SCHWAB STRATEGIC TRUST - SCHZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 13,282,650 | 307,626 | 0.02% | 0.02% | 1 | +694,430 | 5.52% | Q1 2026 | May 13, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 9,693,597 | 225,085 | 20.23% | 19.47% | 2 | +735,662 | 8.21% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 7,710,661 | 179,041 | 4.92% | 4.87% | 3 | +263,321 | 3.54% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,469,090 | 150,234 | 0.03% | 0.03% | 4 | +101,118 | 1.59% | Q1 2026 | May 15, 2026 |
| Charles Schwab Trust Co | History | Added to | 6,414,972 | 148,955 | 9.66% | 9.55% | 5 | +199,784 | 3.21% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 5,413,829 | 125,709 | 0.26% | 0.24% | 6 | +17,378 | 0.32% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 4,789,548 | 111,213 | 0.29% | 0.25% | 7 | +767,142 | 19.07% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,491,138 | 104,284 | 0.11% | 0.11% | 8 | +373,196 | 9.06% | Q1 2026 | May 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 3,320,799 | 77,108 | 7.5% | 6.16% | 9 | +377,186 | 12.81% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,294,468 | 76,497 | 0.02% | 0.02% | 10 | +969,715 | 41.71% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,131,198 | 72,706 | 0.01% | 0.01% | 11 | -617,498 | -16.47% | Q1 2026 | May 15, 2026 |
| RATIONAL ADVISORS, INC. | History | New | 3,076,262 | 71,430 | 7.29% | — | 12 | +3,076,262 | New | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,273,858 | 52,798 | 0.0% | 0.0% | 13 | +1,282,095 | 129.27% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,192,525 | 50,910 | 0.1% | 0.13% | 14 | -1,759,012 | -44.51% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Added to | 2,156,252 | 50,068 | 0.06% | 0.06% | 15 | +19,868 | 0.93% | Q1 2026 | May 13, 2026 |
| Pioneer Wealth Management Group | History | Added to | 1,999,801 | 46,435 | 13.02% | 12.87% | 16 | +185,543 | 10.23% | Q1 2026 | Apr 08, 2026 |
| McAdam, LLC | History | Added to | 1,990,840 | 46,227 | 2.08% | 2.05% | 17 | +74,795 | 3.9% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,897,393 | 43,741 | 0.02% | 0.02% | 18 | +414,517 | 27.95% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,790,371 | 41,572 | 0.06% | 0.02% | 19 | +1,168,645 | 187.97% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,767,932 | 41,051 | 0.04% | 0.04% | 20 | +115,427 | 6.98% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 1,635,135 | 37,967 | 0.32% | 0.19% | 21 | +749,222 | 84.57% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,617,419 | 37,556 | 1.18% | 1.07% | 22 | +175,475 | 12.17% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,603,152 | 37,225 | 0.36% | 0.71% | 23 | -1,514,810 | -48.58% | Q1 2026 | May 08, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 1,570,095 | 36,457 | 24.31% | 23.92% | 24 | +101,962 | 6.95% | Q1 2026 | Apr 17, 2026 |
| Destination Wealth Management | History | Reduced | 1,555,452 | 36,117 | 0.94% | 1.19% | 25 | -390,324 | -20.06% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,516,289 | 35,208 | 0.4% | 0.41% | 26 | -35,260 | -2.27% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 1,500,574 | 34,843 | 10.85% | 10.65% | 27 | +22,821 | 1.54% | Q1 2026 | Apr 29, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 1,421,006 | 33,065 | 4.54% | 4.9% | 28 | +31,838 | 2.29% | Q1 2026 | Apr 28, 2026 |
| KilterHowling LLC | History | Added to | 1,344,150 | 31,211 | 15.74% | 14.88% | 29 | +87,706 | 6.98% | Q1 2026 | May 12, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 1,326,270 | 30,795 | 18.62% | 18.0% | 30 | +74,723 | 5.97% | Q1 2026 | Apr 17, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 1,294,961 | 30,069 | 5.76% | 5.64% | 31 | +23,715 | 1.87% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,249,930 | 29,023 | 0.0% | 0.0% | 32 | +66,647 | 5.63% | Q1 2026 | May 15, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 1,235,661 | 28,692 | 7.18% | 6.76% | 33 | +83,583 | 7.25% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,219,890 | 28,252 | 0.48% | 0.5% | 34 | +40,655 | 3.45% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,209,030 | 28,073 | 0.45% | 0.47% | 35 | +23,243 | 1.96% | Q1 2026 | May 15, 2026 |
| Plum Street Advisors, LLC | History | Added to | 1,198,403 | 27,826 | 9.64% | 9.41% | 36 | +67,462 | 5.97% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,167,596 | 27,111 | 0.04% | 0.04% | 37 | +89,893 | 8.34% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 1,116,835 | 26,100 | 1.94% | 1.94% | 38 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LPL Financial LLC | History | Added to | 1,094,775 | 25,420 | 0.01% | 0.01% | 39 | +252,137 | 29.92% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 1,064,646 | 24,721 | 0.57% | 0.97% | 40 | +198,085 | 22.86% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,062,679 | 24,675 | 0.27% | 0.27% | 41 | +196,231 | 22.65% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Management Group | History | Reduced | 1,014,783 | 23,563 | 5.15% | 5.23% | 42 | -4,068 | -0.4% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 1,014,783 | 23,563 | 3.67% | 3.75% | 43 | -4,068 | -0.4% | Q1 2026 | May 01, 2026 |
| TSA Wealth Managment LLC | History | Added to | 957,984 | 22,244 | 7.19% | 7.27% | 44 | +19,237 | 2.05% | Q1 2026 | May 01, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 946,329 | 21,973 | 7.71% | 9.0% | 45 | -192,859 | -16.93% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 928,751 | 21,565 | 0.01% | 0.02% | 46 | -24,306 | -2.55% | Q1 2026 | May 12, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 922,027 | 21,409 | 3.8% | 3.82% | 47 | +39,090 | 4.43% | Q1 2026 | Apr 22, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 905,026 | 21,014 | 0.31% | 0.33% | 48 | -30,888 | -3.3% | Q1 2026 | Apr 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 870,949 | 20,223 | 0.11% | 0.11% | 49 | +31,592 | 3.76% | Q1 2026 | May 05, 2026 |
| One Wealth Advisors, LLC | History | Added to | 851,946 | 19,782 | 2.46% | 2.28% | 50 | +54,679 | 6.86% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Added to | 845,884 | 19,641 | 0.09% | 0.06% | 51 | +387,892 | 84.69% | Q1 2026 | May 04, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 843,679 | 19,590 | 5.47% | 5.42% | 52 | +20,683 | 2.51% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 797,771 | 18,524 | 0.14% | 0.14% | 53 | +16,689 | 2.14% | Q1 2026 | May 12, 2026 |
| Revisor Wealth Management LLC | History | Added to | 797,226 | 18,511 | 5.11% | 4.64% | 54 | +56,943 | 7.69% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 760,743 | 17,664 | 0.03% | 0.03% | 55 | -178,554 | -19.01% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 751,102 | 17,440 | 0.01% | — | 56 | +751,102 | New | Q1 2026 | May 12, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 739,543 | 17,172 | 2.23% | 2.17% | 57 | -50,061 | -6.34% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 687,811 | 15,970 | 0.34% | 0.35% | 58 | -3,013 | -0.44% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 671,920 | 15,601 | 0.0% | 0.01% | 59 | -20,619 | -2.98% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 670,123 | 15,560 | 0.54% | 0.5% | 60 | +41,776 | 6.65% | Q1 2026 | May 15, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 665,693 | 15,457 | 10.09% | 9.34% | 61 | +25,685 | 4.01% | Q1 2026 | Apr 21, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 664,104 | 15,420 | 2.09% | 2.17% | 62 | -7,362 | -1.1% | Q1 2026 | Apr 17, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 640,396 | 14,870 | 2.91% | 2.83% | 63 | +12,803 | 2.04% | Q1 2026 | Apr 30, 2026 |
| Arnold Financial Planning LLC | History | Added to | 638,805 | 14,833 | 13.86% | 13.59% | 64 | +74,601 | 13.22% | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Reduced | 617,394 | 14,335 | 0.0% | 0.0% | 65 | -57,278 | -8.49% | Q1 2026 | May 05, 2026 |
| Columbus Macro, LLC | History | Added to | 615,159 | 14,283 | 1.53% | 1.53% | 66 | +17,646 | 2.95% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 599,748 | 14,010 | 0.96% | 1.08% | 67 | -33,954 | -5.36% | Q1 2026 | Apr 29, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 572,537 | 13,724 | 12.46% | 11.91% | 68 | +13,880 | 2.48% | Q1 2026 | May 07, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 589,043 | 13,677 | 1.93% | 1.78% | 69 | +39,361 | 7.16% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 585,144 | 13,592 | 0.08% | 0.08% | 70 | +22,046 | 3.92% | Q1 2026 | May 15, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 583,912 | 13,558 | 3.73% | 3.74% | 71 | +9,561 | 1.66% | Q1 2026 | Apr 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 546,284 | 12,684 | 5.44% | 5.29% | 72 | +15,833 | 2.98% | Q1 2026 | Apr 20, 2026 |
| MYECFO, LLC | History | Added to | 526,687 | 12,229 | 5.12% | 5.09% | 73 | +13,316 | 2.59% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 525,934 | 12,212 | 0.06% | 0.06% | 74 | +2,514 | 0.48% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 505,777 | 11,820 | 7.49% | 7.49% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 467,808 | 10,862 | 0.32% | 0.33% | 76 | -2,017 | -0.43% | Q1 2026 | Apr 14, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 466,685 | 10,836 | 11.11% | 10.87% | 77 | +14,885 | 3.29% | Q1 2026 | May 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 465,472 | 10,808 | 1.31% | 1.25% | 78 | +23,718 | 5.37% | Q1 2026 | Apr 23, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 464,192 | 10,778 | 4.75% | 4.56% | 79 | -2,238 | -0.48% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 442,384 | 10,272 | 0.05% | 0.06% | 80 | +68,147 | 18.21% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 440,395 | 10,225 | 2.35% | 2.13% | 81 | +42,600 | 10.71% | Q1 2026 | Apr 28, 2026 |
| Apriem Advisors | History | Reduced | 436,285 | 10,130 | 0.97% | 0.99% | 82 | -24,567 | -5.33% | Q1 2026 | May 14, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 422,007 | 9,799 | 3.0% | 2.4% | 83 | +86,590 | 25.82% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 415,126 | 9,639 | 0.2% | 0.19% | 84 | +10,143 | 2.5% | Q1 2026 | Apr 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 409,603 | 9,510 | 2.0% | 2.38% | 85 | -74,580 | -15.4% | Q1 2026 | May 05, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 400,765 | 9,305 | 1.3% | 1.3% | 86 | -1,028 | -0.26% | Q1 2026 | Apr 13, 2026 |
| Daviman Financial, LLC | History | Added to | 397,508 | 9,230 | 5.46% | 5.35% | 87 | +7,562 | 1.94% | Q1 2026 | Apr 23, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 395,695 | 9,188 | 5.35% | 5.3% | 88 | +29,768 | 8.13% | Q1 2026 | Apr 15, 2026 |
| Peak Financial Management, Inc. | History | Added to | 393,380 | 9,134 | 2.32% | 2.13% | 89 | +40,002 | 11.32% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | No change | 389,230 | 9,096 | 1.43% | 1.43% | 90 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 380,755 | 8,841 | 0.21% | 0.21% | 91 | +11,207 | 3.03% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 379,526 | 8,812 | 0.05% | 0.05% | 92 | +15,554 | 4.27% | Q1 2026 | May 13, 2026 |
| Unify Financial Advisors | History | Added to | 373,195 | 8,665 | 8.99% | 8.75% | 93 | +13,961 | 3.89% | Q1 2026 | Apr 23, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Added to | 369,953 | 8,590 | 1.61% | 0.98% | 94 | +138,498 | 59.84% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 355,933 | 8,264 | 0.17% | 0.24% | 95 | -97,984 | -21.59% | Q1 2026 | Apr 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 351,010 | 8,150 | 2.48% | 2.5% | 96 | +9,033 | 2.64% | Q1 2026 | Apr 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 336,413 | 7,811 | 0.22% | 0.23% | 97 | +16,467 | 5.15% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Added to | 335,833 | 7,798 | 0.04% | 0.04% | 98 | +21,350 | 6.79% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 332,328 | 7,716 | 0.47% | 0.46% | 99 | +17,234 | 5.47% | Q1 2026 | Apr 13, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 328,668 | 7,631 | 0.6% | 0.8% | 100 | -85,755 | -20.69% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 319,105 | 7,409 | 0.06% | 0.06% | 101 | +85,843 | 36.8% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 312,686 | 7,261 | 0.02% | 0.02% | 102 | -5,715 | -1.79% | Q1 2026 | Apr 30, 2026 |
| Midwest Financial Group LLC | History | Added to | 311,242 | 7,227 | 3.08% | 3.12% | 103 | +8,923 | 2.95% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 310,157 | 7,201 | 0.0% | 0.0% | 104 | +30,441 | 10.88% | Q1 2026 | May 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 308,972 | 7,174 | 0.63% | 0.71% | 105 | -51,343 | -14.25% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 306,751 | 7,122 | 0.23% | 0.26% | 106 | -25,610 | -7.71% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 306,257 | 7,111 | 0.29% | 0.31% | 107 | -12,047 | -3.78% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | New | 304,873 | 7,079 | 0.09% | — | 108 | +304,873 | New | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 304,718 | 7,075 | 0.79% | 0.73% | 109 | +19,799 | 6.95% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 304,346 | 7,066 | 0.17% | 0.21% | 110 | -91,661 | -23.15% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 291,826 | 6,776 | 2.03% | 2.01% | 111 | +4,608 | 1.6% | Q1 2026 | Apr 20, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 290,058 | 6,737 | 1.67% | 1.34% | 112 | +37,141 | 14.69% | Q1 2026 | May 15, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 289,516 | 6,722 | 1.45% | 1.38% | 113 | +7,241 | 2.57% | Q1 2026 | May 08, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 287,913 | 6,685 | 0.94% | 0.81% | 114 | +44,987 | 18.52% | Q1 2026 | Apr 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 285,748 | 6,635 | 0.37% | 0.39% | 115 | +146,192 | 104.76% | Q1 2026 | Apr 22, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 280,007 | 6,501 | 0.96% | 1.2% | 116 | -503 | -0.18% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 277,284 | 6,438 | 0.42% | 0.39% | 117 | +22,552 | 8.85% | Q1 2026 | Apr 15, 2026 |
| Fairway Financial, LLC | History | Added to | 269,663 | 6,261 | 4.76% | 4.69% | 118 | +3,776 | 1.42% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 268,852 | 6,242 | 0.05% | 0.05% | 119 | -14,996 | -5.28% | Q1 2026 | Apr 15, 2026 |
| Marotta Asset Management | History | Reduced | 269,547 | 6,242 | 1.15% | 1.19% | 120 | -5,214 | -1.9% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 264,940 | 6,151 | 0.01% | — | 121 | +264,940 | New | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 259,538 | 6,026 | 0.05% | 0.06% | 122 | -21,046 | -7.5% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | Added to | 258,607 | 6,004 | 0.23% | 0.23% | 123 | +8,622 | 3.45% | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKET INC. | History | New | 250,000 | 5,805 | 0.01% | — | 124 | +250,000 | New | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 125,786 | 5,786 | 3.88% | 4.69% | 125 | -193,640 | -60.62% | Q1 2026 | May 13, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 242,245 | 5,624 | 2.22% | 2.48% | 126 | -181,265 | -42.8% | Q1 2026 | May 06, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 235,682 | 5,472 | 3.07% | 3.14% | 127 | -6,464 | -2.67% | Q1 2026 | Apr 28, 2026 |
| Chatterton & Associates Inc. | History | Added to | 232,291 | 5,405 | 3.79% | 3.42% | 128 | +61,320 | 35.87% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 230,373 | 5,349 | 0.04% | 0.04% | 129 | -1,792 | -0.77% | Q1 2026 | May 15, 2026 |
| HC Advisors, LLC | History | Added to | 227,649 | 5,286 | 3.54% | 3.16% | 130 | +31,971 | 16.34% | Q1 2026 | May 05, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 226,820 | 5,266 | 0.68% | 7.4% | 131 | -2,173,755 | -90.55% | Q1 2026 | Apr 16, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 224,935 | 5,256 | 3.79% | 3.79% | 132 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Manske Wealth Management | History | Added to | 225,655 | 5,239 | 1.47% | 1.48% | 133 | +10,955 | 5.1% | Q1 2026 | Apr 30, 2026 |
| Stonekeep Investments, LLC | History | Added to | 223,512 | 5,189 | 3.36% | 3.18% | 134 | +10,927 | 5.14% | Q1 2026 | Apr 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 220,913 | 5,129 | 0.18% | 0.32% | 135 | -177,924 | -44.61% | Q1 2026 | Apr 14, 2026 |
| Total Wealth Planning, LLC | History | No change | 216,518 | 5,060 | 10.83% | 10.83% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 217,107 | 5,041 | 2.13% | 2.04% | 137 | +9,907 | 4.78% | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 215,172 | 5,028 | 0.38% | 0.38% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 215,033 | 4,993 | 1.32% | 1.31% | 139 | +8,505 | 4.12% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 213,851 | 4,952 | 0.05% | 0.04% | 140 | +38,043 | 21.64% | Q1 2026 | Apr 07, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 212,787 | 4,940 | 0.15% | 0.15% | 141 | -6,628 | -3.02% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 206,069 | 4,784 | 0.05% | 0.05% | 142 | +7,188 | 3.61% | Q1 2026 | Apr 16, 2026 |
| Heritage Family Offices, LLP | History | Added to | 205,649 | 4,775 | 2.12% | 0.61% | 143 | +148,357 | 258.95% | Q1 2026 | Apr 08, 2026 |
| XY Planning Network, Inc. | History | Added to | 205,904 | 4,768 | 0.76% | 0.81% | 144 | +7,563 | 3.81% | Q1 2026 | Apr 14, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 203,977 | 4,736 | 1.59% | 1.24% | 145 | +3,710 | 1.85% | Q1 2026 | Apr 28, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 203,088 | 4,715 | 0.34% | 0.35% | 146 | -7,671 | -3.64% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 198,732 | 4,614 | 0.05% | — | 147 | +198,732 | New | Q1 2026 | May 13, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 191,883 | 4,455 | 0.86% | 0.65% | 148 | +4,791 | 2.56% | Q1 2026 | Apr 29, 2026 |
| SNS Financial Group, LLC | History | Reduced | 191,790 | 4,453 | 0.38% | 0.61% | 149 | -113,489 | -37.18% | Q1 2026 | Apr 14, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 191,285 | 4,441 | 8.01% | 7.97% | 150 | -2,905 | -1.5% | Q1 2026 | Apr 23, 2026 |
| BFSG, LLC | History | Reduced | 190,398 | 4,421 | 0.42% | 0.43% | 151 | -739 | -0.39% | Q1 2026 | Apr 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 187,866 | 4,362 | 0.32% | 0.3% | 152 | -8,835 | -4.49% | Q1 2026 | Apr 16, 2026 |
| Curbstone Financial Management Corp | History | Added to | 187,500 | 4,353 | 0.83% | 0.69% | 153 | +33,050 | 21.4% | Q1 2026 | Apr 15, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 185,252 | 4,301 | 1.14% | 1.11% | 154 | +5,855 | 3.26% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 184,399 | 4,281 | 0.08% | 0.07% | 155 | +10,712 | 6.17% | Q1 2026 | Apr 10, 2026 |
| VanderPol Investments L.L.C. | History | No change | 181,981 | 4,252 | 7.39% | 7.39% | 156 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cassilly Financial Group LLC | History | Added to | 181,580 | 4,216 | 3.66% | 3.6% | 157 | +7,511 | 4.31% | Q1 2026 | Apr 10, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 178,376 | 4,141 | 1.24% | 1.23% | 158 | +2,868 | 1.63% | Q1 2026 | May 05, 2026 |
| Redwood Investment Management, LLC | History | Added to | 178,239 | 4,139 | 0.51% | 0.46% | 159 | +2,774 | 1.58% | Q1 2026 | May 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 174,497 | 4,051 | 1.36% | 1.35% | 160 | +476 | 0.27% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 170,763 | 3,990 | 0.13% | 0.13% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 170,506 | 3,959 | 0.07% | 0.07% | 162 | -5,416 | -3.08% | Q1 2026 | May 15, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 166,682 | 3,870 | 2.21% | 2.01% | 163 | +14,114 | 9.25% | Q1 2026 | May 13, 2026 |
| Valpey Financial Services, LLC | History | Added to | 165,285 | 3,837 | 2.5% | 2.39% | 164 | +4,865 | 3.03% | Q1 2026 | May 11, 2026 |
| Smart Money Group LLC | History | Added to | 163,829 | 3,804 | 1.11% | 0.95% | 165 | +24,442 | 17.54% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 160,392 | 3,724 | 0.06% | — | 166 | +160,392 | New | Q1 2026 | May 15, 2026 |
| NYL Investors LLC | History | Added to | 157,622 | 3,659 | 1.38% | 1.21% | 167 | +5,677 | 3.74% | Q1 2026 | May 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 157,257 | 3,651 | 0.4% | 0.4% | 168 | +16 | 0.01% | Q1 2026 | May 12, 2026 |
| Heirloom Wealth Management | History | New | 154,967 | 3,598 | 0.65% | — | 169 | +154,967 | New | Q1 2026 | Apr 14, 2026 |
| Range Financial Group LLC | History | Added to | 153,912 | 3,573 | 1.2% | 1.14% | 170 | +12,635 | 8.94% | Q1 2026 | Apr 30, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 150,695 | 3,499 | 1.73% | 1.89% | 171 | -6,832 | -4.34% | Q1 2026 | Apr 16, 2026 |
| 5T Wealth, LLC | History | Added to | 149,152 | 3,463 | 1.37% | 1.13% | 172 | +28,475 | 23.6% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 149,092 | 3,461 | 0.05% | 0.06% | 173 | +18,794 | 14.42% | Q1 2026 | May 15, 2026 |
| TPG Advisors LLC | History | Reduced | 148,454 | 3,447 | 2.15% | 2.65% | 174 | -33,482 | -18.4% | Q1 2026 | Apr 22, 2026 |
| Red Tortoise LLC | History | Added to | 148,447 | 3,446 | 1.43% | 1.29% | 175 | +18,703 | 14.42% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 147,394 | 3,444 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 147,114 | 3,415 | 0.0% | 0.0% | 177 | -4,771 | -3.14% | Q1 2026 | Apr 27, 2026 |
| Victrix Investment Advisors | History | Added to | 147,061 | 3,414 | 1.24% | 1.23% | 178 | +10,724 | 7.87% | Q1 2026 | Apr 09, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 144,528 | 3,355 | 1.58% | 1.56% | 179 | -2,736 | -1.86% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 143,022 | 3,326 | 0.11% | 0.12% | 180 | -11,361 | -7.36% | Q1 2026 | Apr 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 141,003 | 3,274 | 0.21% | 0.21% | 181 | -1,328 | -0.93% | Q1 2026 | Apr 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 140,212 | 3,255 | 0.06% | 0.07% | 182 | -22,399 | -13.77% | Q1 2026 | May 04, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 139,835 | 3,246 | 0.69% | 0.68% | 183 | +1,157 | 0.83% | Q1 2026 | May 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 138,541 | 3,216 | 0.62% | 0.67% | 184 | -498 | -0.36% | Q1 2026 | Apr 21, 2026 |
| Friedenthal Financial | History | Added to | 138,487 | 3,215 | 1.61% | 1.65% | 185 | +1,169 | 0.85% | Q1 2026 | Apr 20, 2026 |
| Breakwater Investment Management | History | Reduced | 138,219 | 3,209 | 1.19% | 1.24% | 186 | -8,008 | -5.48% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 136,490 | 3,169 | 0.0% | 0.0% | 187 | +13,576 | 11.05% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 136,153 | 3,161 | 0.01% | 0.01% | 188 | +23,270 | 20.61% | Q1 2026 | May 04, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 135,803 | 3,153 | 0.54% | 0.65% | 189 | -23,169 | -14.57% | Q1 2026 | Apr 15, 2026 |
| Chesapeake Wealth Management | History | Reduced | 134,817 | 3,130 | 0.96% | 0.96% | 190 | -2,460 | -1.79% | Q1 2026 | May 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 134,724 | 3,128 | 0.12% | 0.11% | 191 | +10,122 | 8.12% | Q1 2026 | May 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 133,906 | 3,109 | 1.45% | 1.27% | 192 | +19,069 | 16.61% | Q1 2026 | May 14, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 133,464 | 3,099 | 0.38% | 0.4% | 193 | +2,611 | 2.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 132,414 | 3,074 | 0.18% | 0.14% | 194 | +31,172 | 30.79% | Q1 2026 | Apr 29, 2026 |
| North Forty Two & Co. | History | Reduced | 130,094 | 3,020 | 2.79% | 2.87% | 195 | -200 | -0.15% | Q1 2026 | Apr 21, 2026 |
| Zhang Financial LLC | History | Added to | 129,017 | 2,995 | 0.1% | 0.11% | 196 | +1,512 | 1.19% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 127,997 | 2,972 | 0.01% | 0.01% | 197 | +53,065 | 70.82% | Q1 2026 | Apr 30, 2026 |
| Twin Cities Retirement Group LLC | History | Reduced | 126,886 | 2,946 | 2.69% | 2.87% | 198 | -581 | -0.46% | Q1 2026 | Apr 14, 2026 |
| CVA Family Office, LLC | History | Added to | 126,659 | 2,941 | 0.31% | 0.31% | 199 | +10,397 | 8.94% | Q1 2026 | Apr 29, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 125,091 | 2,904 | 2.73% | 2.45% | 200 | +4,852 | 4.04% | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 123,031 | 2,856 | 0.81% | 0.77% | 201 | +10,557 | 9.39% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 121,144 | 2,812 | 0.02% | 0.01% | 202 | +19,932 | 19.69% | Q1 2026 | Apr 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 119,102 | 2,765 | 0.06% | 0.06% | 203 | +13,237 | 12.5% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 118,853 | 2,759 | 0.06% | 0.07% | 204 | +781 | 0.66% | Q1 2026 | May 15, 2026 |
| WealthPoint Financial, LLC | History | No change | 116,565 | 2,724 | 2.37% | 2.37% | 205 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Boston Partners | History | Added to | 115,772 | 2,688 | 0.0% | 0.0% | 206 | +11,748 | 11.29% | Q1 2026 | May 11, 2026 |
| LVW Advisors, LLC | History | Added to | 115,100 | 2,672 | 0.25% | 0.26% | 207 | +6,081 | 5.58% | Q1 2026 | Apr 20, 2026 |
| Financial Designs Corp | History | Reduced | 114,969 | 2,669 | 1.49% | 1.52% | 208 | -140 | -0.12% | Q1 2026 | Apr 16, 2026 |
| Omega Financial Group, LLC | History | Added to | 114,135 | 2,650 | 0.86% | 0.83% | 209 | +6,489 | 6.03% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 113,600 | 2,637 | 0.0% | — | 210 | +113,600 | New | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 112,331 | 2,608 | 0.14% | 0.24% | 211 | +646 | 0.58% | Q1 2026 | Apr 21, 2026 |
| M1 Capital Management LLC | History | Added to | 111,307 | 2,584 | 1.19% | 1.0% | 212 | +8,449 | 8.21% | Q1 2026 | May 08, 2026 |
| Apeiron RIA LLC | History | Added to | 110,286 | 2,560 | 0.59% | 0.51% | 213 | +2,470 | 2.29% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 110,196 | 2,558 | 0.03% | 0.04% | 214 | -11,572 | -9.5% | Q1 2026 | May 01, 2026 |
| ETF Store, Inc. | History | Added to | 109,446 | 2,541 | 2.47% | 2.58% | 215 | +1,106 | 1.02% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 107,291 | 2,491 | 0.0% | — | 216 | +107,291 | New | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | Reduced | 106,717 | 2,477 | 1.15% | 1.14% | 217 | -1,860 | -1.71% | Q1 2026 | May 08, 2026 |
| OFS Enterprise LLC | History | New | 105,282 | 2,444 | 0.72% | — | 219 | +105,282 | New | Q1 2026 | Apr 09, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 105,285 | 2,444 | 0.77% | 0.75% | 218 | +4,662 | 4.63% | Q1 2026 | May 08, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 103,630 | 2,406 | 0.47% | 0.51% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 102,903 | 2,389 | 0.05% | 0.04% | 221 | +7,231 | 7.56% | Q1 2026 | May 01, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 102,461 | 2,379 | 1.61% | 1.62% | 222 | +1,132 | 1.12% | Q1 2026 | Apr 21, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 101,998 | 2,368 | 1.86% | 2.43% | 223 | -21,165 | -17.18% | Q1 2026 | Apr 09, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 101,794 | 2,363 | 0.28% | 0.25% | 224 | +17,773 | 21.15% | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | Added to | 100,105 | 2,324 | 0.11% | 0.07% | 225 | +30,785 | 44.41% | Q1 2026 | Apr 30, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 99,754 | 2,316 | 0.06% | 0.07% | 226 | -3,750 | -3.62% | Q1 2026 | May 07, 2026 |
| Maia Wealth LLC | History | Reduced | 99,439 | 2,308 | 0.39% | 0.42% | 227 | -4,788 | -4.59% | Q1 2026 | May 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 97,767 | 2,270 | 0.16% | 0.13% | 228 | +7,803 | 8.67% | Q1 2026 | May 21, 2026 |
| Oldfather Financial Services, LLC | History | No change | 97,111 | 2,269 | 0.68% | 0.68% | 229 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 97,238 | 2,258 | 0.0% | 0.0% | 230 | +10,642 | 12.29% | Q1 2026 | May 13, 2026 |
| Serenity Investment Advisors | History | No change | 95,180 | 2,226 | 1.3% | 1.3% | 231 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 94,736 | 2,193 | 0.04% | 0.1% | 232 | +4,762 | 5.29% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 93,349 | 2,167 | 0.02% | 0.02% | 233 | -2,274 | -2.38% | Q1 2026 | May 13, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 93,220 | 2,165 | 0.63% | 0.63% | 234 | -3,812 | -3.93% | Q1 2026 | May 12, 2026 |
| Vantage Financial Partners, LLC | History | No change | 91,892 | 2,147 | 0.44% | 0.44% | 235 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 91,116 | 2,115 | 1.27% | 1.14% | 236 | +5,103 | 5.93% | Q1 2026 | May 01, 2026 |
| K2 Financial Inc. | History | Added to | 90,439 | 2,106 | 1.53% | 1.42% | 237 | +12,081 | 15.42% | Q1 2026 | Apr 28, 2026 |
| Dorato Capital Management | History | Added to | 89,164 | 2,073 | 1.53% | 1.48% | 238 | +5,363 | 6.4% | Q1 2026 | Apr 09, 2026 |
| Brookwood Investment Group LLC | History | Added to | 88,349 | 2,051 | 0.25% | 0.14% | 239 | +37,604 | 74.1% | Q1 2026 | May 04, 2026 |
| BCWM, LLC | History | Added to | 87,930 | 2,041 | 0.58% | 0.61% | 240 | +1,253 | 1.45% | Q1 2026 | May 14, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 86,809 | 2,028 | 1.13% | 1.13% | 241 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Bangor Savings Bank | History | Reduced | 85,993 | 1,996 | 0.16% | 0.18% | 242 | -10,404 | -10.79% | Q1 2026 | Apr 01, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 85,689 | 1,989 | 0.73% | 0.74% | 243 | +573 | 0.67% | Q1 2026 | Apr 09, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 85,625 | 1,988 | 0.53% | 0.5% | 244 | +8,418 | 10.9% | Q1 2026 | Apr 15, 2026 |
| RDA Financial Network | History | Reduced | 85,547 | 1,986 | 0.5% | 0.51% | 245 | -5,106 | -5.63% | Q1 2026 | Apr 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 85,079 | 1,975 | 0.06% | 0.07% | 246 | -266 | -0.31% | Q1 2026 | May 04, 2026 |
| Blossom Wealth Management | History | Added to | 83,551 | 1,940 | 2.88% | 3.1% | 247 | +3,217 | 4.0% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 83,539 | 1,939 | 0.04% | 0.04% | 248 | -1,413 | -1.66% | Q1 2026 | May 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 82,130 | 1,907 | 0.81% | 0.86% | 249 | -4,559 | -5.26% | Q1 2026 | Apr 15, 2026 |
| Livet Wealth, LLC | History | Reduced | 82,115 | 1,906 | 1.21% | 1.41% | 250 | -16,040 | -16.34% | Q1 2026 | Apr 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 81,526 | 1,893 | 0.06% | 0.07% | 251 | -6,594 | -7.48% | Q1 2026 | May 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 80,949 | 1,879 | 0.14% | 0.07% | 252 | +45,238 | 126.68% | Q1 2026 | Apr 22, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 80,151 | 1,861 | 0.69% | 0.49% | 253 | +21,016 | 35.54% | Q1 2026 | Apr 09, 2026 |
| Portside Wealth Group, LLC | History | Added to | 77,007 | 1,788 | 0.24% | 0.05% | 254 | +61,583 | 399.27% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 76,663 | 1,780 | 0.12% | 0.12% | 255 | +566 | 0.74% | Q1 2026 | Apr 28, 2026 |
| ProVise Management Group, LLC | History | Reduced | 76,585 | 1,778 | 0.13% | 0.13% | 256 | -300 | -0.39% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Added to | 76,309 | 1,771 | 0.1% | 0.07% | 257 | +20,617 | 37.02% | Q1 2026 | May 04, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 75,309 | 1,748 | 0.31% | 0.33% | 258 | +10,320 | 15.88% | Q1 2026 | Apr 28, 2026 |
| Mendel Capital Management LLC | History | New | 74,719 | 1,734 | 0.87% | — | 259 | +74,719 | New | Q1 2026 | Apr 21, 2026 |
| WBH ADVISORY INC | History | Reduced | 72,613 | 1,681 | 0.13% | 0.13% | 260 | -48 | -0.07% | Q1 2026 | Apr 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 71,991 | 1,671 | 0.16% | 0.16% | 261 | +1,835 | 2.62% | Q1 2026 | Apr 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 71,413 | 1,658 | 0.91% | 0.87% | 262 | +3,335 | 4.9% | Q1 2026 | Apr 22, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 71,052 | 1,649 | 0.55% | 0.54% | 263 | +127 | 0.18% | Q1 2026 | Apr 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 70,333 | 1,633 | 0.0% | 0.0% | 264 | +254 | 0.36% | Q1 2026 | May 14, 2026 |
| Eley Financial Management, Inc | History | Added to | 70,110 | 1,627 | 0.59% | 0.59% | 265 | +322 | 0.46% | Q1 2026 | May 19, 2026 |
| Savvy Advisors, Inc. | History | New | 69,574 | 1,615 | 0.04% | — | 266 | +69,574 | New | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 69,138 | 1,605 | 1.06% | 1.06% | 267 | +2,718 | 4.09% | Q1 2026 | Apr 21, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 68,554 | 1,591 | 0.37% | 0.37% | 268 | -951 | -1.37% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 67,790 | 1,574 | 0.33% | 0.34% | 269 | -1,052 | -1.53% | Q1 2026 | May 05, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 66,647 | 1,547 | 0.35% | 0.33% | 270 | +6,574 | 10.94% | Q1 2026 | Apr 27, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 66,485 | 1,543 | 0.89% | 0.8% | 271 | +6,847 | 11.48% | Q1 2026 | May 01, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 66,007 | 1,532 | 1.3% | 2.24% | 272 | -52,286 | -44.2% | Q1 2026 | Apr 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 64,256 | 1,492 | 0.46% | 0.32% | 273 | +54 | 0.08% | Q1 2026 | May 12, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 64,159 | 1,489 | 0.88% | 1.79% | 274 | -71,978 | -52.87% | Q1 2026 | Apr 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 64,064 | 1,487 | 0.16% | 0.13% | 275 | +10,115 | 18.75% | Q1 2026 | Apr 15, 2026 |
| Smart Portfolios, LLC | History | No change | 64,000 | 1,486 | 1.48% | 1.49% | 276 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 63,990 | 1,485 | 0.02% | 0.02% | 277 | +4,245 | 7.11% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 63,828 | 1,482 | 0.17% | 0.17% | 278 | +2,338 | 3.8% | Q1 2026 | Apr 17, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 63,546 | 1,475 | 1.02% | 1.1% | 280 | -2,313 | -3.51% | Q1 2026 | May 14, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 63,525 | 1,475 | 0.16% | 0.17% | 279 | +500 | 0.79% | Q1 2026 | Apr 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 63,172 | 1,471 | 0.03% | 0.04% | 281 | +1,728 | 2.81% | Q1 2026 | May 04, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 62,423 | 1,449 | 0.19% | 0.16% | 282 | +16,041 | 34.58% | Q1 2026 | May 11, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 62,322 | 1,447 | 0.51% | 0.62% | 283 | -8,106 | -11.51% | Q1 2026 | Apr 21, 2026 |
| MSH Capital Advisors LLC | History | Added to | 62,299 | 1,446 | 0.31% | 0.3% | 284 | +1,549 | 2.55% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 62,248 | 1,445 | 0.01% | 0.01% | 285 | +6,612 | 11.88% | Q1 2026 | Apr 24, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 60,115 | 1,395 | 0.41% | 0.42% | 286 | +646 | 1.09% | Q1 2026 | Apr 22, 2026 |
| Capital Management Associates, Inc | History | Added to | 59,279 | 1,376 | 0.31% | 0.3% | 287 | +409 | 0.69% | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | Reduced | 58,784 | 1,364 | 0.28% | 0.29% | 288 | -340 | -0.58% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 58,649 | 1,358 | 0.05% | 0.05% | 289 | +2,045 | 3.61% | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Reduced | 58,405 | 1,356 | 0.28% | 0.27% | 290 | -54,257 | -48.16% | Q1 2026 | Apr 17, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 57,644 | 1,338 | 0.96% | 0.93% | 291 | +2,045 | 3.68% | Q1 2026 | May 12, 2026 |
| LexAurum Advisors, LLC | History | New | 57,226 | 1,328 | 0.17% | — | 292 | +57,226 | New | Q1 2026 | Apr 13, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 57,184 | 1,327 | 0.41% | 0.41% | 293 | +227 | 0.4% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 57,075 | 1,325 | 0.0% | 0.0% | 294 | +41,150 | 258.4% | Q1 2026 | May 15, 2026 |
| Twele Capital Management, Inc. | History | Added to | 57,009 | 1,323 | 0.24% | 0.23% | 295 | +2,084 | 3.79% | Q1 2026 | Apr 07, 2026 |
| Empirical Asset Management, LLC | History | Added to | 56,858 | 1,320 | 0.35% | 0.36% | 296 | +2,059 | 3.76% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | No change | 55,870 | 1,297 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OMC Financial Services LTD | History | Reduced | 55,300 | 1,284 | 0.5% | 0.48% | 298 | -100 | -0.18% | Q1 2026 | Apr 30, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 54,881 | 1,274 | 0.13% | 0.14% | 299 | -1,226 | -2.19% | Q1 2026 | Apr 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 54,483 | 1,265 | 0.5% | 0.54% | 300 | -2,020 | -3.58% | Q1 2026 | Apr 17, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 54,073 | 1,255 | 1.24% | 1.07% | 301 | +7,141 | 15.22% | Q1 2026 | Apr 28, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 53,811 | 1,249 | 0.51% | 0.52% | 302 | -501 | -0.92% | Q1 2026 | May 06, 2026 |
| Latitude Advisors, LLC | History | Added to | 53,778 | 1,248 | 0.57% | 0.5% | 303 | +4,994 | 10.24% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 53,519 | 1,242 | 0.07% | 0.16% | 304 | -58,415 | -52.19% | Q1 2026 | Apr 30, 2026 |
| Leo H. Evart, Inc. | History | New | 53,281 | 1,237 | 1.06% | — | 305 | +53,281 | New | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 53,225 | 1,235 | 0.01% | 0.01% | 306 | -4,301 | -7.48% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | Added to | 51,925 | 1,202 | 0.25% | 0.05% | 307 | +44,611 | 609.94% | Q1 2026 | May 11, 2026 |
| W ADVISORS, LLC | History | Reduced | 51,219 | 1,189 | 0.61% | 0.62% | 308 | -1,295 | -2.47% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 51,012 | 1,184 | 0.27% | 0.33% | 309 | -8,592 | -14.42% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 50,199 | 1,165 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 49,555 | 1,153 | 0.15% | 0.13% | 311 | +8,938 | 22.01% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 48,914 | 1,135 | 0.05% | 0.05% | 312 | +442 | 0.91% | Q1 2026 | May 12, 2026 |
| Farnam Financial LLC | History | Reduced | 47,430 | 1,101 | 0.91% | 1.07% | 313 | -13,705 | -22.42% | Q1 2026 | Apr 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 46,816 | 1,087 | 0.02% | 0.02% | 314 | +6,823 | 17.06% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,395 | 1,077 | 0.0% | 0.0% | 315 | +6,874 | 17.39% | Q1 2026 | Apr 27, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 45,855 | 1,064 | 0.32% | 0.18% | 316 | +20,045 | 77.66% | Q1 2026 | Apr 21, 2026 |
| Great Waters Wealth Management | History | Reduced | 45,340 | 1,052 | 0.11% | 0.12% | 317 | -419 | -0.92% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 45,279 | 1,051 | 0.0% | — | 318 | +45,279 | New | Q1 2026 | May 13, 2026 |
| Catalina Capital Group, LLC | History | Added to | 43,934 | 1,020 | 0.61% | 0.55% | 319 | +4,852 | 12.41% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 43,660 | 1,013 | 0.03% | 0.02% | 320 | +9,218 | 26.76% | Q1 2026 | Apr 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 43,516 | 1,010 | 0.01% | 0.02% | 321 | -38,209 | -46.75% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 42,383 | 984 | 0.02% | 0.02% | 322 | +10,880 | 34.54% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 42,337 | 983 | 0.03% | 0.03% | 323 | +3,078 | 7.84% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 41,998 | 975 | 0.46% | 0.43% | 324 | -229 | -0.54% | Q1 2026 | May 14, 2026 |
| Shearwater Capital LLC | History | No change | 41,789 | 970 | 0.51% | 0.56% | 325 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 41,680 | 967 | 0.5% | 0.44% | 326 | +4,770 | 12.92% | Q1 2026 | Apr 10, 2026 |
| Signet Investment Advisory Group, Inc. | History | Added to | 41,284 | 958 | 0.44% | 0.45% | 327 | +150 | 0.36% | Q1 2026 | May 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 41,104 | 954 | 0.19% | 0.2% | 328 | -280 | -0.68% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 40,978 | 951 | 0.08% | 0.06% | 329 | +9,101 | 28.55% | Q1 2026 | May 13, 2026 |
| January Capital Advisors LLC | History | New | 40,941 | 950 | 1.28% | — | 330 | +40,941 | New | Q1 2026 | May 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 40,846 | 948 | 0.02% | 0.01% | 331 | +27,174 | 198.76% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 40,768 | 946 | 0.06% | 0.04% | 332 | +10,693 | 35.55% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | Added to | 40,639 | 943 | 0.07% | 0.05% | 333 | +26,089 | 179.31% | Q1 2026 | Apr 28, 2026 |
| Plan A Wealth LLC | History | Added to | 40,187 | 933 | 0.45% | 0.38% | 334 | +7,074 | 21.36% | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Added to | 39,906 | 926 | 0.39% | 0.23% | 335 | +16,844 | 73.04% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 39,844 | 925 | 0.06% | 0.06% | 336 | -1,149 | -2.8% | Q1 2026 | Apr 27, 2026 |
| Geometric Wealth Advisors | History | Reduced | 39,671 | 921 | 0.12% | 0.12% | 337 | -83 | -0.21% | Q1 2026 | May 13, 2026 |
| Avail Investment Partners, LLC | History | New | 39,314 | 913 | 0.98% | — | 338 | +39,314 | New | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | Added to | 39,314 | 912 | 0.37% | 0.37% | 339 | +2,714 | 7.42% | Q1 2026 | Apr 29, 2026 |
| Empower Advisory Group, LLC | History | No change | 39,228 | 910 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 38,896 | 903 | 0.09% | 0.09% | 341 | +2 | 0.01% | Q1 2026 | May 07, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 38,382 | 891 | 1.99% | 1.94% | 342 | +1,281 | 3.45% | Q1 2026 | Apr 27, 2026 |
| Claro Advisors Inc. | History | Reduced | 37,837 | 878 | 0.11% | 0.12% | 343 | -1,076 | -2.77% | Q1 2026 | Apr 21, 2026 |
| FIDELIS iM, LLC | History | No change | 37,360 | 867 | 0.33% | 0.34% | 344 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 36,183 | 840 | 0.41% | — | 345 | +36,183 | New | Q1 2026 | Apr 09, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 35,981 | 835 | 0.2% | 0.21% | 346 | -866 | -2.35% | Q1 2026 | May 13, 2026 |
| Roundview Capital LLC | History | Added to | 35,958 | 834 | 0.05% | 0.05% | 347 | +592 | 1.67% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 35,698 | 828 | 0.06% | 0.07% | 348 | -149 | -0.42% | Q1 2026 | Apr 17, 2026 |
| Sharkey, Howes & Javer | History | Added to | 35,634 | 827 | 0.11% | 0.1% | 349 | +2,795 | 8.51% | Q1 2026 | Apr 08, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 34,986 | 812 | 0.67% | 0.69% | 350 | -619 | -1.74% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 34,721 | 806 | 0.05% | 0.04% | 351 | +1,933 | 5.9% | Q1 2026 | Apr 20, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 34,461 | 800 | 0.42% | 0.39% | 352 | -3,960 | -10.31% | Q1 2026 | Apr 21, 2026 |
| VERITY Wealth Advisors | History | Reduced | 34,307 | 796 | 0.53% | 0.52% | 353 | -1,607 | -4.47% | Q1 2026 | Apr 09, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 33,599 | 780 | 0.34% | 0.36% | 354 | +142 | 0.42% | Q1 2026 | May 15, 2026 |
| MONEYWISE, INC. | History | Added to | 33,580 | 779 | 0.34% | 0.16% | 355 | +16,876 | 101.03% | Q1 2026 | Apr 27, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 33,529 | 778 | 0.26% | 0.26% | 356 | -166 | -0.49% | Q1 2026 | Apr 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 33,079 | 768 | 0.0% | 0.0% | 357 | -1,645 | -4.74% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 33,061 | 767 | 0.02% | 0.02% | 358 | +5,257 | 18.91% | Q1 2026 | May 14, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 32,799 | 761 | 0.27% | 0.37% | 359 | +1,635 | 5.25% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 32,621 | 757 | 0.0% | — | 360 | +32,621 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 32,296 | 749 | 0.03% | 0.02% | 361 | +3,676 | 12.84% | Q1 2026 | Apr 20, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 31,730 | 736 | 0.59% | 0.67% | 362 | -425 | -1.32% | Q1 2026 | May 04, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 31,639 | 734 | 0.13% | 0.12% | 363 | +135 | 0.43% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 31,318 | 727 | 0.01% | 0.01% | 364 | -4,318 | -12.12% | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | New | 30,958 | 718 | 0.08% | — | 365 | +30,958 | New | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 30,878 | 716 | 0.0% | 0.0% | 366 | +19,858 | 180.2% | Q1 2026 | May 15, 2026 |
| CWC Advisors, LLC. | History | Reduced | 30,621 | 711 | 0.34% | 0.35% | 367 | -657 | -2.1% | Q1 2026 | Apr 16, 2026 |
| PFG Advisors | History | Added to | 30,062 | 698 | 0.03% | 0.03% | 368 | +6,006 | 24.97% | Q1 2026 | May 05, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 29,746 | 690 | 0.18% | 0.18% | 369 | -438 | -1.45% | Q1 2026 | Apr 15, 2026 |
| Texas Yale Capital Corp. | History | Added to | 29,318 | 680 | 0.02% | 0.02% | 370 | +4,800 | 19.58% | Q1 2026 | May 04, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 28,883 | 671 | 0.05% | 0.06% | 371 | -4,279 | -12.9% | Q1 2026 | May 12, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 28,693 | 666 | 0.35% | 0.36% | 372 | +198 | 0.69% | Q1 2026 | Apr 22, 2026 |
| Payne Capital LLC | History | Added to | 28,557 | 663 | 0.61% | 0.54% | 373 | +5,838 | 25.7% | Q1 2026 | Apr 20, 2026 |
| Ignite Planners, LLC | History | No change | 28,460 | 660 | 0.1% | 0.1% | 374 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 28,403 | 659 | 0.14% | 0.15% | 375 | -98 | -0.34% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 28,165 | 653 | 0.04% | 0.05% | 377 | -6,301 | -18.28% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | Added to | 28,127 | 653 | 0.02% | 0.02% | 376 | +4,170 | 17.41% | Q1 2026 | Apr 21, 2026 |
| Net Worth Advisory Group | History | Added to | 27,964 | 649 | 0.13% | 0.13% | 378 | +333 | 1.21% | Q1 2026 | May 05, 2026 |
| Orcam Financial Group | History | Reduced | 27,447 | 637 | 0.45% | 0.66% | 379 | -10,510 | -27.69% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 25,537 | 592 | 0.01% | 0.02% | 380 | -7,202 | -22.0% | Q1 2026 | May 15, 2026 |
| Appalachian Capital Management Ltd | History | Reduced | 25,394 | 589 | 0.47% | 0.5% | 382 | -1,200 | -4.51% | Q1 2026 | Apr 27, 2026 |
| RKL Wealth Management LLC | History | Reduced | 25,381 | 589 | 0.05% | 0.05% | 381 | -315 | -1.23% | Q1 2026 | Apr 24, 2026 |
| Kenora Financial, LLC | History | New | 25,270 | 586 | 0.21% | — | 384 | +25,270 | New | Q1 2026 | Apr 22, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 25,273 | 586 | 0.41% | 0.39% | 383 | -61 | -0.24% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 25,055 | 585 | 0.04% | 0.04% | 385 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 25,182 | 584 | 0.06% | 0.07% | 386 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | New | 25,102 | 582 | 0.03% | — | 387 | +25,102 | New | Q1 2026 | May 14, 2026 |
| Asempa Wealth Advisors | History | Added to | 24,846 | 575 | 0.5% | 0.46% | 388 | +1,760 | 7.62% | Q1 2026 | Apr 08, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 24,741 | 574 | 0.71% | 0.85% | 389 | -5,438 | -18.02% | Q1 2026 | May 15, 2026 |
| Western Financial Corp/CA | History | Reduced | 24,605 | 571 | 0.22% | 0.24% | 390 | -1,093 | -4.25% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 24,470 | 568 | 0.03% | 0.04% | 391 | -7,455 | -23.35% | Q1 2026 | Apr 28, 2026 |
| L2 Asset Management, LLC | History | Added to | 24,390 | 566 | 0.05% | 0.07% | 392 | +684 | 2.89% | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 23,856 | 553 | 0.01% | 0.01% | 393 | +2,880 | 13.73% | Q1 2026 | Apr 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 23,785 | 552 | 0.09% | 0.1% | 394 | -2,695 | -10.18% | Q1 2026 | Apr 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 23,782 | 551 | 0.04% | 0.05% | 395 | -590 | -2.42% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Added to | 23,703 | 546 | 0.01% | 0.02% | 396 | +394 | 1.69% | Q1 2026 | May 14, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 23,439 | 544 | 0.48% | 0.75% | 397 | -23,492 | -50.06% | Q1 2026 | May 04, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 23,412 | 543 | 0.43% | 0.46% | 398 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Liberty Capital Management, Inc. | History | No change | 23,130 | 540 | 0.1% | 0.1% | 399 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Seek First Inc. | History | Reduced | 23,253 | 539 | 0.38% | 0.39% | 400 | -791 | -3.29% | Q1 2026 | Apr 23, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 23,057 | 535 | 0.08% | 0.07% | 401 | -345 | -1.47% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 22,994 | 533 | 0.01% | 0.01% | 402 | -842 | -3.53% | Q1 2026 | Apr 20, 2026 |
| Downshift Financial, LLC | History | Reduced | 22,873 | 531 | 0.27% | 0.76% | 404 | -29,650 | -56.45% | Q1 2026 | Apr 29, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 22,879 | 531 | 0.09% | 0.08% | 403 | +2,626 | 12.97% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 22,405 | 520 | 0.01% | 0.01% | 405 | +1,935 | 9.45% | Q1 2026 | May 07, 2026 |
| Carroll Advisory Group, LLC | History | No change | 22,204 | 515 | 0.2% | 0.22% | 406 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cooper Financial Group | History | Added to | 22,143 | 514 | 0.05% | 0.04% | 407 | +6,555 | 42.05% | Q1 2026 | Apr 07, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 21,623 | 502 | 0.53% | 0.51% | 408 | +260 | 1.22% | Q1 2026 | May 12, 2026 |
| RBA Wealth Management, LLC | History | Added to | 21,562 | 500 | 0.18% | 0.17% | 409 | +167 | 0.78% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 21,177 | 494 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Haven Private, LLC | History | Added to | 21,234 | 493 | 0.21% | 0.22% | 411 | +6 | 0.03% | Q1 2026 | May 05, 2026 |
| Pinion Investment Advisors, LLC | History | New | 21,120 | 490 | 0.11% | — | 413 | +21,120 | New | Q1 2026 | Apr 24, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 21,103 | 490 | 0.07% | 0.07% | 412 | +258 | 1.24% | Q1 2026 | Apr 27, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 20,982 | 487 | 0.23% | 0.9% | 414 | -59,535 | -73.94% | Q1 2026 | Apr 24, 2026 |
| New Harbor Financial Group, LLC | History | No change | 20,900 | 485 | 0.09% | 0.09% | 415 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ridgeline Wealth, LLC | History | No change | 20,888 | 485 | 0.35% | 0.34% | 416 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 20,720 | 481 | 0.0% | — | 417 | +20,720 | New | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 20,575 | 478 | 0.02% | — | 419 | +20,575 | New | Q1 2026 | May 15, 2026 |
| RCW Management, LLC | History | No change | 20,609 | 478 | 0.49% | 0.49% | 418 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Balboa Wealth Partners | History | No change | 20,426 | 474 | 0.08% | 0.08% | 420 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 20,218 | 469 | 0.32% | 0.31% | 421 | +324 | 1.63% | Q1 2026 | May 04, 2026 |
| Marks Group Wealth Management, Inc | History | New | 20,124 | 467 | 0.05% | — | 422 | +20,124 | New | Q1 2026 | May 05, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 19,988 | 464 | 0.44% | 0.45% | 423 | +150 | 0.76% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,954 | 463 | 0.02% | 0.01% | 424 | +11,227 | 128.65% | Q1 2026 | May 19, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 19,940 | 463 | 0.21% | 0.22% | 425 | +34 | 0.17% | Q1 2026 | Apr 08, 2026 |
| LongView Wealth Management | History | New | 19,753 | 460 | 0.12% | — | 426 | +19,753 | New | Q1 2026 | Apr 15, 2026 |
| FDx Advisors, Inc. | History | Added to | 19,632 | 456 | 0.15% | 0.23% | 427 | +46 | 0.23% | Q1 2026 | May 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 19,636 | 455 | 0.11% | 0.08% | 429 | +7,919 | 67.59% | Q1 2026 | May 08, 2026 |
| Wedmont Private Capital | History | No change | 19,610 | 455 | 0.01% | 0.02% | 428 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Advisor OS, LLC | History | Reduced | 19,497 | 452 | 0.03% | 0.41% | 430 | -198,780 | -91.07% | Q1 2026 | May 07, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Reduced | 19,441 | 451 | 0.72% | 5.75% | 431 | -365,701 | -94.95% | Q1 2026 | Apr 16, 2026 |
| Fermata Advisors, LLC | History | Added to | 19,325 | 448 | 0.1% | 0.09% | 432 | +3,073 | 18.91% | Q1 2026 | Apr 08, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 19,292 | 447 | 0.04% | 0.04% | 433 | +95 | 0.49% | Q1 2026 | Apr 30, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 19,251 | 447 | 0.14% | 0.14% | 434 | -7 | -0.04% | Q1 2026 | Apr 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 19,141 | 444 | 0.06% | 0.03% | 435 | +9,007 | 88.88% | Q1 2026 | May 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 18,718 | 434 | 0.05% | 0.06% | 436 | -650 | -3.36% | Q1 2026 | Apr 21, 2026 |
| Rothschild Wealth LLC | History | Reduced | 18,704 | 434 | 0.04% | 0.04% | 437 | -24 | -0.13% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 18,482 | 431 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Dentgroup LLC | History | No change | 18,425 | 430 | 0.3% | 0.3% | 439 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| True North Advisors, LLC | History | Reduced | 18,236 | 423 | 0.05% | 0.11% | 440 | -19,100 | -51.16% | Q1 2026 | May 07, 2026 |
| Fulcrum Equity Management | History | Added to | 18,254 | 423 | 0.41% | 0.4% | 441 | +177 | 0.98% | Q1 2026 | Apr 02, 2026 |
| Faithward Advisors, LLC | History | Reduced | 18,147 | 421 | 0.06% | 0.06% | 442 | -612 | -3.26% | Q1 2026 | Apr 17, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 18,070 | 419 | 0.12% | 0.14% | 443 | -3,076 | -14.55% | Q1 2026 | Apr 23, 2026 |
| Versant Capital Management, Inc | History | No change | 17,968 | 417 | 0.04% | 0.05% | 444 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Added to | 17,884 | 415 | 0.29% | 0.28% | 445 | +171 | 0.97% | Q1 2026 | Apr 24, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 17,797 | 413 | 0.17% | 0.2% | 446 | -3,919 | -18.05% | Q1 2026 | Apr 23, 2026 |
| One Capital Management, LLC | History | No change | 17,740 | 411 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Note Advisors, LLC | History | Added to | 17,580 | 408 | 0.2% | 0.18% | 448 | +2,458 | 16.25% | Q1 2026 | May 15, 2026 |
| Bowman & Co S.C. | History | No change | 17,396 | 406 | 0.17% | 0.17% | 449 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 17,266 | 400 | 0.13% | 0.15% | 450 | +97 | 0.56% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 17,206 | 399 | 0.1% | 0.11% | 451 | -604 | -3.39% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 17,131 | 397 | 0.0% | 0.0% | 452 | -7,286 | -29.84% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 16,966 | 393 | 0.01% | 0.01% | 453 | -611 | -3.48% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 16,867 | 391 | 0.0% | 0.0% | 455 | -6,409 | -27.53% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 16,853 | 391 | 0.01% | 0.01% | 454 | +87 | 0.52% | Q1 2026 | Apr 10, 2026 |
| Gleason Group, Inc. | History | Added to | 16,828 | 390 | 0.04% | 0.02% | 456 | +6,094 | 56.77% | Q1 2026 | May 04, 2026 |
| Courage Miller Partners, LLC | History | No change | 16,460 | 382 | 0.11% | 0.12% | 457 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Independent Advisor Alliance | History | New | 16,403 | 380 | 0.0% | — | 458 | +16,403 | New | Q1 2026 | May 12, 2026 |
| Lansing Street Advisors | History | Added to | 16,279 | 377 | 0.09% | 0.1% | 459 | +95 | 0.59% | Q1 2026 | Apr 28, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 15,900 | 369 | 0.34% | 0.46% | 460 | -4,579 | -22.36% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 15,810 | 367 | 0.27% | 0.31% | 461 | -107 | -0.67% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 15,601 | 362 | 0.04% | 0.03% | 462 | +4,094 | 35.58% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,493 | 359 | 0.0% | 0.0% | 463 | +1,326 | 9.36% | Q1 2026 | May 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 15,388 | 357 | 0.03% | 0.03% | 464 | +218 | 1.44% | Q1 2026 | Apr 27, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 15,047 | 349 | 0.01% | 0.01% | 465 | +4,172 | 38.36% | Q1 2026 | Apr 13, 2026 |
| PSI Advisors, LLC | History | New | 15,006 | 348 | 0.08% | — | 467 | +15,006 | New | Q1 2026 | May 14, 2026 |
| Joule Financial, LLC | History | Reduced | 15,000 | 348 | 0.1% | 0.11% | 466 | -1,383 | -8.44% | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 14,986 | 347 | 0.01% | 0.04% | 468 | -30,133 | -66.79% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 14,986 | 347 | 0.05% | 0.16% | 469 | -30,133 | -66.79% | Q1 2026 | Apr 28, 2026 |
| ASPIRIANT, LLC | History | No change | 14,874 | 345 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 14,774 | 343 | 0.04% | 0.04% | 471 | +365 | 2.53% | Q1 2026 | Apr 23, 2026 |
| Daytona Street Capital LLC | History | Added to | 14,746 | 341 | 0.26% | 0.23% | 472 | +2,060 | 16.24% | Q1 2026 | Apr 10, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 14,664 | 340 | 0.1% | 0.09% | 474 | +1,714 | 13.24% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 14,622 | 340 | 0.02% | 0.02% | 473 | +55 | 0.38% | Q1 2026 | May 18, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 14,511 | 336 | 0.0% | — | 476 | +14,511 | New | Q1 2026 | May 12, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 14,506 | 336 | 0.02% | 0.01% | 475 | +3,566 | 32.6% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 14,499 | 335 | 0.02% | 0.02% | 477 | -225 | -1.53% | Q1 2026 | Apr 24, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 14,391 | 334 | 0.09% | 0.08% | 479 | +887 | 6.57% | Q1 2026 | May 12, 2026 |
| Diversified Investment Strategies, LLC | History | Added to | 14,395 | 334 | 0.21% | 0.22% | 478 | +200 | 1.41% | Q1 2026 | Apr 30, 2026 |
| NOVEM GROUP | History | Reduced | 14,364 | 333 | 0.04% | 0.04% | 480 | -20 | -0.14% | Q1 2026 | Apr 10, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 14,216 | 330 | 0.02% | 0.02% | 481 | -2,251 | -13.67% | Q1 2026 | Apr 29, 2026 |
| Embree Financial Group | History | Reduced | 14,161 | 328 | 0.04% | 0.05% | 482 | -3,451 | -19.59% | Q1 2026 | Apr 23, 2026 |
| BURNS J W & CO INC/NY | History | No change | 14,000 | 325 | 0.04% | 0.04% | 483 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 13,646 | 318 | 0.2% | 0.2% | 484 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset One Wealth Management LLC | History | Added to | 13,610 | 316 | 0.03% | 0.04% | 485 | +43 | 0.32% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 13,507 | 313 | 0.04% | 0.05% | 486 | -1,869 | -12.16% | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | Added to | 13,510 | 313 | 0.02% | 0.02% | 487 | +335 | 2.54% | Q1 2026 | May 05, 2026 |
| Waterloo Capital, L.P. | History | Added to | 13,422 | 311 | 0.02% | 0.02% | 488 | +1,849 | 15.98% | Q1 2026 | May 12, 2026 |
| Partners in Financial Planning | History | Added to | 13,387 | 310 | 0.05% | 0.05% | 489 | +93 | 0.7% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | New | 13,334 | 309 | 0.08% | — | 491 | +13,334 | New | Q1 2026 | Apr 23, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 13,328 | 309 | 0.01% | 0.01% | 490 | -208 | -1.54% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 13,293 | 308 | 0.0% | 0.05% | 492 | -136,666 | -91.14% | Q1 2026 | May 11, 2026 |
| Walker Financial Services, Inc. | History | Added to | 13,282 | 308 | 0.11% | 0.11% | 493 | +89 | 0.67% | Q1 2026 | Apr 29, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 13,156 | 305 | 0.15% | 0.16% | 494 | -81 | -0.61% | Q1 2026 | Apr 22, 2026 |
| Ethos Financial Group, LLC | History | Added to | 13,104 | 304 | 0.02% | 0.02% | 495 | +1,298 | 10.99% | Q1 2026 | May 05, 2026 |
| SWMG, LLC | History | Reduced | 13,065 | 303 | 0.09% | 0.1% | 496 | -1,636 | -11.13% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,967 | 301 | 0.0% | 0.0% | 497 | +105 | 0.82% | Q1 2026 | May 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 12,993 | 301 | 0.01% | 0.01% | 498 | +16 | 0.12% | Q1 2026 | May 01, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 12,924 | 300 | 0.14% | 0.14% | 499 | +343 | 2.73% | Q1 2026 | May 12, 2026 |
| Francis Financial, Inc. | History | Added to | 12,911 | 299 | 0.06% | 0.06% | 500 | +452 | 3.63% | Q1 2026 | May 07, 2026 |
| Burk Holdings LLC | History | No change | 12,911 | 299 | 0.13% | 0.14% | 501 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 12,766 | 296 | 0.29% | 0.29% | 502 | +264 | 2.11% | Q1 2026 | Apr 13, 2026 |
| WealthCollab, LLC | History | Reduced | 12,698 | 294 | 0.12% | 0.12% | 505 | -143 | -1.11% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 12,692 | 294 | 0.02% | 0.02% | 504 | +88 | 0.7% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 12,668 | 294 | 0.0% | 0.0% | 503 | +60 | 0.48% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,613 | 292 | 0.01% | 0.01% | 506 | +1,530 | 13.8% | Q1 2026 | May 06, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 12,332 | 286 | 0.13% | 0.21% | 509 | -7,466 | -37.71% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 12,320 | 286 | 0.0% | 0.0% | 507 | +1,762 | 16.69% | Q1 2026 | Apr 28, 2026 |
| Keebeck Wealth Management | History | Reduced | 12,327 | 286 | 0.03% | 0.04% | 508 | -1,112 | -8.27% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,191 | 283 | 0.0% | 0.0% | 510 | +1,166 | 10.58% | Q1 2026 | May 11, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 12,186 | 282 | 0.03% | 0.04% | 511 | -1,967 | -13.9% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 11,746 | 274 | 0.05% | 0.05% | 512 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 11,815 | 274 | 0.18% | 0.18% | 513 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 11,765 | 273 | 0.03% | 0.03% | 514 | -48 | -0.41% | Q1 2026 | May 11, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 11,773 | 273 | 0.22% | 0.22% | 515 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 11,694 | 271 | 0.06% | 0.06% | 516 | +104 | 0.9% | Q1 2026 | Apr 20, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 11,618 | 271 | 0.06% | 0.06% | 517 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 11,469 | 266 | 0.11% | 0.11% | 518 | -355 | -3.0% | Q1 2026 | Apr 21, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 11,468 | 266 | 0.18% | 0.18% | 519 | -72 | -0.62% | Q1 2026 | Apr 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 11,430 | 265 | 0.09% | 0.1% | 520 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Quantum Capital Management, LLC / NJ | History | Added to | 11,412 | 264 | 0.03% | 0.03% | 521 | +950 | 9.08% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,292 | 262 | 0.0% | 0.0% | 522 | -21,105 | -65.14% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 11,242 | 261 | 0.01% | 0.01% | 523 | +641 | 6.05% | Q1 2026 | Apr 27, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 11,230 | 260 | 0.19% | 0.2% | 524 | -1,100 | -8.92% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 11,174 | 259 | 0.01% | 0.01% | 525 | -629 | -5.33% | Q1 2026 | Apr 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,073 | 257 | 0.03% | — | 528 | +11,073 | New | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Added to | 11,104 | 257 | 0.0% | 0.0% | 526 | +1,867 | 20.21% | Q1 2026 | Apr 23, 2026 |
| HORAN Wealth, LLC | History | Added to | 11,076 | 257 | 0.02% | 0.04% | 527 | +96 | 0.87% | Q1 2026 | May 08, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 11,029 | 256 | 0.21% | 0.22% | 529 | -890 | -7.47% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | New | 10,943 | 254 | 0.01% | — | 532 | +10,943 | New | Q1 2026 | May 14, 2026 |
| FLC Capital Advisors | History | Reduced | 10,972 | 254 | 0.05% | 0.05% | 531 | -1,393 | -11.27% | Q1 2026 | May 01, 2026 |
| VANGUARD GROUP INC | History | No change | 10,871 | 254 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 10,845 | 251 | 0.0% | 0.01% | 533 | -619 | -5.4% | Q1 2026 | May 11, 2026 |
| Opes Wealth Management LLC | History | Added to | 10,816 | 251 | 0.04% | 0.04% | 534 | +169 | 1.59% | Q1 2026 | Apr 28, 2026 |
| Truepoint, Inc. | History | New | 10,794 | 250 | 0.01% | — | 536 | +10,794 | New | Q1 2026 | May 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 10,768 | 250 | 0.03% | 0.02% | 535 | +822 | 8.26% | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | Added to | 10,726 | 249 | 0.0% | 0.0% | 537 | +625 | 6.19% | Q1 2026 | May 05, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 10,735 | 249 | 0.26% | 0.26% | 538 | -56 | -0.52% | Q1 2026 | Apr 23, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 10,606 | 246 | 0.01% | 0.01% | 539 | -350 | -3.19% | Q1 2026 | Apr 21, 2026 |
| GS Investments, Inc. | History | No change | 10,608 | 246 | 0.14% | 0.13% | 540 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Reduced | 10,537 | 244 | 0.0% | 0.0% | 542 | -1,621 | -13.33% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 10,508 | 244 | 0.0% | 0.0% | 541 | +22 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 10,474 | 243 | 0.07% | 0.07% | 543 | -105 | -0.99% | Q1 2026 | Apr 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 10,465 | 242 | 0.02% | 0.0% | 544 | +10,417 | 21702.08% | Q1 2026 | Apr 09, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 10,264 | 238 | 0.27% | 0.26% | 545 | +184 | 1.83% | Q1 2026 | Apr 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 10,232 | 237 | 0.0% | — | 547 | +10,232 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 10,231 | 237 | 0.01% | 0.01% | 546 | +175 | 1.74% | Q1 2026 | Apr 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 9,985 | 231 | 0.02% | — | 549 | +9,985 | New | Q1 2026 | Apr 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 9,978 | 231 | 0.17% | 0.17% | 548 | -132 | -1.31% | Q1 2026 | Apr 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 9,901 | 229 | 0.16% | 0.15% | 550 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 9,771 | 226 | 0.05% | 0.05% | 551 | +46 | 0.47% | Q1 2026 | Apr 13, 2026 |
| Altus Wealth Group LLC | History | New | 9,705 | 225 | 0.09% | — | 552 | +9,705 | New | Q1 2026 | Apr 27, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,675 | 224 | 0.01% | 0.01% | 553 | -425 | -4.21% | Q1 2026 | May 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 9,568 | 222 | 0.07% | 0.08% | 554 | -1,395 | -12.72% | Q1 2026 | Apr 06, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 9,592 | 222 | 0.05% | 0.05% | 555 | -65 | -0.67% | Q1 2026 | Apr 13, 2026 |
| GatePass Capital, LLC | History | Reduced | 9,438 | 219 | 0.1% | 0.12% | 557 | -580 | -5.79% | Q1 2026 | May 06, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 9,451 | 219 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Black Diamond Financial, LLC | History | New | 9,332 | 216 | 0.02% | — | 560 | +9,332 | New | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Added to | 9,325 | 216 | 0.0% | 0.0% | 558 | +65 | 0.7% | Q1 2026 | May 11, 2026 |
| Whelan Financial | History | Added to | 9,316 | 216 | 0.07% | 0.07% | 559 | +57 | 0.62% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 9,160 | 212 | 0.01% | 0.01% | 562 | +1,006 | 12.34% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 9,104 | 212 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SRH ADVISORS, LLC | History | No change | 9,106 | 211 | 0.06% | 0.06% | 563 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,963 | 208 | 0.0% | 0.0% | 564 | -211 | -2.3% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 8,935 | 207 | 0.02% | 0.02% | 565 | +62 | 0.7% | Q1 2026 | May 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 8,914 | 206 | 0.01% | 0.01% | 566 | -3,300 | -27.02% | Q1 2026 | May 13, 2026 |
| Trinity Wealth Management, LLC | History | New | 8,808 | 204 | 0.07% | — | 567 | +8,808 | New | Q1 2026 | Apr 17, 2026 |
| Inspire Advisors, LLC | History | Added to | 8,777 | 203 | 0.02% | 0.02% | 568 | +154 | 1.79% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | New | 8,732 | 202 | 0.01% | — | 569 | +8,732 | New | Q1 2026 | May 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 8,626 | 200 | 0.07% | 0.07% | 570 | -40 | -0.46% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 8,378 | 193 | 0.0% | 0.0% | 571 | -376 | -4.3% | Q1 2026 | May 06, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 7,636 | 177 | 0.07% | 0.09% | 572 | -1,174 | -13.33% | Q1 2026 | May 01, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 7,547 | 176 | 0.07% | 0.08% | 573 | -1,523 | -16.79% | Q1 2026 | Apr 27, 2026 |
| Northwest Capital Management Inc | History | No change | 7,277 | 170 | 0.74% | 0.74% | 574 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Investors Research Corp | History | No change | 7,094 | 164 | 0.03% | 0.03% | 575 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 7,026 | 163 | 0.01% | — | 576 | +7,026 | New | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | Added to | 6,931 | 160 | 0.11% | 0.1% | 578 | +405 | 6.21% | Q1 2026 | Apr 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 6,900 | 160 | 0.02% | 0.02% | 577 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 6,812 | 158 | 0.04% | 0.05% | 579 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,175 | 143 | 0.0% | 0.0% | 580 | +177 | 2.95% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Added to | 5,812 | 134 | 0.0% | 0.0% | 582 | +290 | 5.25% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,813 | 134 | 0.01% | 0.01% | 581 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 5,758 | 133 | 0.0% | 0.0% | 583 | +4,135 | 254.78% | Q1 2026 | May 11, 2026 |
| Evensky & Katz LLC | History | Added to | 5,680 | 132 | 0.01% | 0.01% | 584 | +39 | 0.69% | Q1 2026 | Apr 22, 2026 |
| Colonial Trust Advisors | History | No change | 5,240 | 121 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,141 | 119 | 0.0% | 0.0% | 587 | +441 | 9.38% | Q1 2026 | Apr 07, 2026 |
| Front Row Advisors LLC | History | No change | 5,148 | 119 | 0.04% | 0.04% | 586 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| New Republic Capital, LLC | History | Added to | 4,991 | 115 | 0.04% | 0.03% | 588 | +938 | 23.14% | Q1 2026 | May 01, 2026 |
| Bell Investment Advisors, Inc | History | New | 4,751 | 110 | 0.02% | — | 589 | +4,751 | New | Q1 2026 | Apr 17, 2026 |
| New Millennium Group LLC | History | No change | 4,670 | 109 | 0.05% | 0.05% | 590 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 4,403 | 102 | 0.02% | 0.05% | 591 | -5,874 | -57.16% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,310 | 100 | 0.0% | 0.0% | 592 | -1,160 | -21.21% | Q1 2026 | May 01, 2026 |
| Stephens Consulting, LLC | History | No change | 4,113 | 96 | 0.03% | 0.03% | 593 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,967 | 92 | 0.0% | 0.0% | 594 | -121 | -2.96% | Q1 2026 | May 13, 2026 |
| Granite Investment Partners, LLC | History | No change | 3,780 | 87 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,717 | 86 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 3,614 | 83 | 0.0% | 0.0% | 597 | +103 | 2.93% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 3,525 | 81 | 0.01% | 0.01% | 598 | -520 | -12.86% | Q1 2026 | Apr 16, 2026 |
| United Financial Planning Group LLC | History | Reduced | 3,328 | 77 | 0.05% | 0.18% | 599 | -9,253 | -73.55% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 3,306 | 76 | 0.0% | 0.0% | 600 | +613 | 22.76% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,210 | 74 | 0.0% | 0.0% | 601 | -8,010 | -71.39% | Q1 2026 | May 11, 2026 |
| Align Financial, LLC | History | Reduced | 3,178 | 73 | 0.04% | 0.04% | 602 | -71,102 | -95.72% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 3,056 | 71 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,077 | 71 | 0.01% | 0.01% | 604 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 2,998 | 69 | 0.0% | 0.0% | 606 | +244 | 8.86% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,006 | 69 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Added to | 2,834 | 65 | 0.0% | 0.0% | 607 | +652 | 29.88% | Q1 2026 | May 11, 2026 |
| WFA of San Diego, LLC | History | Reduced | 2,710 | 62 | 0.05% | 0.06% | 608 | -781 | -22.37% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,650 | 61 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,360 | 54 | 0.0% | 0.0% | 610 | -11 | -0.46% | Q1 2026 | Apr 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,201 | 51 | 0.0% | — | 612 | +2,201 | New | Q1 2026 | Apr 29, 2026 |
| SouthState Bank Corp | History | Added to | 2,212 | 51 | 0.0% | 0.0% | 611 | +1,866 | 539.31% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,140 | 49 | 0.0% | 0.0% | 613 | -48 | -2.19% | Q1 2026 | May 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,068 | 48 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 2,053 | 47 | 0.0% | 0.0% | 617 | -784 | -27.63% | Q1 2026 | May 06, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 2,039 | 47 | 0.02% | 0.02% | 615 | +13 | 0.64% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,024 | 47 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,954 | 45 | 0.0% | 0.0% | 618 | -658 | -25.19% | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | Added to | 1,818 | 42 | 0.02% | 0.0% | 619 | +1,486 | 447.59% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,788 | 41 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | New | 1,638 | 38 | 0.0% | — | 621 | +1,638 | New | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,590 | 36 | 0.0% | — | 623 | +1,590 | New | Q1 2026 | May 08, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,564 | 36 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 1,531 | 35 | 0.01% | 0.01% | 625 | +114 | 8.05% | Q1 2026 | Apr 09, 2026 |
| Legacy Bridge, LLC | History | No change | 1,530 | 35 | 0.01% | 0.01% | 624 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,547 | 35 | 0.01% | 0.01% | 626 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,418 | 32 | 0.0% | — | 627 | +1,418 | New | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,250 | 29 | 0.01% | 0.01% | 628 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | Reduced | 1,216 | 28 | 0.0% | 0.0% | 629 | -226 | -15.67% | Q1 2026 | May 14, 2026 |
| LGT Financial Advisors LLC | History | Added to | 1,207 | 28 | 0.14% | 0.17% | 630 | +35 | 2.99% | Q1 2026 | Apr 28, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,198 | 27 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1,190 | 27 | 0.02% | 0.02% | 632 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 1,040 | 24 | 0.01% | — | 634 | +1,040 | New | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,050 | 24 | 0.02% | 0.02% | 633 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 952 | 22 | 0.02% | — | 635 | +952 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 911 | 21 | 0.0% | 0.0% | 637 | -2,708 | -74.83% | Q1 2026 | Apr 24, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 930 | 21 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 893 | 20 | 0.0% | 0.0% | 638 | +6 | 0.68% | Q1 2026 | May 01, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 783 | 18 | 0.0% | 0.0% | 639 | +651 | 493.18% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 741 | 17 | 0.0% | 0.0% | 640 | +207 | 38.76% | Q1 2026 | May 13, 2026 |
| Heritage Wealth Advisors | History | Added to | 734 | 17 | 0.0% | 0.0% | 641 | +13 | 1.8% | Q1 2026 | May 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 751 | 17 | 0.0% | 0.0% | 642 | +12 | 1.62% | Q1 2026 | May 07, 2026 |
| Cordant, Inc. | History | No change | 725 | 16 | 0.01% | 0.01% | 643 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | No change | 650 | 15 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 650 | 15 | 0.01% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 641 | 14 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 581 | 13 | 0.0% | 0.0% | 648 | +498 | 600.0% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 588 | 13 | 0.0% | 0.0% | 647 | +4 | 0.68% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 528 | 12 | 0.0% | 0.0% | 650 | -54 | -9.28% | Q1 2026 | May 05, 2026 |
| Anfield Capital Management, LLC | History | Added to | 517 | 12 | 0.0% | 0.0% | 649 | +1 | 0.19% | Q1 2026 | May 12, 2026 |
| American Capital Advisory, LLC | History | No change | 552 | 12 | 0.0% | 0.01% | 651 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Networth Advisors, LLC | History | New | 478 | 11 | 0.01% | — | 652 | +478 | New | Q1 2026 | Apr 22, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 437 | 10 | 0.01% | 0.01% | 653 | +48 | 12.34% | Q1 2026 | Apr 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 345 | 8 | 0.0% | — | 655 | +345 | New | Q1 2026 | May 07, 2026 |
| Trust Co | History | Added to | 347 | 8 | 0.0% | 0.0% | 654 | +1 | 0.29% | Q1 2026 | Apr 13, 2026 |
| Main Street Group, LTD | History | New | 296 | 6 | 0.0% | — | 660 | +296 | New | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 300 | 6 | 0.0% | 0.0% | 658 | -207 | -40.83% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | Added to | 289 | 6 | 0.0% | 0.0% | 657 | +2 | 0.7% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | Added to | 278 | 6 | 0.0% | 0.0% | 659 | +1 | 0.36% | Q1 2026 | May 04, 2026 |
| Palouse Capital Management, Inc. | History | No change | 264 | 6 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 260 | 5 | 0.0% | 0.0% | 662 | +3 | 1.17% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 219 | 5 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 159 | 3 | 0.0% | — | 665 | +159 | New | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | New | 132 | 3 | 0.0% | — | 666 | +132 | New | Q1 2026 | May 11, 2026 |
| BIRCHBROOK, INC. | History | Added to | 131 | 3 | 0.0% | 0.0% | 664 | +1 | 0.77% | Q1 2026 | Apr 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 138 | 3 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 100 | 2 | 0.0% | 0.0% | 667 | -74 | -42.53% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 94 | 2 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 106 | 2 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 123 | 2 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | New | 70 | 1 | 0.0% | — | 676 | +70 | New | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 56 | 1 | 0.0% | 0.0% | 675 | -56 | -50.0% | Q1 2026 | Apr 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 66 | 1 | 0.0% | 0.0% | 671 | +1 | 1.54% | Q1 2026 | May 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 60 | 1 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Weaver Capital Management LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -182,208 | -100.0% | Q1 2026 | May 08, 2026 |
| Hidden Cove Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.09% | — | -137,963 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -114,588 | -100.0% | Q1 2026 | May 05, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -75,517 | -100.0% | Q1 2026 | May 12, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -52,372 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -45,108 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -44,935 | -100.0% | Q1 2026 | May 20, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -33,017 | -100.0% | Q1 2026 | May 13, 2026 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -28,433 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -27,030 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,916 | -100.0% | Q1 2026 | May 14, 2026 |
| Entelevest, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -22,081 | -100.0% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,042 | -100.0% | Q1 2026 | Apr 29, 2026 |
| UNIVEST FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -19,621 | -100.0% | Q1 2026 | May 01, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,689 | -100.0% | Q1 2026 | May 07, 2026 |
| Midwest Heritage Bank, FSB | History | Closed out | 0 | 0 | — | 0.12% | — | -14,338 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -13,978 | -100.0% | Q1 2026 | May 12, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -12,980 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,969 | -100.0% | Q1 2026 | Apr 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,230 | -100.0% | Q1 2026 | May 08, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,710 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Parkshore Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -9,706 | -100.0% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -9,170 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Bensler, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,789 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,302 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,680 | -100.0% | Q1 2026 | May 04, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,094 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,087 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,685 | -100.0% | Q1 2026 | May 15, 2026 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,536 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -752 | -100.0% | Q1 2026 | May 04, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -499 | -100.0% | Q1 2026 | May 11, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q1 2026 | May 15, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 08, 2026 |
| Lodestone Wealth Management LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 16, 2026 |
| VANGUARD ADVISERS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 13, 2026 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Vestwell Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 18, 2026 |
| Integrity Financial Corp /WA | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |