iSHARES TRUST - SHV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 17,874,358 | 1,973,150 | 0.03% | 0.03% | 1 | -74,354 | -0.41% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 5,613,698 | 619,696 | 0.04% | 0.04% | 2 | -359,827 | -6.02% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,237,551 | 578,173 | 0.11% | 0.1% | 3 | +287,595 | 5.81% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 3,372,278 | 372,265 | 0.1% | 0.09% | 4 | +308,936 | 10.08% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,998,060 | 330,955 | 0.02% | 0.02% | 5 | -106,934 | -3.44% | Q1 2026 | May 15, 2026 |
| Marks Wealth, LLC | History | Added to | 2,158,181 | 238,241 | 62.68% | 0.32% | 6 | +2,149,614 | 25091.79% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,048,039 | 226,083 | 0.5% | 0.4% | 7 | +430,574 | 26.62% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,952,895 | 215,580 | 0.06% | 0.04% | 8 | +844,328 | 76.16% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 1,672,404 | 184,616 | 0.03% | 0.03% | 9 | -136,997 | -7.57% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,498,524 | 165,407 | 0.01% | 0.01% | 10 | -35,223 | -2.3% | Q1 2026 | May 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 1,432,889 | 157,374 | 1.1% | 1.02% | 11 | +101,184 | 7.6% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,369,661 | 151,197 | 0.03% | 0.02% | 12 | +477,064 | 53.45% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,332,318 | 147,074 | 0.05% | 0.05% | 13 | -57,271 | -4.12% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,096,052 | 121,017 | 0.03% | 0.01% | 14 | +508,522 | 86.55% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 1,034,731 | 114,223 | 6.85% | 9.48% | 15 | -381,590 | -26.94% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 999,682 | 110,084 | 0.22% | 0.24% | 16 | -630,885 | -38.69% | Q1 2026 | Apr 08, 2026 |
| FIL Ltd | History | Added to | 994,888 | 109,825 | 0.09% | 0.0% | 17 | +994,495 | 253052.16% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 884,679 | 97,661 | 0.09% | 0.09% | 18 | +11,620 | 1.33% | Q1 2026 | May 12, 2026 |
| Trust Co | History | Added to | 790,499 | 87,263 | 8.18% | 7.91% | 19 | +24,795 | 3.24% | Q1 2026 | Apr 13, 2026 |
| Americana Partners, LLC | History | Added to | 784,593 | 86,611 | 2.25% | 1.24% | 20 | +373,133 | 90.69% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 698,718 | 77,131 | 4.08% | 6.09% | 21 | -314,675 | -31.05% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Reduced | 670,664 | 74,034 | 0.15% | 0.15% | 22 | -15,972 | -2.33% | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Reduced | 651,818 | 71,954 | 0.14% | 0.15% | 23 | -54,327 | -7.69% | Q1 2026 | May 14, 2026 |
| Townsend & Associates, Inc | History | Added to | 645,959 | 71,255 | 6.15% | 6.14% | 24 | +21,620 | 3.46% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 562,738 | 62,120 | 0.07% | 0.09% | 25 | -199,771 | -26.2% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 555,335 | 61,303 | 0.11% | 0.1% | 26 | +27,265 | 5.16% | Q1 2026 | May 14, 2026 |
| Cynosure Group, LLC | History | Reduced | 546,422 | 60,319 | 7.54% | 6.26% | 27 | -12,007 | -2.15% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 540,099 | 59,621 | 0.08% | 0.08% | 28 | -22,689 | -4.03% | Q1 2026 | Apr 27, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 519,501 | 57,347 | 7.96% | 7.26% | 29 | +47,081 | 9.97% | Q1 2026 | May 14, 2026 |
| Acorns Advisers, LLC | History | Added to | 486,564 | 53,712 | 0.4% | 0.39% | 30 | +19,520 | 4.18% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 484,488 | 53,366 | 0.95% | 0.95% | 31 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 474,887 | 52,294 | 28.15% | 29.71% | 32 | -18,591 | -3.77% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 427,077 | 47,145 | 2.09% | 2.68% | 33 | -96,803 | -18.48% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 417,431 | 46,080 | 0.23% | 0.28% | 34 | -38,136 | -8.37% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 415,538 | 45,871 | 0.06% | 0.07% | 35 | -73,208 | -14.98% | Q1 2026 | Apr 27, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | New | 397,877 | 43,921 | 20.81% | — | 36 | +397,877 | New | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 393,978 | 43,491 | 0.54% | 0.51% | 37 | +37,435 | 10.5% | Q1 2026 | May 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 384,338 | 42,427 | 5.98% | 5.37% | 38 | +81,707 | 27.0% | Q1 2026 | May 08, 2026 |
| Able Wealth Management LLC | History | Added to | 384,120 | 42,402 | 11.34% | 12.9% | 39 | +13,941 | 3.77% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 380,800 | 42,036 | 0.54% | 0.36% | 40 | +155,560 | 69.06% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 366,024 | 40,409 | 0.07% | 0.06% | 41 | -30,874 | -7.78% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 357,161 | 39,427 | 0.04% | 0.05% | 42 | -7,538 | -2.07% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 352,884 | 38,955 | 0.05% | 0.08% | 43 | -116,259 | -24.78% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Reduced | 332,850 | 36,743 | 1.15% | 1.63% | 44 | -7,775 | -2.28% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 328,716 | 36,286 | 4.52% | — | 45 | +328,716 | New | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 326,348 | 36,025 | 0.44% | 0.46% | 46 | +30,822 | 10.43% | Q1 2026 | Apr 23, 2026 |
| Family Manage LLC | History | Added to | 310,017 | 34,222 | 4.1% | 4.19% | 47 | +9,158 | 3.04% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 309,732 | 34,191 | 0.09% | 0.1% | 48 | -59,998 | -16.23% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 294,329 | 32,490 | 0.43% | 0.48% | 49 | -10,588 | -3.47% | Q1 2026 | May 15, 2026 |
| Client First Capital LLC | History | Reduced | 285,502 | 31,516 | 13.67% | 15.24% | 50 | -42,774 | -13.03% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 281,409 | 31,068 | 0.05% | 0.04% | 51 | +19,604 | 7.49% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Reduced | 279,368 | 30,839 | 0.25% | 0.37% | 52 | -170,408 | -37.89% | Q1 2026 | May 08, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 277,555 | 30,639 | 0.94% | 0.99% | 53 | +6,461 | 2.38% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 267,729 | 29,554 | 0.0% | 0.0% | 54 | -68,368 | -20.34% | Q1 2026 | May 15, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 266,374 | 29,405 | 4.07% | 3.12% | 55 | +54,854 | 25.93% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 264,260 | 29,089 | 0.5% | 0.56% | 56 | -13,133 | -4.73% | Q1 2026 | May 14, 2026 |
| Bull Oak Capital, LLC | History | Added to | 254,134 | 28,053 | 10.78% | 9.96% | 57 | +32,870 | 14.86% | Q1 2026 | May 11, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 250,585 | 27,662 | 5.75% | 5.79% | 58 | -3,600 | -1.42% | Q1 2026 | May 11, 2026 |
| Blueprint Investment Partners LLC | History | New | 241,691 | 26,680 | 2.72% | — | 59 | +241,691 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 233,896 | 25,820 | 0.06% | 0.04% | 60 | +71,557 | 44.08% | Q1 2026 | Apr 22, 2026 |
| Allred Capital Management, LLC | History | Reduced | 231,639 | 25,570 | 9.31% | 9.63% | 61 | -10,062 | -4.16% | Q1 2026 | May 13, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 229,384 | 25,322 | 9.35% | 8.96% | 62 | +6,916 | 3.11% | Q1 2026 | May 07, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 228,697 | 25,245 | 19.27% | 20.25% | 63 | -15,836 | -6.48% | Q1 2026 | May 12, 2026 |
| GFS Advisors, LLC | History | Added to | 459,218 | 24,820 | 3.16% | 1.67% | 64 | +331,879 | 260.63% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 218,748 | 24,147 | 0.03% | 0.03% | 65 | -20,608 | -8.61% | Q1 2026 | May 05, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 215,694 | 23,810 | 5.26% | 7.18% | 66 | -91,211 | -29.72% | Q1 2026 | Apr 27, 2026 |
| Alpha Zero LLC | History | Added to | 213,315 | 23,547 | 11.92% | 6.97% | 67 | +97,473 | 84.14% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 199,891 | 22,065 | 0.03% | 0.03% | 68 | -13,054 | -6.13% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 190,070 | 20,981 | 0.01% | 0.02% | 69 | -99,913 | -34.45% | Q1 2026 | Apr 30, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Reduced | 187,087 | 20,652 | 21.08% | 25.16% | 70 | -39,080 | -17.28% | Q1 2026 | Apr 10, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 185,685 | 20,497 | 0.42% | 0.21% | 71 | +76,895 | 70.68% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 183,613 | 20,212 | 0.19% | 0.2% | 72 | +11,591 | 6.74% | Q1 2026 | Apr 07, 2026 |
| Sierra Legacy Group | History | Reduced | 182,409 | 20,136 | 15.36% | 15.78% | 73 | -12,734 | -6.53% | Q1 2026 | May 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 179,300 | 19,792 | 0.91% | 0.88% | 74 | -4,559 | -2.48% | Q1 2026 | May 06, 2026 |
| Norris Financial Group, LLC | History | Added to | 179,196 | 19,781 | 6.46% | 1.25% | 75 | +145,722 | 435.33% | Q1 2026 | May 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 175,976 | 19,426 | 0.04% | 0.0% | 76 | +175,493 | 36333.95% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 176,163 | 19,404 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 172,526 | 19,045 | 0.99% | 0.9% | 78 | +19,319 | 12.61% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 162,783 | 17,969 | 1.25% | 1.16% | 79 | +8,658 | 5.62% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 160,535 | 17,721 | 0.01% | 0.01% | 80 | +6,962 | 4.53% | Q1 2026 | May 07, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 158,415 | 17,487 | 4.2% | 4.24% | 81 | +320 | 0.2% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 157,317 | 17,366 | 0.0% | 0.0% | 82 | -19,438 | -11.0% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 157,040 | 17,335 | 0.04% | 0.03% | 83 | +5,561 | 3.67% | Q1 2026 | May 14, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 155,706 | 17,188 | 7.2% | 7.52% | 84 | -7,262 | -4.46% | Q1 2026 | Apr 29, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 155,474 | 17,162 | 4.04% | 3.7% | 85 | +13,748 | 9.7% | Q1 2026 | May 05, 2026 |
| M. Kulyk & Associates, LLC | History | Reduced | 155,128 | 17,124 | 3.2% | 3.41% | 86 | -7,021 | -4.33% | Q1 2026 | May 06, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 145,014 | 16,008 | 2.36% | 2.26% | 87 | +33,315 | 29.83% | Q1 2026 | Apr 27, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 144,859 | 15,991 | 3.82% | 3.3% | 88 | +11,067 | 8.27% | Q1 2026 | Apr 20, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 143,842 | 15,878 | 4.61% | 4.99% | 89 | -6,869 | -4.56% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 142,763 | 15,759 | 0.08% | 0.11% | 90 | -2,408 | -1.66% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 140,462 | 15,505 | 3.2% | 4.6% | 91 | -54,302 | -27.88% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 138,295 | 15,249 | 0.1% | 0.04% | 92 | +79,474 | 135.11% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 137,329 | 15,159 | 0.22% | 0.04% | 93 | +113,041 | 465.42% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | Added to | 134,826 | 14,887 | 0.65% | 0.65% | 94 | +2,081 | 1.57% | Q1 2026 | May 08, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 134,791 | 14,879 | 0.42% | 0.43% | 95 | -1,325 | -0.97% | Q1 2026 | May 12, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 130,628 | 14,420 | 2.48% | 2.83% | 96 | -15,747 | -10.76% | Q1 2026 | May 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 128,329 | 14,166 | 1.99% | — | 97 | +128,329 | New | Q1 2026 | Apr 30, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 128,263 | 14,158 | 1.39% | 1.32% | 98 | -3,719 | -2.82% | Q1 2026 | May 19, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 127,248 | 14,046 | 6.13% | 6.72% | 99 | -8,950 | -6.57% | Q1 2026 | May 05, 2026 |
| KWMG, LLC | History | Added to | 125,721 | 13,878 | 1.16% | 1.14% | 100 | +5,140 | 4.26% | Q1 2026 | Apr 09, 2026 |
| Trajan Wealth LLC | History | Reduced | 124,400 | 13,732 | 0.55% | 0.64% | 101 | -14,611 | -10.51% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 120,718 | 13,326 | 0.01% | 0.01% | 102 | +10,475 | 9.5% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 118,735 | 13,107 | 0.33% | 0.2% | 103 | +48,890 | 70.0% | Q1 2026 | Apr 07, 2026 |
| AMG National Trust Bank | History | Added to | 115,953 | 12,800 | 0.28% | 0.24% | 104 | +23,604 | 25.56% | Q1 2026 | May 04, 2026 |
| LM Advisors LLC | History | Reduced | 1,401 | 12,691 | 0.2% | 0.24% | 105 | -94 | -6.29% | Q1 2026 | May 13, 2026 |
| Blueprint Financial Advisors LLC | History | New | 113,465 | 12,525 | 1.86% | — | 106 | +113,465 | New | Q1 2026 | May 11, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 113,089 | 12,483 | 0.09% | 0.08% | 107 | -5,986 | -5.03% | Q1 2026 | Apr 14, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | Added to | 110,250 | 12,170 | 5.95% | 5.56% | 108 | +3,500 | 3.28% | Q1 2026 | Apr 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 109,875 | 12,129 | 0.41% | 0.31% | 109 | +33,042 | 43.0% | Q1 2026 | Apr 20, 2026 |
| Lee Financial Co | History | Reduced | 109,121 | 12,045 | 1.7% | 2.2% | 110 | -38,703 | -26.18% | Q1 2026 | Apr 13, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 107,026 | 11,814 | 2.7% | 2.63% | 111 | -886 | -0.82% | Q1 2026 | Apr 30, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 106,369 | 11,725 | 8.18% | 7.88% | 112 | +13,571 | 14.62% | Q1 2026 | Apr 21, 2026 |
| MAYPORT, LLC | History | Added to | 105,240 | 11,617 | 2.16% | 2.33% | 113 | +444 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 104,097 | 11,491 | 2.53% | 3.1% | 114 | -20,779 | -16.64% | Q1 2026 | Apr 14, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 101,407 | 11,194 | 4.63% | 1.94% | 115 | +55,917 | 122.92% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 101,108 | 11,161 | 0.06% | 0.05% | 116 | +13,718 | 15.7% | Q1 2026 | May 08, 2026 |
| Farringdon Capital, Ltd. | History | No change | 95,088 | 10,496 | 2.3% | 2.57% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 94,040 | 10,381 | 0.12% | 0.03% | 118 | +72,090 | 328.43% | Q1 2026 | May 08, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 93,278 | 10,296 | 1.82% | 1.74% | 119 | +6,041 | 6.92% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 90,692 | 10,011 | 0.08% | 0.02% | 120 | +64,327 | 243.99% | Q1 2026 | Apr 07, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 90,648 | 10,006 | 3.72% | 1.57% | 121 | +51,232 | 129.98% | Q1 2026 | Apr 06, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 90,593 | 10,000 | 2.81% | 2.64% | 122 | +3,121 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 90,540 | 9,994 | 0.75% | 0.66% | 123 | -8,078 | -8.19% | Q1 2026 | May 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 90,487 | 9,988 | 0.35% | 0.33% | 124 | +4,140 | 4.79% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Added to | 90,099 | 9,945 | 0.54% | 0.3% | 125 | +27,611 | 44.19% | Q1 2026 | May 14, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 88,764 | 9,798 | 3.16% | 1.87% | 126 | +35,226 | 65.8% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 88,398 | 9,737 | 0.0% | 0.0% | 127 | +74,017 | 514.69% | Q1 2026 | May 15, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 85,491 | 9,437 | 5.06% | 6.15% | 128 | -18,505 | -17.79% | Q1 2026 | Apr 13, 2026 |
| Aegis Wealth Management LLC | History | Added to | 84,398 | 9,316 | 5.33% | 5.22% | 129 | +509 | 0.61% | Q1 2026 | Apr 22, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 83,399 | 9,206 | 0.89% | 2.01% | 130 | -113,190 | -57.58% | Q1 2026 | May 06, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 82,208 | 9,074 | 7.69% | 8.53% | 131 | -17,870 | -17.86% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 81,580 | 9,005 | 0.03% | 0.03% | 132 | +4,561 | 5.92% | Q1 2026 | Apr 30, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 81,573 | 8,985 | 0.67% | 0.67% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | Added to | 81,047 | 8,946 | 0.94% | 0.97% | 134 | +4,477 | 5.85% | Q1 2026 | Apr 29, 2026 |
| One Day In July LLC | History | Reduced | 80,578 | 8,894 | 0.71% | 0.75% | 135 | -1,968 | -2.38% | Q1 2026 | May 05, 2026 |
| Apex Wealth Management, LLC | History | Added to | 80,391 | 8,874 | 6.09% | 5.71% | 136 | +29,406 | 57.68% | Q1 2026 | Apr 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 80,359 | 8,871 | 0.28% | 0.08% | 137 | +57,417 | 250.27% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | New | 79,640 | 8,791 | 0.05% | — | 138 | +79,640 | New | Q1 2026 | May 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 78,676 | 8,685 | 2.95% | 2.97% | 139 | +1,665 | 2.16% | Q1 2026 | Apr 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 77,765 | 8,584 | 0.05% | 0.0% | 140 | +70,276 | 938.39% | Q1 2026 | Apr 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 77,423 | 8,546 | 0.92% | 1.01% | 141 | -9,106 | -10.52% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 77,351 | 8,538 | 0.23% | 0.08% | 142 | +48,637 | 169.38% | Q1 2026 | Apr 27, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Added to | 77,279 | 8,530 | 3.95% | 1.54% | 143 | +48,804 | 171.39% | Q1 2026 | Apr 13, 2026 |
| Pacifica Partners Inc. | History | Added to | 76,942 | 8,493 | 2.82% | 3.32% | 144 | +9,186 | 13.56% | Q1 2026 | Apr 09, 2026 |
| VanWeelden Wealth Management, LLC | History | Reduced | 74,648 | 8,240 | 6.57% | 6.63% | 145 | -2,008 | -2.62% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 73,522 | 8,116 | 0.0% | 0.0% | 146 | +72,069 | 4960.01% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 72,933 | 8,051 | 0.15% | 0.16% | 147 | -5,625 | -7.16% | Q1 2026 | Apr 17, 2026 |
| UNITED BANK | History | Reduced | 72,290 | 7,980 | 1.02% | 1.06% | 148 | -518 | -0.71% | Q1 2026 | May 11, 2026 |
| GatePass Capital, LLC | History | Reduced | 71,235 | 7,863 | 3.67% | 4.39% | 149 | -6,050 | -7.83% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 70,814 | 7,817 | 0.0% | 0.0% | 150 | +39,618 | 127.0% | Q1 2026 | May 11, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 70,064 | 7,734 | 2.96% | 2.84% | 151 | +3,800 | 5.73% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 68,152 | 7,523 | 0.17% | 0.17% | 152 | -2,538 | -3.59% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | New | 67,543 | 7,456 | 0.07% | — | 153 | +67,543 | New | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 67,205 | 7,418 | 0.0% | — | 154 | +67,205 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 67,174 | 7,415 | 0.02% | 0.02% | 155 | -3,123 | -4.44% | Q1 2026 | May 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 66,874 | 7,382 | 0.06% | 0.08% | 156 | -18,453 | -21.63% | Q1 2026 | May 07, 2026 |
| Pacific Center for Financial Services | History | Added to | 66,600 | 7,352 | 1.86% | 0.05% | 157 | +64,715 | 3433.16% | Q1 2026 | May 12, 2026 |
| Climber Capital SA | History | Reduced | 66,175 | 7,301 | 4.78% | 4.77% | 158 | -20,435 | -23.59% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 66,118 | 7,298 | 0.0% | 0.01% | 159 | -68,776 | -50.99% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 65,940 | 7,279 | 0.08% | 0.04% | 160 | +31,614 | 92.1% | Q1 2026 | May 05, 2026 |
| Luminist Capital LLC | History | Added to | 65,760 | 7,259 | 9.65% | 5.68% | 161 | +23,923 | 57.18% | Q1 2026 | Apr 24, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 64,616 | 7,132 | 2.97% | 2.91% | 162 | +1,699 | 2.7% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Added to | 64,082 | 7,074 | 0.67% | 0.67% | 163 | +1,498 | 2.39% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 63,584 | 7,019 | 0.15% | 0.14% | 164 | +3,667 | 6.12% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 62,722 | 6,923 | 0.04% | 0.04% | 165 | -7,882 | -11.16% | Q1 2026 | May 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 62,582 | 6,908 | 0.68% | 0.47% | 166 | +19,332 | 44.7% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 61,802 | 6,822 | 0.07% | 0.01% | 167 | +59,753 | 2916.2% | Q1 2026 | May 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 61,651 | 6,788 | 1.52% | 1.65% | 168 | +591 | 0.97% | Q1 2026 | May 08, 2026 |
| Vernal Point Advisors, LLC | History | Reduced | 61,001 | 6,733 | 2.74% | 2.87% | 169 | -2,236 | -3.54% | Q1 2026 | May 14, 2026 |
| BDFS Capital LLC | History | Added to | 60,532 | 6,682 | 3.22% | 3.25% | 170 | +2,051 | 3.51% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 60,186 | 6,642 | 0.0% | 0.0% | 171 | +8,539 | 16.53% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 59,713 | 6,591 | 0.05% | 0.06% | 172 | +14,416 | 31.83% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 59,463 | 6,564 | 0.04% | 0.04% | 173 | -1,140 | -1.88% | Q1 2026 | Apr 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 59,386 | 6,555 | 0.03% | 0.03% | 174 | -5,326 | -8.23% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 59,182 | 6,533 | 0.19% | 0.18% | 175 | +2,079 | 3.64% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 58,870 | 6,498 | 0.13% | 0.18% | 176 | -14,021 | -19.24% | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 58,765 | 6,487 | 0.58% | 0.16% | 177 | +33,733 | 134.76% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 57,999 | 6,402 | 0.04% | 0.03% | 178 | +19,051 | 48.91% | Q1 2026 | May 05, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 57,957 | 6,397 | 0.24% | 0.24% | 179 | +339 | 0.59% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 57,140 | 6,307 | 0.02% | 0.02% | 180 | +10,305 | 22.0% | Q1 2026 | Apr 24, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 56,489 | 6,235 | 0.87% | 0.82% | 181 | +4,425 | 8.5% | Q1 2026 | Apr 21, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 56,096 | 6,192 | 4.69% | 6.09% | 182 | -10,208 | -15.4% | Q1 2026 | Apr 27, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 56,064 | 6,188 | 2.8% | 2.59% | 183 | +1,120 | 2.04% | Q1 2026 | May 13, 2026 |
| Asset One Wealth Management LLC | History | Added to | 55,894 | 6,164 | 0.68% | 0.82% | 184 | +1,553 | 2.86% | Q1 2026 | May 12, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 55,611 | 6,138 | 1.02% | 0.98% | 185 | +2,591 | 4.89% | Q1 2026 | Apr 29, 2026 |
| RIA Advisory Group LLC | History | Added to | 55,576 | 6,135 | 1.46% | 1.43% | 186 | +1,589 | 2.94% | Q1 2026 | Apr 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 54,088 | 5,957 | 1.73% | 1.73% | 187 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 52,750 | 5,822 | 0.0% | — | 188 | +52,750 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 52,175 | 5,759 | 0.02% | 0.02% | 189 | +5,835 | 12.59% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | New | 51,667 | 5,703 | 0.07% | — | 190 | +51,667 | New | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 51,620 | 5,698 | 0.28% | 0.29% | 191 | -2,344 | -4.34% | Q1 2026 | May 04, 2026 |
| Spartan Planning & Wealth Management | History | Added to | 51,572 | 5,693 | 4.21% | 0.25% | 192 | +48,493 | 1574.96% | Q1 2026 | Apr 16, 2026 |
| Purewater Capital LLC | History | New | 51,563 | 5,692 | 5.45% | — | 193 | +51,563 | New | Q1 2026 | May 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 51,532 | 5,688 | 5.1% | 0.68% | 194 | +44,508 | 633.66% | Q1 2026 | Apr 21, 2026 |
| Calamos Advisors LLC | History | New | 51,516 | 5,686 | 0.02% | — | 196 | +51,516 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 51,516 | 5,686 | 0.2% | 0.21% | 195 | -3,347 | -6.1% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 51,178 | 5,649 | 0.03% | 0.03% | 197 | +2,786 | 5.76% | Q1 2026 | Apr 24, 2026 |
| American Investment Services, Inc. | History | Added to | 51,075 | 5,638 | 1.26% | 1.28% | 198 | +966 | 1.93% | Q1 2026 | May 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | New | 51,027 | 5,632 | 0.91% | — | 199 | +51,027 | New | Q1 2026 | May 08, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 50,864 | 5,614 | 2.1% | 2.07% | 200 | -1,037 | -2.0% | Q1 2026 | May 18, 2026 |
| Baring Financial LLC | History | Added to | 49,159 | 5,426 | 3.32% | 3.11% | 201 | +2,758 | 5.94% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 48,783 | 5,385 | 0.01% | 0.01% | 202 | -44 | -0.09% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 47,935 | 5,291 | 0.31% | 0.3% | 203 | +2,054 | 4.48% | Q1 2026 | Apr 29, 2026 |
| Hixon Zuercher, LLC | History | Added to | 47,842 | 5,281 | 1.64% | 1.59% | 204 | +325 | 0.68% | Q1 2026 | Apr 20, 2026 |
| North Star Investment Management Corp. | History | Added to | 47,389 | 5,231 | 0.32% | 0.1% | 205 | +32,341 | 214.92% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Reduced | 46,591 | 5,143 | 0.03% | 0.04% | 206 | -9,742 | -17.29% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 45,907 | 5,067 | 0.1% | 0.09% | 207 | +4,903 | 11.96% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 45,709 | 5,045 | 0.03% | 0.01% | 208 | +33,229 | 266.26% | Q1 2026 | May 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 45,337 | 4,994 | 0.76% | 0.88% | 209 | -5,089 | -10.09% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 44,719 | 4,924 | 0.01% | 0.0% | 210 | +14,286 | 46.94% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 44,338 | 4,894 | 0.04% | 0.03% | 211 | +3,363 | 8.21% | Q1 2026 | May 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 44,041 | 4,861 | 0.84% | 0.75% | 212 | +5,635 | 14.67% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 43,150 | 4,763 | 0.11% | 0.08% | 213 | +13,495 | 45.51% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 42,511 | 4,692 | 0.27% | 0.1% | 214 | +27,104 | 175.92% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 42,329 | 4,672 | 0.03% | 0.03% | 215 | +348 | 0.83% | Q1 2026 | Apr 27, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 41,190 | 4,546 | 0.34% | 0.48% | 216 | -17,446 | -29.75% | Q1 2026 | Apr 16, 2026 |
| Forum Financial Management, LP | History | Added to | 41,066 | 4,533 | 0.06% | 0.05% | 217 | +7,518 | 22.41% | Q1 2026 | Apr 23, 2026 |
| EFG International AG | History | Added to | 38,967 | 4,301 | 0.09% | 0.08% | 218 | +859 | 2.25% | Q1 2026 | May 15, 2026 |
| Cadia Private Client LLC | History | Reduced | 38,604 | 4,261 | 3.46% | 3.4% | 219 | -282 | -0.73% | Q1 2026 | May 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 38,588 | 4,259 | 0.11% | 0.1% | 220 | +1,478 | 3.98% | Q1 2026 | Apr 29, 2026 |
| Walker Financial Services, Inc. | History | Added to | 37,666 | 4,157 | 1.42% | 1.48% | 221 | +576 | 1.55% | Q1 2026 | Apr 29, 2026 |
| INVESTMENT HOUSE LLC | History | Added to | 37,557 | 4,145 | 0.22% | 0.19% | 222 | +1,391 | 3.85% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 37,398 | 4,128 | 0.03% | 0.03% | 223 | +121 | 0.32% | Q1 2026 | May 01, 2026 |
| Ridgewood Investments LLC | History | New | 37,315 | 4,119 | 1.68% | — | 224 | +37,315 | New | Q1 2026 | Apr 03, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 37,117 | 4,097 | 0.5% | 0.46% | 225 | +3,626 | 10.83% | Q1 2026 | May 14, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 37,060 | 4,091 | 0.25% | 0.25% | 226 | -622 | -1.65% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 36,622 | 4,042 | 0.08% | 0.09% | 227 | -2,408 | -6.17% | Q1 2026 | Apr 27, 2026 |
| Trilogy Capital Inc. | History | Reduced | 35,742 | 3,945 | 0.17% | 0.21% | 228 | -6,302 | -14.99% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 35,420 | 3,910 | 0.07% | 0.08% | 229 | -5,344 | -13.11% | Q1 2026 | May 07, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Added to | 35,212 | 3,886 | 0.93% | 1.0% | 230 | +2,147 | 6.49% | Q1 2026 | May 07, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 35,155 | 3,880 | 0.66% | 0.51% | 231 | +820 | 2.39% | Q1 2026 | Apr 22, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 34,388 | 3,796 | 1.98% | 1.88% | 232 | -1,410 | -3.94% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 34,315 | 3,787 | 0.01% | 0.01% | 233 | +21,887 | 176.11% | Q1 2026 | May 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 34,211 | 3,776 | 0.7% | 0.68% | 234 | +1,646 | 5.05% | Q1 2026 | Apr 15, 2026 |
| Jordan Park Group LLC | History | New | 31,223 | 3,741 | 0.2% | — | 235 | +31,223 | New | Q1 2026 | May 11, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 33,280 | 3,673 | 1.91% | 1.91% | 236 | +131 | 0.4% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 33,188 | 3,663 | 0.26% | 0.29% | 237 | -3,022 | -8.35% | Q1 2026 | May 12, 2026 |
| Heartland Bank & Trust Co | History | Added to | 32,982 | 3,640 | 0.82% | 0.86% | 238 | +14,483 | 78.29% | Q1 2026 | May 06, 2026 |
| GWN SECURITIES INC. | History | Reduced | 31,930 | 3,524 | 0.67% | 0.94% | 239 | -10,245 | -24.29% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 31,845 | 3,515 | 0.51% | 0.27% | 240 | +15,329 | 92.81% | Q1 2026 | May 13, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 31,821 | 3,512 | 2.42% | 1.4% | 241 | -2,291 | -6.72% | Q1 2026 | Apr 24, 2026 |
| Ascent Group, LLC | History | Added to | 31,273 | 3,452 | 0.12% | 0.11% | 242 | +855 | 2.81% | Q1 2026 | May 15, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 31,231 | 3,447 | 0.45% | 0.65% | 243 | -14,675 | -31.97% | Q1 2026 | Apr 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 31,125 | 3,435 | 0.39% | 0.38% | 244 | -734 | -2.3% | Q1 2026 | Apr 24, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 30,842 | 3,404 | 0.17% | 0.19% | 245 | -4,439 | -12.58% | Q1 2026 | May 07, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 30,268 | 3,341 | 0.67% | 0.63% | 246 | -3,916 | -11.46% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,709 | 3,279 | 0.11% | 0.15% | 247 | -9,376 | -23.99% | Q1 2026 | Apr 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 29,618 | 3,270 | 0.83% | 0.06% | 248 | +27,131 | 1090.91% | Q1 2026 | May 08, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 29,625 | 3,270 | 0.35% | 0.33% | 249 | +1,649 | 5.89% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 28,680 | 3,166 | 0.05% | 0.06% | 250 | +606 | 2.16% | Q1 2026 | Apr 20, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 28,300 | 3,124 | 1.64% | 1.18% | 251 | +262 | 0.93% | Q1 2026 | May 14, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 27,749 | 3,063 | 1.28% | 1.32% | 252 | -1,084 | -3.76% | Q1 2026 | Apr 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 26,708 | 2,948 | 1.23% | 0.38% | 253 | +18,790 | 237.31% | Q1 2026 | May 06, 2026 |
| Net Worth Advisory Group | History | Reduced | 26,633 | 2,939 | 0.61% | 0.71% | 254 | -5,299 | -16.59% | Q1 2026 | May 05, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 26,409 | 2,915 | 0.52% | 0.52% | 255 | +278 | 1.06% | Q1 2026 | Apr 29, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 26,211 | 2,893 | 0.36% | 0.42% | 256 | -3,190 | -10.85% | Q1 2026 | Apr 23, 2026 |
| Argent Advisors, Inc. | History | Reduced | 26,181 | 2,890 | 0.79% | 1.11% | 257 | -10,002 | -27.64% | Q1 2026 | Apr 24, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 26,045 | 2,875 | 0.26% | 0.63% | 258 | -41,515 | -61.45% | Q1 2026 | Apr 30, 2026 |
| Fermata Advisors, LLC | History | Added to | 25,881 | 2,857 | 0.64% | 0.46% | 260 | +8,378 | 47.87% | Q1 2026 | Apr 08, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 25,888 | 2,857 | 0.15% | 0.22% | 259 | -2,939 | -10.2% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 25,703 | 2,837 | 0.01% | 0.02% | 261 | -1,593 | -5.84% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,642 | 2,830 | 0.05% | 0.05% | 262 | +781 | 3.14% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 25,399 | 2,803 | 0.0% | 0.0% | 263 | -1,203 | -4.52% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 25,326 | 2,795 | 0.2% | 0.17% | 264 | +4,488 | 21.54% | Q1 2026 | May 05, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 24,400 | 2,693 | 1.08% | 0.58% | 265 | +11,320 | 86.54% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 24,383 | 2,691 | 0.02% | 0.02% | 266 | +290 | 1.2% | Q1 2026 | May 15, 2026 |
| Delta Investment Management, LLC | History | Reduced | 24,354 | 2,688 | 0.48% | 0.48% | 267 | -655 | -2.62% | Q1 2026 | May 12, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 24,322 | 2,684 | 2.46% | 2.42% | 268 | -858 | -3.41% | Q1 2026 | Apr 29, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 24,317 | 2,683 | 0.9% | 1.16% | 269 | -7,322 | -23.14% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,092 | 2,659 | 0.1% | 0.02% | 270 | +19,421 | 415.78% | Q1 2026 | May 19, 2026 |
| Core Wealth Partners LLC | History | Reduced | 23,950 | 2,643 | 1.23% | 1.25% | 271 | -1,194 | -4.75% | Q1 2026 | May 08, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Added to | 23,767 | 2,624 | 0.36% | 0.22% | 272 | +8,187 | 52.55% | Q1 2026 | Apr 15, 2026 |
| Clark Capital Management Group, Inc. | History | New | 23,758 | 2,622 | 0.02% | — | 273 | +23,758 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 23,674 | 2,613 | 0.06% | 0.09% | 274 | -10,249 | -30.21% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 23,627 | 2,608 | 0.09% | 0.09% | 275 | -1,271 | -5.1% | Q1 2026 | Apr 22, 2026 |
| Madson Wealth Advisors Inc | History | New | 23,374 | 2,580 | 2.15% | — | 276 | +23,374 | New | Q1 2026 | Apr 21, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 22,887 | 2,526 | 5.9% | — | 277 | +22,887 | New | Q1 2026 | May 07, 2026 |
| Formidable Asset Management, LLC | History | Added to | 22,860 | 2,518 | 0.39% | 0.11% | 278 | +15,995 | 232.99% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 22,441 | 2,477 | 0.01% | 0.01% | 279 | -273 | -1.2% | Q1 2026 | May 08, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 22,437 | 2,476 | 0.57% | 0.46% | 280 | +4,284 | 23.6% | Q1 2026 | Apr 28, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 22,425 | 2,475 | 0.49% | 0.45% | 281 | +2,043 | 10.02% | Q1 2026 | May 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 22,079 | 2,437 | 2.05% | 2.18% | 282 | -1,853 | -7.74% | Q1 2026 | May 15, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 22,021 | 2,430 | 1.21% | 1.14% | 283 | +1,269 | 6.12% | Q1 2026 | Apr 23, 2026 |
| AXS Investments LLC | History | Added to | 21,803 | 2,406 | 0.97% | 0.39% | 284 | +11,503 | 111.68% | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 21,749 | 2,400 | 0.08% | 0.04% | 285 | +2,267 | 11.64% | Q1 2026 | Apr 29, 2026 |
| Weaver Consulting Group | History | Reduced | 21,688 | 2,394 | 0.57% | 0.64% | 286 | -2,214 | -9.26% | Q1 2026 | May 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 21,054 | 2,324 | 0.38% | 0.39% | 287 | -368 | -1.72% | Q1 2026 | May 12, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 21,005 | 2,318 | 0.34% | 0.33% | 288 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 20,841 | 2,296 | 0.68% | 0.67% | 289 | +131 | 0.63% | Q1 2026 | Apr 16, 2026 |
| Realta Investment Advisors | History | Added to | 20,674 | 2,282 | 0.79% | 0.73% | 290 | +559 | 2.78% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Reduced | 20,316 | 2,242 | 0.07% | 0.07% | 292 | -891 | -4.2% | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | Reduced | 20,317 | 2,242 | 0.15% | 0.18% | 291 | -80 | -0.39% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 20,283 | 2,239 | 0.25% | 0.26% | 293 | -591 | -2.83% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,217 | 2,231 | 0.02% | 0.01% | 294 | +8,639 | 74.62% | Q1 2026 | Apr 20, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 20,092 | 2,213 | 1.38% | 1.38% | 295 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,032 | 2,211 | 0.04% | 0.03% | 296 | +4,041 | 25.27% | Q1 2026 | Apr 14, 2026 |
| Destination Wealth Management | History | Added to | 19,900 | 2,196 | 0.06% | 0.05% | 297 | +3,322 | 20.04% | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 19,446 | 2,146 | 1.23% | 0.95% | 298 | +4,340 | 28.73% | Q1 2026 | Apr 08, 2026 |
| Financial Plan, Inc. | History | Reduced | 19,275 | 2,127 | 0.23% | 0.25% | 299 | -667 | -3.34% | Q1 2026 | Apr 24, 2026 |
| Abacus Planning Group, Inc. | History | No change | 19,120 | 2,110 | 0.28% | 0.28% | 300 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HFG Advisors, Inc. | History | Added to | 18,428 | 2,034 | 1.43% | 1.43% | 301 | +527 | 2.94% | Q1 2026 | May 08, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 18,360 | 2,026 | 1.71% | 1.23% | 302 | +5,340 | 41.01% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 18,403 | 2,024 | 0.01% | 0.01% | 303 | +1,171 | 6.8% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 18,154 | 2,004 | 0.0% | 0.0% | 304 | -128 | -0.7% | Q1 2026 | May 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 18,052 | 1,992 | 0.54% | 0.63% | 305 | -5,091 | -22.0% | Q1 2026 | Apr 28, 2026 |
| ASPIRIANT, LLC | History | Reduced | 17,831 | 1,968 | 0.06% | 0.06% | 306 | -101 | -0.56% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,793 | 1,964 | 0.0% | — | 307 | +17,793 | New | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 17,759 | 1,960 | 0.13% | 0.08% | 308 | +9,171 | 106.79% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,325 | 1,912 | 0.01% | 0.01% | 309 | +10,681 | 160.76% | Q1 2026 | May 15, 2026 |
| GenWealth Group, Inc. | History | Reduced | 17,205 | 1,899 | 0.32% | 0.33% | 310 | -541 | -3.05% | Q1 2026 | May 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 16,942 | 1,870 | 0.25% | 0.25% | 311 | +861 | 5.35% | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Advisors, LLC | History | Reduced | 16,903 | 1,865 | 0.95% | 1.24% | 312 | -126 | -0.74% | Q1 2026 | May 06, 2026 |
| Vise Technologies, Inc. | History | No change | 16,763 | 1,846 | 0.04% | 0.04% | 313 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 16,679 | 1,841 | 0.7% | 0.35% | 314 | +8,030 | 92.84% | Q1 2026 | May 14, 2026 |
| Perennial Advisors, LLC | History | Added to | 16,513 | 1,822 | 0.31% | 0.27% | 315 | +2,082 | 14.43% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,479 | 1,819 | 0.0% | 0.0% | 316 | +11,503 | 231.17% | Q1 2026 | May 14, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 16,363 | 1,806 | 1.01% | 2.06% | 317 | -18,265 | -52.75% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 16,343 | 1,804 | 0.09% | 0.07% | 318 | +3,004 | 22.52% | Q1 2026 | May 18, 2026 |
| Financial Management Professionals, Inc. | History | No change | 16,221 | 1,790 | 0.2% | 0.18% | 319 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 16,215 | 1,789 | 0.05% | 0.05% | 320 | -1,063 | -6.15% | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 16,184 | 1,786 | 0.1% | 0.22% | 321 | -20,572 | -55.97% | Q1 2026 | May 08, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 15,775 | 1,741 | 0.36% | 0.31% | 322 | +2,491 | 18.75% | Q1 2026 | Apr 20, 2026 |
| LightSquare Wealth Management, LLC | History | New | 15,605 | 1,722 | 1.29% | — | 323 | +15,605 | New | Q1 2026 | May 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 15,390 | 1,698 | 0.21% | 0.25% | 324 | -2,800 | -15.39% | Q1 2026 | Apr 08, 2026 |
| SVB WEALTH LLC | History | Reduced | 15,379 | 1,697 | 0.11% | 0.12% | 325 | -2,801 | -15.41% | Q1 2026 | Apr 17, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 15,222 | 1,680 | 0.26% | 0.26% | 326 | -30 | -0.2% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Reduced | 15,100 | 1,666 | 0.01% | 0.01% | 327 | -1,358 | -8.25% | Q1 2026 | May 14, 2026 |
| Balentine LLC | History | No change | 15,026 | 1,658 | 0.07% | 0.06% | 328 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 14,964 | 1,651 | 0.1% | 0.1% | 329 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 14,910 | 1,645 | 0.05% | 0.04% | 330 | +1,162 | 8.45% | Q1 2026 | May 12, 2026 |
| Prosperity Advisers, LLC | History | Reduced | 14,904 | 1,645 | 1.37% | 1.38% | 331 | -263 | -1.73% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 14,882 | 1,642 | 0.01% | 0.01% | 332 | -390 | -2.55% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 14,674 | 1,619 | 0.41% | 0.37% | 333 | +1,571 | 11.99% | Q1 2026 | Apr 17, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 14,624 | 1,614 | 0.15% | 0.25% | 334 | -9,971 | -40.54% | Q1 2026 | May 11, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 14,538 | 1,604 | 0.77% | 0.78% | 335 | +39 | 0.27% | Q1 2026 | May 08, 2026 |
| Latitude Advisors, LLC | History | New | 14,370 | 1,586 | 0.73% | — | 336 | +14,370 | New | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 14,118 | 1,558 | 0.02% | 0.01% | 337 | +7,825 | 124.34% | Q1 2026 | Apr 16, 2026 |
| Bosman Wealth Management, LLC | History | Reduced | 14,051 | 1,551 | 1.36% | 1.28% | 338 | -150 | -1.06% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Added to | 13,862 | 1,530 | 0.08% | 0.02% | 339 | +9,335 | 206.21% | Q1 2026 | Apr 28, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 13,867 | 1,530 | 1.43% | 1.63% | 340 | -2,443 | -14.98% | Q1 2026 | May 08, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 13,735 | 1,516 | 1.02% | 1.15% | 341 | -2,039 | -12.93% | Q1 2026 | May 07, 2026 |
| Estate Counselors, LLC | History | Reduced | 13,700 | 1,512 | 0.13% | 0.66% | 342 | -57,720 | -80.82% | Q1 2026 | May 15, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 13,530 | 1,491 | 0.47% | 0.51% | 343 | +90 | 0.67% | Q1 2026 | Apr 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 13,498 | 1,490 | 0.02% | 0.04% | 344 | -9,654 | -41.7% | Q1 2026 | Apr 21, 2026 |
| Wick Capital Partners, LLC | History | Added to | 13,419 | 1,481 | 0.27% | 0.25% | 345 | +519 | 4.02% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 13,294 | 1,467 | 0.22% | 0.25% | 346 | -1,715 | -11.43% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 13,070 | 1,442 | 0.0% | 0.0% | 347 | +1,788 | 15.85% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,049 | 1,440 | 0.0% | 0.0% | 348 | +10,672 | 448.97% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 12,991 | 1,434 | 0.0% | 0.0% | 349 | -4,444 | -25.49% | Q1 2026 | May 14, 2026 |
| Courage Miller Partners, LLC | History | Added to | 12,575 | 1,388 | 0.39% | 0.3% | 350 | +3,392 | 36.94% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 12,572 | 1,387 | 0.02% | 0.01% | 351 | +4,730 | 60.32% | Q1 2026 | Apr 27, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 12,321 | 1,360 | 0.51% | 0.49% | 352 | -468 | -3.66% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 12,221 | 1,349 | 0.07% | 0.07% | 353 | +67 | 0.55% | Q1 2026 | May 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 12,077 | 1,333 | 0.82% | 1.53% | 355 | -10,069 | -45.47% | Q1 2026 | Apr 22, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 12,078 | 1,333 | 0.73% | 0.72% | 354 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Burford Brothers, Inc. | History | New | 12,009 | 1,325 | 0.54% | — | 356 | +12,009 | New | Q1 2026 | Apr 27, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 11,906 | 1,314 | 0.25% | 0.29% | 357 | -1,015 | -7.86% | Q1 2026 | Apr 20, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 11,862 | 1,309 | 0.35% | 0.29% | 358 | +1,732 | 17.1% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 11,825 | 1,305 | 0.07% | 0.01% | 359 | +9,605 | 432.66% | Q1 2026 | Apr 30, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 11,822 | 1,304 | 0.13% | 0.11% | 360 | +1,363 | 13.03% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,802 | 1,302 | 0.02% | 0.02% | 361 | +2,615 | 28.46% | Q1 2026 | May 18, 2026 |
| Western Financial Corp/CA | History | Reduced | 11,756 | 1,297 | 0.51% | 0.53% | 362 | -470 | -3.84% | Q1 2026 | Apr 22, 2026 |
| Advisory Alpha, LLC | History | Reduced | 11,721 | 1,293 | 0.04% | 0.04% | 363 | -93 | -0.79% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 11,738 | 1,292 | 0.08% | 0.08% | 364 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 11,661 | 1,287 | 0.74% | 0.65% | 365 | +1,271 | 12.23% | Q1 2026 | May 13, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 11,530 | 1,269 | 0.38% | 0.38% | 366 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Crews Bank & Trust | History | Reduced | 11,478 | 1,267 | 0.18% | 0.19% | 367 | -590 | -4.89% | Q1 2026 | May 13, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 11,401 | 1,255 | 0.16% | 0.16% | 368 | -80 | -0.7% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,307 | 1,248 | 0.02% | 0.02% | 369 | -105 | -0.92% | Q1 2026 | Apr 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 11,121 | 1,227 | 0.0% | 0.0% | 370 | -362 | -3.15% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 11,118 | 1,227 | 0.03% | 0.04% | 371 | +45 | 0.41% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 11,114 | 1,226 | 0.61% | 0.52% | 373 | +1,213 | 12.25% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,113 | 1,226 | 0.04% | 0.04% | 372 | +834 | 8.11% | Q1 2026 | May 14, 2026 |
| Darden Wealth Group Inc | History | Reduced | 10,813 | 1,193 | 0.61% | 0.59% | 374 | -191 | -1.74% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,758 | 1,187 | 0.03% | 0.04% | 375 | -1,330 | -11.0% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Reduced | 10,657 | 1,176 | 0.01% | 0.02% | 376 | -310 | -2.83% | Q1 2026 | May 12, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 10,640 | 1,174 | 0.11% | 0.12% | 377 | -637 | -5.65% | Q1 2026 | Apr 13, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 10,625 | 1,172 | 0.27% | 0.27% | 378 | -185 | -1.71% | Q1 2026 | Apr 15, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 10,524 | 1,161 | 0.24% | 0.27% | 379 | -2 | -0.02% | Q1 2026 | May 06, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 10,510 | 1,160 | 0.09% | 0.09% | 380 | -200 | -1.87% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 10,488 | 1,157 | 0.0% | 0.0% | 381 | -6,998 | -40.02% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 10,473 | 1,156 | 0.08% | 0.08% | 382 | -430 | -3.94% | Q1 2026 | Apr 20, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 10,449 | 1,153 | 0.06% | 0.08% | 383 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 10,333 | 1,140 | 0.01% | 0.01% | 384 | -1,376 | -11.75% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,249 | 1,131 | 0.13% | — | 385 | +10,249 | New | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 10,203 | 1,124 | 0.11% | 0.12% | 386 | +317 | 3.21% | Q1 2026 | May 15, 2026 |
| Leelyn Smith, LLC | History | Added to | 10,159 | 1,121 | 0.16% | 0.11% | 387 | +3,089 | 43.69% | Q1 2026 | Apr 27, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 9,858 | 1,088 | 0.74% | 0.77% | 388 | +48 | 0.49% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,683 | 1,068 | 0.01% | 0.0% | 389 | +8,019 | 481.91% | Q1 2026 | May 11, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 9,544 | 1,053 | 0.57% | 0.63% | 390 | -660 | -6.47% | Q1 2026 | Apr 27, 2026 |
| Navigate Wealth Management, LLC | History | New | 9,475 | 1,045 | 0.73% | — | 391 | +9,475 | New | Q1 2026 | Apr 27, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 9,460 | 1,044 | 0.38% | 0.38% | 392 | -187 | -1.94% | Q1 2026 | Apr 16, 2026 |
| Concord Wealth Partners | History | Reduced | 9,430 | 1,041 | 0.14% | 4.18% | 393 | -282,352 | -96.77% | Q1 2026 | May 01, 2026 |
| KDT Advisors, LLC | History | Reduced | 9,409 | 1,038 | 1.65% | 2.61% | 394 | -7,483 | -44.3% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Added to | 9,402 | 1,037 | 0.2% | 0.2% | 395 | +299 | 3.28% | Q1 2026 | May 07, 2026 |
| Intellus Advisors LLC | History | Added to | 9,381 | 1,035 | 0.14% | 0.07% | 396 | +4,302 | 84.7% | Q1 2026 | May 07, 2026 |
| Elevation Capital Advisory, LLC | History | New | 9,365 | 1,033 | 0.44% | — | 397 | +9,365 | New | Q1 2026 | May 08, 2026 |
| Arkos Global Advisors | History | No change | 9,258 | 1,022 | 0.13% | 0.13% | 398 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 9,235 | 1,019 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 9,125 | 1,007 | 0.34% | 0.38% | 400 | -269 | -2.86% | Q1 2026 | Apr 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 9,119 | 1,006 | 0.21% | 0.21% | 401 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 9,063 | 1,000 | 0.21% | 0.15% | 402 | +2,926 | 47.68% | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 9,002 | 993 | 0.04% | 0.04% | 403 | -205 | -2.23% | Q1 2026 | May 12, 2026 |
| WealthBridge Capital Management, LLC | History | New | 8,966 | 989 | 0.23% | — | 404 | +8,966 | New | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO | History | No change | 8,872 | 977 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 8,817 | 973 | 0.06% | 0.07% | 406 | -858 | -8.87% | Q1 2026 | May 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 8,769 | 968 | 0.03% | 0.03% | 407 | +350 | 4.16% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Added to | 8,773 | 968 | 0.0% | 0.0% | 408 | +280 | 3.3% | Q1 2026 | May 12, 2026 |
| WealthTrak Capital Management LLC | History | No change | 8,591 | 948 | 0.68% | 0.68% | 409 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 8,457 | 933 | 0.04% | 0.02% | 410 | +3,188 | 60.5% | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 8,358 | 922 | 0.16% | 0.12% | 411 | +1,815 | 27.74% | Q1 2026 | Apr 17, 2026 |
| Plum Street Advisors, LLC | History | No change | 8,304 | 916 | 0.32% | 0.33% | 412 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ABLE Financial Group, LLC | History | New | 8,287 | 914 | 0.18% | — | 414 | +8,287 | New | Q1 2026 | Apr 20, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 8,282 | 914 | 0.21% | 0.15% | 413 | +2,944 | 55.15% | Q1 2026 | May 11, 2026 |
| Black Diamond Financial, LLC | History | Added to | 8,251 | 910 | 0.1% | 0.07% | 415 | +2,304 | 38.74% | Q1 2026 | May 05, 2026 |
| Fortis Advisors, LLC | History | Added to | 8,228 | 908 | 0.45% | 0.49% | 416 | +48 | 0.59% | Q1 2026 | May 14, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 8,162 | 900 | 0.18% | 0.18% | 417 | -798 | -8.91% | Q1 2026 | Apr 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,098 | 893 | 0.05% | 0.04% | 418 | +59 | 0.73% | Q1 2026 | May 12, 2026 |
| Transcendent Capital Group LLC | History | Added to | 8,065 | 890 | 0.41% | 0.4% | 419 | +11 | 0.14% | Q1 2026 | Apr 27, 2026 |
| Keebeck Wealth Management | History | Reduced | 8,008 | 884 | 0.1% | 0.35% | 420 | -19,285 | -70.66% | Q1 2026 | May 14, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 7,939 | 876 | 0.67% | 0.63% | 421 | +224 | 2.9% | Q1 2026 | May 08, 2026 |
| Sidoxia Capital Management, LLC | History | New | 7,833 | 864 | 0.75% | — | 422 | +7,833 | New | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,815 | 862 | 0.01% | 0.02% | 423 | -6,544 | -45.57% | Q1 2026 | May 08, 2026 |
| Sierra Capital LLC | History | Added to | 7,754 | 856 | 0.09% | 0.09% | 424 | +188 | 2.48% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Reduced | 7,735 | 853 | 0.14% | 0.14% | 425 | -200 | -2.52% | Q1 2026 | Apr 16, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 7,711 | 851 | 0.01% | 0.01% | 426 | -1,450 | -15.83% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | New | 7,706 | 850 | 0.01% | — | 427 | +7,706 | New | Q1 2026 | Apr 07, 2026 |
| Global View Capital Management LLC | History | Reduced | 7,666 | 846 | 0.22% | 0.16% | 428 | -156 | -1.99% | Q1 2026 | May 04, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 7,559 | 834 | 0.06% | 0.06% | 429 | -550 | -6.78% | Q1 2026 | May 13, 2026 |
| Index Fund Advisors, Inc. | History | New | 7,538 | 832 | 0.04% | — | 430 | +7,538 | New | Q1 2026 | May 12, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 7,455 | 822 | 0.17% | 0.34% | 432 | -6,648 | -47.14% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 7,447 | 822 | 0.05% | 0.05% | 431 | +278 | 3.88% | Q1 2026 | May 13, 2026 |
| ALLIANZ SE | History | Added to | 7,439 | 821 | 0.01% | 0.0% | 433 | +7,090 | 2031.52% | Q1 2026 | May 11, 2026 |
| LWM Advisory Services, LLC | History | Added to | 7,434 | 820 | 0.88% | 0.26% | 434 | +3,469 | 87.49% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 7,417 | 818 | 0.2% | 0.25% | 436 | -1,243 | -14.35% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,414 | 818 | 0.03% | 0.03% | 435 | +123 | 1.69% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,392 | 816 | 0.04% | 0.04% | 437 | +876 | 13.44% | Q1 2026 | Apr 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 7,363 | 812 | 0.23% | 0.2% | 438 | -320 | -4.17% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 7,302 | 806 | 0.29% | 0.27% | 439 | +7 | 0.1% | Q1 2026 | May 12, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 7,254 | 800 | 0.62% | 0.64% | 440 | -57 | -0.78% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Added to | 7,040 | 777 | 0.09% | 0.04% | 441 | +3,896 | 123.92% | Q1 2026 | May 04, 2026 |
| Roble, Belko & Company, Inc | History | No change | 7,033 | 776 | 0.1% | 0.1% | 442 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,028 | 775 | 0.06% | 0.09% | 444 | -3,032 | -30.14% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,029 | 775 | 0.01% | 0.01% | 443 | +687 | 10.83% | Q1 2026 | Apr 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 6,969 | 769 | 0.05% | 0.02% | 445 | +2,678 | 62.41% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 6,842 | 755 | 0.02% | 0.03% | 446 | -766 | -10.07% | Q1 2026 | Apr 08, 2026 |
| United Advisor Group, LLC | History | New | 6,830 | 754 | 0.09% | — | 447 | +6,830 | New | Q1 2026 | Apr 17, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 6,814 | 752 | 0.34% | 0.58% | 448 | -3,230 | -32.16% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 6,779 | 748 | 0.02% | 0.02% | 449 | +639 | 10.41% | Q1 2026 | May 04, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 6,754 | 745 | 0.04% | 0.04% | 450 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Reduced | 6,713 | 741 | 0.45% | 0.49% | 451 | -580 | -7.95% | Q1 2026 | Apr 27, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 6,710 | 740 | 0.58% | 0.77% | 452 | -1,539 | -18.66% | Q1 2026 | Apr 09, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 6,670 | 736 | 0.91% | 0.92% | 453 | -120 | -1.77% | Q1 2026 | May 14, 2026 |
| Grand Central Investment Group | History | Added to | 6,559 | 724 | 0.54% | 0.51% | 454 | +160 | 2.5% | Q1 2026 | Apr 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 6,539 | 721 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gryphon Financial Partners LLC | History | No change | 6,540 | 721 | 0.07% | 0.08% | 456 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Management Associates, Inc | History | New | 6,496 | 717 | 0.16% | — | 457 | +6,496 | New | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | Added to | 6,464 | 713 | 0.15% | 0.15% | 458 | +300 | 4.87% | Q1 2026 | May 04, 2026 |
| Geometric Wealth Advisors | History | Added to | 6,457 | 712 | 0.09% | 0.09% | 459 | +37 | 0.58% | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | Reduced | 6,433 | 710 | 0.05% | 0.06% | 460 | -186 | -2.81% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,425 | 709 | 0.03% | — | 462 | +6,425 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,424 | 709 | 0.06% | 0.12% | 461 | -5,742 | -47.2% | Q1 2026 | Apr 30, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,414 | 708 | 0.03% | — | 464 | +6,414 | New | Q1 2026 | May 14, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 6,419 | 708 | 0.21% | 0.21% | 463 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 6,360 | 700 | 0.12% | 0.12% | 465 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | No change | 6,209 | 685 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | New | 6,202 | 683 | 0.02% | — | 467 | +6,202 | New | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,127 | 676 | 0.03% | 0.02% | 468 | -30 | -0.49% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 6,101 | 673 | 0.01% | 0.01% | 469 | +1,432 | 30.67% | Q1 2026 | Apr 21, 2026 |
| Shared Vision Wealth Group LLC | History | New | 6,006 | 663 | 0.27% | — | 470 | +6,006 | New | Q1 2026 | May 06, 2026 |
| Foster Group, Inc. | History | Reduced | 5,959 | 657 | 0.02% | 0.02% | 471 | -2 | -0.03% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 5,896 | 650 | 0.08% | 0.08% | 472 | +115 | 1.99% | Q1 2026 | Apr 23, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 5,856 | 644 | 0.14% | 0.14% | 473 | +18 | 0.31% | Q1 2026 | Apr 08, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 5,783 | 638 | 0.04% | 0.04% | 474 | +150 | 2.66% | Q1 2026 | Apr 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 5,720 | 631 | 0.04% | 0.04% | 475 | -80 | -1.38% | Q1 2026 | Apr 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 5,668 | 625 | 0.0% | 0.0% | 476 | +3,398 | 149.69% | Q1 2026 | May 08, 2026 |
| Aries Wealth Management | History | Reduced | 5,609 | 619 | 0.14% | 0.17% | 477 | -1,455 | -20.6% | Q1 2026 | May 14, 2026 |
| Leibman Financial Services, Inc. | History | Reduced | 5,551 | 612 | 0.45% | 0.45% | 478 | -104 | -1.84% | Q1 2026 | Apr 13, 2026 |
| Ceeto Capital Group, LLC | History | No change | 5,500 | 607 | 0.19% | 0.18% | 479 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,494 | 606 | 0.01% | 0.01% | 480 | +3 | 0.05% | Q1 2026 | May 13, 2026 |
| NVWM, LLC | History | New | 5,462 | 602 | 0.13% | — | 482 | +5,462 | New | Q1 2026 | Apr 27, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 5,457 | 602 | 0.04% | 0.04% | 481 | +32 | 0.59% | Q1 2026 | May 07, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 5,414 | 597 | 0.28% | 0.29% | 483 | -692 | -11.33% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,375 | 593 | 0.01% | 0.01% | 484 | +38 | 0.71% | Q1 2026 | May 15, 2026 |
| Finley Financial, LLC | History | Reduced | 5,290 | 583 | 0.27% | 0.32% | 485 | -1,090 | -17.08% | Q1 2026 | Apr 22, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 5,266 | 581 | 0.02% | 0.02% | 486 | +22 | 0.42% | Q1 2026 | Apr 27, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 5,261 | 580 | 0.08% | 0.11% | 487 | -2,025 | -27.79% | Q1 2026 | May 13, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 5,223 | 576 | 0.21% | 0.18% | 488 | +330 | 6.74% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | Reduced | 5,196 | 573 | 0.24% | 0.3% | 489 | -1,615 | -23.71% | Q1 2026 | May 14, 2026 |
| Chesapeake Wealth Management | History | New | 5,164 | 570 | 0.18% | — | 490 | +5,164 | New | Q1 2026 | May 18, 2026 |
| Sicart Associates LLC | History | No change | 5,150 | 568 | 0.15% | 0.15% | 491 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 5,105 | 563 | 0.35% | 0.36% | 492 | -170 | -3.22% | Q1 2026 | Apr 07, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 4,991 | 550 | 0.36% | 0.4% | 493 | -714 | -12.52% | Q1 2026 | May 11, 2026 |
| Rinkey Investments | History | Reduced | 4,850 | 535 | 0.14% | 0.14% | 494 | -117 | -2.36% | Q1 2026 | May 11, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 4,776 | 527 | 0.06% | 0.07% | 495 | -478 | -9.1% | Q1 2026 | Apr 15, 2026 |
| GLR Partners, LLC | History | New | 4,750 | 524 | 0.29% | — | 496 | +4,750 | New | Q1 2026 | May 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 4,646 | 512 | 0.05% | 0.05% | 497 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VestGen Investment Management | History | Added to | 4,622 | 510 | 0.28% | 0.25% | 498 | +607 | 15.12% | Q1 2026 | May 12, 2026 |
| SFMG, LLC | History | Reduced | 4,536 | 500 | 0.03% | 0.04% | 499 | -1,074 | -19.14% | Q1 2026 | May 12, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 4,500 | 496 | 0.12% | 0.16% | 500 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | New | 4,464 | 492 | 0.06% | — | 501 | +4,464 | New | Q1 2026 | May 15, 2026 |
| Bayshore Capital Advisors, LLC | History | Reduced | 4,453 | 491 | 0.21% | 0.26% | 502 | -250 | -5.32% | Q1 2026 | Apr 14, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 4,404 | 486 | 0.27% | 0.23% | 503 | +344 | 8.47% | Q1 2026 | Apr 10, 2026 |
| Quantinno Capital Management LP | History | New | 4,352 | 480 | 0.0% | — | 504 | +4,352 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 4,290 | 473 | 0.0% | 0.0% | 505 | -4,738 | -52.48% | Q1 2026 | May 05, 2026 |
| Virtus Family Office LLC | History | Added to | 4,292 | 473 | 0.4% | 0.25% | 506 | +1,650 | 62.45% | Q1 2026 | May 06, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 4,285 | 473 | 0.2% | 0.16% | 507 | +907 | 26.85% | Q1 2026 | Apr 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,266 | 470 | 0.01% | 0.02% | 509 | -3,494 | -45.03% | Q1 2026 | May 07, 2026 |
| TCP Asset Management, LLC | History | No change | 4,265 | 470 | 0.06% | 0.08% | 508 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EdgeRock Capital LLC | History | Reduced | 4,246 | 468 | 0.13% | 0.2% | 510 | -2,670 | -38.61% | Q1 2026 | Apr 16, 2026 |
| Chatterton & Associates Inc. | History | Reduced | 4,257 | 468 | 0.33% | 0.42% | 511 | -252 | -5.59% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | Reduced | 4,207 | 464 | 0.09% | 0.09% | 512 | -45 | -1.06% | Q1 2026 | May 11, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 4,200 | 463 | 0.2% | 0.19% | 513 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 4,179 | 461 | 0.14% | 0.14% | 514 | +105 | 2.58% | Q1 2026 | Apr 16, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 4,087 | 451 | 0.15% | — | 515 | +4,087 | New | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,057 | 447 | 0.0% | 0.0% | 516 | -127 | -3.04% | Q1 2026 | May 15, 2026 |
| Roberts Financial Services LLC | History | Reduced | 4,037 | 445 | 0.14% | 0.26% | 517 | -3,432 | -45.95% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 4,025 | 444 | 0.01% | 0.01% | 518 | -2,886 | -41.76% | Q1 2026 | Apr 08, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 4,023 | 444 | 0.01% | 0.01% | 519 | -55 | -1.35% | Q1 2026 | Apr 22, 2026 |
| NorthCoast Asset Management LLC | History | No change | 4,025 | 444 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 3,988 | 440 | 0.11% | 0.15% | 521 | -1,347 | -25.25% | Q1 2026 | Apr 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,974 | 438 | 0.0% | 0.0% | 522 | -23 | -0.58% | Q1 2026 | May 08, 2026 |
| TruWealth Advisors, LLC | History | New | 3,962 | 437 | 0.02% | — | 523 | +3,962 | New | Q1 2026 | Apr 09, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 3,956 | 436 | 0.01% | 0.08% | 524 | -40,000 | -91.0% | Q1 2026 | May 04, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 3,934 | 434 | 0.05% | 0.06% | 525 | -10 | -0.25% | Q1 2026 | Apr 16, 2026 |
| LifePlan Investment Advisors, Inc. | History | New | 3,924 | 433 | 0.17% | — | 526 | +3,924 | New | Q1 2026 | May 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 3,927 | 432 | 0.28% | 0.13% | 528 | +1,607 | 69.27% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Reduced | 3,916 | 432 | 0.01% | 0.03% | 527 | -1,445 | -26.95% | Q1 2026 | Apr 29, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 3,905 | 431 | 0.07% | 0.15% | 529 | -4,335 | -52.61% | Q1 2026 | May 08, 2026 |
| Ted Buchan & Co | History | Added to | 3,900 | 430 | 0.16% | 0.16% | 530 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 3,899 | 429 | 0.01% | 0.01% | 531 | -2,441 | -38.5% | Q1 2026 | Apr 20, 2026 |
| North Capital, Inc. | History | No change | 3,891 | 429 | 0.36% | 0.37% | 532 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 3,875 | 427 | 0.07% | 0.07% | 534 | -270 | -6.51% | Q1 2026 | May 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,876 | 427 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 3,860 | 426 | 0.04% | 0.04% | 535 | -2 | -0.05% | Q1 2026 | May 05, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 3,840 | 423 | 0.17% | 0.22% | 536 | -1,264 | -24.76% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,831 | 422 | 0.0% | 0.0% | 537 | -4,498 | -54.0% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Added to | 3,751 | 414 | 0.02% | 0.02% | 538 | +1,051 | 38.93% | Q1 2026 | May 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 3,743 | 413 | 0.05% | — | 539 | +3,743 | New | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,630 | 400 | 0.01% | 0.01% | 542 | -368 | -9.2% | Q1 2026 | Apr 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 3,626 | 400 | 0.03% | 0.03% | 540 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 3,627 | 400 | 0.14% | 0.14% | 541 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LTG Capital LLC | History | No change | 3,620 | 399 | 0.3% | 0.31% | 543 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 3,599 | 397 | 0.18% | 0.16% | 544 | +226 | 6.7% | Q1 2026 | Apr 28, 2026 |
| Innova Wealth Partners | History | Reduced | 3,559 | 392 | 0.19% | 0.3% | 545 | -1,905 | -34.86% | Q1 2026 | Apr 24, 2026 |
| Lynch Investment Planning, LLC | History | Reduced | 3,523 | 388 | 0.35% | 0.39% | 546 | -163 | -4.42% | Q1 2026 | May 12, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 3,505 | 386 | 0.12% | 0.17% | 547 | -556 | -13.69% | Q1 2026 | Apr 24, 2026 |
| Argent Trust Co | History | No change | 3,459 | 381 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parsonex Advisory Services, Inc. | History | New | 3,416 | 377 | 0.37% | — | 550 | +3,416 | New | Q1 2026 | May 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 3,423 | 377 | 0.05% | 0.05% | 549 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 3,398 | 375 | 0.03% | 0.03% | 551 | +180 | 5.59% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 3,380 | 373 | 0.11% | — | 552 | +3,375 | 67500.0% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 3,380 | 373 | 0.11% | 0.02% | 553 | +2,881 | 577.35% | Q1 2026 | May 13, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 3,377 | 372 | 0.02% | 0.02% | 554 | -641 | -15.95% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 3,374 | 372 | 0.02% | 0.02% | 555 | +420 | 14.22% | Q1 2026 | May 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 3,335 | 368 | 0.06% | 0.07% | 556 | -586 | -14.95% | Q1 2026 | Apr 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 3,318 | 366 | 0.02% | 0.04% | 557 | -5,359 | -61.76% | Q1 2026 | Apr 30, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 3,312 | 365 | 0.33% | 0.48% | 558 | +389 | 13.31% | Q1 2026 | May 11, 2026 |
| Probity Advisors, Inc. | History | Reduced | 3,306 | 364 | 0.06% | 0.06% | 559 | -75 | -2.22% | Q1 2026 | Apr 28, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 3,261 | 359 | 0.14% | 0.15% | 560 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | No change | 3,250 | 358 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 3,250 | 358 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 3,220 | 355 | 0.04% | 0.04% | 563 | -50 | -1.53% | Q1 2026 | Apr 21, 2026 |
| MFA Wealth Services | History | Reduced | 3,215 | 354 | 0.23% | 0.27% | 564 | -458 | -12.47% | Q1 2026 | Apr 21, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 3,172 | 350 | 0.15% | 0.15% | 565 | -25 | -0.78% | Q1 2026 | May 01, 2026 |
| Freestone Capital Holdings, LLC | History | New | 3,104 | 342 | 0.01% | — | 566 | +3,104 | New | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 3,103 | 342 | 0.03% | — | 567 | +3,103 | New | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 3,059 | 337 | 0.35% | 0.2% | 568 | +1,226 | 66.88% | Q1 2026 | Apr 16, 2026 |
| Slagle Financial, LLC | History | New | 3,046 | 336 | 0.11% | — | 569 | +3,046 | New | Q1 2026 | May 01, 2026 |
| Values First Advisors, Inc. | History | Added to | 3,025 | 333 | 0.17% | 0.14% | 570 | +615 | 25.52% | Q1 2026 | Apr 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,015 | 332 | 0.01% | 0.01% | 571 | -176 | -5.52% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Reduced | 2,951 | 325 | 0.07% | 0.13% | 572 | -2,363 | -44.47% | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | Reduced | 2,950 | 325 | 0.08% | 0.08% | 573 | -94 | -3.09% | Q1 2026 | Apr 08, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,882 | 318 | 0.03% | 0.02% | 574 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 2,875 | 317 | 0.01% | 0.01% | 575 | -1,320 | -31.47% | Q1 2026 | May 13, 2026 |
| Cairn Investment Group, Inc. | History | Reduced | 2,875 | 317 | 0.16% | 0.16% | 576 | -100 | -3.36% | Q1 2026 | Apr 29, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 2,833 | 312 | 0.02% | 0.24% | 577 | -29,830 | -91.33% | Q1 2026 | Apr 20, 2026 |
| Clarity Financial LLC | History | Reduced | 2,808 | 310 | 0.03% | 0.03% | 579 | -88 | -3.04% | Q1 2026 | May 01, 2026 |
| Vestcor Inc | History | Added to | 2,810 | 310 | 0.01% | 0.01% | 578 | +85 | 3.12% | Q1 2026 | May 12, 2026 |
| Prosperity Financial Group, Inc. | History | New | 2,791 | 308 | 0.11% | — | 580 | +2,791 | New | Q1 2026 | May 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 2,774 | 306 | 0.09% | — | 581 | +2,774 | New | Q1 2026 | Apr 28, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 2,763 | 305 | 0.02% | 2.56% | 582 | -379,802 | -99.28% | Q1 2026 | Apr 29, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,730 | 301 | 0.01% | 0.15% | 583 | -36,503 | -93.04% | Q1 2026 | May 14, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 2,700 | 298 | 0.16% | 0.19% | 584 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,671 | 294 | 0.01% | 0.02% | 585 | -296 | -9.98% | Q1 2026 | Apr 24, 2026 |
| Accelerate Investment Advisors LLC | History | New | 2,650 | 292 | 0.2% | — | 586 | +2,650 | New | Q1 2026 | Apr 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 2,637 | 291 | 0.02% | 0.02% | 588 | -298 | -10.15% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,638 | 291 | 0.02% | 0.02% | 587 | +212 | 8.74% | Q1 2026 | May 05, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 2,634 | 290 | 0.05% | 0.05% | 589 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 2,627 | 289 | 0.09% | 0.1% | 590 | -355 | -11.9% | Q1 2026 | Apr 06, 2026 |
| Clark Asset Management, LLC | History | Added to | 2,627 | 289 | 0.03% | 0.03% | 591 | +44 | 1.7% | Q1 2026 | Apr 16, 2026 |
| Valmark Advisers, Inc. | History | New | 2,615 | 288 | 0.0% | — | 593 | +2,615 | New | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 2,617 | 288 | 0.01% | 0.01% | 592 | +1 | 0.04% | Q1 2026 | May 07, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 2,592 | 286 | 0.1% | 0.09% | 594 | +432 | 20.0% | Q1 2026 | May 05, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 2,553 | 281 | 0.11% | 0.09% | 596 | +380 | 17.49% | Q1 2026 | Apr 21, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 2,550 | 281 | 0.18% | 0.16% | 595 | +230 | 9.91% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,539 | 280 | 0.0% | — | 597 | +2,539 | New | Q1 2026 | May 01, 2026 |
| Magnus Financial Group LLC | History | Added to | 2,527 | 278 | 0.02% | 0.02% | 598 | +501 | 24.73% | Q1 2026 | Apr 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 2,503 | 276 | 0.0% | — | 600 | +2,503 | New | Q1 2026 | May 15, 2026 |
| Cunning Capital Partners, LP | History | No change | 2,500 | 276 | 0.14% | 0.13% | 599 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RMR Wealth Builders | History | Added to | 2,478 | 273 | 0.02% | 0.02% | 601 | +93 | 3.9% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,467 | 272 | 0.0% | 0.07% | 602 | -45,909 | -94.9% | Q1 2026 | Apr 20, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 2,482 | 272 | 0.14% | 0.02% | 603 | +2,126 | 597.19% | Q1 2026 | May 05, 2026 |
| Entelevest, LLC | History | Reduced | 2,469 | 272 | 0.27% | 0.4% | 604 | -1,131 | -31.42% | Q1 2026 | May 04, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 2,450 | 270 | 0.03% | 0.03% | 605 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 2,450 | 270 | 0.16% | 0.15% | 606 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 2,443 | 269 | 0.16% | 0.18% | 607 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 2,432 | 268 | 0.03% | 0.01% | 609 | +1,434 | 143.69% | Q1 2026 | Apr 08, 2026 |
| CENTRAL TRUST Co | History | No change | 2,434 | 268 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Boreal Capital Management LLC | History | No change | 2,366 | 261 | 0.21% | 0.2% | 610 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | New | 2,359 | 260 | 0.11% | — | 612 | +2,359 | New | Q1 2026 | Apr 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,359 | 260 | 0.01% | 0.0% | 611 | +168 | 7.67% | Q1 2026 | May 15, 2026 |
| Samara Investment Management, LLC | History | New | 2,338 | 258 | 0.27% | — | 614 | +2,338 | New | Q1 2026 | May 07, 2026 |
| Merited Wealth, LLC | History | Added to | 2,339 | 258 | 0.21% | 0.21% | 613 | +271 | 13.1% | Q1 2026 | Apr 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 2,317 | 256 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tanager Wealth Management LLP | History | No change | 2,300 | 253 | 0.02% | 0.03% | 616 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Omnitrust Wealth Management, Inc | History | Reduced | 2,267 | 250 | 0.32% | 0.35% | 617 | -239 | -9.54% | Q1 2026 | Apr 22, 2026 |
| Innovative Wealth Building LLC | History | New | 2,215 | 244 | 0.17% | — | 618 | +2,215 | New | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Reduced | 2,197 | 242 | 0.01% | 0.03% | 619 | -6,707 | -75.33% | Q1 2026 | May 13, 2026 |
| Trek Financial, LLC | History | Reduced | 2,201 | 242 | 0.01% | 0.02% | 620 | -300 | -12.0% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,182 | 240 | 0.01% | 0.01% | 621 | -124 | -5.38% | Q1 2026 | May 14, 2026 |
| Crane Advisory, LLC | History | Reduced | 2,144 | 236 | 0.04% | 0.05% | 622 | -966 | -31.06% | Q1 2026 | Apr 20, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 2,107 | 232 | 0.04% | 0.04% | 624 | -108 | -4.88% | Q1 2026 | Apr 17, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 2,107 | 232 | 0.01% | 0.01% | 623 | +63 | 3.08% | Q1 2026 | May 14, 2026 |
| Daner Wealth Management, LLC | History | No change | 2,100 | 231 | 0.14% | 0.14% | 625 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,079 | 229 | 0.01% | 0.01% | 626 | -29 | -1.38% | Q1 2026 | Apr 27, 2026 |
| Wedmont Private Capital | History | No change | 2,088 | 229 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 2,075 | 228 | 0.02% | 0.01% | 628 | +1,300 | 167.74% | Q1 2026 | May 12, 2026 |
| Significant Wealth Partners LLC | History | New | 2,052 | 226 | 0.28% | — | 629 | +2,052 | New | Q1 2026 | Apr 08, 2026 |
| Synergy Asset Management, LLC | History | New | 2,029 | 223 | 0.02% | — | 630 | +2,029 | New | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,011 | 221 | 0.06% | 0.06% | 631 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Associates, Inc. | History | No change | 2,000 | 220 | 0.08% | 0.08% | 632 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,995 | 219 | 0.02% | 0.02% | 633 | +2 | 0.1% | Q1 2026 | May 11, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 1,975 | 217 | 0.06% | 0.06% | 634 | +11 | 0.56% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | New | 1,960 | 216 | 0.14% | — | 635 | +1,960 | New | Q1 2026 | Apr 29, 2026 |
| International Private Wealth Advisors LLC | History | New | 1,946 | 214 | 0.13% | — | 639 | +1,946 | New | Q1 2026 | Apr 21, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 1,943 | 214 | 0.02% | 0.02% | 636 | -313 | -13.87% | Q1 2026 | Apr 24, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 1,940 | 214 | 0.06% | 0.07% | 638 | -289 | -12.97% | Q1 2026 | Apr 16, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 1,943 | 214 | 0.1% | 0.1% | 637 | +11 | 0.57% | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 1,905 | 210 | 0.03% | — | 640 | +1,905 | New | Q1 2026 | May 11, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 1,888 | 208 | 0.1% | 0.1% | 641 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 1,879 | 207 | 0.09% | — | 642 | +1,879 | New | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 1,863 | 205 | 0.03% | — | 643 | +1,863 | New | Q1 2026 | Apr 28, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 1,863 | 205 | 0.09% | — | 644 | +1,863 | New | Q1 2026 | Apr 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 1,855 | 204 | 0.01% | 0.02% | 645 | -575 | -23.66% | Q1 2026 | Apr 17, 2026 |
| Smith Salley Wealth Management | History | No change | 1,840 | 203 | 0.01% | 0.01% | 646 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 1,825 | 201 | 0.16% | 0.17% | 647 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| StrongBox Wealth, LLC | History | New | 1,820 | 200 | 0.06% | — | 648 | +1,820 | New | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | Added to | 1,673 | 184 | 0.04% | 0.03% | 649 | +50 | 3.08% | Q1 2026 | Apr 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,566 | 172 | 0.15% | 0.01% | 651 | +1,445 | 1194.21% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,560 | 172 | 0.0% | 0.0% | 650 | +693 | 79.93% | Q1 2026 | May 04, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 1,450 | 160 | 0.06% | — | 652 | +1,450 | New | Q1 2026 | Apr 17, 2026 |
| Gould Capital, LLC | History | Reduced | 1,359 | 150 | 0.09% | 2.26% | 653 | -31,930 | -95.92% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | New | 5,400 | 141 | 0.04% | — | 654 | +5,400 | New | Q1 2026 | May 01, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 1,224 | 135 | 0.11% | 0.09% | 655 | -419 | -25.5% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,206 | 132 | 0.01% | — | 656 | +1,199 | 17128.57% | Q1 2026 | Apr 27, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 1,143 | 126 | 0.0% | 0.0% | 657 | -53 | -4.43% | Q1 2026 | Apr 20, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 1,123 | 124 | 0.01% | 0.24% | 658 | -21,675 | -95.07% | Q1 2026 | May 06, 2026 |
| Networth Advisors, LLC | History | Added to | 1,112 | 122 | 0.09% | 0.01% | 659 | +960 | 631.58% | Q1 2026 | Apr 22, 2026 |
| Friedenthal Financial | History | Added to | 1,083 | 119 | 0.06% | 0.02% | 660 | +682 | 170.07% | Q1 2026 | Apr 20, 2026 |
| WealthShield Partners, LLC | History | New | 1,047 | 115 | 0.01% | — | 661 | +1,047 | New | Q1 2026 | May 01, 2026 |
| Peck Wealth Management, LLC | History | No change | 1,035 | 114 | 0.11% | 0.11% | 662 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 1,021 | 112 | 0.04% | 0.04% | 663 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Reduced | 970 | 107 | 0.0% | 0.0% | 664 | -1,676 | -63.34% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 923 | 101 | 0.0% | 0.0% | 665 | +470 | 103.75% | Q1 2026 | May 13, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 922 | 101 | 0.06% | 0.07% | 666 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 871 | 95 | 0.02% | 0.05% | 667 | -688 | -44.13% | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 860 | 94 | 0.07% | — | 668 | +860 | New | Q1 2026 | Apr 02, 2026 |
| Anchor Investment Management, LLC | History | No change | 846 | 93 | 0.01% | 0.01% | 669 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 801 | 88 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 723 | 79 | 0.01% | 0.01% | 671 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 704 | 77 | 0.01% | 0.01% | 672 | +41 | 6.18% | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | New | 689 | 76 | 0.0% | — | 673 | +689 | New | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 655 | 72 | 0.0% | 0.04% | 674 | -5,352 | -89.1% | Q1 2026 | Apr 20, 2026 |
| RHL GROUP, LLC | History | New | 568 | 62 | 0.05% | — | 676 | +568 | New | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 568 | 62 | 0.0% | 0.0% | 675 | -7 | -1.22% | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 526 | 58 | 0.03% | 0.03% | 677 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | New | 516 | 56 | 0.0% | — | 678 | +516 | New | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 500 | 55 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Planning Project LLC | History | No change | 490 | 53 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hoese & Co LLP | History | No change | 480 | 52 | 0.04% | 0.04% | 681 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Noble Wealth Management PBC | History | Reduced | 465 | 51 | 0.03% | 0.03% | 682 | -12 | -2.52% | Q1 2026 | Apr 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 456 | 50 | 0.0% | 0.0% | 683 | +7 | 1.56% | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | No change | 454 | 50 | 0.01% | 0.01% | 684 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Purpose Unlimited Inc. | History | New | 440 | 48 | 0.0% | — | 685 | +440 | New | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 416 | 45 | 0.04% | — | 687 | +416 | New | Q1 2026 | Apr 14, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 408 | 45 | 0.01% | 0.01% | 686 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 400 | 44 | 0.02% | 0.03% | 689 | -450 | -52.94% | Q1 2026 | May 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 402 | 44 | 0.01% | 0.01% | 688 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Evergreen Advisors, LLC | History | New | 390 | 43 | 0.01% | — | 690 | +390 | New | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 376 | 41 | 0.0% | 0.0% | 691 | -617 | -62.13% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 366 | 40 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 338 | 37 | 0.0% | — | 693 | +338 | New | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 326 | 35 | 0.03% | 0.03% | 694 | +6 | 1.88% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 313 | 34 | 0.0% | 0.01% | 695 | -650 | -67.5% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 314 | 34 | 0.0% | 0.0% | 696 | -79 | -20.1% | Q1 2026 | May 01, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 306 | 33 | 0.01% | 0.01% | 697 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 271 | 29 | 0.01% | 0.0% | 698 | +136 | 100.74% | Q1 2026 | Apr 29, 2026 |
| Tidemark, LLC | History | No change | 271 | 29 | 0.01% | 0.01% | 699 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 243 | 26 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 213 | 23 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 201 | 22 | 0.01% | 0.0% | 702 | +152 | 310.2% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 179 | 19 | 0.0% | 0.0% | 703 | +125 | 231.48% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 161 | 17 | 0.0% | — | 705 | +161 | New | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | New | 155 | 17 | 0.01% | — | 706 | +155 | New | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 160 | 17 | 0.0% | 0.0% | 704 | +112 | 233.33% | Q1 2026 | Apr 24, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 145 | 16 | 0.01% | 0.01% | 707 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 145 | 15 | 0.0% | 0.0% | 708 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | No change | 129 | 14 | 0.0% | 0.0% | 709 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 134 | 14 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bulwark Capital Corp | History | No change | 119 | 13 | 0.01% | 0.01% | 711 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 108 | 11 | 0.01% | — | 712 | +108 | New | Q1 2026 | Apr 13, 2026 |
| Mosley Wealth Management | History | New | 85 | 9 | 0.0% | — | 714 | +85 | New | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 86 | 9 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 78 | 8 | 0.0% | — | 715 | +78 | New | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | New | 66 | 7 | 0.0% | — | 719 | +66 | New | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 64 | 7 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Advisors | History | No change | 70 | 7 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 72 | 7 | 0.01% | 0.01% | 718 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| New Millennium Group LLC | History | No change | 47 | 5 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 479,208 | 4 | 0.0% | 0.02% | 723 | +474,863 | 10928.95% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Reduced | 42 | 4 | 0.0% | 0.0% | 721 | -887 | -95.48% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 39 | 4 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Richard W. Paul & Associates, LLC | History | New | 30 | 3 | 0.0% | — | 727 | +30 | New | Q1 2026 | May 13, 2026 |
| Pflug Koory, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integrity Financial Corp /WA | History | No change | 29 | 3 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 35 | 3 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Reduced | 26 | 2 | 0.0% | 0.0% | 728 | -98 | -79.03% | Q1 2026 | Apr 24, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 24 | 2 | 0.0% | — | 729 | +24 | New | Q1 2026 | May 18, 2026 |
| Basepoint Wealth LLC | History | New | 12 | 1 | 0.0% | — | 735 | +12 | New | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 11 | 1 | 0.0% | — | 734 | +11 | New | Q1 2026 | Apr 13, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 733 | -1 | -5.88% | Q1 2026 | May 01, 2026 |
| Addison Advisors LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Breakwater Investment Management | History | No change | 10 | 1 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Concord Asset Management, LLC/VA | History | Closed out | 0 | 0 | — | 5.38% | — | -282,211 | -100.0% | Q1 2026 | May 01, 2026 |
| Strategic Point Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 3.03% | — | -198,740 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -143,466 | -100.0% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.29% | — | -108,400 | -100.0% | Q1 2026 | May 15, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Closed out | 0 | 0 | — | 2.98% | — | -32,300 | -100.0% | Q1 2026 | May 07, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,300 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -26,783 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -20,407 | -100.0% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,564 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -17,362 | -100.0% | Q1 2026 | May 12, 2026 |
| Bell Bank | History | Closed out | 0 | 0 | — | 0.07% | — | -15,497 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Trevian Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -9,527 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,478 | -100.0% | Q1 2026 | May 04, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.09% | — | -8,820 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -8,755 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Severin Investments, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -6,912 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PECAUT & CO. | History | Closed out | 0 | 0 | — | 0.16% | — | -4,437 | -100.0% | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Beacon Bank & Trust | History | Closed out | 0 | 0 | — | 0.09% | — | -3,875 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,769 | -100.0% | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,642 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Westmount Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,597 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 3.81% | — | -3,573 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,486 | -100.0% | Q1 2026 | May 05, 2026 |
| Financial Architects, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,985 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -2,923 | -100.0% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,889 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,850 | -100.0% | Q1 2026 | Apr 28, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,603 | -100.0% | Q1 2026 | May 13, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,538 | -100.0% | Q1 2026 | May 01, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,519 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -2,382 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,355 | -100.0% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,174 | -100.0% | Q1 2026 | May 05, 2026 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,112 | -100.0% | Q1 2026 | May 05, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,042 | -100.0% | Q1 2026 | May 11, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,909 | -100.0% | Q1 2026 | Apr 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,902 | -100.0% | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,900 | -100.0% | Q1 2026 | May 11, 2026 |
| PINKERTON WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,854 | -100.0% | Q1 2026 | Apr 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -638 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -397 | -100.0% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -183 | -100.0% | Q1 2026 | May 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 15, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -92 | -100.0% | Q1 2026 | May 08, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 08, 2026 |
| PMV Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 3 | 0 | — | 0.01% | — | -11 | -78.57% | Q1 2026 | May 13, 2026 |
| Windsor Advisory Group, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 16, 2026 |
| Capital Advisor Network LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 13, 2026 |
| PayPay Securities Corp | History | Reduced | 8 | 0 | — | 0.03% | — | -3 | -27.27% | Q1 2026 | Apr 23, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| Vestwell Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 18, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Founders Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rakuten Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vision Retirement, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |