANKLIN, LLC | History | Added to | 3,090 | 734 | 0.37% | 0.34% | 734 | +196 | 6.77% | Q1 2026 | Apr 17, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 3,073 | 730 | 0.24% | 0.25% | 735 | -38 | -1.22% | Q1 2026 | May 06, 2026 |
| Clare Market Investments LLC | History | New | 3,055 | 725 | 0.15% | — | 736 | +3,055 | New | Q1 2026 | Apr 29, 2026 |
| Daviman Financial, LLC | History | Added to | 3,015 | 716 | 0.42% | 0.42% | 737 | +199 | 7.07% | Q1 2026 | Apr 23, 2026 |
| Seneschal Advisors, LLC | History | Added to | 3,003 | 713 | 0.53% | 0.55% | 738 | +26 | 0.87% | Q1 2026 | May 08, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 2,980 | 708 | 0.76% | 1.49% | 739 | -7,084 | -70.39% | Q1 2026 | Apr 28, 2026 |
| Braeburn Wealth Management LLC | History | Added to | 2,976 | 707 | 0.4% | 0.38% | 740 | +39 | 1.33% | Q1 2026 | Apr 17, 2026 |
| Reality Financial Planning Services, LLC | History | Added to | 2,969 | 705 | 0.68% | 0.71% | 741 | +35 | 1.19% | Q1 2026 | Apr 24, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 2,964 | 704 | 0.05% | 0.04% | 742 | +607 | 25.75% | Q1 2026 | Apr 15, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 2,958 | 702 | 0.11% | — | 743 | +2,958 | New | Q1 2026 | Apr 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 2,951 | 701 | 0.21% | 0.08% | 744 | +1,429 | 93.89% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,942 | 699 | 0.01% | 0.01% | 745 | +171 | 6.17% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 2,933 | 696 | 0.23% | 0.13% | 747 | +1,328 | 82.74% | Q1 2026 | Apr 09, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 2,933 | 696 | 0.03% | 0.03% | 746 | -101 | -3.33% | Q1 2026 | Apr 29, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 2,902 | 689 | 0.72% | 0.82% | 748 | -268 | -8.45% | Q1 2026 | May 12, 2026 |
| Alteri Wealth LLC | History | Reduced | 2,898 | 688 | 0.22% | 0.25% | 749 | -125 | -4.13% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 2,893 | 687 | 0.32% | 0.79% | 750 | -4,331 | -59.95% | Q1 2026 | May 04, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 2,867 | 681 | 0.42% | 1.22% | 751 | -5,214 | -64.52% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,863 | 680 | 0.01% | 0.01% | 752 | +906 | 46.3% | Q1 2026 | May 08, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,865 | 680 | 0.05% | 0.05% | 754 | +246 | 9.39% | Q1 2026 | Apr 06, 2026 |
| Seneca House Advisors | History | Reduced | 2,862 | 680 | 0.27% | 0.27% | 753 | -30 | -1.04% | Q1 2026 | May 01, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | New | 2,857 | 678 | 0.01% | — | 755 | +2,857 | New | Q1 2026 | May 15, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 2,847 | 676 | 0.09% | 0.17% | 757 | -2,185 | -43.42% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Reduced | 2,848 | 676 | 0.01% | 0.01% | 756 | -250 | -8.07% | Q1 2026 | May 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 2,821 | 670 | 0.04% | 0.03% | 758 | +514 | 22.28% | Q1 2026 | Apr 30, 2026 |
| Whalen Wealth Management Inc. | History | New | 2,811 | 667 | 0.36% | — | 759 | +2,811 | New | Q1 2026 | Apr 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,791 | 663 | 0.12% | 0.13% | 760 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 2,769 | 658 | 0.34% | 0.51% | 762 | -1,950 | -41.32% | Q1 2026 | May 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 2,770 | 658 | 0.26% | 0.15% | 761 | +1,294 | 87.67% | Q1 2026 | Apr 21, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 2,753 | 654 | 0.14% | 0.17% | 763 | -405 | -12.82% | Q1 2026 | Apr 14, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 2,742 | 652 | 0.15% | 0.16% | 764 | -24 | -0.87% | Q1 2026 | May 13, 2026 |
| ENTREWEALTH, LLC | History | Added to | 2,732 | 649 | 0.29% | 0.28% | 765 | +235 | 9.41% | Q1 2026 | May 14, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 2,723 | 647 | 0.33% | 0.27% | 766 | +940 | 52.72% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,717 | 645 | 0.01% | 0.01% | 767 | +272 | 11.12% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 2,681 | 637 | 0.16% | 0.19% | 768 | +1,855 | 224.58% | Q1 2026 | May 12, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 2,674 | 635 | 0.13% | 0.15% | 769 | -81 | -2.94% | Q1 2026 | May 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 2,667 | 633 | 0.28% | 0.27% | 770 | +364 | 15.81% | Q1 2026 | May 08, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 2,644 | 628 | 0.3% | 0.3% | 771 | +195 | 7.96% | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 2,286 | 628 | 0.13% | 0.14% | 772 | -120 | -4.99% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,644 | 627 | 0.0% | 0.0% | 773 | +94 | 3.69% | Q1 2026 | May 08, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 2,631 | 625 | 0.01% | 0.01% | 774 | -865 | -24.74% | Q1 2026 | May 05, 2026 |
| Columbia Asset Management | History | No change | 2,631 | 625 | 0.12% | 0.12% | 775 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,624 | 623 | 0.07% | — | 778 | +2,624 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,592 | 623 | 0.03% | 0.03% | 777 | +489 | 23.25% | Q1 2026 | Apr 27, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 2,712 | 623 | 0.04% | 0.03% | 776 | +339 | 14.29% | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 2,612 | 620 | 0.11% | 0.1% | 780 | +326 | 14.26% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,611 | 620 | 0.04% | 0.04% | 779 | +267 | 11.39% | Q1 2026 | May 15, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 2,609 | 619 | 0.1% | 0.1% | 781 | -80 | -2.98% | Q1 2026 | Apr 27, 2026 |
| WealthPlan Investment Management, LLC | History | New | 2,604 | 618 | 0.03% | — | 783 | +2,604 | New | Q1 2026 | Apr 29, 2026 |
| Northwest Financial Advisors | History | Added to | 2,601 | 618 | 1.19% | 1.32% | 782 | +65 | 2.56% | Q1 2026 | Apr 24, 2026 |
| Accurate Wealth Management, LLC | History | New | 2,441 | 614 | 0.07% | — | 785 | +2,441 | New | Q1 2026 | Apr 22, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 2,587 | 614 | 0.16% | 0.16% | 784 | +117 | 4.74% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,575 | 611 | 0.0% | 0.0% | 786 | +41 | 1.62% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 2,541 | 603 | 0.0% | 0.0% | 787 | -2,106 | -45.32% | Q1 2026 | May 13, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 2,540 | 603 | 0.03% | 0.05% | 788 | -13 | -0.51% | Q1 2026 | Apr 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 2,520 | 598 | 0.04% | 0.02% | 789 | +1,571 | 165.54% | Q1 2026 | Apr 20, 2026 |
| SHP Wealth Management | History | Added to | 2,495 | 592 | 0.04% | 0.05% | 790 | +178 | 7.68% | Q1 2026 | May 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 2,476 | 588 | 0.03% | 0.04% | 791 | -219 | -8.13% | Q1 2026 | Apr 16, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 2,474 | 587 | 0.04% | 0.02% | 792 | +991 | 66.82% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | New | 2,464 | 585 | 0.62% | — | 793 | +2,464 | New | Q1 2026 | May 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 2,433 | 578 | 0.29% | 0.27% | 794 | +439 | 22.02% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 2,430 | 577 | 0.06% | 0.06% | 795 | +12 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,415 | 573 | 0.18% | 0.2% | 796 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Boreal Capital Management LLC | History | No change | 2,415 | 573 | 0.47% | 0.46% | 797 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 2,239 | 569 | 0.24% | 0.22% | 798 | +295 | 15.17% | Q1 2026 | Apr 15, 2026 |
| Breachway Investments LLC | History | Added to | 2,338 | 562 | 0.54% | 0.56% | 799 | +245 | 11.71% | Q1 2026 | Apr 13, 2026 |
| Obermeyer Wealth Partners | History | No change | 2,357 | 560 | 0.03% | 0.03% | 800 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Corp | History | Added to | 2,341 | 556 | 0.12% | 0.13% | 801 | +49 | 2.14% | Q1 2026 | May 04, 2026 |
| Planned Solutions, Inc. | History | No change | 2,332 | 554 | 0.18% | 0.19% | 802 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 2,320 | 551 | 0.09% | 0.08% | 803 | +260 | 12.62% | Q1 2026 | May 15, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 2,300 | 546 | 0.29% | 0.56% | 804 | -1,847 | -44.54% | Q1 2026 | May 04, 2026 |
| DUTCH ASSET Corp | History | Reduced | 2,280 | 541 | 0.36% | 0.47% | 805 | -133 | -5.51% | Q1 2026 | May 08, 2026 |
| MOR Wealth Management, LLC | History | Added to | 2,270 | 539 | 0.25% | 0.23% | 806 | +272 | 13.61% | Q1 2026 | Apr 24, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 2,264 | 537 | 0.04% | 0.03% | 807 | +492 | 27.77% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Added to | 2,227 | 529 | 0.02% | 0.01% | 808 | +395 | 21.56% | Q1 2026 | May 14, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 2,229 | 529 | 0.45% | 0.59% | 809 | -135 | -5.71% | Q1 2026 | Apr 27, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 2,214 | 526 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | No change | 2,062 | 521 | 0.05% | 0.05% | 811 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 2,178 | 517 | 0.06% | 0.06% | 812 | +56 | 2.64% | Q1 2026 | Apr 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 2,168 | 515 | 0.05% | 0.01% | 813 | +1,718 | 381.78% | Q1 2026 | Apr 15, 2026 |
| Facet Wealth, Inc. | History | Reduced | 2,171 | 515 | 0.01% | 0.01% | 814 | -631 | -22.52% | Q1 2026 | May 07, 2026 |
| FF Advisors,LLC | History | Reduced | 1,874 | 502 | 0.2% | 0.35% | 816 | -1,212 | -39.27% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 2,115 | 502 | 0.01% | 0.01% | 815 | +3 | 0.14% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 2,107 | 500 | 0.01% | 0.01% | 817 | +200 | 10.49% | Q1 2026 | Apr 21, 2026 |
| Accretive Wealth Partners, LLC | History | New | 2,103 | 499 | 0.14% | — | 818 | +2,103 | New | Q1 2026 | Apr 22, 2026 |
| HEADINVEST, LLC | History | New | 2,074 | 492 | 0.1% | — | 820 | +2,074 | New | Q1 2026 | May 15, 2026 |
| Santori & Peters, Inc. | History | Added to | 2,071 | 492 | 0.15% | 0.17% | 819 | +149 | 7.75% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 2,068 | 491 | 0.01% | 0.02% | 821 | +756 | 57.62% | Q1 2026 | Apr 27, 2026 |
| WASHINGTON TRUST Co | History | Added to | 2,060 | 489 | 0.02% | 0.02% | 822 | +121 | 6.24% | Q1 2026 | Apr 06, 2026 |
| Nikulski Financial, Inc. | History | Added to | 2,056 | 488 | 0.12% | 0.06% | 823 | +1,029 | 100.19% | Q1 2026 | May 14, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 2,053 | 487 | 0.08% | — | 825 | +2,053 | New | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,052 | 487 | 0.03% | 0.03% | 824 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RMR Wealth Builders | History | Added to | 2,039 | 484 | 0.04% | 0.04% | 826 | +91 | 4.67% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,028 | 481 | 0.04% | 0.03% | 827 | +472 | 30.33% | Q1 2026 | May 05, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 2,000 | 475 | 0.21% | 0.21% | 828 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,875 | 474 | 0.04% | 0.04% | 829 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MWA Asset Management | History | Reduced | 1,980 | 470 | 0.26% | 0.29% | 830 | -53 | -2.61% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,963 | 466 | 0.0% | 0.0% | 831 | +1,114 | 131.21% | Q1 2026 | May 01, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 1,961 | 465 | 0.08% | 0.09% | 832 | -58 | -2.87% | Q1 2026 | May 12, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 1,956 | 464 | 0.3% | 0.3% | 833 | -11 | -0.56% | Q1 2026 | Apr 28, 2026 |
| ACT Advisors, LLC. | History | Reduced | 1,947 | 462 | 0.2% | 10.85% | 834 | -106,903 | -98.21% | Q1 2026 | Apr 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 1,941 | 461 | 0.16% | 0.13% | 835 | +477 | 32.58% | Q1 2026 | Apr 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 1,937 | 460 | 0.01% | — | 836 | +1,937 | New | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | No change | 1,928 | 458 | 0.12% | 0.14% | 837 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PROTECTIVE LIFE CORP | History | New | 1,921 | 456 | 1.52% | — | 838 | +1,921 | New | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 2,886 | 454 | 0.03% | 1.05% | 839 | -52,490 | -94.79% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,914 | 454 | 0.0% | 0.0% | 840 | +392 | 25.76% | Q1 2026 | Apr 27, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 1,896 | 450 | 0.15% | 0.35% | 841 | -1,870 | -49.65% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 1,875 | 445 | 0.03% | 0.02% | 842 | +40 | 2.18% | Q1 2026 | Apr 28, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 1,870 | 444 | 0.13% | 0.14% | 843 | -34 | -1.79% | Q1 2026 | Apr 02, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 1,871 | 444 | 0.32% | 0.33% | 844 | +3 | 0.16% | Q1 2026 | May 06, 2026 |
| Summit Global Investments | History | Added to | 1,845 | 438 | 0.03% | 0.03% | 845 | +134 | 7.83% | Q1 2026 | May 07, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 1,840 | 437 | 0.11% | 0.0% | 846 | +1,781 | 3018.64% | Q1 2026 | Apr 30, 2026 |
| Cooper Financial Group | History | New | 1,825 | 433 | 0.04% | — | 848 | +1,825 | New | Q1 2026 | Apr 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,823 | 433 | 0.0% | 0.0% | 847 | +674 | 58.66% | Q1 2026 | May 15, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 1,821 | 432 | 0.08% | 0.09% | 849 | +1 | 0.05% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Added to | 1,811 | 430 | 0.0% | 0.0% | 850 | +709 | 64.34% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 1,801 | 427 | 0.03% | 0.02% | 851 | +861 | 91.6% | Q1 2026 | Apr 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,684 | 425 | 0.0% | 0.0% | 852 | +648 | 62.55% | Q1 2026 | May 15, 2026 |
| Stillwater Wealth Management Group | History | Added to | 1,780 | 423 | 0.26% | 0.27% | 853 | +209 | 13.3% | Q1 2026 | May 11, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 1,769 | 420 | 0.05% | 0.06% | 854 | -127 | -6.7% | Q1 2026 | Apr 23, 2026 |
| BIP Wealth, LLC | History | New | 1,765 | 419 | 0.02% | — | 855 | +1,765 | New | Q1 2026 | Apr 27, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 1,758 | 417 | 0.19% | 0.35% | 856 | -1,169 | -39.94% | Q1 2026 | Apr 20, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 1,750 | 415 | 0.16% | 0.15% | 857 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 1,743 | 414 | 0.18% | 0.19% | 858 | -18 | -1.02% | Q1 2026 | Apr 20, 2026 |
| F/m Investments LLC | History | No change | 1,740 | 413 | 0.03% | 0.02% | 859 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 1,730 | 411 | 0.18% | 0.13% | 860 | +2 | 0.12% | Q1 2026 | Apr 09, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 1,463 | 410 | 0.09% | 0.09% | 862 | +29 | 2.02% | Q1 2026 | May 08, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 1,727 | 410 | 0.15% | 0.22% | 861 | +5 | 0.29% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,704 | 404 | 0.0% | — | 863 | +1,704 | New | Q1 2026 | May 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 1,703 | 404 | 0.04% | — | 864 | +1,703 | New | Q1 2026 | Apr 30, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 1,685 | 400 | 0.3% | 0.2% | 865 | +601 | 55.44% | Q1 2026 | May 15, 2026 |
| SMART Wealth LLC | History | Added to | 1,682 | 399 | 0.12% | 0.11% | 866 | +249 | 17.38% | Q1 2026 | Apr 23, 2026 |
| Perennial Investment Advisors, LLC | History | New | 1,666 | 395 | 0.03% | — | 867 | +1,666 | New | Q1 2026 | May 15, 2026 |
| SimpliFi, Inc. | History | Reduced | 1,652 | 392 | 0.16% | 0.18% | 868 | -9 | -0.54% | Q1 2026 | Apr 22, 2026 |
| GWN SECURITIES INC. | History | Added to | 1,644 | 391 | 0.07% | 0.08% | 869 | +57 | 3.59% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Added to | 1,636 | 388 | 0.06% | 0.07% | 870 | +3 | 0.18% | Q1 2026 | Apr 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 1,624 | 385 | 0.01% | — | 871 | +1,624 | New | Q1 2026 | Apr 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 1,622 | 385 | 0.05% | — | 872 | +1,622 | New | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 1,617 | 384 | 0.01% | 0.02% | 873 | -695 | -30.06% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | Added to | 1,614 | 383 | 0.02% | 0.02% | 874 | +159 | 10.93% | Q1 2026 | May 07, 2026 |
| Ridgewood Investments LLC | History | New | 1,610 | 382 | 0.16% | — | 875 | +1,610 | New | Q1 2026 | Apr 03, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | New | 1,601 | 380 | 0.43% | — | 876 | +1,601 | New | Q1 2026 | May 04, 2026 |
| Freedom Financial Partners LLC | History | Added to | 1,597 | 379 | 0.13% | 0.15% | 877 | +2 | 0.13% | Q1 2026 | Apr 16, 2026 |
| COFG Advisors, LLC | History | Added to | 1,584 | 376 | 0.09% | 0.1% | 878 | +2 | 0.13% | Q1 2026 | May 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 1,580 | 375 | 0.05% | 0.06% | 879 | -1 | -0.06% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,573 | 373 | 0.0% | 0.01% | 880 | -2,618 | -62.47% | Q1 2026 | May 05, 2026 |
| TORONTO DOMINION BANK | History | Added to | 1,569 | 373 | 0.0% | 0.0% | 881 | +1,480 | 1662.92% | Q1 2026 | May 15, 2026 |
| Bulwark Capital Corp | History | Added to | 1,550 | 368 | 0.23% | 0.02% | 883 | +1,448 | 1419.61% | Q1 2026 | Apr 07, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 1,550 | 368 | 0.3% | 0.58% | 882 | -1,087 | -41.22% | Q1 2026 | May 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,518 | 360 | 0.0% | 0.0% | 884 | +538 | 54.9% | Q1 2026 | Apr 27, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 1,508 | 358 | 0.09% | 0.08% | 885 | +294 | 24.22% | Q1 2026 | Apr 08, 2026 |
| LJI Wealth Management, LLC | History | No change | 1,510 | 358 | 0.06% | 0.06% | 886 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parcion Private Wealth LLC | History | No change | 1,501 | 356 | 0.02% | 0.02% | 887 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,494 | 355 | 0.01% | 0.01% | 888 | +1 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Mosaic Advisors LLC | History | No change | 1,300 | 355 | 0.53% | 0.63% | 889 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 1,492 | 354 | 0.03% | — | 890 | +1,492 | New | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,489 | 353 | 0.01% | 0.01% | 891 | +520 | 53.66% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 1,486 | 353 | 0.03% | 0.05% | 892 | +147 | 10.98% | Q1 2026 | Apr 28, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 1,477 | 350 | 0.02% | 0.27% | 893 | -16,653 | -91.85% | Q1 2026 | Apr 20, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,466 | 348 | 0.01% | 0.01% | 894 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HERBST GROUP, LLC | History | New | 1,458 | 346 | 0.21% | — | 896 | +1,458 | New | Q1 2026 | Apr 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,459 | 346 | 0.01% | 0.01% | 895 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 1,455 | 345 | 0.06% | 0.07% | 897 | -170 | -10.46% | Q1 2026 | Apr 29, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 1,435 | 340 | 0.01% | 0.02% | 898 | -2,715 | -65.42% | Q1 2026 | May 13, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 1,434 | 340 | 0.19% | 0.2% | 899 | -20 | -1.38% | Q1 2026 | Apr 22, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 1,433 | 340 | 0.25% | 0.27% | 900 | +1 | 0.07% | Q1 2026 | May 08, 2026 |
| VCI Wealth Management LLC | History | Added to | 1,428 | 339 | 0.09% | 0.09% | 901 | +129 | 9.93% | Q1 2026 | Apr 21, 2026 |
| Essential Partners LLC | History | Added to | 1,422 | 337 | 0.11% | 0.0% | 902 | +1,395 | 5166.67% | Q1 2026 | May 21, 2026 |
| SouthState Bank Corp | History | Added to | 1,413 | 335 | 0.02% | 0.01% | 903 | +203 | 16.78% | Q1 2026 | May 05, 2026 |
| Concord Wealth Partners | History | Reduced | 1,411 | 335 | 0.04% | 0.05% | 904 | -93 | -6.18% | Q1 2026 | May 01, 2026 |
| Northstar Group, Inc. | History | Reduced | 1,406 | 334 | 0.05% | 0.05% | 905 | -142 | -9.17% | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 1,400 | 332 | 0.01% | 0.01% | 906 | +20 | 1.45% | Q1 2026 | May 07, 2026 |
| Capital Square, LLC | History | Added to | 1,200 | 328 | 0.15% | 0.12% | 907 | +265 | 28.34% | Q1 2026 | May 11, 2026 |
| Expressive Wealth LLC | History | Added to | 1,146 | 328 | 0.31% | 0.26% | 908 | +183 | 19.0% | Q1 2026 | May 11, 2026 |
| TopTier Wealth Management, LLC | History | New | 1,375 | 326 | 0.2% | — | 909 | +1,375 | New | Q1 2026 | May 05, 2026 |
| O'Connor Financial Group LLC | History | Added to | 1,371 | 325 | 0.13% | 0.14% | 910 | +20 | 1.48% | Q1 2026 | Apr 23, 2026 |
| Advisor Resource Council | History | Reduced | 1,365 | 324 | 0.1% | 0.35% | 912 | -2,489 | -64.58% | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | Reduced | 1,367 | 324 | 0.0% | 0.0% | 911 | -131 | -8.74% | Q1 2026 | May 15, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 1,361 | 323 | 0.05% | 0.05% | 913 | +2 | 0.15% | Q1 2026 | Apr 10, 2026 |
| BostonPremier Wealth LLC | History | Added to | 1,355 | 321 | 0.17% | 0.18% | 914 | +2 | 0.15% | Q1 2026 | Apr 10, 2026 |
| Share Andrew L. | History | No change | 1,350 | 320 | 0.15% | 0.17% | 915 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 1,336 | 317 | 0.02% | — | 917 | +1,336 | New | Q1 2026 | Apr 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,336 | 317 | 0.02% | 0.02% | 916 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,332 | 316 | 0.0% | — | 918 | +1,332 | New | Q1 2026 | May 08, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,319 | 313 | 0.01% | 0.01% | 919 | +122 | 10.19% | Q1 2026 | May 14, 2026 |
| Entelevest, LLC | History | Added to | 1,316 | 312 | 0.31% | 0.26% | 920 | +302 | 29.78% | Q1 2026 | May 04, 2026 |
| Oder Investment Management, LLC | History | Added to | 1,312 | 311 | 0.24% | 0.19% | 921 | +285 | 27.75% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | No change | 1,308 | 310 | 0.03% | 0.03% | 922 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 1,293 | 307 | 0.01% | 0.01% | 923 | -288 | -18.22% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,290 | 306 | 0.02% | 0.02% | 924 | +1 | 0.08% | Q1 2026 | May 04, 2026 |
| VANGUARD GROUP INC | History | No change | 1,208 | 305 | 0.0% | 0.0% | 925 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prosperitas Financial LLC | History | New | 1,281 | 304 | 0.11% | — | 926 | +1,281 | New | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 1,270 | 301 | 0.11% | 0.13% | 927 | -184 | -12.65% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 1,263 | 300 | 0.0% | 0.0% | 928 | +59 | 4.9% | Q1 2026 | May 06, 2026 |
| MATTERS CAPITAL LLC | History | New | 1,262 | 299 | 0.27% | — | 929 | +1,262 | New | Q1 2026 | May 12, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 1,256 | 298 | 0.03% | 0.03% | 930 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,250 | 297 | 0.05% | 0.06% | 931 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 1,250 | 296 | 0.24% | 0.3% | 932 | -283 | -18.46% | Q1 2026 | Apr 24, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 1,246 | 295 | 0.14% | 0.15% | 933 | +23 | 1.88% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 1,238 | 294 | 0.02% | 0.03% | 935 | +412 | 49.88% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 1,240 | 294 | 0.03% | 0.03% | 934 | +113 | 10.03% | Q1 2026 | Apr 16, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 1,236 | 293 | 0.03% | 0.03% | 937 | +2 | 0.16% | Q1 2026 | Apr 10, 2026 |
| Certified Advisory Corp | History | Added to | 1,234 | 293 | 0.03% | 0.03% | 936 | +1 | 0.08% | Q1 2026 | Apr 17, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 1,228 | 291 | 0.0% | — | 940 | +1,228 | New | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,226 | 291 | 0.17% | 0.11% | 938 | +463 | 60.68% | Q1 2026 | Apr 30, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 1,227 | 291 | 0.1% | 0.13% | 939 | -262 | -17.6% | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 1,219 | 289 | 0.03% | — | 942 | +1,219 | New | Q1 2026 | May 11, 2026 |
| Base Wealth Management LLC | History | Added to | 1,219 | 289 | 0.16% | 0.13% | 941 | +294 | 31.78% | Q1 2026 | Apr 29, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 1,215 | 288 | 0.16% | 0.17% | 943 | +15 | 1.25% | Q1 2026 | Apr 13, 2026 |
| Slagle Financial, LLC | History | New | 1,203 | 285 | 0.09% | — | 945 | +1,203 | New | Q1 2026 | May 01, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 1,200 | 285 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Care LLC | History | New | 1,196 | 284 | 0.25% | — | 947 | +1,196 | New | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,196 | 284 | 0.01% | 0.0% | 946 | +324 | 37.16% | Q1 2026 | May 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 1,187 | 282 | 0.02% | 0.01% | 948 | +391 | 49.12% | Q1 2026 | May 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,190 | 282 | 0.01% | 0.01% | 949 | +323 | 37.25% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,184 | 281 | 0.09% | 0.09% | 950 | +99 | 9.12% | Q1 2026 | Apr 24, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 1,026 | 279 | 0.04% | 0.06% | 952 | -6,116 | -85.63% | Q1 2026 | May 01, 2026 |
| LongView Wealth Management | History | New | 1,081 | 279 | 0.07% | — | 953 | +1,081 | New | Q1 2026 | Apr 15, 2026 |
| Oxler Private Wealth LLC | History | No change | 1,175 | 279 | 0.09% | 0.09% | 951 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,171 | 278 | 0.11% | 0.04% | 954 | +677 | 137.04% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 1,156 | 274 | 0.02% | 0.03% | 955 | -73 | -5.94% | Q1 2026 | Apr 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,150 | 273 | 0.01% | 0.01% | 956 | +13 | 1.14% | Q1 2026 | Apr 06, 2026 |
| Soundwatch Capital LLC | History | Added to | 1,140 | 270 | 0.03% | 0.03% | 957 | +347 | 43.76% | Q1 2026 | May 05, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 1,126 | 267 | 0.01% | — | 959 | +1,126 | New | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 1,124 | 267 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Reduced | 1,120 | 266 | 0.06% | 0.13% | 960 | -923 | -45.18% | Q1 2026 | May 11, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | New | 972 | 265 | 0.09% | — | 962 | +972 | New | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 1,119 | 265 | 0.01% | 0.01% | 961 | +7 | 0.63% | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | Added to | 1,108 | 263 | 0.12% | 0.12% | 963 | +21 | 1.93% | Q1 2026 | May 08, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 1,106 | 262 | 0.17% | 0.18% | 964 | +7 | 0.64% | Q1 2026 | Apr 24, 2026 |
| Purewater Capital LLC | History | New | 1,100 | 261 | 0.25% | — | 967 | +1,100 | New | Q1 2026 | May 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 1,102 | 261 | 0.06% | 0.06% | 966 | +40 | 3.77% | Q1 2026 | May 15, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 1,100 | 261 | 0.07% | 0.07% | 965 | +2 | 0.18% | Q1 2026 | May 01, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 1,093 | 259 | 0.07% | 0.09% | 968 | -145 | -11.71% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,075 | 258 | 0.0% | 0.0% | 969 | +313 | 41.08% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | No change | 1,082 | 256 | 0.01% | 0.02% | 970 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jump Financial, LLC | History | Reduced | 1,076 | 255 | 0.0% | 0.21% | 971 | -68,099 | -98.44% | Q1 2026 | May 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 1,071 | 254 | 0.02% | — | 974 | +1,071 | New | Q1 2026 | May 06, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 1,072 | 254 | 0.04% | 0.05% | 972 | -187 | -14.85% | Q1 2026 | May 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 1,072 | 254 | 0.04% | 0.04% | 973 | -81 | -7.03% | Q1 2026 | Apr 15, 2026 |
| McAdam, LLC | History | Added to | 1,061 | 252 | 0.01% | 0.01% | 975 | +18 | 1.73% | Q1 2026 | May 08, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | No change | 1,054 | 250 | 0.02% | 0.02% | 976 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 1,040 | 247 | 0.06% | 0.08% | 977 | -232 | -18.24% | Q1 2026 | May 08, 2026 |
| Southland Equity Partners LLC | History | Reduced | 1,043 | 247 | 0.05% | 0.06% | 978 | -140 | -11.83% | Q1 2026 | Apr 14, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 1,039 | 246 | 0.13% | 0.44% | 979 | -2,120 | -67.11% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 1,038 | 246 | 0.03% | 0.07% | 980 | -391 | -27.36% | Q1 2026 | Apr 17, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 1,033 | 245 | 0.14% | 0.15% | 981 | -35 | -3.28% | Q1 2026 | Apr 14, 2026 |
| Keebeck Wealth Management | History | Added to | 1,032 | 245 | 0.03% | 0.03% | 982 | +7 | 0.68% | Q1 2026 | May 14, 2026 |
| IRON Financial LLC | History | Reduced | 1,030 | 244 | 0.11% | 0.15% | 983 | -278 | -21.25% | Q1 2026 | Apr 27, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Added to | 423 | 244 | 0.16% | 0.14% | 984 | +28 | 7.09% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,030 | 244 | 0.12% | 0.14% | 985 | -24 | -2.28% | Q1 2026 | May 15, 2026 |
| JT Stratford LLC | History | New | 1,026 | 243 | 0.03% | — | 987 | +1,026 | New | Q1 2026 | May 15, 2026 |
| Transcendent Capital Group LLC | History | No change | 1,026 | 243 | 0.11% | 0.12% | 986 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wescott Financial Advisory Group, LLC | History | New | 1,021 | 242 | 0.02% | — | 988 | +1,021 | New | Q1 2026 | May 12, 2026 |
| MBE Wealth Management, LLC | History | New | 1,017 | 241 | 0.1% | — | 989 | +1,017 | New | Q1 2026 | Apr 21, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 1,007 | 239 | 0.01% | 0.02% | 990 | -322 | -24.23% | Q1 2026 | May 13, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Reduced | 913 | 239 | 0.16% | 0.16% | 991 | -39 | -4.1% | Q1 2026 | Apr 24, 2026 |
| RMG Wealth Management LLC | History | New | 808 | 237 | 0.03% | — | 994 | +808 | New | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 1,000 | 237 | 0.0% | 0.0% | 992 | +200 | 25.0% | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | No change | 999 | 237 | 0.04% | 0.04% | 993 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 995 | 236 | 0.04% | 0.73% | 995 | -16,214 | -94.22% | Q1 2026 | Apr 29, 2026 |
| Vines Capital Management, LLC | History | Reduced | 997 | 236 | 0.23% | 0.26% | 997 | -43 | -4.13% | Q1 2026 | May 12, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 994 | 236 | 0.09% | 0.09% | 996 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 987 | 234 | 0.21% | 0.32% | 998 | +133 | 15.57% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 980 | 232 | 0.0% | 0.01% | 999 | -9,396 | -90.56% | Q1 2026 | Apr 29, 2026 |
| MidFirst Bank | History | No change | 980 | 232 | 0.02% | 0.02% | 1000 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 969 | 230 | 0.04% | 0.05% | 1001 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WNY Asset Management, LLC | History | New | 964 | 229 | 0.02% | — | 1002 | +964 | New | Q1 2026 | May 22, 2026 |
| RM Financial Services, LLC | History | Reduced | 956 | 227 | 0.2% | 0.29% | 1004 | -348 | -26.69% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Added to | 958 | 227 | 0.17% | 0.14% | 1003 | +30 | 3.23% | Q1 2026 | May 08, 2026 |
| Prospect Financial Services LLC | History | Reduced | 955 | 226 | 0.14% | 0.14% | 1005 | -21 | -2.15% | Q1 2026 | Apr 24, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | New | 950 | 225 | 0.06% | — | 1008 | +950 | New | Q1 2026 | May 12, 2026 |
| Rock Point Advisors, LLC | History | No change | 950 | 225 | 0.06% | 0.06% | 1006 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 911 | 225 | 0.22% | 0.22% | 1007 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mills Wealth Advisors LLC | History | New | 944 | 224 | 0.08% | — | 1009 | +944 | New | Q1 2026 | Apr 24, 2026 |
| West Wealth Group, LLC | History | New | 942 | 223 | 0.04% | — | 1011 | +942 | New | Q1 2026 | May 11, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 942 | 223 | 0.02% | 0.02% | 1010 | -32 | -3.29% | Q1 2026 | May 14, 2026 |
| Naviter Wealth, LLC | History | New | 938 | 222 | 0.03% | — | 1012 | +938 | New | Q1 2026 | Apr 10, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 930 | 221 | 0.14% | 0.17% | 1013 | -51 | -5.2% | Q1 2026 | Apr 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 916 | 217 | 0.02% | 0.0% | 1014 | +665 | 264.94% | Q1 2026 | Apr 14, 2026 |
| Apella Capital, LLC | History | Reduced | 814 | 217 | 0.0% | 0.0% | 1015 | -57 | -6.54% | Q1 2026 | Apr 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 898 | 213 | 0.02% | 0.02% | 1016 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 894 | 212 | 0.12% | 0.14% | 1017 | -49 | -5.2% | Q1 2026 | Apr 16, 2026 |
| Stanley-Laman Group, Ltd. | History | New | 891 | 211 | 0.03% | — | 1018 | +891 | New | Q1 2026 | Apr 16, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 886 | 210 | 0.15% | 0.15% | 1019 | +37 | 4.36% | Q1 2026 | May 05, 2026 |
| Avantax Planning Partners, Inc. | History | New | 884 | 209 | 0.01% | — | 1021 | +884 | New | Q1 2026 | May 04, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 883 | 209 | 0.04% | 0.04% | 1020 | +4 | 0.46% | Q1 2026 | May 11, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 874 | 207 | 0.06% | 0.06% | 1023 | -24 | -2.67% | Q1 2026 | Apr 28, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 871 | 207 | 0.01% | 0.01% | 1022 | +19 | 2.23% | Q1 2026 | Apr 20, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 813 | 205 | 0.17% | 0.17% | 1024 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 861 | 204 | 0.09% | 0.09% | 1025 | +29 | 3.49% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 858 | 203 | 0.01% | 0.01% | 1026 | +3 | 0.35% | Q1 2026 | Apr 23, 2026 |
| Clay Northam Wealth Management, LLC | History | New | 853 | 202 | 0.11% | — | 1027 | +853 | New | Q1 2026 | Apr 28, 2026 |
| Tudor Financial Inc. | History | New | 851 | 202 | 0.1% | — | 1028 | +851 | New | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 848 | 201 | 0.06% | 0.07% | 1029 | -131 | -13.38% | Q1 2026 | May 01, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 848 | 201 | 0.15% | 0.15% | 1030 | +50 | 6.27% | Q1 2026 | Apr 14, 2026 |
| Fort Sheridan Advisors LLC | History | New | 845 | 200 | 0.02% | — | 1032 | +845 | New | Q1 2026 | May 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 844 | 200 | 0.0% | — | 1031 | +844 | New | Q1 2026 | Apr 21, 2026 |
| Napier Financial, LLC | History | New | 789 | 187 | 0.04% | — | 1033 | +789 | New | Q1 2026 | May 05, 2026 |
| Colonial Trust Co / SC | History | No change | 749 | 177 | 0.02% | 0.03% | 1034 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Realta Investment Advisors | History | Reduced | 740 | 175 | 0.06% | 0.06% | 1035 | -25 | -3.27% | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 715 | 169 | 0.0% | 0.0% | 1036 | +626 | 703.37% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 669 | 169 | 0.01% | 0.01% | 1037 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Blue Trust, Inc. | History | Added to | 680 | 161 | 0.0% | 0.0% | 1038 | +46 | 7.26% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | Added to | 631 | 152 | 0.0% | 0.0% | 1039 | +75 | 13.49% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 640 | 152 | 0.0% | 0.0% | 1040 | -38 | -5.6% | Q1 2026 | Apr 07, 2026 |
| First PREMIER Bank | History | No change | 611 | 145 | 0.03% | 0.04% | 1041 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 600 | 142 | 0.01% | 0.01% | 1042 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 564 | 142 | 0.04% | 0.04% | 1043 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BankPlus Trust Department | History | No change | 577 | 137 | 0.04% | 0.04% | 1044 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 591 | 135 | 0.0% | 0.05% | 1045 | -4,655 | -88.73% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | Added to | 566 | 134 | 0.04% | 0.03% | 1046 | +100 | 21.46% | Q1 2026 | Apr 23, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 555 | 131 | 0.05% | 0.06% | 1047 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 551 | 130 | 0.0% | 0.0% | 1048 | -88 | -13.77% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 535 | 127 | 0.01% | 0.01% | 1049 | +266 | 98.88% | Q1 2026 | Apr 17, 2026 |
| Luminist Capital LLC | History | Reduced | 527 | 125 | 0.17% | 3.97% | 1050 | -12,196 | -95.86% | Q1 2026 | Apr 24, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 511 | 121 | 0.1% | 0.13% | 1051 | -135 | -20.9% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 501 | 118 | 0.03% | — | 1053 | +501 | New | Q1 2026 | May 08, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 499 | 118 | 0.05% | 0.05% | 1052 | -116 | -18.86% | Q1 2026 | May 01, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 484 | 115 | 0.04% | 0.04% | 1054 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 482 | 114 | 0.0% | 0.01% | 1055 | -453 | -48.45% | Q1 2026 | Apr 29, 2026 |
| Key FInancial Inc | History | Reduced | 466 | 110 | 0.02% | 0.02% | 1056 | -12 | -2.51% | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 458 | 108 | 0.0% | 0.0% | 1057 | -2,065 | -81.85% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 450 | 106 | 0.01% | 0.01% | 1058 | -198 | -30.56% | Q1 2026 | Apr 13, 2026 |
| Truvestments Capital LLC | History | No change | 447 | 106 | 0.02% | 0.02% | 1059 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacific Center for Financial Services | History | Added to | 443 | 105 | 0.03% | 0.03% | 1060 | +1 | 0.23% | Q1 2026 | May 12, 2026 |
| TSFG, LLC | History | No change | 426 | 101 | 0.02% | 0.02% | 1061 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 415 | 98 | 0.06% | — | 1064 | +415 | New | Q1 2026 | Apr 21, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 415 | 98 | 0.04% | 0.04% | 1063 | +3 | 0.73% | Q1 2026 | Apr 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 413 | 98 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PAYDEN & RYGEL | History | Reduced | 390 | 93 | 0.01% | 4.24% | 1065 | -242,182 | -99.84% | Q1 2026 | May 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 324 | 90 | 0.05% | 0.04% | 1066 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | Added to | 356 | 84 | 0.01% | 0.01% | 1067 | +156 | 78.0% | Q1 2026 | Apr 29, 2026 |
| Opal Wealth Advisors, LLC | History | New | 353 | 83 | 0.02% | — | 1068 | +353 | New | Q1 2026 | Apr 14, 2026 |
| LGT Financial Advisors LLC | History | No change | 341 | 81 | 0.42% | 0.53% | 1069 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 333 | 79 | 0.01% | 0.01% | 1070 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | Reduced | 331 | 78 | 0.02% | 0.15% | 1071 | -2,405 | -87.9% | Q1 2026 | May 01, 2026 |
| Richardson Capital Management LLC | History | No change | 328 | 77 | 0.04% | 0.04% | 1072 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 319 | 75 | 0.01% | 0.01% | 1073 | +1 | 0.31% | Q1 2026 | Apr 15, 2026 |
| Gould Capital, LLC | History | Added to | 306 | 72 | 0.04% | 0.04% | 1074 | +23 | 8.13% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 300 | 71 | 0.01% | 0.01% | 1075 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 277 | 65 | 0.04% | 0.05% | 1076 | -13 | -4.48% | Q1 2026 | May 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 258 | 61 | 0.0% | 0.0% | 1077 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Addison Advisors LLC | History | No change | 254 | 60 | 0.01% | 0.01% | 1078 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 250 | 59 | 0.0% | 0.0% | 1079 | -550 | -68.75% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 238 | 56 | 0.0% | 0.0% | 1080 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 237 | 56 | 0.01% | 0.01% | 1081 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hurley Capital, LLC | History | No change | 226 | 53 | 0.03% | 0.03% | 1082 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 1,286 | 52 | 0.0% | 0.0% | 1083 | +1,209 | 1570.13% | Q1 2026 | May 11, 2026 |
| Robbins Farley | History | Added to | 220 | 52 | 0.02% | 0.02% | 1084 | +63 | 40.13% | Q1 2026 | Apr 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 216 | 51 | 0.01% | — | 1086 | +216 | New | Q1 2026 | Apr 08, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Reduced | 216 | 51 | 0.92% | 1.25% | 1085 | -50 | -18.8% | Q1 2026 | May 08, 2026 |
| Align Financial, LLC | History | Reduced | 212 | 50 | 0.03% | 0.03% | 1090 | -53,407 | -99.6% | Q1 2026 | May 08, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 211 | 50 | 0.03% | 0.22% | 1089 | -1,086 | -83.73% | Q1 2026 | Apr 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 212 | 50 | 0.0% | 0.0% | 1087 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Northwest Capital Management Inc | History | No change | 198 | 50 | 0.22% | 0.22% | 1088 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Twin Tree Management, LP | History | Reduced | 200 | 47 | 0.0% | 0.02% | 1091 | -9,416 | -97.92% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 201 | 47 | 0.01% | 0.01% | 1092 | +45 | 28.85% | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | No change | 198 | 47 | 0.05% | 0.05% | 1093 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | Added to | 197 | 46 | 0.02% | — | 1094 | +196 | 19600.0% | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 190 | 45 | 0.01% | 0.01% | 1095 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Synergy Investment Management, LLC | History | New | 189 | 44 | 0.01% | — | 1096 | +189 | New | Q1 2026 | May 14, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 177 | 42 | 0.02% | 0.02% | 1097 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank & Trust Co | History | No change | 180 | 42 | 0.03% | 0.03% | 1098 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 176 | 41 | 0.01% | 0.01% | 1099 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SJS Investment Consulting Inc. | History | New | 167 | 39 | 0.0% | — | 1101 | +167 | New | Q1 2026 | Apr 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 167 | 39 | 0.0% | 0.0% | 1100 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 164 | 38 | 0.0% | 0.0% | 1102 | +11 | 7.19% | Q1 2026 | Apr 17, 2026 |
| Osbon Capital Management LLC | History | No change | 164 | 38 | 0.03% | 0.04% | 1103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | Reduced | 150 | 35 | 0.02% | 0.03% | 1104 | -50 | -25.0% | Q1 2026 | Apr 21, 2026 |
| Crews Bank & Trust | History | No change | 150 | 35 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 139 | 33 | 0.03% | 0.02% | 1107 | +35 | 33.65% | Q1 2026 | May 06, 2026 |
| Pflug Koory, LLC | History | No change | 140 | 33 | 0.02% | 0.02% | 1106 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 126 | 30 | 0.0% | 0.0% | 1108 | +18 | 16.67% | Q1 2026 | May 01, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 116 | 28 | 0.0% | 0.0% | 1109 | +5 | 4.5% | Q1 2026 | May 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 118 | 27 | 0.01% | — | 1112 | +118 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 118 | 27 | 0.01% | 0.0% | 1111 | +100 | 555.56% | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 114 | 27 | 0.01% | 0.01% | 1110 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CNB Bank | History | New | 111 | 26 | 0.01% | — | 1115 | +111 | New | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | No change | 112 | 26 | 0.0% | 0.0% | 1113 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SWAN Capital LLC | History | No change | 111 | 26 | 0.01% | 0.01% | 1114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 109 | 25 | 0.0% | 0.0% | 1116 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New Millennium Group LLC | History | No change | 102 | 25 | 0.01% | 0.01% | 1117 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 105 | 24 | 0.0% | 0.0% | 1118 | -252 | -70.59% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 100 | 24 | 0.0% | 0.0% | 1119 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 103 | 24 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Wealth Management Group, LLC | History | New | 100 | 23 | 0.01% | — | 1128 | +100 | New | Q1 2026 | Apr 23, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 100 | 23 | 0.02% | — | 1129 | +100 | New | Q1 2026 | Apr 17, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 100 | 23 | 0.0% | 0.0% | 1126 | +17 | 20.48% | Q1 2026 | May 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 100 | 23 | 0.01% | 0.01% | 1121 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 98 | 23 | 0.0% | 0.0% | 1122 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Silicon Valley Capital Partners | History | No change | 101 | 23 | 0.0% | 0.0% | 1123 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 100 | 23 | 0.01% | 0.01% | 1124 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 99 | 23 | 0.0% | 0.0% | 1125 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | No change | 100 | 23 | 0.0% | 0.0% | 1127 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hamrick Investment Counsel, llc | History | New | 92 | 21 | 0.01% | — | 1131 | +92 | New | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 91 | 21 | 0.0% | 0.0% | 1130 | +31 | 51.67% | Q1 2026 | May 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 82 | 19 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 77 | 19 | 0.0% | 0.0% | 1133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| United Community Bank | History | New | 78 | 18 | 0.01% | — | 1134 | +78 | New | Q1 2026 | Apr 24, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 68 | 17 | 0.03% | 0.03% | 1135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 75 | 17 | 0.0% | 0.0% | 1136 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 64 | 15 | 0.01% | — | 1137 | +64 | New | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 60 | 14 | 0.0% | — | 1141 | +60 | New | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | New | 60 | 14 | 0.0% | — | 1142 | +60 | New | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 62 | 14 | 0.0% | 0.0% | 1139 | -3 | -4.62% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | No change | 63 | 14 | 0.0% | 0.0% | 1138 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MGB Wealth Management, LLC | History | No change | 58 | 14 | 0.0% | 0.0% | 1140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 55 | 13 | 0.0% | 0.0% | 1145 | +8 | 17.02% | Q1 2026 | May 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 58 | 13 | 0.0% | 0.0% | 1144 | +5 | 9.43% | Q1 2026 | Apr 27, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 52 | 13 | 0.0% | 0.0% | 1143 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 53 | 12 | 0.01% | 0.01% | 1146 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 50 | 11 | 0.01% | 0.02% | 1148 | -33 | -39.76% | Q1 2026 | Apr 21, 2026 |
| Coston, McIsaac & Partners | History | No change | 47 | 11 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Main Street Group, LTD | History | New | 46 | 10 | 0.0% | — | 1150 | +46 | New | Q1 2026 | May 06, 2026 |
| Strive Financial Group ,LLC | History | Added to | 40 | 10 | 0.01% | 0.0% | 1149 | +20 | 100.0% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | Reduced | 41 | 9 | 0.0% | 0.0% | 1153 | -41 | -50.0% | Q1 2026 | Apr 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 41 | 9 | 0.0% | 0.0% | 1154 | +5 | 13.89% | Q1 2026 | Apr 14, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 40 | 9 | 0.0% | 0.0% | 1155 | +5 | 14.29% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 38 | 9 | 0.0% | 0.0% | 1151 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pacifica Partners Inc. | History | No change | 38 | 9 | 0.0% | 0.0% | 1152 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| My Portfolio Guide, LLC | History | New | 37 | 8 | 0.0% | — | 1160 | +37 | New | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | New | 36 | 8 | 0.0% | — | 1159 | +36 | New | Q1 2026 | May 11, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 36 | 8 | 0.0% | 0.0% | 1158 | -12 | -25.0% | Q1 2026 | Apr 27, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 37 | 8 | 0.0% | 0.0% | 1156 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 34 | 8 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Midway Capital Research & Management | History | New | 30 | 7 | 0.01% | — | 1167 | +30 | New | Q1 2026 | Apr 13, 2026 |
| Caitlin John, LLC | History | Added to | 32 | 7 | 0.0% | 0.0% | 1165 | +9 | 39.13% | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 33 | 7 | 0.0% | 0.0% | 1162 | -8 | -19.51% | Q1 2026 | Apr 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 30 | 7 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 30 | 7 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Imprint Wealth LLC | History | No change | 32 | 7 | 0.03% | 0.04% | 1164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | No change | 33 | 7 | 0.0% | 0.0% | 1166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| True Link Financial Advisors, LLC | History | New | 27 | 6 | 0.0% | — | 1171 | +27 | New | Q1 2026 | Apr 29, 2026 |
| Crewe Advisors LLC | History | Reduced | 28 | 6 | 0.0% | 0.0% | 1169 | -2 | -6.67% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 28 | 6 | 0.0% | 0.0% | 1168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MTM Investment Management, LLC | History | No change | 27 | 6 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Trust Co | History | Reduced | 23 | 5 | 0.0% | 0.0% | 1173 | -93 | -80.17% | Q1 2026 | Apr 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 22 | 5 | 0.0% | — | 1174 | +22 | New | Q1 2026 | May 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 25 | 5 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 18 | 4 | 0.0% | — | 1179 | +18 | New | Q1 2026 | Apr 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 21 | 4 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| General Partner, Inc. | History | No change | 20 | 4 | 0.0% | 0.0% | 1176 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Davis Capital Management | History | No change | 18 | 4 | 0.0% | 0.0% | 1177 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 21 | 4 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 17 | 3 | 0.0% | — | 1182 | +17 | New | Q1 2026 | May 12, 2026 |
| Olistico Wealth, LLC | History | New | 16 | 3 | 0.0% | — | 1181 | +16 | New | Q1 2026 | Apr 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 1180 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First Pacific Financial | History | New | 12 | 2 | 0.0% | — | 1186 | +12 | New | Q1 2026 | Apr 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | No change | 11 | 2 | 0.0% | 0.0% | 1184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 9 | 2 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7 | 1 | 0.0% | 0.0% | 1188 | -93 | -93.0% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 8 | 1 | 0.0% | — | 1190 | +7 | 700.0% | Q1 2026 | Apr 24, 2026 |
| Delos Wealth Advisors, LLC | History | New | 7 | 1 | 0.0% | — | 1196 | +7 | New | Q1 2026 | May 14, 2026 |
| Piscataqua Savings Bank | History | New | 5 | 1 | 0.0% | — | 1195 | +5 | New | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | New | 4 | 1 | 0.0% | — | 1194 | +4 | New | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 1187 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 8 | 1 | 0.0% | 0.0% | 1189 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Front Row Advisors LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 6 | 1 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Winthrop Capital Management, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 1193 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.19% | — | -501,567 | -100.0% | Q1 2026 | May 14, 2026 |
| Mizuho Bank, Ltd. | History | Closed out | 0 | 0 | — | 14.6% | — | -485,000 | -100.0% | Q1 2026 | May 14, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 2.3% | — | -101,022 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.2% | — | -97,500 | -100.0% | Q1 2026 | May 13, 2026 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 2.74% | — | -64,920 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 7.9% | — | -58,966 | -100.0% | Q1 2026 | May 04, 2026 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -55,224 | -100.0% | Q1 2026 | May 15, 2026 |
| Brandywine Asset Management, Inc. | History | Closed out | 0 | 0 | — | 7.11% | — | -40,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -39,103 | -100.0% | Q1 2026 | May 12, 2026 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -37,421 | -100.0% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -15,383 | -100.0% | Q1 2026 | Apr 16, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,565 | -100.0% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -11,950 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.8% | — | -10,751 | -100.0% | Q1 2026 | Apr 07, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -10,504 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -10,019 | -100.0% | Q1 2026 | May 07, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,800 | -100.0% | Q1 2026 | May 05, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,542 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,468 | -100.0% | Q1 2026 | May 18, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.0% | — | -7,430 | -100.0% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -6,997 | -100.0% | Q1 2026 | May 15, 2026 |
| Del-Sette Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -6,843 | -100.0% | Q1 2026 | May 04, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 1.65% | — | -6,804 | -100.0% | Q1 2026 | Apr 02, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.16% | — | -6,292 | -100.0% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,721 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -4,290 | -100.0% | Q1 2026 | May 11, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -4,075 | -100.0% | Q1 2026 | Apr 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.29% | — | -4,070 | -100.0% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,059 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -3,884 | -100.0% | Q1 2026 | Apr 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,528 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MANCHESTER FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,265 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -3,104 | -100.0% | Q1 2026 | May 01, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.53% | — | -2,821 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -2,500 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,344 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Mount Lucas Management LP | History | Closed out | 0 | 0 | — | 0.23% | — | -2,308 | -100.0% | Q1 2026 | May 05, 2026 |
| AlphaCentric Advisors LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -2,308 | -100.0% | Q1 2026 | May 07, 2026 |
| Orgel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,067 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,008 | -100.0% | Q1 2026 | May 01, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,908 | -100.0% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,771 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.1% | — | -1,660 | -100.0% | Q1 2026 | May 14, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,608 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Greenspring Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,472 | -100.0% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,299 | -100.0% | Q1 2026 | May 14, 2026 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,221 | -100.0% | Q1 2026 | Apr 22, 2026 |
| OARSMAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,190 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Financial Advisors Network, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,190 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,148 | -100.0% | Q1 2026 | May 12, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,147 | -100.0% | Q1 2026 | May 04, 2026 |
| Aspen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,117 | -100.0% | Q1 2026 | Apr 01, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,113 | -100.0% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,110 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Meeder Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,109 | -100.0% | Q1 2026 | May 07, 2026 |
| Capital CS Group, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -1,016 | -100.0% | Q1 2026 | May 13, 2026 |
| Granite Harbor Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -995 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -979 | -100.0% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -957 | -100.0% | Q1 2026 | May 04, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -937 | -100.0% | Q1 2026 | May 05, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -900 | -100.0% | Q1 2026 | May 11, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -892 | -100.0% | Q1 2026 | Apr 21, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -876 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Aureus Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -853 | -100.0% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -845 | -100.0% | Q1 2026 | May 11, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -843 | -100.0% | Q1 2026 | May 07, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -821 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -817 | -100.0% | Q1 2026 | May 01, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -800 | -100.0% | Q1 2026 | May 07, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -796 | -100.0% | Q1 2026 | May 11, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -612 | -100.0% | Q1 2026 | May 07, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -576 | -100.0% | Q1 2026 | May 11, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -390 | -100.0% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -219 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -216 | -100.0% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -94 | -100.0% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -79 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | Apr 06, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 01, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -49 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 27, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 19, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 06, 2026 |
| Copia Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 04, 2026 |
| Birch Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Provenance Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 01, 2026 |
| Financial Life Planners | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 24, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| Evergreen Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 05, 2026 |
| Eukles Asset Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategic Advocates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |