SPDR SERIES TRUST - SPIB
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 | 51,974,915 | 1,743,238 | 0.46% | 0.45% | 1 | +2,918,486 | 5.95% | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 19,130,340 | 641,631 | 0.1% | 0.16% | 2 | -10,776,833 | -36.03% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 11,704,768 | 392,578 | 4.46% | 4.48% | 3 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,533,906 | 386,847 | 0.1% | 0.11% | 4 | +638,787 | 5.86% | Q1 2026 | May 04, 2026 |
| American Family Investments, Inc. | History | Added to | 10,179,000 | 341,403 | 8.98% | 10.58% | 5 | +1,484,000 | 17.07% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 7,975,443 | 267,496 | 0.18% | 0.2% | 6 | -82,693 | -1.03% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,479,879 | 217,335 | 1.32% | 1.26% | 7 | +410,391 | 6.76% | Q1 2026 | May 05, 2026 |
| Wealth Management Nebraska | History | Added to | 5,842,882 | 195,970 | 19.85% | 20.88% | 8 | +440,888 | 8.16% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,395,712 | 180,972 | 1.35% | 1.39% | 9 | +315,291 | 6.21% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 5,312,528 | 178,182 | 0.01% | 0.01% | 10 | -606,900 | -10.25% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 5,199,762 | 174,400 | 0.36% | 0.36% | 11 | +18,565 | 0.36% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,137,474 | 172,310 | 0.05% | 0.05% | 12 | +135,354 | 2.71% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,077,795 | 170,309 | 0.03% | 0.03% | 13 | -412,173 | -7.51% | Q1 2026 | May 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 4,277,029 | 143,451 | 2.1% | 3.33% | 14 | -2,236,623 | -34.34% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,377,457 | 113,279 | 0.12% | 0.12% | 15 | +116,689 | 3.58% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,011,804 | 101,014 | 0.02% | 0.04% | 16 | -2,717,424 | -47.43% | Q1 2026 | May 15, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Added to | 2,688,380 | 90,168 | 2.98% | 2.5% | 17 | +169,010 | 6.71% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 2,621,127 | 87,912 | 0.0% | 0.0% | 18 | -28,512 | -1.08% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 2,520,753 | 84,546 | 2.22% | 1.65% | 19 | +806,799 | 47.07% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,092,244 | 70,173 | 0.1% | 0.11% | 20 | -88,519 | -4.06% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 2,068,970 | 69,393 | 0.07% | 0.07% | 21 | +223,569 | 12.11% | Q1 2026 | May 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,738,545 | 58,310 | 0.94% | 0.95% | 22 | -7,494 | -0.43% | Q1 2026 | Apr 27, 2026 |
| Dodds Wealth, LLC | History | Added to | 1,675,813 | 56,206 | 13.8% | 13.18% | 23 | +86,155 | 5.42% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,572,644 | 52,746 | 0.01% | 0.01% | 24 | -130,690 | -7.67% | Q1 2026 | May 15, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 1,563,451 | 52,438 | 4.39% | 4.1% | 25 | +62,381 | 4.16% | Q1 2026 | Apr 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,547,321 | 51,897 | 0.0% | 0.0% | 26 | +8,409 | 0.55% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,492,236 | 50,049 | 0.01% | 0.0% | 27 | +1,190,595 | 394.71% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,462,240 | 49,043 | 0.23% | 0.23% | 28 | +47,489 | 3.36% | Q1 2026 | Apr 24, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Added to | 1,434,770 | 48,122 | 6.73% | 1.25% | 29 | +1,148,106 | 400.51% | Q1 2026 | Apr 22, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,410,000 | 47,291 | 0.06% | 0.13% | 30 | -2,070,000 | -59.48% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 1,402,903 | 47,025 | 0.37% | 0.33% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,380,880 | 46,314 | 0.01% | 0.01% | 32 | +46,853 | 3.51% | Q1 2026 | May 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 1,355,766 | 45,472 | 0.18% | 0.2% | 33 | -300,000 | -18.12% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,338,837 | 44,904 | 0.04% | 0.0% | 34 | +1,338,800 | 3618378.38% | Q1 2026 | May 14, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 1,311,594 | 43,990 | 5.7% | 4.8% | 35 | +27,907 | 2.17% | Q1 2026 | Apr 22, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 1,266,389 | 42,474 | 2.71% | 3.71% | 36 | -377,222 | -22.95% | Q1 2026 | Apr 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 1,200,000 | 40,248 | 0.02% | — | 37 | +1,200,000 | New | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 1,196,285 | 40,123 | 0.43% | — | 38 | +1,196,285 | New | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 1,178,557 | 39,528 | 3.12% | 3.72% | 39 | -208,799 | -15.05% | Q1 2026 | Apr 13, 2026 |
| Roberts Financial Services LLC | History | Added to | 1,144,665 | 38,392 | 12.21% | 9.42% | 40 | +256,947 | 28.94% | Q1 2026 | Apr 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 1,128,455 | 37,848 | 0.74% | 0.7% | 41 | +5,313 | 0.47% | Q1 2026 | May 01, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 1,004,581 | 33,693 | 2.41% | 2.37% | 42 | +62,995 | 6.69% | Q1 2026 | Apr 29, 2026 |
| Advisors Capital Management, LLC | History | Added to | 999,532 | 33,524 | 0.39% | 0.39% | 43 | +11,862 | 1.2% | Q1 2026 | May 01, 2026 |
| Concord Wealth Partners | History | Added to | 970,711 | 32,557 | 4.23% | 4.01% | 44 | +56,989 | 6.24% | Q1 2026 | May 01, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 956,840 | 32,092 | 5.42% | 5.3% | 45 | +52,166 | 5.77% | Q1 2026 | May 01, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 919,755 | 30,848 | 3.97% | 3.78% | 46 | +118,311 | 14.76% | Q1 2026 | Apr 17, 2026 |
| High Probability Advisors, LLC | History | Added to | 890,888 | 29,880 | 3.82% | 3.53% | 47 | +108,838 | 13.92% | Q1 2026 | Apr 10, 2026 |
| RMG Wealth Management LLC | History | New | 877,133 | 29,366 | 3.39% | — | 48 | +877,133 | New | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 869,720 | 29,170 | 1.15% | 1.15% | 49 | -6,191 | -0.71% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 863,998 | 28,978 | 0.91% | 0.88% | 50 | +50,251 | 6.18% | Q1 2026 | Apr 08, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 859,071 | 28,813 | 0.25% | 0.28% | 51 | -94,673 | -9.93% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 847,751 | 28,408 | 0.36% | 0.3% | 52 | +172,378 | 25.52% | Q1 2026 | May 06, 2026 |
| Compton Financial Group, LLC | History | Reduced | 845,038 | 28,342 | 6.26% | 7.78% | 53 | -171,122 | -16.84% | Q1 2026 | Apr 28, 2026 |
| Occidental Asset Management, LLC | History | Added to | 828,966 | 27,803 | 3.29% | 3.18% | 54 | +46,740 | 5.98% | Q1 2026 | Apr 15, 2026 |
| Crews Bank & Trust | History | Added to | 770,253 | 25,834 | 3.75% | 3.55% | 55 | +37,244 | 5.08% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 755,550 | 25,341 | 0.66% | — | 56 | +755,550 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 751,276 | 25,197 | 0.19% | 0.19% | 57 | +39,697 | 5.58% | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Added to | 742,076 | 25,030 | 0.37% | 0.37% | 58 | +180,983 | 32.26% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Added to | 712,435 | 23,895 | 0.03% | 0.04% | 59 | +1,511 | 0.21% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 699,507 | 23,461 | 0.89% | 0.83% | 60 | +29,345 | 4.38% | Q1 2026 | May 11, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 685,820 | 23,002 | 0.14% | 0.13% | 61 | +41,261 | 6.4% | Q1 2026 | May 15, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 682,626 | 22,895 | 6.98% | 6.91% | 62 | +56,649 | 9.05% | Q1 2026 | Apr 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 650,076 | 21,803 | 4.61% | 4.59% | 63 | +7,751 | 1.21% | Q1 2026 | May 05, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 645,582 | 21,652 | 1.6% | 2.07% | 64 | -181,571 | -21.95% | Q1 2026 | Apr 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 628,376 | 21,075 | 0.3% | 0.07% | 65 | +479,097 | 320.94% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 621,548 | 20,846 | 0.01% | 0.01% | 66 | +255,851 | 69.96% | Q1 2026 | May 07, 2026 |
| GoalVest Advisory LLC | History | Reduced | 611,069 | 20,495 | 4.0% | 3.97% | 67 | -1,929 | -0.31% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 895,264 | 20,083 | 0.04% | 0.04% | 68 | +27,495 | 3.17% | Q1 2026 | Apr 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 570,042 | 19,119 | 0.71% | 0.14% | 69 | +456,625 | 402.61% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 567,434 | 19,031 | 3.39% | 3.5% | 70 | +29,377 | 5.46% | Q1 2026 | May 08, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 550,323 | 18,457 | 14.1% | 14.36% | 71 | +46,208 | 9.17% | Q1 2026 | May 08, 2026 |
| TRUEFG, LLC | History | Added to | 541,472 | 18,160 | 4.81% | 4.62% | 72 | +32,441 | 6.37% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 530,633 | 17,797 | 0.05% | 0.05% | 73 | -33,711 | -5.97% | Q1 2026 | May 14, 2026 |
| BANK HAPOALIM BM | History | Added to | 522,551 | 17,526 | 2.69% | 1.04% | 74 | +167,067 | 47.0% | Q1 2026 | May 04, 2026 |
| KWB Wealth | History | Reduced | 516,491 | 17,462 | 1.73% | 1.86% | 75 | -64,706 | -11.13% | Q1 2026 | Apr 08, 2026 |
| WRAPMANAGER INC | History | Added to | 495,717 | 16,626 | 5.78% | 5.66% | 76 | +353 | 0.07% | Q1 2026 | May 11, 2026 |
| Fortune 45 LLC | History | Added to | 484,576 | 16,252 | 7.91% | 5.47% | 77 | +146,444 | 43.31% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 479,307 | 16,075 | 0.02% | 0.02% | 78 | +15,966 | 3.45% | Q1 2026 | May 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 475,943 | 15,937 | 2.11% | 2.05% | 79 | +24,786 | 5.49% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 469,532 | 15,748 | 0.79% | 0.69% | 80 | +78,948 | 20.21% | Q1 2026 | Apr 23, 2026 |
| Walker Financial Services, Inc. | History | Added to | 467,142 | 15,667 | 5.36% | 5.32% | 81 | +32,789 | 7.55% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 443,658 | 14,880 | 0.12% | 0.12% | 82 | +31,865 | 7.74% | Q1 2026 | Apr 07, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 420,225 | 14,094 | 1.5% | 1.53% | 83 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 419,654 | 14,075 | 0.02% | 0.02% | 84 | -29,935 | -6.66% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Added to | 412,344 | 13,830 | 0.18% | 0.16% | 85 | +92,021 | 28.73% | Q1 2026 | May 15, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 409,225 | 13,725 | 6.22% | 6.18% | 86 | +615 | 0.15% | Q1 2026 | May 01, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 396,052 | 13,232 | 0.18% | 0.15% | 87 | +28,216 | 7.67% | Q1 2026 | Apr 22, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 393,318 | 13,191 | 3.28% | 3.13% | 88 | +19,399 | 5.19% | Q1 2026 | Apr 28, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 391,180 | 13,120 | 2.36% | 2.29% | 89 | +29,573 | 8.18% | Q1 2026 | May 06, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 388,697 | 13,036 | 10.28% | 10.62% | 90 | +8,162 | 2.14% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 387,212 | 12,987 | 0.03% | 0.03% | 91 | +40,305 | 11.62% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 385,158 | 12,918 | 0.19% | 0.21% | 92 | -9,418 | -2.39% | Q1 2026 | May 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 382,285 | 12,821 | 1.12% | — | 93 | +382,285 | New | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 361,140 | 12,112 | 0.03% | 0.03% | 94 | -20,615 | -5.4% | Q1 2026 | May 04, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 356,638 | 11,962 | 0.62% | 0.49% | 95 | +83,475 | 30.56% | Q1 2026 | Apr 21, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 340,815 | 11,431 | 0.8% | 0.68% | 96 | +35,139 | 11.5% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 340,603 | 11,423 | 0.0% | 0.0% | 97 | +152,530 | 81.1% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 333,259 | 11,177 | 0.01% | 0.01% | 98 | +22,333 | 7.18% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 330,474 | 11,084 | 0.49% | 0.48% | 99 | +30,160 | 10.04% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Added to | 327,666 | 10,949 | 0.07% | 0.17% | 100 | +37,158 | 12.79% | Q1 2026 | May 14, 2026 |
| Moment Partners, LLC | History | New | 318,949 | 10,697 | 1.91% | — | 101 | +318,949 | New | Q1 2026 | May 04, 2026 |
| Phoenix Financial Ltd. | History | Added to | 318,854 | 10,689 | 0.1% | 0.11% | 102 | +9,653 | 3.12% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 307,408 | 10,310 | 0.4% | 0.43% | 103 | +193,327 | 169.46% | Q1 2026 | May 15, 2026 |
| Collier Financial | History | Added to | 304,705 | 10,219 | 7.79% | 7.66% | 104 | +2,953 | 0.98% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | New | 304,298 | 10,206 | 0.45% | — | 105 | +304,298 | New | Q1 2026 | May 11, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 301,885 | 10,125 | 3.71% | 3.19% | 106 | +32,563 | 12.09% | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | Added to | 299,812 | 10,055 | 3.16% | 3.13% | 108 | +8,945 | 3.08% | Q1 2026 | Apr 20, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 299,800 | 10,055 | 2.35% | 2.51% | 107 | -4,042 | -1.33% | Q1 2026 | Apr 24, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 295,742 | 9,907 | 0.31% | 0.14% | 109 | +110,071 | 59.28% | Q1 2026 | Apr 08, 2026 |
| Rice Partnership, LLC | History | Added to | 286,277 | 9,601 | 1.31% | 0.91% | 110 | +86,753 | 43.48% | Q1 2026 | May 07, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 284,956 | 9,557 | 1.08% | 1.06% | 111 | -1,460 | -0.51% | Q1 2026 | Apr 16, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 278,780 | 9,425 | 2.24% | 2.24% | 112 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 276,437 | 9,271 | 6.52% | 6.71% | 113 | -2,523 | -0.9% | Q1 2026 | Apr 23, 2026 |
| Flatrock Wealth Partners LLC | History | New | 271,477 | 9,105 | 4.1% | — | 114 | +271,477 | New | Q1 2026 | Apr 29, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 270,400 | 9,069 | 3.03% | 2.9% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 265,056 | 8,890 | 0.67% | 0.56% | 116 | +44,214 | 20.02% | Q1 2026 | Apr 14, 2026 |
| Roundview Capital LLC | History | Added to | 255,260 | 8,561 | 0.53% | 0.51% | 117 | +8,752 | 3.55% | Q1 2026 | May 08, 2026 |
| Financial Planning Navigators CORP | History | Added to | 254,214 | 8,526 | 3.74% | 3.8% | 118 | +9,161 | 3.74% | Q1 2026 | Apr 21, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 253,231 | 8,493 | 4.91% | 4.71% | 119 | +15,083 | 6.33% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | Added to | 251,392 | 8,447 | 1.3% | 1.25% | 120 | +9,766 | 4.04% | Q1 2026 | Apr 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 249,082 | 8,376 | 0.65% | 0.6% | 121 | +43,304 | 21.04% | Q1 2026 | Apr 29, 2026 |
| Forum Private Client Group LLC | History | Added to | 248,185 | 8,308 | 2.77% | 2.34% | 122 | +44,792 | 22.02% | Q1 2026 | May 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 245,319 | 8,228 | 2.74% | 2.77% | 123 | -3,214 | -1.29% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 240,422 | 8,063 | 1.0% | 0.95% | 124 | +20,204 | 9.17% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 236,638 | 7,936 | 0.22% | 0.19% | 125 | +28,942 | 13.93% | Q1 2026 | May 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 236,006 | 7,915 | 1.43% | 1.98% | 126 | +19,356 | 8.93% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 231,596 | 7,830 | 0.14% | 0.14% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 233,100 | 7,818 | 0.01% | 0.01% | 128 | -8,860 | -3.66% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 231,637 | 7,713 | 0.0% | 0.0% | 129 | +17,458 | 8.15% | Q1 2026 | May 15, 2026 |
| Columbus Macro, LLC | History | Added to | 228,258 | 7,655 | 0.82% | 0.83% | 130 | +3,200 | 1.42% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 225,177 | 7,552 | 0.2% | 0.19% | 131 | +9,353 | 4.33% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 222,265 | 7,454 | 0.06% | 0.08% | 132 | -92,708 | -29.43% | Q1 2026 | May 13, 2026 |
| Towercrest Capital Management | History | Added to | 221,386 | 7,425 | 1.16% | 1.0% | 133 | +33,804 | 18.02% | Q1 2026 | May 01, 2026 |
| Banque Transatlantique SA | History | New | 220,853 | 7,407 | 0.18% | — | 134 | +220,853 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 220,691 | 7,401 | 0.04% | 0.04% | 135 | -3,236 | -1.45% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 220,086 | 7,381 | 0.15% | 0.15% | 136 | -975 | -0.44% | Q1 2026 | May 14, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 218,941 | 7,343 | 4.42% | 4.74% | 137 | -3,422 | -1.54% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 217,193 | 7,285 | 0.01% | 0.01% | 138 | +6,505 | 3.09% | Q1 2026 | May 01, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 212,264 | 7,119 | 2.85% | 2.92% | 139 | +12,125 | 6.06% | Q1 2026 | Apr 30, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 210,299 | 7,053 | 4.12% | 3.71% | 140 | -423 | -0.2% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Added to | 207,176 | 6,948 | 0.1% | 0.1% | 141 | +21 | 0.01% | Q1 2026 | Apr 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 204,494 | 6,854 | 0.47% | 0.35% | 142 | +85,383 | 71.68% | Q1 2026 | May 18, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 202,653 | 6,796 | 0.12% | 0.12% | 143 | -3,878 | -1.88% | Q1 2026 | May 04, 2026 |
| COURIER CAPITAL LLC | History | Added to | 201,974 | 6,774 | 0.38% | 0.36% | 144 | +9,778 | 5.09% | Q1 2026 | Apr 23, 2026 |
| Cascade Financial Partners, LLC | History | New | 201,916 | 6,772 | 0.7% | — | 145 | +201,916 | New | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 198,638 | 6,662 | 0.05% | 0.06% | 146 | -8,731 | -4.21% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 197,478 | 6,623 | 0.41% | 0.39% | 147 | +19,799 | 11.14% | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | Added to | 195,960 | 6,572 | 0.59% | 0.51% | 148 | +38,414 | 24.38% | Q1 2026 | May 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 195,000 | 6,540 | 0.0% | 0.02% | 149 | +34,000 | 21.12% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 192,504 | 6,508 | 0.04% | 0.04% | 150 | +22,463 | 13.21% | Q1 2026 | May 15, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 189,500 | 6,355 | 0.04% | 0.12% | 151 | -419,800 | -68.9% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 189,434 | 6,353 | 0.23% | 0.24% | 152 | +37,273 | 24.5% | Q1 2026 | May 19, 2026 |
| &PARTNERS | History | Added to | 189,360 | 6,351 | 0.03% | 0.01% | 153 | +121,128 | 177.52% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 188,861 | 6,334 | 0.02% | 0.01% | 154 | +52,967 | 38.98% | Q1 2026 | Apr 30, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 186,180 | 6,244 | 1.64% | 1.66% | 155 | -2,693 | -1.43% | Q1 2026 | Apr 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 182,065 | 6,133 | 0.35% | 0.3% | 156 | +28,990 | 18.94% | Q1 2026 | Apr 20, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 180,638 | 6,107 | 1.92% | 1.92% | 157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 180,343 | 6,048 | 0.05% | 0.06% | 158 | +25,014 | 16.1% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 175,736 | 5,894 | 0.07% | 0.07% | 159 | +654 | 0.37% | Q1 2026 | Apr 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 175,372 | 5,882 | 0.37% | — | 160 | +175,372 | New | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 173,639 | 5,823 | 0.63% | 0.75% | 161 | -34,762 | -16.68% | Q1 2026 | Apr 22, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 173,602 | 5,822 | 2.87% | 2.15% | 162 | +50,753 | 41.31% | Q1 2026 | Apr 17, 2026 |
| FDx Advisors, Inc. | History | New | 171,063 | 5,737 | 1.83% | — | 163 | +171,063 | New | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 168,724 | 5,642 | 0.05% | 0.07% | 164 | -12,887 | -7.1% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Reduced | 163,610 | 5,487 | 0.02% | 0.02% | 165 | -5,152 | -3.05% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Management Group | History | Added to | 162,546 | 5,451 | 1.19% | 1.0% | 166 | +27,109 | 20.02% | Q1 2026 | Apr 29, 2026 |
| ALLIANZ SE | History | Reduced | 156,622 | 5,253 | 0.06% | 0.07% | 167 | -7,500 | -4.57% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 152,890 | 5,127 | 0.05% | 0.01% | 168 | +140,268 | 1111.3% | Q1 2026 | May 13, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 151,783 | 5,091 | 1.51% | 1.44% | 169 | +10,009 | 7.06% | Q1 2026 | May 04, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 149,801 | 5,024 | 0.15% | 0.21% | 170 | -57,475 | -27.73% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 149,499 | 5,014 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 148,426 | 4,978 | 0.02% | 0.02% | 172 | -1,685 | -1.12% | Q1 2026 | May 12, 2026 |
| Freestate Advisors LLC | History | Added to | 148,143 | 4,968 | 3.97% | 3.65% | 173 | +15,451 | 11.64% | Q1 2026 | Apr 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 144,987 | 4,862 | 3.29% | 3.14% | 174 | +5,512 | 3.95% | Q1 2026 | May 13, 2026 |
| Saiph Capital, LLC | History | Reduced | 144,109 | 4,833 | 1.83% | 3.4% | 175 | -135,493 | -48.46% | Q1 2026 | May 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 143,990 | 4,829 | 0.02% | 0.06% | 176 | -144,620 | -50.11% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 141,300 | 4,739 | 0.01% | — | 177 | +141,300 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 141,181 | 4,735 | 0.02% | 0.02% | 178 | -31,276 | -18.14% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 139,059 | 4,658 | 0.08% | — | 179 | +139,059 | New | Q1 2026 | May 01, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 138,785 | 4,654 | 1.85% | 1.87% | 180 | +2,430 | 1.78% | Q1 2026 | Apr 22, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 138,444 | 4,643 | 3.04% | 2.97% | 181 | +2,377 | 1.75% | Q1 2026 | Apr 28, 2026 |
| My Portfolio Guide, LLC | History | New | 137,866 | 4,624 | 2.56% | — | 183 | +137,866 | New | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 137,891 | 4,624 | 0.02% | 0.02% | 182 | +12,200 | 9.71% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 137,533 | 4,612 | 0.08% | 0.08% | 184 | -506 | -0.37% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 135,546 | 4,546 | 0.01% | 0.01% | 185 | -11,720 | -7.96% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 135,196 | 4,534 | 0.16% | 0.09% | 186 | +59,570 | 78.77% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 134,929 | 4,512 | 2.9% | 2.86% | 187 | +13,632 | 11.24% | Q1 2026 | May 06, 2026 |
| ASL Financial, LLC | History | Reduced | 125,959 | 4,224 | 3.38% | 3.42% | 188 | -2,675 | -2.08% | Q1 2026 | Apr 09, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 123,536 | 4,143 | 1.24% | 1.34% | 189 | -8,105 | -6.16% | Q1 2026 | May 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 122,969 | 4,124 | 0.01% | 0.01% | 190 | +1,870 | 1.54% | Q1 2026 | May 08, 2026 |
| Roan Capital Partners | History | New | 121,746 | 4,083 | 3.77% | — | 191 | +121,746 | New | Q1 2026 | Apr 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 121,457 | 4,073 | 0.05% | 0.01% | 192 | +100,224 | 472.02% | Q1 2026 | May 15, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 120,370 | 4,037 | 2.81% | 2.61% | 193 | +37,117 | 44.58% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 116,234 | 3,898 | 0.87% | 0.89% | 194 | +3,585 | 3.18% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 114,836 | 3,851 | 0.0% | 0.0% | 195 | -50,127 | -30.39% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 113,081 | 3,792 | 0.05% | 0.07% | 196 | -30,276 | -21.12% | Q1 2026 | May 15, 2026 |
| Climber Capital SA | History | No change | 112,185 | 3,760 | 2.46% | 2.47% | 197 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hofer & Associates. Inc | History | Added to | 108,404 | 3,635 | 1.95% | 1.9% | 198 | +2,261 | 2.13% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 107,378 | 3,603 | 0.43% | 0.44% | 199 | +3,887 | 3.76% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 106,388 | 3,568 | 0.17% | 0.2% | 200 | -17,917 | -14.41% | Q1 2026 | May 05, 2026 |
| Entelevest, LLC | History | Added to | 104,998 | 3,521 | 3.52% | 2.7% | 201 | +25,320 | 31.78% | Q1 2026 | May 04, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 103,952 | 3,486 | 1.52% | 1.56% | 202 | -15,341 | -12.86% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 103,750 | 3,466 | 0.0% | 0.0% | 203 | -5,490 | -5.03% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 103,318 | 3,465 | 0.02% | 0.02% | 204 | +2,747 | 2.73% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Reduced | 102,090 | 3,424 | 0.28% | 0.32% | 205 | -2,348 | -2.25% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 98,925 | 3,317 | 0.07% | 0.07% | 206 | -9,605 | -8.85% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 98,826 | 3,314 | 1.26% | 1.21% | 207 | +1,119 | 1.15% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 98,797 | 3,313 | 0.05% | 0.05% | 208 | +1,667 | 1.72% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 97,780 | 3,279 | 0.05% | 0.12% | 209 | -169,657 | -63.44% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 95,086 | 3,189 | 0.28% | 0.27% | 210 | +2,305 | 2.48% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 93,520 | 3,136 | 0.07% | 0.05% | 211 | +27,541 | 41.74% | Q1 2026 | Apr 27, 2026 |
| Payne Capital LLC | History | Reduced | 91,565 | 3,071 | 2.82% | 3.36% | 212 | -6,198 | -6.34% | Q1 2026 | Apr 20, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 91,051 | 3,053 | 0.18% | 0.18% | 213 | +61 | 0.07% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 90,888 | 3,048 | 0.01% | 0.01% | 214 | +8,121 | 9.81% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 90,681 | 3,041 | 0.02% | 0.02% | 215 | -1,035 | -1.13% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 89,839 | 3,013 | 0.07% | 0.07% | 216 | +209 | 0.23% | Q1 2026 | May 04, 2026 |
| Impact Capital Partners LLC | History | Added to | 87,839 | 2,946 | 0.89% | 0.77% | 217 | +10,802 | 14.02% | Q1 2026 | Apr 10, 2026 |
| Breakwater Capital Group | History | Added to | 87,379 | 2,930 | 0.39% | 0.39% | 218 | +3,769 | 4.51% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 84,551 | 2,835 | 0.06% | 0.06% | 219 | -3,125 | -3.56% | Q1 2026 | Apr 14, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 81,857 | 2,745 | 0.94% | 0.9% | 220 | +6,254 | 8.27% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 81,574 | 2,736 | 0.04% | 0.04% | 221 | +25,423 | 45.28% | Q1 2026 | May 15, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 81,482 | 2,732 | 1.87% | 1.84% | 222 | +240 | 0.3% | Q1 2026 | May 06, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 81,137 | 2,721 | 1.81% | 1.88% | 223 | -2,341 | -2.8% | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | Added to | 79,555 | 2,668 | 0.61% | 0.59% | 224 | +7,859 | 10.96% | Q1 2026 | May 08, 2026 |
| Centennial Bank/AR/ | History | Added to | 79,360 | 2,661 | 0.95% | 0.88% | 225 | +13,760 | 20.98% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 78,564 | 2,635 | 2.09% | 2.09% | 226 | +628 | 0.81% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 77,565 | 2,601 | 0.2% | 0.15% | 227 | +23,950 | 44.67% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 77,261 | 2,591 | 0.05% | 0.02% | 228 | +51,216 | 196.64% | Q1 2026 | May 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 76,923 | 2,579 | 0.12% | 0.13% | 229 | +9,003 | 13.26% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 76,157 | 2,554 | 0.0% | — | 230 | +76,157 | New | Q1 2026 | May 01, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 75,869 | 2,544 | 1.37% | 1.36% | 231 | +3,494 | 4.83% | Q1 2026 | May 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 74,093 | 2,485 | 0.57% | 0.54% | 232 | +1,923 | 2.66% | Q1 2026 | Apr 30, 2026 |
| Trilogy Capital Inc. | History | Reduced | 73,507 | 2,465 | 0.11% | 0.17% | 233 | -39,174 | -34.77% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 67,942 | 2,297 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 67,560 | 2,265 | 0.01% | — | 235 | +67,560 | New | Q1 2026 | May 14, 2026 |
| JT Stratford LLC | History | Added to | 65,831 | 2,207 | 0.28% | 0.28% | 236 | +1,207 | 1.87% | Q1 2026 | May 15, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 65,466 | 2,195 | 2.04% | 2.11% | 237 | -1,615 | -2.41% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 64,506 | 2,163 | 0.24% | 0.23% | 238 | +520 | 0.81% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 64,152 | 2,151 | 0.0% | 0.0% | 239 | -17,231 | -21.17% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 62,091 | 2,082 | 0.04% | 0.03% | 240 | +19,205 | 44.78% | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 60,515 | 2,029 | 0.09% | — | 241 | +60,515 | New | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 59,699 | 2,001 | 0.03% | 0.04% | 242 | -3,472 | -5.5% | Q1 2026 | May 05, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 59,312 | 1,989 | 1.54% | 1.17% | 243 | +13,147 | 28.48% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 59,208 | 1,985 | 0.0% | 0.0% | 244 | -312,408 | -84.07% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 58,908 | 1,975 | 0.03% | — | 245 | +58,908 | New | Q1 2026 | May 18, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 57,506 | 1,928 | 1.12% | 1.04% | 246 | +5,736 | 11.08% | Q1 2026 | May 13, 2026 |
| Rinkey Investments | History | Added to | 57,000 | 1,911 | 0.49% | 0.48% | 247 | +636 | 1.13% | Q1 2026 | May 11, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 56,505 | 1,895 | 1.79% | 1.33% | 248 | +26,902 | 90.88% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 55,817 | 1,872 | 0.02% | 0.02% | 249 | -633 | -1.12% | Q1 2026 | Apr 28, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 55,044 | 1,846 | 0.12% | 0.13% | 250 | +1,300 | 2.42% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 52,366 | 1,770 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 52,717 | 1,768 | 0.96% | 0.72% | 252 | +14,721 | 38.74% | Q1 2026 | Apr 27, 2026 |
| River Street Advisors LLC | History | Reduced | 52,431 | 1,758 | 0.59% | 0.7% | 253 | -2,515 | -4.58% | Q1 2026 | Apr 21, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 51,947 | 1,742 | 0.02% | 0.03% | 254 | -2,888 | -5.27% | Q1 2026 | May 22, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 51,715 | 1,734 | 0.33% | 0.26% | 255 | +435 | 0.85% | Q1 2026 | May 11, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 51,688 | 1,733 | 1.23% | 1.06% | 256 | +9,525 | 22.59% | Q1 2026 | May 19, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 51,494 | 1,727 | 0.01% | 0.01% | 257 | +22,756 | 79.18% | Q1 2026 | May 15, 2026 |
| Center For Asset Management LLC | History | Added to | 51,066 | 1,712 | 0.85% | 0.9% | 258 | +252 | 0.5% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Added to | 50,239 | 1,685 | 0.04% | 0.04% | 259 | +3,034 | 6.43% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 50,203 | 1,683 | 0.02% | 0.01% | 260 | +23,162 | 85.66% | Q1 2026 | Apr 08, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 49,773 | 1,669 | 0.16% | 0.17% | 261 | -985 | -1.94% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Added to | 49,502 | 1,660 | 0.04% | 0.03% | 262 | +7,795 | 18.69% | Q1 2026 | May 11, 2026 |
| Hilltop Partners LLC | History | Added to | 49,476 | 1,659 | 0.43% | 0.42% | 263 | +1,407 | 2.93% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 47,800 | 1,603 | 0.12% | 0.09% | 264 | +9,007 | 23.22% | Q1 2026 | May 05, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 47,450 | 1,591 | 0.4% | 0.46% | 265 | -5,482 | -10.36% | Q1 2026 | Apr 09, 2026 |
| Apollon Financial, LLC | History | New | 47,381 | 1,589 | 0.22% | — | 266 | +47,381 | New | Q1 2026 | Apr 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 46,361 | 1,554 | 0.21% | 0.24% | 267 | -3,453 | -6.93% | Q1 2026 | May 11, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 46,161 | 1,548 | 0.24% | 0.29% | 268 | -15,476 | -25.11% | Q1 2026 | May 06, 2026 |
| Advisor OS, LLC | History | Reduced | 44,686 | 1,498 | 0.11% | 0.14% | 269 | -8,239 | -15.57% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | Reduced | 43,261 | 1,450 | 0.02% | 0.03% | 270 | -10,217 | -19.11% | Q1 2026 | Apr 07, 2026 |
| DAVIDSON TRUST CO | History | Added to | 43,085 | 1,445 | 0.62% | 0.57% | 271 | +2,437 | 6.0% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 42,933 | 1,439 | 0.0% | 0.0% | 272 | -1,723 | -3.86% | Q1 2026 | May 14, 2026 |
| E&G Advisors, LP | History | Reduced | 41,796 | 1,401 | 0.31% | 0.32% | 273 | -200 | -0.48% | Q1 2026 | Apr 21, 2026 |
| Jacobi Capital Management LLC | History | Added to | 40,579 | 1,361 | 0.08% | 0.07% | 274 | +6,179 | 17.96% | Q1 2026 | May 13, 2026 |
| Community Bank, N.A. | History | Added to | 38,874 | 1,303 | 0.16% | 0.15% | 275 | +2,020 | 5.48% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 38,807 | 1,301 | 0.02% | 0.0% | 276 | +32,451 | 510.56% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Added to | 38,570 | 1,293 | 0.01% | 0.01% | 277 | +12,234 | 46.45% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 37,649 | 1,262 | 0.07% | 0.07% | 278 | +1,668 | 4.64% | Q1 2026 | May 04, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 37,520 | 1,258 | 0.07% | 0.07% | 279 | +938 | 2.56% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 37,429 | 1,255 | 0.06% | 0.05% | 280 | +7,088 | 23.36% | Q1 2026 | May 12, 2026 |
| GenTrust, LLC | History | Reduced | 37,373 | 1,253 | 0.05% | 0.08% | 281 | -14,197 | -27.53% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | New | 37,275 | 1,250 | 0.02% | — | 282 | +37,275 | New | Q1 2026 | May 01, 2026 |
| Global Endowment Management, LP | History | Added to | 37,054 | 1,243 | 0.14% | 0.09% | 283 | +16,824 | 83.16% | Q1 2026 | May 14, 2026 |
| KKM Financial LLC | History | No change | 36,547 | 1,235 | 0.22% | 0.22% | 284 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 36,557 | 1,226 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 35,700 | 1,197 | 0.01% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 34,058 | 1,142 | 0.04% | 0.03% | 287 | -10,197 | -23.04% | Q1 2026 | Apr 29, 2026 |
| Sharper & Granite LLC | History | Added to | 33,609 | 1,127 | 0.39% | 0.38% | 288 | +1,500 | 4.67% | Q1 2026 | Apr 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 32,185 | 1,089 | 0.31% | 0.31% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Management, Inc. | History | No change | 32,287 | 1,082 | 0.17% | 0.18% | 290 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 31,863 | 1,068 | 0.49% | 0.38% | 291 | -302 | -0.94% | Q1 2026 | May 05, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 31,219 | 1,047 | 0.21% | 0.2% | 292 | +2,846 | 10.03% | Q1 2026 | Apr 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 30,909 | 1,036 | 0.0% | 0.0% | 293 | +1,851 | 6.37% | Q1 2026 | May 05, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 29,993 | 1,005 | 0.58% | 0.57% | 294 | +463 | 1.57% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Reduced | 29,670 | 995 | 0.03% | 0.05% | 295 | -11,452 | -27.85% | Q1 2026 | May 06, 2026 |
| Econ Financial Services Corp | History | New | 29,559 | 991 | 0.46% | — | 296 | +29,559 | New | Q1 2026 | Apr 21, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 29,182 | 977 | 0.01% | 0.01% | 297 | +1,226 | 4.39% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 28,948 | 970 | 0.02% | 0.03% | 298 | -1,927 | -6.24% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 28,563 | 958 | 0.01% | 0.01% | 299 | +1,260 | 4.61% | Q1 2026 | May 01, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 28,460 | 954 | 0.52% | 0.51% | 300 | +1,149 | 4.21% | Q1 2026 | Apr 09, 2026 |
| Westfuller Advisors, LLC | History | Added to | 28,210 | 946 | 0.41% | 0.35% | 301 | +2,607 | 10.18% | Q1 2026 | Apr 28, 2026 |
| IFS Group,LLC | History | New | 28,093 | 942 | 0.84% | — | 302 | +28,093 | New | Q1 2026 | May 18, 2026 |
| Balboa Wealth Partners | History | Added to | 27,773 | 931 | 0.16% | 0.14% | 303 | +2,868 | 11.52% | Q1 2026 | Apr 16, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 27,515 | 922 | 0.5% | 0.49% | 304 | +783 | 2.93% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 27,174 | 911 | 0.02% | 0.02% | 305 | -760 | -2.72% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 26,808 | 899 | 0.0% | 0.0% | 306 | +3,990 | 17.49% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 26,558 | 890 | 0.06% | 0.06% | 307 | -174 | -0.65% | Q1 2026 | Apr 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 26,441 | 886 | 0.07% | 0.07% | 308 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Added to | 26,373 | 884 | 0.22% | 0.18% | 309 | +4,540 | 20.79% | Q1 2026 | Apr 08, 2026 |
| RKL Wealth Management LLC | History | Reduced | 26,006 | 872 | 0.08% | 0.08% | 310 | -1,678 | -6.06% | Q1 2026 | Apr 24, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 25,716 | 862 | 0.96% | 0.9% | 311 | +1,132 | 4.6% | Q1 2026 | May 08, 2026 |
| Kestra Investment Management, LLC | History | Added to | 25,449 | 853 | 0.01% | 0.01% | 312 | +18,281 | 255.04% | Q1 2026 | May 11, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 25,001 | 838 | 0.06% | 0.07% | 313 | -8,860 | -26.17% | Q1 2026 | May 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,755 | 830 | 0.0% | 0.0% | 314 | +1,595 | 6.89% | Q1 2026 | May 14, 2026 |
| Investment Management Trust, LLC | History | New | 24,696 | 828 | 0.81% | — | 315 | +24,696 | New | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Reduced | 24,544 | 823 | 0.01% | 0.01% | 316 | -400 | -1.6% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 24,402 | 818 | 0.13% | 0.13% | 317 | +2,295 | 10.38% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 24,157 | 810 | 0.0% | 0.0% | 318 | +5,902 | 32.33% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 23,592 | 791 | 0.06% | 0.11% | 319 | -26,428 | -52.83% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | New | 23,193 | 777 | 0.01% | — | 320 | +23,193 | New | Q1 2026 | Apr 22, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 22,401 | 751 | 0.42% | 0.32% | 322 | +7,361 | 48.94% | Q1 2026 | Apr 16, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 22,395 | 751 | 0.22% | 0.27% | 321 | +550 | 2.52% | Q1 2026 | May 08, 2026 |
| MidFirst Bank | History | Added to | 22,102 | 741 | 0.06% | 0.06% | 323 | +130 | 0.59% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 22,018 | 738 | 0.01% | 0.01% | 324 | +10,753 | 95.45% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 21,943 | 735 | 0.01% | 0.01% | 325 | +3,003 | 15.86% | Q1 2026 | Apr 23, 2026 |
| XTX Topco Ltd | History | New | 21,839 | 732 | 0.01% | — | 327 | +21,839 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS | History | Added to | 21,846 | 732 | 0.02% | 0.02% | 326 | +1,508 | 7.41% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,756 | 729 | 0.0% | 0.01% | 328 | -61,206 | -73.78% | Q1 2026 | Apr 29, 2026 |
| BIP Wealth, LLC | History | Reduced | 21,641 | 725 | 0.03% | 0.03% | 329 | -1,043 | -4.6% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 21,519 | 721 | 0.03% | 0.03% | 330 | -1,047 | -4.64% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 21,230 | 712 | 0.02% | 0.01% | 331 | +2,622 | 14.09% | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 21,205 | 711 | 0.06% | 0.07% | 332 | +2,980 | 16.35% | Q1 2026 | May 12, 2026 |
| Oxbow Advisors, LLC | History | New | 20,863 | 699 | 0.06% | — | 333 | +20,863 | New | Q1 2026 | Apr 27, 2026 |
| 1ST SOURCE BANK | History | Added to | 20,735 | 695 | 0.04% | 0.02% | 334 | +8,734 | 72.78% | Q1 2026 | May 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 20,470 | 686 | 0.2% | 0.12% | 335 | +8,547 | 71.68% | Q1 2026 | Apr 30, 2026 |
| Altus Wealth Group LLC | History | Added to | 20,331 | 681 | 0.28% | 0.27% | 336 | +681 | 3.47% | Q1 2026 | Apr 27, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 20,071 | 673 | 0.02% | 0.02% | 337 | +3,555 | 21.52% | Q1 2026 | May 15, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 19,810 | 664 | 0.03% | 0.03% | 338 | -1,903 | -8.76% | Q1 2026 | Apr 28, 2026 |
| Marion Wealth Management | History | Reduced | 19,554 | 655 | 0.15% | 0.17% | 339 | -2,803 | -12.54% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 19,277 | 644 | 0.01% | 0.02% | 340 | -2,871 | -12.96% | Q1 2026 | Apr 28, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 19,145 | 642 | 0.14% | 0.38% | 341 | -27,877 | -59.29% | Q1 2026 | May 14, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 19,088 | 641 | 0.28% | 0.3% | 342 | -433 | -2.22% | Q1 2026 | Apr 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 19,032 | 638 | 0.09% | 0.1% | 343 | -683 | -3.46% | Q1 2026 | Apr 24, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 18,990 | 636 | 0.0% | 0.0% | 344 | -404 | -2.08% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 18,574 | 622 | 0.08% | 0.08% | 345 | -2,048 | -9.93% | Q1 2026 | May 05, 2026 |
| Forza Wealth Management, LLC | History | No change | 18,510 | 620 | 0.22% | 0.23% | 346 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | Added to | 18,159 | 609 | 0.5% | 0.45% | 347 | +2,211 | 13.86% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | New | 18,030 | 604 | 0.0% | — | 348 | +18,030 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 17,756 | 595 | 0.0% | 0.01% | 349 | -14,233 | -44.49% | Q1 2026 | May 13, 2026 |
| Realta Investment Advisors | History | Reduced | 17,426 | 584 | 0.2% | 0.23% | 350 | -3,430 | -16.45% | Q1 2026 | Apr 22, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 17,287 | 579 | 0.16% | 0.17% | 351 | -731 | -4.06% | Q1 2026 | Apr 15, 2026 |
| Navigation Wealth Management, Inc. | History | Reduced | 16,836 | 564 | 2.03% | 0.88% | 352 | -776 | -4.41% | Q1 2026 | Apr 21, 2026 |
| NBT BANK N A /NY | History | Reduced | 16,776 | 562 | 0.04% | 0.04% | 353 | -325 | -1.9% | Q1 2026 | Apr 28, 2026 |
| WealthShield Partners, LLC | History | Added to | 16,742 | 561 | 0.06% | 0.06% | 354 | +104 | 0.63% | Q1 2026 | May 01, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 16,605 | 556 | 0.26% | 0.25% | 355 | -227 | -1.35% | Q1 2026 | Apr 27, 2026 |
| Gradient Investments LLC | History | Reduced | 16,547 | 554 | 0.01% | 0.01% | 356 | -98 | -0.59% | Q1 2026 | Apr 13, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 16,153 | 541 | 0.08% | 0.17% | 358 | -139,057 | -89.59% | Q1 2026 | May 01, 2026 |
| SWS Partners | History | Added to | 16,137 | 541 | 0.13% | 0.12% | 357 | +1,127 | 7.51% | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,098 | 539 | 0.02% | 0.02% | 359 | -189 | -1.16% | Q1 2026 | Apr 14, 2026 |
| Brucke Financial, Inc. | History | Reduced | 15,750 | 528 | 0.27% | 0.3% | 360 | -462 | -2.85% | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 15,721 | 527 | 0.01% | 0.01% | 361 | -149 | -0.94% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 15,654 | 525 | 0.0% | 0.0% | 362 | +2,883 | 22.57% | Q1 2026 | May 13, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 15,512 | 520 | 0.47% | — | 364 | +15,512 | New | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 15,513 | 520 | 0.03% | 0.02% | 363 | -869 | -5.3% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,424 | 517 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 15,451 | 516 | 0.01% | 0.01% | 366 | -4,133 | -21.1% | Q1 2026 | Apr 28, 2026 |
| Obermeyer Wealth Partners | History | No change | 14,960 | 501 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 14,782 | 495 | 0.04% | 0.04% | 368 | -1,615 | -9.85% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 14,537 | 487 | 0.0% | 0.0% | 369 | -732 | -4.79% | Q1 2026 | May 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 14,319 | 480 | 0.15% | 0.16% | 370 | -688 | -4.58% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,291 | 479 | 0.03% | 0.03% | 371 | +897 | 6.7% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,162 | 473 | 0.02% | 0.0% | 372 | +10,653 | 303.59% | Q1 2026 | May 15, 2026 |
| Portland Financial Advisors Inc | History | Added to | 13,983 | 468 | 0.97% | 0.95% | 373 | +708 | 5.33% | Q1 2026 | Apr 27, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 13,632 | 457 | 0.1% | 0.11% | 374 | +2,816 | 26.04% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 13,565 | 454 | 0.03% | 0.03% | 376 | -3,379 | -19.94% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,539 | 454 | 0.0% | 0.0% | 375 | +445 | 3.4% | Q1 2026 | May 08, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 13,503 | 452 | 0.04% | 0.03% | 377 | +2,750 | 25.57% | Q1 2026 | May 06, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 13,382 | 448 | 0.15% | 0.16% | 378 | -797 | -5.62% | Q1 2026 | Apr 14, 2026 |
| Curbstone Financial Management Corp | History | Added to | 13,150 | 441 | 0.08% | 0.08% | 379 | +150 | 1.15% | Q1 2026 | Apr 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 13,099 | 439 | 0.02% | 0.02% | 380 | -1,260 | -8.77% | Q1 2026 | May 18, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 13,032 | 437 | 0.0% | 0.0% | 381 | +6,739 | 107.09% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 13,075 | 437 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Faithward Advisors, LLC | History | Added to | 12,974 | 435 | 0.06% | 0.06% | 383 | +1,621 | 14.28% | Q1 2026 | Apr 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 12,848 | 430 | 0.03% | 0.03% | 384 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LVZ, Inc. | History | Added to | 12,747 | 427 | 0.05% | 0.05% | 385 | +777 | 6.49% | Q1 2026 | Apr 28, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 12,727 | 426 | 0.05% | 0.05% | 386 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 12,649 | 424 | 0.38% | 0.37% | 387 | +607 | 5.04% | Q1 2026 | May 15, 2026 |
| GDS Wealth Management | History | Reduced | 12,640 | 423 | 0.03% | 0.03% | 389 | -404 | -3.1% | Q1 2026 | Apr 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 12,614 | 423 | 0.09% | 0.09% | 388 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORDEN GROUP LLC | History | Added to | 12,434 | 417 | 0.04% | 0.04% | 391 | +798 | 6.86% | Q1 2026 | Apr 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 12,441 | 417 | 0.0% | 0.0% | 390 | +527 | 4.42% | Q1 2026 | May 15, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 12,381 | 415 | 0.29% | 0.29% | 393 | +64 | 0.52% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 12,396 | 415 | 0.01% | 0.01% | 392 | -49 | -0.39% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,952 | 400 | 0.01% | 0.01% | 395 | +5,951 | 99.17% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,941 | 400 | 0.0% | 0.0% | 394 | +4,111 | 52.5% | Q1 2026 | May 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 11,904 | 399 | 0.01% | 0.02% | 396 | -6,907 | -36.72% | Q1 2026 | May 06, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 11,850 | 397 | 0.11% | 0.07% | 397 | +4,091 | 52.73% | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | New | 11,780 | 395 | 0.01% | — | 398 | +11,780 | New | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 11,642 | 390 | 0.17% | 0.17% | 399 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,574 | 388 | 0.0% | — | 402 | +11,574 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 11,596 | 388 | 0.0% | 0.0% | 401 | +219 | 1.92% | Q1 2026 | May 11, 2026 |
| GE INVESTMENT MANAGEMENT CORP. | History | No change | 11,588 | 388 | 0.16% | 0.15% | 400 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Flagstone Financial Management | History | No change | 11,531 | 386 | 0.1% | 0.1% | 403 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Reduced | 11,471 | 384 | 0.01% | 0.01% | 404 | -1,332 | -10.4% | Q1 2026 | Apr 27, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 11,220 | 376 | 0.1% | 0.09% | 405 | +1,562 | 16.17% | Q1 2026 | May 05, 2026 |
| Stillwater Wealth Management Group | History | New | 11,184 | 375 | 0.23% | — | 406 | +11,184 | New | Q1 2026 | May 11, 2026 |
| M1 Capital Management LLC | History | Added to | 11,178 | 374 | 0.17% | 0.15% | 407 | +831 | 8.03% | Q1 2026 | May 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 11,130 | 373 | 0.03% | 0.03% | 408 | -961 | -7.95% | Q1 2026 | May 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 10,974 | 368 | 0.09% | 0.07% | 409 | +2,905 | 36.0% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Group, LLC | History | Added to | 10,901 | 365 | 0.17% | 0.17% | 410 | +460 | 4.41% | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,697 | 358 | 0.01% | 0.01% | 411 | -1,121 | -9.49% | Q1 2026 | May 11, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 10,696 | 358 | 0.17% | 0.17% | 412 | +35 | 0.33% | Q1 2026 | Apr 15, 2026 |
| Carter Financial Group, INC. | History | Reduced | 10,362 | 347 | 0.21% | 0.21% | 413 | -216 | -2.04% | Q1 2026 | Apr 27, 2026 |
| Alteri Wealth LLC | History | Added to | 10,185 | 341 | 0.11% | 0.11% | 414 | +313 | 3.17% | Q1 2026 | May 06, 2026 |
| Integrity Wealth Partners, LLC | History | New | 10,022 | 336 | 0.3% | — | 416 | +10,022 | New | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Added to | 10,023 | 336 | 0.06% | 0.06% | 415 | +630 | 6.71% | Q1 2026 | May 07, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 9,857 | 330 | 0.29% | 0.29% | 417 | +321 | 3.37% | Q1 2026 | May 04, 2026 |
| DRAVO BAY LLC | History | New | 9,810 | 329 | 0.13% | — | 418 | +9,810 | New | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,763 | 327 | 0.01% | 0.0% | 419 | +3,187 | 48.46% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | No change | 9,730 | 326 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 9,348 | 313 | 0.14% | 0.27% | 421 | -9,362 | -50.04% | Q1 2026 | May 12, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 9,149 | 307 | 0.01% | 0.01% | 422 | +3,261 | 55.38% | Q1 2026 | Apr 20, 2026 |
| Legacy CG, LLC | History | Reduced | 8,861 | 297 | 0.08% | 0.09% | 423 | -317 | -3.45% | Q1 2026 | May 05, 2026 |
| PDS Planning, Inc | History | Reduced | 8,658 | 290 | 0.02% | 0.02% | 424 | -155 | -1.76% | Q1 2026 | Apr 21, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 8,603 | 288 | 0.0% | 0.0% | 425 | -501 | -5.5% | Q1 2026 | May 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 8,377 | 280 | 0.04% | 0.04% | 426 | +22 | 0.26% | Q1 2026 | Apr 08, 2026 |
| Elser Financial Planning, Inc | History | New | 8,347 | 279 | 0.01% | — | 427 | +8,347 | New | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 8,303 | 278 | 0.0% | 0.0% | 428 | -3,542 | -29.9% | Q1 2026 | Apr 30, 2026 |
| 1492 Capital Management LLC | History | Reduced | 8,234 | 276 | 0.11% | 0.11% | 429 | -274 | -3.22% | Q1 2026 | Apr 22, 2026 |
| Trust Co | History | Added to | 8,179 | 274 | 0.03% | 0.02% | 430 | +2,460 | 43.01% | Q1 2026 | Apr 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 8,096 | 271 | 0.11% | 0.09% | 431 | +632 | 8.47% | Q1 2026 | Apr 14, 2026 |
| BHK Investment Advisors, LLC | History | No change | 8,000 | 268 | 0.09% | 0.09% | 432 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TFB Advisors LLC | History | Reduced | 7,982 | 267 | 0.14% | 0.13% | 433 | -5,924 | -42.6% | Q1 2026 | Apr 20, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 7,948 | 266 | 0.01% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 7,890 | 263 | 0.01% | 0.01% | 435 | -53 | -0.67% | Q1 2026 | May 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 7,830 | 262 | 0.04% | 0.04% | 436 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,737 | 259 | 0.01% | 0.01% | 437 | -2,958 | -27.66% | Q1 2026 | Apr 21, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 7,670 | 256 | 0.22% | 0.29% | 438 | -2,311 | -23.15% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 7,590 | 254 | 0.0% | 0.0% | 439 | +2,198 | 40.76% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,330 | 252 | 0.0% | 0.0% | 440 | -52,817 | -86.38% | Q1 2026 | May 15, 2026 |
| Hexagon Capital Partners LLC | History | New | 7,419 | 248 | 0.04% | — | 442 | +7,419 | New | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,404 | 248 | 0.01% | 0.01% | 441 | -1,176 | -13.71% | Q1 2026 | Apr 23, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 7,369 | 247 | 0.26% | — | 443 | +7,369 | New | Q1 2026 | May 13, 2026 |
| Diversified Enterprises, LLC | History | Added to | 7,286 | 244 | 0.01% | 0.01% | 444 | +665 | 10.04% | Q1 2026 | May 14, 2026 |
| ArborFi Advisors, LLC | History | Added to | 7,268 | 243 | 0.2% | 0.19% | 445 | +256 | 3.65% | Q1 2026 | Apr 29, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 7,161 | 240 | 0.1% | 0.11% | 446 | -1,179 | -14.14% | Q1 2026 | Apr 23, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 7,119 | 240 | 0.36% | 0.36% | 447 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Bulwark Capital Corp | History | Reduced | 7,099 | 238 | 0.15% | 0.19% | 448 | -823 | -10.39% | Q1 2026 | Apr 07, 2026 |
| StoneX Group Inc. | History | Reduced | 7,035 | 235 | 0.01% | 0.01% | 449 | -1,994 | -22.08% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | No change | 7,015 | 235 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Joel Adams & Associates, Inc. | History | New | 6,989 | 234 | 0.17% | — | 451 | +6,989 | New | Q1 2026 | Apr 20, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 6,999 | 233 | 0.03% | 0.05% | 452 | -1,782 | -20.29% | Q1 2026 | May 06, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 6,951 | 233 | 0.05% | 0.05% | 453 | +444 | 6.82% | Q1 2026 | May 05, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 6,921 | 232 | 0.06% | 0.06% | 454 | -225 | -3.15% | Q1 2026 | Apr 23, 2026 |
| Columbia River Financial Group, LLC | History | New | 6,789 | 227 | 0.13% | — | 455 | +6,789 | New | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | Added to | 6,758 | 226 | 0.06% | 0.02% | 456 | +4,553 | 206.49% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | New | 6,745 | 225 | 0.0% | — | 457 | +6,745 | New | Q1 2026 | May 14, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 6,432 | 215 | 0.32% | 0.67% | 460 | -6,671 | -50.91% | Q1 2026 | May 05, 2026 |
| YHB Investment Advisors, Inc. | History | New | 6,419 | 215 | 0.02% | — | 461 | +6,419 | New | Q1 2026 | Apr 10, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 6,411 | 215 | 0.04% | 0.0% | 459 | +6,368 | 14809.3% | Q1 2026 | May 11, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 6,415 | 215 | 0.13% | 0.13% | 458 | +293 | 4.79% | Q1 2026 | Apr 15, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,362 | 213 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| 55 North Private Wealth, LLC | History | New | 6,326 | 212 | 0.05% | — | 464 | +6,326 | New | Q1 2026 | Apr 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 6,323 | 212 | 0.02% | 0.01% | 463 | -206 | -3.16% | Q1 2026 | Apr 16, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 6,318 | 211 | 0.02% | 0.02% | 465 | +71 | 1.14% | Q1 2026 | Apr 23, 2026 |
| Second Line Capital, LLC | History | New | 6,286 | 210 | 0.04% | — | 467 | +6,286 | New | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 6,270 | 210 | 0.04% | 0.05% | 466 | -345 | -5.22% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 6,250 | 209 | 0.0% | 0.0% | 468 | -23,467 | -78.97% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Reduced | 6,227 | 208 | 0.01% | 0.01% | 469 | -774 | -11.06% | Q1 2026 | May 13, 2026 |
| Global Financial Private Client, LLC | History | No change | 6,188 | 207 | 0.07% | 0.07% | 470 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 6,152 | 206 | 0.03% | — | 471 | +6,152 | New | Q1 2026 | Apr 29, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 6,005 | 201 | 0.01% | 0.01% | 472 | +64 | 1.08% | Q1 2026 | May 14, 2026 |
| BCK Partners, Inc. | History | No change | 6,005 | 201 | 0.11% | 0.11% | 473 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BDFS Capital LLC | History | Added to | 5,991 | 200 | 0.1% | 0.1% | 474 | +23 | 0.39% | Q1 2026 | Apr 15, 2026 |
| Caldwell Trust Co | History | New | 5,944 | 199 | 0.02% | — | 475 | +5,944 | New | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 112,721 | 194 | 0.01% | 0.0% | 476 | +74,468 | 194.67% | Q1 2026 | May 15, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 5,684 | 190 | 0.04% | 0.04% | 477 | +400 | 7.57% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,601 | 187 | 0.01% | 0.01% | 478 | +71 | 1.28% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Reduced | 5,216 | 174 | 0.04% | 0.08% | 479 | -2,024 | -27.96% | Q1 2026 | May 11, 2026 |
| Y.D. More Investments Ltd | History | Added to | 4,900 | 163 | 0.01% | 0.0% | 480 | +2,100 | 75.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Added to | 4,295 | 144 | 0.0% | 0.0% | 481 | +366 | 9.32% | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 4,260 | 142 | 0.09% | 0.09% | 482 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,098 | 137 | 0.0% | 0.0% | 483 | +2,208 | 116.83% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 3,619 | 121 | 0.04% | 0.07% | 485 | -2,700 | -42.73% | Q1 2026 | Apr 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 3,612 | 121 | 0.08% | 0.04% | 484 | -227 | -5.91% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | No change | 3,459 | 116 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 3,376 | 113 | 0.09% | 0.11% | 487 | -837 | -19.87% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 3,345 | 112 | 0.06% | 0.06% | 488 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 3,159 | 105 | 0.01% | 0.01% | 489 | +10 | 0.32% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | No change | 3,077 | 103 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BARCLAYS PLC | History | No change | 2,736 | 91 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2,700 | 90 | 0.0% | — | 492 | +2,700 | New | Q1 2026 | Apr 21, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 2,500 | 84 | 0.03% | 0.04% | 493 | -302 | -10.78% | Q1 2026 | Apr 27, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 2,318 | 77 | 0.0% | 0.12% | 494 | -54,661 | -95.93% | Q1 2026 | Apr 29, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,057 | 68 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,964 | 66 | 0.06% | 0.06% | 496 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,948 | 65 | 0.1% | 0.1% | 497 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | New | 1,689 | 56 | 0.0% | — | 498 | +1,689 | New | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,643 | 55 | 0.0% | — | 499 | +1,643 | New | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | No change | 1,573 | 52 | 0.02% | 0.02% | 500 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,539 | 51 | 0.0% | — | 501 | +1,539 | New | Q1 2026 | May 07, 2026 |
| North Ridge Wealth Advisors, Inc. | History | New | 1,520 | 50 | 0.03% | — | 503 | +1,520 | New | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 1,496 | 50 | 0.0% | 0.0% | 502 | +153 | 11.39% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 1,391 | 46 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,346 | 45 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | Added to | 1,315 | 44 | 0.02% | 0.01% | 508 | +982 | 294.89% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,313 | 44 | 0.0% | 0.0% | 507 | +9 | 0.69% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,322 | 44 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 1,292 | 43 | 0.0% | 0.0% | 510 | +945 | 272.33% | Q1 2026 | Apr 27, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,310 | 43 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 1,271 | 42 | 0.02% | — | 512 | +1,271 | New | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,250 | 42 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Vision Retirement, LLC | History | Added to | 1,182 | 39 | 0.01% | 0.01% | 513 | +9 | 0.77% | Q1 2026 | May 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,142 | 38 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,121 | 37 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| City State Bank | History | No change | 1,131 | 37 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,100 | 36 | 0.0% | 0.0% | 517 | -1,184 | -51.84% | Q1 2026 | Apr 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 998 | 33 | 0.01% | 0.01% | 518 | +167 | 20.1% | Q1 2026 | May 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 925 | 31 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 901 | 30 | 0.01% | 0.01% | 520 | -45 | -4.76% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 920 | 30 | 0.02% | 0.02% | 521 | -8 | -0.86% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 886 | 29 | 0.0% | 0.0% | 522 | -3 | -0.34% | Q1 2026 | Apr 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 850 | 28 | 0.0% | 0.0% | 524 | -1 | -0.12% | Q1 2026 | Apr 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 852 | 28 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 834 | 27 | 0.01% | — | 526 | +834 | New | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 810 | 27 | 0.0% | — | 525 | +810 | New | Q1 2026 | May 08, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 777 | 26 | 0.01% | 0.01% | 527 | -298 | -27.72% | Q1 2026 | Apr 28, 2026 |
| Financial Freedom, LLC | History | Added to | 729 | 24 | 0.01% | 0.01% | 528 | +5 | 0.69% | Q1 2026 | Apr 30, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 688 | 23 | 0.01% | — | 531 | +688 | New | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 687 | 23 | 0.0% | 0.0% | 530 | +132 | 23.78% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 688 | 23 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 679 | 22 | 0.0% | 0.0% | 533 | +84 | 14.12% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 680 | 22 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 635 | 21 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | Reduced | 625 | 20 | 0.0% | 0.0% | 535 | -27 | -4.14% | Q1 2026 | Apr 01, 2026 |
| Walsh & Associates, LLC | History | No change | 599 | 20 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 456 | 15 | 0.0% | — | 538 | +456 | New | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | No change | 465 | 15 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 422 | 14 | 0.0% | 0.0% | 539 | -1,262 | -74.94% | Q1 2026 | Apr 07, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 13 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 385 | 12 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Family Capital Trust Co | History | No change | 373 | 12 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Key FInancial Inc | History | Reduced | 349 | 11 | 0.0% | 0.02% | 544 | -3,455 | -90.83% | Q1 2026 | Apr 24, 2026 |
| Westside Investment Management, Inc. | History | No change | 346 | 11 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 276 | 9 | 0.0% | 0.0% | 545 | +41 | 17.45% | Q1 2026 | Apr 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 259 | 8 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | Added to | 232 | 7 | 0.0% | 0.0% | 548 | +2 | 0.87% | Q1 2026 | May 04, 2026 |
| Biltmore Family Office, LLC | History | No change | 233 | 7 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | New | 192 | 6 | 0.0% | — | 553 | +192 | New | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 186 | 6 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 192 | 6 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 202 | 6 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 179 | 6 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 176 | 5 | 0.0% | — | 556 | +176 | New | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 169 | 5 | 0.0% | 0.0% | 554 | -29 | -14.65% | Q1 2026 | Apr 27, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 155 | 5 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ESL Trust Services, LLC | History | No change | 137 | 4 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| REAP Financial Group, LLC | History | No change | 143 | 4 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 95 | 3 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 94 | 3 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 81 | 2 | 0.0% | — | 564 | +81 | New | Q1 2026 | May 18, 2026 |
| Nova Wealth Management, Inc. | History | New | 72 | 2 | 0.0% | — | 565 | +72 | New | Q1 2026 | Apr 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 81 | 2 | 0.0% | 0.0% | 561 | -64 | -44.14% | Q1 2026 | May 12, 2026 |
| Fairscale Capital, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 52 | 1 | 0.0% | 0.0% | 568 | -761 | -93.6% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 34 | 1 | 0.0% | 0.0% | 571 | -59 | -63.44% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 35 | 1 | 0.0% | — | 572 | +35 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 54 | 1 | 0.0% | 0.0% | 569 | -3 | -5.26% | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 37 | 1 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | No change | 38 | 1 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Operose Advisors LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 18.77% | — | -1,974,988 | -100.0% | Q1 2026 | May 13, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.02% | — | -487,555 | -100.0% | Q1 2026 | May 14, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 10.62% | — | -380,535 | -100.0% | Q1 2026 | May 20, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -214,592 | -100.0% | Q1 2026 | May 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -174,387 | -100.0% | Q1 2026 | May 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -122,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 3.29% | — | -115,041 | -100.0% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -66,475 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Saba Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -62,249 | -100.0% | Q1 2026 | May 15, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 0.88% | — | -54,758 | -100.0% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -54,705 | -100.0% | Q1 2026 | May 18, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -32,799 | -100.0% | Q1 2026 | Apr 28, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -32,059 | -100.0% | Q1 2026 | May 12, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -21,597 | -100.0% | Q1 2026 | May 01, 2026 |
| Legacy Private Trust Co. | History | Closed out | 0 | 0 | — | 0.04% | — | -19,968 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -19,375 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -19,067 | -100.0% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,002 | -100.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,744 | -100.0% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,269 | -100.0% | Q1 2026 | May 11, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -14,449 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,013 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthTrak Capital Management LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -9,233 | -100.0% | Q1 2026 | May 12, 2026 |
| Wick Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,877 | -100.0% | Q1 2026 | May 15, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -8,423 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,252 | -100.0% | Q1 2026 | May 11, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,301 | -100.0% | Q1 2026 | May 14, 2026 |
| WAYSTONE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -7,108 | -100.0% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,783 | -100.0% | Q1 2026 | May 14, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -6,693 | -100.0% | Q1 2026 | May 14, 2026 |
| INVESTED ADVISORS | History | Closed out | 0 | 0 | — | 0.22% | — | -6,243 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Berger Financial Group, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -6,101 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -6,096 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,062 | -100.0% | Q1 2026 | May 07, 2026 |
| Penobscot Investment Management Company, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,020 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,979 | -100.0% | Q1 2026 | May 05, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,941 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,742 | -100.0% | Q1 2026 | May 15, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,165 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 1 | 0 | — | 0.0% | — | -1,620 | -99.94% | Q1 2026 | May 05, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,195 | -100.0% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | Reduced | 3 | 0 | — | 0.02% | — | -1,023 | -99.71% | Q1 2026 | May 11, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -820 | -100.0% | Q1 2026 | May 06, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -815 | -100.0% | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -697 | -100.0% | Q1 2026 | May 05, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -389 | -100.0% | Q1 2026 | May 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q1 2026 | May 01, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1 | 0 | — | — | — | -27 | -96.43% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11 | 0 | — | — | — | -14 | -56.0% | Q1 2026 | May 01, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 21 | 0 | — | — | — | -1 | -4.55% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Solstein Capital, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kingdom Financial Group LLC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |