iSHARES TRUST - SCZ

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025

13D/13G major owners: Ownership tab.

Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.

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Investor	History	Status	Shares held	Market value ($000)	% of portfolio	Previous %	Rank	Change in shares	% change in shares	Source	Date reported
JONES FINANCIAL COMPANIES LLLP	History	Added to	49,428,037	3,755,762	1.81%	1.66%	1	+14,342,867	40.88%	Q1 2026	May 15, 2026
NATIXIS ADVISORS, LLC	History	Added to	12,706,169	996,291	1.39%	1.22%	2	+1,574,487	14.14%	Q1 2026	May 13, 2026
TIAA Wealth Investment Management LLC	History	New	9,480,809	721,300	5.51%	—	3	+9,480,809	New	Q1 2026	May 12, 2026
FMR LLC	History	Added to	4,673,742	366,468	0.02%	0.01%	4	+1,961,884	72.34%	Q1 2026	May 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	New	4,351,812	341,225	1.31%	—	5	+4,351,812	New	Q1 2026	May 12, 2026
Creative Planning	History	Reduced	3,924,370	307,709	0.21%	0.22%	6	-76,734	-1.92%	Q1 2026	May 12, 2026
BlackRock, Inc.	History	Added to	3,787,452	296,974	0.01%	0.0%	7	+381,688	11.21%	Q1 2026	May 13, 2026
State of New Jersey Common Pension Fund D	History	No change	3,702,826	290,338	1.12%	1.04%	8	0	0.0%	Q1 2026	May 05, 2026
Bank of New York Mellon Corp	History	Added to	3,174,657	248,924	0.05%	0.04%	9	+21,028	0.67%	Q1 2026	May 05, 2026
GOLDMAN SACHS GROUP INC	History	Added to	3,036,092	238,059	0.03%	0.03%	10	+344,396	12.79%	Q1 2026	May 15, 2026
MORGAN STANLEY	History	Added to	2,495,025	195,635	0.01%	0.01%	11	+105,687	4.42%	Q1 2026	May 15, 2026
BANK OF AMERICA CORP /DE/	History	Added to	2,452,274	192,282	0.01%	0.01%	12	+639,775	35.3%	Q1 2026	May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP	History	Added to	1,478,776	115,950	0.02%	0.02%	13	+285,941	23.97%	Q1 2026	May 15, 2026
NORTHERN TRUST CORP	History	Added to	1,300,436	101,967	0.01%	0.01%	14	+34,817	2.75%	Q1 2026	May 14, 2026
Focus Partners Wealth	History	Reduced	1,284,028	100,705	0.11%	0.11%	15	-11,805	-0.91%	Q1 2026	May 14, 2026
Cassaday & Co Wealth Management LLC	History	Reduced	1,258,490	98,678	2.1%	2.08%	16	-12,820	-1.01%	Q1 2026	May 07, 2026
Cetera Investment Advisers	History	Added to	1,131,350	88,709	0.09%	0.09%	17	+54,817	5.09%	Q1 2026	May 13, 2026
UBS Group AG	History	Added to	975,244	76,468	0.01%	0.01%	18	+199,543	25.72%	Q1 2026	May 05, 2026
Modera Wealth Management, LLC	History	Reduced	894,861	70,166	0.84%	0.82%	19	-21,394	-2.33%	Q1 2026	May 06, 2026
Wilmington Savings Fund Society, FSB	History	Reduced	861,100	67,518	1.61%	1.59%	20	-15,296	-1.75%	Q1 2026	Apr 30, 2026
LPL Financial LLC	History	Reduced	848,780	66,552	0.02%	0.02%	21	-7,621	-0.89%	Q1 2026	May 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	Added to	720,172	56,468	0.03%	0.03%	22	+56,577	8.53%	Q1 2026	May 07, 2026
HighTower Advisors, LLC	History	Added to	701,254	54,985	0.06%	0.06%	23	+9,845	1.42%	Q1 2026	May 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	Added to	691,191	54,196	0.01%	0.0%	24	+659,542	2083.93%	Q1 2026	May 15, 2026
State of Tennessee, Department of Treasury	History	Reduced	625,924	49,078	0.16%	0.16%	25	-33	-0.01%	Q1 2026	May 15, 2026
Nuveen, LLC	History	Added to	616,804	48,363	0.01%	0.01%	26	+365,300	145.25%	Q1 2026	Apr 30, 2026
Financial Advisory Corp	History	Reduced	581,867	45,624	6.34%	6.69%	27	-11,071	-1.87%	Q1 2026	Apr 10, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Reduced	576,958	45,239	0.01%	0.01%	28	-9,166	-1.56%	Q1 2026	May 04, 2026
Forvis Mazars Wealth Advisors, LLC	History	Reduced	576,024	45,166	0.86%	0.87%	29	-18,362	-3.09%	Q1 2026	May 01, 2026
NATIONAL BANK OF CANADA /FI/	History	Added to	539,172	42,276	0.04%	0.0%	30	+515,436	2171.54%	Q1 2026	May 14, 2026
BANK OF MONTREAL /CAN/	History	Reduced	531,686	41,689	0.02%	0.02%	31	-186,574	-25.98%	Q1 2026	May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	Reduced	496,916	38,963	0.02%	0.02%	32	-15,154	-2.96%	Q1 2026	May 08, 2026
WELLS FARGO & COMPANY/MN	History	Added to	476,324	37,348	0.01%	0.01%	33	+113,825	31.4%	Q1 2026	May 11, 2026
Corient Private Wealth LLC	History	Added to	491,436	37,293	0.05%	0.05%	34	+6,316	1.3%	Q1 2026	May 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	Added to	469,189	36,789	0.28%	0.26%	35	+22,285	4.99%	Q1 2026	May 12, 2026
Baker Avenue Asset Management, LP	History	Added to	446,785	35,032	0.79%	0.8%	36	+1,839	0.41%	Q1 2026	May 12, 2026
Plancorp, LLC	History	Reduced	414,374	34,314	0.98%	0.97%	37	-429	-0.1%	Q1 2026	Apr 14, 2026
Wealthcare Advisory Partners LLC	History	Added to	406,167	31,847	0.62%	0.61%	38	+2,479	0.61%	Q1 2026	Apr 14, 2026
MAI Capital Management	History	Added to	376,174	29,495	0.17%	0.16%	39	+9,349	2.55%	Q1 2026	May 15, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC	History	Reduced	375,064	29,408	1.42%	1.41%	40	-7,824	-2.04%	Q1 2026	Apr 17, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	Added to	367,659	28,828	0.04%	0.04%	41	+65,489	21.67%	Q1 2026	May 15, 2026
Bear Mountain Capital, Inc.	History	Added to	333,626	28,221	8.48%	8.45%	42	+8,306	2.55%	Q1 2026	May 12, 2026
CHOREO, LLC	History	Reduced	314,114	24,629	0.3%	0.32%	43	-11,120	-3.42%	Q1 2026	May 12, 2026
Arvest Bank Trust Division	History	Reduced	313,649	24,593	1.34%	1.34%	44	-4,865	-1.53%	Q1 2026	May 13, 2026
FIFTH THIRD BANCORP	History	Added to	302,862	23,747	0.04%	0.05%	45	+81,371	36.74%	Q1 2026	May 01, 2026
Shakespeare Wealth Management, LLC	History	Added to	297,524	23,328	5.52%	5.05%	46	+2,580	0.87%	Q1 2026	Apr 30, 2026
Pure Financial Advisors, LLC	History	Added to	293,542	23,016	0.33%	0.36%	47	+4,452	1.54%	Q1 2026	Apr 10, 2026
Ballentine Partners, LLC	History	Reduced	290,142	22,750	0.32%	0.32%	48	-2,547	-0.87%	Q1 2026	May 14, 2026
CITADEL ADVISORS LLC	History	New	287,647	22,554	0.0%	—	49	+287,647	New	Q1 2026	May 15, 2026
STIFEL FINANCIAL CORP	History	Added to	250,690	19,656	0.02%	0.02%	50	+1,726	0.69%	Q1 2026	May 12, 2026
Mill Creek Capital Advisors, LLC	History	Reduced	241,779	18,957	0.39%	0.42%	51	-25,712	-9.61%	Q1 2026	May 14, 2026
Aspect Partners, LLC	History	Added to	239,050	18,743	7.66%	0.52%	52	+223,846	1472.28%	Q1 2026	Apr 02, 2026
Bryn Mawr Trust Advisors, LLC	History	Added to	230,756	18,093	0.88%	0.75%	53	+30,900	15.46%	Q1 2026	May 04, 2026
FSM Wealth Advisors, LLC	History	Added to	229,229	17,973	2.31%	2.32%	54	+10,808	4.95%	Q1 2026	Apr 27, 2026
MISSION WEALTH MANAGEMENT, LP	History	Added to	228,135	17,888	0.37%	0.35%	55	+4,137	1.85%	Q1 2026	May 15, 2026
IMA Advisory Services, Inc.	History	Added to	225,289	17,652	1.72%	0.93%	56	+100,372	80.35%	Q1 2026	May 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Reduced	213,145	16,712	0.02%	0.02%	57	-777	-0.36%	Q1 2026	Apr 27, 2026
Savant Capital, LLC	History	Added to	212,798	16,685	0.08%	0.08%	58	+23,607	12.48%	Q1 2026	May 04, 2026
RAYMOND JAMES FINANCIAL INC	History	Added to	210,952	16,540	0.01%	0.0%	59	+7,065	3.47%	Q1 2026	May 14, 2026
TRUIST FINANCIAL CORP	History	Reduced	206,205	16,168	0.02%	0.02%	60	-14,566	-6.6%	Q1 2026	Apr 27, 2026
Cambridge Investment Research Advisors, Inc.	History	Added to	203,743	15,976	0.04%	0.02%	61	+86,194	73.33%	Q1 2026	Apr 30, 2026
JPMORGAN CHASE & CO	History	Reduced	208,764	15,882	0.0%	0.01%	62	-1,112,974	-84.21%	Q1 2026	May 13, 2026
Envestnet Portfolio Solutions, Inc.	History	Reduced	200,781	15,743	0.09%	0.06%	63	-2,361	-1.16%	Q1 2026	Apr 29, 2026
FIRST CITIZENS BANK & TRUST CO	History	Reduced	197,137	15,457	0.33%	0.33%	64	-4,233	-2.1%	Q1 2026	May 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION	History	Reduced	196,512	15,408	0.94%	2.89%	65	-15,323,991	-98.73%	Q1 2026	May 12, 2026
OSAIC HOLDINGS, INC.	History	Added to	190,741	14,968	0.02%	0.02%	66	+5,497	2.97%	Q1 2026	May 15, 2026
EXENCIAL WEALTH ADVISORS, LLC	History	Reduced	179,876	14,104	0.44%	0.45%	67	-2,188	-1.2%	Q1 2026	Apr 27, 2026
Sequoia Financial Advisors, LLC	History	Reduced	175,414	13,754	0.08%	0.08%	68	-11,693	-6.25%	Q1 2026	Apr 30, 2026
Wealth Architects, LLC	History	Reduced	175,076	13,727	1.22%	1.26%	69	-4,889	-2.72%	Q1 2026	May 15, 2026
RTD Financial Advisors, Inc.	History	Reduced	170,857	13,396	1.65%	1.63%	70	-1,443	-0.84%	Q1 2026	Apr 10, 2026
Checchi Capital Advisers, LLC	History	Reduced	169,123	13,260	0.67%	0.73%	71	-15,249	-8.27%	Q1 2026	May 04, 2026
Mariner, LLC	History	Added to	163,979	12,857	0.02%	0.01%	72	+4,578	2.87%	Q1 2026	May 13, 2026
CAPTRUST FINANCIAL ADVISORS	History	Added to	160,176	12,559	0.02%	0.02%	73	+2,433	1.54%	Q1 2026	May 14, 2026
Klingman & Associates, LLC	History	Reduced	156,770	12,292	0.59%	0.59%	74	-905	-0.57%	Q1 2026	May 14, 2026
Lido Advisors, LLC	History	Added to	152,294	11,941	0.04%	0.01%	75	+119,774	368.31%	Q1 2026	May 13, 2026
Pathstone Holdings, LLC	History	Reduced	152,270	11,939	0.05%	0.05%	76	-934	-0.61%	Q1 2026	May 11, 2026
Federation des caisses Desjardins du Quebec	History	Added to	149,016	11,684	0.04%	0.0%	77	+145,524	4167.35%	Q1 2026	May 13, 2026
ROYAL BANK OF CANADA	History	Reduced	143,446	11,248	0.0%	0.0%	78	-9,119	-5.98%	Q1 2026	May 15, 2026
Alesco Advisors, LLC, An ESL Co	History	Reduced	143,111	11,221	0.29%	0.29%	79	-3,262	-2.23%	Q1 2026	May 13, 2026
Shoker Investment Counsel, Inc.	History	Added to	142,826	11,199	3.32%	3.21%	80	+1,669	1.18%	Q1 2026	May 11, 2026
Omega Financial Group, LLC	History	Added to	141,407	11,087	3.6%	3.59%	81	+611	0.43%	Q1 2026	May 12, 2026
Brand Asset Management Group, Inc.	History	Reduced	139,741	10,957	2.85%	3.22%	82	-8,825	-5.94%	Q1 2026	May 11, 2026
Curi Capital, LLC	History	Added to	138,828	10,885	0.19%	0.15%	83	+23,882	20.78%	Q1 2026	May 15, 2026
CULLEN/FROST BANKERS, INC.	History	Reduced	135,482	10,623	0.12%	0.13%	84	-12,340	-8.35%	Q1 2026	May 05, 2026
Sound Stewardship, LLC	History	Added to	131,930	10,344	4.74%	4.88%	85	+650	0.5%	Q1 2026	Apr 10, 2026
Frontier Asset Management, LLC	History	Added to	129,905	10,185	2.14%	0.37%	86	+109,099	524.36%	Q1 2026	May 06, 2026
DORVAL Corp	History	Reduced	129,498	10,153	3.15%	3.35%	87	-5,871	-4.34%	Q1 2026	Apr 22, 2026
WESCAP Management Group, Inc.	History	Added to	129,007	10,115	1.99%	2.02%	88	+400	0.31%	Q1 2026	May 12, 2026
AMERIPRISE FINANCIAL INC	History	Reduced	126,252	9,901	0.0%	0.0%	89	-19,882	-13.61%	Q1 2026	May 15, 2026
Baird Financial Group, Inc.	History	Added to	122,741	9,624	0.02%	0.01%	90	+4,232	3.57%	Q1 2026	May 14, 2026
M&T BANK CORP	History	Reduced	122,424	9,599	0.03%	0.03%	91	-5,620	-4.39%	Q1 2026	May 12, 2026
Charles Schwab Trust Co	History	Added to	118,891	9,322	0.6%	0.61%	92	+149	0.13%	Q1 2026	Apr 10, 2026
Fonville Wealth Management LLC	History	Added to	116,247	9,115	1.74%	1.8%	93	+2,512	2.21%	Q1 2026	Apr 20, 2026
Ifrah Financial Services, Inc.	History	Reduced	114,202	8,954	2.37%	2.33%	94	-2,746	-2.35%	Q1 2026	Apr 22, 2026
SACHEM HILL LLC	History	Reduced	111,144	8,714	1.69%	1.72%	95	-3,094	-2.71%	Q1 2026	May 13, 2026
BESSEMER GROUP INC	History	Added to	107,625	8,439	0.01%	0.01%	96	+7,136	7.1%	Q1 2026	May 06, 2026
IFG Advisors, LLC	History	Added to	105,479	8,270	1.35%	1.3%	97	+4,902	4.87%	Q1 2026	Apr 09, 2026
Integrated Wealth Concepts LLC	History	Added to	103,300	8,099	0.06%	0.09%	98	+4,171	4.21%	Q1 2026	May 15, 2026
LTG Capital LLC	History	Added to	102,318	8,022	6.13%	6.12%	99	+973	0.96%	Q1 2026	May 15, 2026
Brooklyn FI, LLC	History	Reduced	102,087	8,004	1.68%	1.72%	100	-1,769	-1.7%	Q1 2026	May 11, 2026
Bleakley Financial Group, LLC	History	Added to	100,329	7,866	0.12%	0.13%	101	+1,682	1.71%	Q1 2026	May 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Reduced	97,322	7,687	0.02%	0.01%	102	-19,165	-16.45%	Q1 2026	Apr 08, 2026
Equitable Holdings, Inc.	History	Reduced	98,325	7,623	0.05%	0.05%	103	-3,970	-3.88%	Q1 2026	May 15, 2026
US BANCORP \DE\	History	Reduced	95,892	7,526	0.01%	0.01%	104	-264	-0.27%	Q1 2026	May 14, 2026
Beacon Pointe Advisors, LLC	History	Reduced	95,916	7,520	0.04%	0.05%	105	-4,874	-4.84%	Q1 2026	May 15, 2026
&PARTNERS	History	Reduced	94,685	7,442	0.04%	0.04%	106	-2,069	-2.14%	Q1 2026	May 15, 2026
ARVEST INVESTMENTS, INC.	History	Reduced	94,578	7,415	1.01%	1.04%	107	-687	-0.72%	Q1 2026	Apr 14, 2026
Wealthspire Retirement, LLC	History	Added to	92,157	7,226	0.43%	0.41%	108	+4,674	5.34%	Q1 2026	May 13, 2026
BANK OF STOCKTON	History	Reduced	89,429	7,012	2.17%	2.09%	109	-4,837	-5.13%	Q1 2026	Apr 29, 2026
ENCOMPASS WEALTH ADVISORS, LLC	History	Added to	89,379	7,008	2.44%	2.31%	110	+1,933	2.21%	Q1 2026	Apr 21, 2026
CWM, LLC	History	Added to	85,992	6,742	0.02%	0.02%	111	+4,574	5.62%	Q1 2026	May 14, 2026
Sterling Capital Management LLC	History	Reduced	84,128	6,596	0.13%	0.12%	112	-8,621	-9.29%	Q1 2026	Apr 22, 2026
FRANKLIN RESOURCES INC	History	Added to	83,218	6,525	0.0%	0.0%	113	+3,199	4.0%	Q1 2026	May 13, 2026
Cerity Partners LLC	History	Added to	82,971	6,505	0.01%	0.0%	114	+54,583	192.27%	Q1 2026	May 15, 2026
AMERICAN CENTURY COMPANIES INC	History	Added to	81,515	6,391	0.0%	0.0%	115	+67,781	493.53%	Q1 2026	May 15, 2026
Waverly Advisors, LLC	History	Reduced	77,682	6,091	0.05%	0.05%	116	-3,658	-4.5%	Q1 2026	May 15, 2026
NorthStar Asset Management LLC /NJ/	History	Added to	77,083	6,044	2.92%	2.54%	117	+4,363	6.0%	Q1 2026	May 08, 2026
BLUELINE ADVISORS LLC	History	Added to	76,061	5,963	4.62%	4.62%	118	+3,094	4.24%	Q1 2026	Apr 07, 2026
RENAISSANCE TECHNOLOGIES LLC	History	Added to	74,467	5,838	0.01%	0.01%	119	+22,867	44.32%	Q1 2026	May 14, 2026
MML INVESTORS SERVICES, LLC	History	Reduced	74,030	5,804	0.02%	0.01%	120	-3,949	-5.06%	Q1 2026	May 04, 2026
Cornerstone Management, Inc.	History	Added to	72,361	5,673	0.9%	0.89%	121	+2,232	3.18%	Q1 2026	Apr 16, 2026
My Personal CFO, LLC	History	Added to	71,196	5,582	2.44%	2.26%	122	+1,332	1.91%	Q1 2026	Apr 21, 2026
RITHOLTZ WEALTH MANAGEMENT	History	Reduced	71,059	5,571	0.1%	0.11%	123	-4,484	-5.94%	Q1 2026	Apr 20, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	Reduced	70,755	5,547	0.07%	0.07%	124	-1,463	-2.03%	Q1 2026	May 08, 2026
Parkside Financial Bank & Trust	History	Reduced	70,268	5,509	0.42%	0.41%	125	-93	-0.13%	Q1 2026	May 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC.	History	Added to	69,348	5,437	0.06%	0.07%	126	+623	0.91%	Q1 2026	Apr 23, 2026
RWA WEALTH PARTNERS, LLC	History	Reduced	68,818	5,395	0.06%	0.07%	127	-9,292	-11.9%	Q1 2026	May 13, 2026
BANK OF HAWAII	History	Reduced	68,697	5,386	0.28%	0.27%	128	-2,438	-3.43%	Q1 2026	May 14, 2026
Cascade Financial Partners, LLC	History	Added to	66,479	5,212	0.54%	0.49%	129	+3,879	6.2%	Q1 2026	May 12, 2026
SB Capital Management Inc	History	No change	66,885	5,185	1.9%	1.9%	130	0	0.0%	Q4 2025	Feb 20, 2026
HARBOR ADVISORY CORP /MA/	History	Added to	65,811	5,160	1.55%	1.49%	131	+2,316	3.65%	Q1 2026	May 07, 2026
Allworth Financial LP	History	Reduced	65,810	5,160	0.02%	0.02%	132	-784	-1.18%	Q1 2026	May 14, 2026
ACADIAN ASSET MANAGEMENT LLC	History	Reduced	65,559	5,139	0.01%	0.01%	133	-31,180	-32.23%	Q1 2026	May 13, 2026
One Capital Management, LLC	History	Added to	65,083	5,102	0.14%	0.15%	134	+2,876	4.62%	Q1 2026	May 12, 2026
HUB Investment Partners, LLC	History	New	64,645	5,068	0.12%	—	135	+64,645	New	Q1 2026	May 15, 2026
Composition Wealth, LLC	History	Added to	64,194	5,034	0.07%	0.07%	136	+2,136	3.44%	Q1 2026	Apr 08, 2026
MSH Capital Advisors LLC	History	Added to	64,179	5,032	1.07%	1.06%	137	+444	0.7%	Q1 2026	May 08, 2026
Shore Point Advisors, LLC	History	Reduced	62,957	4,936	1.95%	3.99%	138	-58,783	-48.29%	Q1 2026	Apr 08, 2026
Financiere des Professionnels - Fonds d'investissement inc.	History	Reduced	61,500	4,822	0.28%	0.69%	139	-95,400	-60.8%	Q1 2026	May 06, 2026
Clearwater Capital Advisors, LLC	History	Reduced	60,698	4,759	0.38%	0.4%	140	-1,411	-2.27%	Q1 2026	May 13, 2026
SVB WEALTH LLC	History	Reduced	60,367	4,733	0.31%	0.28%	141	-154	-0.25%	Q1 2026	Apr 17, 2026
COMERICA BANK	History	No change	61,043	4,732	0.02%	0.02%	142	0	0.0%	Q4 2025	Jan 29, 2026
Quent Capital, LLC	History	Reduced	60,103	4,712	0.33%	0.35%	143	-1,665	-2.7%	Q1 2026	Apr 28, 2026
Larson Financial Group LLC	History	Reduced	59,510	4,666	0.15%	0.16%	144	-1,978	-3.22%	Q1 2026	May 15, 2026
FCA CORP /TX	History	Reduced	59,496	4,665	1.32%	1.4%	145	-4,291	-6.73%	Q1 2026	May 14, 2026
Investors Research Corp	History	Reduced	59,156	4,638	0.89%	0.93%	146	-6,441	-9.82%	Q1 2026	Apr 03, 2026
WASHINGTON TRUST BANK	History	Added to	59,085	4,632	0.34%	0.26%	147	+10,296	21.1%	Q1 2026	May 07, 2026
Private Advisor Group, LLC	History	Reduced	58,875	4,616	0.02%	0.02%	148	-5,407	-8.41%	Q1 2026	Apr 24, 2026
Professional Financial Advisors, LLC	History	New	58,492	4,586	0.93%	—	149	+58,492	New	Q1 2026	Apr 13, 2026
Heritage Trust Co	History	Reduced	58,255	4,567	0.46%	0.49%	150	-3,301	-5.36%	Q1 2026	May 13, 2026
Goldstein Advisors, LLC	History	Reduced	56,383	4,420	0.49%	0.51%	151	-1,424	-2.46%	Q1 2026	Apr 28, 2026
Cooke Wealth Management, LLC	History	Reduced	55,019	4,314	3.82%	3.87%	152	-184	-0.33%	Q1 2026	Apr 10, 2026
Auto-Owners Insurance Co	History	No change	52,300	4,099	0.09%	0.09%	153	0	0.0%	Q1 2026	Apr 10, 2026
Austin Private Wealth, LLC	History	No change	52,598	4,077	0.3%	0.3%	154	0	0.0%	Q4 2025	Jan 20, 2026
HANCOCK WHITNEY CORP	History	Reduced	48,667	4,068	0.07%	0.07%	155	-3,637	-6.95%	Q1 2026	May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	Added to	50,915	3,992	0.02%	0.02%	156	+5,495	12.1%	Q1 2026	May 13, 2026
Focus Partners Advisor Solutions, LLC	History	Reduced	50,272	3,941	0.04%	0.09%	157	-41,934	-45.48%	Q1 2026	May 13, 2026
NBT BANK N A /NY	History	Reduced	50,167	3,933	0.26%	0.25%	158	-74	-0.15%	Q1 2026	Apr 28, 2026
Aptus Capital Advisors, LLC	History	Added to	50,101	3,928	0.03%	0.03%	159	+519	1.05%	Q1 2026	May 11, 2026
World Investment Advisors	History	Reduced	50,087	3,927	0.06%	0.07%	160	-5,075	-9.2%	Q1 2026	Apr 27, 2026
Partners in Financial Planning	History	Reduced	49,851	3,908	0.65%	0.66%	161	-537	-1.07%	Q1 2026	May 11, 2026
MARTIN & CO INC /TN/	History	Added to	49,632	3,891	0.66%	0.63%	162	+2,194	4.62%	Q1 2026	May 13, 2026
SEI INVESTMENTS CO	History	Reduced	47,868	3,753	0.0%	0.01%	163	-25,197	-34.49%	Q1 2026	May 13, 2026
GLENMEDE TRUST CO NA	History	No change	48,069	3,726	0.02%	0.02%	164	0	0.0%	Q4 2025	Feb 17, 2026
Endowment Wealth Management, Inc.	History	Added to	46,592	3,653	1.62%	1.61%	165	+1,485	3.29%	Q1 2026	May 08, 2026
Waldron Private Wealth LLC	History	Reduced	46,535	3,648	0.14%	0.15%	166	-803	-1.7%	Q1 2026	Apr 10, 2026
Richard W. Paul & Associates, LLC	History	Reduced	46,446	3,641	1.23%	1.21%	167	-527	-1.12%	Q1 2026	May 13, 2026
IFP Advisors, Inc	History	Added to	46,243	3,625	0.08%	0.08%	168	+537	1.17%	Q1 2026	Apr 13, 2026
ASPIRIANT, LLC	History	Reduced	46,145	3,618	0.1%	0.12%	169	-6,738	-12.74%	Q1 2026	May 12, 2026
rebel Financial LLC	History	Reduced	45,174	3,542	1.54%	1.56%	170	-1,910	-4.06%	Q1 2026	Apr 24, 2026
Narus Financial Partners, LLC	History	Added to	43,517	3,412	0.89%	0.91%	171	+815	1.91%	Q1 2026	Apr 21, 2026
Summit Trail Advisors, LLC	History	No change	43,500	3,410	0.05%	0.06%	172	0	0.0%	Q1 2026	May 12, 2026
Creekside Partners	History	Reduced	42,465	3,329	1.37%	1.43%	173	-1,079	-2.48%	Q1 2026	Apr 21, 2026
PINNACLE ASSOCIATES LTD	History	Reduced	42,009	3,293	0.04%	0.05%	174	-4,879	-10.41%	Q1 2026	Apr 21, 2026
Independent Advisor Alliance	History	Added to	41,980	3,291	0.04%	0.02%	175	+32,356	336.2%	Q1 2026	May 12, 2026
BEAM WEALTH ADVISORS, INC.	History	Added to	41,567	3,259	0.81%	0.82%	176	+3,255	8.5%	Q1 2026	Apr 29, 2026
Advisory Services Network, LLC	History	Reduced	40,503	3,175	0.04%	0.06%	177	-12,467	-23.54%	Q1 2026	May 15, 2026
James J. Burns & Company, LLC	History	Added to	40,212	3,153	0.43%	0.41%	178	+1,509	3.9%	Q1 2026	Apr 17, 2026
Global Retirement Partners, LLC	History	No change	39,978	3,099	0.05%	0.05%	179	0	0.0%	Q4 2025	Feb 06, 2026
Strategic Wealth Advisors LLC	History	Reduced	39,496	3,096	2.48%	2.69%	180	-1,102	-2.71%	Q1 2026	May 01, 2026
Vise Technologies, Inc.	History	No change	39,779	3,084	0.06%	0.06%	181	0	0.0%	Q1 2026	Apr 21, 2026
Beacon Harbor Wealth Advisors, Inc.	History	Added to	38,958	3,054	0.64%	0.65%	182	+870	2.28%	Q1 2026	Apr 30, 2026
Disciplined Investments, LLC	History	Reduced	38,493	3,018	1.08%	1.16%	183	-443	-1.14%	Q1 2026	May 12, 2026
Eagle Strategies LLC	History	Added to	38,099	2,987	0.36%	0.36%	184	+2,106	5.85%	Q1 2026	Apr 20, 2026
Crewe Advisors LLC	History	Added to	38,059	2,984	0.25%	0.25%	185	+987	2.66%	Q1 2026	May 07, 2026
Pinnacle Wealth Management Advisory Group, LLC	History	Reduced	37,457	2,937	0.2%	0.23%	186	-4,879	-11.52%	Q1 2026	Apr 21, 2026
NICOLET BANKSHARES INC	History	Added to	36,935	2,934	0.11%	0.04%	187	+33,852	1098.02%	Q1 2026	May 14, 2026
Partnership Wealth Management, LLC	History	Reduced	37,168	2,914	2.22%	2.16%	188	-1,499	-3.88%	Q1 2026	Apr 08, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	Reduced	34,731	2,871	0.04%	0.04%	189	-3,125	-8.25%	Q1 2026	May 06, 2026
Pointe Capital Management LLC	History	Added to	36,471	2,859	1.42%	1.36%	190	+1,186	3.36%	Q1 2026	May 15, 2026
Abacus Planning Group, Inc.	History	Reduced	36,143	2,833	0.38%	0.39%	191	-1,542	-4.09%	Q1 2026	Apr 07, 2026
Foundation Wealth Management, LLC	History	Added to	36,115	2,831	1.91%	1.3%	192	+10,719	42.21%	Q1 2026	May 04, 2026
Steward Partners Investment Advisory, LLC	History	Added to	35,966	2,820	0.01%	0.01%	194	+6,510	22.1%	Q1 2026	May 08, 2026
Acropolis Investment Management, LLC	History	Reduced	35,965	2,820	0.12%	0.13%	193	-258	-0.71%	Q1 2026	Apr 09, 2026
Avior Wealth Management, LLC	History	Reduced	35,943	2,810	0.08%	0.09%	195	-1,139	-3.07%	Q1 2026	Apr 09, 2026
Probity Advisors, Inc.	History	Added to	34,905	2,736	0.43%	0.42%	196	+1,019	3.01%	Q1 2026	Apr 28, 2026
Noble Family Wealth, LLC	History	No change	34,375	2,695	0.56%	0.56%	197	0	0.0%	Q1 2026	Apr 23, 2026
Kestra Advisory Services, LLC	History	Added to	33,989	2,665	0.01%	0.01%	198	+2,754	8.82%	Q1 2026	Apr 30, 2026
D.A. DAVIDSON & CO.	History	Reduced	33,916	2,659	0.02%	0.02%	199	-560	-1.62%	Q1 2026	May 05, 2026
PRINCIPAL SECURITIES, INC.	History	Added to	33,557	2,631	0.04%	0.04%	200	+15	0.04%	Q1 2026	May 13, 2026
Nicholas Hoffman & Company, LLC.	History	Reduced	33,384	2,617	0.06%	0.06%	201	-77	-0.23%	Q1 2026	Apr 29, 2026
IHT Wealth Management, LLC	History	Added to	32,950	2,583	0.06%	0.06%	202	+4	0.01%	Q1 2026	May 15, 2026
Sowell Financial Services LLC	History	Added to	32,525	2,550	0.09%	0.09%	203	+249	0.77%	Q1 2026	Apr 20, 2026
Breakwater Capital Group	History	Added to	32,375	2,538	0.34%	0.33%	204	+1,725	5.63%	Q1 2026	Apr 20, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV	History	Reduced	32,151	2,520	0.66%	0.7%	205	-2,318	-6.72%	Q1 2026	May 01, 2026
NTV ASSET MANAGEMENT LLC	History	Added to	32,050	2,513	0.28%	0.26%	206	+150	0.47%	Q1 2026	Apr 28, 2026
Foundation Wealth Management, LLC\PA	History	Reduced	31,712	2,486	0.88%	0.94%	207	-1,534	-4.61%	Q1 2026	Apr 21, 2026
AQR CAPITAL MANAGEMENT LLC	History	Added to	31,579	2,476	0.0%	0.0%	208	+11,199	54.95%	Q1 2026	May 15, 2026
American Financial Advisors, LLC	History	Reduced	31,068	2,436	0.33%	0.34%	209	-2,917	-8.58%	Q1 2026	May 13, 2026
First Citizens Asset Management, Inc.	History	Added to	31,003	2,430	0.86%	0.83%	210	+540	1.77%	Q1 2026	Apr 17, 2026
RESTON WEALTH MANAGEMENT LLC	History	Reduced	30,929	2,425	0.74%	0.81%	211	-3,047	-8.97%	Q1 2026	Apr 13, 2026
Canopy Partners, LLC	History	No change	30,908	2,423	0.83%	0.78%	212	0	0.0%	Q1 2026	May 11, 2026
BIP Wealth, LLC	History	Reduced	30,625	2,401	0.1%	0.09%	213	-3,601	-10.52%	Q1 2026	Apr 27, 2026
Prosperity Planning, Inc.	History	Reduced	30,503	2,391	0.61%	0.64%	214	-905	-2.88%	Q1 2026	Apr 10, 2026
Elmwood Wealth Management, Inc.	History	Reduced	30,348	2,379	0.66%	0.76%	215	-689	-2.22%	Q1 2026	Apr 09, 2026
Sincerus Advisory, LLC	History	Added to	30,167	2,365	1.79%	1.85%	216	+553	1.87%	Q1 2026	Apr 06, 2026
Coyle Financial Counsel LLC	History	Reduced	30,044	2,355	0.5%	0.5%	217	-115	-0.38%	Q1 2026	May 12, 2026
VANCE WEALTH, LLC	History	Reduced	29,421	2,306	0.67%	0.7%	218	-1,137	-3.72%	Q1 2026	May 15, 2026
Wescott Financial Advisory Group, LLC	History	Added to	28,970	2,271	0.2%	0.18%	219	+1,742	6.4%	Q1 2026	May 12, 2026
Kingsview Wealth Management, LLC	History	Added to	28,726	2,252	0.03%	0.03%	220	+4,134	16.81%	Q1 2026	May 12, 2026
Concurrent Investment Advisors, LLC	History	Reduced	28,541	2,237	0.02%	0.03%	221	-1,401	-4.68%	Q1 2026	Apr 20, 2026
SIMON QUICK ADVISORS, LLC	History	Added to	28,349	2,222	0.1%	0.09%	222	+672	2.43%	Q1 2026	May 06, 2026
FIRST AMERICAN TRUST, FSB	History	Added to	27,715	2,173	0.15%	0.14%	223	+1,198	4.52%	Q1 2026	May 12, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	Reduced	27,579	2,162	0.03%	0.03%	224	-988	-3.46%	Q1 2026	May 01, 2026
Argent Trust Co	History	Added to	27,339	2,143	0.07%	0.05%	225	+7,637	38.76%	Q1 2026	May 13, 2026
DAVENPORT & Co LLC	History	Reduced	27,168	2,130	0.01%	0.01%	226	-604	-2.17%	Q1 2026	Apr 15, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC	History	Reduced	26,959	2,113	1.03%	1.05%	227	-257	-0.94%	Q1 2026	May 05, 2026
Farther Finance Advisors, LLC	History	Added to	26,469	2,109	0.02%	0.02%	228	+1,629	6.56%	Q1 2026	Apr 07, 2026
Regal Investment Advisors LLC	History	Added to	26,788	2,100	0.12%	0.12%	229	+1,705	6.8%	Q1 2026	May 14, 2026
STOCK YARDS BANK & TRUST CO	History	Reduced	26,771	2,099	0.07%	0.06%	230	-311	-1.15%	Q1 2026	Apr 24, 2026
Capital Analysts, LLC	History	Added to	26,718	2,097	0.06%	0.05%	231	+1,953	7.89%	Q1 2026	May 14, 2026
AIRE ADVISORS, LLC	History	Reduced	26,711	2,094	0.38%	0.38%	232	-23	-0.09%	Q1 2026	May 06, 2026
Merit Financial Group, LLC	History	Added to	26,117	2,047	0.02%	0.01%	233	+8,687	49.84%	Q1 2026	Apr 15, 2026
NICOLET ADVISORY SERVICES, LLC	History	No change	25,347	2,042	0.14%	0.14%	234	0	0.0%	Q4 2025	Feb 13, 2026
ATLAS CAPITAL ADVISORS INC.	History	Reduced	25,995	2,038	0.23%	0.22%	235	-57	-0.22%	Q1 2026	May 11, 2026
BLAIR WILLIAM & CO/IL	History	Added to	25,855	2,027	0.01%	0.01%	236	+942	3.78%	Q1 2026	May 08, 2026
Cresset Asset Management, LLC	History	Reduced	24,812	1,945	0.01%	0.01%	237	-103	-0.41%	Q1 2026	May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	Added to	24,557	1,925	0.02%	0.02%	238	+3,478	16.5%	Q1 2026	Apr 20, 2026
Rialto Wealth Management, LLC	History	Reduced	24,188	1,896	0.43%	0.61%	239	-8,510	-26.03%	Q1 2026	May 14, 2026
CI INVESTMENTS INC.	History	No change	23,521	1,844	0.01%	0.01%	240	0	0.0%	Q1 2026	May 13, 2026
Summit Financial, LLC	History	Added to	23,263	1,824	0.02%	0.02%	241	+1,723	8.0%	Q1 2026	May 15, 2026
TRB Wealth Management, LLC	History	New	23,044	1,806	0.26%	—	243	+23,044	New	Q1 2026	May 14, 2026
Strategic Family Wealth Counselors, L.L.C.	History	Reduced	23,045	1,806	0.47%	0.43%	242	-827	-3.46%	Q1 2026	May 11, 2026
Fifth Third Wealth Advisors LLC	History	Added to	22,998	1,803	0.06%	0.06%	244	+1,146	5.24%	Q1 2026	Apr 17, 2026
RPg Family Wealth Advisory, LLC	History	Added to	22,614	1,773	0.37%	0.35%	245	+1,957	9.47%	Q1 2026	May 14, 2026
Risk Paradigm Group, LLC	History	Added to	22,465	1,761	1.5%	1.62%	246	+742	3.42%	Q1 2026	May 14, 2026
Compound Planning, Inc.	History	Added to	21,160	1,659	0.05%	0.03%	247	+8,917	72.83%	Q1 2026	May 14, 2026
Midwest Trust Co	History	Added to	21,091	1,653	0.02%	0.02%	248	+20	0.09%	Q1 2026	May 01, 2026
Evanson Asset Management, LLC	History	Added to	21,039	1,649	0.09%	0.09%	249	+75	0.36%	Q1 2026	Apr 08, 2026
Trust Co of the South	History	No change	21,035	1,649	0.27%	0.26%	250	0	0.0%	Q1 2026	Apr 06, 2026
SageView Advisory Group, LLC	History	No change	21,268	1,648	0.06%	0.06%	251	0	0.0%	Q4 2025	Feb 17, 2026
Laird Norton Wetherby Trust Company, LLC	History	Reduced	20,226	1,585	0.03%	0.03%	252	-1,053	-4.95%	Q1 2026	May 15, 2026
Great Point Wealth Advisors, LLC	History	No change	19,998	1,568	0.29%	0.28%	253	0	0.0%	Q1 2026	Apr 27, 2026
Perigon Wealth Management, LLC	History	Added to	19,896	1,560	0.03%	0.03%	255	+1,050	5.57%	Q1 2026	Apr 10, 2026
FDx Advisors, Inc.	History	Added to	19,899	1,560	0.5%	0.77%	254	+343	1.75%	Q1 2026	May 01, 2026
Geneos Wealth Management Inc.	History	Added to	19,837	1,555	0.04%	0.03%	256	+3,311	20.04%	Q1 2026	May 04, 2026
Rockefeller Capital Management L.P.	History	Reduced	19,779	1,550	0.0%	0.0%	257	-3,173	-13.82%	Q1 2026	May 14, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	Reduced	19,696	1,544	0.52%	0.6%	258	-2,268	-10.33%	Q1 2026	Apr 17, 2026
Intergy Private Wealth, LLC	History	No change	19,656	1,541	0.45%	0.46%	259	0	0.0%	Q1 2026	Apr 16, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	Reduced	19,584	1,535	0.03%	0.03%	260	-645	-3.19%	Q1 2026	May 04, 2026
CARDIFF PARK ADVISORS, LLC	History	No change	19,572	1,534	0.12%	0.12%	261	0	0.0%	Q1 2026	May 15, 2026
Lee Financial Co	History	Reduced	19,245	1,509	0.21%	0.21%	262	-365	-1.86%	Q1 2026	Apr 13, 2026
Hudson Portfolio Management LLC	History	No change	19,065	1,494	1.26%	1.27%	263	0	0.0%	Q1 2026	May 14, 2026
Allegheny Financial Group	History	Added to	18,964	1,486	0.2%	0.21%	264	+560	3.04%	Q1 2026	Apr 16, 2026
Falcon Wealth Planning	History	Reduced	18,893	1,481	0.1%	0.13%	265	-538	-2.77%	Q1 2026	Apr 20, 2026
QUADRANT CAPITAL GROUP LLC	History	Reduced	18,776	1,472	0.04%	0.06%	266	-5,741	-23.42%	Q1 2026	May 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	Added to	18,761	1,465	0.01%	0.01%	267	+4,111	28.06%	Q1 2026	May 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	History	New	18,638	1,461	0.02%	—	268	+18,638	New	Q1 2026	May 01, 2026
Efficient Advisors, LLC	History	Reduced	18,583	1,457	0.1%	0.09%	269	-1,773	-8.71%	Q1 2026	Apr 29, 2026
SCS Capital Management LLC	History	Reduced	18,480	1,449	0.02%	0.02%	270	-1,006	-5.16%	Q1 2026	May 11, 2026
Parallel Advisors, LLC	History	Added to	18,438	1,445	0.03%	0.01%	271	+7,888	74.77%	Q1 2026	May 07, 2026
Aznar Financial Advisors, LLC	History	No change	18,637	1,444	1.39%	1.39%	272	0	0.0%	Q4 2025	Feb 19, 2026
UMB Bank, n.a.	History	Reduced	18,255	1,431	0.02%	0.02%	273	-1,854	-9.22%	Q1 2026	May 11, 2026
Keel Point, LLC	History	No change	17,951	1,391	0.08%	0.08%	274	0	0.0%	Q4 2025	Feb 12, 2026
GEM Asset Management, LLC	History	No change	17,671	1,385	0.61%	0.63%	275	0	0.0%	Q1 2026	Apr 10, 2026
Monument Group Wealth Advisors, LLC	History	Added to	17,594	1,379	0.77%	0.73%	276	+348	2.02%	Q1 2026	Apr 22, 2026
Continuum Advisory, LLC	History	Reduced	17,302	1,356	0.13%	0.14%	277	-553	-3.1%	Q1 2026	Apr 22, 2026
Walkner Condon Financial Advisors LLC	History	Added to	17,231	1,351	0.18%	0.17%	278	+1,445	9.15%	Q1 2026	Apr 28, 2026
Guidance Point Advisors, LLC	History	Reduced	17,104	1,342	0.32%	0.31%	279	-174	-1.01%	Q1 2026	May 12, 2026
SteelPeak Wealth, LLC	History	Reduced	16,875	1,323	0.04%	0.04%	280	-83	-0.49%	Q1 2026	May 05, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	Reduced	16,599	1,301	0.1%	0.1%	281	-87	-0.52%	Q1 2026	Apr 23, 2026
Sterling Financial Planning, Inc.	History	Reduced	16,559	1,298	0.38%	0.41%	282	-1,104	-6.25%	Q1 2026	May 06, 2026
MB Generational Wealth, LLC	History	No change	16,533	1,296	0.72%	0.68%	283	0	0.0%	Q1 2026	May 04, 2026
Meramec Financial Planners, LLC	History	Reduced	15,090	1,276	0.51%	0.54%	284	-1,708	-10.17%	Q1 2026	Apr 27, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC	History	Reduced	16,154	1,266	0.13%	0.13%	285	-137	-0.84%	Q1 2026	Apr 15, 2026
Clearstead Advisors, LLC	History	Added to	15,970	1,252	0.01%	0.02%	286	+68	0.43%	Q1 2026	May 06, 2026
TAGStone Capital, Inc.	History	Reduced	15,911	1,247	0.44%	0.47%	287	-321	-1.98%	Q1 2026	May 11, 2026
Squire Investment Management Company, LLC	History	No change	15,896	1,246	0.35%	0.37%	288	0	0.0%	Q1 2026	Apr 24, 2026
SAX WEALTH ADVISORS, LLC	History	No change	16,004	1,240	0.06%	0.06%	289	0	0.0%	Q1 2026	Apr 08, 2026
DEUTSCHE BANK AG\	History	Added to	15,737	1,233	0.0%	0.0%	290	+2,911	22.7%	Q1 2026	May 06, 2026
Tortoise Investment Management, LLC	History	Reduced	15,552	1,219	0.1%	0.11%	291	-550	-3.42%	Q1 2026	May 05, 2026
Avidian Wealth Enterprises, LLC	History	Reduced	15,351	1,203	0.04%	0.04%	292	-267	-1.71%	Q1 2026	May 07, 2026
Berkeley, Inc	History	Reduced	15,204	1,192	0.4%	0.42%	293	-1,850	-10.85%	Q1 2026	Apr 24, 2026
RBF Capital, LLC	History	No change	15,000	1,176	0.06%	0.05%	294	0	0.0%	Q1 2026	May 18, 2026
Arkadios Wealth Advisors	History	Added to	14,961	1,173	0.02%	0.01%	295	+11,183	296.0%	Q1 2026	May 18, 2026
EP Wealth Advisors, LLC	History	Reduced	14,797	1,160	0.01%	0.01%	296	-1,695	-10.28%	Q1 2026	May 14, 2026
Quantinno Capital Management LP	History	Reduced	14,683	1,151	0.0%	0.0%	297	-1,308	-8.18%	Q1 2026	May 15, 2026
Dorsey & Whitney Trust CO LLC	History	No change	14,528	1,139	0.06%	0.06%	298	0	0.0%	Q1 2026	May 14, 2026
Magnus Financial Group LLC	History	Reduced	14,285	1,120	0.09%	0.09%	299	-215	-1.48%	Q1 2026	Apr 10, 2026
Financial Engines Advisors L.L.C.	History	Reduced	14,268	1,118	0.0%	0.0%	300	-68	-0.47%	Q1 2026	May 14, 2026
KELLY FINANCIAL GROUP LLC	History	Reduced	14,101	1,105	0.28%	0.28%	301	-241	-1.68%	Q1 2026	Apr 09, 2026
Aletheian Wealth Advisors LLC	History	New	13,967	1,095	0.53%	—	302	+13,967	New	Q1 2026	Apr 09, 2026
Wedmont Private Capital	History	Added to	12,981	1,076	0.03%	0.04%	303	+162	1.26%	Q1 2026	Apr 09, 2026
Sanctuary Advisors, LLC	History	Added to	13,599	1,066	0.01%	0.01%	304	+1,520	12.58%	Q1 2026	May 05, 2026
Petersen Hastings Wealth Advisors Inc.	History	Reduced	13,559	1,063	0.1%	0.11%	305	-788	-5.49%	Q1 2026	Apr 23, 2026
BIRCH FINANCIAL GROUP, LLC	History	Added to	13,529	1,060	0.62%	0.56%	306	+945	7.51%	Q1 2026	Apr 16, 2026
BOKF, NA	History	Added to	13,441	1,053	0.02%	0.02%	307	+610	4.75%	Q1 2026	May 08, 2026
Busey Bank	History	Reduced	13,352	1,046	0.03%	0.03%	308	-832	-5.87%	Q1 2026	Apr 28, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	Reduced	13,143	1,030	0.02%	0.02%	309	-806	-5.78%	Q1 2026	May 05, 2026
Savvy Advisors, Inc.	History	Added to	13,054	1,023	0.03%	0.03%	310	+1,297	11.03%	Q1 2026	May 11, 2026
Physician Wealth Advisors, Inc.	History	Reduced	13,044	1,022	0.14%	0.14%	311	-368	-2.74%	Q1 2026	Apr 24, 2026
BayBridge Capital Group, LLC	History	No change	13,119	1,017	0.63%	0.63%	312	0	0.0%	Q1 2026	Apr 14, 2026
Tilson Financial Group, Inc.	History	Reduced	12,764	1,000	0.3%	0.31%	313	-250	-1.92%	Q1 2026	Apr 29, 2026
Glenview Trust Co	History	Reduced	12,674	993	0.02%	0.02%	314	-598	-4.51%	Q1 2026	May 08, 2026
TOBIAS FINANCIAL ADVISORS, INC.	History	Reduced	12,653	992	0.14%	0.14%	315	-278	-2.15%	Q1 2026	May 13, 2026
Interchange Capital Partners, LLC	History	Added to	15,604	991	0.31%	0.2%	316	+1,694	12.18%	Q1 2026	Apr 23, 2026
Westmount Partners, LLC	History	Added to	12,566	985	0.24%	0.23%	317	+492	4.07%	Q1 2026	Apr 16, 2026
Y-Intercept (Hong Kong) Ltd	History	Added to	12,414	973	0.02%	0.02%	318	+3,243	35.36%	Q1 2026	Apr 27, 2026
Truepoint, Inc.	History	No change	12,359	969	0.02%	0.02%	319	0	0.0%	Q1 2026	May 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	Added to	12,108	949	0.0%	0.0%	320	+11,065	1060.88%	Q1 2026	May 13, 2026
Apella Capital, LLC	History	Added to	10,972	934	0.01%	0.01%	321	+6,680	155.64%	Q1 2026	Apr 20, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	Added to	11,810	926	0.0%	0.0%	322	+922	8.47%	Q1 2026	Apr 24, 2026
Mason Investment Advisory Services, Inc.	History	No change	11,818	926	0.04%	0.04%	323	0	0.0%	Q1 2026	May 14, 2026
Mesirow Financial Investment Management, Inc.	History	Added to	11,591	908	0.01%	0.02%	324	+1,831	18.76%	Q1 2026	Apr 21, 2026
WHITTIER TRUST CO	History	No change	11,213	894	0.01%	0.01%	325	0	0.0%	Q1 2026	Apr 28, 2026
Wealthcare Capital Partners, LLC	History	Added to	11,367	891	0.42%	0.41%	326	+145	1.29%	Q1 2026	Apr 15, 2026
Smartleaf Asset Management LLC	History	Added to	11,274	857	0.03%	0.03%	327	+610	5.72%	Q1 2026	May 15, 2026
Independence Bank of Kentucky	History	No change	10,807	847	0.11%	0.1%	328	0	0.0%	Q1 2026	Apr 30, 2026
FAMILY WEALTH PARTNERS, LLC	History	No change	10,803	847	0.29%	0.3%	329	0	0.0%	Q1 2026	Apr 14, 2026
Betterment LLC	History	Added to	10,658	836	0.0%	0.0%	330	+78	0.74%	Q1 2026	May 14, 2026
Bedel Financial Consulting, Inc.	History	Reduced	10,595	830	0.09%	0.09%	331	-100	-0.94%	Q1 2026	May 04, 2026
McLean Asset Management Corp	History	Reduced	10,429	817	0.14%	0.18%	332	-2,411	-18.78%	Q1 2026	Apr 22, 2026
OneAscent Financial Services LLC	History	New	10,273	805	0.04%	—	334	+10,273	New	Q1 2026	Apr 21, 2026
Alpha Omega Wealth Management LLC	History	No change	10,269	805	0.13%	0.13%	333	0	0.0%	Q1 2026	Apr 07, 2026
MATHER GROUP, LLC.	History	Added to	10,152	796	0.01%	0.01%	335	+557	5.81%	Q1 2026	Apr 13, 2026
Accretive Wealth Partners, LLC	History	Reduced	10,163	796	0.22%	0.23%	336	-12	-0.12%	Q1 2026	Apr 22, 2026
21 West Wealth Management LLC	History	Reduced	10,031	786	0.73%	0.73%	337	-271	-2.63%	Q1 2026	Apr 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	Added to	9,961	781	0.02%	0.01%	338	+1,938	24.16%	Q1 2026	Apr 15, 2026
OPPENHEIMER & CO INC	History	Reduced	9,892	775	0.01%	0.01%	339	-1	-0.01%	Q1 2026	Apr 23, 2026
HB Wealth Management, LLC	History	Added to	9,731	763	0.0%	0.0%	340	+5	0.05%	Q1 2026	Apr 27, 2026
St. Louis Trust Co	History	No change	9,680	759	0.09%	0.09%	341	0	0.0%	Q1 2026	May 14, 2026
Elyxium Wealth, LLC	History	Added to	9,665	757	0.24%	0.21%	342	+59	0.61%	Q1 2026	May 06, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	9,652	756	0.01%	0.01%	343	0	0.0%	Q1 2026	May 01, 2026
Qube Research & Technologies Ltd	History	Added to	9,568	750	0.0%	0.0%	344	+9,360	4500.0%	Q1 2026	May 15, 2026
Smith Partners Wealth Management, LLC	History	Reduced	9,502	745	0.67%	0.72%	345	-623	-6.15%	Q1 2026	May 11, 2026
REDW Wealth LLC	History	Reduced	9,476	743	0.3%	0.32%	346	-1,211	-11.33%	Q1 2026	May 07, 2026
DMC Group, LLC	History	Added to	9,370	734	0.5%	0.42%	347	+1,163	14.17%	Q1 2026	Apr 30, 2026
Financial Synergies Wealth Advisors, Inc.	History	No change	9,335	731	0.07%	0.07%	348	0	0.0%	Q1 2026	May 13, 2026
RF&L WEALTH MANAGEMENT, LLC	History	No change	9,248	725	0.54%	0.4%	349	0	0.0%	Q1 2026	Apr 14, 2026
Donor Advised Charitable Giving, Inc.	History	Reduced	9,213	722	0.02%	0.02%	350	-552	-5.65%	Q1 2026	Apr 20, 2026
Williams & Novak, LLC	History	Reduced	9,043	720	0.54%	0.53%	351	-17	-0.19%	Q1 2026	Apr 20, 2026
Wealthspire Advisors, LLC	History	No change	9,172	719	0.01%	0.01%	352	0	0.0%	Q1 2026	May 01, 2026
Asset Dedication, LLC	History	No change	9,252	717	0.05%	0.05%	353	0	0.0%	Q4 2025	Jan 26, 2026
LAM GROUP, INC.	History	No change	9,155	717	0.39%	0.41%	354	0	0.0%	Q1 2026	Apr 22, 2026
Forum Financial Management, LP	History	Reduced	9,107	714	0.01%	0.01%	356	-896	-8.96%	Q1 2026	Apr 23, 2026
Harbor Group, Inc.	History	Reduced	9,113	714	0.1%	0.11%	355	-418	-4.39%	Q1 2026	Apr 10, 2026
McAdam, LLC	History	Reduced	9,077	711	0.03%	0.04%	357	-1,788	-16.46%	Q1 2026	May 08, 2026
Invesco Ltd.	History	Reduced	9,008	706	0.0%	0.0%	358	-306	-3.29%	Q1 2026	May 12, 2026
GFS Advisors, LLC	History	Added to	24,432	701	0.09%	0.12%	359	+11,289	85.89%	Q1 2026	Apr 30, 2026
Squarepoint Ops LLC	History	New	8,811	690	0.0%	—	360	+8,811	New	Q1 2026	May 15, 2026
William Howard & Co Financial Advisors Inc	History	Reduced	8,774	687	0.59%	0.57%	361	-25	-0.28%	Q1 2026	Apr 30, 2026
Procyon Advisors, LLC	History	Reduced	8,709	682	0.03%	0.04%	362	-756	-7.99%	Q1 2026	May 04, 2026
Windward Private Wealth Management Inc.	History	Reduced	8,475	664	0.23%	0.25%	363	-952	-10.1%	Q1 2026	May 06, 2026
FIDELIS CAPITAL PARTNERS, LLC	History	No change	8,354	655	0.05%	0.05%	364	0	0.0%	Q1 2026	May 06, 2026
CIBC WORLD MARKET INC.	History	Reduced	8,252	647	0.0%	0.0%	365	-218	-2.57%	Q1 2026	May 14, 2026
Johnson Financial Group, LLC	History	Added to	8,172	640	0.04%	0.04%	366	+158	1.97%	Q1 2026	May 14, 2026
First Western Trust Bank	History	No change	8,137	638	0.03%	0.03%	367	0	0.0%	Q1 2026	May 12, 2026
CUTLER INVESTMENT COUNSEL LLC	History	Reduced	8,057	631	0.06%	0.07%	368	-350	-4.16%	Q1 2026	May 07, 2026
Ascent Group, LLC	History	Reduced	8,050	631	0.02%	0.02%	369	-48	-0.59%	Q1 2026	May 15, 2026
Pinnacle Financial Partners, Inc.	History	Reduced	8,044	630	0.0%	0.0%	370	-87	-1.07%	Q1 2026	May 14, 2026
Ashton Thomas Private Wealth, LLC	History	Added to	7,965	624	0.01%	0.01%	371	+140	1.79%	Q1 2026	May 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	Reduced	7,945	623	0.01%	0.01%	372	-85	-1.06%	Q1 2026	May 15, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	New	7,836	614	0.01%	—	373	+7,836	New	Q1 2026	May 11, 2026
Strategic Blueprint, LLC	History	Reduced	7,722	605	0.04%	0.04%	374	-605	-7.27%	Q1 2026	Apr 29, 2026
AE Wealth Management LLC	History	Added to	7,701	603	0.0%	0.0%	375	+1,120	17.02%	Q1 2026	May 13, 2026
Ancora Advisors LLC	History	No change	7,677	601	0.01%	0.01%	376	0	0.0%	Q1 2026	May 15, 2026
Gladwyn Financial Advisors, Inc.	History	No change	7,579	594	0.41%	0.41%	377	0	0.0%	Q1 2026	Apr 08, 2026
Financial Harvest, LLC	History	Reduced	7,534	590	0.35%	0.37%	379	-224	-2.89%	Q1 2026	May 05, 2026
Integrity Wealth Solutions LLC	History	Reduced	7,536	590	0.23%	0.23%	378	-30	-0.4%	Q1 2026	May 04, 2026
JMG Financial Group, Ltd.	History	Reduced	7,519	589	0.02%	0.02%	380	-22	-0.29%	Q1 2026	May 07, 2026
Brucke Financial, Inc.	History	Reduced	7,501	588	0.3%	0.32%	381	-58	-0.77%	Q1 2026	Apr 10, 2026
Pitcairn Wealth Advisors LLC	History	No change	7,558	585	0.05%	0.05%	382	0	0.0%	Q1 2026	May 13, 2026
Athena Investment Management	History	Reduced	7,380	578	0.3%	0.3%	383	-260	-3.4%	Q1 2026	May 11, 2026
MATTERS CAPITAL LLC	History	No change	7,377	578	0.51%	0.47%	384	0	0.0%	Q1 2026	May 12, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC	History	No change	7,320	573	0.07%	0.07%	385	0	0.0%	Q1 2026	May 14, 2026
Mutual Advisors, LLC	History	Reduced	7,286	571	0.01%	0.01%	386	-412	-5.35%	Q1 2026	May 01, 2026
Prospera Financial Services Inc	History	Added to	7,222	566	0.01%	0.01%	387	+558	8.37%	Q1 2026	Apr 14, 2026
REBALANCE, LLC	History	No change	7,106	557	0.03%	0.03%	388	0	0.0%	Q1 2026	May 11, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC	History	New	7,100	556	0.01%	—	390	+7,100	New	Q1 2026	May 14, 2026
Capital Group Private Client Services, Inc.	History	Added to	7,091	556	0.01%	0.01%	389	+68	0.97%	Q1 2026	May 13, 2026
FIRST HORIZON CORP	History	Reduced	7,074	554	0.02%	0.03%	391	-1,938	-21.5%	Q1 2026	Apr 30, 2026
May Hill Capital, LLC	History	Reduced	7,011	549	0.14%	0.16%	392	-533	-7.07%	Q1 2026	May 06, 2026
Moisand Fitzgerald Tamayo, LLC	History	No change	6,972	546	0.06%	0.06%	393	0	0.0%	Q1 2026	Apr 14, 2026
Morton Capital Management LLC/CA	History	Reduced	6,878	539	0.08%	0.09%	394	-788	-10.28%	Q1 2026	Apr 21, 2026
Retirement Planning Group, LLC	History	Reduced	6,838	536	0.02%	0.02%	395	-2,106	-23.55%	Q1 2026	May 04, 2026
Tranquility Partners, LLC	History	No change	6,837	536	0.2%	0.19%	396	0	0.0%	Q1 2026	Apr 20, 2026
Rehmann Capital Advisory Group	History	Reduced	7,278	528	0.03%	0.04%	397	-494	-6.36%	Q1 2026	May 15, 2026
WHALEROCK POINT PARTNERS, LLC	History	No change	6,700	525	0.1%	0.1%	398	0	0.0%	Q1 2026	May 15, 2026
Factor Wealth Management LTD	History	Reduced	6,694	524	0.1%	0.12%	399	-511	-7.09%	Q1 2026	Apr 20, 2026
Global View Capital Management LLC	History	New	6,653	521	0.14%	—	400	+6,653	New	Q1 2026	May 04, 2026
Courage Miller Partners, LLC	History	Added to	6,584	516	0.15%	0.15%	402	+44	0.67%	Q1 2026	Apr 24, 2026
BECKER CAPITAL MANAGEMENT INC	History	No change	6,584	516	0.02%	0.01%	401	0	0.0%	Q1 2026	May 11, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	Reduced	22,533	512	0.01%	0.01%	403	-347	-1.52%	Q1 2026	Apr 29, 2026
HEADINVEST, LLC	History	No change	6,480	508	0.1%	0.1%	404	0	0.0%	Q1 2026	May 15, 2026
SENTINEL WEALTH MANAGEMENT, INC.	History	No change	6,426	503	0.4%	0.41%	405	0	0.0%	Q1 2026	May 04, 2026
NewEdge Wealth, LLC	History	No change	6,397	501	0.01%	0.01%	406	0	0.0%	Q1 2026	May 13, 2026
Index Fund Advisors, Inc.	History	Reduced	6,372	499	0.02%	0.02%	408	-351	-5.22%	Q1 2026	May 12, 2026
NWAM LLC	History	Reduced	6,365	499	0.03%	0.03%	407	-25	-0.39%	Q1 2026	May 04, 2026
Beaird Harris Wealth Management, LLC	History	No change	6,317	495	0.03%	0.03%	409	0	0.0%	Q1 2026	May 14, 2026
LAKE STREET PRIVATE WEALTH, LLC	History	No change	6,312	494	0.06%	0.06%	410	0	0.0%	Q1 2026	Apr 13, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	History	No change	6,262	491	0.28%	0.3%	411	0	0.0%	Q1 2026	Apr 23, 2026
Forefront Wealth Partners, LLC	History	Reduced	6,200	486	0.2%	0.23%	412	-65	-1.04%	Q1 2026	Apr 17, 2026
Brickley Wealth Management	History	Reduced	6,143	481	0.08%	0.08%	413	-131	-2.09%	Q1 2026	May 04, 2026
CM WEALTH ADVISORS LLC	History	No change	6,141	481	0.1%	0.11%	414	0	0.0%	Q1 2026	May 08, 2026
THOMPSON SIEGEL & WALMSLEY LLC	History	Added to	6,112	479	0.01%	0.01%	415	+566	10.21%	Q1 2026	May 11, 2026
Richard P Slaughter Associates Inc	History	No change	6,108	478	0.1%	0.1%	416	0	0.0%	Q1 2026	Apr 13, 2026
Pinnacle Wealth Planning Services, Inc.	History	Added to	6,095	477	0.05%	0.04%	417	+777	14.61%	Q1 2026	May 11, 2026
Peloton Wealth Strategists	History	Reduced	6,051	474	0.19%	0.88%	418	-23,082	-79.23%	Q1 2026	May 14, 2026
Simplicity Wealth,LLC	History	Reduced	5,776	452	0.03%	0.03%	419	-349	-5.7%	Q1 2026	Apr 30, 2026
Empower Advisory Group, LLC	History	Reduced	5,741	450	0.0%	0.0%	420	-2,876	-33.38%	Q1 2026	May 14, 2026
Braun-Bostich & Associates Inc.	History	Reduced	5,736	449	0.28%	0.29%	421	-247	-4.13%	Q1 2026	Apr 15, 2026
Sierra Capital LLC	History	No change	5,723	449	0.05%	0.05%	422	0	0.0%	Q1 2026	May 15, 2026
FIRST INTERSTATE BANK	History	Added to	5,660	443	0.02%	0.02%	423	+753	15.35%	Q1 2026	Apr 29, 2026
Sand Hill Global Advisors, LLC	History	No change	5,623	440	0.01%	0.02%	424	0	0.0%	Q1 2026	May 14, 2026
Montecito Bank & Trust	History	Reduced	5,605	439	0.07%	0.07%	425	-292	-4.95%	Q1 2026	Apr 16, 2026
STEVENS CAPITAL PARTNERS	History	New	5,575	437	0.11%	—	426	+5,575	New	Q1 2026	Apr 24, 2026
WINNOW WEALTH LLC	History	Added to	5,568	436	0.34%	0.0%	427	+5,555	42730.77%	Q1 2026	May 19, 2026
Discipline Wealth Solutions, LLC	History	Added to	5,481	429	0.05%	0.08%	428	+126	2.35%	Q1 2026	Apr 17, 2026
Samalin Investment Counsel, LLC	History	Reduced	5,462	428	0.15%	0.15%	429	-175	-3.1%	Q1 2026	Apr 22, 2026
Michael Brady & Co., LLC	History	Reduced	5,449	427	0.43%	0.42%	430	-22	-0.4%	Q1 2026	Apr 15, 2026
GW&K Investment Management, LLC	History	No change	5,402	424	0.0%	0.0%	431	0	0.0%	Q1 2026	May 13, 2026
Integrated Advisors Network LLC	History	Reduced	5,371	421	0.02%	0.02%	432	-137	-2.49%	Q1 2026	Apr 28, 2026
Hexagon Capital Partners LLC	History	New	5,330	417	0.06%	—	434	+5,330	New	Q1 2026	May 04, 2026
COMMERCE BANK	History	Added to	5,326	417	0.0%	0.0%	433	+1,163	27.94%	Q1 2026	May 11, 2026
Fort Vancouver Investment Management, LLC	History	No change	5,281	414	0.21%	0.22%	435	0	0.0%	Q1 2026	May 15, 2026
Cornerstone Wealth Advisors, Inc.	History	Reduced	5,270	413	0.1%	0.1%	436	-275	-4.96%	Q1 2026	Apr 09, 2026
VISTA INVESTMENT MANAGEMENT	History	Added to	5,178	406	0.14%	0.13%	437	+31	0.6%	Q1 2026	May 15, 2026
ARK & TLK INVESTMENTS, LLC	History	No change	5,069	397	0.11%	0.11%	438	0	0.0%	Q1 2026	May 12, 2026
Gateway Wealth Partners, LLC	History	New	5,057	396	0.02%	—	441	+5,057	New	Q1 2026	May 15, 2026
Point72 Asset Management, L.P.	History	New	5,051	396	0.0%	—	440	+5,051	New	Q1 2026	May 15, 2026
Compass Ion Advisors, LLC	History	Reduced	5,060	396	0.04%	0.04%	439	-507	-9.11%	Q1 2026	Apr 13, 2026
Rathbones Group PLC	History	No change	4,990	391	0.0%	0.0%	442	0	0.0%	Q1 2026	May 12, 2026
WEDBUSH SECURITIES INC	History	Reduced	4,974	390	0.01%	0.01%	443	-141	-2.76%	Q1 2026	Apr 21, 2026
ALLIANCEBERNSTEIN L.P.	History	Added to	4,919	381	0.0%	0.0%	444	+150	3.15%	Q1 2026	May 15, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	History	No change	4,820	377	0.34%	0.35%	445	0	0.0%	Q1 2026	Apr 28, 2026
HUNTINGTON NATIONAL BANK	History	Added to	4,788	375	0.0%	0.0%	446	+199	4.34%	Q1 2026	May 15, 2026
Armstrong, Fleming & Moore, Inc	History	Added to	4,762	373	0.16%	0.14%	448	+951	24.95%	Q1 2026	Apr 13, 2026
BOK Financial Private Wealth, Inc.	History	No change	4,762	373	0.02%	0.02%	447	0	0.0%	Q1 2026	May 12, 2026
CIBC Bancorp USA Inc.	History	New	4,500	368	0.0%	—	449	+4,500	New	Q1 2026	May 12, 2026
LongView Wealth Management	History	Added to	4,379	367	0.09%	0.08%	450	+207	4.96%	Q1 2026	Apr 15, 2026
Biltmore Family Office, LLC	History	No change	4,665	365	0.05%	0.05%	451	0	0.0%	Q1 2026	May 11, 2026
Embree Financial Group	History	Reduced	4,647	364	0.04%	0.04%	452	-3	-0.06%	Q1 2026	Apr 23, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC	History	Reduced	4,637	363	0.05%	0.05%	453	-100	-2.11%	Q1 2026	Apr 16, 2026
CITIGROUP INC	History	Reduced	4,626	362	0.0%	0.0%	454	-1,268	-21.51%	Q1 2026	May 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	Reduced	4,593	360	0.0%	0.0%	455	-71	-1.52%	Q1 2026	May 11, 2026
FIDUCIARY ADVISORS, INC.	History	Reduced	4,581	359	0.27%	0.5%	456	-3,962	-46.38%	Q1 2026	Apr 16, 2026
REGIONS FINANCIAL CORP	History	Added to	4,527	354	0.0%	0.0%	457	+398	9.64%	Q1 2026	May 05, 2026
Crescent Grove Advisors, LLC	History	No change	4,505	353	0.03%	0.03%	458	0	0.0%	Q1 2026	May 06, 2026
UPTICK PARTNERS, LLC	History	Reduced	4,502	352	0.07%	0.09%	459	-1,005	-18.25%	Q1 2026	May 01, 2026
COLLECTIVE FAMILY OFFICE LLC	History	Reduced	4,477	351	0.08%	0.09%	460	-331	-6.88%	Q1 2026	Apr 02, 2026
Grantham, Mayo, Van Otterloo & Co. LLC	History	Reduced	4,446	348	0.0%	0.0%	461	-364	-7.57%	Q1 2026	May 14, 2026
Galvin, Gaustad & Stein, LLC	History	Reduced	4,450	348	0.03%	0.03%	462	-330	-6.9%	Q1 2026	May 14, 2026
Belpointe Asset Management LLC	History	Added to	4,416	346	0.01%	0.01%	464	+104	2.41%	Q1 2026	Apr 28, 2026
Fortis Capital Advisors, LLC	History	Added to	4,416	346	0.05%	0.05%	465	+104	2.41%	Q1 2026	Apr 28, 2026
Stratos Wealth Partners, LTD.	History	No change	4,416	346	0.0%	0.0%	463	0	0.0%	Q1 2026	Apr 28, 2026
HARBOUR INVESTMENTS, INC.	History	Reduced	4,396	344	0.01%	0.01%	466	-34	-0.77%	Q1 2026	May 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	Added to	4,380	343	0.01%	0.01%	467	+376	9.39%	Q1 2026	May 15, 2026
Vannoy Advisory Group, Inc.	History	Reduced	4,327	339	0.21%	0.21%	469	-44	-1.01%	Q1 2026	Apr 22, 2026
Total Wealth Planning, LLC	History	No change	4,373	339	0.73%	0.73%	468	0	0.0%	Q4 2025	Feb 13, 2026
Latitude Advisors, LLC	History	Reduced	4,276	335	0.15%	0.15%	470	-46	-1.06%	Q1 2026	Apr 27, 2026
Rockingstone Advisors LLC	History	No change	4,245	332	0.15%	0.15%	471	0	0.0%	Q1 2026	Apr 09, 2026
Belleair Asset Management, LLC	History	No change	4,203	329	0.3%	0.31%	472	0	0.0%	Q1 2026	Apr 15, 2026
Bestgate Wealth Advisors, LLC	History	Reduced	4,160	326	0.59%	0.67%	474	-732	-14.96%	Q1 2026	Apr 23, 2026
STEPHENS INC /AR/	History	No change	4,160	326	0.0%	0.0%	473	0	0.0%	Q1 2026	Apr 28, 2026
CFS Investment Advisory Services, LLC	History	Reduced	3,777	321	0.02%	0.02%	475	-126	-3.23%	Q1 2026	Apr 29, 2026
Modern Wealth Management, LLC	History	Reduced	3,992	318	0.01%	0.01%	478	-338	-7.81%	Q1 2026	May 14, 2026
KFA Private Wealth Group, LLC	History	Reduced	4,067	318	0.08%	0.08%	476	-276	-6.36%	Q1 2026	Apr 20, 2026
Wealth Preservation Advisors, LLC	History	No change	4,063	318	0.26%	0.16%	477	0	0.0%	Q1 2026	May 15, 2026
CIBC Private Wealth Group LLC	History	No change	4,099	317	0.0%	0.0%	479	0	0.0%	Q4 2025	Feb 12, 2026
Gladstone Institutional Advisory LLC	History	New	4,032	316	0.01%	—	480	+4,032	New	Q1 2026	May 14, 2026
OLD MISSION CAPITAL LLC	History	New	4,024	315	0.0%	—	481	+4,024	New	Q1 2026	May 15, 2026
Beckerman Institutional, LLC	History	No change	3,998	313	0.17%	0.17%	482	0	0.0%	Q1 2026	May 04, 2026
Brooklyn Investment Group	History	Added to	3,992	312	0.01%	0.01%	483	+1,423	55.39%	Q1 2026	Apr 29, 2026
Meridian Financial Advisors, LLC	History	Reduced	3,974	311	0.17%	0.19%	485	-500	-11.18%	Q1 2026	Apr 21, 2026
TRUEFG, LLC	History	Added to	3,977	311	0.08%	0.08%	484	+46	1.17%	Q1 2026	Apr 22, 2026
Valeo Financial Advisors, LLC	History	No change	3,903	306	0.01%	0.01%	486	0	0.0%	Q1 2026	May 08, 2026
GARRISON POINT ADVISORS, LLC	History	Added to	3,902	305	0.14%	0.13%	487	+250	6.85%	Q1 2026	May 12, 2026
MFA Wealth Services	History	Added to	3,871	303	0.2%	0.2%	488	+54	1.41%	Q1 2026	Apr 21, 2026
Legacy Edge Advisors, LLC	History	Reduced	3,849	301	0.03%	0.04%	489	-1,117	-22.49%	Q1 2026	May 11, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC	History	Reduced	3,835	300	0.04%	0.04%	490	-4	-0.1%	Q1 2026	Apr 08, 2026
Allspring Global Investments Holdings, LLC	History	Reduced	3,795	298	0.0%	0.02%	491	-130,248	-97.17%	Q1 2026	May 05, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	History	No change	3,451	292	0.18%	0.21%	492	0	0.0%	Q1 2026	May 12, 2026
GTS SECURITIES LLC	History	New	3,700	290	0.01%	—	493	+3,700	New	Q1 2026	May 14, 2026
Hemenway Trust Co LLC	History	New	3,700	290	0.02%	—	494	+3,700	New	Q1 2026	May 07, 2026
Jacobs Equity LLC	History	Reduced	3,684	288	0.26%	0.28%	495	-120	-3.15%	Q1 2026	May 14, 2026
CANANDAIGUA NATIONAL CORP	History	New	3,596	281	0.03%	—	496	+3,596	New	Q1 2026	Apr 08, 2026
Dynamic Financial Group	History	Added to	3,577	280	0.23%	0.24%	498	+2	0.06%	Q1 2026	May 12, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO	History	No change	3,616	280	0.03%	0.03%	497	0	0.0%	Q4 2025	Jan 30, 2026
Cornerstone Financial Management LLC	History	Reduced	3,551	278	0.26%	0.31%	499	-648	-15.43%	Q1 2026	May 08, 2026
Greenspring Advisors, LLC	History	Reduced	3,536	277	0.02%	0.02%	500	-314	-8.16%	Q1 2026	May 04, 2026
Stone Summit Wealth LLC	History	Reduced	3,508	275	0.08%	0.07%	501	-12	-0.34%	Q1 2026	Apr 22, 2026
Key FInancial Inc	History	No change	3,504	274	0.05%	0.05%	502	0	0.0%	Q1 2026	Apr 24, 2026
CEERA INVESTMENTS, LLC	History	Added to	3,475	272	0.12%	0.09%	504	+325	10.32%	Q1 2026	May 06, 2026
Linscomb Wealth, Inc.	History	Reduced	3,475	272	0.01%	0.01%	503	-249	-6.69%	Q1 2026	May 11, 2026
Upper Left Wealth Management, LLC	History	Reduced	3,462	271	0.16%	0.17%	505	-89	-2.51%	Q1 2026	Apr 16, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	Added to	3,313	270	0.0%	0.01%	506	+256	8.37%	Q1 2026	May 01, 2026
Maltin Wealth Management, Inc.	History	No change	3,400	266	0.1%	0.1%	507	0	0.0%	Q1 2026	Apr 21, 2026
Freestone Capital Holdings, LLC	History	Reduced	3,375	264	0.01%	0.01%	508	-690	-16.97%	Q1 2026	May 13, 2026
Columbus Macro, LLC	History	Reduced	3,355	263	0.03%	0.03%	509	-326	-8.86%	Q1 2026	Apr 21, 2026
Frazier Financial Advisors, LLC	History	No change	3,355	263	0.15%	0.15%	510	0	0.0%	Q1 2026	May 05, 2026
Fee-Only Financial Planning, L.C.	History	No change	3,350	262	0.16%	0.15%	511	0	0.0%	Q1 2026	Apr 28, 2026
DAVIDSON TRUST CO	History	New	3,335	261	0.11%	—	512	+3,335	New	Q1 2026	Apr 20, 2026
LPWM LLC	History	Reduced	3,316	260	0.07%	0.06%	513	-1	-0.03%	Q1 2026	Apr 08, 2026
Sentinel Advisory Group, LLC	History	New	3,307	259	0.13%	—	515	+3,307	New	Q1 2026	May 14, 2026
THRYVE WEALTH MANAGEMENT LLC	History	Reduced	3,312	259	0.17%	0.15%	514	-535	-13.91%	Q1 2026	May 14, 2026
TUDOR INVESTMENT CORP ET AL	History	New	3,270	256	0.0%	—	516	+3,270	New	Q1 2026	May 15, 2026
Foster Victor Wealth Advisors, LLC	History	Reduced	3,044	255	0.01%	0.02%	517	-495	-13.99%	Q1 2026	Apr 20, 2026
Wealthfront Advisers LLC	History	Reduced	3,229	253	0.0%	0.0%	518	-25	-0.77%	Q1 2026	May 05, 2026
Sigma Planning Corp	History	Reduced	3,215	252	0.01%	0.01%	519	-80	-2.43%	Q1 2026	May 04, 2026
Segment Wealth Management, LLC	History	Reduced	3,170	248	0.01%	0.02%	521	-1,760	-35.7%	Q1 2026	Apr 20, 2026
Annex Advisory Services, LLC	History	Reduced	3,170	248	0.0%	0.01%	520	-241	-7.07%	Q1 2026	Apr 16, 2026
Essex Financial Services, Inc.	History	Reduced	3,147	246	0.01%	0.01%	522	-55	-1.72%	Q1 2026	Apr 24, 2026
MOSAIC FINANCIAL GROUP, LLC	History	Reduced	3,097	243	0.17%	0.17%	524	-40	-1.28%	Q1 2026	May 08, 2026
CoreCap Advisors, LLC	History	Reduced	3,104	243	0.01%	0.01%	523	-11	-0.35%	Q1 2026	Apr 07, 2026
Aurelius Family Office LLC	History	No change	3,049	239	0.1%	0.1%	525	0	0.0%	Q1 2026	Apr 08, 2026
NorthRock Partners, LLC	History	New	3,027	237	0.0%	—	527	+3,027	New	Q1 2026	May 15, 2026
Colorado Capital Management, Inc.	History	No change	3,017	237	0.09%	0.09%	526	0	0.0%	Q1 2026	Apr 13, 2026
Krilogy Financial LLC	History	New	2,819	236	0.01%	—	528	+2,819	New	Q1 2026	Apr 17, 2026
Red Tortoise LLC	History	No change	3,001	235	0.1%	0.1%	529	0	0.0%	Q1 2026	Apr 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	2,988	234	0.0%	0.0%	530	0	0.0%	Q1 2026	May 01, 2026
Integrated Capital Management, LLC	History	Reduced	2,974	233	0.1%	0.13%	531	-1,050	-26.09%	Q1 2026	Apr 17, 2026
Heck Capital Advisors, LLC	History	New	2,960	232	0.02%	—	532	+2,960	New	Q1 2026	Apr 16, 2026
OneDigital Investment Advisors LLC	History	Reduced	2,958	231	0.0%	0.0%	533	-3	-0.1%	Q1 2026	May 08, 2026
Williams Jones Wealth Management, LLC.	History	New	2,938	230	0.0%	—	535	+2,938	New	Q1 2026	May 05, 2026
Michels Family Financial, LLC	History	Reduced	2,944	230	0.17%	0.17%	534	-37	-1.24%	Q1 2026	Apr 24, 2026
COREPATH WEALTH PARTNERS LLC	History	No change	2,749	228	0.15%	0.15%	536	0	0.0%	Q1 2026	Apr 10, 2026
Robertson Stephens Wealth Management, LLC	History	Added to	2,894	226	0.01%	0.01%	537	+1	0.03%	Q1 2026	Apr 28, 2026
U.S. Capital Wealth Advisors, LLC	History	No change	2,883	226	0.01%	0.01%	538	0	0.0%	Q1 2026	Apr 07, 2026
CLARIS ADVISORS, LLC / MO /	History	No change	2,890	226	0.07%	0.07%	539	0	0.0%	Q1 2026	Apr 10, 2026
Fi3 FINANCIAL ADVISORS, LLC	History	Reduced	2,872	225	0.06%	0.42%	540	-15,004	-83.93%	Q1 2026	May 07, 2026
GHP Investment Advisors, Inc.	History	No change	2,850	223	0.01%	0.01%	541	0	0.0%	Q1 2026	Apr 21, 2026
Werba Rubin Papier Wealth Management	History	Reduced	2,842	222	0.03%	0.07%	542	-708	-19.94%	Q1 2026	May 12, 2026
HighPoint Advisor Group LLC	History	New	2,819	221	0.01%	—	543	+2,819	New	Q1 2026	May 14, 2026
SJS Investment Consulting Inc.	History	Added to	2,782	218	0.03%	0.02%	544	+502	22.02%	Q1 2026	Apr 23, 2026
Note Advisors, LLC	History	No change	2,770	217	0.11%	0.11%	545	0	0.0%	Q1 2026	May 15, 2026
Granite Harbor Advisors, Inc.	History	Reduced	2,761	216	0.09%	0.1%	547	-178	-6.06%	Q1 2026	Apr 23, 2026
Berger Financial Group, Inc	History	Reduced	2,764	216	0.01%	0.01%	546	-19	-0.68%	Q1 2026	Apr 28, 2026
Vistica Wealth Advisors, LLC	History	No change	2,743	215	0.21%	0.21%	548	0	0.0%	Q1 2026	Apr 23, 2026
Montis Financial, LLC	History	Reduced	2,650	207	0.04%	0.04%	550	-22	-0.82%	Q1 2026	May 11, 2026
NAPLES GLOBAL ADVISORS, LLC	History	No change	2,648	207	0.02%	0.02%	549	0	0.0%	Q1 2026	Apr 20, 2026
GREENLEAF TRUST	History	No change	2,632	206	0.0%	0.0%	551	0	0.0%	Q1 2026	Apr 27, 2026
United Advisor Group, LLC	History	Reduced	2,623	205	0.03%	0.03%	552	-60	-2.24%	Q1 2026	Apr 17, 2026
BENJAMIN EDWARDS INC	History	Reduced	2,556	200	0.0%	0.02%	554	-25,091	-90.75%	Q1 2026	May 12, 2026
Fisher Asset Management, LLC	History	New	2,561	200	0.0%	—	556	+2,561	New	Q1 2026	May 05, 2026
Callan Family Office, LLC	History	New	2,553	200	0.0%	—	557	+2,553	New	Q1 2026	May 13, 2026
New Covenant Trust Company, N.A.	History	Reduced	2,552	200	0.18%	0.19%	555	-98	-3.7%	Q1 2026	Apr 17, 2026
AdvisorNet Financial, Inc	History	Added to	2,560	200	0.01%	0.01%	553	+25	0.99%	Q1 2026	Apr 17, 2026
Park Place Capital Corp	History	No change	2,523	197	0.04%	0.04%	558	0	0.0%	Q1 2026	Apr 09, 2026
CURIO WEALTH, LLC	History	No change	2,522	197	0.07%	0.07%	559	0	0.0%	Q1 2026	May 11, 2026
Princeton Global Asset Management LLC	History	New	2,413	189	0.03%	—	560	+2,413	New	Q1 2026	Apr 22, 2026
PINNEY & SCOFIELD, INC.	History	Reduced	2,390	187	0.1%	0.15%	561	-1,081	-31.14%	Q1 2026	May 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	No change	2,334	183	0.01%	0.01%	562	0	0.0%	Q1 2026	Apr 16, 2026
Arax Advisory Partners	History	No change	2,341	183	0.01%	0.01%	563	0	0.0%	Q1 2026	May 13, 2026
Miller Global Investments, LLC	History	No change	2,200	172	0.16%	0.15%	564	0	0.0%	Q1 2026	Apr 06, 2026
Western Wealth Management, LLC	History	New	2,132	167	0.01%	—	565	+2,132	New	Q1 2026	May 19, 2026
Annis Gardner Whiting Capital Advisors, LLC	History	No change	2,111	165	0.03%	0.03%	566	0	0.0%	Q1 2026	May 06, 2026
Longview Financial Advisors LLC	History	No change	2,036	159	0.09%	0.09%	567	0	0.0%	Q1 2026	Apr 20, 2026
CLEAR INVESTMENT RESEARCH, LLC	History	New	2,010	157	0.25%	—	568	+2,010	New	Q1 2026	May 04, 2026
Spire Wealth Management	History	Reduced	1,901	149	0.01%	0.0%	569	-13	-0.68%	Q1 2026	Apr 22, 2026
Golden State Wealth Management, LLC	History	Reduced	1,887	148	0.02%	0.02%	570	-57	-2.93%	Q1 2026	Apr 28, 2026
BAYBAN	History	No change	1,900	148	0.13%	0.13%	571	0	0.0%	Q1 2026	Apr 24, 2026
TFC Financial Management, Inc.	History	Reduced	1,861	145	0.02%	0.02%	572	-435	-18.95%	Q1 2026	Apr 23, 2026
Glassman Wealth Services	History	No change	1,786	140	0.02%	0.02%	573	0	0.0%	Q1 2026	May 04, 2026
CDKV HOLDINGS LLC	History	No change	1,776	139	0.12%	0.11%	574	0	0.0%	Q1 2026	May 01, 2026
HIGHLINE WEALTH PARTNERS LLC	History	Reduced	1,766	138	0.04%	0.04%	575	-277	-13.56%	Q1 2026	Apr 06, 2026
Atlantic Union Bankshares Corp	History	Added to	1,750	137	0.0%	0.0%	576	+163	10.27%	Q1 2026	May 12, 2026
Capital Advisors, Ltd. LLC	History	Reduced	1,729	136	0.02%	0.02%	577	-557	-24.37%	Q1 2026	Apr 16, 2026
Owl Creek Wealth Partners LLC	History	New	1,694	132	0.05%	—	580	+1,694	New	Q1 2026	May 13, 2026
Sage Mountain Advisors LLC	History	Reduced	1,695	132	0.01%	0.01%	579	-382	-18.39%	Q1 2026	May 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND	History	No change	1,692	132	0.0%	0.0%	578	0	0.0%	Q1 2026	May 06, 2026
ASSETMARK, INC	History	Added to	1,637	128	0.0%	0.0%	581	+189	13.05%	Q1 2026	May 06, 2026
WOLFF WIESE MAGANA LLC	History	Added to	1,631	127	0.07%	0.07%	582	+2	0.12%	Q1 2026	Apr 13, 2026
Tanglewood Legacy Advisors, LLC	History	New	1,615	126	0.05%	—	584	+1,615	New	Q1 2026	Apr 27, 2026
NBC SECURITIES, INC.	History	No change	1,614	126	0.01%	0.01%	583	0	0.0%	Q1 2026	Apr 14, 2026
Bravera Wealth	History	No change	1,548	121	0.05%	0.06%	585	0	0.0%	Q1 2026	Apr 22, 2026
GAMMA Investing LLC	History	Reduced	1,481	116	0.01%	0.01%	586	-483	-24.59%	Q1 2026	Apr 06, 2026
HORIZON BANCORP INC /IN/	History	Added to	1,456	114	0.05%	0.06%	587	+1	0.07%	Q1 2026	Apr 22, 2026
WealthCollab, LLC	History	No change	1,332	104	0.04%	0.04%	588	0	0.0%	Q1 2026	May 13, 2026
TRUST CO OF VERMONT	History	No change	1,274	98	0.0%	0.0%	589	0	0.0%	Q4 2025	Jan 16, 2026
Root Financial Partners, LLC	History	Added to	1,221	95	0.0%	0.0%	590	+1,175	2554.35%	Q1 2026	Apr 24, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	1,179	92	0.0%	0.01%	591	0	0.0%	Q1 2026	May 07, 2026
Addison Advisors LLC	History	Added to	1,159	90	0.02%	0.02%	594	+234	25.3%	Q1 2026	May 08, 2026
PRIVATE TRUST CO NA	History	Added to	1,159	90	0.01%	0.01%	592	+11	0.96%	Q1 2026	Apr 30, 2026
SIGNATUREFD, LLC	History	No change	1,153	90	0.0%	0.0%	593	0	0.0%	Q1 2026	Apr 07, 2026
Grove Bank & Trust	History	Added to	1,130	88	0.01%	0.01%	595	+125	12.44%	Q1 2026	Apr 08, 2026
BURKETT FINANCIAL SERVICES, LLC	History	No change	1,107	86	0.03%	0.03%	596	0	0.0%	Q1 2026	Apr 01, 2026
Indiana Trust & Investment Management Co	History	No change	1,089	85	0.03%	0.02%	597	0	0.0%	Q1 2026	Apr 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	Reduced	1,065	83	0.01%	0.01%	598	-4	-0.37%	Q1 2026	Apr 13, 2026
Westside Investment Management, Inc.	History	Reduced	1,041	82	0.01%	0.02%	599	-500	-32.45%	Q1 2026	May 04, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	History	No change	1,036	81	0.1%	0.09%	600	0	0.0%	Q1 2026	May 12, 2026
Capital Investment Advisory Services, LLC	History	Reduced	1,009	79	0.01%	0.01%	601	-41	-3.9%	Q1 2026	May 05, 2026
Register Financial Advisors LLC	History	New	977	76	0.03%	—	602	+977	New	Q1 2026	Apr 15, 2026
ELEVATION WEALTH PARTNERS, LLC	History	No change	963	75	0.03%	0.03%	603	0	0.0%	Q1 2026	Apr 14, 2026
ELEVATE WEALTH ADVISORY, INC	History	No change	960	75	0.05%	0.05%	604	0	0.0%	Q1 2026	May 11, 2026
PARK NATIONAL CORP /OH/	History	New	930	72	0.0%	—	606	+930	New	Q1 2026	Apr 16, 2026
OLD SECOND NATIONAL BANK OF AURORA	History	No change	922	72	0.01%	0.01%	605	0	0.0%	Q1 2026	Apr 21, 2026
Finley Financial, LLC	History	Added to	900	70	0.03%	0.01%	608	+600	200.0%	Q1 2026	Apr 22, 2026
High Note Wealth, LLC	History	No change	901	70	0.01%	0.01%	607	0	0.0%	Q1 2026	May 11, 2026
JDM Financial Group LLC	History	No change	875	68	0.03%	0.03%	609	0	0.0%	Q1 2026	May 20, 2026
Copia Wealth Management	History	Reduced	855	67	0.05%	0.07%	610	-355	-29.34%	Q1 2026	May 04, 2026
CENTRAL TRUST Co	History	Reduced	850	66	0.0%	0.0%	611	-10	-1.16%	Q1 2026	Apr 17, 2026
Clayton Financial Group LLC	History	No change	853	66	0.03%	0.03%	612	0	0.0%	Q1 2026	Apr 13, 2026
Kilter Group LLC	History	New	792	62	0.03%	—	614	+792	New	Q1 2026	May 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	No change	802	62	0.05%	0.05%	613	0	0.0%	Q1 2026	May 14, 2026
MARYLAND CAPITAL ADVISORS INC.	History	No change	782	60	0.02%	0.02%	615	0	0.0%	Q4 2025	Jan 20, 2026
MONTAG A & ASSOCIATES INC	History	No change	760	59	0.0%	0.0%	616	0	0.0%	Q1 2026	Apr 29, 2026
Harbor Asset Planning, Inc.	History	No change	753	59	0.05%	0.05%	617	0	0.0%	Q1 2026	Apr 22, 2026
Vanguard National Trust Co	History	New	750	58	0.0%	—	618	+750	New	Q1 2026	May 08, 2026
City State Bank	History	No change	722	56	0.01%	0.02%	619	0	0.0%	Q1 2026	Apr 20, 2026
AlphaCore Capital LLC	History	Added to	706	55	0.0%	0.0%	620	+47	7.13%	Q1 2026	May 15, 2026
JNBA Financial Advisors	History	No change	700	54	0.0%	0.0%	621	0	0.0%	Q1 2026	Apr 22, 2026
Sound Income Strategies, LLC	History	Reduced	667	53	0.0%	0.0%	622	-144	-17.76%	Q1 2026	Apr 27, 2026
GABLES CAPITAL MANAGEMENT INC.	History	No change	688	53	0.02%	0.02%	623	0	0.0%	Q1 2026	May 01, 2026
VANGUARD ADVISERS INC	History	New	656	51	0.0%	—	625	+656	New	Q1 2026	May 08, 2026
MeadowBrook Investment Advisors LLC	History	No change	663	51	0.05%	0.04%	624	0	0.0%	Q1 2026	Apr 22, 2026
BITTERROOT CAPITAL ADVISORS LLC	History	No change	646	50	0.03%	0.03%	626	0	0.0%	Q1 2026	May 11, 2026
CALDWELL SUTTER CAPITAL, INC.	History	No change	624	48	0.02%	0.02%	627	0	0.0%	Q1 2026	May 05, 2026
Cranbrook Wealth Management, LLC	History	No change	623	48	0.01%	0.01%	628	0	0.0%	Q1 2026	Apr 15, 2026
EverSource Wealth Advisors, LLC	History	Added to	598	46	0.0%	0.0%	629	+100	20.08%	Q1 2026	May 15, 2026
Perkins Coie Trust Co	History	No change	568	44	0.01%	0.01%	630	0	0.0%	Q1 2026	Apr 15, 2026
Godfrey Financial Associates, Inc.	History	No change	570	44	0.04%	0.04%	631	0	0.0%	Q1 2026	May 11, 2026
Align Financial, LLC	History	Reduced	534	41	0.02%	0.02%	632	-40,867	-98.71%	Q1 2026	May 08, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	516	40	0.01%	0.01%	633	0	0.0%	Q1 2026	Apr 22, 2026
Key Capital Management, INC	History	New	504	39	0.03%	—	637	+504	New	Q1 2026	May 07, 2026
Tradewinds Capital Management, LLC	History	No change	508	39	0.01%	0.01%	634	0	0.0%	Q1 2026	Apr 14, 2026
Running Point Capital Advisors, LLC	History	No change	513	39	0.01%	0.01%	635	0	0.0%	Q4 2025	Feb 17, 2026
High Point Wealth Management, LLC	History	No change	500	39	0.04%	0.04%	636	0	0.0%	Q1 2026	Apr 08, 2026
Covenant Partners, LLC	History	No change	483	37	0.01%	0.01%	638	0	0.0%	Q4 2025	Jan 26, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	Added to	463	36	0.0%	0.0%	639	+228	97.02%	Q1 2026	May 06, 2026
Russell Investments Group, Ltd.	History	Added to	455	35	0.0%	0.0%	642	+109	31.5%	Q1 2026	May 08, 2026
C M BIDWELL & ASSOCIATES LTD	History	No change	451	35	0.02%	0.02%	640	0	0.0%	Q1 2026	May 14, 2026
MCF Advisors LLC	History	No change	451	35	0.0%	0.0%	641	0	0.0%	Q1 2026	May 11, 2026
Fairway Wealth LLC	History	New	428	33	0.01%	—	643	+428	New	Q1 2026	Apr 23, 2026
DiNuzzo Private Wealth, Inc.	History	No change	405	31	0.0%	0.0%	644	0	0.0%	Q1 2026	Apr 08, 2026
Daytona Street Capital LLC	History	No change	393	31	0.02%	0.02%	645	0	0.0%	Q1 2026	Apr 10, 2026
CAMBIENT FAMILY OFFICE, LLC	History	No change	406	31	0.0%	0.0%	646	0	0.0%	Q1 2026	Apr 21, 2026
Colonial Trust Co / SC	History	No change	388	30	0.0%	0.0%	647	0	0.0%	Q1 2026	May 12, 2026
Gen-Wealth Partners Inc	History	No change	395	30	0.01%	0.01%	648	0	0.0%	Q1 2026	May 08, 2026
TD Waterhouse Canada Inc.	History	New	359	28	0.0%	—	653	+359	New	Q1 2026	May 12, 2026
SHP Wealth Management	History	No change	360	28	0.0%	0.0%	649	0	0.0%	Q1 2026	May 08, 2026
Glass Jacobson Investment Advisors llc	History	No change	365	28	0.01%	0.01%	650	0	0.0%	Q1 2026	Apr 23, 2026
Murphy & Mullick Capital Management Corp	History	No change	369	28	0.02%	0.02%	651	0	0.0%	Q1 2026	Apr 17, 2026
Benson Wealth Management INC	History	No change	361	28	0.04%	0.03%	652	0	0.0%	Q1 2026	May 12, 2026
Sunrise Financial Services, LLC	History	New	350	27	0.02%	—	656	+350	New	Q1 2026	Apr 29, 2026
ST GERMAIN D J CO INC	History	No change	356	27	0.0%	0.0%	654	0	0.0%	Q1 2026	Apr 13, 2026
AMERICAN NATIONAL BANK & TRUST	History	No change	352	27	0.0%	0.0%	655	0	0.0%	Q1 2026	Apr 23, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	336	26	0.01%	0.01%	657	0	0.0%	Q1 2026	May 14, 2026
TUCKER ASSET MANAGEMENT LLC	History	No change	340	26	0.01%	0.01%	658	0	0.0%	Q4 2025	Feb 05, 2026
NFSG Corp	History	No change	334	26	0.0%	0.0%	659	0	0.0%	Q1 2026	May 05, 2026
Hamilton Point Investment Advisors, LLC	History	No change	325	25	0.0%	0.0%	660	0	0.0%	Q1 2026	May 06, 2026
IAG Wealth Partners, LLC	History	No change	326	25	0.0%	0.0%	661	0	0.0%	Q1 2026	Apr 29, 2026
MRP Capital Investments, LLC	History	No change	331	25	0.02%	0.02%	662	0	0.0%	Q1 2026	May 14, 2026
Strive Financial Group ,LLC	History	No change	317	25	0.01%	0.01%	663	0	0.0%	Q1 2026	May 15, 2026
Coston, McIsaac & Partners	History	No change	301	23	0.01%	0.01%	664	0	0.0%	Q1 2026	Apr 22, 2026
Strategic Wealth Partners, Ltd.	History	Added to	291	22	0.0%	0.0%	666	+155	113.97%	Q1 2026	May 12, 2026
HANTZ FINANCIAL SERVICES, INC.	History	Added to	283	22	0.0%	0.0%	665	+87	44.39%	Q1 2026	May 01, 2026
TSFG, LLC	History	No change	279	22	0.0%	0.0%	667	0	0.0%	Q1 2026	Apr 27, 2026
THOMPSON INVESTMENT MANAGEMENT, INC.	History	New	276	21	0.0%	—	671	+276	New	Q1 2026	Apr 08, 2026
Bogart Wealth, LLC	History	No change	274	21	0.0%	0.0%	668	0	0.0%	Q1 2026	Apr 28, 2026
Pacifica Partners Inc.	History	No change	278	21	0.01%	0.01%	669	0	0.0%	Q1 2026	Apr 09, 2026
Dogwood Wealth Management LLC	History	No change	274	21	0.01%	0.01%	670	0	0.0%	Q1 2026	May 12, 2026
Marquette Asset Management, LLC	History	New	264	20	0.0%	—	674	+264	New	Q1 2026	Apr 23, 2026
TOMPKINS FINANCIAL CORP	History	No change	261	20	0.0%	0.0%	672	0	0.0%	Q1 2026	Apr 09, 2026
Nemes Rush Group LLC	History	No change	256	20	0.0%	0.0%	673	0	0.0%	Q1 2026	Apr 21, 2026
SALEM INVESTMENT COUNSELORS INC	History	New	250	19	0.0%	—	677	+250	New	Q1 2026	Apr 29, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	History	No change	230	19	0.0%	0.0%	675	0	0.0%	Q1 2026	Apr 13, 2026
Private Wealth Asset Management, LLC	History	No change	251	19	0.0%	0.0%	676	0	0.0%	Q1 2026	May 06, 2026
KERR FINANCIAL PLANNING Corp	History	Reduced	220	18	0.02%	0.05%	680	-220	-50.0%	Q1 2026	Apr 29, 2026
Dunhill Financial, LLC	History	Reduced	230	18	0.0%	0.0%	679	-40	-14.81%	Q1 2026	May 06, 2026
Sunbelt Securities, Inc.	History	No change	236	18	0.0%	0.0%	678	0	0.0%	Q1 2026	May 15, 2026
Main Management LLC	History	New	221	17	0.0%	—	682	+221	New	Q1 2026	May 14, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	222	17	0.0%	0.0%	681	0	0.0%	Q1 2026	Apr 28, 2026
Corsicana & Co.	History	No change	261	16	0.01%	0.01%	683	0	0.0%	Q1 2026	May 13, 2026
Medallion Wealth Advisors, LLC	History	Added to	195	15	0.0%	0.0%	685	+10	5.41%	Q1 2026	Apr 24, 2026
Lodestone Wealth Management LLC	History	No change	200	15	0.01%	0.01%	684	0	0.0%	Q1 2026	May 01, 2026
S&T BANK/PA	History	No change	191	14	0.01%	0.0%	686	0	0.0%	Q1 2026	May 13, 2026
1015 Capital Partners, LLC	History	Reduced	170	13	0.01%	0.09%	690	-959	-84.94%	Q1 2026	May 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	Reduced	167	13	0.01%	0.01%	687	-260	-60.89%	Q1 2026	Apr 14, 2026
MBM WEALTH CONSULTANTS, LLC	History	New	176	13	0.0%	—	691	+176	New	Q1 2026	Apr 20, 2026
Networth Advisors, LLC	History	Added to	166	13	0.01%	0.01%	689	+48	40.68%	Q1 2026	Apr 22, 2026
Pandora Wealth, Inc.	History	No change	180	13	0.01%	0.01%	688	0	0.0%	Q4 2025	Feb 04, 2026
EASTERN BANK	History	No change	160	12	0.0%	0.0%	692	0	0.0%	Q1 2026	Apr 07, 2026
CNB Bank	History	No change	165	12	0.01%	0.0%	693	0	0.0%	Q1 2026	May 06, 2026
First Pacific Financial	History	No change	155	12	0.0%	0.0%	694	0	0.0%	Q1 2026	Apr 23, 2026
Financial Perspectives, Inc	History	No change	160	12	0.0%	0.0%	695	0	0.0%	Q1 2026	May 11, 2026
Monetary Solutions, Ltd	History	No change	157	12	0.01%	0.01%	696	0	0.0%	Q1 2026	May 01, 2026
CX Institutional	History	Reduced	137	11	0.0%	0.0%	697	-233	-62.97%	Q1 2026	Apr 06, 2026
Newton One Investments LLC	History	Reduced	151	11	0.0%	0.0%	700	-65	-30.09%	Q1 2026	Apr 24, 2026
Avion Wealth	History	No change	141	11	0.0%	0.0%	698	0	0.0%	Q1 2026	May 01, 2026
Elevated Capital Advisors, LLC	History	No change	143	11	0.0%	0.0%	699	0	0.0%	Q1 2026	Apr 30, 2026
Cherry Tree Wealth Management, LLC	History	No change	153	11	0.0%	0.0%	701	0	0.0%	Q1 2026	May 05, 2026
HOWE & RUSLING INC	History	Reduced	129	10	0.0%	0.0%	702	-8	-5.84%	Q1 2026	Apr 28, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	119	9	0.0%	0.0%	703	0	0.0%	Q1 2026	Apr 17, 2026
FAS Wealth Partners, Inc.	History	No change	125	9	0.0%	0.0%	704	0	0.0%	Q4 2025	Feb 18, 2026
CVA Family Office, LLC	History	No change	120	9	0.0%	0.0%	705	0	0.0%	Q1 2026	Apr 29, 2026
Washington Trust Advisors, Inc.	History	No change	117	9	0.0%	0.0%	706	0	0.0%	Q1 2026	Apr 06, 2026
Dorato Capital Management	History	No change	120	9	0.01%	0.01%	707	0	0.0%	Q1 2026	Apr 09, 2026
STRATEGIC ADVISORY PARTNERS, LLC	History	New	108	8	0.01%	—	713	+108	New	Q1 2026	Apr 16, 2026
True Link Financial Advisors, LLC	History	New	105	8	0.0%	—	712	+105	New	Q1 2026	Apr 29, 2026
Covestor Ltd	History	Added to	99	8	0.01%	0.0%	710	+27	37.5%	Q1 2026	May 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	103	8	0.0%	0.0%	708	0	0.0%	Q1 2026	May 01, 2026
New Millennium Group LLC	History	No change	111	8	0.0%	0.0%	709	0	0.0%	Q4 2025	Feb 06, 2026
Private Wealth Management Group, LLC	History	No change	113	8	0.0%	0.0%	711	0	0.0%	Q1 2026	Apr 23, 2026
Strengthening Families & Communities, LLC	History	New	93	7	0.0%	—	718	+93	New	Q1 2026	May 11, 2026
Smallwood Wealth Investment Management, LLC	History	No change	96	7	0.0%	0.0%	714	0	0.0%	Q1 2026	Apr 22, 2026
Arlington Trust Co LLC	History	No change	100	7	0.0%	0.0%	715	0	0.0%	Q1 2026	Apr 08, 2026
United Financial Planning Group LLC	History	No change	95	7	0.0%	0.0%	716	0	0.0%	Q1 2026	May 08, 2026
Hilton Head Capital Partners, LLC	History	No change	101	7	0.0%	0.0%	717	0	0.0%	Q1 2026	Apr 20, 2026
Main Street Group, LTD	History	New	87	6	0.0%	—	725	+87	New	Q1 2026	May 06, 2026
Abound Wealth Management	History	New	84	6	0.0%	—	724	+84	New	Q1 2026	Apr 10, 2026
RICHARDS, MERRILL & PETERSON, INC.	History	Added to	77	6	0.0%	0.0%	719	+9	13.24%	Q1 2026	Apr 17, 2026
WEBSTER BANK, N. A.	History	No change	83	6	0.0%	0.0%	720	0	0.0%	Q1 2026	Apr 17, 2026
Versant Capital Management, Inc	History	No change	87	6	0.0%	0.0%	721	0	0.0%	Q1 2026	Apr 06, 2026
Planning Project LLC	History	No change	79	6	0.0%	0.0%	722	0	0.0%	Q4 2025	Feb 12, 2026
Provenance Wealth Advisors, LLC	History	No change	87	6	0.0%	0.0%	723	0	0.0%	Q1 2026	Apr 20, 2026
Burk Holdings LLC	History	New	71	5	0.0%	—	732	+71	New	Q1 2026	May 07, 2026
Operose Advisors LLC	History	New	69	5	0.0%	—	731	+69	New	Q1 2026	May 12, 2026
Archer Investment Corp	History	Added to	69	5	0.0%	0.0%	727	+47	213.64%	Q1 2026	May 04, 2026
Essential Partners LLC	History	Added to	64	5	0.0%	0.0%	730	+27	72.97%	Q1 2026	May 21, 2026
Pinnacle Bancorp, Inc.	History	No change	74	5	0.0%	0.0%	726	0	0.0%	Q1 2026	Apr 22, 2026
Citizens National Bank Trust Department	History	No change	75	5	0.0%	0.0%	728	0	0.0%	Q1 2026	May 04, 2026
Bell Investment Advisors, Inc	History	No change	70	5	0.0%	0.0%	729	0	0.0%	Q1 2026	Apr 17, 2026
Hickory Point Bank & Trust	History	New	53	4	0.0%	—	739	+53	New	Q1 2026	Apr 03, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	54	4	0.0%	0.0%	733	0	0.0%	Q1 2026	Apr 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	58	4	0.0%	0.0%	734	0	0.0%	Q1 2026	May 14, 2026
FIRST COMMUNITY TRUST NA	History	No change	62	4	0.0%	0.0%	735	0	0.0%	Q1 2026	Apr 16, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	56	4	0.0%	0.0%	736	0	0.0%	Q1 2026	Apr 23, 2026
Oakworth Capital, Inc.	History	No change	54	4	0.0%	0.0%	737	0	0.0%	Q1 2026	Apr 24, 2026
YANKCOM Partnership	History	No change	58	4	0.0%	0.0%	738	0	0.0%	Q1 2026	Apr 20, 2026
Anchor Investment Management, LLC	History	Reduced	42	3	0.0%	0.0%	742	-131	-75.72%	Q1 2026	May 01, 2026
PlanVest Financial, Inc	History	New	45	3	0.0%	—	746	+45	New	Q1 2026	May 14, 2026
Winch Advisory Services, LLC	History	Added to	40	3	0.0%	0.0%	741	+25	166.67%	Q1 2026	Apr 30, 2026
JFS WEALTH ADVISORS, LLC	History	No change	51	3	0.0%	0.0%	740	0	0.0%	Q1 2026	Apr 20, 2026
EPG Wealth Management LLC	History	No change	45	3	0.0%	0.0%	743	0	0.0%	Q1 2026	May 07, 2026
DHJJ Financial Advisors, Ltd.	History	No change	40	3	0.0%	0.0%	744	0	0.0%	Q1 2026	Apr 09, 2026
Blue Trust, Inc.	History	No change	39	3	0.0%	0.0%	745	0	0.0%	Q1 2026	Apr 20, 2026
Rosenberg Matthew Hamilton	History	New	30	2	0.0%	—	751	+30	New	Q1 2026	Apr 06, 2026
IMG Wealth Management, Inc.	History	Added to	36	2	0.0%	—	749	+27	300.0%	Q1 2026	May 15, 2026
Providence Capital Advisors, LLC	History	No change	34	2	0.0%	0.0%	747	0	0.0%	Q1 2026	May 14, 2026
Founders Financial Alliance, LLC	History	No change	29	2	0.0%	0.0%	748	0	0.0%	Q1 2026	May 11, 2026
Roxbury Financial LLC	History	No change	28	2	0.0%	0.0%	750	0	0.0%	Q1 2026	Apr 17, 2026
Clearstead Trust, LLC	History	Reduced	13	1	0.0%	0.0%	755	-134	-91.16%	Q1 2026	May 06, 2026
Plante Moran Financial Advisors, LLC	History	Reduced	16	1	0.0%	0.0%	754	-35	-68.63%	Q1 2026	May 05, 2026
MidFirst Bank	History	Reduced	25	1	0.0%	0.0%	759	-24	-48.98%	Q1 2026	May 15, 2026
Dixon Mitchell Investment Counsel Inc.	History	New	20	1	0.0%	—	760	+20	New	Q1 2026	May 14, 2026
Synergy Investment Management, LLC	History	New	20	1	0.0%	—	761	+20	New	Q1 2026	May 14, 2026
Phillip James Consulting Co.	History	New	8	1	0.0%	—	762	+8	New	Q1 2026	May 11, 2026
SYM FINANCIAL Corp	History	No change	25	1	0.0%	0.0%	752	0	0.0%	Q1 2026	May 08, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	23	1	0.0%	0.0%	753	0	0.0%	Q1 2026	Apr 15, 2026
Ritter Daniher Financial Advisory LLC / DE	History	No change	21	1	0.0%	0.0%	756	0	0.0%	Q1 2026	May 06, 2026
Stephens Consulting, LLC	History	No change	15	1	0.0%	0.0%	757	0	0.0%	Q4 2025	Jan 13, 2026
Wealth Enhancement Trust Services, Inc.	History	No change	15	1	0.0%	0.0%	758	0	0.0%	Q1 2026	Apr 08, 2026
NewEdge Advisors, LLC	History	Closed out	0	0	—	0.03%	—	-122,549	-100.0%	Q1 2026	May 15, 2026
BRIGHTON JONES LLC	History	Closed out	0	0	—	0.34%	—	-117,885	-100.0%	Q1 2026	Apr 28, 2026
PARK AVENUE SECURITIES LLC	History	Closed out	0	0	—	0.03%	—	-43,557	-100.0%	Q1 2026	Apr 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC	History	Closed out	0	0	—	0.05%	—	-37,500	-100.0%	Q1 2026	May 15, 2026
GenTrust, LLC	History	Closed out	0	0	—	0.05%	—	-15,849	-100.0%	Q1 2026	Apr 27, 2026
DRW Securities, LLC	History	Closed out	0	0	—	0.03%	—	-15,330	-100.0%	Q1 2026	May 13, 2026
J.W. COLE ADVISORS, INC.	History	Closed out	0	0	—	0.02%	—	-13,307	-100.0%	Q1 2026	Apr 23, 2026
VICTORY FINANCIAL GROUP, LLC	History	Closed out	0	0	—	0.12%	—	-12,303	-100.0%	Q1 2026	Apr 27, 2026
Quadrature Capital Ltd	History	Closed out	0	0	—	0.01%	—	-10,902	-100.0%	Q1 2026	May 15, 2026
Argent Advisors, Inc.	History	Closed out	0	0	—	0.06%	—	-5,133	-100.0%	Q1 2026	Apr 24, 2026
Janney Montgomery Scott LLC	History	Closed out	0	0	—	0.0%	—	-4,999	-100.0%	Q1 2026	Apr 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	Closed out	0	0	—	0.01%	—	-4,550	-100.0%	Q1 2026	Apr 29, 2026
Archer Investment Management, LLC	History	Closed out	0	0	—	0.14%	—	-3,328	-100.0%	Q1 2026	Apr 08, 2026
Beaumont Financial Advisors, LLC	History	Closed out	0	0	—	0.02%	—	-3,157	-100.0%	Q1 2026	May 05, 2026
Ellis Investment Partners, LLC	History	Closed out	0	0	—	0.04%	—	-3,084	-100.0%	Q1 2026	May 12, 2026
McElhenny Sheffield Capital Management, LLC	History	Closed out	0	0	—	0.06%	—	-2,955	-100.0%	Q1 2026	Apr 22, 2026
SAPIENT CAPITAL LLC	History	Closed out	0	0	—	0.0%	—	-2,849	-100.0%	Q1 2026	Apr 08, 2026
First National Advisers, LLC	History	Closed out	0	0	—	0.03%	—	-2,800	-100.0%	Q1 2026	May 08, 2026
Meeder Advisory Services, Inc.	History	Closed out	0	0	—	0.01%	—	-2,664	-100.0%	Q1 2026	May 07, 2026
SIGNET FINANCIAL MANAGEMENT, LLC	History	Closed out	0	0	—	0.02%	—	-2,637	-100.0%	Q1 2026	May 05, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	Closed out	0	0	—	0.0%	—	-1,784	-100.0%	Q1 2026	Apr 14, 2026
Trust Co	History	Closed out	0	0	—	0.01%	—	-1,660	-100.0%	Q1 2026	Apr 13, 2026
IFC & Insurance Marketing, Inc.	History	Closed out	0	0	—	0.03%	—	-413	-100.0%	Q1 2026	Apr 16, 2026
Kohmann Bosshard Financial Services, LLC	History	Closed out	0	0	—	0.0%	—	-334	-100.0%	Q1 2026	May 01, 2026
Reyes Financial Architecture, Inc.	History	Closed out	0	0	—	0.01%	—	-320	-100.0%	Q1 2026	May 11, 2026
Merited Wealth, LLC	History	Closed out	0	0	—	0.02%	—	-233	-100.0%	Q1 2026	Apr 24, 2026
Modus Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-194	-100.0%	Q1 2026	May 04, 2026
McIlrath & Eck, LLC	History	Closed out	0	0	—	0.0%	—	-155	-100.0%	Q1 2026	May 19, 2026
Vermillion & White Wealth Management Group, LLC	History	Closed out	0	0	—	0.01%	—	-134	-100.0%	Q1 2026	May 15, 2026
Tower Research Capital LLC (TRC)	History	Closed out	0	0	—	0.0%	—	-124	-100.0%	Q1 2026	May 15, 2026
Strategic Advocates LLC	History	Closed out	0	0	—	0.0%	—	-118	-100.0%	Q1 2026	May 15, 2026
Wealth Watch Advisors, INC	History	Closed out	0	0	—	0.0%	—	-108	-100.0%	Q1 2026	May 15, 2026
OPTIMA CAPITAL LLC	History	Closed out	0	0	—	0.0%	—	-96	-100.0%	Q1 2026	May 04, 2026
Blume Capital Management, Inc.	History	Closed out	0	0	—	0.0%	—	-79	-100.0%	Q1 2026	May 01, 2026
Camelot Portfolios, LLC	History	Closed out	0	0	—	0.0%	—	-64	-100.0%	Q1 2026	May 08, 2026
TCTC Holdings, LLC	History	Closed out	0	0	—	0.0%	—	-63	-100.0%	Q1 2026	May 07, 2026
EQ WEALTH ADVISORS, LLC	History	Closed out	0	0	—	0.0%	—	-50	-100.0%	Q1 2026	May 01, 2026
True Wealth Design, LLC	History	Closed out	0	0	—	0.0%	—	-49	-100.0%	Q1 2026	Apr 13, 2026
Triumph Capital Management	History	Closed out	0	0	—	0.0%	—	-41	-100.0%	Q1 2026	May 13, 2026
TORONTO DOMINION BANK	History	Reduced	9	0	—	0.0%	—	-33	-78.57%	Q1 2026	May 15, 2026
Garton & Associates Financial Advisors LLC	History	Closed out	0	0	—	0.0%	—	-13	-100.0%	Q1 2026	May 11, 2026
First Command Advisory Services, Inc.	History	New	11	0	—	—	—	+11	New	Q1 2026	May 07, 2026
Silver Grove Financial Group, Inc.	History	New	7	0	—	—	—	+7	New	Q1 2026	May 15, 2026
Cape Investment Advisory, Inc.	History	Closed out	0	0	—	—	—	-3	-100.0%	Q1 2026	May 15, 2026
Wilkerson Advisory Group LLC	History	Closed out	0	0	—	—	—	-3	-100.0%	Q1 2026	May 08, 2026
Lloyd Advisory Services, LLC.	History	Added to	4	0	—	—	—	+2	100.0%	Q1 2026	May 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC	History	New	1	0	—	—	—	+1	New	Q1 2026	May 15, 2026
Sachetta, LLC	History	New	1	0	—	—	—	+1	New	Q1 2026	May 01, 2026
ALERUS FINANCIAL NA	History	No change	6	0	—	—	—	0	0.0%	Q1 2026	May 12, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	No change	7	0	—	—	—	0	0.0%	Q1 2026	May 07, 2026
TD PRIVATE CLIENT WEALTH LLC	History	No change	1	0	—	—	—	0	0.0%	Q1 2026	Apr 27, 2026
Kingdom Financial Group LLC.	History	No change	4	0	—	—	—	0	0.0%	Q1 2026	May 13, 2026
Fourth Dimension Wealth, LLC	History	No change	10	0	—	—	—	0	0.0%	Q1 2026	May 11, 2026