iSHARES TRUST - SHY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 22,530,443 | 1,860,338 | 0.11% | 0.13% | 1 | -4,115,838 | -15.45% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,190,886 | 1,584,586 | 2.77% | 2.83% | 2 | +1,226,127 | 6.83% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,649,532 | 1,292,181 | 0.09% | 0.07% | 3 | +3,451,890 | 28.3% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,507,304 | 1,031,852 | 0.07% | 0.06% | 4 | +1,897,603 | 17.89% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 11,690,655 | 965,297 | 0.02% | 0.02% | 5 | -1,922,861 | -14.12% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,404,924 | 528,869 | 0.12% | 0.09% | 6 | +1,608,875 | 33.55% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 5,873,249 | 484,954 | 0.13% | 0.14% | 7 | -424,413 | -6.74% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,714,853 | 471,875 | 0.09% | 0.08% | 8 | +500,912 | 9.61% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,713,736 | 471,783 | 0.09% | 0.08% | 9 | +165,473 | 2.98% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 4,824,310 | 398,343 | 0.06% | 0.08% | 10 | -846,499 | -14.93% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,578,604 | 378,054 | 0.12% | 0.11% | 11 | +322,542 | 7.58% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 4,078,817 | 336,787 | 0.02% | 0.0% | 12 | +3,169,398 | 348.51% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,667,773 | 302,847 | 0.11% | 0.1% | 13 | +319,708 | 9.55% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,589,997 | 296,426 | 0.08% | 0.09% | 14 | +96,911 | 2.77% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,515,652 | 290,286 | 0.05% | 0.05% | 15 | -51,268 | -1.44% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 3,175,680 | 262,215 | 0.53% | 0.37% | 16 | +1,002,453 | 46.13% | Q1 2026 | May 06, 2026 |
| PineBridge Investments Asia Ltd | History | Reduced | 2,737,000 | 225,994 | 78.12% | 78.19% | 17 | -530,000 | -16.22% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 2,503,641 | 206,725 | 0.29% | 0.32% | 18 | -153,722 | -5.78% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,428,740 | 200,541 | 0.12% | 0.09% | 19 | +372,529 | 18.12% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,303,377 | 190,189 | 0.26% | 0.25% | 20 | +4,765 | 0.21% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,505,922 | 124,343 | 0.11% | 0.1% | 21 | +124,501 | 9.01% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,481,506 | 122,327 | 0.08% | 0.07% | 22 | +191,403 | 14.84% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 1,249,777 | 103,194 | 0.11% | 0.12% | 23 | -69,759 | -5.29% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,222,342 | 100,928 | 0.02% | 0.02% | 24 | -7,702 | -0.63% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 1,116,682 | 92,211 | 4.02% | 4.07% | 25 | +4,881 | 0.44% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,090,879 | 90,073 | 0.08% | 0.15% | 26 | -1,149,833 | -51.32% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,073,029 | 88,599 | 0.45% | 0.67% | 27 | -399,695 | -27.14% | Q1 2026 | May 08, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | New | 1,065,147 | 87,949 | 21.8% | — | 28 | +1,065,147 | New | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,014,778 | 83,790 | 0.18% | 0.14% | 29 | +267,633 | 35.82% | Q1 2026 | May 05, 2026 |
| GenWealth Group, Inc. | History | New | 996,294 | 82,263 | 14.07% | — | 30 | +996,294 | New | Q1 2026 | May 11, 2026 |
| TFC Financial Management, Inc. | History | Added to | 990,689 | 81,801 | 10.08% | 9.69% | 31 | +58,210 | 6.24% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 976,996 | 80,684 | 0.12% | 0.1% | 32 | +150,986 | 18.28% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 954,683 | 78,828 | 2.05% | 0.02% | 33 | +946,208 | 11164.7% | Q1 2026 | May 12, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 932,323 | 76,981 | 6.38% | 0.06% | 34 | +924,949 | 12543.38% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 929,810 | 76,774 | 0.23% | 0.22% | 35 | +59,007 | 6.78% | Q1 2026 | May 13, 2026 |
| Transmarket Holdings LP | History | Added to | 924,845 | 76,364 | 40.79% | 29.63% | 36 | +435,021 | 88.81% | Q1 2026 | May 13, 2026 |
| AIA Group Ltd | History | Added to | 890,071 | 73,493 | 1.07% | 0.93% | 37 | +138,994 | 18.51% | Q1 2026 | May 06, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 883,398 | 72,942 | 1.14% | 1.28% | 38 | -9,291 | -1.04% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 882,245 | 72,846 | 0.01% | 0.01% | 39 | -240,083 | -21.39% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 877,639 | 72,466 | 2.46% | 2.56% | 40 | +19,161 | 2.23% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Reduced | 834,633 | 68,915 | 0.03% | 0.05% | 41 | -536,208 | -39.12% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 831,189 | 68,631 | 1.42% | 1.6% | 42 | -77,281 | -8.51% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 823,328 | 67,982 | 1.47% | 1.36% | 43 | +86,934 | 11.81% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 782,135 | 64,580 | 2.65% | 2.52% | 44 | +37,332 | 5.01% | Q1 2026 | Apr 14, 2026 |
| Quent Capital, LLC | History | Added to | 772,073 | 63,750 | 4.52% | 3.85% | 45 | +127,132 | 19.71% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 765,280 | 63,189 | 0.08% | 0.08% | 46 | -14,477 | -1.86% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 757,390 | 62,537 | 2.41% | 2.41% | 47 | +15,642 | 2.11% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Reduced | 749,919 | 61,920 | 0.01% | 0.04% | 48 | -1,215,983 | -61.85% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 749,144 | 61,857 | 0.07% | 0.08% | 49 | -127,848 | -14.58% | Q1 2026 | May 05, 2026 |
| ATWOOD & PALMER INC | History | Added to | 717,219 | 59,220 | 3.34% | 3.27% | 50 | +22,248 | 3.2% | Q1 2026 | Apr 15, 2026 |
| Amundi | History | Reduced | 669,900 | 55,313 | 0.02% | 0.02% | 51 | -300 | -0.04% | Q1 2026 | May 15, 2026 |
| Mizuho Markets Cayman LP | History | Reduced | 650,000 | 53,670 | 2.89% | 6.15% | 52 | -822,100 | -55.85% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 645,218 | 53,275 | 0.1% | 0.08% | 53 | +353,719 | 121.34% | Q1 2026 | May 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 641,570 | 52,975 | 0.86% | 0.3% | 54 | +463,459 | 260.21% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 613,460 | 50,653 | 0.05% | 0.05% | 55 | +35,836 | 6.2% | Q1 2026 | May 13, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | No change | 605,726 | 50,014 | 0.87% | 0.82% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 604,783 | 49,936 | 0.02% | 0.02% | 57 | +37,910 | 6.69% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 588,116 | 48,560 | 0.13% | 0.15% | 58 | -169,235 | -22.35% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 575,105 | 47,486 | 0.36% | 0.39% | 59 | -43,873 | -7.09% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 573,020 | 47,314 | 0.37% | 0.36% | 60 | -26,529 | -4.42% | Q1 2026 | May 15, 2026 |
| America First Investment Advisors, LLC | History | Added to | 537,036 | 44,343 | 8.27% | 7.62% | 61 | +31,674 | 6.27% | Q1 2026 | May 08, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 511,999 | 42,275 | 4.14% | 4.01% | 62 | -20,286 | -3.81% | Q1 2026 | May 19, 2026 |
| STEPHENS INC /AR/ | History | Added to | 503,696 | 41,590 | 0.52% | 0.5% | 63 | +18,494 | 3.81% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 469,791 | 38,673 | 0.66% | 0.66% | 64 | +35,817 | 8.25% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 448,935 | 37,068 | 0.17% | 0.14% | 65 | +87,436 | 24.19% | Q1 2026 | Apr 24, 2026 |
| Curi Capital, LLC | History | Added to | 436,635 | 36,052 | 0.64% | 0.62% | 66 | +6,230 | 1.45% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 426,329 | 35,201 | 0.12% | 0.1% | 67 | +54,845 | 14.76% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 423,090 | 34,934 | 0.06% | 0.06% | 68 | +21,086 | 5.25% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 421,143 | 34,773 | 0.06% | 0.06% | 69 | -27,700 | -6.17% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Added to | 420,006 | 34,679 | 0.75% | 0.58% | 70 | +24,192 | 6.11% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 415,585 | 34,210 | 0.32% | 0.28% | 71 | +96,630 | 30.3% | Q1 2026 | Apr 07, 2026 |
| Advisors Preferred, LLC | History | New | 410,623 | 33,905 | 4.99% | — | 72 | +410,623 | New | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 409,537 | 33,815 | 0.12% | 0.11% | 73 | +46,468 | 12.8% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Added to | 408,854 | 33,759 | 1.03% | 0.99% | 74 | +6,688 | 1.66% | Q1 2026 | Apr 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 399,079 | 32,951 | 0.26% | 0.24% | 75 | +34,676 | 9.52% | Q1 2026 | May 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 398,796 | 32,928 | 0.94% | 0.6% | 76 | +147,479 | 58.68% | Q1 2026 | May 12, 2026 |
| Edge Wealth Management LLC | History | Added to | 390,457 | 32,240 | 5.51% | 5.6% | 77 | +7,484 | 1.95% | Q1 2026 | Apr 20, 2026 |
| SouthState Bank Corp | History | Reduced | 387,632 | 32,006 | 1.49% | 1.49% | 78 | -14,554 | -3.62% | Q1 2026 | May 05, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 387,079 | 31,961 | 1.71% | 3.5% | 79 | -214,757 | -35.68% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 441,671 | 31,914 | 0.06% | 0.06% | 80 | -125,855 | -22.18% | Q1 2026 | Apr 08, 2026 |
| ALLIANZ SE | History | Added to | 365,401 | 30,171 | 0.33% | 0.37% | 81 | +15,486 | 4.43% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 362,866 | 30,052 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 355,543 | 29,170 | 0.04% | 0.04% | 83 | -8,546 | -2.35% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 352,696 | 29,121 | 0.03% | 0.03% | 84 | +38,790 | 12.36% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 340,654 | 28,127 | 0.37% | 0.4% | 85 | +2,081 | 0.61% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Reduced | 337,819 | 27,893 | 2.38% | 2.41% | 86 | -8,508 | -2.46% | Q1 2026 | May 11, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Added to | 334,883 | 27,527 | 20.62% | 0.65% | 87 | +323,662 | 2884.43% | Q1 2026 | May 05, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 332,168 | 27,287 | 0.19% | 0.02% | 88 | +294,660 | 785.59% | Q1 2026 | May 14, 2026 |
| Santa Clara Valley Transportation Authority | History | No change | 329,537 | 27,209 | 22.63% | 22.94% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 326,561 | 26,964 | 5.09% | 5.38% | 90 | -9,205 | -2.74% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 323,277 | 26,692 | 3.33% | — | 91 | +323,277 | New | Q1 2026 | Apr 21, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 321,540 | 26,560 | 1.83% | 1.27% | 92 | +144,894 | 82.03% | Q1 2026 | May 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 319,290 | 26,363 | 0.13% | 0.14% | 93 | +13,920 | 4.56% | Q1 2026 | May 13, 2026 |
| Innova Wealth Partners | History | Added to | 318,143 | 26,269 | 12.43% | 5.66% | 94 | +182,540 | 134.61% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 312,333 | 25,789 | 0.61% | 0.52% | 95 | +53,149 | 20.51% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 309,586 | 25,562 | 0.04% | 0.03% | 96 | +21,545 | 7.48% | Q1 2026 | Apr 27, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 309,201 | 25,530 | 8.11% | — | 97 | +309,201 | New | Q1 2026 | Apr 24, 2026 |
| DRW Securities, LLC | History | Added to | 304,727 | 25,161 | 0.35% | 0.22% | 98 | +204,488 | 204.0% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 303,288 | 25,042 | 0.7% | 0.67% | 99 | +8,775 | 2.98% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 299,915 | 24,838 | 0.01% | 0.01% | 100 | -103,913 | -25.73% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 300,715 | 24,830 | 0.06% | 0.07% | 101 | -3,741 | -1.23% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 298,512 | 24,648 | 0.1% | 0.1% | 102 | +985 | 0.33% | Q1 2026 | May 13, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 292,449 | 24,147 | 11.63% | 11.57% | 103 | +8,006 | 2.81% | Q1 2026 | May 08, 2026 |
| Moment Partners, LLC | History | New | 288,044 | 23,783 | 4.24% | — | 104 | +288,044 | New | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 287,752 | 23,759 | 0.04% | 0.04% | 105 | +15,144 | 5.56% | Q1 2026 | May 14, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 282,107 | 23,293 | 1.85% | 1.71% | 106 | +10,087 | 3.71% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 281,972 | 23,282 | 0.23% | 0.24% | 107 | -15,266 | -5.14% | Q1 2026 | May 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 279,548 | 23,082 | 0.19% | — | 108 | +279,548 | New | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 278,431 | 22,990 | 0.09% | 0.08% | 109 | +57,549 | 26.05% | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 271,122 | 22,386 | 0.31% | 0.13% | 110 | +163,094 | 150.97% | Q1 2026 | May 12, 2026 |
| Clarity Financial LLC | History | Added to | 262,188 | 21,648 | 2.35% | 1.93% | 111 | +10,699 | 4.25% | Q1 2026 | May 01, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Reduced | 251,457 | 20,762 | 9.61% | 13.65% | 112 | -84,188 | -25.08% | Q1 2026 | Apr 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 246,716 | 20,371 | 0.01% | 0.01% | 113 | +3,492 | 1.44% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 244,395 | 20,179 | 1.21% | 0.35% | 114 | +168,890 | 223.68% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 244,153 | 20,159 | 0.64% | 0.7% | 115 | -18,106 | -6.9% | Q1 2026 | Apr 08, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 243,150 | 20,076 | 0.47% | 0.45% | 116 | -3,513 | -1.42% | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | Reduced | 241,420 | 19,934 | 0.98% | 1.12% | 117 | -31,790 | -11.64% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 236,598 | 19,493 | 0.01% | 0.01% | 118 | +31,561 | 15.39% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 234,801 | 19,387 | 0.67% | 0.52% | 119 | +51,725 | 28.25% | Q1 2026 | May 15, 2026 |
| CVS HEALTH Corp | History | New | 233,100 | 19,247 | 9.07% | — | 120 | +233,100 | New | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 230,419 | 19,026 | 0.24% | 0.25% | 121 | -5,371 | -2.28% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 228,030 | 18,828 | 0.2% | 0.25% | 122 | -31,875 | -12.26% | Q1 2026 | Apr 20, 2026 |
| Ballast, Inc. | History | Added to | 221,415 | 18,282 | 4.23% | 4.15% | 123 | +7,054 | 3.29% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Added to | 213,578 | 17,620 | 2.68% | 0.3% | 124 | +200,630 | 1549.51% | Q1 2026 | May 07, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 211,813 | 17,489 | 1.05% | 0.95% | 125 | +23,070 | 12.22% | Q1 2026 | May 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 211,194 | 17,438 | 7.29% | 7.61% | 126 | +2,841 | 1.36% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 210,534 | 17,383 | 0.1% | 0.12% | 127 | -38,177 | -15.35% | Q1 2026 | May 15, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 209,768 | 17,320 | 1.99% | 1.86% | 128 | +7,122 | 3.51% | Q1 2026 | Apr 24, 2026 |
| MBL Wealth, LLC | History | Added to | 207,071 | 17,097 | 1.29% | 1.29% | 129 | +13,155 | 6.78% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 206,054 | 17,013 | 0.0% | 0.01% | 130 | -439,921 | -68.1% | Q1 2026 | May 12, 2026 |
| Portfolio Design Labs, LLC | History | Added to | 205,958 | 17,005 | 3.02% | 2.02% | 131 | +58,390 | 39.57% | Q1 2026 | May 11, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 202,776 | 16,743 | 6.4% | 6.03% | 132 | +18,504 | 10.04% | Q1 2026 | Apr 23, 2026 |
| Acorns Advisers, LLC | History | Added to | 201,237 | 16,616 | 0.12% | 0.12% | 133 | +305 | 0.15% | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | Added to | 200,329 | 16,541 | 1.38% | 1.31% | 134 | +9,213 | 4.82% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 199,938 | 16,504 | 0.1% | 0.13% | 135 | -55,771 | -21.81% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 199,863 | 16,502 | 0.77% | 0.68% | 136 | +19,708 | 10.94% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 199,455 | 16,468 | 0.14% | 0.13% | 137 | -16,820 | -7.78% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 194,098 | 15,991 | 0.2% | 0.25% | 138 | -33,060 | -14.55% | Q1 2026 | May 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 184,739 | 15,253 | 0.87% | 0.82% | 139 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hughes Financial Services, LLC | History | Added to | 180,139 | 14,874 | 2.29% | 2.28% | 140 | +4,661 | 2.66% | Q1 2026 | Apr 29, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 179,261 | 14,801 | 3.2% | — | 141 | +179,261 | New | Q1 2026 | May 13, 2026 |
| StrongBox Wealth, LLC | History | Added to | 178,319 | 14,723 | 4.71% | 4.48% | 142 | +13,862 | 8.43% | Q1 2026 | May 08, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 176,886 | 14,605 | 9.45% | 3.42% | 143 | +114,496 | 183.52% | Q1 2026 | Apr 23, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 174,078 | 14,373 | 1.94% | 1.78% | 144 | +17,699 | 11.32% | Q1 2026 | May 04, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 172,642 | 14,255 | 3.77% | 3.24% | 145 | +20,489 | 13.47% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 170,913 | 14,175 | 1.27% | 1.12% | 146 | +18,387 | 12.05% | Q1 2026 | May 11, 2026 |
| Pallas Capital Advisors LLC | History | New | 171,450 | 14,156 | 0.53% | — | 147 | +171,450 | New | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 167,601 | 13,838 | 0.77% | 0.25% | 148 | +114,280 | 214.32% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 162,457 | 13,414 | 0.17% | 0.16% | 149 | +16,668 | 11.43% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 161,498 | 13,334 | 0.02% | 0.02% | 150 | -22,964 | -12.45% | Q1 2026 | May 15, 2026 |
| Members Advisory Group LLC | History | New | 161,373 | 13,324 | 4.57% | — | 151 | +161,373 | New | Q1 2026 | May 05, 2026 |
| 1832 Asset Management L.P. | History | Added to | 157,401 | 12,996 | 0.01% | 0.01% | 152 | +3,574 | 2.32% | Q1 2026 | May 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 157,002 | 12,963 | 1.38% | 1.39% | 153 | +2,043 | 1.32% | Q1 2026 | May 06, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 155,651 | 12,852 | 1.47% | 0.3% | 154 | +124,789 | 404.35% | Q1 2026 | Apr 15, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 154,991 | 12,797 | 2.82% | 2.4% | 155 | +24,949 | 19.19% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 154,817 | 12,783 | 0.27% | 0.21% | 156 | +43,990 | 39.69% | Q1 2026 | Apr 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 153,125 | 12,643 | 1.02% | 1.12% | 157 | -10,872 | -6.63% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 152,478 | 12,590 | 0.65% | 0.66% | 158 | +2,097 | 1.39% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 152,471 | 12,589 | 0.08% | 0.07% | 159 | +20,580 | 15.6% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 150,877 | 12,458 | 0.03% | 0.02% | 160 | +49,140 | 48.3% | Q1 2026 | Apr 22, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Reduced | 149,814 | 12,370 | 1.73% | 2.0% | 161 | -19,246 | -11.38% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 147,415 | 12,172 | 0.1% | 0.14% | 162 | +2,337 | 1.61% | Q1 2026 | May 15, 2026 |
| Argent Advisors, Inc. | History | Added to | 146,725 | 12,115 | 3.31% | 3.34% | 163 | +2,096 | 1.45% | Q1 2026 | Apr 24, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 146,740 | 12,097 | 1.53% | 1.53% | 164 | +8,709 | 6.31% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 146,396 | 12,088 | 0.09% | 0.06% | 165 | +57,646 | 64.95% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 145,672 | 12,028 | 0.11% | 0.09% | 166 | +58,650 | 67.4% | Q1 2026 | May 06, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 144,350 | 11,918 | 1.24% | 1.13% | 167 | -700 | -0.48% | Q1 2026 | Apr 27, 2026 |
| CRITERIA CAIXA, S.A.U. | History | No change | 2,000,000 | 11,846 | 50.24% | 4.08% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 142,615 | 11,775 | 0.01% | 0.0% | 169 | +24,687 | 20.93% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 141,791 | 11,707 | 0.01% | 0.01% | 170 | -14,056 | -9.02% | Q1 2026 | May 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 137,625 | 11,363 | 0.76% | 0.75% | 171 | +4,992 | 3.76% | Q1 2026 | May 12, 2026 |
| Net Worth Advisory Group | History | Added to | 135,598 | 11,196 | 2.32% | 2.23% | 172 | +2,187 | 1.64% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 133,136 | 10,993 | 0.03% | 0.03% | 173 | +10,934 | 8.95% | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | Added to | 132,756 | 10,962 | 0.8% | 0.13% | 174 | +110,573 | 498.46% | Q1 2026 | May 14, 2026 |
| Northstar Advisory Group, LLC | History | New | 128,988 | 10,650 | 3.97% | — | 175 | +128,988 | New | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Added to | 128,219 | 10,587 | 0.12% | 0.11% | 176 | +16,737 | 15.01% | Q1 2026 | Apr 16, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 127,556 | 10,532 | 3.58% | 3.41% | 177 | +9,989 | 8.5% | Q1 2026 | Apr 17, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 127,532 | 10,530 | 1.65% | 1.54% | 178 | +8,917 | 7.52% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Reduced | 124,653 | 10,292 | 0.06% | 0.09% | 179 | -68,748 | -35.55% | Q1 2026 | May 15, 2026 |
| MBA Advisors LLC | History | Added to | 124,132 | 10,249 | 3.94% | 3.75% | 180 | +11,787 | 10.49% | Q1 2026 | Apr 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 122,478 | 10,113 | 1.13% | 1.14% | 181 | -3,533 | -2.8% | Q1 2026 | Apr 24, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 122,409 | 10,107 | 0.2% | 0.18% | 182 | -1,735 | -1.4% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 119,744 | 9,887 | 0.0% | 0.03% | 183 | +2,950 | 2.53% | Q1 2026 | May 04, 2026 |
| Pointe Capital Management LLC | History | Added to | 118,543 | 9,788 | 4.85% | 4.49% | 184 | +9,295 | 8.51% | Q1 2026 | May 15, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 117,887 | 9,733 | 0.37% | 0.33% | 185 | +11,511 | 10.82% | Q1 2026 | May 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 115,955 | 9,574 | 0.55% | 0.11% | 186 | +91,461 | 373.4% | Q1 2026 | Apr 20, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 115,875 | 9,567 | 2.47% | 1.56% | 187 | +40,929 | 54.61% | Q1 2026 | May 07, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 115,152 | 9,508 | 5.06% | 5.29% | 188 | -3,896 | -3.27% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 114,783 | 9,477 | 0.05% | 0.04% | 189 | -15,922 | -12.18% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 114,331 | 9,440 | 0.14% | 0.15% | 190 | -7,556 | -6.2% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 114,008 | 9,413 | 0.15% | 0.16% | 191 | -2,426 | -2.08% | Q1 2026 | Apr 27, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 113,796 | 9,396 | 0.13% | 0.14% | 192 | +5,796 | 5.37% | Q1 2026 | Apr 10, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 113,233 | 9,349 | 2.85% | 2.63% | 193 | +5,787 | 5.39% | Q1 2026 | May 13, 2026 |
| Alamar Capital Management, LLC | History | Added to | 113,224 | 9,348 | 5.71% | 4.43% | 194 | +16,302 | 16.82% | Q1 2026 | May 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 112,160 | 9,261 | 0.27% | 0.15% | 195 | +49,450 | 78.86% | Q1 2026 | May 11, 2026 |
| Buttonwood Financial Advisors Inc. | History | Added to | 110,735 | 9,143 | 3.06% | 2.9% | 196 | +5,612 | 5.34% | Q1 2026 | Apr 21, 2026 |
| Symmetry Partners, LLC | History | Added to | 110,020 | 9,084 | 0.52% | 0.53% | 197 | +2,763 | 2.58% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 107,647 | 8,888 | 0.02% | 0.02% | 198 | +8,377 | 8.44% | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 107,381 | 8,866 | 3.85% | 3.73% | 199 | +5,075 | 4.96% | Q1 2026 | May 12, 2026 |
| LWM ADVISORS INC | History | Added to | 107,313 | 8,860 | 7.69% | 7.77% | 200 | +645 | 0.6% | Q1 2026 | Apr 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 106,582 | 8,800 | 0.49% | 0.53% | 201 | -6,937 | -6.11% | Q1 2026 | Apr 20, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 106,551 | 8,797 | 4.73% | 4.72% | 202 | -788 | -0.73% | Q1 2026 | May 14, 2026 |
| Invariant Investment Management | History | Reduced | 106,422 | 8,773 | 5.4% | 5.69% | 203 | -868 | -0.81% | Q1 2026 | Apr 13, 2026 |
| Members Trust Co | History | Reduced | 105,463 | 8,708 | 0.29% | 0.3% | 204 | -4,792 | -4.35% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 105,038 | 8,672 | 0.07% | 0.12% | 205 | -93,652 | -47.13% | Q1 2026 | May 11, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 103,691 | 8,561 | 3.74% | 4.14% | 206 | -7,952 | -7.12% | Q1 2026 | May 05, 2026 |
| Beacon Wealthcare LLC | History | Added to | 103,519 | 8,547 | 3.01% | 2.88% | 207 | +2,323 | 2.3% | Q1 2026 | Apr 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 103,002 | 8,504 | 0.06% | 0.05% | 208 | +33,429 | 48.05% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 102,136 | 8,431 | 0.01% | 0.01% | 209 | +30,305 | 42.19% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 101,859 | 8,410 | 0.61% | 0.52% | 210 | +8,480 | 9.08% | Q1 2026 | Apr 20, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 101,739 | 8,400 | 1.09% | 1.24% | 211 | -13,824 | -11.96% | Q1 2026 | Apr 23, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 100,955 | 8,335 | 2.67% | 2.34% | 212 | +19,008 | 23.2% | Q1 2026 | Apr 15, 2026 |
| Shira Ridge Wealth Management | History | Added to | 100,447 | 8,293 | 3.28% | 1.65% | 213 | +50,876 | 102.63% | Q1 2026 | Apr 13, 2026 |
| Eley Financial Management, Inc | History | Added to | 100,280 | 8,280 | 2.99% | 2.91% | 214 | +2,572 | 2.63% | Q1 2026 | May 19, 2026 |
| Tidal Investments LLC | History | New | 99,828 | 8,240 | 0.02% | — | 215 | +99,828 | New | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Added to | 97,793 | 8,074 | 0.09% | 0.07% | 216 | +9,233 | 10.43% | Q1 2026 | May 15, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 97,461 | 8,047 | 1.93% | 1.86% | 217 | +5,265 | 5.71% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 97,229 | 8,028 | 0.12% | 0.05% | 218 | +57,868 | 147.02% | Q1 2026 | May 13, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 97,005 | 8,009 | 1.77% | 1.42% | 219 | +16,520 | 20.53% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 96,345 | 7,955 | 0.27% | 0.26% | 220 | +1,499 | 1.58% | Q1 2026 | Apr 22, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 95,642 | 7,897 | 0.59% | 0.73% | 221 | -22,540 | -19.07% | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 95,419 | 7,878 | 0.17% | 0.16% | 222 | +5,123 | 5.67% | Q1 2026 | May 01, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 94,954 | 7,840 | 0.43% | 0.5% | 223 | -14,672 | -13.38% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 94,289 | 7,806 | 0.05% | 0.05% | 224 | +10,542 | 12.59% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 94,290 | 7,785 | 0.0% | 0.0% | 225 | -33,538 | -26.24% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 93,900 | 7,753 | 0.8% | 1.33% | 226 | -64,049 | -40.55% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 92,026 | 7,621 | 0.14% | 0.14% | 227 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 92,145 | 7,608 | 0.58% | 0.15% | 228 | +68,970 | 297.61% | Q1 2026 | Apr 08, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 90,911 | 7,506 | 2.25% | 2.01% | 229 | +2,462 | 2.78% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 90,453 | 7,468 | 0.04% | 0.05% | 230 | -9,104 | -9.14% | Q1 2026 | May 05, 2026 |
| DURANTE & WATERS, LLC | History | Reduced | 90,300 | 7,456 | 5.4% | 5.28% | 231 | -1,033 | -1.13% | Q1 2026 | May 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 89,845 | 7,418 | 0.44% | 1.62% | 232 | -245,281 | -73.19% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 89,686 | 7,405 | 0.16% | 0.16% | 233 | -4,154 | -4.43% | Q1 2026 | May 15, 2026 |
| Values First Advisors, Inc. | History | Added to | 89,406 | 7,382 | 3.85% | 3.75% | 234 | +2,044 | 2.34% | Q1 2026 | Apr 17, 2026 |
| BayBridge Capital Group, LLC | History | No change | 88,665 | 7,343 | 4.55% | 4.55% | 235 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Well Done, LLC | History | Added to | 88,181 | 7,281 | 1.07% | 0.76% | 236 | +26,488 | 42.94% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 88,153 | 7,278 | 0.08% | 0.07% | 237 | +16,326 | 22.73% | Q1 2026 | Apr 23, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 87,220 | 7,201 | 1.89% | 1.71% | 238 | +10,424 | 13.57% | Q1 2026 | Apr 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 86,138 | 7,112 | 0.08% | 0.1% | 239 | -4,836 | -5.32% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 85,802 | 7,084 | 0.45% | 0.45% | 240 | +775 | 0.91% | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | Reduced | 85,336 | 7,046 | 0.46% | 0.49% | 241 | -6,060 | -6.63% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 85,184 | 7,033 | 0.13% | 0.12% | 242 | +7,100 | 9.09% | Q1 2026 | May 11, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 84,997 | 7,018 | 2.19% | 1.84% | 243 | +13,100 | 18.22% | Q1 2026 | Apr 08, 2026 |
| Allianz Asset Management GmbH | History | Added to | 84,773 | 6,999 | 0.01% | 0.0% | 244 | +28,932 | 51.81% | Q1 2026 | May 11, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 84,761 | 6,998 | 1.03% | 1.23% | 245 | +3,934 | 4.87% | Q1 2026 | Apr 27, 2026 |
| Donoghue Forlines LLC | History | New | 84,477 | 6,975 | 1.93% | — | 246 | +84,477 | New | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 84,449 | 6,972 | 0.04% | 0.04% | 247 | -1,165 | -1.36% | Q1 2026 | Apr 15, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 83,563 | 6,899 | 5.23% | 5.24% | 248 | +7,620 | 10.03% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 83,517 | 6,895 | 0.03% | 0.04% | 249 | -4,817 | -5.45% | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 83,352 | 6,882 | 0.42% | 0.43% | 250 | -4,086 | -4.67% | Q1 2026 | May 01, 2026 |
| Boltwood Capital Management | History | Added to | 83,325 | 6,880 | 1.75% | 1.7% | 251 | +4,315 | 5.46% | Q1 2026 | Apr 07, 2026 |
| Napier Financial, LLC | History | Reduced | 83,257 | 6,874 | 1.58% | 1.73% | 252 | -386 | -0.46% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 81,759 | 6,750 | 0.08% | 0.08% | 253 | +6,205 | 8.21% | Q1 2026 | Apr 20, 2026 |
| Broyhill Asset Management, LLC | History | Reduced | 81,724 | 6,747 | 6.23% | 7.49% | 254 | -20,993 | -20.44% | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 81,353 | 6,717 | 0.12% | 0.12% | 255 | +2,457 | 3.11% | Q1 2026 | Apr 10, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 80,619 | 6,656 | 3.72% | 9.9% | 256 | -148,493 | -64.81% | Q1 2026 | Apr 10, 2026 |
| Kooman & Associates | History | Added to | 79,939 | 6,600 | 1.97% | 1.91% | 257 | +1,984 | 2.55% | Q1 2026 | Apr 21, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 79,151 | 6,531 | 1.02% | 1.1% | 258 | -3,079 | -3.74% | Q1 2026 | Apr 23, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 79,048 | 6,527 | 4.15% | 4.04% | 259 | +33 | 0.04% | Q1 2026 | Apr 24, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 78,918 | 6,516 | 3.96% | 4.36% | 260 | +592 | 0.76% | Q1 2026 | Apr 21, 2026 |
| Balefire, LLC | History | Reduced | 78,270 | 6,462 | 1.22% | 2.12% | 261 | -53,375 | -40.54% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 76,423 | 6,310 | 0.2% | 0.11% | 262 | +36,738 | 92.57% | Q1 2026 | May 15, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 76,128 | 6,285 | 1.82% | 1.86% | 263 | -1,676 | -2.15% | Q1 2026 | Apr 10, 2026 |
| Modus Advisors, LLC | History | Added to | 76,053 | 6,279 | 1.73% | 1.52% | 264 | +6,564 | 9.45% | Q1 2026 | May 04, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Added to | 75,817 | 6,260 | 1.81% | 0.01% | 265 | +73,181 | 2776.21% | Q1 2026 | May 05, 2026 |
| Able Wealth Management LLC | History | Added to | 75,529 | 6,236 | 1.67% | 1.83% | 266 | +5,704 | 8.17% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 75,444 | 6,229 | 0.22% | 0.28% | 267 | -21,236 | -21.97% | Q1 2026 | Apr 14, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 75,292 | 6,216 | 0.64% | 0.59% | 268 | +7,012 | 10.27% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 75,220 | 6,210 | 0.03% | 0.03% | 269 | +25,617 | 51.64% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 75,446 | 6,200 | 0.6% | 0.68% | 270 | +1,829 | 2.48% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 74,965 | 6,189 | 0.12% | 0.01% | 271 | +68,722 | 1100.78% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 74,646 | 6,163 | 0.36% | 0.35% | 272 | +2,228 | 3.08% | Q1 2026 | Apr 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 74,581 | 6,158 | 0.09% | 0.08% | 273 | +6,289 | 9.21% | Q1 2026 | May 01, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 74,182 | 6,125 | 6.38% | 6.12% | 274 | -1,036 | -1.38% | Q1 2026 | Apr 29, 2026 |
| Biltmore Family Office, LLC | History | Added to | 72,823 | 6,013 | 0.84% | 0.78% | 275 | +4,512 | 6.61% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 72,800 | 6,011 | 0.02% | 0.01% | 276 | +6,554 | 9.89% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 72,424 | 5,980 | 0.07% | 0.24% | 277 | -135,055 | -65.09% | Q1 2026 | Apr 23, 2026 |
| Greenspring Advisors, LLC | History | Added to | 71,652 | 5,916 | 0.36% | 0.36% | 278 | +1,198 | 1.7% | Q1 2026 | May 04, 2026 |
| Capasso Planning Partners LLC | History | No change | 71,242 | 5,900 | 3.23% | 3.23% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 70,758 | 5,842 | 0.12% | 0.13% | 280 | -1,980 | -2.72% | Q1 2026 | May 13, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 70,640 | 5,832 | 2.78% | 2.77% | 281 | +1,972 | 2.87% | Q1 2026 | May 05, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 70,215 | 5,797 | 1.41% | 0.15% | 282 | +62,625 | 825.1% | Q1 2026 | May 12, 2026 |
| Glenview Trust Co | History | Reduced | 70,044 | 5,783 | 0.09% | 0.09% | 283 | -42 | -0.06% | Q1 2026 | May 08, 2026 |
| Intrua Financial, LLC | History | Added to | 69,725 | 5,757 | 0.59% | 0.12% | 284 | +56,049 | 409.83% | Q1 2026 | Apr 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 69,477 | 5,736 | 0.24% | 0.23% | 285 | +1,939 | 2.87% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 68,845 | 5,684 | 0.08% | 0.1% | 286 | -26,035 | -27.44% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 68,583 | 5,662 | 0.37% | 0.22% | 287 | +27,719 | 67.83% | Q1 2026 | Apr 15, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 67,727 | 5,592 | 2.24% | 2.28% | 288 | +3,896 | 6.1% | Q1 2026 | Apr 30, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 66,763 | 5,512 | 3.98% | 3.93% | 289 | -2,286 | -3.31% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Added to | 66,504 | 5,491 | 0.03% | 0.02% | 291 | +34,018 | 104.72% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | Added to | 66,511 | 5,491 | 0.04% | 0.04% | 290 | +4,284 | 6.88% | Q1 2026 | May 08, 2026 |
| Oxbow Advisors, LLC | History | Added to | 66,353 | 5,478 | 0.47% | 0.32% | 292 | +22,614 | 51.7% | Q1 2026 | Apr 27, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 65,968 | 5,446 | 0.28% | 0.28% | 293 | -305 | -0.46% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 65,728 | 5,427 | 0.05% | 0.04% | 294 | +29,276 | 80.31% | Q1 2026 | May 13, 2026 |
| SEMITAM BONAM LLC | History | Added to | 64,431 | 5,320 | 4.35% | 4.05% | 295 | +5,639 | 9.59% | Q1 2026 | Apr 21, 2026 |
| Aries Wealth Management | History | Added to | 63,163 | 5,215 | 1.15% | 1.04% | 296 | +6,193 | 10.87% | Q1 2026 | May 14, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 63,035 | 5,204 | 3.25% | 3.25% | 297 | +94 | 0.15% | Q1 2026 | Apr 10, 2026 |
| One Day In July LLC | History | Added to | 62,970 | 5,199 | 0.42% | 0.42% | 298 | +1,129 | 1.83% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 62,784 | 5,184 | 0.04% | 0.05% | 299 | -5,078 | -7.48% | Q1 2026 | Apr 15, 2026 |
| Mount Lucas Management LP | History | Added to | 62,719 | 5,178 | 1.91% | 0.8% | 300 | +38,685 | 160.96% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 62,594 | 5,168 | 0.23% | 0.24% | 301 | +372 | 0.6% | Q1 2026 | May 12, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 62,105 | 5,128 | 2.45% | 6.28% | 302 | +59,818 | 2615.57% | Q1 2026 | May 06, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 61,167 | 5,050 | 0.89% | 0.83% | 303 | +5,709 | 10.29% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 60,581 | 5,002 | 0.13% | 0.13% | 304 | -141 | -0.23% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 60,565 | 5,000 | 0.06% | 0.01% | 305 | +48,303 | 393.92% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 60,003 | 4,931 | 1.11% | 0.4% | 306 | +40,471 | 207.2% | Q1 2026 | May 08, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 59,390 | 4,903 | 0.37% | 0.06% | 307 | +48,030 | 422.8% | Q1 2026 | May 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 59,100 | 4,879 | 0.0% | 0.0% | 308 | -151,868 | -71.99% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 57,968 | 4,786 | 0.15% | 0.08% | 309 | +1,786 | 3.18% | Q1 2026 | Apr 29, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 57,430 | 4,742 | 0.14% | 0.14% | 310 | +1,464 | 2.62% | Q1 2026 | Apr 14, 2026 |
| Compass Wealth Management, LLC/GA | History | New | 57,173 | 4,720 | 2.02% | — | 312 | +57,173 | New | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 57,218 | 4,720 | 0.15% | 0.14% | 311 | -614 | -1.06% | Q1 2026 | May 11, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Added to | 56,657 | 4,678 | 0.24% | 0.04% | 313 | +48,500 | 594.58% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 55,766 | 4,604 | 0.0% | 0.0% | 314 | +7,165 | 14.74% | Q1 2026 | May 13, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 55,323 | 4,568 | 0.19% | 0.16% | 315 | +10,856 | 24.41% | Q1 2026 | Apr 30, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 55,040 | 4,544 | 3.63% | 3.61% | 316 | +1,040 | 1.93% | Q1 2026 | May 12, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 54,901 | 4,533 | 0.89% | 0.84% | 317 | +4,711 | 9.39% | Q1 2026 | May 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 54,775 | 4,522 | 0.41% | 0.31% | 319 | +16,175 | 41.9% | Q1 2026 | May 06, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 54,821 | 4,522 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 54,202 | 4,475 | 0.35% | 0.42% | 320 | -11,309 | -17.26% | Q1 2026 | Apr 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 54,131 | 4,469 | 0.27% | 0.02% | 321 | -57,879 | -51.67% | Q1 2026 | May 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 54,175 | 4,461 | 0.14% | 0.11% | 322 | -7,255 | -11.81% | Q1 2026 | Apr 08, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 53,853 | 4,446 | 0.98% | 0.25% | 323 | +41,368 | 331.34% | Q1 2026 | May 15, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 53,296 | 4,400 | 2.18% | 2.26% | 324 | -918 | -1.69% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 53,043 | 4,379 | 0.02% | — | 325 | +53,043 | New | Q1 2026 | May 12, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 52,467 | 4,332 | 0.32% | 0.38% | 326 | -9,243 | -14.98% | Q1 2026 | May 14, 2026 |
| MFA Wealth Services | History | Reduced | 52,343 | 4,321 | 2.86% | 3.16% | 327 | -4,080 | -7.23% | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 52,043 | 4,297 | 0.02% | 0.02% | 328 | -3,671 | -6.59% | Q1 2026 | May 11, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 51,759 | 4,273 | 2.18% | 2.21% | 329 | -1,377 | -2.59% | Q1 2026 | Apr 22, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 51,255 | 4,232 | 0.22% | 0.26% | 330 | -19,411 | -27.47% | Q1 2026 | Apr 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 50,756 | 4,190 | 0.13% | 0.16% | 331 | -11,510 | -18.49% | Q1 2026 | Apr 24, 2026 |
| Hilltop Holdings Inc. | History | Added to | 50,090 | 4,135 | 0.37% | 0.03% | 332 | +43,295 | 637.16% | Q1 2026 | May 14, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 49,707 | 4,104 | 0.19% | 0.18% | 333 | +465 | 0.94% | Q1 2026 | May 12, 2026 |
| Phoenix Financial Ltd. | History | Added to | 49,561 | 4,092 | 0.04% | 0.0% | 334 | +45,352 | 1077.5% | Q1 2026 | May 11, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 49,328 | 4,073 | 1.5% | 1.09% | 335 | +13,758 | 38.68% | Q1 2026 | May 08, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 49,273 | 4,068 | 1.65% | 1.28% | 336 | +10,013 | 25.5% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 49,211 | 4,063 | 0.0% | 0.0% | 337 | +31,398 | 176.26% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 48,806 | 4,029 | 0.39% | 0.4% | 338 | -3,378 | -6.47% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 48,401 | 3,996 | 0.07% | 0.07% | 339 | +1,797 | 3.86% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 48,300 | 3,988 | 0.04% | 0.01% | 340 | +44,988 | 1358.33% | Q1 2026 | May 12, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 47,728 | 3,940 | 3.87% | 3.73% | 341 | +4,503 | 10.42% | Q1 2026 | May 22, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 47,205 | 3,897 | 0.14% | 1.16% | 342 | -330,530 | -87.5% | Q1 2026 | May 15, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 46,308 | 3,824 | 1.42% | 1.45% | 343 | -305 | -0.65% | Q1 2026 | Apr 07, 2026 |
| Corecam Pte. Ltd. | History | No change | 46,269 | 3,820 | 1.66% | 1.99% | 344 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 46,247 | 3,818 | 0.4% | 0.41% | 345 | -792 | -1.68% | Q1 2026 | Apr 08, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 46,145 | 3,809 | 1.27% | 1.42% | 346 | -5,287 | -10.28% | Q1 2026 | Apr 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 45,451 | 3,752 | 0.33% | 0.28% | 348 | +6,654 | 17.15% | Q1 2026 | May 12, 2026 |
| ASPIRIANT, LLC | History | Added to | 45,441 | 3,752 | 0.11% | 0.1% | 347 | +3,288 | 7.8% | Q1 2026 | May 12, 2026 |
| Efficient Advisors, LLC | History | Reduced | 44,994 | 3,715 | 0.26% | 0.3% | 349 | -17,015 | -27.44% | Q1 2026 | Apr 29, 2026 |
| Perennial Advisors, LLC | History | Added to | 44,753 | 3,695 | 0.63% | 0.59% | 350 | +2,287 | 5.39% | Q1 2026 | Apr 13, 2026 |
| BFSG, LLC | History | Added to | 44,471 | 3,671 | 0.35% | 0.33% | 351 | +3,542 | 8.65% | Q1 2026 | Apr 28, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 44,360 | 3,662 | 3.13% | 2.31% | 352 | +15,969 | 56.25% | Q1 2026 | Apr 27, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 43,949 | 3,628 | 0.33% | 0.3% | 353 | +765 | 1.77% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 43,506 | 3,603 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hudock, Inc. | History | Added to | 43,596 | 3,599 | 0.53% | 0.45% | 355 | +7,049 | 19.29% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 43,396 | 3,583 | 0.02% | — | 356 | +43,396 | New | Q1 2026 | May 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 43,318 | 3,576 | 0.89% | 1.25% | 357 | -11,619 | -21.15% | Q1 2026 | Apr 29, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 42,967 | 3,547 | 1.83% | 1.75% | 358 | -199 | -0.46% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 42,415 | 3,502 | 0.13% | 0.03% | 359 | +34,793 | 456.48% | Q1 2026 | May 19, 2026 |
| HCR Wealth Advisors | History | Reduced | 41,996 | 3,467 | 0.36% | 0.41% | 360 | -7,701 | -15.5% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Added to | 41,955 | 3,467 | 0.05% | 0.06% | 361 | +2,291 | 5.78% | Q1 2026 | Apr 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 41,874 | 3,457 | 0.11% | 0.11% | 362 | -3,124 | -6.94% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 41,754 | 3,447 | 0.05% | 0.04% | 363 | +9,822 | 30.76% | Q1 2026 | Apr 08, 2026 |
| Ascentis Independent Advisors | History | Added to | 41,639 | 3,438 | 0.26% | 0.32% | 364 | +17,438 | 72.05% | Q1 2026 | Apr 28, 2026 |
| PEOPLES BANK /OH | History | Added to | 41,606 | 3,435 | 2.11% | 2.1% | 365 | +777 | 1.9% | Q1 2026 | Apr 24, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 41,598 | 3,434 | 0.0% | 0.0% | 366 | +34,083 | 453.53% | Q1 2026 | May 15, 2026 |
| LightSquare Wealth Management, LLC | History | New | 41,566 | 3,432 | 2.57% | — | 367 | +41,566 | New | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 41,453 | 3,422 | 0.78% | 0.76% | 368 | -158 | -0.38% | Q1 2026 | Apr 30, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 41,045 | 3,389 | 0.1% | 0.09% | 369 | +1,543 | 3.91% | Q1 2026 | Apr 10, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 40,667 | 3,357 | 0.79% | 0.76% | 370 | +820 | 2.06% | Q1 2026 | May 12, 2026 |
| Petros Family Wealth, LLC | History | New | 40,428 | 3,338 | 2.38% | — | 371 | +40,428 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 40,275 | 3,325 | 0.17% | 0.16% | 372 | +4,691 | 13.18% | Q1 2026 | May 07, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 40,186 | 3,318 | 0.69% | 0.44% | 373 | +15,664 | 63.88% | Q1 2026 | Apr 30, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 40,177 | 3,317 | 0.35% | 0.36% | 374 | +17,033 | 73.6% | Q1 2026 | Apr 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 40,151 | 3,315 | 0.13% | 0.11% | 375 | -797 | -1.95% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 40,013 | 3,303 | 0.02% | 0.02% | 376 | +2,086 | 5.5% | Q1 2026 | May 11, 2026 |
| Global Endowment Management, LP | History | No change | 40,000 | 3,303 | 0.37% | 0.41% | 377 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 40,140 | 3,297 | 0.09% | 0.11% | 378 | +10,301 | 34.52% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 39,629 | 3,272 | 0.01% | 0.01% | 379 | -1,055 | -2.59% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 39,326 | 3,247 | 0.05% | 0.07% | 380 | -3,043 | -7.18% | Q1 2026 | May 18, 2026 |
| Blue Capital, Inc. | History | New | 39,260 | 3,241 | 2.12% | — | 381 | +39,260 | New | Q1 2026 | Apr 24, 2026 |
| Westwood Wealth Management | History | New | 39,050 | 3,224 | 1.27% | — | 382 | +39,050 | New | Q1 2026 | May 11, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 39,045 | 3,223 | 0.52% | 0.49% | 383 | -25 | -0.06% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 38,945 | 3,215 | 0.12% | 0.09% | 384 | +8,352 | 27.3% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 38,603 | 3,187 | 0.25% | 0.32% | 385 | -13,176 | -25.45% | Q1 2026 | Apr 23, 2026 |
| Keel Point, LLC | History | No change | 38,398 | 3,180 | 0.19% | 0.19% | 386 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 38,374 | 3,168 | 0.27% | 0.04% | 387 | +33,610 | 705.5% | Q1 2026 | Apr 15, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 38,282 | 3,160 | 0.32% | 0.07% | 389 | +29,681 | 345.09% | Q1 2026 | May 15, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 38,275 | 3,160 | 0.16% | 0.16% | 388 | -1,179 | -2.99% | Q1 2026 | Apr 29, 2026 |
| PRUDENTIAL PLC | History | New | 38,155 | 3,150 | 0.02% | — | 390 | +38,155 | New | Q1 2026 | May 13, 2026 |
| Investment Advisory Group, LLC | History | Added to | 38,057 | 3,142 | 0.8% | 0.8% | 391 | +560 | 1.49% | Q1 2026 | Apr 22, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 37,948 | 3,133 | 0.72% | 0.72% | 392 | -586 | -1.52% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 37,735 | 3,110 | 0.48% | 0.5% | 393 | -560 | -1.46% | Q1 2026 | Apr 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 37,445 | 3,091 | 0.04% | 0.03% | 394 | +420 | 1.13% | Q1 2026 | Apr 28, 2026 |
| CPR Investments Inc. | History | Added to | 37,383 | 3,086 | 2.06% | 1.93% | 395 | +2,729 | 7.87% | Q1 2026 | Apr 16, 2026 |
| Plan Group Financial, LLC | History | Added to | 37,285 | 3,078 | 0.72% | 0.58% | 396 | +10,217 | 37.75% | Q1 2026 | Apr 13, 2026 |
| Private Advisory Group LLC | History | Added to | 37,111 | 3,064 | 0.2% | 0.23% | 397 | +1,009 | 2.79% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 37,038 | 3,058 | 0.09% | 0.09% | 398 | +2,375 | 6.85% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 36,999 | 3,052 | 0.11% | 0.09% | 399 | +9,201 | 33.1% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Reduced | 36,876 | 3,044 | 0.16% | 0.2% | 400 | -4,721 | -11.35% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 36,523 | 3,015 | 0.06% | 0.06% | 401 | +48 | 0.13% | Q1 2026 | Apr 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 36,038 | 2,975 | 0.07% | 0.07% | 402 | -4,290 | -10.64% | Q1 2026 | May 15, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 36,029 | 2,974 | 2.03% | 2.02% | 403 | +1,090 | 3.12% | Q1 2026 | Apr 21, 2026 |
| Bienville Capital Management, LLC | History | Added to | 35,914 | 2,965 | 0.54% | 0.22% | 404 | +19,109 | 113.71% | Q1 2026 | May 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 35,814 | 2,958 | 0.78% | 0.69% | 405 | +6,146 | 20.72% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 35,808 | 2,957 | 0.09% | 0.07% | 406 | +5,307 | 17.4% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 35,468 | 2,928 | 0.07% | 0.09% | 407 | -8,940 | -20.13% | Q1 2026 | May 15, 2026 |
| Black Swift Group, LLC | History | Added to | 35,300 | 2,914 | 0.51% | 0.44% | 408 | +5,400 | 18.06% | Q1 2026 | Apr 24, 2026 |
| Ascent Advisors, LLC | History | New | 35,266 | 2,911 | 5.35% | — | 410 | +35,266 | New | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 35,267 | 2,911 | 0.07% | 0.07% | 409 | +1,256 | 3.69% | Q1 2026 | Apr 29, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 35,268 | 2,902 | 0.29% | 0.32% | 411 | +6,135 | 21.06% | Q1 2026 | May 12, 2026 |
| Arena Capital Advisors, LLC- CA | History | New | 35,000 | 2,889 | 1.45% | — | 412 | +35,000 | New | Q1 2026 | May 04, 2026 |
| Counterweight Ventures, LLC | History | Added to | 34,971 | 2,887 | 1.62% | 1.43% | 413 | +4,189 | 13.61% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 34,957 | 2,886 | 0.05% | 0.05% | 414 | +1,284 | 3.81% | Q1 2026 | Apr 17, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 34,725 | 2,875 | 0.87% | 0.87% | 415 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 34,717 | 2,866 | 0.09% | 0.1% | 416 | -1,411 | -3.91% | Q1 2026 | May 14, 2026 |
| Blue Fin Capital, Inc. | History | No change | 34,585 | 2,864 | 0.44% | 0.44% | 417 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Essential Planning, LLC. | History | Reduced | 34,459 | 2,845 | 0.9% | 0.95% | 418 | -1,673 | -4.63% | Q1 2026 | Apr 22, 2026 |
| NWAM LLC | History | Reduced | 34,334 | 2,834 | 0.16% | 0.18% | 419 | -3,683 | -9.69% | Q1 2026 | May 04, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 34,168 | 2,821 | 1.0% | 1.07% | 420 | -2,225 | -6.11% | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 34,141 | 2,819 | 0.0% | 0.0% | 421 | +4,017 | 13.33% | Q1 2026 | May 14, 2026 |
| American Investment Services, Inc. | History | Reduced | 33,825 | 2,792 | 0.62% | 0.68% | 422 | -1,391 | -3.95% | Q1 2026 | May 13, 2026 |
| WorthPointe, LLC | History | New | 33,730 | 2,785 | 0.75% | — | 423 | +33,730 | New | Q1 2026 | May 12, 2026 |
| Peak Asset Management, LLC | History | Reduced | 33,721 | 2,784 | 0.49% | 0.5% | 424 | -1,790 | -5.04% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 33,589 | 2,773 | 0.24% | 0.02% | 425 | +30,282 | 915.69% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 33,563 | 2,771 | 0.0% | — | 426 | +33,563 | New | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 33,357 | 2,754 | 0.42% | 0.44% | 427 | +82 | 0.25% | Q1 2026 | May 04, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 33,339 | 2,752 | 1.88% | 1.5% | 428 | +8,805 | 35.89% | Q1 2026 | Apr 15, 2026 |
| 1015 Capital Partners, LLC | History | No change | 33,252 | 2,745 | 2.67% | 2.7% | 429 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Single Point Partners, LLC | History | Added to | 32,748 | 2,704 | 0.54% | 0.54% | 430 | +34 | 0.1% | Q1 2026 | Apr 15, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 32,569 | 2,689 | 1.57% | 1.52% | 431 | +409 | 1.27% | Q1 2026 | Apr 16, 2026 |
| Dorsey Wright & Associates | History | New | 32,405 | 2,675 | 0.33% | — | 432 | +32,405 | New | Q1 2026 | May 06, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 32,209 | 2,659 | 0.49% | 0.49% | 433 | -636 | -1.94% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | New | 32,180 | 2,657 | 0.89% | — | 434 | +32,180 | New | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 32,155 | 2,655 | 0.07% | 0.01% | 435 | +26,276 | 446.95% | Q1 2026 | May 14, 2026 |
| IF Advisors, LLC | History | Added to | 31,869 | 2,631 | 1.86% | 2.01% | 436 | +2,014 | 6.75% | Q1 2026 | May 13, 2026 |
| Carr Financial Group Corp | History | Added to | 31,802 | 2,625 | 0.69% | 0.7% | 437 | +136 | 0.43% | Q1 2026 | May 12, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | New | 31,526 | 2,603 | 1.44% | — | 438 | +31,526 | New | Q1 2026 | May 11, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 31,513 | 2,601 | 1.87% | 2.07% | 439 | -2,677 | -7.83% | Q1 2026 | May 07, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 31,437 | 2,595 | 0.54% | 0.55% | 440 | -308 | -0.97% | Q1 2026 | Apr 23, 2026 |
| Community Bank, N.A. | History | Added to | 31,320 | 2,585 | 0.31% | 0.29% | 441 | +1,810 | 6.13% | Q1 2026 | May 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 31,271 | 2,582 | 0.03% | 0.02% | 442 | +4,647 | 17.45% | Q1 2026 | May 05, 2026 |
| Howard Capital Management Inc. | History | Added to | 31,156 | 2,572 | 0.04% | 0.02% | 443 | +7,974 | 34.4% | Q1 2026 | May 05, 2026 |
| Sequent Planning LLC | History | Added to | 31,070 | 2,565 | 0.62% | 0.64% | 444 | +749 | 2.47% | Q1 2026 | Apr 21, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 30,913 | 2,552 | 1.05% | 0.94% | 445 | +1,952 | 6.74% | Q1 2026 | Apr 22, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 30,821 | 2,544 | 0.07% | 0.08% | 446 | -1,064 | -3.34% | Q1 2026 | May 08, 2026 |
| PW Nova Financial Services LLC | History | Added to | 30,801 | 2,543 | 0.64% | 0.78% | 447 | +6,082 | 24.6% | Q1 2026 | Apr 15, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 30,410 | 2,510 | 0.1% | 0.1% | 448 | -1,550 | -4.85% | Q1 2026 | Apr 13, 2026 |
| Irenic Capital Management LP | History | No change | 30,000 | 2,477 | 0.16% | 0.17% | 449 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| COFG Advisors, LLC | History | Reduced | 29,584 | 2,442 | 0.6% | 0.63% | 450 | -1,034 | -3.38% | Q1 2026 | May 11, 2026 |
| Tillman Hartley LLC | History | Reduced | 29,492 | 2,435 | 0.61% | 0.63% | 451 | -716 | -2.37% | Q1 2026 | May 08, 2026 |
| Welch Group, LLC | History | Reduced | 29,463 | 2,432 | 0.09% | 0.15% | 452 | -16,151 | -35.41% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 29,208 | 2,411 | 0.09% | 0.09% | 453 | +257 | 0.89% | Q1 2026 | May 11, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 29,080 | 2,401 | 1.03% | 1.02% | 454 | +153 | 0.53% | Q1 2026 | Apr 20, 2026 |
| St. James Investment Company, LLC | History | Added to | 29,033 | 2,397 | 0.38% | 0.21% | 455 | +13,318 | 84.75% | Q1 2026 | May 14, 2026 |
| Traub Capital Management LLC | History | Reduced | 28,561 | 2,358 | 2.34% | 2.28% | 456 | -9 | -0.03% | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 28,207 | 2,329 | 0.17% | 0.18% | 457 | -426 | -1.49% | Q1 2026 | Apr 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 28,031 | 2,314 | 0.0% | 0.0% | 458 | -14,614 | -34.27% | Q1 2026 | May 14, 2026 |
| RMR Wealth Builders | History | Reduced | 27,925 | 2,305 | 0.18% | 0.19% | 459 | -881 | -3.06% | Q1 2026 | Apr 22, 2026 |
| EPG Wealth Management LLC | History | Reduced | 27,807 | 2,295 | 0.62% | 0.71% | 460 | -4,173 | -13.05% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 27,740 | 2,290 | 0.09% | 0.06% | 461 | +21,527 | 346.48% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Added to | 27,626 | 2,281 | 0.18% | 0.17% | 462 | +452 | 1.66% | Q1 2026 | Apr 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 27,594 | 2,278 | 0.04% | 0.05% | 463 | -8,476 | -23.5% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Added to | 27,257 | 2,250 | 0.03% | 0.02% | 464 | +5,228 | 23.73% | Q1 2026 | May 05, 2026 |
| Expressive Wealth LLC | History | Added to | 27,306 | 2,247 | 2.14% | 2.32% | 465 | +1,373 | 5.29% | Q1 2026 | May 11, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 27,132 | 2,240 | 0.76% | 0.87% | 466 | -1,979 | -6.8% | Q1 2026 | Apr 14, 2026 |
| Timelo Investment Management Inc. | History | No change | 27,100 | 2,237 | 1.76% | 0.8% | 467 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 27,087 | 2,236 | 0.38% | 0.35% | 468 | +2,075 | 8.3% | Q1 2026 | Apr 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 26,993 | 2,228 | 0.06% | 0.05% | 469 | +9,726 | 56.33% | Q1 2026 | May 11, 2026 |
| HEADINVEST, LLC | History | Reduced | 26,776 | 2,210 | 0.45% | 0.45% | 470 | -613 | -2.24% | Q1 2026 | May 15, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 26,678 | 2,202 | 0.22% | 0.21% | 471 | +591 | 2.27% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 26,648 | 2,200 | 0.08% | 0.08% | 472 | +1,114 | 4.36% | Q1 2026 | May 14, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | New | 26,490 | 2,187 | 0.12% | — | 473 | +26,490 | New | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Added to | 26,215 | 2,164 | 0.38% | 0.38% | 474 | +1,243 | 4.98% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,184 | 2,162 | 0.03% | 0.03% | 475 | +1,298 | 5.22% | Q1 2026 | Apr 14, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 25,944 | 2,142 | 1.39% | — | 476 | +25,944 | New | Q1 2026 | May 08, 2026 |
| EFG International AG | History | Added to | 25,940 | 2,141 | 0.05% | 0.04% | 477 | +3,423 | 15.2% | Q1 2026 | May 15, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Reduced | 25,888 | 2,137 | 0.06% | 2.73% | 478 | -1,683,067 | -98.49% | Q1 2026 | May 14, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 25,826 | 2,132 | 0.58% | 0.9% | 479 | -13,183 | -33.79% | Q1 2026 | Apr 28, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 25,751 | 2,126 | 0.2% | 0.04% | 480 | +20,630 | 402.85% | Q1 2026 | May 11, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 25,725 | 2,124 | 0.17% | 0.16% | 481 | +800 | 3.21% | Q1 2026 | Apr 29, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 25,661 | 2,118 | 1.14% | 1.17% | 482 | +240 | 0.94% | Q1 2026 | May 14, 2026 |
| Integras Partners LLC | History | Added to | 25,603 | 2,114 | 1.39% | 1.6% | 483 | +1,751 | 7.34% | Q1 2026 | May 12, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 25,447 | 2,094 | 1.51% | 1.68% | 484 | -2,275 | -8.21% | Q1 2026 | Apr 17, 2026 |
| Tactive Advisors, LLC | History | Added to | 25,347 | 2,092 | 0.59% | 0.44% | 485 | +7,202 | 39.69% | Q1 2026 | Apr 16, 2026 |
| GWN SECURITIES INC. | History | Added to | 25,322 | 2,090 | 0.4% | 0.41% | 486 | +602 | 2.44% | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 25,270 | 2,086 | 0.2% | 0.19% | 487 | +1,636 | 6.92% | Q1 2026 | Apr 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 25,199 | 2,080 | 0.05% | 0.07% | 488 | +8,142 | 47.73% | Q1 2026 | Apr 27, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 25,095 | 2,072 | 0.14% | 0.14% | 489 | +133 | 0.53% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 25,081 | 2,070 | 0.01% | 0.01% | 490 | -1,034 | -3.96% | Q1 2026 | Apr 27, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 25,146 | 2,064 | 1.05% | 1.05% | 491 | +598 | 2.44% | Q1 2026 | May 05, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 25,000 | 2,064 | 0.04% | 0.03% | 492 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ted Buchan & Co | History | Reduced | 24,829 | 2,050 | 0.74% | 4.47% | 493 | -122,258 | -83.12% | Q1 2026 | May 14, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 24,809 | 2,048 | 0.47% | 0.46% | 494 | +22 | 0.09% | Q1 2026 | Apr 15, 2026 |
| Boston Partners | History | Added to | 24,759 | 2,044 | 0.0% | 0.0% | 495 | +3,153 | 14.59% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | Added to | 24,710 | 2,040 | 0.71% | 0.65% | 496 | +599 | 2.48% | Q1 2026 | Apr 22, 2026 |
| Midwest Trust Co | History | Added to | 24,649 | 2,035 | 0.03% | 0.02% | 497 | +2,933 | 13.51% | Q1 2026 | May 01, 2026 |
| May Barnhard Investments LLC | History | Reduced | 24,602 | 2,031 | 0.99% | 1.12% | 498 | -3,996 | -13.97% | Q1 2026 | May 13, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Reduced | 24,543 | 2,026 | 0.21% | 0.36% | 499 | -22,883 | -48.25% | Q1 2026 | Apr 20, 2026 |
| NVWM, LLC | History | Added to | 24,402 | 2,014 | 0.45% | 0.39% | 500 | +2,712 | 12.5% | Q1 2026 | Apr 27, 2026 |
| FIRST HORIZON CORP | History | Added to | 24,290 | 2,005 | 0.08% | 0.09% | 501 | +773 | 3.29% | Q1 2026 | Apr 30, 2026 |
| Choate Investment Advisors | History | Added to | 24,232 | 2,000 | 0.04% | 0.02% | 503 | +14,858 | 158.5% | Q1 2026 | May 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 24,223 | 2,000 | 0.22% | 0.21% | 502 | -22 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 24,169 | 1,995 | 0.1% | 0.11% | 504 | -2,079 | -7.92% | Q1 2026 | May 15, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 24,084 | 1,988 | 0.46% | 0.45% | 505 | +955 | 4.13% | Q1 2026 | Apr 08, 2026 |
| Roundview Capital LLC | History | Added to | 23,999 | 1,981 | 0.12% | 0.1% | 506 | +3,522 | 17.2% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Added to | 23,730 | 1,959 | 0.11% | 0.08% | 507 | +337 | 1.44% | Q1 2026 | May 14, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 23,712 | 1,957 | 0.46% | 0.43% | 508 | +1,586 | 7.17% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 23,575 | 1,946 | 0.24% | 0.25% | 509 | -1,798 | -7.09% | Q1 2026 | May 04, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 23,455 | 1,936 | 0.71% | 0.71% | 510 | +1,686 | 7.74% | Q1 2026 | Apr 14, 2026 |
| Cooper Financial Group | History | Added to | 23,412 | 1,933 | 0.2% | 0.21% | 511 | +23 | 0.1% | Q1 2026 | Apr 07, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 23,376 | 1,930 | 1.55% | 1.76% | 512 | -3,352 | -12.54% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | No change | 23,309 | 1,924 | 0.02% | 0.02% | 513 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 23,208 | 1,916 | 1.18% | 1.61% | 515 | -7,897 | -25.39% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 23,209 | 1,916 | 0.01% | 0.01% | 514 | -199 | -0.85% | Q1 2026 | May 15, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 23,200 | 1,915 | 0.31% | 0.26% | 516 | -109 | -0.47% | Q1 2026 | Apr 28, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 23,142 | 1,911 | 0.0% | — | 517 | +23,142 | New | Q1 2026 | May 13, 2026 |
| Financial Harvest, LLC | History | Added to | 23,088 | 1,906 | 1.12% | 1.15% | 518 | +601 | 2.67% | Q1 2026 | May 05, 2026 |
| WHI TRUST Co LLC | History | Added to | 22,889 | 1,889 | 1.42% | 1.43% | 519 | +409 | 1.82% | Q1 2026 | Apr 24, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 22,722 | 1,876 | 0.91% | 1.12% | 520 | -4,796 | -17.43% | Q1 2026 | Apr 29, 2026 |
| Continuum Advisory, LLC | History | Reduced | 22,708 | 1,875 | 0.18% | 0.21% | 521 | -2,356 | -9.4% | Q1 2026 | Apr 22, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 22,558 | 1,861 | 0.03% | 0.02% | 522 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 22,469 | 1,855 | 0.64% | — | 523 | +22,468 | 2246800.0% | Q1 2026 | Apr 28, 2026 |
| Israel Discount Bank of New York | History | Added to | 22,174 | 1,830 | 4.01% | 3.06% | 524 | +8,613 | 63.51% | Q1 2026 | Apr 06, 2026 |
| 4J Wealth Management LLC | History | Reduced | 22,103 | 1,825 | 1.04% | 1.06% | 525 | -291 | -1.3% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 21,992 | 1,815 | 0.02% | 0.0% | 526 | +17,719 | 414.67% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 21,984 | 1,815 | 0.11% | 0.09% | 527 | -1,393 | -5.96% | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 21,986 | 1,815 | 0.12% | 0.12% | 528 | -508 | -2.26% | Q1 2026 | May 21, 2026 |
| CHOREO, LLC | History | Added to | 21,975 | 1,814 | 0.02% | 0.02% | 529 | +3,136 | 16.65% | Q1 2026 | May 12, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 21,947 | 1,812 | 1.0% | 1.0% | 530 | +26 | 0.12% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 21,838 | 1,803 | 0.02% | 0.02% | 531 | -250 | -1.13% | Q1 2026 | May 13, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 21,721 | 1,793 | 0.49% | 0.46% | 532 | +85 | 0.39% | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 21,696 | 1,791 | 0.45% | 0.35% | 533 | +5,219 | 31.67% | Q1 2026 | Apr 17, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 21,490 | 1,774 | 0.15% | 0.39% | 534 | -34,248 | -61.44% | Q1 2026 | Apr 08, 2026 |
| Empirical Asset Management, LLC | History | Added to | 21,382 | 1,765 | 0.47% | 0.49% | 535 | +211 | 1.0% | Q1 2026 | May 11, 2026 |
| Ruggiero Investments, Inc. | History | Added to | 21,346 | 1,762 | 1.7% | 1.21% | 536 | +5,120 | 31.55% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 20,880 | 1,724 | 0.06% | 0.05% | 537 | +4,696 | 29.02% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 20,860 | 1,722 | 0.04% | 0.04% | 538 | +3,261 | 18.53% | Q1 2026 | May 04, 2026 |
| Towercrest Capital Management | History | Added to | 20,754 | 1,713 | 0.27% | 0.26% | 539 | +1,194 | 6.1% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 20,699 | 1,709 | 0.1% | 0.11% | 540 | -2,133 | -9.34% | Q1 2026 | May 14, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 20,680 | 1,703 | 0.17% | 0.16% | 541 | +263 | 1.29% | Q1 2026 | May 12, 2026 |
| Pacific Point Advisors, LLC | History | No change | 20,547 | 1,696 | 0.89% | 0.91% | 542 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 20,515 | 1,693 | 0.41% | 0.4% | 543 | +919 | 4.69% | Q1 2026 | Apr 08, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 20,485 | 1,691 | 1.46% | 1.43% | 544 | +24 | 0.12% | Q1 2026 | Apr 30, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 20,453 | 1,688 | 0.43% | 0.23% | 546 | +8,357 | 69.09% | Q1 2026 | May 08, 2026 |
| CAPITAL COUNSEL LLC/NY | History | Added to | 20,450 | 1,688 | 0.07% | 0.06% | 545 | +650 | 3.28% | Q1 2026 | May 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 20,403 | 1,684 | 0.23% | 2.99% | 547 | -228,734 | -91.81% | Q1 2026 | Apr 16, 2026 |
| Klingman & Associates, LLC | History | New | 20,279 | 1,674 | 0.08% | — | 548 | +20,279 | New | Q1 2026 | May 14, 2026 |
| Entelevest, LLC | History | Reduced | 20,177 | 1,665 | 1.67% | 2.36% | 549 | -8,272 | -29.08% | Q1 2026 | May 04, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 20,119 | 1,661 | 1.2% | 1.42% | 550 | -2,916 | -12.66% | Q1 2026 | Apr 09, 2026 |
| AMG National Trust Bank | History | Added to | 20,028 | 1,653 | 0.04% | 0.02% | 551 | +8,075 | 67.56% | Q1 2026 | May 04, 2026 |
| Haverford Trust Co | History | Reduced | 19,951 | 1,647 | 0.02% | 0.02% | 552 | -3,743 | -15.8% | Q1 2026 | May 11, 2026 |
| Severin Investments, LLC | History | Added to | 19,856 | 1,639 | 1.41% | 0.75% | 553 | +9,565 | 92.95% | Q1 2026 | Apr 24, 2026 |
| King Wealth Management Group | History | Added to | 19,788 | 1,634 | 0.2% | 0.18% | 554 | +1,450 | 7.91% | Q1 2026 | May 04, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 19,728 | 1,628 | 0.98% | 0.6% | 556 | +7,662 | 63.5% | Q1 2026 | May 07, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 19,724 | 1,628 | 1.43% | 1.09% | 555 | +602 | 3.15% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Added to | 19,697 | 1,626 | 0.0% | 0.0% | 557 | +77 | 0.39% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 19,625 | 1,615 | 0.0% | 0.01% | 558 | -2,359 | -10.73% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 18,861 | 1,557 | 0.12% | 0.13% | 559 | -1,739 | -8.44% | Q1 2026 | May 13, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 18,844 | 1,555 | 0.37% | 0.3% | 560 | +7,310 | 63.38% | Q1 2026 | May 15, 2026 |
| Maxele Advisors, LLC | History | No change | 18,778 | 1,555 | 1.26% | 1.26% | 561 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PFG Investments, LLC | History | Reduced | 18,784 | 1,550 | 0.07% | 0.08% | 562 | -1,684 | -8.23% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 18,771 | 1,549 | 0.01% | 0.01% | 563 | +379 | 2.06% | Q1 2026 | May 01, 2026 |
| EVOKE WEALTH, LLC | History | New | 18,693 | 1,543 | 0.03% | — | 565 | +18,693 | New | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 18,698 | 1,543 | 0.15% | 0.16% | 564 | -932 | -4.75% | Q1 2026 | Apr 27, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 18,602 | 1,536 | 0.15% | 0.16% | 566 | -687 | -3.56% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | Added to | 18,507 | 1,528 | 0.62% | 0.62% | 567 | +961 | 5.48% | Q1 2026 | Apr 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 18,485 | 1,526 | 0.0% | — | 568 | +18,485 | New | Q1 2026 | May 15, 2026 |
| New Insight Wealth Advisors | History | Reduced | 18,399 | 1,519 | 0.54% | 0.83% | 569 | -9,828 | -34.82% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 18,220 | 1,504 | 0.01% | 0.01% | 570 | -6,214 | -25.43% | Q1 2026 | Apr 30, 2026 |
| WLTH Capital Management, LLC | History | Added to | 18,013 | 1,487 | 1.17% | 1.14% | 571 | +209 | 1.17% | Q1 2026 | Apr 10, 2026 |
| Freestate Advisors LLC | History | Reduced | 17,926 | 1,480 | 1.18% | 1.24% | 572 | -557 | -3.01% | Q1 2026 | Apr 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 17,923 | 1,479 | 0.04% | 0.04% | 573 | +1,427 | 8.65% | Q1 2026 | Apr 27, 2026 |
| Guardian Partners Inc. | History | Added to | 17,889 | 1,478 | 0.12% | 0.09% | 574 | +4,093 | 29.67% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | New | 17,879 | 1,476 | 0.02% | — | 575 | +17,879 | New | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 17,818 | 1,471 | 0.1% | 0.04% | 576 | +11,391 | 177.24% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 17,807 | 1,470 | 0.02% | 0.02% | 577 | +7,214 | 68.1% | Q1 2026 | Apr 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 17,629 | 1,454 | 0.09% | 0.08% | 578 | -3,616 | -17.02% | Q1 2026 | Apr 24, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 17,568 | 1,450 | 0.42% | 0.48% | 579 | -1,878 | -9.66% | Q1 2026 | Apr 30, 2026 |
| Robinson Value Management, Ltd. | History | Added to | 17,501 | 1,445 | 0.8% | 0.78% | 580 | +26 | 0.15% | Q1 2026 | May 05, 2026 |
| FARMERS TRUST CO | History | Added to | 17,416 | 1,438 | 0.23% | 0.19% | 581 | +3,615 | 26.19% | Q1 2026 | Apr 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 17,411 | 1,437 | 0.03% | 0.02% | 582 | +8,719 | 100.31% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 17,392 | 1,436 | 0.0% | 0.0% | 583 | -468 | -2.62% | Q1 2026 | May 15, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 17,313 | 1,429 | 0.72% | 0.81% | 584 | -3,028 | -14.89% | Q1 2026 | May 12, 2026 |
| Auxano Advisors, LLC | History | Added to | 17,274 | 1,426 | 0.28% | 0.12% | 585 | +9,653 | 126.66% | Q1 2026 | May 01, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 17,194 | 1,419 | 0.24% | 0.27% | 586 | -2,544 | -12.89% | Q1 2026 | Apr 28, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 16,857 | 1,391 | 0.44% | 0.49% | 587 | -453 | -2.62% | Q1 2026 | Apr 15, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 16,750 | 1,383 | 0.05% | 0.05% | 588 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 16,683 | 1,377 | 0.24% | 0.26% | 589 | +183 | 1.11% | Q1 2026 | Apr 09, 2026 |
| Element Wealth, LLC | History | Reduced | 16,422 | 1,355 | 0.56% | 0.57% | 590 | -162 | -0.98% | Q1 2026 | May 04, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 16,207 | 1,338 | 0.04% | 0.04% | 591 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 16,099 | 1,329 | 0.05% | 0.05% | 592 | -64 | -0.4% | Q1 2026 | Apr 16, 2026 |
| Brightwater Advisory LLC | History | Reduced | 15,960 | 1,317 | 0.87% | 0.89% | 593 | -30 | -0.19% | Q1 2026 | Apr 30, 2026 |
| Signet Private Wealth LLC | History | New | 15,897 | 1,312 | 1.25% | — | 595 | +15,897 | New | Q1 2026 | Apr 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 15,894 | 1,312 | 0.03% | 0.01% | 594 | +12,236 | 334.5% | Q1 2026 | May 15, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 15,889 | 1,311 | 1.98% | 1.99% | 596 | -408 | -2.5% | Q1 2026 | Apr 30, 2026 |
| Independent Wealth Network Inc. | History | Added to | 15,797 | 1,304 | 0.39% | 0.39% | 597 | +251 | 1.61% | Q1 2026 | Apr 20, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 15,787 | 1,303 | 0.32% | 0.31% | 598 | +25 | 0.16% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | No change | 15,634 | 1,290 | 0.19% | 0.19% | 599 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 15,606 | 1,288 | 0.09% | 0.1% | 600 | +2 | 0.01% | Q1 2026 | May 14, 2026 |
| Objective Capital Management, LLC | History | Added to | 15,561 | 1,284 | 1.29% | 1.23% | 601 | +959 | 6.57% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | Added to | 15,433 | 1,274 | 0.14% | 0.13% | 602 | +705 | 4.79% | Q1 2026 | May 01, 2026 |
| Rather & Kittrell, Inc. | History | No change | 15,427 | 1,273 | 0.2% | 0.21% | 603 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 15,212 | 1,256 | 0.62% | 0.6% | 604 | +839 | 5.84% | Q1 2026 | Apr 23, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 15,111 | 1,247 | 0.71% | 0.62% | 606 | +1,856 | 14.0% | Q1 2026 | May 13, 2026 |
| NDWM LLC | History | Reduced | 15,107 | 1,247 | 0.81% | 0.87% | 605 | -721 | -4.56% | Q1 2026 | Apr 24, 2026 |
| Blue Edge Capital, LLC | History | No change | 15,049 | 1,246 | 0.17% | 0.17% | 607 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GenTrust, LLC | History | Reduced | 15,055 | 1,243 | 0.05% | 0.06% | 608 | -490 | -3.15% | Q1 2026 | Apr 27, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 15,028 | 1,240 | 0.91% | 1.37% | 609 | -7,083 | -32.03% | Q1 2026 | Apr 16, 2026 |
| Cadia Private Client LLC | History | Reduced | 15,020 | 1,240 | 1.01% | 1.03% | 610 | -699 | -4.45% | Q1 2026 | May 20, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 14,995 | 1,238 | 0.46% | 0.45% | 611 | +135 | 0.91% | Q1 2026 | May 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 14,935 | 1,233 | 0.01% | 0.01% | 612 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 14,857 | 1,226 | 0.8% | 0.79% | 613 | -403 | -2.64% | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,759 | 1,218 | 0.07% | 0.06% | 614 | +2,038 | 16.02% | Q1 2026 | Apr 30, 2026 |
| Formidable Asset Management, LLC | History | Added to | 14,570 | 1,206 | 0.19% | 0.05% | 615 | +10,425 | 251.51% | Q1 2026 | Apr 22, 2026 |
| Platform Technology Partners | History | Reduced | 14,582 | 1,204 | 0.23% | 0.28% | 616 | -1,457 | -9.08% | Q1 2026 | Apr 27, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 14,522 | 1,199 | 1.29% | — | 617 | +14,522 | New | Q1 2026 | Apr 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,489 | 1,196 | 0.0% | 0.0% | 618 | -10,720 | -42.52% | Q1 2026 | May 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 14,472 | 1,194 | 0.77% | 0.75% | 619 | +675 | 4.89% | Q1 2026 | May 20, 2026 |
| Markin Asset Management, LP | History | Reduced | 14,341 | 1,184 | 1.3% | 1.53% | 620 | -2,446 | -14.57% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 14,205 | 1,172 | 0.13% | 0.12% | 621 | +126 | 0.89% | Q1 2026 | Apr 15, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 14,151 | 1,168 | 0.23% | 0.26% | 622 | -2,026 | -12.52% | Q1 2026 | May 05, 2026 |
| Marble Wealth, LLC | History | Reduced | 14,135 | 1,167 | 0.2% | 0.17% | 623 | -388 | -2.67% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | New | 14,141 | 1,165 | 0.14% | — | 624 | +14,141 | New | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 14,034 | 1,162 | 0.04% | 0.04% | 625 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trivium Point Advisory, LLC | History | New | 14,040 | 1,159 | 0.21% | — | 626 | +14,040 | New | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 14,026 | 1,158 | 0.17% | 0.07% | 627 | +8,742 | 165.44% | Q1 2026 | Apr 21, 2026 |
| Summa Corp. | History | Added to | 13,985 | 1,154 | 0.48% | 0.38% | 628 | +3,295 | 30.82% | Q1 2026 | Apr 30, 2026 |
| Independent Family Office, LLC | History | Reduced | 13,754 | 1,135 | 0.47% | 0.48% | 629 | -224 | -1.6% | Q1 2026 | May 15, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 13,642 | 1,126 | 0.25% | 0.25% | 630 | +757 | 5.88% | Q1 2026 | Apr 21, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 13,615 | 1,124 | 1.06% | 0.98% | 632 | +1,426 | 11.7% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 13,624 | 1,124 | 0.03% | 0.04% | 631 | -224 | -1.62% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 13,524 | 1,116 | 0.0% | 0.0% | 633 | -2,566 | -15.95% | Q1 2026 | May 06, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 13,510 | 1,115 | 0.23% | 0.26% | 634 | -1,582 | -10.48% | Q1 2026 | Apr 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 13,470 | 1,112 | 0.02% | 0.02% | 635 | -324 | -2.35% | Q1 2026 | May 04, 2026 |
| Aspire Growth Partners LLC | History | Added to | 13,465 | 1,111 | 0.76% | 0.78% | 637 | +16 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Carnegie Investment Counsel | History | No change | 13,463 | 1,111 | 0.02% | 0.02% | 636 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 13,412 | 1,107 | 0.38% | 0.1% | 638 | +9,981 | 290.91% | Q1 2026 | Apr 08, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 13,377 | 1,104 | 1.41% | 1.42% | 639 | +75 | 0.56% | Q1 2026 | Apr 21, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 13,340 | 1,101 | 0.72% | 0.62% | 640 | +2,065 | 18.31% | Q1 2026 | May 07, 2026 |
| MSH Capital Advisors LLC | History | Added to | 13,282 | 1,096 | 0.23% | 0.22% | 641 | +636 | 5.03% | Q1 2026 | May 08, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 13,246 | 1,093 | 0.79% | 0.84% | 642 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 12,983 | 1,075 | 0.02% | 0.02% | 643 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 12,975 | 1,071 | 0.1% | 0.09% | 644 | +1,829 | 16.41% | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | New | 12,866 | 1,062 | 0.02% | — | 646 | +12,866 | New | Q1 2026 | May 15, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 12,869 | 1,062 | 0.69% | 0.71% | 645 | -582 | -4.33% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 12,809 | 1,057 | 0.06% | 0.06% | 647 | -1,215 | -8.66% | Q1 2026 | Apr 08, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 12,791 | 1,056 | 0.19% | 0.21% | 648 | -955 | -6.95% | Q1 2026 | Apr 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 12,786 | 1,055 | 0.13% | 0.02% | 649 | +10,555 | 473.11% | Q1 2026 | Apr 08, 2026 |
| NCM Capital Management, LLC | History | Reduced | 12,689 | 1,047 | 0.37% | 0.4% | 650 | -200 | -1.55% | Q1 2026 | May 15, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 12,667 | 1,045 | 0.29% | 0.28% | 651 | +89 | 0.71% | Q1 2026 | Apr 24, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 12,615 | 1,041 | 0.07% | 0.01% | 652 | +10,000 | 382.41% | Q1 2026 | Apr 22, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 12,562 | 1,037 | 0.03% | 0.14% | 653 | -46,018 | -78.56% | Q1 2026 | May 18, 2026 |
| Zhang Financial LLC | History | Added to | 12,440 | 1,027 | 0.04% | 0.04% | 654 | +1,063 | 9.34% | Q1 2026 | May 06, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 12,423 | 1,025 | 0.9% | 0.88% | 655 | -308 | -2.42% | Q1 2026 | May 01, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 12,390 | 1,023 | 0.34% | 0.29% | 656 | +2,619 | 26.8% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 12,326 | 1,017 | 0.01% | 0.01% | 657 | -3,935 | -24.2% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 11,997 | 990 | 0.01% | 0.02% | 658 | -616 | -4.88% | Q1 2026 | Apr 17, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 11,970 | 988 | 0.03% | 0.02% | 659 | +2,840 | 31.11% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 11,857 | 978 | 0.03% | 0.06% | 660 | -10,902 | -47.9% | Q1 2026 | Apr 09, 2026 |
| Arrow Investment Advisors, LLC | History | New | 11,811 | 975 | 1.04% | — | 661 | +11,811 | New | Q1 2026 | May 04, 2026 |
| Venturi Wealth Management, LLC | History | New | 11,801 | 974 | 0.04% | — | 662 | +11,801 | New | Q1 2026 | Apr 21, 2026 |
| Calamos Advisors LLC | History | New | 11,768 | 971 | 0.0% | — | 664 | +11,768 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 11,768 | 971 | 0.03% | 0.03% | 663 | -140 | -1.18% | Q1 2026 | May 04, 2026 |
| TFB Advisors LLC | History | Added to | 11,721 | 967 | 0.51% | 0.18% | 665 | +3,759 | 47.21% | Q1 2026 | Apr 20, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 11,689 | 965 | 0.81% | 0.78% | 666 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 11,617 | 959 | 0.01% | 0.01% | 667 | +1,561 | 15.52% | Q1 2026 | May 05, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 11,600 | 957 | 0.08% | 0.19% | 668 | -15,025 | -56.43% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,575 | 954 | 0.05% | 0.04% | 669 | +499 | 4.51% | Q1 2026 | May 12, 2026 |
| RDA Financial Network | History | Added to | 11,364 | 938 | 0.23% | 0.22% | 670 | +240 | 2.16% | Q1 2026 | Apr 08, 2026 |
| M3 Advisory Group, LLC | History | No change | 11,369 | 938 | 0.58% | 0.57% | 671 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 11,309 | 933 | 0.04% | 0.04% | 672 | -78 | -0.68% | Q1 2026 | Apr 28, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 11,274 | 930 | 0.07% | 0.08% | 673 | -139 | -1.22% | Q1 2026 | Apr 22, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 11,258 | 929 | 0.28% | 0.32% | 674 | -1,364 | -10.81% | Q1 2026 | May 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,235 | 927 | 0.03% | 0.03% | 675 | +161 | 1.45% | Q1 2026 | May 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 11,217 | 926 | 0.07% | 0.07% | 676 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VestGen Investment Management | History | New | 11,180 | 923 | 0.51% | — | 677 | +11,180 | New | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 11,150 | 920 | 0.01% | 0.01% | 678 | -107 | -0.95% | Q1 2026 | May 06, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 11,082 | 917 | 0.43% | 0.43% | 679 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 11,071 | 914 | 0.2% | 0.21% | 680 | -51 | -0.46% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 11,011 | 912 | 0.16% | 0.16% | 681 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 11,011 | 909 | 0.04% | 0.01% | 682 | +8,361 | 315.51% | Q1 2026 | Apr 21, 2026 |
| Clare Market Investments LLC | History | New | 11,001 | 908 | 0.19% | — | 684 | +11,001 | New | Q1 2026 | Apr 29, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 11,001 | 908 | 0.2% | 0.16% | 683 | +2,462 | 28.83% | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 10,959 | 904 | 0.07% | — | 687 | +10,959 | New | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 10,953 | 904 | 0.0% | 0.0% | 685 | -5,940 | -35.16% | Q1 2026 | May 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 10,949 | 904 | 0.03% | 0.03% | 686 | +728 | 7.12% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 10,934 | 902 | 0.0% | 0.0% | 688 | +663 | 6.46% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Added to | 10,931 | 902 | 0.17% | 0.19% | 689 | +408 | 3.88% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 10,813 | 890 | 0.02% | 0.03% | 690 | +1,868 | 20.88% | Q1 2026 | May 01, 2026 |
| VICUS CAPITAL | History | Added to | 10,671 | 881 | 0.06% | 0.06% | 691 | +1,584 | 17.43% | Q1 2026 | Apr 22, 2026 |
| Graetz Wealth LLC | History | Added to | 10,637 | 878 | 0.78% | 0.8% | 692 | +34 | 0.32% | Q1 2026 | Apr 30, 2026 |
| Asset One Wealth Management LLC | History | Added to | 10,598 | 874 | 0.1% | 0.12% | 693 | +327 | 3.18% | Q1 2026 | May 12, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 10,578 | 873 | 0.25% | 0.25% | 695 | +147 | 1.41% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 10,576 | 873 | 0.04% | 0.04% | 694 | -3 | -0.03% | Q1 2026 | May 06, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 10,543 | 870 | 0.21% | 0.76% | 696 | +555 | 5.56% | Q1 2026 | May 12, 2026 |
| IFS Group,LLC | History | New | 10,500 | 866 | 0.77% | — | 697 | +10,500 | New | Q1 2026 | May 18, 2026 |
| Aegis Wealth Management LLC | History | Added to | 10,466 | 864 | 0.49% | 0.45% | 698 | +800 | 8.28% | Q1 2026 | Apr 22, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 10,442 | 862 | 0.14% | 0.07% | 699 | +5,410 | 107.51% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 10,389 | 857 | 0.09% | 0.22% | 700 | -15,441 | -59.78% | Q1 2026 | Apr 15, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 10,322 | 852 | 0.28% | 0.39% | 701 | +978 | 10.47% | Q1 2026 | Apr 20, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 10,307 | 851 | 0.76% | 0.53% | 703 | +2,818 | 37.63% | Q1 2026 | Apr 16, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 10,310 | 851 | 0.13% | 0.1% | 702 | +2,017 | 24.32% | Q1 2026 | Apr 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 10,290 | 849 | 0.23% | 0.0% | 704 | +10,102 | 5373.4% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,251 | 846 | 0.03% | 0.04% | 705 | -5,009 | -32.82% | Q1 2026 | May 06, 2026 |
| Lee Financial Co | History | Reduced | 10,207 | 842 | 0.12% | 0.13% | 706 | -1,687 | -14.18% | Q1 2026 | Apr 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 10,153 | 838 | 0.01% | 0.02% | 707 | -2,358 | -18.85% | Q1 2026 | Apr 21, 2026 |
| SEI INVESTMENTS CO | History | Added to | 10,142 | 837 | 0.0% | 0.0% | 708 | +1,499 | 17.34% | Q1 2026 | May 13, 2026 |
| INVESTED ADVISORS | History | Added to | 10,092 | 833 | 0.84% | 0.82% | 709 | +501 | 5.22% | Q1 2026 | Apr 29, 2026 |
| Merited Wealth, LLC | History | Added to | 10,086 | 832 | 0.69% | 0.77% | 710 | +77 | 0.77% | Q1 2026 | Apr 24, 2026 |
| GeoWealth Management, LLC | History | New | 9,942 | 820 | 0.03% | — | 711 | +9,942 | New | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 9,921 | 819 | 0.04% | 0.04% | 712 | +7 | 0.07% | Q1 2026 | Apr 09, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 9,914 | 818 | 0.06% | 0.06% | 713 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 9,894 | 816 | 0.14% | 0.17% | 714 | -2,371 | -19.33% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | No change | 9,881 | 815 | 0.04% | 0.04% | 715 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| XY Planning Network, Inc. | History | Reduced | 9,862 | 811 | 0.13% | 0.14% | 716 | -74 | -0.74% | Q1 2026 | Apr 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 9,774 | 807 | 0.02% | 0.01% | 717 | +2,034 | 26.28% | Q1 2026 | May 15, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 9,617 | 795 | 0.11% | — | 719 | +9,617 | New | Q1 2026 | Apr 27, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 9,635 | 795 | 0.14% | 0.14% | 718 | -31 | -0.32% | Q1 2026 | Apr 17, 2026 |
| Canopy Partners, LLC | History | Added to | 9,548 | 788 | 0.27% | 0.2% | 720 | +2,082 | 27.89% | Q1 2026 | May 11, 2026 |
| Enclave Advisors LLC | History | Reduced | 9,517 | 785 | 0.11% | 0.24% | 722 | -10,572 | -52.63% | Q1 2026 | Apr 13, 2026 |
| Krilogy Financial LLC | History | Added to | 9,522 | 785 | 0.03% | 0.03% | 721 | +3 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 9,486 | 783 | 0.08% | 0.08% | 723 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 9,461 | 781 | 0.78% | 0.29% | 724 | +5,981 | 171.87% | Q1 2026 | May 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 9,458 | 780 | 0.23% | 1.48% | 725 | -47,668 | -83.44% | Q1 2026 | Apr 06, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 9,443 | 779 | 0.03% | 0.03% | 726 | +1,250 | 15.26% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,422 | 777 | 0.0% | 0.0% | 727 | +6,220 | 194.25% | Q1 2026 | May 13, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 9,243 | 763 | 0.08% | 0.01% | 728 | +8,555 | 1243.46% | Q1 2026 | May 07, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 9,218 | 761 | 0.04% | 0.04% | 729 | -567 | -5.79% | Q1 2026 | Apr 20, 2026 |
| Traynor Capital Management, Inc. | History | No change | 9,200 | 759 | 0.04% | 0.04% | 730 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,184 | 758 | 0.01% | 0.01% | 731 | +6,084 | 196.26% | Q1 2026 | May 15, 2026 |
| Alhambra Investment Management LLC | History | Added to | 9,189 | 758 | 0.35% | 0.34% | 732 | +460 | 5.27% | Q1 2026 | Apr 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 9,171 | 757 | 0.01% | 0.01% | 733 | +958 | 11.66% | Q1 2026 | May 14, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Reduced | 9,161 | 756 | 0.35% | 0.37% | 734 | -240 | -2.55% | Q1 2026 | May 14, 2026 |
| Sierra Legacy Group | History | No change | 9,150 | 755 | 0.58% | 0.56% | 735 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Management Group | History | Added to | 9,135 | 754 | 0.16% | 0.15% | 736 | +678 | 8.02% | Q1 2026 | Apr 29, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | No change | 9,125 | 753 | 0.04% | 0.03% | 737 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 9,106 | 751 | 0.01% | 0.01% | 738 | -458 | -4.79% | Q1 2026 | May 05, 2026 |
| Allred Capital Management, LLC | History | Reduced | 9,096 | 750 | 0.27% | 0.28% | 739 | -142 | -1.54% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 9,018 | 744 | 0.04% | 0.04% | 740 | -88 | -0.97% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Reduced | 8,998 | 742 | 0.01% | 0.01% | 741 | -21 | -0.23% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 8,978 | 741 | 0.39% | 0.42% | 742 | -197 | -2.15% | Q1 2026 | Apr 24, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 8,747 | 722 | 0.06% | 0.04% | 743 | +2,096 | 31.51% | Q1 2026 | May 07, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 8,720 | 720 | 0.33% | 0.31% | 744 | +160 | 1.87% | Q1 2026 | May 12, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 8,664 | 715 | 0.07% | 0.72% | 746 | -78,577 | -90.07% | Q1 2026 | Apr 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 8,667 | 715 | 0.01% | 0.01% | 745 | +5 | 0.06% | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 8,621 | 711 | 0.08% | 0.06% | 747 | +1,883 | 27.95% | Q1 2026 | Apr 15, 2026 |
| Clear Retirement Advice LLC | History | No change | 8,581 | 708 | 0.56% | 0.55% | 748 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Farmers National Bank | History | No change | 8,453 | 700 | 0.16% | 0.16% | 749 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 8,443 | 697 | 0.05% | 0.11% | 750 | -9,087 | -51.84% | Q1 2026 | Apr 24, 2026 |
| Avail Investment Partners, LLC | History | New | 8,415 | 695 | 0.74% | — | 752 | +8,415 | New | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 8,424 | 695 | 0.02% | 0.01% | 751 | +4,423 | 110.55% | Q1 2026 | May 04, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 8,394 | 693 | 0.24% | 0.23% | 753 | +200 | 2.44% | Q1 2026 | May 04, 2026 |
| SkyOak Wealth, LLC | History | No change | 8,386 | 692 | 0.13% | 0.12% | 754 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Reduced | 8,374 | 691 | 0.03% | 0.04% | 755 | -604 | -6.73% | Q1 2026 | May 05, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 8,375 | 691 | 0.18% | 0.17% | 756 | +45 | 0.54% | Q1 2026 | Apr 17, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 8,365 | 690 | 0.19% | 0.2% | 757 | -8,383 | -50.05% | Q1 2026 | Apr 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 8,348 | 689 | 0.03% | 0.03% | 758 | -827 | -9.01% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,276 | 683 | 0.03% | 0.03% | 759 | -192 | -2.27% | Q1 2026 | Apr 20, 2026 |
| Sierra Capital LLC | History | No change | 8,285 | 679 | 0.07% | 0.07% | 760 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 8,108 | 669 | 0.1% | 0.12% | 762 | -2,265 | -21.84% | Q1 2026 | May 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 8,103 | 669 | 0.1% | 0.09% | 761 | +776 | 10.59% | Q1 2026 | May 13, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 8,093 | 668 | 0.18% | 0.2% | 763 | -505 | -5.87% | Q1 2026 | May 08, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 8,082 | 667 | 0.0% | 0.0% | 764 | -3 | -0.04% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 8,063 | 665 | 0.05% | 0.03% | 766 | +3,330 | 70.36% | Q1 2026 | May 05, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 8,059 | 665 | 0.19% | 0.18% | 765 | +351 | 4.55% | Q1 2026 | Apr 08, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 8,040 | 663 | 0.38% | 0.5% | 767 | +45 | 0.56% | Q1 2026 | Apr 16, 2026 |
| Arax Advisory Partners | History | Added to | 8,014 | 661 | 0.02% | 0.0% | 768 | +7,230 | 922.19% | Q1 2026 | May 13, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 7,997 | 660 | 0.18% | 0.12% | 769 | +3,009 | 60.32% | Q1 2026 | May 01, 2026 |
| Invst, LLC | History | Reduced | 7,941 | 655 | 0.07% | 0.08% | 770 | -762 | -8.76% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 7,925 | 654 | 0.0% | 0.0% | 771 | -4,487 | -36.15% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,916 | 653 | 0.02% | 0.03% | 772 | -3,809 | -32.49% | Q1 2026 | Apr 07, 2026 |
| MASECO LLP | History | Reduced | 7,885 | 651 | 0.02% | 0.03% | 773 | -37 | -0.47% | Q1 2026 | Apr 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 7,856 | 648 | 0.07% | 0.06% | 774 | +1,563 | 24.84% | Q1 2026 | May 01, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | New | 7,815 | 645 | 0.14% | — | 776 | +7,815 | New | Q1 2026 | Apr 13, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 7,819 | 645 | 0.3% | 0.25% | 775 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Purus Wealth Management, LLC | History | Added to | 7,775 | 641 | 0.2% | 0.19% | 777 | +234 | 3.1% | Q1 2026 | Apr 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 7,734 | 638 | 0.02% | 0.05% | 778 | -13,274 | -63.19% | Q1 2026 | Apr 28, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 7,719 | 637 | 0.09% | 0.09% | 779 | -366 | -4.53% | Q1 2026 | May 15, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 7,714 | 636 | 0.33% | 0.28% | 780 | +1,135 | 17.25% | Q1 2026 | May 13, 2026 |
| KDT Advisors, LLC | History | No change | 7,685 | 634 | 1.01% | 0.89% | 781 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bay Rivers Group | History | Added to | 7,657 | 632 | 0.26% | 0.21% | 782 | +1,374 | 21.87% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 7,639 | 630 | 0.05% | 0.05% | 783 | -375 | -4.68% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 7,563 | 624 | 0.01% | 0.01% | 784 | +37 | 0.49% | Q1 2026 | May 15, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 7,557 | 623 | 0.13% | 0.13% | 785 | -172 | -2.23% | Q1 2026 | Apr 15, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 7,490 | 618 | 0.29% | 0.4% | 786 | -3,500 | -31.85% | Q1 2026 | Apr 28, 2026 |
| F/m Investments LLC | History | Reduced | 7,610 | 618 | 0.04% | 0.02% | 787 | -120 | -1.55% | Q1 2026 | May 11, 2026 |
| North Capital, Inc. | History | No change | 7,485 | 618 | 0.52% | 0.53% | 788 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Reduced | 7,394 | 610 | 0.0% | 0.0% | 789 | -1,500 | -16.87% | Q1 2026 | May 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 7,374 | 608 | 0.08% | 0.08% | 790 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 7,283 | 601 | 0.42% | 0.09% | 791 | +5,296 | 266.53% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | New | 7,276 | 600 | 0.0% | — | 793 | +7,276 | New | Q1 2026 | May 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 7,270 | 600 | 0.09% | 0.1% | 792 | -33 | -0.45% | Q1 2026 | Apr 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 7,226 | 596 | 0.07% | 0.07% | 794 | -100 | -1.37% | Q1 2026 | Apr 17, 2026 |
| WESBANCO BANK INC | History | Reduced | 7,200 | 594 | 0.02% | 0.02% | 795 | -30 | -0.41% | Q1 2026 | Apr 21, 2026 |
| Rodgers Brothers Inc. | History | No change | 7,200 | 594 | 0.07% | 0.07% | 796 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 7,138 | 591 | 0.37% | 0.37% | 797 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Added to | 7,091 | 585 | 0.37% | 0.38% | 798 | +111 | 1.59% | Q1 2026 | Apr 17, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 7,083 | 584 | 0.02% | 0.02% | 799 | -305 | -4.13% | Q1 2026 | May 12, 2026 |
| Addison Capital Co | History | Reduced | 7,028 | 580 | 0.1% | 0.15% | 800 | -142 | -1.98% | Q1 2026 | Apr 29, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 6,975 | 575 | 0.44% | 0.49% | 801 | -385 | -5.23% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Reduced | 6,934 | 572 | 0.02% | 0.02% | 802 | -181 | -2.54% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,918 | 571 | 0.04% | 0.05% | 803 | -1,655 | -19.3% | Q1 2026 | Apr 27, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 6,881 | 568 | 0.13% | 0.12% | 804 | +45 | 0.66% | Q1 2026 | Apr 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 6,874 | 567 | 0.03% | 0.02% | 805 | +2,955 | 75.4% | Q1 2026 | Apr 20, 2026 |
| DMC Group, LLC | History | Reduced | 6,814 | 562 | 0.38% | 0.39% | 806 | -194 | -2.77% | Q1 2026 | Apr 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 6,752 | 557 | 0.1% | 0.11% | 807 | -1,247 | -15.59% | Q1 2026 | May 04, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 6,744 | 556 | 0.04% | 0.04% | 808 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 6,734 | 556 | 0.04% | 0.03% | 809 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 6,699 | 553 | 0.21% | 0.2% | 810 | +20 | 0.3% | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 6,689 | 552 | 0.03% | 0.02% | 811 | +2,174 | 48.15% | Q1 2026 | Apr 30, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 6,639 | 548 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 6,535 | 539 | 0.06% | 0.05% | 813 | +576 | 9.67% | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,516 | 538 | 0.05% | 0.05% | 814 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 6,466 | 533 | 0.19% | 0.21% | 815 | -340 | -5.0% | Q1 2026 | Apr 21, 2026 |
| WBH ADVISORY INC | History | New | 6,453 | 531 | 0.04% | — | 816 | +6,453 | New | Q1 2026 | Apr 27, 2026 |
| Weaver Consulting Group | History | Reduced | 6,427 | 530 | 0.13% | 0.13% | 817 | -80 | -1.23% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 6,393 | 527 | 0.03% | 0.03% | 818 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,344 | 523 | 0.02% | 0.22% | 819 | -71,647 | -91.87% | Q1 2026 | May 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 6,325 | 522 | 0.12% | 0.12% | 820 | -74 | -1.16% | Q1 2026 | May 21, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Reduced | 6,304 | 520 | 0.41% | 0.46% | 821 | -82 | -1.28% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 6,281 | 518 | 0.25% | 0.27% | 822 | -321 | -4.86% | Q1 2026 | Apr 14, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 6,271 | 517 | 0.04% | 0.04% | 823 | +26 | 0.42% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 6,240 | 515 | 0.04% | 0.05% | 824 | -3,039 | -32.75% | Q1 2026 | May 12, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 6,232 | 515 | 0.23% | 0.15% | 825 | +2,252 | 56.58% | Q1 2026 | Apr 23, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 6,220 | 513 | 0.02% | 0.02% | 827 | -75 | -1.19% | Q1 2026 | Apr 24, 2026 |
| Montecito Bank & Trust | History | No change | 6,223 | 513 | 0.08% | 0.08% | 826 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 6,197 | 511 | 0.07% | — | 828 | +6,197 | New | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | No change | 6,175 | 510 | 0.02% | 0.02% | 829 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Live Oak Private Wealth LLC | History | No change | 6,184 | 510 | 0.07% | 0.07% | 830 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 6,113 | 504 | 0.53% | 0.76% | 831 | +1,226 | 25.09% | Q1 2026 | May 13, 2026 |
| SCHARF INVESTMENTS, LLC | History | Added to | 6,081 | 502 | 0.02% | 0.01% | 832 | +18 | 0.3% | Q1 2026 | Apr 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 6,091 | 502 | 0.19% | 0.19% | 833 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global View Capital Management LLC | History | Reduced | 5,931 | 489 | 0.13% | 0.09% | 835 | -201 | -3.28% | Q1 2026 | May 04, 2026 |
| Vantage Financial Partners, LLC | History | No change | 5,915 | 489 | 0.1% | 0.1% | 834 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,896 | 486 | 0.04% | 0.05% | 836 | -1,288 | -17.93% | Q1 2026 | Apr 30, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 5,852 | 483 | 0.02% | 0.02% | 837 | +248 | 4.43% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Added to | 5,856 | 483 | 0.05% | 0.05% | 838 | +16 | 0.27% | Q1 2026 | Apr 13, 2026 |
| TCP Asset Management, LLC | History | Added to | 5,852 | 483 | 0.06% | 0.08% | 839 | +2 | 0.03% | Q1 2026 | Apr 10, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 5,836 | 481 | 0.26% | 0.28% | 840 | -229 | -3.78% | Q1 2026 | Apr 22, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 5,808 | 479 | 0.12% | 0.14% | 841 | -247 | -4.08% | Q1 2026 | Apr 28, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 5,794 | 478 | 0.04% | 0.03% | 842 | +1,075 | 22.78% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 5,784 | 477 | 0.1% | 0.1% | 843 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Magnus Financial Group LLC | History | Reduced | 5,767 | 476 | 0.04% | 0.19% | 845 | -23,854 | -80.53% | Q1 2026 | Apr 10, 2026 |
| BARR E S & CO | History | No change | 5,775 | 476 | 0.03% | 0.02% | 844 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 5,761 | 475 | 0.06% | 0.06% | 846 | +31 | 0.54% | Q1 2026 | Apr 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 5,662 | 467 | 0.01% | 0.01% | 847 | -643 | -10.2% | Q1 2026 | May 08, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 5,653 | 466 | 0.05% | 0.05% | 848 | +780 | 16.01% | Q1 2026 | Apr 07, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 5,646 | 466 | 0.2% | 0.19% | 849 | -56 | -0.98% | Q1 2026 | Apr 28, 2026 |
| BankPlus Trust Department | History | Reduced | 5,641 | 465 | 0.12% | 0.12% | 850 | -126 | -2.18% | Q1 2026 | May 11, 2026 |
| Castleview Partners, LLC | History | Reduced | 5,583 | 460 | 0.24% | 0.26% | 851 | -857 | -13.31% | Q1 2026 | May 01, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 5,550 | 458 | 0.09% | 0.1% | 852 | -503 | -8.31% | Q1 2026 | Apr 20, 2026 |
| Brickley Wealth Management | History | No change | 5,507 | 454 | 0.08% | 0.08% | 853 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,495 | 453 | 0.0% | 0.0% | 855 | -650 | -10.58% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 5,488 | 453 | 0.18% | 0.19% | 854 | -31 | -0.56% | Q1 2026 | May 05, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 5,415 | 447 | 0.11% | 0.12% | 856 | -142 | -2.56% | Q1 2026 | Apr 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,405 | 446 | 0.01% | 0.01% | 857 | +1,210 | 28.84% | Q1 2026 | May 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 5,393 | 445 | 0.22% | 0.28% | 858 | -1,273 | -19.1% | Q1 2026 | Apr 02, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 5,346 | 441 | 0.02% | 0.02% | 860 | -298 | -5.28% | Q1 2026 | May 04, 2026 |
| Omnia Family Wealth, LLC | History | No change | 5,352 | 441 | 0.14% | 0.13% | 859 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 5,329 | 440 | 0.19% | 0.21% | 861 | -512 | -8.77% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 5,313 | 438 | 0.03% | 0.05% | 862 | -4,761 | -47.26% | Q1 2026 | Apr 23, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 5,289 | 436 | 0.23% | 0.26% | 863 | -675 | -11.32% | Q1 2026 | May 08, 2026 |
| Two West Capital Advisors LLC | History | Added to | 5,303 | 436 | 0.23% | 0.23% | 864 | +501 | 10.43% | Q1 2026 | May 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 5,253 | 433 | 0.02% | 0.03% | 865 | -1,784 | -25.35% | Q1 2026 | May 14, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 5,211 | 429 | 0.03% | 0.03% | 866 | +4 | 0.08% | Q1 2026 | May 12, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 5,192 | 428 | 0.2% | 0.19% | 867 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | Reduced | 5,169 | 426 | 0.03% | 0.03% | 869 | -230 | -4.26% | Q1 2026 | Apr 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,167 | 426 | 0.0% | 0.0% | 868 | -116 | -2.2% | Q1 2026 | May 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 5,155 | 425 | 0.11% | 0.12% | 870 | -428 | -7.67% | Q1 2026 | May 01, 2026 |
| Chicago Partners Investment Group LLC | History | New | 5,149 | 424 | 0.01% | — | 872 | +5,149 | New | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 5,140 | 424 | 0.02% | 0.03% | 871 | +1,916 | 59.43% | Q1 2026 | Apr 22, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 5,093 | 420 | 0.07% | 0.08% | 873 | -188 | -3.56% | Q1 2026 | Apr 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 5,020 | 414 | 0.11% | 0.02% | 874 | +4,129 | 463.41% | Q1 2026 | Apr 29, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 5,010 | 413 | 0.04% | 0.03% | 875 | +1,345 | 36.7% | Q1 2026 | May 06, 2026 |
| DeDora Capital, Inc. | History | Reduced | 4,994 | 412 | 0.1% | 0.1% | 877 | -49 | -0.97% | Q1 2026 | Apr 27, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 5,000 | 412 | 0.13% | 0.12% | 876 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,919 | 406 | 0.03% | 0.03% | 878 | -47 | -0.95% | Q1 2026 | Apr 16, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 4,871 | 402 | 0.23% | 0.25% | 879 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| American Trust | History | Reduced | 4,867 | 401 | 0.04% | 0.03% | 881 | -163 | -3.24% | Q1 2026 | May 01, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 4,865 | 401 | 0.03% | 0.03% | 880 | -100 | -2.01% | Q1 2026 | Apr 28, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 4,852 | 400 | 0.25% | — | 882 | +4,852 | New | Q1 2026 | Apr 14, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 4,835 | 399 | 0.05% | 0.05% | 883 | +545 | 12.7% | Q1 2026 | Apr 23, 2026 |
| GFS Advisors, LLC | History | Reduced | 229 | 395 | 0.05% | 0.04% | 884 | -3,815 | -94.34% | Q1 2026 | Apr 30, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 4,777 | 394 | 0.05% | 0.05% | 886 | -12 | -0.25% | Q1 2026 | Apr 16, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 4,775 | 394 | 0.06% | 0.06% | 885 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | Added to | 4,766 | 393 | 0.02% | 0.02% | 887 | +450 | 10.43% | Q1 2026 | Apr 30, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 4,745 | 391 | 0.07% | 0.11% | 888 | -2,025 | -29.91% | Q1 2026 | Apr 29, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 4,740 | 391 | 0.03% | 0.04% | 889 | -1,330 | -21.91% | Q1 2026 | May 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 4,745 | 391 | 0.08% | 0.08% | 890 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 4,700 | 388 | 0.0% | 0.01% | 891 | -305 | -6.09% | Q1 2026 | Apr 21, 2026 |
| Asset Management Group, Inc. | History | Added to | 4,699 | 387 | 0.06% | 0.06% | 892 | +21 | 0.45% | Q1 2026 | May 15, 2026 |
| TrueWealth Advisors, LLC | History | No change | 4,686 | 386 | 0.1% | 0.1% | 893 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 4,658 | 384 | 0.18% | 0.18% | 894 | +15 | 0.32% | Q1 2026 | May 05, 2026 |
| White Pine Investment CO | History | Reduced | 4,635 | 383 | 0.09% | 0.12% | 895 | -1,688 | -26.7% | Q1 2026 | Apr 20, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 4,643 | 383 | 0.05% | 0.06% | 896 | -776 | -14.32% | Q1 2026 | May 04, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 4,635 | 382 | 0.02% | 0.02% | 897 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Haven Private, LLC | History | New | 4,623 | 381 | 0.17% | — | 899 | +4,623 | New | Q1 2026 | May 05, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 4,621 | 381 | 0.06% | 0.07% | 898 | -1,267 | -21.52% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | Added to | 4,605 | 380 | 0.03% | 0.03% | 900 | +517 | 12.65% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,568 | 377 | 0.0% | 0.01% | 901 | -2,137 | -31.87% | Q1 2026 | Apr 20, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 4,528 | 373 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 141,522 | 372 | 0.03% | 0.03% | 903 | -1,227 | -0.86% | Q1 2026 | May 15, 2026 |
| Norris Financial Group, LLC | History | No change | 4,482 | 370 | 0.12% | 0.13% | 904 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,453 | 367 | 0.01% | 0.01% | 905 | +85 | 1.95% | Q1 2026 | May 07, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 4,434 | 366 | 0.06% | 0.05% | 906 | +914 | 25.97% | Q1 2026 | May 06, 2026 |
| Forum Private Client Group LLC | History | Reduced | 4,441 | 366 | 0.12% | 0.14% | 907 | -554 | -11.09% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,428 | 365 | 0.04% | 0.04% | 908 | +230 | 5.48% | Q1 2026 | Apr 28, 2026 |
| Secure Asset Management, LLC | History | Reduced | 4,421 | 365 | 0.06% | 0.06% | 909 | -7 | -0.16% | Q1 2026 | Apr 09, 2026 |
| Rossby Financial, LCC | History | Added to | 4,424 | 364 | 0.07% | 0.08% | 910 | +1,149 | 35.08% | Q1 2026 | May 11, 2026 |
| Eagle Strategies LLC | History | Added to | 4,390 | 362 | 0.04% | 0.05% | 911 | +20 | 0.46% | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 4,352 | 359 | 0.01% | 0.01% | 912 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Charles Schwab Trust Co | History | Reduced | 4,319 | 356 | 0.02% | 0.03% | 913 | -378 | -8.05% | Q1 2026 | Apr 10, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 4,300 | 355 | 0.05% | 0.07% | 914 | -2,094 | -32.75% | Q1 2026 | May 15, 2026 |
| Gouws Capital LLC | History | Added to | 4,300 | 355 | 0.19% | 0.13% | 915 | +1,300 | 43.33% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Reduced | 4,301 | 355 | 0.04% | 0.04% | 916 | -36 | -0.83% | Q1 2026 | Apr 10, 2026 |
| Juno Financial Group LLC | History | Added to | 4,303 | 355 | 0.14% | 0.14% | 917 | +25 | 0.58% | Q1 2026 | May 06, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 4,287 | 353 | 0.25% | 0.27% | 918 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 4,251 | 351 | 0.04% | 0.04% | 919 | -76 | -1.76% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 4,243 | 350 | 0.01% | 0.0% | 920 | +733 | 20.88% | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 4,230 | 349 | 0.12% | 0.13% | 921 | +25 | 0.59% | Q1 2026 | May 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 4,223 | 348 | 0.14% | 0.15% | 922 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | Reduced | 4,205 | 347 | 0.06% | 0.06% | 923 | -615 | -12.76% | Q1 2026 | May 06, 2026 |
| Quartz Partners, LLC | History | Reduced | 4,191 | 346 | 0.13% | 0.14% | 924 | -484 | -10.35% | Q1 2026 | May 05, 2026 |
| Vivaldi Capital Management LP | History | New | 4,176 | 344 | 0.05% | — | 925 | +4,176 | New | Q1 2026 | May 14, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 4,165 | 343 | 0.09% | 0.1% | 927 | -224 | -5.1% | Q1 2026 | Apr 16, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 4,165 | 343 | 0.14% | 0.12% | 926 | -3 | -0.07% | Q1 2026 | Apr 14, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 4,150 | 342 | 0.13% | 0.17% | 928 | -1,000 | -19.42% | Q1 2026 | May 12, 2026 |
| Parvin Asset Management, LLC | History | No change | 4,150 | 342 | 0.25% | 0.27% | 929 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 4,140 | 341 | 0.04% | 0.04% | 930 | -631 | -13.23% | Q1 2026 | May 13, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 4,136 | 341 | 0.21% | 0.19% | 931 | +544 | 15.14% | Q1 2026 | Apr 21, 2026 |
| Avestar Capital, LLC | History | Reduced | 4,124 | 340 | 0.02% | 0.02% | 932 | -101 | -2.39% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 4,084 | 337 | 0.07% | — | 936 | +4,084 | New | Q1 2026 | May 12, 2026 |
| Wernau Asset Management Inc. | History | Added to | 4,092 | 337 | 0.24% | 0.18% | 935 | +102 | 2.56% | Q1 2026 | Apr 22, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 4,092 | 337 | 0.18% | 0.19% | 934 | -51 | -1.23% | Q1 2026 | Apr 20, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 4,089 | 337 | 0.06% | 0.06% | 933 | +21 | 0.52% | Q1 2026 | Apr 17, 2026 |
| CVA Family Office, LLC | History | Reduced | 4,069 | 335 | 0.04% | 0.05% | 937 | -1,556 | -27.66% | Q1 2026 | Apr 29, 2026 |
| Core Wealth Partners LLC | History | Reduced | 4,011 | 331 | 0.15% | 0.15% | 938 | -31 | -0.77% | Q1 2026 | May 08, 2026 |
| Advisor OS, LLC | History | Reduced | 3,997 | 330 | 0.02% | 0.03% | 939 | -418 | -9.47% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 3,994 | 329 | 0.11% | 0.11% | 940 | -294 | -6.86% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 3,981 | 328 | 0.03% | — | 941 | +3,981 | New | Q1 2026 | May 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,935 | 325 | 0.0% | 0.0% | 942 | -150 | -3.67% | Q1 2026 | May 01, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,914 | 323 | 0.0% | 0.0% | 943 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 3,895 | 321 | 0.22% | 0.2% | 944 | +330 | 9.26% | Q1 2026 | Apr 08, 2026 |
| SWP FINANCIAL LLC | History | Added to | 3,886 | 320 | 0.16% | 0.14% | 946 | +404 | 11.6% | Q1 2026 | Apr 17, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 3,880 | 320 | 0.07% | 0.08% | 945 | -243 | -5.89% | Q1 2026 | Apr 28, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 3,864 | 319 | 0.01% | 0.01% | 947 | -1,617 | -29.5% | Q1 2026 | Apr 22, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 3,862 | 318 | 0.12% | 0.11% | 948 | +15 | 0.39% | Q1 2026 | May 12, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 3,841 | 317 | 0.17% | 0.21% | 949 | -850 | -18.12% | Q1 2026 | Apr 13, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 3,830 | 316 | 0.02% | 0.03% | 950 | -27 | -0.7% | Q1 2026 | Apr 21, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 3,800 | 313 | 0.11% | 0.13% | 952 | -717 | -15.87% | Q1 2026 | May 06, 2026 |
| FAIRFIELD, BUSH & CO. | History | No change | 3,800 | 313 | 0.17% | 0.17% | 951 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 3,787 | 312 | 0.05% | 0.07% | 953 | -1,745 | -31.54% | Q1 2026 | May 06, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Added to | 3,746 | 309 | 0.25% | 0.22% | 954 | +21 | 0.56% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 3,737 | 308 | 0.04% | 0.04% | 955 | -79 | -2.07% | Q1 2026 | Apr 15, 2026 |
| Columbia Bank | History | Added to | 3,714 | 306 | 0.09% | 0.07% | 956 | +488 | 15.13% | Q1 2026 | Apr 28, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 3,697 | 305 | 0.11% | 0.1% | 957 | +9 | 0.24% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO | History | Reduced | 3,693 | 303 | 0.0% | 0.0% | 958 | -1,277 | -25.69% | Q1 2026 | Apr 28, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 3,655 | 301 | 0.22% | 1.29% | 961 | -17,134 | -82.42% | Q1 2026 | Apr 22, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 3,649 | 301 | 0.05% | 0.06% | 960 | -216 | -5.59% | Q1 2026 | May 12, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 3,648 | 301 | 0.03% | 0.03% | 959 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Veracity Capital LLC | History | Reduced | 3,638 | 300 | 0.11% | 0.29% | 962 | -8,433 | -69.86% | Q1 2026 | Apr 09, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 3,630 | 299 | 0.02% | 0.05% | 963 | -5,978 | -62.22% | Q1 2026 | May 14, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 3,619 | 298 | 0.06% | 0.06% | 964 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TPG Advisors LLC | History | No change | 3,607 | 297 | 0.19% | 0.19% | 965 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 3,586 | 296 | 0.13% | 0.13% | 966 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 3,564 | 294 | 0.1% | 0.11% | 969 | -144 | -3.88% | Q1 2026 | Apr 21, 2026 |
| CADINHA & CO LLC | History | Added to | 3,564 | 294 | 0.05% | 0.05% | 967 | +7 | 0.2% | Q1 2026 | May 11, 2026 |
| LCNB CORP | History | No change | 3,565 | 294 | 0.1% | 0.1% | 968 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Reduced | 3,549 | 293 | 0.31% | 0.39% | 971 | -1,153 | -24.52% | Q1 2026 | Apr 16, 2026 |
| Argent Trust Co | History | Added to | 3,557 | 293 | 0.01% | 0.01% | 970 | +30 | 0.85% | Q1 2026 | May 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 3,538 | 292 | 0.04% | — | 973 | +3,538 | New | Q1 2026 | Apr 30, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 3,544 | 292 | 0.08% | 0.08% | 972 | +667 | 23.18% | Q1 2026 | Apr 09, 2026 |
| Range Financial Group LLC | History | Added to | 3,527 | 291 | 0.1% | 0.08% | 974 | +646 | 22.42% | Q1 2026 | Apr 30, 2026 |
| Global Assets Advisory, LLC | History | Added to | 3,630 | 288 | 0.08% | 0.08% | 976 | +413 | 12.84% | Q1 2026 | May 01, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 3,492 | 288 | 0.02% | 0.02% | 975 | +230 | 7.05% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,493 | 287 | 0.02% | 0.02% | 977 | -628 | -15.24% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,476 | 286 | 0.02% | 0.01% | 978 | +1,485 | 74.59% | Q1 2026 | Apr 13, 2026 |
| Trajan Wealth LLC | History | Added to | 3,471 | 286 | 0.01% | 0.01% | 979 | +8 | 0.23% | Q1 2026 | May 13, 2026 |
| ETF Store, Inc. | History | Added to | 3,440 | 284 | 0.28% | 0.29% | 980 | +48 | 1.42% | Q1 2026 | Apr 30, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 3,439 | 283 | 0.05% | 0.09% | 981 | -2,713 | -44.1% | Q1 2026 | May 01, 2026 |
| Warwick Investment Management, Inc. | History | New | 3,419 | 282 | 0.04% | — | 983 | +3,419 | New | Q1 2026 | May 11, 2026 |
| HANOVER ADVISORS INC | History | No change | 3,418 | 282 | 0.11% | 0.11% | 982 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arkos Global Advisors | History | No change | 3,407 | 281 | 0.04% | 0.04% | 984 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 3,361 | 277 | 0.08% | — | 986 | +3,361 | New | Q1 2026 | Apr 16, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,350 | 277 | 0.02% | 0.02% | 985 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 3,342 | 275 | 0.02% | 0.09% | 987 | -11,227 | -77.06% | Q1 2026 | May 12, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 3,325 | 274 | 0.12% | 0.19% | 990 | -1,005 | -23.21% | Q1 2026 | Apr 28, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 3,326 | 274 | 0.07% | 0.07% | 989 | -303 | -8.35% | Q1 2026 | May 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 3,330 | 274 | 0.18% | 0.17% | 988 | +50 | 1.52% | Q1 2026 | Apr 24, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 3,296 | 272 | 0.04% | 0.04% | 991 | -78 | -2.31% | Q1 2026 | Apr 28, 2026 |
| Sollinda Capital Management LLC | History | No change | 3,286 | 271 | 0.07% | 0.07% | 992 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 3,281 | 270 | 0.14% | 0.17% | 993 | -707 | -17.73% | Q1 2026 | Apr 16, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,239 | 267 | 0.02% | — | 995 | +3,239 | New | Q1 2026 | Apr 17, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 3,242 | 267 | 0.06% | 0.05% | 994 | +123 | 3.94% | Q1 2026 | May 08, 2026 |
| Powerhouse Assets LLC | History | Added to | 3,180 | 262 | 0.23% | 0.23% | 996 | +2 | 0.06% | Q1 2026 | Apr 28, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 3,169 | 261 | 0.0% | 0.01% | 998 | -450 | -12.43% | Q1 2026 | May 11, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 3,172 | 261 | 0.03% | 0.03% | 997 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Darrow Company, Inc. | History | Added to | 3,152 | 260 | 0.12% | 0.1% | 999 | +365 | 13.1% | Q1 2026 | Apr 20, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 3,157 | 260 | 0.08% | 0.08% | 1000 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Portside Wealth Group, LLC | History | New | 3,148 | 259 | 0.04% | — | 1002 | +3,148 | New | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 3,138 | 259 | 0.01% | 0.01% | 1001 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 3,128 | 258 | 0.08% | 0.09% | 1003 | +10 | 0.32% | Q1 2026 | Apr 17, 2026 |
| Beacon Financial Advisory LLC | History | New | 3,120 | 257 | 0.06% | — | 1004 | +3,120 | New | Q1 2026 | Apr 27, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 3,091 | 255 | 0.17% | 0.29% | 1005 | -2,392 | -43.63% | Q1 2026 | Apr 20, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 3,081 | 254 | 0.06% | 0.07% | 1006 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cynosure Group, LLC | History | No change | 3,066 | 253 | 0.03% | 0.03% | 1007 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,066 | 253 | 0.03% | 0.03% | 1008 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 1492 Capital Management LLC | History | Added to | 3,063 | 252 | 0.1% | 0.08% | 1010 | +543 | 21.55% | Q1 2026 | Apr 22, 2026 |
| ESL Trust Services, LLC | History | Added to | 3,060 | 252 | 0.05% | 0.04% | 1012 | +316 | 11.52% | Q1 2026 | May 07, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 3,062 | 252 | 0.09% | 0.09% | 1013 | -135 | -4.22% | Q1 2026 | May 04, 2026 |
| Cypress Capital Group | History | No change | 3,057 | 252 | 0.03% | 0.03% | 1009 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthquest Corp | History | No change | 3,054 | 252 | 0.02% | 0.02% | 1011 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Verum Partners LLC | History | Added to | 3,051 | 251 | 0.05% | 0.05% | 1014 | +15 | 0.49% | Q1 2026 | Apr 15, 2026 |
| FCG Investment Co | History | New | 3,010 | 248 | 0.11% | — | 1016 | +3,010 | New | Q1 2026 | Apr 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,010 | 248 | 0.02% | 0.02% | 1015 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | New | 3,000 | 247 | 0.17% | — | 1018 | +3,000 | New | Q1 2026 | May 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 3,000 | 247 | 0.02% | 0.02% | 1017 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 2,992 | 246 | 0.04% | 0.04% | 1019 | -84 | -2.73% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,978 | 245 | 0.02% | 0.02% | 1021 | -34 | -1.13% | Q1 2026 | May 15, 2026 |
| J2 Capital Management Inc | History | No change | 2,970 | 245 | 0.17% | 0.18% | 1020 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 2,960 | 244 | 0.03% | 0.28% | 1023 | -26,022 | -89.79% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Added to | 2,956 | 244 | 0.01% | 0.01% | 1022 | +92 | 3.21% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | New | 2,934 | 242 | 0.0% | — | 1026 | +2,934 | New | Q1 2026 | Apr 13, 2026 |
| Sunpointe, LLC | History | Reduced | 2,935 | 242 | 0.08% | 0.08% | 1024 | -52 | -1.74% | Q1 2026 | Apr 21, 2026 |
| Boreal Capital Management LLC | History | No change | 2,933 | 242 | 0.2% | 0.18% | 1025 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2,920 | 241 | 0.03% | 0.03% | 1027 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Centurion Wealth Management LLC | History | Added to | 2,884 | 238 | 0.05% | 0.05% | 1028 | +59 | 2.09% | Q1 2026 | Apr 10, 2026 |
| DUTCH ASSET Corp | History | No change | 2,884 | 238 | 0.16% | 0.18% | 1029 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 2,861 | 235 | 0.03% | 0.03% | 1030 | +204 | 7.68% | Q1 2026 | Apr 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 2,838 | 234 | 0.05% | 0.05% | 1032 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,827 | 234 | 0.01% | 0.01% | 1031 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 2,813 | 232 | 0.04% | 0.04% | 1033 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 2,819 | 232 | 0.16% | 0.16% | 1034 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Seelaus Asset Management LLC | History | Added to | 2,790 | 230 | 0.17% | 0.17% | 1035 | +261 | 10.32% | Q1 2026 | Apr 29, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 2,783 | 230 | 0.07% | 0.06% | 1036 | -61 | -2.14% | Q1 2026 | May 12, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | New | 2,763 | 228 | 0.01% | — | 1038 | +2,763 | New | Q1 2026 | Apr 17, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 2,763 | 228 | 0.01% | 0.01% | 1037 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Second Line Capital, LLC | History | Reduced | 2,735 | 225 | 0.04% | 0.12% | 1039 | -4,505 | -62.22% | Q1 2026 | May 14, 2026 |
| Pinion Investment Advisors, LLC | History | New | 2,713 | 224 | 0.05% | — | 1040 | +2,713 | New | Q1 2026 | Apr 24, 2026 |
| EPIQ PARTNERS, LLC | History | New | 2,697 | 222 | 0.1% | — | 1041 | +2,697 | New | Q1 2026 | Apr 09, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 2,684 | 221 | 0.01% | 0.01% | 1043 | -144 | -5.09% | Q1 2026 | Apr 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 2,685 | 221 | 0.11% | 0.12% | 1044 | -144 | -5.09% | Q1 2026 | May 15, 2026 |
| SimpliFi, Inc. | History | Added to | 2,683 | 221 | 0.09% | 0.09% | 1042 | +15 | 0.56% | Q1 2026 | Apr 22, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 2,671 | 220 | 0.1% | 0.1% | 1045 | +60 | 2.3% | Q1 2026 | Apr 27, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 2,653 | 219 | 0.16% | 0.16% | 1046 | -60 | -2.21% | Q1 2026 | Apr 08, 2026 |
| Lewis Asset Management, LLC | History | Added to | 2,647 | 218 | 0.09% | 0.09% | 1047 | +19 | 0.72% | Q1 2026 | Apr 21, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 2,637 | 217 | 0.03% | 0.04% | 1048 | -869 | -24.79% | Q1 2026 | May 13, 2026 |
| Chatterton & Associates Inc. | History | New | 2,620 | 215 | 0.15% | — | 1050 | +2,620 | New | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,604 | 215 | 0.01% | 0.01% | 1049 | +165 | 6.77% | Q1 2026 | May 18, 2026 |
| Centric Wealth Management | History | New | 2,590 | 212 | 0.04% | — | 1051 | +2,590 | New | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 2,566 | 211 | 0.01% | — | 1053 | +2,566 | New | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,567 | 211 | 0.0% | 0.0% | 1052 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hickory Point Bank & Trust | History | New | 2,521 | 208 | 0.14% | — | 1055 | +2,521 | New | Q1 2026 | Apr 03, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,525 | 208 | 0.03% | 0.03% | 1054 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hummer Financial Advisory Services Inc | History | New | 2,500 | 206 | 0.15% | — | 1058 | +2,500 | New | Q1 2026 | Apr 08, 2026 |
| Sovran Advisors, LLC | History | Added to | 2,498 | 206 | 0.02% | 0.02% | 1057 | +5 | 0.2% | Q1 2026 | May 01, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,500 | 206 | 0.05% | 0.05% | 1056 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 2,467 | 203 | 0.07% | 0.32% | 1061 | -8,056 | -76.56% | Q1 2026 | May 04, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 2,467 | 203 | 0.13% | 0.13% | 1059 | -19 | -0.76% | Q1 2026 | Apr 28, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 2,470 | 203 | 0.05% | 0.05% | 1060 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LAWOOD & CO | History | No change | 2,470 | 203 | 0.19% | 0.19% | 1062 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 2,450 | 202 | 0.16% | 0.29% | 1063 | -1,866 | -43.23% | Q1 2026 | Apr 07, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 2,438 | 201 | 0.03% | 0.03% | 1064 | -39 | -1.57% | Q1 2026 | May 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 2,437 | 201 | 0.11% | 0.11% | 1066 | +9 | 0.37% | Q1 2026 | May 01, 2026 |
| Pacific Center for Financial Services | History | Added to | 2,439 | 201 | 0.05% | 0.05% | 1065 | +6 | 0.25% | Q1 2026 | May 12, 2026 |
| GreatBanc Trust CO | History | Reduced | 2,425 | 200 | 0.14% | 0.33% | 1067 | -3,300 | -57.64% | Q1 2026 | Apr 30, 2026 |
| DEFINE FINANCIAL, LLC | History | New | 2,427 | 200 | 0.11% | — | 1069 | +2,427 | New | Q1 2026 | Apr 14, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 2,433 | 200 | 0.16% | 0.16% | 1068 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,411 | 199 | 0.02% | — | 1070 | +2,411 | New | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 2,392 | 198 | 0.01% | 0.01% | 1071 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Crewe Advisors LLC | History | Added to | 2,394 | 197 | 0.02% | 0.02% | 1072 | +80 | 3.46% | Q1 2026 | May 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 2,336 | 192 | 0.02% | 0.87% | 1073 | -132,851 | -98.27% | Q1 2026 | Apr 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,308 | 190 | 0.01% | 0.01% | 1074 | +1 | 0.04% | Q1 2026 | May 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 2,299 | 189 | 0.04% | 0.05% | 1075 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CNB Bank | History | Added to | 2,258 | 186 | 0.08% | 0.07% | 1076 | +120 | 5.61% | Q1 2026 | May 06, 2026 |
| Ransom Advisory, Ltd | History | No change | 2,200 | 182 | 0.07% | 0.07% | 1077 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 2,142 | 176 | 0.01% | 0.02% | 1078 | -1,872 | -46.64% | Q1 2026 | May 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 2,072 | 171 | 0.06% | 0.05% | 1079 | +450 | 27.74% | Q1 2026 | Apr 17, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 2,049 | 169 | 0.08% | 0.08% | 1081 | +64 | 3.22% | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,050 | 169 | 0.02% | 0.02% | 1080 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hamilton Wealth, LLC | History | New | 1,955 | 161 | 0.01% | — | 1082 | +1,955 | New | Q1 2026 | May 18, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,937 | 159 | 0.01% | 0.01% | 1083 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Triumph Capital Management | History | Added to | 1,868 | 154 | 0.03% | 0.01% | 1084 | +1,336 | 251.13% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,838 | 151 | 0.03% | 0.03% | 1085 | +10 | 0.55% | Q1 2026 | May 20, 2026 |
| Horizons Wealth Management | History | Reduced | 1,744 | 144 | 0.09% | 0.1% | 1086 | -29 | -1.64% | Q1 2026 | Apr 02, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 1,730 | 142 | 0.05% | 0.04% | 1087 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 1,647 | 135 | 0.05% | 0.07% | 1088 | -589 | -26.34% | Q1 2026 | May 05, 2026 |
| SIMA Wealth Partners, LLC | History | New | 1,620 | 133 | 0.1% | — | 1090 | +1,620 | New | Q1 2026 | May 15, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 1,612 | 133 | 0.05% | 0.06% | 1089 | +1 | 0.06% | Q1 2026 | Apr 07, 2026 |
| Lummis Asset Management, LP | History | No change | 1,595 | 131 | 0.08% | 0.08% | 1091 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Finley Financial, LLC | History | Reduced | 1,535 | 126 | 0.06% | 0.12% | 1092 | -1,610 | -51.19% | Q1 2026 | Apr 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,469 | 121 | 0.05% | 0.05% | 1093 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | Added to | 1,429 | 118 | 0.04% | 0.04% | 1094 | +7 | 0.49% | Q1 2026 | May 21, 2026 |
| Copia Wealth Management | History | Reduced | 1,429 | 117 | 0.08% | 0.15% | 1095 | -1,050 | -42.36% | Q1 2026 | May 04, 2026 |
| Solstein Capital, LLC | History | New | 1,366 | 112 | 0.05% | — | 1096 | +1,366 | New | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 1,345 | 111 | 0.01% | 0.0% | 1097 | +1,175 | 691.18% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,341 | 110 | 0.01% | 0.01% | 1098 | +6 | 0.45% | Q1 2026 | Apr 27, 2026 |
| Tower View Wealth Management LLC | History | Added to | 1,285 | 106 | 0.05% | 0.05% | 1099 | +132 | 11.45% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,255 | 103 | 0.01% | 0.01% | 1100 | -200 | -13.75% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 1,249 | 103 | 0.01% | 0.01% | 1101 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 1,234 | 102 | 0.03% | 0.03% | 1102 | +109 | 9.69% | Q1 2026 | May 07, 2026 |
| HighMark Wealth Management LLC | History | Added to | 1,203 | 99 | 0.04% | 0.04% | 1104 | +6 | 0.5% | Q1 2026 | May 05, 2026 |
| Grove Bank & Trust | History | No change | 1,200 | 99 | 0.01% | 0.01% | 1103 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TopTier Wealth Management, LLC | History | New | 1,147 | 94 | 0.06% | — | 1105 | +1,147 | New | Q1 2026 | May 05, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,116 | 92 | 0.04% | 0.05% | 1106 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,100 | 90 | 0.0% | 0.0% | 1107 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Peck Wealth Management, LLC | History | No change | 1,100 | 90 | 0.09% | 0.09% | 1108 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,019 | 84 | 0.07% | 0.07% | 1109 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 961 | 79 | 0.04% | 0.02% | 1110 | +606 | 170.7% | Q1 2026 | Apr 08, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 943 | 77 | 0.0% | 0.0% | 1111 | -100 | -9.59% | Q1 2026 | Apr 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 908 | 74 | 0.0% | 0.0% | 1112 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 894 | 73 | 0.02% | 0.02% | 1113 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 879 | 72 | 0.03% | — | 1117 | +879 | New | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 875 | 72 | 0.0% | — | 1116 | +875 | New | Q1 2026 | May 07, 2026 |
| Horizon Investments, LLC | History | Reduced | 880 | 72 | 0.0% | 0.0% | 1114 | -143 | -13.98% | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | No change | 880 | 72 | 0.02% | 0.02% | 1115 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 852 | 70 | 0.02% | 0.02% | 1118 | +5 | 0.59% | Q1 2026 | May 01, 2026 |
| Breakwater Investment Management | History | No change | 782 | 64 | 0.02% | 0.02% | 1119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Colonial Trust Advisors | History | Added to | 694 | 57 | 0.0% | 0.0% | 1120 | +56 | 8.78% | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 673 | 55 | 0.01% | 0.01% | 1121 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 651 | 53 | 0.05% | — | 1124 | +651 | New | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | New | 647 | 53 | 0.02% | — | 1123 | +647 | New | Q1 2026 | Apr 27, 2026 |
| Caitlin John, LLC | History | Reduced | 652 | 53 | 0.03% | 0.05% | 1122 | -200 | -23.47% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 640 | 52 | 0.0% | 0.0% | 1125 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 615 | 50 | 0.0% | 0.0% | 1126 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFS Advisors, LLC | History | No change | 600 | 49 | 0.03% | 0.03% | 1127 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 600 | 49 | 0.01% | 0.01% | 1128 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New Republic Capital, LLC | History | No change | 546 | 45 | 0.02% | 0.01% | 1129 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | New | 537 | 44 | 0.01% | — | 1132 | +537 | New | Q1 2026 | May 11, 2026 |
| Bank of New Hampshire | History | Reduced | 538 | 44 | 0.01% | 0.01% | 1130 | -73 | -11.95% | Q1 2026 | Apr 13, 2026 |
| UNION SAVINGS BANK | History | No change | 544 | 44 | 0.02% | 0.02% | 1131 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Park Place Capital Corp | History | Reduced | 500 | 41 | 0.01% | 0.04% | 1134 | -2,061 | -80.48% | Q1 2026 | Apr 09, 2026 |
| SRH ADVISORS, LLC | History | No change | 500 | 41 | 0.01% | 0.01% | 1133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 482 | 40 | 0.0% | 0.0% | 1135 | +66 | 15.87% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 491 | 40 | 0.0% | 0.0% | 1136 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Tidemark, LLC | History | New | 480 | 39 | 0.01% | — | 1137 | +480 | New | Q1 2026 | May 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 456 | 37 | 0.02% | — | 1138 | +456 | New | Q1 2026 | Apr 21, 2026 |
| Roxbury Financial LLC | History | No change | 439 | 36 | 0.03% | 0.03% | 1139 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 422 | 34 | 0.0% | 0.0% | 1140 | +374 | 779.17% | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 400 | 33 | 0.0% | 0.0% | 1141 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 400 | 33 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Y.D. More Investments Ltd | History | No change | 400 | 33 | 0.0% | 0.0% | 1143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JNBA Financial Advisors | History | No change | 395 | 32 | 0.0% | 0.0% | 1144 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 394 | 32 | 0.02% | 0.02% | 1145 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 379 | 31 | 0.01% | 0.01% | 1146 | -85 | -18.32% | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | Reduced | 367 | 30 | 0.0% | 0.0% | 1148 | -993 | -73.01% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | No change | 374 | 30 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 362 | 29 | 0.0% | — | 1150 | +362 | New | Q1 2026 | May 18, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 362 | 29 | 0.01% | 0.01% | 1149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 348 | 28 | 0.01% | 0.01% | 1151 | +1 | 0.29% | Q1 2026 | May 01, 2026 |
| Rakuten Securities, Inc. | History | Added to | 330 | 27 | 0.01% | 0.0% | 1154 | +276 | 511.11% | Q1 2026 | May 01, 2026 |
| West Branch Capital LLC | History | Added to | 337 | 27 | 0.01% | 0.01% | 1152 | +2 | 0.6% | Q1 2026 | Apr 14, 2026 |
| Pflug Koory, LLC | History | Added to | 337 | 27 | 0.01% | 0.01% | 1153 | +1 | 0.3% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 321 | 26 | 0.0% | 0.0% | 1155 | +249 | 345.83% | Q1 2026 | Apr 28, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 302 | 25 | 0.0% | 0.02% | 1156 | -1,898 | -86.27% | Q1 2026 | Apr 16, 2026 |
| MCF Advisors LLC | History | No change | 300 | 24 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Armor Investment Advisors, LLC | History | No change | 267 | 22 | 0.01% | 0.01% | 1158 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 262 | 21 | 0.0% | — | 1160 | +262 | New | Q1 2026 | Apr 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 257 | 21 | 0.0% | 0.0% | 1159 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 252 | 20 | 0.0% | 0.31% | 1161 | -156,557 | -99.84% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | New | 247 | 20 | 0.0% | — | 1162 | +247 | New | Q1 2026 | May 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 226 | 19 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 223 | 18 | 0.01% | — | 1165 | +223 | New | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 218 | 18 | 0.0% | — | 1164 | +218 | New | Q1 2026 | Apr 29, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 212 | 17 | 0.0% | 0.0% | 1166 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PROTECTIVE LIFE CORP | History | New | 196 | 16 | 0.05% | — | 1167 | +196 | New | Q1 2026 | May 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 190 | 15 | 0.0% | 0.0% | 1168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 188 | 15 | 0.0% | 0.0% | 1169 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 172 | 14 | 0.01% | — | 1173 | +172 | New | Q1 2026 | May 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 170 | 14 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | No change | 175 | 14 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 172 | 14 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 162 | 13 | 0.0% | — | 1176 | +162 | New | Q1 2026 | May 08, 2026 |
| YANKCOM Partnership | History | New | 158 | 13 | 0.01% | — | 1177 | +158 | New | Q1 2026 | Apr 20, 2026 |
| Addison Advisors LLC | History | No change | 160 | 13 | 0.0% | 0.0% | 1174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 161 | 13 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Truvestments Capital LLC | History | New | 154 | 12 | 0.0% | — | 1180 | +154 | New | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 155 | 12 | 0.01% | 0.0% | 1179 | +111 | 252.27% | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | No change | 151 | 12 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| City State Bank | History | Added to | 134 | 11 | 0.0% | 0.0% | 1183 | +48 | 55.81% | Q1 2026 | Apr 20, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 91 | 11 | 0.01% | 0.02% | 1182 | -20 | -18.02% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | No change | 135 | 11 | 0.0% | 0.0% | 1181 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 125 | 10 | 0.08% | 0.27% | 1186 | -438 | -77.8% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 123 | 10 | 0.0% | 0.0% | 1184 | +103 | 515.0% | Q1 2026 | May 01, 2026 |
| High Note Wealth, LLC | History | No change | 123 | 10 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 129 | 10 | 0.01% | 0.01% | 1187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Added to | 121 | 9 | 0.0% | 0.0% | 1188 | +1 | 0.83% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | No change | 110 | 9 | 0.0% | 0.0% | 1189 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 100 | 8 | 0.0% | 0.01% | 1190 | -1,940 | -95.1% | Q1 2026 | May 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IMG Wealth Management, Inc. | History | No change | 108 | 8 | 0.01% | 0.01% | 1192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 105 | 8 | 0.01% | 0.01% | 1193 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HHM Wealth Advisors, LLC | History | New | 90 | 7 | 0.0% | — | 1198 | +90 | New | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 88 | 7 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | No change | 86 | 7 | 0.0% | 0.0% | 1195 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 92 | 7 | 0.0% | 0.0% | 1197 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 75 | 6 | 0.0% | 0.0% | 1199 | -10 | -11.76% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | Added to | 83 | 6 | 0.0% | 0.0% | 1202 | +1 | 1.22% | Q1 2026 | May 04, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 75 | 6 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 81 | 6 | 0.0% | 0.0% | 1201 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | New | 69 | 5 | 0.0% | — | 1206 | +69 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 69 | 5 | 0.0% | 0.0% | 1203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sawyer & Company, Inc | History | No change | 65 | 5 | 0.0% | 0.0% | 1204 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 66 | 5 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 50 | 4 | 0.0% | — | 1209 | +50 | New | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 53 | 4 | 0.0% | 0.0% | 1208 | +1 | 1.92% | Q1 2026 | May 01, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 1207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 33 | 2 | 0.0% | — | 1214 | +33 | New | Q1 2026 | May 12, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 32 | 2 | 0.0% | — | 1213 | +32 | New | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 26 | 2 | 0.0% | — | 1212 | +26 | New | Q1 2026 | May 05, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 25 | 2 | 0.0% | 0.0% | 1210 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 36 | 2 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Pacifica Partners Inc. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 1215 | -98 | -83.05% | Q1 2026 | Apr 09, 2026 |
| Vanguard National Trust Co | History | New | 23 | 1 | 0.0% | — | 1219 | +23 | New | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1216 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1217 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 12 | 1 | 0.0% | 0.0% | 1218 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -355,552 | -100.0% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -339,552 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -149,380 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -96,237 | -100.0% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -82,625 | -100.0% | Q1 2026 | May 11, 2026 |
| ARVEST INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.81% | — | -69,394 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Vernal Point Advisors, LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -31,705 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,879 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -30,276 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -29,961 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -28,838 | -100.0% | Q1 2026 | Apr 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,988 | -100.0% | Q1 2026 | May 15, 2026 |
| EQ LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -21,002 | -100.0% | Q1 2026 | May 06, 2026 |
| DAVIS-REA LTD. | History | Closed out | 0 | 0 | — | 0.42% | — | -20,415 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,306 | -100.0% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.13% | — | -13,902 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,607 | -100.0% | Q1 2026 | May 12, 2026 |
| ADVISORY RESEARCH INC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,154 | -100.0% | Q1 2026 | May 14, 2026 |
| Trevian Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -11,046 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.38% | — | -10,916 | -100.0% | Q1 2026 | May 01, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,800 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,078 | -100.0% | Q1 2026 | May 15, 2026 |
| Vigilare Wealth Management | History | Closed out | 0 | 0 | — | 0.27% | — | -9,779 | -100.0% | Q1 2026 | Apr 01, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,055 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,600 | -100.0% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,086 | -100.0% | Q1 2026 | May 08, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.55% | — | -7,912 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -7,903 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Closed out | 0 | 0 | — | 0.21% | — | -7,500 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Closed out | 0 | 0 | — | 0.25% | — | -6,892 | -100.0% | Q1 2026 | May 11, 2026 |
| Sunburst Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,717 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Pasadena Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,926 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,885 | -100.0% | Q1 2026 | Apr 30, 2026 |
| EdgeRock Capital LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,566 | -100.0% | Q1 2026 | Apr 16, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,417 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,275 | -100.0% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -5,229 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Goldstone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,866 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,491 | -100.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.01% | — | -4,407 | -100.0% | Q1 2026 | May 08, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,270 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,019 | -100.0% | Q1 2026 | May 14, 2026 |
| ONE Advisory Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,809 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,782 | -100.0% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,642 | -100.0% | Q1 2026 | May 06, 2026 |
| West Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,604 | -100.0% | Q1 2026 | May 11, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,560 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cushing Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -3,544 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Capital Squared Financial LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -3,410 | -100.0% | Q1 2026 | May 01, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -3,373 | -100.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,239 | -100.0% | Q1 2026 | May 15, 2026 |
| Kaydan Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,164 | -100.0% | Q1 2026 | Apr 29, 2026 |
| McAlvany Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -3,096 | -100.0% | Q1 2026 | May 06, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Closed out | 0 | 0 | — | 0.04% | — | -3,081 | -100.0% | Q1 2026 | May 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,020 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Hudson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,916 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Conservest Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,868 | -100.0% | Q1 2026 | May 04, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,730 | -100.0% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,578 | -100.0% | Q1 2026 | May 04, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,486 | -100.0% | Q1 2026 | May 11, 2026 |
| Renasant Bank | History | Closed out | 0 | 0 | — | 0.14% | — | -2,473 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Northwest Bancshares, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,470 | -100.0% | Q1 2026 | May 12, 2026 |
| Probity Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,432 | -100.0% | Q1 2026 | Apr 28, 2026 |
| V2 Financial group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,418 | -100.0% | Q1 2026 | May 04, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,909 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,021 | -100.0% | Q1 2026 | May 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -875 | -100.0% | Q1 2026 | May 15, 2026 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -765 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -496 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -469 | -100.0% | Q1 2026 | May 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -409 | -100.0% | Q1 2026 | May 01, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -356 | -100.0% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1 | 0 | — | 0.0% | — | -315 | -99.68% | Q1 2026 | Apr 28, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -248 | -100.0% | Q1 2026 | May 07, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -234 | -100.0% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -97 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 04, 2026 |
| Hara Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 01, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Balentine LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| American Capital Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vision Retirement, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |