FIRST TRUST EXCHANGE-TRADED FUND VI - RDVY
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.
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Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 32,332,134 | 2,207,637 | 0.59% | 0.58% | 1 | +1,828,018 | 5.99% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 20,878,444 | 1,425,580 | 0.09% | 0.08% | 2 | +725,502 | 3.6% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,344,290 | 842,868 | 0.26% | 0.24% | 3 | +1,058,580 | 9.38% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,305,832 | 771,962 | 0.15% | 0.14% | 4 | +29,617 | 0.26% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 9,341,197 | 638,442 | 0.15% | 0.14% | 5 | +298,548 | 3.3% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,444,315 | 508,297 | 0.04% | 0.04% | 6 | +219,060 | 3.03% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,611,798 | 383,173 | 0.54% | 0.51% | 7 | +56,356 | 1.01% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Reduced | 5,529,230 | 377,535 | 0.06% | 0.07% | 8 | -465,275 | -7.76% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,416,550 | 369,842 | 0.1% | 0.11% | 9 | +269,419 | 5.23% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,030,578 | 343,487 | 0.06% | 0.05% | 10 | +307,823 | 6.52% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,412,718 | 301,352 | 0.44% | 0.4% | 11 | +500,513 | 12.79% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 4,044,145 | 276,134 | 0.29% | 0.28% | 12 | +299,620 | 8.0% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,230,196 | 220,558 | 0.57% | 0.5% | 13 | +521,837 | 19.27% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,112,676 | 212,533 | 0.13% | 0.12% | 14 | +395,117 | 14.54% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,885,091 | 196,994 | 0.75% | 0.79% | 15 | +128,750 | 4.67% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,603,193 | 177,745 | 0.83% | 0.85% | 16 | -7,774 | -0.3% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,553,066 | 174,325 | 0.16% | 0.15% | 17 | +76,533 | 3.09% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,105,680 | 140,406 | 0.07% | 0.07% | 18 | +536,376 | 34.18% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,763,900 | 120,439 | 0.16% | 0.15% | 19 | +137,723 | 8.47% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,548,817 | 105,753 | 0.26% | 0.24% | 20 | +45,589 | 3.03% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,524,251 | 104,076 | 0.11% | 0.11% | 21 | +71,006 | 4.89% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,396,712 | 95,367 | 0.06% | 0.05% | 22 | -4,121 | -0.29% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,357,751 | 92,707 | 0.26% | 0.25% | 23 | -139,127 | -9.29% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,249,378 | 86,791 | 0.56% | 0.65% | 24 | -109,512 | -8.06% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,171,062 | 79,989 | 1.29% | 1.27% | 25 | +57,154 | 5.13% | Q1 2026 | Apr 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,126,899 | 76,944 | 0.12% | 0.11% | 26 | +102,097 | 9.96% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 1,048,094 | 71,563 | 3.28% | 3.16% | 27 | +42,741 | 4.25% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 1,039,283 | 70,962 | 0.08% | 0.09% | 28 | -10,964 | -1.04% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,034,009 | 70,565 | 0.1% | 0.11% | 29 | -142,954 | -12.15% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 967,621 | 66,069 | 0.12% | 0.12% | 30 | +15,623 | 1.64% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 952,581 | 65,042 | 0.39% | 0.37% | 31 | +71,573 | 8.12% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 939,509 | 64,149 | 0.17% | 0.18% | 32 | -31,320 | -3.23% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 935,616 | 63,883 | 0.79% | 0.76% | 33 | +54,487 | 6.18% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 887,227 | 60,579 | 0.94% | 0.82% | 34 | +308,346 | 53.27% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 880,823 | 60,142 | 0.17% | 0.14% | 35 | +127,514 | 16.93% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 855,453 | 58,410 | 0.47% | 0.38% | 36 | +398,301 | 87.13% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 844,400 | 57,655 | 0.05% | — | 37 | +844,400 | New | Q1 2026 | May 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 805,324 | 54,987 | 15.34% | 14.58% | 38 | +69,304 | 9.42% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 773,165 | 51,353 | 0.0% | 0.0% | 39 | +144,330 | 22.95% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 742,642 | 50,707 | 0.56% | 0.04% | 40 | +699,260 | 1611.87% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 722,842 | 49,355 | 1.14% | 0.15% | 41 | +678,232 | 1520.36% | Q1 2026 | Apr 27, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 663,446 | 45,300 | 6.86% | 6.57% | 42 | -1,356 | -0.2% | Q1 2026 | Apr 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 654,217 | 44,669 | 0.35% | 0.32% | 43 | +6,359 | 0.98% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 645,395 | 44,067 | 2.77% | 2.78% | 44 | +1,911 | 0.3% | Q1 2026 | May 15, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 585,365 | 39,968 | 12.58% | 13.86% | 45 | +3,893 | 0.67% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 582,079 | 39,744 | 0.45% | 0.42% | 46 | +42,258 | 7.83% | Q1 2026 | Apr 28, 2026 |
| RVW Wealth, LLC | History | Reduced | 570,710 | 38,968 | 3.04% | 3.06% | 47 | -6,376 | -1.1% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 569,198 | 38,864 | 0.2% | 0.2% | 48 | +33,295 | 6.21% | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 564,494 | 38,543 | 2.4% | 2.54% | 49 | -3,650 | -0.64% | Q1 2026 | Apr 27, 2026 |
| Financial Partners Group, Inc | History | Added to | 543,025 | 37,077 | 4.44% | 4.5% | 50 | +4,416 | 0.82% | Q1 2026 | Apr 10, 2026 |
| Horizon Advisory Services, Inc. | History | Reduced | 537,012 | 36,667 | 18.77% | 19.37% | 51 | -14,063 | -2.55% | Q1 2026 | Apr 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 532,040 | 36,327 | 13.51% | 13.66% | 52 | -3,009 | -0.56% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 523,384 | 35,736 | 0.38% | — | 53 | +523,384 | New | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 519,015 | 35,437 | 2.82% | 2.44% | 54 | +73,380 | 16.47% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Added to | 516,607 | 35,273 | 6.93% | 6.84% | 55 | +12,368 | 2.45% | Q1 2026 | Apr 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 505,605 | 34,522 | 1.28% | 1.22% | 56 | +41,067 | 8.84% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 480,671 | 32,820 | 2.51% | 2.03% | 57 | +95,749 | 24.87% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Reduced | 480,602 | 32,815 | 0.93% | 1.39% | 58 | -205,209 | -29.92% | Q1 2026 | May 13, 2026 |
| Rise Advisors, LLC | History | Added to | 472,396 | 32,524 | 11.46% | 10.92% | 59 | +31,630 | 7.18% | Q1 2026 | Apr 03, 2026 |
| VestGen Advisors, LLC | History | Reduced | 430,978 | 31,922 | 0.85% | 1.31% | 60 | -12,563 | -2.83% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 459,941 | 31,411 | 0.31% | 0.32% | 61 | +40,124 | 9.56% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 444,900 | 30,377 | 0.48% | 0.36% | 62 | +146,438 | 49.06% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 430,510 | 29,395 | 0.01% | 0.01% | 63 | +43,235 | 11.16% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 399,950 | 27,308 | 0.45% | 0.3% | 64 | +179,136 | 81.13% | Q1 2026 | May 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 399,315 | 27,265 | 0.34% | 0.32% | 65 | +44,081 | 12.41% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 385,183 | 26,306 | 0.03% | 0.03% | 66 | +19,045 | 5.2% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 378,101 | 25,816 | 0.79% | 0.78% | 67 | +16,637 | 4.6% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 370,701 | 25,537 | 0.05% | 0.03% | 68 | +77,100 | 26.26% | Q1 2026 | Apr 08, 2026 |
| Next Level Private LLC | History | Added to | 362,555 | 24,755 | 5.59% | 5.98% | 69 | +33,919 | 10.32% | Q1 2026 | Apr 23, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 362,140 | 24,705 | 8.51% | 8.48% | 70 | +5,066 | 1.42% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 360,739 | 24,631 | 0.55% | 0.5% | 71 | +37,290 | 11.53% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 353,709 | 24,151 | 0.88% | 1.08% | 72 | +15,055 | 4.45% | Q1 2026 | May 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 337,481 | 23,043 | 0.25% | 0.26% | 73 | +9,148 | 2.79% | Q1 2026 | Apr 20, 2026 |
| Intellus Advisors LLC | History | Added to | 332,314 | 22,690 | 3.1% | 3.04% | 74 | +2,728 | 0.83% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Reduced | 331,820 | 22,639 | 0.11% | 0.12% | 75 | -3,040 | -0.91% | Q1 2026 | May 15, 2026 |
| Sanchez Wealth Management Group | History | Added to | 325,764 | 22,243 | 4.81% | 4.77% | 76 | +4,403 | 1.37% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 325,077 | 22,196 | 0.12% | 0.12% | 77 | +5,606 | 1.75% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | Added to | 316,682 | 21,623 | 5.5% | 4.95% | 78 | +65,863 | 26.26% | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | Added to | 315,259 | 21,525 | 0.26% | 0.27% | 79 | +3,194 | 1.02% | Q1 2026 | May 01, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 303,721 | 21,099 | 0.98% | 0.98% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crumly & Associates Inc. | History | Reduced | 305,910 | 20,887 | 4.39% | 4.94% | 81 | -32,860 | -9.7% | Q1 2026 | Apr 02, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 303,538 | 20,725 | 12.36% | 12.71% | 82 | +35,008 | 13.04% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,157,890 | 20,281 | 0.94% | 0.33% | 83 | -154,839 | -11.8% | Q1 2026 | May 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 288,104 | 19,671 | 2.22% | 1.98% | 84 | +44,694 | 18.36% | Q1 2026 | Apr 07, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 280,764 | 19,170 | 6.52% | 6.7% | 85 | -1,905 | -0.67% | Q1 2026 | Apr 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 270,094 | 18,442 | 1.35% | 1.57% | 86 | -60,584 | -18.32% | Q1 2026 | Apr 20, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 269,997 | 18,435 | 3.92% | 5.65% | 87 | +4,589 | 1.73% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 269,660 | 18,412 | 0.25% | 0.24% | 88 | +33,742 | 14.3% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 269,459 | 18,398 | 0.43% | 0.46% | 89 | -2,815 | -1.03% | Q1 2026 | May 04, 2026 |
| Sentinel Advisory Group, LLC | History | New | 266,200 | 18,176 | 8.86% | — | 90 | +266,200 | New | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 259,052 | 17,688 | 0.49% | 0.48% | 91 | +7,974 | 3.18% | Q1 2026 | May 04, 2026 |
| tru Independence LLC | History | Added to | 257,442 | 17,578 | 8.69% | 4.33% | 92 | +10,198 | 4.12% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 249,140 | 17,011 | 0.66% | 1.0% | 93 | +119,193 | 91.72% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 248,181 | 16,945 | 0.53% | 0.52% | 94 | +12,246 | 5.19% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 244,557 | 16,698 | 0.39% | 0.44% | 95 | -15,518 | -5.97% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 243,929 | 16,655 | 5.81% | — | 96 | +243,929 | New | Q1 2026 | Apr 21, 2026 |
| Traction Financial Partners, LLC | History | Added to | 237,780 | 16,235 | 10.0% | 9.71% | 97 | +1,985 | 0.84% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 231,768 | 15,825 | 1.58% | 1.64% | 98 | -5,112 | -2.16% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Added to | 231,424 | 15,801 | 0.29% | 0.09% | 99 | +164,937 | 248.07% | Q1 2026 | Apr 17, 2026 |
| Juno Financial Group LLC | History | Reduced | 229,897 | 15,697 | 6.15% | 6.44% | 100 | -1,524 | -0.66% | Q1 2026 | May 06, 2026 |
| Scarborough Advisors, LLC | History | Added to | 227,307 | 15,520 | 1.7% | 2.28% | 101 | +32,494 | 16.68% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 226,612 | 15,473 | 0.51% | 0.39% | 102 | +57,044 | 33.64% | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | Added to | 221,690 | 15,137 | 3.47% | 3.81% | 103 | +2,067 | 0.94% | Q1 2026 | May 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 217,203 | 14,830 | 1.64% | 1.72% | 104 | -3,170 | -1.44% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 215,044 | 14,722 | 1.55% | 1.67% | 105 | +33,733 | 18.61% | Q1 2026 | Apr 23, 2026 |
| Chris Bulman Inc | History | Added to | 215,268 | 14,698 | 6.44% | 5.8% | 106 | +26,598 | 14.1% | Q1 2026 | Apr 13, 2026 |
| Peak Planning Group, LLC | History | Added to | 213,284 | 14,563 | 4.04% | 3.67% | 107 | +24,699 | 13.1% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 212,452 | 14,506 | 0.11% | 0.12% | 108 | +2,204 | 1.05% | Q1 2026 | Apr 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 209,077 | 14,275 | 1.88% | 1.98% | 109 | +4,210 | 2.05% | Q1 2026 | Apr 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 208,523 | 14,237 | 0.18% | 0.18% | 110 | +3,962 | 1.94% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 202,658 | 13,837 | 0.17% | 0.16% | 111 | +44,455 | 28.1% | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 200,390 | 13,682 | 1.0% | 1.03% | 112 | +5,124 | 2.62% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 196,185 | 13,628 | 2.4% | 2.4% | 113 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 198,191 | 13,532 | 0.02% | 0.01% | 114 | +47,954 | 31.92% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 193,376 | 13,203 | 0.81% | 0.62% | 115 | +9,565 | 5.2% | Q1 2026 | Apr 28, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 190,637 | 13,016 | 6.54% | 6.37% | 116 | +2,587 | 1.38% | Q1 2026 | May 11, 2026 |
| GSG Advisors LLC | History | Added to | 189,055 | 12,908 | 3.35% | 3.18% | 117 | +11,853 | 6.69% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 187,510 | 12,803 | 1.4% | 1.45% | 118 | -10,370 | -5.24% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 185,649 | 12,676 | 0.14% | 0.13% | 119 | +15,808 | 9.31% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 181,475 | 12,607 | 0.22% | 0.22% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 184,440 | 12,593 | 0.03% | 0.03% | 121 | -18,748 | -9.23% | Q1 2026 | May 06, 2026 |
| PFG Advisors | History | Added to | 183,680 | 12,541 | 0.61% | 0.58% | 122 | +10,239 | 5.9% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 183,303 | 12,515 | 0.24% | 0.22% | 123 | +10,734 | 6.22% | Q1 2026 | May 12, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 181,918 | 12,421 | 2.51% | 2.65% | 124 | +2,473 | 1.38% | Q1 2026 | Apr 24, 2026 |
| Petix & Botte Co | History | Added to | 181,396 | 12,385 | 2.76% | 2.57% | 125 | +18,021 | 11.03% | Q1 2026 | Apr 30, 2026 |
| AJ Advisors, LLC | History | Added to | 178,747 | 12,204 | 4.53% | 4.5% | 126 | +3,298 | 1.88% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 178,393 | 12,180 | 0.61% | 0.61% | 127 | +9,869 | 5.86% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 176,074 | 12,022 | 0.72% | 0.68% | 128 | +10,087 | 6.08% | Q1 2026 | May 12, 2026 |
| Commonwealth Financial Services, LLC | History | New | 175,204 | 11,962 | 1.89% | — | 129 | +175,204 | New | Q1 2026 | May 07, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 174,465 | 11,912 | 4.96% | 4.97% | 130 | +2,422 | 1.41% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Reduced | 174,316 | 11,902 | 0.13% | 0.15% | 131 | -14,737 | -7.8% | Q1 2026 | May 05, 2026 |
| United Advisor Group, LLC | History | Added to | 174,067 | 11,885 | 1.46% | 1.46% | 132 | +5,742 | 3.41% | Q1 2026 | Apr 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 170,391 | 11,634 | 5.07% | 4.27% | 133 | +46,051 | 37.04% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 168,923 | 11,534 | 0.19% | 0.18% | 134 | +10,219 | 6.44% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 166,064 | 11,433 | 0.11% | 0.12% | 135 | +8,040 | 5.09% | Q1 2026 | Apr 07, 2026 |
| Vise Technologies, Inc. | History | No change | 163,222 | 11,339 | 0.22% | 0.22% | 136 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 165,750 | 11,317 | 0.5% | 0.53% | 137 | +3,213 | 1.98% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 164,009 | 11,198 | 0.06% | 0.05% | 138 | +16,064 | 10.86% | Q1 2026 | Apr 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 159,958 | 10,921 | 0.81% | 0.8% | 139 | -1,030 | -0.64% | Q1 2026 | Apr 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 159,258 | 10,874 | 3.74% | 3.69% | 140 | +9,469 | 6.32% | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 157,213 | 10,734 | 1.13% | 1.13% | 141 | +7,014 | 4.67% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Added to | 155,193 | 10,669 | 0.57% | 0.49% | 142 | +4,665 | 3.1% | Q1 2026 | May 12, 2026 |
| O'Connor Financial Group LLC | History | Added to | 155,159 | 10,594 | 4.33% | 4.37% | 143 | +2,407 | 1.58% | Q1 2026 | Apr 23, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 162,100 | 10,550 | 2.17% | 2.13% | 144 | +11,473 | 7.62% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 154,431 | 10,544 | 0.36% | 0.18% | 145 | +48,433 | 45.69% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 149,670 | 10,219 | 0.26% | 0.26% | 146 | +6,342 | 4.42% | Q1 2026 | Apr 07, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 148,434 | 10,204 | 3.84% | 3.94% | 147 | +3,323 | 2.29% | Q1 2026 | Apr 29, 2026 |
| CITY HOLDING CO | History | Added to | 149,419 | 10,202 | 1.28% | 1.17% | 148 | +12,978 | 9.51% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 146,469 | 10,000 | 0.13% | 0.15% | 149 | +2,542 | 1.77% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 144,822 | 9,888 | 0.19% | 0.19% | 150 | +4,625 | 3.3% | Q1 2026 | Apr 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 143,799 | 9,818 | 4.91% | 33.07% | 151 | -4,061 | -2.75% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 142,235 | 9,711 | 0.14% | 0.15% | 152 | +1,183 | 0.84% | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 140,365 | 9,584 | 1.06% | 1.21% | 153 | -15,027 | -9.67% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 137,635 | 9,397 | 1.63% | 1.56% | 154 | +7,094 | 5.43% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | Added to | 133,908 | 9,143 | 1.39% | 1.32% | 155 | +6,348 | 4.98% | Q1 2026 | Apr 27, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 132,992 | 9,080 | 3.2% | 2.19% | 156 | -20,554 | -13.39% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 131,706 | 9,067 | 0.63% | 0.63% | 157 | -317 | -0.24% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Reduced | 131,756 | 8,996 | 1.83% | 1.98% | 158 | -30 | -0.02% | Q1 2026 | May 13, 2026 |
| Fairway Financial, LLC | History | Added to | 131,394 | 8,971 | 6.82% | 6.89% | 159 | +42 | 0.03% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 131,365 | 8,969 | 0.31% | 0.01% | 160 | +125,259 | 2051.41% | Q1 2026 | May 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 131,214 | 8,959 | 0.32% | 0.31% | 161 | +1,974 | 1.53% | Q1 2026 | Apr 14, 2026 |
| Compass Financial Services Inc | History | Added to | 130,674 | 8,922 | 3.86% | 0.01% | 162 | +130,383 | 44805.15% | Q1 2026 | May 01, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 128,736 | 8,790 | 6.48% | 6.72% | 163 | +1,293 | 1.01% | Q1 2026 | May 05, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 127,271 | 8,689 | 1.63% | 1.75% | 164 | +63,577 | 99.82% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 124,362 | 8,639 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HFG Advisors, Inc. | History | Added to | 126,396 | 8,630 | 6.07% | 5.21% | 166 | +22,960 | 22.2% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 126,073 | 8,608 | 0.02% | 0.0% | 167 | +123,953 | 5846.84% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 125,922 | 8,597 | 0.64% | 0.78% | 168 | -26,258 | -17.25% | Q1 2026 | May 04, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 125,461 | 8,566 | 1.63% | 1.58% | 169 | +6,011 | 5.03% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 125,098 | 8,541 | 0.27% | 0.34% | 170 | -8,452 | -6.33% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 124,657 | 8,511 | 0.18% | 0.19% | 171 | +1,126 | 0.91% | Q1 2026 | Apr 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 121,836 | 8,318 | 1.95% | 2.0% | 172 | +2,478 | 2.08% | Q1 2026 | Apr 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 121,395 | 8,288 | 0.1% | 0.1% | 173 | +6,168 | 5.35% | Q1 2026 | Apr 28, 2026 |
| Rockport Wealth LLC | History | Added to | 119,491 | 8,159 | 1.49% | 1.17% | 174 | +33,098 | 38.31% | Q1 2026 | May 05, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 119,382 | 8,151 | 6.39% | 6.62% | 175 | +6,697 | 5.94% | Q1 2026 | Apr 09, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 118,547 | 8,094 | 1.38% | 1.35% | 176 | +3,393 | 2.95% | Q1 2026 | Apr 21, 2026 |
| Invst, LLC | History | Reduced | 118,234 | 8,073 | 0.91% | 0.92% | 177 | -3,996 | -3.27% | Q1 2026 | May 13, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 118,133 | 8,066 | 3.41% | 3.27% | 178 | +1,420 | 1.22% | Q1 2026 | Apr 08, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 118,033 | 8,059 | 4.02% | 4.13% | 179 | -1,792 | -1.5% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 117,469 | 8,020 | 0.31% | 0.27% | 180 | -1,398 | -1.18% | Q1 2026 | May 15, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 117,052 | 7,992 | 5.27% | 5.71% | 181 | -267 | -0.23% | Q1 2026 | Apr 30, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 116,468 | 7,952 | 3.96% | 4.35% | 182 | +1,977 | 1.73% | Q1 2026 | May 14, 2026 |
| SMART Wealth LLC | History | Reduced | 116,296 | 7,940 | 2.33% | 2.66% | 183 | -9,243 | -7.36% | Q1 2026 | Apr 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 113,698 | 7,898 | 0.61% | 0.61% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 115,128 | 7,860 | 0.16% | 0.15% | 185 | +10,845 | 10.4% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Added to | 114,647 | 7,828 | 2.04% | 1.87% | 186 | +16,343 | 16.62% | Q1 2026 | Apr 08, 2026 |
| Harvest Investment Services, LLC | History | Added to | 114,561 | 7,822 | 1.43% | 1.42% | 187 | +5,845 | 5.38% | Q1 2026 | May 14, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 113,820 | 7,771 | 6.82% | 6.57% | 188 | +3,073 | 2.77% | Q1 2026 | Apr 08, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 112,160 | 7,658 | 2.41% | 2.42% | 189 | +84 | 0.07% | Q1 2026 | Apr 16, 2026 |
| Envision Financial LLC | History | Added to | 111,842 | 7,636 | 4.11% | 3.79% | 190 | +8,586 | 8.32% | Q1 2026 | Apr 16, 2026 |
| Certified Advisory Corp | History | Added to | 111,055 | 7,582 | 0.68% | 0.63% | 191 | +10,873 | 10.85% | Q1 2026 | Apr 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 110,529 | 7,546 | 0.34% | 0.34% | 192 | +4,044 | 3.8% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 108,978 | 7,441 | 0.51% | 0.5% | 193 | +3,745 | 3.56% | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 108,266 | 7,392 | 1.25% | 1.22% | 194 | +3,345 | 3.19% | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 102,783 | 7,018 | 0.22% | 0.11% | 195 | +8,629 | 9.16% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 100,222 | 6,843 | 0.04% | 0.04% | 196 | -1,232 | -1.21% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 99,734 | 6,809 | 0.19% | 0.05% | 197 | +75,416 | 310.12% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 99,545 | 6,796 | 0.07% | 0.06% | 198 | +14,337 | 16.83% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Reduced | 99,218 | 6,773 | 0.36% | 0.38% | 199 | -26,344 | -20.98% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 98,495 | 6,725 | 0.12% | 0.12% | 200 | +8,945 | 9.99% | Q1 2026 | May 11, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 97,800 | 6,677 | 1.62% | 0.98% | 201 | +44,709 | 84.21% | Q1 2026 | Apr 20, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 95,606 | 6,528 | 6.89% | 5.64% | 202 | +21,231 | 28.55% | Q1 2026 | May 07, 2026 |
| CLG LLC | History | Reduced | 94,896 | 6,479 | 1.61% | 1.74% | 203 | -5,726 | -5.69% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 92,851 | 6,339 | 0.15% | 0.14% | 204 | +8,776 | 10.44% | Q1 2026 | May 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 92,048 | 6,285 | 0.86% | 0.88% | 205 | +2,083 | 2.32% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 90,465 | 6,176 | 0.13% | 0.13% | 206 | +4,466 | 5.19% | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 90,420 | 6,173 | 0.89% | 0.76% | 207 | +15,781 | 21.14% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Reduced | 89,892 | 6,137 | 0.21% | 0.22% | 208 | -2,669 | -2.88% | Q1 2026 | Apr 22, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 87,629 | 5,983 | 4.22% | 4.47% | 209 | -2,730 | -3.02% | Q1 2026 | Apr 17, 2026 |
| Insight Inv LLC | History | Added to | 85,879 | 5,863 | 3.21% | 2.93% | 210 | +10,588 | 14.06% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 87,714 | 5,825 | 0.21% | 0.2% | 211 | +11,636 | 15.29% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 83,754 | 5,718 | 3.64% | 3.47% | 212 | +5,072 | 6.45% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 83,285 | 5,686 | 0.34% | 0.33% | 213 | +961 | 1.17% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 82,955 | 5,664 | 0.27% | 0.26% | 214 | +6,355 | 8.3% | Q1 2026 | Apr 28, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 80,436 | 5,492 | 1.08% | 0.05% | 215 | +77,042 | 2269.95% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 80,224 | 5,477 | 1.07% | 4.12% | 216 | -211,644 | -72.51% | Q1 2026 | Apr 20, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 80,000 | 5,462 | 0.04% | 0.05% | 217 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Claro Advisors Inc. | History | Added to | 79,618 | 5,436 | 0.65% | 0.75% | 218 | +437 | 0.55% | Q1 2026 | Apr 21, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 78,991 | 5,393 | 1.46% | 1.09% | 219 | +22,870 | 40.75% | Q1 2026 | May 05, 2026 |
| Bravera Wealth | History | Added to | 78,643 | 5,369 | 2.42% | 2.3% | 220 | +12,539 | 18.97% | Q1 2026 | Apr 22, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 78,149 | 5,336 | 0.14% | 0.13% | 221 | +3,004 | 4.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 77,558 | 5,295 | 0.05% | 0.07% | 222 | -53,808 | -40.96% | Q1 2026 | May 13, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 77,562 | 5,295 | 2.22% | 2.18% | 223 | -587 | -0.75% | Q1 2026 | Apr 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 77,276 | 5,276 | 0.4% | 0.47% | 224 | -7,029 | -8.34% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 76,914 | 5,252 | 0.15% | 0.15% | 225 | +5,309 | 7.41% | Q1 2026 | Apr 21, 2026 |
| TruWealth Advisors, LLC | History | Added to | 75,898 | 5,182 | 0.25% | 0.26% | 226 | +546 | 0.72% | Q1 2026 | Apr 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 75,797 | 5,175 | 1.8% | 1.89% | 227 | +340 | 0.45% | Q1 2026 | Apr 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 74,996 | 5,121 | 0.01% | 0.0% | 228 | +36,495 | 94.79% | Q1 2026 | May 13, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 74,979 | 5,119 | 2.25% | 2.3% | 229 | -3,639 | -4.63% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 69,537 | 5,050 | 0.28% | 0.3% | 230 | -3,424 | -4.69% | Q1 2026 | Apr 17, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 73,895 | 5,045 | 0.68% | 0.71% | 231 | -1,647 | -2.18% | Q1 2026 | Apr 08, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 73,354 | 5,008 | 0.19% | 0.23% | 232 | -4,018 | -5.19% | Q1 2026 | Apr 29, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 73,100 | 4,991 | 2.39% | 2.34% | 233 | +6,131 | 9.15% | Q1 2026 | May 08, 2026 |
| LVZ, Inc. | History | Added to | 72,915 | 4,978 | 0.57% | 0.51% | 234 | +7,193 | 10.94% | Q1 2026 | Apr 28, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 71,603 | 4,959 | 1.38% | 1.22% | 235 | +11,700 | 19.53% | Q1 2026 | Apr 08, 2026 |
| Five Pine Wealth Management | History | Reduced | 72,208 | 4,930 | 3.06% | 3.32% | 236 | -2,313 | -3.1% | Q1 2026 | Apr 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 72,200 | 4,929 | 0.01% | 0.01% | 237 | +24,500 | 51.36% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 72,021 | 4,917 | 0.09% | 0.09% | 238 | -352 | -0.49% | Q1 2026 | Apr 10, 2026 |
| Graney & King, LLC | History | Added to | 71,449 | 4,878 | 2.63% | 2.42% | 239 | +11,974 | 20.13% | Q1 2026 | May 18, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 71,352 | 4,871 | 0.36% | 0.37% | 240 | -11 | -0.02% | Q1 2026 | May 05, 2026 |
| Guilbault Capital LLC | History | Added to | 70,734 | 4,829 | 5.29% | 5.33% | 241 | +2,137 | 3.12% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 69,981 | 4,778 | 1.75% | 1.59% | 242 | +6,535 | 10.3% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 67,970 | 4,640 | 0.14% | 0.17% | 243 | +1,783 | 2.69% | Q1 2026 | May 15, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 67,778 | 4,627 | 3.45% | 3.1% | 244 | +5,708 | 9.2% | Q1 2026 | Apr 17, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 66,497 | 4,540 | 1.74% | 1.64% | 245 | +2,904 | 4.57% | Q1 2026 | Apr 24, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 66,421 | 4,535 | 2.84% | 2.81% | 246 | +869 | 1.33% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 66,180 | 4,517 | 0.01% | 0.01% | 247 | +1,067 | 1.64% | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 65,867 | 4,497 | 0.23% | 0.24% | 248 | +264 | 0.4% | Q1 2026 | Apr 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 64,451 | 4,400 | 0.48% | 0.55% | 249 | -6,001 | -8.52% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 64,332 | 4,392 | 0.0% | 0.0% | 250 | -5,641 | -8.06% | Q1 2026 | May 05, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 64,181 | 4,382 | 1.94% | 2.08% | 251 | -805 | -1.24% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 63,903 | 4,363 | 0.05% | 0.05% | 252 | +294 | 0.46% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 63,804 | 4,356 | 0.18% | — | 253 | +63,804 | New | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 61,819 | 4,221 | 0.01% | 0.01% | 254 | +18,670 | 43.27% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 60,503 | 4,131 | 0.0% | 0.0% | 255 | +3,474 | 6.09% | Q1 2026 | May 12, 2026 |
| Holistic Financial Partners | History | Added to | 60,458 | 4,128 | 1.53% | 1.11% | 256 | +16,293 | 36.89% | Q1 2026 | May 05, 2026 |
| Claris Financial LLC | History | Added to | 60,246 | 4,113 | 2.25% | 2.15% | 257 | +2,201 | 3.79% | Q1 2026 | May 18, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 60,186 | 4,109 | 2.72% | 2.82% | 258 | +520 | 0.87% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 59,766 | 4,080 | 0.01% | 0.0% | 259 | +23,610 | 65.3% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Added to | 59,655 | 4,073 | 1.16% | 1.05% | 260 | +3,143 | 5.56% | Q1 2026 | May 07, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 59,597 | 4,069 | 0.84% | 0.95% | 261 | -2,408 | -3.88% | Q1 2026 | May 12, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 53,581 | 3,992 | 0.15% | 0.15% | 262 | +1,403 | 2.69% | Q1 2026 | Apr 24, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 58,359 | 3,984 | 0.87% | 0.62% | 263 | +18,083 | 44.9% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 57,530 | 3,928 | 0.03% | 0.03% | 264 | -293 | -0.51% | Q1 2026 | Apr 07, 2026 |
| Ballew Advisors, Inc | History | Added to | 53,766 | 3,905 | 2.2% | 1.73% | 265 | +11,176 | 26.24% | Q1 2026 | Apr 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 57,198 | 3,905 | 1.29% | 1.2% | 266 | +5,019 | 9.62% | Q1 2026 | Apr 09, 2026 |
| FMR LLC | History | Added to | 56,967 | 3,889 | 0.0% | 0.0% | 267 | +13,641 | 31.48% | Q1 2026 | May 15, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 56,401 | 3,851 | 0.75% | 0.82% | 268 | -5,000 | -8.14% | Q1 2026 | Apr 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 54,515 | 3,787 | 0.28% | 0.28% | 269 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 55,432 | 3,784 | 0.11% | 0.1% | 270 | +3,465 | 6.67% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 54,823 | 3,743 | 0.02% | 0.02% | 271 | -2,129 | -3.74% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 53,410 | 3,646 | 0.44% | 0.45% | 272 | -160 | -0.3% | Q1 2026 | Apr 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 53,255 | 3,636 | 1.5% | 1.47% | 273 | -7,477 | -12.31% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 53,239 | 3,635 | 0.02% | 0.06% | 274 | -178,777 | -77.05% | Q1 2026 | Apr 29, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 53,133 | 3,627 | 3.09% | 3.29% | 275 | -7,657 | -12.6% | Q1 2026 | Apr 24, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 52,645 | 3,594 | 3.54% | 3.5% | 276 | +1,172 | 2.28% | Q1 2026 | Apr 07, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 51,522 | 3,517 | 0.44% | 0.47% | 277 | -2,575 | -4.76% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 51,341 | 3,506 | 0.01% | 0.01% | 278 | -713 | -1.37% | Q1 2026 | May 14, 2026 |
| Southland Equity Partners LLC | History | Added to | 51,321 | 3,504 | 0.68% | 0.7% | 279 | +363 | 0.71% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 50,683 | 3,460 | 0.0% | 0.0% | 280 | +5,129 | 11.26% | Q1 2026 | May 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 49,700 | 3,452 | 2.94% | 2.94% | 281 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 50,078 | 3,419 | 0.11% | 0.11% | 282 | +3,690 | 7.95% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 49,990 | 3,413 | 0.07% | 0.07% | 283 | +2,647 | 5.59% | Q1 2026 | Apr 15, 2026 |
| Purus Wealth Management, LLC | History | Added to | 49,983 | 3,412 | 1.09% | 1.08% | 284 | +28 | 0.06% | Q1 2026 | Apr 15, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 49,079 | 3,351 | 0.6% | 0.63% | 285 | -233 | -0.47% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 48,869 | 3,336 | 0.2% | 0.21% | 286 | +737 | 1.53% | Q1 2026 | Apr 13, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 48,842 | 3,335 | 1.72% | 1.59% | 287 | +7,316 | 17.62% | Q1 2026 | Apr 21, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 48,284 | 3,296 | 1.44% | 1.58% | 288 | -4,641 | -8.77% | Q1 2026 | Apr 28, 2026 |
| Cedrus Wealth Group LLC | History | New | 48,104 | 3,284 | 3.66% | — | 289 | +48,104 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 47,406 | 3,236 | 0.01% | 0.03% | 290 | -51,886 | -52.26% | Q1 2026 | May 11, 2026 |
| Ignite Planners, LLC | History | Added to | 46,654 | 3,223 | 0.5% | 0.42% | 291 | +8,292 | 21.62% | Q1 2026 | Apr 17, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 47,202 | 3,222 | 0.81% | 0.7% | 292 | +8,564 | 22.16% | Q1 2026 | Apr 09, 2026 |
| PKS Advisory Services, LLC | History | Added to | 46,709 | 3,184 | 0.74% | 0.69% | 293 | +3,229 | 7.43% | Q1 2026 | May 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 46,046 | 3,144 | 1.05% | 1.12% | 294 | +85 | 0.18% | Q1 2026 | May 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 45,858 | 3,131 | 1.13% | 1.1% | 295 | -1,611 | -3.39% | Q1 2026 | May 12, 2026 |
| Concorde Asset Management, LLC | History | No change | 44,799 | 3,112 | 1.24% | 1.24% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| APS Management Group, Inc. | History | Reduced | 45,507 | 3,107 | 2.66% | 3.22% | 297 | -8,580 | -15.86% | Q1 2026 | Apr 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 44,955 | 3,069 | 0.78% | 0.82% | 298 | +3,014 | 7.19% | Q1 2026 | Apr 28, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 44,904 | 3,066 | 0.62% | 0.71% | 299 | -16,459 | -26.82% | Q1 2026 | Apr 22, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 44,846 | 3,062 | 1.26% | 1.22% | 300 | +246 | 0.55% | Q1 2026 | Apr 22, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 43,821 | 2,992 | 0.24% | 0.19% | 301 | +15,792 | 56.34% | Q1 2026 | Apr 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 42,895 | 2,928 | 0.07% | 0.06% | 302 | +5,070 | 13.4% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 42,800 | 2,922 | 0.19% | 0.27% | 303 | -16,077 | -27.31% | Q1 2026 | Apr 15, 2026 |
| Apollon Financial, LLC | History | Added to | 42,402 | 2,895 | 0.4% | 0.42% | 304 | +1,234 | 3.0% | Q1 2026 | Apr 22, 2026 |
| Sun Financial Inc | History | Added to | 38,802 | 2,884 | 1.44% | 1.4% | 305 | +2,574 | 7.11% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 42,223 | 2,883 | 0.35% | 0.36% | 306 | -612 | -1.43% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 41,976 | 2,866 | 0.11% | 0.11% | 307 | -1,829 | -4.18% | Q1 2026 | May 12, 2026 |
| IFS Group,LLC | History | New | 41,937 | 2,863 | 2.55% | — | 308 | +41,937 | New | Q1 2026 | May 18, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 41,810 | 2,854 | 0.25% | 0.25% | 309 | +1,424 | 3.53% | Q1 2026 | Apr 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 41,712 | 2,848 | 0.11% | 0.17% | 310 | -24,111 | -36.63% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | Added to | 41,404 | 2,827 | 0.19% | 0.21% | 311 | +1,374 | 3.43% | Q1 2026 | May 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 41,341 | 2,822 | 1.06% | — | 313 | +41,341 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 41,341 | 2,822 | 1.06% | 1.13% | 312 | -174 | -0.42% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 40,939 | 2,795 | 0.18% | 0.17% | 314 | +3,622 | 9.71% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | Reduced | 40,918 | 2,793 | 3.82% | 3.26% | 315 | -1,189 | -2.82% | Q1 2026 | May 12, 2026 |
| Balefire, LLC | History | Added to | 40,087 | 2,737 | 0.52% | 0.53% | 316 | +566 | 1.43% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 39,268 | 2,681 | 0.07% | 0.07% | 317 | -1,356 | -3.34% | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 39,237 | 2,679 | 0.43% | 0.17% | 318 | +21,464 | 120.77% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 39,071 | 2,667 | 0.07% | 0.07% | 319 | +274 | 0.71% | Q1 2026 | May 14, 2026 |
| Atlas Wealth LLC | History | Reduced | 39,021 | 2,664 | 0.8% | 0.84% | 320 | -565 | -1.43% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 38,445 | 2,646 | 0.05% | 0.07% | 321 | -17,070 | -30.75% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Added to | 38,665 | 2,640 | 0.24% | 0.19% | 323 | +7,813 | 25.32% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 38,671 | 2,640 | 0.2% | 0.2% | 322 | +403 | 1.05% | Q1 2026 | Apr 14, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 37,891 | 2,587 | 0.91% | 0.98% | 324 | -1,994 | -5.0% | Q1 2026 | Apr 20, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 37,752 | 2,577 | 0.18% | 0.17% | 325 | -290 | -0.76% | Q1 2026 | May 05, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 37,732 | 2,576 | 1.45% | 1.49% | 326 | +1,104 | 3.01% | Q1 2026 | Apr 20, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 37,342 | 2,549 | 2.29% | 1.8% | 327 | +11,053 | 42.04% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 36,916 | 2,520 | 0.02% | 0.01% | 328 | +2,993 | 8.82% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 36,564 | 2,496 | 0.63% | 0.71% | 329 | +3,163 | 9.47% | Q1 2026 | May 08, 2026 |
| My Portfolio Guide, LLC | History | New | 36,285 | 2,473 | 1.37% | — | 330 | +36,285 | New | Q1 2026 | May 05, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 35,681 | 2,436 | 0.86% | 0.77% | 331 | +252 | 0.71% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 35,532 | 2,426 | 0.34% | 0.34% | 332 | +252 | 0.71% | Q1 2026 | Apr 15, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 35,529 | 2,425 | 0.58% | — | 333 | +35,529 | New | Q1 2026 | Apr 20, 2026 |
| Sequent Planning LLC | History | Added to | 35,252 | 2,406 | 0.58% | 0.6% | 334 | +1,566 | 4.65% | Q1 2026 | Apr 21, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 34,880 | 2,381 | 0.01% | 0.01% | 335 | -5 | -0.01% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 34,496 | 2,355 | 0.33% | 0.35% | 336 | +2,895 | 9.16% | Q1 2026 | May 08, 2026 |
| EdgeRock Capital LLC | History | Added to | 33,879 | 2,314 | 0.63% | 0.54% | 337 | +4,920 | 16.99% | Q1 2026 | Apr 16, 2026 |
| ProVise Management Group, LLC | History | Added to | 33,724 | 2,302 | 0.17% | 0.15% | 338 | +4,266 | 14.48% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 33,709 | 2,301 | 1.14% | 1.35% | 339 | -6,945 | -17.08% | Q1 2026 | May 07, 2026 |
| CERTUITY, LLC | History | Reduced | 33,498 | 2,287 | 0.15% | 0.15% | 340 | -726 | -2.12% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 33,109 | 2,260 | 0.02% | 0.01% | 341 | +17,503 | 112.16% | Q1 2026 | May 13, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 33,023 | 2,254 | 1.96% | 1.83% | 342 | +2,418 | 7.9% | Q1 2026 | May 07, 2026 |
| Catalyst Investment Management LLC | History | Added to | 30,163 | 2,247 | 2.49% | 1.58% | 343 | +6,222 | 25.99% | Q1 2026 | Apr 23, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 32,720 | 2,234 | 0.77% | 0.73% | 344 | +1,189 | 3.77% | Q1 2026 | May 04, 2026 |
| MTM Investment Management, LLC | History | Reduced | 32,169 | 2,196 | 0.7% | 0.73% | 345 | -581 | -1.77% | Q1 2026 | May 06, 2026 |
| Platform Technology Partners | History | Added to | 31,671 | 2,162 | 0.42% | 0.41% | 346 | +3,658 | 13.06% | Q1 2026 | Apr 27, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 31,579 | 2,150 | 1.2% | — | 347 | +31,579 | New | Q1 2026 | Apr 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 31,197 | 2,130 | 2.54% | 2.32% | 348 | -7,311 | -18.99% | Q1 2026 | Apr 28, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 31,179 | 2,128 | 0.48% | 0.3% | 349 | +12,534 | 67.22% | Q1 2026 | Apr 27, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 31,024 | 2,118 | 1.42% | 1.4% | 350 | +2,526 | 8.86% | Q1 2026 | Apr 27, 2026 |
| Centerpoint Advisory Group | History | Reduced | 30,996 | 2,116 | 1.59% | 1.7% | 351 | -850 | -2.67% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 30,955 | 2,113 | 0.15% | 0.13% | 352 | +3,749 | 13.78% | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 30,817 | 2,104 | 0.66% | 0.5% | 353 | +7,427 | 31.75% | Q1 2026 | May 01, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 30,111 | 2,056 | 0.97% | 0.92% | 354 | +124 | 0.41% | Q1 2026 | May 14, 2026 |
| Family Manage LLC | History | Added to | 29,842 | 2,037 | 0.24% | 0.26% | 355 | +34 | 0.11% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 29,749 | 2,031 | 0.11% | 0.11% | 356 | -656 | -2.16% | Q1 2026 | Apr 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 29,497 | 2,014 | 0.15% | 0.09% | 357 | +13,633 | 85.94% | Q1 2026 | Apr 22, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 29,409 | 2,008 | 1.29% | 1.02% | 358 | +7,344 | 33.28% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 29,221 | 1,996 | 0.02% | 0.02% | 359 | -6,696 | -18.64% | Q1 2026 | May 14, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 28,820 | 1,967 | 1.73% | 1.35% | 360 | +555 | 1.96% | Q1 2026 | May 04, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 28,777 | 1,964 | 1.01% | 0.99% | 361 | +1,126 | 4.07% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | No change | 28,761 | 1,963 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,664 | 1,957 | 0.05% | 0.06% | 363 | +1,234 | 4.5% | Q1 2026 | May 11, 2026 |
| DAGCO, INC. | History | Added to | 28,609 | 1,953 | 0.42% | 0.37% | 364 | +5,431 | 23.43% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 28,386 | 1,938 | 0.0% | 0.0% | 365 | -3,972 | -12.28% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 28,229 | 1,927 | 0.1% | 0.21% | 366 | -4,743 | -14.38% | Q1 2026 | Apr 21, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 27,748 | 1,919 | 0.71% | 0.81% | 367 | -2,086 | -6.99% | Q1 2026 | May 01, 2026 |
| Everest Financial Group LLC | History | New | 27,750 | 1,894 | 0.31% | — | 368 | +27,750 | New | Q1 2026 | May 15, 2026 |
| American Financial Advisors, LLC | History | Added to | 27,670 | 1,889 | 0.25% | 0.25% | 369 | +273 | 1.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 27,621 | 1,885 | 0.62% | 0.53% | 370 | +4,785 | 20.95% | Q1 2026 | Apr 24, 2026 |
| National Wealth Management Group, LLC | History | Added to | 27,553 | 1,881 | 0.7% | 0.56% | 371 | +4,252 | 18.25% | Q1 2026 | May 11, 2026 |
| Intrua Financial, LLC | History | Reduced | 27,538 | 1,880 | 0.19% | 0.2% | 372 | -237 | -0.85% | Q1 2026 | Apr 23, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 27,147 | 1,853 | 0.4% | 0.17% | 374 | +15,751 | 138.22% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,139 | 1,853 | 0.02% | 0.02% | 373 | +1,776 | 7.0% | Q1 2026 | May 15, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 26,362 | 1,799 | 1.55% | 1.49% | 375 | -75 | -0.28% | Q1 2026 | May 14, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 26,239 | 1,791 | 0.34% | 0.38% | 376 | +51 | 0.19% | Q1 2026 | Apr 16, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 25,956 | 1,772 | 0.33% | 0.25% | 377 | +6,691 | 34.73% | Q1 2026 | Apr 08, 2026 |
| L & S Advisors Inc | History | Reduced | 25,936 | 1,770 | 0.22% | 0.17% | 378 | -24 | -0.09% | Q1 2026 | May 11, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 25,779 | 1,760 | 0.35% | 0.36% | 379 | +1,392 | 5.71% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 25,583 | 1,746 | 0.03% | 0.02% | 380 | +4,986 | 24.21% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 24,943 | 1,703 | 0.01% | 0.01% | 381 | +94 | 0.38% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 24,891 | 1,699 | 0.27% | 0.29% | 382 | +521 | 2.14% | Q1 2026 | Apr 29, 2026 |
| Element Wealth, LLC | History | Added to | 24,797 | 1,693 | 0.7% | 0.35% | 383 | +12,441 | 100.69% | Q1 2026 | May 04, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 24,785 | 1,692 | 1.37% | 1.37% | 384 | +756 | 3.15% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 24,453 | 1,669 | 0.09% | 0.06% | 385 | +8,567 | 53.93% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 24,337 | 1,661 | 0.1% | 0.09% | 386 | +1,319 | 5.73% | Q1 2026 | Apr 29, 2026 |
| Prism Advisors, Inc. | History | Reduced | 24,089 | 1,644 | 0.44% | 0.46% | 387 | -997 | -3.97% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,050 | 1,642 | 0.0% | 0.0% | 388 | +9,050 | 60.33% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 23,985 | 1,637 | 0.24% | 0.24% | 389 | +713 | 3.06% | Q1 2026 | Apr 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 23,964 | 1,636 | 0.0% | 0.0% | 390 | -7,951 | -24.91% | Q1 2026 | May 13, 2026 |
| RiverTree Advisors, LLC | History | Added to | 23,540 | 1,607 | 1.02% | 0.13% | 391 | +20,644 | 712.85% | Q1 2026 | Apr 20, 2026 |
| Appalachian Capital Management Ltd | History | Reduced | 23,513 | 1,605 | 1.28% | 1.35% | 392 | -785 | -3.23% | Q1 2026 | Apr 27, 2026 |
| Continuum Advisory, LLC | History | Added to | 23,478 | 1,603 | 0.15% | 0.14% | 393 | +2,661 | 12.78% | Q1 2026 | Apr 22, 2026 |
| Grantvest Financial Group LLC | History | Added to | 23,318 | 1,592 | 1.03% | 0.96% | 394 | +1,687 | 7.8% | Q1 2026 | May 11, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 23,228 | 1,586 | 1.25% | 1.39% | 395 | -1,098 | -4.51% | Q1 2026 | Apr 24, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 23,175 | 1,582 | 0.0% | 0.0% | 396 | +3,335 | 16.81% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 23,137 | 1,580 | 0.08% | 0.03% | 397 | +15,098 | 187.81% | Q1 2026 | May 18, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 22,664 | 1,547 | 1.64% | 1.34% | 398 | +4,632 | 25.69% | Q1 2026 | Apr 10, 2026 |
| WPG Advisers, LLC | History | Added to | 22,554 | 1,539 | 1.13% | 0.82% | 399 | +6,695 | 42.22% | Q1 2026 | Apr 29, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 22,280 | 1,521 | 1.08% | 1.1% | 400 | +279 | 1.27% | Q1 2026 | Apr 21, 2026 |
| Altus Wealth Group LLC | History | Reduced | 22,251 | 1,519 | 0.62% | 0.63% | 401 | -469 | -2.06% | Q1 2026 | Apr 27, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 21,522 | 1,469 | 0.22% | 0.23% | 402 | -84 | -0.39% | Q1 2026 | Apr 15, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 21,295 | 1,454 | 1.25% | 1.36% | 403 | -881 | -3.97% | Q1 2026 | Apr 21, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 21,045 | 1,436 | 1.51% | 1.87% | 404 | +6,823 | 47.97% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | Added to | 20,976 | 1,432 | 0.16% | 0.16% | 405 | +333 | 1.61% | Q1 2026 | Apr 10, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 20,623 | 1,408 | 0.56% | 0.61% | 406 | -596 | -2.81% | Q1 2026 | Apr 21, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 20,037 | 1,392 | 0.99% | 1.14% | 407 | -5,014 | -20.02% | Q1 2026 | Apr 16, 2026 |
| Owen LaRue, LLC | History | Added to | 20,304 | 1,386 | 0.53% | 0.39% | 408 | +5,472 | 36.89% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,956 | 1,362 | 0.0% | — | 409 | +19,956 | New | Q1 2026 | May 12, 2026 |
| Rubicon Advisors, GP | History | Added to | 19,944 | 1,361 | 1.18% | 1.25% | 410 | +497 | 2.56% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 19,760 | 1,349 | 0.01% | 0.01% | 411 | -890 | -4.31% | Q1 2026 | May 15, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 19,372 | 1,346 | 0.79% | 0.18% | 412 | +15,070 | 350.3% | Q1 2026 | Apr 08, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 19,612 | 1,339 | 0.45% | 0.38% | 413 | +460 | 2.4% | Q1 2026 | Apr 29, 2026 |
| Walker Asset Management, LLC | History | No change | 19,500 | 1,331 | 0.72% | 0.73% | 414 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 19,287 | 1,316 | 0.26% | 0.35% | 415 | -4,557 | -19.11% | Q1 2026 | Apr 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 19,271 | 1,315 | 0.0% | 0.0% | 416 | -2,520 | -11.56% | Q1 2026 | May 13, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 19,122 | 1,305 | 0.42% | 0.44% | 417 | +1,212 | 6.77% | Q1 2026 | May 04, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 18,959 | 1,294 | 0.06% | 0.06% | 418 | +454 | 2.45% | Q1 2026 | May 05, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 18,828 | 1,285 | 0.64% | 0.78% | 419 | -3,233 | -14.65% | Q1 2026 | May 14, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 18,697 | 1,276 | 0.9% | 0.9% | 420 | +95 | 0.51% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,922 | 1,265 | 0.03% | 0.03% | 421 | +1,683 | 11.04% | Q1 2026 | May 04, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 16,546 | 1,232 | 0.56% | 0.59% | 422 | -2,009 | -10.83% | Q1 2026 | Apr 23, 2026 |
| Family Capital Management, Inc. | History | Reduced | 17,887 | 1,221 | 0.54% | 0.66% | 423 | -3,658 | -16.98% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 17,850 | 1,218 | 0.0% | 0.0% | 424 | +10,595 | 146.04% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 17,790 | 1,215 | 0.03% | 0.03% | 425 | +2,750 | 18.28% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 17,791 | 1,214 | 0.06% | 0.06% | 426 | -159 | -0.89% | Q1 2026 | Apr 24, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 17,720 | 1,209 | 0.15% | 0.18% | 428 | -2,755 | -13.46% | Q1 2026 | Apr 27, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 17,717 | 1,209 | 0.03% | 0.03% | 427 | +556 | 3.24% | Q1 2026 | May 08, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 17,656 | 1,205 | 0.2% | 0.21% | 429 | +13 | 0.07% | Q1 2026 | Apr 29, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 17,603 | 1,201 | 0.3% | 0.29% | 430 | -556 | -3.06% | Q1 2026 | Apr 30, 2026 |
| Moment Partners, LLC | History | No change | 17,591 | 1,201 | 0.21% | 0.25% | 431 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Skyview Financial Group LLC | History | No change | 17,134 | 1,190 | 1.23% | 1.23% | 432 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 17,184 | 1,173 | 0.13% | 0.13% | 433 | +477 | 2.86% | Q1 2026 | May 12, 2026 |
| Wills Financial Group LLC | History | Added to | 15,854 | 1,171 | 0.44% | 0.41% | 434 | +222 | 1.42% | Q1 2026 | May 14, 2026 |
| Herold Advisors, Inc. | History | Reduced | 16,718 | 1,141 | 0.25% | 0.26% | 435 | -199 | -1.18% | Q1 2026 | May 14, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 16,619 | 1,134 | 0.82% | 0.85% | 436 | -144 | -0.86% | Q1 2026 | Apr 17, 2026 |
| Tranquility Partners, LLC | History | Added to | 16,550 | 1,130 | 0.43% | 0.39% | 437 | +892 | 5.7% | Q1 2026 | Apr 20, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,207 | 1,112 | 0.04% | 0.04% | 438 | -356 | -2.29% | Q1 2026 | Apr 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 16,597 | 1,102 | 0.07% | 0.05% | 439 | +1,998 | 13.69% | Q1 2026 | Apr 24, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 16,105 | 1,099 | 0.34% | 0.38% | 440 | -1,305 | -7.5% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 15,977 | 1,090 | 0.0% | 0.0% | 441 | -170 | -1.05% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 15,753 | 1,075 | 0.35% | 0.4% | 442 | -508 | -3.12% | Q1 2026 | May 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 15,681 | 1,070 | 0.21% | — | 443 | +15,681 | New | Q1 2026 | Apr 14, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 15,623 | 1,066 | 0.52% | 0.51% | 444 | +988 | 6.75% | Q1 2026 | Apr 22, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 15,581 | 1,063 | 0.32% | 0.33% | 445 | -155 | -0.99% | Q1 2026 | May 08, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 14,940 | 1,020 | 0.66% | 0.68% | 446 | +102 | 0.69% | Q1 2026 | May 20, 2026 |
| Main Street Group, LTD | History | Added to | 14,903 | 1,017 | 0.3% | 0.33% | 447 | +1,071 | 7.74% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 14,844 | 1,013 | 0.01% | 0.01% | 448 | +1,334 | 9.87% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 14,662 | 1,001 | 0.07% | 0.1% | 449 | -5,419 | -26.99% | Q1 2026 | May 12, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 14,566 | 994 | 0.54% | 0.55% | 450 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 14,439 | 985 | 0.0% | 0.0% | 451 | +811 | 5.95% | Q1 2026 | May 15, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 14,221 | 971 | 0.04% | 0.04% | 452 | +1,525 | 12.01% | Q1 2026 | May 07, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 12,873 | 960 | 0.02% | 0.02% | 453 | -43 | -0.33% | Q1 2026 | May 11, 2026 |
| Waterfront Wealth Inc. | History | Added to | 13,970 | 953 | 0.17% | 0.19% | 454 | +70 | 0.5% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | Added to | 13,947 | 952 | 0.04% | 0.02% | 455 | +6,742 | 93.57% | Q1 2026 | Apr 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 13,955 | 952 | 0.05% | 0.05% | 456 | +412 | 3.04% | Q1 2026 | Apr 30, 2026 |
| Sequent Asset Management, LLC | History | No change | 13,656 | 949 | 0.42% | 0.42% | 457 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 1776 Wealth LLC | History | Added to | 13,871 | 947 | 0.37% | 0.36% | 458 | +145 | 1.06% | Q1 2026 | May 08, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 13,621 | 930 | 0.14% | 0.15% | 459 | -339 | -2.43% | Q1 2026 | Apr 21, 2026 |
| Michels Family Financial, LLC | History | Added to | 13,519 | 923 | 0.67% | 0.61% | 460 | +1,585 | 13.28% | Q1 2026 | Apr 24, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 13,495 | 921 | 0.62% | 0.68% | 461 | -881 | -6.13% | Q1 2026 | Apr 21, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 13,312 | 908 | 0.36% | 0.38% | 462 | -832 | -5.88% | Q1 2026 | Apr 21, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 13,271 | 906 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 13,093 | 894 | 0.37% | 1.34% | 464 | -27,514 | -67.76% | Q1 2026 | Apr 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,843 | 876 | 0.04% | 0.04% | 465 | +909 | 7.62% | Q1 2026 | May 08, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 12,683 | 865 | 0.43% | 0.44% | 466 | +31 | 0.25% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 12,418 | 847 | 0.06% | 0.08% | 467 | -2,126 | -14.62% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 12,342 | 842 | 0.43% | 0.32% | 468 | +3,332 | 36.98% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 12,323 | 841 | 0.09% | 0.09% | 469 | +79 | 0.65% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 12,309 | 840 | 0.06% | 0.06% | 470 | +12,170 | 8755.4% | Q1 2026 | Apr 28, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 12,241 | 835 | 6.34% | 6.73% | 471 | -6,939 | -36.18% | Q1 2026 | May 13, 2026 |
| Apeiron RIA LLC | History | New | 12,115 | 827 | 0.19% | — | 473 | +12,115 | New | Q1 2026 | Apr 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 12,125 | 827 | 0.25% | 0.17% | 472 | +4,135 | 51.75% | Q1 2026 | Apr 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,111 | 826 | 0.01% | 0.0% | 474 | +9,945 | 459.14% | Q1 2026 | May 07, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 11,929 | 814 | 0.07% | 0.07% | 475 | +813 | 7.31% | Q1 2026 | Apr 08, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 11,747 | 802 | 0.41% | 0.32% | 476 | +3,904 | 49.78% | Q1 2026 | May 11, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,696 | 798 | 0.24% | 0.17% | 477 | +3,773 | 47.62% | Q1 2026 | Apr 20, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 11,617 | 793 | 0.13% | 0.13% | 478 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 11,593 | 791 | 0.21% | 0.19% | 479 | -27 | -0.23% | Q1 2026 | May 11, 2026 |
| Beck Bode, LLC | History | Reduced | 11,571 | 790 | 0.13% | 0.18% | 480 | -4,283 | -27.02% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 11,328 | 773 | 0.01% | 0.01% | 481 | +152 | 1.36% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 11,187 | 763 | 0.02% | 0.01% | 482 | +3,450 | 44.59% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,087 | 756 | 0.03% | 0.03% | 483 | +608 | 5.8% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 11,007 | 751 | 0.01% | 0.01% | 484 | +3 | 0.03% | Q1 2026 | May 12, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 10,923 | 745 | 0.31% | 0.33% | 485 | -2,033 | -15.69% | Q1 2026 | May 15, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 10,856 | 741 | 0.19% | 0.39% | 486 | -10,819 | -49.91% | Q1 2026 | Apr 08, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 10,786 | 736 | 0.27% | 0.09% | 487 | +7,353 | 214.19% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,690 | 729 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Brookwood Investment Group LLC | History | Added to | 10,578 | 722 | 0.09% | 0.06% | 489 | +3,831 | 56.78% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 10,562 | 721 | 0.01% | 0.01% | 490 | -322 | -2.96% | Q1 2026 | May 01, 2026 |
| DB&C Advisors, LLC | History | Added to | 10,540 | 719 | 0.93% | 0.84% | 491 | +861 | 8.9% | Q1 2026 | Apr 24, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 10,510 | 717 | 0.3% | 0.1% | 492 | +7,296 | 227.01% | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 10,359 | 707 | 0.01% | 0.01% | 493 | -665 | -6.03% | Q1 2026 | May 07, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 10,350 | 706 | 0.04% | 0.04% | 494 | -1,550 | -13.03% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 10,120 | 691 | 0.01% | 0.01% | 495 | +1,733 | 20.66% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,993 | 682 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 9,834 | 671 | 0.15% | 0.47% | 497 | -20,016 | -67.06% | Q1 2026 | Apr 17, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 9,735 | 664 | 0.29% | 0.26% | 498 | +1,087 | 12.57% | Q1 2026 | May 13, 2026 |
| Advisor Resource Council | History | Reduced | 9,662 | 659 | 0.21% | 0.47% | 499 | -9,416 | -49.36% | Q1 2026 | May 07, 2026 |
| XML Financial, LLC | History | Reduced | 9,606 | 655 | 0.05% | 0.06% | 500 | -919 | -8.73% | Q1 2026 | Apr 16, 2026 |
| Sowell Financial Services LLC | History | Reduced | 9,302 | 635 | 0.02% | 0.03% | 501 | -2,858 | -23.5% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Reduced | 9,291 | 634 | 0.0% | 0.0% | 502 | -891 | -8.75% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 9,238 | 630 | 0.41% | 0.44% | 503 | -66 | -0.71% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Added to | 9,196 | 627 | 0.04% | 0.03% | 504 | +847 | 10.14% | Q1 2026 | May 04, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 9,102 | 621 | 0.15% | 0.15% | 505 | -248 | -2.65% | Q1 2026 | Apr 23, 2026 |
| Maia Wealth LLC | History | Reduced | 9,059 | 618 | 0.1% | 0.11% | 506 | -373 | -3.95% | Q1 2026 | May 08, 2026 |
| Allie Family Office LLC | History | No change | 9,015 | 615 | 0.27% | 0.29% | 507 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 8,891 | 607 | 0.02% | 0.03% | 508 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Serenity Investment Advisors | History | No change | 8,428 | 607 | 0.35% | 0.35% | 509 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| MASECO LLP | History | No change | 8,858 | 604 | 0.02% | 0.03% | 510 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,813 | 601 | 0.03% | 0.04% | 511 | -700 | -7.36% | Q1 2026 | Apr 30, 2026 |
| Johnson Financial Group, LLC | History | New | 8,719 | 595 | 0.04% | — | 513 | +8,719 | New | Q1 2026 | May 14, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 8,722 | 595 | 0.36% | 0.37% | 512 | +352 | 4.21% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 8,639 | 589 | 0.03% | 0.03% | 514 | +944 | 12.27% | Q1 2026 | Apr 09, 2026 |
| Belpointe Asset Management LLC | History | New | 8,525 | 582 | 0.02% | — | 516 | +8,525 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 8,525 | 582 | 0.08% | — | 517 | +8,525 | New | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | Added to | 8,525 | 582 | 0.03% | 0.02% | 515 | +1,500 | 21.35% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Added to | 8,468 | 578 | 0.03% | 0.02% | 518 | +1,315 | 18.38% | Q1 2026 | Apr 27, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 8,325 | 568 | 0.39% | 0.38% | 519 | +270 | 3.35% | Q1 2026 | Apr 23, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 8,089 | 567 | 0.73% | 0.73% | 520 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 8,100 | 553 | 0.33% | 0.27% | 521 | +2,458 | 43.57% | Q1 2026 | May 06, 2026 |
| Retirement Planning Group, LLC | History | Added to | 8,013 | 547 | 0.02% | 0.02% | 522 | +138 | 1.75% | Q1 2026 | May 04, 2026 |
| Kestra Investment Management, LLC | History | Added to | 7,966 | 543 | 0.01% | 0.01% | 523 | +3,403 | 74.58% | Q1 2026 | May 11, 2026 |
| Clark Asset Management, LLC | History | New | 7,807 | 533 | 0.05% | — | 524 | +7,807 | New | Q1 2026 | Apr 16, 2026 |
| Balance Wealth, LLC | History | Reduced | 7,584 | 517 | 0.16% | 0.17% | 525 | -162 | -2.09% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 6,935 | 514 | 0.01% | — | 526 | +6,935 | New | Q1 2026 | May 01, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 7,368 | 503 | 0.03% | 0.03% | 527 | -305 | -3.97% | Q1 2026 | Apr 13, 2026 |
| Northwest Financial Advisors | History | Reduced | 7,378 | 503 | 0.97% | 1.07% | 528 | -107 | -1.43% | Q1 2026 | Apr 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 7,330 | 501 | 0.16% | 0.15% | 529 | +689 | 10.37% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 7,316 | 499 | 0.15% | 0.11% | 530 | +2,000 | 37.62% | Q1 2026 | Apr 22, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 7,233 | 493 | 0.11% | 0.09% | 531 | +1,263 | 21.16% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,073 | 482 | 0.0% | 0.0% | 532 | +946 | 15.44% | Q1 2026 | May 14, 2026 |
| Red Door Wealth Management, LLC | History | No change | 7,046 | 481 | 0.05% | 0.05% | 533 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 6,959 | 475 | 0.29% | 0.31% | 534 | -645 | -8.48% | Q1 2026 | Apr 30, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 6,950 | 474 | 0.15% | 0.08% | 535 | +1,397 | 25.16% | Q1 2026 | May 12, 2026 |
| Castleview Partners, LLC | History | Added to | 6,898 | 470 | 0.24% | 0.23% | 536 | +189 | 2.82% | Q1 2026 | May 01, 2026 |
| MBE Wealth Management, LLC | History | Added to | 6,798 | 464 | 0.19% | 0.19% | 537 | +179 | 2.7% | Q1 2026 | Apr 21, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 6,712 | 462 | 0.1% | 0.1% | 538 | +142 | 2.16% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,663 | 454 | 0.01% | 0.01% | 539 | +134 | 2.05% | Q1 2026 | Apr 08, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 6,649 | 453 | 0.29% | 0.58% | 540 | -6,180 | -48.17% | Q1 2026 | Apr 21, 2026 |
| Delta Investment Management, LLC | History | Added to | 6,615 | 451 | 0.08% | 0.08% | 541 | +18 | 0.27% | Q1 2026 | May 12, 2026 |
| Hofer & Associates. Inc | History | Added to | 6,592 | 450 | 0.24% | 0.22% | 542 | +518 | 8.53% | Q1 2026 | Apr 21, 2026 |
| Realta Investment Advisors | History | Added to | 6,577 | 449 | 0.16% | 0.14% | 543 | +549 | 9.11% | Q1 2026 | Apr 22, 2026 |
| Elevated Financial Group LLC | History | Added to | 6,534 | 446 | 0.14% | 0.15% | 545 | +96 | 1.49% | Q1 2026 | May 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 6,539 | 446 | 0.07% | 0.07% | 544 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| McKinney Capital Management, LLC | History | New | 6,488 | 443 | 0.38% | — | 546 | +6,488 | New | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,459 | 441 | 0.02% | 0.02% | 547 | -1,516 | -19.01% | Q1 2026 | May 13, 2026 |
| Cambridge Advisors Inc. | History | New | 6,426 | 438 | 0.08% | — | 548 | +6,426 | New | Q1 2026 | Apr 16, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 6,299 | 437 | 0.06% | 0.06% | 549 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FWG Holdings, LLC | History | Reduced | 6,264 | 435 | 0.16% | 0.19% | 550 | -256 | -3.93% | Q1 2026 | Apr 13, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 6,375 | 435 | 0.31% | 0.28% | 551 | +151 | 2.43% | Q1 2026 | May 14, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 6,287 | 429 | 0.13% | 0.13% | 552 | +3 | 0.05% | Q1 2026 | May 19, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,655 | 422 | 0.03% | 0.04% | 553 | -128 | -2.21% | Q1 2026 | May 01, 2026 |
| EQUITABLE TRUST CO | History | No change | 6,120 | 417 | 0.02% | 0.02% | 554 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 6,100 | 416 | 0.2% | 0.2% | 555 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 6,107 | 416 | 0.3% | 0.35% | 556 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Junk Investment Group, LLC | History | New | 5,997 | 409 | 0.21% | — | 558 | +5,997 | New | Q1 2026 | May 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 5,501 | 409 | 0.5% | 0.53% | 557 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,979 | 408 | 0.07% | 0.07% | 559 | +966 | 19.27% | Q1 2026 | May 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 5,926 | 404 | 0.02% | 0.01% | 560 | -37 | -0.62% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 5,913 | 403 | 0.0% | — | 561 | +5,913 | New | Q1 2026 | May 14, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 5,870 | 400 | 0.15% | 0.15% | 562 | +28 | 0.48% | Q1 2026 | Apr 15, 2026 |
| Regal Investment Advisors LLC | History | New | 5,741 | 392 | 0.02% | — | 564 | +5,741 | New | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 5,753 | 392 | 0.01% | 0.01% | 563 | +152 | 2.71% | Q1 2026 | May 07, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 5,590 | 381 | 0.02% | 0.02% | 565 | -284 | -4.83% | Q1 2026 | Apr 17, 2026 |
| Old Port Advisors | History | No change | 5,549 | 378 | 0.09% | 0.09% | 566 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 5,516 | 376 | 0.2% | 0.21% | 567 | +136 | 2.53% | Q1 2026 | May 13, 2026 |
| GLR Partners, LLC | History | New | 5,494 | 375 | 0.2% | — | 569 | +5,494 | New | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Reduced | 5,501 | 375 | 0.03% | 0.07% | 568 | -311 | -5.35% | Q1 2026 | Apr 28, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 5,481 | 374 | 0.11% | 0.11% | 570 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,474 | 373 | 0.02% | 0.02% | 571 | -5 | -0.09% | Q1 2026 | Apr 06, 2026 |
| Capital Square, LLC | History | Added to | 4,937 | 370 | 0.17% | 0.16% | 572 | +434 | 9.64% | Q1 2026 | May 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 5,340 | 364 | 0.09% | 0.08% | 573 | +1,204 | 29.11% | Q1 2026 | May 07, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 5,318 | 363 | 0.08% | 0.11% | 574 | -1,416 | -21.03% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | Reduced | 5,310 | 362 | 0.03% | 0.03% | 575 | -164 | -3.0% | Q1 2026 | May 08, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 5,291 | 361 | 0.04% | 0.04% | 576 | +276 | 5.5% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,191 | 354 | 0.0% | 0.0% | 577 | +410 | 8.58% | Q1 2026 | Apr 27, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 5,110 | 348 | 0.26% | 0.19% | 578 | +1,336 | 35.4% | Q1 2026 | Apr 22, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 5,033 | 343 | 0.0% | 0.0% | 579 | -4,012 | -44.36% | Q1 2026 | May 05, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 4,984 | 340 | 0.11% | 0.11% | 580 | +136 | 2.81% | Q1 2026 | May 04, 2026 |
| Warner Group LLC | History | Reduced | 4,919 | 335 | 0.22% | 0.22% | 582 | -153 | -3.02% | Q1 2026 | Apr 29, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 4,495 | 335 | 0.07% | 0.07% | 581 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 4,835 | 335 | 0.35% | 0.35% | 583 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 4,878 | 333 | 0.0% | 0.0% | 584 | +180 | 3.83% | Q1 2026 | May 11, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 4,869 | 332 | 0.04% | 0.04% | 585 | -9 | -0.18% | Q1 2026 | Apr 28, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 4,855 | 331 | 0.0% | 0.0% | 586 | -567 | -10.46% | Q1 2026 | May 01, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,850 | 331 | 0.12% | 0.13% | 587 | +57 | 1.19% | Q1 2026 | Apr 15, 2026 |
| Xcel Wealth Management, LLC | History | No change | 4,845 | 330 | 0.09% | 0.09% | 588 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,768 | 325 | 0.0% | — | 589 | +4,768 | New | Q1 2026 | May 12, 2026 |
| Formidable Asset Management, LLC | History | Added to | 4,637 | 322 | 0.05% | 0.04% | 590 | +600 | 14.86% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,628 | 321 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,566 | 311 | 0.02% | — | 592 | +4,566 | New | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,550 | 310 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clear Point Advisors Inc. | History | Added to | 4,530 | 309 | 0.24% | 0.21% | 594 | +698 | 18.22% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,469 | 305 | 0.0% | — | 596 | +4,469 | New | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,472 | 305 | 0.02% | 0.01% | 595 | +1,375 | 44.4% | Q1 2026 | May 11, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 4,459 | 304 | 0.06% | 0.07% | 597 | +7 | 0.16% | Q1 2026 | May 05, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,441 | 303 | 0.02% | 0.02% | 598 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Whelan Financial | History | No change | 4,400 | 300 | 0.09% | 0.1% | 599 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GoalVest Advisory LLC | History | Added to | 4,341 | 296 | 0.06% | 0.05% | 600 | +612 | 16.41% | Q1 2026 | Apr 13, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 4,337 | 296 | 0.03% | 0.03% | 601 | +4 | 0.09% | Q1 2026 | May 15, 2026 |
| Adelphi Trust Co | History | Reduced | 4,303 | 293 | 0.24% | 0.38% | 603 | -2,413 | -35.93% | Q1 2026 | Apr 01, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,300 | 293 | 0.0% | 0.0% | 602 | -331 | -7.15% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 4,278 | 292 | 0.0% | 0.0% | 604 | -1,896 | -30.71% | Q1 2026 | May 15, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 3,912 | 292 | 0.17% | 0.17% | 606 | +75 | 1.95% | Q1 2026 | Apr 23, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 4,285 | 292 | 0.19% | 0.18% | 605 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | New | 4,237 | 289 | 0.0% | — | 608 | +4,237 | New | Q1 2026 | May 04, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 3,939 | 289 | 0.12% | 0.15% | 607 | -786 | -16.63% | Q1 2026 | Apr 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4,218 | 288 | 0.23% | 0.2% | 609 | +515 | 13.91% | Q1 2026 | Apr 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4,128 | 286 | 0.08% | 0.08% | 610 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 4,148 | 285 | 0.06% | 0.07% | 612 | +758 | 22.36% | Q1 2026 | May 11, 2026 |
| BankPlus Trust Department | History | No change | 4,183 | 285 | 0.08% | 0.08% | 611 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 4,135 | 282 | 0.17% | 0.17% | 613 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 4,112 | 280 | 0.13% | 0.12% | 614 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | No change | 4,107 | 280 | 0.15% | 0.18% | 615 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SkyOak Wealth, LLC | History | Added to | 4,096 | 279 | 0.05% | 0.04% | 616 | +555 | 15.67% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Added to | 4,064 | 277 | 0.01% | 0.01% | 617 | +485 | 13.55% | Q1 2026 | May 14, 2026 |
| Global View Capital Management LLC | History | Reduced | 4,042 | 275 | 0.07% | 0.06% | 618 | -598 | -12.89% | Q1 2026 | May 04, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 4,003 | 273 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 3,991 | 272 | 0.25% | 0.27% | 620 | -199 | -4.75% | Q1 2026 | Apr 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 3,970 | 271 | 0.07% | — | 621 | +3,970 | New | Q1 2026 | May 06, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 3,960 | 270 | 0.0% | — | 622 | +3,960 | New | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 3,869 | 264 | 0.01% | — | 623 | +3,869 | New | Q1 2026 | Apr 29, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 3,816 | 260 | 0.05% | 0.08% | 625 | -3,538 | -48.11% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,817 | 260 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | New | 3,757 | 256 | 0.06% | — | 626 | +3,757 | New | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,725 | 254 | 0.0% | 0.0% | 628 | -73 | -1.92% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 3,665 | 254 | 0.02% | 0.02% | 627 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 3,700 | 252 | 0.1% | 0.11% | 630 | -255 | -6.45% | Q1 2026 | Apr 27, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 3,703 | 252 | 0.03% | 0.03% | 631 | -101 | -2.66% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,700 | 252 | 0.04% | 0.04% | 629 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sensible Money, LLC | History | No change | 3,665 | 250 | 0.08% | 0.08% | 632 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 3,606 | 246 | 0.01% | — | 633 | +3,606 | New | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | New | 3,598 | 245 | 0.0% | — | 634 | +3,598 | New | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 3,575 | 244 | 0.03% | 0.03% | 635 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 3,574 | 244 | 0.09% | 0.09% | 636 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,556 | 242 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trexquant Investment LP | History | Reduced | 3,533 | 241 | 0.0% | 0.0% | 638 | -607 | -14.66% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Added to | 3,532 | 241 | 0.03% | 0.04% | 639 | +9 | 0.26% | Q1 2026 | Apr 22, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 3,498 | 238 | 0.09% | 0.11% | 641 | -272 | -7.21% | Q1 2026 | Apr 08, 2026 |
| Dash Acquisitions Inc. | History | No change | 3,199 | 238 | 0.05% | 0.05% | 640 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SEEDS INVESTOR LLC | History | New | 3,231 | 237 | 0.03% | — | 643 | +3,231 | New | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 3,478 | 237 | 0.0% | 0.0% | 642 | +2,996 | 621.58% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 3,402 | 232 | 0.0% | 0.0% | 644 | -1,118 | -24.73% | Q1 2026 | May 05, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 3,099 | 224 | 0.02% | 0.02% | 645 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,231 | 220 | 0.0% | 0.0% | 646 | -1,324 | -29.07% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | Added to | 3,223 | 220 | 0.02% | 0.02% | 647 | +8 | 0.25% | Q1 2026 | May 19, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 2,939 | 218 | 0.08% | 0.13% | 648 | -1,673 | -36.27% | Q1 2026 | May 08, 2026 |
| Basepoint Wealth LLC | History | Added to | 3,187 | 217 | 0.12% | 0.13% | 650 | +136 | 4.46% | Q1 2026 | May 07, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 3,182 | 217 | 0.05% | 0.05% | 649 | +1 | 0.03% | Q1 2026 | May 21, 2026 |
| Tempo Wealth, LLC | History | New | 3,172 | 216 | 0.04% | — | 651 | +3,172 | New | Q1 2026 | May 14, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 3,151 | 215 | 0.02% | 0.03% | 652 | -609 | -16.2% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,116 | 213 | 0.0% | 0.0% | 653 | +2,958 | 1872.15% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,098 | 211 | 0.0% | 0.0% | 654 | +1,826 | 143.55% | Q1 2026 | May 13, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Reduced | 3,088 | 210 | 0.03% | 0.03% | 655 | -669 | -17.81% | Q1 2026 | Apr 22, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 3,082 | 210 | 0.08% | 0.08% | 656 | -71 | -2.25% | Q1 2026 | Apr 22, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | New | 3,058 | 208 | 0.09% | — | 657 | +3,058 | New | Q1 2026 | Apr 29, 2026 |
| NICOLET BANKSHARES INC | History | New | 3,009 | 207 | 0.01% | — | 658 | +3,009 | New | Q1 2026 | May 14, 2026 |
| Core Wealth Partners LLC | History | New | 3,030 | 206 | 0.1% | — | 659 | +3,030 | New | Q1 2026 | May 08, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 2,927 | 203 | 0.07% | 0.07% | 660 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 2,963 | 202 | 0.04% | 0.04% | 661 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VIAWEALTH, LLC | History | Added to | 2,946 | 201 | 0.11% | 0.11% | 662 | +8 | 0.27% | Q1 2026 | May 11, 2026 |
| M.E. ALLISON & CO., INC. | History | New | 2,865 | 200 | 0.13% | — | 663 | +2,865 | New | Q1 2026 | Apr 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,501 | 170 | 0.01% | 0.01% | 664 | +7 | 0.28% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,391 | 163 | 0.0% | 0.0% | 666 | +470 | 24.47% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 2,383 | 163 | 0.01% | 0.01% | 665 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,364 | 162 | 0.01% | 0.01% | 667 | -80 | -3.27% | Q1 2026 | Apr 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 2,324 | 158 | 0.02% | 0.02% | 668 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | Added to | 2,291 | 156 | 0.03% | 0.01% | 669 | +905 | 65.3% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,295 | 156 | 0.0% | 0.0% | 671 | -574 | -20.01% | Q1 2026 | May 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,286 | 156 | 0.04% | 0.04% | 670 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Park Place Capital Corp | History | New | 2,190 | 149 | 0.03% | — | 672 | +2,190 | New | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,135 | 145 | 0.0% | 0.01% | 674 | -161 | -7.01% | Q1 2026 | Apr 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,130 | 145 | 0.02% | 0.02% | 673 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BAYBAN | History | No change | 2,000 | 136 | 0.12% | 0.12% | 675 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,600 | 109 | 0.01% | 0.01% | 676 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Archer Investment Corp | History | Added to | 1,479 | 101 | 0.02% | 0.01% | 677 | +926 | 167.45% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | No change | 1,457 | 99 | 0.02% | 0.02% | 678 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,435 | 97 | 0.03% | 0.04% | 679 | +4 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Torren Management, LLC | History | New | 1,352 | 92 | 0.05% | — | 680 | +1,352 | New | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | No change | 1,294 | 88 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,257 | 85 | 0.0% | 0.0% | 682 | -1 | -0.08% | Q1 2026 | Apr 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,237 | 84 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | No change | 1,244 | 84 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 1,150 | 79 | 0.0% | 0.0% | 685 | +2 | 0.17% | Q1 2026 | Apr 06, 2026 |
| Nemes Rush Group LLC | History | New | 1,100 | 75 | 0.01% | — | 687 | +1,100 | New | Q1 2026 | Apr 21, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 1,083 | 75 | 0.04% | 0.04% | 686 | +7 | 0.65% | Q1 2026 | Apr 08, 2026 |
| MATHER GROUP, LLC. | History | New | 1,065 | 72 | 0.0% | — | 688 | +1,065 | New | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,047 | 71 | 0.0% | — | 689 | +1,047 | New | Q1 2026 | Apr 29, 2026 |
| MCF Advisors LLC | History | No change | 1,037 | 70 | 0.0% | 0.0% | 690 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,002 | 68 | 0.0% | — | 691 | +1,002 | New | Q1 2026 | May 08, 2026 |
| City State Bank | History | No change | 950 | 64 | 0.02% | 0.02% | 692 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wiser Advisor Group LLC | History | Added to | 923 | 63 | 0.08% | 0.07% | 693 | +3 | 0.33% | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 895 | 61 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 916 | 60 | 0.0% | — | 696 | +916 | New | Q1 2026 | May 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 885 | 60 | 0.0% | 0.0% | 695 | +233 | 35.74% | Q1 2026 | May 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 854 | 58 | 0.03% | 0.03% | 697 | +139 | 19.44% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 822 | 56 | 0.01% | 0.01% | 698 | +98 | 13.54% | Q1 2026 | May 01, 2026 |
| Walsh & Associates, LLC | History | No change | 807 | 55 | 0.05% | 0.06% | 699 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| POM Investment Strategies, LLC | History | New | 765 | 52 | 0.06% | — | 700 | +765 | New | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | Reduced | 754 | 51 | 0.0% | 0.02% | 701 | -2,267 | -75.04% | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | New | 725 | 49 | 0.0% | — | 702 | +725 | New | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 717 | 48 | 0.03% | 0.06% | 703 | -966 | -57.4% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | New | 697 | 47 | 0.01% | — | 704 | +697 | New | Q1 2026 | Apr 02, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 674 | 46 | 0.01% | 0.01% | 705 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 657 | 44 | 0.04% | 0.04% | 706 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 617 | 42 | 0.02% | — | 708 | +617 | New | Q1 2026 | May 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 628 | 42 | 0.04% | 0.04% | 707 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Collier Financial | History | Added to | 606 | 41 | 0.03% | 0.03% | 709 | +2 | 0.33% | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | Added to | 602 | 41 | 0.01% | 0.01% | 710 | +2 | 0.33% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | No change | 600 | 40 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 573 | 39 | 0.01% | 0.01% | 713 | +2 | 0.35% | Q1 2026 | Apr 10, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 567 | 39 | 0.03% | 0.03% | 712 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 528 | 36 | 0.01% | 0.02% | 714 | -141 | -21.08% | Q1 2026 | Apr 28, 2026 |
| Anchor Investment Management, LLC | History | New | 500 | 34 | 0.0% | — | 715 | +500 | New | Q1 2026 | May 01, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 499 | 34 | 0.03% | — | 716 | +499 | New | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 476 | 32 | 0.02% | 0.03% | 717 | -178 | -27.22% | Q1 2026 | May 07, 2026 |
| KM Capital Management Ltd. | History | New | 419 | 30 | 0.02% | — | 718 | +419 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | New | 424 | 29 | 0.0% | — | 720 | +424 | New | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 425 | 29 | 0.0% | 0.0% | 719 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 412 | 28 | 0.01% | — | 722 | +412 | New | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 418 | 28 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 402 | 27 | 0.02% | — | 723 | +402 | New | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 382 | 26 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Anfield Capital Management, LLC | History | No change | 375 | 25 | 0.01% | 0.01% | 725 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Perspectives, Inc | History | No change | 375 | 25 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EPG Wealth Management LLC | History | Added to | 336 | 22 | 0.01% | 0.01% | 727 | +29 | 9.45% | Q1 2026 | May 07, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 300 | 20 | 0.01% | 0.01% | 728 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 300 | 20 | 0.01% | 0.01% | 729 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 281 | 19 | 0.0% | 0.0% | 730 | +2 | 0.72% | Q1 2026 | Apr 27, 2026 |
| Bare Financial Services, Inc | History | No change | 279 | 19 | 0.01% | 0.01% | 731 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | No change | 260 | 17 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gen-Wealth Partners Inc | History | New | 244 | 16 | 0.01% | — | 735 | +244 | New | Q1 2026 | May 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 240 | 16 | 0.0% | 0.0% | 733 | +156 | 185.71% | Q1 2026 | Apr 09, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 240 | 16 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PITTENGER & ANDERSON INC | History | New | 231 | 15 | 0.0% | — | 737 | +231 | New | Q1 2026 | May 01, 2026 |
| Versant Capital Management, Inc | History | No change | 233 | 15 | 0.0% | 0.0% | 736 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Biltmore Family Office, LLC | History | No change | 199 | 13 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | No change | 192 | 13 | 0.01% | 0.01% | 739 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 189 | 12 | 0.0% | — | 743 | +189 | New | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | New | 175 | 12 | 0.0% | — | 742 | +175 | New | Q1 2026 | Apr 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 176 | 12 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 182 | 12 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 150 | 10 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Key Capital Management, INC | History | New | 144 | 9 | 0.01% | — | 747 | +144 | New | Q1 2026 | May 07, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 134 | 9 | 0.01% | 0.01% | 745 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 142 | 9 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 121 | 8 | 0.0% | 0.0% | 748 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | No change | 120 | 8 | 0.0% | 0.0% | 749 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 106 | 7 | 0.0% | 0.0% | 750 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 107 | 7 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 99 | 6 | 0.0% | 0.0% | 752 | +1 | 1.02% | Q1 2026 | May 11, 2026 |
| Morse Asset Management, Inc | History | No change | 100 | 6 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 94 | 6 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 84 | 5 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 756 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 32 | 2 | 0.0% | 0.0% | 758 | -142 | -81.61% | Q1 2026 | Apr 17, 2026 |
| Evergreen Advisors, LLC | History | New | 42 | 2 | 0.0% | — | 764 | +42 | New | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 36 | 2 | 0.0% | 0.0% | 760 | -23 | -38.98% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 37 | 2 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | No change | 42 | 2 | 0.0% | 0.0% | 761 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bernard Wealth Management Corp. | History | No change | 42 | 2 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advocate Investing Services LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 25 | 1 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.02% | — | -554,949 | -100.0% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.14% | — | -245,700 | -100.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -196,626 | -100.0% | Q1 2026 | May 12, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -120,456 | -100.0% | Q1 2026 | May 15, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 4.16% | — | -103,273 | -100.0% | Q1 2026 | May 05, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -91,115 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 1.11% | — | -55,761 | -100.0% | Q1 2026 | May 01, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -37,377 | -100.0% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -30,452 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -30,198 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 1.39% | — | -24,326 | -100.0% | Q1 2026 | May 20, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -19,073 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,711 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -13,805 | -100.0% | Q1 2026 | May 14, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -12,174 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -11,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Second Half Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -10,787 | -100.0% | Q1 2026 | May 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,268 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,918 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Closed out | 0 | 0 | — | 0.01% | — | -4,400 | -100.0% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -4,267 | -100.0% | Q1 2026 | May 12, 2026 |
| Klingman & Associates, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,849 | -100.0% | Q1 2026 | May 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,673 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Headland Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,274 | -100.0% | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -3,250 | -100.0% | Q1 2026 | May 14, 2026 |
| Prospect Financial Services LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,171 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Faithward Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,072 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -3,065 | -100.0% | Q1 2026 | May 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -3,050 | -100.0% | Q1 2026 | May 14, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,973 | -100.0% | Q1 2026 | May 11, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,945 | -100.0% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,362 | -100.0% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -668 | -100.0% | Q1 2026 | May 14, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -587 | -100.0% | Q1 2026 | Apr 24, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Closed out | 0 | 0 | — | 0.09% | — | -581 | -100.0% | Q1 2026 | May 15, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -530 | -100.0% | Q1 2026 | May 07, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -522 | -100.0% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 30, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -370 | -99.73% | Q1 2026 | May 15, 2026 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -225 | -100.0% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | Apr 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Davis Capital Management | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |