SPDR SERIES TRUST - SLYV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 5,171,149 | 489,087 | 0.13% | 0.14% | 1 | -482,413 | -8.53% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,083,473 | 102,474 | 0.21% | 0.2% | 2 | -77,057 | -6.64% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,044,189 | 98,759 | 0.01% | 0.01% | 3 | -325,415 | -23.76% | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 1,008,055 | 95,341 | 12.53% | 12.67% | 4 | +6,109 | 0.61% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 797,912 | 75,466 | 1.22% | 1.2% | 5 | +16,239 | 2.08% | Q1 2026 | May 15, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 791,132 | 74,825 | 3.62% | 3.71% | 6 | -88,013 | -10.01% | Q1 2026 | Apr 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 596,186 | 56,489 | 0.01% | 0.01% | 7 | -117,392 | -16.45% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 556,444 | 52,628 | 0.0% | 0.0% | 8 | +57,912 | 11.62% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 380,646 | 36,001 | 1.01% | 0.94% | 9 | +10,447 | 2.82% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 354,764 | 33,553 | 0.02% | 0.03% | 10 | -103,415 | -22.57% | Q1 2026 | May 12, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 323,904 | 30,634 | 3.12% | 3.08% | 11 | -9,935 | -2.98% | Q1 2026 | May 04, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 310,080 | 29,603 | 1.79% | 1.75% | 12 | -7,637 | -2.4% | Q1 2026 | Apr 07, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 290,705 | 27,494 | 16.89% | 16.45% | 13 | +5,634 | 1.98% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 300,150 | 27,306 | 0.18% | 0.2% | 14 | -17,058 | -5.38% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 286,054 | 27,054 | 0.04% | 0.04% | 15 | -3,620 | -1.25% | Q1 2026 | May 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 284,817 | 26,937 | 2.26% | 2.2% | 16 | -3,039 | -1.06% | Q1 2026 | Apr 20, 2026 |
| Klingman & Associates, LLC | History | Reduced | 281,041 | 26,580 | 1.27% | 1.24% | 17 | -757 | -0.27% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Reduced | 266,705 | 25,225 | 1.43% | 1.43% | 18 | -11,775 | -4.23% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 261,675 | 24,749 | 0.0% | 0.0% | 19 | +8,494 | 3.35% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 257,619 | 24,365 | 0.03% | 0.03% | 20 | -11,130 | -4.14% | Q1 2026 | May 14, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 255,802 | 24,193 | 1.5% | 2.08% | 21 | -130,619 | -33.8% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Reduced | 249,707 | 23,617 | 3.15% | 3.0% | 22 | -5,931 | -2.32% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 235,509 | 22,274 | 0.17% | 0.03% | 23 | +190,080 | 418.41% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 230,860 | 21,834 | 0.01% | 0.01% | 24 | +14,533 | 6.72% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 227,746 | 21,544 | 0.03% | 0.03% | 25 | +19,697 | 9.47% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 218,603 | 20,675 | 0.3% | 0.39% | 26 | -38,726 | -15.05% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 215,562 | 20,387 | 1.82% | — | 27 | +215,562 | New | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 212,970 | 20,142 | 0.02% | 0.05% | 28 | -329,556 | -60.74% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 211,783 | 20,108 | 0.04% | 0.05% | 29 | -190,067 | -47.3% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 209,172 | 19,783 | 0.67% | 0.63% | 30 | +1,427 | 0.69% | Q1 2026 | May 07, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 202,964 | 19,196 | 7.53% | 7.27% | 31 | +6,618 | 3.37% | Q1 2026 | May 14, 2026 |
| Convergence Financial, LLC | History | Reduced | 201,126 | 19,123 | 2.03% | 2.8% | 32 | -10,015 | -4.74% | Q1 2026 | May 11, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 184,749 | 19,036 | 3.18% | 3.0% | 33 | +9,804 | 5.6% | Q1 2026 | May 08, 2026 |
| One Day In July LLC | History | Added to | 201,263 | 19,035 | 1.52% | 1.38% | 35 | +16,341 | 8.84% | Q1 2026 | May 05, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 209,249 | 19,035 | 1.71% | 1.71% | 34 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 191,988 | 18,158 | 0.03% | 0.02% | 36 | +5,298 | 2.84% | Q1 2026 | Apr 27, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 183,763 | 17,380 | 0.48% | 0.48% | 37 | -4,670 | -2.48% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | Added to | 183,039 | 17,311 | 3.08% | 3.02% | 38 | +1,369 | 0.75% | Q1 2026 | Apr 24, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 189,409 | 17,230 | 5.19% | 5.19% | 39 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 181,789 | 17,193 | 0.71% | 0.67% | 40 | +1,713 | 0.95% | Q1 2026 | Apr 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 174,641 | 15,887 | 1.03% | 1.03% | 41 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 159,120 | 15,049 | 0.07% | 0.03% | 42 | +99,856 | 168.49% | Q1 2026 | Apr 24, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 159,064 | 15,044 | 0.98% | 0.96% | 43 | -1,026 | -0.64% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 151,055 | 14,286 | 0.0% | 0.0% | 44 | +232 | 0.15% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 147,316 | 13,933 | 0.05% | — | 45 | +147,316 | New | Q1 2026 | May 12, 2026 |
| Lutz Financial Services LLC | History | Reduced | 138,450 | 13,094 | 0.88% | 0.89% | 46 | -4,981 | -3.47% | Q1 2026 | May 04, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 137,102 | 12,967 | 5.72% | 5.9% | 47 | -4,355 | -3.08% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 132,901 | 12,367 | 0.01% | 0.01% | 48 | +22,755 | 20.66% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 128,808 | 12,182 | 1.1% | 1.11% | 49 | +1,895 | 1.49% | Q1 2026 | May 06, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 127,046 | 12,016 | 4.3% | 4.25% | 50 | -3,237 | -2.48% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 125,097 | 11,831 | 0.02% | 0.02% | 51 | +5,588 | 4.68% | Q1 2026 | May 14, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 124,435 | 11,769 | 5.81% | 5.52% | 52 | +2,116 | 1.73% | Q1 2026 | Apr 30, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 124,281 | 11,754 | 2.67% | 2.39% | 53 | -534 | -0.43% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 122,929 | 11,627 | 0.03% | 0.03% | 54 | +477 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 116,557 | 11,023 | 0.26% | 0.26% | 55 | +1,849 | 1.61% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 115,051 | 10,881 | 0.44% | 0.41% | 56 | -11,293 | -8.94% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 111,605 | 10,152 | 0.67% | 0.67% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 104,203 | 9,855 | 0.74% | 0.72% | 58 | -2,384 | -2.24% | Q1 2026 | May 04, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 101,150 | 9,566 | 2.3% | 1.97% | 59 | +18,445 | 22.3% | Q1 2026 | Apr 24, 2026 |
| LPWM LLC | History | Reduced | 100,823 | 9,535 | 2.41% | 2.32% | 60 | -120 | -0.12% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 99,810 | 9,440 | 0.02% | 0.03% | 61 | -12,275 | -10.95% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 98,386 | 9,305 | 0.01% | 0.01% | 62 | +1,663 | 1.72% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 97,343 | 9,206 | 0.1% | 0.01% | 63 | +92,810 | 2047.43% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 96,522 | 9,129 | 0.09% | 0.11% | 64 | -1,954 | -1.98% | Q1 2026 | May 13, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 94,382 | 8,926 | 0.8% | 0.82% | 65 | -2,311 | -2.39% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,777 | 8,680 | 0.0% | 0.0% | 66 | +346 | 0.38% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 91,209 | 8,626 | 0.01% | 0.01% | 67 | -1,087 | -1.18% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Reduced | 89,267 | 8,442 | 0.49% | 0.47% | 68 | -1,532 | -1.69% | Q1 2026 | May 04, 2026 |
| Capasso Planning Partners LLC | History | No change | 91,720 | 8,343 | 4.57% | 4.57% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 87,966 | 8,319 | 0.1% | 0.1% | 70 | -5,418 | -5.8% | Q1 2026 | May 06, 2026 |
| Diversified Enterprises, LLC | History | Added to | 86,591 | 8,189 | 0.45% | 0.46% | 71 | +1,267 | 1.48% | Q1 2026 | May 14, 2026 |
| TRB Wealth Management, LLC | History | New | 82,728 | 7,824 | 1.11% | — | 72 | +82,728 | New | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 82,626 | 7,814 | 0.08% | 0.08% | 73 | -926 | -1.11% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 75,468 | 7,137 | 0.0% | 0.0% | 74 | +81 | 0.11% | Q1 2026 | May 15, 2026 |
| Arnold Financial Planning LLC | History | Reduced | 74,257 | 7,023 | 6.56% | 7.04% | 75 | -816 | -1.09% | Q1 2026 | Apr 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 71,596 | 6,771 | 0.3% | 0.29% | 76 | -948 | -1.31% | Q1 2026 | Apr 21, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 70,741 | 6,629 | 0.88% | 0.84% | 77 | +2,642 | 3.88% | Q1 2026 | Apr 30, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 69,786 | 6,600 | 2.23% | 2.53% | 78 | -13,118 | -15.82% | Q1 2026 | Apr 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 69,224 | 6,537 | 0.19% | 0.22% | 79 | -6,885 | -9.05% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 68,930 | 6,519 | 0.09% | 0.09% | 80 | -3,205 | -4.44% | Q1 2026 | May 12, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 67,092 | 6,345 | 1.16% | 1.12% | 81 | -136 | -0.2% | Q1 2026 | May 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 66,515 | 6,291 | 0.7% | 0.67% | 82 | -86 | -0.13% | Q1 2026 | May 01, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 66,472 | 6,286 | 0.11% | 0.11% | 83 | -77 | -0.12% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 64,802 | 6,128 | 0.01% | 0.01% | 84 | -1,688 | -2.54% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 64,788 | 6,128 | 0.0% | 0.0% | 85 | +1,399 | 2.21% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 63,149 | 5,972 | 0.92% | 0.93% | 86 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 62,155 | 5,878 | 0.46% | 0.35% | 87 | +14,017 | 29.12% | Q1 2026 | May 07, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 62,074 | 5,871 | 2.29% | 2.18% | 88 | +317 | 0.51% | Q1 2026 | May 07, 2026 |
| Roberts Financial Services LLC | History | Reduced | 61,537 | 5,820 | 1.85% | 2.1% | 89 | -11,981 | -16.3% | Q1 2026 | Apr 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 61,535 | 5,819 | 0.87% | 0.92% | 90 | -2,568 | -4.01% | Q1 2026 | Apr 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 61,156 | 5,784 | 0.12% | 0.12% | 91 | -5,009 | -7.57% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 59,211 | 5,600 | 0.13% | 0.14% | 92 | -2,331 | -3.79% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Reduced | 55,958 | 5,292 | 0.84% | 0.83% | 93 | -856 | -1.51% | Q1 2026 | Apr 28, 2026 |
| McAdam, LLC | History | Reduced | 55,589 | 5,257 | 0.24% | 0.25% | 94 | -3,573 | -6.04% | Q1 2026 | May 08, 2026 |
| Midwest Trust Co | History | Reduced | 53,793 | 5,087 | 0.06% | 0.06% | 95 | -313 | -0.58% | Q1 2026 | May 01, 2026 |
| Marathon Mission, Inc. | History | Reduced | 53,773 | 5,085 | 2.96% | 2.84% | 96 | -155 | -0.29% | Q1 2026 | Apr 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 52,255 | 4,962 | 0.44% | 0.44% | 97 | -1,137 | -2.13% | Q1 2026 | May 11, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 51,787 | 4,898 | 3.2% | 3.01% | 98 | +532 | 1.04% | Q1 2026 | Apr 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 51,231 | 4,845 | 0.7% | 0.69% | 99 | -770 | -1.48% | Q1 2026 | May 13, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 50,231 | 4,750 | 3.32% | 3.4% | 100 | -696 | -1.37% | Q1 2026 | Apr 13, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 47,453 | 4,488 | 0.45% | 0.45% | 101 | -1,573 | -3.21% | Q1 2026 | May 15, 2026 |
| New Hampshire Trust | History | Reduced | 46,771 | 4,423 | 0.89% | 0.83% | 102 | -127 | -0.27% | Q1 2026 | Apr 20, 2026 |
| Hamilton Capital, LLC | History | Reduced | 46,515 | 4,399 | 0.23% | 0.23% | 103 | -4,596 | -8.99% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 45,843 | 4,335 | 0.01% | 0.01% | 104 | -8,177 | -15.14% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 45,232 | 4,278 | 0.02% | 0.03% | 105 | -13,137 | -22.51% | Q1 2026 | May 04, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 43,949 | 4,156 | 1.47% | 1.49% | 106 | -157 | -0.36% | Q1 2026 | May 11, 2026 |
| May Barnhard Investments LLC | History | Reduced | 43,229 | 4,088 | 1.98% | 2.05% | 107 | -4,516 | -9.46% | Q1 2026 | May 13, 2026 |
| Sankala Group LLC | History | Added to | 43,237 | 4,063 | 3.32% | 3.28% | 108 | +1,439 | 3.44% | Q1 2026 | Mar 31, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 39,634 | 4,049 | 0.09% | 0.09% | 109 | +481 | 1.23% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 41,943 | 3,965 | 0.01% | 0.01% | 110 | -14,011 | -25.04% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 39,039 | 3,901 | 0.13% | 0.13% | 111 | -629 | -1.59% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 39,549 | 3,740 | 0.01% | 0.01% | 112 | -211 | -0.53% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 39,401 | 3,730 | 0.04% | 0.05% | 113 | -6,911 | -14.92% | Q1 2026 | Apr 07, 2026 |
| BAILARD, INC. | History | Added to | 38,433 | 3,634 | 0.08% | 0.08% | 114 | +513 | 1.35% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 38,034 | 3,597 | 0.0% | 0.01% | 115 | -4,501 | -10.58% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 38,022 | 3,596 | 0.0% | 0.0% | 116 | +6,910 | 22.21% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 37,815 | 3,576 | 0.01% | 0.01% | 117 | +3,903 | 11.51% | Q1 2026 | May 11, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 36,331 | 3,436 | 0.67% | 0.63% | 118 | +197 | 0.55% | Q1 2026 | May 13, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 36,043 | 3,408 | 0.72% | 0.65% | 119 | -41 | -0.11% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 36,013 | 3,406 | 0.13% | 0.12% | 120 | +2,096 | 6.18% | Q1 2026 | May 14, 2026 |
| Marotta Asset Management | History | Reduced | 35,663 | 3,376 | 0.62% | 0.72% | 121 | -7,003 | -16.41% | Q1 2026 | Apr 27, 2026 |
| Facet Wealth, Inc. | History | Reduced | 34,731 | 3,284 | 0.06% | 0.06% | 122 | -1,416 | -3.92% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,035 | 3,219 | 0.01% | 0.01% | 123 | -728 | -2.09% | Q1 2026 | Apr 30, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 33,548 | 3,172 | 2.55% | 1.83% | 124 | +1,470 | 4.58% | Q1 2026 | Apr 08, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 33,317 | 3,151 | 0.22% | 0.22% | 125 | -231 | -0.69% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | New | 33,199 | 3,140 | 0.01% | — | 126 | +33,199 | New | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 33,173 | 3,137 | 0.1% | 0.1% | 127 | -659 | -1.95% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 33,155 | 3,135 | 0.02% | 0.02% | 128 | -4,272 | -11.41% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 32,945 | 3,115 | 1.25% | 1.31% | 129 | -2,330 | -6.61% | Q1 2026 | Apr 23, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 32,252 | 3,050 | 0.25% | 0.26% | 130 | -189 | -0.58% | Q1 2026 | May 05, 2026 |
| Partners in Financial Planning | History | Added to | 31,721 | 3,000 | 0.5% | 0.48% | 131 | +332 | 1.06% | Q1 2026 | May 11, 2026 |
| Meredith Wealth Planning | History | Added to | 31,086 | 2,940 | 0.8% | 0.82% | 132 | +656 | 2.16% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 30,960 | 2,928 | 0.02% | 0.02% | 133 | -1,362 | -4.21% | Q1 2026 | May 12, 2026 |
| Livet Wealth, LLC | History | Reduced | 30,485 | 2,883 | 1.83% | 1.73% | 134 | -314 | -1.02% | Q1 2026 | Apr 24, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 30,390 | 2,874 | 0.23% | 0.23% | 135 | -1,470 | -4.61% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 28,026 | 2,858 | 0.05% | 0.15% | 136 | -6,328 | -18.42% | Q1 2026 | May 01, 2026 |
| Junk Investment Group, LLC | History | New | 29,985 | 2,835 | 1.49% | — | 137 | +29,985 | New | Q1 2026 | May 08, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 28,030 | 2,651 | 0.6% | 0.59% | 138 | -330 | -1.16% | Q1 2026 | Apr 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 27,967 | 2,645 | 0.02% | 0.03% | 139 | +439 | 1.59% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 27,666 | 2,616 | 1.23% | 0.51% | 140 | +14,996 | 118.36% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 28,243 | 2,615 | 0.0% | 0.0% | 141 | +6,105 | 27.58% | Q1 2026 | May 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 27,486 | 2,599 | 0.15% | 0.14% | 142 | -992 | -3.48% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,366 | 2,588 | 0.01% | 0.01% | 143 | +330 | 1.22% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 27,294 | 2,582 | 0.03% | 0.03% | 144 | -1,056 | -3.72% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 26,633 | 2,518 | 0.07% | 0.02% | 145 | +20,275 | 318.89% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 26,604 | 2,516 | 0.16% | 0.16% | 146 | +277 | 1.05% | Q1 2026 | Apr 15, 2026 |
| MidFirst Bank | History | Added to | 26,409 | 2,497 | 0.21% | 0.19% | 147 | +548 | 2.12% | Q1 2026 | May 15, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 26,219 | 2,479 | 0.55% | 0.57% | 148 | -2,156 | -7.6% | Q1 2026 | Apr 03, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 25,881 | 2,447 | 2.34% | 1.85% | 149 | +4,969 | 23.76% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 25,676 | 2,428 | 0.12% | 0.11% | 150 | +77 | 0.3% | Q1 2026 | Apr 28, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 23,621 | 2,334 | 1.23% | 0.12% | 151 | +20,745 | 721.31% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 24,385 | 2,306 | 0.03% | 0.03% | 152 | -1,464 | -5.66% | Q1 2026 | Apr 16, 2026 |
| Blue Barn Wealth, LLC | History | No change | 25,127 | 2,285 | 3.33% | 3.33% | 153 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 23,904 | 2,260 | 0.48% | 0.5% | 154 | -277 | -1.15% | Q1 2026 | May 08, 2026 |
| Blue Capital, Inc. | History | New | 23,394 | 2,212 | 1.44% | — | 155 | +23,394 | New | Q1 2026 | Apr 24, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 22,917 | 2,167 | 0.74% | 0.72% | 156 | +47 | 0.21% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 22,884 | 2,164 | 0.01% | 0.01% | 157 | +102 | 0.45% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | New | 22,594 | 2,136 | 0.83% | — | 158 | +22,594 | New | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 22,517 | 2,129 | 0.03% | 0.03% | 159 | -723 | -3.11% | Q1 2026 | May 01, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 22,401 | 2,118 | 0.75% | 0.78% | 160 | -1,154 | -4.9% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 22,218 | 2,101 | 0.03% | 0.01% | 161 | +18,033 | 430.9% | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 22,076 | 2,087 | 1.01% | 0.97% | 162 | -30 | -0.14% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 21,925 | 2,073 | 0.07% | 0.07% | 163 | -1,052 | -4.58% | Q1 2026 | Apr 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 21,681 | 2,050 | 0.35% | 0.35% | 164 | -81 | -0.37% | Q1 2026 | Apr 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,665 | 2,049 | 0.04% | 0.04% | 165 | -1,363 | -5.92% | Q1 2026 | May 01, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 21,638 | 2,046 | 0.27% | 0.28% | 166 | +2,023 | 10.31% | Q1 2026 | Apr 08, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 21,598 | 2,042 | 2.33% | 2.24% | 167 | -488 | -2.21% | Q1 2026 | May 08, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 21,570 | 2,040 | 0.19% | 0.19% | 168 | -606 | -2.73% | Q1 2026 | May 13, 2026 |
| Payne Capital Management, LLC | History | Added to | 21,337 | 2,018 | 0.61% | 0.6% | 169 | +305 | 1.45% | Q1 2026 | May 08, 2026 |
| Kassira Wealth Management LLC | History | Added to | 21,138 | 1,999 | 1.84% | 1.82% | 170 | +86 | 0.41% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 20,879 | 1,974 | 0.0% | 0.0% | 171 | +488 | 2.39% | Q1 2026 | May 06, 2026 |
| Bill Few Associates, Inc. | History | Added to | 20,799 | 1,967 | 0.47% | 0.44% | 172 | +1,038 | 5.25% | Q1 2026 | Apr 08, 2026 |
| Ignite Planners, LLC | History | Reduced | 20,783 | 1,959 | 0.3% | 0.31% | 173 | -197 | -0.94% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,440 | 1,950 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 20,387 | 1,928 | 0.15% | 0.14% | 175 | +91 | 0.45% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 20,317 | 1,922 | 0.03% | 0.04% | 176 | +50 | 0.25% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 20,114 | 1,902 | 0.0% | 0.0% | 177 | +1,609 | 8.69% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 19,921 | 1,884 | 0.0% | 0.0% | 178 | +13,826 | 226.84% | Q1 2026 | May 12, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 19,916 | 1,883 | 0.36% | 0.33% | 179 | +2,431 | 13.9% | Q1 2026 | Apr 21, 2026 |
| Sensible Money, LLC | History | Reduced | 19,861 | 1,878 | 0.57% | 0.58% | 180 | -150 | -0.75% | Q1 2026 | Apr 21, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 19,848 | 1,877 | 0.21% | 0.21% | 181 | -572 | -2.8% | Q1 2026 | May 05, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 19,764 | 1,869 | 0.16% | 0.07% | 182 | +11,697 | 145.0% | Q1 2026 | Apr 09, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 19,417 | 1,836 | 0.19% | 0.28% | 183 | -3,392 | -14.87% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 19,059 | 1,802 | 0.08% | 0.08% | 184 | -62 | -0.32% | Q1 2026 | May 06, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 19,023 | 1,799 | 0.7% | 0.68% | 185 | -146 | -0.76% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 18,646 | 1,763 | 0.01% | 0.01% | 186 | +189 | 1.02% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 18,597 | 1,758 | 0.0% | 0.0% | 187 | +3,699 | 24.83% | Q1 2026 | May 14, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 18,539 | 1,753 | 0.72% | 0.78% | 188 | -1,770 | -8.72% | Q1 2026 | Apr 08, 2026 |
| Opus Capital Group, LLC | History | Added to | 18,476 | 1,747 | 0.19% | 0.18% | 189 | +8 | 0.04% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,192 | 1,720 | 0.01% | 0.01% | 190 | -966 | -5.04% | Q1 2026 | May 05, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 18,069 | 1,708 | 0.21% | 0.2% | 191 | -118 | -0.65% | Q1 2026 | Apr 08, 2026 |
| Diversified Trust Co | History | No change | 18,053 | 1,707 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 17,641 | 1,668 | 0.47% | 0.49% | 193 | -73 | -0.41% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,363 | 1,642 | 0.03% | 0.04% | 194 | -4,178 | -19.4% | Q1 2026 | Apr 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16,990 | 1,606 | 0.05% | 0.06% | 195 | -738 | -4.16% | Q1 2026 | Apr 07, 2026 |
| XTX Topco Ltd | History | Reduced | 15,996 | 1,512 | 0.03% | 0.04% | 196 | -227 | -1.4% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 15,980 | 1,511 | 0.0% | 0.0% | 197 | -11,672 | -42.21% | Q1 2026 | May 15, 2026 |
| ERn Financial, LLC | History | Reduced | 15,954 | 1,508 | 0.28% | 0.29% | 198 | -800 | -4.77% | Q1 2026 | Apr 24, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 15,652 | 1,480 | 0.26% | 0.27% | 199 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LTG Capital LLC | History | Reduced | 15,647 | 1,479 | 1.13% | 1.12% | 200 | -134 | -0.85% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 15,510 | 1,466 | 0.16% | 0.23% | 201 | -8,076 | -34.24% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 15,405 | 1,457 | 0.02% | 0.02% | 202 | +2,990 | 24.08% | Q1 2026 | Apr 23, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 15,060 | 1,424 | 0.32% | 0.31% | 203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,998 | 1,418 | 0.0% | 0.0% | 204 | +346 | 2.36% | Q1 2026 | May 15, 2026 |
| Avant Financial Advisors LLC | History | No change | 14,916 | 1,410 | 0.99% | 0.97% | 205 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Firestone Capital Management | History | Added to | 14,674 | 1,387 | 0.29% | 0.27% | 206 | +634 | 4.52% | Q1 2026 | May 08, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 14,420 | 1,363 | 0.96% | 0.97% | 207 | -1,889 | -11.58% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 14,308 | 1,353 | 0.0% | 0.0% | 208 | -50,703 | -77.99% | Q1 2026 | May 15, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 14,171 | 1,340 | 0.73% | 0.7% | 209 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kendall Capital Management | History | No change | 14,000 | 1,324 | 0.27% | 0.27% | 210 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 13,688 | 1,294 | 0.14% | 0.15% | 211 | -538 | -3.78% | Q1 2026 | Apr 14, 2026 |
| American Investment Services, Inc. | History | No change | 13,581 | 1,284 | 0.29% | 0.29% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 13,530 | 1,279 | 0.18% | 0.18% | 213 | +414 | 3.16% | Q1 2026 | Apr 24, 2026 |
| Liberty Capital Management, Inc. | History | No change | 14,000 | 1,273 | 0.24% | 0.24% | 214 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 13,420 | 1,269 | 0.6% | 0.6% | 215 | -2,080 | -13.42% | Q1 2026 | Apr 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 12,959 | 1,225 | 0.31% | 0.31% | 216 | -371 | -2.78% | Q1 2026 | Apr 09, 2026 |
| Texas Yale Capital Corp. | History | No change | 12,345 | 1,167 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Occidental Asset Management, LLC | History | Added to | 12,248 | 1,158 | 0.14% | 0.13% | 218 | +251 | 2.09% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Added to | 12,217 | 1,155 | 0.02% | 0.02% | 219 | +42 | 0.34% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,148 | 1,148 | 0.0% | 0.0% | 220 | +8,869 | 270.48% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,136 | 1,147 | 0.02% | 0.0% | 221 | +10,578 | 678.95% | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,005 | 1,135 | 0.53% | 0.51% | 222 | +132 | 1.11% | Q1 2026 | Apr 08, 2026 |
| Graney & King, LLC | History | Reduced | 11,984 | 1,133 | 0.61% | 0.66% | 223 | -370 | -2.99% | Q1 2026 | May 18, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 11,964 | 1,131 | 0.78% | 0.7% | 224 | -48 | -0.4% | Q1 2026 | May 07, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 11,890 | 1,124 | 0.55% | 0.55% | 225 | -167 | -1.39% | Q1 2026 | May 05, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 11,834 | 1,119 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 11,827 | 1,118 | 0.01% | 0.01% | 227 | -381 | -3.12% | Q1 2026 | May 15, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 11,717 | 1,108 | 0.71% | 0.68% | 228 | -166 | -1.4% | Q1 2026 | Apr 22, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 11,481 | 1,085 | 0.15% | 0.14% | 229 | -126 | -1.09% | Q1 2026 | May 14, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 11,388 | 1,077 | 0.28% | 0.26% | 231 | +1,043 | 10.08% | Q1 2026 | Apr 21, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 11,388 | 1,077 | 0.08% | 0.07% | 230 | +479 | 4.39% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 11,260 | 1,064 | 0.0% | 0.0% | 232 | -931 | -7.64% | Q1 2026 | May 07, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 11,249 | 1,063 | 0.62% | 0.62% | 233 | +40 | 0.36% | Q1 2026 | Apr 23, 2026 |
| Balance Wealth, LLC | History | Reduced | 11,070 | 1,047 | 0.33% | 0.73% | 234 | -13,985 | -55.82% | Q1 2026 | Apr 20, 2026 |
| CIBC Asset Management Inc | History | New | 11,000 | 1,040 | 0.0% | — | 235 | +11,000 | New | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 10,439 | 1,038 | 0.06% | 0.05% | 236 | +1,317 | 14.44% | Q1 2026 | Apr 20, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 10,875 | 1,028 | 0.1% | 0.12% | 237 | -1,924 | -15.03% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 10,876 | 1,028 | 0.27% | 0.28% | 238 | -461 | -4.07% | Q1 2026 | Apr 23, 2026 |
| BlackRock, Inc. | History | Added to | 10,863 | 1,027 | 0.0% | 0.0% | 239 | +1,043 | 10.62% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | New | 10,580 | 1,000 | 0.02% | — | 240 | +10,580 | New | Q1 2026 | May 18, 2026 |
| Quent Capital, LLC | History | Reduced | 10,474 | 990 | 0.07% | 0.07% | 241 | -278 | -2.59% | Q1 2026 | Apr 28, 2026 |
| Diligent Investors, LLC | History | Reduced | 10,419 | 985 | 0.24% | 0.24% | 242 | -227 | -2.13% | Q1 2026 | Apr 15, 2026 |
| Capital Squared Financial LLC | History | Added to | 10,357 | 979 | 0.75% | 0.63% | 243 | +1,519 | 17.19% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | Added to | 10,265 | 970 | 0.07% | 0.07% | 244 | +53 | 0.52% | Q1 2026 | May 13, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 10,254 | 969 | 0.29% | 0.27% | 245 | +189 | 1.88% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,225 | 967 | 0.05% | 0.04% | 246 | -28 | -0.27% | Q1 2026 | May 18, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 9,997 | 945 | 0.0% | 0.0% | 247 | -159 | -1.57% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 9,916 | 937 | 0.0% | 0.0% | 248 | -143 | -1.42% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,848 | 931 | 0.01% | 0.01% | 249 | -813 | -7.63% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,798 | 926 | 0.03% | 0.01% | 250 | -615 | -5.91% | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 10,154 | 923 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OneAscent Family Office, LLC | History | Added to | 9,724 | 919 | 0.64% | 0.6% | 252 | +40 | 0.41% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Reduced | 9,675 | 915 | 0.03% | 0.03% | 253 | -82 | -0.84% | Q1 2026 | May 13, 2026 |
| KWB Wealth | History | Reduced | 9,959 | 905 | 0.09% | 0.09% | 254 | -9 | -0.09% | Q1 2026 | Apr 08, 2026 |
| Beckerman Institutional, LLC | History | No change | 9,564 | 904 | 0.48% | 0.49% | 255 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Added to | 9,515 | 899 | 0.0% | 0.0% | 256 | +4,050 | 74.11% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,473 | 895 | 0.01% | 0.01% | 257 | +217 | 2.34% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 9,220 | 872 | 0.05% | 0.04% | 258 | -327 | -3.43% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Added to | 9,110 | 862 | 0.0% | 0.0% | 259 | +56 | 0.62% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,091 | 860 | 0.01% | 0.01% | 260 | +1,831 | 25.22% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 9,023 | 853 | 0.04% | 0.04% | 261 | -52 | -0.57% | Q1 2026 | Apr 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 8,956 | 847 | 0.05% | 0.03% | 262 | -151,522 | -94.42% | Q1 2026 | May 12, 2026 |
| CVFG LLC | History | New | 8,936 | 845 | 0.11% | — | 264 | +8,936 | New | Q1 2026 | Apr 29, 2026 |
| Carter Financial Group, INC. | History | Reduced | 8,938 | 845 | 0.52% | 0.5% | 263 | -265 | -2.88% | Q1 2026 | Apr 27, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 8,913 | 843 | 0.2% | 0.15% | 265 | +2,794 | 45.66% | Q1 2026 | May 07, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 9,062 | 839 | 0.72% | 0.7% | 266 | +13 | 0.14% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 8,870 | 838 | 0.21% | 0.21% | 267 | +211 | 2.44% | Q1 2026 | Apr 29, 2026 |
| BURNEY CO/ | History | Reduced | 8,855 | 837 | 0.03% | 0.03% | 268 | -2,292 | -20.56% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 8,746 | 827 | 0.0% | 0.01% | 269 | -306 | -3.38% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | No change | 8,675 | 820 | 0.03% | 0.04% | 270 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| One Capital Management, LLC | History | Reduced | 8,545 | 808 | 0.02% | 0.02% | 271 | -230 | -2.62% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 8,541 | 807 | 0.07% | — | 272 | +8,541 | New | Q1 2026 | May 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 8,472 | 801 | 0.05% | 0.05% | 273 | -402 | -4.53% | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 8,341 | 788 | 0.09% | 0.1% | 274 | -819 | -8.94% | Q1 2026 | Apr 29, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 8,306 | 785 | 0.62% | 0.64% | 275 | -15 | -0.18% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,253 | 780 | 0.01% | 0.01% | 276 | -625 | -7.04% | Q1 2026 | Apr 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 8,225 | 777 | 0.01% | 0.01% | 277 | -25 | -0.3% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,197 | 775 | 0.0% | 0.0% | 278 | +1,265 | 18.25% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 8,190 | 774 | 0.02% | 0.02% | 279 | -117 | -1.41% | Q1 2026 | May 15, 2026 |
| YANKCOM Partnership | History | No change | 8,158 | 771 | 0.32% | 0.32% | 280 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Reduced | 8,049 | 761 | 0.0% | 0.0% | 281 | -7,496 | -48.22% | Q1 2026 | May 15, 2026 |
| Vestwell Advisors, LLC | History | Added to | 8,052 | 761 | 0.21% | 0.1% | 282 | +299 | 3.86% | Q1 2026 | May 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,033 | 759 | 0.01% | 0.01% | 283 | +166 | 2.11% | Q1 2026 | May 08, 2026 |
| Red Tortoise LLC | History | Reduced | 7,992 | 755 | 0.31% | 0.31% | 284 | -170 | -2.08% | Q1 2026 | Apr 21, 2026 |
| Diversified Investment Strategies, LLC | History | Reduced | 7,972 | 753 | 0.48% | 0.49% | 285 | -165 | -2.03% | Q1 2026 | Apr 30, 2026 |
| Atlas Brown,Inc. | History | Reduced | 7,895 | 746 | 0.22% | 0.22% | 286 | -100 | -1.25% | Q1 2026 | Apr 17, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 7,702 | 728 | 0.12% | 0.12% | 287 | -560 | -6.78% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,686 | 726 | 0.06% | 0.07% | 288 | -816 | -9.6% | Q1 2026 | Apr 30, 2026 |
| Vise Technologies, Inc. | History | No change | 7,882 | 717 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 7,457 | 705 | 0.4% | 0.38% | 290 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 7,360 | 696 | 0.01% | 0.01% | 291 | -138 | -1.84% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,328 | 693 | 0.03% | 0.01% | 292 | +4,020 | 121.52% | Q1 2026 | May 13, 2026 |
| Pinnacle Holdings, LLC | History | New | 7,311 | 691 | 0.22% | — | 293 | +7,311 | New | Q1 2026 | May 08, 2026 |
| LexAurum Advisors, LLC | History | New | 7,258 | 686 | 0.09% | — | 294 | +7,258 | New | Q1 2026 | Apr 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 6,953 | 657 | 0.07% | 0.07% | 295 | -80 | -1.14% | Q1 2026 | Apr 15, 2026 |
| Montz Harcus Wealth Management LLC | History | Reduced | 6,896 | 652 | 0.26% | 0.26% | 296 | -95 | -1.36% | Q1 2026 | Apr 29, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 6,872 | 649 | 0.02% | 0.01% | 297 | +2,361 | 52.34% | Q1 2026 | Apr 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 6,825 | 645 | 0.3% | 0.34% | 298 | +23 | 0.34% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 6,816 | 644 | 0.03% | 0.03% | 299 | -28 | -0.41% | Q1 2026 | Apr 24, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 6,764 | 639 | 0.09% | 0.1% | 300 | -1,041 | -13.34% | Q1 2026 | May 12, 2026 |
| Accredited Investors Inc. | History | Reduced | 6,699 | 633 | 0.03% | 0.03% | 301 | -407 | -5.73% | Q1 2026 | Apr 30, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 6,664 | 630 | 0.12% | 0.09% | 302 | +56 | 0.85% | Q1 2026 | May 11, 2026 |
| JNBA Financial Advisors | History | Reduced | 6,651 | 629 | 0.05% | 0.07% | 303 | -1,541 | -18.81% | Q1 2026 | Apr 22, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 6,554 | 619 | 0.42% | 0.41% | 304 | +2 | 0.03% | Q1 2026 | Apr 16, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 6,531 | 617 | 0.0% | 0.0% | 305 | +1,722 | 35.81% | Q1 2026 | May 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 6,529 | 617 | 0.15% | 0.14% | 306 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,269 | 592 | 0.01% | — | 307 | +6,269 | New | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,224 | 588 | 0.0% | 0.0% | 308 | -235 | -3.64% | Q1 2026 | May 14, 2026 |
| Smart Portfolios, LLC | History | Reduced | 6,187 | 585 | 0.58% | 0.56% | 309 | -15 | -0.24% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 6,194 | 585 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 6,168 | 583 | 0.01% | — | 311 | +6,168 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,123 | 579 | 0.0% | 0.0% | 312 | -296 | -4.61% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,094 | 576 | 0.03% | 0.03% | 313 | +18 | 0.3% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 6,015 | 568 | 0.0% | 0.0% | 314 | +23 | 0.38% | Q1 2026 | May 01, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 5,971 | 564 | 0.46% | 0.5% | 316 | -584 | -8.91% | Q1 2026 | Apr 22, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 5,965 | 564 | 0.12% | 0.12% | 315 | +106 | 1.81% | Q1 2026 | May 11, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 5,864 | 554 | 0.16% | 0.15% | 317 | -7 | -0.12% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Added to | 5,839 | 552 | 0.02% | 0.01% | 318 | +1,126 | 23.89% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 5,646 | 533 | 0.0% | 0.0% | 319 | -186 | -3.19% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,611 | 530 | 0.01% | 0.01% | 321 | -279 | -4.74% | Q1 2026 | Apr 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 5,613 | 530 | 0.12% | 0.12% | 322 | +143 | 2.61% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,609 | 530 | 0.0% | 0.0% | 320 | +30 | 0.54% | Q1 2026 | Apr 30, 2026 |
| Friday Financial | History | Added to | 5,556 | 525 | 0.18% | 0.16% | 324 | +718 | 14.84% | Q1 2026 | Apr 16, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,558 | 525 | 0.1% | 0.09% | 323 | +430 | 8.39% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 5,544 | 524 | 0.1% | 0.09% | 325 | +2 | 0.04% | Q1 2026 | Apr 29, 2026 |
| Financial Enhancement Group LLC | History | Added to | 5,144 | 523 | 0.06% | 0.07% | 326 | +56 | 1.1% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,508 | 520 | 0.02% | 0.02% | 327 | +326 | 6.29% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 5,496 | 519 | 0.01% | 0.01% | 328 | -50 | -0.9% | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | Added to | 5,465 | 516 | 0.04% | 0.04% | 329 | +511 | 10.31% | Q1 2026 | Apr 13, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 5,450 | 515 | 0.06% | 0.05% | 330 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | No change | 5,442 | 514 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gibbs Wealth Management | History | New | 5,433 | 513 | 0.07% | — | 333 | +5,433 | New | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | No change | 5,426 | 513 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 5,314 | 502 | 0.19% | 0.18% | 334 | -49 | -0.91% | Q1 2026 | May 08, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 5,271 | 498 | 0.2% | 0.19% | 335 | +21 | 0.4% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 5,189 | 490 | 0.0% | 0.0% | 336 | -358 | -6.45% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 5,157 | 487 | 0.14% | 0.18% | 337 | -1,311 | -20.27% | Q1 2026 | May 08, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 5,138 | 485 | 0.05% | 0.04% | 338 | +110 | 2.19% | Q1 2026 | Apr 13, 2026 |
| CHOREO, LLC | History | Reduced | 5,130 | 484 | 0.01% | 0.01% | 339 | -272 | -5.04% | Q1 2026 | May 12, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 5,042 | 476 | 0.16% | 0.19% | 340 | -798 | -13.66% | Q1 2026 | Apr 27, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 4,935 | 466 | 0.29% | 0.29% | 341 | -406 | -7.6% | Q1 2026 | May 14, 2026 |
| Anson Capital, Inc. | History | Reduced | 4,916 | 464 | 0.32% | 0.33% | 342 | -3 | -0.06% | Q1 2026 | May 13, 2026 |
| Addis & Hill, Inc | History | No change | 4,899 | 463 | 0.28% | 0.27% | 343 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SilverOak Wealth Management LLC | History | No change | 4,829 | 456 | 0.07% | 0.07% | 344 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 4,792 | 453 | 0.04% | 0.05% | 345 | -471 | -8.95% | Q1 2026 | Apr 23, 2026 |
| Fairscale Capital, LLC | History | Reduced | 4,777 | 451 | 0.31% | 0.3% | 346 | -189 | -3.81% | Q1 2026 | May 11, 2026 |
| Apeiron RIA LLC | History | Reduced | 4,753 | 449 | 0.1% | 0.1% | 347 | -273 | -5.43% | Q1 2026 | Apr 27, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 4,719 | 446 | 0.3% | 0.3% | 348 | -209 | -4.24% | Q1 2026 | May 04, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 4,715 | 445 | 0.12% | 0.17% | 349 | +9 | 0.19% | Q1 2026 | Apr 27, 2026 |
| One Degree Advisors Inc | History | No change | 4,708 | 445 | 0.12% | 0.12% | 350 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HBK Sorce Advisory LLC | History | No change | 4,234 | 438 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,630 | 437 | 0.02% | 0.01% | 352 | +196 | 4.42% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 4,591 | 434 | 0.03% | 0.02% | 353 | +1,880 | 69.35% | Q1 2026 | Apr 20, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 4,486 | 424 | 0.05% | 0.05% | 354 | -626 | -12.25% | Q1 2026 | Apr 07, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 4,425 | 418 | 0.13% | 0.2% | 355 | -3,015 | -40.52% | Q1 2026 | Apr 23, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 4,382 | 418 | 0.09% | 0.07% | 356 | -301 | -6.43% | Q1 2026 | Apr 14, 2026 |
| Tranquility Partners, LLC | History | No change | 4,415 | 417 | 0.16% | 0.14% | 357 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 4,362 | 412 | 0.06% | 0.05% | 358 | +339 | 8.43% | Q1 2026 | Apr 21, 2026 |
| Intrua Financial, LLC | History | Reduced | 4,346 | 411 | 0.04% | 0.04% | 359 | -253 | -5.5% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,337 | 410 | 0.02% | 0.02% | 360 | -5 | -0.12% | Q1 2026 | Apr 23, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 4,293 | 406 | 0.1% | 0.07% | 361 | +1,082 | 33.7% | Q1 2026 | Apr 17, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,264 | 403 | 0.02% | — | 363 | +4,264 | New | Q1 2026 | Apr 29, 2026 |
| Cornerstone Advisory, LLC | History | No change | 4,261 | 403 | 0.04% | 0.04% | 362 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 4,252 | 402 | 0.17% | 0.18% | 364 | -316 | -6.92% | Q1 2026 | Apr 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,248 | 401 | 0.0% | 0.0% | 365 | +1,379 | 48.07% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,200 | 397 | 0.0% | 0.0% | 366 | +2 | 0.05% | Q1 2026 | May 15, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 4,208 | 397 | 0.06% | 0.06% | 367 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 4,189 | 396 | 0.06% | 0.06% | 368 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFS Group,LLC | History | New | 4,171 | 394 | 0.35% | — | 369 | +4,171 | New | Q1 2026 | May 18, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 4,160 | 393 | 0.3% | 0.4% | 370 | -1,300 | -23.81% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 4,149 | 392 | 0.02% | 0.02% | 371 | -1,375 | -24.89% | Q1 2026 | Apr 10, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 4,000 | 378 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Reduced | 3,979 | 376 | 0.07% | 0.07% | 373 | -37 | -0.92% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | No change | 3,954 | 373 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 3,921 | 370 | 0.1% | 0.09% | 376 | +192 | 5.15% | Q1 2026 | Apr 14, 2026 |
| Crescent Sterling, Ltd. | History | No change | 3,920 | 370 | 0.36% | 0.36% | 375 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bangor Savings Bank | History | No change | 3,910 | 369 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,937 | 366 | 0.01% | 0.01% | 378 | -59 | -1.48% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | New | 3,846 | 363 | 0.01% | — | 379 | +3,846 | New | Q1 2026 | Apr 17, 2026 |
| Wealth Management Nebraska | History | Reduced | 3,833 | 362 | 0.04% | 0.04% | 380 | -111 | -2.81% | Q1 2026 | May 15, 2026 |
| IF Advisors, LLC | History | New | 3,823 | 361 | 0.26% | — | 382 | +3,823 | New | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 3,820 | 361 | 0.01% | 0.01% | 381 | -57 | -1.47% | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,733 | 353 | 0.01% | 0.01% | 383 | -1,039 | -21.77% | Q1 2026 | May 15, 2026 |
| Jacobs Equity LLC | History | Reduced | 3,371 | 350 | 0.31% | 0.41% | 385 | -1,365 | -28.82% | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Added to | 3,710 | 350 | 0.04% | 0.03% | 384 | +826 | 28.64% | Q1 2026 | Apr 10, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 3,661 | 346 | 0.05% | 0.05% | 388 | -499 | -12.0% | Q1 2026 | Apr 15, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 3,659 | 346 | 0.06% | 0.05% | 387 | -90 | -2.4% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 3,663 | 346 | 0.01% | 0.01% | 386 | +6 | 0.16% | Q1 2026 | May 04, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 3,581 | 338 | 0.01% | 0.01% | 389 | -293 | -7.56% | Q1 2026 | May 13, 2026 |
| Seed Wealth Management, Inc. | History | No change | 3,580 | 338 | 0.23% | 0.22% | 390 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 3,555 | 336 | 0.25% | 0.23% | 391 | +15 | 0.42% | Q1 2026 | Apr 17, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 3,457 | 326 | 0.21% | 0.21% | 392 | -29 | -0.83% | Q1 2026 | May 08, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 3,407 | 322 | 0.09% | 0.09% | 393 | -45 | -1.3% | Q1 2026 | Apr 20, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 3,376 | 319 | 0.04% | 0.04% | 394 | -87 | -2.51% | Q1 2026 | May 13, 2026 |
| Creekside Partners | History | Added to | 3,344 | 316 | 0.13% | 0.13% | 395 | +1 | 0.03% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,314 | 313 | 0.0% | 0.0% | 396 | -23,493 | -87.64% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | New | 3,291 | 311 | 0.05% | — | 397 | +3,291 | New | Q1 2026 | Apr 16, 2026 |
| Net Worth Advisory Group | History | Added to | 3,267 | 308 | 0.06% | 0.06% | 398 | +15 | 0.46% | Q1 2026 | May 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,255 | 307 | 0.05% | 0.05% | 400 | +275 | 9.23% | Q1 2026 | Apr 29, 2026 |
| Narus Financial Partners, LLC | History | No change | 3,250 | 307 | 0.08% | 0.08% | 399 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Snider Financial Group | History | Added to | 3,227 | 305 | 0.09% | 0.08% | 402 | +86 | 2.74% | Q1 2026 | Apr 15, 2026 |
| Pacifica Partners Inc. | History | No change | 3,231 | 305 | 0.1% | 0.13% | 401 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,952 | 304 | 0.02% | 0.03% | 403 | -411 | -12.22% | Q1 2026 | May 01, 2026 |
| XY Planning Network, Inc. | History | Reduced | 3,204 | 303 | 0.05% | 0.05% | 404 | -31 | -0.96% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,200 | 302 | 0.0% | 0.0% | 405 | -39,639 | -92.53% | Q1 2026 | May 15, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 3,154 | 298 | 0.17% | 0.16% | 406 | +125 | 4.13% | Q1 2026 | May 01, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 3,088 | 292 | 0.05% | 0.05% | 407 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| American Trust | History | Added to | 3,058 | 289 | 0.03% | 0.02% | 408 | +354 | 13.09% | Q1 2026 | May 01, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 3,049 | 288 | 0.03% | 0.03% | 409 | +6 | 0.2% | Q1 2026 | Apr 16, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 3,041 | 287 | 0.29% | 0.28% | 410 | +53 | 1.77% | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 3,029 | 286 | 0.06% | 0.05% | 412 | -142 | -4.48% | Q1 2026 | Apr 22, 2026 |
| Allred Capital Management, LLC | History | No change | 3,030 | 286 | 0.1% | 0.1% | 411 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,992 | 282 | 0.0% | 0.0% | 413 | -195 | -6.12% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,981 | 281 | 0.01% | 0.01% | 414 | +247 | 9.03% | Q1 2026 | Apr 08, 2026 |
| 626 Financial, LLC | History | No change | 2,965 | 280 | 0.12% | 0.12% | 415 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 2,940 | 278 | 0.15% | 0.13% | 416 | +13 | 0.44% | Q1 2026 | May 07, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 2,922 | 276 | 0.08% | 0.08% | 417 | +132 | 4.73% | Q1 2026 | May 07, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 2,920 | 276 | 0.1% | 0.1% | 418 | -120 | -3.95% | Q1 2026 | May 15, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 2,908 | 275 | 0.13% | 0.13% | 419 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,906 | 274 | 0.01% | 0.01% | 420 | -642 | -18.09% | Q1 2026 | Apr 28, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 2,888 | 273 | 0.24% | 0.22% | 421 | +13 | 0.45% | Q1 2026 | Apr 08, 2026 |
| Lido Advisors, LLC | History | No change | 2,884 | 272 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 2,857 | 270 | 0.01% | 0.01% | 423 | -470 | -14.13% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,858 | 270 | 0.0% | 0.0% | 424 | +56 | 2.0% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | New | 2,799 | 264 | 0.02% | — | 427 | +2,799 | New | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 2,794 | 264 | 0.01% | 0.01% | 425 | +51 | 1.86% | Q1 2026 | Apr 23, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 2,800 | 264 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 2,789 | 263 | 0.07% | 0.07% | 428 | -62 | -2.17% | Q1 2026 | May 04, 2026 |
| Avant Capital LLC | History | Added to | 2,788 | 263 | 0.18% | 0.17% | 429 | +4 | 0.14% | Q1 2026 | May 12, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 2,757 | 260 | 0.07% | 0.06% | 430 | +12 | 0.44% | Q1 2026 | May 05, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 2,759 | 260 | 0.18% | 0.16% | 431 | +9 | 0.33% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,746 | 259 | 0.0% | 0.0% | 432 | +115 | 4.37% | Q1 2026 | May 08, 2026 |
| Landmark Wealth Management, LLC | History | New | 2,734 | 258 | 0.07% | — | 433 | +2,734 | New | Q1 2026 | Apr 29, 2026 |
| Sherman Wealth Management LLC | History | Added to | 2,727 | 257 | 0.22% | 0.21% | 434 | +12 | 0.44% | Q1 2026 | Apr 13, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 2,697 | 255 | 0.27% | 0.27% | 436 | -121 | -4.29% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 2,700 | 255 | 0.06% | 0.06% | 435 | -67 | -2.42% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,677 | 253 | 0.03% | 0.03% | 437 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 2,656 | 251 | 0.11% | 0.1% | 439 | +12 | 0.45% | Q1 2026 | Apr 29, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 2,663 | 251 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Team Hewins, LLC | History | No change | 2,644 | 250 | 0.07% | 0.08% | 440 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,628 | 248 | 0.01% | 0.01% | 441 | -288 | -9.88% | Q1 2026 | Apr 13, 2026 |
| Total Wealth Planning, LLC | History | No change | 2,735 | 248 | 0.53% | 0.53% | 442 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,598 | 245 | 0.0% | 0.0% | 443 | -240 | -8.46% | Q1 2026 | May 12, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 2,573 | 243 | 0.07% | 0.06% | 444 | +5 | 0.19% | Q1 2026 | May 12, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 2,534 | 239 | 0.12% | 0.12% | 445 | +11 | 0.44% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 2,512 | 237 | 0.07% | 0.07% | 447 | +1 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,510 | 237 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,493 | 235 | 0.0% | 0.0% | 448 | +251 | 11.2% | Q1 2026 | Apr 17, 2026 |
| Faithward Advisors, LLC | History | Reduced | 2,491 | 235 | 0.03% | 0.03% | 449 | -48 | -1.89% | Q1 2026 | Apr 17, 2026 |
| Orin Green Financial, LLC | History | No change | 2,489 | 235 | 0.1% | 0.09% | 450 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Foster Group, Inc. | History | Added to | 2,451 | 231 | 0.01% | 0.01% | 451 | +50 | 2.08% | Q1 2026 | Apr 13, 2026 |
| Concord Wealth Partners | History | Reduced | 2,425 | 229 | 0.03% | 0.03% | 452 | -428 | -15.0% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,516 | 228 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,390 | 226 | 0.03% | 0.02% | 454 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 2,370 | 224 | 0.13% | 0.23% | 456 | -138 | -5.5% | Q1 2026 | May 12, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 2,374 | 224 | 0.09% | 0.09% | 455 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,360 | 223 | 0.01% | 0.01% | 457 | +51 | 2.21% | Q1 2026 | Apr 28, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 2,356 | 222 | 0.09% | 0.08% | 458 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,333 | 220 | 0.0% | 0.0% | 460 | -269 | -10.34% | Q1 2026 | May 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 2,335 | 220 | 0.0% | 0.0% | 459 | -69 | -2.87% | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | New | 2,312 | 218 | 0.0% | — | 462 | +2,312 | New | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Added to | 2,310 | 218 | 0.04% | 0.04% | 461 | +99 | 4.48% | Q1 2026 | May 07, 2026 |
| Avestar Capital, LLC | History | No change | 2,296 | 217 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Everest Financial Group LLC | History | New | 2,286 | 216 | 0.04% | — | 464 | +2,286 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 2,269 | 214 | 0.0% | 0.04% | 465 | -34,359 | -93.81% | Q1 2026 | Apr 28, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 2,268 | 214 | 0.14% | 0.14% | 467 | +62 | 2.81% | Q1 2026 | Apr 14, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 2,266 | 214 | 0.07% | 0.07% | 466 | -36 | -1.56% | Q1 2026 | May 06, 2026 |
| Koshinski Asset Management, Inc. | History | New | 2,217 | 209 | 0.01% | — | 472 | +2,217 | New | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,213 | 209 | 0.0% | 0.0% | 468 | -711 | -24.32% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,214 | 209 | 0.0% | 0.01% | 469 | -113 | -4.86% | Q1 2026 | May 15, 2026 |
| NorthAvenue LLC | History | Reduced | 2,210 | 209 | 0.17% | 0.17% | 471 | -56 | -2.47% | Q1 2026 | Apr 15, 2026 |
| Sachetta, LLC | History | Added to | 2,214 | 209 | 0.11% | 0.11% | 470 | +9 | 0.41% | Q1 2026 | May 01, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 2,194 | 207 | 0.06% | 0.05% | 473 | -77 | -3.39% | Q1 2026 | May 13, 2026 |
| NORDEN GROUP LLC | History | New | 2,184 | 206 | 0.02% | — | 474 | +2,184 | New | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 2,170 | 205 | 0.01% | — | 475 | +2,170 | New | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | New | 2,153 | 203 | 0.01% | — | 476 | +2,153 | New | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | No change | 2,073 | 196 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,840 | 174 | 0.01% | 0.01% | 478 | -48 | -2.54% | Q1 2026 | Apr 13, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 1,724 | 163 | 0.05% | 0.05% | 479 | -120 | -6.51% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,644 | 152 | 0.01% | 0.0% | 480 | +269 | 19.56% | Q1 2026 | May 15, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 1,579 | 149 | 0.04% | 0.03% | 481 | -12 | -0.75% | Q1 2026 | Apr 28, 2026 |
| Abound Wealth Management | History | Added to | 1,470 | 139 | 0.03% | 0.03% | 482 | +7 | 0.48% | Q1 2026 | Apr 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,461 | 138 | 0.0% | 0.0% | 484 | -1,181 | -44.7% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,461 | 138 | 0.01% | 0.01% | 483 | -48 | -3.18% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,435 | 135 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,382 | 130 | 0.05% | 0.05% | 487 | +6 | 0.44% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,381 | 130 | 0.04% | 0.04% | 486 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | Added to | 1,348 | 127 | 0.0% | 0.0% | 488 | +617 | 84.4% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,299 | 122 | 0.02% | 0.02% | 489 | +3 | 0.23% | Q1 2026 | Apr 24, 2026 |
| Kennebec Savings Bank | History | Reduced | 1,219 | 115 | 0.1% | 0.1% | 491 | -28 | -2.25% | Q1 2026 | Apr 17, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,218 | 115 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9,957 | 113 | 0.01% | 0.0% | 492 | -3,484 | -25.92% | Q1 2026 | May 15, 2026 |
| Walsh & Associates, LLC | History | Added to | 1,118 | 105 | 0.1% | 0.1% | 493 | +25 | 2.29% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 1,068 | 101 | 0.0% | 0.0% | 494 | +1,000 | 1470.59% | Q1 2026 | Apr 06, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 1,029 | 97 | 0.02% | 0.02% | 495 | -22 | -2.09% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,020 | 96 | 0.0% | — | 496 | +1,020 | New | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | No change | 1,000 | 94 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Tidemark, LLC | History | Added to | 939 | 88 | 0.02% | 0.0% | 498 | +807 | 611.36% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 775 | 80 | 0.01% | 0.0% | 499 | +741 | 2179.41% | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 815 | 77 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Founders Financial Alliance, LLC | History | New | 805 | 76 | 0.01% | — | 502 | +805 | New | Q1 2026 | May 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 808 | 76 | 0.02% | 0.01% | 501 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 793 | 75 | 0.01% | — | 503 | +793 | New | Q1 2026 | May 18, 2026 |
| MASECO LLP | History | No change | 775 | 73 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | No change | 764 | 72 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Copia Wealth Management | History | Added to | 710 | 67 | 0.05% | 0.03% | 507 | +196 | 38.13% | Q1 2026 | May 04, 2026 |
| Collier Financial | History | Added to | 714 | 67 | 0.05% | 0.05% | 506 | +48 | 7.21% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 694 | 65 | 0.01% | — | 508 | +694 | New | Q1 2026 | Apr 09, 2026 |
| MCF Advisors LLC | History | New | 617 | 58 | 0.0% | — | 509 | +617 | New | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | New | 585 | 55 | 0.01% | — | 510 | +585 | New | Q1 2026 | Apr 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 565 | 53 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 540 | 51 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 501 | 47 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 518 | 47 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | No change | 494 | 46 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 494 | 46 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 471 | 44 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Miller Capital Partners, Inc. | History | No change | 473 | 44 | 0.02% | 0.02% | 518 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 430 | 40 | 0.05% | 0.05% | 519 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 417 | 39 | 0.0% | — | 520 | +417 | New | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 411 | 37 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ESL Trust Services, LLC | History | No change | 400 | 37 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 382 | 36 | 0.02% | 0.01% | 523 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Register Financial Advisors LLC | History | New | 358 | 33 | 0.01% | — | 525 | +358 | New | Q1 2026 | Apr 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 350 | 33 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Glassman Wealth Services | History | Added to | 334 | 31 | 0.0% | 0.0% | 526 | +1 | 0.3% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 286 | 29 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 287 | 27 | 0.0% | — | 529 | +287 | New | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 291 | 27 | 0.0% | 0.0% | 528 | -77 | -20.92% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 285 | 26 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Spire Wealth Management | History | No change | 275 | 25 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 270 | 25 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 263 | 24 | 0.01% | 0.01% | 535 | +1 | 0.38% | Q1 2026 | May 01, 2026 |
| Richardson Capital Management LLC | History | No change | 264 | 24 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Realta Investment Advisors | History | No change | 260 | 24 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Basepoint Wealth LLC | History | Added to | 252 | 23 | 0.01% | 0.01% | 537 | +1 | 0.4% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 248 | 23 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 215 | 20 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MTM Investment Management, LLC | History | No change | 195 | 18 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 184 | 17 | 0.0% | 0.0% | 541 | +95 | 106.74% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 187 | 17 | 0.0% | 0.0% | 542 | -95 | -33.69% | Q1 2026 | Apr 22, 2026 |
| Operose Advisors LLC | History | Added to | 185 | 17 | 0.0% | 0.0% | 544 | +63 | 51.64% | Q1 2026 | May 12, 2026 |
| TD Capital Management LLC | History | No change | 188 | 17 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 182 | 17 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 195 | 17 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 178 | 16 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 171 | 16 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | No change | 170 | 16 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clark Wealth Partners | History | No change | 179 | 16 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | No change | 160 | 15 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Morse Asset Management, Inc | History | No change | 165 | 15 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 158 | 14 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 151 | 14 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DecisionPoint Financial, LLC | History | New | 147 | 13 | 0.0% | — | 555 | +147 | New | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | No change | 142 | 13 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 132 | 12 | 0.0% | 0.0% | 556 | -127 | -49.03% | Q1 2026 | Apr 21, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 115 | 11 | 0.0% | 0.01% | 558 | -584 | -83.55% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 122 | 11 | 0.0% | — | 562 | +122 | New | Q1 2026 | May 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 126 | 11 | 0.0% | 0.0% | 559 | +1 | 0.8% | Q1 2026 | Apr 28, 2026 |
| Kozak & Associates, Inc. | History | Added to | 117 | 11 | 0.0% | 0.0% | 560 | +1 | 0.86% | Q1 2026 | Apr 14, 2026 |
| Towne Trust Company, N.A | History | No change | 125 | 11 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Davis Capital Management | History | No change | 120 | 11 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 115 | 10 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hughes Financial Services, LLC | History | No change | 114 | 10 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Westside Investment Management, Inc. | History | No change | 96 | 9 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 99 | 9 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 95 | 8 | 0.0% | 0.0% | 568 | -17 | -15.18% | Q1 2026 | May 08, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 94 | 8 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 79 | 7 | 0.0% | — | 570 | +79 | New | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 83 | 7 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 65 | 6 | 0.0% | 0.0% | 571 | -463 | -87.69% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 72 | 6 | 0.0% | 0.0% | 572 | +1 | 1.41% | Q1 2026 | May 05, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 53 | 5 | 0.0% | — | 578 | +53 | New | Q1 2026 | May 06, 2026 |
| REAP Financial Group, LLC | History | Added to | 54 | 5 | 0.0% | 0.0% | 576 | +1 | 1.89% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 60 | 5 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 56 | 5 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Vision Retirement, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tower View Wealth Management LLC | History | Added to | 50 | 4 | 0.0% | 0.0% | 579 | +1 | 2.04% | Q1 2026 | Apr 20, 2026 |
| Costello Asset Management, INC | History | No change | 46 | 4 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 41 | 3 | 0.0% | 0.0% | 582 | -1,196 | -96.69% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Reduced | 32 | 3 | 0.0% | 0.0% | 584 | -16 | -33.33% | Q1 2026 | May 07, 2026 |
| Front Row Advisors LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| GAMMA Investing LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GeoWealth Management, LLC | History | New | 31 | 2 | 0.0% | — | 588 | +31 | New | Q1 2026 | May 13, 2026 |
| Burk Holdings LLC | History | New | 30 | 2 | 0.0% | — | 589 | +30 | New | Q1 2026 | May 07, 2026 |
| HOWE & RUSLING INC | History | No change | 24 | 2 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Founders Capital Management | History | No change | 22 | 2 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | New | 21 | 1 | 0.0% | — | 595 | +21 | New | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | New | 12 | 1 | 0.0% | — | 594 | +12 | New | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 11 | 1 | 0.0% | — | 596 | +11 | New | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 11 | 1 | 0.0% | — | 597 | +11 | New | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -25,744 | -100.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -20,584 | -100.0% | Q1 2026 | May 14, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,105 | -100.0% | Q1 2026 | Apr 30, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 0.25% | — | -9,831 | -100.0% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.16% | — | -8,323 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,039 | -100.0% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,858 | -100.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,738 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,202 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,517 | -100.0% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,845 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -2,658 | -100.0% | Q1 2026 | May 12, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,332 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,306 | -100.0% | Q1 2026 | May 15, 2026 |
| WRAPMANAGER INC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,280 | -100.0% | Q1 2026 | May 11, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,915 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -610 | -100.0% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -50 | -98.04% | Q1 2026 | Apr 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3 | 0 | — | 0.0% | — | -42 | -93.33% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| PITTENGER & ANDERSON INC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 01, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q1 2026 | May 15, 2026 |
| Longview Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Networth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |