SCHWAB STRATEGIC TRUST - SCHP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 53,127,493 | 1,413,722 | 3.67% | 3.55% | 1 | +3,460,522 | 6.97% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 34,244,939 | 911,257 | 2.0% | 2.04% | 2 | -288,194 | -0.83% | Q1 2026 | May 05, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 16,188,586 | 430,778 | 4.89% | 4.57% | 3 | +940,203 | 6.17% | Q1 2026 | May 11, 2026 |
| Quadratic Capital Management LLC | History | Reduced | 14,182,470 | 377,395 | 98.47% | 98.19% | 4 | -316,731 | -2.18% | Q1 2026 | Apr 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,955,292 | 344,741 | 0.32% | 0.32% | 5 | +646,415 | 5.25% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,884,098 | 342,459 | 0.02% | 0.0% | 6 | +11,386,444 | 760.29% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,331,818 | 301,539 | 0.02% | 0.03% | 7 | -3,468,400 | -23.43% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 10,392,695 | 276,549 | 4.97% | 4.47% | 8 | +1,360,179 | 15.06% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 9,796,222 | 260,677 | 0.37% | 0.36% | 9 | +504,492 | 5.43% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,424,927 | 249,666 | 0.08% | 0.07% | 10 | +863,365 | 10.08% | Q1 2026 | May 15, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 8,907,849 | 237,037 | 6.86% | 2.46% | 11 | +5,726,082 | 179.97% | Q1 2026 | May 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,586,682 | 228,491 | 0.24% | 0.24% | 12 | -775,281 | -8.28% | Q1 2026 | May 12, 2026 |
| Elm Partners Management LLC | History | Added to | 8,065,801 | 214,388 | 9.29% | 8.5% | 13 | +993,411 | 14.05% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 8,055,215 | 214,349 | 4.22% | 3.96% | 14 | +421,678 | 5.52% | Q1 2026 | Apr 17, 2026 |
| NEPC LLC | History | Added to | 7,947,486 | 211,482 | 4.21% | 4.27% | 15 | +375,375 | 4.96% | Q1 2026 | May 15, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 6,442,984 | 171,447 | 3.82% | 3.46% | 16 | +541,494 | 9.18% | Q1 2026 | May 11, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 6,121,252 | 162,886 | 4.16% | 4.08% | 17 | +164,878 | 2.77% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,994,839 | 159,522 | 0.04% | 0.04% | 18 | +968,290 | 19.26% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 5,960,319 | 158,604 | 0.02% | 0.02% | 19 | +519,308 | 9.54% | Q1 2026 | May 05, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 5,770,300 | 153,547 | 5.37% | 4.56% | 20 | -8,395 | -0.15% | Q1 2026 | May 14, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 5,648,682 | 150,311 | 9.02% | 6.49% | 21 | +1,220,120 | 27.55% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,307,790 | 114,630 | 0.01% | 0.01% | 22 | +711,526 | 19.79% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,971,942 | 105,693 | 0.13% | 0.2% | 23 | -2,432,285 | -37.98% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,687,349 | 98,120 | 0.52% | 0.66% | 24 | +140,734 | 3.97% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,408,054 | 90,688 | 6.08% | 1.14% | 25 | +2,770,168 | 434.27% | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,231,274 | 86,004 | 0.02% | 0.02% | 26 | +33,861 | 1.06% | Q1 2026 | Jul 17, 2026 |
| STATE STREET CORP | History | Added to | 2,858,748 | 76,071 | 0.0% | 0.0% | 27 | +158,311 | 5.86% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 2,687,120 | 71,504 | 0.15% | 0.1% | 28 | +755,117 | 39.08% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,420,974 | 64,422 | 0.01% | 0.01% | 29 | +624,017 | 34.73% | Q1 2026 | May 05, 2026 |
| Lutz Financial Services LLC | History | Added to | 2,341,905 | 62,318 | 4.19% | 3.98% | 30 | +135,170 | 6.13% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,265,508 | 60,285 | 0.7% | 0.69% | 31 | +124,469 | 5.81% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,949,070 | 51,864 | 0.76% | 0.65% | 32 | +366,612 | 23.17% | Q1 2026 | May 13, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 1,941,538 | 51,664 | 16.52% | 16.14% | 33 | +104,230 | 5.67% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,806,680 | 48,075 | 0.01% | 0.01% | 34 | -112,802 | -5.88% | Q1 2026 | Jul 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,755,485 | 46,713 | 0.37% | 0.45% | 35 | +313,721 | 21.76% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 1,723,223 | 45,854 | 2.51% | 2.61% | 36 | +67,281 | 4.06% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,706,509 | 45,194 | 0.09% | 0.09% | 37 | -865,953 | -33.66% | Q1 2026 | Apr 08, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,579,745 | 42,037 | 1.15% | 0.75% | 38 | +538,406 | 51.7% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,562,352 | 41,574 | 0.06% | 0.08% | 39 | -298,358 | -16.03% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,528,182 | 40,664 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 1,521,679 | 40,491 | 0.03% | 0.05% | 41 | -995,382 | -39.55% | Q1 2026 | May 12, 2026 |
| Financial Architects, LLC | History | Added to | 1,521,680 | 40,491 | 21.36% | 20.44% | 42 | +87,110 | 6.07% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 1,521,078 | 40,475 | 0.01% | 0.01% | 43 | +98,786 | 6.95% | Q1 2026 | May 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,520,694 | 40,465 | 0.58% | 0.6% | 44 | +100,396 | 7.07% | Q1 2026 | Apr 10, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 1,517,207 | 40,372 | 5.2% | 5.24% | 45 | +17,597 | 1.17% | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Added to | 1,489,544 | 39,636 | 0.0% | 0.0% | 46 | +423,043 | 39.67% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 1,485,989 | 39,542 | 3.85% | 3.23% | 47 | +123,351 | 9.05% | Q1 2026 | May 01, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 1,428,789 | 38,020 | 2.42% | 3.04% | 48 | -288,489 | -16.8% | Q1 2026 | Apr 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 1,414,020 | 37,627 | 0.73% | 0.74% | 49 | -8,301 | -0.58% | Q1 2026 | Apr 14, 2026 |
| Matrix Trust Co | History | Reduced | 1,370,025 | 36,456 | 6.06% | 6.47% | 50 | -109,659 | -7.41% | Q1 2026 | Apr 09, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,267,000 | 33,714 | 0.04% | 0.0% | 51 | +1,199,060 | 1764.88% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,150,693 | 30,619 | 0.01% | 0.01% | 52 | +265,434 | 29.98% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,070,864 | 28,495 | 0.03% | 0.03% | 53 | +79,800 | 8.05% | Q1 2026 | May 05, 2026 |
| ALTFEST L J & CO INC | History | Added to | 1,070,411 | 28,483 | 3.05% | 3.01% | 54 | +32,640 | 3.15% | Q1 2026 | Apr 28, 2026 |
| Joseph Group Capital Management | History | Added to | 1,039,010 | 27,648 | 6.91% | 6.94% | 55 | +41,159 | 4.12% | Q1 2026 | May 08, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 1,028,393 | 27,365 | 6.17% | 6.75% | 56 | -86,920 | -7.79% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,001,032 | 26,637 | 0.03% | 0.03% | 57 | -147,175 | -12.82% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 982,911 | 26,155 | 0.74% | 0.75% | 58 | +68,579 | 7.5% | Q1 2026 | Apr 09, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 982,470 | 26,144 | 1.35% | 1.28% | 59 | +78,870 | 8.73% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 954,955 | 25,411 | 0.0% | 0.0% | 60 | -323,959 | -25.33% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 934,900 | 24,877 | 0.58% | 0.91% | 61 | -315,100 | -25.21% | Q1 2026 | May 12, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 929,663 | 24,738 | 2.04% | 2.08% | 62 | +34,539 | 3.86% | Q1 2026 | May 05, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 925,889 | 24,637 | 7.22% | 6.63% | 63 | +102,907 | 12.5% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 877,190 | 23,342 | 0.01% | 0.01% | 64 | -30,308 | -3.34% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Added to | 800,295 | 21,154 | 0.04% | 0.04% | 65 | +227,935 | 39.82% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 787,295 | 20,949 | 0.59% | 1.33% | 66 | -935,451 | -54.3% | Q1 2026 | May 13, 2026 |
| Fund Evaluation Group, LLC | History | No change | 748,000 | 19,904 | 0.61% | 0.66% | 67 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 701,267 | 18,660 | 0.22% | 0.23% | 68 | -49,597 | -6.61% | Q1 2026 | May 06, 2026 |
| Navalign, LLC | History | Added to | 692,714 | 18,433 | 4.65% | 4.29% | 69 | +32,684 | 4.95% | Q1 2026 | Apr 29, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 678,604 | 18,057 | 17.01% | 14.31% | 70 | +59,637 | 9.63% | Q1 2026 | May 06, 2026 |
| West Family Investments, Inc. | History | Added to | 609,276 | 16,998 | 5.96% | 3.53% | 71 | +68,542 | 12.68% | Q1 2026 | May 07, 2026 |
| Carnegie Investment Counsel | History | Added to | 636,178 | 16,928 | 0.33% | 0.31% | 72 | +3,903 | 0.62% | Q1 2026 | May 01, 2026 |
| Allen Capital Group, LLC | History | Added to | 633,703 | 16,862 | 1.51% | 1.41% | 73 | +50,834 | 8.72% | Q1 2026 | May 27, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 623,971 | 16,603 | 1.08% | 1.08% | 74 | +5,179 | 0.84% | Q1 2026 | May 07, 2026 |
| Asset Management Group, Inc. | History | Added to | 618,527 | 16,459 | 2.66% | 2.44% | 75 | +48,037 | 8.42% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 583,344 | 15,522 | 0.03% | 0.03% | 76 | +2,241 | 0.39% | Q1 2026 | May 14, 2026 |
| Greenline Partners, LLC | History | Reduced | 580,584 | 15,449 | 1.66% | 1.78% | 77 | -6,794 | -1.16% | Q1 2026 | May 15, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 569,652 | 15,158 | 2.72% | 2.49% | 78 | +94,618 | 19.92% | Q1 2026 | Apr 10, 2026 |
| FDx Advisors, Inc. | History | Added to | 542,117 | 14,426 | 4.61% | 7.02% | 79 | +22,433 | 4.32% | Q1 2026 | May 01, 2026 |
| Prairiewood Capital, LLC | History | Added to | 537,336 | 14,298 | 4.13% | 4.07% | 80 | +42,289 | 8.54% | Q1 2026 | Apr 16, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 532,751 | 14,177 | 1.8% | 1.37% | 81 | +138,214 | 35.03% | Q1 2026 | Apr 16, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 529,909 | 14,100 | 6.21% | 5.91% | 82 | -4,090 | -0.77% | Q1 2026 | Apr 22, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 506,969 | 13,490 | 2.22% | 2.32% | 83 | -200 | -0.04% | Q1 2026 | May 08, 2026 |
| Marotta Asset Management | History | Added to | 507,609 | 13,482 | 2.48% | 2.48% | 84 | +1,073 | 0.21% | Q1 2026 | Apr 27, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 480,724 | 12,792 | 3.69% | 3.03% | 85 | +106,940 | 28.61% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 479,071 | 12,748 | 0.1% | 0.1% | 86 | +12,912 | 2.77% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 474,900 | 12,637 | 0.02% | — | 87 | +474,900 | New | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 469,982 | 12,506 | 0.06% | 0.08% | 88 | -31,796 | -6.34% | Q1 2026 | May 04, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 466,341 | 12,409 | 5.17% | 5.67% | 89 | -13,503 | -2.81% | Q1 2026 | Apr 07, 2026 |
| Hirtle & Co., LLC | History | Reduced | 465,234 | 12,379 | 0.42% | 0.42% | 90 | -1,194 | -0.26% | Q1 2026 | May 13, 2026 |
| Robinswood Financial LLC | History | Reduced | 464,464 | 12,359 | 3.89% | 4.17% | 91 | -28,095 | -5.7% | Q1 2026 | Jul 13, 2026 |
| Fortis Advisors, LLC | History | Added to | 464,199 | 12,352 | 6.19% | 3.08% | 92 | +249,522 | 116.23% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 452,436 | 12,039 | 0.06% | 0.03% | 93 | +235,949 | 108.99% | Q1 2026 | Apr 24, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 451,841 | 12,023 | 7.27% | 6.91% | 94 | +27,748 | 6.54% | Q1 2026 | Apr 17, 2026 |
| CHOREO, LLC | History | Added to | 437,230 | 11,634 | 0.14% | 0.02% | 95 | +380,595 | 672.01% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 436,792 | 11,623 | 0.31% | 0.31% | 96 | +30,978 | 7.63% | Q1 2026 | May 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 430,154 | 11,446 | 1.14% | 1.04% | 97 | +34,551 | 8.73% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 428,723 | 11,408 | 0.14% | 0.13% | 98 | +24,786 | 6.14% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 425,955 | 11,335 | 0.02% | 0.02% | 99 | -7,885 | -1.82% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 422,223 | 11,235 | 0.02% | 0.02% | 100 | +223,744 | 112.73% | Q1 2026 | May 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 414,871 | 11,039 | 0.12% | 0.04% | 101 | +313,770 | 310.35% | Q1 2026 | May 15, 2026 |
| Silver Coast Investments LLC | History | Added to | 410,406 | 10,920 | 3.48% | 3.61% | 102 | +14,774 | 3.73% | Q1 2026 | Apr 22, 2026 |
| Rock Creek Group LLC | History | No change | 406,932 | 10,828 | 1.1% | 1.21% | 103 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 403,651 | 10,741 | 1.98% | 1.89% | 104 | +12,168 | 3.11% | Q1 2026 | May 05, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 401,701 | 10,689 | 8.52% | 8.36% | 105 | +22,537 | 5.94% | Q1 2026 | May 05, 2026 |
| Brightwater Advisory LLC | History | Added to | 399,148 | 10,621 | 7.02% | 6.55% | 106 | +33,054 | 9.03% | Q1 2026 | Apr 30, 2026 |
| Trajan Wealth LLC | History | Added to | 394,348 | 10,493 | 0.42% | 0.41% | 107 | +27,267 | 7.43% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 392,285 | 10,419 | 0.1% | 0.05% | 108 | +201,896 | 106.04% | Q1 2026 | Apr 07, 2026 |
| VCI Wealth Management LLC | History | Added to | 391,470 | 10,417 | 2.89% | 2.59% | 109 | +39,447 | 11.21% | Q1 2026 | Apr 21, 2026 |
| Frontier Asset Management, LLC | History | Added to | 389,009 | 10,351 | 2.17% | 2.32% | 110 | +11,685 | 3.1% | Q1 2026 | May 06, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 379,803 | 10,106 | 2.5% | 0.8% | 111 | +247,047 | 186.09% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 374,388 | 9,962 | 0.54% | 0.62% | 112 | +119,797 | 47.05% | Q1 2026 | Apr 21, 2026 |
| McAdam, LLC | History | Added to | 373,441 | 9,937 | 0.45% | 0.43% | 113 | +17,053 | 4.78% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 361,429 | 9,621 | 0.02% | 0.02% | 114 | +9,967 | 2.84% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 360,327 | 9,588 | 0.08% | 0.05% | 115 | +74,472 | 26.05% | Q1 2026 | May 11, 2026 |
| Two West Capital Advisors LLC | History | Added to | 352,559 | 9,459 | 5.01% | 5.23% | 116 | +13,131 | 3.87% | Q1 2026 | May 04, 2026 |
| Peak Financial Management, Inc. | History | Added to | 351,526 | 9,354 | 2.37% | 2.27% | 117 | +19,702 | 5.94% | Q1 2026 | Apr 28, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 351,224 | 9,346 | 2.57% | 2.53% | 118 | +8,768 | 2.56% | Q1 2026 | Apr 14, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 346,474 | 9,219 | 1.42% | 2.06% | 119 | -211,011 | -37.85% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 344,008 | 9,154 | 0.01% | 0.01% | 120 | +38,715 | 12.68% | Q1 2026 | Apr 27, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 341,629 | 9,090 | 5.31% | 6.65% | 121 | -83,651 | -19.67% | Q1 2026 | May 01, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 336,363 | 8,950 | 2.36% | 2.86% | 122 | -84,016 | -19.99% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 336,215 | 8,946 | 0.32% | 0.3% | 123 | +11,678 | 3.6% | Q1 2026 | Apr 14, 2026 |
| FC Advisory LLC | History | Added to | 330,938 | 8,806 | 2.57% | 2.46% | 124 | +7,683 | 2.38% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Added to | 324,890 | 8,645 | 0.11% | 0.12% | 125 | +11,012 | 3.51% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Added to | 322,298 | 8,576 | 0.51% | 0.03% | 126 | +306,077 | 1886.92% | Q1 2026 | May 07, 2026 |
| BFSG, LLC | History | Added to | 320,496 | 8,528 | 0.81% | 0.82% | 127 | +139 | 0.04% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 315,562 | 8,397 | 0.13% | 0.16% | 128 | +21,378 | 7.27% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 315,401 | 8,392 | 0.02% | 0.02% | 129 | -31,636 | -9.12% | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 314,714 | 8,374 | 0.57% | 0.61% | 130 | +24,103 | 8.29% | Q1 2026 | Apr 17, 2026 |
| Signet Investment Advisory Group, Inc. | History | Added to | 312,002 | 8,302 | 3.8% | 3.72% | 131 | +10,101 | 3.35% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 311,931 | 8,300 | 0.02% | 0.02% | 132 | +82,212 | 35.79% | Q1 2026 | Apr 30, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 297,813 | 7,924 | 3.41% | 3.34% | 133 | +16,991 | 6.05% | Q1 2026 | Apr 29, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 295,152 | 7,853 | 0.01% | 0.0% | 134 | +91,394 | 44.85% | Q1 2026 | May 13, 2026 |
| Bulwark Capital Corp | History | Added to | 294,046 | 7,824 | 4.82% | 4.69% | 135 | +44,895 | 18.02% | Q1 2026 | Apr 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 287,970 | 7,662 | 0.13% | 0.01% | 136 | +277,517 | 2654.9% | Q1 2026 | May 18, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 287,637 | 7,654 | 3.18% | 3.43% | 137 | -22,024 | -7.11% | Q1 2026 | Apr 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 280,432 | 7,462 | 0.64% | 0.66% | 138 | -19,367 | -6.46% | Q1 2026 | May 15, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 276,404 | 7,321 | 4.49% | 4.49% | 139 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Charles Schwab Trust Co | History | Added to | 272,664 | 7,255 | 0.47% | 0.44% | 140 | +20,730 | 8.23% | Q1 2026 | Apr 10, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 270,587 | 7,200 | 1.53% | 1.37% | 141 | +29,181 | 12.09% | Q1 2026 | May 04, 2026 |
| Procyon Advisors, LLC | History | Reduced | 269,525 | 7,172 | 0.35% | 0.42% | 142 | -47,782 | -15.06% | Q1 2026 | May 04, 2026 |
| Dorato Capital Management | History | Added to | 265,696 | 7,094 | 5.24% | 5.03% | 143 | +13,826 | 5.49% | Q1 2026 | Apr 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 262,691 | 6,990 | 0.1% | 0.1% | 144 | -8,009 | -2.96% | Q1 2026 | May 01, 2026 |
| Curran Financial Partners, LLC | History | Added to | 262,584 | 6,987 | 1.25% | 0.46% | 145 | +171,859 | 189.43% | Q1 2026 | Apr 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 259,361 | 6,901 | 0.94% | 0.9% | 146 | +17,068 | 7.04% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 257,347 | 6,847 | 0.01% | 0.01% | 147 | +7,818 | 3.13% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 256,408 | 6,823 | 0.36% | 0.36% | 148 | +27,952 | 12.24% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 249,995 | 6,652 | 3.12% | 3.13% | 149 | -2,183 | -0.87% | Q1 2026 | Apr 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 244,696 | 6,511 | 0.4% | 0.36% | 150 | +23,008 | 10.38% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 236,978 | 6,305 | 0.0% | 0.0% | 151 | +70,043 | 41.96% | Q1 2026 | May 07, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 236,262 | 6,286 | 1.84% | 1.72% | 152 | +3,915 | 1.68% | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | Added to | 230,333 | 6,129 | 0.07% | 0.07% | 153 | +7,290 | 3.27% | Q1 2026 | May 01, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 229,367 | 6,103 | 0.99% | 0.99% | 154 | +3,357 | 1.49% | Q1 2026 | Apr 07, 2026 |
| Retirement Management Systems Inc. | History | Added to | 226,832 | 6,035 | 1.45% | 1.49% | 155 | +6,441 | 2.92% | Q1 2026 | Apr 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 225,684 | 6,005 | 1.8% | 1.69% | 156 | +11,944 | 5.59% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 225,438 | 5,998 | 0.03% | 0.0% | 157 | +210,037 | 1363.79% | Q1 2026 | May 14, 2026 |
| Vilga Financial Planning LLC | History | Added to | 225,316 | 5,995 | 5.36% | 1.97% | 158 | +147,808 | 190.7% | Q1 2026 | Jun 22, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 225,230 | 5,993 | 1.71% | — | 159 | +225,230 | New | Q1 2026 | Apr 28, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 225,583 | 5,975 | 1.26% | 1.26% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 223,954 | 5,959 | 0.14% | 0.01% | 161 | +202,390 | 938.55% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 223,779 | 5,927 | 0.12% | 0.12% | 162 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 221,860 | 5,903 | 4.06% | 3.92% | 163 | +7,295 | 3.4% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 220,910 | 5,878 | 0.03% | 0.01% | 164 | +170,150 | 335.2% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 220,447 | 5,866 | 0.09% | 0.09% | 165 | +6,554 | 3.06% | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 218,630 | 5,817 | 0.03% | 0.03% | 166 | -7,701 | -3.4% | Q1 2026 | May 08, 2026 |
| GenTrust, LLC | History | Added to | 218,530 | 5,815 | 0.25% | 0.14% | 167 | +94,680 | 76.45% | Q1 2026 | Apr 27, 2026 |
| Williams Financial, LLC | History | Added to | 216,064 | 5,749 | 3.35% | 3.31% | 168 | +145 | 0.07% | Q1 2026 | Apr 24, 2026 |
| AMG National Trust Bank | History | Added to | 210,016 | 5,588 | 0.12% | 0.11% | 169 | +27,807 | 15.26% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 207,312 | 5,516 | 0.0% | 0.0% | 170 | +24,909 | 13.66% | Q1 2026 | May 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 204,939 | 5,453 | 2.14% | 2.12% | 171 | +7,981 | 4.05% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Added to | 204,555 | 5,443 | 0.32% | 0.31% | 172 | +3,863 | 1.92% | Q1 2026 | May 11, 2026 |
| Curbstone Financial Management Corp | History | Added to | 204,170 | 5,432 | 1.04% | 1.0% | 173 | +6,900 | 3.5% | Q1 2026 | Apr 15, 2026 |
| M Wealth Management, LLC | History | Added to | 200,672 | 5,339 | 4.49% | 4.51% | 174 | +5,077 | 2.6% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 199,063 | 5,297 | 1.86% | 2.04% | 175 | -28,705 | -12.6% | Q1 2026 | May 05, 2026 |
| COMMERCE BANK | History | Added to | 197,564 | 5,257 | 0.03% | 0.02% | 176 | +78,601 | 66.07% | Q1 2026 | May 11, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 197,500 | 5,255 | 1.01% | 1.1% | 177 | -4,524 | -2.24% | Q1 2026 | Apr 21, 2026 |
| IRON Financial LLC | History | Reduced | 193,500 | 5,149 | 2.25% | 2.39% | 178 | -2,442 | -1.25% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 193,135 | 5,139 | 0.04% | 0.04% | 179 | -2,043 | -1.05% | Q1 2026 | May 15, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 186,242 | 4,955 | 0.43% | 0.42% | 180 | +1,684 | 0.91% | Q1 2026 | Apr 07, 2026 |
| Sagace Wealth Management LLC | History | Added to | 184,834 | 4,918 | 3.3% | 3.27% | 181 | +2,719 | 1.49% | Q1 2026 | Apr 29, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 181,040 | 4,817 | 1.77% | 2.62% | 182 | -85,893 | -32.18% | Q1 2026 | May 08, 2026 |
| Kings Path Partners LLC | History | Added to | 180,236 | 4,796 | 1.65% | 1.67% | 183 | +600 | 0.33% | Q1 2026 | Aug 20, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 179,494 | 4,776 | 2.11% | 1.62% | 184 | +44,754 | 33.22% | Q1 2026 | Apr 15, 2026 |
| Verde Capital Management | History | Reduced | 178,212 | 4,742 | 1.01% | 1.07% | 185 | -10,806 | -5.72% | Q1 2026 | Apr 17, 2026 |
| Columbus Macro, LLC | History | Reduced | 176,961 | 4,708 | 0.5% | 0.61% | 187 | -31,942 | -15.29% | Q1 2026 | Apr 21, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 176,930 | 4,708 | 0.55% | 0.51% | 186 | +9,087 | 5.41% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 175,353 | 4,666 | 0.03% | 0.02% | 188 | +25,552 | 17.06% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 170,267 | 4,530 | 0.01% | 0.0% | 189 | +61,133 | 56.02% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 168,216 | 4,476 | 0.0% | 0.0% | 190 | +135,110 | 408.11% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 167,418 | 4,455 | 0.0% | 0.0% | 191 | -20,355 | -10.84% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 166,846 | 4,439 | 0.14% | 0.14% | 192 | -2,546 | -1.5% | Q1 2026 | Apr 27, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 167,433 | 4,425 | 0.25% | 0.27% | 193 | -7,383 | -4.22% | Q1 2026 | May 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 165,226 | 4,396 | 1.01% | 1.0% | 194 | +4,329 | 2.69% | Q1 2026 | May 04, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 164,853 | 4,386 | 2.59% | 2.54% | 195 | +7,530 | 4.79% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 163,819 | 4,359 | 0.28% | 0.27% | 196 | +9,880 | 6.42% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 162,935 | 4,335 | 0.0% | 0.0% | 197 | -180 | -0.11% | Q1 2026 | May 15, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 160,022 | 4,257 | 1.86% | 2.07% | 198 | -5,580 | -3.37% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 159,625 | 4,247 | 0.05% | 0.05% | 199 | +1,136 | 0.72% | Q1 2026 | Apr 28, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 158,130 | 4,207 | 0.27% | 0.26% | 200 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Management, Inc. | History | Added to | 157,388 | 4,188 | 3.93% | 3.8% | 201 | +6,423 | 4.25% | Q1 2026 | Jul 02, 2026 |
| D.A. DAVIDSON & CO. | History | New | 156,144 | 4,154 | 0.03% | — | 202 | +156,144 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 155,535 | 4,138 | 0.0% | — | 203 | +155,535 | New | Q1 2026 | May 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 154,831 | 4,120 | 1.77% | 1.73% | 204 | +1,432 | 0.93% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 153,542 | 4,085 | 0.0% | 0.0% | 205 | -9,643 | -5.91% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Added to | 151,745 | 4,037 | 1.66% | 1.51% | 206 | +12,387 | 8.89% | Q1 2026 | May 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 149,348 | 3,974 | 1.86% | 1.76% | 207 | +8,423 | 5.98% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 144,457 | 3,844 | 0.15% | 0.01% | 208 | +136,076 | 1623.62% | Q1 2026 | Jun 18, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 143,728 | 3,824 | 1.73% | 1.61% | 209 | +21,239 | 17.34% | Q1 2026 | Apr 20, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 141,964 | 3,776 | 0.32% | 0.26% | 210 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| ALPS ADVISORS INC | History | Added to | 139,680 | 3,716 | 0.02% | 0.02% | 211 | +18,500 | 15.27% | Q1 2026 | May 08, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 135,838 | 3,614 | 1.08% | 1.11% | 212 | +1,872 | 1.4% | Q1 2026 | Apr 06, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 132,456 | 3,524 | 0.1% | 0.1% | 213 | -6,095 | -4.4% | Q1 2026 | Apr 10, 2026 |
| VanderPol Investments L.L.C. | History | No change | 130,013 | 3,444 | 5.99% | 5.99% | 214 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 128,493 | 3,419 | 0.08% | — | 215 | +128,493 | New | Q1 2026 | May 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 125,058 | 3,327 | 0.33% | 0.33% | 216 | +1,869 | 1.52% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 124,222 | 3,305 | 0.12% | 0.06% | 217 | +64,108 | 106.64% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 123,521 | 3,286 | 0.06% | 0.05% | 218 | +8,903 | 7.77% | Q1 2026 | Apr 10, 2026 |
| Red Tortoise LLC | History | Reduced | 122,832 | 3,268 | 1.36% | 1.38% | 219 | -209 | -0.17% | Q1 2026 | Apr 21, 2026 |
| ATLas Financial Planning LLC | History | Added to | 122,106 | 3,249 | 2.91% | 3.02% | 220 | +5,867 | 5.05% | Q1 2026 | Apr 27, 2026 |
| FSA Investment Group, LLC | History | Added to | 121,817 | 3,241 | 1.3% | 1.95% | 221 | +1,031 | 0.85% | Q1 2026 | Apr 21, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 119,355 | 3,176 | 0.25% | 0.25% | 222 | +4,297 | 3.73% | Q1 2026 | May 01, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 119,247 | 3,173 | 0.19% | 0.17% | 223 | +11,999 | 11.19% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 118,452 | 3,151 | 0.28% | 0.38% | 224 | -4,307 | -3.51% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 118,384 | 3,150 | 0.01% | 0.01% | 225 | +30,205 | 34.25% | Q1 2026 | Apr 30, 2026 |
| K2 Financial Inc. | History | Added to | 117,417 | 3,149 | 2.29% | 2.29% | 226 | +5,925 | 5.31% | Q1 2026 | Apr 28, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 118,297 | 3,147 | 0.79% | 0.73% | 227 | +9,837 | 9.07% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 117,355 | 3,122 | 0.08% | 0.11% | 228 | -6,406 | -5.18% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 114,248 | 3,040 | 0.22% | 0.19% | 229 | +2,270 | 2.03% | Q1 2026 | Apr 16, 2026 |
| Patten Group, Inc. | History | Added to | 112,684 | 2,998 | 0.52% | 0.46% | 230 | +18,438 | 19.56% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 112,167 | 2,984 | 0.02% | 0.02% | 231 | +16,117 | 16.78% | Q1 2026 | Apr 15, 2026 |
| Lord & Richards Wealth Management, LLC | History | Reduced | 107,918 | 2,871 | 2.52% | 2.46% | 232 | -104 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Added to | 107,695 | 2,865 | 0.13% | 0.12% | 233 | +10,683 | 11.01% | Q1 2026 | Apr 30, 2026 |
| RHS Financial, LLC | History | Added to | 107,517 | 2,861 | 1.36% | 1.38% | 234 | +605 | 0.57% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 107,255 | 2,854 | 0.21% | 0.19% | 235 | +1,062 | 1.0% | Q1 2026 | Apr 20, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 106,853 | 2,843 | 1.09% | 1.09% | 236 | +3,423 | 3.31% | Q1 2026 | Apr 21, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 51,949 | 2,786 | 0.26% | 0.26% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Added to | 104,633 | 2,784 | 0.38% | 0.32% | 238 | +2,738 | 2.69% | Q1 2026 | Apr 14, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 104,527 | 2,781 | 0.15% | 0.16% | 239 | -5,234 | -4.77% | Q1 2026 | Apr 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 102,878 | 2,737 | 0.02% | 0.02% | 240 | -756 | -0.73% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 103,052 | 2,729 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 101,696 | 2,706 | 0.22% | 0.22% | 242 | -4,890 | -4.59% | Q1 2026 | Apr 06, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 101,024 | 2,688 | 0.74% | 0.86% | 243 | -19,452 | -16.15% | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 100,961 | 2,686 | 0.12% | 0.12% | 244 | +2,737 | 2.79% | Q1 2026 | May 12, 2026 |
| Freedom Financial Partners LLC | History | Added to | 98,100 | 2,610 | 0.93% | 0.92% | 245 | +3,038 | 3.2% | Q1 2026 | Apr 16, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 97,742 | 2,600 | 0.09% | 0.09% | 246 | -1,214 | -1.23% | Q1 2026 | Apr 06, 2026 |
| ALONGSIDE, LLC | History | No change | 97,988 | 2,595 | 0.86% | 0.86% | 247 | 0 | 0.0% | Q4 2025 | Jul 09, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 96,600 | 2,594 | 0.35% | 0.8% | 248 | -60,821 | -38.64% | Q1 2026 | May 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 96,957 | 2,580 | 0.36% | 0.35% | 249 | +3,487 | 3.73% | Q1 2026 | May 14, 2026 |
| McLean Asset Management Corp | History | Added to | 92,688 | 2,466 | 0.43% | 0.43% | 250 | +3,288 | 3.68% | Q1 2026 | Apr 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 91,364 | 2,431 | 0.03% | 0.0% | 251 | +86,943 | 1966.59% | Q1 2026 | Apr 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 91,203 | 2,426 | 1.64% | 1.58% | 252 | +1,721 | 1.92% | Q1 2026 | May 13, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 91,020 | 2,422 | 0.07% | 0.07% | 253 | -664 | -0.72% | Q1 2026 | May 07, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 90,030 | 2,395 | 0.17% | 0.02% | 254 | +80,557 | 850.39% | Q1 2026 | Jul 29, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 89,245 | 2,374 | 1.16% | — | 255 | +89,245 | New | Q1 2026 | Apr 09, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 87,880 | 2,338 | 0.28% | 0.26% | 256 | +7,200 | 8.92% | Q1 2026 | Apr 17, 2026 |
| Veridan Wealth LLC | History | Reduced | 84,973 | 2,261 | 0.84% | 0.76% | 257 | -318 | -0.37% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 84,686 | 2,252 | 0.0% | 0.0% | 258 | -936 | -1.09% | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 83,932 | 2,233 | 0.16% | 0.16% | 259 | +406 | 0.49% | Q1 2026 | May 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 83,826 | 2,230 | 0.29% | 0.47% | 260 | -59,731 | -41.61% | Q1 2026 | May 08, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 83,390 | 2,219 | 0.29% | 0.19% | 261 | +34,337 | 70.0% | Q1 2026 | Apr 28, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 83,085 | 2,210 | 1.29% | 1.5% | 262 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 82,247 | 2,188 | 0.98% | 1.04% | 263 | +281 | 0.34% | Q1 2026 | Apr 29, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 82,067 | 2,183 | 0.61% | 0.63% | 264 | -525 | -0.64% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 81,461 | 2,167 | 0.0% | — | 265 | +81,461 | New | Q1 2026 | May 15, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 81,404 | 2,166 | 0.95% | 0.84% | 266 | +4,546 | 5.91% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 80,781 | 2,147 | 0.33% | 0.35% | 267 | -5,951 | -6.86% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 79,274 | 2,109 | 2.2% | 1.09% | 268 | +37,693 | 90.65% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | New | 77,678 | 2,080 | 0.06% | — | 269 | +77,678 | New | Q1 2026 | May 14, 2026 |
| Veracity Capital LLC | History | Added to | 77,972 | 2,074 | 0.74% | 0.59% | 270 | +2,492 | 3.3% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 77,578 | 2,064 | 0.07% | 0.06% | 271 | +10,209 | 15.15% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 77,359 | 2,058 | 0.01% | 0.01% | 272 | +4,150 | 5.67% | Q1 2026 | Jun 02, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 76,674 | 2,040 | 0.9% | 0.92% | 273 | +1,180 | 1.56% | Q1 2026 | May 27, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | New | 76,286 | 2,029 | 0.61% | — | 274 | +76,286 | New | Q1 2026 | Apr 21, 2026 |
| United Advisor Group, LLC | History | Added to | 75,633 | 2,012 | 0.25% | 0.22% | 275 | +9,084 | 13.65% | Q1 2026 | Apr 17, 2026 |
| Valpey Financial Services, LLC | History | Added to | 75,260 | 2,002 | 1.3% | 1.26% | 276 | +857 | 1.15% | Q1 2026 | May 11, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 74,567 | 1,984 | 0.17% | 0.22% | 277 | -22,644 | -23.29% | Q1 2026 | Apr 15, 2026 |
| Financial Freedom, LLC | History | No change | 72,868 | 1,939 | 0.97% | 0.96% | 278 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 72,567 | 1,931 | 1.27% | 1.3% | 280 | +1,560 | 2.2% | Q1 2026 | Apr 23, 2026 |
| Breakwater Investment Management | History | Reduced | 72,575 | 1,931 | 0.72% | 0.7% | 279 | -40 | -0.06% | Q1 2026 | May 14, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 72,007 | 1,916 | 0.79% | 0.88% | 282 | -6,034 | -7.73% | Q1 2026 | Apr 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 72,056 | 1,916 | 0.14% | 0.15% | 281 | -2,700 | -3.61% | Q1 2026 | May 05, 2026 |
| Veratis Advisors, Inc. | History | No change | 70,452 | 1,889 | 1.5% | 1.5% | 283 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 70,297 | 1,876 | 0.26% | 0.27% | 284 | -1,717 | -2.38% | Q1 2026 | Apr 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 70,060 | 1,864 | 0.53% | 0.0% | 286 | +69,974 | 81365.12% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 70,060 | 1,864 | 0.53% | 0.01% | 285 | +68,965 | 6298.17% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 69,514 | 1,849 | 0.03% | 0.02% | 287 | +4,537 | 6.98% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 69,372 | 1,845 | 0.2% | 0.15% | 288 | +14,047 | 25.39% | Q1 2026 | Apr 15, 2026 |
| American Trust Investment Advisors, LLC | History | Reduced | 68,930 | 1,834 | 1.01% | 0.99% | 289 | -1,140 | -1.63% | Q1 2026 | May 15, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 68,458 | 1,821 | 0.64% | 1.14% | 290 | -60,431 | -46.89% | Q1 2026 | Apr 20, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 68,214 | 1,815 | 0.33% | 0.28% | 291 | +7,050 | 11.53% | Q1 2026 | May 12, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 68,050 | 1,810 | 0.54% | 0.57% | 292 | -818 | -1.19% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 67,944 | 1,795 | 0.0% | 0.0% | 293 | +7,851 | 13.06% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 67,468 | 1,795 | 0.04% | 0.04% | 294 | +1,039 | 1.56% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,337 | 1,791 | 0.0% | 0.0% | 295 | +378 | 0.56% | Q1 2026 | Apr 27, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 67,168 | 1,787 | 1.12% | 1.1% | 296 | -97 | -0.14% | Q1 2026 | Apr 15, 2026 |
| HRT FINANCIAL LP | History | New | 66,306 | 1,764 | 0.0% | — | 297 | +66,306 | New | Q1 2026 | May 14, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 66,126 | 1,759 | 1.03% | 1.0% | 298 | -189 | -0.29% | Q1 2026 | Apr 16, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 65,854 | 1,752 | 1.57% | 2.23% | 299 | -25,666 | -28.04% | Q1 2026 | May 11, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 62,743 | 1,669 | 1.08% | 1.07% | 300 | -689 | -1.09% | Q1 2026 | May 13, 2026 |
| Hyposwiss Advisors SA | History | Added to | 62,236 | 1,656 | 1.64% | 1.59% | 301 | +850 | 1.38% | Q1 2026 | Apr 30, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 61,917 | 1,647 | 0.05% | 0.05% | 302 | +738 | 1.21% | Q1 2026 | Apr 14, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 61,410 | 1,634 | 0.55% | 0.43% | 303 | +625 | 1.03% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 61,635 | 1,632 | 0.12% | 0.12% | 304 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 60,821 | 1,618 | 1.49% | 1.23% | 305 | +6,152 | 11.25% | Q1 2026 | May 05, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 59,494 | 1,583 | 0.1% | 0.1% | 306 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 58,293 | 1,551 | 0.02% | 0.06% | 307 | -140,557 | -70.68% | Q1 2026 | May 05, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 57,831 | 1,538 | 0.1% | 0.12% | 308 | -9,731 | -14.4% | Q1 2026 | Apr 27, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | No change | 57,130 | 1,520 | 1.08% | 1.02% | 309 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 57,050 | 1,518 | 0.25% | 0.25% | 310 | -3,872 | -6.36% | Q1 2026 | May 28, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 56,051 | 1,491 | 1.15% | 1.07% | 311 | +1,706 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 55,316 | 1,471 | 0.06% | 0.05% | 312 | +417 | 0.76% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Added to | 54,384 | 1,447 | 0.02% | 0.02% | 313 | +18,281 | 50.64% | Q1 2026 | May 12, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 54,117 | 1,443 | 0.33% | 0.23% | 314 | -4,690 | -7.98% | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 54,213 | 1,442 | 0.01% | 0.01% | 315 | +1,686 | 3.21% | Q1 2026 | May 08, 2026 |
| Bauman Advisory Group, LLC | History | New | 53,728 | 1,429 | 1.0% | — | 317 | +53,728 | New | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 53,720 | 1,429 | 0.01% | — | 316 | +53,720 | New | Q1 2026 | May 13, 2026 |
| SWS Partners | History | Added to | 52,670 | 1,401 | 0.35% | 0.3% | 318 | +6,281 | 13.54% | Q1 2026 | Apr 21, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 52,521 | 1,397 | 0.93% | 1.02% | 319 | -4,832 | -8.43% | Q1 2026 | Apr 13, 2026 |
| Horizons Wealth Management | History | Reduced | 50,855 | 1,353 | 0.89% | 0.89% | 320 | -616 | -1.2% | Q1 2026 | Apr 02, 2026 |
| High Note Wealth, LLC | History | Reduced | 49,951 | 1,329 | 0.26% | 0.26% | 321 | -30 | -0.06% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 48,718 | 1,296 | 0.0% | 0.0% | 322 | +3,490 | 7.72% | Q1 2026 | May 14, 2026 |
| Goldstone Financial Group, LLC | History | New | 48,629 | 1,294 | 0.14% | — | 323 | +48,629 | New | Q1 2026 | Apr 24, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 47,656 | 1,268 | 0.42% | 0.64% | 324 | -635 | -1.31% | Q1 2026 | Apr 20, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 47,056 | 1,252 | 0.31% | 0.33% | 325 | -1,314 | -2.72% | Q1 2026 | Apr 09, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 46,435 | 1,235 | 0.35% | 0.35% | 326 | +754 | 1.65% | Q1 2026 | Apr 15, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 45,967 | 1,223 | 0.9% | 0.79% | 327 | +3,775 | 8.95% | Q1 2026 | Apr 16, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 45,359 | 1,207 | 0.23% | 0.21% | 328 | +4,231 | 10.29% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 45,335 | 1,206 | 0.0% | 0.0% | 329 | +30,810 | 212.12% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Added to | 45,278 | 1,204 | 0.07% | 0.06% | 330 | +2,146 | 4.98% | Q1 2026 | May 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 45,229 | 1,203 | 0.1% | 0.15% | 331 | -25,527 | -36.08% | Q1 2026 | May 14, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 44,594 | 1,186 | 0.66% | 0.7% | 333 | +8,960 | 25.14% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 44,579 | 1,186 | 0.0% | 0.0% | 332 | -3,429 | -7.14% | Q1 2026 | May 14, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 44,520 | 1,184 | 0.01% | 0.02% | 334 | -8,900 | -16.66% | Q1 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 44,493 | 1,183 | 0.04% | 0.05% | 335 | -2,104 | -4.52% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 44,446 | 1,182 | 0.02% | 0.02% | 336 | -1,769 | -3.83% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 43,999 | 1,170 | 0.02% | 0.01% | 337 | +10,976 | 33.24% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 43,141 | 1,147 | 0.07% | 0.08% | 338 | -2,385 | -5.24% | Q1 2026 | Apr 13, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 42,119 | 1,130 | 0.42% | 0.32% | 339 | +11,846 | 39.13% | Q1 2026 | May 12, 2026 |
| Leeward Financial Partners, LLC | History | No change | 41,380 | 1,101 | 0.33% | 0.31% | 340 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 40,955 | 1,089 | 0.44% | 0.4% | 341 | +2,474 | 6.43% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 40,891 | 1,083 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Maia Wealth LLC | History | Added to | 40,668 | 1,082 | 0.18% | 0.14% | 344 | +9,350 | 29.86% | Q1 2026 | May 08, 2026 |
| LongView Wealth Management | History | Reduced | 40,295 | 1,082 | 0.27% | 0.28% | 343 | -2,869 | -6.65% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 40,457 | 1,073 | 0.01% | 0.0% | 345 | +15,885 | 64.65% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 40,390 | 1,069 | 0.12% | 0.12% | 346 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Square, LLC | History | New | 39,503 | 1,063 | 0.49% | — | 348 | +39,503 | New | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 39,960 | 1,063 | 0.02% | 0.03% | 347 | -216 | -0.54% | Q1 2026 | May 15, 2026 |
| LCNB CORP | History | No change | 39,362 | 1,047 | 0.35% | 0.35% | 349 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 39,217 | 1,043 | 0.02% | — | 350 | +39,217 | New | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 39,057 | 1,039 | 0.26% | — | 351 | +39,057 | New | Q1 2026 | May 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 38,703 | 1,029 | 0.06% | 0.05% | 352 | -1,550 | -3.85% | Q1 2026 | May 15, 2026 |
| Bakala Capital LLC | History | No change | 37,984 | 1,010 | 4.86% | 4.76% | 353 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 37,692 | 1,002 | 0.01% | 0.01% | 354 | -381 | -1.0% | Q1 2026 | Apr 22, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 37,296 | 992 | 1.55% | 1.59% | 355 | +987 | 2.72% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 37,200 | 989 | 0.0% | — | 356 | +37,200 | New | Q1 2026 | May 12, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | New | 37,139 | 988 | 0.41% | — | 357 | +37,139 | New | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Added to | 36,130 | 963 | 0.0% | 0.0% | 358 | +23,099 | 177.26% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 35,863 | 954 | 0.1% | 0.13% | 359 | -8,946 | -19.96% | Q1 2026 | May 12, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 34,711 | 923 | 0.07% | 0.05% | 360 | +5,022 | 16.92% | Q1 2026 | May 13, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 34,345 | 909 | 0.08% | 0.1% | 361 | -1,032 | -2.92% | Q1 2026 | Apr 09, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 34,135 | 908 | 0.15% | 0.23% | 362 | -17,208 | -33.52% | Q1 2026 | Apr 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 34,110 | 907 | 0.67% | 0.65% | 363 | -64 | -0.19% | Q1 2026 | Aug 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 34,061 | 906 | 0.01% | 0.01% | 364 | -262 | -0.76% | Q1 2026 | May 13, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | Reduced | 33,868 | 901 | 0.67% | 0.87% | 365 | -11,507 | -25.36% | Q1 2026 | Jul 16, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 33,793 | 899 | 0.64% | 0.58% | 366 | +1,467 | 4.54% | Q1 2026 | May 12, 2026 |
| Mount Lucas Management LP | History | Added to | 33,769 | 898 | 0.33% | 0.33% | 367 | +2,890 | 9.36% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Reduced | 33,339 | 887 | 0.03% | 0.03% | 368 | -2,228 | -6.26% | Q1 2026 | May 14, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 33,088 | 880 | 0.15% | 0.17% | 369 | -5,068 | -13.28% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 32,383 | 860 | 0.03% | 0.03% | 370 | +3,893 | 13.66% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 32,229 | 857 | 0.01% | 0.01% | 371 | -1,679 | -4.95% | Q1 2026 | May 11, 2026 |
| Friedenthal Financial | History | Added to | 32,133 | 855 | 0.43% | 0.43% | 372 | +286 | 0.9% | Q1 2026 | Apr 20, 2026 |
| American Financial Advisors, LLC | History | Reduced | 32,121 | 854 | 0.11% | 0.11% | 373 | -279 | -0.86% | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 31,991 | 851 | 0.44% | 0.43% | 374 | +310 | 0.98% | Q1 2026 | Apr 10, 2026 |
| Key Capital Management, INC | History | Added to | 31,489 | 837 | 0.55% | 0.0% | 375 | +31,442 | 66897.87% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Added to | 30,977 | 824 | 0.28% | 0.25% | 376 | +560 | 1.84% | Q1 2026 | May 21, 2026 |
| Traub Capital Management LLC | History | Added to | 30,494 | 811 | 0.8% | 0.74% | 377 | +1,325 | 4.54% | Q1 2026 | Apr 23, 2026 |
| FIRST MERCHANTS CORP | History | No change | 30,432 | 809 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 30,201 | 802 | 0.05% | 0.03% | 379 | +2,164 | 7.72% | Q1 2026 | Apr 24, 2026 |
| Simplicity Wealth,LLC | History | New | 29,313 | 780 | 0.04% | — | 380 | +29,313 | New | Q1 2026 | Apr 30, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 29,200 | 777 | 0.14% | 0.14% | 381 | +940 | 3.33% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 29,116 | 774 | 0.06% | 0.05% | 382 | +4,134 | 16.55% | Q1 2026 | May 05, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 29,018 | 772 | 0.4% | 0.4% | 383 | +387 | 1.35% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | New | 28,943 | 770 | 0.04% | — | 384 | +28,943 | New | Q1 2026 | May 05, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 29,002 | 768 | 0.05% | 0.05% | 385 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 28,817 | 766 | 0.27% | 0.3% | 386 | -3,067 | -9.62% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Reduced | 28,532 | 759 | 0.14% | 0.27% | 387 | -18,267 | -39.03% | Q1 2026 | Apr 20, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 28,289 | 753 | 0.06% | 0.05% | 388 | -1,508 | -5.06% | Q1 2026 | May 20, 2026 |
| Fortis Capital Management LLC | History | Reduced | 28,218 | 750 | 0.08% | 0.11% | 389 | -2,547 | -8.28% | Q1 2026 | May 11, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 28,082 | 747 | 0.27% | 0.29% | 390 | -2,073 | -6.87% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 28,029 | 745 | 0.06% | 0.17% | 391 | -54,361 | -65.98% | Q1 2026 | Apr 08, 2026 |
| Center For Asset Management LLC | History | Added to | 27,619 | 734 | 0.36% | 0.32% | 392 | +4,142 | 17.64% | Q1 2026 | Apr 16, 2026 |
| Brookstone Capital Management | History | Added to | 27,465 | 730 | 0.01% | 0.01% | 393 | +4,429 | 19.23% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Added to | 27,352 | 727 | 0.02% | 0.02% | 394 | +2,044 | 8.08% | Q1 2026 | Apr 13, 2026 |
| Hayek Kallen Investment Management | History | New | 27,260 | 725 | 0.24% | — | 395 | +27,260 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 27,088 | 720 | 0.06% | 0.06% | 396 | -2,600 | -8.76% | Q1 2026 | May 01, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 27,080 | 719 | 0.36% | 0.36% | 397 | +474 | 1.78% | Q1 2026 | Apr 20, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 26,856 | 714 | 0.21% | 0.16% | 398 | +10,215 | 61.38% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 26,300 | 705 | 0.01% | 0.03% | 399 | +1,993 | 8.2% | Q1 2026 | May 01, 2026 |
| MYECFO, LLC | History | Added to | 26,488 | 704 | 0.29% | 0.29% | 400 | +1,000 | 3.92% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 26,258 | 698 | 0.21% | 0.2% | 401 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 25,563 | 680 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LifeWealth Investments, LLC | History | New | 25,370 | 675 | 0.2% | — | 403 | +25,370 | New | Q1 2026 | Apr 20, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 24,976 | 672 | 0.0% | 0.0% | 404 | +12,488 | 100.0% | Q1 2026 | May 12, 2026 |
| Rinkey Investments | History | No change | 25,064 | 666 | 0.17% | 0.17% | 405 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 24,621 | 655 | 0.02% | 0.02% | 406 | +4,578 | 22.84% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 24,640 | 655 | 0.0% | 0.0% | 407 | -3,816 | -13.41% | Q1 2026 | Apr 29, 2026 |
| DMC Group, LLC | History | Reduced | 24,546 | 653 | 0.44% | 0.45% | 408 | -820 | -3.23% | Q1 2026 | Apr 30, 2026 |
| Facet Wealth, Inc. | History | Added to | 24,504 | 652 | 0.01% | 0.01% | 409 | +13,623 | 125.2% | Q1 2026 | May 07, 2026 |
| VIAWEALTH, LLC | History | Reduced | 24,085 | 640 | 0.36% | 0.46% | 410 | -7,134 | -22.85% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 23,663 | 629 | 0.02% | 0.02% | 411 | +15,827 | 201.98% | Q1 2026 | May 15, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 23,241 | 618 | 0.12% | 0.12% | 412 | -290 | -1.23% | Q1 2026 | Apr 16, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 23,034 | 612 | 0.06% | 0.05% | 413 | +5,094 | 28.39% | Q1 2026 | Apr 10, 2026 |
| Prossimo Advisors, LLC | History | No change | 23,000 | 612 | 3.72% | 3.92% | 414 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DGS Capital Management, LLC | History | New | 22,575 | 600 | 0.1% | — | 415 | +22,575 | New | Q1 2026 | Apr 28, 2026 |
| JMN Financial LLC | History | New | 22,575 | 600 | 0.59% | — | 416 | +22,575 | New | Q1 2026 | May 15, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 22,350 | 594 | 0.42% | 0.4% | 417 | -635 | -2.76% | Q1 2026 | May 14, 2026 |
| Opus Financial Solutions LLC | History | Added to | 22,306 | 593 | 0.56% | 0.44% | 418 | +4,685 | 26.59% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,697 | 577 | 0.0% | 0.0% | 419 | +2,946 | 15.71% | Q1 2026 | May 14, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 21,761 | 576 | 0.17% | 0.17% | 420 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 21,538 | 573 | 0.01% | 0.01% | 421 | -1,189 | -5.23% | Q1 2026 | May 04, 2026 |
| Shearwater Capital LLC | History | No change | 21,290 | 566 | 0.3% | 0.32% | 422 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 21,213 | 564 | 0.15% | 0.18% | 423 | -3,480 | -14.09% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 21,056 | 560 | 0.0% | 0.0% | 424 | -1,477 | -6.55% | Q1 2026 | May 14, 2026 |
| WT Wealth Management | History | Added to | 21,031 | 559 | 0.17% | 0.15% | 425 | +1,417 | 7.22% | Q1 2026 | Apr 21, 2026 |
| RESOLUTE CAPITAL, LLC | History | Reduced | 20,765 | 552 | 0.22% | 0.25% | 426 | -2,143 | -9.35% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 20,735 | 551 | 0.01% | 0.0% | 427 | +11,506 | 124.67% | Q1 2026 | May 12, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 20,703 | 550 | 0.14% | 0.14% | 428 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 20,579 | 547 | 0.03% | 0.09% | 429 | -54,053 | -72.43% | Q1 2026 | Apr 28, 2026 |
| Wedmont Private Capital | History | Added to | 20,449 | 545 | 0.02% | 0.01% | 430 | +12,089 | 144.61% | Q1 2026 | Apr 09, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 20,443 | 542 | 0.43% | 0.12% | 431 | +15,580 | 320.38% | Q1 2026 | Apr 02, 2026 |
| Krilogy Financial LLC | History | New | 20,227 | 541 | 0.02% | — | 432 | +20,227 | New | Q1 2026 | Apr 17, 2026 |
| Stewardship Advisors, LLC | History | Added to | 20,254 | 538 | 0.12% | 0.11% | 433 | +1,491 | 7.95% | Q1 2026 | Apr 17, 2026 |
| Ascentis Independent Advisors | History | New | 20,051 | 533 | 0.04% | — | 435 | +20,051 | New | Q1 2026 | Apr 28, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 20,063 | 533 | 0.05% | 0.05% | 434 | +959 | 5.02% | Q1 2026 | May 05, 2026 |
| Keener Financial Planning LLC | History | New | 19,980 | 531 | 0.22% | — | 436 | +19,980 | New | Q1 2026 | May 01, 2026 |
| Western Reserve Capital Management, LLC | History | Reduced | 19,778 | 526 | 0.43% | 0.5% | 437 | -380 | -1.89% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 19,723 | 524 | 0.02% | 0.02% | 438 | +1,441 | 7.88% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 19,506 | 519 | 0.07% | 0.07% | 439 | +1,163 | 6.34% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Added to | 19,288 | 513 | 0.36% | 0.26% | 440 | +266 | 1.4% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | New | 19,257 | 512 | 0.0% | — | 442 | +19,257 | New | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | Added to | 19,254 | 512 | 0.02% | 0.01% | 441 | +4,526 | 30.73% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 19,088 | 505 | 0.09% | 0.09% | 443 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Graetz Wealth LLC | History | Added to | 18,950 | 504 | 0.45% | 0.45% | 444 | +130 | 0.69% | Q1 2026 | Apr 30, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 18,712 | 497 | 0.03% | 0.03% | 445 | -41 | -0.22% | Q1 2026 | Apr 29, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 18,671 | 496 | 0.03% | 0.03% | 446 | -2,200 | -10.54% | Q1 2026 | Apr 14, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 18,461 | 496 | 0.26% | 0.31% | 447 | +398 | 2.2% | Q1 2026 | May 18, 2026 |
| Gambit Capital Management, LLC | History | New | 18,546 | 493 | 0.34% | — | 448 | +18,546 | New | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 18,335 | 492 | 0.01% | 0.01% | 449 | -3,751 | -16.98% | Q1 2026 | Apr 20, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 18,400 | 489 | 0.22% | 0.22% | 450 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BRIGHTON JONES LLC | History | New | 18,129 | 482 | 0.01% | — | 452 | +18,129 | New | Q1 2026 | Aug 06, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 18,151 | 482 | 0.28% | 0.45% | 451 | -9,619 | -34.64% | Q1 2026 | Apr 24, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 18,090 | 480 | 0.27% | 0.45% | 453 | -7,212 | -28.5% | Q1 2026 | Apr 14, 2026 |
| Oder Investment Management, LLC | History | Reduced | 17,920 | 476 | 0.37% | 0.36% | 454 | -820 | -4.38% | Q1 2026 | May 05, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 17,864 | 475 | 0.04% | 0.07% | 455 | -19,857 | -52.64% | Q1 2026 | May 11, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 17,804 | 473 | 0.11% | 0.08% | 456 | +8,439 | 90.11% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 17,509 | 465 | 0.01% | 0.01% | 457 | -11,332 | -39.29% | Q1 2026 | May 08, 2026 |
| Farrell Financial LLC | History | Added to | 17,140 | 456 | 0.27% | 0.26% | 459 | +361 | 2.15% | Q1 2026 | Apr 13, 2026 |
| Latitude Advisors, LLC | History | Reduced | 17,153 | 456 | 0.21% | 0.2% | 458 | -191 | -1.1% | Q1 2026 | Apr 27, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 17,015 | 452 | 0.06% | 0.06% | 460 | -9 | -0.05% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 16,869 | 448 | 0.0% | 0.01% | 461 | -759 | -4.31% | Q1 2026 | Apr 20, 2026 |
| Geometric Wealth Advisors | History | Added to | 16,811 | 447 | 0.06% | 0.05% | 462 | +2,587 | 18.19% | Q1 2026 | May 13, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 16,798 | 446 | 0.19% | 0.16% | 463 | +2,889 | 20.77% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 16,708 | 444 | 0.01% | 0.01% | 464 | +2,705 | 19.32% | Q1 2026 | Apr 27, 2026 |
| Lynx Investment Advisory | History | Added to | 16,421 | 436 | 0.21% | 0.23% | 465 | +374 | 2.33% | Q1 2026 | Apr 24, 2026 |
| Coastwise Capital Group, LLC | History | No change | 16,252 | 432 | 0.24% | 0.21% | 466 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16,002 | 425 | 0.01% | 0.01% | 467 | +3,594 | 28.97% | Q1 2026 | Apr 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 15,755 | 419 | 0.01% | 0.06% | 468 | -73,672 | -82.38% | Q1 2026 | Apr 07, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 15,461 | 411 | 0.44% | — | 469 | +15,461 | New | Q1 2026 | Apr 20, 2026 |
| Downshift Financial, LLC | History | Reduced | 15,174 | 407 | 0.21% | 0.43% | 471 | -11,275 | -42.63% | Q1 2026 | Apr 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 15,316 | 407 | 0.01% | 0.01% | 470 | -261 | -1.68% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Reduced | 15,111 | 402 | 0.01% | 0.01% | 472 | -1,559 | -9.35% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 15,253 | 399 | 0.0% | 0.0% | 473 | -1,898 | -11.07% | Q1 2026 | May 15, 2026 |
| North Forty Two & Co. | History | Added to | 14,982 | 398 | 0.37% | 0.35% | 474 | +850 | 6.01% | Q1 2026 | Apr 21, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 14,566 | 387 | 0.15% | 0.15% | 475 | +143 | 0.99% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 14,309 | 380 | 0.04% | 0.05% | 476 | -1,881 | -11.62% | Q1 2026 | May 11, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 14,247 | 379 | 0.4% | 0.34% | 478 | +1,686 | 13.42% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 14,269 | 379 | 0.13% | 0.13% | 477 | -433 | -2.95% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | No change | 14,167 | 376 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Liberty Capital Management, Inc. | History | No change | 14,003 | 370 | 0.07% | 0.07% | 480 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ellenbecker Investment Group | History | Reduced | 13,839 | 368 | 0.05% | 0.06% | 481 | -2,322 | -14.37% | Q1 2026 | Apr 23, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 13,749 | 367 | 0.13% | 0.14% | 482 | +76 | 0.56% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | Added to | 13,556 | 360 | 0.02% | 0.02% | 483 | +1,675 | 14.1% | Q1 2026 | Apr 28, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 13,538 | 360 | 0.12% | 0.13% | 484 | -419 | -3.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 13,084 | 348 | 0.0% | 0.0% | 485 | -4,748 | -26.63% | Q1 2026 | May 14, 2026 |
| WJ Financial Advisors LLC | History | Added to | 13,015 | 346 | 0.28% | 0.29% | 486 | +486 | 3.88% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 12,986 | 345 | 0.02% | 0.02% | 487 | -13 | -0.1% | Q1 2026 | Apr 28, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 12,950 | 344 | 0.1% | 0.11% | 488 | -830 | -6.02% | Q1 2026 | Apr 29, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 12,868 | 342 | 0.13% | 0.11% | 490 | +1,212 | 10.4% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | No change | 12,881 | 342 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 12,817 | 341 | 0.01% | 0.01% | 491 | +2,174 | 20.43% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,740 | 339 | 0.0% | 0.0% | 492 | -2,165 | -14.53% | Q1 2026 | Apr 07, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | New | 12,590 | 335 | 0.05% | — | 494 | +12,590 | New | Q1 2026 | May 01, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 12,562 | 335 | 0.01% | 0.01% | 493 | +1,042 | 9.05% | Q1 2026 | Apr 08, 2026 |
| Hexagon Capital Partners LLC | History | New | 12,523 | 333 | 0.05% | — | 495 | +12,523 | New | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Added to | 12,513 | 332 | 0.07% | 0.04% | 498 | +7,383 | 143.92% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,493 | 332 | 0.01% | 0.01% | 497 | -967 | -7.18% | Q1 2026 | Apr 22, 2026 |
| Blume Capital Management, Inc. | History | No change | 12,500 | 332 | 0.06% | 0.06% | 496 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 12,432 | 330 | 0.24% | 0.24% | 499 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 12,395 | 329 | 0.26% | 0.3% | 500 | -1,446 | -10.45% | Q1 2026 | May 12, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 12,400 | 329 | 0.23% | 0.21% | 501 | +300 | 2.48% | Q1 2026 | May 06, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 12,354 | 328 | 0.03% | — | 503 | +12,354 | New | Q1 2026 | Apr 08, 2026 |
| WFA of San Diego, LLC | History | Reduced | 12,340 | 328 | 0.26% | 0.25% | 502 | -350 | -2.76% | Q1 2026 | May 11, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 12,310 | 327 | 0.02% | 0.02% | 504 | -86 | -0.69% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 12,237 | 325 | 0.0% | 0.0% | 505 | -413 | -3.26% | Q1 2026 | May 12, 2026 |
| Schiavi & Co LLC | History | No change | 12,015 | 319 | 0.09% | 0.1% | 506 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 11,945 | 317 | 0.0% | 0.0% | 507 | +167 | 1.42% | Q1 2026 | May 15, 2026 |
| Avant Financial Advisors LLC | History | No change | 11,881 | 316 | 0.22% | 0.23% | 508 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 11,867 | 315 | 0.14% | 0.14% | 509 | -20 | -0.17% | Q1 2026 | Apr 16, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 11,854 | 314 | 0.03% | 0.03% | 510 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 11,692 | 309 | 0.2% | 0.2% | 511 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 11,504 | 306 | 0.0% | 0.0% | 512 | -11,473 | -49.93% | Q1 2026 | May 15, 2026 |
| CWC Advisors, LLC. | History | Reduced | 11,368 | 302 | 0.14% | 0.15% | 513 | -243 | -2.09% | Q1 2026 | Apr 16, 2026 |
| Plancorp, LLC | History | New | 11,155 | 298 | 0.01% | — | 515 | +11,155 | New | Q1 2026 | Apr 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,233 | 298 | 0.02% | 0.02% | 514 | -956 | -7.84% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Reduced | 11,169 | 297 | 0.01% | 0.01% | 516 | -219 | -1.92% | Q1 2026 | May 05, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 11,141 | 296 | 0.05% | 0.04% | 517 | +2,386 | 27.25% | Q1 2026 | May 06, 2026 |
| Boomfish Wealth Group, LLC | History | New | 11,044 | 293 | 0.16% | — | 519 | +11,044 | New | Q1 2026 | Apr 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,011 | 293 | 0.02% | 0.02% | 518 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 10,891 | 289 | 0.03% | 0.03% | 520 | +77 | 0.71% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,831 | 288 | 0.0% | 0.0% | 521 | +227 | 2.14% | Q1 2026 | Apr 22, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 10,817 | 287 | 0.07% | 0.06% | 522 | +299 | 2.84% | Q1 2026 | Apr 28, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 10,807 | 287 | 0.17% | 0.18% | 523 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 10,732 | 285 | 0.01% | 0.01% | 524 | +906 | 9.22% | Q1 2026 | Apr 27, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 10,664 | 283 | 0.17% | 0.18% | 525 | +56 | 0.53% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,626 | 282 | 0.0% | 0.0% | 526 | +2,287 | 27.43% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 10,508 | 279 | 0.02% | 0.02% | 527 | -3,842 | -26.77% | Q1 2026 | Apr 27, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 10,429 | 277 | 0.05% | 0.05% | 528 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 10,360 | 275 | 0.03% | 0.04% | 529 | -939 | -8.31% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,327 | 274 | 0.0% | 0.0% | 530 | -9,377 | -47.59% | Q1 2026 | May 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 10,305 | 274 | 0.04% | 0.04% | 531 | -1 | -0.01% | Q1 2026 | May 07, 2026 |
| Hardin Capital Partners, LLC | History | No change | 10,295 | 273 | 0.13% | 0.13% | 532 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 9,999 | 266 | 0.01% | 0.03% | 534 | -33,576 | -77.05% | Q1 2026 | May 18, 2026 |
| FWG Investments, LLC. | History | New | 10,022 | 266 | 0.17% | — | 538 | +10,022 | New | Q1 2026 | Apr 21, 2026 |
| Compass Ion Advisors, LLC | History | New | 10,013 | 266 | 0.03% | — | 536 | +10,013 | New | Q1 2026 | Apr 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 10,000 | 266 | 0.14% | — | 537 | +10,000 | New | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 10,004 | 266 | 0.02% | 0.02% | 533 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VPR Management LLC | History | No change | 10,000 | 266 | 0.11% | 0.12% | 535 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Carter Financial Group, INC. | History | Reduced | 9,931 | 264 | 0.16% | 0.16% | 539 | -261 | -2.56% | Q1 2026 | Apr 27, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 9,918 | 263 | 0.02% | 0.01% | 540 | +1,140 | 12.99% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 9,883 | 262 | 0.0% | 0.0% | 541 | +1,204 | 13.87% | Q1 2026 | Apr 17, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 9,706 | 258 | 0.07% | 0.08% | 542 | -1,690 | -14.83% | Q1 2026 | May 11, 2026 |
| Powell Investment Advisors, LLC | History | No change | 9,698 | 258 | 0.09% | 0.09% | 543 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hippocratic Financial Advisors, LLC | History | New | 9,688 | 257 | 0.11% | — | 544 | +9,688 | New | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Reduced | 9,608 | 255 | 0.01% | 0.01% | 545 | -849 | -8.12% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 9,456 | 251 | 0.0% | — | 547 | +9,456 | New | Q1 2026 | May 15, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 9,455 | 251 | 0.26% | 0.28% | 546 | -100 | -1.05% | Q1 2026 | Apr 29, 2026 |
| Greenfield Seitz Capital Management, LLC | History | New | 9,376 | 249 | 0.08% | — | 548 | +9,376 | New | Q1 2026 | Apr 24, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,303 | 247 | 0.0% | 0.0% | 549 | +1,511 | 19.39% | Q1 2026 | Apr 30, 2026 |
| PW Nova Financial Services LLC | History | Added to | 9,279 | 246 | 0.06% | 0.08% | 551 | +873 | 10.39% | Q1 2026 | Apr 15, 2026 |
| Alhambra Investment Management LLC | History | No change | 9,282 | 246 | 0.11% | 0.11% | 550 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 9,185 | 244 | 0.01% | — | 552 | +9,185 | New | Q1 2026 | May 11, 2026 |
| Sound Stewardship, LLC | History | Added to | 9,092 | 241 | 0.11% | 0.11% | 553 | +197 | 2.21% | Q1 2026 | Apr 10, 2026 |
| Fruth Investment Management | History | Reduced | 9,000 | 239 | 0.06% | 0.09% | 554 | -3,000 | -25.0% | Q1 2026 | Apr 21, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 8,976 | 238 | 0.13% | 0.14% | 555 | -376 | -4.02% | Q1 2026 | Apr 09, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 8,857 | 235 | 0.03% | — | 556 | +8,857 | New | Q1 2026 | Apr 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 8,590 | 228 | 0.03% | 0.01% | 558 | +5,432 | 172.01% | Q1 2026 | Apr 08, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 8,591 | 228 | 0.04% | 0.04% | 557 | -450 | -4.98% | Q1 2026 | Apr 08, 2026 |
| Goodwin Investment Advisory | History | Added to | 8,537 | 227 | 0.27% | 0.22% | 559 | +846 | 11.0% | Q1 2026 | May 12, 2026 |
| Jacobs Equity LLC | History | Added to | 8,555 | 227 | 0.2% | 0.2% | 560 | +549 | 6.86% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 8,510 | 226 | 0.01% | 0.01% | 561 | -176 | -2.03% | Q1 2026 | May 07, 2026 |
| ENTREWEALTH, LLC | History | Added to | 8,475 | 225 | 0.1% | 0.09% | 562 | +607 | 7.71% | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | Reduced | 8,444 | 224 | 0.02% | 0.04% | 563 | -8,659 | -50.63% | Q1 2026 | Apr 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 8,435 | 224 | 0.0% | — | 564 | +8,435 | New | Q1 2026 | May 01, 2026 |
| Independent Wealth Network Inc. | History | New | 8,396 | 223 | 0.07% | — | 565 | +8,396 | New | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | New | 8,270 | 221 | 0.02% | — | 567 | +8,270 | New | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 8,342 | 221 | 0.03% | 0.04% | 566 | -1,596 | -16.06% | Q1 2026 | May 13, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 8,302 | 220 | 0.02% | 0.02% | 568 | -250 | -2.92% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,245 | 219 | 0.01% | 0.01% | 569 | -542 | -6.17% | Q1 2026 | Apr 20, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 8,200 | 218 | 0.1% | 0.1% | 570 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 8,190 | 217 | 0.0% | 0.0% | 571 | -141 | -1.69% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | No change | 8,192 | 217 | 0.05% | 0.05% | 572 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | New | 8,086 | 215 | 0.03% | — | 574 | +8,086 | New | Q1 2026 | Apr 21, 2026 |
| 93 Financial Group, LLC | History | Reduced | 8,107 | 215 | 0.1% | 0.09% | 573 | -86 | -1.05% | Q1 2026 | May 05, 2026 |
| True Vision MN LLC | History | Added to | 8,072 | 214 | 0.11% | 0.11% | 575 | +28 | 0.35% | Q1 2026 | Apr 16, 2026 |
| GeoWealth Management, LLC | History | Added to | 8,011 | 213 | 0.01% | 0.01% | 576 | +249 | 3.21% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 8,037 | 213 | 0.01% | 0.01% | 577 | -24 | -0.3% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,932 | 211 | 0.01% | 0.01% | 578 | -823 | -9.4% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 7,917 | 211 | 0.03% | 0.03% | 579 | +242 | 3.15% | Q1 2026 | Apr 22, 2026 |
| Strategic Investment Advisors / MI | History | New | 7,926 | 210 | 0.01% | — | 581 | +7,926 | New | Q1 2026 | May 18, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 7,894 | 210 | 0.07% | 0.07% | 580 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SVB WEALTH LLC | History | Reduced | 7,743 | 206 | 0.01% | 0.02% | 582 | -2,218 | -22.27% | Q1 2026 | Apr 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 7,682 | 204 | 0.0% | — | 583 | +7,682 | New | Q1 2026 | May 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 7,609 | 202 | 0.0% | — | 584 | +7,609 | New | Q1 2026 | May 13, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 7,528 | 200 | 0.18% | 1.74% | 585 | -82,391 | -91.63% | Q1 2026 | Apr 24, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 7,544 | 200 | 0.03% | 0.17% | 586 | -34,964 | -82.25% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 7,415 | 198 | 0.03% | 0.01% | 587 | +5,213 | 236.74% | Q1 2026 | May 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 7,063 | 187 | 0.12% | 0.07% | 588 | -1,135 | -13.84% | Q1 2026 | May 01, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 6,823 | 181 | 0.12% | 0.12% | 589 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | Added to | 6,496 | 172 | 0.01% | 0.01% | 590 | +3,879 | 148.22% | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 6,384 | 169 | 0.01% | — | 591 | +6,384 | New | Q1 2026 | May 15, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 6,221 | 165 | 0.05% | 0.05% | 592 | -259 | -4.0% | Q1 2026 | Jun 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 5,875 | 156 | 0.01% | — | 593 | +5,875 | New | Q1 2026 | May 18, 2026 |
| WPG Advisers, LLC | History | Reduced | 5,543 | 147 | 0.11% | 0.12% | 594 | -463 | -7.71% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,389 | 143 | 0.01% | 0.0% | 595 | +2,371 | 78.56% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,010 | 133 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 4,948 | 131 | 0.13% | 0.11% | 597 | +575 | 13.15% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,729 | 125 | 0.0% | 0.0% | 598 | -700 | -12.89% | Q1 2026 | Jun 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 4,601 | 122 | 0.0% | 0.0% | 599 | -102 | -2.17% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,364 | 117 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,213 | 112 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BIRCHBROOK, INC. | History | No change | 4,222 | 112 | 0.05% | 0.06% | 602 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fairscale Capital, LLC | History | No change | 4,000 | 106 | 0.07% | 0.07% | 603 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Reduced | 3,935 | 104 | 0.0% | 0.01% | 604 | -1,925 | -32.85% | Q1 2026 | Apr 28, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 3,825 | 101 | 0.08% | 0.09% | 607 | -875 | -18.62% | Q1 2026 | Apr 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 3,808 | 101 | 0.01% | 0.01% | 606 | +375 | 10.92% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 3,822 | 101 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST HORIZON CORP | History | Added to | 3,766 | 100 | 0.0% | 0.0% | 608 | +3,704 | 5974.19% | Q1 2026 | Apr 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 3,730 | 99 | 0.09% | 0.0% | 610 | +3,666 | 5728.13% | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 3,733 | 99 | 0.01% | 0.01% | 609 | +1,643 | 78.61% | Q1 2026 | Apr 24, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 3,550 | 94 | 0.03% | 0.03% | 611 | +57 | 1.63% | Q1 2026 | Apr 28, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 3,487 | 92 | 0.07% | 0.08% | 612 | +148 | 4.43% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Reduced | 3,425 | 91 | 0.0% | 0.02% | 613 | -10,325 | -75.09% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,327 | 88 | 0.0% | 0.0% | 614 | +1,673 | 101.15% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Reduced | 3,330 | 88 | 0.05% | 0.06% | 615 | -192 | -5.45% | Q1 2026 | May 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 2,882 | 76 | 0.04% | 0.07% | 616 | -2,516 | -46.61% | Q1 2026 | May 05, 2026 |
| Key FInancial Inc | History | Reduced | 2,888 | 76 | 0.01% | 0.01% | 617 | -44 | -1.5% | Q1 2026 | Apr 24, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2,871 | 76 | 0.07% | 0.07% | 618 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,792 | 74 | 0.02% | 0.02% | 619 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cordant, Inc. | History | No change | 2,726 | 72 | 0.03% | 0.03% | 620 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 2,671 | 71 | 0.01% | 0.01% | 621 | -38 | -1.4% | Q1 2026 | May 06, 2026 |
| Pacifica Partners Inc. | History | No change | 2,665 | 70 | 0.02% | 0.03% | 622 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 2,449 | 65 | 0.01% | 0.01% | 623 | -17 | -0.69% | Q1 2026 | May 18, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,406 | 64 | 0.01% | 0.01% | 624 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2,435 | 64 | 0.04% | 0.04% | 625 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Front Row Advisors LLC | History | No change | 2,402 | 63 | 0.02% | 0.02% | 626 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,340 | 62 | 0.0% | 0.0% | 627 | +1,500 | 178.57% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,296 | 61 | 0.0% | 0.0% | 628 | +897 | 64.12% | Q1 2026 | May 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 2,200 | 58 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,116 | 56 | 0.0% | 0.0% | 630 | +1,677 | 382.0% | Q1 2026 | May 01, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 2,116 | 56 | 0.04% | 0.06% | 631 | -1,000 | -32.09% | Q1 2026 | May 08, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 2,072 | 55 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Human Investing LLC | History | New | 1,961 | 52 | 0.01% | — | 633 | +1,961 | New | Q1 2026 | May 07, 2026 |
| Pflug Koory, LLC | History | No change | 1,954 | 51 | 0.02% | 0.02% | 634 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LGT Financial Advisors LLC | History | Added to | 1,887 | 50 | 0.26% | 0.29% | 635 | +59 | 3.23% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | No change | 1,900 | 50 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | No change | 1,816 | 48 | 0.01% | 0.01% | 637 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 1,770 | 47 | 0.04% | — | 638 | +1,770 | New | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,725 | 45 | 0.0% | 0.0% | 639 | -3,292 | -65.62% | Q1 2026 | Apr 20, 2026 |
| Kilter Group LLC | History | Added to | 1,636 | 43 | 0.02% | 0.0% | 640 | +1,189 | 266.0% | Q1 2026 | May 14, 2026 |
| Bank of New Hampshire | History | New | 1,463 | 38 | 0.01% | — | 641 | +1,463 | New | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | Reduced | 1,423 | 37 | 0.01% | 0.01% | 642 | -210 | -12.86% | Q1 2026 | Apr 10, 2026 |
| Burk Holdings LLC | History | New | 1,347 | 35 | 0.02% | — | 643 | +1,347 | New | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,316 | 34 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,260 | 33 | 0.0% | 0.0% | 646 | -161 | -11.33% | Q1 2026 | May 12, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 1,260 | 33 | 0.02% | 0.02% | 645 | +60 | 5.0% | Q1 2026 | Apr 16, 2026 |
| Bravera Wealth | History | Added to | 1,242 | 33 | 0.01% | 0.02% | 647 | +14 | 1.14% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,228 | 32 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Independence Bank of Kentucky | History | No change | 1,200 | 31 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,154 | 30 | 0.0% | — | 650 | +1,154 | New | Q1 2026 | Apr 29, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,106 | 29 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | No change | 1,098 | 29 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Olistico Wealth, LLC | History | No change | 1,114 | 29 | 0.01% | 0.01% | 653 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,117 | 29 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Archer Investment Corp | History | Added to | 971 | 25 | 0.01% | 0.0% | 655 | +660 | 212.22% | Q1 2026 | May 04, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 886 | 23 | 0.0% | 0.0% | 656 | +689 | 349.75% | Q1 2026 | May 11, 2026 |
| Clarity Asset Management, Inc. | History | New | 814 | 21 | 0.01% | — | 658 | +814 | New | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 798 | 21 | 0.0% | — | 657 | +779 | 4100.0% | Q1 2026 | Apr 28, 2026 |
| WealthShield Partners, LLC | History | No change | 754 | 20 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 685 | 18 | 0.0% | — | 661 | +685 | New | Q1 2026 | May 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 686 | 18 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | Added to | 673 | 17 | 0.0% | 0.0% | 662 | +379 | 128.91% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 629 | 16 | 0.0% | — | 664 | +629 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 632 | 16 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 568 | 15 | 0.0% | — | 665 | +536 | 1675.0% | Q1 2026 | Apr 23, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 559 | 14 | 0.0% | 0.0% | 666 | +376 | 205.46% | Q1 2026 | Apr 14, 2026 |
| S&T BANK/PA | History | Reduced | 490 | 13 | 0.0% | 0.02% | 667 | -1,623 | -76.81% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, Inc. | History | New | 497 | 13 | 0.0% | — | 671 | +497 | New | Q1 2026 | May 08, 2026 |
| PlanVest Financial, Inc | History | New | 497 | 13 | 0.01% | — | 672 | +497 | New | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 524 | 13 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 514 | 13 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 515 | 13 | 0.01% | 0.01% | 670 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 456 | 12 | 0.0% | — | 673 | +456 | New | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 437 | 11 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFG Advisory, LLC | History | Reduced | 400 | 10 | 0.03% | 0.03% | 676 | -22,289 | -98.24% | Q1 2026 | May 12, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 392 | 10 | 0.0% | 0.0% | 678 | +8 | 2.08% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Added to | 399 | 10 | 0.0% | 0.0% | 677 | +6 | 1.53% | Q1 2026 | Apr 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 376 | 10 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PFS Partners, LLC | History | No change | 384 | 10 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Longview Financial Advisors, Inc. | History | New | 340 | 9 | 0.01% | — | 681 | +340 | New | Q1 2026 | Apr 20, 2026 |
| Copia Wealth Management | History | No change | 367 | 9 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HOWE & RUSLING INC | History | Reduced | 324 | 8 | 0.0% | 0.01% | 682 | -3,433 | -91.38% | Q1 2026 | Apr 28, 2026 |
| United Financial Planning Group LLC | History | New | 312 | 8 | 0.0% | — | 686 | +312 | New | Q1 2026 | May 08, 2026 |
| Networth Advisors, LLC | History | Added to | 304 | 8 | 0.01% | — | 685 | +300 | 7500.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Holdings, LLC | History | No change | 308 | 8 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 302 | 8 | 0.01% | 0.0% | 684 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 283 | 7 | 0.01% | — | 691 | +249 | 732.35% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 286 | 7 | 0.0% | 0.0% | 690 | -85 | -22.91% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 275 | 7 | 0.0% | 0.0% | 689 | -14 | -4.84% | Q1 2026 | Apr 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 296 | 7 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 280 | 7 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 244 | 6 | 0.0% | 0.0% | 692 | -237 | -49.27% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | New | 220 | 6 | 0.0% | — | 694 | +220 | New | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | No change | 228 | 6 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | New | 211 | 5 | 0.0% | — | 699 | +211 | New | Q1 2026 | May 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 191 | 5 | 0.0% | 0.0% | 695 | -187 | -49.47% | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 194 | 5 | 0.0% | — | 696 | +180 | 1285.71% | Q1 2026 | Apr 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 216 | 5 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 224 | 5 | 0.0% | 0.0% | 698 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HM PAYSON & CO | History | Added to | 176 | 4 | 0.0% | — | 700 | +164 | 1366.67% | Q1 2026 | Apr 13, 2026 |
| Scarborough Advisors, LLC | History | New | 162 | 4 | 0.0% | — | 706 | +162 | New | Q1 2026 | May 07, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 162 | 4 | 0.0% | 0.0% | 704 | -50 | -23.58% | Q1 2026 | May 01, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 182 | 4 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 178 | 4 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Winthrop Capital Management, LLC | History | No change | 132 | 4 | 0.0% | 0.0% | 703 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Paladin Partners, LLC | History | No change | 186 | 4 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q1 2026 | Jun 25, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 141 | 3 | 0.0% | — | 711 | +141 | New | Q1 2026 | Apr 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 142 | 3 | 0.0% | 0.01% | 710 | -139 | -49.47% | Q1 2026 | Jul 01, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 131 | 3 | 0.0% | 0.0% | 709 | +62 | 89.86% | Q1 2026 | May 01, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 132 | 3 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 138 | 3 | 0.0% | 0.0% | 708 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kozak & Associates, Inc. | History | New | 110 | 2 | 0.0% | — | 719 | +110 | New | Q1 2026 | Apr 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 101 | 2 | 0.0% | — | 717 | +101 | New | Q1 2026 | May 08, 2026 |
| Community Bank, N.A. | History | New | 96 | 2 | 0.0% | — | 718 | +96 | New | Q1 2026 | May 12, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 96 | 2 | 0.0% | — | 720 | +96 | New | Q1 2026 | Apr 16, 2026 |
| Solstein Capital, LLC | History | Added to | 79 | 2 | 0.0% | — | 713 | +65 | 464.29% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 84 | 2 | 0.0% | 0.0% | 712 | -14 | -14.29% | Q1 2026 | Apr 07, 2026 |
| Graney & King, LLC | History | Added to | 101 | 2 | 0.0% | 0.0% | 714 | +12 | 13.48% | Q1 2026 | May 18, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 98 | 2 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 76 | 2 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 62 | 1 | 0.0% | 0.0% | 722 | -1,000 | -94.16% | Q1 2026 | Apr 21, 2026 |
| Avion Wealth | History | Reduced | 68 | 1 | 0.0% | 0.0% | 724 | -256 | -79.01% | Q1 2026 | May 01, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 725 | -84 | -68.85% | Q1 2026 | May 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 67 | 1 | 0.0% | — | 727 | +67 | New | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 38 | 1 | 0.0% | — | 728 | +38 | New | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 48 | 1 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Princeton Global Asset Management LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Temasek Holdings (Private) Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -1,410,000 | -100.0% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -496,317 | -100.0% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -266,921 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -94,634 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -66,899 | -100.0% | Q1 2026 | Aug 10, 2026 |
| CORRADO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -64,302 | -100.0% | Q1 2026 | Apr 30, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -59,210 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -50,874 | -100.0% | Q1 2026 | May 11, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.76% | — | -50,746 | -100.0% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -40,386 | -100.0% | Q1 2026 | May 15, 2026 |
| Journey Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -28,390 | -100.0% | Q1 2026 | May 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -26,097 | -100.0% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,296 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -19,679 | -100.0% | Q1 2026 | May 01, 2026 |
| ASPIRIANT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,367 | -100.0% | Q1 2026 | May 12, 2026 |
| Millstone Evans Group, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -17,753 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -16,466 | -100.0% | Q1 2026 | May 06, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,226 | -100.0% | Q1 2026 | May 14, 2026 |
| Mengis Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -14,700 | -100.0% | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,754 | -100.0% | Q1 2026 | May 01, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,523 | -100.0% | Q1 2026 | May 05, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.21% | — | -13,352 | -100.0% | Q1 2026 | May 13, 2026 |
| Integrity Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -12,594 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,130 | -100.0% | Q1 2026 | May 01, 2026 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,225 | -100.0% | Q1 2026 | May 15, 2026 |
| Madden Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -8,194 | -100.0% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,039 | -100.0% | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,636 | -100.0% | Q1 2026 | May 11, 2026 |
| HCR Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -7,564 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,556 | -100.0% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,170 | -100.0% | Q1 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,429 | -100.0% | Q1 2026 | May 15, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,887 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -735 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -418 | -100.0% | Q1 2026 | May 04, 2026 |
| Grey Ledge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -346 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -326 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Triumph Capital Management | History | Reduced | 18 | 0 | — | 0.0% | — | -306 | -94.44% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 08, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | Apr 27, 2026 |
| GHP Investment Advisors, Inc. | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | Apr 21, 2026 |
| Creative Capital Management Investments LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 21, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 13, 2026 |
| Portus Wealth Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 22, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 01, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 05, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 04, 2026 |
| Talon Private Wealth, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 27, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 19, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 28, 2026 |
| Clayton Financial Group LLC | History | Reduced | 10 | 0 | — | — | — | -3 | -23.08% | Q1 2026 | Apr 13, 2026 |
| Capital Advisor Network LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Management Professionals, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| First Pacific Financial | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |