INVESCO EXCHANGE-TRADED FUND TRUST - SPHQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 12,165,867 | 914,751 | 0.24% | 0.24% | 1 | +248,502 | 2.09% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,820,059 | 663,439 | 0.15% | 0.15% | 2 | +222,789 | 2.59% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 7,871,710 | 591,873 | 0.03% | 0.02% | 3 | +2,100,046 | 36.39% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 7,350,884 | 552,712 | 8.09% | 10.11% | 4 | -1,559,463 | -17.5% | Q1 2026 | Apr 09, 2026 |
| MORGAN STANLEY | History | Added to | 5,674,448 | 426,661 | 0.03% | 0.03% | 5 | +63,784 | 1.14% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,507,331 | 415,820 | 0.85% | 0.83% | 6 | -2,408,588 | -30.43% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,968,780 | 373,602 | 0.07% | 0.07% | 7 | +169,552 | 3.53% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,893,236 | 367,922 | 0.03% | 0.03% | 8 | -35,392 | -0.72% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | Added to | 4,688,734 | 352,545 | 13.77% | 0.15% | 9 | +4,636,549 | 8884.83% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,194,950 | 315,413 | 0.1% | 0.1% | 10 | -174,150 | -3.99% | Q1 2026 | May 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,321,664 | 249,755 | 2.12% | 2.02% | 11 | -25,474 | -0.76% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,495,846 | 187,689 | 0.27% | 0.27% | 12 | -7,732 | -0.31% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,467,657 | 182,878 | 0.09% | 0.1% | 13 | +339,434 | 15.95% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,184,539 | 164,255 | 0.03% | 0.03% | 14 | -433,330 | -16.55% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,091,421 | 157,253 | 0.1% | 0.11% | 15 | -216,902 | -9.4% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,998,358 | 150,256 | 0.04% | 0.04% | 16 | +63,066 | 3.26% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,956,052 | 147,075 | 0.03% | 0.04% | 17 | -845,431 | -30.18% | Q1 2026 | May 05, 2026 |
| SFMG, LLC | History | Added to | 1,686,924 | 126,839 | 8.59% | 8.39% | 18 | +18,817 | 1.13% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 1,598,715 | 120,207 | 0.02% | 0.02% | 19 | -91,291 | -5.4% | Q1 2026 | May 05, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,432,231 | 107,689 | 0.73% | 0.76% | 20 | -28,736 | -1.97% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,431,340 | 107,422 | 0.69% | 0.67% | 21 | +121,740 | 9.3% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 1,350,198 | 101,521 | 2.35% | 1.67% | 22 | +347,905 | 34.71% | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,282,365 | 96,421 | 1.2% | 1.18% | 23 | -80,027 | -5.87% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,231,815 | 92,620 | 0.1% | 0.1% | 24 | -5,581 | -0.45% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,069,484 | 80,414 | 0.11% | 0.11% | 25 | -2,217 | -0.21% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 1,059,017 | 79,627 | 0.85% | — | 26 | +1,059,017 | New | Q1 2026 | May 12, 2026 |
| Independence Asset Advisors, LLC | History | New | 982,253 | 73,855 | 26.7% | — | 27 | +982,253 | New | Q1 2026 | Apr 22, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Added to | 956,589 | 71,925 | 10.1% | 11.16% | 28 | +182,252 | 23.54% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 934,862 | 70,292 | 0.06% | 0.06% | 29 | +68,366 | 7.89% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 900,843 | 67,734 | 0.04% | 0.04% | 30 | -73,369 | -7.53% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 823,056 | 61,885 | 0.17% | 0.17% | 31 | -79,963 | -8.86% | Q1 2026 | May 04, 2026 |
| Evensky & Katz LLC | History | Added to | 775,144 | 58,283 | 3.32% | 3.27% | 32 | +1,694 | 0.22% | Q1 2026 | Apr 22, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 752,841 | 56,606 | 9.92% | — | 33 | +752,841 | New | Q1 2026 | May 11, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 745,478 | 56,052 | 5.34% | 5.3% | 34 | +4,493 | 0.61% | Q1 2026 | Apr 13, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 718,982 | 54,060 | 11.36% | 10.94% | 35 | -13,249 | -1.81% | Q1 2026 | Apr 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 695,729 | 52,313 | 4.17% | 4.18% | 36 | -10,644 | -1.51% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 663,024 | 49,852 | 0.09% | 0.09% | 37 | +5,421 | 0.82% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 632,003 | 47,520 | 0.02% | 0.0% | 38 | +631,718 | 221655.44% | Q1 2026 | May 12, 2026 |
| Demars Financial Group, LLC | History | Reduced | 623,705 | 46,896 | 15.44% | 16.07% | 39 | -15,927 | -2.49% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Added to | 594,702 | 44,715 | 0.05% | 0.03% | 40 | +258,462 | 76.87% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 598,213 | 43,944 | 0.0% | 0.0% | 41 | +61,515 | 11.46% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 548,918 | 41,273 | 0.23% | 0.24% | 42 | -12,828 | -2.28% | Q1 2026 | Apr 30, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 535,503 | 40,264 | 5.85% | 5.89% | 43 | -19,547 | -3.52% | Q1 2026 | Apr 21, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 528,118 | 39,709 | 9.59% | 9.56% | 44 | +2,201 | 0.42% | Q1 2026 | May 05, 2026 |
| Family Investment Center, Inc. | History | Reduced | 520,845 | 39,162 | 7.54% | 9.46% | 45 | -103,092 | -16.52% | Q1 2026 | Apr 24, 2026 |
| UNION SAVINGS BANK | History | Added to | 488,164 | 36,704 | 16.09% | 15.67% | 46 | +6,117 | 1.27% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 455,118 | 34,220 | 0.13% | 0.03% | 47 | +356,849 | 363.13% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 454,647 | 34,184 | 0.39% | 0.54% | 48 | -186,512 | -29.09% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 446,956 | 33,544 | 1.63% | 1.59% | 49 | -2,463 | -0.55% | Q1 2026 | Apr 08, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 438,438 | 32,966 | 11.48% | 11.59% | 50 | -403 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 427,847 | 32,169 | 3.89% | 4.22% | 51 | -17,591 | -3.95% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 424,221 | 31,897 | 0.08% | 0.08% | 52 | +45,036 | 11.88% | Q1 2026 | Apr 30, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 413,627 | 31,100 | 4.5% | 4.55% | 53 | -39,223 | -8.66% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Management LLC | History | New | 408,328 | 30,702 | 21.72% | — | 54 | +408,328 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 406,396 | 30,556 | 0.06% | 0.09% | 55 | +37,150 | 10.06% | Q1 2026 | May 01, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 398,406 | 29,956 | 0.65% | 0.67% | 56 | -4,327 | -1.07% | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 396,300 | 29,797 | 0.04% | 0.04% | 57 | -17,157 | -4.15% | Q1 2026 | Apr 27, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 376,496 | 28,308 | 20.68% | 18.96% | 58 | -6,907 | -1.8% | Q1 2026 | May 05, 2026 |
| Ballast, Inc. | History | Added to | 375,405 | 28,226 | 6.53% | 6.51% | 59 | +4,877 | 1.32% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 369,373 | 27,773 | 0.13% | 0.11% | 60 | +49,089 | 15.33% | Q1 2026 | Apr 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 346,195 | 26,030 | 0.56% | 0.57% | 61 | +5,871 | 1.73% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 343,837 | 25,853 | 0.04% | 0.01% | 62 | +257,183 | 296.79% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 336,313 | 25,287 | 0.04% | 0.03% | 63 | +70,378 | 26.46% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 326,865 | 24,576 | 0.17% | 0.1% | 64 | +56,199 | 20.76% | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 319,573 | 24,028 | 2.53% | 3.69% | 65 | -51,384 | -13.85% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 314,321 | 23,633 | 0.03% | 0.03% | 66 | +2,342 | 0.75% | Q1 2026 | May 05, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 292,408 | 21,986 | 3.48% | 2.96% | 67 | +23,475 | 8.73% | Q1 2026 | May 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 286,827 | 21,566 | 1.45% | 0.0% | 68 | +286,756 | 403881.69% | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 284,847 | 21,377 | 0.38% | 0.38% | 69 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 283,594 | 21,323 | 0.57% | 0.54% | 70 | +2,783 | 0.99% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 271,890 | 20,443 | 0.38% | 0.24% | 71 | +104,364 | 62.3% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 269,028 | 20,228 | 0.06% | 0.05% | 72 | +18,191 | 7.25% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 262,603 | 19,745 | 0.09% | 0.08% | 73 | +9,002 | 3.55% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 251,552 | 18,878 | 1.46% | 1.46% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 246,520 | 18,535 | 1.93% | 1.89% | 75 | +9,505 | 4.01% | Q1 2026 | Apr 08, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 244,394 | 18,375 | 0.88% | 0.91% | 76 | -3,853 | -1.55% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 240,986 | 18,119 | 0.65% | 0.63% | 77 | +1,503 | 0.63% | Q1 2026 | Apr 14, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 231,299 | 17,391 | 8.23% | 9.86% | 78 | -40,253 | -14.82% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 226,520 | 17,032 | 1.04% | 1.19% | 79 | -24,987 | -9.93% | Q1 2026 | Apr 13, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 226,368 | 17,020 | 6.97% | 6.63% | 80 | +15,764 | 7.49% | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 224,229 | 16,859 | 0.27% | 0.35% | 81 | -49,409 | -18.06% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 223,820 | 16,828 | 0.39% | 0.38% | 82 | +17,379 | 8.42% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 219,166 | 16,479 | 1.37% | 1.46% | 83 | -3,613 | -1.62% | Q1 2026 | Apr 22, 2026 |
| MOR Wealth Management, LLC | History | Added to | 217,866 | 16,381 | 7.51% | 6.69% | 84 | +22,709 | 11.64% | Q1 2026 | Apr 24, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 217,586 | 16,360 | 5.99% | 5.86% | 85 | -5,042 | -2.26% | Q1 2026 | May 15, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 214,270 | 16,110 | 13.22% | 12.74% | 86 | +9,132 | 4.45% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 209,182 | 15,728 | 0.02% | 0.02% | 87 | -57,805 | -21.65% | Q1 2026 | May 15, 2026 |
| Vigilare Wealth Management | History | Added to | 209,004 | 15,715 | 5.31% | 2.65% | 88 | +104,025 | 99.09% | Q1 2026 | Apr 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 208,510 | 15,677 | 0.05% | 0.05% | 89 | -4,120 | -1.94% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 208,309 | 15,662 | 0.24% | 0.24% | 90 | +53,752 | 34.78% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 207,402 | 15,594 | 1.72% | 0.49% | 91 | +149,131 | 255.93% | Q1 2026 | Apr 15, 2026 |
| Davidson Capital Management Inc. | History | Reduced | 205,732 | 15,468 | 2.8% | 10.31% | 92 | -429,038 | -67.59% | Q1 2026 | Apr 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 201,078 | 15,119 | 3.12% | 3.19% | 93 | +7,717 | 3.99% | Q1 2026 | May 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 194,574 | 14,630 | 1.0% | 0.99% | 94 | -2,581 | -1.31% | Q1 2026 | May 06, 2026 |
| Opes Wealth Management LLC | History | Reduced | 186,317 | 14,009 | 2.3% | 2.3% | 95 | -1,294 | -0.69% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 170,750 | 12,839 | 0.03% | 0.03% | 96 | +20,511 | 13.65% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 163,120 | 12,265 | 0.17% | 0.17% | 97 | +8,447 | 5.46% | Q1 2026 | May 12, 2026 |
| Hoese & Co LLP | History | Reduced | 162,420 | 12,212 | 9.06% | 10.31% | 98 | -30,332 | -15.74% | Q1 2026 | Apr 22, 2026 |
| TD Capital Management LLC | History | Reduced | 162,354 | 12,207 | 1.1% | 1.09% | 99 | -791 | -0.48% | Q1 2026 | May 11, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 161,720 | 12,159 | 2.9% | 2.81% | 100 | +17,394 | 12.05% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 160,853 | 12,094 | 0.02% | 0.02% | 101 | +6,217 | 4.02% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 157,375 | 11,833 | 0.02% | 0.01% | 102 | +25,290 | 19.15% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | Reduced | 156,276 | 11,750 | 2.99% | 4.93% | 103 | -74,836 | -32.38% | Q1 2026 | May 07, 2026 |
| Headland Capital, LLC | History | Added to | 155,922 | 11,723 | 3.3% | 3.15% | 104 | +4,934 | 3.27% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 155,621 | 11,701 | 0.02% | 0.02% | 105 | +11,010 | 7.61% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Reduced | 154,680 | 11,630 | 0.54% | 0.53% | 106 | -4,249 | -2.67% | Q1 2026 | May 05, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 151,843 | 11,417 | 0.8% | 0.6% | 107 | +34 | 0.02% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 149,620 | 11,350 | 0.11% | 0.04% | 108 | +103,832 | 226.77% | Q1 2026 | Apr 07, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 147,594 | 11,098 | 1.14% | 1.06% | 109 | +1,891 | 1.3% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 146,912 | 11,046 | 0.55% | 0.43% | 110 | +37,545 | 34.33% | Q1 2026 | Apr 23, 2026 |
| Ruggaard & Associates LLC | History | No change | 146,489 | 10,994 | 4.33% | 4.33% | 111 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Lynx Investment Advisory | History | Added to | 145,458 | 10,936 | 5.23% | 5.09% | 112 | +21,149 | 17.01% | Q1 2026 | Apr 24, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 145,091 | 10,909 | 1.1% | 1.17% | 113 | -10,784 | -6.92% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 144,255 | 10,685 | 1.42% | 1.4% | 114 | +6,960 | 5.07% | Q1 2026 | Apr 30, 2026 |
| SYKON CAPITAL LLC | History | New | 142,099 | 10,684 | 3.56% | — | 115 | +142,099 | New | Q1 2026 | Apr 22, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 141,220 | 10,618 | 2.08% | 2.05% | 116 | -166 | -0.12% | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | Added to | 137,149 | 10,312 | 0.58% | 0.56% | 117 | +4,896 | 3.7% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 131,179 | 9,863 | 0.1% | 0.01% | 118 | +123,260 | 1556.51% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 129,997 | 9,774 | 3.48% | — | 119 | +129,997 | New | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 129,943 | 9,770 | 0.01% | 0.01% | 120 | -194 | -0.15% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 129,564 | 9,741 | 0.43% | 0.4% | 121 | +11,787 | 10.01% | Q1 2026 | Apr 21, 2026 |
| Certified Advisory Corp | History | Reduced | 129,170 | 9,712 | 0.87% | 1.03% | 122 | -21,827 | -14.46% | Q1 2026 | Apr 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 126,937 | 9,544 | 1.61% | 1.83% | 123 | -9,321 | -6.84% | Q1 2026 | Apr 30, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 126,889 | 9,540 | 0.27% | 0.33% | 124 | -31,307 | -19.79% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 125,167 | 9,411 | 0.22% | 0.03% | 125 | +109,758 | 712.3% | Q1 2026 | May 04, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 124,695 | 9,375 | 5.08% | 4.71% | 126 | +10,804 | 9.49% | Q1 2026 | Apr 29, 2026 |
| Legacy Private Trust Co. | History | Reduced | 122,459 | 9,207 | 0.57% | 0.55% | 127 | -2,273 | -1.82% | Q1 2026 | Apr 07, 2026 |
| Concord Wealth Partners | History | Added to | 122,400 | 9,203 | 1.19% | 1.17% | 128 | +2,719 | 2.27% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 122,057 | 9,177 | 3.37% | 3.35% | 129 | -1,467 | -1.19% | Q1 2026 | May 08, 2026 |
| Santori & Peters, Inc. | History | Added to | 120,562 | 9,065 | 2.82% | 2.95% | 130 | +5,412 | 4.7% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 120,319 | 9,046 | 0.05% | 0.05% | 131 | -307 | -0.25% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 119,982 | 9,021 | 0.01% | 0.01% | 132 | +2,205 | 1.87% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 116,393 | 8,751 | 0.04% | 0.04% | 133 | -1,855 | -1.57% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 115,028 | 8,648 | 0.0% | 0.0% | 134 | -191 | -0.17% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 112,682 | 8,472 | 0.07% | 0.07% | 135 | -10,422 | -8.47% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 112,499 | 8,458 | 0.09% | 0.1% | 136 | -6,993 | -5.85% | Q1 2026 | Apr 20, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 112,312 | 8,444 | 3.54% | 2.21% | 137 | +42,104 | 59.97% | Q1 2026 | Apr 29, 2026 |
| Security Financial Services, INC. | History | No change | 110,180 | 8,269 | 1.3% | 1.3% | 138 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Family Capital Management, Inc. | History | Added to | 107,561 | 8,087 | 3.6% | 1.58% | 139 | +60,178 | 127.0% | Q1 2026 | Apr 22, 2026 |
| Artesa Financial Group, LLC | History | Added to | 104,727 | 7,874 | 7.51% | 7.4% | 140 | +8,896 | 9.28% | Q1 2026 | Apr 21, 2026 |
| Synergy Investment Management, LLC | History | Added to | 104,658 | 7,870 | 2.57% | 2.56% | 141 | +8,422 | 8.75% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 104,643 | 7,868 | 0.06% | 0.06% | 142 | +1,093 | 1.06% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Reduced | 103,492 | 7,781 | 0.04% | 0.04% | 143 | -433 | -0.42% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 103,051 | 7,748 | 3.14% | 3.02% | 144 | +689 | 0.67% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 101,141 | 7,604 | 0.46% | 0.46% | 145 | +70 | 0.07% | Q1 2026 | May 13, 2026 |
| Performa Ltd (US), LLC | History | Reduced | 100,923 | 7,588 | 1.72% | 1.96% | 146 | -1,768 | -1.72% | Q1 2026 | May 06, 2026 |
| Eagle Strategies LLC | History | Reduced | 100,551 | 7,560 | 0.9% | 2.09% | 147 | -117,331 | -53.85% | Q1 2026 | Apr 20, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 99,822 | 7,505 | 3.32% | 3.27% | 148 | +5,047 | 5.33% | Q1 2026 | May 08, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 99,671 | 7,494 | 2.18% | 2.18% | 149 | +2,535 | 2.61% | Q1 2026 | May 14, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 94,153 | 7,079 | 4.1% | 4.11% | 150 | +2,096 | 2.28% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Added to | 92,397 | 6,947 | 1.05% | 1.01% | 151 | +2,325 | 2.58% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 92,321 | 6,939 | 0.01% | 0.01% | 152 | +6,860 | 8.03% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 92,202 | 6,919 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 91,787 | 6,901 | 1.38% | 0.92% | 154 | +28,360 | 44.71% | Q1 2026 | Apr 27, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 89,889 | 6,758 | 2.71% | 2.58% | 155 | +10,289 | 12.93% | Q1 2026 | Apr 30, 2026 |
| TSG Advice Partners, LLC | History | Added to | 89,803 | 6,752 | 1.01% | 0.19% | 156 | +73,169 | 439.88% | Q1 2026 | Apr 24, 2026 |
| Well Done, LLC | History | Reduced | 88,689 | 6,668 | 0.98% | 1.02% | 157 | -2,060 | -2.27% | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 88,411 | 6,647 | 0.04% | 0.02% | 158 | +56,943 | 180.96% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 87,748 | 6,597 | 0.18% | 0.22% | 159 | -2,871 | -3.17% | Q1 2026 | May 11, 2026 |
| Jordan Park Group LLC | History | No change | 87,114 | 6,550 | 0.35% | 0.38% | 160 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 86,357 | 6,493 | 0.13% | 0.13% | 161 | -653 | -0.75% | Q1 2026 | May 14, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 84,839 | 6,379 | 2.87% | 3.23% | 162 | -1,261 | -1.46% | Q1 2026 | Apr 21, 2026 |
| GLR Partners, LLC | History | New | 83,816 | 6,302 | 3.44% | — | 163 | +83,816 | New | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 83,540 | 6,281 | 0.38% | 0.31% | 164 | +13,634 | 19.5% | Q1 2026 | May 12, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 82,408 | 6,196 | 4.53% | 2.15% | 165 | +43,323 | 110.84% | Q1 2026 | May 08, 2026 |
| Cadent Capital Advisors, LLC | History | New | 81,688 | 6,142 | 1.59% | — | 166 | +81,688 | New | Q1 2026 | Apr 08, 2026 |
| KPP Advisory Services LLC | History | Reduced | 81,015 | 6,091 | 0.88% | 0.96% | 167 | -6,996 | -7.95% | Q1 2026 | Apr 24, 2026 |
| NewEdge Wealth, LLC | History | Added to | 80,716 | 6,069 | 0.07% | 0.05% | 168 | +24,394 | 43.31% | Q1 2026 | May 13, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 80,260 | 6,034 | 1.49% | 1.81% | 169 | -20,505 | -20.35% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 79,245 | 5,958 | 0.07% | 0.08% | 170 | -5,981 | -7.02% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 79,180 | 5,953 | 0.46% | 0.47% | 171 | +2,952 | 3.87% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Added to | 78,913 | 5,933 | 0.16% | 0.14% | 172 | +9,323 | 13.4% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 77,639 | 5,837 | 0.07% | 0.05% | 173 | +13,321 | 20.71% | Q1 2026 | May 05, 2026 |
| Berkeley, Inc | History | Added to | 74,369 | 5,591 | 1.88% | 1.62% | 174 | +6,664 | 9.84% | Q1 2026 | Apr 24, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 73,429 | 5,521 | 5.03% | 4.48% | 175 | +8,668 | 13.38% | Q1 2026 | Apr 23, 2026 |
| Weaver Consulting Group | History | Added to | 72,685 | 5,465 | 1.3% | 1.28% | 176 | +2,756 | 3.94% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 76,117 | 5,415 | 0.25% | 0.04% | 177 | -73,463 | -49.11% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 71,883 | 5,404 | 0.22% | 0.15% | 178 | +23,334 | 48.06% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 69,041 | 5,191 | 0.19% | 0.23% | 179 | +1,065 | 1.57% | Q1 2026 | May 19, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 69,023 | 5,189 | 3.82% | 3.93% | 180 | -709 | -1.02% | Q1 2026 | May 11, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 68,344 | 5,138 | 3.6% | 3.53% | 181 | +2,075 | 3.13% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 68,253 | 5,131 | 0.0% | 0.0% | 182 | +35,014 | 105.34% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 67,928 | 5,107 | 0.07% | 0.07% | 183 | +2,849 | 4.38% | Q1 2026 | May 15, 2026 |
| Park Edge Advisors, LLC | History | Added to | 67,046 | 5,041 | 1.16% | 0.97% | 184 | +10,133 | 17.8% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 66,825 | 5,024 | 0.22% | 0.22% | 185 | +3,590 | 5.68% | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 62,792 | 4,986 | 0.3% | 0.17% | 186 | +28,227 | 81.66% | Q1 2026 | Apr 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 66,284 | 4,983 | 0.54% | 0.52% | 187 | +863 | 1.32% | Q1 2026 | Apr 22, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 65,999 | 4,962 | 0.53% | 0.58% | 188 | -4,267 | -6.07% | Q1 2026 | Apr 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 65,975 | 4,960 | 0.22% | 0.24% | 189 | -1,013 | -1.51% | Q1 2026 | Apr 28, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 65,473 | 4,922 | 2.1% | 2.65% | 190 | -21,129 | -24.4% | Q1 2026 | May 08, 2026 |
| Providence First Trust Co | History | Added to | 64,383 | 4,840 | 1.7% | 1.45% | 191 | +8,623 | 15.46% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 62,448 | 4,695 | 0.08% | 0.08% | 192 | +869 | 1.41% | Q1 2026 | May 07, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 62,003 | 4,661 | 0.7% | 0.63% | 193 | +5,187 | 9.13% | Q1 2026 | Apr 29, 2026 |
| United Community Bank | History | Added to | 61,925 | 4,656 | 1.55% | 1.27% | 194 | +17,240 | 38.58% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 61,368 | 4,614 | 0.08% | 0.03% | 195 | +41,116 | 203.02% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 61,037 | 4,589 | 0.0% | — | 196 | +61,037 | New | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 60,809 | 4,572 | 1.07% | 1.08% | 197 | -1,394 | -2.24% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 60,739 | 4,567 | 0.01% | 0.0% | 198 | +28,660 | 89.34% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 60,428 | 4,543 | 0.21% | 0.23% | 199 | -6,054 | -9.11% | Q1 2026 | Apr 29, 2026 |
| JHP Wealth Management, LLC | History | Added to | 60,378 | 4,539 | 4.34% | 3.72% | 200 | +9,206 | 17.99% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 59,903 | 4,504 | 0.33% | — | 201 | +59,903 | New | Q1 2026 | Apr 20, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 58,809 | 4,421 | 0.49% | 0.55% | 202 | -4,448 | -7.03% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Reduced | 58,276 | 4,381 | 0.4% | 0.42% | 203 | -185 | -0.32% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 57,270 | 4,306 | 0.06% | 0.07% | 204 | -2,875 | -4.78% | Q1 2026 | May 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 56,987 | 4,284 | 2.31% | 2.36% | 205 | +411 | 0.73% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 56,841 | 4,273 | 0.02% | 0.03% | 206 | -13,261 | -18.92% | Q1 2026 | May 14, 2026 |
| Convergence Financial, LLC | History | New | 56,777 | 4,269 | 0.45% | — | 207 | +56,777 | New | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 56,526 | 4,250 | 0.08% | 0.04% | 208 | +28,860 | 104.32% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 54,070 | 4,065 | 0.01% | 0.0% | 209 | +35,953 | 198.45% | Q1 2026 | May 14, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 53,809 | 4,045 | 1.06% | 1.12% | 210 | -1,612 | -2.91% | Q1 2026 | Apr 10, 2026 |
| Vise Technologies, Inc. | History | No change | 52,480 | 3,938 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 51,804 | 3,895 | 0.4% | 0.6% | 212 | -10,689 | -17.1% | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | Added to | 51,805 | 3,895 | 0.34% | 0.42% | 213 | +425 | 0.83% | Q1 2026 | Apr 30, 2026 |
| Capital Developers, LLC | History | Added to | 51,558 | 3,876 | 3.49% | 3.33% | 214 | +1,982 | 4.0% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 51,272 | 3,855 | 0.13% | 0.08% | 215 | +142 | 0.28% | Q1 2026 | Apr 23, 2026 |
| XY Planning Network, Inc. | History | Added to | 50,547 | 3,834 | 0.61% | 0.62% | 216 | +3,296 | 6.98% | Q1 2026 | Apr 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 50,912 | 3,828 | 1.52% | 1.6% | 217 | -1,829 | -3.47% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 50,629 | 3,806 | 0.0% | 0.0% | 218 | -27,357 | -35.08% | Q1 2026 | May 11, 2026 |
| Verum Partners LLC | History | Added to | 50,342 | 3,785 | 0.72% | 0.76% | 219 | +86 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Collier Financial | History | Reduced | 50,115 | 3,768 | 2.87% | 2.9% | 220 | -1,264 | -2.46% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 49,658 | 3,733 | 0.06% | 0.06% | 221 | +380 | 0.77% | Q1 2026 | Apr 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 49,600 | 3,729 | 0.21% | 0.21% | 222 | +26,325 | 113.1% | Q1 2026 | Apr 22, 2026 |
| Topor & Co. Korea | History | Reduced | 49,589 | 3,728 | 3.15% | 2.93% | 223 | -2,181 | -4.21% | Q1 2026 | Apr 27, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 49,235 | 3,701 | 0.22% | 0.21% | 224 | -877 | -1.75% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Added to | 49,198 | 3,699 | 0.08% | 0.08% | 225 | +1,528 | 3.21% | Q1 2026 | Apr 13, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 49,185 | 3,698 | 3.33% | 3.38% | 226 | +3,376 | 7.37% | Q1 2026 | Apr 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 47,955 | 3,606 | 0.41% | 0.36% | 227 | +5,356 | 12.57% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 47,488 | 3,570 | 0.01% | 0.0% | 228 | +26,369 | 124.86% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 46,652 | 3,507 | 0.19% | 0.21% | 229 | -3,671 | -7.29% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 46,161 | 3,470 | 0.31% | 0.29% | 230 | +1,666 | 3.74% | Q1 2026 | Apr 30, 2026 |
| Northwest Financial Advisors | History | Added to | 46,060 | 3,463 | 6.68% | 6.4% | 231 | +4,614 | 11.13% | Q1 2026 | Apr 24, 2026 |
| DBK Financial Counsel, LLC | History | No change | 44,562 | 3,344 | 2.57% | 2.57% | 232 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 42,757 | 3,214 | 0.13% | 0.12% | 233 | +92 | 0.22% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 42,473 | 3,193 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 42,091 | 3,164 | 0.63% | 0.54% | 235 | +8,215 | 24.25% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 41,202 | 3,098 | 0.1% | 0.08% | 236 | +6,181 | 17.65% | Q1 2026 | Apr 08, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 39,992 | 3,006 | 0.65% | 0.22% | 237 | +26,319 | 192.49% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 39,744 | 2,988 | 0.01% | 0.01% | 238 | -2,600 | -6.14% | Q1 2026 | Apr 24, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 39,149 | 2,943 | 0.06% | 0.02% | 239 | +29,393 | 301.28% | Q1 2026 | Apr 27, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 38,730 | 2,912 | 0.41% | 0.36% | 240 | +4,499 | 13.14% | Q1 2026 | Apr 30, 2026 |
| Generation Capital Management LLC | History | Reduced | 38,273 | 2,877 | 2.1% | 1.98% | 241 | -2,329 | -5.74% | Q1 2026 | May 08, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 38,046 | 2,860 | 0.33% | 0.32% | 242 | +4 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 37,969 | 2,854 | 2.81% | 2.8% | 243 | -68 | -0.18% | Q1 2026 | Apr 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 37,575 | 2,825 | 0.0% | 0.0% | 244 | +13,979 | 59.24% | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 34,711 | 2,786 | 0.59% | 0.63% | 245 | +25 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 36,359 | 2,733 | 0.56% | 0.12% | 246 | +28,317 | 352.11% | Q1 2026 | May 11, 2026 |
| TAGStone Capital, Inc. | History | Added to | 35,278 | 2,652 | 0.94% | 0.85% | 247 | +4,858 | 15.97% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 35,052 | 2,634 | 0.0% | 0.0% | 248 | -25,908 | -42.5% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,994 | 2,631 | 0.06% | 0.03% | 249 | +20,764 | 145.92% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 34,757 | 2,613 | 0.01% | 0.02% | 250 | -7,576 | -17.9% | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 34,378 | 2,584 | 0.01% | 0.0% | 251 | +16,486 | 92.14% | Q1 2026 | May 14, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 34,342 | 2,582 | 0.85% | 0.94% | 252 | -3,429 | -9.08% | Q1 2026 | Apr 21, 2026 |
| Kentucky Trust Co | History | Reduced | 34,200 | 2,571 | 1.35% | 1.4% | 253 | -1,015 | -2.88% | Q1 2026 | Apr 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 33,743 | 2,537 | 0.11% | 0.1% | 254 | +3,400 | 11.21% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 33,720 | 2,535 | 0.02% | 0.02% | 255 | -1,607 | -4.55% | Q1 2026 | May 05, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 33,497 | 2,516 | 0.19% | 0.24% | 256 | -20,103 | -37.51% | Q1 2026 | May 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 33,254 | 2,500 | 0.1% | — | 257 | +33,254 | New | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 32,740 | 2,461 | 0.19% | 0.2% | 258 | -278 | -0.84% | Q1 2026 | May 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 32,668 | 2,456 | 0.11% | 0.12% | 259 | +4,520 | 16.06% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 32,741 | 2,440 | 0.01% | 0.01% | 260 | +6,591 | 25.2% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 32,303 | 2,428 | 0.0% | 0.0% | 261 | +5,537 | 20.69% | Q1 2026 | May 13, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 32,090 | 2,408 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Intrua Financial, LLC | History | Reduced | 31,895 | 2,398 | 0.25% | 0.25% | 263 | -74 | -0.23% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Added to | 31,565 | 2,373 | 0.01% | 0.0% | 264 | +20,633 | 188.74% | Q1 2026 | May 13, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 31,301 | 2,353 | 1.53% | 1.41% | 265 | +4,940 | 18.74% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 30,685 | 2,307 | 0.02% | 0.02% | 266 | +683 | 2.28% | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | Added to | 30,466 | 2,290 | 0.44% | 0.46% | 267 | +1,646 | 5.71% | Q1 2026 | Apr 27, 2026 |
| Bell Bank | History | No change | 30,216 | 2,271 | 0.1% | 0.1% | 268 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 29,891 | 2,247 | 0.09% | 0.09% | 269 | +153 | 0.51% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 29,784 | 2,239 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 27,368 | 2,218 | 0.37% | 0.54% | 271 | -13,857 | -33.61% | Q1 2026 | May 08, 2026 |
| Envision Financial Transparency, LLC | History | New | 29,124 | 2,190 | 2.13% | — | 272 | +29,124 | New | Q1 2026 | May 13, 2026 |
| RVW Wealth, LLC | History | Reduced | 28,607 | 2,150 | 0.17% | 0.17% | 273 | -1,757 | -5.79% | Q1 2026 | Apr 08, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 28,533 | 2,145 | 0.75% | 0.86% | 274 | -1,008 | -3.41% | Q1 2026 | Apr 21, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 28,305 | 2,128 | 1.84% | 1.39% | 275 | +6,334 | 28.83% | Q1 2026 | May 06, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 28,250 | 2,124 | 1.16% | 1.13% | 276 | +570 | 2.06% | Q1 2026 | Apr 21, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 28,217 | 2,121 | 0.04% | 0.04% | 277 | -1,993 | -6.6% | Q1 2026 | May 05, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 27,562 | 2,105 | 0.13% | 0.14% | 278 | -3,969 | -12.59% | Q1 2026 | Apr 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 27,735 | 2,085 | 0.72% | 0.57% | 279 | +6,569 | 31.04% | Q1 2026 | Apr 23, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 27,054 | 2,034 | 0.45% | 0.67% | 280 | -11,612 | -30.03% | Q1 2026 | May 05, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 26,729 | 2,009 | 0.73% | 1.0% | 281 | +74 | 0.28% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 26,452 | 1,988 | 0.32% | 0.34% | 282 | +74 | 0.28% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 26,430 | 1,987 | 0.02% | 0.02% | 283 | -3,135 | -10.6% | Q1 2026 | Apr 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 26,271 | 1,987 | 0.01% | 0.01% | 284 | +283 | 1.09% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 25,816 | 1,941 | 0.97% | 1.08% | 285 | -2,497 | -8.82% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 25,352 | 1,936 | 0.21% | 0.29% | 286 | -277 | -1.08% | Q1 2026 | Apr 10, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 25,664 | 1,929 | 1.03% | 0.92% | 287 | +3,724 | 16.97% | Q1 2026 | May 01, 2026 |
| HF Advisory Group, LLC | History | Added to | 25,347 | 1,905 | 0.65% | 0.65% | 288 | +514 | 2.07% | Q1 2026 | Apr 21, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 25,293 | 1,901 | 0.48% | 1.55% | 289 | -54,182 | -68.17% | Q1 2026 | Apr 15, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 23,422 | 1,876 | 1.12% | 1.27% | 290 | -2,840 | -10.81% | Q1 2026 | Apr 23, 2026 |
| Centerpoint Advisory Group | History | Added to | 24,789 | 1,863 | 1.4% | 1.11% | 291 | +5,530 | 28.71% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Added to | 24,754 | 1,861 | 0.03% | 0.03% | 292 | +142 | 0.58% | Q1 2026 | Apr 27, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 24,738 | 1,860 | 0.64% | 0.8% | 293 | -5,429 | -18.0% | Q1 2026 | Apr 27, 2026 |
| POTENTIA WEALTH | History | Reduced | 24,706 | 1,857 | 0.72% | 0.68% | 294 | -57 | -0.23% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 24,600 | 1,849 | 0.0% | — | 295 | +24,600 | New | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 24,553 | 1,846 | 0.2% | 0.2% | 296 | -559 | -2.23% | Q1 2026 | May 13, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 24,203 | 1,819 | 0.18% | 0.18% | 297 | -1,843 | -7.08% | Q1 2026 | May 19, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 23,980 | 1,803 | 0.24% | 0.24% | 298 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 23,392 | 1,758 | 0.84% | 1.34% | 299 | -26,351 | -52.97% | Q1 2026 | Apr 27, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 23,190 | 1,743 | 1.04% | 1.14% | 300 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 21,294 | 1,706 | 0.04% | 0.04% | 301 | -2,375 | -10.03% | Q1 2026 | May 04, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 22,608 | 1,699 | 0.39% | 0.36% | 302 | +1,900 | 9.18% | Q1 2026 | Apr 28, 2026 |
| ERn Financial, LLC | History | Reduced | 22,488 | 1,690 | 0.32% | 0.32% | 303 | -114 | -0.5% | Q1 2026 | Apr 24, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 22,476 | 1,689 | 0.19% | 0.2% | 304 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sage Investment Counsel LLC | History | Added to | 22,285 | 1,675 | 1.86% | 1.75% | 305 | +1,082 | 5.1% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 20,904 | 1,672 | 0.03% | 0.04% | 306 | +9,770 | 87.75% | Q1 2026 | May 01, 2026 |
| KINTRA WEALTH, LLC | History | New | 22,180 | 1,667 | 0.12% | — | 307 | +22,180 | New | Q1 2026 | May 15, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 22,153 | 1,665 | 0.13% | 0.13% | 308 | -150 | -0.67% | Q1 2026 | May 12, 2026 |
| HM PAYSON & CO | History | Added to | 22,119 | 1,663 | 0.02% | 0.02% | 309 | +382 | 1.76% | Q1 2026 | Apr 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 22,059 | 1,658 | 0.19% | 0.17% | 310 | +1,225 | 5.88% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,609 | 1,624 | 0.01% | 0.0% | 311 | +10,612 | 96.5% | Q1 2026 | May 13, 2026 |
| Bawa N Mallick Trust | History | No change | 21,070 | 1,584 | 0.65% | 0.59% | 312 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 20,998 | 1,578 | 0.83% | 0.52% | 313 | +7,863 | 59.86% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 20,591 | 1,548 | 0.02% | 0.02% | 314 | -476 | -2.26% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 20,294 | 1,525 | 0.36% | 0.25% | 315 | +6,482 | 46.93% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | Added to | 20,209 | 1,519 | 0.05% | 0.05% | 316 | +112 | 0.56% | Q1 2026 | May 15, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 20,198 | 1,518 | 1.16% | 1.19% | 317 | +1,196 | 6.29% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 19,838 | 1,491 | 0.02% | 0.02% | 318 | -387 | -1.91% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 19,580 | 1,485 | 0.1% | 0.11% | 319 | -2,075 | -9.58% | Q1 2026 | May 01, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 19,745 | 1,484 | 1.04% | 1.23% | 320 | -524 | -2.59% | Q1 2026 | May 06, 2026 |
| BNB Wealth Management, LLC | History | Added to | 19,670 | 1,479 | 0.95% | 0.95% | 321 | +4 | 0.02% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | Added to | 19,653 | 1,477 | 0.28% | 0.26% | 322 | +1,023 | 5.49% | Q1 2026 | Apr 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 20,050 | 1,472 | 0.05% | 0.0% | 323 | +19,610 | 4456.82% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,497 | 1,466 | 0.04% | 0.04% | 324 | +34 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Sherman Wealth Management LLC | History | Added to | 19,468 | 1,463 | 1.26% | 0.87% | 326 | +6,102 | 45.65% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 19,459 | 1,463 | 0.09% | 0.06% | 325 | +2,644 | 15.72% | Q1 2026 | Apr 28, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 19,260 | 1,448 | 0.25% | 0.21% | 327 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 18,749 | 1,432 | 0.03% | 0.03% | 328 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Basepoint Wealth LLC | History | Added to | 18,884 | 1,419 | 0.81% | 0.86% | 329 | +38 | 0.2% | Q1 2026 | May 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 18,678 | 1,415 | 0.04% | 0.03% | 330 | -787 | -4.04% | Q1 2026 | Apr 08, 2026 |
| BCS Wealth Management | History | Reduced | 18,662 | 1,403 | 0.29% | 0.23% | 331 | -11,290 | -37.69% | Q1 2026 | Apr 17, 2026 |
| Breakwater Capital Group | History | Added to | 18,592 | 1,397 | 0.19% | 0.19% | 332 | +493 | 2.72% | Q1 2026 | Apr 20, 2026 |
| Bath Savings Trust Co | History | Added to | 18,576 | 1,396 | 0.15% | 0.11% | 333 | +3,700 | 24.87% | Q1 2026 | Apr 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 18,543 | 1,394 | 0.05% | 0.21% | 334 | -65,153 | -77.84% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 18,479 | 1,389 | 0.01% | 0.01% | 335 | +3,177 | 20.76% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 18,268 | 1,373 | 0.79% | 0.87% | 336 | -3,071 | -14.39% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | New | 18,213 | 1,369 | 0.04% | — | 338 | +18,213 | New | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 18,208 | 1,369 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 18,008 | 1,366 | 0.07% | 0.06% | 339 | -100 | -0.55% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 18,012 | 1,354 | 0.01% | 0.01% | 340 | -6,818 | -27.46% | Q1 2026 | Apr 15, 2026 |
| Optivise Advisory Services LLC | History | Added to | 17,926 | 1,347 | 0.82% | 0.55% | 341 | +5,101 | 39.77% | Q1 2026 | Apr 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 17,818 | 1,339 | 0.0% | — | 342 | +17,818 | New | Q1 2026 | May 12, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 17,482 | 1,320 | 0.09% | 0.1% | 343 | -536 | -2.97% | Q1 2026 | May 12, 2026 |
| Sage Capital Management, LLC | History | Reduced | 17,343 | 1,304 | 0.61% | 0.61% | 344 | -137 | -0.78% | Q1 2026 | Apr 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 16,662 | 1,252 | 0.17% | 0.18% | 345 | -15 | -0.09% | Q1 2026 | Apr 22, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 16,650 | 1,251 | 0.63% | 0.56% | 346 | +215 | 1.31% | Q1 2026 | Apr 16, 2026 |
| Key FInancial Inc | History | Added to | 16,587 | 1,247 | 0.22% | 0.22% | 347 | +261 | 1.6% | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,537 | 1,243 | 0.01% | 0.01% | 349 | +6,149 | 59.19% | Q1 2026 | Apr 27, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 16,542 | 1,243 | 0.07% | 0.08% | 348 | -2,751 | -14.26% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 16,360 | 1,230 | 0.05% | 0.05% | 350 | -2,091 | -11.33% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 16,284 | 1,222 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 16,166 | 1,215 | 0.81% | 0.84% | 352 | -398 | -2.4% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Reduced | 16,090 | 1,209 | 0.01% | 0.01% | 353 | -1,448 | -8.26% | Q1 2026 | May 11, 2026 |
| PAX Financial Group, LLC | History | New | 16,045 | 1,206 | 0.21% | — | 354 | +16,045 | New | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Reduced | 16,035 | 1,205 | 0.0% | 0.0% | 355 | -16,077 | -50.07% | Q1 2026 | May 06, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 16,002 | 1,203 | 0.62% | 0.48% | 356 | +2,847 | 21.64% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 14,569 | 1,181 | 0.09% | 0.09% | 357 | +1,453 | 11.08% | Q1 2026 | May 01, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 15,595 | 1,172 | 0.46% | 0.43% | 358 | -10 | -0.06% | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 15,407 | 1,152 | 0.36% | 0.35% | 359 | +981 | 6.8% | Q1 2026 | May 14, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 15,254 | 1,146 | 1.1% | 1.07% | 360 | +86 | 0.57% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Added to | 15,179 | 1,141 | 0.01% | 0.01% | 361 | +1,154 | 8.23% | Q1 2026 | Apr 16, 2026 |
| SEI INVESTMENTS CO | History | Added to | 15,169 | 1,140 | 0.0% | 0.0% | 362 | +227 | 1.52% | Q1 2026 | May 13, 2026 |
| Owen LaRue, LLC | History | Reduced | 15,114 | 1,136 | 0.44% | 0.45% | 363 | -580 | -3.7% | Q1 2026 | Apr 30, 2026 |
| Legacy Advisors, LLC | History | No change | 15,000 | 1,127 | 0.13% | 0.12% | 364 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BankPlus Trust Department | History | No change | 14,882 | 1,118 | 0.3% | 0.29% | 365 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 14,818 | 1,114 | 0.2% | 0.08% | 366 | +7,833 | 112.14% | Q1 2026 | Apr 29, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 14,744 | 1,108 | 0.5% | 0.5% | 367 | +77 | 0.52% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO | History | No change | 14,200 | 1,084 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 5T Wealth, LLC | History | Reduced | 14,213 | 1,068 | 0.42% | 0.43% | 369 | -129 | -0.9% | Q1 2026 | Apr 13, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 14,081 | 1,058 | 0.39% | 0.28% | 370 | +3,855 | 37.7% | Q1 2026 | Apr 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 14,035 | 1,055 | 0.01% | 0.02% | 371 | -3,440 | -19.69% | Q1 2026 | May 01, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 13,846 | 1,041 | 0.09% | 0.08% | 372 | +2,000 | 16.88% | Q1 2026 | May 05, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 13,814 | 1,038 | 0.04% | 0.05% | 373 | -1,270 | -8.42% | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | Reduced | 13,802 | 1,037 | 0.03% | 0.03% | 374 | -754 | -5.18% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 13,540 | 1,018 | 0.07% | — | 375 | +13,540 | New | Q1 2026 | Apr 15, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 13,484 | 1,013 | 0.28% | 0.27% | 376 | +401 | 3.07% | Q1 2026 | Apr 24, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 13,090 | 993 | 0.18% | 0.16% | 377 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NICOLET BANKSHARES INC | History | New | 13,139 | 992 | 0.04% | — | 378 | +13,139 | New | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 12,891 | 969 | 0.12% | 0.12% | 379 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 12,050 | 967 | 0.2% | 0.2% | 380 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 12,844 | 965 | 0.0% | 0.0% | 381 | -1,082 | -7.77% | Q1 2026 | May 14, 2026 |
| Wealth Group Ltd | History | Added to | 12,811 | 963 | 0.22% | 0.17% | 382 | +2,477 | 23.97% | Q1 2026 | Apr 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 12,806 | 962 | 0.05% | 0.05% | 383 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 12,682 | 953 | 0.34% | 0.34% | 384 | -23 | -0.18% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 12,607 | 947 | 0.01% | 0.01% | 385 | +639 | 5.34% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,587 | 946 | 0.01% | 0.01% | 386 | +9 | 0.07% | Q1 2026 | Apr 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 12,478 | 939 | 0.01% | 0.01% | 387 | +685 | 5.81% | Q1 2026 | May 12, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 12,391 | 929 | 0.25% | 0.25% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,244 | 920 | 0.03% | 0.01% | 389 | +9,499 | 346.05% | Q1 2026 | Apr 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 12,212 | 918 | 0.04% | 0.03% | 390 | +1,497 | 13.97% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,123 | 911 | 0.0% | 0.0% | 391 | +199 | 1.67% | Q1 2026 | May 13, 2026 |
| Redwood Financial Network Corp | History | Reduced | 12,062 | 906 | 0.59% | 0.61% | 392 | -615 | -4.85% | Q1 2026 | May 14, 2026 |
| Foundry Financial LLC | History | Reduced | 12,041 | 905 | 0.38% | 0.57% | 393 | -2,439 | -16.84% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 12,035 | 904 | 0.09% | 0.08% | 394 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 11,959 | 899 | 0.03% | 0.04% | 395 | -1,278 | -9.65% | Q1 2026 | May 12, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 11,923 | 896 | 0.44% | 0.44% | 396 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,902 | 894 | 0.05% | 0.05% | 397 | +1,399 | 13.32% | Q1 2026 | May 14, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 11,802 | 887 | 0.27% | 0.3% | 398 | -1,824 | -13.39% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,713 | 880 | 0.02% | 0.02% | 399 | -1,025 | -8.05% | Q1 2026 | Apr 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 11,671 | 877 | 0.09% | 0.09% | 400 | +963 | 8.99% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 11,662 | 876 | 0.01% | 0.01% | 401 | +1,151 | 10.95% | Q1 2026 | May 11, 2026 |
| SlateStone Wealth, LLC | History | No change | 11,651 | 876 | 0.07% | 0.07% | 402 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 11,368 | 854 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 11,295 | 849 | 0.44% | 0.44% | 404 | -72 | -0.63% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 11,232 | 844 | 0.0% | 0.0% | 405 | +4,832 | 75.5% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 11,212 | 842 | 0.0% | 0.0% | 406 | -167 | -1.47% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | No change | 11,145 | 838 | 0.05% | 0.05% | 407 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,131 | 836 | 0.02% | 0.02% | 408 | +123 | 1.12% | Q1 2026 | May 15, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 11,115 | 835 | 0.68% | 0.66% | 409 | +11 | 0.1% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Reduced | 11,024 | 828 | 0.02% | 0.03% | 410 | -63 | -0.57% | Q1 2026 | Apr 13, 2026 |
| Trivium Point Advisory, LLC | History | No change | 11,000 | 827 | 0.15% | 0.08% | 411 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 55 North Private Wealth, LLC | History | New | 10,919 | 821 | 0.21% | — | 412 | +10,919 | New | Q1 2026 | Apr 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,889 | 818 | 0.02% | 0.02% | 413 | +4,227 | 63.45% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 9,959 | 801 | 0.03% | 0.03% | 414 | -957 | -8.77% | Q1 2026 | Apr 24, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 10,535 | 792 | 0.32% | 0.3% | 415 | -392 | -3.59% | Q1 2026 | Apr 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 10,512 | 790 | 0.01% | 0.01% | 416 | +2,113 | 25.16% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Reduced | 10,431 | 784 | 0.02% | 0.02% | 417 | -663 | -5.98% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | No change | 10,258 | 771 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,169 | 764 | 0.01% | 0.01% | 419 | -387 | -3.67% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 10,096 | 759 | 0.01% | 0.0% | 420 | +4,925 | 95.24% | Q1 2026 | Apr 28, 2026 |
| Steele Capital Management, Inc. | History | No change | 10,074 | 757 | 0.03% | 0.03% | 421 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 9,947 | 747 | 0.25% | 0.24% | 422 | +419 | 4.4% | Q1 2026 | May 05, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 9,743 | 732 | 0.53% | 0.52% | 423 | +88 | 0.91% | Q1 2026 | May 05, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 9,705 | 729 | 0.06% | — | 424 | +9,705 | New | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 9,632 | 724 | 0.1% | 0.1% | 425 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Next Capital Management LLC | History | Reduced | 9,528 | 716 | 0.22% | 0.28% | 426 | -2,080 | -17.92% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 9,507 | 714 | 0.01% | 0.02% | 427 | -5,542 | -36.83% | Q1 2026 | Apr 07, 2026 |
| Lunt Capital Management, Inc. | History | No change | 9,508 | 714 | 0.27% | 0.27% | 428 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | New | 9,477 | 712 | 0.0% | — | 429 | +9,477 | New | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 9,346 | 703 | 0.0% | 0.0% | 430 | +1,754 | 23.1% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 9,233 | 694 | 0.02% | 0.02% | 431 | +300 | 3.36% | Q1 2026 | May 07, 2026 |
| PFG Advisors | History | Reduced | 9,235 | 694 | 0.03% | 0.03% | 432 | -210 | -2.22% | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 9,220 | 693 | 0.04% | 0.04% | 433 | -40 | -0.43% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 9,203 | 691 | 0.0% | 0.0% | 434 | +986 | 12.0% | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 9,152 | 688 | 0.56% | 0.42% | 435 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 8,954 | 673 | 0.22% | 0.22% | 436 | +12 | 0.13% | Q1 2026 | May 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 8,906 | 668 | 0.19% | 0.19% | 437 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Added to | 8,744 | 657 | 0.0% | 0.0% | 438 | +169 | 1.97% | Q1 2026 | May 04, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 8,567 | 644 | 0.54% | 0.55% | 439 | +13 | 0.15% | Q1 2026 | Apr 22, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 8,543 | 642 | 0.05% | 0.02% | 440 | +5,471 | 178.09% | Q1 2026 | Apr 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 8,294 | 623 | 0.15% | 0.14% | 442 | +1,337 | 19.22% | Q1 2026 | May 07, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 8,286 | 623 | 0.14% | 0.14% | 441 | -50 | -0.6% | Q1 2026 | Apr 17, 2026 |
| Fortis Capital Advisors, LLC | History | New | 8,279 | 622 | 0.08% | — | 443 | +8,279 | New | Q1 2026 | Apr 28, 2026 |
| Olistico Wealth, LLC | History | Reduced | 8,187 | 615 | 0.3% | 0.31% | 444 | -271 | -3.2% | Q1 2026 | Apr 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,126 | 610 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,095 | 608 | 0.02% | 0.04% | 446 | +2,886 | 55.4% | Q1 2026 | May 15, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 8,003 | 589 | 0.54% | 0.51% | 447 | +182 | 2.33% | Q1 2026 | Apr 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 7,808 | 587 | 0.03% | 0.03% | 448 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 7,794 | 586 | 0.29% | 0.28% | 449 | +25 | 0.32% | Q1 2026 | May 11, 2026 |
| OneAscent Family Office, LLC | History | Added to | 7,784 | 585 | 0.41% | 0.38% | 451 | +289 | 3.86% | Q1 2026 | Apr 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 7,789 | 585 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 7,773 | 584 | 0.0% | 0.0% | 452 | -379 | -4.65% | Q1 2026 | May 11, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 7,764 | 583 | 0.04% | 0.06% | 453 | -1,149 | -12.89% | Q1 2026 | May 18, 2026 |
| Spire Wealth Management | History | Added to | 7,715 | 580 | 0.02% | 0.02% | 454 | +96 | 1.26% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,616 | 572 | 0.0% | 0.0% | 455 | -6,184 | -44.81% | Q1 2026 | May 12, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 7,373 | 554 | 0.54% | 0.55% | 456 | -40 | -0.54% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7,363 | 553 | 0.03% | 0.06% | 457 | -3,780 | -33.92% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | New | 7,353 | 552 | 0.14% | — | 458 | +7,353 | New | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Reduced | 7,237 | 544 | 0.0% | 0.01% | 459 | -1,288 | -15.11% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 7,196 | 541 | 0.01% | 0.01% | 460 | +42 | 0.59% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 7,164 | 538 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 7,048 | 529 | 0.2% | — | 464 | +7,048 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 7,048 | 529 | 0.2% | 0.21% | 462 | -5 | -0.07% | Q1 2026 | Apr 23, 2026 |
| ORG Partners LLC | History | No change | 7,050 | 529 | 0.09% | 0.09% | 463 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,981 | 524 | 0.06% | 0.07% | 465 | -685 | -8.94% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,944 | 522 | 0.0% | — | 467 | +6,944 | New | Q1 2026 | May 12, 2026 |
| Invariant Investment Management | History | Added to | 6,599 | 522 | 0.32% | 0.33% | 466 | +2 | 0.03% | Q1 2026 | Apr 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 6,831 | 513 | 0.21% | 0.18% | 468 | -20 | -0.29% | Q1 2026 | Apr 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,781 | 509 | 0.02% | 0.02% | 469 | -9 | -0.13% | Q1 2026 | Apr 20, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 6,681 | 502 | 0.38% | 0.39% | 470 | -129 | -1.89% | Q1 2026 | Apr 30, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 6,536 | 491 | 0.03% | 0.03% | 471 | -488 | -6.95% | Q1 2026 | May 14, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 6,474 | 486 | 0.14% | 0.16% | 472 | -564 | -8.01% | Q1 2026 | May 04, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 6,439 | 484 | 0.22% | 0.21% | 473 | +16 | 0.25% | Q1 2026 | May 04, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 6,399 | 481 | 0.03% | 0.03% | 474 | +2 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 6,354 | 477 | 0.03% | 0.03% | 475 | -442 | -6.5% | Q1 2026 | Apr 27, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 6,332 | 476 | 0.16% | 0.17% | 476 | +24 | 0.38% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 6,321 | 475 | 0.15% | 0.1% | 477 | +56 | 0.89% | Q1 2026 | May 12, 2026 |
| True North Advisors, LLC | History | No change | 6,278 | 472 | 0.05% | 0.06% | 478 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 6,284 | 461 | 0.52% | 0.56% | 479 | -1,261 | -16.71% | Q1 2026 | May 15, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 6,109 | 459 | 0.27% | 0.24% | 480 | -38 | -0.62% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 6,060 | 455 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,957 | 447 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,931 | 445 | 0.0% | 0.0% | 483 | +4,153 | 233.58% | Q1 2026 | May 13, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 5,800 | 436 | 0.07% | 0.07% | 484 | +1 | 0.02% | Q1 2026 | May 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,705 | 428 | 0.01% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | No change | 5,693 | 428 | 0.08% | 0.08% | 486 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 5,634 | 423 | 0.05% | 0.05% | 487 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Biltmore Family Office, LLC | History | No change | 5,500 | 413 | 0.06% | 0.06% | 488 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 5,489 | 412 | 0.17% | 0.16% | 489 | -56 | -1.01% | Q1 2026 | May 13, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 5,405 | 406 | 0.15% | 0.15% | 491 | +16 | 0.3% | Q1 2026 | Apr 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 5,400 | 406 | 0.03% | 0.03% | 490 | +5 | 0.09% | Q1 2026 | May 14, 2026 |
| CFO4Life Group, LLC | History | Reduced | 5,325 | 400 | 0.06% | 0.07% | 492 | -827 | -13.44% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Reduced | 5,305 | 398 | 0.01% | 0.01% | 493 | -37 | -0.69% | Q1 2026 | May 12, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 5,248 | 394 | 0.03% | 0.03% | 494 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| West Wealth Group, LLC | History | New | 5,220 | 392 | 0.08% | — | 495 | +5,220 | New | Q1 2026 | May 11, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 5,205 | 391 | 0.02% | 0.02% | 496 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 5,200 | 390 | 0.12% | 0.23% | 497 | -5,000 | -49.02% | Q1 2026 | May 05, 2026 |
| Sequent Planning LLC | History | Reduced | 5,159 | 387 | 0.09% | 0.1% | 498 | -192 | -3.59% | Q1 2026 | Apr 21, 2026 |
| Latitude Advisors, LLC | History | Added to | 5,126 | 385 | 0.18% | 0.17% | 500 | +73 | 1.44% | Q1 2026 | Apr 27, 2026 |
| Financial Advisory Corp | History | Added to | 5,129 | 385 | 0.05% | 0.06% | 499 | +20 | 0.39% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,104 | 383 | 0.0% | 0.0% | 501 | -6,201 | -54.85% | Q1 2026 | May 14, 2026 |
| Retireful, LLC | History | Reduced | 5,082 | 382 | 0.54% | 0.51% | 502 | -254 | -4.76% | Q1 2026 | Apr 15, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 5,030 | 378 | 0.34% | 0.41% | 503 | -1,747 | -25.78% | Q1 2026 | Apr 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 5,033 | 378 | 0.0% | 0.01% | 505 | -146 | -2.82% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 5,045 | 378 | 0.04% | 0.04% | 504 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,021 | 377 | 0.03% | 0.03% | 506 | +310 | 6.58% | Q1 2026 | Apr 14, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 4,988 | 375 | 0.03% | 0.03% | 507 | +1,943 | 63.81% | Q1 2026 | May 21, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 4,994 | 375 | 0.16% | 0.17% | 508 | +65 | 1.32% | Q1 2026 | Apr 08, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,952 | 372 | 0.01% | 0.01% | 509 | +133 | 2.76% | Q1 2026 | May 08, 2026 |
| Cadia Private Client LLC | History | Added to | 4,943 | 371 | 0.3% | 0.17% | 510 | +2,039 | 70.21% | Q1 2026 | May 20, 2026 |
| AEGON USA Investment Management, LLC | History | No change | 4,920 | 369 | 0.29% | 0.26% | 511 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,898 | 368 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | New | 4,829 | 363 | 0.01% | — | 516 | +4,829 | New | Q1 2026 | May 18, 2026 |
| Bank of Marin | History | Reduced | 4,836 | 363 | 0.26% | 0.26% | 513 | -111 | -2.24% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 4,828 | 363 | 0.02% | 0.02% | 515 | +56 | 1.17% | Q1 2026 | Apr 28, 2026 |
| WJ Wealth Management, LLC | History | No change | 4,828 | 363 | 0.17% | 0.16% | 514 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 4,820 | 362 | 0.57% | 0.6% | 517 | +8 | 0.17% | Q1 2026 | May 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 4,805 | 361 | 0.07% | 0.1% | 518 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,721 | 355 | 0.02% | 0.02% | 519 | +5 | 0.11% | Q1 2026 | May 18, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,711 | 354 | 0.01% | 0.01% | 521 | -481 | -9.26% | Q1 2026 | May 01, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 4,716 | 354 | 0.19% | 0.19% | 520 | -6 | -0.13% | Q1 2026 | Apr 28, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 4,624 | 347 | 0.02% | 0.02% | 522 | -67 | -1.43% | Q1 2026 | May 12, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 4,589 | 345 | 0.03% | 0.03% | 523 | -110 | -2.34% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 4,529 | 340 | 0.0% | 0.0% | 524 | +220 | 5.11% | Q1 2026 | Apr 27, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 4,495 | 337 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MB Generational Wealth, LLC | History | No change | 4,484 | 337 | 0.19% | 0.18% | 526 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 4,471 | 336 | 0.12% | 0.08% | 527 | +1,527 | 51.87% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 4,437 | 333 | 0.01% | 0.01% | 528 | -380 | -7.89% | Q1 2026 | Apr 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,400 | 330 | 0.01% | 0.01% | 529 | +452 | 11.45% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 4,382 | 329 | 0.11% | 0.12% | 530 | -232 | -5.03% | Q1 2026 | Apr 24, 2026 |
| Midwest Trust Co | History | Reduced | 4,361 | 327 | 0.0% | 0.0% | 533 | -786 | -15.27% | Q1 2026 | May 01, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,352 | 327 | 0.01% | 0.01% | 532 | -87 | -1.96% | Q1 2026 | Apr 15, 2026 |
| SHP Wealth Management | History | Added to | 4,354 | 327 | 0.02% | 0.03% | 531 | +6 | 0.14% | Q1 2026 | May 08, 2026 |
| Clarius Group, LLC | History | No change | 4,347 | 326 | 0.02% | 0.02% | 534 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,310 | 324 | 0.02% | — | 536 | +4,310 | New | Q1 2026 | Apr 29, 2026 |
| Vectors Research Management, LLC | History | No change | 4,312 | 324 | 0.09% | 0.1% | 535 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | No change | 4,300 | 323 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Added to | 4,289 | 322 | 0.0% | 0.0% | 538 | +636 | 17.41% | Q1 2026 | May 12, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 4,272 | 321 | 0.3% | 0.31% | 539 | -154 | -3.48% | Q1 2026 | May 08, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 4,269 | 320 | 0.12% | 0.13% | 540 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 4,249 | 319 | 0.11% | 0.1% | 542 | +537 | 14.47% | Q1 2026 | Apr 21, 2026 |
| Summit Trail Advisors, LLC | History | No change | 4,250 | 319 | 0.0% | 0.01% | 541 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Diversified Enterprises, LLC | History | Added to | 4,241 | 318 | 0.02% | 0.02% | 543 | +6 | 0.14% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,191 | 315 | 0.0% | 0.0% | 544 | +11 | 0.26% | Q1 2026 | May 01, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 4,148 | 311 | 0.17% | 0.18% | 545 | +336 | 8.81% | Q1 2026 | Apr 16, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 4,000 | 300 | 0.05% | 0.05% | 546 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 3,791 | 285 | 0.0% | 0.0% | 547 | -176 | -4.44% | Q1 2026 | Apr 23, 2026 |
| Everhart Financial Group, Inc. | History | No change | 3,795 | 285 | 0.02% | 0.03% | 548 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| COURIER CAPITAL LLC | History | No change | 3,782 | 284 | 0.02% | 0.02% | 549 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 3,742 | 281 | 0.15% | 0.15% | 550 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 3,733 | 280 | 0.02% | 0.02% | 552 | -120 | -3.11% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 3,724 | 280 | 0.02% | 0.02% | 551 | +10 | 0.27% | Q1 2026 | May 13, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 3,653 | 279 | 0.08% | 0.08% | 553 | +207 | 6.01% | Q1 2026 | Apr 08, 2026 |
| Inspire Advisors, LLC | History | Added to | 3,697 | 277 | 0.02% | 0.03% | 554 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 3,530 | 274 | 0.02% | 0.02% | 555 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 3,632 | 273 | 0.07% | — | 556 | +3,632 | New | Q1 2026 | Apr 15, 2026 |
| NOVEM GROUP | History | Reduced | 3,630 | 272 | 0.03% | 0.03% | 557 | -240 | -6.2% | Q1 2026 | Apr 10, 2026 |
| Single Point Partners, LLC | History | Added to | 3,592 | 270 | 0.05% | 0.05% | 558 | +12 | 0.34% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,552 | 267 | 0.0% | 0.0% | 559 | -1,292 | -26.67% | Q1 2026 | May 12, 2026 |
| Impact Partnership Wealth, LLC | History | New | 3,524 | 264 | 0.03% | — | 561 | +3,524 | New | Q1 2026 | Apr 23, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 3,521 | 264 | 0.05% | 0.05% | 560 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 3,508 | 263 | 0.02% | 0.02% | 562 | -295 | -7.76% | Q1 2026 | Apr 22, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 3,483 | 261 | 0.13% | 0.12% | 563 | +371 | 11.92% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | New | 3,464 | 260 | 0.0% | — | 564 | +3,464 | New | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 3,445 | 259 | 0.0% | 0.0% | 565 | +207 | 6.39% | Q1 2026 | May 08, 2026 |
| Advyzon Investment Management, LLC | History | New | 3,444 | 258 | 0.02% | — | 566 | +3,444 | New | Q1 2026 | May 12, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 3,431 | 257 | 0.22% | — | 569 | +3,431 | New | Q1 2026 | Apr 13, 2026 |
| LVZ, Inc. | History | Reduced | 3,431 | 257 | 0.03% | 0.04% | 567 | -968 | -22.01% | Q1 2026 | Apr 28, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 3,421 | 257 | 0.11% | 0.11% | 568 | -101 | -2.87% | Q1 2026 | Apr 24, 2026 |
| Garton & Associates Financial Advisors LLC | History | Added to | 3,408 | 256 | 0.21% | 0.14% | 570 | +171 | 5.28% | Q1 2026 | May 11, 2026 |
| GUERRA PAN ADVISORS, LLC | History | New | 3,316 | 249 | 0.15% | — | 572 | +3,316 | New | Q1 2026 | May 12, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 3,322 | 249 | 0.11% | 0.1% | 571 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Added to | 3,010 | 248 | 0.01% | 0.01% | 573 | +40 | 1.35% | Q1 2026 | May 14, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 3,295 | 247 | 0.13% | — | 575 | +3,295 | New | Q1 2026 | May 12, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 3,298 | 247 | 0.08% | 0.08% | 574 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,281 | 246 | 0.02% | 0.01% | 576 | +1,248 | 61.39% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,234 | 243 | 0.02% | — | 579 | +3,234 | New | Q1 2026 | Apr 17, 2026 |
| Vontobel Holding Ltd. | History | No change | 3,233 | 243 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 3,233 | 243 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 3,231 | 242 | 0.11% | — | 580 | +3,231 | New | Q1 2026 | Apr 28, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 3,215 | 241 | 0.08% | 0.08% | 582 | +3 | 0.09% | Q1 2026 | May 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 3,209 | 241 | 0.07% | 0.07% | 581 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 3,200 | 240 | 0.01% | 0.01% | 583 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 3,175 | 238 | 0.02% | 0.02% | 584 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Trek Financial, LLC | History | New | 3,143 | 236 | 0.01% | — | 585 | +3,143 | New | Q1 2026 | May 13, 2026 |
| Sagewood Asset Management LP | History | New | 3,110 | 233 | 0.07% | — | 587 | +3,110 | New | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Reduced | 3,105 | 233 | 0.0% | 0.01% | 586 | -1,270 | -29.03% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,941 | 232 | 0.01% | 0.02% | 588 | -837 | -22.15% | Q1 2026 | Apr 17, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 3,080 | 231 | 0.05% | 0.06% | 589 | -66 | -2.1% | Q1 2026 | Apr 22, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 3,064 | 230 | 0.26% | 0.25% | 590 | -4 | -0.13% | Q1 2026 | Apr 21, 2026 |
| Total Wealth Planning & Management, Inc. | History | No change | 3,020 | 227 | 0.17% | 0.17% | 591 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Northstar Group, Inc. | History | No change | 3,013 | 226 | 0.03% | 0.03% | 592 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 2,998 | 225 | 0.01% | 0.02% | 594 | -5,744 | -65.71% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 3,001 | 225 | 0.01% | 0.03% | 593 | -862 | -22.31% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,968 | 223 | 0.01% | 0.01% | 595 | +983 | 49.52% | Q1 2026 | Apr 07, 2026 |
| Operose Advisors LLC | History | Reduced | 2,953 | 222 | 0.05% | 0.05% | 596 | -71 | -2.35% | Q1 2026 | May 12, 2026 |
| Creekside Partners | History | No change | 2,960 | 222 | 0.09% | 0.09% | 597 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 2,949 | 221 | 0.04% | 0.04% | 598 | +11 | 0.37% | Q1 2026 | May 04, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | New | 2,915 | 219 | 0.03% | — | 599 | +2,915 | New | Q1 2026 | Apr 24, 2026 |
| Fullerton Advisors, LLC | History | Added to | 2,903 | 218 | 0.23% | 0.22% | 600 | +11 | 0.38% | Q1 2026 | Apr 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,892 | 217 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | New | 2,859 | 214 | 0.0% | — | 602 | +2,859 | New | Q1 2026 | May 12, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 2,841 | 213 | 0.11% | — | 603 | +2,841 | New | Q1 2026 | May 15, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 2,832 | 212 | 0.06% | 0.06% | 604 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 2,814 | 211 | 0.09% | — | 607 | +2,814 | New | Q1 2026 | May 15, 2026 |
| Barnett & Company, Inc. | History | Reduced | 2,816 | 211 | 0.16% | 0.17% | 605 | -55 | -1.92% | Q1 2026 | Apr 30, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 2,815 | 211 | 0.02% | 0.02% | 606 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 2,805 | 210 | 0.04% | 0.02% | 608 | +1,194 | 74.12% | Q1 2026 | Apr 22, 2026 |
| Keystone Financial Group | History | Reduced | 2,730 | 205 | 0.01% | 0.02% | 609 | -15 | -0.55% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | New | 2,706 | 203 | 0.0% | — | 610 | +2,706 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 2,706 | 203 | 0.01% | — | 611 | +2,706 | New | Q1 2026 | May 04, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 2,517 | 203 | 0.06% | — | 612 | +2,517 | New | Q1 2026 | Apr 27, 2026 |
| Composition Wealth, LLC | History | Reduced | 2,684 | 201 | 0.0% | 0.0% | 613 | -408 | -13.2% | Q1 2026 | Apr 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,681 | 201 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NVWM, LLC | History | Reduced | 2,667 | 200 | 0.04% | 0.06% | 615 | -801 | -23.1% | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | No change | 2,643 | 198 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CGC Financial Services, LLC | History | Reduced | 2,609 | 196 | 0.06% | 0.05% | 617 | -96 | -3.55% | Q1 2026 | Apr 13, 2026 |
| KM Capital Management Ltd. | History | Reduced | 2,322 | 191 | 0.13% | 0.1% | 618 | -385 | -14.22% | Q1 2026 | May 15, 2026 |
| SIMA Wealth Partners, LLC | History | New | 2,462 | 185 | 0.14% | — | 619 | +2,462 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 2,476 | 181 | 0.02% | 0.02% | 620 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | No change | 2,299 | 172 | 0.01% | 0.01% | 621 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Dunhill Financial, LLC | History | No change | 2,263 | 170 | 0.04% | 0.04% | 622 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL PLC | History | New | 2,180 | 163 | 0.0% | — | 623 | +2,180 | New | Q1 2026 | May 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 2,124 | 159 | 0.1% | 0.09% | 624 | +157 | 7.98% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,085 | 156 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Solstein Capital, LLC | History | No change | 2,005 | 150 | 0.06% | 0.06% | 626 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,743 | 131 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | New | 1,691 | 128 | 0.03% | — | 628 | +1,691 | New | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,661 | 124 | 0.0% | — | 630 | +1,661 | New | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 1,656 | 124 | 0.04% | 0.04% | 629 | +1 | 0.06% | Q1 2026 | Apr 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,580 | 118 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,475 | 110 | 0.01% | 0.01% | 632 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,403 | 105 | 0.01% | 0.01% | 633 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BOKF, NA | History | No change | 1,349 | 101 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,298 | 97 | 0.01% | 0.01% | 635 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,268 | 95 | 0.05% | 0.16% | 636 | -2,777 | -68.65% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,259 | 94 | 0.0% | — | 637 | +1,259 | New | Q1 2026 | May 08, 2026 |
| Colonial Trust Advisors | History | No change | 1,205 | 90 | 0.01% | 0.01% | 638 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | No change | 1,200 | 90 | 0.01% | 0.01% | 639 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,165 | 87 | 0.03% | 0.03% | 640 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,170 | 87 | 0.02% | 0.03% | 641 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,150 | 86 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 1,105 | 83 | 0.03% | 0.02% | 644 | +330 | 42.58% | Q1 2026 | Apr 23, 2026 |
| AlphaCore Capital LLC | History | No change | 1,114 | 83 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 1,114 | 83 | 0.01% | 0.01% | 645 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,114 | 83 | 0.05% | 0.05% | 646 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Noble Wealth Management PBC | History | No change | 1,050 | 78 | 0.04% | 0.04% | 647 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,030 | 77 | 0.0% | 0.0% | 648 | +600 | 139.53% | Q1 2026 | May 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 1,011 | 76 | 0.03% | 0.02% | 649 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 1,000 | 75 | 0.01% | — | 650 | +1,000 | New | Q1 2026 | Apr 27, 2026 |
| CX Institutional | History | Added to | 966 | 73 | 0.0% | 0.0% | 651 | +76 | 8.54% | Q1 2026 | Apr 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 936 | 70 | 0.0% | 0.0% | 652 | +710 | 314.16% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 925 | 69 | 0.02% | 0.02% | 653 | +2 | 0.22% | Q1 2026 | Apr 22, 2026 |
| True Link Financial Advisors, LLC | History | New | 902 | 67 | 0.0% | — | 654 | +902 | New | Q1 2026 | Apr 29, 2026 |
| PlanVest Financial, Inc | History | New | 897 | 67 | 0.05% | — | 655 | +897 | New | Q1 2026 | May 14, 2026 |
| Red Tortoise LLC | History | Added to | 829 | 62 | 0.03% | 0.03% | 656 | +3 | 0.36% | Q1 2026 | Apr 21, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 818 | 61 | 0.02% | 0.03% | 657 | -264 | -24.4% | Q1 2026 | Apr 03, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 769 | 57 | 0.01% | — | 658 | +769 | New | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | No change | 717 | 54 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 718 | 53 | 0.01% | 0.01% | 660 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MTM Investment Management, LLC | History | Added to | 700 | 52 | 0.02% | 0.01% | 661 | +350 | 100.0% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | No change | 628 | 47 | 0.0% | 0.0% | 662 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Added to | 624 | 46 | 0.0% | 0.0% | 663 | +503 | 415.7% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | No change | 611 | 45 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Luken Investment Analytics, LLC | History | No change | 600 | 45 | 0.02% | 0.02% | 665 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 597 | 44 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Networth Advisors, LLC | History | New | 570 | 42 | 0.03% | — | 668 | +570 | New | Q1 2026 | Apr 22, 2026 |
| SYM FINANCIAL Corp | History | Added to | 566 | 42 | 0.0% | 0.0% | 667 | +124 | 28.05% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 540 | 41 | 0.0% | 0.0% | 669 | +434 | 409.43% | Q1 2026 | May 01, 2026 |
| REAP Financial Group, LLC | History | Added to | 532 | 39 | 0.01% | 0.01% | 670 | +2 | 0.38% | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 518 | 38 | 0.01% | — | 674 | +518 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 518 | 38 | 0.01% | — | 675 | +518 | New | Q1 2026 | May 13, 2026 |
| Glassman Wealth Services | History | No change | 510 | 38 | 0.01% | 0.01% | 671 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | No change | 514 | 38 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 10Elms LLP | History | No change | 515 | 38 | 0.02% | 0.03% | 673 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 499 | 37 | 0.0% | 0.0% | 677 | +334 | 202.42% | Q1 2026 | May 08, 2026 |
| Family Capital Trust Co | History | Added to | 504 | 37 | 0.01% | 0.01% | 676 | +35 | 7.46% | Q1 2026 | Apr 29, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 501 | 37 | 0.01% | 0.01% | 679 | +1 | 0.2% | Q1 2026 | Apr 01, 2026 |
| Truvestments Capital LLC | History | No change | 500 | 37 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 497 | 37 | 0.02% | 0.02% | 680 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 493 | 37 | 0.01% | 0.01% | 681 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | Added to | 474 | 35 | 0.0% | 0.0% | 682 | +2 | 0.42% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Added to | 465 | 34 | 0.01% | 0.0% | 684 | +359 | 338.68% | Q1 2026 | Apr 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 462 | 34 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 445 | 33 | 0.02% | — | 686 | +445 | New | Q1 2026 | Apr 21, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 430 | 33 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 400 | 30 | 0.01% | 0.01% | 687 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 395 | 29 | 0.02% | 0.02% | 689 | +1 | 0.25% | Q1 2026 | May 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 389 | 29 | 0.01% | 0.01% | 688 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PROTECTIVE LIFE CORP | History | New | 375 | 28 | 0.09% | — | 691 | +375 | New | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 376 | 28 | 0.01% | 0.01% | 690 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | New | 368 | 27 | 0.0% | — | 693 | +368 | New | Q1 2026 | Apr 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 360 | 27 | 0.0% | — | 694 | +360 | New | Q1 2026 | May 07, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 364 | 27 | 0.02% | 0.02% | 692 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 350 | 26 | 0.02% | 0.02% | 695 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 337 | 25 | 0.0% | — | 696 | +337 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | New | 286 | 21 | 0.0% | — | 699 | +286 | New | Q1 2026 | May 01, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 289 | 21 | 0.0% | 0.0% | 697 | +36 | 14.23% | Q1 2026 | May 07, 2026 |
| Pacific Center for Financial Services | History | No change | 282 | 21 | 0.01% | 0.01% | 698 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 277 | 20 | 0.0% | 0.0% | 700 | +1 | 0.36% | Q1 2026 | Apr 27, 2026 |
| FIRST HORIZON CORP | History | Reduced | 255 | 19 | 0.0% | 0.0% | 701 | -440 | -63.31% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 260 | 19 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ransom Advisory, Ltd | History | No change | 266 | 19 | 0.01% | 0.01% | 703 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 245 | 18 | 0.02% | — | 705 | +245 | New | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 240 | 18 | 0.0% | — | 704 | +240 | New | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 229 | 17 | 0.0% | — | 706 | +229 | New | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 215 | 16 | 0.0% | — | 708 | +215 | New | Q1 2026 | Apr 29, 2026 |
| Providence Capital Advisors, LLC | History | No change | 220 | 16 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 191 | 14 | 0.0% | 0.0% | 709 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 188 | 14 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kilter Group LLC | History | No change | 197 | 14 | 0.01% | 0.01% | 711 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 183 | 13 | 0.0% | 0.0% | 712 | +133 | 266.0% | Q1 2026 | May 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 180 | 13 | 0.01% | 0.01% | 713 | +1 | 0.56% | Q1 2026 | Apr 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 184 | 13 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CDKV HOLDINGS LLC | History | No change | 178 | 13 | 0.01% | 0.01% | 715 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 166 | 12 | 0.01% | — | 717 | +166 | New | Q1 2026 | May 13, 2026 |
| Capital Investment Counsel, Inc | History | No change | 165 | 12 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Community Bank, N.A. | History | New | 155 | 11 | 0.0% | — | 721 | +155 | New | Q1 2026 | May 12, 2026 |
| Napier Financial, LLC | History | New | 155 | 11 | 0.0% | — | 722 | +155 | New | Q1 2026 | May 05, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 151 | 11 | 0.0% | 0.0% | 718 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BFSG, LLC | History | No change | 153 | 11 | 0.0% | 0.0% | 719 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 157 | 11 | 0.01% | 0.01% | 720 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 135 | 10 | 0.0% | 0.0% | 725 | -392 | -74.38% | Q1 2026 | Apr 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 141 | 10 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 142 | 10 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 129 | 9 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 125 | 9 | 0.01% | 0.01% | 727 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 120 | 8 | 0.0% | 0.0% | 729 | +1 | 0.84% | Q1 2026 | May 19, 2026 |
| Family Manage LLC | History | No change | 114 | 8 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Centerpoint Advisors, LLC | History | No change | 102 | 8 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| City State Bank | History | No change | 111 | 8 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IMG Wealth Management, Inc. | History | No change | 111 | 8 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 102 | 7 | 0.0% | — | 735 | +102 | New | Q1 2026 | May 14, 2026 |
| My Portfolio Guide, LLC | History | New | 100 | 7 | 0.0% | — | 736 | +100 | New | Q1 2026 | May 05, 2026 |
| Wagner Wealth Management, LLC | History | No change | 103 | 7 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Nova Wealth Management, Inc. | History | No change | 101 | 7 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 92 | 6 | 0.0% | — | 739 | +92 | New | Q1 2026 | Apr 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 89 | 6 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BAYBAN | History | No change | 87 | 6 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 73 | 5 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | No change | 77 | 5 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hughes Financial Services, LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GAMMA Investing LLC | History | New | 54 | 4 | 0.0% | — | 745 | +54 | New | Q1 2026 | Apr 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 62 | 4 | 0.0% | 0.0% | 743 | +22 | 55.0% | Q1 2026 | May 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | No change | 32 | 2 | 0.0% | 0.0% | 747 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 29 | 2 | 0.0% | 0.0% | 748 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -586,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Chicago Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 4.82% | — | -159,662 | -100.0% | Q1 2026 | May 11, 2026 |
| Green Ridge Wealth Planning LLC | History | Closed out | 0 | 0 | — | 4.09% | — | -106,530 | -100.0% | Q1 2026 | Apr 10, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -77,135 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 3.93% | — | -69,732 | -100.0% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -57,810 | -100.0% | Q1 2026 | Apr 09, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -50,384 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -45,480 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -27,183 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -26,243 | -100.0% | Q1 2026 | May 12, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.43% | — | -13,466 | -100.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,916 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BCGM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -10,677 | -100.0% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,790 | -100.0% | Q1 2026 | May 14, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,595 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -6,703 | -100.0% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -6,457 | -100.0% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,691 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WoodTrust Financial Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -5,195 | -100.0% | Q1 2026 | May 06, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,834 | -100.0% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -4,607 | -100.0% | Q1 2026 | May 12, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,254 | -100.0% | Q1 2026 | May 04, 2026 |
| Essex LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,905 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,798 | -100.0% | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,760 | -100.0% | Q1 2026 | May 07, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,686 | -100.0% | Q1 2026 | May 13, 2026 |
| Fortis Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,682 | -100.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -393 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -175 | -100.0% | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 15, 2026 |
| Burk Holdings LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WFA of San Diego, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |