SCHWAB STRATEGIC TRUST - SCHH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 59,885,676 | 1,286,943 | 2.61% | 2.38% | 1 | -154,757 | -0.26% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 33,676,678 | 723,723 | 0.88% | 0.8% | 2 | +925,218 | 2.82% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 25,136,358 | 540,180 | 0.03% | 0.03% | 3 | +804,959 | 3.31% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 20,357,903 | 437,491 | 0.3% | 0.32% | 4 | -747,217 | -3.54% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 12,023,737 | 258,390 | 0.21% | 0.34% | 5 | +342,300 | 2.93% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,044,733 | 237,351 | 0.06% | 0.01% | 6 | +9,880,408 | 848.6% | Q1 2026 | May 04, 2026 |
| DUMAC, INC. | History | Added to | 7,929,093 | 170,396 | 20.77% | 25.18% | 7 | +82,351 | 1.05% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,570,352 | 162,686 | 0.1% | 0.1% | 8 | -75,778 | -0.99% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 2,659,675 | 57,156 | 0.08% | 0.08% | 9 | +3,870 | 0.15% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,100,294 | 45,132 | 0.45% | 0.42% | 10 | +288,850 | 15.95% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,027,148 | 43,563 | 0.01% | 0.01% | 11 | +30,328 | 1.52% | Q1 2026 | May 15, 2026 |
| MASON STREET ADVISORS, LLC | History | Reduced | 1,646,125 | 35,375 | 3.46% | 3.52% | 12 | -66,960 | -3.91% | Q1 2026 | May 06, 2026 |
| Charles Schwab Trust Co | History | Added to | 1,499,321 | 32,220 | 2.09% | 1.87% | 13 | +138,967 | 10.22% | Q1 2026 | Apr 10, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 1,218,575 | 26,187 | 2.67% | 3.16% | 14 | -257,797 | -17.46% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Reduced | 1,172,980 | 25,207 | 0.0% | 0.0% | 15 | -137,444 | -10.49% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,064,539 | 22,876 | 0.17% | 0.17% | 16 | +4,885 | 0.46% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | No change | 1,046,422 | 22,487 | 0.08% | 0.07% | 17 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elm Partners Management LLC | History | Added to | 1,010,445 | 21,391 | 0.93% | 0.59% | 18 | +383,133 | 61.08% | Q1 2026 | May 13, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 990,058 | 21,276 | 1.1% | 1.08% | 19 | +24,363 | 2.52% | Q1 2026 | Apr 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 927,321 | 19,928 | 0.3% | 0.27% | 20 | +58,333 | 6.71% | Q1 2026 | May 01, 2026 |
| Pioneer Wealth Management Group | History | Added to | 815,731 | 17,530 | 4.92% | 4.5% | 21 | +106,072 | 14.95% | Q1 2026 | Apr 08, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 806,322 | 17,327 | 10.48% | 9.66% | 22 | +54,732 | 7.28% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 795,744 | 17,101 | 0.03% | 0.03% | 23 | +26,534 | 3.45% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 746,140 | 16,034 | 0.12% | 0.0% | 24 | +718,499 | 2599.4% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 709,478 | 15,246 | 0.21% | 0.13% | 25 | +218,099 | 44.39% | Q1 2026 | Apr 30, 2026 |
| Morningstar Investment Management LLC | History | Added to | 705,180 | 15,154 | 0.94% | 0.7% | 26 | +139,699 | 24.7% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 680,970 | 14,634 | 0.21% | 0.21% | 27 | +42,195 | 6.61% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 663,187 | 14,251 | 0.0% | 0.0% | 28 | +462,900 | 231.12% | Q1 2026 | May 12, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 641,124 | 13,393 | 4.03% | 4.03% | 29 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 609,930 | 13,107 | 0.07% | 0.09% | 30 | +6,738 | 1.12% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 561,307 | 12,062 | 1.0% | 0.96% | 31 | +37,398 | 7.14% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 516,526 | 11,921 | 0.38% | 0.37% | 32 | +8,948 | 1.76% | Q1 2026 | Apr 17, 2026 |
| Courage Miller Partners, LLC | History | Added to | 522,062 | 11,219 | 3.17% | 3.28% | 33 | +190 | 0.04% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 516,843 | 11,106 | 0.01% | 0.01% | 34 | -285,904 | -35.62% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 489,474 | 10,518 | 0.0% | 0.0% | 35 | -48,926 | -9.09% | Q1 2026 | May 05, 2026 |
| Firestone Capital Management | History | Added to | 476,701 | 10,244 | 2.13% | 1.97% | 36 | +31,617 | 7.1% | Q1 2026 | May 08, 2026 |
| Waterford Advisors, LLC | History | New | 402,510 | 9,322 | 2.96% | — | 37 | +402,510 | New | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 399,423 | 9,034 | 0.81% | 0.85% | 38 | -27,187 | -6.37% | Q1 2026 | Apr 29, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 406,889 | 8,744 | 3.04% | 2.96% | 39 | +4,295 | 1.07% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 418,055 | 8,733 | 0.17% | 0.17% | 40 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 400,565 | 8,607 | 0.01% | 0.01% | 41 | -11,083 | -2.69% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 397,966 | 8,552 | 0.02% | 0.02% | 42 | +58,637 | 17.28% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Added to | 397,445 | 8,541 | 0.24% | 0.24% | 43 | +23,744 | 6.35% | Q1 2026 | Apr 09, 2026 |
| MORGAN STANLEY | History | Reduced | 391,700 | 8,417 | 0.0% | 0.0% | 44 | -8,976 | -2.24% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 380,550 | 8,030 | 0.0% | 0.0% | 45 | +58,999 | 18.35% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 367,849 | 7,905 | 0.0% | 0.0% | 46 | +20,103 | 5.78% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 359,962 | 7,735 | 0.01% | 0.01% | 47 | -5,001 | -1.37% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 358,572 | 7,705 | 0.01% | 0.01% | 48 | +17,636 | 5.17% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 356,186 | 7,654 | 0.0% | 0.0% | 49 | -52,882 | -12.93% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 354,640 | 7,621 | 0.01% | 0.01% | 50 | +704 | 0.2% | Q1 2026 | May 14, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 354,241 | 7,612 | 2.1% | 2.02% | 51 | +7,504 | 2.16% | Q1 2026 | Apr 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 345,641 | 7,427 | 0.75% | 0.72% | 52 | -4,467 | -1.28% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 332,682 | 7,149 | 0.01% | 0.01% | 53 | -105 | -0.03% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 319,173 | 6,859 | 0.01% | 0.01% | 54 | +41,796 | 15.07% | Q1 2026 | May 15, 2026 |
| Passive Capital Management, LLC. | History | Added to | 311,865 | 6,701 | 2.0% | 1.96% | 55 | +12,024 | 4.01% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 297,738 | 6,398 | 0.0% | 0.0% | 56 | -112,408 | -27.41% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 294,005 | 6,318 | 0.0% | 0.0% | 57 | +12,616 | 4.48% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 285,716 | 6,140 | 0.16% | 0.05% | 58 | +179,689 | 169.47% | Q1 2026 | May 15, 2026 |
| White & Co Financial Planning Inc | History | Added to | 279,230 | 6,000 | 4.22% | 3.94% | 59 | +26,759 | 10.6% | Q1 2026 | May 06, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 278,580 | 5,986 | 3.53% | 3.28% | 60 | +20,524 | 7.95% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 264,821 | 5,691 | 0.19% | 0.17% | 61 | +30,506 | 13.02% | Q1 2026 | Apr 07, 2026 |
| WealthCollab, LLC | History | Added to | 261,708 | 5,624 | 2.32% | 2.22% | 62 | +1,370 | 0.53% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 253,118 | 5,439 | 0.15% | 0.16% | 63 | +1,752 | 0.7% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 249,408 | 5,359 | 0.0% | 0.0% | 64 | -69,148 | -21.71% | Q1 2026 | May 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 248,316 | 5,336 | 0.95% | 0.94% | 65 | +5,967 | 2.46% | Q1 2026 | Apr 22, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 231,864 | 4,982 | 1.07% | 0.97% | 66 | +20,101 | 9.49% | Q1 2026 | Apr 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 231,107 | 4,966 | 1.78% | 1.65% | 67 | +8,470 | 3.8% | Q1 2026 | Apr 14, 2026 |
| Williams Financial, LLC | History | Reduced | 229,928 | 4,941 | 2.88% | 2.79% | 68 | -1,024 | -0.44% | Q1 2026 | Apr 24, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 229,197 | 4,925 | 0.34% | 0.31% | 69 | +5,572 | 2.49% | Q1 2026 | Apr 28, 2026 |
| Stanich Group LLC | History | Added to | 227,071 | 4,879 | 3.72% | 3.31% | 70 | +16,653 | 7.91% | Q1 2026 | Apr 15, 2026 |
| Frisco Financial Planning LLC | History | Added to | 221,690 | 4,764 | 3.93% | 3.73% | 71 | +8,045 | 3.77% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 221,134 | 4,752 | 0.07% | 0.07% | 72 | +13,978 | 6.75% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 214,979 | 4,710 | 0.01% | 0.01% | 73 | -90,798 | -29.69% | Q1 2026 | Apr 08, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 218,046 | 4,685 | 3.01% | 2.98% | 74 | +1,571 | 0.73% | Q1 2026 | May 04, 2026 |
| Fiduciary Alliance LLC | History | Added to | 202,261 | 4,627 | 0.28% | 0.26% | 75 | +8,770 | 4.53% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 207,839 | 4,466 | 0.01% | 0.01% | 76 | -7,240 | -3.37% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 206,643 | 4,440 | 0.32% | 0.31% | 77 | +13,046 | 6.74% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 206,034 | 4,427 | 0.0% | 0.0% | 78 | +18,089 | 9.62% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 190,278 | 4,089 | 0.0% | 0.01% | 79 | -134,486 | -41.41% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 185,356 | 3,983 | 0.01% | 0.01% | 80 | -1,355 | -0.73% | Q1 2026 | May 06, 2026 |
| Omega Financial Group, LLC | History | Reduced | 180,169 | 3,871 | 1.26% | 1.33% | 81 | -12,939 | -6.7% | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 170,327 | 3,660 | 0.39% | 0.41% | 82 | -2,489 | -1.44% | Q1 2026 | Apr 14, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 155,704 | 3,655 | 0.96% | 0.89% | 83 | +10,238 | 7.04% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 168,788 | 3,627 | 0.07% | 0.06% | 84 | +19,033 | 12.71% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 167,737 | 3,604 | 0.03% | 0.01% | 85 | +70,132 | 71.85% | Q1 2026 | May 13, 2026 |
| SWS Partners | History | Reduced | 165,200 | 3,550 | 0.88% | 0.85% | 86 | -2,432 | -1.45% | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 162,140 | 3,484 | 0.06% | 0.06% | 87 | -4,346 | -2.61% | Q1 2026 | May 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 160,588 | 3,451 | 0.01% | — | 88 | +160,588 | New | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 155,955 | 3,351 | 0.7% | 0.69% | 89 | +1,152 | 0.74% | Q1 2026 | May 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 150,569 | 3,235 | 1.27% | 1.3% | 90 | -1,694 | -1.11% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 150,274 | 3,229 | 0.03% | 0.04% | 91 | +23 | 0.02% | Q1 2026 | May 06, 2026 |
| Flatrock Wealth Partners LLC | History | New | 148,526 | 3,191 | 1.44% | — | 92 | +148,526 | New | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 144,067 | 3,096 | 0.0% | 0.0% | 93 | -4,589 | -3.09% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 147,022 | 3,071 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 125,904 | 2,706 | 0.79% | 0.66% | 95 | +10,746 | 9.33% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 124,084 | 2,666 | 0.05% | 0.03% | 96 | +58,129 | 88.13% | Q1 2026 | Apr 14, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 123,193 | 2,647 | 1.77% | 1.76% | 97 | -1,093 | -0.88% | Q1 2026 | Apr 29, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 122,317 | 2,628 | 1.11% | 1.14% | 98 | -6,951 | -5.38% | Q1 2026 | Apr 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 121,439 | 2,609 | 0.81% | 0.72% | 99 | +7,165 | 6.27% | Q1 2026 | May 08, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 108,984 | 2,566 | 0.96% | 0.84% | 100 | +11,697 | 12.02% | Q1 2026 | May 12, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 118,780 | 2,552 | 0.66% | 0.82% | 101 | -21,422 | -15.28% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | New | 118,383 | 2,544 | 0.0% | — | 102 | +118,383 | New | Q1 2026 | May 14, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 115,596 | 2,484 | 0.67% | 0.76% | 103 | +20,956 | 22.14% | Q1 2026 | Apr 29, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 114,508 | 2,460 | 0.32% | 2.83% | 104 | -912,465 | -88.85% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 113,537 | 2,439 | 0.0% | — | 105 | +113,537 | New | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 112,814 | 2,424 | 0.01% | — | 106 | +112,814 | New | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 112,382 | 2,415 | 0.0% | 0.0% | 107 | -92,281 | -45.09% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Added to | 111,181 | 2,389 | 0.33% | 0.3% | 108 | +6,300 | 6.01% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 109,682 | 2,357 | 0.06% | 0.07% | 109 | -6,734 | -5.78% | Q1 2026 | May 07, 2026 |
| Madden Advisory Services, Inc. | History | No change | 108,467 | 2,330 | 0.92% | 0.91% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brio Consultants, LLC | History | Reduced | 99,728 | 2,324 | 0.28% | 0.28% | 111 | -4,151 | -4.0% | Q1 2026 | May 06, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 106,108 | 2,280 | 0.19% | 0.17% | 112 | +568 | 0.54% | Q1 2026 | May 07, 2026 |
| Midwest Trust Co | History | No change | 105,910 | 2,276 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 104,478 | 2,245 | 0.0% | 0.0% | 114 | -17,707 | -14.49% | Q1 2026 | May 15, 2026 |
| SACHEM HILL LLC | History | Reduced | 104,160 | 2,238 | 0.43% | 0.42% | 115 | -231 | -0.22% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 104,000 | 2,234 | 0.04% | 0.04% | 116 | -964 | -0.92% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Added to | 103,908 | 2,232 | 0.24% | 0.21% | 117 | +6,366 | 6.53% | Q1 2026 | May 05, 2026 |
| Ramiah Investment Group | History | Added to | 103,511 | 2,224 | 2.24% | 1.95% | 118 | +8,021 | 8.4% | Q1 2026 | Apr 21, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 101,221 | 2,175 | 0.14% | 0.17% | 119 | -27,785 | -21.54% | Q1 2026 | May 14, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 101,126 | 2,173 | 0.26% | 0.25% | 120 | +6,920 | 7.35% | Q1 2026 | Apr 24, 2026 |
| FC Advisory LLC | History | Added to | 101,088 | 2,172 | 0.63% | 0.56% | 121 | +7,916 | 8.5% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 99,058 | 2,128 | 0.01% | 0.01% | 122 | -16,951 | -14.61% | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | Added to | 98,736 | 2,121 | 1.44% | 1.37% | 123 | +3,396 | 3.56% | Q1 2026 | Apr 16, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 97,373 | 2,092 | 0.98% | 0.95% | 124 | -709 | -0.72% | Q1 2026 | Apr 09, 2026 |
| AWM CAPITAL, LLC | History | Added to | 96,777 | 2,079 | 0.19% | 0.18% | 125 | +345 | 0.36% | Q1 2026 | May 12, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 96,662 | 2,077 | 0.81% | 0.78% | 126 | +4,424 | 4.8% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 95,622 | 2,054 | 0.03% | 0.03% | 127 | +1,328 | 1.41% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 95,179 | 2,045 | 0.03% | 0.02% | 128 | +46,125 | 94.03% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 94,696 | 2,035 | 0.03% | 0.04% | 129 | -5,267 | -5.27% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 91,529 | 1,975 | 0.02% | 0.01% | 130 | +51,356 | 127.84% | Q1 2026 | Apr 07, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 91,531 | 1,967 | 0.22% | 0.21% | 131 | +3,270 | 3.7% | Q1 2026 | Apr 13, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 91,239 | 1,960 | 0.29% | 0.32% | 132 | +7,442 | 8.88% | Q1 2026 | May 04, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 91,104 | 1,957 | 0.33% | 0.36% | 133 | -8,812 | -8.82% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 89,355 | 1,920 | 0.04% | 0.05% | 134 | +780 | 0.88% | Q1 2026 | May 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 87,331 | 1,876 | 0.12% | 0.12% | 135 | -4,260 | -4.65% | Q1 2026 | Apr 14, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 87,049 | 1,870 | 0.19% | 0.19% | 136 | -598 | -0.68% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 86,849 | 1,866 | 0.01% | 0.01% | 137 | +15,240 | 21.28% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 85,232 | 1,831 | 0.18% | 0.16% | 138 | +12,504 | 17.19% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 82,870 | 1,780 | 0.59% | 0.53% | 139 | +885 | 1.08% | Q1 2026 | May 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 80,018 | 1,719 | 0.25% | 0.32% | 140 | -3,050 | -3.67% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 77,484 | 1,665 | 0.0% | 0.0% | 141 | +34,743 | 81.29% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 76,725 | 1,648 | 0.08% | 0.07% | 142 | +6,957 | 9.97% | Q1 2026 | Apr 28, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 76,413 | 1,642 | 1.03% | 1.0% | 143 | -775 | -1.0% | Q1 2026 | Apr 15, 2026 |
| Carter Financial Group, INC. | History | Reduced | 74,863 | 1,608 | 0.99% | 1.0% | 144 | -6,150 | -7.59% | Q1 2026 | Apr 27, 2026 |
| Point72 Asset Management, L.P. | History | New | 72,967 | 1,568 | 0.0% | — | 145 | +72,967 | New | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 72,282 | 1,553 | 0.18% | 0.2% | 146 | -8,345 | -10.35% | Q1 2026 | Apr 17, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 70,351 | 1,511 | 0.35% | 0.34% | 147 | -702 | -0.99% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Reduced | 69,954 | 1,503 | 0.01% | 0.01% | 148 | -12,693 | -15.36% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 68,725 | 1,476 | 0.08% | 0.06% | 149 | +14,710 | 27.23% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 69,332 | 1,467 | 0.0% | 0.0% | 150 | -1,121 | -1.59% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 67,496 | 1,451 | 0.0% | 0.0% | 151 | -31,350 | -31.72% | Q1 2026 | May 15, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 65,979 | 1,417 | 0.08% | 0.08% | 152 | -10,780 | -14.04% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 64,008 | 1,375 | 0.02% | 0.02% | 154 | -3,223 | -4.79% | Q1 2026 | May 12, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 63,978 | 1,375 | 0.05% | 0.04% | 153 | -2,162 | -3.27% | Q1 2026 | May 11, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 63,401 | 1,362 | 0.22% | — | 155 | +63,401 | New | Q1 2026 | Apr 09, 2026 |
| Breakwater Investment Management | History | Added to | 61,899 | 1,330 | 0.49% | 0.45% | 156 | +1,963 | 3.28% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 61,676 | 1,325 | 0.02% | 0.02% | 157 | -1,381 | -2.19% | Q1 2026 | May 01, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 60,867 | 1,308 | 0.14% | 0.13% | 158 | -431 | -0.7% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Added to | 60,084 | 1,291 | 0.06% | 0.05% | 159 | +8,817 | 17.2% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,071 | 1,290 | 0.0% | 0.0% | 160 | +2,000 | 3.44% | Q1 2026 | Apr 27, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 60,006 | 1,289 | 0.0% | 0.01% | 161 | -28,931 | -32.53% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 58,227 | 1,216 | 0.77% | 0.77% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFG Advisors, LLC | History | Reduced | 56,302 | 1,209 | 0.2% | 0.2% | 163 | -791 | -1.39% | Q1 2026 | Apr 09, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 55,759 | 1,198 | 0.79% | 0.62% | 164 | +12,380 | 28.54% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 55,671 | 1,196 | 0.0% | 0.0% | 165 | +312 | 0.56% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 55,436 | 1,191 | 0.0% | 0.0% | 166 | -165,557 | -74.92% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 55,173 | 1,185 | 0.16% | 0.16% | 167 | -2,652 | -4.59% | Q1 2026 | Apr 09, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 53,741 | 1,154 | 2.08% | 1.67% | 168 | +8,344 | 18.38% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 52,958 | 1,138 | 0.0% | 0.0% | 169 | +1,368 | 2.65% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 52,805 | 1,134 | 0.03% | 0.03% | 170 | -2,422 | -4.39% | Q1 2026 | May 15, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 52,700 | 1,132 | 0.46% | 0.53% | 171 | -6,350 | -10.75% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 52,614 | 1,130 | 0.02% | 0.02% | 172 | +3,494 | 7.11% | Q1 2026 | Apr 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 51,949 | 1,116 | 0.03% | 0.03% | 173 | +65 | 0.13% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 50,057 | 1,075 | 0.04% | — | 174 | +50,057 | New | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 50,016 | 1,074 | 0.12% | — | 176 | +50,016 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 50,014 | 1,074 | 0.0% | 0.0% | 175 | -3,681 | -6.86% | Q1 2026 | May 04, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 49,132 | 1,055 | 0.2% | 0.2% | 177 | -200 | -0.41% | Q1 2026 | Apr 15, 2026 |
| Peloton Wealth Strategists | History | New | 49,028 | 1,054 | 0.43% | — | 178 | +49,028 | New | Q1 2026 | May 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 48,420 | 1,040 | 0.18% | 0.08% | 179 | +25,869 | 114.71% | Q1 2026 | May 01, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 48,302 | 1,038 | 0.47% | 0.44% | 180 | +1,709 | 3.67% | Q1 2026 | Apr 22, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 47,062 | 1,011 | 0.09% | 0.1% | 181 | -3,600 | -7.11% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 44,243 | 1,010 | 0.02% | 0.02% | 182 | -2,193 | -4.72% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 45,070 | 968 | 0.0% | 0.0% | 183 | -3,864 | -7.9% | Q1 2026 | Apr 24, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 44,533 | 957 | 0.03% | 0.03% | 184 | -104 | -0.23% | Q1 2026 | Apr 14, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 43,831 | 941 | 0.83% | 0.82% | 186 | +66 | 0.15% | Q1 2026 | Apr 10, 2026 |
| North Forty Two & Co. | History | No change | 43,824 | 941 | 0.87% | 0.86% | 185 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 42,840 | 918 | 0.0% | 0.0% | 187 | +21,420 | 100.0% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 42,693 | 917 | 0.0% | 0.0% | 188 | +24,288 | 131.96% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 41,376 | 889 | 0.07% | 0.06% | 189 | +1,610 | 4.05% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Added to | 40,709 | 874 | 0.03% | 0.02% | 190 | +5,388 | 15.25% | Q1 2026 | Apr 13, 2026 |
| Private Advisory Group LLC | History | New | 40,180 | 863 | 0.06% | — | 191 | +40,180 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 40,153 | 862 | 0.0% | 0.0% | 192 | +3,707 | 10.17% | Q1 2026 | May 05, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 40,044 | 860 | 0.03% | 0.03% | 193 | +3,730 | 10.27% | Q1 2026 | May 08, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 39,881 | 857 | 0.22% | 0.22% | 194 | -1,896 | -4.54% | Q1 2026 | Apr 15, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 39,545 | 849 | 0.22% | 0.2% | 195 | +4,366 | 12.41% | Q1 2026 | May 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 39,308 | 844 | 0.62% | 0.6% | 196 | -443 | -1.11% | Q1 2026 | Apr 17, 2026 |
| LCW Services, LLC | History | Added to | 39,121 | 840 | 0.42% | 0.15% | 197 | +25,990 | 197.93% | Q1 2026 | Apr 27, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 36,762 | 790 | 0.39% | — | 198 | +36,762 | New | Q1 2026 | Apr 09, 2026 |
| WT Wealth Management | History | Added to | 36,681 | 788 | 0.23% | 0.21% | 200 | +1,585 | 4.52% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 36,686 | 788 | 0.0% | 0.0% | 199 | -608 | -1.63% | Q1 2026 | May 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 36,228 | 778 | 0.2% | 0.28% | 201 | -15,435 | -29.88% | Q1 2026 | Apr 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 35,942 | 772 | 0.02% | 0.01% | 202 | +3,024 | 9.19% | Q1 2026 | May 15, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 35,888 | 771 | 0.69% | 0.58% | 204 | +4,596 | 14.69% | Q1 2026 | Apr 29, 2026 |
| RCW Management, LLC | History | No change | 35,897 | 771 | 0.79% | 0.76% | 203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 35,831 | 770 | 0.02% | 0.03% | 205 | -3,610 | -9.15% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 35,437 | 761 | 0.08% | 0.08% | 206 | +541 | 1.55% | Q1 2026 | May 01, 2026 |
| Liberty Capital Management, Inc. | History | No change | 34,703 | 724 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 33,380 | 717 | 0.09% | 0.09% | 208 | -1,265 | -3.65% | Q1 2026 | Apr 16, 2026 |
| Banque Cantonale Vaudoise | History | New | 33,156 | 713 | 0.03% | — | 209 | +33,156 | New | Q1 2026 | Apr 20, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 33,161 | 712 | 0.31% | 0.3% | 210 | -757 | -2.23% | Q1 2026 | Apr 20, 2026 |
| ALTFEST L J & CO INC | History | Added to | 33,080 | 710 | 0.08% | 0.08% | 211 | +216 | 0.66% | Q1 2026 | Apr 28, 2026 |
| IF Advisors, LLC | History | No change | 32,945 | 707 | 0.5% | 0.56% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 32,260 | 693 | 0.04% | — | 213 | +32,260 | New | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,196 | 691 | 0.01% | 0.01% | 214 | +696 | 2.21% | Q1 2026 | May 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 32,003 | 687 | 0.08% | 0.06% | 215 | +6,341 | 24.71% | Q1 2026 | Apr 29, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 31,961 | 686 | 0.18% | 0.17% | 216 | +1,629 | 5.37% | Q1 2026 | May 01, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 31,957 | 686 | 0.09% | 0.09% | 217 | -130 | -0.41% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Added to | 31,794 | 683 | 0.0% | 0.0% | 218 | +15,848 | 99.39% | Q1 2026 | May 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 31,372 | 674 | 0.08% | 0.1% | 219 | -9,897 | -23.98% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 30,822 | 643 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 29,959 | 643 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Saxony Capital Management, LLC | History | New | 29,622 | 636 | 0.37% | — | 222 | +29,622 | New | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 29,169 | 626 | 0.02% | 0.02% | 223 | -1,764 | -5.7% | Q1 2026 | Apr 14, 2026 |
| Roundview Capital LLC | History | Added to | 29,044 | 624 | 0.04% | 0.04% | 224 | +272 | 0.95% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 28,605 | 614 | 0.01% | 0.01% | 225 | +129 | 0.45% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 28,291 | 607 | 0.0% | 0.0% | 226 | +18,495 | 188.8% | Q1 2026 | May 15, 2026 |
| Dorato Capital Management | History | Reduced | 26,855 | 599 | 0.44% | 0.44% | 227 | -439 | -1.61% | Q1 2026 | Apr 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 27,589 | 592 | 0.06% | 0.05% | 228 | +2,474 | 9.85% | Q1 2026 | Apr 27, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 27,340 | 587 | 0.15% | 0.16% | 229 | -3,317 | -10.82% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 27,270 | 586 | 0.19% | 0.18% | 230 | +1,843 | 7.25% | Q1 2026 | Apr 24, 2026 |
| Prospect Financial Group LLC | History | Reduced | 27,266 | 585 | 0.54% | 0.55% | 231 | -1,255 | -4.4% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 26,834 | 576 | 0.04% | 0.03% | 232 | +6,500 | 31.97% | Q1 2026 | Apr 15, 2026 |
| Quadrature Capital Ltd | History | New | 26,538 | 570 | 0.01% | — | 233 | +26,538 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 26,334 | 565 | 0.0% | 0.0% | 234 | -1,304 | -4.72% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 26,212 | 563 | 0.03% | 0.03% | 235 | +1,491 | 6.03% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 25,992 | 559 | 0.0% | 0.0% | 236 | -1,558 | -5.66% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | New | 25,432 | 546 | 0.0% | — | 237 | +25,432 | New | Q1 2026 | May 15, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 24,652 | 529 | 0.2% | 0.2% | 238 | +43 | 0.17% | Q1 2026 | Apr 29, 2026 |
| Friedenthal Financial | History | Added to | 24,589 | 528 | 0.26% | 0.26% | 239 | +574 | 2.39% | Q1 2026 | Apr 20, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 24,235 | 520 | 0.41% | 0.48% | 240 | -4,301 | -15.07% | Q1 2026 | Apr 28, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 24,153 | 519 | 0.1% | 0.11% | 241 | -1,704 | -6.59% | Q1 2026 | Apr 21, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 24,085 | 517 | 0.21% | 0.24% | 242 | -1,927 | -7.41% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 23,927 | 514 | 0.01% | 0.0% | 243 | +3,865 | 19.27% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | New | 23,871 | 512 | 0.03% | — | 244 | +23,871 | New | Q1 2026 | May 14, 2026 |
| Human Investing LLC | History | Reduced | 23,814 | 511 | 0.07% | 0.07% | 245 | -1,077 | -4.33% | Q1 2026 | May 07, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 23,674 | 508 | 0.2% | 0.21% | 246 | -1,576 | -6.24% | Q1 2026 | Apr 23, 2026 |
| BCS Wealth Management | History | Reduced | 23,457 | 504 | 0.1% | 0.11% | 247 | -27,147 | -53.65% | Q1 2026 | Apr 17, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 23,440 | 503 | 0.16% | 0.15% | 248 | -638 | -2.65% | Q1 2026 | Apr 17, 2026 |
| Brooklyn Investment Group | History | Added to | 23,320 | 501 | 0.02% | 0.02% | 249 | +3,863 | 19.85% | Q1 2026 | Apr 29, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 23,206 | 498 | 0.33% | 0.33% | 250 | -961 | -3.98% | Q1 2026 | Apr 28, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 23,183 | 498 | 0.04% | 0.04% | 251 | -206 | -0.88% | Q1 2026 | May 15, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 22,614 | 485 | 0.36% | 0.24% | 252 | +6,488 | 40.23% | Q1 2026 | Apr 16, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 22,500 | 483 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 22,455 | 482 | 0.01% | 0.02% | 254 | -4,067 | -15.33% | Q1 2026 | May 14, 2026 |
| Portland Financial Advisors Inc | History | Added to | 22,413 | 481 | 1.0% | 0.93% | 255 | +1,413 | 6.73% | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Reduced | 21,259 | 456 | 0.01% | 0.01% | 256 | -2,372 | -10.04% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 19,341 | 455 | 0.01% | 0.01% | 257 | +2,140 | 12.44% | Q1 2026 | May 11, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 21,200 | 455 | 0.36% | 0.38% | 258 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aegis Wealth Management LLC | History | Added to | 21,038 | 452 | 0.26% | 0.25% | 259 | +137 | 0.66% | Q1 2026 | Apr 22, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 21,075 | 452 | 0.05% | 0.08% | 260 | +113 | 0.54% | Q1 2026 | Apr 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 20,595 | 442 | 0.0% | 0.0% | 261 | -776 | -3.63% | Q1 2026 | May 13, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 20,361 | 437 | 0.19% | 0.2% | 262 | -1,893 | -8.51% | Q1 2026 | Apr 16, 2026 |
| Carrera Capital Advisors | History | Reduced | 20,069 | 431 | 0.07% | 0.09% | 263 | -5,735 | -22.23% | Q1 2026 | May 04, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 19,992 | 429 | 0.11% | 0.87% | 264 | -145,275 | -87.9% | Q1 2026 | Apr 16, 2026 |
| Antonelli Financial Advisors, LLC | History | New | 19,913 | 428 | 0.3% | — | 265 | +19,913 | New | Q1 2026 | Apr 28, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 20,449 | 427 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 19,850 | 427 | 0.04% | 0.03% | 267 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 19,746 | 424 | 0.04% | 0.05% | 269 | -3,669 | -15.67% | Q1 2026 | Apr 09, 2026 |
| COMMERCE BANK | History | Reduced | 19,768 | 424 | 0.0% | 0.0% | 268 | -668 | -3.27% | Q1 2026 | May 11, 2026 |
| Fonville Wealth Management LLC | History | Added to | 19,688 | 423 | 0.08% | 0.08% | 270 | +686 | 3.61% | Q1 2026 | Apr 20, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 19,616 | 421 | 0.16% | 0.16% | 271 | -1,894 | -8.81% | Q1 2026 | Apr 06, 2026 |
| NWAM LLC | History | Reduced | 19,440 | 417 | 0.02% | 0.02% | 272 | -12 | -0.06% | Q1 2026 | May 04, 2026 |
| Cordant, Inc. | History | Added to | 19,382 | 416 | 0.17% | 0.17% | 273 | +18 | 0.09% | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 19,180 | 412 | 0.09% | 0.09% | 274 | +361 | 1.92% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 19,154 | 411 | 0.0% | 0.0% | 275 | +4,787 | 33.32% | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 19,148 | 411 | 0.19% | 0.18% | 276 | +810 | 4.42% | Q1 2026 | Apr 08, 2026 |
| Merit Financial Group, LLC | History | New | 19,089 | 410 | 0.0% | — | 277 | +19,089 | New | Q1 2026 | Apr 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 18,602 | 401 | 0.03% | 0.03% | 278 | -327 | -1.73% | Q1 2026 | Apr 27, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Added to | 18,373 | 395 | 0.28% | 0.25% | 279 | +389 | 2.16% | Q1 2026 | Apr 24, 2026 |
| XY Planning Network, Inc. | History | Reduced | 18,247 | 393 | 0.06% | 0.08% | 280 | -3,793 | -17.21% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 18,286 | 392 | 0.02% | 0.02% | 281 | +577 | 3.26% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 18,213 | 391 | 0.01% | 0.02% | 282 | +890 | 5.14% | Q1 2026 | May 19, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 18,120 | 389 | 0.24% | 0.12% | 283 | +8,399 | 86.4% | Q1 2026 | Apr 22, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 17,966 | 385 | 0.0% | 0.0% | 284 | +7,044 | 64.49% | Q1 2026 | Apr 20, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 17,906 | 384 | 0.3% | 0.31% | 285 | -91 | -0.51% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,853 | 383 | 0.0% | 0.65% | 287 | -8,898,247 | -99.8% | Q1 2026 | Apr 29, 2026 |
| Jacobs Equity LLC | History | Added to | 17,846 | 383 | 0.34% | 0.23% | 288 | +6,139 | 52.44% | Q1 2026 | May 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 17,834 | 383 | 0.05% | 0.04% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 17,677 | 379 | 0.01% | — | 289 | +17,677 | New | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 17,474 | 375 | 0.05% | 0.04% | 291 | +971 | 5.88% | Q1 2026 | Apr 17, 2026 |
| Whelan Financial | History | Reduced | 17,476 | 375 | 0.12% | 0.11% | 290 | -17 | -0.1% | Q1 2026 | Apr 24, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 17,431 | 374 | 0.03% | 0.02% | 292 | +4,139 | 31.14% | Q1 2026 | May 01, 2026 |
| Heritage Financial Services, LLC | History | No change | 17,836 | 372 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CERTUITY, LLC | History | Added to | 17,305 | 371 | 0.02% | 0.02% | 295 | +4,494 | 35.08% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 17,296 | 371 | 0.11% | 0.11% | 294 | -114 | -0.65% | Q1 2026 | Apr 22, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 17,260 | 370 | 0.01% | 0.01% | 296 | +311 | 1.83% | Q1 2026 | Apr 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 17,188 | 369 | 0.05% | 0.04% | 297 | +838 | 5.13% | Q1 2026 | Apr 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 17,169 | 368 | 0.01% | 0.01% | 298 | +2,067 | 13.69% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 17,071 | 366 | 0.0% | 0.0% | 299 | -1,671 | -8.92% | Q1 2026 | May 14, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 16,809 | 361 | 0.25% | 0.23% | 300 | -48 | -0.28% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,756 | 360 | 0.01% | 0.01% | 301 | +1,354 | 8.79% | Q1 2026 | May 11, 2026 |
| Bangor Savings Bank | History | Reduced | 16,724 | 359 | 0.03% | 0.03% | 302 | -1,657 | -9.01% | Q1 2026 | Apr 01, 2026 |
| Lee Financial Co | History | Reduced | 16,660 | 358 | 0.05% | 0.06% | 303 | -4,885 | -22.67% | Q1 2026 | Apr 13, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 16,566 | 356 | 0.02% | 0.04% | 305 | -5,313 | -24.28% | Q1 2026 | Apr 21, 2026 |
| Waterloo Capital, L.P. | History | Added to | 16,597 | 356 | 0.02% | 0.02% | 304 | +13 | 0.08% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 16,477 | 354 | 0.0% | 0.02% | 306 | -70,552 | -81.07% | Q1 2026 | May 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 16,461 | 353 | 0.09% | 0.09% | 307 | -2,853 | -14.77% | Q1 2026 | May 11, 2026 |
| Phocas Financial Corp. | History | No change | 16,411 | 352 | 0.06% | 0.04% | 308 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keystone Global Partners, LLC | History | No change | 16,285 | 349 | 0.15% | 0.15% | 309 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 16,230 | 348 | 0.16% | 0.15% | 310 | +7 | 0.04% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 16,152 | 347 | 0.1% | 0.1% | 311 | +217 | 1.36% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,944 | 342 | 0.0% | 0.0% | 312 | -3,602 | -18.43% | Q1 2026 | May 15, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 15,775 | 339 | 0.09% | 0.09% | 313 | -44 | -0.28% | Q1 2026 | Apr 28, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 15,657 | 336 | 0.27% | 0.22% | 314 | +2,198 | 16.33% | Q1 2026 | Apr 16, 2026 |
| M Wealth Management, LLC | History | Reduced | 15,495 | 332 | 0.28% | 0.45% | 316 | -9,485 | -37.97% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 15,472 | 332 | 0.04% | 0.04% | 315 | +75 | 0.49% | Q1 2026 | May 12, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 15,270 | 328 | 0.14% | — | 317 | +15,270 | New | Q1 2026 | May 15, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 15,101 | 326 | 0.02% | 0.24% | 318 | -1,008 | -6.26% | Q1 2026 | Apr 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 15,112 | 324 | 0.02% | 0.02% | 319 | -378 | -2.44% | Q1 2026 | Apr 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 14,925 | 320 | 0.07% | 0.07% | 320 | +80 | 0.54% | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Added to | 14,779 | 317 | 0.13% | 0.13% | 321 | +13 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 14,748 | 316 | 0.0% | 0.0% | 322 | -4,737 | -24.31% | Q1 2026 | May 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 14,520 | 312 | 0.02% | — | 324 | +14,520 | New | Q1 2026 | May 14, 2026 |
| Rinkey Investments | History | No change | 14,560 | 312 | 0.08% | 0.08% | 323 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 14,228 | 305 | 0.01% | 0.01% | 325 | -5,518 | -27.94% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 14,180 | 304 | 0.05% | 0.05% | 326 | -320 | -2.21% | Q1 2026 | Apr 07, 2026 |
| Orographic Financial Advisors, LLC | History | New | 14,073 | 302 | 0.21% | — | 327 | +14,073 | New | Q1 2026 | May 19, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 13,818 | 296 | 0.02% | 0.03% | 328 | -13,466 | -49.35% | Q1 2026 | Apr 30, 2026 |
| Downshift Financial, LLC | History | Added to | 12,701 | 293 | 0.15% | 0.15% | 329 | +1,615 | 14.57% | Q1 2026 | Apr 29, 2026 |
| Visionary Wealth Advisors | History | New | 13,545 | 291 | 0.01% | — | 331 | +13,545 | New | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 13,547 | 291 | 0.03% | 0.03% | 330 | +55 | 0.41% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 13,264 | 285 | 0.01% | 0.02% | 332 | -2,936 | -18.12% | Q1 2026 | Apr 24, 2026 |
| FF Advisors,LLC | History | Reduced | 12,289 | 284 | 0.12% | 0.11% | 333 | -57 | -0.46% | Q1 2026 | Apr 27, 2026 |
| Piscataqua Savings Bank | History | No change | 13,196 | 283 | 0.2% | 0.19% | 334 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Atria Investments, Inc | History | Added to | 12,771 | 274 | 0.0% | 0.0% | 335 | +198 | 1.57% | Q1 2026 | May 05, 2026 |
| Aurora Investment Managers, LLC. | History | Reduced | 12,694 | 273 | 0.2% | 0.17% | 336 | -1,345 | -9.58% | Q1 2026 | Apr 20, 2026 |
| XTX Topco Ltd | History | New | 12,702 | 272 | 0.0% | — | 337 | +12,702 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 12,858 | 271 | 0.0% | 0.0% | 338 | -26,107 | -67.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 12,431 | 267 | 0.0% | 0.0% | 339 | -663 | -5.06% | Q1 2026 | May 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 12,461 | 267 | 0.07% | 0.07% | 340 | +482 | 4.02% | Q1 2026 | Apr 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 12,291 | 264 | 0.0% | — | 341 | +12,291 | New | Q1 2026 | May 01, 2026 |
| Cambridge Advisors Inc. | History | Added to | 12,253 | 263 | 0.05% | 0.05% | 342 | +4 | 0.03% | Q1 2026 | Apr 16, 2026 |
| Synergy Financial Group, LTD | History | New | 12,179 | 261 | 0.2% | — | 343 | +12,179 | New | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | No change | 12,256 | 256 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 11,849 | 254 | 0.01% | 0.01% | 345 | +2,025 | 20.61% | Q1 2026 | May 11, 2026 |
| CAP Partners, LLC | History | Added to | 11,732 | 252 | 0.14% | 0.14% | 346 | +39 | 0.33% | Q1 2026 | Apr 28, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 11,621 | 249 | 0.06% | 0.06% | 347 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,336 | 243 | 0.0% | 0.0% | 348 | +8,820 | 350.56% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 11,307 | 242 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 11,165 | 239 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 10,578 | 238 | 0.01% | 0.01% | 351 | -644 | -5.74% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | Reduced | 10,868 | 233 | 0.03% | 0.03% | 353 | -826 | -7.06% | Q1 2026 | Apr 23, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 10,886 | 233 | 0.1% | 0.09% | 352 | -136 | -1.23% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 10,786 | 231 | 0.0% | 0.0% | 354 | -2,543 | -19.08% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,784 | 231 | 0.01% | 0.01% | 355 | -1,433 | -11.73% | Q1 2026 | May 12, 2026 |
| Skyline Advisors, Inc. | History | No change | 10,736 | 230 | 0.08% | 0.07% | 356 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 10,588 | 227 | 0.12% | 0.12% | 357 | +118 | 1.13% | Q1 2026 | Apr 22, 2026 |
| Garde Capital, Inc. | History | Added to | 10,527 | 226 | 0.01% | 0.01% | 358 | +257 | 2.5% | Q1 2026 | Apr 28, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 10,510 | 225 | 0.02% | — | 359 | +10,510 | New | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,324 | 221 | 0.0% | 0.0% | 360 | +3,808 | 58.44% | Q1 2026 | Apr 30, 2026 |
| SWMG, LLC | History | Added to | 10,330 | 221 | 0.06% | 0.06% | 361 | +118 | 1.16% | Q1 2026 | Apr 24, 2026 |
| NICOLET BANKSHARES INC | History | New | 10,244 | 220 | 0.01% | — | 363 | +10,244 | New | Q1 2026 | May 14, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 10,243 | 220 | 0.09% | 0.08% | 362 | +295 | 2.97% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,201 | 219 | 0.01% | 0.01% | 364 | -289 | -2.76% | Q1 2026 | May 06, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 10,119 | 217 | 0.05% | — | 365 | +10,119 | New | Q1 2026 | Apr 24, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,957 | 213 | 0.0% | 0.0% | 367 | +342 | 3.56% | Q1 2026 | Apr 30, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 10,244 | 213 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MidFirst Bank | History | No change | 9,877 | 212 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Western Trust Bank | History | New | 9,860 | 211 | 0.01% | — | 370 | +9,860 | New | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 9,853 | 211 | 0.01% | 0.01% | 369 | +150 | 1.55% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 9,752 | 209 | 0.18% | 0.17% | 372 | +213 | 2.23% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 10,017 | 209 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 9,984 | 206 | 0.0% | 0.0% | 375 | -42,665 | -81.04% | Q1 2026 | May 15, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 9,613 | 206 | 0.06% | 0.08% | 374 | -3,792 | -28.29% | Q1 2026 | Apr 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 9,586 | 206 | 0.01% | 0.01% | 373 | -2,199 | -18.66% | Q1 2026 | Apr 28, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 9,550 | 205 | 0.16% | 0.16% | 376 | -993 | -9.42% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9,792 | 204 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,406 | 202 | 0.0% | 0.0% | 378 | -2,173 | -18.77% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 9,338 | 200 | 0.0% | — | 381 | +9,338 | New | Q1 2026 | May 08, 2026 |
| BAHL & GAYNOR INC | History | New | 9,313 | 200 | 0.0% | — | 380 | +9,313 | New | Q1 2026 | May 07, 2026 |
| ETF Store, Inc. | History | New | 9,309 | 200 | 0.19% | — | 382 | +9,309 | New | Q1 2026 | Apr 30, 2026 |
| Invst, LLC | History | Reduced | 9,313 | 200 | 0.02% | 0.02% | 379 | -639 | -6.42% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 8,551 | 183 | 0.02% | 0.02% | 383 | +4 | 0.05% | Q1 2026 | May 06, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 7,959 | 171 | 0.27% | — | 384 | +7,959 | New | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 7,101 | 152 | 0.0% | 0.0% | 385 | +126 | 1.81% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 6,981 | 150 | 0.0% | 0.0% | 386 | -313 | -4.29% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 6,214 | 144 | 0.0% | 0.0% | 387 | +1,719 | 38.24% | Q1 2026 | May 06, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 6,522 | 140 | 0.13% | — | 389 | +6,522 | New | Q1 2026 | May 14, 2026 |
| JDM Financial Group LLC | History | No change | 6,530 | 140 | 0.05% | 0.05% | 388 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Capital Analysts, LLC | History | Added to | 6,420 | 138 | 0.0% | 0.0% | 390 | +176 | 2.82% | Q1 2026 | May 14, 2026 |
| Grove Bank & Trust | History | Reduced | 6,276 | 134 | 0.02% | 0.94% | 391 | -391,829 | -98.42% | Q1 2026 | Apr 08, 2026 |
| LGT Financial Advisors LLC | History | Added to | 6,109 | 131 | 0.67% | 0.78% | 392 | +13 | 0.21% | Q1 2026 | Apr 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 6,008 | 129 | 0.07% | 0.07% | 393 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | New | 5,925 | 127 | 0.0% | — | 394 | +5,925 | New | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,694 | 122 | 0.0% | 0.01% | 396 | -3,100 | -35.25% | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 5,683 | 122 | 0.04% | 0.03% | 395 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vanguard National Trust Co | History | New | 5,187 | 111 | 0.01% | — | 397 | +5,187 | New | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,104 | 109 | 0.0% | 0.0% | 398 | +543 | 11.91% | Q1 2026 | May 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 4,970 | 106 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,903 | 105 | 0.0% | 0.0% | 400 | -1,236 | -20.13% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,773 | 102 | 0.0% | 0.0% | 401 | +2,925 | 158.28% | Q1 2026 | May 01, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 4,754 | 102 | 0.1% | 0.1% | 402 | +25 | 0.53% | Q1 2026 | May 05, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 4,599 | 99 | 0.03% | 0.21% | 403 | -37,592 | -89.1% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 4,558 | 97 | 0.0% | 0.0% | 404 | -1,251 | -21.54% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,009 | 86 | 0.0% | 0.0% | 405 | -18 | -0.45% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,534 | 75 | 0.0% | 0.0% | 407 | +120 | 3.51% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 3,618 | 75 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ascentis Independent Advisors | History | New | 3,452 | 74 | 0.01% | — | 409 | +3,452 | New | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,455 | 74 | 0.01% | 0.01% | 408 | -279 | -7.47% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,461 | 72 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | Added to | 3,307 | 71 | 0.02% | 0.02% | 411 | +21 | 0.64% | Q1 2026 | May 19, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 48,303 | 70 | 0.0% | 0.0% | 412 | -2,250 | -4.45% | Q1 2026 | May 15, 2026 |
| Blume Capital Management, Inc. | History | No change | 3,230 | 69 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Burk Holdings LLC | History | New | 2,853 | 61 | 0.03% | — | 414 | +2,853 | New | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,823 | 60 | 0.0% | 0.0% | 415 | -700 | -19.87% | Q1 2026 | Apr 17, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 2,528 | 59 | 0.02% | 0.02% | 417 | +17 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,765 | 59 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,741 | 58 | 0.0% | 0.0% | 418 | -38,115 | -93.29% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,663 | 57 | 0.0% | 0.0% | 419 | -272 | -9.27% | Q1 2026 | Apr 14, 2026 |
| Hamrick Investment Counsel, llc | History | New | 2,600 | 55 | 0.03% | — | 420 | +2,600 | New | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 2,488 | 53 | 0.0% | 0.0% | 421 | +648 | 35.22% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 2,485 | 53 | 0.04% | 0.03% | 422 | -357 | -12.56% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 2,331 | 50 | 0.0% | — | 423 | +2,331 | New | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,047 | 43 | 0.0% | 0.0% | 424 | -1,173 | -36.43% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | Added to | 1,976 | 42 | 0.0% | 0.0% | 425 | +25 | 1.28% | Q1 2026 | Apr 29, 2026 |
| Ancora Advisors LLC | History | Added to | 1,921 | 41 | 0.0% | 0.0% | 426 | +70 | 3.78% | Q1 2026 | May 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,908 | 41 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Horizon Investments, LLC | History | Added to | 1,880 | 40 | 0.0% | 0.0% | 428 | +691 | 58.12% | Q1 2026 | May 14, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 1,820 | 39 | 0.01% | 0.01% | 429 | -148 | -7.52% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,611 | 34 | 0.0% | 0.0% | 430 | +22 | 1.38% | Q1 2026 | Apr 07, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 1,559 | 33 | 0.01% | 0.01% | 431 | +23 | 1.5% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | Added to | 1,500 | 32 | 0.0% | 0.0% | 432 | +1,000 | 200.0% | Q1 2026 | May 15, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 1,471 | 31 | 0.0% | 0.01% | 433 | -989 | -40.2% | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | No change | 1,402 | 30 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Independence Bank of Kentucky | History | No change | 1,419 | 30 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 1,340 | 28 | 0.02% | — | 436 | +1,340 | New | Q1 2026 | Apr 16, 2026 |
| Beacon Capital Management, Inc. | History | New | 1,293 | 27 | 0.0% | — | 437 | +1,293 | New | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,212 | 26 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 1,205 | 25 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1,200 | 25 | 0.02% | 0.02% | 440 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Armor Investment Advisors, LLC | History | No change | 1,152 | 24 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | No change | 1,118 | 24 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,086 | 23 | 0.01% | 0.0% | 444 | +144 | 15.29% | Q1 2026 | May 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,106 | 23 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Abound Wealth Management | History | Added to | 1,035 | 22 | 0.0% | 0.0% | 445 | +50 | 5.08% | Q1 2026 | Apr 10, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 1,019 | 21 | 0.02% | 0.08% | 446 | -4,133 | -80.22% | Q1 2026 | Apr 02, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 900 | 19 | 0.0% | 0.0% | 447 | +2 | 0.22% | Q1 2026 | May 12, 2026 |
| Pacific Center for Financial Services | History | No change | 929 | 19 | 0.0% | 0.01% | 448 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fairway Wealth LLC | History | No change | 870 | 18 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 796 | 17 | 0.0% | 0.0% | 451 | +21 | 2.71% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 824 | 17 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 842 | 17 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | Reduced | 748 | 16 | 0.0% | 0.02% | 454 | -10,190 | -93.16% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 749 | 16 | 0.0% | 0.0% | 453 | +4 | 0.54% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 742 | 15 | 0.0% | 0.0% | 456 | -41,543 | -98.25% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 742 | 15 | 0.0% | 0.0% | 457 | -293 | -28.31% | Q1 2026 | Apr 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 736 | 15 | 0.01% | 0.01% | 459 | +1 | 0.14% | Q1 2026 | Apr 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 708 | 15 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 733 | 15 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 609 | 13 | 0.0% | 0.0% | 461 | -12 | -1.93% | Q1 2026 | Apr 28, 2026 |
| BFSG, LLC | History | Added to | 649 | 13 | 0.0% | 0.0% | 460 | +1 | 0.15% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 637 | 13 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Reflection Asset Management | History | No change | 644 | 13 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 588 | 12 | 0.0% | — | 468 | +588 | New | Q1 2026 | Apr 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 566 | 12 | 0.01% | 0.01% | 467 | -200 | -26.11% | Q1 2026 | Apr 02, 2026 |
| Tidemark, LLC | History | Added to | 561 | 12 | 0.0% | 0.0% | 465 | +168 | 42.75% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Reduced | 566 | 12 | 0.0% | 0.0% | 464 | -20 | -3.41% | Q1 2026 | Apr 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 582 | 12 | 0.0% | 0.0% | 466 | -9 | -1.52% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 550 | 11 | 0.0% | 0.0% | 469 | +436 | 382.46% | Q1 2026 | May 04, 2026 |
| Activest Wealth Management | History | Added to | 534 | 11 | 0.0% | 0.0% | 471 | +4 | 0.75% | Q1 2026 | Apr 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 535 | 11 | 0.0% | 0.0% | 472 | +1 | 0.19% | Q1 2026 | May 01, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 557 | 11 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Aventura Private Wealth, LLC | History | No change | 524 | 11 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CDKV HOLDINGS LLC | History | No change | 532 | 11 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 426 | 9 | 0.0% | 0.0% | 476 | +1 | 0.24% | Q1 2026 | Apr 24, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 446 | 9 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | No change | 424 | 9 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 399 | 8 | 0.0% | 0.0% | 480 | -671 | -62.71% | Q1 2026 | May 19, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 386 | 8 | 0.01% | — | 487 | +386 | New | Q1 2026 | Apr 07, 2026 |
| Main Street Group, LTD | History | New | 380 | 8 | 0.0% | — | 486 | +380 | New | Q1 2026 | May 06, 2026 |
| Scarborough Advisors, LLC | History | New | 372 | 8 | 0.0% | — | 485 | +372 | New | Q1 2026 | May 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 404 | 8 | 0.01% | 0.01% | 483 | -52 | -11.4% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Reduced | 381 | 8 | 0.0% | 0.0% | 482 | -4 | -1.04% | Q1 2026 | Apr 24, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 412 | 8 | 0.0% | 0.0% | 484 | +2 | 0.49% | Q1 2026 | May 01, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 417 | 8 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 357 | 8 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bogart Wealth, LLC | History | No change | 394 | 8 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | Added to | 332 | 7 | 0.0% | 0.0% | 490 | +40 | 13.7% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 330 | 7 | 0.0% | 0.0% | 491 | +2 | 0.61% | Q1 2026 | Apr 17, 2026 |
| Smithfield Trust Co | History | No change | 312 | 7 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MCF Advisors LLC | History | No change | 356 | 7 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 365 | 7 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HM PAYSON & CO | History | New | 289 | 6 | 0.0% | — | 496 | +289 | New | Q1 2026 | Apr 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 296 | 6 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 300 | 6 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PFS Partners, LLC | History | No change | 323 | 6 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Synergy Investment Management, LLC | History | New | 262 | 5 | 0.0% | — | 503 | +262 | New | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 257 | 5 | 0.0% | 0.0% | 497 | +2 | 0.78% | Q1 2026 | May 13, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 241 | 5 | 0.01% | 0.0% | 502 | +2 | 0.84% | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 278 | 5 | 0.0% | 0.0% | 500 | +1 | 0.36% | Q1 2026 | May 06, 2026 |
| TSFG, LLC | History | No change | 228 | 5 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 250 | 5 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arlington Trust Co LLC | History | No change | 242 | 5 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 230 | 4 | 0.0% | 0.0% | 504 | -10,271 | -97.81% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | Reduced | 231 | 4 | 0.0% | 0.0% | 507 | -489 | -67.92% | Q1 2026 | Apr 03, 2026 |
| TD Waterhouse Canada Inc. | History | New | 208 | 4 | 0.0% | — | 513 | +208 | New | Q1 2026 | May 12, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 224 | 4 | 0.0% | 0.0% | 510 | +103 | 85.12% | Q1 2026 | May 01, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 215 | 4 | 0.0% | 0.01% | 512 | +2 | 0.94% | Q1 2026 | Apr 29, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 195 | 4 | 0.0% | 0.0% | 506 | +1 | 0.52% | Q1 2026 | May 08, 2026 |
| Horrell Capital Management, Inc. | History | No change | 220 | 4 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pflug Koory, LLC | History | No change | 224 | 4 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | No change | 193 | 4 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 230 | 4 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 151 | 3 | 0.0% | 0.0% | 517 | -219 | -59.19% | Q1 2026 | Apr 27, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | New | 172 | 3 | 0.0% | — | 521 | +172 | New | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | New | 167 | 3 | 0.0% | — | 520 | +167 | New | Q1 2026 | Apr 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 172 | 3 | 0.0% | 0.0% | 516 | -63 | -26.81% | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 185 | 3 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 184 | 3 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sellwood Investment Partners LLC | History | No change | 142 | 3 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrity Financial Corp /WA | History | No change | 182 | 3 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | New | 97 | 2 | 0.0% | — | 533 | +97 | New | Q1 2026 | Apr 03, 2026 |
| Sachetta, LLC | History | Reduced | 105 | 2 | 0.0% | 0.0% | 531 | -51 | -32.69% | Q1 2026 | May 01, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 107 | 2 | 0.0% | 0.0% | 525 | +7 | 7.0% | Q1 2026 | Apr 14, 2026 |
| Costello Asset Management, INC | History | Added to | 123 | 2 | 0.0% | 0.0% | 526 | +1 | 0.82% | Q1 2026 | Apr 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 120 | 2 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | No change | 116 | 2 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 122 | 2 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 137 | 2 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 113 | 2 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 109 | 2 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Pacific Financial | History | New | 74 | 1 | 0.0% | — | 550 | +74 | New | Q1 2026 | Apr 23, 2026 |
| Kozak & Associates, Inc. | History | New | 72 | 1 | 0.0% | — | 549 | +72 | New | Q1 2026 | Apr 14, 2026 |
| Hurley Capital, LLC | History | New | 69 | 1 | 0.0% | — | 548 | +69 | New | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 63 | 1 | 0.0% | — | 551 | +63 | New | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | New | 63 | 1 | 0.0% | — | 552 | +63 | New | Q1 2026 | May 07, 2026 |
| Community Bank, N.A. | History | New | 59 | 1 | 0.0% | — | 547 | +59 | New | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | Reduced | 51 | 1 | 0.0% | 0.0% | 545 | -54 | -51.43% | Q1 2026 | May 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 54 | 1 | 0.0% | — | 546 | +54 | New | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 49 | 1 | 0.0% | 0.0% | 543 | -31 | -38.75% | Q1 2026 | May 13, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 49 | 1 | 0.0% | — | 539 | +15 | 44.12% | Q1 2026 | Apr 23, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 92 | 1 | 0.0% | 0.0% | 541 | +14 | 17.95% | Q1 2026 | Apr 06, 2026 |
| Team Financial Group, LLC | History | Added to | 74 | 1 | 0.0% | 0.0% | 540 | +1 | 1.37% | Q1 2026 | May 01, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 62 | 1 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Anfield Capital Management, LLC | History | No change | 85 | 1 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| City State Bank | History | No change | 85 | 1 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 61 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 5.75% | — | -483,962 | -100.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -162,591 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -101,312 | -100.0% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -83,161 | -100.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -66,762 | -100.0% | Q1 2026 | May 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -32,174 | -100.0% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,844 | -100.0% | Q1 2026 | Apr 07, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -23,601 | -100.0% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,023 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,727 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,738 | -100.0% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -14,712 | -100.0% | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,318 | -100.0% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,931 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -12,658 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,892 | -100.0% | Q1 2026 | May 12, 2026 |
| REDW Wealth LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,506 | -100.0% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,250 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Bridgewater Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,235 | -100.0% | Q1 2026 | May 14, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,470 | -100.0% | Q1 2026 | May 15, 2026 |
| Citizens National Bank Trust Department | History | Closed out | 0 | 0 | — | 0.01% | — | -3,023 | -100.0% | Q1 2026 | May 04, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,880 | -100.0% | Q1 2026 | May 01, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.02% | — | -1,755 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SRH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,659 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,266 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PFC CAPITAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -856 | -100.0% | Q1 2026 | May 13, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -457 | -100.0% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -432 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -427 | -100.0% | Q1 2026 | May 04, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q1 2026 | May 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q1 2026 | May 12, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -132 | -89.19% | Q1 2026 | May 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | Apr 21, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | May 07, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Princeton Global Asset Management LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Clayton Financial Group LLC | History | Added to | 37 | 0 | — | — | — | +21 | 131.25% | Q1 2026 | Apr 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 33 | 0 | — | — | — | +19 | 135.71% | Q1 2026 | Apr 24, 2026 |
| Portus Wealth Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | Apr 22, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | Reduced | 12 | 0 | — | — | — | -9 | -42.86% | Q1 2026 | Apr 28, 2026 |
| Networth Advisors, LLC | History | Added to | 19 | 0 | — | — | — | +8 | 72.73% | Q1 2026 | Apr 22, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 16 | 0 | — | — | — | +7 | 77.78% | Q1 2026 | Apr 21, 2026 |
| Biltmore Family Office, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 08, 2026 |
| Vestwell Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 18, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Management Professionals, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Solstein Capital, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MTM Investment Management, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Graney & King, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |