iSHARES TRUST - SGOV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,170,491 | 1,225,081 | 0.09% | 0.08% | 1 | +1,420,276 | 13.21% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 10,856,515 | 1,092,816 | 0.29% | 0.24% | 2 | +2,060,160 | 23.42% | Q1 2026 | May 06, 2026 |
| Howard Capital Management Inc. | History | New | 9,335,100 | 939,671 | 15.37% | — | 3 | +9,335,100 | New | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 8,399,007 | 845,444 | 0.05% | 0.05% | 4 | +400,371 | 5.01% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 5,134,550 | 516,843 | 0.08% | 0.04% | 5 | +2,543,358 | 98.15% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,141,877 | 415,761 | 0.7% | 0.7% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,959,338 | 391,608 | 0.53% | — | 7 | +3,959,338 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 3,565,410 | 358,894 | 0.51% | 0.58% | 8 | -377,657 | -9.58% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,522,788 | 354,603 | 0.11% | 0.08% | 9 | +850,844 | 31.84% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,378,208 | 272,490 | 0.06% | 0.05% | 10 | +1,360,553 | 67.43% | Q1 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,699,683 | 271,768 | 0.4% | 0.38% | 11 | +109,750 | 4.24% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,691,521 | 270,929 | 0.05% | 0.04% | 12 | +341,164 | 14.52% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,619,023 | 263,630 | 0.05% | 0.03% | 13 | +759,593 | 40.85% | Q1 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,574,482 | 259,147 | 0.02% | 0.01% | 14 | +223,686 | 9.52% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,508,022 | 252,457 | 0.28% | 0.26% | 15 | +251,961 | 11.17% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,363,918 | 237,952 | 0.06% | 0.03% | 16 | +1,236,858 | 109.74% | Q1 2026 | May 04, 2026 |
| GM Advisory Group, LLC | History | Reduced | 2,314,674 | 232,995 | 8.97% | 9.81% | 17 | -178,817 | -7.17% | Q1 2026 | Apr 28, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 2,306,054 | 232,127 | 16.83% | 14.16% | 18 | +535,380 | 30.24% | Q1 2026 | Apr 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,242,910 | 225,771 | 3.64% | 3.42% | 19 | +223,483 | 11.07% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,182,769 | 219,717 | 0.38% | 0.38% | 20 | +175,627 | 8.75% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,142,221 | 215,636 | 0.23% | 0.21% | 21 | +234,797 | 12.31% | Q1 2026 | May 13, 2026 |
| Cohalo Advisory LLC | History | Added to | 1,819 | 183,180 | 12.96% | 12.61% | 22 | +124 | 7.32% | Q1 2026 | Apr 30, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,753,514 | 176,508 | 2.74% | 3.15% | 23 | -337,728 | -16.15% | Q1 2026 | Apr 01, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 1,715,434 | 172,675 | 8.4% | 6.21% | 24 | +417,354 | 32.15% | Q1 2026 | May 08, 2026 |
| Hilton Capital Management, LLC | History | New | 1,563,252 | 157,356 | 11.89% | — | 25 | +1,563,252 | New | Q1 2026 | May 14, 2026 |
| Westerkirk Capital Inc. | History | No change | 1,523,760 | 153,381 | 16.51% | 14.9% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,510,486 | 152,045 | 1.14% | 1.2% | 27 | +39,429 | 2.68% | Q1 2026 | May 15, 2026 |
| Hamilton Capital Partners Inc. | History | Reduced | 1,458,149 | 146,777 | 4.93% | 5.85% | 28 | -127,481 | -8.04% | Q1 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,459,670 | 146,594 | 0.3% | 0.29% | 29 | -665,877 | -31.33% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,412,375 | 141,788 | 1.34% | 1.13% | 30 | +359,190 | 34.11% | Q1 2026 | Apr 07, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 1,346,116 | 135,500 | 2.65% | 1.19% | 31 | +759,075 | 129.31% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 1,313,780 | 132,245 | 0.75% | 0.78% | 32 | -42,655 | -3.14% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 1,238,350 | 124,652 | 0.38% | 0.66% | 33 | -549,044 | -30.72% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,228,032 | 123,613 | 1.58% | 1.52% | 34 | +25,665 | 2.13% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Added to | 1,208,994 | 121,697 | 0.77% | 0.3% | 35 | +734,309 | 154.69% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,160,176 | 116,783 | 0.07% | 0.07% | 36 | +24,142 | 2.13% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Reduced | 1,147,807 | 115,538 | 3.52% | 3.84% | 37 | -134,092 | -10.46% | Q1 2026 | Apr 06, 2026 |
| Cynosure Group, LLC | History | Reduced | 1,136,308 | 114,466 | 14.3% | 12.13% | 38 | -51,667 | -4.35% | Q1 2026 | May 13, 2026 |
| Balentine LLC | History | Added to | 1,121,568 | 112,897 | 4.55% | 3.83% | 39 | +114,643 | 11.39% | Q1 2026 | Apr 24, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | New | 1,111,920 | 111,925 | 15.06% | — | 40 | +1,111,920 | New | Q1 2026 | May 15, 2026 |
| Alpha Wealth Funds, LLC | History | Added to | 1,102,060 | 110,933 | 74.36% | 65.23% | 41 | +50,992 | 4.85% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | Added to | 1,068,008 | 107,505 | 10.8% | 9.65% | 42 | +91,953 | 9.42% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,041,963 | 104,863 | 0.13% | 0.15% | 43 | -193,750 | -15.68% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 1,022,493 | 102,924 | 2.21% | 2.17% | 44 | +13,538 | 1.34% | Q1 2026 | May 01, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 1,012,944 | 101,962 | 4.93% | 2.21% | 45 | +588,843 | 138.84% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 992,541 | 99,909 | 0.22% | 0.2% | 46 | +116,781 | 13.33% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 967,416 | 97,380 | 0.53% | 0.37% | 47 | +328,427 | 51.4% | Q1 2026 | May 13, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 927,225 | 93,334 | 6.88% | 4.25% | 48 | +350,828 | 60.87% | Q1 2026 | Apr 15, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 905,656 | 91,163 | 3.17% | 3.16% | 49 | +50,135 | 5.86% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 899,725 | 90,568 | 0.1% | 0.08% | 50 | +161,595 | 21.89% | Q1 2026 | May 05, 2026 |
| Vigilare Wealth Management | History | Added to | 891,364 | 89,724 | 30.32% | 5.46% | 51 | +729,500 | 450.69% | Q1 2026 | Apr 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 890,824 | 89,670 | 0.34% | 0.15% | 52 | +537,852 | 152.38% | Q1 2026 | Apr 30, 2026 |
| Sollinda Capital Management LLC | History | Added to | 865,955 | 87,167 | 21.18% | 15.81% | 53 | +249,510 | 40.48% | Q1 2026 | Apr 30, 2026 |
| JNBA Financial Advisors | History | Added to | 847,272 | 85,286 | 7.1% | 0.01% | 54 | +846,005 | 66772.3% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 832,175 | 83,766 | 4.48% | 3.9% | 55 | +177,345 | 27.08% | Q1 2026 | Apr 16, 2026 |
| PEAVINE CAPITAL, LLC | History | Reduced | 827,981 | 83,344 | 18.68% | 18.79% | 56 | -57,916 | -6.54% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 816,499 | 82,188 | 3.61% | 3.18% | 57 | +144,339 | 21.47% | Q1 2026 | Apr 28, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 808,654 | 81,407 | 24.12% | 24.61% | 58 | +24,310 | 3.1% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 786,390 | 79,158 | 0.34% | 0.4% | 59 | -152,138 | -16.21% | Q1 2026 | May 15, 2026 |
| Maxi Investments CY Ltd | History | Added to | 784,800 | 78,998 | 17.26% | 4.84% | 60 | +519,800 | 196.15% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 782,876 | 78,804 | 0.11% | 0.11% | 61 | -40,969 | -4.97% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 774,491 | 77,960 | 0.2% | 0.09% | 62 | +432,092 | 126.2% | Q1 2026 | May 14, 2026 |
| Avos Capital Management, LLC | History | Added to | 763,913 | 76,895 | 30.39% | 33.05% | 63 | +10,626 | 1.41% | Q1 2026 | May 15, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | New | 757,217 | 76,221 | 18.9% | — | 64 | +757,217 | New | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 729,229 | 73,404 | 0.37% | 0.23% | 65 | +311,827 | 74.71% | Q1 2026 | May 08, 2026 |
| RWWM, Inc. | History | Reduced | 720,778 | 72,553 | 5.3% | 5.28% | 66 | -44,463 | -5.81% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 715,799 | 72,052 | 0.08% | 0.06% | 67 | +250,874 | 53.96% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 712,919 | 71,762 | 0.44% | 0.38% | 68 | +94,405 | 15.26% | Q1 2026 | May 05, 2026 |
| PSP Research LLC | History | No change | 700,000 | 70,462 | 49.86% | 61.41% | 69 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 698,933 | 70,354 | 0.06% | 0.09% | 70 | -350,145 | -33.38% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 694,678 | 69,926 | 0.18% | 0.18% | 71 | +6,194 | 0.9% | Q1 2026 | Apr 30, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 690,898 | 69,545 | 1.13% | 0.96% | 72 | +224,792 | 48.23% | Q1 2026 | Apr 21, 2026 |
| BlackRock, Inc. | History | Reduced | 689,937 | 69,449 | 0.0% | 0.0% | 73 | -77,494 | -10.1% | Q1 2026 | May 13, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 667,515 | 67,192 | 13.4% | 13.45% | 74 | +95,235 | 16.64% | Q1 2026 | May 11, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 666,152 | 67,054 | 15.11% | 9.7% | 75 | +282,128 | 73.47% | Q1 2026 | May 11, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 662,969 | 66,734 | 6.04% | 8.85% | 76 | -307,780 | -31.71% | Q1 2026 | May 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Reduced | 660,471 | 66,483 | 10.38% | 10.72% | 77 | -34,135 | -4.91% | Q1 2026 | Jul 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 656,000 | 66,032 | 0.19% | 0.13% | 78 | +173,893 | 36.07% | Q1 2026 | Aug 12, 2026 |
| Trek Financial, LLC | History | Added to | 651,388 | 65,568 | 3.48% | 1.54% | 79 | +386,702 | 146.1% | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 647,381 | 65,165 | 3.7% | 6.35% | 80 | -510,753 | -44.1% | Q1 2026 | Apr 21, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 647,227 | 65,149 | 4.48% | 3.18% | 81 | +166,941 | 34.76% | Q1 2026 | May 05, 2026 |
| Journey Advisory Group, LLC | History | Added to | 637,029 | 64,123 | 5.47% | 0.73% | 82 | +550,820 | 638.94% | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 636,949 | 64,115 | 4.84% | 5.37% | 83 | -26,589 | -4.01% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 628,778 | 63,292 | 8.39% | 8.07% | 84 | +59,570 | 10.47% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 620,251 | 62,434 | 1.35% | 1.16% | 85 | +100,615 | 19.36% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 615,394 | 61,945 | 0.17% | 0.14% | 86 | +62,351 | 11.27% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 600,219 | 60,418 | 4.69% | 5.36% | 87 | -72,528 | -10.78% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 591,967 | 59,587 | 0.01% | 0.0% | 88 | +385,927 | 187.31% | Q1 2026 | May 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 590,975 | 59,487 | 2.24% | 1.07% | 89 | +303,884 | 105.85% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 585,194 | 58,905 | 0.08% | 0.06% | 90 | +107,379 | 22.47% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 582,145 | 58,598 | 0.92% | 0.98% | 91 | +21,414 | 3.82% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | Reduced | 563,677 | 56,739 | 0.78% | 1.35% | 92 | -373,560 | -39.86% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 563,002 | 56,671 | 0.27% | 0.17% | 93 | +206,925 | 58.11% | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | Added to | 553,461 | 55,711 | 0.04% | 0.04% | 94 | +19,398 | 3.63% | Q1 2026 | May 14, 2026 |
| Nierenberg Investment Management Company, LLC | History | Reduced | 550,597 | 55,423 | 27.51% | 31.22% | 95 | -90,000 | -14.05% | Q1 2026 | May 13, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 546,680 | 55,028 | 33.41% | 24.32% | 96 | +192,867 | 54.51% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 543,750 | 54,733 | 0.62% | 0.66% | 97 | +12,272 | 2.31% | Q1 2026 | Apr 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 542,889 | 54,647 | 1.7% | 1.86% | 98 | -42,839 | -7.31% | Q1 2026 | Apr 27, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 533,554 | 53,707 | 13.29% | 15.6% | 99 | -93,996 | -14.98% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 519,482 | 52,291 | 0.29% | 0.54% | 100 | -445,500 | -46.17% | Q1 2026 | Apr 30, 2026 |
| Smithfield Trust Co | History | Added to | 517,655 | 52,102 | 2.27% | 2.0% | 101 | +67,697 | 15.05% | Q1 2026 | May 08, 2026 |
| Omnia Family Wealth, LLC | History | Added to | 517,354 | 52,076 | 16.41% | 10.85% | 102 | +151,420 | 41.38% | Q1 2026 | May 07, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 516,175 | 51,854 | 6.56% | 0.11% | 103 | +508,168 | 6346.55% | Q1 2026 | Apr 20, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 511,705 | 51,508 | 29.21% | 11.13% | 104 | +276,741 | 117.78% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 502,206 | 50,552 | 0.67% | 0.66% | 105 | +36,700 | 7.88% | Q1 2026 | May 15, 2026 |
| L2 Asset Management, LLC | History | Added to | 496,119 | 49,939 | 4.75% | 3.3% | 106 | +250,235 | 101.77% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Advisors, LLC | History | Added to | 467,180 | 47,026 | 24.0% | 13.41% | 107 | +264,851 | 130.9% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 466,860 | 46,994 | 0.12% | 0.02% | 108 | +363,181 | 350.29% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 460,127 | 46,316 | 0.58% | 0.3% | 109 | +219,472 | 91.2% | Q1 2026 | Apr 28, 2026 |
| Punch Card Management L.P. | History | Reduced | 460,000 | 46,303 | 17.11% | 18.88% | 110 | -106,000 | -18.73% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 458,991 | 46,165 | 0.3% | 0.07% | 111 | +358,947 | 358.79% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 443,120 | 44,604 | 0.71% | 0.93% | 112 | -120,877 | -21.43% | Q1 2026 | Jun 23, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 442,000 | 44,491 | 4.57% | 2.65% | 113 | +181,386 | 69.6% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | New | 440,907 | 44,381 | 0.96% | — | 114 | +440,907 | New | Q1 2026 | May 07, 2026 |
| Proficio Capital Partners LLC | History | New | 440,781 | 44,368 | 2.37% | — | 115 | +440,781 | New | Q1 2026 | May 14, 2026 |
| Dynamic Financial Group | History | Reduced | 435,857 | 43,873 | 35.88% | 37.55% | 116 | -2,618 | -0.6% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 435,741 | 43,861 | 0.08% | 0.07% | 117 | +29,101 | 7.16% | Q1 2026 | May 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 434,573 | 43,744 | 2.31% | 1.02% | 118 | +237,330 | 120.32% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 430,576 | 43,341 | 0.84% | 0.77% | 119 | +41,525 | 10.67% | Q1 2026 | Apr 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 417,450 | 42,020 | 0.33% | 0.47% | 120 | -255,646 | -37.98% | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 415,043 | 41,778 | 7.23% | 2.8% | 121 | +260,878 | 169.22% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 405,710 | 40,838 | 0.74% | 0.62% | 122 | +61,354 | 17.82% | Q1 2026 | Apr 10, 2026 |
| RFG Advisory, LLC | History | Added to | 400,709 | 40,335 | 0.74% | 0.61% | 123 | +76,712 | 23.68% | Q1 2026 | Apr 17, 2026 |
| Arjuna Capital | History | Reduced | 399,697 | 40,233 | 10.23% | 11.69% | 124 | -75,619 | -15.91% | Q1 2026 | May 06, 2026 |
| RIA Advisory Group LLC | History | Added to | 399,143 | 40,177 | 9.55% | 0.25% | 125 | +388,749 | 3740.13% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 398,007 | 40,063 | 0.19% | 0.17% | 126 | +93,345 | 30.64% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 391,339 | 39,392 | 0.21% | 0.19% | 127 | +46,652 | 13.53% | Q1 2026 | May 05, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 389,812 | 39,238 | 1.77% | 1.8% | 128 | +8,608 | 2.26% | Q1 2026 | May 12, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 386,380 | 38,893 | 4.13% | 4.37% | 129 | -32,619 | -7.78% | Q1 2026 | May 13, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 383,541 | 38,607 | 17.49% | 14.01% | 130 | +102,733 | 36.58% | Q1 2026 | Apr 20, 2026 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | History | New | 383,000 | 38,552 | 11.2% | — | 131 | +383,000 | New | Q1 2026 | May 11, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 372,395 | 37,485 | 11.6% | 0.53% | 132 | +356,355 | 2221.66% | Q1 2026 | May 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 370,039 | 37,248 | 6.87% | 3.17% | 133 | +202,666 | 121.09% | Q1 2026 | Apr 15, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 369,041 | 37,147 | 1.55% | 1.1% | 134 | +113,809 | 44.59% | Q1 2026 | May 07, 2026 |
| Cypress Capital, LLC | History | Added to | 368,275 | 37,070 | 10.55% | 2.08% | 135 | +294,231 | 397.37% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 362,476 | 36,486 | 0.45% | 0.47% | 136 | +230 | 0.06% | Q1 2026 | May 08, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 362,033 | 36,442 | 5.79% | 2.83% | 137 | +181,115 | 100.11% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 358,097 | 36,046 | 0.02% | 0.03% | 138 | -80,718 | -18.39% | Q1 2026 | May 12, 2026 |
| Orion Capital Management LLC | History | Reduced | 352,785 | 35,511 | 12.23% | 12.1% | 139 | -5,688 | -1.59% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 351,555 | 35,387 | 0.66% | 0.54% | 140 | +57,275 | 19.46% | Q1 2026 | Apr 16, 2026 |
| Wheelhouse Advisory Group LLC | History | New | 350,428 | 35,274 | 11.69% | — | 141 | +350,428 | New | Q1 2026 | Apr 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 348,522 | 35,082 | 1.02% | 0.92% | 142 | +33,926 | 10.78% | Q1 2026 | Apr 21, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 343,434 | 34,570 | 5.84% | 5.02% | 143 | +48,935 | 16.62% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 337,530 | 33,921 | 0.9% | 1.08% | 144 | +84,273 | 33.28% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 335,841 | 33,805 | 0.81% | 0.55% | 145 | +123,574 | 58.22% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 335,653 | 33,786 | 0.05% | 0.07% | 146 | -94,788 | -22.02% | Q1 2026 | May 15, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Added to | 335,197 | 33,740 | 15.62% | 0.85% | 147 | +317,927 | 1840.92% | Q1 2026 | Apr 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 330,578 | 33,275 | 3.35% | 1.68% | 148 | +164,465 | 99.01% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Reduced | 322,124 | 32,425 | 0.37% | 0.38% | 149 | -10,393 | -3.13% | Q1 2026 | Apr 16, 2026 |
| REBALANCE, LLC | History | Added to | 313,659 | 31,572 | 1.83% | 0.39% | 150 | +246,325 | 365.83% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 313,448 | 31,551 | 0.11% | 0.04% | 151 | +191,141 | 156.28% | Q1 2026 | Jun 02, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 311,936 | 31,399 | 7.95% | — | 152 | +311,936 | New | Q1 2026 | May 04, 2026 |
| Centric Wealth Management | History | Added to | 310,239 | 31,154 | 6.22% | 4.43% | 153 | +101,117 | 48.35% | Q1 2026 | May 12, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 300,466 | 30,244 | 10.84% | 16.82% | 154 | -187,948 | -38.48% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 297,711 | 29,967 | 0.01% | 0.02% | 155 | +3,177 | 1.08% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 289,300 | 29,120 | 0.08% | 0.07% | 156 | +21,900 | 8.19% | Q1 2026 | May 11, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 288,750 | 29,065 | 2.4% | 2.52% | 157 | +3,039 | 1.06% | Q1 2026 | May 05, 2026 |
| Aristotle Capital Management, LLC | History | Added to | 287,383 | 28,932 | 0.06% | 0.06% | 158 | +10,300 | 3.72% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 287,436 | 28,881 | 2.86% | 3.47% | 159 | +25,949 | 9.92% | Q1 2026 | May 12, 2026 |
| Elm Partners Management LLC | History | Reduced | 284,362 | 28,623 | 1.24% | 2.18% | 160 | -194,722 | -40.64% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Reduced | 281,647 | 28,350 | 2.27% | 2.73% | 161 | -49,683 | -15.0% | Q1 2026 | May 05, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 281,061 | 28,291 | 1.49% | 2.79% | 162 | -225,039 | -44.47% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 275,531 | 27,736 | 0.17% | 0.17% | 163 | -773 | -0.28% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 273,696 | 27,550 | 0.64% | 0.37% | 164 | +122,171 | 80.63% | Q1 2026 | May 04, 2026 |
| M. Kulyk & Associates, LLC | History | Reduced | 271,768 | 27,356 | 5.11% | 5.44% | 165 | -11,634 | -4.11% | Q1 2026 | May 06, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 264,210 | 26,595 | 3.88% | 4.53% | 166 | -48,691 | -15.56% | Q1 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 262,378 | 26,410 | 0.32% | 0.07% | 167 | +216,350 | 470.04% | Q1 2026 | Apr 23, 2026 |
| ACR Alpine Capital Research, LLC | History | Added to | 261,367 | 26,309 | 0.39% | 0.25% | 168 | +99,062 | 61.03% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 259,696 | 26,141 | 0.38% | 0.31% | 169 | +55,764 | 27.34% | Q1 2026 | Apr 17, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 256,757 | 25,845 | 2.09% | 2.19% | 170 | -7,871 | -2.97% | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 253,967 | 25,564 | 2.49% | 2.2% | 171 | +8,270 | 3.37% | Q1 2026 | May 01, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | New | 252,558 | 25,422 | 2.88% | — | 173 | +252,558 | New | Q1 2026 | May 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 252,558 | 25,422 | 2.53% | 2.34% | 172 | +1,457 | 0.58% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 248,128 | 24,976 | 0.8% | 0.0% | 174 | +247,698 | 57604.19% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 245,990 | 24,761 | 0.29% | 0.26% | 175 | +37,380 | 17.92% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Added to | 241,467 | 24,306 | 0.04% | 0.0% | 176 | +239,012 | 9735.72% | Q1 2026 | May 06, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 239,175 | 24,075 | 0.28% | 0.4% | 177 | -99,287 | -29.33% | Q1 2026 | May 01, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 239,063 | 24,064 | 10.39% | 10.18% | 178 | -11,588 | -4.62% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 234,767 | 23,631 | 5.92% | 0.27% | 179 | +224,502 | 2187.06% | Q1 2026 | Apr 17, 2026 |
| JDM Financial Group LLC | History | Added to | 283,950 | 23,527 | 9.07% | 8.9% | 180 | +55,491 | 24.29% | Q1 2026 | May 20, 2026 |
| Empowered Funds, LLC | History | Reduced | 230,373 | 23,126 | 0.15% | 0.44% | 181 | -28,271 | -10.93% | Q1 2026 | Jun 15, 2026 |
| Talon Private Wealth, LLC | History | New | 224,963 | 22,644 | 3.01% | — | 182 | +224,963 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 224,768 | 22,625 | 0.12% | 0.14% | 183 | +18,941 | 9.2% | Q1 2026 | May 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 224,155 | 22,563 | 8.25% | 8.03% | 184 | +21,018 | 10.35% | Q1 2026 | Apr 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 219,403 | 22,085 | 3.41% | 3.08% | 185 | +30,154 | 15.93% | Q1 2026 | May 07, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 215,020 | 21,622 | 1.49% | 1.45% | 186 | +17,390 | 8.8% | Q1 2026 | Apr 29, 2026 |
| Occidental Asset Management, LLC | History | New | 211,303 | 21,269 | 2.52% | — | 187 | +211,303 | New | Q1 2026 | Apr 15, 2026 |
| Bramshill Investments, LLC | History | New | 210,000 | 21,138 | 1.82% | — | 188 | +210,000 | New | Q1 2026 | May 15, 2026 |
| Owen LaRue, LLC | History | Reduced | 207,882 | 20,925 | 8.03% | 9.46% | 189 | -39,786 | -16.06% | Q1 2026 | Apr 30, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 204,753 | 20,610 | 5.55% | 1.55% | 190 | +150,053 | 274.32% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Added to | 204,114 | 20,546 | 0.04% | 0.03% | 191 | +51,030 | 33.33% | Q1 2026 | May 14, 2026 |
| Five Oceans Advisors | History | Reduced | 203,959 | 20,530 | 7.43% | 7.59% | 192 | -10,065 | -4.7% | Q1 2026 | Apr 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 201,645 | 20,297 | 0.29% | 0.24% | 193 | +13,952 | 7.43% | Q1 2026 | Apr 30, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 201,228 | 20,255 | 0.63% | 0.7% | 194 | -10,804 | -5.1% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 199,325 | 20,064 | 0.25% | 0.18% | 195 | +51,279 | 34.64% | Q1 2026 | Apr 20, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 199,156 | 20,047 | 3.3% | 3.78% | 196 | -19,411 | -8.88% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 199,089 | 20,040 | 0.4% | 0.4% | 197 | +3,217 | 1.64% | Q1 2026 | May 14, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 198,182 | 19,948 | 2.8% | 2.24% | 198 | +36,718 | 22.74% | Q1 2026 | Apr 13, 2026 |
| BRIGHTON JONES LLC | History | Added to | 197,253 | 19,855 | 0.44% | 0.62% | 199 | +29,149 | 17.34% | Q1 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 197,026 | 19,832 | 0.08% | 0.08% | 200 | +2,520 | 1.3% | Q1 2026 | May 14, 2026 |
| Vantage Financial Partners, LLC | History | No change | 196,923 | 19,767 | 4.01% | 4.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 196,279 | 19,757 | 4.65% | 4.29% | 202 | +13,256 | 7.24% | Q1 2026 | Apr 23, 2026 |
| Leo H. Evart, Inc. | History | New | 195,748 | 19,704 | 16.85% | — | 203 | +195,748 | New | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | Reduced | 195,079 | 19,636 | 1.57% | 2.09% | 204 | -64,048 | -24.72% | Q1 2026 | Apr 01, 2026 |
| Advisors Preferred, LLC | History | Reduced | 193,330 | 19,460 | 2.87% | 3.18% | 205 | -1,430 | -0.73% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 192,146 | 19,341 | 0.26% | 0.21% | 206 | +48,096 | 33.39% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 192,025 | 19,329 | 0.01% | 0.0% | 207 | +96,748 | 101.54% | Q1 2026 | May 13, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 191,318 | 19,258 | 15.2% | 14.1% | 208 | +9,178 | 5.04% | Q1 2026 | May 14, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 186,532 | 18,776 | 1.95% | 2.25% | 209 | -28,137 | -13.11% | Q1 2026 | Apr 20, 2026 |
| Private Wealth Group, LLC | History | Added to | 185,466 | 18,669 | 8.71% | 6.92% | 210 | +41,757 | 29.06% | Q1 2026 | Apr 23, 2026 |
| Kera Capital Partners, Inc. | History | New | 185,096 | 18,631 | 2.29% | — | 211 | +185,096 | New | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 183,012 | 18,421 | 0.16% | 0.07% | 212 | +86,730 | 90.08% | Q1 2026 | May 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 182,763 | 18,397 | 8.83% | 8.64% | 213 | +4,981 | 2.8% | Q1 2026 | Apr 14, 2026 |
| Ridgepath Capital Management LLC | History | Reduced | 181,832 | 18,303 | 9.1% | 29.94% | 214 | -465,761 | -71.92% | Q1 2026 | May 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 180,867 | 18,206 | 2.0% | — | 215 | +180,867 | New | Q1 2026 | Apr 16, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 180,835 | 18,202 | 1.59% | — | 216 | +180,835 | New | Q1 2026 | May 06, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 180,610 | 18,180 | 3.82% | 4.85% | 217 | -61,333 | -25.35% | Q1 2026 | May 12, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 180,371 | 18,156 | 1.36% | 1.7% | 218 | -34,121 | -15.91% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 180,238 | 18,142 | 9.43% | 9.96% | 219 | -9,247 | -4.88% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 180,134 | 18,132 | 1.74% | 1.91% | 220 | -25,022 | -12.2% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 178,195 | 17,937 | 0.05% | 0.07% | 221 | -37,893 | -17.54% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 177,604 | 17,877 | 0.49% | 0.46% | 222 | -12,768 | -6.71% | Q1 2026 | Apr 21, 2026 |
| Encompass More Asset Management | History | Added to | 177,487 | 17,865 | 2.99% | 0.97% | 223 | +125,086 | 238.71% | Q1 2026 | Apr 28, 2026 |
| IFS Advisors, LLC | History | Added to | 177,167 | 17,833 | 9.19% | 9.13% | 224 | +2,029 | 1.16% | Q1 2026 | Apr 06, 2026 |
| Marest Capital, LLC | History | Added to | 176,212 | 17,737 | 10.26% | 6.39% | 225 | +62,397 | 54.82% | Q1 2026 | May 11, 2026 |
| Navigate Wealth Management, LLC | History | New | 174,555 | 17,558 | 12.33% | — | 226 | +174,555 | New | Q1 2026 | Apr 27, 2026 |
| PENNEY FINANCIAL, LLC | History | Reduced | 172,506 | 17,364 | 6.66% | 7.12% | 227 | -11,191 | -6.09% | Q1 2026 | Apr 22, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 171,311 | 17,244 | 1.56% | 1.03% | 228 | +57,425 | 50.42% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 170,784 | 17,191 | 0.19% | 0.06% | 229 | +119,450 | 232.69% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Added to | 169,504 | 17,062 | 0.83% | 0.48% | 230 | +70,455 | 71.13% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 169,424 | 17,054 | 0.07% | 0.09% | 231 | -42,230 | -19.95% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 168,139 | 16,924 | 0.54% | 1.13% | 232 | -483,074 | -74.18% | Q1 2026 | Apr 29, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 165,198 | 16,628 | 12.69% | 12.53% | 233 | -882 | -0.53% | Q1 2026 | May 12, 2026 |
| Zuckerman Investment Group, LLC | History | New | 164,331 | 16,541 | 1.55% | — | 234 | +164,331 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 165,052 | 16,321 | 0.02% | 0.03% | 235 | -57,890 | -25.97% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 161,601 | 16,266 | 0.2% | 0.12% | 236 | +71,818 | 79.99% | Q1 2026 | May 11, 2026 |
| PECAUT & CO. | History | Reduced | 161,243 | 16,230 | 5.27% | 8.11% | 237 | -89,179 | -35.61% | Q1 2026 | May 11, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 157,348 | 15,838 | 8.65% | 7.19% | 238 | +9,575 | 6.48% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 155,505 | 15,653 | 0.0% | 0.0% | 239 | +21,454 | 16.0% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 155,805 | 15,639 | 0.31% | 0.31% | 240 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 152,994 | 15,400 | 0.63% | 0.46% | 241 | +50,735 | 49.61% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 152,984 | 15,399 | 0.63% | 0.66% | 242 | -6,223 | -3.91% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 151,869 | 15,287 | 0.02% | 0.02% | 243 | +34,826 | 29.75% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 136,429 | 15,192 | 0.08% | 0.04% | 244 | +62,196 | 83.78% | Q1 2026 | May 15, 2026 |
| Red Wave Investments LLC | History | Reduced | 150,363 | 15,135 | 4.52% | 4.78% | 245 | -9,678 | -6.05% | Q1 2026 | May 08, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 150,158 | 15,115 | 0.01% | — | 246 | +150,158 | New | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 149,808 | 15,079 | 0.3% | 0.27% | 247 | +14,035 | 10.34% | Q1 2026 | Apr 17, 2026 |
| Apriem Advisors | History | New | 147,853 | 14,882 | 1.42% | — | 248 | +147,853 | New | Q1 2026 | May 14, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 146,933 | 14,790 | 3.25% | 3.87% | 249 | -24,278 | -14.18% | Q1 2026 | Apr 14, 2026 |
| Crown Wealth Group, LLC | History | Added to | 146,465 | 14,743 | 4.33% | 3.05% | 250 | +37,677 | 34.63% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 146,450 | 14,741 | 0.0% | 0.0% | 251 | +134,150 | 1090.65% | Q1 2026 | May 15, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 146,217 | 14,718 | 5.96% | 5.68% | 252 | +698 | 0.48% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 145,669 | 14,663 | 8.09% | 3.28% | 253 | +94,260 | 183.35% | Q1 2026 | May 11, 2026 |
| RMR Capital Management, LLC | History | Reduced | 145,421 | 14,638 | 10.57% | 10.93% | 254 | -5,858 | -3.87% | Q1 2026 | May 20, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 145,120 | 14,607 | 25.55% | — | 255 | +145,120 | New | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 144,635 | 14,558 | 0.02% | 0.05% | 256 | -81,735 | -36.11% | Q1 2026 | May 15, 2026 |
| GTS FINANCIAL, LLC | History | New | 143,897 | 14,486 | 11.47% | — | 257 | +143,897 | New | Q1 2026 | May 19, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Reduced | 143,784 | 14,473 | 8.77% | 8.89% | 258 | -1,070 | -0.74% | Q1 2026 | Apr 27, 2026 |
| DORVAL Corp | History | New | 143,403 | 14,434 | 4.48% | — | 259 | +143,403 | New | Q1 2026 | Apr 22, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 142,975 | 14,391 | 2.97% | 1.83% | 260 | +57,790 | 67.84% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 141,900 | 14,283 | 0.3% | 0.12% | 261 | +86,659 | 156.87% | Q1 2026 | Apr 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 139,132 | 14,006 | 7.25% | 5.53% | 262 | +54,678 | 64.74% | Q1 2026 | May 18, 2026 |
| Hilltop Holdings Inc. | History | Added to | 138,863 | 13,977 | 1.26% | 0.79% | 263 | +6,259 | 4.72% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 137,776 | 13,787 | 0.15% | 0.08% | 264 | +72,221 | 110.17% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 136,357 | 13,725 | 0.85% | 0.97% | 265 | -17,504 | -11.38% | Q1 2026 | May 05, 2026 |
| Nest Investments, LLC | History | Reduced | 136,183 | 13,708 | 11.14% | 12.07% | 266 | -7,530 | -5.24% | Q1 2026 | Aug 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 134,184 | 13,507 | 0.6% | 0.1% | 267 | +112,871 | 529.59% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 132,415 | 13,328 | 0.49% | 0.57% | 268 | -21,319 | -13.87% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 132,042 | 13,291 | 0.0% | 0.0% | 269 | +47,703 | 56.56% | Q1 2026 | May 15, 2026 |
| Sandhill Capital Partners LLC | History | Reduced | 130,697 | 13,155 | 1.13% | 1.68% | 270 | -103,921 | -44.29% | Q1 2026 | May 14, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 129,266 | 13,011 | 3.04% | 1.6% | 271 | +63,917 | 97.81% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 127,165 | 12,800 | 0.29% | 0.36% | 272 | -35,671 | -21.91% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 126,951 | 12,778 | 1.58% | 2.31% | 273 | -52,678 | -29.33% | Q1 2026 | Apr 23, 2026 |
| COURIER CAPITAL LLC | History | Added to | 126,495 | 12,732 | 0.71% | 0.6% | 274 | +20,224 | 19.03% | Q1 2026 | Apr 23, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 126,096 | 12,692 | 5.04% | 4.76% | 275 | +3,704 | 3.03% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 125,276 | 12,610 | 0.13% | 0.01% | 276 | +117,645 | 1541.67% | Q1 2026 | May 12, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Added to | 124,858 | 12,568 | 3.08% | 2.43% | 277 | +26,425 | 26.85% | Q1 2026 | Apr 16, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 124,244 | 12,506 | 7.16% | 2.4% | 278 | +87,664 | 239.65% | Q1 2026 | May 11, 2026 |
| O'Domhnaill Enterprises, Inc. | History | New | 124,031 | 12,484 | 10.06% | — | 279 | +124,031 | New | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | Added to | 123,681 | 12,449 | 0.44% | 0.07% | 280 | +104,476 | 544.0% | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | Reduced | 122,957 | 12,377 | 0.9% | 1.36% | 281 | -65,950 | -34.91% | Q1 2026 | May 14, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 122,928 | 12,373 | 3.6% | 0.11% | 282 | +119,296 | 3284.58% | Q1 2026 | May 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 122,479 | 12,328 | 6.1% | 6.74% | 283 | -8,005 | -6.13% | Q1 2026 | Apr 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 121,919 | 12,272 | 0.14% | 0.14% | 284 | -634 | -0.52% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 121,864 | 12,267 | 0.58% | 0.51% | 285 | +11,801 | 10.72% | Q1 2026 | May 18, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 121,809 | 12,261 | 3.87% | 3.57% | 286 | +18,781 | 18.23% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 121,331 | 12,213 | 28.54% | — | 287 | +121,331 | New | Q1 2026 | May 07, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 120,886 | 12,168 | 7.04% | 7.23% | 288 | -148 | -0.12% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 120,875 | 12,151 | 0.73% | 0.2% | 289 | +91,133 | 306.41% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 120,874 | 12,134 | 0.84% | 0.78% | 290 | +7,457 | 6.57% | Q1 2026 | May 01, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 118,941 | 11,948 | 0.67% | 0.46% | 291 | +40,953 | 52.51% | Q1 2026 | Apr 17, 2026 |
| HRT FINANCIAL LP | History | New | 118,216 | 11,899 | 0.03% | — | 292 | +118,216 | New | Q1 2026 | May 14, 2026 |
| Portland Global Advisors LLC | History | Added to | 118,047 | 11,882 | 1.27% | 0.91% | 293 | +33,650 | 39.87% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 117,777 | 11,855 | 0.56% | 0.33% | 294 | +49,584 | 72.71% | Q1 2026 | Apr 28, 2026 |
| J2 Capital Management Inc | History | Added to | 117,291 | 11,806 | 8.09% | 5.33% | 295 | +44,523 | 61.18% | Q1 2026 | Apr 21, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 117,227 | 11,800 | 5.3% | 2.76% | 296 | +65,072 | 124.77% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 116,612 | 11,738 | 0.09% | 0.08% | 297 | +24,827 | 27.05% | Q1 2026 | Apr 07, 2026 |
| Code Waechter LLC | History | Added to | 115,749 | 11,651 | 6.92% | 7.1% | 298 | +5,559 | 5.04% | Q1 2026 | Apr 15, 2026 |
| Bull Oak Capital, LLC | History | Added to | 115,007 | 11,576 | 4.45% | 3.87% | 299 | +20,570 | 21.78% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 114,644 | 11,540 | 0.64% | 0.29% | 300 | +62,702 | 120.72% | Q1 2026 | Apr 30, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 114,652 | 11,540 | 1.94% | 1.72% | 301 | +14,864 | 14.9% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 112,321 | 11,306 | 0.0% | 0.0% | 302 | -68,479 | -37.88% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 111,938 | 11,267 | 0.3% | 0.06% | 303 | +94,194 | 530.85% | Q1 2026 | May 11, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 111,428 | 11,216 | 1.33% | 1.26% | 304 | +6,795 | 6.49% | Q1 2026 | Apr 17, 2026 |
| Revere Asset Management, Inc | History | New | 111,176 | 11,190 | 5.73% | — | 305 | +111,176 | New | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 109,848 | 11,057 | 0.05% | 0.03% | 306 | +1,753 | 1.62% | Q1 2026 | May 14, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 108,848 | 10,956 | 2.89% | 2.96% | 307 | +2,541 | 2.39% | Q1 2026 | Apr 21, 2026 |
| WINNOW WEALTH LLC | History | Added to | 108,631 | 10,934 | 8.44% | 7.99% | 308 | +1,605 | 1.5% | Q1 2026 | May 19, 2026 |
| Kassira Wealth Management LLC | History | New | 108,362 | 10,907 | 10.02% | — | 309 | +108,362 | New | Q1 2026 | Apr 30, 2026 |
| Koa Wealth Management, LLC | History | Added to | 108,255 | 10,896 | 7.88% | 5.36% | 310 | +30,457 | 39.15% | Q1 2026 | Apr 29, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 107,858 | 10,857 | 1.58% | 1.91% | 311 | -18,592 | -14.7% | Q1 2026 | Apr 21, 2026 |
| Tidal Investments LLC | History | Added to | 107,848 | 10,826 | 0.02% | 0.01% | 312 | +77,634 | 256.95% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 106,947 | 10,765 | 0.17% | 0.01% | 313 | +103,374 | 2893.2% | Q1 2026 | Apr 22, 2026 |
| Waterfront Wealth Inc. | History | Added to | 106,121 | 10,682 | 1.96% | 0.74% | 314 | +67,393 | 174.02% | Q1 2026 | Apr 30, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 105,808 | 10,650 | 0.15% | 0.09% | 315 | +37,441 | 54.76% | Q1 2026 | May 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 105,789 | 10,648 | 0.17% | 0.2% | 316 | +1,084 | 1.04% | Q1 2026 | May 18, 2026 |
| Farnam Financial LLC | History | Reduced | 105,620 | 10,631 | 8.75% | 10.4% | 317 | -32,108 | -23.31% | Q1 2026 | Apr 27, 2026 |
| Anson Capital, Inc. | History | Added to | 104,220 | 10,490 | 7.18% | 7.04% | 318 | +7,886 | 8.19% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 103,850 | 10,453 | 0.03% | 0.0% | 319 | +102,470 | 7425.36% | Q1 2026 | May 08, 2026 |
| MidFirst Bank | History | Added to | 103,705 | 10,438 | 0.86% | 0.73% | 320 | +12,678 | 13.93% | Q1 2026 | May 15, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Reduced | 103,477 | 10,415 | 2.95% | 4.27% | 321 | -47,195 | -31.32% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | Reduced | 102,804 | 10,348 | 0.48% | 0.57% | 322 | -23,367 | -18.52% | Q1 2026 | May 05, 2026 |
| FIRST MERCHANTS CORP | History | New | 102,484 | 10,316 | 0.39% | — | 323 | +102,484 | New | Q1 2026 | Apr 16, 2026 |
| Stonekeep Investments, LLC | History | No change | 101,913 | 10,258 | 6.65% | 6.54% | 324 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | Added to | 101,468 | 10,213 | 0.13% | 0.04% | 325 | +72,219 | 246.91% | Q1 2026 | May 15, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | Added to | 100,700 | 10,136 | 3.46% | 3.28% | 326 | +9,790 | 10.77% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 99,824 | 10,048 | 0.02% | 0.02% | 327 | +2,567 | 2.64% | Q1 2026 | May 01, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 99,566 | 10,022 | 0.2% | 0.23% | 328 | -27,367 | -21.56% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | No change | 99,500 | 10,016 | 0.04% | 0.04% | 329 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 97,715 | 9,835 | 1.32% | 0.69% | 330 | +47,431 | 94.33% | Q1 2026 | Apr 08, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 97,346 | 9,798 | 1.69% | 2.34% | 331 | -39,576 | -28.9% | Q1 2026 | Apr 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 97,063 | 9,770 | 2.04% | 1.86% | 332 | +13,671 | 16.39% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 97,024 | 9,766 | 0.1% | 0.1% | 333 | -1,236 | -1.26% | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 96,589 | 9,695 | 0.4% | 0.4% | 334 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 95,952 | 9,658 | 0.44% | 0.3% | 335 | +28,305 | 41.84% | Q1 2026 | May 06, 2026 |
| Gagnon Advisors, LLC | History | New | 95,621 | 9,625 | 7.08% | — | 336 | +95,621 | New | Q1 2026 | Apr 21, 2026 |
| Private Advisory Group LLC | History | Reduced | 95,419 | 9,604 | 0.63% | 1.46% | 337 | -90,700 | -48.73% | Q1 2026 | May 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 95,205 | 9,583 | 0.39% | 0.27% | 338 | +23,628 | 33.01% | Q1 2026 | May 04, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 94,763 | 9,538 | 3.55% | 3.66% | 339 | -3,254 | -3.32% | Q1 2026 | May 18, 2026 |
| VestGen Investment Management | History | Added to | 94,420 | 9,504 | 5.24% | 3.63% | 340 | +29,255 | 44.89% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 94,222 | 9,485 | 0.17% | 0.33% | 341 | +23,276 | 32.81% | Q1 2026 | May 01, 2026 |
| GAGNON SECURITIES LLC | History | New | 92,702 | 9,331 | 2.15% | — | 342 | +92,702 | New | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Added to | 92,552 | 9,316 | 0.26% | 0.16% | 343 | +39,461 | 74.33% | Q1 2026 | May 13, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 92,174 | 9,278 | 5.71% | 4.33% | 344 | +18,254 | 24.69% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 91,641 | 9,224 | 0.57% | 1.31% | 345 | -177,900 | -66.0% | Q1 2026 | Apr 28, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 90,770 | 9,136 | 4.7% | — | 346 | +90,770 | New | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 90,705 | 9,130 | 0.1% | 0.08% | 347 | +19,523 | 27.43% | Q1 2026 | May 05, 2026 |
| Aries Wealth Management | History | Added to | 90,700 | 9,129 | 2.01% | 1.48% | 348 | +24,250 | 36.49% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 90,651 | 9,124 | 0.43% | 0.27% | 349 | +33,704 | 59.18% | Q1 2026 | Apr 27, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 90,495 | 9,109 | 0.78% | 0.69% | 350 | +10,564 | 13.22% | Q1 2026 | Apr 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 90,360 | 9,095 | 0.25% | 0.26% | 351 | -9,302 | -9.33% | Q1 2026 | Apr 28, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 89,943 | 9,032 | 1.96% | 1.9% | 352 | +2,292 | 2.61% | Q1 2026 | Apr 08, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 89,693 | 9,028 | 2.82% | 2.65% | 353 | +6,518 | 7.84% | Q1 2026 | Apr 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 87,932 | 8,851 | 0.41% | 0.43% | 354 | +3,972 | 4.73% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 87,309 | 8,788 | 0.08% | 0.11% | 355 | +4,074 | 4.89% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | Added to | 86,908 | 8,748 | 0.66% | 0.54% | 356 | +53,852 | 162.91% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 86,730 | 8,730 | 0.64% | 0.27% | 357 | +49,195 | 131.06% | Q1 2026 | May 05, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 86,538 | 8,710 | 10.72% | 9.7% | 358 | +6,530 | 8.16% | Q1 2026 | May 15, 2026 |
| RD Finance Ltd | History | Reduced | 86,000 | 8,657 | 9.82% | 12.28% | 359 | -35,000 | -28.93% | Q1 2026 | May 14, 2026 |
| Integris Wealth Management, LLC | History | Added to | 85,152 | 8,571 | 1.97% | 1.17% | 360 | +34,106 | 66.81% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 85,027 | 8,558 | 0.01% | 0.01% | 361 | -5,859 | -6.45% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 84,625 | 8,518 | 0.17% | 0.15% | 362 | +2,226 | 2.7% | Q1 2026 | May 01, 2026 |
| MRWM Advisors, LLC | History | Added to | 84,246 | 8,480 | 4.6% | 0.44% | 363 | +76,090 | 932.93% | Q1 2026 | Apr 20, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 83,780 | 8,433 | 3.6% | 3.61% | 364 | +832 | 1.0% | Q1 2026 | May 06, 2026 |
| WESPAC Advisors, LLC | History | New | 83,582 | 8,413 | 4.61% | — | 365 | +83,582 | New | Q1 2026 | Apr 28, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 83,031 | 8,357 | 1.51% | 1.51% | 366 | +441 | 0.53% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 82,433 | 8,297 | 3.37% | 3.76% | 367 | -12,899 | -13.53% | Q1 2026 | Apr 24, 2026 |
| Trajan Wealth LLC | History | Reduced | 81,941 | 8,248 | 0.33% | 0.38% | 368 | -9,565 | -10.45% | Q1 2026 | May 13, 2026 |
| Congress Park Capital LLC | History | Added to | 81,809 | 8,234 | 2.53% | 1.89% | 369 | +18,906 | 30.06% | Q1 2026 | Apr 14, 2026 |
| VanWeelden Wealth Management, LLC | History | Reduced | 81,603 | 8,214 | 6.55% | 6.72% | 370 | -3,587 | -4.21% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 80,462 | 8,099 | 0.62% | 0.67% | 371 | -1,895 | -2.3% | Q1 2026 | Apr 22, 2026 |
| Farrow Financial, Inc. | History | Reduced | 80,366 | 8,089 | 4.59% | 5.09% | 372 | -7,944 | -9.0% | Q1 2026 | May 01, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 79,897 | 8,042 | 2.05% | 2.25% | 373 | +1,396 | 1.78% | Q1 2026 | Apr 16, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 79,502 | 8,002 | 1.53% | 1.6% | 374 | -3,834 | -4.6% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 77,440 | 7,795 | 0.3% | 0.27% | 375 | +4,376 | 5.99% | Q1 2026 | May 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 77,428 | 7,793 | 0.08% | 0.07% | 376 | +4,340 | 5.94% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 76,802 | 7,730 | 0.26% | 0.18% | 377 | +698 | 0.92% | Q1 2026 | Apr 23, 2026 |
| Madson Wealth Advisors Inc | History | New | 76,311 | 7,681 | 6.39% | — | 378 | +76,311 | New | Q1 2026 | Apr 21, 2026 |
| Emprise Bank | History | Reduced | 76,277 | 7,678 | 3.08% | 3.29% | 379 | -2,586 | -3.28% | Q1 2026 | Apr 20, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 74,430 | 7,492 | 1.42% | 1.13% | 380 | +14,987 | 25.21% | Q1 2026 | Apr 09, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 71,974 | 7,244 | 2.3% | 0.87% | 381 | +48,397 | 205.27% | Q1 2026 | Apr 24, 2026 |
| Integrated Advisors Network LLC | History | Added to | 71,258 | 7,172 | 0.38% | 0.25% | 382 | +14,425 | 25.38% | Q1 2026 | Apr 28, 2026 |
| TT Capital Management LLC | History | Reduced | 70,522 | 7,098 | 5.85% | 6.96% | 383 | -16,492 | -18.95% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 70,342 | 7,080 | 0.01% | 0.0% | 384 | +69,843 | 13996.59% | Q1 2026 | May 01, 2026 |
| Bulwark Capital Corp | History | Added to | 69,975 | 7,043 | 4.34% | 1.51% | 385 | +48,763 | 229.88% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 69,813 | 7,027 | 0.06% | 0.05% | 386 | +24,343 | 53.54% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 69,634 | 7,009 | 0.19% | 0.17% | 387 | +6,814 | 10.85% | Q1 2026 | May 04, 2026 |
| Invariant Investment Management | History | Reduced | 69,477 | 6,979 | 4.3% | 4.95% | 388 | -7,465 | -9.7% | Q1 2026 | Apr 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 69,321 | 6,977 | 0.16% | 0.39% | 389 | -11,950 | -14.7% | Q1 2026 | Apr 27, 2026 |
| Strategic Advisors LLC | History | Reduced | 69,073 | 6,952 | 1.15% | 1.1% | 390 | -1,160 | -1.65% | Q1 2026 | May 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 68,804 | 6,925 | 0.78% | 0.79% | 391 | -1,669 | -2.37% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 68,532 | 6,898 | 0.08% | 0.11% | 392 | -12,209 | -15.12% | Q1 2026 | May 15, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 68,181 | 6,863 | 2.47% | 2.6% | 393 | -6,666 | -8.91% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 67,824 | 6,827 | 0.04% | 0.07% | 394 | -134,394 | -66.46% | Q1 2026 | Apr 29, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 67,714 | 6,816 | 3.51% | 1.47% | 395 | +39,325 | 138.52% | Q1 2026 | May 13, 2026 |
| Seal Cove Capital, LLC | History | Added to | 67,584 | 6,803 | 5.96% | 6.02% | 396 | +3,283 | 5.11% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 67,543 | 6,798 | 0.48% | 0.09% | 397 | +55,302 | 451.78% | Q1 2026 | May 12, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 67,493 | 6,793 | 3.19% | 3.01% | 398 | -2,999 | -4.25% | Q1 2026 | Apr 14, 2026 |
| Watchman Group, Inc. | History | Added to | 66,836 | 6,727 | 1.63% | 1.03% | 399 | +23,856 | 55.5% | Q1 2026 | Apr 20, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 66,639 | 6,707 | 3.64% | 3.44% | 400 | +5,815 | 9.56% | Q1 2026 | Apr 27, 2026 |
| Virtue Capital Management, LLC | History | Added to | 65,815 | 6,624 | 1.01% | 0.04% | 401 | +63,264 | 2479.97% | Q1 2026 | May 07, 2026 |
| Fortis Capital Management LLC | History | New | 65,590 | 6,602 | 0.68% | — | 402 | +65,590 | New | Q1 2026 | May 11, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 65,440 | 6,587 | 4.24% | 2.27% | 403 | +33,647 | 105.83% | Q1 2026 | Apr 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 65,246 | 6,567 | 0.22% | 0.21% | 404 | +3,369 | 5.44% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 64,665 | 6,509 | 0.0% | 0.0% | 405 | +38,496 | 147.11% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 64,477 | 6,490 | 0.4% | 0.36% | 406 | +5,710 | 9.72% | Q1 2026 | May 04, 2026 |
| Faithward Advisors, LLC | History | Added to | 63,835 | 6,425 | 0.92% | 0.82% | 407 | +7,895 | 14.11% | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | Added to | 63,602 | 6,402 | 0.2% | 0.16% | 408 | +7,564 | 13.5% | Q1 2026 | May 14, 2026 |
| NDVR, Inc. | History | No change | 63,694 | 6,393 | 5.3% | 5.3% | 409 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 62,806 | 6,322 | 0.15% | 0.15% | 410 | -259 | -0.41% | Q1 2026 | Apr 30, 2026 |
| Ridgewood Investments LLC | History | New | 62,767 | 6,318 | 2.58% | — | 411 | +62,767 | New | Q1 2026 | Apr 03, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 62,728 | 6,314 | 6.11% | 5.59% | 412 | -4,847 | -7.17% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 62,499 | 6,291 | 0.01% | 0.03% | 413 | -150,303 | -70.63% | Q1 2026 | May 15, 2026 |
| ADE, LLC | History | Added to | 61,860 | 6,226 | 2.98% | 2.67% | 414 | +6,878 | 12.51% | Q1 2026 | May 14, 2026 |
| Friedenthal Financial | History | New | 61,740 | 6,214 | 3.12% | — | 415 | +61,740 | New | Q1 2026 | Apr 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 61,545 | 6,195 | 0.68% | 0.66% | 416 | +618 | 1.01% | Q1 2026 | Apr 23, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 61,257 | 6,166 | 5.07% | 5.2% | 417 | -2,149 | -3.39% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 61,100 | 6,150 | 0.24% | 0.3% | 418 | +33,983 | 125.32% | Q1 2026 | May 15, 2026 |
| Guardian Partners Inc. | History | New | 61,026 | 6,142 | 0.51% | — | 420 | +61,026 | New | Q1 2026 | May 15, 2026 |
| Night Owl Capital Management, LLC | History | Added to | 61,026 | 6,142 | 0.72% | 0.64% | 419 | +2,902 | 4.99% | Q1 2026 | May 15, 2026 |
| Hayek Kallen Investment Management | History | New | 60,765 | 6,117 | 1.99% | — | 421 | +60,765 | New | Q1 2026 | May 15, 2026 |
| PW Nova Financial Services LLC | History | New | 60,386 | 6,078 | 1.52% | — | 422 | +60,386 | New | Q1 2026 | Apr 15, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 60,111 | 6,050 | 0.74% | 0.91% | 423 | -12,077 | -16.73% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Added to | 59,372 | 5,976 | 0.09% | 0.06% | 424 | +16,464 | 38.37% | Q1 2026 | Apr 13, 2026 |
| Sensenig Capital Advisors, Inc | History | Added to | 59,009 | 5,939 | 6.09% | 4.53% | 425 | +14,559 | 32.75% | Q1 2026 | Apr 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 58,705 | 5,909 | 0.02% | — | 426 | +58,705 | New | Q1 2026 | May 15, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 58,643 | 5,902 | 1.21% | 1.18% | 427 | +31 | 0.05% | Q1 2026 | May 05, 2026 |
| Baring Financial LLC | History | Added to | 57,404 | 5,778 | 3.53% | 3.31% | 428 | +3,179 | 5.86% | Q1 2026 | Apr 06, 2026 |
| Sonoma Allocations LLC | History | Added to | 57,494 | 5,774 | 1.99% | 1.84% | 429 | +2,279 | 4.13% | Q1 2026 | May 19, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 57,154 | 5,753 | 0.39% | 0.29% | 430 | +20,987 | 58.03% | Q1 2026 | Apr 17, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 56,716 | 5,709 | 2.1% | 3.21% | 431 | -29,754 | -34.41% | Q1 2026 | May 08, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 56,624 | 5,698 | 0.95% | 0.79% | 432 | +13,221 | 30.46% | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 55,840 | 5,620 | 0.21% | 0.33% | 433 | -34,660 | -38.3% | Q1 2026 | May 11, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Reduced | 55,301 | 5,566 | 3.08% | 3.71% | 434 | -7,460 | -11.89% | Q1 2026 | Apr 23, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 55,017 | 5,538 | 3.78% | 3.86% | 435 | +552 | 1.01% | Q1 2026 | May 08, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 54,692 | 5,505 | 0.91% | 0.79% | 436 | +7,974 | 17.07% | Q1 2026 | May 08, 2026 |
| Curi Capital, LLC | History | Reduced | 54,360 | 5,471 | 0.1% | 0.1% | 437 | -2,653 | -4.65% | Q1 2026 | May 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 54,348 | 5,470 | 0.58% | 0.5% | 438 | +27,605 | 103.22% | Q1 2026 | Apr 17, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 54,060 | 5,441 | 0.14% | 0.17% | 439 | -10,461 | -16.21% | Q1 2026 | May 13, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 53,782 | 5,413 | 0.67% | 0.57% | 440 | +8,969 | 20.01% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Added to | 52,869 | 5,321 | 0.29% | 0.23% | 441 | +970 | 1.87% | Q1 2026 | May 14, 2026 |
| SVB WEALTH LLC | History | Reduced | 52,659 | 5,300 | 0.35% | 0.32% | 442 | -1,918 | -3.51% | Q1 2026 | Apr 17, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 51,641 | 5,198 | 4.66% | 5.52% | 443 | -8,188 | -13.69% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 50,751 | 5,108 | 0.08% | 0.08% | 444 | +377 | 0.75% | Q1 2026 | Apr 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 50,221 | 5,055 | 0.01% | 0.01% | 445 | +8,105 | 19.24% | Q1 2026 | May 14, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 50,000 | 5,033 | 2.05% | 1.92% | 446 | +10,000 | 25.0% | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 49,800 | 5,012 | 0.38% | — | 447 | +49,800 | New | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 49,800 | 5,012 | 0.47% | — | 448 | +49,800 | New | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 49,283 | 4,960 | 0.04% | 0.02% | 449 | +26,355 | 114.95% | Q1 2026 | May 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 49,179 | 4,950 | 1.09% | 1.1% | 450 | +1,342 | 2.81% | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 49,250 | 4,944 | 0.79% | 0.51% | 451 | +20,032 | 68.56% | Q1 2026 | Apr 14, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | New | 49,194 | 4,939 | 2.06% | — | 452 | +49,194 | New | Q1 2026 | May 04, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 48,917 | 4,924 | 0.17% | 0.23% | 453 | -14,572 | -22.95% | Q1 2026 | Apr 20, 2026 |
| Marion Wealth Management | History | Added to | 48,635 | 4,895 | 1.08% | 1.01% | 454 | +3,377 | 7.46% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Added to | 48,598 | 4,884 | 0.14% | 0.06% | 455 | +27,492 | 130.26% | Q1 2026 | Apr 14, 2026 |
| Clayton Partners LLC | History | Added to | 48,292 | 4,861 | 3.53% | 3.49% | 456 | +177 | 0.37% | Q1 2026 | May 15, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 47,570 | 4,788 | 3.63% | 3.17% | 457 | +9,735 | 25.73% | Q1 2026 | Apr 27, 2026 |
| Vienna Asset Management LLC | History | Reduced | 47,473 | 4,778 | 3.71% | 4.05% | 458 | -23,552 | -33.16% | Q1 2026 | May 12, 2026 |
| Plan Group Financial, LLC | History | New | 47,331 | 4,764 | 1.12% | — | 459 | +47,331 | New | Q1 2026 | Apr 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 46,771 | 4,708 | 0.09% | 0.06% | 460 | +15,220 | 48.24% | Q1 2026 | May 11, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 46,636 | 4,694 | 2.05% | 0.37% | 461 | +38,214 | 453.74% | Q1 2026 | May 04, 2026 |
| Cove Private Wealth, LLC | History | Added to | 46,600 | 4,690 | 1.06% | 1.33% | 462 | +2,000 | 4.48% | Q1 2026 | May 13, 2026 |
| COWA, LLC | History | Reduced | 46,293 | 4,659 | 1.26% | 1.53% | 463 | -3,810 | -7.6% | Q1 2026 | May 14, 2026 |
| Slow Capital, Inc. | History | Reduced | 46,255 | 4,656 | 0.6% | 1.02% | 464 | -38,689 | -45.55% | Q1 2026 | Apr 24, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 46,188 | 4,649 | 1.73% | 1.19% | 465 | +13,417 | 40.94% | Q1 2026 | Apr 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 46,131 | 4,643 | 0.51% | 0.57% | 466 | -4,076 | -8.12% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 45,777 | 4,607 | 0.15% | 0.13% | 467 | +10,385 | 29.34% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 45,238 | 4,553 | 0.11% | 0.12% | 468 | -1,706 | -3.63% | Q1 2026 | Apr 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 45,086 | 4,538 | 0.3% | 0.37% | 469 | -8,810 | -16.35% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 44,930 | 4,522 | 0.26% | 0.24% | 470 | +5,048 | 12.66% | Q1 2026 | Apr 29, 2026 |
| Planned Solutions, Inc. | History | Added to | 44,538 | 4,483 | 1.47% | 0.94% | 471 | +15,470 | 53.22% | Q1 2026 | Apr 09, 2026 |
| Enhancing Capital LLC | History | No change | 44,476 | 4,476 | 3.32% | 3.19% | 472 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 44,085 | 4,438 | 1.14% | 1.21% | 473 | -7,494 | -14.53% | Q1 2026 | Apr 28, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 43,953 | 4,424 | 2.01% | 1.87% | 474 | +2,336 | 5.61% | Q1 2026 | May 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 43,934 | 4,422 | 1.8% | 1.21% | 475 | +15,539 | 54.72% | Q1 2026 | May 05, 2026 |
| HEADINVEST, LLC | History | Added to | 43,883 | 4,417 | 0.91% | 0.87% | 476 | +114 | 0.26% | Q1 2026 | May 15, 2026 |
| Chatterton & Associates Inc. | History | Added to | 43,966 | 4,416 | 3.09% | 3.38% | 477 | +4,670 | 11.88% | Q1 2026 | Apr 20, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 43,865 | 4,415 | 3.53% | 3.45% | 478 | +1,147 | 2.69% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 43,817 | 4,410 | 0.07% | 0.04% | 479 | +17,694 | 67.73% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 43,753 | 4,404 | 0.15% | 0.15% | 480 | +468 | 1.08% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 43,394 | 4,355 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CPR Investments Inc. | History | Added to | 42,718 | 4,299 | 2.87% | 0.74% | 482 | +31,720 | 288.42% | Q1 2026 | Apr 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 42,523 | 4,280 | 0.8% | 1.01% | 483 | -10,775 | -20.22% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Partners LLC | History | Reduced | 42,350 | 4,262 | 1.98% | 2.16% | 484 | -5,451 | -11.4% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 42,214 | 4,249 | 0.16% | 0.16% | 485 | -2,588 | -5.78% | Q1 2026 | Apr 28, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 42,094 | 4,237 | 0.42% | 0.33% | 486 | +9,133 | 27.71% | Q1 2026 | Apr 30, 2026 |
| Eddie Patel Inc | History | Added to | 41,876 | 4,215 | 3.24% | 2.14% | 487 | +13,326 | 46.68% | Q1 2026 | May 11, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 41,748 | 4,202 | 0.71% | 0.97% | 488 | -11,195 | -21.15% | Q1 2026 | May 01, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 41,601 | 4,187 | 0.31% | 0.43% | 489 | -15,816 | -27.55% | Q1 2026 | Apr 16, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 41,225 | 4,149 | 1.65% | 1.71% | 490 | -1,001 | -2.37% | Q1 2026 | Apr 29, 2026 |
| Americana Partners, LLC | History | Reduced | 40,831 | 4,109 | 0.11% | 0.13% | 491 | -5,244 | -11.38% | Q1 2026 | May 12, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 40,812 | 4,108 | 1.01% | 0.52% | 492 | +35,191 | 626.06% | Q1 2026 | May 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 40,737 | 4,100 | 0.16% | 0.13% | 493 | +1,332 | 3.38% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Reduced | 40,683 | 4,095 | 2.04% | 2.12% | 494 | -3,402 | -7.72% | Q1 2026 | Apr 22, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 40,313 | 4,046 | 2.48% | 2.48% | 495 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 39,936 | 4,020 | 2.12% | 1.95% | 496 | +1,606 | 4.19% | Q1 2026 | Apr 28, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 39,863 | 4,012 | 0.26% | 0.24% | 497 | +2,674 | 7.19% | Q1 2026 | Apr 17, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Reduced | 39,346 | 3,960 | 4.04% | 4.24% | 498 | -2,459 | -5.88% | Q1 2026 | Apr 10, 2026 |
| BARCLAYS PLC | History | New | 39,300 | 3,955 | 0.0% | — | 499 | +39,300 | New | Q1 2026 | May 14, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 39,217 | 3,947 | 2.34% | 1.8% | 500 | +27,568 | 236.66% | Q1 2026 | Apr 16, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 39,132 | 3,939 | 0.78% | 0.84% | 501 | +3,543 | 9.96% | Q1 2026 | Apr 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 38,805 | 3,906 | 0.42% | 0.22% | 502 | +18,070 | 87.15% | Q1 2026 | Apr 22, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 38,677 | 3,893 | 0.11% | 0.06% | 503 | +16,868 | 77.34% | Q1 2026 | May 08, 2026 |
| MASECO LLP | History | Reduced | 38,611 | 3,886 | 0.12% | 0.19% | 504 | -4,790 | -11.04% | Q1 2026 | Apr 21, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 38,099 | 3,835 | 0.46% | 0.46% | 505 | -2,734 | -6.7% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 37,861 | 3,811 | 0.03% | 0.03% | 506 | -1,279 | -3.27% | Q1 2026 | Apr 15, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 37,130 | 3,737 | 0.67% | 0.39% | 507 | +16,172 | 77.16% | Q1 2026 | May 01, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 36,888 | 3,713 | 0.23% | 0.2% | 508 | +4,339 | 13.33% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 36,798 | 3,704 | 0.1% | — | 509 | +36,798 | New | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 36,755 | 3,699 | 0.26% | 0.18% | 510 | +2,535 | 7.41% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 36,652 | 3,689 | 0.4% | 0.5% | 511 | -10,608 | -22.45% | Q1 2026 | Apr 28, 2026 |
| Brooklyn Investment Group | History | Reduced | 36,566 | 3,680 | 0.11% | 0.17% | 512 | -667 | -1.79% | Q1 2026 | Apr 29, 2026 |
| Trailhead Planners LLC | History | Reduced | 36,544 | 3,678 | 3.53% | 4.01% | 513 | -4,101 | -10.09% | Q1 2026 | May 06, 2026 |
| Claro Advisors Inc. | History | Added to | 36,491 | 3,673 | 0.44% | 0.4% | 514 | +7,226 | 24.69% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 36,083 | 3,632 | 0.27% | 0.36% | 515 | -11,623 | -24.36% | Q1 2026 | Apr 14, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 35,694 | 3,592 | 0.92% | 0.95% | 516 | -788 | -2.16% | Q1 2026 | May 13, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 35,629 | 3,586 | 0.24% | — | 518 | +35,629 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,733 | 3,586 | 0.06% | 0.06% | 517 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Next Level Wealth Planning, LLC | History | New | 35,402 | 3,563 | 1.83% | — | 519 | +35,402 | New | Q1 2026 | Apr 21, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | Reduced | 35,350 | 3,558 | 2.76% | 2.82% | 520 | -147 | -0.41% | Q1 2026 | May 15, 2026 |
| SJBENEN ADVISORY, LLC | History | Reduced | 35,306 | 3,553 | 2.97% | 0.35% | 521 | -7,854 | -18.2% | Q1 2026 | Apr 13, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 35,095 | 3,532 | 0.62% | 0.53% | 522 | +6,406 | 22.33% | Q1 2026 | May 05, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 35,021 | 3,525 | 1.05% | 0.24% | 523 | +27,269 | 351.77% | Q1 2026 | Apr 06, 2026 |
| Riverwater Partners LLC | History | Added to | 34,763 | 3,499 | 1.17% | 0.97% | 524 | +9,900 | 39.82% | Q1 2026 | May 07, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 34,735 | 3,496 | 1.88% | 1.91% | 525 | -1,122 | -3.13% | Q1 2026 | May 14, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 34,737 | 3,496 | 0.97% | 0.94% | 526 | -550 | -1.56% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 34,395 | 3,462 | 0.03% | — | 527 | +34,395 | New | Q1 2026 | May 13, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 34,244 | 3,446 | 0.17% | 0.07% | 528 | +19,197 | 127.58% | Q1 2026 | Apr 09, 2026 |
| Values First Advisors, Inc. | History | Added to | 34,079 | 3,430 | 1.79% | 1.74% | 529 | +724 | 2.17% | Q1 2026 | Apr 17, 2026 |
| Drake & Associates, LLC | History | Added to | 33,929 | 3,415 | 0.65% | 0.67% | 530 | +418 | 1.25% | Q1 2026 | May 13, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 33,526 | 3,374 | 1.79% | 1.03% | 531 | +15,111 | 82.06% | Q1 2026 | Apr 23, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 33,297 | 3,351 | 0.03% | 0.03% | 532 | -6,006 | -15.28% | Q1 2026 | May 14, 2026 |
| Successful Portfolios LLC | History | Added to | 33,113 | 3,333 | 1.84% | 1.56% | 533 | +2,613 | 8.57% | Q1 2026 | Apr 13, 2026 |
| Archer Investment Corp | History | Reduced | 33,099 | 3,331 | 0.71% | 0.79% | 534 | -1,667 | -4.79% | Q1 2026 | May 04, 2026 |
| Norris Financial Group, LLC | History | Added to | 33,046 | 3,326 | 1.09% | 0.97% | 535 | +4,514 | 15.82% | Q1 2026 | May 20, 2026 |
| Clarus Group, Inc. | History | New | 32,552 | 3,276 | 1.17% | — | 536 | +32,552 | New | Q1 2026 | Apr 21, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 32,450 | 3,266 | 1.98% | 1.8% | 537 | +3,833 | 13.39% | Q1 2026 | Apr 27, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 32,184 | 3,239 | 0.06% | 0.0% | 538 | +29,755 | 1224.99% | Q1 2026 | May 04, 2026 |
| Panoramic Capital Partners, LLC | History | Reduced | 31,580 | 3,178 | 1.96% | 2.18% | 539 | -3,902 | -11.0% | Q1 2026 | Apr 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 31,449 | 3,165 | 0.24% | 0.14% | 540 | +12,179 | 63.2% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 31,032 | 3,123 | 0.04% | 0.05% | 541 | -7,708 | -19.9% | Q1 2026 | May 08, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 30,960 | 3,116 | 1.24% | 1.09% | 542 | +4,451 | 16.79% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Reduced | 30,757 | 3,095 | 0.01% | 0.01% | 543 | -24,463 | -44.3% | Q1 2026 | May 06, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 30,703 | 3,090 | 1.64% | 1.69% | 544 | -2,783 | -8.31% | Q1 2026 | Apr 16, 2026 |
| GreatBanc Trust CO | History | New | 30,533 | 3,073 | 2.15% | — | 545 | +30,533 | New | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Added to | 30,235 | 3,043 | 0.39% | 0.32% | 546 | +5,575 | 22.61% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Added to | 30,095 | 3,021 | 0.05% | 0.02% | 547 | +21,787 | 262.24% | Q1 2026 | May 14, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Added to | 29,986 | 3,018 | 3.64% | 3.1% | 548 | +1,660 | 5.86% | Q1 2026 | Jul 13, 2026 |
| Holos Integrated Wealth LLC | History | New | 30,025 | 3,015 | 1.53% | — | 549 | +30,025 | New | Q1 2026 | Apr 08, 2026 |
| Intrua Financial, LLC | History | Added to | 29,878 | 3,007 | 0.31% | 0.27% | 550 | +4,089 | 15.86% | Q1 2026 | Apr 23, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 29,805 | 3,000 | 0.64% | 0.65% | 551 | -2,254 | -7.03% | Q1 2026 | Apr 15, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 29,509 | 2,970 | 1.33% | 1.1% | 552 | +490 | 1.69% | Q1 2026 | May 08, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 29,389 | 2,958 | 0.45% | 0.04% | 553 | +26,637 | 967.91% | Q1 2026 | Apr 15, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Reduced | 29,394 | 2,958 | 1.97% | 3.63% | 554 | -22,448 | -43.3% | Q1 2026 | Apr 17, 2026 |
| SwitchPoint Financial Planning, LLC | History | Reduced | 29,328 | 2,952 | 2.0% | 2.51% | 555 | -6,328 | -17.75% | Q1 2026 | Apr 29, 2026 |
| WESBANCO BANK INC | History | Reduced | 29,300 | 2,949 | 0.08% | 0.08% | 556 | -173 | -0.59% | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | Reduced | 29,164 | 2,935 | 0.24% | 0.28% | 557 | -869 | -2.89% | Q1 2026 | May 15, 2026 |
| Prosperity Planning, Inc. | History | Added to | 29,109 | 2,930 | 0.74% | 0.73% | 558 | +1,492 | 5.4% | Q1 2026 | Apr 10, 2026 |
| KINTRA WEALTH, LLC | History | New | 29,031 | 2,922 | 0.21% | — | 559 | +29,031 | New | Q1 2026 | May 15, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 28,929 | 2,911 | 2.79% | 0.93% | 560 | +19,124 | 195.04% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 28,839 | 2,902 | 0.05% | 0.03% | 561 | +10,893 | 60.7% | Q1 2026 | Jun 02, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 28,775 | 2,896 | 0.02% | 0.01% | 562 | +19,572 | 212.67% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 28,706 | 2,889 | 0.09% | 0.06% | 563 | +12,316 | 75.14% | Q1 2026 | May 15, 2026 |
| Addison Capital Co | History | New | 28,585 | 2,877 | 0.51% | — | 564 | +28,585 | New | Q1 2026 | Apr 29, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 28,527 | 2,871 | 2.0% | 1.95% | 565 | -700 | -2.4% | Q1 2026 | Apr 21, 2026 |
| Caitlin John, LLC | History | Added to | 28,239 | 2,842 | 1.7% | 0.53% | 566 | +20,239 | 252.99% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 28,214 | 2,840 | 0.24% | 0.22% | 567 | +2,333 | 9.01% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Added to | 28,210 | 2,839 | 0.72% | 0.18% | 568 | +20,745 | 277.9% | Q1 2026 | Apr 29, 2026 |
| Safe Harbor Fiduciary, LLC | History | Reduced | 28,166 | 2,835 | 2.7% | 3.89% | 570 | -15,708 | -35.8% | Q1 2026 | May 15, 2026 |
| Scott & Selber, Inc. | History | Reduced | 28,173 | 2,835 | 0.73% | 0.75% | 569 | -1,777 | -5.93% | Q1 2026 | Apr 16, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 28,066 | 2,825 | 0.21% | 0.17% | 571 | +4,096 | 17.09% | Q1 2026 | May 20, 2026 |
| McAdam, LLC | History | Reduced | 27,948 | 2,813 | 0.13% | 0.13% | 572 | -1,290 | -4.41% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 27,745 | 2,792 | 0.1% | 0.09% | 573 | +3,276 | 13.39% | Q1 2026 | May 06, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 27,675 | 2,785 | 0.2% | 0.21% | 574 | -613 | -2.17% | Q1 2026 | May 05, 2026 |
| Worth Asset Management, LLC | History | Added to | 27,531 | 2,771 | 1.03% | 0.52% | 575 | +15,290 | 124.91% | Q1 2026 | Apr 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 27,177 | 2,735 | 0.09% | 0.09% | 576 | -1,172 | -4.13% | Q1 2026 | May 14, 2026 |
| Professional Financial Management, Inc. | History | Reduced | 27,180 | 2,735 | 2.85% | 3.21% | 577 | -1,039 | -3.68% | Q1 2026 | May 12, 2026 |
| Nilsine Partners, LLC | History | Reduced | 27,152 | 2,732 | 0.21% | 0.28% | 578 | -4,557 | -14.37% | Q1 2026 | Apr 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 26,926 | 2,710 | 0.17% | 0.15% | 579 | -5,265 | -16.36% | Q1 2026 | Apr 24, 2026 |
| SMITH, MOORE & CO. | History | Added to | 26,814 | 2,699 | 0.2% | 0.19% | 580 | +2,197 | 8.92% | Q1 2026 | May 05, 2026 |
| Zhang Financial LLC | History | Reduced | 26,808 | 2,698 | 0.09% | 0.23% | 581 | -34,110 | -55.99% | Q1 2026 | May 06, 2026 |
| Tactive Advisors, LLC | History | Reduced | 26,159 | 2,633 | 0.74% | 1.12% | 582 | -12,074 | -31.58% | Q1 2026 | Apr 16, 2026 |
| Stonebrook Private Inc. | History | Added to | 26,093 | 2,626 | 0.56% | 0.08% | 583 | +22,219 | 573.54% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | Reduced | 26,069 | 2,624 | 0.05% | 0.06% | 584 | -2,777 | -9.63% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Added to | 25,936 | 2,610 | 0.88% | 0.4% | 585 | +12,991 | 100.36% | Q1 2026 | May 21, 2026 |
| Rossby Financial, LCC | History | Added to | 25,617 | 2,571 | 0.53% | 0.0% | 586 | +25,586 | 82535.48% | Q1 2026 | May 11, 2026 |
| Oak Harvest Investment Services | History | Reduced | 25,357 | 2,552 | 0.27% | 0.28% | 587 | -170 | -0.67% | Q1 2026 | Apr 22, 2026 |
| Pine Valley Investments Ltd Liability Co | History | New | 25,177 | 2,534 | 0.12% | — | 588 | +25,177 | New | Q1 2026 | Jun 08, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | Reduced | 25,148 | 2,531 | 1.39% | 1.65% | 589 | -7,424 | -22.79% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 25,022 | 2,518 | 0.06% | 0.02% | 590 | +18,614 | 290.48% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 25,002 | 2,516 | 0.35% | 0.34% | 591 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Reduced | 24,751 | 2,491 | 0.47% | 0.83% | 592 | -13,645 | -35.54% | Q1 2026 | Apr 20, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 24,648 | 2,481 | 1.31% | 1.1% | 593 | +4,041 | 19.61% | Q1 2026 | May 08, 2026 |
| Realta Investment Advisors | History | Added to | 24,497 | 2,465 | 0.86% | 0.79% | 594 | +549 | 2.29% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 24,407 | 2,456 | 0.1% | — | 595 | +24,407 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 24,091 | 2,425 | 0.05% | 0.0% | 596 | +23,874 | 11001.84% | Q1 2026 | May 15, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 24,087 | 2,424 | 1.43% | 1.09% | 597 | +5,209 | 27.59% | Q1 2026 | Apr 21, 2026 |
| Daviman Financial, LLC | History | Reduced | 23,927 | 2,408 | 1.42% | 1.6% | 598 | -3,166 | -11.69% | Q1 2026 | Apr 23, 2026 |
| Topor & Co. Korea | History | New | 23,846 | 2,400 | 2.03% | — | 599 | +23,846 | New | Q1 2026 | Apr 27, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 23,832 | 2,398 | 0.52% | 2.43% | 600 | -81,782 | -77.43% | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 23,807 | 2,396 | 0.08% | 0.05% | 601 | +9,457 | 65.9% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 23,782 | 2,390 | 0.13% | 0.11% | 602 | +344 | 1.47% | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 23,739 | 2,389 | 0.42% | 0.42% | 603 | -3,351 | -12.37% | Q1 2026 | May 11, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 23,668 | 2,382 | 0.62% | 0.33% | 604 | +11,669 | 97.25% | Q1 2026 | May 01, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 23,647 | 2,380 | 0.96% | — | 605 | +23,647 | New | Q1 2026 | Apr 07, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 23,354 | 2,366 | 0.31% | 0.57% | 606 | -19,210 | -45.13% | Q1 2026 | Apr 27, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 23,447 | 2,360 | 1.03% | 1.57% | 607 | -12,995 | -35.66% | Q1 2026 | May 12, 2026 |
| Alpha Financial Partners LLC | History | Added to | 23,371 | 2,352 | 1.39% | 1.4% | 608 | +472 | 2.06% | Q1 2026 | May 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | New | 23,239 | 2,339 | 1.12% | — | 609 | +23,239 | New | Q1 2026 | Apr 15, 2026 |
| Finley Financial, LLC | History | Added to | 23,119 | 2,327 | 1.09% | 0.79% | 610 | +5,955 | 34.69% | Q1 2026 | Apr 22, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 23,065 | 2,320 | 1.39% | 2.18% | 611 | -11,598 | -33.46% | Q1 2026 | Apr 23, 2026 |
| WealthCollab, LLC | History | Added to | 22,813 | 2,296 | 0.95% | 0.8% | 612 | +3,217 | 16.42% | Q1 2026 | May 13, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 22,786 | 2,292 | 0.25% | 0.46% | 613 | -10,707 | -31.97% | Q1 2026 | May 12, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 22,658 | 2,280 | 0.15% | 0.15% | 614 | -3 | -0.01% | Q1 2026 | Apr 22, 2026 |
| GatePass Capital, LLC | History | Added to | 22,650 | 2,279 | 1.06% | 0.49% | 615 | +13,150 | 138.42% | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 22,097 | 2,224 | 0.18% | 0.16% | 616 | +2,386 | 12.1% | Q1 2026 | May 15, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 21,995 | 2,214 | 1.96% | 1.8% | 617 | +38 | 0.17% | Q1 2026 | May 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 22,024 | 2,212 | 0.24% | 0.33% | 618 | -88 | -0.4% | Q1 2026 | Apr 10, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 21,945 | 2,208 | 0.2% | 0.02% | 619 | +19,880 | 962.71% | Q1 2026 | Apr 30, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 21,843 | 2,198 | 1.85% | 1.87% | 620 | +70 | 0.32% | Q1 2026 | Apr 22, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 21,780 | 2,192 | 0.35% | 0.18% | 621 | +10,997 | 101.98% | Q1 2026 | May 07, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 21,597 | 2,173 | 1.06% | 1.13% | 622 | -99 | -0.46% | Q1 2026 | Apr 22, 2026 |
| Opus Capital Group, LLC | History | Reduced | 21,398 | 2,154 | 0.23% | 3.31% | 623 | -282,560 | -92.96% | Q1 2026 | Apr 30, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | Reduced | 21,343 | 2,148 | 1.53% | 7.06% | 624 | -53,657 | -71.54% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Added to | 21,154 | 2,129 | 0.02% | 0.02% | 625 | +899 | 4.44% | Q1 2026 | Apr 20, 2026 |
| Berger Financial Group, Inc | History | Reduced | 21,141 | 2,128 | 0.12% | 0.13% | 627 | -1,728 | -7.56% | Q1 2026 | Apr 28, 2026 |
| Adaptive Financial Consulting, LLC | History | Reduced | 21,150 | 2,128 | 0.81% | 0.86% | 626 | -788 | -3.59% | Q1 2026 | May 05, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 20,927 | 2,106 | 0.31% | 0.24% | 628 | +4,601 | 28.18% | Q1 2026 | May 13, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 20,860 | 2,100 | 1.31% | 1.13% | 629 | +5,085 | 32.23% | Q1 2026 | Apr 27, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 20,682 | 2,081 | 1.75% | 1.81% | 630 | -1,211 | -5.53% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 20,510 | 2,064 | 0.03% | 0.03% | 631 | -682 | -3.22% | Q1 2026 | May 13, 2026 |
| Wealth Architects, LLC | History | Reduced | 20,495 | 2,063 | 0.18% | 0.2% | 632 | -1,475 | -6.71% | Q1 2026 | May 15, 2026 |
| Wall Capital Group, Inc. | History | Added to | 20,441 | 2,057 | 2.2% | 1.09% | 633 | +9,021 | 78.99% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 20,182 | 2,031 | 0.07% | 0.05% | 634 | +5,372 | 36.27% | Q1 2026 | Apr 07, 2026 |
| Invst, LLC | History | Reduced | 20,031 | 2,016 | 0.23% | 0.25% | 635 | -3,062 | -13.26% | Q1 2026 | May 13, 2026 |
| Peapod Lane Capital LLC | History | Added to | 20,001 | 2,013 | 1.65% | 1.4% | 636 | +3,560 | 21.65% | Q1 2026 | May 01, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 20,389 | 2,012 | 1.03% | 1.21% | 637 | -4,446 | -17.9% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 19,953 | 2,008 | 0.03% | — | 638 | +19,953 | New | Q1 2026 | May 01, 2026 |
| Murchinson Ltd. | History | New | 19,881 | 2,001 | 0.25% | — | 639 | +19,881 | New | Q1 2026 | May 15, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 19,710 | 1,984 | 3.18% | 1.26% | 640 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Crane Advisory, LLC | History | Reduced | 19,654 | 1,975 | 0.3% | 0.34% | 641 | -2,859 | -12.7% | Q1 2026 | Apr 20, 2026 |
| Capital Advantage, Inc. | History | New | 19,408 | 1,953 | 0.26% | — | 642 | +19,408 | New | Q1 2026 | Apr 10, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 19,332 | 1,945 | 0.31% | 0.07% | 643 | +14,891 | 335.31% | Q1 2026 | May 08, 2026 |
| Convergence Financial, LLC | History | New | 19,139 | 1,925 | 0.2% | — | 644 | +19,139 | New | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 19,110 | 1,923 | 0.11% | 0.06% | 645 | +9,172 | 92.29% | Q1 2026 | May 04, 2026 |
| Merited Wealth, LLC | History | Added to | 18,872 | 1,899 | 1.57% | 1.73% | 646 | +305 | 1.64% | Q1 2026 | Apr 24, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 18,849 | 1,897 | 0.05% | 0.05% | 647 | -409 | -2.12% | Q1 2026 | Apr 16, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 18,843 | 1,896 | 0.01% | 0.02% | 648 | -5,886 | -23.8% | Q1 2026 | May 05, 2026 |
| Roundview Capital LLC | History | No change | 18,769 | 1,889 | 0.12% | 0.12% | 649 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Diversified Enterprises, LLC | History | New | 18,754 | 1,887 | 0.1% | — | 650 | +18,754 | New | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 18,542 | 1,866 | 0.14% | 0.06% | 651 | +9,407 | 102.98% | Q1 2026 | Apr 20, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 18,378 | 1,849 | 0.07% | 0.05% | 652 | +3,845 | 26.46% | Q1 2026 | Apr 24, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 18,280 | 1,840 | 1.57% | 1.56% | 653 | +100 | 0.55% | Q1 2026 | Apr 27, 2026 |
| Traub Capital Management LLC | History | Reduced | 18,225 | 1,834 | 1.82% | 2.2% | 654 | -4,617 | -20.21% | Q1 2026 | Apr 23, 2026 |
| Altus Wealth Group LLC | History | Added to | 18,165 | 1,828 | 0.75% | 0.55% | 655 | +4,414 | 32.1% | Q1 2026 | Apr 27, 2026 |
| Ervin Investment Management, LLC | History | No change | 18,113 | 1,823 | 1.07% | 1.02% | 656 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 18,035 | 1,815 | 0.03% | 0.02% | 657 | -276 | -1.51% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 17,977 | 1,809 | 0.09% | 0.09% | 658 | +139 | 0.78% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 17,903 | 1,802 | 0.1% | 0.08% | 659 | +4,991 | 38.65% | Q1 2026 | Apr 30, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 17,857 | 1,797 | 0.95% | 1.11% | 660 | -2,806 | -13.58% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 17,843 | 1,796 | 0.04% | 0.01% | 661 | +14,289 | 402.05% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Reduced | 17,783 | 1,790 | 0.22% | 0.25% | 662 | -2,473 | -12.21% | Q1 2026 | Apr 17, 2026 |
| Steele Capital Management, Inc. | History | New | 17,546 | 1,766 | 0.07% | — | 664 | +17,546 | New | Q1 2026 | Apr 29, 2026 |
| NewEdge Wealth, LLC | History | Added to | 17,550 | 1,766 | 0.02% | 0.01% | 663 | +4,717 | 36.76% | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 17,530 | 1,764 | 0.04% | 0.04% | 665 | -651 | -3.58% | Q1 2026 | May 12, 2026 |
| Aspen Investment Management Inc | History | New | 17,405 | 1,752 | 0.54% | — | 666 | +17,405 | New | Q1 2026 | Apr 15, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 17,336 | 1,745 | 0.57% | 0.64% | 667 | -1,829 | -9.54% | Q1 2026 | May 04, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 17,288 | 1,740 | 1.21% | 0.72% | 668 | +9,594 | 124.69% | Q1 2026 | Apr 22, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 17,250 | 1,736 | 0.29% | 0.35% | 669 | -3,000 | -14.81% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 17,235 | 1,734 | 0.07% | 0.07% | 670 | -1,629 | -8.64% | Q1 2026 | Apr 13, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 17,147 | 1,726 | 0.62% | 0.13% | 671 | +14,462 | 538.62% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 17,055 | 1,716 | 0.02% | — | 672 | +17,055 | New | Q1 2026 | May 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 17,123 | 1,713 | 0.87% | 1.82% | 673 | -17,938 | -51.16% | Q1 2026 | May 05, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 16,966 | 1,707 | 0.91% | 0.59% | 674 | +6,280 | 58.77% | Q1 2026 | Apr 24, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 16,940 | 1,705 | 0.57% | 0.55% | 675 | +287 | 1.72% | Q1 2026 | May 15, 2026 |
| Warberg Asset Management LLC | History | New | 16,928 | 1,703 | 0.28% | — | 676 | +16,928 | New | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 16,864 | 1,697 | 0.15% | 0.16% | 677 | -1,592 | -8.63% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 16,847 | 1,695 | 0.11% | 0.05% | 678 | +9,829 | 140.05% | Q1 2026 | May 15, 2026 |
| Walker Asset Management, LLC | History | Added to | 16,667 | 1,677 | 0.91% | 0.84% | 679 | +1,111 | 7.14% | Q1 2026 | Apr 24, 2026 |
| Advisory Alpha, LLC | History | Reduced | 16,656 | 1,676 | 0.05% | 0.05% | 680 | -3,383 | -16.88% | Q1 2026 | May 14, 2026 |
| Quartz Partners, LLC | History | Added to | 16,487 | 1,659 | 0.64% | 0.27% | 681 | +9,130 | 124.1% | Q1 2026 | May 05, 2026 |
| BCGM Wealth Management, LLC | History | New | 16,460 | 1,656 | 0.42% | — | 682 | +16,460 | New | Q1 2026 | May 05, 2026 |
| Wick Capital Partners, LLC | History | Added to | 25,454 | 1,655 | 0.3% | 0.15% | 683 | +17,360 | 214.48% | Q1 2026 | May 15, 2026 |
| Provident Investment Management, Inc. | History | Added to | 16,438 | 1,654 | 0.16% | 0.08% | 684 | +7,358 | 81.04% | Q1 2026 | May 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 16,348 | 1,645 | 0.2% | 0.22% | 685 | -763 | -4.46% | Q1 2026 | Apr 27, 2026 |
| Blue Capital, Inc. | History | Added to | 16,315 | 1,642 | 1.07% | 0.87% | 686 | +4,110 | 33.67% | Q1 2026 | Apr 24, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 16,220 | 1,632 | 1.07% | 0.99% | 687 | -41 | -0.25% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 16,113 | 1,621 | 0.02% | 0.02% | 688 | -1,050 | -6.12% | Q1 2026 | May 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 16,057 | 1,616 | 0.45% | 0.06% | 690 | +14,000 | 680.6% | Q1 2026 | Apr 08, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 16,059 | 1,616 | 0.45% | 0.07% | 691 | +13,160 | 453.95% | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 16,050 | 1,616 | 0.08% | 0.07% | 689 | +2,275 | 16.52% | Q1 2026 | Apr 21, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 16,035 | 1,614 | 0.19% | 0.25% | 692 | -4,844 | -23.2% | Q1 2026 | Apr 17, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 16,041 | 1,611 | 0.94% | — | 693 | +16,041 | New | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | New | 15,898 | 1,600 | 0.85% | — | 694 | +15,898 | New | Q1 2026 | May 15, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 15,883 | 1,598 | 0.22% | 0.23% | 695 | +417 | 2.7% | Q1 2026 | Apr 16, 2026 |
| Stillwater Private Wealth, LLC | History | New | 15,697 | 1,580 | 1.34% | — | 696 | +15,697 | New | Q1 2026 | Jun 03, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 15,589 | 1,569 | 1.37% | 1.37% | 697 | +198 | 1.29% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,564 | 1,566 | 0.04% | 0.03% | 698 | +5,848 | 60.19% | Q1 2026 | May 14, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 15,557 | 1,565 | 0.2% | 0.2% | 699 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SFMG, LLC | History | Added to | 15,374 | 1,547 | 0.1% | 0.1% | 700 | +506 | 3.4% | Q1 2026 | May 12, 2026 |
| Phillips Wealth Planners LLC | History | New | 15,296 | 1,537 | 1.16% | — | 701 | +15,296 | New | Q1 2026 | May 14, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 15,303 | 1,536 | 1.47% | 2.41% | 702 | -9,902 | -39.29% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 15,131 | 1,523 | 0.31% | 0.32% | 703 | +173 | 1.16% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 15,136 | 1,523 | 1.11% | 1.24% | 704 | +150 | 1.0% | Q1 2026 | Apr 27, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 15,112 | 1,521 | 0.12% | 0.14% | 705 | -2,145 | -12.43% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 15,012 | 1,511 | 0.01% | 0.01% | 706 | +5,850 | 63.85% | Q1 2026 | May 01, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 15,000 | 1,510 | 0.0% | 0.0% | 707 | -14 | -0.09% | Q1 2026 | May 15, 2026 |
| Ursa Fund Management, LLC | History | New | 15,000 | 1,509 | 1.4% | — | 708 | +15,000 | New | Q1 2026 | May 15, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 14,978 | 1,507 | 1.23% | 0.48% | 709 | +9,197 | 159.09% | Q1 2026 | May 04, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 14,967 | 1,503 | 0.34% | 0.37% | 710 | -31 | -0.21% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Reduced | 14,925 | 1,502 | 0.01% | 0.01% | 711 | -1,253 | -7.75% | Q1 2026 | May 11, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 14,905 | 1,500 | 0.98% | 0.62% | 713 | +4,959 | 49.86% | Q1 2026 | Apr 21, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 14,903 | 1,500 | 0.04% | 0.06% | 712 | -4,608 | -23.62% | Q1 2026 | Apr 09, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 14,819 | 1,486 | 0.0% | 0.01% | 714 | -599 | -3.89% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 14,727 | 1,482 | 0.0% | 0.0% | 715 | +11,274 | 326.5% | Q1 2026 | May 05, 2026 |
| Platform Technology Partners | History | New | 14,465 | 1,456 | 0.28% | — | 716 | +14,465 | New | Q1 2026 | Apr 27, 2026 |
| Lantz Financial LLC | History | Added to | 14,386 | 1,448 | 0.3% | 0.26% | 717 | +2,137 | 17.45% | Q1 2026 | Apr 09, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 14,358 | 1,445 | 0.35% | — | 718 | +14,358 | New | Q1 2026 | May 07, 2026 |
| Midway Capital Research & Management | History | Reduced | 14,339 | 1,443 | 1.36% | 1.93% | 719 | -5,371 | -27.25% | Q1 2026 | Apr 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 14,320 | 1,441 | 0.02% | 0.02% | 720 | +646 | 4.72% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO | History | Reduced | 14,319 | 1,438 | 0.02% | 0.03% | 721 | -16,660 | -53.78% | Q1 2026 | Apr 28, 2026 |
| Northstar Group, Inc. | History | Added to | 14,255 | 1,434 | 0.2% | 0.17% | 722 | +1,941 | 15.76% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,129 | 1,422 | 0.0% | 0.0% | 723 | +4,100 | 40.88% | Q1 2026 | May 08, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 14,107 | 1,420 | 0.75% | 0.37% | 724 | +7,184 | 103.77% | Q1 2026 | May 14, 2026 |
| One Degree Advisors Inc | History | Added to | 14,086 | 1,417 | 0.37% | 0.32% | 725 | +2,598 | 22.61% | Q1 2026 | May 01, 2026 |
| MSH Capital Advisors LLC | History | Added to | 14,004 | 1,409 | 0.3% | 0.23% | 726 | +3,287 | 30.67% | Q1 2026 | May 08, 2026 |
| Costello Asset Management, INC | History | Reduced | 13,989 | 1,408 | 0.49% | 0.57% | 727 | -3,240 | -18.81% | Q1 2026 | Apr 30, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 13,948 | 1,404 | 1.51% | — | 728 | +13,948 | New | Q1 2026 | Apr 20, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 13,828 | 1,391 | 0.64% | 0.65% | 729 | +80 | 0.58% | Q1 2026 | May 14, 2026 |
| Intelligent Financial Strategies | History | Added to | 13,793 | 1,388 | 0.72% | 0.31% | 730 | +7,420 | 116.43% | Q1 2026 | Apr 28, 2026 |
| Independent Wealth Network Inc. | History | Added to | 13,782 | 1,387 | 0.41% | 0.38% | 731 | +1,260 | 10.06% | Q1 2026 | Apr 20, 2026 |
| Alpha Zero LLC | History | Added to | 13,672 | 1,376 | 0.7% | 0.28% | 732 | +8,537 | 166.25% | Q1 2026 | May 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 13,662 | 1,375 | 0.5% | 0.26% | 733 | +6,102 | 80.71% | Q1 2026 | Apr 10, 2026 |
| Crews Bank & Trust | History | Reduced | 13,635 | 1,372 | 0.2% | 0.2% | 734 | -245 | -1.77% | Q1 2026 | May 13, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 13,490 | 1,357 | 0.29% | — | 735 | +13,490 | New | Q1 2026 | May 13, 2026 |
| Sierra Legacy Group | History | Added to | 13,466 | 1,355 | 1.03% | 0.32% | 736 | +9,100 | 208.43% | Q1 2026 | May 13, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 13,386 | 1,347 | 0.72% | 0.11% | 738 | +11,346 | 556.18% | Q1 2026 | Apr 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 13,391 | 1,347 | 0.51% | 0.52% | 737 | -596 | -4.26% | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 13,191 | 1,327 | 0.17% | 1.0% | 739 | -58,256 | -81.54% | Q1 2026 | Apr 17, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 13,118 | 1,320 | 1.37% | 1.46% | 740 | -1,414 | -9.73% | Q1 2026 | Apr 21, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 13,098 | 1,318 | 0.56% | 0.38% | 741 | +4,166 | 46.64% | Q1 2026 | Apr 15, 2026 |
| FSM Wealth Advisors, LLC | History | New | 13,065 | 1,315 | 0.17% | — | 742 | +13,065 | New | Q1 2026 | Apr 27, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 13,062 | 1,314 | 0.47% | 0.7% | 743 | -6,094 | -31.81% | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 13,060 | 1,314 | 0.01% | 0.0% | 744 | +186 | 1.44% | Q1 2026 | May 11, 2026 |
| Geneva Partners, LLC | History | Added to | 12,985 | 1,307 | 0.63% | 0.43% | 745 | +904 | 7.48% | Q1 2026 | Apr 29, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 12,981 | 1,306 | 0.4% | 0.43% | 746 | -702 | -5.13% | Q1 2026 | Apr 28, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 12,941 | 1,302 | 0.42% | 9.26% | 747 | -291,938 | -95.76% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 12,902 | 1,298 | 0.05% | 0.05% | 748 | -544 | -4.05% | Q1 2026 | Apr 14, 2026 |
| Emerald Advisors, LLC | History | Reduced | 12,860 | 1,294 | 0.16% | 0.19% | 749 | -1,265 | -8.96% | Q1 2026 | Apr 23, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 12,734 | 1,281 | 0.56% | — | 750 | +12,734 | New | Q1 2026 | Apr 24, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 12,717 | 1,276 | 0.42% | 0.42% | 751 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Argent Trust Co | History | Reduced | 12,671 | 1,275 | 0.04% | 0.06% | 752 | -4,692 | -27.02% | Q1 2026 | May 13, 2026 |
| AIRE ADVISORS, LLC | History | No change | 12,614 | 1,269 | 0.23% | 0.23% | 753 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 12,575 | 1,265 | 1.13% | 0.47% | 754 | +7,129 | 130.9% | Q1 2026 | Apr 16, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 12,471 | 1,255 | 0.02% | 0.01% | 755 | +2,418 | 24.05% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,350 | 1,243 | 0.08% | 0.01% | 756 | +10,793 | 693.19% | Q1 2026 | Apr 13, 2026 |
| CAP Partners, LLC | History | Reduced | 12,334 | 1,241 | 0.7% | 0.77% | 757 | -1,144 | -8.49% | Q1 2026 | Apr 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,317 | 1,239 | 0.05% | 0.02% | 758 | +6,306 | 104.91% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | Added to | 12,150 | 1,222 | 0.35% | 0.15% | 759 | +6,886 | 130.81% | Q1 2026 | May 01, 2026 |
| Foundry Financial LLC | History | Reduced | 12,136 | 1,221 | 0.52% | 0.7% | 760 | -1,136 | -8.56% | Q1 2026 | Apr 21, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 12,069 | 1,214 | 0.79% | 1.16% | 761 | -5,382 | -30.84% | Q1 2026 | Apr 23, 2026 |
| Falcon Wealth Planning | History | Added to | 11,963 | 1,204 | 0.08% | 0.02% | 762 | +9,965 | 498.75% | Q1 2026 | Apr 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 11,948 | 1,202 | 0.13% | 0.12% | 763 | +1,378 | 13.04% | Q1 2026 | May 11, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 11,873 | 1,195 | 0.71% | 0.28% | 764 | +7,373 | 163.84% | Q1 2026 | May 15, 2026 |
| Collier Financial | History | Reduced | 11,854 | 1,193 | 0.91% | 0.97% | 765 | -976 | -7.61% | Q1 2026 | May 11, 2026 |
| Wealthquest Corp | History | No change | 11,719 | 1,176 | 0.09% | 0.09% | 766 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 11,681 | 1,175 | 0.41% | 0.42% | 767 | +295 | 2.59% | Q1 2026 | May 04, 2026 |
| LWM Advisory Services, LLC | History | Added to | 11,595 | 1,167 | 1.25% | 0.3% | 768 | +6,429 | 124.45% | Q1 2026 | Apr 28, 2026 |
| YCG, LLC | History | Reduced | 11,467 | 1,154 | 0.1% | 0.12% | 769 | -4,878 | -29.84% | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | Added to | 11,394 | 1,146 | 0.08% | 0.08% | 770 | +788 | 7.43% | Q1 2026 | May 05, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 11,383 | 1,145 | 0.05% | 0.15% | 771 | -20,410 | -64.2% | Q1 2026 | May 15, 2026 |
| Secure Asset Management, LLC | History | Reduced | 11,342 | 1,141 | 0.18% | 0.18% | 772 | -90 | -0.79% | Q1 2026 | Apr 09, 2026 |
| EWA, LLC | History | New | 11,268 | 1,134 | 0.26% | — | 774 | +11,268 | New | Q1 2026 | Apr 23, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 11,267 | 1,134 | 0.01% | 0.0% | 773 | +6,295 | 126.61% | Q1 2026 | May 14, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 11,244 | 1,131 | 0.09% | — | 775 | +11,244 | New | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | Added to | 11,226 | 1,130 | 0.07% | 0.07% | 776 | +805 | 7.72% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 11,177 | 1,125 | 0.01% | — | 777 | +11,177 | New | Q1 2026 | May 01, 2026 |
| Objective Capital Management, LLC | History | Added to | 11,146 | 1,121 | 1.13% | 1.09% | 778 | +520 | 4.89% | Q1 2026 | May 04, 2026 |
| Ramiah Investment Group | History | Reduced | 11,089 | 1,116 | 1.12% | 1.26% | 779 | -1,701 | -13.3% | Q1 2026 | Apr 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 11,068 | 1,114 | 0.0% | — | 781 | +11,068 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,075 | 1,114 | 0.0% | 0.0% | 780 | -208 | -1.84% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 11,015 | 1,108 | 0.01% | 0.02% | 782 | -942 | -7.88% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,940 | 1,100 | 0.02% | 0.02% | 783 | +2,909 | 36.22% | Q1 2026 | May 04, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 10,857 | 1,092 | 0.49% | 0.45% | 784 | +315 | 2.99% | Q1 2026 | Apr 28, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 10,773 | 1,084 | 0.26% | 0.16% | 785 | +4,872 | 82.56% | Q1 2026 | Apr 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 10,728 | 1,079 | 0.02% | 0.05% | 787 | -15,128 | -58.51% | Q1 2026 | Apr 15, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 10,722 | 1,079 | 0.21% | 0.12% | 786 | +4,478 | 71.72% | Q1 2026 | Apr 23, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 10,644 | 1,071 | 0.53% | 0.33% | 788 | +4,604 | 76.23% | Q1 2026 | May 14, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 10,634 | 1,070 | 0.94% | 1.3% | 789 | -3,976 | -27.21% | Q1 2026 | May 04, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 10,627 | 1,069 | 0.32% | 0.3% | 790 | +825 | 8.42% | Q1 2026 | May 20, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 10,650 | 1,069 | 0.32% | 0.32% | 791 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Berkshire Money Management, Inc. | History | No change | 10,542 | 1,061 | 0.11% | 0.1% | 792 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 10,506 | 1,057 | 0.16% | 0.06% | 793 | +6,654 | 172.74% | Q1 2026 | May 06, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 10,490 | 1,055 | 0.08% | 0.07% | 794 | +490 | 4.9% | Q1 2026 | Apr 10, 2026 |
| Evanson Asset Management, LLC | History | Added to | 10,473 | 1,054 | 0.06% | 0.04% | 795 | +2,386 | 29.5% | Q1 2026 | Apr 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 10,441 | 1,050 | 0.14% | 0.39% | 796 | -17,847 | -63.09% | Q1 2026 | Apr 28, 2026 |
| Entelevest, LLC | History | Reduced | 10,408 | 1,047 | 1.05% | 2.22% | 797 | -11,684 | -52.89% | Q1 2026 | May 04, 2026 |
| Attessa Capital LLC | History | New | 10,401 | 1,046 | 0.57% | — | 799 | +10,401 | New | Q1 2026 | Apr 07, 2026 |
| Prostatis Group LLC | History | Added to | 10,397 | 1,046 | 0.27% | 0.21% | 798 | +1,679 | 19.26% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 10,352 | 1,042 | 0.08% | 0.04% | 800 | +4,677 | 82.41% | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,333 | 1,040 | 0.01% | 0.0% | 801 | +4,844 | 88.25% | Q1 2026 | May 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 10,245 | 1,031 | 0.13% | 0.12% | 802 | +245 | 2.45% | Q1 2026 | Apr 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 10,042 | 1,010 | 0.03% | 0.03% | 803 | -8 | -0.08% | Q1 2026 | Apr 29, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 9,934 | 999 | 0.28% | 0.27% | 804 | -222 | -2.19% | Q1 2026 | Apr 27, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | History | Added to | 9,916 | 998 | 0.12% | 0.04% | 805 | +6,375 | 180.03% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 9,909 | 997 | 0.02% | 0.01% | 806 | +7,745 | 357.9% | Q1 2026 | Apr 29, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 9,860 | 992 | 0.26% | 0.25% | 807 | +207 | 2.14% | Q1 2026 | Apr 15, 2026 |
| SAPIENT CAPITAL LLC | History | New | 9,850 | 991 | 0.01% | — | 809 | +9,850 | New | Q1 2026 | Jun 22, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 9,848 | 991 | 0.35% | 0.52% | 808 | -3,195 | -24.5% | Q1 2026 | Apr 24, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 9,820 | 988 | 0.06% | 0.13% | 811 | -11,814 | -54.61% | Q1 2026 | Apr 30, 2026 |
| Vectors Research Management, LLC | History | Reduced | 9,820 | 988 | 0.29% | 0.66% | 812 | -11,814 | -54.61% | Q1 2026 | May 05, 2026 |
| LVW Advisors, LLC | History | Added to | 9,820 | 988 | 0.09% | 0.04% | 810 | +5,686 | 137.54% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,781 | 984 | 0.02% | 0.01% | 813 | +4,644 | 90.4% | Q1 2026 | May 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 9,780 | 984 | 0.06% | 0.05% | 814 | +1,000 | 11.39% | Q1 2026 | May 11, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 9,774 | 983 | 0.2% | 0.19% | 815 | +16 | 0.16% | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 9,672 | 973 | 0.05% | 0.04% | 816 | +2,755 | 39.83% | Q1 2026 | May 07, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 9,623 | 968 | 0.37% | 0.43% | 817 | -1,470 | -13.25% | Q1 2026 | May 05, 2026 |
| Freestate Advisors LLC | History | Added to | 9,606 | 966 | 0.77% | 0.6% | 818 | +2,302 | 31.52% | Q1 2026 | Apr 09, 2026 |
| SPROTT INC. | History | Added to | 9,486 | 954 | 0.03% | 0.02% | 819 | +4,644 | 95.91% | Q1 2026 | May 08, 2026 |
| Waycross Investment Management Co | History | Reduced | 9,448 | 951 | 0.91% | 0.85% | 820 | -223 | -2.31% | Q1 2026 | Apr 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 9,424 | 948 | 0.01% | 0.01% | 822 | +4,512 | 91.86% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 9,418 | 948 | 0.01% | 0.01% | 821 | -334 | -3.42% | Q1 2026 | May 06, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 9,232 | 929 | 0.37% | 0.36% | 823 | +53 | 0.58% | Q1 2026 | Apr 23, 2026 |
| Canal Capital Management, LLC | History | Added to | 9,225 | 928 | 0.13% | 0.03% | 824 | +7,193 | 353.99% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | New | 9,201 | 926 | 0.04% | — | 825 | +9,201 | New | Q1 2026 | May 08, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 9,198 | 925 | 0.57% | 0.27% | 827 | +4,529 | 97.0% | Q1 2026 | May 13, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 9,197 | 925 | 0.06% | 0.06% | 826 | -25 | -0.27% | Q1 2026 | May 13, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 9,163 | 922 | 0.74% | 1.15% | 828 | -5,535 | -37.66% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 9,124 | 918 | 0.0% | 0.0% | 829 | -19,628 | -68.27% | Q1 2026 | May 15, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 9,085 | 914 | 0.19% | 1.49% | 830 | -63,608 | -87.5% | Q1 2026 | Apr 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 9,088 | 912 | 0.08% | 0.08% | 831 | +3 | 0.03% | Q1 2026 | May 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 9,039 | 909 | 0.11% | — | 833 | +9,039 | New | Q1 2026 | May 18, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 9,039 | 909 | 0.3% | 0.36% | 832 | +1,808 | 25.0% | Q1 2026 | Apr 20, 2026 |
| Balboa Wealth Partners | History | Added to | 9,019 | 907 | 0.15% | 0.12% | 834 | +1,515 | 20.19% | Q1 2026 | Apr 16, 2026 |
| Brickley Wealth Management | History | Added to | 8,992 | 905 | 0.16% | 0.11% | 835 | +2,231 | 33.0% | Q1 2026 | May 04, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 8,950 | 900 | 0.13% | 0.16% | 836 | -1,377 | -13.33% | Q1 2026 | Apr 16, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 8,938 | 899 | 0.85% | 0.17% | 838 | +7,238 | 425.76% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 8,936 | 899 | 0.02% | 0.03% | 837 | -3,301 | -26.98% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 8,912 | 897 | 0.1% | 0.04% | 839 | +5,507 | 161.73% | Q1 2026 | Apr 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 8,882 | 894 | 0.05% | 0.05% | 840 | +45 | 0.51% | Q1 2026 | May 13, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 8,874 | 893 | 0.95% | 1.61% | 841 | -6,067 | -40.61% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 8,858 | 891 | 0.45% | 0.25% | 842 | +4,120 | 86.96% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 8,664 | 871 | 0.19% | 0.39% | 843 | -8,414 | -49.27% | Q1 2026 | Apr 28, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 8,629 | 868 | 0.04% | 0.03% | 844 | +474 | 5.81% | Q1 2026 | Apr 21, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 8,569 | 862 | 0.09% | 0.11% | 845 | -1,016 | -10.6% | Q1 2026 | May 11, 2026 |
| Capital Planning LLC | History | Reduced | 8,466 | 852 | 0.28% | 0.63% | 846 | -13,887 | -62.13% | Q1 2026 | Apr 29, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 8,477 | 850 | 0.49% | 0.64% | 847 | -1,149 | -11.94% | Q1 2026 | Apr 14, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 8,439 | 849 | 0.34% | 0.35% | 848 | +6 | 0.07% | Q1 2026 | Apr 23, 2026 |
| Concentrum Wealth Management | History | Added to | 8,388 | 844 | 0.25% | 0.08% | 849 | +5,438 | 184.34% | Q1 2026 | May 04, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 8,375 | 843 | 0.77% | 0.6% | 851 | +1,918 | 29.7% | Q1 2026 | Apr 23, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 8,377 | 843 | 0.0% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 8,332 | 838 | 0.09% | 0.09% | 852 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 8,294 | 834 | 0.05% | 0.06% | 853 | -817 | -8.97% | Q1 2026 | Jun 09, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,276 | 831 | 0.1% | 0.07% | 854 | +2,646 | 47.0% | Q1 2026 | Apr 22, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 8,197 | 825 | 0.61% | 0.93% | 856 | -4,116 | -33.43% | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | Added to | 8,200 | 825 | 0.27% | 0.34% | 855 | +539 | 7.04% | Q1 2026 | Apr 09, 2026 |
| SoundView Advisors Inc. | History | New | 8,192 | 824 | 0.29% | — | 857 | +8,192 | New | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,157 | 821 | 0.0% | 0.0% | 858 | +702 | 9.42% | Q1 2026 | Apr 15, 2026 |
| LJI Wealth Management, LLC | History | Added to | 8,109 | 816 | 0.13% | 0.09% | 859 | +2,109 | 35.15% | Q1 2026 | May 04, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 8,018 | 807 | 0.54% | 0.83% | 860 | -3,852 | -32.45% | Q1 2026 | Apr 21, 2026 |
| DMC Group, LLC | History | Added to | 7,953 | 800 | 0.54% | 0.28% | 861 | +3,736 | 88.59% | Q1 2026 | Apr 30, 2026 |
| RHS Financial, LLC | History | Reduced | 7,872 | 792 | 0.38% | 0.53% | 862 | -2,851 | -26.59% | Q1 2026 | Apr 28, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 7,862 | 791 | 0.01% | 0.03% | 863 | -13,163 | -62.61% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,864 | 791 | 0.06% | 0.09% | 865 | -2,852 | -26.61% | Q1 2026 | May 01, 2026 |
| Meredith Wealth Planning | History | Added to | 7,860 | 791 | 0.21% | 0.23% | 864 | +45 | 0.58% | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | New | 7,800 | 785 | 0.18% | — | 866 | +7,800 | New | Q1 2026 | May 12, 2026 |
| GWN SECURITIES INC. | History | Reduced | 7,757 | 780 | 0.15% | 0.16% | 867 | -26 | -0.33% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Added to | 7,748 | 779 | 0.09% | 0.08% | 868 | +236 | 3.14% | Q1 2026 | May 04, 2026 |
| SAGE ADVISORS, LLC | History | No change | 7,751 | 778 | 0.52% | 0.52% | 869 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,727 | 777 | 0.0% | 0.01% | 870 | -3,967 | -33.92% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,667 | 771 | 0.04% | 0.03% | 871 | +1,128 | 17.25% | Q1 2026 | Apr 15, 2026 |
| West Wealth Group, LLC | History | Added to | 7,546 | 759 | 0.15% | 0.14% | 872 | +968 | 14.72% | Q1 2026 | May 11, 2026 |
| RDA Financial Network | History | Added to | 7,528 | 757 | 0.19% | 0.13% | 873 | +2,212 | 41.61% | Q1 2026 | Apr 08, 2026 |
| GeoWealth Management, LLC | History | Added to | 7,414 | 746 | 0.03% | 0.01% | 874 | +4,985 | 205.23% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 7,413 | 746 | 0.08% | 0.09% | 875 | -333 | -4.3% | Q1 2026 | Apr 16, 2026 |
| McCartney Wealth Management LLC | History | No change | 7,337 | 738 | 0.62% | 0.64% | 876 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Raine Capital LLC | History | New | 7,200 | 724 | 5.13% | — | 877 | +7,200 | New | Q1 2026 | May 15, 2026 |
| Petros Family Wealth, LLC | History | New | 7,105 | 715 | 0.51% | — | 878 | +7,105 | New | Q1 2026 | Apr 24, 2026 |
| Herold Advisors, Inc. | History | New | 6,999 | 704 | 0.15% | — | 879 | +6,999 | New | Q1 2026 | May 14, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 6,928 | 697 | 0.62% | 0.53% | 880 | +1,067 | 18.21% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 6,899 | 694 | 0.04% | 0.04% | 881 | +125 | 1.85% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Added to | 6,866 | 691 | 0.03% | 0.03% | 882 | +1,076 | 18.58% | Q1 2026 | Apr 30, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 6,849 | 689 | 0.08% | 0.09% | 883 | -1,495 | -17.92% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,839 | 688 | 0.04% | 0.04% | 884 | -11 | -0.16% | Q1 2026 | Apr 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,768 | 680 | 0.02% | 0.02% | 885 | -302 | -4.27% | Q1 2026 | Apr 17, 2026 |
| WorthPointe, LLC | History | New | 6,740 | 678 | 0.18% | — | 886 | +6,740 | New | Q1 2026 | May 12, 2026 |
| Arnold Financial Planning LLC | History | Added to | 6,696 | 674 | 0.63% | 0.32% | 887 | +3,569 | 114.13% | Q1 2026 | Apr 14, 2026 |
| Clarity Financial LLC | History | Added to | 6,687 | 673 | 0.07% | 0.05% | 888 | +1,473 | 28.25% | Q1 2026 | May 01, 2026 |
| GoalVest Advisory LLC | History | Added to | 6,641 | 668 | 0.13% | 0.0% | 889 | +6,627 | 47335.71% | Q1 2026 | Apr 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 6,624 | 666 | 0.14% | — | 890 | +6,624 | New | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,614 | 665 | 0.04% | 0.03% | 891 | +1,721 | 35.17% | Q1 2026 | Apr 24, 2026 |
| Belvedere Trading LLC | History | New | 6,600 | 664 | 0.0% | — | 892 | +6,600 | New | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 6,580 | 662 | 0.01% | 0.01% | 893 | -5,630 | -46.11% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 6,577 | 662 | 0.03% | 0.03% | 894 | +14 | 0.21% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 6,552 | 659 | 0.03% | 0.04% | 895 | -228 | -3.36% | Q1 2026 | May 15, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 6,539 | 658 | 0.43% | 0.61% | 896 | -2,890 | -30.65% | Q1 2026 | May 11, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 6,468 | 651 | 0.27% | 0.31% | 897 | -1,000 | -13.39% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | Added to | 6,413 | 645 | 0.04% | 0.02% | 899 | +2,681 | 71.84% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 6,414 | 645 | 0.01% | 0.01% | 898 | -1,243 | -16.23% | Q1 2026 | May 05, 2026 |
| V2 Financial group LLC | History | New | 6,339 | 638 | 0.3% | — | 900 | +6,339 | New | Q1 2026 | May 04, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | New | 6,338 | 637 | 0.4% | — | 901 | +6,338 | New | Q1 2026 | May 11, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 6,319 | 636 | 0.46% | 0.04% | 902 | +4,124 | 187.88% | Q1 2026 | Apr 14, 2026 |
| NOVEM GROUP | History | New | 6,271 | 631 | 0.07% | — | 903 | +6,271 | New | Q1 2026 | Apr 10, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 6,260 | 630 | 0.62% | 0.65% | 904 | +16 | 0.26% | Q1 2026 | May 22, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 6,250 | 629 | 0.6% | 0.61% | 905 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 6,248 | 628 | 0.1% | 0.1% | 906 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 6,225 | 626 | 0.03% | 0.03% | 907 | +125 | 2.05% | Q1 2026 | May 06, 2026 |
| New Millennium Group LLC | History | No change | 6,220 | 624 | 0.27% | 0.27% | 908 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 6,196 | 623 | 0.13% | 0.36% | 909 | -9,993 | -61.73% | Q1 2026 | May 06, 2026 |
| IFG Advisors, LLC | History | Reduced | 6,183 | 622 | 0.1% | 0.11% | 910 | -469 | -7.05% | Q1 2026 | Apr 09, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 6,114 | 615 | 0.26% | — | 913 | +6,114 | New | Q1 2026 | May 06, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 6,119 | 615 | 0.15% | 0.22% | 911 | -3,080 | -33.48% | Q1 2026 | Apr 30, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 6,114 | 615 | 0.37% | 0.35% | 912 | -5 | -0.08% | Q1 2026 | Apr 15, 2026 |
| Bragg Financial Advisors, Inc | History | New | 6,092 | 613 | 0.02% | — | 914 | +6,092 | New | Q1 2026 | May 15, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 6,073 | 611 | 0.46% | 0.76% | 915 | -3,337 | -35.46% | Q1 2026 | Apr 06, 2026 |
| MAYPORT, LLC | History | Added to | 6,027 | 606 | 0.11% | 0.06% | 916 | +3,202 | 113.35% | Q1 2026 | Apr 21, 2026 |
| Aegis Wealth Management LLC | History | Added to | 6,000 | 603 | 0.34% | 0.2% | 917 | +2,400 | 66.67% | Q1 2026 | Apr 22, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 5,990 | 602 | 0.27% | 0.25% | 918 | +50 | 0.84% | Q1 2026 | May 05, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 5,967 | 600 | 0.01% | 0.01% | 919 | -950 | -13.73% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 5,924 | 596 | 0.14% | 0.28% | 920 | -5,401 | -47.69% | Q1 2026 | May 06, 2026 |
| Element Wealth, LLC | History | Added to | 5,909 | 594 | 0.25% | 0.24% | 921 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Reduced | 5,900 | 593 | 0.52% | 0.96% | 922 | -4,400 | -42.72% | Q1 2026 | May 07, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,875 | 591 | 0.02% | 0.02% | 923 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ORG Partners LLC | History | No change | 5,840 | 586 | 0.1% | 0.1% | 924 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 5,810 | 584 | 0.0% | 0.0% | 925 | -81 | -1.37% | Q1 2026 | May 14, 2026 |
| Miller Capital Partners, Inc. | History | Reduced | 5,773 | 581 | 0.28% | 0.56% | 926 | -5,387 | -48.27% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 5,762 | 580 | 0.03% | 0.09% | 927 | -9,636 | -62.58% | Q1 2026 | May 06, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 5,686 | 572 | 0.37% | 0.52% | 928 | -2,374 | -29.45% | Q1 2026 | May 08, 2026 |
| Tsai Capital Corp | History | New | 5,680 | 571 | 0.42% | — | 929 | +5,680 | New | Q1 2026 | May 14, 2026 |
| Spinnaker Investment Group, LLC | History | New | 5,624 | 566 | 0.12% | — | 930 | +5,624 | New | Q1 2026 | Apr 08, 2026 |
| Regal Investment Advisors LLC | History | New | 5,612 | 564 | 0.03% | — | 932 | +5,612 | New | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,605 | 564 | 0.04% | 0.04% | 931 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 5,600 | 563 | 0.24% | 0.18% | 933 | +1,200 | 27.27% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 5,586 | 562 | 0.3% | 0.38% | 934 | -1,186 | -17.51% | Q1 2026 | May 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 5,565 | 560 | 0.04% | 0.03% | 935 | +177 | 3.29% | Q1 2026 | May 14, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 5,562 | 559 | 0.34% | 0.37% | 936 | +7 | 0.13% | Q1 2026 | Apr 21, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 5,550 | 558 | 0.44% | — | 937 | +5,550 | New | Q1 2026 | Apr 16, 2026 |
| MATAURO, LLC | History | Reduced | 5,539 | 557 | 0.08% | 0.1% | 938 | -961 | -14.78% | Q1 2026 | Apr 22, 2026 |
| Probity Advisors, Inc. | History | New | 5,530 | 556 | 0.09% | — | 940 | +5,530 | New | Q1 2026 | Apr 28, 2026 |
| Core Wealth Advisors, Inc. | History | New | 5,530 | 556 | 0.13% | — | 941 | +5,530 | New | Q1 2026 | May 15, 2026 |
| HANOVER ADVISORS INC | History | No change | 5,525 | 556 | 0.23% | 0.22% | 939 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SPG ADVISORS LLC | History | Reduced | 5,517 | 555 | 8.45% | 9.45% | 942 | -3,642 | -39.76% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Added to | 5,497 | 553 | 0.05% | 0.01% | 943 | +4,604 | 515.57% | Q1 2026 | May 07, 2026 |
| Goepper Burkhardt LLC | History | Added to | 5,479 | 551 | 0.18% | 0.17% | 944 | +152 | 2.85% | Q1 2026 | May 13, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 5,450 | 548 | 0.16% | 0.17% | 945 | -558 | -9.29% | Q1 2026 | Apr 23, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 5,434 | 547 | 0.13% | 0.18% | 946 | -1,477 | -21.37% | Q1 2026 | Apr 24, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 5,425 | 546 | 0.19% | 0.59% | 947 | -10,236 | -65.36% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,390 | 542 | 0.05% | 0.03% | 948 | +2,769 | 105.65% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 5,374 | 540 | 0.06% | 0.04% | 949 | +1,835 | 51.85% | Q1 2026 | Apr 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 5,341 | 537 | 0.15% | 0.16% | 950 | -322 | -5.69% | Q1 2026 | May 11, 2026 |
| LPWM LLC | History | Reduced | 5,296 | 533 | 0.13% | 0.18% | 951 | -1,679 | -24.07% | Q1 2026 | Apr 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,298 | 531 | 0.0% | 0.0% | 952 | +603 | 12.84% | Q1 2026 | May 15, 2026 |
| Rock Point Advisors, LLC | History | Added to | 5,250 | 528 | 0.14% | 0.11% | 953 | +1,041 | 24.73% | Q1 2026 | May 14, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 5,200 | 523 | 0.44% | 1.33% | 954 | -12,000 | -69.77% | Q1 2026 | Apr 17, 2026 |
| Steelhead Wealth Management LLC | History | New | 5,176 | 521 | 0.26% | — | 955 | +5,176 | New | Q1 2026 | Jun 15, 2026 |
| Scarborough Advisors, LLC | History | Added to | 5,175 | 520 | 0.06% | 0.09% | 956 | +24 | 0.47% | Q1 2026 | May 07, 2026 |
| Activest Wealth Management | History | Reduced | 5,100 | 513 | 0.09% | 0.16% | 958 | -3,613 | -41.47% | Q1 2026 | Apr 15, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 5,100 | 513 | 0.16% | 0.15% | 957 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 5,050 | 508 | 0.06% | 0.14% | 959 | -5,900 | -53.88% | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 5,030 | 506 | 0.04% | 0.04% | 960 | -1,092 | -17.84% | Q1 2026 | May 12, 2026 |
| Boothe Investment Group, Inc. | History | No change | 5,000 | 503 | 0.16% | 0.18% | 961 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 4,992 | 502 | 0.07% | 0.07% | 962 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 4,975 | 500 | 0.24% | 0.66% | 963 | -8,257 | -62.4% | Q1 2026 | May 05, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | New | 4,966 | 499 | 0.05% | — | 965 | +4,966 | New | Q1 2026 | Apr 29, 2026 |
| Stone Wealth Partners | History | No change | 4,966 | 499 | 0.45% | 0.44% | 964 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 4,922 | 495 | 0.1% | 0.14% | 966 | -1,701 | -25.68% | Q1 2026 | May 12, 2026 |
| DDD Partners, LLC | History | Added to | 4,916 | 494 | 0.03% | 0.03% | 967 | +308 | 6.68% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | New | 4,849 | 488 | 0.0% | — | 968 | +4,849 | New | Q1 2026 | Apr 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 4,847 | 487 | 0.23% | 0.24% | 969 | +13 | 0.27% | Q1 2026 | Apr 09, 2026 |
| PRING TURNER CAPITAL GROUP INC | History | New | 4,800 | 483 | 0.29% | — | 970 | +4,800 | New | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | Reduced | 4,763 | 479 | 0.03% | 0.04% | 971 | -445 | -8.54% | Q1 2026 | May 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 4,734 | 476 | 0.1% | 0.1% | 972 | +43 | 0.92% | Q1 2026 | May 11, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 4,725 | 475 | 0.39% | — | 973 | +4,725 | New | Q1 2026 | Apr 29, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 4,711 | 474 | 0.24% | 0.26% | 974 | +27 | 0.58% | Q1 2026 | Apr 21, 2026 |
| RAM Investment Partners, LLC | History | New | 4,700 | 473 | 0.08% | — | 975 | +4,700 | New | Q1 2026 | May 04, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 4,689 | 471 | 0.31% | — | 976 | +4,689 | New | Q1 2026 | May 13, 2026 |
| First American Bank | History | Reduced | 4,654 | 468 | 0.03% | 0.04% | 977 | -2,335 | -33.41% | Q1 2026 | Apr 20, 2026 |
| Raleigh Capital Management Inc. | History | New | 4,646 | 467 | 0.16% | — | 978 | +4,646 | New | Q1 2026 | Apr 28, 2026 |
| One Capital Management, LLC | History | Reduced | 4,632 | 466 | 0.01% | 0.02% | 979 | -490 | -9.57% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 4,622 | 465 | 0.49% | — | 980 | +4,622 | New | Q1 2026 | Apr 16, 2026 |
| Downshift Financial, LLC | History | New | 4,618 | 464 | 0.24% | — | 981 | +4,618 | New | Q1 2026 | Apr 29, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 4,595 | 462 | 0.07% | 0.06% | 982 | +671 | 17.1% | Q1 2026 | May 08, 2026 |
| EVOKE WEALTH, LLC | History | New | 4,510 | 453 | 0.01% | — | 983 | +4,510 | New | Q1 2026 | May 14, 2026 |
| Vines Capital Management, LLC | History | New | 4,491 | 452 | 0.45% | — | 985 | +4,491 | New | Q1 2026 | May 12, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 4,500 | 452 | 0.13% | 0.15% | 984 | -800 | -15.09% | Q1 2026 | May 12, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 4,473 | 450 | 0.4% | — | 986 | +4,473 | New | Q1 2026 | May 07, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 4,448 | 447 | 0.05% | 0.05% | 987 | +39 | 0.88% | Q1 2026 | May 13, 2026 |
| IFC Advisors LLC | History | Reduced | 4,439 | 446 | 0.06% | 0.08% | 988 | -887 | -16.65% | Q1 2026 | May 04, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 4,431 | 446 | 0.44% | 0.38% | 989 | +668 | 17.75% | Q1 2026 | May 07, 2026 |
| Portside Wealth Group, LLC | History | New | 4,404 | 443 | 0.06% | — | 990 | +4,404 | New | Q1 2026 | May 12, 2026 |
| Cardinal Point Capital Management ULC | History | New | 4,323 | 435 | 0.03% | — | 991 | +4,323 | New | Q1 2026 | Apr 20, 2026 |
| Kennon-Green & Company, LLC | History | Added to | 4,299 | 432 | 0.35% | 0.26% | 992 | +977 | 29.41% | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 4,282 | 431 | 0.0% | 0.0% | 993 | -4,450 | -50.96% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,275 | 430 | 0.01% | — | 994 | +4,275 | New | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 4,221 | 424 | 0.01% | — | 995 | +4,221 | New | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,204 | 423 | 0.01% | 0.01% | 996 | +1,495 | 55.19% | Q1 2026 | Apr 08, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 4,201 | 422 | 0.06% | 0.18% | 997 | -8,285 | -66.35% | Q1 2026 | Apr 28, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,147 | 417 | 0.03% | 0.02% | 998 | +810 | 24.27% | Q1 2026 | May 04, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Reduced | 4,113 | 414 | 1.29% | 1.7% | 999 | -1,467 | -26.29% | Q1 2026 | May 08, 2026 |
| Treasure Coast Financial Planning | History | No change | 4,110 | 413 | 0.21% | 0.22% | 1000 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 4,094 | 411 | 0.13% | 0.14% | 1001 | +35 | 0.86% | Q1 2026 | Apr 17, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 4,059 | 408 | 0.37% | 0.27% | 1002 | +1,324 | 48.41% | Q1 2026 | May 05, 2026 |
| ELCO Management Co., LLC | History | Reduced | 4,050 | 407 | 0.2% | 0.33% | 1003 | -1,150 | -22.12% | Q1 2026 | Apr 23, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 4,018 | 404 | 0.11% | 0.1% | 1004 | +295 | 7.92% | Q1 2026 | May 05, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 3,977 | 400 | 0.14% | 0.08% | 1005 | +1,509 | 61.14% | Q1 2026 | Apr 21, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 3,951 | 397 | 0.33% | 0.13% | 1006 | +1,322 | 50.29% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 3,944 | 396 | 0.05% | 0.09% | 1007 | -2,665 | -40.32% | Q1 2026 | Apr 30, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 3,930 | 395 | 0.03% | 0.03% | 1009 | +802 | 25.64% | Q1 2026 | Apr 16, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 3,932 | 395 | 0.0% | 0.0% | 1008 | -305 | -7.2% | Q1 2026 | Apr 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 3,914 | 394 | 0.19% | — | 1010 | +3,914 | New | Q1 2026 | May 07, 2026 |
| Guild Investment Management, Inc. | History | No change | 3,900 | 392 | 0.28% | 0.29% | 1011 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 3,891 | 391 | 0.02% | 0.02% | 1013 | -431 | -9.97% | Q1 2026 | May 05, 2026 |
| Northland Capital Management LLC | History | No change | 3,890 | 391 | 0.21% | 0.22% | 1012 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Weaver Consulting Group | History | Reduced | 3,880 | 390 | 0.09% | 0.1% | 1014 | -11 | -0.28% | Q1 2026 | May 15, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 3,847 | 387 | 0.03% | — | 1015 | +3,847 | New | Q1 2026 | May 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 3,774 | 379 | 0.06% | 0.06% | 1016 | +377 | 11.1% | Q1 2026 | Apr 30, 2026 |
| Asempa Wealth Advisors | History | No change | 3,785 | 379 | 0.33% | 0.33% | 1017 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | New | 3,762 | 378 | 0.14% | — | 1018 | +3,762 | New | Q1 2026 | May 08, 2026 |
| HARRIS ASSOCIATES L P | History | Added to | 3,736 | 376 | 0.0% | 0.0% | 1019 | +3,336 | 834.0% | Q1 2026 | May 15, 2026 |
| WT Wealth Management | History | Added to | 3,745 | 376 | 0.11% | 0.11% | 1020 | +10 | 0.27% | Q1 2026 | Apr 21, 2026 |
| Clark Asset Management, LLC | History | New | 3,714 | 373 | 0.04% | — | 1021 | +3,714 | New | Q1 2026 | Apr 16, 2026 |
| Accelerate Investment Advisors LLC | History | New | 3,694 | 371 | 0.25% | — | 1022 | +3,694 | New | Q1 2026 | Apr 13, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 3,676 | 370 | 0.27% | 0.27% | 1023 | -250 | -6.37% | Q1 2026 | Apr 15, 2026 |
| Cypress Wealth Services, LLC | History | New | 3,663 | 368 | 0.05% | — | 1025 | +3,663 | New | Q1 2026 | Apr 15, 2026 |
| Destination Wealth Management | History | Reduced | 3,657 | 368 | 0.01% | 0.01% | 1024 | -436 | -10.65% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 3,655 | 367 | 0.09% | 0.06% | 1026 | +913 | 33.3% | Q1 2026 | May 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | New | 3,645 | 366 | 0.06% | — | 1027 | +3,645 | New | Q1 2026 | May 12, 2026 |
| Note Advisors, LLC | History | No change | 3,632 | 365 | 0.18% | 0.19% | 1028 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 3,589 | 361 | 0.06% | 0.28% | 1029 | -12,752 | -78.04% | Q1 2026 | Apr 21, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 3,574 | 359 | 0.23% | 0.22% | 1030 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 3,501 | 352 | 0.08% | — | 1031 | +3,501 | New | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 3,484 | 350 | 0.03% | 0.03% | 1032 | +365 | 11.7% | Q1 2026 | Apr 30, 2026 |
| J. L. Bainbridge & Co., Inc. | History | New | 3,473 | 349 | 0.03% | — | 1033 | +3,473 | New | Q1 2026 | Apr 22, 2026 |
| IRON Financial LLC | History | New | 3,455 | 347 | 0.15% | — | 1034 | +3,455 | New | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,440 | 346 | 0.0% | 0.0% | 1037 | -200 | -5.49% | Q1 2026 | May 13, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 3,440 | 346 | 0.13% | 0.12% | 1036 | -148 | -4.12% | Q1 2026 | May 15, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 3,453 | 346 | 0.03% | 0.03% | 1035 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 3,420 | 344 | 0.19% | 0.2% | 1038 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 3,405 | 341 | 0.04% | 0.08% | 1040 | -2,717 | -44.38% | Q1 2026 | Apr 07, 2026 |
| Cable Car Capital, LP | History | Added to | 3,391 | 341 | 0.12% | 0.01% | 1039 | +19 | 0.56% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 3,355 | 337 | 0.01% | 0.01% | 1041 | +1,040 | 44.92% | Q1 2026 | May 13, 2026 |
| Kure Advisory, LLC | History | New | 3,334 | 335 | 0.18% | — | 1042 | +3,334 | New | Q1 2026 | Apr 16, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 3,281 | 330 | 0.01% | 0.01% | 1043 | +670 | 25.66% | Q1 2026 | May 11, 2026 |
| Narwhal Capital Management | History | Added to | 3,250 | 327 | 0.02% | 0.02% | 1044 | +23 | 0.71% | Q1 2026 | Apr 23, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 3,242 | 326 | 0.15% | 0.09% | 1045 | +1,247 | 62.51% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,232 | 325 | 0.01% | 0.02% | 1046 | -3,533 | -52.22% | Q1 2026 | May 15, 2026 |
| Thoma Capital Management LLC | History | Reduced | 3,226 | 324 | 0.19% | 0.2% | 1047 | -250 | -7.19% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | New | 3,210 | 323 | 0.01% | — | 1048 | +3,210 | New | Q1 2026 | May 13, 2026 |
| RMR Wealth Builders | History | New | 3,207 | 322 | 0.03% | — | 1050 | +3,207 | New | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 3,200 | 322 | 0.04% | 0.04% | 1049 | +52 | 1.65% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | New | 3,198 | 321 | 0.04% | — | 1051 | +3,198 | New | Q1 2026 | May 01, 2026 |
| Family Investment Center, Inc. | History | Reduced | 3,186 | 320 | 0.06% | 0.07% | 1052 | -42 | -1.3% | Q1 2026 | Apr 24, 2026 |
| New Capital Management LP | History | Reduced | 3,175 | 319 | 0.08% | 0.08% | 1054 | -52 | -1.61% | Q1 2026 | Apr 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 3,174 | 319 | 0.05% | 0.05% | 1053 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| OneAscent Financial Services LLC | History | New | 3,113 | 313 | 0.02% | — | 1055 | +3,113 | New | Q1 2026 | Apr 21, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 3,102 | 312 | 0.19% | 0.19% | 1056 | +42 | 1.37% | Q1 2026 | Apr 28, 2026 |
| Advisory Advocates, LLC | History | New | 3,089 | 310 | 0.32% | — | 1058 | +3,089 | New | Q1 2026 | May 05, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 3,084 | 310 | 0.02% | 0.03% | 1057 | -2,901 | -48.47% | Q1 2026 | May 14, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 3,079 | 309 | 0.11% | 1.58% | 1059 | -41,124 | -93.03% | Q1 2026 | Apr 16, 2026 |
| Minot DeBlois Advisors LLC | History | New | 2,987 | 300 | 0.27% | — | 1060 | +2,987 | New | Q1 2026 | May 08, 2026 |
| Quadcap Wealth Management, LLC | History | New | 2,981 | 300 | 0.03% | — | 1061 | +2,981 | New | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 2,971 | 299 | 0.08% | 0.06% | 1062 | +944 | 46.57% | Q1 2026 | Apr 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 2,951 | 297 | 0.04% | 0.05% | 1063 | -453 | -13.31% | Q1 2026 | May 11, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 2,934 | 295 | 0.14% | 0.14% | 1064 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ballentine Partners, LLC | History | New | 2,917 | 293 | 0.0% | — | 1066 | +2,917 | New | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 2,918 | 293 | 0.02% | 0.02% | 1065 | +382 | 15.06% | Q1 2026 | May 21, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | New | 2,890 | 290 | 0.06% | — | 1067 | +2,890 | New | Q1 2026 | Apr 03, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 2,878 | 289 | 0.03% | 0.03% | 1068 | +1 | 0.03% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 2,870 | 288 | 0.02% | 0.02% | 1069 | +16 | 0.56% | Q1 2026 | Apr 20, 2026 |
| Cannon Advisors, Inc. | History | Added to | 2,854 | 287 | 0.21% | 0.19% | 1070 | +175 | 6.53% | Q1 2026 | Apr 24, 2026 |
| Morling Financial Advisors, LLC | History | New | 2,851 | 286 | 0.09% | — | 1073 | +2,851 | New | Q1 2026 | May 06, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 2,848 | 286 | 0.07% | 0.07% | 1071 | -142 | -4.75% | Q1 2026 | Apr 28, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 2,851 | 286 | 0.08% | 0.08% | 1072 | -14 | -0.49% | Q1 2026 | Apr 16, 2026 |
| EFG International AG | History | New | 2,841 | 285 | 0.01% | — | 1074 | +2,841 | New | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 2,821 | 284 | 0.07% | — | 1075 | +2,821 | New | Q1 2026 | May 06, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 2,806 | 282 | 0.17% | 0.24% | 1076 | -1,264 | -31.06% | Q1 2026 | Apr 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | New | 2,794 | 280 | 0.02% | — | 1077 | +2,794 | New | Q1 2026 | Apr 20, 2026 |
| Ducere Wealth Management LLC | History | New | 2,772 | 279 | 0.11% | — | 1078 | +2,772 | New | Q1 2026 | May 11, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 2,767 | 278 | 0.03% | 0.03% | 1079 | -101 | -3.52% | Q1 2026 | May 06, 2026 |
| Cyr Financial Inc. | History | New | 2,758 | 277 | 0.16% | — | 1080 | +2,758 | New | Q1 2026 | Apr 24, 2026 |
| Thompson David Blair | History | Reduced | 2,646 | 266 | 0.15% | 0.16% | 1081 | -180 | -6.37% | Q1 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 2,642 | 265 | 0.02% | 0.03% | 1082 | -821 | -23.71% | Q1 2026 | May 13, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 2,612 | 262 | 0.04% | 0.04% | 1083 | -219 | -7.74% | Q1 2026 | Apr 29, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 2,574 | 259 | 0.08% | — | 1084 | +2,574 | New | Q1 2026 | Apr 30, 2026 |
| Manchester Capital Management LLC | History | Added to | 2,528 | 254 | 0.04% | 0.03% | 1085 | +13 | 0.52% | Q1 2026 | May 11, 2026 |
| Mosaic Advisors LLC | History | Reduced | 2,500 | 251 | 0.38% | 1.97% | 1086 | -7,758 | -75.63% | Q1 2026 | May 04, 2026 |
| Sankala Group LLC | History | Reduced | 2,488 | 250 | 0.2% | 0.28% | 1087 | -1,010 | -28.87% | Q1 2026 | Mar 31, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 2,458 | 247 | 0.08% | 0.09% | 1088 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| United Community Bank | History | New | 2,449 | 246 | 0.08% | — | 1089 | +2,449 | New | Q1 2026 | Apr 24, 2026 |
| Maia Wealth LLC | History | Added to | 2,440 | 245 | 0.04% | 0.04% | 1090 | +309 | 14.5% | Q1 2026 | May 08, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 2,425 | 244 | 0.18% | 0.51% | 1091 | -4,595 | -65.46% | Q1 2026 | May 07, 2026 |
| Bellwether Advisors, LLC | History | New | 2,428 | 244 | 0.04% | — | 1092 | +2,428 | New | Q1 2026 | May 12, 2026 |
| Quantum Financial Advisors, LLC | History | New | 2,409 | 242 | 0.03% | — | 1094 | +2,409 | New | Q1 2026 | Apr 08, 2026 |
| Corundum Group, Inc. | History | New | 2,406 | 242 | 0.08% | — | 1093 | +2,406 | New | Q1 2026 | Apr 20, 2026 |
| Integrated Financial Solutions, Inc. | History | No change | 2,400 | 241 | 0.17% | 0.14% | 1095 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 2,350 | 236 | 0.02% | — | 1097 | +2,350 | New | Q1 2026 | May 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 2,348 | 236 | 0.15% | 0.06% | 1096 | +1,462 | 165.01% | Q1 2026 | May 08, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 2,313 | 232 | 0.1% | 0.1% | 1098 | +5 | 0.22% | Q1 2026 | Apr 15, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 2,300 | 231 | 0.11% | 0.1% | 1099 | +50 | 2.22% | Q1 2026 | May 15, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Reduced | 2,285 | 230 | 0.02% | 0.03% | 1100 | -1,000 | -30.44% | Q1 2026 | Apr 20, 2026 |
| BDFS Capital LLC | History | New | 2,283 | 229 | 0.11% | — | 1103 | +2,283 | New | Q1 2026 | Apr 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 2,275 | 229 | 0.01% | — | 1102 | +2,275 | New | Q1 2026 | Apr 15, 2026 |
| Capitol Family Office, Inc. | History | No change | 2,288 | 229 | 0.27% | 0.27% | 1101 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 2,271 | 228 | 0.02% | 0.04% | 1104 | -2,214 | -49.36% | Q1 2026 | May 01, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 2,256 | 227 | 0.13% | 0.14% | 1105 | -448 | -16.57% | Q1 2026 | Apr 10, 2026 |
| Bison Wealth, LLC | History | Reduced | 2,267 | 227 | 0.02% | 0.03% | 1106 | -388 | -14.61% | Q1 2026 | May 15, 2026 |
| BG Investment Services, LLC | History | New | 2,252 | 226 | 0.19% | — | 1109 | +2,252 | New | Q1 2026 | May 08, 2026 |
| XXI WEALTH, LLC | History | Reduced | 2,247 | 226 | 0.13% | 0.27% | 1108 | -2,189 | -49.35% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | No change | 2,250 | 226 | 0.01% | 0.01% | 1107 | 0 | 0.0% | Q1 2026 | Jun 18, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 4,736 | 225 | 0.16% | 0.28% | 1111 | +1,626 | 52.28% | Q1 2026 | Jul 01, 2026 |
| Exeter Financial, LLC | History | Added to | 2,241 | 225 | 0.09% | 0.09% | 1110 | +48 | 2.19% | Q1 2026 | Apr 23, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 2,224 | 223 | 0.03% | 0.03% | 1112 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wedmont Private Capital | History | No change | 2,196 | 220 | 0.01% | 0.01% | 1113 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 2,155 | 216 | 0.03% | 0.04% | 1115 | -614 | -22.17% | Q1 2026 | Apr 21, 2026 |
| Seelaus Asset Management LLC | History | No change | 2,150 | 216 | 0.16% | 0.17% | 1114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Colorado Capital Management, Inc. | History | New | 2,136 | 215 | 0.08% | — | 1116 | +2,136 | New | Q1 2026 | Apr 13, 2026 |
| HOWE & RUSLING INC | History | New | 2,132 | 214 | 0.01% | — | 1117 | +2,132 | New | Q1 2026 | Apr 28, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,124 | 213 | 0.03% | 0.03% | 1118 | -41 | -1.89% | Q1 2026 | May 04, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 2,070 | 208 | 0.03% | 0.12% | 1120 | -4,287 | -67.44% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,076 | 208 | 0.0% | 0.0% | 1119 | +1,897 | 1059.78% | Q1 2026 | May 15, 2026 |
| Coquina Private Wealth LLC | History | New | 2,049 | 206 | 0.17% | — | 1121 | +2,049 | New | Q1 2026 | May 05, 2026 |
| Midwest Heritage Bank, FSB | History | New | 2,001 | 201 | 0.06% | — | 1125 | +2,001 | New | Q1 2026 | Apr 15, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 2,000 | 201 | 0.04% | — | 1126 | +2,000 | New | Q1 2026 | May 13, 2026 |
| WULFF, HANSEN & CO. | History | No change | 2,000 | 201 | 0.21% | 0.17% | 1122 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Summit Wealth Partners, LLC | History | No change | 2,004 | 201 | 0.03% | 0.04% | 1123 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| North Capital, Inc. | History | No change | 2,000 | 201 | 0.17% | 0.17% | 1124 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wescott Financial Advisory Group, LLC | History | New | 1,992 | 200 | 0.02% | — | 1129 | +1,992 | New | Q1 2026 | May 12, 2026 |
| HFG Advisors, Inc. | History | New | 1,987 | 200 | 0.14% | — | 1130 | +1,987 | New | Q1 2026 | May 08, 2026 |
| Armor Investment Advisors, LLC | History | No change | 1,994 | 200 | 0.07% | 0.07% | 1127 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 1,994 | 200 | 0.01% | 0.01% | 1128 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | New | 1,920 | 193 | 0.08% | — | 1132 | +1,920 | New | Q1 2026 | May 01, 2026 |
| Hamrick Investment Counsel, llc | History | Reduced | 1,918 | 193 | 0.11% | 0.24% | 1131 | -1,245 | -39.36% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | New | 1,890 | 190 | 0.0% | — | 1133 | +1,890 | New | Q1 2026 | May 12, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 1,859 | 187 | 0.01% | 0.0% | 1134 | +597 | 47.31% | Q1 2026 | Apr 20, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 1,609 | 161 | 0.02% | 0.02% | 1135 | -487 | -23.23% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,509 | 151 | 0.04% | 0.03% | 1136 | +499 | 49.41% | Q1 2026 | May 11, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Reduced | 1,436 | 144 | 0.01% | 0.01% | 1137 | -602 | -29.54% | Q1 2026 | May 14, 2026 |
| General Partner, Inc. | History | No change | 1,400 | 140 | 0.09% | 0.08% | 1138 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,390 | 139 | 0.11% | 0.13% | 1139 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 1,350 | 135 | 0.06% | 0.06% | 1140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 1,338 | 134 | 0.0% | 0.0% | 1141 | -2,562 | -65.69% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,266 | 127 | 0.0% | 0.0% | 1142 | -5,255 | -80.59% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 1,260 | 126 | 0.06% | — | 1143 | +1,260 | New | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,234 | 124 | 0.0% | 0.0% | 1144 | +903 | 272.81% | Q1 2026 | May 15, 2026 |
| BLUELINE ADVISORS LLC | History | New | 1,225 | 123 | 0.1% | — | 1145 | +1,225 | New | Q1 2026 | Apr 07, 2026 |
| S.A. Mason LLC | History | Added to | 1,194 | 120 | 0.05% | 0.05% | 1146 | +10 | 0.84% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | New | 1,149 | 115 | 0.0% | — | 1147 | +1,149 | New | Q1 2026 | Apr 13, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 1,105 | 111 | 0.03% | — | 1148 | +1,105 | New | Q1 2026 | Apr 22, 2026 |
| RHL GROUP, LLC | History | New | 1,101 | 110 | 0.09% | — | 1149 | +1,101 | New | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 1,048 | 105 | 0.01% | 0.01% | 1150 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Luminist Capital LLC | History | Added to | 1,020 | 102 | 0.14% | 0.02% | 1151 | +860 | 537.5% | Q1 2026 | Apr 24, 2026 |
| Byrne Asset Management LLC | History | New | 1,000 | 100 | 0.06% | — | 1152 | +1,000 | New | Q1 2026 | Apr 02, 2026 |
| WEBSTER BANK, N. A. | History | New | 900 | 90 | 0.01% | — | 1153 | +900 | New | Q1 2026 | Apr 17, 2026 |
| Transce3nd, LLC | History | Reduced | 887 | 89 | 0.79% | 0.76% | 1154 | -51 | -5.44% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 883 | 88 | 0.0% | 0.0% | 1155 | +851 | 2659.38% | Q1 2026 | Apr 27, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 868 | 87 | 0.01% | — | 1156 | +868 | New | Q1 2026 | May 06, 2026 |
| Investors Portfolio Services LLC | History | New | 866 | 87 | 0.08% | — | 1157 | +866 | New | Q1 2026 | May 14, 2026 |
| Kings Path Partners LLC | History | No change | 836 | 84 | 0.03% | 0.03% | 1158 | 0 | 0.0% | Q1 2026 | Aug 20, 2026 |
| Robinswood Financial LLC | History | No change | 785 | 79 | 0.02% | 0.02% | 1159 | 0 | 0.0% | Q1 2026 | Jul 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 758 | 76 | 0.0% | — | 1160 | +754 | 18850.0% | Q1 2026 | May 13, 2026 |
| Miller Global Investments, LLC | History | New | 750 | 75 | 0.07% | — | 1162 | +750 | New | Q1 2026 | Apr 06, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 750 | 75 | 0.01% | 0.01% | 1161 | -606 | -44.69% | Q1 2026 | Apr 15, 2026 |
| KM Capital Management Ltd. | History | New | 745 | 74 | 0.05% | — | 1163 | +745 | New | Q1 2026 | May 15, 2026 |
| Bank of Jackson Hole Trust | History | No change | 700 | 70 | 0.03% | 0.03% | 1164 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 685 | 68 | 0.0% | 0.0% | 1165 | -1,050 | -60.52% | Q1 2026 | May 13, 2026 |
| Banque Transatlantique SA | History | New | 681 | 68 | 0.0% | — | 1167 | +681 | New | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | Added to | 682 | 68 | 0.01% | 0.0% | 1166 | +473 | 226.32% | Q1 2026 | Apr 30, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Reduced | 667 | 67 | 0.15% | 0.16% | 1168 | -96 | -12.58% | Q1 2026 | May 15, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 628 | 63 | 0.01% | 0.01% | 1169 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 613 | 61 | 0.02% | — | 1170 | +613 | New | Q1 2026 | May 08, 2026 |
| Clayton Financial Group LLC | History | No change | 598 | 60 | 0.03% | 0.03% | 1171 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 560 | 56 | 0.0% | — | 1172 | +550 | 5500.0% | Q1 2026 | Apr 07, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 551 | 55 | 0.01% | 0.02% | 1173 | -146 | -20.95% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 516 | 51 | 0.0% | 0.01% | 1175 | -55 | -9.63% | Q1 2026 | May 19, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 508 | 51 | 0.02% | 0.02% | 1174 | +3 | 0.59% | Q1 2026 | May 04, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 501 | 50 | 0.03% | 0.0% | 1177 | +417 | 496.43% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 497 | 50 | 0.0% | 0.0% | 1176 | -53 | -9.64% | Q1 2026 | May 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 502 | 50 | 0.04% | 0.04% | 1178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DAGCO, INC. | History | Reduced | 480 | 48 | 0.01% | 0.01% | 1179 | -30 | -5.88% | Q1 2026 | Apr 20, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 470 | 47 | 0.01% | 0.01% | 1180 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 471 | 47 | 0.02% | 0.02% | 1181 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Coston, McIsaac & Partners | History | Added to | 453 | 45 | 0.01% | 0.01% | 1182 | +139 | 44.27% | Q1 2026 | Apr 22, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 415 | 41 | 0.0% | 0.01% | 1183 | -591 | -58.75% | Q1 2026 | Apr 27, 2026 |
| Grove Bank & Trust | History | No change | 400 | 40 | 0.0% | 0.0% | 1184 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BOKF, NA | History | Reduced | 351 | 35 | 0.0% | 0.0% | 1185 | -30 | -7.87% | Q1 2026 | May 08, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 322 | 32 | 0.03% | 0.05% | 1186 | -238 | -42.5% | Q1 2026 | May 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 320 | 32 | 0.01% | 0.0% | 1187 | +2 | 0.63% | Q1 2026 | Apr 17, 2026 |
| Addison Advisors LLC | History | New | 300 | 30 | 0.01% | — | 1188 | +300 | New | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 290 | 29 | 0.0% | 0.0% | 1189 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | No change | 295 | 29 | 0.01% | 0.01% | 1190 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 273 | 27 | 0.0% | 0.01% | 1191 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 248 | 24 | 0.0% | — | 1192 | +248 | New | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 220 | 22 | 0.0% | — | 1193 | +220 | New | Q1 2026 | May 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 218 | 21 | 0.01% | 0.01% | 1194 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VANGUARD ADVISERS INC | History | New | 203 | 20 | 0.0% | — | 1195 | +203 | New | Q1 2026 | May 08, 2026 |
| Ameliora Wealth Management Ltd. | History | New | 200 | 20 | 0.01% | — | 1196 | +200 | New | Q1 2026 | Apr 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 171 | 17 | 0.0% | 0.0% | 1197 | -1,800 | -91.32% | Q1 2026 | May 14, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 162 | 16 | 0.0% | — | 1198 | +155 | 2214.29% | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 165 | 16 | 0.01% | 0.0% | 1199 | +150 | 1000.0% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | New | 150 | 15 | 0.0% | — | 1200 | +150 | New | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | New | 144 | 14 | 0.0% | — | 1203 | +144 | New | Q1 2026 | May 07, 2026 |
| Key Capital Management, INC | History | Added to | 148 | 14 | 0.01% | 0.0% | 1201 | +90 | 155.17% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 144 | 14 | 0.01% | 0.01% | 1202 | +3 | 2.13% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 135 | 13 | 0.0% | — | 1204 | +135 | New | Q1 2026 | Apr 09, 2026 |
| Ankerstar Wealth, LLC | History | New | 124 | 12 | 0.01% | — | 1205 | +124 | New | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 116 | 11 | 0.01% | 0.0% | 1206 | +75 | 182.93% | Q1 2026 | May 06, 2026 |
| HFM Investment Advisors, LLC | History | No change | 116 | 11 | 0.0% | 0.0% | 1207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WFA of San Diego, LLC | History | Added to | 109 | 10 | 0.01% | 0.01% | 1209 | +5 | 4.81% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | No change | 100 | 10 | 0.0% | 0.0% | 1208 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lodestone Wealth Management LLC | History | No change | 102 | 10 | 0.0% | 0.0% | 1210 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BAYBAN | History | No change | 102 | 10 | 0.01% | 0.01% | 1211 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 100 | 10 | 0.01% | 0.01% | 1212 | 0 | 0.0% | Q1 2026 | Aug 05, 2026 |
| Destiny Wealth Partners, LLC | History | New | 93 | 9 | 0.0% | — | 1216 | +93 | New | Q1 2026 | May 11, 2026 |
| Clean Yield Group | History | No change | 90 | 9 | 0.0% | 0.0% | 1213 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| High Note Wealth, LLC | History | No change | 99 | 9 | 0.0% | 0.0% | 1214 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 93 | 9 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | Reduced | 70 | 7 | 0.0% | 0.0% | 1217 | -13 | -15.66% | Q1 2026 | May 05, 2026 |
| Gold Investment Management Ltd. | History | Added to | 59 | 5 | 0.0% | 0.0% | 1219 | +1 | 1.72% | Q1 2026 | Apr 22, 2026 |
| Front Row Advisors LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 1218 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Paladin Partners, LLC | History | No change | 56 | 5 | 0.0% | 0.0% | 1220 | 0 | 0.0% | Q1 2026 | Jun 25, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 33 | 3 | 0.0% | — | 1222 | +33 | New | Q1 2026 | Apr 24, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 35 | 3 | 0.0% | 0.0% | 1221 | +1 | 2.94% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | Reduced | 25 | 2 | 0.0% | 0.0% | 1224 | -257 | -91.13% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 15 | 2 | 0.0% | — | 1225 | +15 | New | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 22 | 2 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 19 | 1 | 0.0% | — | 1227 | +18 | 1800.0% | Q1 2026 | May 13, 2026 |
| Hanson & Doremus Investment Management | History | New | 10 | 1 | 0.0% | — | 1229 | +10 | New | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | New | 7 | 1 | 0.0% | — | 1230 | +7 | New | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 1226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 19 | 1 | 0.0% | 0.0% | 1228 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Privium Fund Management (UK) Ltd | History | Closed out | 0 | 0 | — | 97.46% | — | -1,300,000 | -100.0% | Q1 2026 | May 05, 2026 |
| Ryan Investment Management, Inc. | History | Closed out | 0 | 0 | — | 20.86% | — | -375,265 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TLWM | History | Closed out | 0 | 0 | — | 4.29% | — | -233,603 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Planning, LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -233,438 | -100.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 2.98% | — | -55,266 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Astra Wealth Partners LLC | History | Closed out | 0 | 0 | — | 3.07% | — | -51,984 | -100.0% | Q1 2026 | May 06, 2026 |
| First Pacific Advisors, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -40,837 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -33,239 | -100.0% | Q1 2026 | May 01, 2026 |
| GenWealth Group, Inc. | History | Closed out | 0 | 0 | — | 0.41% | — | -23,784 | -100.0% | Q1 2026 | May 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -14,437 | -100.0% | Q1 2026 | May 12, 2026 |
| Brio Consultants, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -13,966 | -100.0% | Q1 2026 | May 06, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.93% | — | -12,313 | -100.0% | Q1 2026 | May 11, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -12,163 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -10,949 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,675 | -100.0% | Q1 2026 | May 12, 2026 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,698 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Lumbard & Kellner, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -8,420 | -100.0% | Q1 2026 | May 15, 2026 |
| First Washington CORP | History | Closed out | 0 | 0 | — | 0.2% | — | -7,577 | -100.0% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -6,351 | -100.0% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,060 | -100.0% | Q1 2026 | May 14, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Closed out | 0 | 0 | — | 0.08% | — | -6,000 | -100.0% | Q1 2026 | May 13, 2026 |
| KDT Advisors, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -5,900 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,665 | -100.0% | Q1 2026 | May 15, 2026 |
| Perennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,471 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,387 | -100.0% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,210 | -100.0% | Q1 2026 | May 12, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,775 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Westmount Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,582 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,525 | -100.0% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,271 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,126 | -100.0% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,125 | -100.0% | Q1 2026 | May 12, 2026 |
| Compound Global Advisors, LLC | History | Closed out | 0 | 0 | — | 22.14% | — | -3,977 | -100.0% | Q1 2026 | May 07, 2026 |
| American Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,597 | -100.0% | Q1 2026 | May 14, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -3,588 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,295 | -100.0% | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -3,290 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BlackDiamond Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,204 | -100.0% | Q1 2026 | May 12, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,096 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,095 | -100.0% | Q1 2026 | Apr 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,093 | -100.0% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,024 | -100.0% | Q1 2026 | May 04, 2026 |
| Jacobi Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,001 | -100.0% | Q1 2026 | May 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,852 | -100.0% | Q1 2026 | May 08, 2026 |
| KG Capital Management | History | Closed out | 0 | 0 | — | 0.07% | — | -2,770 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,716 | -100.0% | Q1 2026 | Apr 15, 2026 |
| IMPACTfolio, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,551 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,500 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,484 | -100.0% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,461 | -100.0% | Q1 2026 | Apr 07, 2026 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,408 | -100.0% | Q1 2026 | May 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,372 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,330 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,241 | -100.0% | Q1 2026 | May 11, 2026 |
| Kellett Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,222 | -100.0% | Q1 2026 | May 04, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,105 | -100.0% | Q1 2026 | May 05, 2026 |
| ARWA LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,087 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Delta Accumulation, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,962 | -100.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,285 | -100.0% | Q1 2026 | May 04, 2026 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -650 | -100.0% | Q1 2026 | May 14, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -392 | -100.0% | Q1 2026 | May 07, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q1 2026 | May 22, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -246 | -100.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 11, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -20 | -90.91% | Q1 2026 | May 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 29, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| TopTier Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| LRZ CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |