SPDR INDEX SHARES FUNDS - SPEM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Reduced | 21,771,079 | 1,021,281 | 0.69% | 0.74% | 1 | -269,388 | -1.22% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 18,307,901 | 858,823 | 0.13% | 0.12% | 2 | +2,433,472 | 15.33% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 16,822,188 | 789,128 | 1.6% | 1.51% | 3 | -178,651 | -1.05% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 16,696,640 | 783,239 | 0.21% | 0.2% | 4 | +1,109,591 | 7.12% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Reduced | 9,331,742 | 437,752 | 1.77% | 1.79% | 5 | -23,719 | -0.25% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 8,976,812 | 421,102 | 0.03% | 0.02% | 6 | +1,978,957 | 28.28% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,489,125 | 351,314 | 0.09% | 0.07% | 7 | +2,114,894 | 39.35% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,422,921 | 301,299 | 0.03% | 0.0% | 8 | +6,312,685 | 5726.52% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 4,901,772 | 229,942 | 0.01% | 0.01% | 9 | +481,934 | 10.9% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,133,529 | 193,903 | 0.75% | — | 10 | +4,133,529 | New | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Added to | 4,103,234 | 192,482 | 2.16% | 2.39% | 11 | +76,372 | 1.9% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,459,492 | 162,284 | 0.1% | 0.1% | 12 | -49,723 | -1.42% | Q1 2026 | May 07, 2026 |
| Creekmur Asset Management LLC | History | New | 3,367 | 157,939 | 11.91% | — | 13 | +3,367 | New | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 3,259,172 | 152,887 | 0.22% | 0.19% | 14 | +485,245 | 17.49% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,120,569 | 147,656 | 0.03% | 0.04% | 15 | -1,009,462 | -24.44% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,985,833 | 140,065 | 0.37% | 0.31% | 16 | +547,581 | 22.46% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,863,686 | 134,335 | 0.14% | 0.13% | 17 | +237,480 | 9.04% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,457,927 | 115,301 | 0.01% | 0.01% | 18 | -1,408,763 | -36.43% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,376,441 | 111,478 | 0.94% | 0.99% | 19 | -248,477 | -9.47% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 2,360,627 | 110,737 | 0.02% | 0.01% | 20 | +489,346 | 26.15% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 2,148,733 | 100,797 | 0.19% | 0.16% | 21 | +382,376 | 21.65% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 2,216,474 | 99,728 | 0.11% | 0.12% | 22 | +6,594 | 0.3% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,108,190 | 98,895 | 0.02% | 0.02% | 23 | +166,504 | 8.58% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,970,809 | 92,450 | 0.03% | 0.03% | 24 | +74,334 | 3.92% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,945,853 | 91,279 | 0.1% | 0.1% | 25 | -21,674 | -1.1% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 1,898,596 | 89,025 | 0.1% | 0.1% | 26 | +87,220 | 4.82% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,885,529 | 88,450 | 0.49% | 0.36% | 27 | -277,415 | -12.83% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Reduced | 1,458,468 | 68,416 | 0.14% | 0.14% | 28 | -5,637 | -0.39% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,334,577 | 62,608 | 0.09% | 0.08% | 29 | +108,137 | 8.82% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,330,362 | 62,409 | 1.71% | 1.45% | 30 | +189,123 | 16.57% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,309,760 | 61,309 | 0.39% | 0.39% | 31 | +97,170 | 8.01% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,273,662 | 59,734 | 0.09% | 0.08% | 32 | -972 | -0.08% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,203,837 | 54,738 | 0.0% | 0.0% | 33 | -259,435 | -17.73% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,155,291 | 54,194 | 0.01% | 0.01% | 34 | +86,967 | 8.14% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 1,127,168 | 52,875 | 1.13% | 1.12% | 35 | -10,106 | -0.89% | Q1 2026 | May 07, 2026 |
| NorthRock Partners, LLC | History | Reduced | 1,124,639 | 52,756 | 0.85% | 0.89% | 36 | -2,184 | -0.19% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,119,846 | 52,532 | 0.25% | 0.23% | 37 | +83,733 | 8.08% | Q1 2026 | Apr 24, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,043,960 | 48,972 | 1.31% | 1.17% | 38 | +271,271 | 35.11% | Q1 2026 | May 11, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,033,603 | 48,486 | 2.14% | 1.9% | 39 | +62,738 | 6.46% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 1,021,039 | 47,896 | 0.01% | — | 40 | +1,021,039 | New | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 1,018,948 | 47,798 | 1.34% | 1.3% | 41 | +28,455 | 2.87% | Q1 2026 | May 12, 2026 |
| Stadion Money Management, LLC | History | Reduced | 990,406 | 46,460 | 4.67% | 3.87% | 42 | -28,218 | -2.77% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 880,195 | 41,289 | 0.22% | 0.17% | 43 | +352,613 | 66.84% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 872,116 | 40,910 | 0.34% | 0.27% | 44 | +158,198 | 22.16% | Q1 2026 | May 11, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 865,271 | 40,589 | 7.68% | 7.72% | 45 | -4,522 | -0.52% | Q1 2026 | Apr 09, 2026 |
| Pathstone Holdings, LLC | History | Added to | 865,193 | 40,586 | 0.16% | 0.15% | 46 | +15,956 | 1.88% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 817,602 | 38,354 | 0.1% | 0.1% | 47 | +4,650 | 0.57% | Q1 2026 | Apr 30, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 801,642 | 37,605 | 3.87% | 3.98% | 48 | -14,957 | -1.83% | Q1 2026 | May 07, 2026 |
| Elm Partners Management LLC | History | Reduced | 826,995 | 37,603 | 1.63% | 1.86% | 49 | -49,415 | -5.64% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 794,939 | 37,290 | 3.11% | 3.29% | 50 | -8,684 | -1.08% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 790,812 | 37,096 | 0.3% | 0.39% | 51 | +83,446 | 11.8% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 788,565 | 36,991 | 0.03% | 0.04% | 52 | +1,891 | 0.24% | Q1 2026 | May 13, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 785,788 | 36,861 | 4.55% | 2.95% | 53 | +294,347 | 59.89% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 774,130 | 36,314 | 0.74% | 0.68% | 54 | +48,283 | 6.65% | Q1 2026 | Apr 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 749,742 | 35,170 | 2.95% | 2.91% | 55 | -51,370 | -6.41% | Q1 2026 | May 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 741,710 | 34,793 | 1.25% | 1.26% | 56 | +11,235 | 1.54% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 728,883 | 34,191 | 1.1% | 0.56% | 57 | +39,438 | 5.72% | Q1 2026 | Apr 29, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 666,463 | 34,056 | 1.31% | 1.2% | 58 | +46,113 | 7.43% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 708,008 | 33,213 | 0.26% | 0.27% | 59 | +27,600 | 4.06% | Q1 2026 | Apr 07, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 690,861 | 32,408 | 1.46% | 1.34% | 60 | +43,742 | 6.76% | Q1 2026 | Apr 21, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 690,687 | 32,400 | 3.16% | 3.19% | 61 | -5,387 | -0.77% | Q1 2026 | Apr 29, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 632,460 | 32,249 | 5.4% | 5.26% | 62 | +31,297 | 5.21% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 675,885 | 31,705 | 0.09% | 0.08% | 63 | -46,255 | -6.41% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 666,657 | 31,272 | 1.24% | 1.19% | 64 | +11,531 | 1.76% | Q1 2026 | Apr 13, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 663,173 | 31,109 | 2.29% | 2.47% | 65 | -55,460 | -7.72% | Q1 2026 | Apr 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 640,166 | 30,030 | 3.34% | 5.09% | 66 | -344,673 | -35.0% | Q1 2026 | May 07, 2026 |
| MATAURO, LLC | History | Added to | 597,277 | 28,018 | 4.05% | 0.39% | 67 | +541,394 | 968.8% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Added to | 587,379 | 27,553 | 0.3% | 0.11% | 68 | +492,627 | 519.91% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 585,941 | 27,486 | 2.17% | 2.19% | 69 | -5,223 | -0.88% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 583,560 | 27,372 | 0.05% | 0.06% | 70 | -79,956 | -12.05% | Q1 2026 | May 01, 2026 |
| VICUS CAPITAL | History | Added to | 571,782 | 26,822 | 1.97% | 1.51% | 71 | +140,571 | 32.6% | Q1 2026 | Apr 22, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 558,565 | 26,202 | 5.2% | 6.86% | 72 | -136,424 | -19.63% | Q1 2026 | Apr 14, 2026 |
| Cercano Management LLC | History | Reduced | 548,897 | 25,748 | 1.11% | 1.14% | 73 | -93,203 | -14.52% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 528,743 | 24,803 | 0.03% | 0.03% | 74 | -4,525 | -0.85% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 163,345 | 24,169 | 1.12% | 0.11% | 75 | -494,664 | -75.18% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 491,528 | 22,983 | 0.05% | 0.05% | 76 | -301,307 | -38.0% | Q1 2026 | Apr 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 487,287 | 22,858 | 0.32% | 0.32% | 77 | +46 | 0.01% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 486,722 | 22,832 | 0.96% | 1.02% | 78 | -20,168 | -3.98% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 479,948 | 22,514 | 0.01% | 0.01% | 79 | +37,408 | 8.45% | Q1 2026 | May 08, 2026 |
| KWB Wealth | History | Reduced | 476,256 | 22,293 | 2.21% | 2.27% | 80 | -34,925 | -6.83% | Q1 2026 | Apr 08, 2026 |
| Brio Consultants, LLC | History | Added to | 409,393 | 21,136 | 2.58% | 1.6% | 81 | +145,938 | 55.39% | Q1 2026 | May 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 440,795 | 20,677 | 1.27% | 1.26% | 82 | +12,000 | 2.8% | Q1 2026 | May 05, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 440,147 | 20,647 | 2.78% | 3.27% | 83 | +5,933 | 1.37% | Q1 2026 | May 15, 2026 |
| MA Private Wealth | History | Reduced | 437,500 | 20,523 | 3.47% | 4.31% | 84 | -114,984 | -20.81% | Q1 2026 | May 07, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 430,690 | 20,203 | 5.47% | 6.26% | 85 | +16,393 | 3.96% | Q1 2026 | Apr 17, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 430,119 | 20,176 | 7.11% | 6.89% | 86 | +3,385 | 0.79% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 420,244 | 19,713 | 0.03% | 0.04% | 87 | -1,736 | -0.41% | Q1 2026 | May 14, 2026 |
| Austin Private Wealth, LLC | History | No change | 419,004 | 19,613 | 1.46% | 1.46% | 88 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allen Capital Group, LLC | History | No change | 410,735 | 19,226 | 1.76% | 1.76% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| West Wealth Group, LLC | History | Reduced | 408,658 | 19,170 | 3.79% | 5.12% | 90 | -118,679 | -22.51% | Q1 2026 | May 11, 2026 |
| LPWM LLC | History | New | 380,104 | 17,830 | 4.5% | — | 91 | +380,104 | New | Q1 2026 | Apr 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 378,755 | 17,767 | 0.78% | 0.67% | 92 | +75,544 | 24.91% | Q1 2026 | Apr 28, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 377,461 | 17,706 | 6.68% | 6.46% | 93 | +11,732 | 3.21% | Q1 2026 | Apr 22, 2026 |
| Facet Wealth, Inc. | History | Added to | 372,711 | 17,483 | 0.3% | 0.3% | 94 | +39,651 | 11.91% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 367,377 | 17,233 | 1.29% | 1.26% | 95 | +2,438 | 0.67% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 365,144 | 17,128 | 0.2% | 0.3% | 96 | -148,879 | -28.96% | Q1 2026 | May 01, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 363,404 | 17,047 | 6.53% | 6.7% | 97 | +969 | 0.27% | Q1 2026 | May 12, 2026 |
| Rodgers & Associates, LTD | History | Added to | 362,626 | 17,010 | 1.73% | 1.71% | 98 | +953 | 0.26% | Q1 2026 | May 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 357,358 | 16,763 | 1.92% | 1.99% | 99 | -24,050 | -6.31% | Q1 2026 | May 11, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 347,279 | 16,290 | 1.71% | — | 100 | +347,279 | New | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Added to | 346,383 | 16,252 | 0.43% | 0.45% | 101 | +11,753 | 3.51% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 343,208 | 16,099 | 0.0% | 0.0% | 102 | +143,452 | 71.81% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 336,843 | 15,801 | 1.3% | 1.37% | 103 | +3,158 | 0.95% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 335,401 | 15,733 | 0.96% | 0.52% | 104 | -4,262,958 | -92.71% | Q1 2026 | May 12, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 328,084 | 15,390 | 1.87% | 1.86% | 105 | -10,376 | -3.07% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 326,192 | 15,301 | 0.11% | 0.11% | 106 | +34,309 | 11.75% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 307,267 | 14,413 | 0.26% | 0.34% | 107 | -102,072 | -24.94% | Q1 2026 | Apr 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 304,934 | 14,304 | 2.55% | 2.69% | 108 | +6,037 | 2.02% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 297,721 | 13,966 | 0.18% | 0.08% | 109 | +184,585 | 163.15% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 296,170 | 13,893 | 0.52% | 0.42% | 110 | +47,040 | 18.88% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 291,989 | 13,697 | 0.25% | 0.26% | 111 | +1,756 | 0.61% | Q1 2026 | Apr 17, 2026 |
| FORBES J M & CO LLP | History | Added to | 291,873 | 13,691 | 1.16% | 1.09% | 112 | +4,760 | 1.66% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 290,079 | 13,607 | 0.11% | 0.1% | 113 | +5,517 | 1.94% | Q1 2026 | May 11, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 289,743 | 13,591 | 1.76% | 3.52% | 114 | -272,840 | -48.5% | Q1 2026 | Apr 20, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 286,774 | 13,452 | 0.39% | 0.41% | 115 | -4,911 | -1.68% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 287,316 | 13,449 | 0.24% | 0.24% | 116 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 286,067 | 13,419 | 2.64% | 2.66% | 117 | -4,861 | -1.67% | Q1 2026 | Apr 07, 2026 |
| Compton Financial Group, LLC | History | Reduced | 283,901 | 13,317 | 2.94% | 3.92% | 118 | -86,021 | -23.25% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 282,689 | 13,260 | 0.15% | 0.11% | 119 | +77,700 | 37.9% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 280,768 | 13,170 | 0.31% | 0.31% | 120 | +7,064 | 2.58% | Q1 2026 | May 04, 2026 |
| TRUEFG, LLC | History | Added to | 275,306 | 12,914 | 3.42% | 3.4% | 121 | +4,233 | 1.56% | Q1 2026 | Apr 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 273,432 | 12,826 | 0.4% | 0.38% | 122 | +18,353 | 7.2% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 273,364 | 12,823 | 0.2% | — | 123 | +273,364 | New | Q1 2026 | May 15, 2026 |
| Second Line Capital, LLC | History | Added to | 244,079 | 12,506 | 2.37% | 2.29% | 124 | +5,725 | 2.4% | Q1 2026 | May 14, 2026 |
| ERn Financial, LLC | History | Reduced | 266,079 | 12,481 | 2.35% | 2.38% | 125 | -4,734 | -1.75% | Q1 2026 | Apr 24, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 263,119 | 12,342 | 2.38% | 1.96% | 126 | +58,260 | 28.44% | Q1 2026 | Apr 21, 2026 |
| Peak Financial Management, Inc. | History | Added to | 261,256 | 12,255 | 3.11% | 3.14% | 127 | +1,245 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Sterneck Capital Management, LLC | History | Reduced | 260,253 | 12,208 | 5.48% | 5.55% | 128 | -3,115 | -1.18% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Added to | 255,842 | 12,001 | 0.01% | 0.0% | 129 | +36,441 | 16.61% | Q1 2026 | May 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 255,748 | 11,997 | 1.77% | 1.75% | 130 | +11,685 | 4.79% | Q1 2026 | Apr 16, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 255,169 | 11,969 | 5.59% | 9.15% | 131 | -152,819 | -37.46% | Q1 2026 | Apr 24, 2026 |
| WRAPMANAGER INC | History | Reduced | 250,076 | 11,731 | 4.08% | 4.19% | 132 | -14,868 | -5.61% | Q1 2026 | May 11, 2026 |
| JDM Financial Group LLC | History | Added to | 310,231 | 11,700 | 4.51% | 4.21% | 133 | +18,097 | 6.19% | Q1 2026 | May 20, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 249,422 | 11,700 | 8.41% | 8.61% | 134 | +8,625 | 3.58% | Q1 2026 | Apr 15, 2026 |
| Affiance Financial, LLC | History | Added to | 248,912 | 11,676 | 1.89% | 1.6% | 135 | +36,363 | 17.11% | Q1 2026 | Apr 14, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 248,602 | 11,661 | 1.2% | 1.11% | 136 | +13,713 | 5.84% | Q1 2026 | May 12, 2026 |
| Gibbs Wealth Management | History | Added to | 247,499 | 11,610 | 1.52% | 1.31% | 137 | +135,460 | 120.9% | Q1 2026 | May 13, 2026 |
| TRB Wealth Management, LLC | History | New | 242,142 | 11,358 | 1.61% | — | 138 | +242,142 | New | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | No change | 237,569 | 11,125 | 0.57% | 0.57% | 139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 235,201 | 11,033 | 0.35% | — | 141 | +235,201 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 235,203 | 11,033 | 0.08% | 0.08% | 140 | +17,759 | 8.17% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 233,494 | 10,953 | 1.42% | — | 142 | +233,494 | New | Q1 2026 | Apr 13, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 231,880 | 10,877 | 3.54% | 3.56% | 143 | +3,787 | 1.66% | Q1 2026 | May 08, 2026 |
| Aspire Private Capital, LLC | History | Added to | 229,648 | 10,772 | 2.43% | 2.35% | 144 | +4,169 | 1.85% | Q1 2026 | Apr 22, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 227,858 | 10,688 | 4.74% | 7.23% | 145 | -112,094 | -32.97% | Q1 2026 | Apr 08, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 227,777 | 10,685 | 4.85% | 4.8% | 146 | -1,506 | -0.66% | Q1 2026 | May 01, 2026 |
| Detalus Advisors, LLC | History | Added to | 225,759 | 10,590 | 2.42% | 1.82% | 147 | +66,272 | 41.55% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 224,605 | 10,536 | 0.94% | 1.21% | 148 | +1,268 | 0.57% | Q1 2026 | May 12, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 223,980 | 10,506 | 2.47% | 2.38% | 149 | +6,278 | 2.88% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 223,613 | 10,489 | 0.02% | 0.0% | 150 | +220,159 | 6374.03% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 220,942 | 10,364 | 0.16% | 0.19% | 151 | +23,079 | 11.66% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 220,859 | 10,360 | 0.8% | 0.52% | 152 | +82,197 | 59.28% | Q1 2026 | May 07, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 220,807 | 10,358 | 1.27% | 0.84% | 153 | +77,614 | 54.2% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 218,209 | 10,236 | 0.11% | 0.19% | 154 | -81,952 | -27.3% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 218,216 | 10,214 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 217,412 | 10,198 | 0.19% | 0.19% | 156 | +10,475 | 5.06% | Q1 2026 | May 11, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 216,958 | 10,177 | 0.74% | 0.73% | 157 | +3,231 | 1.51% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 214,339 | 10,054 | 0.05% | 0.04% | 158 | +77,065 | 56.14% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | Added to | 194,583 | 10,036 | 0.27% | 0.31% | 159 | +40,841 | 26.56% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 212,213 | 9,954 | 0.0% | 0.0% | 160 | +91,676 | 76.06% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Reduced | 211,334 | 9,914 | 0.58% | 1.35% | 161 | -275,606 | -56.6% | Q1 2026 | May 07, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 205,616 | 9,645 | 4.34% | 4.87% | 162 | -26,122 | -11.27% | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 204,658 | 9,600 | 0.66% | 0.64% | 163 | +31,533 | 18.21% | Q1 2026 | Apr 17, 2026 |
| HighPoint Advisor Group LLC | History | New | 202,643 | 9,505 | 0.4% | — | 164 | +202,643 | New | Q1 2026 | May 14, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 202,211 | 9,485 | 2.49% | 2.61% | 165 | -12,397 | -5.78% | Q1 2026 | Apr 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 202,099 | 9,480 | 0.36% | 0.34% | 166 | +4,645 | 2.35% | Q1 2026 | May 11, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 200,476 | 9,404 | 0.15% | 0.31% | 167 | -210,375 | -51.2% | Q1 2026 | Apr 27, 2026 |
| OneAscent Financial Services LLC | History | New | 195,155 | 9,154 | 0.5% | — | 168 | +195,155 | New | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 193,754 | 9,089 | 0.01% | 0.01% | 169 | +97,017 | 100.29% | Q1 2026 | Apr 27, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 191,350 | 8,976 | 2.47% | 2.62% | 170 | -3,490 | -1.79% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 191,173 | 8,968 | 0.25% | 0.25% | 171 | +5,419 | 2.92% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 190,009 | 8,943 | 0.08% | 0.03% | 172 | +134,208 | 240.51% | Q1 2026 | Apr 07, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 190,004 | 8,913 | 2.75% | 4.77% | 173 | -147,932 | -43.78% | Q1 2026 | Apr 13, 2026 |
| My Portfolio Guide, LLC | History | New | 189,600 | 8,894 | 4.92% | — | 174 | +189,600 | New | Q1 2026 | May 05, 2026 |
| Melone Private Wealth, LLC | History | Added to | 188,990 | 8,865 | 3.62% | 3.45% | 175 | +15,066 | 8.66% | Q1 2026 | Apr 08, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 189,201 | 8,856 | 1.74% | 1.74% | 176 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 188,388 | 8,837 | 2.44% | 2.62% | 177 | -11,772 | -5.88% | Q1 2026 | Apr 27, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 171,409 | 8,740 | 3.68% | 3.64% | 178 | +6,699 | 4.07% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 182,669 | 8,569 | 0.01% | 0.0% | 179 | +121,307 | 197.69% | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Added to | 178,638 | 8,379 | 3.53% | 3.46% | 180 | +3,739 | 2.14% | Q1 2026 | Apr 20, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 177,060 | 8,305 | 0.33% | 0.31% | 181 | -300 | -0.17% | Q1 2026 | May 01, 2026 |
| Opes Wealth Management LLC | History | Added to | 174,870 | 8,203 | 1.35% | 1.31% | 182 | +2,842 | 1.65% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 174,275 | 8,175 | 0.07% | 0.09% | 183 | -89,454 | -33.92% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 173,574 | 8,142 | 0.07% | 0.09% | 184 | +13,114 | 8.17% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 156,181 | 7,879 | 0.48% | 0.51% | 185 | -12,083 | -7.18% | Q1 2026 | Apr 20, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 167,322 | 7,849 | 3.78% | 3.96% | 186 | -3,954 | -2.31% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 165,962 | 7,785 | 0.18% | 0.15% | 187 | +38,272 | 29.97% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 163,531 | 7,671 | 0.3% | 0.41% | 188 | +84,601 | 107.18% | Q1 2026 | May 15, 2026 |
| Financial Insights, Inc. | History | Added to | 161,469 | 7,574 | 2.45% | 2.38% | 189 | +9,500 | 6.25% | Q1 2026 | May 18, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 161,248 | 7,564 | 2.6% | 2.86% | 190 | -13,540 | -7.75% | Q1 2026 | Apr 22, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 156,103 | 7,322 | 5.82% | 4.8% | 191 | +12,903 | 9.01% | Q1 2026 | Apr 13, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 156,071 | 7,321 | 5.23% | 4.92% | 192 | +9,226 | 6.28% | Q1 2026 | May 12, 2026 |
| Fonville Wealth Management LLC | History | Added to | 155,265 | 7,283 | 1.39% | 1.46% | 193 | +2,193 | 1.43% | Q1 2026 | Apr 20, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 155,218 | 7,281 | 2.05% | 2.06% | 194 | -4,184 | -2.62% | Q1 2026 | Apr 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 154,523 | 7,248 | 0.32% | 0.32% | 195 | +3,088 | 2.04% | Q1 2026 | Apr 21, 2026 |
| David Kennon Inc | History | Reduced | 153,844 | 7,216 | 2.59% | 2.57% | 196 | -692 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 153,617 | 7,206 | 0.98% | 1.7% | 197 | -115,965 | -43.02% | Q1 2026 | May 12, 2026 |
| ProVise Management Group, LLC | History | Added to | 151,263 | 7,095 | 0.51% | 0.5% | 198 | +1,243 | 0.83% | Q1 2026 | May 06, 2026 |
| Brooklyn FI, LLC | History | Added to | 149,217 | 6,999 | 1.47% | 1.44% | 199 | +4,987 | 3.46% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 147,068 | 6,898 | 0.77% | 0.79% | 200 | -3,516 | -2.33% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 140,501 | 6,885 | 0.39% | 0.37% | 201 | +5,622 | 4.17% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 145,866 | 6,842 | 0.03% | 0.03% | 202 | +42,340 | 40.9% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 145,300 | 6,816 | 0.01% | 0.0% | 203 | +123,900 | 578.97% | Q1 2026 | May 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 144,606 | 6,783 | 1.07% | 1.17% | 204 | -827 | -0.57% | Q1 2026 | Apr 09, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 143,845 | 6,747 | 0.1% | 0.1% | 205 | +12,106 | 9.19% | Q1 2026 | Apr 10, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 142,731 | 6,695 | 2.95% | 3.09% | 206 | -1,331 | -0.92% | Q1 2026 | May 11, 2026 |
| Archer Investment Management, LLC | History | Added to | 142,494 | 6,684 | 2.81% | 1.55% | 207 | +81,052 | 131.92% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 142,262 | 6,673 | 0.04% | 0.05% | 208 | -68,964 | -32.65% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 141,082 | 6,618 | 0.15% | 0.12% | 209 | +35,867 | 34.09% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 139,014 | 6,521 | 0.14% | 0.13% | 210 | +10,925 | 8.53% | Q1 2026 | Apr 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 136,927 | 6,423 | 0.91% | 1.42% | 211 | -81,693 | -37.37% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 136,744 | 6,414 | 0.23% | 0.14% | 212 | +69,677 | 103.89% | Q1 2026 | May 19, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 135,374 | 6,350 | 0.0% | 0.0% | 213 | +122,343 | 938.86% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 135,291 | 6,346 | 0.19% | 0.19% | 214 | -2,346 | -1.7% | Q1 2026 | Apr 06, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 134,906 | 6,328 | 4.82% | 4.89% | 215 | +10,119 | 8.11% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 134,712 | 6,319 | 0.38% | 0.4% | 216 | -635 | -0.47% | Q1 2026 | Apr 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 133,385 | 6,257 | 2.16% | 1.98% | 217 | +16,671 | 14.28% | Q1 2026 | Apr 28, 2026 |
| Palatine Hill Wealth Management, LLC | History | Added to | 131,213 | 6,155 | 5.36% | 4.81% | 218 | +3,723 | 2.92% | Q1 2026 | May 08, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 127,406 | 5,976 | 3.28% | 3.31% | 219 | +756 | 0.6% | Q1 2026 | Apr 27, 2026 |
| Wolff Financial Management LLC | History | Added to | 126,770 | 5,946 | 1.31% | 1.27% | 220 | +5,931 | 4.91% | Q1 2026 | Apr 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 126,500 | 5,934 | 1.23% | 1.23% | 221 | +3,480 | 2.83% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 125,841 | 5,903 | 0.03% | 0.03% | 222 | +18,394 | 17.12% | Q1 2026 | May 13, 2026 |
| Mason & Associates, LLC | History | Reduced | 125,388 | 5,881 | 1.35% | 1.35% | 223 | -1,861 | -1.46% | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Added to | 125,368 | 5,880 | 0.33% | 0.28% | 224 | +24,043 | 23.73% | Q1 2026 | Apr 30, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 123,110 | 5,775 | 0.73% | 0.7% | 225 | -871 | -0.7% | Q1 2026 | Apr 24, 2026 |
| WBH ADVISORY INC | History | Added to | 120,091 | 5,652 | 0.42% | 0.35% | 226 | +18,060 | 17.7% | Q1 2026 | Apr 27, 2026 |
| Rinkey Investments | History | Reduced | 120,320 | 5,644 | 1.44% | 1.48% | 227 | -3,983 | -3.2% | Q1 2026 | May 11, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 108,890 | 5,581 | 4.18% | 4.15% | 228 | +7,842 | 7.76% | Q1 2026 | Apr 27, 2026 |
| Walsh & Associates, LLC | History | Added to | 118,531 | 5,560 | 5.51% | 5.39% | 229 | +1,742 | 1.49% | Q1 2026 | May 15, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 117,502 | 5,512 | 2.16% | 2.16% | 230 | +3,949 | 3.48% | Q1 2026 | May 14, 2026 |
| Probity Advisors, Inc. | History | Reduced | 117,105 | 5,493 | 0.87% | 0.89% | 231 | -1,181 | -1.0% | Q1 2026 | Apr 28, 2026 |
| Towercrest Capital Management | History | Added to | 116,631 | 5,471 | 0.85% | 0.85% | 232 | +2,042 | 1.78% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 113,424 | 5,320 | 0.02% | 0.02% | 233 | +35,014 | 44.66% | Q1 2026 | Apr 30, 2026 |
| Financial Enhancement Group LLC | History | Added to | 103,456 | 5,313 | 0.66% | 0.63% | 234 | +4,570 | 4.62% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 112,510 | 5,266 | 0.1% | 0.1% | 235 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Boltwood Capital Management | History | Added to | 112,235 | 5,264 | 1.34% | 1.35% | 236 | +1,435 | 1.3% | Q1 2026 | Apr 07, 2026 |
| Red Wave Investments LLC | History | Reduced | 112,039 | 5,255 | 1.57% | 1.66% | 237 | -6,902 | -5.8% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 111,670 | 5,238 | 0.54% | 0.53% | 238 | +2,765 | 2.54% | Q1 2026 | May 11, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 103,914 | 5,235 | 0.71% | 0.77% | 239 | +17,588 | 20.37% | Q1 2026 | May 11, 2026 |
| Vivaldi Capital Management LP | History | Added to | 111,237 | 5,218 | 0.72% | 0.57% | 240 | +21,304 | 23.69% | Q1 2026 | May 14, 2026 |
| Integrated Capital Management, LLC | History | Added to | 111,200 | 5,216 | 2.2% | 2.18% | 241 | +2,753 | 2.54% | Q1 2026 | Apr 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 111,357 | 5,212 | 0.0% | 0.0% | 242 | -4,066 | -3.52% | Q1 2026 | May 15, 2026 |
| Phoenix Wealth Advisors | History | Added to | 111,075 | 5,210 | 2.06% | 1.94% | 243 | +3,087 | 2.86% | Q1 2026 | Apr 22, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 110,941 | 5,204 | 0.23% | 0.12% | 244 | +47,926 | 76.05% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 106,871 | 5,013 | 0.01% | 0.01% | 245 | +22,416 | 26.54% | Q1 2026 | May 08, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 106,246 | 4,983 | 0.81% | 0.82% | 246 | -1,345 | -1.25% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 105,030 | 4,926 | 0.02% | 0.06% | 247 | -139,984 | -57.13% | Q1 2026 | May 14, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 104,841 | 4,918 | 2.59% | 1.79% | 248 | +19,625 | 23.03% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 102,720 | 4,818 | 2.13% | 1.67% | 249 | +24,168 | 30.77% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 102,665 | 4,815 | 0.0% | 0.0% | 250 | +4,960 | 5.08% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 102,313 | 4,799 | 0.67% | 0.46% | 251 | +33,386 | 48.44% | Q1 2026 | May 13, 2026 |
| INTRUST BANK NA | History | Added to | 101,187 | 4,746 | 0.39% | 0.32% | 252 | +18,786 | 22.8% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 100,577 | 4,718 | 0.0% | 0.0% | 253 | +2,216 | 2.25% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 100,079 | 4,694 | 0.06% | 0.07% | 254 | -8,811 | -8.09% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 99,622 | 4,673 | 0.17% | 0.15% | 255 | +12,616 | 14.5% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 99,014 | 4,644 | 0.03% | 0.03% | 256 | -12,079 | -10.87% | Q1 2026 | May 15, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 98,737 | 4,631 | 0.71% | 0.65% | 257 | -1,650 | -1.64% | Q1 2026 | May 06, 2026 |
| ADE, LLC | History | Reduced | 97,658 | 4,581 | 2.2% | 2.22% | 258 | -475 | -0.48% | Q1 2026 | May 14, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 97,454 | 4,571 | 0.96% | 1.3% | 259 | +6,509 | 7.16% | Q1 2026 | Apr 22, 2026 |
| Richmond Investment Services, LLC | History | Added to | 97,412 | 4,569 | 0.74% | 0.77% | 260 | +1,734 | 1.81% | Q1 2026 | Apr 29, 2026 |
| Key FInancial Inc | History | Added to | 97,141 | 4,556 | 0.81% | 0.8% | 261 | +3,126 | 3.33% | Q1 2026 | Apr 24, 2026 |
| TCP Asset Management, LLC | History | New | 96,763 | 4,539 | 0.58% | — | 262 | +96,763 | New | Q1 2026 | Apr 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 95,844 | 4,496 | 2.58% | 3.9% | 264 | -50,523 | -34.52% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 95,859 | 4,496 | 0.14% | 0.14% | 263 | -1,479 | -1.52% | Q1 2026 | Apr 27, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 93,642 | 4,392 | 1.92% | 3.93% | 265 | -123,106 | -56.8% | Q1 2026 | May 01, 2026 |
| Collier Financial | History | Reduced | 93,471 | 4,384 | 3.34% | 3.32% | 266 | -964 | -1.02% | Q1 2026 | May 11, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 93,212 | 4,372 | 1.45% | 1.41% | 267 | +1,634 | 1.78% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 92,098 | 4,320 | 0.22% | 0.19% | 268 | +13,042 | 16.5% | Q1 2026 | Apr 23, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 92,044 | 4,317 | 0.44% | 0.39% | 269 | +13,862 | 17.73% | Q1 2026 | May 15, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 91,802 | 4,306 | 0.79% | 0.79% | 270 | -872 | -0.94% | Q1 2026 | Apr 27, 2026 |
| Alliance Wealth Management Group | History | Added to | 91,269 | 4,281 | 0.94% | 0.92% | 271 | +1,718 | 1.92% | Q1 2026 | Apr 29, 2026 |
| Optas, LLC | History | Added to | 90,890 | 4,263 | 0.65% | 0.66% | 272 | +286 | 0.32% | Q1 2026 | Apr 24, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 102,363 | 4,225 | 0.39% | 0.39% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Added to | 88,822 | 4,166 | 0.3% | 0.16% | 274 | +46,719 | 110.96% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 88,554 | 4,154 | 0.1% | 0.1% | 275 | -3,889 | -4.21% | Q1 2026 | May 15, 2026 |
| Ervin Investment Management, LLC | History | Added to | 88,449 | 4,149 | 2.43% | 2.22% | 276 | +3,911 | 4.63% | Q1 2026 | Apr 08, 2026 |
| Axos Invest Inc. | History | Added to | 87,731 | 4,115 | 3.11% | 2.4% | 277 | +17,987 | 25.79% | Q1 2026 | May 12, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 87,269 | 4,093 | 1.95% | 2.05% | 278 | -1,278 | -1.44% | Q1 2026 | May 01, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 86,327 | 4,049 | 1.22% | 1.22% | 279 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 86,272 | 4,047 | 3.58% | 3.62% | 280 | +239 | 0.28% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 86,182 | 4,042 | 0.29% | 0.27% | 281 | +1,186 | 1.4% | Q1 2026 | Apr 10, 2026 |
| Asset Dedication, LLC | History | No change | 85,994 | 4,025 | 0.26% | 0.26% | 282 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Single Point Partners, LLC | History | Reduced | 84,935 | 3,984 | 0.79% | 0.79% | 283 | -634 | -0.74% | Q1 2026 | Apr 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 81,304 | 3,813 | 0.72% | 0.64% | 284 | +917 | 1.14% | Q1 2026 | May 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 79,830 | 3,744 | 0.01% | 0.01% | 285 | +16,232 | 25.52% | Q1 2026 | May 15, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 79,618 | 3,734 | 2.73% | 2.55% | 286 | -1,647 | -2.03% | Q1 2026 | May 05, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 97,208 | 3,724 | 2.37% | 2.07% | 287 | +12,668 | 14.98% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 79,364 | 3,722 | 0.36% | 0.39% | 288 | -3,299 | -3.99% | Q1 2026 | Apr 22, 2026 |
| Shum Financial Group, Inc. | History | Added to | 79,256 | 3,717 | 2.63% | 2.61% | 289 | +1,980 | 2.56% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Added to | 78,368 | 3,675 | 0.05% | 0.04% | 290 | +17,224 | 28.17% | Q1 2026 | May 12, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 78,290 | 3,672 | 4.11% | 2.19% | 291 | +35,073 | 81.16% | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 77,758 | 3,647 | 0.14% | 0.13% | 292 | +2,557 | 3.4% | Q1 2026 | May 14, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 76,436 | 3,585 | 2.09% | 2.23% | 293 | -5,710 | -6.95% | Q1 2026 | May 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 76,211 | 3,575 | 0.1% | 0.09% | 294 | -156 | -0.2% | Q1 2026 | Apr 21, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 76,099 | 3,569 | 1.4% | 1.41% | 295 | -171 | -0.22% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 75,251 | 3,530 | 0.08% | 0.06% | 296 | +13,341 | 21.55% | Q1 2026 | May 15, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 74,788 | 3,508 | 0.43% | 0.44% | 297 | +1,909 | 2.62% | Q1 2026 | May 06, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 73,446 | 3,445 | 0.79% | 0.76% | 298 | -310 | -0.42% | Q1 2026 | Apr 30, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 72,662 | 3,407 | 0.26% | 0.39% | 299 | -65,005 | -47.22% | Q1 2026 | May 20, 2026 |
| Balefire, LLC | History | Added to | 72,356 | 3,394 | 0.64% | 0.62% | 300 | +4,421 | 6.51% | Q1 2026 | May 07, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 71,809 | 3,383 | 0.55% | 0.57% | 301 | -1,619 | -2.2% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 71,866 | 3,371 | 0.04% | 0.04% | 302 | +10,493 | 17.1% | Q1 2026 | May 11, 2026 |
| Partners in Financial Planning | History | Added to | 71,261 | 3,342 | 0.55% | 0.54% | 303 | +2,894 | 4.23% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 71,020 | 3,331 | 0.09% | 0.08% | 304 | +3,028 | 4.45% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 70,450 | 3,305 | 0.0% | 0.0% | 305 | -20,825 | -22.82% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 68,682 | 3,221 | 0.02% | 0.03% | 306 | -3,960 | -5.45% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 70,597 | 3,217 | 0.0% | 0.0% | 307 | +27,113 | 62.35% | Q1 2026 | May 15, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 68,041 | 3,191 | 0.91% | 0.93% | 308 | -1,202 | -1.74% | Q1 2026 | Apr 30, 2026 |
| OLIO Financial Planning | History | Added to | 67,973 | 3,188 | 0.88% | 0.89% | 309 | +386 | 0.57% | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 67,287 | 3,156 | 0.06% | 0.06% | 310 | -466 | -0.69% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 67,190 | 3,151 | 0.18% | 0.19% | 311 | +33,352 | 98.56% | Q1 2026 | Apr 22, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 66,030 | 3,097 | 2.87% | 2.95% | 312 | -5,764 | -8.03% | Q1 2026 | Apr 07, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 64,858 | 3,042 | 0.87% | 0.93% | 313 | -3,045 | -4.48% | Q1 2026 | Apr 23, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 64,644 | 3,032 | 0.53% | 0.51% | 314 | +2,701 | 4.36% | Q1 2026 | Apr 23, 2026 |
| HSBC HOLDINGS PLC | History | New | 64,289 | 3,015 | 0.0% | — | 315 | +64,289 | New | Q1 2026 | Apr 30, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 64,065 | 3,005 | 1.46% | 1.6% | 316 | -1,754 | -2.66% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 64,004 | 3,002 | 0.04% | 0.02% | 317 | +31,342 | 95.96% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 63,834 | 2,994 | 0.04% | 0.02% | 318 | +32,143 | 101.43% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 63,295 | 2,969 | 0.74% | 0.71% | 319 | +5,046 | 8.66% | Q1 2026 | Apr 17, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 62,988 | 2,954 | 1.43% | — | 320 | +62,988 | New | Q1 2026 | May 14, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 62,909 | 2,951 | 0.44% | 0.3% | 321 | +20,268 | 47.53% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 62,838 | 2,947 | 0.14% | 0.21% | 322 | -31,016 | -33.05% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 58,227 | 2,938 | 0.05% | 0.04% | 323 | +42,335 | 266.39% | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | Reduced | 62,235 | 2,919 | 0.12% | 0.11% | 324 | -7,342 | -10.55% | Q1 2026 | Apr 27, 2026 |
| BayBridge Capital Group, LLC | History | No change | 62,040 | 2,904 | 1.8% | 1.8% | 325 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 61,025 | 2,862 | 0.13% | 0.15% | 326 | -11,725 | -16.12% | Q1 2026 | May 06, 2026 |
| Xena Financial Planning, LLC | History | Added to | 60,505 | 2,841 | 3.21% | 3.29% | 327 | +644 | 1.08% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 60,435 | 2,835 | 0.03% | 0.04% | 328 | +3,502 | 6.15% | Q1 2026 | Apr 23, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 59,973 | 2,813 | 0.48% | 0.49% | 329 | +33 | 0.06% | Q1 2026 | May 01, 2026 |
| Roan Capital Partners | History | New | 58,913 | 2,763 | 2.55% | — | 330 | +58,913 | New | Q1 2026 | Apr 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 58,713 | 2,754 | 0.36% | 0.4% | 331 | -2,823 | -4.59% | Q1 2026 | Apr 28, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 58,471 | 2,742 | 1.15% | 1.16% | 332 | +5,907 | 11.24% | Q1 2026 | Apr 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 58,170 | 2,728 | 1.71% | 0.93% | 333 | -3,606 | -5.84% | Q1 2026 | May 01, 2026 |
| Livet Wealth, LLC | History | Added to | 57,917 | 2,716 | 1.73% | 1.67% | 334 | +87 | 0.15% | Q1 2026 | Apr 24, 2026 |
| Occidental Asset Management, LLC | History | Added to | 57,809 | 2,711 | 0.32% | 0.31% | 335 | +2,863 | 5.21% | Q1 2026 | Apr 15, 2026 |
| Blue Barn Wealth, LLC | History | No change | 57,638 | 2,698 | 3.93% | 3.93% | 336 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 57,009 | 2,674 | 2.04% | 2.0% | 337 | -2,266 | -3.82% | Q1 2026 | Apr 08, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 56,784 | 2,663 | 0.36% | 0.45% | 338 | -18,856 | -24.93% | Q1 2026 | Apr 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 56,308 | 2,623 | 0.23% | 0.22% | 339 | +5,507 | 10.84% | Q1 2026 | May 11, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 55,769 | 2,616 | 0.82% | 0.85% | 340 | -1,593 | -2.78% | Q1 2026 | May 13, 2026 |
| Global Financial Private Client, LLC | History | Added to | 55,316 | 2,594 | 0.85% | 0.87% | 341 | +2,039 | 3.83% | Q1 2026 | Apr 20, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 54,976 | 2,578 | 5.77% | 5.7% | 342 | +466 | 0.85% | Q1 2026 | Apr 27, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 51,058 | 2,575 | 1.86% | 2.03% | 343 | -4,559 | -8.2% | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 54,459 | 2,554 | 0.27% | 0.27% | 344 | +1,546 | 2.92% | Q1 2026 | May 04, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 54,089 | 2,537 | 1.16% | 1.24% | 345 | -2,002 | -3.57% | Q1 2026 | Apr 20, 2026 |
| McAdam, LLC | History | Reduced | 53,649 | 2,516 | 0.11% | 0.12% | 346 | -2,162 | -3.87% | Q1 2026 | May 08, 2026 |
| Bison Wealth, LLC | History | Added to | 47,619 | 2,486 | 0.24% | 0.15% | 347 | +18,970 | 66.22% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Reduced | 52,916 | 2,482 | 0.06% | 0.07% | 348 | -5,800 | -9.88% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 52,805 | 2,477 | 0.03% | 0.02% | 349 | +22,075 | 71.84% | Q1 2026 | Apr 28, 2026 |
| Diligent Investors, LLC | History | Added to | 52,684 | 2,471 | 0.61% | 0.6% | 350 | +331 | 0.63% | Q1 2026 | Apr 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 51,355 | 2,409 | 0.33% | 0.34% | 351 | +1,927 | 3.9% | Q1 2026 | Apr 24, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 51,141 | 2,399 | 0.62% | 0.52% | 352 | +7,764 | 17.9% | Q1 2026 | Apr 08, 2026 |
| Advisory Resource Group | History | Added to | 51,063 | 2,395 | 0.41% | 0.39% | 353 | +3,490 | 7.34% | Q1 2026 | May 15, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 50,991 | 2,392 | 0.78% | 0.74% | 354 | +2,657 | 5.5% | Q1 2026 | Apr 10, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 50,881 | 2,386 | 0.29% | 0.29% | 355 | -617 | -1.2% | Q1 2026 | Apr 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 50,613 | 2,374 | 0.05% | 0.05% | 356 | -5,435 | -9.7% | Q1 2026 | Apr 14, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 50,462 | 2,367 | 0.12% | 0.14% | 357 | -5,484 | -9.8% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 50,395 | 2,364 | 0.03% | 0.02% | 358 | +9,205 | 22.35% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 50,259 | 2,357 | 0.01% | 0.01% | 359 | -249 | -0.49% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Added to | 45,383 | 2,330 | 0.03% | 0.03% | 360 | +12,273 | 37.07% | Q1 2026 | Apr 20, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 49,150 | 2,305 | 1.19% | 1.07% | 361 | +7,745 | 18.71% | Q1 2026 | Apr 21, 2026 |
| Quent Capital, LLC | History | Reduced | 48,826 | 2,290 | 0.16% | 0.19% | 362 | -7,023 | -12.57% | Q1 2026 | Apr 28, 2026 |
| Maia Wealth LLC | History | Added to | 48,538 | 2,276 | 0.38% | 0.33% | 363 | +10,275 | 26.85% | Q1 2026 | May 08, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 48,272 | 2,264 | 0.3% | 0.3% | 364 | +837 | 1.76% | Q1 2026 | Apr 09, 2026 |
| PAX Financial Group, LLC | History | Reduced | 48,191 | 2,260 | 0.39% | 0.41% | 365 | -2,955 | -5.78% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 47,345 | 2,220 | 0.26% | 0.03% | 366 | +42,811 | 944.22% | Q1 2026 | May 15, 2026 |
| Hirtle & Co., LLC | History | No change | 47,285 | 2,218 | 0.08% | 0.08% | 367 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 47,172 | 2,212 | 0.07% | 0.07% | 368 | -396 | -0.83% | Q1 2026 | Apr 08, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 42,948 | 2,205 | 0.15% | 0.15% | 369 | -14 | -0.03% | Q1 2026 | Apr 29, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 46,888 | 2,199 | 0.77% | 0.44% | 370 | +20,293 | 76.3% | Q1 2026 | May 05, 2026 |
| Vested Financial Planning, LLC | History | Added to | 46,808 | 2,195 | 1.67% | 1.54% | 371 | +4,134 | 9.69% | Q1 2026 | Apr 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 46,521 | 2,182 | 0.01% | 0.01% | 372 | -429 | -0.91% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 46,402 | 2,176 | 0.02% | 0.03% | 373 | -2,700 | -5.5% | Q1 2026 | Apr 29, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 45,949 | 2,155 | 0.11% | 0.11% | 374 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 45,090 | 2,115 | 0.65% | 0.49% | 375 | +13,241 | 41.57% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 44,838 | 2,103 | 0.23% | 0.24% | 376 | -226 | -0.5% | Q1 2026 | Apr 29, 2026 |
| Global Endowment Management, LP | History | Added to | 44,805 | 2,102 | 0.23% | 0.24% | 377 | +3,574 | 8.67% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 44,532 | 2,088 | 0.11% | 0.11% | 378 | +1,269 | 2.93% | Q1 2026 | Apr 17, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 44,088 | 2,068 | 1.21% | 1.09% | 379 | +3,171 | 7.75% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 44,065 | 2,067 | 0.06% | 0.06% | 380 | +1,126 | 2.62% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 43,878 | 2,058 | 0.13% | 0.14% | 381 | -1,206 | -2.68% | Q1 2026 | Apr 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 43,737 | 2,051 | 0.2% | 0.18% | 382 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Added to | 43,392 | 2,035 | 0.01% | 0.0% | 383 | +38,422 | 773.08% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 43,339 | 2,033 | 0.02% | 0.02% | 384 | +3,031 | 7.52% | Q1 2026 | Apr 28, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 43,023 | 2,018 | 2.41% | 2.04% | 385 | -7,244 | -14.41% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 42,919 | 2,013 | 0.0% | 0.0% | 386 | +7,278 | 20.42% | Q1 2026 | May 14, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 42,498 | 1,993 | 1.22% | 1.17% | 387 | +2,954 | 7.47% | Q1 2026 | Apr 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 42,064 | 1,973 | 0.11% | 0.14% | 388 | -12,318 | -22.65% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 42,060 | 1,973 | 0.01% | 0.01% | 389 | -6,242 | -12.92% | Q1 2026 | May 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 42,054 | 1,972 | 0.14% | 0.14% | 390 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 40,794 | 1,913 | 0.14% | 0.14% | 391 | +2,264 | 5.88% | Q1 2026 | Apr 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 40,418 | 1,896 | 0.14% | 0.14% | 392 | -8 | -0.02% | Q1 2026 | Apr 22, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Added to | 40,106 | 1,881 | 1.03% | 0.98% | 393 | +3,769 | 10.37% | Q1 2026 | May 14, 2026 |
| Sherman Wealth Management LLC | History | Added to | 39,962 | 1,874 | 1.61% | 1.52% | 394 | +2,487 | 6.64% | Q1 2026 | Apr 13, 2026 |
| FF Advisors,LLC | History | Reduced | 37,014 | 1,861 | 0.75% | 1.06% | 395 | -13,977 | -27.41% | Q1 2026 | Apr 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 39,509 | 1,853 | 0.19% | 0.16% | 396 | +7,869 | 24.87% | Q1 2026 | Apr 30, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 39,399 | 1,848 | 0.63% | 0.56% | 397 | -2,433 | -5.82% | Q1 2026 | Apr 08, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 39,238 | 1,840 | 0.24% | 0.25% | 398 | +1,951 | 5.23% | Q1 2026 | May 11, 2026 |
| Brookwood Investment Group LLC | History | Added to | 39,126 | 1,835 | 0.23% | 0.21% | 399 | +2,554 | 6.98% | Q1 2026 | May 04, 2026 |
| Hofer & Associates. Inc | History | Added to | 38,934 | 1,826 | 0.98% | 0.95% | 400 | +818 | 2.15% | Q1 2026 | Apr 21, 2026 |
| Ascent Group, LLC | History | Reduced | 38,693 | 1,815 | 0.06% | 0.06% | 401 | -1,193 | -2.99% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 38,508 | 1,806 | 0.41% | 0.39% | 402 | +2,527 | 7.02% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Concepts, LLC | History | New | 38,148 | 1,789 | 0.44% | — | 403 | +38,148 | New | Q1 2026 | May 12, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 38,111 | 1,787 | 3.22% | 3.27% | 404 | +1,638 | 4.49% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 37,403 | 1,755 | 0.0% | 0.0% | 405 | -519 | -1.37% | Q1 2026 | Apr 22, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 37,361 | 1,752 | 0.62% | 0.65% | 406 | -101 | -0.27% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 37,151 | 1,742 | 0.0% | 0.0% | 407 | +3,822 | 11.47% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 38,230 | 1,738 | 0.06% | 0.06% | 408 | +5,236 | 15.87% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 36,801 | 1,726 | 0.01% | 0.01% | 409 | +2,399 | 6.97% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 36,678 | 1,720 | 0.01% | 0.01% | 410 | +341 | 0.94% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 36,616 | 1,717 | 0.2% | 0.19% | 411 | +582 | 1.62% | Q1 2026 | Apr 10, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 36,594 | 1,716 | 0.69% | 0.73% | 412 | -24 | -0.07% | Q1 2026 | Apr 24, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 36,433 | 1,709 | 0.34% | 0.35% | 413 | -568 | -1.54% | Q1 2026 | May 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 35,603 | 1,670 | 0.03% | 0.04% | 414 | -2,735 | -7.13% | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 35,600 | 1,669 | 0.06% | 0.03% | 415 | -20 | -0.06% | Q1 2026 | Apr 23, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 35,422 | 1,661 | 0.86% | 0.91% | 416 | -4,562 | -11.41% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,131 | 1,647 | 0.01% | 0.01% | 417 | +2,876 | 8.92% | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 34,747 | 1,629 | 0.36% | 0.38% | 418 | -117 | -0.34% | Q1 2026 | Apr 15, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 34,038 | 1,596 | 0.63% | 0.64% | 419 | -2,884 | -7.81% | Q1 2026 | Apr 17, 2026 |
| G&S Capital LLC | History | Added to | 33,738 | 1,582 | 0.56% | 0.43% | 420 | +7,896 | 30.55% | Q1 2026 | Apr 07, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 33,301 | 1,562 | 0.11% | 0.15% | 421 | -8,126 | -19.62% | Q1 2026 | May 05, 2026 |
| SYM FINANCIAL Corp | History | Added to | 33,283 | 1,561 | 0.16% | 0.15% | 422 | +3,038 | 10.04% | Q1 2026 | May 08, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 33,081 | 1,551 | 0.52% | 0.51% | 423 | +538 | 1.65% | Q1 2026 | May 05, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 33,060 | 1,550 | 0.3% | 0.26% | 424 | +6,336 | 23.71% | Q1 2026 | May 15, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 32,918 | 1,544 | 0.64% | 0.61% | 425 | +1,363 | 4.32% | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 32,761 | 1,536 | 0.05% | 0.06% | 426 | -7,868 | -19.37% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 32,650 | 1,531 | 0.04% | 0.28% | 427 | -157,146 | -82.8% | Q1 2026 | Apr 09, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 32,443 | 1,521 | 0.23% | 0.39% | 429 | -19,652 | -37.72% | Q1 2026 | May 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 32,425 | 1,521 | 0.09% | 0.11% | 428 | -4,485 | -12.15% | Q1 2026 | Apr 27, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 32,418 | 1,520 | 0.22% | 0.24% | 430 | -1,242 | -3.69% | Q1 2026 | Apr 21, 2026 |
| SCS Capital Management LLC | History | Added to | 32,018 | 1,501 | 0.02% | 0.02% | 431 | +932 | 3.0% | Q1 2026 | May 11, 2026 |
| Towne Trust Company, N.A | History | Added to | 31,875 | 1,495 | 0.48% | 0.33% | 432 | +9,423 | 41.97% | Q1 2026 | Apr 22, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 31,274 | 1,467 | 0.86% | 0.85% | 433 | -69 | -0.22% | Q1 2026 | Apr 17, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 31,262 | 1,466 | 0.35% | 0.14% | 434 | +19,886 | 174.81% | Q1 2026 | Apr 24, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 31,136 | 1,460 | 1.15% | 1.11% | 435 | +492 | 1.61% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 31,084 | 1,458 | 0.04% | 0.02% | 436 | +16,415 | 111.9% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | Added to | 31,014 | 1,454 | 0.78% | 0.59% | 437 | +8,549 | 38.05% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Reduced | 30,900 | 1,449 | 0.02% | 0.02% | 438 | -3,013 | -8.88% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 30,705 | 1,440 | 0.0% | 0.01% | 439 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| May Hill Capital, LLC | History | Reduced | 30,632 | 1,436 | 0.36% | 0.39% | 440 | -500 | -1.61% | Q1 2026 | May 06, 2026 |
| IRON Financial LLC | History | Added to | 30,260 | 1,419 | 0.62% | 0.65% | 441 | +43 | 0.14% | Q1 2026 | Apr 27, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 30,249 | 1,418 | 0.34% | 0.32% | 442 | +180 | 0.6% | Q1 2026 | Apr 17, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 30,191 | 1,416 | 1.1% | — | 443 | +30,191 | New | Q1 2026 | Apr 28, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 29,534 | 1,385 | 0.02% | 0.01% | 444 | +12,173 | 70.12% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 29,421 | 1,380 | 0.11% | 0.1% | 445 | +2,965 | 11.21% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 29,207 | 1,370 | 0.08% | 0.08% | 446 | -335 | -1.13% | Q1 2026 | Apr 20, 2026 |
| Wedmont Private Capital | History | Added to | 27,722 | 1,360 | 0.04% | 0.04% | 447 | +1,654 | 6.34% | Q1 2026 | Apr 09, 2026 |
| Brown Financial Advisory | History | Reduced | 28,757 | 1,348 | 0.67% | 0.89% | 448 | -8,985 | -23.81% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Reduced | 28,524 | 1,338 | 0.02% | 0.04% | 449 | -25,668 | -47.36% | Q1 2026 | Apr 27, 2026 |
| Independent Wealth Network Inc. | History | Added to | 28,536 | 1,338 | 0.4% | 0.27% | 450 | +9,390 | 49.04% | Q1 2026 | Apr 20, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 28,446 | 1,334 | 0.94% | 0.96% | 451 | -288 | -1.0% | Q1 2026 | Apr 23, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 28,402 | 1,332 | 0.27% | 0.28% | 452 | -366 | -1.27% | Q1 2026 | Apr 06, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 28,392 | 1,331 | 0.65% | 0.66% | 453 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 28,326 | 1,328 | 0.05% | 0.04% | 454 | +2,978 | 11.75% | Q1 2026 | Apr 22, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 28,317 | 1,328 | 0.17% | 0.18% | 455 | -1,881 | -6.23% | Q1 2026 | May 04, 2026 |
| M Holdings Securities, Inc. | History | Added to | 25,186 | 1,318 | 0.09% | 0.07% | 456 | +5,721 | 29.39% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 27,947 | 1,310 | 0.01% | — | 457 | +27,947 | New | Q1 2026 | Apr 27, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 27,909 | 1,309 | 0.86% | 0.9% | 458 | -90 | -0.32% | Q1 2026 | Apr 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 27,744 | 1,301 | 0.07% | 0.06% | 459 | +4,769 | 20.76% | Q1 2026 | Apr 30, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 27,676 | 1,296 | 0.34% | 0.34% | 460 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 27,430 | 1,286 | 0.52% | 0.45% | 461 | +3,533 | 14.78% | Q1 2026 | Apr 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 27,330 | 1,282 | 0.18% | 0.19% | 462 | -111 | -0.4% | Q1 2026 | May 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 27,264 | 1,278 | 0.36% | 0.36% | 463 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NORDEN GROUP LLC | History | Reduced | 27,021 | 1,267 | 0.12% | 0.23% | 464 | -22,150 | -45.05% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 26,989 | 1,266 | 0.08% | 0.07% | 465 | +718 | 2.73% | Q1 2026 | May 13, 2026 |
| Formidable Asset Management, LLC | History | Added to | 27,035 | 1,265 | 0.2% | 0.16% | 466 | +2,841 | 11.74% | Q1 2026 | Apr 22, 2026 |
| Diversified Enterprises, LLC | History | Added to | 26,536 | 1,244 | 0.07% | 0.07% | 467 | +2,340 | 9.67% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 26,391 | 1,238 | 0.01% | 0.0% | 468 | +15,621 | 145.04% | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 26,073 | 1,223 | 0.13% | 0.2% | 469 | -14,094 | -35.09% | Q1 2026 | Apr 22, 2026 |
| WLTH Capital Management, LLC | History | Reduced | 26,060 | 1,222 | 0.96% | 1.07% | 470 | -1,576 | -5.7% | Q1 2026 | Apr 10, 2026 |
| Selby Wealth Management, LLC | History | Added to | 25,965 | 1,218 | 0.48% | 0.46% | 471 | +1,380 | 5.61% | Q1 2026 | Apr 08, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 25,792 | 1,209 | 0.43% | 0.42% | 472 | +960 | 3.87% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 25,756 | 1,208 | 0.02% | 0.02% | 473 | -5,666 | -18.03% | Q1 2026 | Apr 08, 2026 |
| Fullerton Advisors, LLC | History | Added to | 25,750 | 1,207 | 1.25% | 1.19% | 474 | +250 | 0.98% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 25,586 | 1,200 | 0.01% | 0.03% | 475 | -21,979 | -46.21% | Q1 2026 | May 06, 2026 |
| GTS SECURITIES LLC | History | New | 25,427 | 1,192 | 0.04% | — | 476 | +25,427 | New | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 25,379 | 1,191 | 0.01% | 0.01% | 477 | +4,746 | 23.0% | Q1 2026 | May 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 25,013 | 1,173 | 0.54% | 0.41% | 478 | +56 | 0.22% | Q1 2026 | May 05, 2026 |
| United Asset Strategies, Inc. | History | Added to | 24,806 | 1,163 | 0.09% | 0.09% | 479 | +215 | 0.87% | Q1 2026 | Apr 29, 2026 |
| Sanchez Levi Garrett | History | New | 24,460 | 1,147 | 0.72% | — | 481 | +24,460 | New | Q1 2026 | May 15, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 24,465 | 1,147 | 0.78% | 0.48% | 480 | +9,929 | 68.31% | Q1 2026 | May 08, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 24,364 | 1,142 | 0.06% | 0.05% | 482 | +5,467 | 28.93% | Q1 2026 | May 01, 2026 |
| Range Financial Group LLC | History | Added to | 24,330 | 1,141 | 0.38% | 0.39% | 483 | +486 | 2.04% | Q1 2026 | Apr 30, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 24,187 | 1,134 | 0.12% | 0.14% | 484 | +1,332 | 5.83% | Q1 2026 | May 14, 2026 |
| October Effect Ltd | History | Added to | 24,065 | 1,128 | 1.3% | 0.98% | 485 | +5,013 | 26.31% | Q1 2026 | Apr 21, 2026 |
| Balboa Wealth Partners | History | Reduced | 24,023 | 1,126 | 0.19% | 0.19% | 486 | -482 | -1.97% | Q1 2026 | Apr 16, 2026 |
| Integrity Wealth Partners, LLC | History | New | 23,805 | 1,116 | 1.0% | — | 487 | +23,805 | New | Q1 2026 | Apr 27, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 23,662 | 1,109 | 0.37% | 0.38% | 488 | +366 | 1.57% | Q1 2026 | Apr 30, 2026 |
| Certified Advisory Corp | History | Reduced | 23,585 | 1,106 | 0.1% | 0.11% | 489 | -2,594 | -9.91% | Q1 2026 | Apr 17, 2026 |
| NWAM LLC | History | Added to | 22,903 | 1,074 | 0.06% | 0.05% | 490 | +4,699 | 25.81% | Q1 2026 | May 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 22,858 | 1,072 | 0.19% | 0.32% | 491 | -2,639 | -10.35% | Q1 2026 | May 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 22,727 | 1,066 | 0.04% | 0.04% | 492 | +170 | 0.75% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Added to | 22,605 | 1,060 | 0.03% | 0.02% | 493 | +5,343 | 30.95% | Q1 2026 | May 12, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 22,536 | 1,057 | 0.31% | 0.32% | 495 | +469 | 2.13% | Q1 2026 | Apr 20, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 22,547 | 1,057 | 0.13% | 0.13% | 494 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| City State Bank | History | Reduced | 22,469 | 1,054 | 0.27% | 0.29% | 496 | -30 | -0.13% | Q1 2026 | Apr 20, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 22,359 | 1,048 | 0.09% | 0.1% | 498 | -1,521 | -6.37% | Q1 2026 | May 14, 2026 |
| Battery Global Advisors, LLC | History | No change | 22,356 | 1,048 | 0.56% | 0.48% | 497 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 22,250 | 1,043 | 0.62% | 0.67% | 499 | -1,122 | -4.8% | Q1 2026 | Apr 16, 2026 |
| Generation Capital Management LLC | History | Added to | 22,147 | 1,038 | 0.76% | 0.14% | 501 | +17,397 | 366.25% | Q1 2026 | May 08, 2026 |
| Apeiron RIA LLC | History | Added to | 22,146 | 1,038 | 0.24% | 0.21% | 500 | +883 | 4.15% | Q1 2026 | Apr 27, 2026 |
| Portland Financial Advisors Inc | History | Added to | 22,052 | 1,034 | 2.15% | 2.08% | 502 | +1,172 | 5.61% | Q1 2026 | Apr 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 22,004 | 1,032 | 0.12% | 0.1% | 503 | +1,713 | 8.44% | Q1 2026 | Apr 16, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 21,978 | 1,030 | 0.64% | — | 504 | +21,978 | New | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | Reduced | 21,898 | 1,027 | 0.21% | 0.23% | 505 | -395 | -1.77% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 21,772 | 1,021 | 0.02% | 0.02% | 506 | +29 | 0.13% | Q1 2026 | Apr 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 21,753 | 1,020 | 0.0% | 0.0% | 507 | +588 | 2.78% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 21,749 | 1,020 | 0.11% | 0.11% | 508 | +427 | 2.0% | Q1 2026 | May 11, 2026 |
| Jacobs Equity LLC | History | Added to | 21,626 | 1,014 | 0.91% | 0.46% | 509 | +11,390 | 111.27% | Q1 2026 | May 14, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 21,500 | 1,008 | 0.6% | 0.34% | 511 | +6,818 | 46.44% | Q1 2026 | Apr 15, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 21,496 | 1,008 | 0.37% | 0.37% | 510 | +201 | 0.94% | Q1 2026 | Apr 17, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 21,372 | 1,002 | 0.6% | 0.6% | 512 | +186 | 0.88% | Q1 2026 | Apr 30, 2026 |
| WealthPoint Financial, LLC | History | No change | 21,304 | 997 | 0.87% | 0.87% | 513 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 21,196 | 994 | 0.07% | 0.13% | 514 | -17,401 | -45.08% | Q1 2026 | May 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 21,068 | 988 | 0.34% | 0.37% | 515 | -555 | -2.57% | Q1 2026 | Apr 15, 2026 |
| Level Wealth Management LLC | History | Added to | 21,074 | 988 | 0.46% | 0.5% | 516 | +115 | 0.55% | Q1 2026 | Apr 27, 2026 |
| Vericrest Private Wealth | History | Reduced | 21,050 | 987 | 0.89% | 0.9% | 517 | -500 | -2.32% | Q1 2026 | May 06, 2026 |
| AIRE ADVISORS, LLC | History | No change | 20,805 | 975 | 0.18% | 0.18% | 518 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 20,780 | 974 | 0.39% | 0.45% | 519 | -870 | -4.02% | Q1 2026 | Apr 30, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 20,675 | 969 | 0.39% | 0.39% | 520 | -544 | -2.56% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 20,652 | 968 | 0.09% | 0.07% | 521 | +2,916 | 16.44% | Q1 2026 | Apr 30, 2026 |
| Quadrature Capital Ltd | History | New | 20,200 | 947 | 0.01% | — | 523 | +20,200 | New | Q1 2026 | May 15, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 20,845 | 947 | 0.83% | 0.91% | 522 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pacifica Partners Inc. | History | Added to | 20,082 | 942 | 0.31% | 0.36% | 524 | +3,235 | 19.2% | Q1 2026 | Apr 09, 2026 |
| Three Cord True Wealth Management, LLC | History | Reduced | 19,911 | 934 | 0.52% | 0.54% | 525 | -5 | -0.03% | Q1 2026 | Apr 27, 2026 |
| American Investment Services, Inc. | History | Reduced | 19,609 | 919 | 0.2% | 0.21% | 526 | -74 | -0.38% | Q1 2026 | May 13, 2026 |
| Sentinel Advisory Group, LLC | History | New | 19,380 | 909 | 0.44% | — | 527 | +19,380 | New | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 19,370 | 908 | 0.11% | 0.08% | 528 | +4,945 | 34.28% | Q1 2026 | Apr 17, 2026 |
| Orin Green Financial, LLC | History | Reduced | 19,263 | 903 | 0.37% | 0.38% | 529 | -1,095 | -5.38% | Q1 2026 | Apr 29, 2026 |
| Canal Capital Management, LLC | History | Added to | 19,157 | 898 | 0.12% | 0.12% | 530 | +1,146 | 6.36% | Q1 2026 | Apr 27, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 19,107 | 896 | 0.17% | 0.19% | 531 | -1,339 | -6.55% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 19,062 | 894 | 0.01% | 0.04% | 533 | -53,055 | -73.57% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 19,073 | 894 | 0.0% | 0.0% | 532 | -423 | -2.17% | Q1 2026 | May 14, 2026 |
| Redwood Financial Network Corp | History | Added to | 18,856 | 884 | 0.58% | 0.55% | 534 | +510 | 2.78% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 18,682 | 874 | 0.05% | 0.05% | 535 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MBA Advisors LLC | History | Reduced | 18,483 | 867 | 0.33% | 0.35% | 536 | -165 | -0.88% | Q1 2026 | Apr 20, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 18,375 | 861 | 0.13% | 0.14% | 537 | -32 | -0.17% | Q1 2026 | Apr 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 18,164 | 852 | 0.87% | 1.79% | 538 | -18,626 | -50.63% | Q1 2026 | May 14, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 16,529 | 844 | 0.22% | 0.23% | 539 | -52 | -0.31% | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 17,892 | 839 | 0.0% | 0.0% | 540 | +3,761 | 26.62% | Q1 2026 | May 15, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 17,718 | 831 | 0.18% | 0.18% | 541 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 17,674 | 829 | 0.07% | 0.06% | 542 | +892 | 5.32% | Q1 2026 | May 15, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 17,620 | 826 | 0.2% | 0.21% | 543 | -2,141 | -10.83% | Q1 2026 | May 15, 2026 |
| Idaho Trust Co | History | Reduced | 17,526 | 821 | 0.27% | 0.31% | 544 | -2,587 | -12.86% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 17,522 | 821 | 0.01% | 0.01% | 545 | +356 | 2.07% | Q1 2026 | Apr 22, 2026 |
| National Wealth Management Group, LLC | History | Added to | 17,415 | 816 | 0.3% | 0.25% | 546 | +2,018 | 13.11% | Q1 2026 | May 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 17,360 | 812 | 0.06% | 0.06% | 547 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Family Investment Center, Inc. | History | Reduced | 17,302 | 811 | 0.16% | 0.17% | 548 | -206 | -1.18% | Q1 2026 | Apr 24, 2026 |
| XY Planning Network, Inc. | History | Added to | 17,180 | 808 | 0.13% | 0.11% | 551 | +3,149 | 22.44% | Q1 2026 | Apr 14, 2026 |
| Rede Wealth, LLC | History | Reduced | 17,240 | 808 | 0.29% | 0.28% | 550 | -91 | -0.53% | Q1 2026 | Apr 10, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 17,236 | 808 | 0.08% | 0.08% | 549 | -55 | -0.32% | Q1 2026 | Apr 30, 2026 |
| Bravias Capital Group, LLC | History | Added to | 17,159 | 804 | 0.53% | 0.48% | 552 | +322 | 1.91% | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | Added to | 17,106 | 802 | 0.01% | 0.01% | 554 | +1,094 | 6.83% | Q1 2026 | May 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 17,645 | 802 | 0.27% | 0.28% | 553 | -823 | -4.46% | Q1 2026 | Apr 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 17,085 | 801 | 0.08% | 0.03% | 555 | +11,549 | 208.62% | Q1 2026 | Apr 27, 2026 |
| Plan A Wealth LLC | History | Reduced | 17,067 | 800 | 0.38% | 0.51% | 556 | -5,234 | -23.47% | Q1 2026 | May 15, 2026 |
| Valley Financial Group, Inc. | History | Added to | 17,008 | 797 | 0.43% | 0.44% | 557 | +244 | 1.46% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 16,771 | 786 | 0.0% | 0.0% | 558 | +735 | 4.58% | Q1 2026 | May 13, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 16,732 | 784 | 0.08% | 0.05% | 559 | +6,166 | 58.36% | Q1 2026 | May 15, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 16,665 | 781 | 0.16% | 0.28% | 561 | -10,016 | -37.54% | Q1 2026 | May 05, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 16,662 | 781 | 0.17% | 0.16% | 560 | +76 | 0.46% | Q1 2026 | May 08, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 16,561 | 776 | 0.45% | 0.47% | 562 | +70 | 0.42% | Q1 2026 | Apr 23, 2026 |
| Carnegie Investment Counsel | History | Added to | 16,542 | 775 | 0.02% | 0.01% | 563 | +3,182 | 23.82% | Q1 2026 | May 01, 2026 |
| Vantage Financial Partners, LLC | History | No change | 16,402 | 767 | 0.16% | 0.16% | 564 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gross & Hartman Investments LLC | History | Reduced | 16,161 | 758 | 0.39% | 0.44% | 565 | -513 | -3.08% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,145 | 757 | 0.03% | 0.03% | 566 | +951 | 6.26% | Q1 2026 | May 12, 2026 |
| PCB Capital LLC | History | Added to | 16,127 | 756 | 1.19% | 1.1% | 568 | +1,479 | 10.1% | Q1 2026 | Apr 29, 2026 |
| Breachway Investments LLC | History | Added to | 16,073 | 756 | 0.73% | 0.77% | 567 | +474 | 3.04% | Q1 2026 | Apr 13, 2026 |
| RAINIER FAMILY WEALTH INC | History | Reduced | 16,003 | 750 | 0.5% | 1.84% | 569 | -36,082 | -69.28% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Added to | 15,983 | 749 | 0.03% | 0.02% | 571 | +4,111 | 34.63% | Q1 2026 | May 06, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 15,970 | 749 | 0.51% | 0.5% | 570 | -156 | -0.97% | Q1 2026 | May 04, 2026 |
| Traction Financial Partners, LLC | History | Added to | 15,959 | 748 | 0.46% | 0.22% | 572 | +7,988 | 100.21% | Q1 2026 | May 14, 2026 |
| Net Worth Advisory Group | History | Added to | 15,891 | 745 | 0.15% | 0.15% | 573 | +417 | 2.69% | Q1 2026 | May 05, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 15,879 | 744 | 0.74% | 0.73% | 574 | +287 | 1.84% | Q1 2026 | May 07, 2026 |
| Able Wealth Management LLC | History | New | 15,706 | 736 | 0.2% | — | 577 | +15,706 | New | Q1 2026 | Apr 24, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 15,692 | 736 | 0.23% | 0.32% | 576 | -7,088 | -31.12% | Q1 2026 | Apr 17, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 15,695 | 736 | 0.1% | 0.09% | 575 | +1,593 | 11.3% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | Added to | 15,624 | 735 | 0.04% | 0.03% | 578 | +4,431 | 39.59% | Q1 2026 | Apr 27, 2026 |
| WINNOW WEALTH LLC | History | Added to | 15,525 | 728 | 0.56% | 0.0% | 580 | +15,438 | 17744.83% | Q1 2026 | May 19, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 15,535 | 728 | 0.4% | 0.39% | 579 | -328 | -2.07% | Q1 2026 | May 04, 2026 |
| Argent Trust Co | History | Reduced | 15,229 | 714 | 0.02% | 0.03% | 581 | -780 | -4.87% | Q1 2026 | May 13, 2026 |
| TKG Advisors, LLC | History | Added to | 15,175 | 711 | 0.29% | 0.21% | 582 | +4,049 | 36.39% | Q1 2026 | Apr 24, 2026 |
| Gilbert & Cook, Inc. | History | No change | 15,103 | 708 | 0.09% | 0.09% | 583 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 15,080 | 707 | 0.18% | 0.18% | 584 | +472 | 3.23% | Q1 2026 | Apr 29, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 15,060 | 706 | 0.22% | 0.23% | 585 | -318 | -2.07% | Q1 2026 | May 06, 2026 |
| Clearview Wealth Management LLC | History | New | 15,026 | 704 | 0.5% | — | 586 | +15,026 | New | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 14,992 | 703 | 0.29% | 0.3% | 587 | -787 | -4.99% | Q1 2026 | May 05, 2026 |
| Capital Developers, LLC | History | Reduced | 14,980 | 702 | 0.63% | 0.64% | 588 | -305 | -2.0% | Q1 2026 | May 08, 2026 |
| Private Wealth Group, LLC | History | Added to | 14,938 | 700 | 0.33% | 0.32% | 589 | +755 | 5.32% | Q1 2026 | Apr 23, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 14,929 | 700 | 0.23% | 0.25% | 590 | +525 | 3.64% | Q1 2026 | May 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 14,922 | 699 | 0.34% | 0.36% | 591 | +424 | 2.92% | Q1 2026 | May 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 14,771 | 692 | 0.02% | — | 592 | +14,771 | New | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 14,680 | 688 | 0.04% | 0.04% | 593 | -286 | -1.91% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,661 | 687 | 0.02% | 0.02% | 594 | +572 | 4.06% | Q1 2026 | Apr 07, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 14,608 | 685 | 0.1% | 0.12% | 595 | -1,883 | -11.42% | Q1 2026 | Apr 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,417 | 676 | 0.02% | 0.02% | 597 | +924 | 6.85% | Q1 2026 | Apr 20, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 14,429 | 676 | 0.04% | 0.04% | 596 | +840 | 6.18% | Q1 2026 | May 14, 2026 |
| Coign Capital Advisors LLC | History | Reduced | 14,376 | 674 | 0.35% | 0.36% | 598 | -378 | -2.56% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,332 | 672 | 0.01% | 0.01% | 600 | +6,409 | 80.89% | Q1 2026 | May 18, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 14,339 | 672 | 0.07% | 0.07% | 599 | -24 | -0.17% | Q1 2026 | May 05, 2026 |
| K2 Financial Inc. | History | Added to | 13,162 | 671 | 0.49% | 0.46% | 601 | +748 | 6.03% | Q1 2026 | Apr 28, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 14,257 | 668 | 0.52% | 0.36% | 602 | +4,427 | 45.04% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 14,187 | 665 | 0.01% | 0.0% | 603 | +1,939 | 15.83% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 14,082 | 660 | 0.0% | 0.01% | 604 | -37,449 | -72.67% | Q1 2026 | May 13, 2026 |
| RCW Management, LLC | History | Added to | 13,941 | 653 | 0.67% | 0.42% | 605 | +5,058 | 56.94% | Q1 2026 | Apr 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 13,915 | 652 | 0.14% | 1.53% | 606 | -137,284 | -90.8% | Q1 2026 | May 12, 2026 |
| Orcam Financial Group | History | No change | 13,796 | 647 | 0.46% | 0.48% | 607 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spartan Planning & Wealth Management | History | Reduced | 13,778 | 646 | 0.48% | 0.85% | 608 | -10,783 | -43.9% | Q1 2026 | Apr 16, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 13,379 | 627 | 0.31% | 0.32% | 609 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 12,199 | 623 | 0.13% | 0.05% | 610 | +7,265 | 147.24% | Q1 2026 | May 01, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 13,245 | 621 | 0.18% | — | 611 | +13,245 | New | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 13,187 | 618 | 0.01% | 0.01% | 612 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,102 | 613 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 13,239 | 610 | 0.08% | 0.08% | 614 | +175 | 1.34% | Q1 2026 | Apr 30, 2026 |
| Westfuller Advisors, LLC | History | Added to | 12,718 | 596 | 0.26% | 0.1% | 615 | +7,301 | 134.78% | Q1 2026 | Apr 28, 2026 |
| SUMMITRY LLC | History | No change | 12,671 | 594 | 0.03% | 0.02% | 616 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dynamic Financial Group | History | Added to | 12,501 | 586 | 0.48% | 0.44% | 617 | +1,399 | 12.6% | Q1 2026 | May 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 12,485 | 585 | 0.04% | 0.04% | 618 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| River Street Advisors LLC | History | Added to | 12,420 | 582 | 0.2% | 0.21% | 619 | +298 | 2.46% | Q1 2026 | Apr 21, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 12,393 | 581 | 0.4% | 0.37% | 620 | +673 | 5.74% | Q1 2026 | May 08, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 12,250 | 574 | 0.09% | 0.09% | 621 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 12,134 | 571 | 0.46% | 0.49% | 622 | -300 | -2.41% | Q1 2026 | Apr 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,165 | 570 | 0.0% | 0.0% | 623 | -256,339 | -95.47% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 12,121 | 568 | 0.03% | 0.03% | 624 | +1,757 | 16.95% | Q1 2026 | Apr 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 11,943 | 560 | 0.01% | 0.0% | 625 | +1,676 | 16.32% | Q1 2026 | Apr 13, 2026 |
| Stanich Group LLC | History | Reduced | 11,950 | 560 | 0.43% | 0.45% | 626 | -835 | -6.53% | Q1 2026 | Apr 15, 2026 |
| Hilltop Partners LLC | History | Reduced | 11,915 | 558 | 0.14% | 0.15% | 627 | -337 | -2.75% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 11,883 | 557 | 0.0% | 0.0% | 628 | +11,779 | 11325.96% | Q1 2026 | May 06, 2026 |
| DRAVO BAY LLC | History | Reduced | 11,892 | 557 | 0.23% | 0.24% | 629 | -211 | -1.74% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,831 | 554 | 0.0% | 0.0% | 630 | -7,247 | -37.99% | Q1 2026 | May 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 11,824 | 554 | 0.2% | 0.2% | 631 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,794 | 553 | 0.0% | — | 633 | +11,794 | New | Q1 2026 | May 12, 2026 |
| Advance Capital Management, Inc. | History | No change | 11,797 | 553 | 0.02% | 0.02% | 632 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 11,754 | 551 | 0.06% | 0.07% | 634 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 11,639 | 545 | 0.09% | 0.1% | 635 | -572 | -4.68% | Q1 2026 | May 04, 2026 |
| WARNER FINANCIAL, INC | History | No change | 11,544 | 542 | 0.19% | 0.19% | 636 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 11,496 | 539 | 0.02% | 0.03% | 637 | -7,023 | -37.92% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,464 | 537 | 0.01% | 0.01% | 638 | +1,970 | 20.75% | Q1 2026 | Apr 20, 2026 |
| Life Planning Partners, Inc | History | No change | 11,466 | 537 | 0.41% | 0.41% | 639 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11,342 | 532 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Added to | 11,169 | 523 | 0.07% | 0.03% | 642 | +6,299 | 129.34% | Q1 2026 | Apr 22, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 11,165 | 523 | 0.11% | 0.1% | 641 | -3 | -0.03% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 11,145 | 522 | 0.02% | 0.02% | 643 | -76 | -0.68% | Q1 2026 | May 12, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 10,905 | 511 | 0.55% | 2.61% | 645 | -42,294 | -79.5% | Q1 2026 | Apr 21, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 10,911 | 511 | 0.04% | 0.03% | 644 | +3,212 | 41.72% | Q1 2026 | May 18, 2026 |
| Gambit Capital Management, LLC | History | Added to | 10,890 | 510 | 0.35% | 0.27% | 646 | +2,671 | 32.5% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 10,841 | 508 | 0.03% | 0.03% | 647 | +61 | 0.57% | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 10,820 | 507 | 0.01% | 0.01% | 648 | +254 | 2.4% | Q1 2026 | May 12, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 10,750 | 504 | 0.18% | 0.28% | 649 | -1,013 | -8.61% | Q1 2026 | May 12, 2026 |
| Fortitude Financial, LLC | History | Reduced | 10,649 | 499 | 0.26% | 1.56% | 650 | -28,626 | -72.89% | Q1 2026 | Apr 23, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 10,504 | 492 | 0.04% | 0.05% | 651 | -851 | -7.49% | Q1 2026 | Apr 08, 2026 |
| Brooklyn Investment Group | History | Added to | 10,407 | 488 | 0.02% | 0.01% | 652 | +4,663 | 81.18% | Q1 2026 | Apr 29, 2026 |
| Destination Wealth Management | History | Reduced | 10,291 | 482 | 0.01% | 0.01% | 653 | -292 | -2.76% | Q1 2026 | May 15, 2026 |
| Owen LaRue, LLC | History | Added to | 10,193 | 478 | 0.18% | 0.15% | 654 | +1,800 | 21.45% | Q1 2026 | Apr 30, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 10,517 | 478 | 0.41% | 0.42% | 655 | +58 | 0.55% | Q1 2026 | Apr 27, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 10,177 | 477 | 0.21% | 0.16% | 656 | +2,641 | 35.05% | Q1 2026 | May 15, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 10,128 | 475 | 0.34% | 0.36% | 658 | -280 | -2.69% | Q1 2026 | Apr 30, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 10,140 | 475 | 0.05% | 0.05% | 657 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 10,076 | 472 | 0.03% | 0.03% | 659 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 10,005 | 469 | 0.02% | 0.02% | 660 | +826 | 9.0% | Q1 2026 | May 14, 2026 |
| Urban Financial Advisory Corp | History | No change | 9,962 | 467 | 0.17% | 0.18% | 661 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Powers Advisory Group, LLC | History | Added to | 9,935 | 466 | 0.16% | 0.09% | 663 | +4,842 | 95.07% | Q1 2026 | Apr 21, 2026 |
| BAHL & GAYNOR INC | History | Added to | 9,935 | 466 | 0.0% | 0.0% | 662 | +175 | 1.79% | Q1 2026 | May 07, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | Added to | 9,898 | 464 | 0.38% | 0.38% | 665 | +109 | 1.11% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 9,900 | 464 | 0.03% | 0.03% | 664 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Keener Financial Planning LLC | History | No change | 9,763 | 457 | 0.19% | 0.2% | 666 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Claro Advisors Inc. | History | Reduced | 9,732 | 456 | 0.05% | 0.06% | 667 | -62 | -0.63% | Q1 2026 | Apr 21, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 9,657 | 453 | 0.12% | 0.15% | 668 | +1,293 | 15.46% | Q1 2026 | Apr 29, 2026 |
| ACT Advisors, LLC. | History | Reduced | 9,653 | 452 | 0.19% | 0.19% | 669 | -405 | -4.03% | Q1 2026 | Apr 14, 2026 |
| TSA Wealth Managment LLC | History | No change | 9,648 | 452 | 0.15% | 0.15% | 670 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vantus Wealth LLC | History | No change | 9,640 | 451 | 0.33% | 0.33% | 671 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 9,539 | 447 | 0.08% | 0.08% | 672 | -40 | -0.42% | Q1 2026 | Apr 30, 2026 |
| Csenge Advisory Group | History | Added to | 9,509 | 446 | 0.02% | 0.02% | 673 | +914 | 10.63% | Q1 2026 | Apr 30, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,507 | 445 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 9,457 | 443 | 0.32% | 0.37% | 675 | +5 | 0.05% | Q1 2026 | Apr 27, 2026 |
| TFB Advisors LLC | History | Added to | 9,421 | 441 | 0.23% | 0.12% | 676 | +434 | 4.83% | Q1 2026 | Apr 20, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 9,395 | 440 | 0.08% | 0.08% | 677 | +365 | 4.04% | Q1 2026 | Apr 29, 2026 |
| HUB Investment Partners, LLC | History | New | 9,343 | 438 | 0.01% | — | 679 | +9,343 | New | Q1 2026 | May 15, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 9,339 | 438 | 0.07% | 0.07% | 678 | -8 | -0.09% | Q1 2026 | Apr 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 9,333 | 437 | 0.03% | 0.03% | 680 | +375 | 4.19% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 9,313 | 436 | 0.05% | 0.05% | 681 | -1,402 | -13.08% | Q1 2026 | Apr 28, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 9,238 | 433 | 0.12% | 0.1% | 682 | -4,453 | -32.53% | Q1 2026 | Apr 24, 2026 |
| Breakwater Investment Management | History | Added to | 9,199 | 431 | 0.16% | 0.09% | 683 | +4,034 | 78.1% | Q1 2026 | May 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 9,178 | 430 | 0.04% | 0.03% | 684 | +1,781 | 24.08% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,124 | 428 | 0.03% | 0.03% | 685 | +256 | 2.89% | Q1 2026 | Apr 08, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 9,132 | 428 | 0.25% | 0.25% | 686 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,085 | 426 | 0.01% | 0.01% | 687 | -6,188 | -40.52% | Q1 2026 | May 14, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 9,004 | 422 | 0.16% | 0.22% | 688 | -1,626 | -15.3% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Added to | 8,944 | 419 | 0.0% | 0.0% | 689 | +1,063 | 13.49% | Q1 2026 | May 14, 2026 |
| FreeGulliver LLC | History | Added to | 8,736 | 409 | 0.17% | 0.12% | 691 | +1,866 | 27.16% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 8,725 | 409 | 0.19% | 0.18% | 690 | -77 | -0.87% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 8,690 | 407 | 0.08% | 0.06% | 692 | +45 | 0.52% | Q1 2026 | May 11, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 8,668 | 406 | 0.08% | 0.08% | 693 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 8,596 | 403 | 0.18% | 0.1% | 695 | +3,423 | 66.17% | Q1 2026 | May 05, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 8,596 | 403 | 0.14% | 0.13% | 694 | +128 | 1.51% | Q1 2026 | May 13, 2026 |
| RCS Financial Planning, LLC | History | Added to | 8,497 | 398 | 0.21% | 0.11% | 697 | +2,934 | 52.74% | Q1 2026 | Apr 21, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 8,490 | 398 | 0.05% | 0.05% | 696 | +122 | 1.46% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,459 | 396 | 0.01% | 0.01% | 698 | +49 | 0.58% | Q1 2026 | May 13, 2026 |
| Kelly Financial Services LLC | History | Reduced | 8,432 | 395 | 0.1% | 0.1% | 699 | -1 | -0.01% | Q1 2026 | Apr 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 8,375 | 392 | 0.01% | 0.01% | 700 | -611 | -6.8% | Q1 2026 | May 06, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 8,373 | 392 | 0.18% | 0.2% | 701 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rossby Financial, LCC | History | Added to | 8,302 | 390 | 0.08% | 0.03% | 704 | +5,931 | 250.15% | Q1 2026 | May 11, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 8,326 | 390 | 0.01% | 0.01% | 703 | +172 | 2.11% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 8,319 | 390 | 0.01% | 0.01% | 702 | +15 | 0.18% | Q1 2026 | May 15, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 8,275 | 388 | 0.14% | 0.23% | 706 | -5,980 | -41.95% | Q1 2026 | May 04, 2026 |
| Redmond Asset Management, LLC | History | Added to | 8,273 | 388 | 0.11% | 0.1% | 705 | +97 | 1.19% | Q1 2026 | May 06, 2026 |
| PFG Advisors | History | Reduced | 8,261 | 387 | 0.02% | 0.02% | 707 | -2,541 | -23.52% | Q1 2026 | May 05, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 8,186 | 384 | 0.14% | 0.14% | 708 | +377 | 4.83% | Q1 2026 | Apr 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 8,195 | 384 | 0.02% | 0.02% | 709 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 8,160 | 382 | 0.32% | 0.32% | 710 | -2 | -0.02% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,443 | 381 | 0.03% | 0.04% | 711 | -1,520 | -16.96% | Q1 2026 | May 01, 2026 |
| FSA Advisors, Inc. | History | Reduced | 8,105 | 380 | 0.25% | 0.28% | 712 | -4,992 | -38.12% | Q1 2026 | May 06, 2026 |
| Firestone Capital Management | History | No change | 8,003 | 375 | 0.08% | 0.08% | 713 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 7,978 | 374 | 0.03% | 0.03% | 714 | -1,083 | -11.95% | Q1 2026 | May 12, 2026 |
| E&G Advisors, LP | History | Added to | 7,938 | 372 | 0.08% | 0.08% | 715 | +6 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 7,921 | 371 | 0.06% | 0.04% | 716 | +2,438 | 44.46% | Q1 2026 | May 06, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 7,905 | 370 | 0.1% | 0.11% | 718 | -65 | -0.82% | Q1 2026 | May 13, 2026 |
| Lantz Financial LLC | History | No change | 7,891 | 370 | 0.08% | 0.08% | 717 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KM Capital Management Ltd. | History | Reduced | 7,066 | 368 | 0.25% | 0.21% | 719 | -1,762 | -19.96% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 7,840 | 367 | 0.19% | 0.24% | 720 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 7,793 | 365 | 0.09% | 0.11% | 722 | -1,786 | -18.64% | Q1 2026 | Apr 10, 2026 |
| Virtue Capital Management, LLC | History | Added to | 8,039 | 365 | 0.06% | 0.06% | 721 | +391 | 5.11% | Q1 2026 | May 07, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 7,200 | 364 | 0.16% | 0.14% | 723 | +323 | 4.7% | Q1 2026 | May 04, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 7,753 | 363 | 0.07% | 0.91% | 724 | -75,754 | -90.72% | Q1 2026 | May 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 7,735 | 362 | 0.11% | 0.12% | 726 | -143 | -1.82% | Q1 2026 | Apr 15, 2026 |
| Oldfather Financial Services, LLC | History | No change | 7,751 | 362 | 0.11% | 0.11% | 725 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| E6 Portfolios, LLC | History | Added to | 7,550 | 354 | 0.37% | 0.36% | 727 | +895 | 13.45% | Q1 2026 | May 12, 2026 |
| Destiny Capital Corp/CO | History | No change | 7,445 | 349 | 0.19% | 0.18% | 728 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clear Retirement Advice LLC | History | No change | 7,457 | 349 | 0.27% | 0.28% | 729 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trek Financial, LLC | History | Reduced | 7,429 | 348 | 0.02% | 0.02% | 730 | -1,293 | -14.82% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 6,759 | 344 | 0.01% | — | 732 | +6,759 | New | Q1 2026 | May 04, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 7,343 | 344 | 0.11% | 0.12% | 731 | -240 | -3.16% | Q1 2026 | Apr 15, 2026 |
| Secure Asset Management, LLC | History | Reduced | 7,318 | 343 | 0.05% | 0.05% | 733 | -35 | -0.48% | Q1 2026 | Apr 09, 2026 |
| BCI SECURITIES, INC. | History | New | 7,271 | 341 | 3.36% | — | 734 | +7,271 | New | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,246 | 339 | 0.01% | 0.01% | 735 | +2,503 | 52.77% | Q1 2026 | Apr 07, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 7,196 | 337 | 0.12% | 0.12% | 736 | -69 | -0.95% | Q1 2026 | May 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 7,156 | 335 | 0.01% | 0.01% | 737 | -376 | -4.99% | Q1 2026 | May 04, 2026 |
| Gerald Baker Financial Group LLC | History | New | 7,130 | 334 | 0.11% | — | 738 | +7,130 | New | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 7,100 | 333 | 0.01% | 0.01% | 739 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| True Vision MN LLC | History | Added to | 7,012 | 328 | 0.17% | 0.16% | 740 | +315 | 4.7% | Q1 2026 | Apr 16, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 6,984 | 327 | 0.07% | 0.14% | 741 | -8,045 | -53.53% | Q1 2026 | Apr 13, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 6,938 | 325 | 0.04% | 0.04% | 742 | -1,684 | -19.53% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Added to | 6,943 | 325 | 0.01% | 0.01% | 743 | +1 | 0.01% | Q1 2026 | Apr 14, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 6,888 | 323 | 0.14% | 0.15% | 744 | -348 | -4.81% | Q1 2026 | Apr 08, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 6,525 | 320 | 0.04% | 0.04% | 745 | -144 | -2.16% | Q1 2026 | Apr 22, 2026 |
| Castleview Partners, LLC | History | Added to | 6,809 | 319 | 0.16% | 0.13% | 746 | +1,116 | 19.6% | Q1 2026 | May 01, 2026 |
| SIMA Wealth Partners, LLC | History | New | 6,752 | 316 | 0.24% | — | 748 | +6,752 | New | Q1 2026 | May 15, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 6,742 | 316 | 0.04% | 0.05% | 747 | -11 | -0.16% | Q1 2026 | Apr 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 6,722 | 315 | 0.16% | 0.14% | 749 | +1,149 | 20.62% | Q1 2026 | May 15, 2026 |
| Financial Plan, Inc. | History | Reduced | 6,719 | 315 | 0.03% | 0.04% | 750 | -680 | -9.19% | Q1 2026 | Apr 24, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 6,711 | 314 | 0.03% | 0.03% | 751 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Guidance Group, Inc. | History | No change | 6,688 | 313 | 0.13% | 0.13% | 752 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,634 | 311 | 0.06% | 0.06% | 753 | +565 | 9.31% | Q1 2026 | May 14, 2026 |
| Donalies Financial Planning, LLC | History | No change | 6,571 | 308 | 0.26% | 0.26% | 754 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 6,493 | 304 | 0.05% | 0.05% | 755 | -125 | -1.89% | Q1 2026 | May 07, 2026 |
| KPP Advisory Services LLC | History | Added to | 6,438 | 302 | 0.04% | 0.04% | 756 | +75 | 1.18% | Q1 2026 | Apr 24, 2026 |
| APS Management Group, Inc. | History | Reduced | 6,390 | 299 | 0.26% | 0.26% | 757 | -29 | -0.45% | Q1 2026 | Apr 15, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 6,331 | 297 | 0.07% | 0.07% | 758 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 6,320 | 296 | 0.23% | 0.24% | 760 | -300 | -4.53% | Q1 2026 | Apr 21, 2026 |
| Graetz Wealth LLC | History | Reduced | 6,330 | 296 | 0.26% | 0.27% | 759 | -100 | -1.56% | Q1 2026 | Apr 30, 2026 |
| Narus Financial Partners, LLC | History | Added to | 6,290 | 295 | 0.08% | 0.07% | 761 | +472 | 8.11% | Q1 2026 | Apr 21, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 6,272 | 294 | 0.04% | 0.04% | 762 | +203 | 3.34% | Q1 2026 | Apr 27, 2026 |
| Ethic Inc. | History | New | 6,239 | 292 | 0.0% | — | 764 | +6,239 | New | Q1 2026 | Apr 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,239 | 292 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WHITTIER TRUST CO | History | No change | 6,220 | 291 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 6,177 | 289 | 0.07% | 0.07% | 766 | -31 | -0.5% | Q1 2026 | Apr 17, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 6,118 | 287 | 0.04% | 0.04% | 767 | +73 | 1.21% | Q1 2026 | Apr 09, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 6,077 | 285 | 0.13% | 0.15% | 768 | +15 | 0.25% | Q1 2026 | Apr 14, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 6,068 | 284 | 0.04% | 0.04% | 769 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aspect Partners, LLC | History | No change | 6,074 | 284 | 0.12% | 0.12% | 770 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,990 | 280 | 0.0% | 0.0% | 771 | +1,306 | 27.88% | Q1 2026 | Apr 20, 2026 |
| Prosperity Financial Group, Inc. | History | New | 5,895 | 276 | 0.1% | — | 772 | +5,895 | New | Q1 2026 | May 13, 2026 |
| Connecticut Wealth Management, LLC | History | New | 5,830 | 273 | 0.01% | — | 773 | +5,830 | New | Q1 2026 | Apr 30, 2026 |
| J2 Capital Management Inc | History | Added to | 5,743 | 269 | 0.18% | 0.18% | 774 | +362 | 6.73% | Q1 2026 | Apr 21, 2026 |
| Trust Co | History | Added to | 5,723 | 268 | 0.03% | 0.02% | 775 | +1,204 | 26.64% | Q1 2026 | Apr 13, 2026 |
| AlTi Global, Inc. | History | New | 5,657 | 265 | 0.01% | — | 776 | +5,657 | New | Q1 2026 | May 07, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 5,593 | 262 | 0.02% | 0.03% | 777 | -647 | -10.37% | Q1 2026 | Apr 16, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 5,546 | 260 | 0.02% | 0.02% | 778 | -707 | -11.31% | Q1 2026 | Apr 07, 2026 |
| Venture Visionary Partners LLC | History | New | 5,513 | 258 | 0.01% | — | 781 | +5,513 | New | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,500 | 258 | 0.01% | 0.01% | 779 | +25 | 0.46% | Q1 2026 | May 14, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 5,511 | 258 | 0.19% | 0.2% | 780 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Truepoint, Inc. | History | Added to | 5,474 | 256 | 0.01% | 0.0% | 782 | +1,184 | 27.6% | Q1 2026 | May 08, 2026 |
| Security Financial Services, INC. | History | No change | 5,484 | 256 | 0.04% | 0.04% | 783 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FC Advisory LLC | History | Added to | 5,410 | 253 | 0.07% | 0.07% | 784 | +108 | 2.04% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,391 | 252 | 0.01% | 0.01% | 785 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | New | 5,276 | 247 | 0.0% | — | 787 | +5,276 | New | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | Reduced | 5,275 | 247 | 0.03% | 0.04% | 786 | -837 | -13.69% | Q1 2026 | May 07, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 5,257 | 246 | 0.1% | 0.1% | 788 | +206 | 4.08% | Q1 2026 | May 06, 2026 |
| Vawter Financial, Ltd. | History | No change | 5,254 | 246 | 0.1% | 0.1% | 789 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 5,183 | 243 | 0.26% | 0.45% | 792 | +171 | 3.41% | Q1 2026 | May 13, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 5,195 | 243 | 0.04% | 0.04% | 790 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 5,208 | 243 | 0.04% | 0.04% | 791 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,175 | 242 | 0.0% | 0.0% | 793 | +234 | 4.74% | Q1 2026 | May 05, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 5,139 | 241 | 0.23% | 0.2% | 794 | +704 | 15.87% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 5,141 | 241 | 0.0% | 0.0% | 795 | -94 | -1.8% | Q1 2026 | May 05, 2026 |
| IFG Advisors, LLC | History | No change | 5,142 | 241 | 0.04% | 0.04% | 796 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 5,284 | 240 | 0.0% | — | 798 | +5,284 | New | Q1 2026 | May 12, 2026 |
| Inspire Advisors, LLC | History | New | 5,119 | 240 | 0.02% | — | 797 | +5,119 | New | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 5,100 | 239 | 0.03% | 0.03% | 799 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Van Diest Capital, LLC | History | Added to | 5,077 | 238 | 0.19% | 0.34% | 800 | +122 | 2.46% | Q1 2026 | May 15, 2026 |
| Balentine LLC | History | Reduced | 5,013 | 235 | 0.01% | 0.01% | 801 | -3,154 | -38.62% | Q1 2026 | Apr 24, 2026 |
| Western Reserve Capital Management, LLC | History | Reduced | 5,021 | 235 | 0.19% | 0.22% | 802 | -35 | -0.69% | Q1 2026 | Apr 27, 2026 |
| JGP Wealth Management, LLC | History | Added to | 4,992 | 234 | 0.02% | 0.02% | 803 | +52 | 1.05% | Q1 2026 | Apr 08, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 4,980 | 233 | 0.07% | 0.08% | 804 | -415 | -7.69% | Q1 2026 | Apr 29, 2026 |
| Abound Wealth Management | History | Added to | 4,941 | 231 | 0.05% | 0.05% | 805 | +176 | 3.69% | Q1 2026 | Apr 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 4,920 | 230 | 0.17% | 0.22% | 807 | -1,047 | -17.55% | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 4,910 | 230 | 0.03% | 0.04% | 806 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 4,898 | 229 | 0.07% | 0.07% | 809 | +18 | 0.37% | Q1 2026 | May 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 4,885 | 229 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 4,858 | 227 | 0.01% | 0.01% | 810 | -115 | -2.31% | Q1 2026 | Apr 17, 2026 |
| Lutz Financial Services LLC | History | No change | 4,828 | 226 | 0.02% | 0.02% | 811 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OFS Enterprise LLC | History | New | 4,809 | 225 | 0.07% | — | 813 | +4,809 | New | Q1 2026 | Apr 09, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 4,799 | 225 | 0.03% | — | 812 | +4,799 | New | Q1 2026 | Apr 23, 2026 |
| MSH Capital Advisors LLC | History | No change | 4,775 | 223 | 0.05% | 0.05% | 814 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 4,732 | 221 | 0.03% | 0.03% | 815 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | New | 4,688 | 219 | 0.0% | — | 816 | +4,688 | New | Q1 2026 | Apr 14, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 4,666 | 218 | 0.04% | 0.04% | 817 | -238 | -4.85% | Q1 2026 | May 11, 2026 |
| Ariadne Wealth Management, LP | History | No change | 4,653 | 218 | 0.1% | 0.1% | 818 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Elevation Advisory Partners LLC | History | New | 4,277 | 214 | 0.2% | — | 819 | +4,277 | New | Q1 2026 | May 08, 2026 |
| Capital CS Group, LLC | History | Reduced | 4,547 | 213 | 0.44% | 0.39% | 820 | -876 | -16.15% | Q1 2026 | May 13, 2026 |
| Sun Financial Inc | History | Reduced | 4,093 | 213 | 0.11% | 0.11% | 821 | -197 | -4.59% | Q1 2026 | May 15, 2026 |
| Vertrix Wealth Management, LLC | History | New | 4,530 | 212 | 0.08% | — | 823 | +4,530 | New | Q1 2026 | Apr 24, 2026 |
| BURNEY CO/ | History | No change | 4,531 | 212 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Orographic Financial Advisors, LLC | History | New | 4,513 | 211 | 0.15% | — | 824 | +4,513 | New | Q1 2026 | May 19, 2026 |
| Mutual Advisors, LLC | History | New | 4,462 | 209 | 0.0% | — | 826 | +4,462 | New | Q1 2026 | May 01, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 4,468 | 209 | 0.02% | 0.02% | 825 | +35 | 0.79% | Q1 2026 | Apr 20, 2026 |
| Headlands Technologies LLC | History | New | 4,423 | 207 | 0.02% | — | 827 | +4,423 | New | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,393 | 206 | 0.01% | 0.01% | 829 | -146 | -3.22% | Q1 2026 | May 06, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 4,410 | 206 | 0.03% | 0.03% | 830 | +100 | 2.32% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,392 | 206 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | No change | 4,380 | 205 | 0.0% | 0.0% | 831 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 4,359 | 204 | 0.16% | — | 832 | +4,359 | New | Q1 2026 | Apr 24, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 4,339 | 203 | 0.06% | 0.07% | 833 | -615 | -12.41% | Q1 2026 | May 15, 2026 |
| Bensler, LLC | History | No change | 4,307 | 202 | 0.02% | 0.02% | 834 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 4,293 | 201 | 0.04% | — | 835 | +4,293 | New | Q1 2026 | May 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 4,286 | 201 | 0.02% | — | 836 | +4,286 | New | Q1 2026 | Apr 10, 2026 |
| Hershey Financial Advisers, LLC | History | New | 4,269 | 200 | 0.17% | — | 837 | +4,269 | New | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,212 | 197 | 0.01% | 0.01% | 838 | -15 | -0.35% | Q1 2026 | Apr 20, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 4,082 | 191 | 0.15% | — | 840 | +4,082 | New | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,072 | 191 | 0.0% | 0.0% | 839 | -1,392 | -25.48% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,873 | 181 | 0.0% | 0.0% | 841 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,773 | 176 | 0.0% | — | 842 | +3,773 | New | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | Reduced | 3,736 | 175 | 0.02% | 0.02% | 843 | -2 | -0.05% | Q1 2026 | May 01, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 3,718 | 174 | 0.17% | 0.05% | 845 | +2,710 | 268.85% | Q1 2026 | Apr 22, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,721 | 174 | 0.01% | 0.01% | 844 | +100 | 2.76% | Q1 2026 | Apr 28, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 3,610 | 168 | 0.05% | 0.05% | 846 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Paladin Advisory Group, LLC | History | No change | 3,471 | 162 | 0.12% | 0.12% | 847 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Copia Wealth Management | History | No change | 3,464 | 162 | 0.11% | 0.12% | 848 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rakuten Securities, Inc. | History | Added to | 3,385 | 158 | 0.07% | 0.02% | 849 | +1,757 | 107.92% | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | No change | 3,387 | 158 | 0.01% | 0.01% | 850 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,362 | 157 | 0.01% | 0.01% | 851 | +557 | 19.86% | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,768 | 129 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,743 | 128 | 0.0% | — | 853 | +2,743 | New | Q1 2026 | May 11, 2026 |
| Glassman Wealth Services | History | Added to | 2,728 | 127 | 0.02% | 0.02% | 854 | +12 | 0.44% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,639 | 123 | 0.0% | 0.0% | 855 | +73 | 2.84% | Q1 2026 | Apr 27, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 2,390 | 120 | 0.15% | 0.31% | 857 | -2,390 | -50.0% | Q1 2026 | Apr 29, 2026 |
| BOKF, NA | History | Added to | 2,560 | 120 | 0.0% | 0.0% | 856 | +418 | 19.51% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,528 | 118 | 0.03% | 0.03% | 858 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 2,492 | 116 | 0.26% | — | 859 | +2,492 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 2,436 | 114 | 0.01% | — | 860 | +2,436 | New | Q1 2026 | Apr 06, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 2,397 | 112 | 0.01% | 0.01% | 861 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Napier Financial, LLC | History | New | 2,360 | 110 | 0.03% | — | 863 | +2,360 | New | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,364 | 110 | 0.06% | — | 862 | +2,353 | 21390.91% | Q1 2026 | May 13, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,124 | 99 | 0.09% | 0.08% | 864 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,108 | 98 | 0.01% | 0.01% | 865 | -112 | -5.05% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | Added to | 1,986 | 93 | 0.02% | 0.02% | 866 | +262 | 15.2% | Q1 2026 | May 04, 2026 |
| Dunhill Financial, LLC | History | No change | 1,984 | 93 | 0.02% | 0.02% | 867 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TSFG, LLC | History | Added to | 1,964 | 92 | 0.01% | 0.01% | 868 | +424 | 27.53% | Q1 2026 | Apr 27, 2026 |
| Synergy Investment Management, LLC | History | New | 1,897 | 88 | 0.03% | — | 869 | +1,897 | New | Q1 2026 | May 14, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,780 | 84 | 0.02% | 0.02% | 870 | +25 | 1.42% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | Added to | 1,739 | 81 | 0.01% | 0.01% | 871 | +992 | 132.8% | Q1 2026 | May 06, 2026 |
| Miller Capital Partners, Inc. | History | No change | 1,674 | 78 | 0.04% | 0.04% | 872 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,609 | 75 | 0.05% | — | 874 | +1,609 | New | Q1 2026 | Apr 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,608 | 75 | 0.03% | 0.03% | 873 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Covestor Ltd | History | Added to | 1,468 | 69 | 0.05% | 0.02% | 875 | +834 | 131.55% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | New | 1,431 | 67 | 0.0% | — | 876 | +1,431 | New | Q1 2026 | May 11, 2026 |
| Sachetta, LLC | History | Added to | 1,409 | 66 | 0.04% | 0.01% | 877 | +836 | 145.9% | Q1 2026 | May 01, 2026 |
| WealthCollab, LLC | History | No change | 1,424 | 66 | 0.03% | 0.03% | 878 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 1,367 | 64 | 0.05% | 0.05% | 879 | -24 | -1.73% | Q1 2026 | Apr 02, 2026 |
| WFA of San Diego, LLC | History | No change | 1,347 | 63 | 0.05% | 0.05% | 880 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,307 | 61 | 0.01% | 0.01% | 881 | -827 | -38.75% | Q1 2026 | Apr 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,280 | 60 | 0.0% | 0.0% | 882 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Main Management LLC | History | No change | 1,282 | 60 | 0.0% | 0.0% | 883 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Front Row Advisors LLC | History | No change | 1,271 | 59 | 0.02% | 0.02% | 884 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Gould Capital, LLC | History | New | 1,252 | 58 | 0.04% | — | 885 | +1,252 | New | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,163 | 54 | 0.0% | — | 886 | +1,163 | New | Q1 2026 | Apr 29, 2026 |
| Addison Advisors LLC | History | No change | 1,145 | 53 | 0.01% | 0.01% | 887 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 1,128 | 52 | 0.01% | — | 888 | +1,128 | New | Q1 2026 | Apr 17, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 1,053 | 49 | 0.01% | 0.1% | 890 | -7,817 | -88.13% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,093 | 49 | 0.0% | 0.0% | 889 | +310 | 39.59% | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | No change | 1,007 | 47 | 0.01% | 0.01% | 891 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 946 | 44 | 0.0% | 0.0% | 892 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 943 | 44 | 0.01% | 0.01% | 893 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 931 | 43 | 0.01% | — | 895 | +931 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 931 | 43 | 0.01% | 0.01% | 894 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 857 | 40 | 0.0% | 0.0% | 896 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 862 | 40 | 0.01% | 0.01% | 897 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stone House Investment Management, LLC | History | No change | 831 | 39 | 0.01% | 0.01% | 898 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | No change | 800 | 37 | 0.0% | 0.0% | 899 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | Added to | 787 | 36 | 0.02% | — | 900 | +786 | 78600.0% | Q1 2026 | May 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 722 | 33 | 0.01% | — | 901 | +722 | New | Q1 2026 | Apr 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 688 | 32 | 0.0% | — | 903 | +688 | New | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 685 | 32 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Bridge, LLC | History | Reduced | 671 | 31 | 0.01% | 0.03% | 904 | -680 | -50.33% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 645 | 30 | 0.0% | 0.0% | 905 | +138 | 27.22% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | No change | 626 | 29 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 628 | 29 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Centennial Bank/AR/ | History | No change | 621 | 29 | 0.01% | 0.01% | 908 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Your Advocates Ltd., LLP | History | No change | 611 | 28 | 0.01% | 0.01% | 909 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ascentis Independent Advisors | History | New | 583 | 27 | 0.0% | — | 912 | +583 | New | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 590 | 27 | 0.0% | 0.0% | 910 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 582 | 27 | 0.02% | 0.02% | 911 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 560 | 26 | 0.02% | 0.02% | 915 | +62 | 12.45% | Q1 2026 | May 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 556 | 26 | 0.0% | 0.0% | 913 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IMG Wealth Management, Inc. | History | No change | 561 | 26 | 0.02% | 0.02% | 914 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 533 | 25 | 0.0% | — | 917 | +533 | New | Q1 2026 | May 08, 2026 |
| REAP Financial Group, LLC | History | No change | 543 | 25 | 0.0% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 506 | 23 | 0.0% | 0.0% | 918 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 500 | 23 | 0.0% | 0.0% | 919 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 469 | 22 | 0.0% | — | 923 | +469 | New | Q1 2026 | Apr 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 473 | 22 | 0.0% | 0.0% | 920 | +5 | 1.07% | Q1 2026 | Apr 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 473 | 22 | 0.01% | 0.01% | 921 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 484 | 22 | 0.01% | 0.01% | 922 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Investment Research & Advisory Group, Inc. | History | New | 452 | 21 | 0.01% | — | 924 | +452 | New | Q1 2026 | Apr 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 444 | 20 | 0.01% | 0.01% | 925 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 438 | 20 | 0.01% | 0.01% | 926 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | No change | 433 | 20 | 0.0% | 0.0% | 927 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | New | 396 | 18 | 0.0% | — | 929 | +396 | New | Q1 2026 | Apr 20, 2026 |
| Accent Capital Management, LLC | History | No change | 400 | 18 | 0.01% | 0.01% | 928 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sage Mountain Advisors LLC | History | No change | 370 | 17 | 0.0% | 0.0% | 930 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Longview Financial Advisors LLC | History | No change | 372 | 17 | 0.01% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 325 | 15 | 0.01% | — | 935 | +325 | New | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 322 | 15 | 0.01% | — | 934 | +322 | New | Q1 2026 | Apr 21, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 329 | 15 | 0.01% | 0.01% | 933 | -44 | -11.8% | Q1 2026 | Apr 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 334 | 15 | 0.01% | 0.01% | 932 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 310 | 14 | 0.0% | 0.0% | 936 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 299 | 14 | 0.0% | 0.0% | 937 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | No change | 315 | 14 | 0.01% | 0.01% | 939 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 300 | 14 | 0.01% | 0.01% | 940 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 294 | 13 | 0.0% | 0.0% | 941 | -565 | -65.77% | Q1 2026 | May 01, 2026 |
| HM PAYSON & CO | History | No change | 277 | 12 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | No change | 276 | 12 | 0.0% | 0.0% | 943 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 259 | 12 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 276 | 12 | 0.01% | 0.01% | 945 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MGB Wealth Management, LLC | History | No change | 274 | 12 | 0.0% | 0.0% | 946 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Westend Capital Management, LLC | History | New | 235 | 11 | 0.0% | — | 952 | +235 | New | Q1 2026 | Apr 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 240 | 11 | 0.0% | 0.0% | 947 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Davis Capital Management | History | No change | 239 | 11 | 0.01% | 0.01% | 948 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 250 | 11 | 0.0% | 0.0% | 949 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Colonial Trust Co / SC | History | No change | 238 | 11 | 0.0% | 0.0% | 950 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 234 | 11 | 0.01% | 0.01% | 951 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Burk Holdings LLC | History | New | 218 | 10 | 0.0% | — | 954 | +218 | New | Q1 2026 | May 07, 2026 |
| Miller Global Investments, LLC | History | New | 215 | 10 | 0.01% | — | 955 | +215 | New | Q1 2026 | Apr 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 220 | 10 | 0.0% | 0.0% | 953 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 193 | 9 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Fortis Group Advisors, LLC | History | No change | 195 | 9 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 196 | 9 | 0.0% | 0.0% | 958 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 183 | 8 | 0.0% | — | 961 | +182 | 18200.0% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | Added to | 189 | 8 | 0.0% | 0.0% | 959 | +141 | 293.75% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 174 | 8 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 160 | 7 | 0.0% | — | 965 | +160 | New | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 158 | 7 | 0.0% | — | 966 | +158 | New | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | Added to | 168 | 7 | 0.0% | 0.0% | 963 | +105 | 166.67% | Q1 2026 | May 12, 2026 |
| Northwest Capital Management Inc | History | No change | 170 | 7 | 0.03% | 0.03% | 962 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 156 | 7 | 0.0% | 0.0% | 964 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Caitlin John, LLC | History | Reduced | 130 | 6 | 0.0% | 0.12% | 969 | -3,913 | -96.78% | Q1 2026 | May 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 129 | 6 | 0.0% | 0.0% | 967 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| New Millennium Group LLC | History | No change | 144 | 6 | 0.0% | 0.0% | 968 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Glen Eagle Advisors, LLC | History | New | 117 | 5 | 0.0% | — | 973 | +117 | New | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 117 | 5 | 0.0% | — | 974 | +117 | New | Q1 2026 | May 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 114 | 5 | 0.0% | 0.0% | 971 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 113 | 5 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Nova Wealth Management, Inc. | History | New | 98 | 4 | 0.0% | — | 978 | +98 | New | Q1 2026 | Apr 14, 2026 |
| GODSEY & GIBB, INC | History | No change | 104 | 4 | 0.0% | 0.0% | 975 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 104 | 4 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 106 | 4 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Crewe Advisors LLC | History | Reduced | 79 | 3 | 0.0% | 0.0% | 981 | -282 | -78.12% | Q1 2026 | May 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 82 | 3 | 0.0% | — | 985 | +82 | New | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 80 | 3 | 0.0% | — | 984 | +80 | New | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 79 | 3 | 0.0% | — | 986 | +79 | New | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 60 | 3 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 68 | 3 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Motiv8 Investments LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 982 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | No change | 70 | 3 | 0.0% | 0.0% | 983 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Networth Advisors, LLC | History | Added to | 49 | 2 | 0.0% | — | 990 | +48 | 4800.0% | Q1 2026 | Apr 22, 2026 |
| First Pacific Financial | History | New | 46 | 2 | 0.0% | — | 991 | +46 | New | Q1 2026 | Apr 23, 2026 |
| TopTier Wealth Management, LLC | History | New | 43 | 2 | 0.0% | — | 992 | +43 | New | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 43 | 2 | 0.0% | 0.0% | 987 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Anfield Capital Management, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 988 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 53 | 2 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 30 | 1 | 0.0% | — | 1001 | +30 | New | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 27 | 1 | 0.0% | — | 998 | +27 | New | Q1 2026 | May 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 26 | 1 | 0.0% | — | 1000 | +26 | New | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | New | 24 | 1 | 0.0% | — | 999 | +24 | New | Q1 2026 | May 13, 2026 |
| DAGCO, INC. | History | No change | 27 | 1 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MTM Investment Management, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 24 | 1 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Decker Retirement Planning Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 997 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 7.9% | — | -3,253,661 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -804,351 | -100.0% | Q1 2026 | May 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 3.06% | — | -96,772 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -81,095 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Echo Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.62% | — | -59,221 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -55,001 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -51,576 | -100.0% | Q1 2026 | May 01, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -50,125 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,732 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 1.04% | — | -39,233 | -100.0% | Q1 2026 | May 14, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.3% | — | -38,952 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.98% | — | -36,337 | -100.0% | Q1 2026 | Apr 13, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.16% | — | -34,998 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.03% | — | -33,254 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -28,251 | -100.0% | Q1 2026 | May 14, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -26,845 | -100.0% | Q1 2026 | May 04, 2026 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -26,125 | -100.0% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -25,435 | -100.0% | Q1 2026 | May 05, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -19,044 | -100.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -16,253 | -100.0% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,506 | -100.0% | Q1 2026 | May 15, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -14,781 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Lunt Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -12,149 | -100.0% | Q1 2026 | May 12, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,375 | -100.0% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,901 | -100.0% | Q1 2026 | May 14, 2026 |
| REGIMEN WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,280 | -100.0% | Q1 2026 | May 07, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,846 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,415 | -100.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,220 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,731 | -100.0% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,176 | -100.0% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,165 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,566 | -100.0% | Q1 2026 | May 05, 2026 |
| Mascagni Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -4,499 | -100.0% | Q1 2026 | May 19, 2026 |
| Investments & Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,355 | -100.0% | Q1 2026 | May 11, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,278 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,716 | -100.0% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,617 | -100.0% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,053 | -100.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -783 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -731 | -100.0% | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -682 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -467 | -100.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2 | 0 | — | 0.0% | — | -349 | -99.43% | Q1 2026 | May 15, 2026 |
| GGM Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -256 | -100.0% | Q1 2026 | May 11, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q1 2026 | May 01, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q1 2026 | May 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -167 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q1 2026 | May 01, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Strategic Advocates LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -40 | -71.43% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SHP Wealth Management | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 08, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 15, 2026 |
| Portus Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 22, 2026 |
| DecisionPoint Financial, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dogwood Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RHL GROUP, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |