iSHARES TRUST - SOXX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,878,095 | 1,486,847 | 0.72% | 0.53% | 1 | +681,755 | 56.99% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,408,810 | 1,120,339 | 0.13% | 0.11% | 2 | +504,172 | 17.36% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,115,278 | 1,023,867 | 0.07% | 0.06% | 3 | +538,125 | 20.88% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,752,067 | 904,494 | 0.12% | 0.06% | 4 | +1,463,667 | 113.6% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,724,588 | 895,463 | 0.1% | 0.08% | 5 | +546,035 | 25.06% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,234,319 | 734,331 | 0.04% | 0.04% | 6 | -134,289 | -5.67% | Q1 2026 | May 15, 2026 |
| Finepoint Capital LP | History | New | 1,469,968 | 483,119 | 24.74% | — | 7 | +1,469,968 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 1,190,692 | 391,332 | 0.06% | 0.09% | 8 | -595,593 | -33.34% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 1,078,141 | 354,341 | 0.09% | 0.09% | 9 | +36,358 | 3.49% | Q1 2026 | May 06, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 851,229 | 279,766 | 0.49% | 0.2% | 10 | +399,612 | 88.48% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 746,397 | 245,310 | 0.05% | 0.05% | 11 | -217,266 | -22.55% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 675,100 | 221,878 | 0.04% | 0.06% | 12 | -605,905 | -47.3% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 590,000 | 193,909 | 0.31% | 0.59% | 13 | -590,000 | -50.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 566,893 | 186,315 | 0.08% | 0.05% | 14 | +222,624 | 64.67% | Q1 2026 | May 11, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | Added to | 512,500 | 168,438 | 5.75% | 3.28% | 15 | +281,000 | 121.38% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 458,454 | 150,675 | 0.06% | 0.0% | 16 | +418,323 | 1042.39% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 433,384 | 142,437 | 0.02% | 0.02% | 17 | +85,469 | 24.57% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Added to | 425,183 | 139,740 | 0.11% | 0.01% | 18 | +369,013 | 656.96% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 416,193 | 136,786 | 1.69% | 1.6% | 19 | +10,086 | 2.48% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 407,179 | 133,823 | 0.24% | 0.22% | 20 | +9,523 | 2.39% | Q1 2026 | May 14, 2026 |
| Noked Israel Ltd | History | New | 349,070 | 114,725 | 16.95% | — | 21 | +349,070 | New | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 322,500 | 105,992 | 0.06% | — | 22 | +322,500 | New | Q1 2026 | May 15, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | Added to | 310,700 | 102,114 | 0.17% | 0.09% | 23 | +118,100 | 61.32% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 306,800 | 100,832 | 1.66% | 0.72% | 24 | +150,040 | 95.71% | Q1 2026 | May 11, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 301,410 | 99,061 | 3.21% | 2.86% | 25 | +3,262 | 1.09% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 289,889 | 95,274 | 0.03% | 0.03% | 26 | -11,811 | -3.91% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 288,223 | 94,727 | 0.02% | 0.03% | 27 | -115,985 | -28.69% | Q1 2026 | May 14, 2026 |
| LMR Partners LLP | History | Reduced | 273,000 | 89,724 | 0.2% | 0.19% | 28 | -54,932 | -16.75% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 261,121 | 85,858 | 0.13% | 0.1% | 29 | +34,737 | 15.34% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Added to | 232,576 | 76,438 | 1.25% | 0.02% | 30 | +228,469 | 5562.92% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 230,814 | 75,859 | 0.11% | 0.1% | 31 | -9,875 | -4.1% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 229,211 | 75,377 | 0.02% | 0.02% | 32 | -18,974 | -7.65% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 206,941 | 68,013 | 1.38% | 0.07% | 33 | +194,458 | 1557.78% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 206,136 | 67,748 | 0.04% | 0.04% | 34 | -11,441 | -5.26% | Q1 2026 | May 07, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 201,536 | 66,237 | 2.01% | 1.37% | 35 | +45,105 | 28.83% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 181,101 | 59,520 | 0.06% | 0.06% | 36 | +11,947 | 7.06% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 182,779 | 59,125 | 0.03% | 0.03% | 37 | +27,516 | 17.72% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 178,588 | 58,694 | 0.85% | 0.77% | 38 | -1,249 | -0.69% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 187,881 | 58,204 | 0.0% | 0.0% | 39 | -64,371 | -25.52% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 173,514 | 57,027 | 0.05% | 0.03% | 40 | +55,712 | 47.29% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 173,014 | 56,863 | 0.15% | 0.17% | 41 | -37,341 | -17.75% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 168,220 | 55,287 | 0.15% | 0.11% | 42 | +17,207 | 11.39% | Q1 2026 | May 04, 2026 |
| Y.D. More Investments Ltd | History | Added to | 158,996 | 52,240 | 2.05% | 0.05% | 43 | +155,277 | 4175.24% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 154,192 | 50,676 | 0.01% | 0.01% | 44 | +10,964 | 7.65% | Q1 2026 | May 04, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 151,791 | 49,887 | 3.74% | 3.57% | 45 | +1,779 | 1.19% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 145,424 | 47,794 | 1.84% | 1.71% | 46 | +410 | 0.28% | Q1 2026 | Apr 28, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 134,580 | 44,231 | 1.19% | 0.03% | 47 | +130,662 | 3334.92% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 133,860 | 44,010 | 1.4% | 1.53% | 48 | -11,283 | -7.77% | Q1 2026 | May 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 128,535 | 42,244 | 0.01% | 0.03% | 49 | +92,920 | 260.9% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 126,240 | 41,487 | 0.06% | 0.05% | 50 | -793 | -0.62% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 118,520 | 38,960 | 0.04% | 0.04% | 51 | +2,919 | 2.53% | Q1 2026 | May 05, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 121,364 | 38,606 | 0.27% | 0.13% | 52 | +61,646 | 103.23% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 117,444 | 38,599 | 2.09% | 1.95% | 53 | -162 | -0.14% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 116,273 | 38,214 | 0.03% | 0.03% | 54 | -39,820 | -25.51% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 112,497 | 36,973 | 0.29% | 0.03% | 55 | +103,435 | 1141.41% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 116,200 | 35,997 | 0.03% | — | 56 | +116,200 | New | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 101,272 | 33,284 | 0.09% | 0.08% | 57 | +186 | 0.18% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 99,532 | 32,712 | 0.05% | 0.05% | 58 | -17,721 | -15.11% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | Added to | 97,514 | 32,048 | 0.38% | 0.04% | 59 | +85,945 | 742.89% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 97,200 | 31,946 | 0.03% | 0.03% | 60 | -11,480 | -10.56% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 95,861 | 31,505 | 0.04% | 0.03% | 61 | +9,392 | 10.86% | Q1 2026 | Apr 27, 2026 |
| Jump Financial, LLC | History | Added to | 91,388 | 30,035 | 0.4% | 0.0% | 62 | +90,407 | 9215.8% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 89,000 | 29,250 | 0.38% | — | 63 | +89,000 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 88,166 | 28,976 | 0.03% | 0.03% | 64 | +9,354 | 11.87% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | Added to | 84,607 | 27,806 | 7.65% | 7.37% | 65 | +7,065 | 9.11% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 83,156 | 27,330 | 0.03% | 0.01% | 66 | +54,958 | 194.9% | Q1 2026 | Apr 16, 2026 |
| Yarbrough Capital, LLC | History | No change | 82,383 | 27,075 | 0.95% | 0.77% | 67 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | New | 80,851 | 26,572 | 0.16% | — | 68 | +80,851 | New | Q1 2026 | May 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 79,788 | 26,223 | 0.07% | 0.09% | 69 | -65,712 | -45.16% | Q1 2026 | May 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 78,477 | 25,792 | 0.16% | 0.01% | 70 | +72,000 | 1111.63% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 77,891 | 25,578 | 0.03% | 0.02% | 71 | +9,513 | 13.91% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 71,091 | 23,364 | 0.28% | 0.3% | 72 | +24 | 0.03% | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 70,211 | 23,071 | 0.04% | 0.0% | 73 | +62,280 | 785.27% | Q1 2026 | May 14, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 67,357 | 22,137 | 2.11% | 1.94% | 74 | +2,898 | 4.5% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 64,611 | 21,858 | 0.06% | 0.13% | 75 | -4,175 | -6.07% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 66,209 | 21,760 | 0.29% | 0.32% | 76 | -8,357 | -11.21% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 65,179 | 21,421 | 0.06% | 0.04% | 77 | -280 | -0.43% | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 59,899 | 19,752 | 3.49% | — | 78 | +59,899 | New | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 57,515 | 19,532 | 0.04% | 0.02% | 79 | +13,255 | 29.95% | Q1 2026 | Apr 08, 2026 |
| United Asset Strategies, Inc. | History | Added to | 58,924 | 19,365 | 1.54% | 1.37% | 80 | +113 | 0.19% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Added to | 55,026 | 18,084 | 0.09% | 0.09% | 81 | +41 | 0.07% | Q1 2026 | May 11, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 54,255 | 17,831 | 14.21% | 12.94% | 82 | -117 | -0.22% | Q1 2026 | Apr 16, 2026 |
| BANK HAPOALIM BM | History | Reduced | 54,208 | 17,816 | 2.73% | 1.46% | 83 | -1,688 | -3.02% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 53,633 | 17,127 | 0.11% | 0.07% | 84 | +21,514 | 66.98% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 50,050 | 16,449 | 0.06% | 0.07% | 85 | -5,168 | -9.36% | Q1 2026 | Apr 30, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 50,011 | 16,436 | 4.25% | 3.04% | 86 | +10,654 | 27.07% | Q1 2026 | Apr 08, 2026 |
| Financial Partners Group, Inc | History | Reduced | 48,463 | 15,927 | 1.91% | 1.94% | 87 | -8 | -0.02% | Q1 2026 | Apr 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 48,342 | 15,888 | 0.03% | 0.03% | 88 | +8,184 | 20.38% | Q1 2026 | May 05, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 56,968 | 15,320 | 0.03% | 0.03% | 89 | +28,484 | 100.0% | Q1 2026 | May 12, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 46,414 | 15,254 | 1.6% | 1.68% | 90 | -4,446 | -8.74% | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 46,186 | 15,179 | 1.21% | 1.0% | 91 | +3,568 | 8.37% | Q1 2026 | May 14, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 45,978 | 15,111 | 6.03% | 5.57% | 92 | -56 | -0.12% | Q1 2026 | May 11, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | New | 44,200 | 14,526 | 0.75% | — | 93 | +44,200 | New | Q1 2026 | May 15, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 43,273 | 14,222 | 9.17% | 8.85% | 94 | -5,286 | -10.89% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | New | 42,419 | 13,941 | 0.02% | — | 95 | +42,419 | New | Q1 2026 | May 15, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 42,000 | 13,803 | 4.21% | 4.08% | 96 | +60 | 0.14% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 39,715 | 13,053 | 0.03% | 0.03% | 97 | +1,891 | 5.0% | Q1 2026 | Apr 22, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 39,615 | 13,019 | 0.02% | — | 98 | +39,615 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 39,219 | 12,889 | 0.06% | 0.05% | 99 | +2,009 | 5.4% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 39,209 | 12,888 | 0.21% | 0.02% | 100 | +34,786 | 786.48% | Q1 2026 | Apr 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 39,152 | 12,867 | 1.0% | 1.69% | 101 | -33,879 | -46.39% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 39,098 | 12,849 | 1.76% | 1.72% | 102 | -1,918 | -4.68% | Q1 2026 | Apr 23, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | New | 39,005 | 12,819 | 0.07% | — | 103 | +39,005 | New | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 38,554 | 12,671 | 1.39% | 1.3% | 104 | -1,050 | -2.65% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 36,252 | 11,914 | 0.06% | 0.07% | 105 | -4,659 | -11.39% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 35,873 | 11,790 | 0.39% | 0.35% | 106 | -194 | -0.54% | Q1 2026 | May 15, 2026 |
| Gray Foundation | History | No change | 34,371 | 11,296 | 2.85% | 2.6% | 107 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 34,116 | 11,212 | 0.01% | 0.02% | 108 | -24,093 | -41.39% | Q1 2026 | May 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 33,812 | 11,112 | 0.88% | 0.21% | 109 | +24,285 | 254.91% | Q1 2026 | Apr 17, 2026 |
| Geremia Financial Services, LLC | History | Reduced | 32,958 | 10,831 | 8.82% | 8.21% | 110 | -85 | -0.26% | Q1 2026 | Apr 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 32,692 | 10,744 | 0.54% | 0.5% | 111 | -892 | -2.66% | Q1 2026 | May 07, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 32,033 | 10,527 | 5.89% | — | 112 | +32,033 | New | Q1 2026 | Apr 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 31,915 | 10,489 | 0.24% | 0.17% | 113 | +6,547 | 25.81% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 31,884 | 10,478 | 0.18% | 0.13% | 114 | +15,562 | 95.34% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 31,701 | 10,418 | 0.01% | 0.01% | 115 | +110 | 0.35% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 31,389 | 10,316 | 0.13% | 0.12% | 116 | -228 | -0.72% | Q1 2026 | Apr 20, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 31,072 | 10,212 | 3.07% | 3.13% | 117 | -3,273 | -9.53% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 30,228 | 9,934 | 0.01% | 0.01% | 118 | +9,485 | 45.73% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 28,959 | 9,517 | 0.82% | 0.52% | 119 | +16,903 | 140.2% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 28,733 | 9,443 | 0.33% | 0.32% | 120 | -1,363 | -4.53% | Q1 2026 | May 06, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 30,154 | 9,341 | 0.55% | 0.48% | 121 | +405 | 1.36% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 28,374 | 9,325 | 0.03% | 0.02% | 122 | +90 | 0.32% | Q1 2026 | May 08, 2026 |
| FULTON BANK, N.A. | History | Added to | 28,252 | 9,285 | 0.33% | 0.29% | 123 | +168 | 0.6% | Q1 2026 | Apr 24, 2026 |
| Independent Advisor Alliance | History | New | 28,144 | 9,249 | 0.1% | — | 124 | +28,144 | New | Q1 2026 | May 12, 2026 |
| SPINNAKER TRUST | History | Added to | 27,903 | 9,170 | 0.51% | 0.44% | 125 | +317 | 1.15% | Q1 2026 | Apr 23, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 27,850 | 9,153 | 3.04% | 3.06% | 126 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 26,881 | 8,834 | 6.23% | 5.66% | 127 | +506 | 1.92% | Q1 2026 | Apr 17, 2026 |
| CMH Wealth Management LLC | History | Reduced | 26,361 | 8,663 | 1.49% | 1.75% | 128 | -838 | -3.08% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Added to | 26,185 | 8,605 | 0.29% | 0.12% | 129 | +14,639 | 126.79% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 25,700 | 8,446 | 0.05% | 0.05% | 130 | -2,057 | -7.41% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 24,942 | 8,197 | 2.86% | 2.98% | 131 | -2,370 | -8.68% | Q1 2026 | Apr 21, 2026 |
| 111 Capital | History | New | 24,935 | 8,195 | 2.02% | — | 132 | +24,935 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 24,904 | 8,185 | 0.42% | 0.4% | 133 | +226 | 0.92% | Q1 2026 | Apr 17, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 26,280 | 8,141 | 0.33% | 0.06% | 134 | +22,880 | 672.94% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 24,754 | 8,135 | 0.04% | 0.04% | 135 | +787 | 3.28% | Q1 2026 | May 05, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 23,695 | 7,787 | 2.3% | 2.15% | 136 | -370 | -1.54% | Q1 2026 | Apr 02, 2026 |
| SIG BROKERAGE, LP | History | Added to | 23,433 | 7,701 | 0.2% | 0.01% | 137 | +22,700 | 3096.86% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 23,150 | 7,608 | 0.01% | 0.0% | 138 | +1,394 | 6.41% | Q1 2026 | May 12, 2026 |
| Goldstream Capital Management Ltd | History | New | 23,100 | 7,592 | 6.3% | — | 139 | +23,100 | New | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 23,067 | 7,581 | 2.83% | 2.55% | 140 | -317 | -1.36% | Q1 2026 | May 18, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 23,046 | 7,574 | 1.14% | 0.93% | 141 | +1,866 | 8.81% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 22,541 | 7,408 | 0.15% | 0.12% | 142 | +4,375 | 24.08% | Q1 2026 | Apr 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 22,353 | 7,346 | 0.0% | 0.0% | 143 | +19,693 | 740.34% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 22,161 | 7,283 | 0.0% | 0.0% | 144 | +1,650 | 8.04% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 16,089 | 7,239 | 0.13% | — | 145 | +16,089 | New | Q1 2026 | May 01, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 21,987 | 7,226 | 2.43% | 2.17% | 146 | -247 | -1.11% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Reduced | 21,979 | 7,223 | 0.35% | 0.34% | 147 | -1,379 | -5.9% | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 21,967 | 7,219 | 0.23% | 0.22% | 148 | -435 | -1.94% | Q1 2026 | Apr 08, 2026 |
| Hudson Bay Capital Management LP | History | New | 21,626 | 7,107 | 0.02% | — | 149 | +21,626 | New | Q1 2026 | May 13, 2026 |
| Well Done, LLC | History | Added to | 21,529 | 7,075 | 1.04% | 0.05% | 150 | +20,446 | 1887.9% | Q1 2026 | Apr 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 21,518 | 7,072 | 0.01% | 0.01% | 151 | +3,809 | 21.51% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 21,198 | 6,966 | 0.01% | 0.01% | 153 | -610 | -2.8% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 21,196 | 6,966 | 0.05% | 0.06% | 152 | -446 | -2.06% | Q1 2026 | Apr 07, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 20,803 | 6,837 | 0.42% | 0.4% | 154 | -203 | -0.97% | Q1 2026 | May 05, 2026 |
| Alphadyne Asset Management LP | History | New | 20,000 | 6,573 | 0.11% | — | 155 | +20,000 | New | Q1 2026 | May 15, 2026 |
| Maniro Ltd | History | New | 19,746 | 6,489 | 1.97% | — | 156 | +19,746 | New | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 19,420 | 6,382 | 0.19% | 0.13% | 157 | +6,093 | 45.72% | Q1 2026 | May 05, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 19,042 | 6,263 | 0.44% | 0.94% | 158 | -22,225 | -53.86% | Q1 2026 | Apr 24, 2026 |
| Avondale Wealth Management | History | Reduced | 18,723 | 6,153 | 3.02% | 5.56% | 159 | -17,200 | -47.88% | Q1 2026 | Apr 14, 2026 |
| Adams Wealth Management | History | Reduced | 18,281 | 6,004 | 1.32% | 1.21% | 160 | -487 | -2.59% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 18,281 | 6,004 | 1.16% | 1.05% | 161 | -487 | -2.59% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,029 | 5,925 | 0.03% | 0.03% | 162 | +3,498 | 24.07% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 17,671 | 5,807 | 0.48% | 0.42% | 163 | +457 | 2.65% | Q1 2026 | May 01, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 17,559 | 5,771 | 0.13% | 0.04% | 164 | +14,940 | 570.45% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 17,510 | 5,754 | 0.33% | 0.32% | 165 | -337 | -1.89% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Reduced | 17,433 | 5,729 | 0.02% | 0.02% | 166 | -7,201 | -29.23% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 17,196 | 5,651 | 0.01% | 0.01% | 167 | -7,804 | -31.22% | Q1 2026 | May 15, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 16,753 | 5,505 | 3.26% | 3.92% | 168 | -1,120 | -6.27% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 16,686 | 5,484 | 0.07% | 0.15% | 169 | -18,510 | -52.59% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 16,525 | 5,435 | 0.05% | 0.05% | 170 | +1,016 | 6.55% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 16,379 | 5,383 | 1.24% | 1.25% | 171 | -688 | -4.03% | Q1 2026 | May 08, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 16,342 | 5,370 | 0.85% | 0.9% | 172 | -1,859 | -10.21% | Q1 2026 | May 07, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 16,311 | 5,360 | 0.91% | 0.82% | 173 | +387 | 2.43% | Q1 2026 | May 13, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 16,145 | 5,306 | 2.24% | 2.21% | 174 | -959 | -5.61% | Q1 2026 | Apr 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 16,049 | 5,279 | 0.03% | 0.03% | 175 | -1,867 | -10.42% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Reduced | 15,874 | 5,217 | 0.2% | 0.18% | 176 | -265 | -1.64% | Q1 2026 | May 07, 2026 |
| Midwest Financial Group LLC | History | Added to | 15,750 | 5,176 | 2.21% | 2.07% | 177 | +217 | 1.4% | Q1 2026 | Apr 22, 2026 |
| Family Legacy, Inc. | History | Reduced | 15,588 | 5,123 | 1.54% | 1.62% | 178 | -2,401 | -13.35% | Q1 2026 | May 12, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 15,329 | 5,038 | 0.19% | 0.23% | 179 | -6,329 | -29.22% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,275 | 5,020 | 0.19% | 0.18% | 180 | -736 | -4.6% | Q1 2026 | Apr 20, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 15,263 | 5,016 | 1.94% | 1.62% | 181 | +4,097 | 36.69% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,222 | 4,999 | 0.01% | 0.12% | 182 | -204,614 | -93.08% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,060 | 4,949 | 0.01% | 0.01% | 183 | +2,590 | 20.77% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,054 | 4,947 | 0.05% | 0.05% | 184 | -509 | -3.27% | Q1 2026 | Apr 20, 2026 |
| Walleye Capital LLC | History | New | 15,021 | 4,936 | 0.02% | — | 185 | +15,021 | New | Q1 2026 | May 13, 2026 |
| Sharper & Granite LLC | History | Added to | 14,925 | 4,905 | 1.68% | 1.49% | 186 | +905 | 6.46% | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | Reduced | 9,464 | 4,883 | 0.13% | 0.14% | 187 | -1,647 | -14.82% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 14,478 | 4,758 | 0.02% | 0.02% | 188 | -556 | -3.7% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,447 | 4,748 | 0.04% | 0.03% | 189 | +1,534 | 11.88% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,296 | 4,698 | 0.05% | 0.05% | 190 | +450 | 3.25% | Q1 2026 | Apr 28, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 14,162 | 4,654 | 0.42% | 0.07% | 191 | +11,607 | 454.29% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,155 | 4,652 | 0.07% | 0.07% | 192 | +2,885 | 25.6% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 14,026 | 4,609 | 0.01% | 0.01% | 193 | -1,577 | -10.11% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 11,344 | 4,605 | 0.15% | 0.13% | 194 | +485 | 4.47% | Q1 2026 | Apr 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 14,011 | 4,604 | 0.37% | 0.32% | 196 | +151 | 1.09% | Q1 2026 | May 13, 2026 |
| Destination Wealth Management | History | No change | 14,299 | 4,604 | 0.12% | 0.11% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KKM Financial LLC | History | No change | 15,278 | 4,600 | 0.82% | 0.82% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | New | 13,996 | 4,599 | 0.48% | — | 198 | +13,996 | New | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | No change | 13,969 | 4,591 | 0.22% | 0.2% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 13,940 | 4,582 | 0.14% | 0.06% | 200 | +7,359 | 111.82% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 13,842 | 4,549 | 1.64% | 1.5% | 201 | -299 | -2.11% | Q1 2026 | May 04, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 13,812 | 4,539 | 1.12% | 2.55% | 202 | -13,894 | -50.15% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 13,789 | 4,532 | 0.27% | 0.25% | 203 | -577 | -4.02% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 13,733 | 4,513 | 0.0% | 0.0% | 204 | +1,205 | 9.62% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 13,600 | 4,469 | 0.04% | 0.08% | 205 | -15,957 | -53.99% | Q1 2026 | May 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 13,518 | 4,442 | 0.25% | 0.23% | 206 | -258 | -1.87% | Q1 2026 | Apr 30, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 13,360 | 4,390 | 1.08% | 0.81% | 207 | +2,513 | 23.17% | Q1 2026 | Apr 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,338 | 4,383 | 0.0% | 0.0% | 208 | +1,727 | 14.87% | Q1 2026 | May 08, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 13,323 | 4,378 | 1.54% | 1.97% | 209 | -3,752 | -21.97% | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 13,256 | 4,356 | 0.26% | 0.24% | 210 | +34 | 0.26% | Q1 2026 | May 12, 2026 |
| EWA, LLC | History | Reduced | 13,243 | 4,352 | 0.99% | 1.11% | 211 | -1,827 | -12.12% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 13,187 | 4,334 | 0.08% | 0.07% | 212 | +875 | 7.11% | Q1 2026 | Apr 14, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 13,093 | 4,303 | 2.26% | — | 213 | +13,093 | New | Q1 2026 | Apr 10, 2026 |
| One Capital Management, LLC | History | Added to | 12,985 | 4,267 | 0.12% | 0.12% | 214 | +329 | 2.6% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,526 | 4,240 | 0.04% | 0.05% | 215 | -2,918 | -18.89% | Q1 2026 | Apr 07, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 12,846 | 4,221 | 0.23% | 0.2% | 216 | +1,782 | 16.11% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 12,490 | 4,104 | 0.0% | 0.0% | 217 | -2,870 | -18.68% | Q1 2026 | May 13, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 12,475 | 4,099 | 0.3% | 0.27% | 218 | -4 | -0.03% | Q1 2026 | Apr 23, 2026 |
| 360 Financial, Inc. | History | Reduced | 12,250 | 4,026 | 1.21% | 1.14% | 219 | -280 | -2.23% | Q1 2026 | May 07, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 11,882 | 3,905 | 0.47% | 0.54% | 220 | -2,238 | -15.85% | Q1 2026 | Apr 24, 2026 |
| Magnus Financial Group LLC | History | Reduced | 11,721 | 3,852 | 0.31% | 0.27% | 221 | -107 | -0.9% | Q1 2026 | Apr 10, 2026 |
| Summit Financial, LLC | History | Added to | 11,707 | 3,847 | 0.05% | 0.04% | 222 | +1,602 | 15.85% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,612 | 3,816 | 0.0% | 0.0% | 223 | +6,184 | 113.93% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 11,458 | 3,765 | 0.24% | 0.2% | 224 | +1,281 | 12.59% | Q1 2026 | May 06, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 11,309 | 3,716 | 0.38% | 0.34% | 225 | +8 | 0.07% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 11,219 | 3,687 | 1.27% | 1.1% | 226 | -47 | -0.42% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 11,116 | 3,653 | 0.05% | 0.05% | 227 | -1,414 | -11.28% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,900 | 3,582 | 0.01% | — | 228 | +10,900 | New | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Reduced | 10,897 | 3,581 | 0.04% | 0.04% | 229 | -670 | -5.79% | Q1 2026 | May 05, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 10,860 | 3,569 | 1.05% | 0.65% | 230 | +6,360 | 141.33% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Added to | 10,855 | 3,567 | 0.03% | 0.02% | 231 | +425 | 4.07% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Reduced | 10,844 | 3,563 | 0.17% | 0.16% | 232 | -615 | -5.37% | Q1 2026 | Apr 27, 2026 |
| Vision Retirement, LLC | History | Added to | 10,747 | 3,532 | 1.0% | 0.81% | 233 | +663 | 6.57% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 10,656 | 3,502 | 0.03% | 0.02% | 234 | +1,077 | 11.24% | Q1 2026 | May 01, 2026 |
| Cavalier Investments, LLC | History | New | 10,637 | 3,495 | 0.09% | — | 235 | +10,637 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 10,553 | 3,468 | 0.12% | — | 236 | +10,553 | New | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 10,344 | 3,399 | 0.19% | 0.4% | 237 | -11,959 | -53.62% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 10,255 | 3,370 | 0.12% | 0.11% | 238 | -687 | -6.28% | Q1 2026 | Apr 14, 2026 |
| Grandview Asset Management LLC | History | Added to | 10,026 | 3,361 | 0.98% | 0.58% | 239 | +3,054 | 43.8% | Q1 2026 | May 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 10,226 | 3,360 | 0.56% | 0.52% | 240 | +26 | 0.25% | Q1 2026 | Apr 21, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 10,178 | 3,345 | 0.01% | 0.01% | 241 | +190 | 1.9% | Q1 2026 | May 13, 2026 |
| Maxele Advisors, LLC | History | No change | 11,006 | 3,314 | 2.69% | 2.69% | 242 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,046 | 3,301 | 0.21% | 0.19% | 243 | +183 | 1.86% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 10,913 | 3,286 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Osbon Capital Management LLC | History | No change | 9,875 | 3,245 | 2.65% | 2.78% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Added to | 9,841 | 3,234 | 0.54% | 0.47% | 246 | +459 | 4.89% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,691 | 3,185 | 0.05% | 0.05% | 247 | -392 | -3.89% | Q1 2026 | Apr 22, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 9,581 | 3,149 | 0.14% | 0.13% | 248 | +304 | 3.28% | Q1 2026 | May 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 9,339 | 3,069 | 0.12% | 0.1% | 250 | -979 | -9.49% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,338 | 3,069 | 0.02% | 0.02% | 249 | +4 | 0.04% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,328 | 3,065 | 0.01% | 0.01% | 251 | +77 | 0.83% | Q1 2026 | Apr 24, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 9,324 | 3,064 | 0.05% | 0.04% | 252 | +2,903 | 45.21% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,257 | 3,042 | 0.07% | 0.04% | 253 | +2,651 | 40.13% | Q1 2026 | May 01, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 9,249 | 3,039 | 1.99% | 1.63% | 254 | +898 | 10.75% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,023 | 2,965 | 0.07% | 0.05% | 255 | +2,876 | 46.79% | Q1 2026 | Apr 07, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 8,929 | 2,934 | 0.25% | 0.22% | 256 | -285 | -3.09% | Q1 2026 | May 11, 2026 |
| Tudor Financial Inc. | History | Added to | 8,771 | 2,882 | 1.47% | 0.52% | 257 | +5,400 | 160.19% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 8,500 | 2,793 | 0.02% | 0.01% | 258 | +4,199 | 97.63% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 8,267 | 2,716 | 0.03% | 0.03% | 259 | +1 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,180 | 2,688 | 0.07% | 0.03% | 260 | +4,899 | 149.31% | Q1 2026 | May 14, 2026 |
| Truxt Investmentos Ltda. | History | New | 8,172 | 2,685 | 1.72% | — | 261 | +8,172 | New | Q1 2026 | May 05, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 8,094 | 2,660 | 0.96% | 0.96% | 262 | -599 | -6.89% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 8,071 | 2,652 | 0.01% | 0.0% | 263 | +2,273 | 39.2% | Q1 2026 | May 14, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 8,021 | 2,636 | 0.75% | 0.64% | 264 | +280 | 3.62% | Q1 2026 | Apr 28, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 7,828 | 2,572 | 0.36% | 0.32% | 265 | +110 | 1.43% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,747 | 2,546 | 0.01% | 0.01% | 266 | +2,091 | 36.97% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,582 | 2,545 | 0.14% | 0.13% | 267 | -1,602 | -17.44% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,705 | 2,532 | 0.16% | 0.11% | 268 | +2,356 | 44.05% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,654 | 2,515 | 0.14% | 0.13% | 269 | -213 | -2.71% | Q1 2026 | Apr 24, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 7,649 | 2,514 | 0.03% | 0.03% | 270 | -54 | -0.7% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 7,638 | 2,510 | 0.0% | — | 271 | +7,638 | New | Q1 2026 | May 13, 2026 |
| Concentrum Wealth Management | History | Reduced | 7,633 | 2,508 | 0.74% | 0.71% | 272 | -868 | -10.21% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,604 | 2,499 | 0.01% | 0.01% | 273 | +873 | 12.97% | Q1 2026 | May 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 7,589 | 2,494 | 1.09% | 1.04% | 274 | -49 | -0.64% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,352 | 2,488 | 0.04% | 0.04% | 275 | -145 | -1.93% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,535 | 2,476 | 0.0% | 0.0% | 276 | +917 | 13.86% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,525 | 2,473 | 0.01% | 0.01% | 277 | +360 | 5.02% | Q1 2026 | May 13, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 7,518 | 2,470 | 1.29% | 1.37% | 278 | -1,568 | -17.26% | Q1 2026 | Apr 30, 2026 |
| Mirabaud & Cie SA | History | No change | 7,500 | 2,464 | 1.0% | 0.73% | 279 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 7,438 | 2,444 | 0.95% | 0.7% | 280 | +1,477 | 24.78% | Q1 2026 | Apr 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 7,422 | 2,439 | 0.31% | — | 281 | +7,422 | New | Q1 2026 | May 18, 2026 |
| Quantbot Technologies LP | History | Reduced | 7,411 | 2,435 | 0.1% | 0.1% | 282 | -2,114 | -22.19% | Q1 2026 | May 13, 2026 |
| Intellectus Partners, LLC | History | Reduced | 7,383 | 2,426 | 0.5% | 0.45% | 283 | -400 | -5.14% | Q1 2026 | Apr 10, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 7,340 | 2,412 | 0.22% | 0.22% | 284 | -249 | -3.28% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,296 | 2,397 | 0.11% | 0.06% | 285 | +2,988 | 69.36% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 7,248 | 2,381 | 0.07% | 0.06% | 286 | +569 | 8.52% | Q1 2026 | Apr 09, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,223 | 2,373 | 0.87% | 0.8% | 287 | -135 | -1.83% | Q1 2026 | May 08, 2026 |
| Sovran Advisors, LLC | History | Added to | 5,126 | 2,365 | 0.19% | 0.14% | 288 | +368 | 7.73% | Q1 2026 | May 01, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 7,106 | 2,335 | 0.27% | 0.22% | 289 | +890 | 14.32% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,053 | 2,318 | 0.0% | 0.0% | 290 | +5 | 0.07% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 6,907 | 2,270 | 1.57% | 1.3% | 291 | +394 | 6.05% | Q1 2026 | Apr 07, 2026 |
| HRT FINANCIAL LP | History | Added to | 6,896 | 2,266 | 0.01% | 0.0% | 292 | +4,558 | 194.95% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 6,852 | 2,251 | 0.0% | 0.0% | 293 | -109 | -1.57% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 6,791 | 2,231 | 0.03% | 0.02% | 294 | +129 | 1.94% | Q1 2026 | May 08, 2026 |
| High Point Wealth Management, LLC | History | Added to | 6,772 | 2,225 | 2.15% | 1.4% | 295 | +1,832 | 37.09% | Q1 2026 | Apr 08, 2026 |
| Keystone Financial Group | History | Added to | 6,747 | 2,217 | 0.15% | 0.12% | 296 | +1,310 | 24.09% | Q1 2026 | May 13, 2026 |
| Gold Investment Management Ltd. | History | Added to | 6,734 | 2,213 | 0.69% | 0.63% | 297 | +208 | 3.19% | Q1 2026 | Apr 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 6,471 | 2,126 | 1.03% | 0.86% | 298 | +514 | 8.63% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,454 | 2,121 | 0.05% | 0.03% | 299 | +2,322 | 56.2% | Q1 2026 | May 11, 2026 |
| Dedeker Financial LLC | History | Added to | 6,415 | 2,108 | 1.84% | 1.59% | 300 | +533 | 9.06% | Q1 2026 | Apr 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 6,405 | 2,105 | 0.01% | 0.01% | 301 | -1,591 | -19.9% | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | New | 6,401 | 2,103 | 0.03% | — | 302 | +6,401 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 6,328 | 2,079 | 0.01% | 0.01% | 303 | -235 | -3.58% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 4,737 | 2,045 | 0.05% | 0.05% | 304 | -1,578 | -24.99% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,110 | 2,008 | 0.04% | — | 305 | +6,110 | New | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 6,048 | 1,987 | 0.0% | 0.0% | 306 | +311 | 5.42% | Q1 2026 | May 06, 2026 |
| LM Advisors LLC | History | Added to | 651 | 1,981 | 0.03% | 0.04% | 307 | +54 | 9.05% | Q1 2026 | May 13, 2026 |
| Intellus Advisors LLC | History | Added to | 6,004 | 1,973 | 0.27% | 0.24% | 308 | +8 | 0.13% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 5,969 | 1,961 | 0.05% | 0.05% | 309 | -109 | -1.79% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,840 | 1,919 | 0.07% | 0.08% | 310 | +261 | 4.68% | Q1 2026 | May 19, 2026 |
| HSBC HOLDINGS PLC | History | New | 5,804 | 1,907 | 0.0% | — | 311 | +5,804 | New | Q1 2026 | Apr 30, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 5,693 | 1,871 | 0.67% | 0.6% | 312 | +165 | 2.98% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 5,637 | 1,852 | 0.01% | 0.01% | 313 | -935 | -14.23% | Q1 2026 | May 15, 2026 |
| Apeiron RIA LLC | History | Added to | 5,576 | 1,832 | 0.42% | 0.38% | 314 | +329 | 6.27% | Q1 2026 | Apr 27, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 5,897 | 1,826 | 0.03% | 0.01% | 315 | +2,800 | 90.41% | Q1 2026 | Apr 22, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | No change | 5,550 | 1,824 | 1.06% | 0.92% | 316 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| National Philanthropic Trust | History | Reduced | 5,541 | 1,821 | 0.02% | 0.02% | 317 | -108 | -1.91% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 5,514 | 1,812 | 0.02% | 0.02% | 318 | +672 | 13.88% | Q1 2026 | Apr 16, 2026 |
| Independent Wealth Network Inc. | History | Added to | 5,470 | 1,797 | 0.53% | 0.42% | 319 | +886 | 19.33% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 5,423 | 1,782 | 0.03% | 0.03% | 320 | +77 | 1.44% | Q1 2026 | Apr 27, 2026 |
| Moran Wealth Management, LLC | History | New | 5,420 | 1,781 | 0.05% | — | 321 | +5,420 | New | Q1 2026 | Apr 27, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 5,349 | 1,758 | 0.14% | 0.14% | 322 | -338 | -5.94% | Q1 2026 | Apr 01, 2026 |
| Greenspring Advisors, LLC | History | No change | 5,296 | 1,740 | 0.11% | 0.1% | 323 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 5,287 | 1,737 | 1.66% | 1.39% | 324 | +376 | 7.66% | Q1 2026 | Apr 14, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 5,249 | 1,725 | 0.96% | 0.91% | 325 | -369 | -6.57% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 5,234 | 1,720 | 0.17% | 0.16% | 326 | +89 | 1.73% | Q1 2026 | Apr 22, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 5,193 | 1,706 | 0.78% | 0.76% | 327 | -395 | -7.07% | Q1 2026 | Apr 27, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 5,135 | 1,687 | 0.4% | 0.36% | 328 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,122 | 1,683 | 0.02% | 0.02% | 329 | -58 | -1.12% | Q1 2026 | May 13, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 5,031 | 1,653 | 0.59% | 0.42% | 330 | +979 | 24.16% | Q1 2026 | Apr 16, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 4,995 | 1,641 | 1.01% | 0.91% | 331 | -1 | -0.02% | Q1 2026 | Apr 16, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,958 | 1,629 | 0.18% | 0.04% | 332 | +3,747 | 309.41% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,918 | 1,616 | 0.1% | 0.07% | 333 | -112 | -2.23% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,871 | 1,600 | 0.03% | 0.03% | 334 | +185 | 3.95% | Q1 2026 | May 11, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 4,867 | 1,599 | 0.38% | — | 335 | +4,867 | New | Q1 2026 | Apr 20, 2026 |
| Pacific Center for Financial Services | History | Added to | 4,766 | 1,566 | 0.4% | 0.33% | 336 | +24 | 0.51% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,740 | 1,557 | 0.04% | 0.04% | 337 | -658 | -12.19% | Q1 2026 | May 04, 2026 |
| PW Nova Financial Services LLC | History | New | 4,689 | 1,541 | 0.39% | — | 338 | +4,689 | New | Q1 2026 | Apr 15, 2026 |
| Northstar Advisory Group, LLC | History | New | 4,682 | 1,538 | 0.57% | — | 340 | +4,682 | New | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 4,681 | 1,538 | 0.01% | 0.01% | 339 | +197 | 4.39% | Q1 2026 | May 13, 2026 |
| RoundAngle Advisors LLC | History | Added to | 4,638 | 1,524 | 1.14% | 0.98% | 341 | +175 | 3.92% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,586 | 1,507 | 0.03% | 0.05% | 342 | -3,417 | -42.7% | Q1 2026 | Apr 17, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 4,576 | 1,503 | 0.14% | 0.13% | 343 | -188 | -3.95% | Q1 2026 | Apr 16, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 4,536 | 1,490 | 0.04% | 0.03% | 344 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LOM Asset Management Ltd | History | No change | 4,500 | 1,478 | 0.42% | 0.39% | 345 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,475 | 1,470 | 0.07% | 0.04% | 346 | +1,589 | 55.06% | Q1 2026 | Apr 24, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 4,459 | 1,465 | 0.36% | 0.33% | 347 | -59 | -1.31% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 4,454 | 1,463 | 0.08% | 0.07% | 348 | +2,374 | 114.13% | Q1 2026 | Apr 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,431 | 1,456 | 0.18% | 0.17% | 349 | -147 | -3.21% | Q1 2026 | May 05, 2026 |
| CITY HOLDING CO | History | Reduced | 4,419 | 1,452 | 0.18% | 0.17% | 350 | -217 | -4.68% | Q1 2026 | Apr 15, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 4,413 | 1,450 | 1.07% | 1.0% | 351 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 4,357 | 1,432 | 0.04% | 0.03% | 352 | +624 | 16.72% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,753 | 1,431 | 0.03% | 0.03% | 353 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 4,233 | 1,391 | 0.46% | 0.45% | 354 | -293 | -6.47% | Q1 2026 | Apr 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,192 | 1,377 | 0.26% | 0.26% | 355 | -146 | -3.37% | Q1 2026 | May 14, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 4,148 | 1,363 | 1.3% | 1.19% | 356 | +14 | 0.34% | Q1 2026 | May 04, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 4,134 | 1,358 | 0.02% | 0.01% | 357 | +2,093 | 102.55% | Q1 2026 | May 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 4,115 | 1,352 | 0.54% | 0.5% | 358 | -125 | -2.95% | Q1 2026 | May 14, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 3,001 | 1,350 | 0.4% | 0.34% | 360 | -269 | -8.23% | Q1 2026 | Apr 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 4,109 | 1,350 | 0.06% | 0.06% | 359 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 4,484 | 1,350 | 0.03% | 0.03% | 361 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alteri Wealth LLC | History | Reduced | 4,055 | 1,332 | 0.43% | 0.4% | 362 | -56 | -1.36% | Q1 2026 | May 06, 2026 |
| Ionic Capital Management LLC | History | Reduced | 4,048 | 1,330 | 0.1% | 0.16% | 363 | -167 | -3.96% | Q1 2026 | May 15, 2026 |
| McHugh Group, LLC | History | No change | 4,033 | 1,325 | 0.78% | 0.69% | 364 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 4,018 | 1,320 | 0.05% | 0.05% | 365 | +2 | 0.05% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 4,012 | 1,318 | 0.03% | 0.02% | 366 | +1,118 | 38.63% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 3,924 | 1,289 | 0.04% | 0.06% | 367 | -4,626 | -54.11% | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,909 | 1,284 | 0.03% | 0.02% | 368 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,886 | 1,277 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 10Elms LLP | History | Added to | 3,885 | 1,276 | 0.8% | 0.89% | 370 | +670 | 20.84% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,861 | 1,269 | 0.09% | 0.08% | 371 | +180 | 4.89% | Q1 2026 | May 05, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 3,825 | 1,257 | 0.35% | 0.31% | 372 | -226 | -5.58% | Q1 2026 | May 14, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 3,825 | 1,257 | 0.2% | 0.18% | 373 | +65 | 1.73% | Q1 2026 | May 04, 2026 |
| Tempo Wealth, LLC | History | Added to | 3,804 | 1,250 | 0.22% | 0.18% | 374 | +382 | 11.16% | Q1 2026 | May 14, 2026 |
| VVR Holdings LLC | History | Added to | 3,646 | 1,198 | 0.62% | 0.35% | 375 | +1,394 | 61.9% | Q1 2026 | Apr 16, 2026 |
| Whitford Management LLC | History | Added to | 3,645 | 1,197 | 1.22% | 0.87% | 376 | +805 | 28.35% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,601 | 1,183 | 0.01% | 0.01% | 377 | +36 | 1.01% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Added to | 3,595 | 1,181 | 0.21% | 0.19% | 378 | +158 | 4.6% | Q1 2026 | Apr 15, 2026 |
| Phoenix Financial Ltd. | History | Added to | 3,574 | 1,174 | 0.01% | 0.01% | 379 | +11 | 0.31% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | No change | 3,574 | 1,174 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 3,568 | 1,172 | 0.16% | 0.29% | 381 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 3,554 | 1,167 | 0.06% | 0.06% | 382 | -138 | -3.74% | Q1 2026 | Apr 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 3,549 | 1,166 | 0.56% | 0.58% | 383 | -734 | -17.14% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 3,545 | 1,164 | 0.08% | 0.07% | 384 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,510 | 1,153 | 0.08% | 0.06% | 385 | +589 | 20.16% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,455 | 1,135 | 0.03% | 0.03% | 386 | -526 | -13.21% | Q1 2026 | May 15, 2026 |
| Sargent Investment Group, LLC | History | No change | 3,450 | 1,133 | 0.15% | 0.13% | 387 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 3,365 | 1,105 | 0.08% | 0.08% | 388 | -198 | -5.56% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,340 | 1,097 | 0.0% | 0.0% | 389 | -332 | -9.04% | Q1 2026 | May 14, 2026 |
| Bulltick Wealth Management, LLC | History | New | 3,333 | 1,095 | 0.24% | — | 390 | +3,333 | New | Q1 2026 | Apr 27, 2026 |
| Wedmont Private Capital | History | Added to | 2,954 | 1,094 | 0.04% | 0.02% | 391 | +1,550 | 110.4% | Q1 2026 | Apr 09, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 3,294 | 1,082 | 0.56% | 0.46% | 392 | +311 | 10.43% | Q1 2026 | May 13, 2026 |
| Finley Financial, LLC | History | No change | 3,282 | 1,078 | 0.5% | 0.45% | 393 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 3,267 | 1,073 | 0.26% | 0.01% | 394 | +3,061 | 1485.92% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 3,263 | 1,072 | 0.58% | 0.62% | 395 | -445 | -12.0% | Q1 2026 | May 13, 2026 |
| Ground Swell Capital, LLC | History | New | 3,261 | 1,071 | 2.11% | — | 396 | +3,261 | New | Q1 2026 | Apr 21, 2026 |
| Somerset Trust Co | History | Added to | 3,245 | 1,066 | 0.33% | 0.29% | 397 | +120 | 3.84% | Q1 2026 | Apr 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 3,239 | 1,066 | 0.01% | 0.01% | 398 | -19 | -0.58% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | No change | 3,241 | 1,065 | 0.13% | 0.12% | 399 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,233 | 1,062 | 0.08% | 0.08% | 400 | -62 | -1.88% | Q1 2026 | Apr 08, 2026 |
| Lynx Investment Advisory | History | Added to | 3,207 | 1,053 | 0.5% | 0.52% | 402 | +45 | 1.42% | Q1 2026 | Apr 24, 2026 |
| Ironwood Financial, llc | History | Added to | 3,206 | 1,053 | 0.18% | 0.18% | 401 | +15 | 0.47% | Q1 2026 | Apr 16, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,174 | 1,043 | 0.05% | 0.04% | 403 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| McAdam, LLC | History | Added to | 3,149 | 1,034 | 0.05% | 0.04% | 404 | +102 | 3.35% | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,139 | 1,031 | 0.08% | 0.06% | 405 | +274 | 9.56% | Q1 2026 | May 04, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 2,976 | 1,027 | 0.28% | 0.28% | 406 | -107 | -3.47% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,119 | 1,024 | 0.01% | 0.01% | 407 | +87 | 2.87% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 3,111 | 1,022 | 0.02% | 0.02% | 408 | -905 | -22.53% | Q1 2026 | May 04, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 3,099 | 1,018 | 0.18% | 0.16% | 409 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 3,073 | 1,009 | 0.13% | 0.14% | 410 | -434 | -12.38% | Q1 2026 | Apr 20, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 3,067 | 1,008 | 0.46% | 0.44% | 411 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 3,049 | 1,001 | 0.76% | 0.76% | 412 | -221 | -6.76% | Q1 2026 | Apr 30, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 3,039 | 998 | 0.43% | 0.4% | 413 | -8 | -0.26% | Q1 2026 | May 07, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 3,032 | 996 | 0.45% | 0.39% | 414 | -24 | -0.79% | Q1 2026 | Apr 28, 2026 |
| ZEGA Investments, LLC | History | New | 3,002 | 986 | 0.11% | — | 415 | +3,002 | New | Q1 2026 | May 08, 2026 |
| Florin Court Capital LLP | History | Reduced | 3,000 | 985 | 3.72% | 4.07% | 416 | -6,700 | -69.07% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 2,371 | 985 | 0.01% | 0.01% | 417 | +300 | 14.49% | Q1 2026 | Apr 20, 2026 |
| GSG Advisors LLC | History | Added to | 3,000 | 985 | 0.26% | 0.23% | 418 | +2 | 0.07% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,997 | 984 | 0.02% | 0.02% | 419 | +55 | 1.87% | Q1 2026 | May 18, 2026 |
| Obermeyer Wealth Partners | History | Added to | 2,979 | 979 | 0.05% | 0.03% | 420 | +595 | 24.96% | Q1 2026 | Apr 20, 2026 |
| Westside Investment Management, Inc. | History | Added to | 2,973 | 977 | 0.15% | 0.14% | 421 | +78 | 2.69% | Q1 2026 | May 04, 2026 |
| Sepio Capital, LP | History | Reduced | 2,970 | 976 | 0.05% | 0.06% | 422 | -815 | -21.53% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,964 | 975 | 0.0% | 0.0% | 423 | -161 | -5.15% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,961 | 973 | 0.03% | 0.02% | 424 | +869 | 41.54% | Q1 2026 | May 11, 2026 |
| Brendel Financial Advisors LLC | History | New | 2,939 | 965 | 0.48% | — | 425 | +2,939 | New | Q1 2026 | Apr 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 2,896 | 951 | 0.29% | 0.33% | 426 | -352 | -10.84% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | Added to | 2,888 | 949 | 0.07% | 0.06% | 428 | +1,636 | 130.67% | Q1 2026 | Apr 28, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,889 | 949 | 0.21% | 0.2% | 427 | +77 | 2.74% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,885 | 948 | 0.07% | 0.06% | 429 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 2,844 | 934 | 0.02% | 0.01% | 430 | +178 | 6.68% | Q1 2026 | May 01, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 2,840 | 933 | 0.06% | 0.05% | 431 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Virtue Capital Management, LLC | History | Added to | 2,974 | 931 | 0.14% | 0.05% | 432 | +2,004 | 206.6% | Q1 2026 | May 07, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 2,824 | 928 | 0.3% | 0.41% | 433 | -1,362 | -32.54% | Q1 2026 | Apr 08, 2026 |
| Principle Wealth Partners LLC | History | No change | 2,806 | 922 | 0.05% | 0.05% | 434 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,803 | 921 | 0.03% | 0.04% | 435 | -635 | -18.47% | Q1 2026 | May 11, 2026 |
| Berbice Capital Management LLC | History | New | 2,800 | 920 | 0.6% | — | 436 | +2,800 | New | Q1 2026 | May 06, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 2,668 | 876 | 0.14% | 0.12% | 437 | +462 | 20.94% | Q1 2026 | Apr 30, 2026 |
| Gotham Asset Management, LLC | History | New | 2,659 | 873 | 0.0% | — | 438 | +2,659 | New | Q1 2026 | May 15, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 1,622 | 864 | 0.82% | 0.72% | 439 | +1 | 0.06% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 2,620 | 861 | 0.03% | 0.02% | 440 | +78 | 3.07% | Q1 2026 | Apr 27, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 2,619 | 860 | 0.03% | 0.04% | 441 | -1,178 | -31.02% | Q1 2026 | May 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 2,585 | 849 | 0.05% | 0.05% | 442 | -10 | -0.39% | Q1 2026 | Apr 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,578 | 847 | 0.01% | 0.0% | 443 | +40 | 1.58% | Q1 2026 | Apr 27, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | New | 2,569 | 844 | 0.62% | — | 444 | +2,569 | New | Q1 2026 | Apr 22, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 2,798 | 842 | 0.35% | 0.35% | 445 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,555 | 839 | 0.03% | 0.03% | 447 | -28 | -1.08% | Q1 2026 | May 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 2,554 | 839 | 0.12% | 0.11% | 446 | -27 | -1.05% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Reduced | 2,549 | 837 | 0.12% | 0.11% | 448 | -60 | -2.3% | Q1 2026 | Apr 22, 2026 |
| CVFG LLC | History | Added to | 2,546 | 836 | 0.1% | 0.48% | 449 | +241 | 10.46% | Q1 2026 | Apr 29, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 2,538 | 834 | 0.06% | 0.07% | 450 | -652 | -20.44% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | New | 2,537 | 833 | 0.0% | — | 451 | +2,537 | New | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 2,508 | 824 | 0.01% | 0.01% | 452 | -24 | -0.95% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,417 | 817 | 0.06% | 0.08% | 453 | -1,424 | -37.07% | Q1 2026 | May 01, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 2,471 | 812 | 0.34% | 0.31% | 454 | -58 | -2.29% | Q1 2026 | Apr 08, 2026 |
| National Wealth Management Group, LLC | History | Added to | 2,461 | 808 | 0.3% | 0.25% | 455 | +91 | 3.84% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,443 | 803 | 0.02% | 0.02% | 456 | +265 | 12.17% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,440 | 802 | 0.03% | 0.08% | 457 | -5,078 | -67.54% | Q1 2026 | Apr 07, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 2,441 | 802 | 0.06% | 0.05% | 458 | -33 | -1.33% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | Added to | 2,438 | 801 | 0.03% | 0.03% | 459 | +75 | 3.17% | Q1 2026 | Apr 30, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 2,295 | 789 | 0.46% | 0.36% | 461 | +350 | 17.99% | Q1 2026 | Apr 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,402 | 789 | 0.02% | 0.02% | 460 | -170 | -6.61% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 2,349 | 772 | 0.04% | 0.03% | 462 | +562 | 31.45% | Q1 2026 | May 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 2,347 | 771 | 0.09% | 0.07% | 463 | +121 | 5.44% | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 1,965 | 759 | 0.09% | 0.08% | 464 | -31 | -1.55% | Q1 2026 | Apr 22, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | New | 2,309 | 758 | 0.06% | — | 465 | +2,309 | New | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,291 | 752 | 0.03% | — | 466 | +2,291 | New | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,285 | 750 | 0.0% | 0.0% | 467 | +127 | 5.89% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 2,280 | 749 | 0.22% | 0.2% | 468 | +57 | 2.56% | Q1 2026 | Apr 30, 2026 |
| Rathbones Group PLC | History | No change | 2,275 | 747 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | Reduced | 2,272 | 746 | 0.0% | 0.03% | 470 | -13,508 | -85.6% | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | No change | 2,258 | 742 | 0.19% | 0.16% | 471 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2,252 | 740 | 0.19% | 0.18% | 472 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CHOREO, LLC | History | No change | 2,231 | 733 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Developers, LLC | History | No change | 2,218 | 728 | 0.66% | 0.6% | 474 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 2,212 | 727 | 0.08% | 0.08% | 475 | +1 | 0.05% | Q1 2026 | May 08, 2026 |
| Annex Advisory Services, LLC | History | Added to | 2,195 | 721 | 0.01% | 0.01% | 476 | +55 | 2.57% | Q1 2026 | Apr 16, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 2,188 | 719 | 0.21% | 0.2% | 477 | -96 | -4.2% | Q1 2026 | Apr 20, 2026 |
| Ignite Planners, LLC | History | Added to | 2,187 | 718 | 0.11% | 0.11% | 478 | +22 | 1.02% | Q1 2026 | Apr 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,170 | 713 | 0.6% | 0.55% | 479 | +18 | 0.84% | Q1 2026 | Apr 22, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 2,168 | 712 | 0.64% | 0.67% | 480 | +102 | 4.94% | Q1 2026 | Apr 23, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 2,161 | 710 | 0.17% | 0.06% | 481 | +1,447 | 202.66% | Q1 2026 | May 07, 2026 |
| PSI Advisors, LLC | History | Reduced | 2,146 | 705 | 0.17% | 0.24% | 482 | -4,209 | -66.23% | Q1 2026 | May 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 2,138 | 702 | 0.46% | 0.2% | 483 | +1,113 | 108.59% | Q1 2026 | May 07, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 2,135 | 701 | 0.2% | 0.18% | 484 | +33 | 1.57% | Q1 2026 | Apr 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,129 | 699 | 0.0% | 0.0% | 485 | -126 | -5.59% | Q1 2026 | Apr 30, 2026 |
| Bravias Capital Group, LLC | History | Added to | 2,123 | 697 | 0.46% | 0.35% | 486 | +221 | 11.62% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 2,114 | 694 | 0.2% | 0.21% | 487 | -62 | -2.85% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,105 | 691 | 0.06% | 0.04% | 488 | -203 | -8.8% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | No change | 2,079 | 683 | 0.2% | 0.18% | 489 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 2,050 | 673 | 0.01% | 0.01% | 490 | +55 | 2.76% | Q1 2026 | May 14, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 2,193 | 660 | 0.39% | 0.39% | 491 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 2,006 | 659 | 0.06% | 0.06% | 492 | +26 | 1.31% | Q1 2026 | Apr 27, 2026 |
| Bawa N Mallick Trust | History | No change | 2,000 | 657 | 0.27% | 0.22% | 493 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 1,969 | 647 | 0.02% | 0.02% | 494 | -182 | -8.46% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,968 | 646 | 0.01% | 0.0% | 495 | +686 | 53.51% | Q1 2026 | May 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 1,950 | 640 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,940 | 637 | 0.01% | 0.01% | 497 | +325 | 20.12% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,929 | 634 | 0.0% | 0.0% | 498 | +1,103 | 133.54% | Q1 2026 | Apr 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1,925 | 632 | 0.12% | 0.1% | 499 | -65 | -3.27% | Q1 2026 | May 20, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 1,903 | 625 | 0.03% | — | 500 | +1,903 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 1,889 | 620 | 0.02% | 0.04% | 501 | -2,794 | -59.66% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,857 | 610 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RB Capital Management, LLC | History | Reduced | 1,853 | 609 | 0.13% | 0.12% | 503 | -100 | -5.12% | Q1 2026 | May 14, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 1,825 | 599 | 0.61% | 0.53% | 504 | -69 | -3.64% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 1,817 | 597 | 0.08% | 0.07% | 506 | +65 | 3.71% | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,819 | 597 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 1,808 | 594 | 0.19% | 0.18% | 507 | -124 | -6.42% | Q1 2026 | May 19, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 1,800 | 591 | 0.53% | 0.52% | 509 | +46 | 2.62% | Q1 2026 | May 05, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 1,799 | 591 | 0.05% | 0.05% | 508 | +1 | 0.06% | Q1 2026 | May 07, 2026 |
| WBH ADVISORY INC | History | No change | 1,744 | 590 | 0.04% | 0.04% | 510 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| X-Square Capital, LLC | History | Added to | 1,789 | 588 | 0.2% | 0.18% | 511 | +11 | 0.62% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Added to | 1,781 | 585 | 0.07% | 0.07% | 512 | +33 | 1.89% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 1,775 | 583 | 0.14% | 0.25% | 513 | +875 | 97.22% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 1,761 | 578 | 0.03% | 0.03% | 514 | -49 | -2.71% | Q1 2026 | May 13, 2026 |
| Merrion Investment Management Co, LLC | History | Added to | 1,750 | 575 | 0.31% | 0.24% | 515 | +250 | 16.67% | Q1 2026 | Apr 23, 2026 |
| Avalon Trust Co | History | No change | 1,750 | 575 | 0.04% | 0.03% | 516 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 1,426 | 573 | 0.03% | 0.03% | 517 | -249 | -14.87% | Q1 2026 | Apr 20, 2026 |
| L & S Advisors Inc | History | Reduced | 1,733 | 569 | 0.07% | 0.05% | 518 | -43 | -2.42% | Q1 2026 | May 11, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 1,731 | 568 | 0.16% | 0.15% | 519 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 1,724 | 566 | 0.1% | 0.03% | 520 | +1,050 | 155.79% | Q1 2026 | May 06, 2026 |
| PEAK6 LLC | History | Reduced | 1,702 | 559 | 0.0% | 0.01% | 521 | -19,712 | -92.05% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 1,683 | 553 | 0.02% | 0.01% | 522 | +200 | 13.49% | Q1 2026 | May 12, 2026 |
| Welch Financial Planning, LLC | History | Added to | 1,680 | 552 | 0.4% | 0.36% | 523 | +41 | 2.5% | Q1 2026 | Apr 21, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 1,306 | 549 | 0.06% | 0.08% | 524 | -347 | -20.99% | Q1 2026 | May 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 1,667 | 547 | 0.37% | 0.38% | 525 | -20 | -1.19% | Q1 2026 | May 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,815 | 546 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | Reduced | 1,656 | 544 | 0.18% | 0.17% | 527 | -10 | -0.6% | Q1 2026 | May 19, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 1,653 | 543 | 0.38% | 0.38% | 529 | +101 | 6.51% | Q1 2026 | May 06, 2026 |
| Dakota Wealth Management | History | Added to | 1,655 | 543 | 0.01% | 0.01% | 528 | +44 | 2.73% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Reduced | 1,650 | 542 | 0.0% | 0.01% | 530 | -32,731 | -95.2% | Q1 2026 | May 15, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 1,573 | 541 | 0.29% | 0.28% | 531 | +1 | 0.06% | Q1 2026 | Apr 08, 2026 |
| NATIXIS | History | Added to | 1,639 | 538 | 0.0% | 0.0% | 532 | +15 | 0.92% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | New | 1,635 | 537 | 0.01% | — | 534 | +1,635 | New | Q1 2026 | Apr 17, 2026 |
| Madrid Wealth Management, LLC | History | No change | 1,636 | 537 | 0.41% | 0.4% | 533 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 1,621 | 532 | 0.16% | 0.15% | 535 | +1 | 0.06% | Q1 2026 | Apr 28, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 1,618 | 531 | 0.25% | 0.22% | 536 | -49 | -2.94% | Q1 2026 | Apr 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 1,586 | 521 | 0.06% | 0.05% | 537 | -32 | -1.98% | Q1 2026 | Apr 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,580 | 519 | 0.04% | 0.03% | 538 | +325 | 25.9% | Q1 2026 | Apr 30, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 1,501 | 516 | 0.03% | 0.03% | 539 | +1 | 0.07% | Q1 2026 | Apr 07, 2026 |
| Rinkey Investments | History | No change | 1,571 | 516 | 0.13% | 0.12% | 540 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 1,569 | 515 | 0.03% | 0.03% | 541 | -58 | -3.56% | Q1 2026 | Apr 15, 2026 |
| Delta Investment Management, LLC | History | Added to | 1,561 | 512 | 0.09% | 0.08% | 542 | +1 | 0.06% | Q1 2026 | May 12, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,698 | 511 | 0.02% | 0.02% | 543 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| COFG Advisors, LLC | History | Reduced | 1,553 | 510 | 0.13% | 0.13% | 544 | -194 | -11.1% | Q1 2026 | May 11, 2026 |
| Madrona Financial Services, LLC | History | Added to | 1,545 | 507 | 0.11% | 0.09% | 545 | +140 | 9.96% | Q1 2026 | Apr 14, 2026 |
| Buttonwood Financial Advisors Inc. | History | No change | 1,541 | 506 | 0.17% | 0.15% | 546 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,530 | 502 | 0.02% | 0.0% | 547 | +1,400 | 1076.92% | Q1 2026 | May 07, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,511 | 496 | 0.01% | 0.01% | 548 | +150 | 11.02% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 1,502 | 493 | 0.06% | 0.23% | 549 | -4,090 | -73.14% | Q1 2026 | May 15, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 1,501 | 493 | 0.18% | 0.17% | 550 | -42 | -2.72% | Q1 2026 | May 07, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 1,500 | 492 | 0.04% | — | 552 | +1,500 | New | Q1 2026 | May 15, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 1,500 | 492 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 1,492 | 490 | 0.25% | 0.11% | 554 | +810 | 118.77% | Q1 2026 | Apr 27, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 1,492 | 490 | 0.1% | 0.09% | 553 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 1,481 | 486 | 0.08% | 0.08% | 555 | -73 | -4.7% | Q1 2026 | May 12, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 1,481 | 486 | 0.5% | 0.45% | 556 | +14 | 0.95% | Q1 2026 | May 13, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 1,477 | 485 | 0.15% | 0.16% | 557 | -400 | -21.31% | Q1 2026 | May 15, 2026 |
| JT Stratford LLC | History | Added to | 1,460 | 479 | 0.06% | 0.05% | 558 | +38 | 2.67% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 2,545 | 478 | 0.16% | — | 560 | +2,545 | New | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 1,455 | 478 | 0.01% | 0.01% | 559 | -132 | -8.32% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 1,454 | 477 | 0.03% | 0.02% | 561 | -104 | -6.68% | Q1 2026 | May 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 1,454 | 477 | 0.05% | 0.04% | 562 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Centerpoint Advisory Group | History | New | 1,441 | 473 | 0.36% | — | 563 | +1,441 | New | Q1 2026 | Apr 29, 2026 |
| Betterment LLC | History | Added to | 1,435 | 472 | 0.0% | 0.0% | 564 | +632 | 78.7% | Q1 2026 | May 14, 2026 |
| WELCH & FORBES LLC | History | No change | 1,434 | 471 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 1,415 | 465 | 0.16% | 0.14% | 566 | +86 | 6.47% | Q1 2026 | Apr 09, 2026 |
| Parker Investment Management, LLC | History | New | 1,409 | 463 | 0.07% | — | 567 | +1,409 | New | Q1 2026 | May 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,401 | 460 | 0.01% | — | 568 | +1,401 | New | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 1,240 | 459 | 0.13% | 0.15% | 569 | -422 | -25.39% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 1,393 | 457 | 0.02% | 0.02% | 570 | +104 | 8.07% | Q1 2026 | Apr 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 1,390 | 456 | 0.07% | 0.07% | 571 | -119 | -7.89% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 1,386 | 455 | 0.14% | 0.19% | 572 | -732 | -34.56% | Q1 2026 | May 08, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 1,382 | 454 | 0.03% | 0.4% | 573 | -23,367 | -94.42% | Q1 2026 | Apr 29, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 1,354 | 444 | 0.33% | 0.25% | 574 | +184 | 15.73% | Q1 2026 | Apr 17, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 1,349 | 443 | 0.03% | 0.03% | 575 | -93 | -6.45% | Q1 2026 | Apr 27, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 1,337 | 439 | 0.0% | 0.0% | 576 | -373 | -21.81% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,337 | 439 | 0.0% | 0.0% | 577 | +187 | 16.26% | Q1 2026 | May 13, 2026 |
| Andina Capital Management, LLC | History | Reduced | 1,337 | 439 | 0.39% | 0.26% | 579 | -89 | -6.24% | Q1 2026 | Apr 17, 2026 |
| Allie Family Office LLC | History | No change | 1,338 | 439 | 0.19% | 0.19% | 578 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | No change | 1,337 | 439 | 0.06% | 0.05% | 580 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,331 | 437 | 0.0% | 0.01% | 581 | -1,535 | -53.56% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,331 | 437 | 0.08% | 0.04% | 582 | +616 | 86.15% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | Added to | 1,328 | 436 | 0.01% | 0.01% | 583 | +41 | 3.19% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Reduced | 1,305 | 428 | 0.01% | 0.01% | 584 | -284 | -17.87% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 1,295 | 425 | 0.02% | 0.02% | 586 | +193 | 17.51% | Q1 2026 | May 12, 2026 |
| Trust Point Inc. | History | No change | 1,296 | 425 | 0.04% | 0.03% | 585 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 1,290 | 424 | 0.02% | 0.02% | 587 | -22 | -1.68% | Q1 2026 | May 15, 2026 |
| Investment Management Trust, LLC | History | New | 1,285 | 422 | 0.41% | — | 588 | +1,285 | New | Q1 2026 | Apr 24, 2026 |
| Wealth Management Partners, LLC | History | Added to | 1,276 | 419 | 0.12% | 0.08% | 589 | +295 | 30.07% | Q1 2026 | Apr 17, 2026 |
| MWA Asset Management | History | Added to | 1,277 | 419 | 0.23% | 0.21% | 590 | +12 | 0.95% | Q1 2026 | May 13, 2026 |
| Busey Bank | History | No change | 1,272 | 418 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 1,266 | 416 | 0.05% | 0.04% | 592 | +173 | 15.83% | Q1 2026 | May 06, 2026 |
| GERBER, LLC | History | Added to | 1,267 | 416 | 0.23% | 0.21% | 593 | +1 | 0.08% | Q1 2026 | Apr 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 1,264 | 415 | 0.02% | 0.02% | 594 | +1 | 0.08% | Q1 2026 | Apr 20, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 1,255 | 411 | 0.0% | 0.0% | 595 | +19 | 1.54% | Q1 2026 | May 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 1,249 | 410 | 0.06% | — | 596 | +1,249 | New | Q1 2026 | May 06, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 1,239 | 407 | 0.23% | 0.23% | 598 | -99 | -7.4% | Q1 2026 | May 13, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 1,241 | 407 | 0.03% | 0.03% | 597 | +1 | 0.08% | Q1 2026 | Apr 13, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 1,234 | 405 | 0.01% | 0.01% | 600 | +504 | 69.04% | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 1,234 | 405 | 0.01% | 0.01% | 599 | -25 | -1.99% | Q1 2026 | May 01, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 1,032 | 405 | 0.12% | 0.11% | 601 | +1 | 0.1% | Q1 2026 | Apr 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,230 | 404 | 0.02% | 0.02% | 602 | +28 | 2.33% | Q1 2026 | Apr 13, 2026 |
| XML Financial, LLC | History | Reduced | 1,226 | 403 | 0.03% | 0.03% | 604 | -126 | -9.32% | Q1 2026 | Apr 16, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,228 | 403 | 0.02% | 0.02% | 603 | +1 | 0.08% | Q1 2026 | Apr 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 1,223 | 402 | 0.05% | 0.05% | 605 | +41 | 3.47% | Q1 2026 | May 12, 2026 |
| Global View Capital Management LLC | History | Added to | 1,199 | 394 | 0.1% | 0.07% | 606 | +9 | 0.76% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,269 | 393 | 0.01% | 0.02% | 607 | -37 | -2.83% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | No change | 1,191 | 391 | 0.06% | 0.06% | 608 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,184 | 389 | 0.01% | 0.01% | 609 | +39 | 3.41% | Q1 2026 | Apr 29, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 1,174 | 385 | 0.22% | 0.21% | 610 | +68 | 6.15% | Q1 2026 | Apr 22, 2026 |
| Point72 Asset Management, L.P. | History | New | 1,170 | 384 | 0.0% | — | 611 | +1,170 | New | Q1 2026 | May 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 1,168 | 383 | 0.25% | 0.23% | 612 | -15 | -1.27% | Q1 2026 | Apr 24, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 1,163 | 382 | 0.22% | 0.15% | 614 | +279 | 31.56% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,163 | 382 | 0.08% | 0.07% | 613 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,151 | 378 | 0.01% | 0.0% | 616 | +567 | 97.09% | Q1 2026 | May 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,150 | 378 | 0.12% | 0.11% | 615 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning, LLC | History | No change | 1,137 | 373 | 0.08% | 0.08% | 617 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 1,134 | 372 | 0.02% | 0.03% | 618 | -1,200 | -51.41% | Q1 2026 | Apr 30, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 827 | 372 | 0.02% | 0.02% | 619 | -9 | -1.08% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 1,124 | 369 | 0.02% | — | 621 | +1,124 | New | Q1 2026 | Apr 15, 2026 |
| Councilmark Asset Management, LLC | History | No change | 1,125 | 369 | 0.21% | 0.19% | 620 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Summa Corp. | History | Reduced | 1,120 | 368 | 0.15% | 0.16% | 622 | -100 | -8.2% | Q1 2026 | Apr 30, 2026 |
| Sonoma Allocations LLC | History | New | 1,057 | 366 | 0.13% | — | 623 | +1,057 | New | Q1 2026 | May 19, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 1,110 | 364 | 0.01% | 0.01% | 624 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 1,106 | 363 | 0.19% | 0.19% | 626 | +40 | 3.75% | Q1 2026 | Apr 14, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 1,105 | 363 | 0.12% | 0.12% | 625 | -32 | -2.81% | Q1 2026 | May 15, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 1,095 | 359 | 0.07% | 0.06% | 627 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | No change | 1,092 | 358 | 0.07% | 0.07% | 628 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 1,084 | 356 | 0.12% | 0.11% | 629 | -3 | -0.28% | Q1 2026 | Apr 29, 2026 |
| S Harris Financial Group, LLC | History | Added to | 1,086 | 356 | 0.32% | 0.31% | 630 | +1 | 0.09% | Q1 2026 | Apr 21, 2026 |
| Accredited Investors Inc. | History | Added to | 1,072 | 352 | 0.02% | 0.02% | 631 | +52 | 5.1% | Q1 2026 | Apr 30, 2026 |
| Essex Bank | History | No change | 1,074 | 352 | 0.08% | 0.07% | 632 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LRI Investments, LLC | History | No change | 1,068 | 351 | 0.03% | 0.03% | 633 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,062 | 348 | 0.1% | — | 635 | +1,062 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1,062 | 348 | 0.1% | 0.1% | 634 | -39 | -3.54% | Q1 2026 | May 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 1,050 | 345 | 0.19% | 0.16% | 636 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 1,045 | 343 | 0.18% | 0.12% | 639 | +250 | 31.45% | Q1 2026 | May 14, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 1,045 | 343 | 0.14% | 0.13% | 638 | -33 | -3.06% | Q1 2026 | Apr 22, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,044 | 343 | 0.07% | 0.06% | 637 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 1,040 | 341 | 0.05% | — | 641 | +1,040 | New | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,040 | 341 | 0.01% | 0.01% | 640 | -296 | -22.16% | Q1 2026 | Apr 15, 2026 |
| Glenview Trust Co | History | Added to | 1,037 | 340 | 0.01% | 0.0% | 642 | +7 | 0.68% | Q1 2026 | May 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 1,030 | 338 | 0.04% | 0.03% | 643 | +165 | 19.08% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,027 | 337 | 0.05% | 0.11% | 644 | -1,704 | -62.39% | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 1,025 | 336 | 0.02% | 0.02% | 645 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kathmere Capital Management, LLC | History | No change | 1,022 | 335 | 0.02% | 0.02% | 646 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,021 | 335 | 0.17% | 0.16% | 647 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 1,018 | 334 | 0.03% | 0.02% | 648 | +231 | 29.35% | Q1 2026 | Apr 22, 2026 |
| Waldron Private Wealth LLC | History | Added to | 1,014 | 333 | 0.01% | 0.01% | 649 | +30 | 3.05% | Q1 2026 | Apr 10, 2026 |
| Calydon Capital | History | Added to | 1,012 | 332 | 0.05% | 0.05% | 650 | +1 | 0.1% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Reduced | 1,007 | 330 | 0.01% | 0.01% | 651 | -400 | -28.43% | Q1 2026 | Apr 16, 2026 |
| Shay Capital LLC | History | New | 1,000 | 328 | 0.03% | — | 652 | +1,000 | New | Q1 2026 | May 15, 2026 |
| Petix & Botte Co | History | New | 1,000 | 328 | 0.07% | — | 653 | +1,000 | New | Q1 2026 | Apr 30, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 998 | 327 | 0.15% | 0.14% | 654 | +1 | 0.1% | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 988 | 324 | 0.03% | 0.02% | 655 | +175 | 21.53% | Q1 2026 | Apr 30, 2026 |
| Keel Point, LLC | History | No change | 1,078 | 324 | 0.02% | 0.02% | 656 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 985 | 323 | 0.0% | 0.0% | 659 | -564 | -36.41% | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 710 | 323 | 0.07% | 0.06% | 658 | +6 | 0.85% | Q1 2026 | Apr 28, 2026 |
| Sculati Wealth Management, LLC | History | No change | 983 | 323 | 0.12% | 0.1% | 657 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Certified Advisory Corp | History | Added to | 981 | 322 | 0.03% | 0.03% | 660 | +54 | 5.83% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 979 | 321 | 0.0% | 0.0% | 661 | -40 | -3.93% | Q1 2026 | May 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 973 | 319 | 0.01% | 0.01% | 662 | -301 | -23.63% | Q1 2026 | Apr 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | New | 967 | 317 | 0.04% | — | 663 | +967 | New | Q1 2026 | May 13, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 959 | 315 | 0.24% | 0.22% | 664 | -44 | -4.39% | Q1 2026 | May 08, 2026 |
| TORONTO DOMINION BANK | History | Added to | 957 | 314 | 0.0% | 0.0% | 665 | +930 | 3444.44% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 957 | 314 | 0.02% | 0.01% | 666 | -30 | -3.04% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 950 | 312 | 0.01% | 0.01% | 667 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 947 | 311 | 0.13% | 0.12% | 668 | +1 | 0.11% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 944 | 310 | 0.01% | 0.01% | 669 | -23 | -2.38% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | New | 941 | 309 | 0.0% | — | 670 | +941 | New | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Reduced | 939 | 308 | 0.05% | 0.05% | 672 | -110 | -10.49% | Q1 2026 | Apr 16, 2026 |
| Chicago Capital, LLC | History | No change | 939 | 308 | 0.01% | 0.01% | 671 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 660 | 304 | 0.0% | 0.0% | 673 | -17 | -2.51% | Q1 2026 | May 06, 2026 |
| Acropolis Investment Management, LLC | History | No change | 923 | 303 | 0.01% | 0.01% | 674 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rice Partnership, LLC | History | Added to | 917 | 301 | 0.04% | 0.04% | 675 | +15 | 1.66% | Q1 2026 | May 07, 2026 |
| Detalus Advisors, LLC | History | Reduced | 917 | 301 | 0.07% | 0.07% | 676 | -7 | -0.76% | Q1 2026 | Apr 22, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 916 | 301 | 0.14% | 0.11% | 677 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | No change | 915 | 300 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 913 | 300 | 0.02% | 0.01% | 679 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 912 | 299 | 0.02% | 0.02% | 680 | +107 | 13.29% | Q1 2026 | Apr 17, 2026 |
| Samara Investment Management, LLC | History | New | 900 | 295 | 0.31% | — | 682 | +900 | New | Q1 2026 | May 07, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 899 | 295 | 0.02% | 0.02% | 681 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 897 | 294 | 0.0% | 0.0% | 683 | +25 | 2.87% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 697 | 293 | 0.02% | 0.02% | 684 | -51 | -6.82% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 874 | 287 | 0.04% | 0.03% | 685 | +38 | 4.55% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 954 | 287 | 0.08% | 0.08% | 686 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 859 | 282 | 0.07% | 0.07% | 687 | +59 | 7.38% | Q1 2026 | Apr 16, 2026 |
| Goelzer Investment Management, Inc. | History | New | 853 | 280 | 0.01% | — | 689 | +853 | New | Q1 2026 | Apr 09, 2026 |
| Blue Trust, Inc. | History | Added to | 853 | 280 | 0.0% | 0.0% | 688 | +677 | 384.66% | Q1 2026 | Apr 20, 2026 |
| BCS Wealth Management | History | Reduced | 848 | 278 | 0.06% | 0.05% | 690 | -850 | -50.06% | Q1 2026 | Apr 17, 2026 |
| Davis Investment Partners, LLC | History | No change | 847 | 278 | 0.1% | 0.09% | 691 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 843 | 277 | 0.02% | 0.02% | 692 | -14 | -1.63% | Q1 2026 | Apr 07, 2026 |
| SIH Partners, LLLP | History | Reduced | 840 | 276 | 0.0% | 0.01% | 693 | -1,628 | -65.96% | Q1 2026 | May 15, 2026 |
| First Financial Group Corp | History | Added to | 834 | 274 | 0.22% | 0.21% | 695 | +1 | 0.12% | Q1 2026 | Apr 22, 2026 |
| Clarus Group, Inc. | History | No change | 835 | 274 | 0.1% | 0.09% | 694 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 828 | 272 | 0.07% | 0.07% | 696 | -237 | -22.25% | Q1 2026 | Apr 17, 2026 |
| Wick Capital Partners, LLC | History | New | 825 | 271 | 0.05% | — | 699 | +825 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 827 | 271 | 0.0% | 0.0% | 697 | +591 | 250.42% | Q1 2026 | May 06, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 825 | 271 | 0.0% | 0.0% | 698 | -75 | -8.33% | Q1 2026 | May 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 823 | 270 | 0.03% | 0.03% | 700 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KTF INVESTMENTS, LLC | History | No change | 824 | 270 | 0.05% | 0.04% | 701 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TAGStone Capital, Inc. | History | New | 820 | 269 | 0.1% | — | 703 | +820 | New | Q1 2026 | May 11, 2026 |
| JB Capital LLC | History | Reduced | 819 | 269 | 0.01% | 0.01% | 702 | -4 | -0.49% | Q1 2026 | Apr 27, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 816 | 268 | 0.01% | 0.01% | 704 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 892 | 268 | 0.02% | 0.02% | 705 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HF Advisory Group, LLC | History | Reduced | 812 | 266 | 0.09% | 0.09% | 706 | -63 | -7.2% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 807 | 265 | 0.01% | 0.01% | 707 | -469 | -36.76% | Q1 2026 | May 15, 2026 |
| Fielder Capital Group LLC | History | Reduced | 804 | 264 | 0.06% | 0.07% | 708 | -300 | -27.17% | Q1 2026 | May 12, 2026 |
| TORNO CAPITAL, LLC | History | New | 800 | 262 | 0.04% | — | 710 | +800 | New | Q1 2026 | May 15, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 799 | 262 | 0.21% | 0.21% | 709 | -36 | -4.31% | Q1 2026 | Apr 09, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 797 | 261 | 0.0% | 0.0% | 711 | -461 | -36.65% | Q1 2026 | May 05, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 795 | 261 | 0.15% | 0.12% | 713 | +84 | 11.81% | Q1 2026 | Apr 27, 2026 |
| Ariadne Wealth Management, LP | History | No change | 795 | 261 | 0.12% | 0.12% | 712 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | Reduced | 790 | 259 | 0.06% | 0.07% | 716 | -143 | -15.33% | Q1 2026 | Apr 13, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 1,349 | 259 | 0.08% | 0.07% | 715 | +67 | 5.23% | Q1 2026 | Apr 23, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 790 | 259 | 0.0% | 0.0% | 714 | +7 | 0.89% | Q1 2026 | May 01, 2026 |
| Olistico Wealth, LLC | History | No change | 785 | 258 | 0.13% | 0.12% | 717 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Park Place Capital Corp | History | New | 782 | 257 | 0.05% | — | 719 | +782 | New | Q1 2026 | Apr 09, 2026 |
| BCO Wealth Management LLC | History | Added to | 784 | 257 | 0.15% | 0.13% | 718 | +84 | 12.0% | Q1 2026 | Apr 16, 2026 |
| Bigelow Investment Advisors, LLC | History | New | 781 | 256 | 0.1% | — | 720 | +781 | New | Q1 2026 | Apr 23, 2026 |
| Hyposwiss Advisors SA | History | Added to | 774 | 254 | 0.25% | 0.02% | 722 | +714 | 1190.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 741 | 254 | 0.01% | 0.01% | 721 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 771 | 253 | 0.01% | 0.01% | 723 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Main Street Research LLC | History | No change | 771 | 253 | 0.01% | 0.01% | 724 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Brooklyn FI, LLC | History | No change | 767 | 252 | 0.05% | 0.05% | 725 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Carrera Capital Advisors | History | Reduced | 759 | 249 | 0.04% | 0.04% | 726 | -3 | -0.39% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Reduced | 754 | 247 | 0.01% | 0.01% | 728 | -460 | -37.89% | Q1 2026 | May 15, 2026 |
| HCR Wealth Advisors | History | Added to | 752 | 247 | 0.03% | 0.02% | 727 | +29 | 4.01% | Q1 2026 | Apr 21, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 753 | 247 | 0.12% | 0.11% | 729 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Commerce Advisors, LLC | History | New | 750 | 246 | 0.21% | — | 732 | +750 | New | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 749 | 246 | 0.0% | 0.0% | 731 | +39 | 5.49% | Q1 2026 | May 07, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | No change | 750 | 246 | 0.04% | 0.03% | 730 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Southeast Asset Advisors, LLC | History | New | 745 | 244 | 0.03% | — | 734 | +745 | New | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 745 | 244 | 0.02% | 0.03% | 733 | -217 | -22.56% | Q1 2026 | Apr 16, 2026 |
| Leo Wealth, LLC | History | New | 737 | 242 | 0.02% | — | 735 | +737 | New | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 555 | 241 | 0.3% | 0.66% | 736 | -1,042 | -65.25% | Q1 2026 | Apr 29, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 731 | 240 | 0.01% | 0.07% | 737 | -7,368 | -90.97% | Q1 2026 | May 18, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 730 | 239 | 0.03% | 0.03% | 739 | +17 | 2.38% | Q1 2026 | Apr 13, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 730 | 239 | 0.13% | 0.13% | 740 | -6 | -0.82% | Q1 2026 | Apr 16, 2026 |
| Omega Financial Group, LLC | History | No change | 729 | 239 | 0.08% | 0.07% | 738 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cresta Advisors, Ltd. | History | No change | 726 | 238 | 0.1% | 0.09% | 741 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 723 | 237 | 0.11% | 0.11% | 743 | -88 | -10.85% | Q1 2026 | Apr 08, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 723 | 237 | 0.15% | 0.15% | 742 | +1 | 0.14% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 719 | 236 | 0.0% | 0.0% | 744 | -5 | -0.69% | Q1 2026 | Apr 20, 2026 |
| Journey Advisory Group, LLC | History | No change | 720 | 236 | 0.02% | 0.02% | 745 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | New | 714 | 234 | 0.04% | — | 746 | +714 | New | Q1 2026 | Apr 15, 2026 |
| Empirical Asset Management, LLC | History | New | 709 | 233 | 0.06% | — | 748 | +709 | New | Q1 2026 | May 11, 2026 |
| ProVise Management Group, LLC | History | Reduced | 710 | 233 | 0.02% | 0.02% | 747 | -7 | -0.98% | Q1 2026 | May 06, 2026 |
| Prostatis Group LLC | History | New | 705 | 231 | 0.06% | — | 751 | +705 | New | Q1 2026 | May 12, 2026 |
| Capital Squared Financial LLC | History | Added to | 704 | 231 | 0.18% | 0.16% | 750 | +1 | 0.14% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | No change | 704 | 231 | 0.01% | 0.01% | 749 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 699 | 229 | 0.01% | 0.01% | 752 | -404 | -36.63% | Q1 2026 | Apr 28, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 692 | 227 | 0.04% | — | 754 | +692 | New | Q1 2026 | Apr 28, 2026 |
| Breakwater Capital Group | History | Reduced | 693 | 227 | 0.03% | 0.03% | 753 | -10 | -1.42% | Q1 2026 | Apr 20, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 689 | 226 | 0.18% | 0.17% | 756 | +1 | 0.15% | Q1 2026 | Apr 27, 2026 |
| Keebeck Wealth Management | History | No change | 690 | 226 | 0.03% | 0.02% | 755 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 685 | 225 | 0.57% | 0.48% | 757 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 683 | 224 | 0.01% | 0.01% | 758 | -150 | -18.01% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 683 | 224 | 0.01% | 0.01% | 759 | +4 | 0.59% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 683 | 224 | 0.03% | 0.03% | 760 | +4 | 0.59% | Q1 2026 | Apr 28, 2026 |
| Darden Wealth Group Inc | History | No change | 683 | 224 | 0.11% | 0.1% | 761 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Farringdon Capital, Ltd. | History | New | 680 | 223 | 0.05% | — | 763 | +680 | New | Q1 2026 | May 15, 2026 |
| Round Rock Advisors LLC | History | No change | 681 | 223 | 0.03% | 0.03% | 762 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 678 | 222 | 0.0% | 0.0% | 765 | +3 | 0.44% | Q1 2026 | May 15, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 676 | 222 | 0.04% | 0.03% | 764 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| J.Safra Asset Management Corp | History | No change | 665 | 218 | 0.01% | 0.01% | 766 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GenTrust, LLC | History | New | 660 | 216 | 0.01% | — | 768 | +660 | New | Q1 2026 | Apr 27, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 660 | 216 | 0.02% | — | 769 | +660 | New | Q1 2026 | Apr 21, 2026 |
| Bowman & Co S.C. | History | No change | 718 | 216 | 0.09% | 0.09% | 767 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 657 | 215 | 0.01% | 0.01% | 770 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Performance Wealth Partners, LLC | History | New | 654 | 214 | 0.01% | — | 771 | +654 | New | Q1 2026 | Apr 10, 2026 |
| Friedenthal Financial | History | New | 648 | 212 | 0.11% | — | 772 | +648 | New | Q1 2026 | Apr 20, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | New | 647 | 212 | 0.11% | — | 773 | +647 | New | Q1 2026 | Apr 20, 2026 |
| Facet Wealth, Inc. | History | New | 645 | 211 | 0.0% | — | 775 | +645 | New | Q1 2026 | May 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 645 | 211 | 0.02% | 0.02% | 774 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 639 | 210 | 0.01% | 0.01% | 776 | -101 | -13.65% | Q1 2026 | May 18, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 641 | 210 | 0.13% | 0.11% | 777 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | New | 634 | 208 | 0.0% | — | 778 | +634 | New | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | New | 634 | 208 | 0.01% | — | 779 | +634 | New | Q1 2026 | Apr 27, 2026 |
| MPS Loria Financial Planners, LLC | History | New | 628 | 206 | 0.05% | — | 780 | +628 | New | Q1 2026 | May 08, 2026 |
| Plotkin Financial Advisors, LLC | History | New | 624 | 205 | 0.1% | — | 782 | +624 | New | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Reduced | 625 | 205 | 0.03% | 0.04% | 781 | -164 | -20.79% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | New | 621 | 204 | 0.01% | — | 783 | +621 | New | Q1 2026 | May 08, 2026 |
| Geometric Wealth Advisors | History | New | 615 | 202 | 0.03% | — | 784 | +615 | New | Q1 2026 | May 13, 2026 |
| Forum Finance Group S.A. | History | New | 725 | 201 | 0.11% | — | 785 | +725 | New | Q1 2026 | May 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 600 | 197 | 0.01% | 0.01% | 786 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 600 | 197 | 0.02% | 0.01% | 787 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 571 | 187 | 0.03% | 0.03% | 788 | +88 | 18.22% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | Added to | 557 | 183 | 0.03% | 0.01% | 789 | +243 | 77.39% | Q1 2026 | May 05, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 555 | 182 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Silicon Valley Capital Partners | History | Added to | 552 | 181 | 0.02% | 0.02% | 791 | +1 | 0.18% | Q1 2026 | May 19, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 550 | 180 | 0.0% | 0.0% | 792 | -57 | -9.39% | Q1 2026 | Apr 07, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 543 | 178 | 0.09% | 0.08% | 793 | +13 | 2.45% | Q1 2026 | May 15, 2026 |
| Tacita Capital Inc | History | No change | 540 | 177 | 0.1% | 0.09% | 794 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | Added to | 522 | 171 | 0.04% | 0.04% | 795 | +1 | 0.19% | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | Added to | 516 | 169 | 0.0% | 0.0% | 796 | +494 | 2245.45% | Q1 2026 | Apr 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 562 | 169 | 0.05% | 0.05% | 797 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 509 | 167 | 0.26% | — | 798 | +509 | New | Q1 2026 | May 04, 2026 |
| Stelac Advisory Services LLC | History | New | 500 | 164 | 0.03% | — | 800 | +500 | New | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | No change | 501 | 164 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 498 | 163 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SWAN Capital LLC | History | No change | 468 | 153 | 0.06% | 0.05% | 802 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 462 | 151 | 0.02% | 0.02% | 803 | +25 | 5.72% | Q1 2026 | Apr 29, 2026 |
| EFG International AG | History | Added to | 450 | 148 | 0.0% | 0.0% | 804 | +26 | 6.13% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 450 | 147 | 0.01% | 0.01% | 805 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 450 | 147 | 0.07% | 0.07% | 806 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 439 | 144 | 0.04% | 0.04% | 808 | -25 | -5.39% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 440 | 144 | 0.01% | 0.01% | 807 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 403 | 132 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 400 | 131 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| MATHER GROUP, LLC. | History | New | 387 | 127 | 0.0% | — | 811 | +387 | New | Q1 2026 | Apr 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 420 | 126 | 0.01% | 0.01% | 812 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 381 | 125 | 0.03% | 0.01% | 813 | +150 | 64.94% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 377 | 124 | 0.0% | 0.0% | 814 | +252 | 201.6% | Q1 2026 | May 14, 2026 |
| Benson Wealth Management INC | History | No change | 379 | 124 | 0.17% | 0.13% | 815 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 375 | 123 | 0.01% | 0.04% | 817 | -649 | -63.38% | Q1 2026 | Apr 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 410 | 123 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 373 | 122 | 0.07% | — | 818 | +373 | New | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 400 | 120 | 0.01% | 0.01% | 819 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NBC SECURITIES, INC. | History | Added to | 355 | 116 | 0.01% | 0.01% | 820 | +15 | 4.41% | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 348 | 114 | 0.0% | — | 822 | +348 | New | Q1 2026 | Apr 29, 2026 |
| Canton Hathaway, LLC | History | No change | 348 | 114 | 0.02% | 0.02% | 821 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 333 | 109 | 0.01% | 0.01% | 823 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Roxbury Financial LLC | History | Reduced | 305 | 100 | 0.09% | 0.09% | 825 | -22 | -6.73% | Q1 2026 | Apr 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 306 | 100 | 0.02% | 0.02% | 824 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Solstein Capital, LLC | History | New | 300 | 98 | 0.04% | — | 827 | +300 | New | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | No change | 300 | 98 | 0.01% | 0.01% | 826 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 275 | 90 | 0.01% | 0.01% | 828 | -170 | -38.2% | Q1 2026 | Apr 10, 2026 |
| Ransom Advisory, Ltd | History | No change | 300 | 90 | 0.04% | 0.04% | 829 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 266 | 87 | 0.0% | 0.0% | 830 | +82 | 44.57% | Q1 2026 | May 08, 2026 |
| Aventura Private Wealth, LLC | History | New | 248 | 81 | 0.03% | — | 831 | +248 | New | Q1 2026 | May 05, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 243 | 79 | 0.02% | 0.02% | 832 | -89 | -26.81% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 222 | 72 | 0.0% | 0.0% | 833 | +10 | 4.72% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 222 | 72 | 0.01% | 0.01% | 834 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 217 | 71 | 0.01% | 0.01% | 835 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 213 | 70 | 0.01% | 0.01% | 836 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EPG Wealth Management LLC | History | No change | 210 | 69 | 0.02% | 0.02% | 837 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | No change | 206 | 68 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 199 | 67 | 0.0% | 0.01% | 839 | -160 | -44.57% | Q1 2026 | Apr 27, 2026 |
| Basepoint Wealth LLC | History | No change | 204 | 67 | 0.04% | 0.04% | 840 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 200 | 65 | 0.06% | 0.03% | 841 | +109 | 119.78% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 193 | 63 | 0.0% | 0.0% | 842 | +7 | 3.76% | Q1 2026 | Apr 06, 2026 |
| CX Institutional | History | Reduced | 179 | 59 | 0.0% | 0.0% | 843 | -23 | -11.39% | Q1 2026 | Apr 06, 2026 |
| Opal Wealth Advisors, LLC | History | New | 179 | 58 | 0.01% | — | 844 | +179 | New | Q1 2026 | Apr 14, 2026 |
| Align Financial, LLC | History | Reduced | 165 | 54 | 0.03% | 0.03% | 845 | -49,554 | -99.67% | Q1 2026 | May 08, 2026 |
| Morse Asset Management, Inc | History | Reduced | 162 | 53 | 0.01% | 0.01% | 846 | -5 | -2.99% | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | Reduced | 150 | 49 | 0.01% | 0.01% | 851 | -9 | -5.66% | Q1 2026 | May 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 150 | 49 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wellington Shields & Co., LLC | History | No change | 150 | 49 | 0.01% | 0.01% | 848 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Truvestments Capital LLC | History | No change | 150 | 49 | 0.01% | 0.01% | 849 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 150 | 49 | 0.01% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 137 | 45 | 0.0% | 0.22% | 852 | -29,623 | -99.54% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Reduced | 133 | 45 | 0.01% | 0.01% | 853 | -7 | -5.0% | Q1 2026 | May 11, 2026 |
| ALLIANZ SE | History | No change | 128 | 42 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WFA of San Diego, LLC | History | Reduced | 126 | 41 | 0.03% | 0.09% | 856 | -300 | -70.42% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 127 | 41 | 0.01% | 0.01% | 855 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 117 | 38 | 0.0% | 0.0% | 857 | -39 | -25.0% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 113 | 37 | 0.01% | 0.0% | 858 | +25 | 28.41% | Q1 2026 | May 11, 2026 |
| Gould Capital, LLC | History | Added to | 110 | 36 | 0.02% | 0.01% | 859 | +31 | 39.24% | Q1 2026 | May 15, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 2,450 | 35 | 0.01% | 0.02% | 860 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 105 | 34 | 0.0% | 0.0% | 861 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 98 | 32 | 0.0% | — | 863 | +98 | New | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | No change | 100 | 32 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | Reduced | 94 | 31 | 0.0% | 0.0% | 864 | -31 | -24.8% | Q1 2026 | May 08, 2026 |
| Copia Wealth Management | History | No change | 96 | 31 | 0.02% | 0.02% | 865 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PlanVest Financial, Inc | History | New | 93 | 30 | 0.02% | — | 866 | +93 | New | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 90 | 29 | 0.02% | — | 869 | +90 | New | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 89 | 29 | 0.0% | 0.0% | 867 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 90 | 29 | 0.01% | 0.01% | 868 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SYM FINANCIAL Corp | History | No change | 83 | 27 | 0.0% | 0.0% | 870 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | No change | 81 | 26 | 0.0% | 0.0% | 871 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 76 | 25 | 0.02% | 0.02% | 873 | +3 | 4.11% | Q1 2026 | Apr 27, 2026 |
| First PREMIER Bank | History | No change | 75 | 25 | 0.01% | 0.01% | 872 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | Reduced | 75 | 24 | 0.0% | 0.0% | 874 | -91 | -54.82% | Q1 2026 | Apr 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 76 | 24 | 0.0% | 0.0% | 875 | +70 | 1166.67% | Q1 2026 | Apr 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 81 | 24 | 0.02% | 0.02% | 876 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 75 | 24 | 0.01% | 0.01% | 877 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Topsail Wealth Management, LLC | History | No change | 75 | 24 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hanson & Doremus Investment Management | History | New | 70 | 23 | 0.0% | — | 880 | +70 | New | Q1 2026 | Apr 17, 2026 |
| American Capital Advisory, LLC | History | No change | 72 | 23 | 0.01% | 0.01% | 879 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Trask Adam Roland | History | New | 69 | 22 | 0.02% | — | 881 | +69 | New | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Reduced | 66 | 21 | 0.01% | 0.17% | 882 | -1,710 | -96.28% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 70 | 21 | 0.0% | 0.0% | 883 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 62 | 20 | 0.0% | 0.0% | 884 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 60 | 20 | 0.0% | 0.0% | 885 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quent Capital, LLC | History | No change | 60 | 19 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Integrity Financial Corp /WA | History | No change | 53 | 17 | 0.01% | 0.01% | 887 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | New | 50 | 16 | 0.02% | — | 888 | +50 | New | Q1 2026 | May 12, 2026 |
| Perkins Coie Trust Co | History | No change | 46 | 15 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Abound Wealth Management | History | Reduced | 43 | 14 | 0.0% | 0.0% | 891 | -27 | -38.57% | Q1 2026 | Apr 10, 2026 |
| Triumph Capital Management | History | Reduced | 45 | 14 | 0.0% | 0.0% | 890 | -22 | -32.84% | Q1 2026 | May 13, 2026 |
| Kiker Wealth Management, LLC | History | New | 40 | 13 | 0.01% | — | 893 | +40 | New | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | Added to | 42 | 13 | 0.0% | 0.0% | 892 | +5 | 13.51% | Q1 2026 | Apr 21, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 38 | 12 | 0.0% | 0.0% | 894 | +9 | 31.03% | Q1 2026 | Apr 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 36 | 12 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Life Planners | History | New | 36 | 11 | 0.01% | — | 898 | +36 | New | Q1 2026 | Apr 24, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 34 | 11 | 0.0% | — | 897 | +34 | New | Q1 2026 | May 11, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 36 | 11 | 0.0% | 0.0% | 896 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 31 | 10 | 0.0% | 0.0% | 899 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Centerpoint Advisors, LLC | History | No change | 30 | 10 | 0.0% | 0.0% | 900 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 30 | 9 | 0.01% | — | 906 | +30 | New | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | New | 28 | 9 | 0.0% | — | 905 | +28 | New | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | No change | 30 | 9 | 0.0% | 0.0% | 901 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 28 | 9 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 29 | 9 | 0.0% | 0.0% | 903 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Gen-Wealth Partners Inc | History | No change | 30 | 9 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 24 | 8 | 0.0% | 0.04% | 909 | -7,044 | -99.66% | Q1 2026 | Apr 16, 2026 |
| Portus Wealth Advisors, LLC | History | New | 27 | 8 | 0.01% | — | 913 | +27 | New | Q1 2026 | Apr 22, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 25 | 8 | 0.0% | 0.0% | 910 | -25 | -50.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | New | 25 | 8 | 0.0% | — | 911 | +25 | New | Q1 2026 | May 15, 2026 |
| Financially Speaking Inc | History | New | 25 | 8 | 0.04% | — | 912 | +25 | New | Q1 2026 | Apr 07, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 25 | 8 | 0.0% | 0.0% | 907 | -10 | -28.57% | Q1 2026 | Apr 21, 2026 |
| Johnson Financial Group, Inc. | History | No change | 25 | 8 | 0.0% | 0.0% | 908 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 22 | 7 | 0.0% | — | 916 | +22 | New | Q1 2026 | Apr 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 23 | 7 | 0.0% | 0.0% | 914 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 23 | 7 | 0.0% | 0.0% | 915 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 21 | 6 | 0.0% | — | 920 | +21 | New | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 20 | 6 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 20 | 6 | 0.0% | 0.0% | 918 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sawyer & Company, Inc | History | No change | 21 | 6 | 0.0% | 0.0% | 919 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 17 | 5 | 0.0% | — | 924 | +17 | New | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 18 | 5 | 0.0% | 0.0% | 921 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 16 | 5 | 0.01% | 0.01% | 922 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CrossGen Wealth, LLC | History | No change | 15 | 5 | 0.0% | 0.0% | 923 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Noble Wealth Management PBC | History | Reduced | 14 | 4 | 0.0% | 0.01% | 927 | -31 | -68.89% | Q1 2026 | Apr 02, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | New | 15 | 4 | 0.0% | — | 931 | +15 | New | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 13 | 4 | 0.0% | — | 930 | +13 | New | Q1 2026 | May 15, 2026 |
| Goodman Advisory Group, LLC | History | No change | 13 | 4 | 0.0% | 0.0% | 925 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 926 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 928 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Monetary Solutions, Ltd | History | No change | 15 | 4 | 0.0% | 0.0% | 929 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Winch Advisory Services, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 932 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bollard Group LLC | History | Reduced | 5 | 2 | 0.0% | 0.0% | 933 | -12 | -70.59% | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 9 | 2 | 0.0% | — | 937 | +9 | New | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 934 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 935 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 936 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aspect Partners, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -327,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.59% | — | -222,848 | -100.0% | Q1 2026 | May 14, 2026 |
| Oribel Capital Management, LP | History | Closed out | 0 | 0 | — | 1.83% | — | -132,900 | -100.0% | Q1 2026 | May 14, 2026 |
| Maxi Investments CY Ltd | History | Closed out | 0 | 0 | — | 2.87% | — | -52,400 | -100.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -50,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.2% | — | -46,567 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -28,252 | -100.0% | Q1 2026 | May 20, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,000 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,058 | -100.0% | Q1 2026 | May 15, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 2.35% | — | -19,171 | -100.0% | Q1 2026 | Apr 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -14,973 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Gemsstock Ltd. | History | Closed out | 0 | 0 | — | 6.83% | — | -10,634 | -100.0% | Q1 2026 | May 14, 2026 |
| DCF Advisers, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -10,000 | -100.0% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,260 | -100.0% | Q1 2026 | May 13, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.11% | — | -6,515 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Wallace Hart LLC | History | Closed out | 0 | 0 | — | 1.36% | — | -6,135 | -100.0% | Q1 2026 | May 08, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.78% | — | -4,541 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 1.0% | — | -4,413 | -100.0% | Q1 2026 | May 11, 2026 |
| Oasis Management Co Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,100 | -100.0% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,060 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,975 | -100.0% | Q1 2026 | Apr 29, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,889 | -100.0% | Q1 2026 | May 12, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,368 | -100.0% | Q1 2026 | May 04, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -1,997 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -1,940 | -100.0% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,758 | -100.0% | Q1 2026 | May 15, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,230 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.19% | — | -1,196 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,165 | -100.0% | Q1 2026 | May 15, 2026 |
| ITHAKA GROUP LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,040 | -100.0% | Q1 2026 | May 12, 2026 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,036 | -100.0% | Q1 2026 | May 13, 2026 |
| Cascade Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -871 | -100.0% | Q1 2026 | Apr 09, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -817 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -744 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -726 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Main Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -715 | -100.0% | Q1 2026 | May 14, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -674 | -100.0% | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -606 | -100.0% | Q1 2026 | May 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -594 | -100.0% | Q1 2026 | May 11, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -240 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -206 | -100.0% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -150 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -135 | -100.0% | Q1 2026 | May 04, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -134 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -106 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -105 | -100.0% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -96 | -100.0% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -54 | -100.0% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35 | -100.0% | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30 | -100.0% | Q1 2026 | May 13, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| New Millennium Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |