iSHARES TRUST - SHYG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | Added to | 14,711,414 | 622,438 | 0.11% | 0.1% | 1 | +434,529 | 3.04% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 12,811,901 | 542,071 | 0.03% | 0.03% | 2 | +32,311 | 0.25% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 12,584,102 | 532,433 | 1.09% | 1.03% | 3 | +858,905 | 7.33% | Q1 2026 | May 06, 2026 |
| Empower Advisory Group, LLC | History | Added to | 12,094,500 | 511,718 | 1.33% | 1.29% | 4 | +953,377 | 8.56% | Q1 2026 | May 14, 2026 |
| Japan Science & Technology Agency | History | No change | 4,450,000 | 188,279 | 3.91% | 3.51% | 5 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 4,218,424 | 178,481 | 0.0% | 0.0% | 6 | +401,138 | 10.51% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 3,059,355 | 129,441 | 0.03% | 0.03% | 7 | +217,870 | 7.67% | Q1 2026 | May 06, 2026 |
| NEPC LLC | History | No change | 2,632,283 | 111,371 | 2.22% | 2.4% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,607,822 | 110,336 | 0.15% | 0.17% | 9 | -343,906 | -11.65% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,570,336 | 108,750 | 0.01% | 0.01% | 10 | +147,985 | 6.11% | Q1 2026 | May 15, 2026 |
| Bramshill Investments, LLC | History | Reduced | 2,091,384 | 88,486 | 7.62% | 29.04% | 11 | -9,890,082 | -82.54% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 1,931,911 | 81,739 | 0.18% | 0.27% | 12 | -881,190 | -31.32% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,795,049 | 75,948 | 0.11% | 0.13% | 13 | -135,871 | -7.04% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,699,712 | 71,914 | 0.02% | 0.02% | 14 | +9,924 | 0.59% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,577,340 | 66,737 | 0.17% | 0.17% | 15 | +48,490 | 3.17% | Q1 2026 | May 11, 2026 |
| ARCH CAPITAL GROUP LTD. | History | No change | 1,531,250 | 64,787 | 22.31% | 22.46% | 16 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| State of Tennessee, Department of Treasury | History | New | 1,163,200 | 49,214 | 0.17% | — | 17 | +1,163,200 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,149,340 | 48,628 | 0.01% | 0.01% | 18 | +272,163 | 31.03% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,126,899 | 47,679 | 0.01% | 0.01% | 19 | -378,370 | -25.14% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,077,221 | 45,577 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,015,055 | 42,754 | 2.06% | 2.11% | 21 | -20,675 | -2.0% | Q1 2026 | Apr 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 982,305 | 41,561 | 0.07% | 0.06% | 22 | +116,713 | 13.48% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 873,525 | 36,958 | 0.04% | 0.04% | 23 | +9,962 | 1.15% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 873,283 | 36,949 | 0.07% | 0.07% | 24 | +45,546 | 5.5% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 825,730 | 34,936 | 0.01% | 0.01% | 25 | -15,721 | -1.87% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 741,693 | 31,381 | 0.0% | 0.0% | 26 | +31,539 | 4.44% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 698,802 | 29,566 | 0.03% | 0.05% | 27 | -378,256 | -35.12% | Q1 2026 | May 13, 2026 |
| Ninety One UK Ltd | History | Added to | 579,677 | 24,526 | 0.06% | 0.05% | 28 | +1,926 | 0.33% | Q1 2026 | Apr 24, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 579,590 | 24,522 | 0.1% | 0.09% | 29 | +57,213 | 10.95% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 549,075 | 23,231 | 0.02% | 0.02% | 30 | +30,111 | 5.8% | Q1 2026 | May 05, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 547,056 | 23,145 | 0.52% | 0.53% | 31 | +14,603 | 2.74% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 544,315 | 23,029 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 544,229 | 23,026 | 0.18% | 0.2% | 33 | -1,183 | -0.22% | Q1 2026 | Apr 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 541,783 | 22,922 | 4.08% | 4.35% | 34 | +15,099 | 2.87% | Q1 2026 | May 08, 2026 |
| High Probability Advisors, LLC | History | Added to | 533,407 | 22,568 | 2.89% | 2.71% | 35 | +59,049 | 12.45% | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | Added to | 526,948 | 22,295 | 0.02% | 0.02% | 36 | +3,490 | 0.67% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | Reduced | 523,777 | 22,161 | 1.67% | 2.08% | 37 | -100,272 | -16.07% | Q1 2026 | May 08, 2026 |
| Gibbs Wealth Management | History | Added to | 518,491 | 21,937 | 2.88% | 2.93% | 38 | +236,880 | 84.12% | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 516,000 | 21,831 | 1.26% | 2.03% | 39 | -492,700 | -48.85% | Q1 2026 | Apr 16, 2026 |
| ATWOOD & PALMER INC | History | Added to | 457,730 | 19,366 | 1.09% | 1.1% | 40 | +7,802 | 1.73% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 431,271 | 18,247 | 0.02% | 0.02% | 41 | +26,287 | 6.49% | Q1 2026 | May 12, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 417,960 | 17,683 | 2.28% | — | 42 | +417,960 | New | Q1 2026 | Apr 16, 2026 |
| Legacy Financial Group LLC | History | Reduced | 414,479 | 17,536 | 2.21% | 2.2% | 43 | -2,634 | -0.63% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 409,181 | 17,314 | 0.03% | 0.03% | 44 | -52,537 | -11.38% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 384,476 | 16,267 | 0.19% | 0.19% | 45 | +8,046 | 2.14% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 384,267 | 16,258 | 0.09% | 0.09% | 46 | +19,647 | 5.39% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 364,727 | 15,431 | 0.04% | 0.05% | 47 | -90,807 | -19.93% | Q1 2026 | May 04, 2026 |
| KilterHowling LLC | History | Added to | 359,293 | 15,201 | 7.67% | 5.68% | 48 | +97,898 | 37.45% | Q1 2026 | May 12, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 351,766 | 14,950 | 6.56% | 6.89% | 49 | +5,078 | 1.46% | Q1 2026 | May 11, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 334,981 | 14,243 | 4.19% | 4.07% | 50 | +13,332 | 4.14% | Q1 2026 | Apr 16, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 306,676 | 12,975 | 0.47% | 0.49% | 51 | -10,125 | -3.2% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 302,510 | 12,799 | 0.26% | 0.25% | 52 | +14,198 | 4.92% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 300,625 | 12,719 | 0.02% | 0.02% | 53 | -36,865 | -10.92% | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 291,657 | 12,420 | 0.16% | 0.17% | 54 | -13,346 | -4.38% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 290,654 | 12,190 | 0.0% | 0.0% | 55 | -42,282 | -12.7% | Q1 2026 | May 13, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 287,637 | 12,169 | 5.06% | 5.0% | 56 | +8,174 | 2.92% | Q1 2026 | Apr 23, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 285,455 | 12,077 | 2.18% | 1.54% | 57 | -71,485 | -20.03% | Q1 2026 | Apr 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 283,755 | 12,021 | 0.0% | 0.0% | 58 | -124,409 | -30.48% | Q1 2026 | May 15, 2026 |
| Freestate Advisors LLC | History | Added to | 261,437 | 11,061 | 8.84% | 9.09% | 59 | +468 | 0.18% | Q1 2026 | Apr 09, 2026 |
| Peak Financial Management, Inc. | History | Added to | 260,488 | 11,021 | 2.8% | 2.74% | 60 | +12,298 | 4.96% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 258,739 | 10,947 | 0.05% | 0.06% | 61 | +16,619 | 6.86% | Q1 2026 | May 13, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 257,699 | 10,903 | 2.4% | 1.26% | 62 | +127,299 | 97.62% | Q1 2026 | Apr 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 250,360 | 10,592 | 0.04% | 0.16% | 63 | -750,000 | -74.97% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 245,811 | 10,400 | 0.04% | 0.04% | 64 | +21,388 | 9.53% | Q1 2026 | Apr 30, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 241,652 | 10,224 | 0.72% | 0.81% | 65 | -21,679 | -8.23% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 240,544 | 10,177 | 0.04% | 0.04% | 66 | -10,677 | -4.25% | Q1 2026 | May 11, 2026 |
| Powers Advisory Group, LLC | History | Added to | 236,270 | 9,996 | 3.52% | 3.53% | 67 | +17,703 | 8.1% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 230,626 | 9,758 | 0.03% | 0.03% | 68 | -8,658 | -3.62% | Q1 2026 | Apr 30, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 227,953 | 9,644 | 0.25% | 0.17% | 69 | +76,293 | 50.31% | Q1 2026 | May 13, 2026 |
| KITCHING PARTNERS, LLC | History | Reduced | 225,435 | 9,538 | 8.78% | 9.45% | 70 | -16,213 | -6.71% | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 223,267 | 9,446 | 0.09% | 0.1% | 71 | -9,030 | -3.89% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 215,537 | 9,119 | 0.07% | 0.03% | 72 | +151,129 | 234.64% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 207,426 | 8,776 | 0.9% | 0.67% | 73 | +52,548 | 33.93% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 204,172 | 8,638 | 0.06% | 0.05% | 74 | +71,245 | 53.6% | Q1 2026 | Apr 15, 2026 |
| Whitford Management LLC | History | No change | 202,000 | 8,546 | 8.73% | 8.79% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 193,013 | 8,166 | 0.28% | 0.27% | 76 | +6,771 | 3.64% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 191,327 | 8,095 | 0.14% | 0.14% | 77 | +14,323 | 8.09% | Q1 2026 | Apr 20, 2026 |
| Portside Wealth Group, LLC | History | Added to | 188,933 | 7,993 | 1.08% | 0.95% | 78 | +24,115 | 14.63% | Q1 2026 | May 12, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 180,444 | 7,634 | 0.86% | 0.8% | 79 | -58,841 | -24.59% | Q1 2026 | May 12, 2026 |
| Towercrest Capital Management | History | Added to | 175,581 | 7,428 | 1.16% | 1.11% | 81 | +12,063 | 7.38% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Reduced | 175,574 | 7,428 | 0.01% | 0.01% | 80 | -3,546 | -1.98% | Q1 2026 | May 15, 2026 |
| Smith Salley Wealth Management | History | Added to | 175,357 | 7,419 | 0.37% | 0.23% | 82 | +68,505 | 64.11% | Q1 2026 | Apr 16, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 175,197 | 7,412 | 1.6% | 1.81% | 83 | -25,659 | -12.77% | Q1 2026 | May 08, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 164,983 | 6,919 | 4.76% | 2.36% | 84 | +17,173 | 11.62% | Q1 2026 | Apr 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 162,881 | 6,891 | 0.22% | 0.22% | 85 | +15,236 | 10.32% | Q1 2026 | May 06, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 159,167 | 6,734 | 0.1% | 0.1% | 86 | +18,491 | 13.14% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 156,488 | 6,621 | 0.08% | 0.07% | 87 | +3,049 | 1.99% | Q1 2026 | Apr 28, 2026 |
| Livet Wealth, LLC | History | Added to | 156,105 | 6,604 | 4.2% | 4.1% | 88 | +836 | 0.54% | Q1 2026 | Apr 24, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 154,258 | 6,526 | 0.01% | 0.02% | 89 | -311,742 | -66.9% | Q1 2026 | May 14, 2026 |
| Hudock, Inc. | History | Added to | 152,332 | 6,445 | 0.95% | 0.85% | 90 | +17,361 | 12.86% | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 150,865 | 6,383 | 0.7% | 0.7% | 91 | +5,504 | 3.79% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 150,110 | 6,351 | 0.1% | 0.12% | 92 | +9,058 | 6.42% | Q1 2026 | May 18, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 149,594 | 6,329 | 0.93% | 0.7% | 93 | +60,544 | 67.99% | Q1 2026 | Apr 27, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 143,490 | 6,071 | 1.72% | 1.88% | 94 | -19,350 | -11.88% | Q1 2026 | Apr 16, 2026 |
| Alliance Wealth Management Group | History | Added to | 142,298 | 6,020 | 1.32% | 1.22% | 95 | +12,283 | 9.45% | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 138,978 | 5,880 | 0.23% | 0.23% | 96 | -6,135 | -4.23% | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | Added to | 135,816 | 5,746 | 0.32% | 0.3% | 97 | +9,747 | 7.73% | Q1 2026 | Apr 23, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 129,373 | 5,473 | 0.3% | 0.36% | 98 | -35,099 | -21.34% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 128,410 | 5,433 | 0.21% | 0.19% | 99 | +8,204 | 6.82% | Q1 2026 | May 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 127,343 | 5,387 | 0.21% | 0.18% | 100 | -4,512 | -3.42% | Q1 2026 | May 15, 2026 |
| Norris Financial Group, LLC | History | Added to | 121,776 | 5,152 | 1.68% | 1.52% | 101 | +17,484 | 16.76% | Q1 2026 | May 20, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 120,790 | 5,110 | 2.01% | 2.04% | 102 | +2,680 | 2.27% | Q1 2026 | May 11, 2026 |
| Level Financial Advisors | History | Added to | 120,477 | 5,097 | 1.3% | 1.33% | 103 | +2,859 | 2.43% | Q1 2026 | Apr 10, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 119,304 | 5,047 | 0.31% | 0.29% | 104 | +7,100 | 6.33% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 119,894 | 5,022 | 0.0% | 0.0% | 105 | +19,434 | 19.35% | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | Added to | 116,590 | 4,932 | 1.38% | 1.24% | 106 | +18,397 | 18.74% | Q1 2026 | Apr 30, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 115,455 | 4,884 | 1.26% | 0.32% | 107 | +86,174 | 294.3% | Q1 2026 | Apr 08, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 115,384 | 4,881 | 1.74% | 1.88% | 108 | -9,838 | -7.86% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 113,256 | 4,791 | 0.0% | 0.0% | 109 | -3,609 | -3.09% | Q1 2026 | May 07, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 110,238 | 4,664 | 0.25% | 0.24% | 110 | -967 | -0.87% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 109,530 | 4,634 | 0.06% | 0.05% | 111 | +13,812 | 14.43% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 107,576 | 4,611 | 0.16% | 0.16% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Friedenthal Financial | History | Added to | 108,647 | 4,596 | 2.3% | 2.28% | 113 | +5,215 | 5.04% | Q1 2026 | Apr 20, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 106,693 | 4,514 | 0.86% | 0.86% | 114 | +1,400 | 1.33% | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 104,835 | 4,435 | 0.1% | 0.12% | 115 | -13,858 | -11.68% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 101,306 | 4,286 | 0.04% | 0.02% | 116 | +31,227 | 44.56% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Reduced | 100,838 | 4,266 | 0.12% | 0.13% | 117 | -253 | -0.25% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 100,656 | 4,258 | 0.01% | 0.01% | 118 | -16,067 | -13.77% | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | Added to | 100,000 | 4,231 | 0.05% | 0.05% | 119 | +16,480 | 19.73% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 98,103 | 4,205 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EFG International AG | History | Reduced | 97,596 | 4,129 | 0.09% | 0.12% | 121 | -51,857 | -34.7% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Reduced | 97,233 | 4,113 | 0.51% | 0.53% | 122 | -3,584 | -3.55% | Q1 2026 | Apr 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 97,092 | 4,107 | 0.6% | 0.57% | 123 | +192 | 0.2% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 96,691 | 4,090 | 0.11% | 0.08% | 124 | +21,897 | 29.28% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 94,886 | 4,014 | 0.0% | 0.0% | 125 | -98,919 | -51.04% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 92,829 | 3,928 | 0.01% | 0.01% | 126 | -14,768 | -13.73% | Q1 2026 | Apr 22, 2026 |
| Addison Capital Co | History | Added to | 90,121 | 3,812 | 0.68% | 0.75% | 127 | +20,317 | 29.11% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 89,383 | 3,771 | 0.01% | 0.01% | 128 | -119,485 | -57.21% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 88,774 | 3,756 | 0.0% | 0.0% | 129 | -1,400 | -1.55% | Q1 2026 | May 13, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 86,843 | 3,674 | 0.24% | 0.22% | 130 | +4,306 | 5.22% | Q1 2026 | Apr 27, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 84,601 | 3,579 | 0.34% | 0.32% | 131 | +5,923 | 7.53% | Q1 2026 | Apr 17, 2026 |
| American Wealth Advisors, LLC | History | Added to | 84,194 | 3,562 | 3.71% | 3.46% | 132 | +1,911 | 2.32% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Added to | 83,027 | 3,512 | 0.06% | 0.05% | 133 | +6,352 | 8.28% | Q1 2026 | Apr 27, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 82,669 | 3,497 | 0.06% | 0.06% | 134 | +596 | 0.73% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 81,588 | 3,451 | 0.0% | 0.0% | 135 | -31,862 | -28.08% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 80,297 | 3,397 | 0.04% | 0.03% | 136 | +21,523 | 36.62% | Q1 2026 | May 11, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 79,658 | 3,370 | 0.15% | 0.15% | 137 | +1,290 | 1.65% | Q1 2026 | May 05, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 78,531 | 3,293 | 0.5% | 0.53% | 138 | -1,041 | -1.31% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Added to | 77,609 | 3,283 | 0.09% | 0.09% | 139 | +987 | 1.29% | Q1 2026 | May 04, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 76,804 | 3,249 | 0.57% | 0.59% | 140 | -1,244 | -1.59% | Q1 2026 | Apr 23, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 76,780 | 3,248 | 2.19% | 2.2% | 141 | +1,974 | 2.64% | Q1 2026 | May 07, 2026 |
| Factor Wealth Management LTD | History | Reduced | 75,442 | 3,191 | 0.6% | 1.01% | 142 | -33,621 | -30.83% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 75,370 | 3,188 | 0.09% | 0.03% | 143 | +54,993 | 269.88% | Q1 2026 | May 11, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 74,217 | 3,163 | 2.04% | 2.2% | 144 | -1,834 | -2.41% | Q1 2026 | Apr 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 73,573 | 3,112 | 0.22% | 0.24% | 145 | -2,868 | -3.75% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 73,056 | 3,091 | 0.3% | 0.31% | 146 | -319 | -0.43% | Q1 2026 | Apr 22, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 71,535 | 3,026 | 1.65% | 1.37% | 147 | +12,146 | 20.45% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | New | 71,337 | 3,018 | 0.12% | — | 148 | +71,337 | New | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | Added to | 70,587 | 2,986 | 0.19% | 0.18% | 149 | +1,136 | 1.64% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 69,034 | 2,907 | 0.03% | 0.02% | 150 | +16,897 | 32.41% | Q1 2026 | Apr 07, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 68,594 | 2,902 | 1.28% | 1.1% | 151 | +12,805 | 22.95% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 67,975 | 2,876 | 0.06% | 0.02% | 152 | +46,645 | 218.68% | Q1 2026 | May 01, 2026 |
| Composition Wealth, LLC | History | Reduced | 67,727 | 2,865 | 0.04% | 0.05% | 153 | -10,159 | -13.04% | Q1 2026 | Apr 08, 2026 |
| Essex LLC | History | Added to | 67,499 | 2,855 | 0.5% | 0.47% | 154 | +5,830 | 9.45% | Q1 2026 | Apr 24, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 66,622 | 2,818 | 0.9% | 0.88% | 155 | +970 | 1.48% | Q1 2026 | Apr 23, 2026 |
| Sovran Advisors, LLC | History | Added to | 65,864 | 2,810 | 0.22% | 0.22% | 156 | +6,094 | 10.2% | Q1 2026 | May 01, 2026 |
| Owen LaRue, LLC | History | Reduced | 64,306 | 2,720 | 1.04% | 1.37% | 157 | -19,915 | -23.65% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 63,297 | 2,713 | 0.02% | 0.02% | 158 | +812 | 1.3% | Q1 2026 | May 15, 2026 |
| Center For Asset Management LLC | History | Reduced | 63,610 | 2,691 | 1.34% | 1.44% | 159 | -431 | -0.67% | Q1 2026 | Apr 16, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 63,144 | 2,671 | 0.0% | 0.0% | 160 | -4,093 | -6.09% | Q1 2026 | Apr 30, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 62,831 | 2,658 | 0.02% | 0.01% | 161 | +8,782 | 16.25% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 61,625 | 2,607 | 0.09% | 0.05% | 162 | +3,838 | 6.64% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Added to | 60,706 | 2,557 | 0.14% | 0.08% | 163 | +16,874 | 38.5% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 60,396 | 2,555 | 0.03% | 0.02% | 164 | +24,798 | 69.66% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 60,357 | 2,553 | 0.0% | 0.0% | 165 | +3,038 | 5.3% | Q1 2026 | May 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 59,700 | 2,525 | 0.43% | 0.41% | 166 | +3,329 | 5.91% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 58,741 | 2,499 | 0.04% | 0.06% | 167 | +30,817 | 110.36% | Q1 2026 | May 01, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 57,598 | 2,436 | 1.42% | 1.38% | 168 | -4,368 | -7.05% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 57,243 | 2,421 | 0.11% | 0.14% | 169 | -10,655 | -15.69% | Q1 2026 | Apr 27, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 57,224 | 2,420 | 0.17% | 0.17% | 170 | +12,381 | 27.61% | Q1 2026 | May 18, 2026 |
| S. R. Schill & Associates | History | Added to | 53,932 | 2,281 | 1.54% | 1.51% | 171 | +3,903 | 7.8% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 53,806 | 2,276 | 0.06% | 0.23% | 172 | -121,695 | -69.34% | Q1 2026 | Apr 09, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 53,729 | 2,272 | 0.17% | 0.14% | 173 | -1,796 | -3.23% | Q1 2026 | May 20, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 53,213 | 2,251 | 0.62% | 0.71% | 174 | -13,992 | -20.82% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 52,454 | 2,237 | 0.05% | 0.05% | 175 | +6,094 | 13.14% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 52,528 | 2,215 | 0.01% | 0.01% | 176 | -1,429 | -2.65% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 51,571 | 2,181 | 0.04% | 0.04% | 177 | -5,514 | -9.66% | Q1 2026 | Apr 10, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 51,523 | 2,179 | 0.45% | 0.42% | 178 | +4,027 | 8.48% | Q1 2026 | Apr 06, 2026 |
| Mount Lucas Management LP | History | Added to | 51,356 | 2,172 | 0.8% | 0.79% | 179 | +4,994 | 10.77% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 51,057 | 2,160 | 0.0% | 0.0% | 180 | +8,469 | 19.89% | Q1 2026 | May 14, 2026 |
| Blue Barn Wealth, LLC | History | No change | 50,219 | 2,152 | 3.13% | 3.13% | 181 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 50,242 | 2,125 | 0.27% | 0.26% | 182 | +1,939 | 4.01% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 49,651 | 2,100 | 0.01% | 0.01% | 183 | -3,059 | -5.8% | Q1 2026 | May 05, 2026 |
| Hofer & Associates. Inc | History | Reduced | 49,512 | 2,094 | 1.13% | 1.13% | 184 | -50 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 48,326 | 2,044 | 0.05% | 0.05% | 185 | -2,368 | -4.67% | Q1 2026 | May 04, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 48,227 | 2,040 | 0.45% | 0.52% | 186 | -6,064 | -11.17% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Added to | 47,672 | 2,017 | 0.11% | 0.12% | 187 | +548 | 1.16% | Q1 2026 | May 14, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Added to | 47,395 | 2,005 | 0.3% | 0.29% | 188 | +2,982 | 6.71% | Q1 2026 | May 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 46,951 | 2,003 | 0.53% | 0.59% | 189 | -2,308 | -4.69% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 47,143 | 1,994 | 0.02% | — | 191 | +47,143 | New | Q1 2026 | May 13, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 47,139 | 1,994 | 0.63% | 0.33% | 190 | +21,693 | 85.25% | Q1 2026 | Apr 21, 2026 |
| Pacer Advisors, Inc. | History | No change | 46,980 | 1,987 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 46,694 | 1,975 | 0.24% | 0.2% | 193 | +11,088 | 31.14% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | New | 46,283 | 1,958 | 0.07% | — | 194 | +46,283 | New | Q1 2026 | May 19, 2026 |
| HCR Wealth Advisors | History | Reduced | 45,621 | 1,930 | 0.2% | 0.21% | 195 | -2,793 | -5.77% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Added to | 45,527 | 1,926 | 0.09% | 0.08% | 196 | +4,690 | 11.48% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Added to | 45,448 | 1,922 | 0.02% | 0.02% | 197 | +10,909 | 31.58% | Q1 2026 | May 15, 2026 |
| TICINO WEALTH | History | Added to | 40,135 | 1,908 | 0.66% | 0.34% | 198 | +18,737 | 87.56% | Q1 2026 | Apr 22, 2026 |
| Indivisible Partners | History | Added to | 44,582 | 1,886 | 0.17% | 0.15% | 199 | +12,024 | 36.93% | Q1 2026 | Apr 30, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 43,068 | 1,822 | 1.14% | — | 200 | +43,068 | New | Q1 2026 | Apr 14, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 42,848 | 1,812 | 0.5% | 0.55% | 201 | +491 | 1.16% | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | Reduced | 41,985 | 1,776 | 0.33% | 0.57% | 202 | -25,724 | -37.99% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 41,600 | 1,760 | 0.0% | 0.0% | 203 | +10,800 | 35.06% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Reduced | 40,956 | 1,732 | 0.02% | 0.22% | 204 | -417,864 | -91.07% | Q1 2026 | May 05, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 40,419 | 1,710 | 0.94% | 0.8% | 205 | +6,740 | 20.01% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 40,066 | 1,695 | 0.01% | 0.01% | 206 | +14 | 0.03% | Q1 2026 | May 15, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 40,022 | 1,693 | 0.44% | 0.52% | 207 | -3,593 | -8.24% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 39,863 | 1,686 | 0.01% | 0.01% | 208 | -14,264 | -26.35% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 39,500 | 1,671 | 0.0% | — | 209 | +39,500 | New | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 39,386 | 1,666 | 0.06% | 0.27% | 210 | -128,509 | -76.54% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 38,794 | 1,641 | 0.01% | 0.02% | 211 | -38,797 | -50.0% | Q1 2026 | Apr 24, 2026 |
| Sandro Wealth Management LLC | History | Added to | 38,232 | 1,617 | 1.29% | 1.3% | 213 | +1,710 | 4.68% | Q1 2026 | Apr 21, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 38,238 | 1,617 | 1.01% | 0.53% | 212 | +212 | 0.56% | Q1 2026 | May 01, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 36,467 | 1,542 | 0.43% | 0.21% | 214 | +19,442 | 114.2% | Q1 2026 | Apr 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 35,935 | 1,520 | 0.04% | 0.04% | 215 | +1,744 | 5.1% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,913 | 1,519 | 0.01% | 0.01% | 216 | +257 | 0.72% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Added to | 35,767 | 1,513 | 0.04% | 0.04% | 217 | +424 | 1.2% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 35,722 | 1,511 | 0.03% | 0.03% | 218 | +603 | 1.72% | Q1 2026 | Apr 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 35,233 | 1,490 | 0.11% | 0.12% | 219 | -3,480 | -8.99% | Q1 2026 | Apr 20, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 35,196 | 1,489 | 0.41% | 0.37% | 220 | +1,387 | 4.1% | Q1 2026 | Apr 29, 2026 |
| NORDEN GROUP LLC | History | Added to | 34,904 | 1,476 | 0.14% | 0.11% | 222 | +9,219 | 35.89% | Q1 2026 | Apr 15, 2026 |
| Carr Financial Group Corp | History | Reduced | 34,898 | 1,476 | 0.39% | 0.5% | 221 | -9,104 | -20.69% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 34,555 | 1,462 | 0.25% | 0.24% | 224 | +2,213 | 6.84% | Q1 2026 | Apr 28, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 34,554 | 1,462 | 0.35% | 0.33% | 223 | +1,426 | 4.3% | Q1 2026 | May 12, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 34,459 | 1,457 | 0.74% | 2.79% | 225 | -94,789 | -73.34% | Q1 2026 | Apr 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 34,132 | 1,444 | 0.09% | 0.09% | 226 | -2 | -0.01% | Q1 2026 | May 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 33,900 | 1,434 | 0.03% | 0.03% | 227 | +765 | 2.31% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,424 | 1,371 | 0.02% | 0.02% | 228 | +1,815 | 5.93% | Q1 2026 | May 12, 2026 |
| Western Financial Corp/CA | History | Reduced | 32,154 | 1,360 | 0.53% | 0.56% | 229 | -1,048 | -3.16% | Q1 2026 | Apr 22, 2026 |
| Bakala Capital LLC | History | Added to | 31,799 | 1,345 | 6.47% | 6.37% | 230 | +364 | 1.16% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 31,649 | 1,339 | 0.01% | 0.01% | 231 | +4,097 | 14.87% | Q1 2026 | May 15, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 30,724 | 1,299 | 0.21% | 0.27% | 232 | -3,671 | -10.67% | Q1 2026 | Apr 17, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 30,182 | 1,277 | 0.97% | 1.19% | 233 | -2,997 | -9.03% | Q1 2026 | Apr 27, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 30,003 | 1,269 | 0.46% | 0.67% | 234 | -1,234 | -3.95% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | New | 29,631 | 1,254 | 0.0% | — | 235 | +29,631 | New | Q1 2026 | Apr 16, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 29,299 | 1,239 | 0.89% | 0.96% | 236 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tidal Investments LLC | History | Reduced | 29,162 | 1,226 | 0.0% | 0.0% | 237 | -640 | -2.15% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 28,760 | 1,220 | 0.14% | — | 238 | +28,760 | New | Q1 2026 | May 14, 2026 |
| TFB Advisors LLC | History | Reduced | 28,682 | 1,213 | 0.63% | 0.51% | 239 | -14,247 | -33.19% | Q1 2026 | Apr 20, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 28,650 | 1,212 | 0.66% | 2.81% | 240 | -91,699 | -76.19% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 28,626 | 1,211 | 0.0% | 0.01% | 241 | -121,083 | -80.88% | Q1 2026 | May 14, 2026 |
| 21 West Wealth Management LLC | History | Added to | 28,494 | 1,205 | 1.12% | 1.1% | 242 | +420 | 1.5% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 28,462 | 1,204 | 0.04% | 0.07% | 243 | -23,959 | -45.7% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 28,425 | 1,202 | 0.02% | 0.14% | 244 | -186,869 | -86.8% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 27,892 | 1,180 | 0.04% | 0.05% | 245 | -4,892 | -14.92% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 27,432 | 1,160 | 0.01% | 0.01% | 246 | +272 | 1.0% | Q1 2026 | May 08, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 26,918 | 1,138 | 0.16% | 0.32% | 248 | -24,574 | -47.72% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 26,916 | 1,138 | 0.03% | 0.03% | 247 | -390 | -1.43% | Q1 2026 | May 15, 2026 |
| Entelevest, LLC | History | Reduced | 26,841 | 1,135 | 1.14% | 1.21% | 249 | -1,283 | -4.56% | Q1 2026 | May 04, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 26,756 | 1,132 | 0.55% | 0.52% | 250 | -230 | -0.85% | Q1 2026 | May 08, 2026 |
| Sierra Capital LLC | History | Added to | 26,682 | 1,129 | 0.12% | 0.04% | 251 | +17,955 | 205.74% | Q1 2026 | May 15, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 26,598 | 1,125 | 0.16% | 0.15% | 252 | +29 | 0.11% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 26,459 | 1,119 | 0.06% | 0.06% | 253 | +364 | 1.39% | Q1 2026 | Apr 20, 2026 |
| IPG Investment Advisors LLC | History | Added to | 26,339 | 1,114 | 0.19% | 0.1% | 254 | +13,125 | 99.33% | Q1 2026 | May 12, 2026 |
| Obsido Oy | History | Added to | 26,336 | 1,114 | 0.67% | 0.64% | 255 | +2,114 | 8.73% | Q1 2026 | May 15, 2026 |
| NDWM LLC | History | Added to | 25,691 | 1,086 | 0.7% | 0.71% | 256 | +716 | 2.87% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 25,093 | 1,061 | 0.01% | 0.01% | 257 | -278 | -1.1% | Q1 2026 | May 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 24,944 | 1,055 | 0.38% | 0.2% | 258 | +12,244 | 96.41% | Q1 2026 | May 14, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 24,942 | 1,055 | 1.07% | 1.33% | 259 | -4,218 | -14.47% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 24,925 | 1,054 | 0.07% | — | 260 | +24,925 | New | Q1 2026 | May 15, 2026 |
| Portfolio Strategies, Inc. | History | No change | 24,359 | 1,030 | 0.13% | 0.12% | 261 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 24,166 | 1,022 | 0.01% | — | 262 | +24,166 | New | Q1 2026 | May 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 24,140 | 1,021 | 0.01% | 0.0% | 263 | +19,040 | 373.33% | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | Added to | 23,862 | 1,009 | 0.07% | 0.07% | 264 | +2,797 | 13.28% | Q1 2026 | May 07, 2026 |
| Claro Advisors Inc. | History | Added to | 23,825 | 1,008 | 0.12% | 0.13% | 265 | +1,390 | 6.2% | Q1 2026 | Apr 21, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 23,758 | 1,005 | 0.23% | 0.27% | 266 | -1,745 | -6.84% | Q1 2026 | Apr 24, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 23,407 | 990 | 0.22% | 0.3% | 267 | -7,141 | -23.38% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,121 | 978 | 0.0% | 0.0% | 268 | +4,305 | 22.88% | Q1 2026 | May 08, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 22,260 | 941 | 0.5% | 0.53% | 269 | -800 | -3.47% | Q1 2026 | Apr 16, 2026 |
| Blankinship & Foster, LLC | History | Added to | 21,689 | 917 | 0.2% | 0.2% | 270 | +162 | 0.75% | Q1 2026 | Apr 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,525 | 910 | 0.0% | 0.0% | 271 | +150 | 0.7% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 20,622 | 872 | 0.01% | 0.02% | 272 | -14,957 | -42.04% | Q1 2026 | Apr 20, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 20,563 | 870 | 0.11% | 0.12% | 273 | -1,140 | -5.25% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 20,547 | 869 | 0.0% | — | 274 | +20,547 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 20,093 | 849 | 0.0% | 0.0% | 275 | +334 | 1.69% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 20,222 | 843 | 0.0% | 0.0% | 276 | +370 | 1.86% | Q1 2026 | May 15, 2026 |
| Darden Wealth Group Inc | History | Added to | 19,633 | 830 | 0.42% | 0.4% | 277 | +300 | 1.55% | Q1 2026 | May 08, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 19,425 | 823 | 0.29% | 0.31% | 278 | +847 | 4.56% | Q1 2026 | May 08, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 19,398 | 820 | 0.36% | 0.58% | 279 | -10,516 | -35.15% | Q1 2026 | Apr 08, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 19,205 | 816 | 0.02% | 0.02% | 280 | -1,855 | -8.81% | Q1 2026 | May 11, 2026 |
| Round Rock Advisors LLC | History | Added to | 19,254 | 814 | 0.12% | 0.12% | 281 | +405 | 2.15% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 19,016 | 804 | 0.17% | 0.23% | 282 | -5,665 | -22.95% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 18,666 | 800 | 0.0% | 0.0% | 283 | -5,956 | -24.19% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Reduced | 18,870 | 798 | 0.13% | 0.13% | 284 | -200 | -1.05% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 18,671 | 789 | 0.02% | 0.02% | 285 | +1,688 | 9.94% | Q1 2026 | Apr 08, 2026 |
| Destiny Capital Corp/CO | History | Added to | 18,414 | 779 | 0.42% | 0.37% | 286 | +1,445 | 8.52% | Q1 2026 | May 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 18,310 | 774 | 0.1% | 0.09% | 287 | +1,845 | 11.21% | Q1 2026 | Apr 27, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 17,989 | 761 | 0.07% | 0.07% | 288 | -916 | -4.85% | Q1 2026 | May 15, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 17,752 | 751 | 0.79% | 0.75% | 289 | +575 | 3.35% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 17,714 | 749 | 0.03% | 0.04% | 290 | -9,073 | -33.87% | Q1 2026 | May 07, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 17,718 | 749 | 0.61% | 0.62% | 291 | -563 | -3.08% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,664 | 747 | 0.0% | 0.0% | 292 | +12,126 | 218.96% | Q1 2026 | May 01, 2026 |
| Tudor Financial Inc. | History | Added to | 17,590 | 744 | 0.38% | 0.36% | 293 | +941 | 5.65% | Q1 2026 | May 15, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 17,252 | 729 | 0.14% | 0.13% | 294 | +931 | 5.7% | Q1 2026 | Apr 09, 2026 |
| City Center Advisors, LLC | History | Added to | 16,907 | 715 | 0.66% | 0.63% | 295 | +1,043 | 6.57% | Q1 2026 | Apr 07, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 16,870 | 713 | 0.67% | 0.65% | 296 | +722 | 4.47% | Q1 2026 | Apr 22, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 16,791 | 710 | 0.0% | 0.0% | 297 | +4,480 | 36.39% | Q1 2026 | Apr 30, 2026 |
| Courage Miller Partners, LLC | History | Added to | 16,709 | 706 | 0.2% | 0.21% | 298 | +315 | 1.92% | Q1 2026 | Apr 24, 2026 |
| Mendel Capital Management LLC | History | New | 16,622 | 703 | 0.35% | — | 300 | +16,622 | New | Q1 2026 | Apr 21, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 16,633 | 703 | 0.06% | 0.07% | 299 | -4,058 | -19.61% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 16,249 | 696 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 16,300 | 689 | 0.06% | 0.06% | 302 | -970 | -5.62% | Q1 2026 | May 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,215 | 686 | 0.01% | 0.01% | 303 | +5,132 | 46.31% | Q1 2026 | Apr 14, 2026 |
| APS Management Group, Inc. | History | New | 16,130 | 682 | 0.58% | — | 304 | +16,130 | New | Q1 2026 | Apr 15, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 16,095 | 680 | 0.14% | 0.16% | 305 | -1,401 | -8.01% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Added to | 15,969 | 675 | 0.02% | 0.01% | 306 | +825 | 5.45% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 15,643 | 661 | 0.68% | 0.7% | 307 | -46 | -0.29% | Q1 2026 | May 14, 2026 |
| BayBridge Capital Group, LLC | History | No change | 15,271 | 654 | 0.41% | 0.41% | 308 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rossby Financial, LCC | History | Added to | 15,198 | 640 | 0.13% | 0.08% | 309 | +8,951 | 143.28% | Q1 2026 | May 11, 2026 |
| Idaho Trust Co | History | Reduced | 14,864 | 628 | 0.2% | 0.23% | 310 | -1,356 | -8.36% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 14,836 | 627 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 14,800 | 626 | 0.17% | 0.17% | 312 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 14,775 | 625 | 0.66% | 0.48% | 313 | +8,895 | 151.28% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,596 | 617 | 0.04% | 0.03% | 314 | +2,362 | 19.31% | Q1 2026 | Apr 13, 2026 |
| SEEDS INVESTOR LLC | History | New | 14,334 | 611 | 0.08% | — | 316 | +14,334 | New | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 14,458 | 611 | 0.03% | 0.03% | 315 | +513 | 3.68% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 14,098 | 604 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 13,997 | 595 | 0.09% | 0.04% | 319 | -18,082 | -56.37% | Q1 2026 | May 01, 2026 |
| Argent Advisors, Inc. | History | Added to | 14,080 | 595 | 0.16% | 0.17% | 318 | +17 | 0.12% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,818 | 584 | 0.01% | 0.01% | 320 | +4,458 | 47.63% | Q1 2026 | May 15, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 13,607 | 575 | 0.51% | 0.49% | 321 | +176 | 1.31% | Q1 2026 | Apr 16, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,431 | 568 | 0.03% | 0.02% | 322 | +1,486 | 12.44% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Added to | 13,422 | 567 | 0.03% | 0.03% | 323 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 13,243 | 560 | 0.11% | 0.06% | 324 | +5,000 | 60.66% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 13,184 | 560 | 0.09% | 0.1% | 325 | -1,604 | -10.85% | Q1 2026 | Apr 16, 2026 |
| Secure Asset Management, LLC | History | Added to | 13,179 | 557 | 0.09% | 0.09% | 326 | +142 | 1.09% | Q1 2026 | Apr 09, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 13,102 | 554 | 0.16% | 0.12% | 327 | +3,377 | 34.72% | Q1 2026 | Apr 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 12,907 | 546 | 0.03% | 0.04% | 328 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| David Kennon Inc | History | Reduced | 12,872 | 544 | 0.2% | 1.36% | 329 | -76,616 | -85.62% | Q1 2026 | Apr 28, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 12,712 | 537 | 0.07% | 0.04% | 330 | +4,441 | 53.69% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 12,662 | 535 | 0.0% | 0.0% | 331 | -83 | -0.65% | Q1 2026 | May 11, 2026 |
| Saiph Capital, LLC | History | Reduced | 12,634 | 534 | 0.2% | 0.2% | 332 | -578 | -4.37% | Q1 2026 | May 12, 2026 |
| WESPAC Advisors, LLC | History | Added to | 12,611 | 533 | 0.29% | 0.29% | 333 | +301 | 2.45% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,233 | 517 | 0.05% | 0.04% | 334 | +1,400 | 12.92% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 12,201 | 516 | 0.0% | 0.0% | 335 | +1,587 | 14.95% | Q1 2026 | May 14, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 12,019 | 515 | 0.15% | 0.15% | 336 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 11,925 | 504 | 0.06% | 0.06% | 337 | -494 | -3.98% | Q1 2026 | Apr 16, 2026 |
| Portland Financial Advisors Inc | History | Added to | 11,917 | 504 | 1.05% | 1.05% | 338 | +335 | 2.89% | Q1 2026 | Apr 27, 2026 |
| Disciplined Investments, LLC | History | Reduced | 11,832 | 500 | 0.18% | 0.21% | 339 | -814 | -6.44% | Q1 2026 | May 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 11,502 | 486 | 0.2% | 0.19% | 340 | +1,335 | 13.13% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 11,390 | 481 | 0.04% | 0.0% | 341 | +11,051 | 3259.88% | Q1 2026 | Apr 20, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 11,334 | 479 | 0.36% | 0.39% | 342 | +523 | 4.84% | Q1 2026 | Apr 21, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 11,238 | 475 | 0.08% | 0.08% | 343 | -56 | -0.5% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 11,171 | 472 | 0.0% | 0.0% | 344 | +8,240 | 281.13% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 10,989 | 464 | 0.07% | 0.08% | 345 | -1,132 | -9.34% | Q1 2026 | Apr 21, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 10,990 | 464 | 0.3% | 0.3% | 346 | +1,000 | 10.01% | Q1 2026 | Apr 23, 2026 |
| Eddie Patel Inc | History | New | 10,882 | 460 | 0.35% | — | 348 | +10,882 | New | Q1 2026 | May 11, 2026 |
| Copia Wealth Management | History | Added to | 10,883 | 460 | 0.32% | 0.32% | 347 | +466 | 4.47% | Q1 2026 | May 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,712 | 453 | 0.01% | 0.03% | 350 | -18,547 | -63.39% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 10,726 | 453 | 0.03% | 0.04% | 349 | -1,548 | -12.61% | Q1 2026 | Apr 14, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 10,705 | 452 | 0.02% | 0.02% | 351 | -67 | -0.62% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 10,607 | 448 | 0.11% | 0.11% | 352 | +172 | 1.65% | Q1 2026 | Apr 10, 2026 |
| Brookstone Capital Management | History | Added to | 10,580 | 447 | 0.01% | 0.0% | 353 | +2,888 | 37.55% | Q1 2026 | Apr 16, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 10,556 | 446 | 0.1% | 0.11% | 354 | -373 | -3.41% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,513 | 444 | 0.01% | 0.01% | 355 | +2,331 | 28.49% | Q1 2026 | May 07, 2026 |
| Tempo Wealth, LLC | History | Added to | 10,412 | 440 | 0.08% | 0.07% | 356 | +627 | 6.41% | Q1 2026 | May 14, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 10,204 | 431 | 0.14% | 0.16% | 357 | -865 | -7.81% | Q1 2026 | May 08, 2026 |
| Ponta Wealth Partners, LLC | History | New | 10,169 | 430 | 0.35% | — | 359 | +10,169 | New | Q1 2026 | May 11, 2026 |
| ATX Financial Planning, LLC | History | Added to | 10,179 | 430 | 0.33% | 0.31% | 358 | +651 | 6.83% | Q1 2026 | Apr 30, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 10,073 | 426 | 0.06% | 0.07% | 360 | -1,324 | -11.62% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 10,020 | 423 | 0.01% | 0.01% | 361 | +1,293 | 14.82% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | No change | 10,005 | 423 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 9,932 | 420 | 0.02% | 0.02% | 363 | -108 | -1.08% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | New | 9,916 | 419 | 0.02% | — | 364 | +9,916 | New | Q1 2026 | May 04, 2026 |
| American Money Management, LLC | History | New | 9,736 | 411 | 0.07% | — | 365 | +9,736 | New | Q1 2026 | May 11, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 9,622 | 407 | 0.43% | 0.47% | 366 | -825 | -7.9% | Q1 2026 | Apr 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 9,545 | 403 | 0.2% | 0.2% | 367 | +701 | 7.93% | Q1 2026 | May 15, 2026 |
| Merited Wealth, LLC | History | Added to | 9,433 | 399 | 0.33% | 0.35% | 369 | +585 | 6.61% | Q1 2026 | Apr 24, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 9,441 | 399 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 9,414 | 398 | 0.04% | 0.08% | 370 | -5,902 | -38.53% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Reduced | 9,028 | 381 | 0.01% | 0.01% | 371 | -1,437 | -13.73% | Q1 2026 | May 15, 2026 |
| Redwood Financial Network Corp | History | No change | 9,009 | 381 | 0.25% | 0.25% | 372 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 8,990 | 380 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,911 | 377 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PKS Advisory Services, LLC | History | Added to | 8,763 | 370 | 0.09% | 0.07% | 375 | +1,596 | 22.27% | Q1 2026 | May 13, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 8,738 | 369 | 0.19% | 0.14% | 377 | +2,878 | 49.11% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,734 | 369 | 0.01% | 0.01% | 376 | +22 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Optivise Advisory Services LLC | History | Added to | 8,705 | 368 | 0.22% | 0.17% | 378 | +1,783 | 25.76% | Q1 2026 | Apr 15, 2026 |
| North Star Investment Management Corp. | History | No change | 8,682 | 367 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 8,607 | 364 | 0.11% | 0.11% | 380 | -75 | -0.86% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,582 | 363 | 0.01% | 0.01% | 381 | +2,397 | 38.76% | Q1 2026 | Apr 21, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 8,576 | 362 | 0.22% | 0.45% | 382 | -7,201 | -45.64% | Q1 2026 | May 04, 2026 |
| Core Wealth Advisors, Inc. | History | New | 8,532 | 360 | 0.09% | — | 383 | +8,532 | New | Q1 2026 | May 15, 2026 |
| MRA Advisory Group | History | Added to | 8,454 | 357 | 0.15% | 0.15% | 384 | +30 | 0.36% | Q1 2026 | Apr 22, 2026 |
| Global Endowment Management, LP | History | Reduced | 8,276 | 350 | 0.04% | 0.07% | 385 | -4,497 | -35.21% | Q1 2026 | May 14, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 8,204 | 346 | 0.04% | 0.04% | 386 | -1,189 | -12.66% | Q1 2026 | May 06, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 8,102 | 342 | 0.05% | 0.05% | 387 | -117 | -1.42% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 7,979 | 337 | 0.04% | 0.03% | 388 | +1,222 | 18.08% | Q1 2026 | May 12, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 7,856 | 332 | 0.05% | 0.05% | 389 | -871 | -9.98% | Q1 2026 | Apr 15, 2026 |
| Premier Path Wealth Partners, LLC | History | New | 7,784 | 329 | 0.04% | — | 390 | +7,784 | New | Q1 2026 | Apr 23, 2026 |
| Stokes Family Office, LLC | History | No change | 7,635 | 323 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrated Capital Management, LLC | History | Added to | 7,583 | 320 | 0.13% | 0.14% | 392 | +92 | 1.23% | Q1 2026 | Apr 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,559 | 319 | 0.01% | 0.01% | 393 | -3,043 | -28.7% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | New | 7,491 | 318 | 0.01% | — | 395 | +7,491 | New | Q1 2026 | Apr 09, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 7,524 | 318 | 0.32% | 0.28% | 394 | +968 | 14.77% | Q1 2026 | May 07, 2026 |
| Independent Wealth Network Inc. | History | Added to | 7,495 | 317 | 0.09% | 0.07% | 397 | +1,810 | 31.84% | Q1 2026 | Apr 20, 2026 |
| McAdam, LLC | History | Reduced | 7,495 | 317 | 0.01% | 0.02% | 396 | -526 | -6.56% | Q1 2026 | May 08, 2026 |
| Two West Capital Advisors LLC | History | Added to | 7,463 | 317 | 0.17% | 0.18% | 398 | +31 | 0.42% | Q1 2026 | May 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 7,398 | 313 | 0.04% | 0.05% | 399 | -535 | -6.74% | Q1 2026 | Apr 08, 2026 |
| Global View Capital Management LLC | History | Reduced | 7,387 | 312 | 0.08% | 0.08% | 400 | -2,635 | -26.29% | Q1 2026 | May 04, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 7,337 | 310 | 0.18% | 0.21% | 401 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Talon Private Wealth, LLC | History | New | 7,294 | 308 | 0.04% | — | 402 | +7,294 | New | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | New | 7,263 | 307 | 0.02% | — | 403 | +7,263 | New | Q1 2026 | Apr 17, 2026 |
| Pointe Capital Management LLC | History | New | 7,255 | 306 | 0.15% | — | 404 | +7,255 | New | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 7,194 | 304 | 0.03% | 0.03% | 405 | +2,524 | 54.05% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,159 | 302 | 0.0% | 0.0% | 406 | -4,769 | -39.98% | Q1 2026 | May 13, 2026 |
| John W. Brooker & Co., CPAs | History | New | 7,116 | 301 | 0.47% | — | 407 | +7,116 | New | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,067 | 299 | 0.0% | 0.0% | 408 | -471 | -6.25% | Q1 2026 | Apr 23, 2026 |
| Liberty Capital Management, Inc. | History | No change | 6,965 | 298 | 0.06% | 0.06% | 409 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 6,979 | 295 | 0.02% | 0.01% | 410 | +2,127 | 43.84% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,820 | 288 | 0.0% | — | 411 | +6,820 | New | Q1 2026 | May 12, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 6,727 | 284 | 0.01% | 0.01% | 412 | -675 | -9.12% | Q1 2026 | May 14, 2026 |
| ERn Financial, LLC | History | Reduced | 6,551 | 277 | 0.05% | 0.05% | 413 | -176 | -2.62% | Q1 2026 | Apr 24, 2026 |
| Columbia Bank | History | Added to | 6,538 | 276 | 0.08% | 0.07% | 414 | +323 | 5.2% | Q1 2026 | Apr 28, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Reduced | 6,487 | 274 | 0.04% | 0.04% | 415 | -57 | -0.87% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,339 | 268 | 0.0% | 0.0% | 416 | -2,182 | -25.61% | Q1 2026 | May 14, 2026 |
| Saxony Capital Management, LLC | History | Added to | 6,354 | 268 | 0.16% | 0.17% | 417 | +48 | 0.76% | Q1 2026 | Apr 24, 2026 |
| WMG Financial Advisors, LLC | History | New | 6,327 | 267 | 0.11% | — | 420 | +6,327 | New | Q1 2026 | Apr 23, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 6,325 | 267 | 0.18% | 0.2% | 419 | +57 | 0.91% | Q1 2026 | Apr 15, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 6,319 | 267 | 0.03% | 0.03% | 418 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Americana Partners, LLC | History | No change | 6,233 | 263 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 6,128 | 259 | 0.23% | 0.22% | 423 | -18,448 | -75.07% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 6,122 | 259 | 0.06% | 0.07% | 422 | -456 | -6.93% | Q1 2026 | Apr 27, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 6,076 | 257 | 0.02% | 0.02% | 424 | -794 | -11.56% | Q1 2026 | May 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,053 | 256 | 0.01% | 0.01% | 426 | -388 | -6.02% | Q1 2026 | Apr 20, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 6,055 | 256 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,928 | 250 | 0.0% | 0.0% | 427 | -434 | -6.82% | Q1 2026 | May 15, 2026 |
| Vericrest Private Wealth | History | Added to | 5,929 | 250 | 0.22% | 0.22% | 428 | +7 | 0.12% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,865 | 248 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 5,854 | 247 | 0.01% | 0.01% | 430 | +282 | 5.06% | Q1 2026 | May 05, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 5,805 | 247 | 0.11% | 0.11% | 431 | -244 | -4.03% | Q1 2026 | May 04, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 5,820 | 246 | 0.07% | 0.07% | 432 | -101 | -1.71% | Q1 2026 | Apr 23, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 5,755 | 243 | 0.07% | 0.07% | 433 | +215 | 3.88% | Q1 2026 | Apr 06, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 5,747 | 243 | 0.02% | 0.02% | 434 | -62 | -1.07% | Q1 2026 | May 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,741 | 242 | 0.03% | 0.03% | 435 | -73 | -1.26% | Q1 2026 | Apr 17, 2026 |
| Mosley Wealth Management | History | Added to | 5,558 | 240 | 0.11% | 0.11% | 436 | +9 | 0.16% | Q1 2026 | Apr 27, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 5,668 | 239 | 0.11% | 0.11% | 437 | +443 | 8.48% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 5,618 | 238 | 0.03% | 0.03% | 438 | +247 | 4.6% | Q1 2026 | Apr 22, 2026 |
| Ninety One North America, Inc. | History | New | 5,607 | 237 | 0.01% | — | 439 | +5,607 | New | Q1 2026 | Apr 24, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 5,560 | 235 | 0.01% | — | 440 | +5,560 | New | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,501 | 232 | 0.02% | 0.02% | 441 | +222 | 4.21% | Q1 2026 | May 05, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 5,467 | 231 | 0.05% | 0.06% | 443 | -50 | -0.91% | Q1 2026 | May 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 5,463 | 231 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 5,384 | 227 | 0.03% | 0.03% | 445 | +58 | 1.09% | Q1 2026 | May 08, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 5,372 | 227 | 0.11% | 0.11% | 444 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 5,330 | 225 | 0.0% | 0.0% | 446 | -11,704 | -68.71% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 5,302 | 224 | 0.0% | 0.0% | 447 | +5,182 | 4318.33% | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 5,218 | 222 | 0.02% | 0.03% | 448 | -448 | -7.91% | Q1 2026 | May 12, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 5,170 | 218 | 0.05% | 0.05% | 449 | +59 | 1.15% | Q1 2026 | Apr 21, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 5,130 | 217 | 0.03% | 0.04% | 450 | -2,301 | -30.96% | Q1 2026 | May 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 5,119 | 216 | 0.13% | — | 451 | +5,119 | New | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 5,065 | 214 | 0.03% | — | 453 | +5,065 | New | Q1 2026 | Apr 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 5,059 | 214 | 0.0% | — | 452 | +5,059 | New | Q1 2026 | Apr 27, 2026 |
| Objective Capital Management, LLC | History | Reduced | 5,032 | 212 | 0.21% | 0.25% | 454 | -602 | -10.69% | Q1 2026 | May 04, 2026 |
| Forum Finance Group S.A. | History | New | 6,264 | 211 | 0.11% | — | 455 | +6,264 | New | Q1 2026 | May 07, 2026 |
| Forza Wealth Management, LLC | History | No change | 4,975 | 210 | 0.07% | 0.08% | 456 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 4,900 | 207 | 0.05% | 0.06% | 458 | -1,024 | -17.29% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,886 | 207 | 0.0% | 0.0% | 457 | +38 | 0.78% | Q1 2026 | May 01, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 4,875 | 206 | 0.06% | 0.06% | 459 | -423 | -7.98% | Q1 2026 | May 11, 2026 |
| Revisor Wealth Management LLC | History | New | 4,866 | 205 | 0.06% | — | 460 | +4,866 | New | Q1 2026 | Apr 27, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 4,797 | 202 | 0.03% | 0.03% | 461 | -163 | -3.29% | Q1 2026 | Apr 22, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 4,720 | 202 | 0.12% | 0.12% | 462 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 4,740 | 200 | 0.05% | 0.06% | 463 | -810 | -14.59% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,612 | 197 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,677 | 155 | 0.0% | 0.0% | 465 | -5 | -0.14% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Added to | 3,338 | 141 | 0.03% | 0.02% | 466 | +1,593 | 91.29% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,295 | 138 | 0.01% | 0.01% | 467 | +4 | 0.12% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Reduced | 3,233 | 136 | 0.0% | 0.0% | 468 | -984 | -23.33% | Q1 2026 | May 15, 2026 |
| CONQUIS FINANCIAL LLC | History | Reduced | 3,129 | 133 | 0.11% | 0.16% | 469 | -1,247 | -28.5% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 2,979 | 126 | 0.0% | 0.03% | 470 | -21,386 | -87.77% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2,881 | 121 | 0.06% | 0.07% | 471 | -174 | -5.7% | Q1 2026 | May 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,848 | 120 | 0.03% | 0.03% | 472 | +244 | 9.37% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,703 | 114 | 0.0% | 0.0% | 473 | +111 | 4.28% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 2,718 | 114 | 0.0% | 0.0% | 474 | +19 | 0.7% | Q1 2026 | May 15, 2026 |
| Coastline Trust Co | History | No change | 2,560 | 108 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,432 | 102 | 0.0% | 0.0% | 476 | -49 | -1.98% | Q1 2026 | Apr 07, 2026 |
| EPG Wealth Management LLC | History | No change | 2,346 | 99 | 0.03% | 0.03% | 477 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WFA of San Diego, LLC | History | Added to | 2,243 | 94 | 0.08% | 0.05% | 478 | +694 | 44.8% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,200 | 93 | 0.01% | 0.01% | 479 | -120 | -5.17% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,040 | 86 | 0.01% | — | 480 | +2,040 | New | Q1 2026 | May 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 2,004 | 84 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,002 | 84 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 1,960 | 82 | 0.0% | 0.0% | 483 | -553 | -22.01% | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | Reduced | 1,935 | 81 | 0.03% | 0.03% | 484 | -210 | -9.79% | Q1 2026 | Apr 22, 2026 |
| Richardson Capital Management LLC | History | Reduced | 1,784 | 75 | 0.04% | 0.05% | 485 | -367 | -17.06% | Q1 2026 | May 12, 2026 |
| Colonial Trust Advisors | History | No change | 1,735 | 73 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,607 | 67 | 0.01% | — | 487 | +1,607 | New | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | Added to | 1,570 | 66 | 0.0% | 0.0% | 488 | +1,527 | 3551.16% | Q1 2026 | Apr 28, 2026 |
| Key Capital Management, INC | History | Reduced | 1,562 | 66 | 0.04% | 0.13% | 489 | -1,461 | -48.33% | Q1 2026 | May 07, 2026 |
| Monetary Solutions, Ltd | History | No change | 1,540 | 65 | 0.06% | 0.07% | 490 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KM Capital Management Ltd. | History | New | 1,524 | 64 | 0.04% | — | 491 | +1,524 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,466 | 62 | 0.0% | 0.0% | 492 | +12 | 0.83% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,358 | 57 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 1,304 | 55 | 0.0% | 0.0% | 494 | +179 | 15.91% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1,234 | 52 | 0.04% | — | 495 | +1,234 | New | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,204 | 50 | 0.02% | 0.01% | 496 | +789 | 190.12% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,066 | 45 | 0.0% | 0.0% | 497 | +10 | 0.95% | Q1 2026 | Apr 17, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,040 | 43 | 0.02% | 0.02% | 498 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 1,000 | 42 | 0.0% | — | 499 | +1,000 | New | Q1 2026 | Apr 28, 2026 |
| NFSG Corp | History | Added to | 948 | 40 | 0.01% | 0.01% | 500 | +11 | 1.17% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 839 | 35 | 0.0% | 0.0% | 501 | +240 | 40.07% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Reduced | 841 | 35 | 0.0% | 0.0% | 502 | -87 | -9.38% | Q1 2026 | Apr 22, 2026 |
| Magnolia Wealth Management, LLC | History | New | 789 | 33 | 0.02% | — | 506 | +789 | New | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | No change | 796 | 33 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | No change | 799 | 33 | 0.01% | 0.02% | 504 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 785 | 33 | 0.02% | 0.02% | 505 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 751 | 31 | 0.0% | 0.0% | 507 | +266 | 54.85% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | No change | 744 | 31 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 700 | 29 | 0.02% | 0.03% | 509 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 650 | 27 | 0.08% | 0.08% | 510 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wells Financial Advisors INC | History | Reduced | 635 | 26 | 0.12% | 0.17% | 511 | -1,500 | -70.26% | Q1 2026 | May 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 620 | 26 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 485 | 20 | 0.02% | — | 515 | +485 | New | Q1 2026 | May 05, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 484 | 20 | 0.0% | 0.0% | 514 | +105 | 27.7% | Q1 2026 | May 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 483 | 20 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | No change | 455 | 19 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CITIGROUP INC | History | New | 365 | 15 | 0.0% | — | 519 | +365 | New | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 356 | 15 | 0.0% | — | 520 | +356 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 356 | 15 | 0.0% | — | 521 | +356 | New | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 375 | 15 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 365 | 15 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 351 | 14 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 313 | 13 | 0.01% | — | 523 | +313 | New | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | Added to | 261 | 11 | 0.0% | 0.0% | 524 | +3 | 1.16% | Q1 2026 | May 07, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 169 | 7 | 0.0% | 0.0% | 528 | +138 | 445.16% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 171 | 7 | 0.0% | 0.0% | 525 | -14 | -7.57% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | Reduced | 178 | 7 | 0.0% | 0.0% | 526 | -12 | -6.32% | Q1 2026 | Apr 24, 2026 |
| New Millennium Group LLC | History | No change | 167 | 7 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 130 | 5 | 0.0% | 0.0% | 532 | -204 | -61.08% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | Added to | 123 | 5 | 0.0% | 0.0% | 530 | +95 | 339.29% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 122 | 5 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HFM Investment Advisors, LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First PREMIER Bank | History | No change | 93 | 4 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 77 | 3 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | Reduced | 62 | 2 | 0.0% | 0.01% | 537 | -829 | -93.04% | Q1 2026 | May 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 60 | 2 | 0.0% | — | 538 | +60 | New | Q1 2026 | Apr 20, 2026 |
| Walsh & Associates, LLC | History | New | 58 | 2 | 0.0% | — | 539 | +58 | New | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 64 | 2 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GGM Financial LLC | History | New | 46 | 1 | 0.0% | — | 546 | +46 | New | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 29 | 1 | 0.0% | — | 547 | +29 | New | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 29 | 1 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 26 | 1 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Winthrop Capital Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Crews Bank & Trust | History | No change | 36 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Permanens Capital L.P. | History | Closed out | 0 | 0 | — | 4.74% | — | -847,010 | -100.0% | Q1 2026 | May 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 3.38% | — | -445,011 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.26% | — | -391,504 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -338,501 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 2.14% | — | -273,563 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -262,076 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -257,425 | -100.0% | Q1 2026 | May 06, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -167,889 | -100.0% | Q1 2026 | May 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -108,096 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -103,238 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -90,779 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Closed out | 0 | 0 | — | 0.96% | — | -89,000 | -100.0% | Q1 2026 | May 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 2.47% | — | -80,791 | -100.0% | Q1 2026 | May 08, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 2.25% | — | -69,410 | -100.0% | Q1 2026 | May 14, 2026 |
| Bauman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 2.17% | — | -62,708 | -100.0% | Q1 2026 | May 06, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.79% | — | -47,875 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -47,330 | -100.0% | Q1 2026 | May 06, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -43,991 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,798 | -100.0% | Q1 2026 | May 15, 2026 |
| AXS Investments LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -36,660 | -100.0% | Q1 2026 | May 06, 2026 |
| ArborFi Advisors, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -34,797 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -30,261 | -100.0% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,717 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,108 | -100.0% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,068 | -100.0% | Q1 2026 | May 12, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -15,494 | -100.0% | Q1 2026 | Apr 07, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,207 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -13,014 | -100.0% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,940 | -100.0% | Q1 2026 | Apr 27, 2026 |
| LifeGoal Investments, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -12,750 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,897 | -100.0% | Q1 2026 | May 05, 2026 |
| Trevian Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -10,885 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,823 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CHANNEL WEALTH LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -10,415 | -100.0% | Q1 2026 | May 11, 2026 |
| Lansing Street Advisors | History | Closed out | 0 | 0 | — | 0.11% | — | -10,255 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Omega Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,381 | -100.0% | Q1 2026 | May 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,243 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 20 | 0 | — | 0.0% | — | -7,823 | -99.74% | Q1 2026 | May 12, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,619 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,608 | -100.0% | Q1 2026 | Apr 29, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.13% | — | -6,700 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,614 | -100.0% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,050 | -100.0% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,833 | -100.0% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,525 | -100.0% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,469 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,088 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,017 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,879 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,861 | -100.0% | Q1 2026 | May 15, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,797 | -100.0% | Q1 2026 | Apr 17, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,722 | -100.0% | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,708 | -100.0% | Q1 2026 | Apr 21, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,618 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,103 | -100.0% | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,052 | -100.0% | Q1 2026 | May 19, 2026 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,843 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,319 | -100.0% | Q1 2026 | May 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,075 | -100.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -904 | -100.0% | Q1 2026 | May 06, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -825 | -100.0% | Q1 2026 | May 01, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -717 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -637 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -635 | -100.0% | Q1 2026 | May 15, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -556 | -100.0% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -447 | -100.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -440 | -100.0% | Q1 2026 | May 07, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -330 | -98.51% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -176 | -100.0% | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Apr 13, 2026 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 21, 2026 |
| PMV Capital Advisers, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 16, 2026 |
| TRUST CO OF VERMONT | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| MASECO LLP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |