Invesco Exchange-Traded Fund Trust II - SPLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FSC Wealth Advisors, LLC | History | Reduced | 6,842 | 500,451 | 9.55% | 4.49% | 1 | -31,887 | -82.33% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,142,652 | 449,273 | 0.03% | 0.03% | 2 | -476,856 | -7.2% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,871,322 | 356,288 | 0.02% | 0.02% | 3 | +320,676 | 7.05% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 4,156,600 | 304,013 | 0.25% | 0.27% | 4 | +1,522,400 | 57.79% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,030,571 | 221,655 | 0.06% | 0.06% | 5 | -219,214 | -6.75% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 2,360,158 | 172,621 | 0.01% | 0.01% | 6 | +169,019 | 7.71% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,794,722 | 131,355 | 0.03% | 0.02% | 7 | +563,426 | 45.76% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,676,849 | 122,644 | 0.02% | 0.02% | 8 | +65,992 | 4.1% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,484,047 | 108,544 | 0.02% | 0.02% | 9 | -101,163 | -6.38% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 1,195,950 | 87,471 | 0.01% | 0.01% | 10 | -146,822 | -10.93% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,124,700 | 82,260 | 0.11% | 0.11% | 11 | -56,926 | -4.82% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,024,880 | 74,959 | 0.04% | 0.04% | 12 | -46,236 | -4.32% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 983,247 | 71,914 | 0.01% | 0.01% | 13 | -295,465 | -23.11% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 951,612 | 69,600 | 0.51% | 0.09% | 14 | +789,991 | 488.79% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 937,659 | 68,579 | 0.02% | 0.02% | 15 | +1,779 | 0.19% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 855,300 | 62,556 | 0.01% | 0.01% | 16 | +29,364 | 3.56% | Q1 2026 | May 05, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 690,000 | 50,466 | 2.0% | 1.87% | 17 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 605,141 | 44,260 | 0.01% | 0.01% | 18 | +15,583 | 2.64% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 586,943 | 42,934 | 0.06% | 0.05% | 19 | +60,115 | 11.41% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 560,186 | 40,971 | 0.47% | 0.44% | 20 | +22,662 | 4.22% | Q1 2026 | Apr 16, 2026 |
| Junto Capital Management LP | History | New | 548,375 | 40,108 | 0.85% | — | 21 | +548,375 | New | Q1 2026 | May 15, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 529,813 | 38,750 | 6.35% | 6.05% | 22 | +25,684 | 5.09% | Q1 2026 | Apr 21, 2026 |
| GENWORTH FINANCIAL INC | History | Added to | 476,493 | 34,850 | 8.15% | 7.59% | 23 | +2,637 | 0.56% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 441,308 | 32,277 | 0.03% | 0.04% | 24 | -27,072 | -5.78% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 410,265 | 30,006 | 0.11% | 0.12% | 25 | +83 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 405,025 | 29,624 | 0.08% | 0.05% | 26 | +138,082 | 51.73% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 403,201 | 29,490 | 0.02% | 0.01% | 27 | +215,745 | 115.09% | Q1 2026 | May 07, 2026 |
| Berman McAleer LLC | History | Added to | 377,051 | 27,577 | 3.76% | 3.55% | 28 | +12,945 | 3.56% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 369,048 | 26,992 | 0.13% | 0.12% | 29 | +6,246 | 1.72% | Q1 2026 | Apr 24, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 365,651 | 26,743 | 3.09% | 3.36% | 30 | -11,913 | -3.16% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 359,302 | 26,150 | 0.0% | 0.0% | 31 | +46,310 | 14.8% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 351,128 | 25,681 | 0.38% | 0.38% | 32 | -1,385 | -0.39% | Q1 2026 | Apr 09, 2026 |
| Painted Porch Advisors LLC | History | Added to | 323,783 | 23,681 | 11.3% | 8.89% | 33 | +14,390 | 4.65% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 327,515 | 23,636 | 0.01% | 0.01% | 34 | +38,464 | 13.31% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 319,953 | 23,401 | 0.2% | 0.3% | 35 | -104,307 | -24.59% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 301,300 | 22,037 | 0.06% | 0.05% | 36 | +25,847 | 9.38% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 297,219 | 21,738 | 0.03% | 0.06% | 37 | -216,404 | -42.13% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 284,434 | 20,804 | 0.05% | 0.05% | 38 | -2,515 | -0.88% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 280,079 | 20,485 | 0.31% | 0.31% | 39 | -10,724 | -3.69% | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | Reduced | 274,963 | 20,110 | 0.13% | 0.39% | 40 | -45,917 | -14.31% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 274,758 | 20,095 | 1.12% | 1.32% | 41 | -41,891 | -13.23% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 267,894 | 19,800 | 0.04% | 0.04% | 42 | -127,072 | -32.17% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 263,123 | 19,245 | 0.02% | 0.02% | 43 | +183 | 0.07% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 260,979 | 19,087 | 1.39% | 1.23% | 44 | +16,483 | 6.74% | Q1 2026 | May 05, 2026 |
| FineMark National Bank & Trust | History | No change | 262,376 | 18,738 | 0.58% | 0.58% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 249,052 | 18,215 | 2.01% | — | 46 | +249,052 | New | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 246,947 | 18,061 | 0.02% | 0.02% | 47 | -13,765 | -5.28% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 245,526 | 17,536 | 0.11% | 0.26% | 48 | -290,839 | -54.22% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | New | 220,712 | 16,142 | 0.08% | — | 49 | +220,712 | New | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 202,254 | 14,792 | 0.72% | 0.08% | 50 | +180,042 | 810.56% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 201,279 | 14,722 | 0.24% | 0.27% | 51 | -26,609 | -11.68% | Q1 2026 | Apr 14, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 194,258 | 14,208 | 12.79% | 6.55% | 52 | +101,277 | 108.92% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 186,806 | 13,663 | 0.04% | 0.05% | 53 | -44,843 | -19.36% | Q1 2026 | May 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 180,524 | 13,203 | 1.15% | 1.94% | 54 | -127,650 | -41.42% | Q1 2026 | May 08, 2026 |
| Ballast, Inc. | History | Added to | 170,890 | 12,498 | 2.89% | 2.83% | 55 | +1,810 | 1.07% | Q1 2026 | May 15, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 169,255 | 12,379 | 7.5% | 6.76% | 56 | +14,512 | 9.38% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 163,853 | 11,984 | 0.67% | 0.66% | 57 | -96 | -0.06% | Q1 2026 | Apr 20, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 162,048 | 11,852 | 3.95% | 3.81% | 58 | -4,303 | -2.59% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 161,061 | 11,779 | 0.02% | 0.02% | 59 | -10,074 | -5.89% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 157,085 | 11,489 | 1.8% | 1.84% | 60 | -5,890 | -3.61% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 156,789 | 11,468 | 1.3% | 1.39% | 61 | -15,897 | -9.21% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | Added to | 154,147 | 11,274 | 0.12% | 0.0% | 62 | +151,294 | 5302.98% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 151,568 | 11,085 | 0.01% | 0.03% | 63 | -324,819 | -68.18% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 146,450 | 10,711 | 0.75% | 0.07% | 64 | +132,345 | 938.28% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 146,402 | 10,707 | 0.01% | 0.01% | 65 | +10,665 | 7.86% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 144,672 | 10,581 | 0.01% | 0.01% | 66 | +12,684 | 9.61% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 143,832 | 10,519 | 0.06% | 0.06% | 67 | -1,187 | -0.82% | Q1 2026 | May 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 135,924 | 9,941 | 2.69% | 2.45% | 68 | -3,042 | -2.19% | Q1 2026 | Apr 28, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 133,188 | 9,741 | 3.86% | 3.81% | 69 | -4,132 | -3.01% | Q1 2026 | May 14, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 130,017 | 9,462 | 0.56% | 0.5% | 70 | +60 | 0.05% | Q1 2026 | May 14, 2026 |
| Opes Wealth Management LLC | History | Added to | 125,909 | 9,208 | 1.51% | 1.41% | 71 | +4,699 | 3.88% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Reduced | 120,124 | 8,785 | 0.01% | 0.01% | 72 | -1,224 | -1.01% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Reduced | 118,044 | 8,688 | 0.68% | 0.94% | 73 | -34,066 | -22.4% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 118,203 | 8,645 | 0.2% | 0.21% | 74 | -3,146 | -2.59% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | New | 116,865 | 8,547 | 0.98% | — | 75 | +116,865 | New | Q1 2026 | Apr 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 115,672 | 8,460 | 1.83% | 1.06% | 76 | +47,423 | 69.49% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 113,560 | 8,305 | 0.01% | 0.01% | 77 | +9,347 | 8.97% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 107,139 | 7,836 | 0.01% | 0.01% | 78 | -3,373 | -3.05% | Q1 2026 | Apr 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 106,996 | 7,825 | 2.61% | 2.63% | 79 | -4,857 | -4.34% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 101,591 | 7,430 | 0.04% | 0.04% | 80 | -1,520 | -1.47% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 100,901 | 7,379 | 0.05% | 0.05% | 81 | +19 | 0.02% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 97,563 | 7,135 | 0.04% | 0.01% | 82 | +65,697 | 206.17% | Q1 2026 | May 13, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 94,664 | 7,050 | 6.4% | 6.08% | 83 | +1,314 | 1.41% | Q1 2026 | May 07, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 93,384 | 6,830 | 5.37% | 5.21% | 84 | +5,388 | 6.12% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Wealth | History | Added to | 85,251 | 6,775 | 0.01% | 0.01% | 85 | +2,970 | 3.61% | Q1 2026 | May 14, 2026 |
| First PREMIER Bank | History | Reduced | 91,138 | 6,666 | 1.54% | 1.56% | 86 | -4,151 | -4.36% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 90,751 | 6,638 | 0.05% | 0.05% | 87 | +10,057 | 12.46% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 86,420 | 6,320 | 0.02% | 0.01% | 88 | +5,804 | 7.2% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 86,074 | 6,295 | 0.0% | 0.0% | 89 | +78 | 0.09% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 84,621 | 6,189 | 1.63% | 1.4% | 90 | -1,350 | -1.57% | Q1 2026 | May 11, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 83,141 | 6,080 | 3.76% | 3.35% | 91 | +3,231 | 4.04% | Q1 2026 | May 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 81,898 | 5,989 | 2.91% | 2.98% | 92 | -1,869 | -2.23% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 81,738 | 5,978 | 0.02% | 0.03% | 93 | -3,775 | -4.41% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | New | 81,641 | 5,971 | 0.08% | — | 94 | +81,641 | New | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 81,190 | 5,938 | 0.33% | 0.32% | 95 | +1,944 | 2.45% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 77,018 | 5,633 | 0.19% | 0.11% | 96 | -7,222 | -8.57% | Q1 2026 | Apr 23, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 75,277 | 5,505 | 0.37% | 0.27% | 97 | +19,281 | 34.43% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Reduced | 75,181 | 5,498 | 0.1% | 0.1% | 98 | -2,222 | -2.87% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 74,675 | 5,461 | 0.17% | 0.16% | 99 | +4,666 | 6.66% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 70,988 | 5,192 | 2.55% | 2.41% | 100 | +3,441 | 5.09% | Q1 2026 | Apr 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 72,480 | 5,176 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 69,920 | 5,113 | 2.8% | 2.47% | 102 | +8,627 | 14.08% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 69,531 | 5,085 | 0.33% | 0.32% | 103 | +1,891 | 2.8% | Q1 2026 | Apr 15, 2026 |
| TSG Advice Partners, LLC | History | New | 69,436 | 5,078 | 0.76% | — | 104 | +69,436 | New | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 68,812 | 5,033 | 0.16% | 0.04% | 105 | +53,423 | 347.15% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 65,882 | 4,705 | 0.36% | 0.36% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 63,911 | 4,674 | 0.99% | 1.01% | 107 | -3,020 | -4.51% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 63,687 | 4,658 | 0.01% | 0.01% | 108 | -547 | -0.85% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 63,509 | 4,645 | 0.01% | 0.01% | 109 | -174 | -0.27% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 60,464 | 4,503 | 0.74% | 0.67% | 110 | +5,851 | 10.71% | Q1 2026 | May 08, 2026 |
| G&S Capital LLC | History | Added to | 61,199 | 4,476 | 1.57% | 1.44% | 111 | +4,269 | 7.5% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Reduced | 57,793 | 4,226 | 0.0% | 0.0% | 112 | -44,186 | -43.33% | Q1 2026 | May 11, 2026 |
| Israel Discount Bank of New York | History | Added to | 57,754 | 4,224 | 9.27% | 4.54% | 113 | +34,390 | 147.19% | Q1 2026 | Apr 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 55,648 | 4,070 | 0.08% | 0.08% | 114 | +4,101 | 7.96% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 55,502 | 4,059 | 0.02% | 0.02% | 115 | -3,495 | -5.92% | Q1 2026 | May 08, 2026 |
| Klingman & Associates, LLC | History | Reduced | 55,186 | 4,036 | 0.19% | 0.19% | 116 | -549 | -0.99% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 54,779 | 4,006 | 0.09% | 0.09% | 117 | +3,928 | 7.72% | Q1 2026 | May 15, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 54,576 | 3,991 | 1.46% | 1.41% | 118 | -1,770 | -3.14% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 52,645 | 3,850 | 0.17% | 0.18% | 119 | -544 | -1.02% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 51,889 | 3,795 | 0.02% | 0.02% | 120 | -1,337 | -2.51% | Q1 2026 | May 05, 2026 |
| Pacific Center for Financial Services | History | Reduced | 50,841 | 3,718 | 0.94% | 1.07% | 121 | -6,434 | -11.23% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 49,521 | 3,621 | 0.16% | 0.17% | 122 | -380 | -0.76% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 49,163 | 3,595 | 0.13% | 0.14% | 123 | -6,996 | -12.46% | Q1 2026 | Apr 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 48,734 | 3,564 | 1.51% | 1.51% | 124 | +212 | 0.44% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 48,622 | 3,556 | 0.0% | 0.07% | 125 | -2,591,578 | -98.16% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Reduced | 48,183 | 3,524 | 0.16% | 0.19% | 126 | -9,605 | -16.62% | Q1 2026 | Apr 27, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 46,293 | 3,423 | 0.08% | 0.01% | 127 | +38,782 | 516.34% | Q1 2026 | May 13, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 46,402 | 3,393 | 0.82% | 0.81% | 128 | -216 | -0.46% | Q1 2026 | May 05, 2026 |
| Corundum Group, Inc. | History | Added to | 46,346 | 3,389 | 1.13% | 0.93% | 129 | +7,539 | 19.43% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 46,175 | 3,377 | 0.04% | 0.04% | 130 | -615 | -1.31% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,310 | 3,322 | 0.03% | 0.03% | 131 | +166 | 0.37% | Q1 2026 | Apr 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 44,303 | 3,240 | 0.07% | 0.07% | 132 | -1,689 | -3.67% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 44,174 | 3,230 | 0.56% | 0.57% | 133 | -1,798 | -3.91% | Q1 2026 | May 12, 2026 |
| TruWealth Advisors, LLC | History | Added to | 43,337 | 3,169 | 0.15% | 0.14% | 134 | +2,368 | 5.78% | Q1 2026 | Apr 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 43,221 | 3,161 | 0.04% | 0.05% | 135 | -10,985 | -20.27% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 42,790 | 3,129 | 0.02% | 0.03% | 136 | -5,102 | -10.65% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 42,366 | 3,098 | 0.11% | 0.13% | 137 | +1,720 | 4.23% | Q1 2026 | May 19, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 42,099 | 3,079 | 0.88% | 0.86% | 138 | -201 | -0.48% | Q1 2026 | May 01, 2026 |
| Banque Transatlantique SA | History | New | 41,311 | 3,021 | 0.07% | — | 139 | +41,311 | New | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 40,830 | 2,986 | 0.08% | 0.09% | 140 | -5,231 | -11.36% | Q1 2026 | May 12, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 40,238 | 2,943 | 0.62% | 0.67% | 142 | +2,829 | 7.56% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 40,252 | 2,943 | 0.05% | 0.06% | 141 | -568 | -1.39% | Q1 2026 | May 18, 2026 |
| WT Wealth Management | History | Added to | 39,946 | 2,921 | 0.87% | 0.75% | 143 | +3,464 | 9.5% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 39,842 | 2,914 | 0.01% | 0.0% | 144 | +34,027 | 585.16% | Q1 2026 | May 01, 2026 |
| Diametric Capital, LP | History | New | 39,732 | 2,905 | 0.75% | — | 145 | +39,732 | New | Q1 2026 | May 15, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 39,669 | 2,901 | 1.58% | 1.56% | 146 | -221 | -0.55% | Q1 2026 | Apr 10, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 39,312 | 2,875 | 0.17% | 0.13% | 147 | +6,578 | 20.1% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 38,949 | 2,848 | 0.02% | 0.02% | 148 | -3,625 | -8.51% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 38,648 | 2,826 | 0.0% | 0.0% | 149 | -2,039 | -5.01% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | Reduced | 37,979 | 2,777 | 2.23% | 2.04% | 150 | -1,074 | -2.75% | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 37,002 | 2,706 | 0.36% | 0.33% | 151 | +1,198 | 3.35% | Q1 2026 | Apr 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 36,539 | 2,672 | 0.98% | 0.88% | 152 | +3,037 | 9.07% | Q1 2026 | Apr 17, 2026 |
| Schaeffer Financial LLC | History | Added to | 36,464 | 2,666 | 2.24% | 2.27% | 153 | +68 | 0.19% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 36,266 | 2,652 | 0.01% | 0.01% | 154 | -2,971 | -7.57% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 37,098 | 2,649 | 0.83% | 0.83% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 35,955 | 2,629 | 0.18% | 0.17% | 156 | +1,436 | 4.16% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 36,812 | 2,629 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 35,898 | 2,619 | 0.0% | — | 158 | +35,898 | New | Q1 2026 | Apr 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 35,380 | 2,587 | 0.26% | — | 159 | +35,380 | New | Q1 2026 | Apr 30, 2026 |
| Vigilare Wealth Management | History | Added to | 35,172 | 2,572 | 0.87% | 0.13% | 160 | +29,846 | 560.38% | Q1 2026 | Apr 01, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 35,165 | 2,571 | 0.13% | 0.15% | 161 | -12,618 | -26.41% | Q1 2026 | Apr 28, 2026 |
| Concentric Capital Strategies, LP | History | New | 34,921 | 2,554 | 0.22% | — | 162 | +34,921 | New | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 34,742 | 2,541 | 0.24% | 0.23% | 163 | +87 | 0.25% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 34,652 | 2,534 | 0.01% | 0.01% | 164 | +914 | 2.71% | Q1 2026 | May 13, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 34,423 | 2,517 | 0.59% | 0.65% | 165 | -4,929 | -12.53% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 33,668 | 2,462 | 0.01% | 0.01% | 166 | +432 | 1.3% | Q1 2026 | May 05, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 33,642 | 2,460 | 0.17% | 0.17% | 168 | +393 | 1.18% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 34,457 | 2,460 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 33,230 | 2,430 | 0.56% | 0.54% | 169 | +287 | 0.87% | Q1 2026 | Apr 17, 2026 |
| Advisors Preferred, LLC | History | Reduced | 33,222 | 2,429 | 0.36% | 0.49% | 170 | -9,426 | -22.1% | Q1 2026 | May 05, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 32,600 | 2,409 | 1.3% | 1.31% | 171 | +735 | 2.31% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 32,533 | 2,379 | 0.2% | 0.28% | 172 | -14,186 | -30.36% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 32,481 | 2,375 | 0.11% | 0.11% | 173 | -1,059 | -3.16% | Q1 2026 | May 05, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 32,079 | 2,346 | 2.02% | 2.22% | 174 | -3,712 | -10.37% | Q1 2026 | Apr 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 32,030 | 2,342 | 0.01% | 0.01% | 175 | +4,826 | 17.74% | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Reduced | 31,275 | 2,287 | 1.61% | 1.59% | 176 | -1,156 | -3.56% | Q1 2026 | May 12, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 31,163 | 2,279 | 0.9% | 0.95% | 177 | -1,969 | -5.94% | Q1 2026 | Apr 08, 2026 |
| FIRST HORIZON CORP | History | No change | 31,149 | 2,278 | 0.1% | 0.1% | 178 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Elevation Capital Advisory, LLC | History | New | 31,127 | 2,276 | 0.97% | — | 179 | +31,127 | New | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 119,513 | 2,230 | 0.1% | 0.04% | 180 | -19,341 | -13.93% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 30,181 | 2,207 | 0.03% | 0.03% | 181 | -1,479 | -4.67% | Q1 2026 | Apr 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 30,142 | 2,204 | 0.06% | 0.05% | 182 | +2,687 | 9.79% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Added to | 29,773 | 2,177 | 0.18% | 0.17% | 183 | +992 | 3.45% | Q1 2026 | Apr 16, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 29,339 | 2,145 | 0.32% | 0.34% | 184 | -2,641 | -8.26% | Q1 2026 | Apr 29, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 28,918 | 2,115 | 0.12% | 0.13% | 185 | -899 | -3.02% | Q1 2026 | Apr 30, 2026 |
| Weaver Capital Management LLC | History | Reduced | 28,807 | 2,106 | 0.46% | 0.48% | 186 | -2,724 | -8.64% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 28,460 | 2,081 | 0.04% | 0.04% | 187 | -223 | -0.78% | Q1 2026 | May 07, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 28,431 | 2,079 | 0.21% | 0.24% | 188 | +2,138 | 8.13% | Q1 2026 | May 14, 2026 |
| MATTERS CAPITAL LLC | History | No change | 28,371 | 2,075 | 1.84% | 1.66% | 189 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 28,341 | 2,072 | 0.12% | 0.11% | 190 | +1,318 | 4.88% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | Added to | 27,329 | 1,998 | 0.38% | 0.36% | 191 | +1 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,988 | 1,973 | 0.01% | 0.01% | 192 | +6,126 | 29.36% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 26,823 | 1,961 | 0.01% | 0.01% | 193 | -7,704 | -22.31% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 26,423 | 1,923 | 0.07% | 0.01% | 194 | +22,234 | 530.77% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 26,246 | 1,919 | 0.05% | 0.11% | 195 | -34,443 | -56.75% | Q1 2026 | Apr 28, 2026 |
| Summit Global Investments | History | New | 25,822 | 1,889 | 0.11% | — | 196 | +25,822 | New | Q1 2026 | May 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 25,124 | 1,837 | 0.38% | 0.42% | 197 | -1,399 | -5.27% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 24,558 | 1,796 | 0.01% | 0.0% | 198 | -272 | -1.1% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 24,295 | 1,776 | 0.11% | 0.1% | 199 | +17 | 0.07% | Q1 2026 | May 12, 2026 |
| Old North State Trust, LLC | History | No change | 24,155 | 1,767 | 1.05% | 1.02% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Verity Asset Management, Inc. | History | Added to | 23,958 | 1,752 | 0.73% | 0.28% | 203 | +14,814 | 162.01% | Q1 2026 | Apr 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 23,955 | 1,752 | 0.2% | 0.21% | 201 | -2,680 | -10.06% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,956 | 1,752 | 0.0% | 0.0% | 202 | +1,176 | 5.16% | Q1 2026 | May 15, 2026 |
| Great Waters Wealth Management | History | Reduced | 23,195 | 1,696 | 0.18% | 0.18% | 204 | -107 | -0.46% | Q1 2026 | Apr 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,424 | 1,640 | 0.0% | 0.0% | 205 | +11,370 | 102.86% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 22,214 | 1,624 | 0.1% | 0.1% | 206 | -472 | -2.08% | Q1 2026 | May 05, 2026 |
| Ridgewood Investments LLC | History | New | 22,107 | 1,616 | 0.66% | — | 207 | +22,107 | New | Q1 2026 | Apr 03, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 22,084 | 1,615 | 0.44% | 0.41% | 208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 22,072 | 1,614 | 0.0% | 0.0% | 209 | -34,536 | -61.01% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 22,062 | 1,613 | 0.13% | 0.13% | 210 | -1,356 | -5.79% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,906 | 1,602 | 0.02% | 0.01% | 211 | +13,810 | 170.58% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 21,772 | 1,592 | 0.84% | 0.92% | 212 | -1,514 | -6.5% | Q1 2026 | Apr 23, 2026 |
| Vise Technologies, Inc. | History | No change | 22,284 | 1,591 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | Added to | 21,691 | 1,586 | 0.12% | 0.1% | 214 | +13,133 | 153.46% | Q1 2026 | Apr 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 21,587 | 1,578 | 0.46% | 0.53% | 215 | -3,246 | -13.07% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 20,934 | 1,531 | 0.01% | 0.01% | 216 | -1,839 | -8.08% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,730 | 1,516 | 0.02% | 0.02% | 217 | +45 | 0.22% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 20,524 | 1,501 | 0.02% | 0.05% | 218 | -46,103 | -69.2% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 20,464 | 1,496 | 0.03% | 0.03% | 219 | +1,360 | 7.12% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 20,276 | 1,482 | 0.09% | 0.09% | 220 | -866 | -4.1% | Q1 2026 | May 13, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 20,102 | 1,470 | 0.68% | 0.74% | 221 | -1,781 | -8.14% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 20,038 | 1,465 | 0.02% | 0.03% | 222 | -9,773 | -32.78% | Q1 2026 | Apr 28, 2026 |
| Verition Fund Management LLC | History | New | 20,000 | 1,462 | 0.01% | — | 223 | +20,000 | New | Q1 2026 | May 15, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 19,964 | 1,460 | 0.66% | 0.67% | 224 | -701 | -3.39% | Q1 2026 | Apr 24, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 19,778 | 1,446 | 1.21% | 1.17% | 225 | -35 | -0.18% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 19,757 | 1,445 | 0.04% | 0.03% | 226 | +5,780 | 41.35% | Q1 2026 | Apr 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 19,474 | 1,424 | 0.07% | 0.06% | 227 | +1,076 | 5.85% | Q1 2026 | Apr 28, 2026 |
| Santori & Peters, Inc. | History | Added to | 18,918 | 1,383 | 0.43% | 0.46% | 228 | +16 | 0.08% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 18,865 | 1,379 | 0.01% | 0.01% | 229 | -474 | -2.45% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,827 | 1,377 | 0.03% | 0.03% | 230 | +200 | 1.07% | Q1 2026 | May 11, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 18,774 | 1,373 | 0.43% | 0.44% | 231 | -1,285 | -6.41% | Q1 2026 | May 19, 2026 |
| Trilogy Capital Inc. | History | Reduced | 18,763 | 1,372 | 0.06% | 0.13% | 232 | -20,516 | -52.23% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 18,591 | 1,359 | 0.03% | 0.03% | 233 | +1,155 | 6.62% | Q1 2026 | Apr 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 18,529 | 1,355 | 0.31% | 0.3% | 234 | +256 | 1.4% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 18,474 | 1,351 | 0.42% | 0.39% | 235 | +824 | 4.67% | Q1 2026 | Apr 29, 2026 |
| Midwest Financial Group LLC | History | Added to | 18,380 | 1,344 | 0.57% | 0.58% | 236 | +135 | 0.74% | Q1 2026 | Apr 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 18,328 | 1,340 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 18,095 | 1,323 | 0.93% | 0.84% | 238 | +53 | 0.29% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 17,891 | 1,321 | 0.02% | — | 240 | +17,891 | New | Q1 2026 | May 01, 2026 |
| MGB Wealth Management, LLC | History | No change | 18,498 | 1,321 | 0.38% | 0.38% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 18,002 | 1,316 | 0.0% | 0.0% | 241 | -400 | -2.17% | Q1 2026 | May 15, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 17,803 | 1,302 | 0.8% | 0.74% | 242 | +94 | 0.53% | Q1 2026 | May 05, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 17,258 | 1,262 | 0.78% | 0.74% | 243 | +73 | 0.42% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,761 | 1,225 | 0.01% | 0.01% | 244 | +7,336 | 77.84% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 16,714 | 1,222 | 0.5% | 0.48% | 245 | -405 | -2.37% | Q1 2026 | Apr 24, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 16,440 | 1,202 | 0.46% | 0.87% | 246 | -16,242 | -49.7% | Q1 2026 | May 12, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 16,400 | 1,199 | 0.0% | 0.01% | 247 | -11,100 | -40.36% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 16,329 | 1,194 | 0.0% | 0.0% | 248 | -9 | -0.06% | Q1 2026 | May 13, 2026 |
| Heirloom Wealth Management | History | New | 16,248 | 1,188 | 0.21% | — | 249 | +16,248 | New | Q1 2026 | Apr 14, 2026 |
| Purpose Unlimited Inc. | History | Added to | 16,097 | 1,177 | 0.05% | 0.0% | 250 | +15,718 | 4147.23% | Q1 2026 | May 15, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 16,021 | 1,171 | 0.32% | 0.35% | 251 | -1,590 | -9.03% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | No change | 15,980 | 1,168 | 0.1% | 0.09% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Intelligence, LLC | History | Reduced | 15,898 | 1,162 | 0.56% | 0.72% | 253 | -4,304 | -21.3% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,634 | 1,143 | 0.02% | 0.01% | 254 | +3,018 | 23.92% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,527 | 1,135 | 0.03% | 0.03% | 255 | +882 | 6.02% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,518 | 1,134 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fulcrum Equity Management | History | New | 15,440 | 1,129 | 1.09% | — | 257 | +15,440 | New | Q1 2026 | Apr 02, 2026 |
| SouthState Bank Corp | History | No change | 15,410 | 1,127 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,735 | 1,123 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 15,318 | 1,120 | 0.06% | 0.06% | 260 | +1 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 14,956 | 1,093 | 0.43% | 0.46% | 261 | -1,551 | -9.4% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 14,868 | 1,087 | 0.04% | 0.05% | 263 | +8,092 | 119.42% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 14,871 | 1,087 | 0.06% | 0.07% | 262 | -929 | -5.88% | Q1 2026 | Apr 09, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 14,776 | 1,080 | 0.59% | 0.58% | 264 | -235 | -1.57% | Q1 2026 | Apr 21, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 14,702 | 1,075 | 0.45% | 0.42% | 265 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 14,649 | 1,071 | 0.28% | 0.28% | 266 | +2 | 0.01% | Q1 2026 | Apr 09, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 14,282 | 1,044 | 0.2% | 0.19% | 267 | -23 | -0.16% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 14,241 | 1,041 | 0.1% | 0.1% | 268 | -59 | -0.41% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,160 | 1,035 | 0.0% | 0.0% | 269 | +13,815 | 4004.35% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | Added to | 14,140 | 1,034 | 0.06% | 0.06% | 270 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| AG Asset Advisory, LLC | History | No change | 14,037 | 1,026 | 0.85% | 0.86% | 271 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,992 | 1,023 | 0.11% | 0.11% | 272 | -765 | -5.18% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 13,782 | 1,007 | 0.11% | 0.12% | 273 | -1,918 | -12.22% | Q1 2026 | May 04, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 13,640 | 997 | 0.25% | 0.28% | 275 | -2,805 | -17.06% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 13,639 | 997 | 0.03% | 0.03% | 274 | +45 | 0.33% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 13,628 | 996 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Variant Private Wealth, LLC | History | Added to | 13,583 | 993 | 1.2% | 1.0% | 277 | +70 | 0.52% | Q1 2026 | May 15, 2026 |
| TPG Advisors LLC | History | Reduced | 13,516 | 988 | 0.62% | 0.65% | 278 | -1,072 | -7.35% | Q1 2026 | Apr 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 13,178 | 963 | 0.0% | 0.0% | 279 | +7,452 | 130.14% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 13,080 | 956 | 0.14% | 0.15% | 281 | -668 | -4.86% | Q1 2026 | Apr 22, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 13,167 | 956 | 0.13% | 0.12% | 280 | +602 | 4.79% | Q1 2026 | Apr 30, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 13,038 | 953 | 0.04% | 0.02% | 282 | +3,766 | 40.62% | Q1 2026 | May 14, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 13,000 | 951 | 0.08% | 0.06% | 283 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Taylor Securities Services, Inc. | History | Reduced | 12,907 | 944 | 0.44% | 0.44% | 285 | -518 | -3.86% | Q1 2026 | May 14, 2026 |
| Orca Investment Management, LLC | History | No change | 12,918 | 944 | 0.8% | 0.73% | 284 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,866 | 941 | 0.02% | 0.02% | 286 | -425 | -3.2% | Q1 2026 | May 15, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 12,856 | 940 | 0.21% | 0.2% | 287 | +28 | 0.22% | Q1 2026 | Apr 30, 2026 |
| Decker Wealth Management LLC | History | No change | 12,828 | 938 | 0.21% | 0.2% | 288 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PMG Wealth Management, Inc. | History | No change | 12,824 | 937 | 0.68% | 0.67% | 289 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 12,766 | 933 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 12,681 | 927 | 0.06% | 0.06% | 291 | -310 | -2.39% | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | Added to | 12,646 | 924 | 0.01% | 0.01% | 292 | +951 | 8.13% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 12,643 | 924 | 0.29% | 0.29% | 293 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 12,635 | 924 | 0.06% | 0.05% | 294 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 12,608 | 922 | 0.02% | 0.02% | 295 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Round Rock Advisors LLC | History | No change | 12,558 | 918 | 0.14% | 0.13% | 296 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Reduced | 12,539 | 917 | 0.85% | 0.84% | 297 | -276 | -2.15% | Q1 2026 | Apr 07, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 12,486 | 915 | 0.05% | 0.04% | 298 | -427 | -3.31% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Reduced | 12,490 | 913 | 0.03% | 0.05% | 299 | -3,165 | -20.22% | Q1 2026 | Apr 29, 2026 |
| Quantbot Technologies LP | History | New | 12,468 | 911 | 0.04% | — | 300 | +12,468 | New | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 12,411 | 907 | 0.07% | 0.07% | 301 | +91 | 0.74% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | Reduced | 12,306 | 900 | 0.36% | 0.39% | 302 | -174 | -1.39% | Q1 2026 | Apr 29, 2026 |
| Magnus Financial Group LLC | History | Reduced | 12,277 | 897 | 0.07% | 0.07% | 303 | -490 | -3.84% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 12,253 | 896 | 0.01% | 0.01% | 304 | +1,118 | 10.04% | Q1 2026 | May 14, 2026 |
| Allied Investment Advisors, LLC | History | No change | 12,200 | 892 | 0.13% | 0.13% | 305 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 12,147 | 888 | 0.08% | 0.06% | 306 | -1,376 | -10.18% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 12,101 | 885 | 0.07% | 0.07% | 308 | -175 | -1.43% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | No change | 12,102 | 885 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 12,049 | 881 | 0.0% | 0.0% | 309 | -3,512 | -22.57% | Q1 2026 | May 15, 2026 |
| Tranquility Partners, LLC | History | Reduced | 12,136 | 876 | 0.33% | 0.31% | 310 | -92 | -0.75% | Q1 2026 | Apr 20, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 11,958 | 874 | 0.71% | 0.7% | 311 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 11,877 | 868 | 0.05% | 0.05% | 312 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 11,821 | 864 | 0.05% | 0.09% | 313 | -8,056 | -40.53% | Q1 2026 | Apr 13, 2026 |
| Wolff Financial Management LLC | History | Added to | 11,773 | 861 | 0.19% | 0.19% | 314 | +49 | 0.42% | Q1 2026 | Apr 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,743 | 858 | 0.05% | 0.03% | 315 | +3,561 | 43.52% | Q1 2026 | May 14, 2026 |
| Innova Wealth Partners | History | Added to | 11,727 | 857 | 0.41% | 0.15% | 316 | +7,465 | 175.15% | Q1 2026 | Apr 24, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 11,581 | 847 | 0.15% | 0.21% | 317 | -4,636 | -28.59% | Q1 2026 | May 12, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 11,556 | 845 | 0.28% | 0.3% | 318 | +15 | 0.13% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Added to | 11,552 | 844 | 0.02% | 0.01% | 319 | +7,020 | 154.9% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 11,400 | 842 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EASTERN BANK | History | No change | 11,506 | 841 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,457 | 838 | 0.0% | 0.0% | 322 | -2,399 | -17.31% | Q1 2026 | May 01, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 11,351 | 830 | 0.07% | 0.07% | 323 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 11,299 | 826 | 0.08% | 0.08% | 325 | +99 | 0.88% | Q1 2026 | Apr 16, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 11,296 | 826 | 0.43% | 0.52% | 324 | -14 | -0.12% | Q1 2026 | Apr 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 11,267 | 824 | 0.02% | 0.02% | 326 | -1,151 | -9.27% | Q1 2026 | Apr 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 11,251 | 822 | 0.05% | 0.04% | 327 | +666 | 6.29% | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,156 | 815 | 0.02% | 0.02% | 328 | +726 | 6.96% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 11,051 | 808 | 0.65% | 0.76% | 329 | -1,374 | -11.06% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Reduced | 11,014 | 805 | 0.03% | 0.03% | 330 | -549 | -4.75% | Q1 2026 | Apr 20, 2026 |
| FLP Wealth Management, LLC | History | Added to | 10,960 | 801 | 1.65% | 0.97% | 331 | +5,218 | 90.87% | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 11,169 | 797 | 0.05% | 0.05% | 332 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MONEYWISE, INC. | History | Reduced | 10,858 | 794 | 0.35% | 0.33% | 333 | -332 | -2.97% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 10,819 | 791 | 0.58% | 0.84% | 334 | -5,160 | -32.29% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Reduced | 10,749 | 786 | 0.01% | 0.01% | 335 | -473 | -4.21% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 10,754 | 786 | 0.0% | 0.0% | 336 | +25 | 0.23% | Q1 2026 | May 11, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 10,692 | 782 | 0.09% | 0.08% | 337 | +4 | 0.04% | Q1 2026 | May 04, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 10,691 | 781 | 0.03% | 0.03% | 338 | -1,785 | -14.31% | Q1 2026 | May 18, 2026 |
| Synergy Investment Management, LLC | History | Added to | 10,640 | 778 | 0.25% | 0.25% | 339 | +810 | 8.24% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 10,551 | 775 | 0.09% | 0.11% | 340 | -356 | -3.26% | Q1 2026 | May 12, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 10,592 | 774 | 0.66% | — | 342 | +10,592 | New | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 10,587 | 774 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 10,555 | 771 | 0.15% | 0.16% | 343 | -69 | -0.65% | Q1 2026 | Apr 21, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 10,514 | 768 | 0.21% | 0.25% | 344 | -2,062 | -16.4% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 10,449 | 764 | 0.02% | 0.02% | 345 | +176 | 1.71% | Q1 2026 | May 04, 2026 |
| Sensible Money, LLC | History | No change | 10,453 | 764 | 0.23% | 0.24% | 346 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 10,433 | 763 | 0.76% | 0.77% | 347 | -296 | -2.76% | Q1 2026 | Apr 16, 2026 |
| Wealthspire Advisors, LLC | History | No change | 10,423 | 762 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legacy Private Trust Co. | History | No change | 10,370 | 758 | 0.05% | 0.04% | 349 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 10,340 | 756 | 0.31% | 0.34% | 350 | -1,854 | -15.2% | Q1 2026 | May 07, 2026 |
| Allred Capital Management, LLC | History | Reduced | 10,282 | 751 | 0.27% | 0.27% | 351 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 10,120 | 745 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 10,175 | 744 | 0.06% | 0.06% | 353 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 10,159 | 743 | 0.01% | 0.01% | 354 | -687 | -6.33% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,134 | 741 | 0.01% | 0.01% | 355 | +20 | 0.2% | Q1 2026 | Apr 10, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 10,122 | 740 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VIAWEALTH, LLC | History | Added to | 10,071 | 736 | 0.41% | 0.4% | 357 | +3 | 0.03% | Q1 2026 | May 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 10,028 | 733 | 0.06% | — | 358 | +10,028 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,040 | 730 | 0.05% | 0.03% | 359 | -294 | -2.84% | Q1 2026 | Apr 24, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 9,980 | 729 | 0.45% | 0.48% | 360 | +29 | 0.29% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 9,904 | 724 | 0.0% | 0.0% | 361 | +9,848 | 17585.71% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 9,903 | 724 | 0.02% | 0.02% | 362 | -64 | -0.64% | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | New | 9,880 | 722 | 0.04% | — | 364 | +9,880 | New | Q1 2026 | Apr 20, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 9,877 | 722 | 0.34% | 0.33% | 363 | -25 | -0.25% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,773 | 714 | 0.0% | 0.0% | 365 | -122 | -1.23% | Q1 2026 | Apr 15, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 9,762 | 713 | 0.43% | 0.57% | 366 | -4,184 | -30.0% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,692 | 708 | 0.0% | 0.0% | 367 | +1,893 | 24.27% | Q1 2026 | May 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 9,549 | 698 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,508 | 695 | 0.02% | 0.02% | 369 | +739 | 8.43% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,474 | 692 | 0.01% | — | 371 | +9,474 | New | Q1 2026 | Apr 27, 2026 |
| Apex Wealth Management, LLC | History | Added to | 9,473 | 692 | 0.47% | 0.21% | 370 | +6,623 | 232.39% | Q1 2026 | Apr 15, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 9,414 | 688 | 0.14% | 0.14% | 372 | -88 | -0.93% | Q1 2026 | May 01, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 9,396 | 687 | 0.08% | 0.09% | 373 | -1,367 | -12.7% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,335 | 682 | 0.23% | 0.23% | 374 | -356 | -3.67% | Q1 2026 | Apr 09, 2026 |
| StoneX Group Inc. | History | Reduced | 9,294 | 679 | 0.04% | 0.03% | 375 | -61 | -0.65% | Q1 2026 | May 14, 2026 |
| Red Door Wealth Management, LLC | History | No change | 9,207 | 673 | 0.07% | 0.07% | 376 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Reduced | 9,186 | 671 | 0.01% | 0.02% | 377 | -7,536 | -45.07% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 9,046 | 661 | 0.0% | 0.0% | 378 | +3,547 | 64.5% | Q1 2026 | May 13, 2026 |
| TKG Advisors, LLC | History | Reduced | 9,003 | 658 | 0.27% | 2.1% | 379 | -103,422 | -91.99% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,685 | 635 | 0.0% | 0.01% | 380 | -853,262 | -98.99% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 8,636 | 631 | 0.0% | 0.0% | 381 | +4,110 | 90.81% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 8,610 | 631 | 0.0% | 0.0% | 382 | -297 | -3.33% | Q1 2026 | May 12, 2026 |
| Broussard Financial Group LLC | History | Added to | 8,586 | 627 | 0.5% | 0.46% | 383 | +605 | 7.58% | Q1 2026 | Apr 29, 2026 |
| Brick & Kyle, Associates | History | No change | 8,782 | 627 | 0.22% | 0.22% | 384 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 8,557 | 625 | 0.0% | 0.0% | 385 | +863 | 11.22% | Q1 2026 | May 15, 2026 |
| Advisor Resource Council | History | Added to | 8,484 | 620 | 0.2% | 0.22% | 386 | +218 | 2.64% | Q1 2026 | May 07, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 8,337 | 609 | 0.25% | 0.24% | 387 | -410 | -4.69% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 8,291 | 606 | 0.0% | 0.0% | 388 | +498 | 6.39% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 8,273 | 605 | 0.01% | 0.01% | 389 | +206 | 2.55% | Q1 2026 | Apr 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 8,235 | 602 | 0.04% | 0.04% | 390 | -797 | -8.82% | Q1 2026 | May 05, 2026 |
| Faithward Advisors, LLC | History | Added to | 8,182 | 598 | 0.09% | 0.09% | 391 | +5 | 0.06% | Q1 2026 | Apr 17, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 8,086 | 591 | 0.22% | 0.21% | 392 | +42 | 0.52% | Q1 2026 | May 07, 2026 |
| Keystone Financial Group | History | Added to | 8,068 | 590 | 0.04% | 0.03% | 393 | +3,162 | 64.45% | Q1 2026 | May 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 8,079 | 590 | 0.12% | 0.12% | 394 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8,044 | 588 | 0.03% | 0.03% | 395 | +1,000 | 14.2% | Q1 2026 | May 07, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 7,928 | 579 | 0.31% | 0.31% | 396 | +36 | 0.46% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 7,806 | 570 | 0.01% | 0.01% | 397 | +200 | 2.63% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | Reduced | 7,789 | 569 | 0.0% | 0.0% | 398 | -546 | -6.55% | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | No change | 7,755 | 567 | 0.13% | 0.12% | 399 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,721 | 564 | 0.01% | 0.02% | 400 | -1,074 | -12.21% | Q1 2026 | Apr 15, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 7,845 | 560 | 0.19% | 0.19% | 401 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Rede Wealth, LLC | History | Reduced | 7,612 | 556 | 0.2% | 0.21% | 402 | -835 | -9.89% | Q1 2026 | Apr 10, 2026 |
| Appalachian Capital Management Ltd | History | Reduced | 7,579 | 554 | 0.44% | 0.43% | 403 | -34 | -0.45% | Q1 2026 | Apr 27, 2026 |
| Centennial Advisors, LLC | History | New | 7,534 | 551 | 0.7% | — | 404 | +7,534 | New | Q1 2026 | Apr 21, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 7,481 | 547 | 0.03% | 0.03% | 405 | +76 | 1.03% | Q1 2026 | Apr 13, 2026 |
| Redwood Financial Network Corp | History | Added to | 7,473 | 546 | 0.36% | 0.32% | 406 | +476 | 6.8% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 7,630 | 544 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,404 | 542 | 0.02% | 0.02% | 408 | +79 | 1.08% | Q1 2026 | Apr 21, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 7,335 | 536 | 0.07% | 0.07% | 409 | -331 | -4.32% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,265 | 531 | 0.0% | — | 410 | +7,265 | New | Q1 2026 | May 12, 2026 |
| East Coast Asset Management, LLC. | History | No change | 7,191 | 525 | 0.17% | 0.15% | 411 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 7,170 | 524 | 0.01% | 0.01% | 412 | -1,417 | -16.5% | Q1 2026 | Apr 27, 2026 |
| ASPIRIANT, LLC | History | No change | 7,014 | 513 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 6,967 | 509 | 0.01% | 0.01% | 414 | +61 | 0.88% | Q1 2026 | Apr 13, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 6,955 | 508 | 0.23% | 0.14% | 416 | +232 | 3.45% | Q1 2026 | Apr 09, 2026 |
| Berger Financial Group, Inc | History | Reduced | 6,947 | 508 | 0.03% | 0.03% | 415 | -139 | -1.96% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,929 | 506 | 0.0% | 0.0% | 417 | +216 | 3.22% | Q1 2026 | May 08, 2026 |
| CFO4Life Group, LLC | History | Added to | 6,900 | 504 | 0.08% | 0.07% | 418 | +8 | 0.12% | Q1 2026 | May 11, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 6,886 | 503 | 0.02% | 0.02% | 419 | -166 | -2.35% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 6,864 | 502 | 0.01% | 0.01% | 420 | -192 | -2.72% | Q1 2026 | May 08, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 6,863 | 501 | 0.31% | 0.3% | 421 | -150 | -2.14% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 6,829 | 499 | 0.05% | 0.12% | 422 | -9,583 | -58.39% | Q1 2026 | Apr 28, 2026 |
| Olistico Wealth, LLC | History | No change | 6,835 | 499 | 0.25% | 0.24% | 423 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 6,768 | 495 | 0.18% | 0.18% | 425 | -200 | -2.87% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | No change | 6,775 | 495 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,881 | 491 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Providence First Trust Co | History | No change | 6,716 | 491 | 0.17% | 0.17% | 427 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,705 | 490 | 0.02% | 0.02% | 428 | -131 | -1.92% | Q1 2026 | May 11, 2026 |
| Compass Advisory Group LLC | History | Added to | 6,685 | 488 | 0.13% | 0.13% | 429 | +36 | 0.54% | Q1 2026 | Apr 21, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 6,671 | 487 | 0.18% | 0.2% | 430 | -1,294 | -16.25% | Q1 2026 | May 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 6,666 | 487 | 0.03% | 0.03% | 431 | -405 | -5.73% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | No change | 6,642 | 485 | 0.2% | 0.2% | 432 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 6,593 | 482 | 0.41% | 0.4% | 433 | +34 | 0.52% | Q1 2026 | Apr 22, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 6,575 | 480 | 0.05% | 0.05% | 434 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Family Capital Management, Inc. | History | No change | 6,547 | 478 | 0.21% | 0.21% | 435 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 6,493 | 474 | 0.03% | 0.04% | 436 | -101 | -1.53% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,461 | 472 | 0.04% | 0.03% | 437 | -48 | -0.74% | Q1 2026 | Apr 14, 2026 |
| Dorsey Wright & Associates | History | New | 6,374 | 466 | 0.06% | — | 440 | +6,374 | New | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | Added to | 6,372 | 466 | 0.0% | 0.0% | 438 | +243 | 3.96% | Q1 2026 | Apr 13, 2026 |
| Trust Point Inc. | History | No change | 6,373 | 466 | 0.04% | 0.04% | 439 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 6,368 | 465 | 0.47% | 1.36% | 441 | -11,530 | -64.42% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,330 | 463 | 0.02% | 0.02% | 442 | -103 | -1.6% | Q1 2026 | May 12, 2026 |
| Rockingstone Advisors LLC | History | No change | 6,245 | 456 | 0.21% | 0.2% | 443 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 933 | 453 | 0.2% | 0.1% | 444 | -2,074 | -68.97% | Q1 2026 | May 04, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 6,047 | 442 | 0.03% | — | 445 | +6,047 | New | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 6,025 | 440 | 0.06% | 0.06% | 446 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 5,984 | 437 | 0.03% | 0.03% | 447 | -22 | -0.37% | Q1 2026 | Apr 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 5,952 | 435 | 0.05% | 0.05% | 448 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,932 | 434 | 0.01% | 0.01% | 450 | +125 | 2.15% | Q1 2026 | May 11, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 5,947 | 434 | 0.11% | 0.11% | 449 | -105 | -1.73% | Q1 2026 | Apr 15, 2026 |
| Flaharty Asset Management, LLC | History | No change | 5,920 | 432 | 0.05% | 0.05% | 451 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WESBANCO BANK INC | History | No change | 5,899 | 431 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Apollon Financial, LLC | History | Added to | 5,856 | 428 | 0.06% | 0.06% | 453 | +8 | 0.14% | Q1 2026 | Apr 22, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 5,791 | 423 | 0.17% | 0.17% | 454 | -12 | -0.21% | Q1 2026 | Apr 22, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 5,781 | 422 | 0.19% | 0.19% | 456 | -109 | -1.85% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 5,776 | 422 | 0.01% | 0.01% | 455 | +3 | 0.05% | Q1 2026 | Apr 08, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 5,721 | 418 | 0.12% | 0.13% | 457 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BXM Wealth LLC | History | No change | 5,721 | 418 | 0.32% | 0.31% | 458 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 5,709 | 417 | 0.13% | — | 459 | +5,709 | New | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 5,682 | 415 | 0.0% | 0.0% | 460 | -179 | -3.05% | Q1 2026 | May 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 5,621 | 411 | 0.15% | 0.15% | 461 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 5,599 | 409 | 0.14% | 0.14% | 462 | +7 | 0.13% | Q1 2026 | May 13, 2026 |
| IAM Advisory, LLC | History | Reduced | 5,569 | 407 | 0.09% | 0.09% | 463 | -278 | -4.75% | Q1 2026 | Apr 10, 2026 |
| WBH ADVISORY INC | History | Added to | 5,547 | 406 | 0.03% | 0.03% | 464 | +59 | 1.08% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,560 | 406 | 0.01% | 0.01% | 465 | +31 | 0.56% | Q1 2026 | May 11, 2026 |
| Bravias Capital Group, LLC | History | No change | 5,533 | 404 | 0.26% | 0.24% | 466 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 5,484 | 401 | 0.16% | 0.44% | 467 | -19,380 | -77.94% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,438 | 397 | 0.0% | 0.0% | 468 | +295 | 5.74% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,409 | 395 | 0.0% | 0.0% | 469 | -2,978 | -35.51% | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 5,361 | 392 | 0.26% | 0.26% | 470 | +29 | 0.54% | Q1 2026 | Apr 21, 2026 |
| Headland Capital, LLC | History | Reduced | 5,258 | 384 | 0.11% | 0.13% | 471 | -1,133 | -17.73% | Q1 2026 | May 04, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 5,240 | 383 | 0.11% | 0.13% | 472 | -868 | -14.21% | Q1 2026 | Apr 20, 2026 |
| Curated Wealth Partners LLC | History | No change | 5,235 | 382 | 0.05% | 0.04% | 473 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 5,160 | 377 | 0.12% | 0.14% | 474 | -604 | -10.48% | Q1 2026 | Apr 21, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 5,114 | 374 | 0.16% | 0.16% | 475 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 5,110 | 373 | 0.0% | 0.0% | 476 | -1,450 | -22.1% | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 5,062 | 370 | 0.03% | — | 477 | +5,062 | New | Q1 2026 | May 15, 2026 |
| Seneca House Advisors | History | Reduced | 5,057 | 369 | 0.15% | 0.14% | 478 | -81 | -1.58% | Q1 2026 | May 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 5,042 | 368 | 0.13% | 0.13% | 479 | +17 | 0.34% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 5,023 | 367 | 0.0% | 0.0% | 481 | +757 | 17.74% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 5,031 | 367 | 0.02% | 0.02% | 482 | -543 | -9.74% | Q1 2026 | May 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 5,031 | 367 | 0.02% | 0.02% | 480 | +141 | 2.88% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,990 | 365 | 0.03% | 0.04% | 483 | -1,876 | -27.32% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | New | 4,837 | 361 | 0.01% | — | 486 | +4,837 | New | Q1 2026 | Apr 20, 2026 |
| HCR Wealth Advisors | History | Added to | 4,936 | 361 | 0.04% | 0.03% | 485 | +452 | 10.08% | Q1 2026 | Apr 21, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 4,948 | 361 | 0.09% | 0.09% | 484 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 4,914 | 359 | 0.17% | 0.26% | 487 | -2,943 | -37.46% | Q1 2026 | Apr 15, 2026 |
| Gen-Wealth Partners Inc | History | No change | 4,876 | 356 | 0.11% | 0.11% | 488 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 4,855 | 355 | 0.0% | 0.0% | 489 | +45 | 0.94% | Q1 2026 | Apr 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 4,816 | 352 | 0.11% | 0.12% | 490 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,787 | 350 | 0.01% | 0.01% | 491 | -469 | -8.92% | Q1 2026 | May 01, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 4,799 | 350 | 0.38% | 0.4% | 492 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 4,762 | 348 | 0.02% | 0.04% | 494 | -4,538 | -48.8% | Q1 2026 | May 21, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 4,668 | 348 | 0.05% | 0.05% | 493 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TrueWealth Advisors, LLC | History | No change | 4,731 | 346 | 0.09% | 0.09% | 495 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 4,728 | 345 | 0.22% | 0.23% | 496 | -234 | -4.72% | Q1 2026 | May 11, 2026 |
| TLWM | History | Reduced | 4,691 | 343 | 0.06% | 0.08% | 497 | -1,178 | -20.07% | Q1 2026 | Apr 08, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,674 | 341 | 0.02% | 0.02% | 498 | +110 | 2.41% | Q1 2026 | May 13, 2026 |
| Balance Wealth, LLC | History | Added to | 4,654 | 340 | 0.11% | 0.1% | 499 | +286 | 6.55% | Q1 2026 | Apr 20, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 4,630 | 338 | 0.11% | 0.11% | 500 | -70 | -1.49% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Reduced | 4,608 | 337 | 0.01% | 0.02% | 502 | -1,264 | -21.53% | Q1 2026 | May 13, 2026 |
| Divergent Planning, LLC | History | No change | 4,741 | 337 | 0.09% | 0.09% | 501 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Savant Capital, LLC | History | New | 4,531 | 331 | 0.0% | — | 503 | +4,531 | New | Q1 2026 | May 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 4,474 | 329 | 0.07% | 0.08% | 504 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Broyhill Asset Management, LLC | History | No change | 4,500 | 329 | 0.3% | 0.28% | 505 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | New | 4,498 | 328 | 0.0% | — | 506 | +4,498 | New | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,476 | 327 | 0.0% | — | 507 | +4,476 | New | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 4,420 | 323 | 0.1% | 0.13% | 508 | -1,101 | -19.94% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,417 | 323 | 0.0% | 0.0% | 509 | -505 | -10.26% | Q1 2026 | May 13, 2026 |
| Cross Staff Investments Inc | History | Added to | 4,396 | 321 | 0.16% | 0.17% | 510 | +4 | 0.09% | Q1 2026 | Apr 23, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 4,380 | 320 | 0.11% | 0.13% | 511 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 4,364 | 319 | 0.04% | 0.04% | 512 | +22 | 0.51% | Q1 2026 | Apr 29, 2026 |
| BSW Wealth Partners | History | Added to | 4,357 | 318 | 0.04% | 0.04% | 513 | +7 | 0.16% | Q1 2026 | Apr 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 4,275 | 316 | 0.02% | 0.02% | 515 | -329 | -7.15% | Q1 2026 | Apr 20, 2026 |
| High Falls Advisors, Inc | History | No change | 4,437 | 316 | 0.06% | 0.06% | 514 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CRA Financial Services, LLC | History | No change | 4,305 | 314 | 0.04% | 0.04% | 516 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HORAN Wealth, LLC | History | No change | 4,383 | 313 | 0.03% | 0.05% | 517 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,267 | 312 | 0.02% | — | 519 | +4,267 | New | Q1 2026 | Apr 29, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 4,269 | 312 | 0.17% | 0.16% | 518 | -99 | -2.27% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,245 | 310 | 0.07% | 0.07% | 520 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Zhang Financial LLC | History | No change | 4,227 | 309 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 4,211 | 307 | 0.06% | 0.05% | 522 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 4,235 | 302 | 0.46% | 0.46% | 523 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| NBT BANK N A /NY | History | Added to | 4,097 | 299 | 0.02% | 0.02% | 524 | +533 | 14.96% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,093 | 299 | 0.02% | 0.02% | 525 | -122 | -2.89% | Q1 2026 | Apr 20, 2026 |
| Intellectus Partners, LLC | History | Added to | 4,055 | 296 | 0.06% | 0.06% | 526 | +5 | 0.12% | Q1 2026 | Apr 10, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,008 | 293 | 0.01% | — | 527 | +4,008 | New | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,983 | 291 | 0.0% | 0.0% | 528 | -159 | -3.84% | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 3,920 | 286 | 0.22% | — | 530 | +3,920 | New | Q1 2026 | May 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 3,916 | 286 | 0.14% | 0.13% | 529 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 3,875 | 283 | 0.02% | — | 532 | +3,875 | New | Q1 2026 | Apr 15, 2026 |
| ORG Partners LLC | History | No change | 3,975 | 283 | 0.05% | 0.05% | 531 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Csenge Advisory Group | History | Added to | 3,859 | 282 | 0.01% | 0.01% | 533 | +39 | 1.02% | Q1 2026 | Apr 30, 2026 |
| Meridian Financial Partners LLC | History | Added to | 3,807 | 280 | 0.11% | 0.08% | 534 | +997 | 35.48% | Q1 2026 | Apr 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,822 | 279 | 0.03% | 0.03% | 536 | -550 | -12.58% | Q1 2026 | Apr 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 3,821 | 279 | 0.05% | 0.05% | 535 | -103 | -2.62% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 3,802 | 278 | 0.01% | 0.01% | 538 | +682 | 21.86% | Q1 2026 | Apr 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,805 | 278 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,775 | 276 | 0.0% | 0.0% | 539 | -573 | -13.18% | Q1 2026 | May 01, 2026 |
| XPONANCE LLC | History | Added to | 3,778 | 276 | 0.0% | 0.0% | 540 | +402 | 11.91% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Reduced | 3,771 | 275 | 0.07% | 0.08% | 541 | -618 | -14.08% | Q1 2026 | Apr 21, 2026 |
| TCFG Investment Advisors, LLC | History | New | 3,744 | 274 | 0.1% | — | 543 | +3,744 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 3,744 | 274 | 0.1% | 0.09% | 542 | +491 | 15.09% | Q1 2026 | Apr 23, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 3,670 | 273 | 0.08% | 0.07% | 544 | +10 | 0.27% | Q1 2026 | Apr 30, 2026 |
| OneAscent Family Office, LLC | History | No change | 3,736 | 273 | 0.19% | 0.18% | 545 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tyche Wealth Partners LLC | History | No change | 3,720 | 272 | 0.04% | 0.04% | 546 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 3,718 | 271 | 0.21% | 0.4% | 547 | -3,750 | -50.21% | Q1 2026 | Apr 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 3,694 | 270 | 0.07% | 0.05% | 550 | +855 | 30.12% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,693 | 270 | 0.01% | 0.01% | 548 | +349 | 10.44% | Q1 2026 | May 18, 2026 |
| Carnegie Investment Counsel | History | Reduced | 3,705 | 270 | 0.01% | 0.0% | 549 | -69 | -1.83% | Q1 2026 | May 01, 2026 |
| One Capital Management, LLC | History | No change | 3,685 | 269 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 3,670 | 268 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Falcon Wealth Planning | History | Reduced | 3,639 | 266 | 0.02% | 0.02% | 553 | -28 | -0.76% | Q1 2026 | Apr 20, 2026 |
| Fogel Capital Management, Inc. | History | No change | 3,650 | 266 | 0.12% | 0.12% | 554 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Carr Financial Group Corp | History | Reduced | 3,618 | 264 | 0.07% | 0.07% | 555 | -94 | -2.53% | Q1 2026 | May 12, 2026 |
| Smith Thornton Advisors LLC | History | No change | 3,612 | 264 | 0.13% | 0.13% | 556 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Smith Salley Wealth Management | History | Reduced | 3,604 | 263 | 0.01% | 0.04% | 557 | -6,799 | -65.36% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 3,575 | 261 | 0.03% | 0.04% | 558 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 3,556 | 260 | 0.17% | 0.14% | 560 | +645 | 22.16% | Q1 2026 | Apr 10, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 3,534 | 260 | 0.05% | 0.05% | 559 | +19 | 0.54% | Q1 2026 | May 04, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 3,542 | 259 | 0.17% | 0.16% | 561 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,537 | 258 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,523 | 257 | 0.02% | 0.02% | 563 | +300 | 9.31% | Q1 2026 | Apr 17, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 3,525 | 257 | 0.14% | 0.15% | 564 | +36 | 1.03% | Q1 2026 | Apr 14, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 3,513 | 256 | 0.17% | 0.17% | 565 | -211 | -5.67% | Q1 2026 | May 08, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 3,500 | 255 | 0.05% | 0.05% | 566 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HFG Advisors, Inc. | History | No change | 3,500 | 255 | 0.18% | 0.18% | 567 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 3,477 | 254 | 0.0% | 0.0% | 568 | -41 | -1.17% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 3,467 | 253 | 0.0% | 0.0% | 570 | +215 | 6.61% | Q1 2026 | Apr 22, 2026 |
| Providence Capital Advisors, LLC | History | No change | 3,462 | 253 | 0.04% | 0.04% | 569 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 3,449 | 252 | 0.01% | 0.01% | 572 | +11 | 0.32% | Q1 2026 | Apr 13, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 3,459 | 252 | 0.08% | 0.08% | 571 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mills Wealth Advisors LLC | History | New | 3,435 | 251 | 0.09% | — | 573 | +3,435 | New | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Reduced | 3,407 | 249 | 0.01% | 0.02% | 575 | -5,584 | -62.11% | Q1 2026 | Apr 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,418 | 249 | 0.01% | 0.01% | 574 | -204 | -5.63% | Q1 2026 | May 15, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 3,415 | 248 | 0.28% | 0.39% | 576 | -2,206 | -39.25% | Q1 2026 | May 15, 2026 |
| FARMERS TRUST CO | History | Reduced | 3,378 | 247 | 0.04% | 0.04% | 577 | -72 | -2.09% | Q1 2026 | Apr 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,386 | 247 | 0.02% | 0.02% | 578 | -3 | -0.09% | Q1 2026 | Apr 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,374 | 246 | 0.04% | 0.04% | 579 | +12 | 0.36% | Q1 2026 | Apr 29, 2026 |
| Triton Financial Group Inc | History | New | 3,399 | 245 | 0.43% | — | 581 | +3,399 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,354 | 245 | 0.02% | 0.02% | 580 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Northwest Capital Management Inc | History | No change | 3,422 | 244 | 1.06% | 1.06% | 582 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LVZ, Inc. | History | No change | 3,323 | 243 | 0.03% | 0.03% | 583 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,313 | 242 | 0.0% | 0.0% | 584 | +1,500 | 82.74% | Q1 2026 | May 15, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 3,297 | 241 | 0.23% | 0.24% | 585 | -248 | -7.0% | Q1 2026 | May 06, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 3,251 | 240 | 0.01% | 0.02% | 586 | -316 | -8.86% | Q1 2026 | Apr 07, 2026 |
| Essex Bank | History | Reduced | 3,276 | 239 | 0.05% | 0.05% | 587 | -206 | -5.92% | Q1 2026 | Apr 17, 2026 |
| Stokes Family Office, LLC | History | No change | 3,281 | 239 | 0.02% | 0.02% | 588 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Goldstein Advisors, LLC | History | No change | 3,264 | 238 | 0.03% | 0.03% | 589 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 3,253 | 237 | 0.11% | 0.11% | 591 | +59 | 1.85% | Q1 2026 | Apr 15, 2026 |
| Opulen Financial Group LLC | History | Added to | 3,246 | 237 | 0.17% | 0.17% | 592 | +17 | 0.53% | Q1 2026 | Apr 29, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 3,253 | 237 | 0.15% | 0.14% | 590 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,227 | 235 | 0.07% | — | 595 | +3,227 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 3,227 | 235 | 0.07% | 0.01% | 594 | +2,598 | 413.04% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,220 | 235 | 0.0% | 0.0% | 593 | -5 | -0.16% | Q1 2026 | May 14, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 3,186 | 233 | 0.01% | 0.02% | 597 | -564 | -15.04% | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | Added to | 3,193 | 233 | 0.12% | 0.13% | 596 | +4 | 0.13% | Q1 2026 | May 06, 2026 |
| Northwest Bancshares, Inc. | History | No change | 3,173 | 232 | 0.05% | 0.04% | 598 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Diversified Trust Co | History | No change | 3,173 | 232 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| James J. Burns & Company, LLC | History | No change | 3,168 | 231 | 0.03% | 0.03% | 600 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 3,151 | 230 | 0.18% | 0.17% | 601 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,121 | 228 | 0.02% | 0.02% | 602 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Detalus Advisors, LLC | History | No change | 3,094 | 226 | 0.05% | 0.05% | 603 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Opus Financial Solutions LLC | History | No change | 3,067 | 224 | 0.21% | 0.21% | 604 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 3,052 | 223 | 0.13% | 0.13% | 606 | -223 | -6.81% | Q1 2026 | Apr 07, 2026 |
| SPINNAKER TRUST | History | No change | 3,050 | 223 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HBK Sorce Advisory LLC | History | No change | 3,066 | 222 | 0.0% | 0.01% | 607 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 3,106 | 221 | 0.14% | 0.14% | 608 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 3,013 | 220 | 0.01% | 0.01% | 609 | +1 | 0.03% | Q1 2026 | Apr 29, 2026 |
| Balboa Wealth Partners | History | No change | 3,000 | 219 | 0.04% | 0.04% | 610 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 2,982 | 218 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 2,961 | 216 | 0.0% | — | 612 | +2,961 | New | Q1 2026 | May 08, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 2,922 | 214 | 0.12% | 0.11% | 614 | -8 | -0.27% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | Added to | 2,920 | 214 | 0.01% | 0.01% | 613 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Apriem Advisors | History | Reduced | 2,900 | 212 | 0.02% | 0.02% | 615 | -100 | -3.33% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,911 | 212 | 0.01% | 0.01% | 616 | -16 | -0.55% | Q1 2026 | Apr 06, 2026 |
| WealthTrust Asset Management, LLC | History | New | 2,898 | 211 | 0.13% | — | 617 | +2,898 | New | Q1 2026 | May 06, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | New | 2,875 | 210 | 0.14% | — | 618 | +2,875 | New | Q1 2026 | May 11, 2026 |
| Ullmann Wealth Partners Group, LLC | History | New | 2,874 | 210 | 0.02% | — | 619 | +2,874 | New | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,851 | 209 | 0.01% | 0.04% | 621 | -5,731 | -66.78% | Q1 2026 | May 01, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 2,871 | 209 | 0.02% | — | 622 | +2,871 | New | Q1 2026 | May 13, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 2,863 | 209 | 0.01% | 0.01% | 620 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Added to | 2,832 | 207 | 0.01% | 0.01% | 623 | +1 | 0.04% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | New | 2,823 | 206 | 0.0% | — | 625 | +2,823 | New | Q1 2026 | Apr 13, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 2,824 | 206 | 0.08% | 0.08% | 624 | -26 | -0.91% | Q1 2026 | May 01, 2026 |
| Lionshead Wealth Management, LLC | History | New | 2,803 | 205 | 0.15% | — | 626 | +2,803 | New | Q1 2026 | May 11, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | New | 2,795 | 204 | 0.16% | — | 630 | +2,795 | New | Q1 2026 | Apr 16, 2026 |
| Sovereign Financial Group, Inc. | History | New | 2,792 | 204 | 0.04% | — | 628 | +2,792 | New | Q1 2026 | Apr 17, 2026 |
| SFG Wealth Management, LLC. | History | New | 2,792 | 204 | 0.08% | — | 629 | +2,792 | New | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 2,791 | 204 | 0.0% | 0.0% | 627 | +668 | 31.46% | Q1 2026 | Apr 30, 2026 |
| Disciplined Investments, LLC | History | New | 2,768 | 202 | 0.07% | — | 632 | +2,768 | New | Q1 2026 | May 12, 2026 |
| Weaver Consulting Group | History | New | 2,762 | 202 | 0.05% | — | 631 | +2,762 | New | Q1 2026 | May 15, 2026 |
| SWS Partners | History | New | 2,743 | 200 | 0.05% | — | 633 | +2,743 | New | Q1 2026 | Apr 21, 2026 |
| MFA Wealth Services | History | New | 2,738 | 200 | 0.13% | — | 634 | +2,738 | New | Q1 2026 | Apr 21, 2026 |
| Burk Holdings LLC | History | New | 2,732 | 199 | 0.09% | — | 635 | +2,732 | New | Q1 2026 | May 07, 2026 |
| Arkos Global Advisors | History | New | 2,457 | 180 | 0.02% | — | 636 | +2,457 | New | Q1 2026 | May 13, 2026 |
| Realta Investment Advisors | History | Reduced | 2,376 | 173 | 0.06% | 0.06% | 637 | -45 | -1.86% | Q1 2026 | Apr 22, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,290 | 167 | 0.0% | 0.0% | 638 | -99 | -4.14% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Corp | History | No change | 2,203 | 161 | 0.03% | 0.04% | 639 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Glassman Wealth Services | History | No change | 2,181 | 159 | 0.02% | 0.02% | 640 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 2,168 | 158 | 0.0% | 0.0% | 641 | +1,972 | 1006.12% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 2,162 | 158 | 0.01% | 0.01% | 642 | -189 | -8.04% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | Added to | 2,151 | 157 | 0.02% | 0.02% | 644 | +12 | 0.56% | Q1 2026 | Apr 29, 2026 |
| Triumph Capital Management | History | No change | 2,154 | 157 | 0.03% | 0.03% | 643 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,106 | 154 | 0.05% | 0.04% | 645 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,061 | 150 | 0.02% | 0.02% | 646 | -312 | -13.15% | Q1 2026 | May 11, 2026 |
| Main Street Group, LTD | History | New | 2,029 | 148 | 0.04% | — | 648 | +2,029 | New | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | No change | 2,053 | 148 | 0.01% | 0.01% | 647 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | No change | 2,018 | 147 | 0.03% | 0.03% | 649 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Caitlin John, LLC | History | No change | 1,900 | 138 | 0.08% | 0.09% | 650 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,856 | 135 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 1,842 | 134 | 0.04% | 0.04% | 652 | -132 | -6.69% | Q1 2026 | May 01, 2026 |
| DAGCO, INC. | History | No change | 1,800 | 131 | 0.03% | 0.03% | 653 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,787 | 130 | 0.04% | 0.03% | 654 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,674 | 122 | 0.0% | 0.0% | 655 | -616 | -26.9% | Q1 2026 | May 08, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,624 | 118 | 0.02% | 0.02% | 656 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,591 | 116 | 0.01% | 0.01% | 657 | -2 | -0.13% | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,502 | 110 | 0.01% | 0.01% | 659 | -141 | -8.58% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,506 | 110 | 0.01% | 0.01% | 658 | -51 | -3.28% | Q1 2026 | Apr 17, 2026 |
| Front Row Advisors LLC | History | No change | 1,461 | 106 | 0.04% | 0.03% | 660 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,401 | 102 | 0.29% | 0.08% | 661 | -24,590 | -94.61% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,354 | 99 | 0.0% | 0.0% | 662 | -64 | -4.51% | Q1 2026 | Apr 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,350 | 98 | 0.02% | 0.02% | 663 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Added to | 1,327 | 97 | 0.0% | 0.0% | 664 | +50 | 3.92% | Q1 2026 | Apr 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,279 | 94 | 0.01% | 0.01% | 665 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | No change | 1,245 | 91 | 0.04% | 0.05% | 666 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,230 | 90 | 0.01% | 0.01% | 667 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,211 | 86 | 0.06% | 0.06% | 668 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,113 | 81 | 0.07% | — | 669 | +1,113 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,020 | 74 | 0.01% | 0.01% | 670 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| United Community Bank | History | No change | 1,020 | 74 | 0.02% | 0.03% | 671 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,000 | 73 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,000 | 73 | 0.01% | 0.01% | 673 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 967 | 70 | 0.01% | 0.01% | 674 | +2 | 0.21% | Q1 2026 | May 15, 2026 |
| BALLAST ADVISORS LLC | History | New | 950 | 69 | 0.02% | — | 675 | +950 | New | Q1 2026 | May 12, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 943 | 68 | 0.11% | — | 676 | +943 | New | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 923 | 67 | 0.0% | — | 677 | +923 | New | Q1 2026 | May 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 905 | 66 | 0.01% | — | 679 | +905 | New | Q1 2026 | May 18, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 929 | 66 | 0.06% | 0.06% | 678 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | Added to | 901 | 65 | 0.02% | 0.02% | 680 | +1 | 0.11% | Q1 2026 | May 07, 2026 |
| WPG Advisers, LLC | History | No change | 899 | 65 | 0.05% | 0.05% | 681 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Destiny Wealth Partners, LLC | History | New | 885 | 64 | 0.01% | — | 683 | +885 | New | Q1 2026 | May 11, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 880 | 64 | 0.09% | 0.09% | 682 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 850 | 62 | 0.03% | 0.03% | 684 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 836 | 61 | 0.0% | — | 685 | +836 | New | Q1 2026 | May 08, 2026 |
| Financially Speaking Inc | History | No change | 826 | 60 | 0.29% | 0.04% | 686 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Networth Advisors, LLC | History | New | 767 | 56 | 0.04% | — | 688 | +767 | New | Q1 2026 | Apr 22, 2026 |
| MASECO LLP | History | No change | 775 | 56 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JNBA Financial Advisors | History | Reduced | 757 | 55 | 0.0% | 0.01% | 689 | -138 | -15.42% | Q1 2026 | Apr 22, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 739 | 54 | 0.0% | 0.0% | 690 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 727 | 53 | 0.0% | 0.0% | 691 | +2 | 0.28% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 724 | 52 | 0.03% | 0.03% | 693 | +1 | 0.14% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 713 | 52 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Costello Asset Management, INC | History | Reduced | 690 | 50 | 0.02% | 0.02% | 694 | -47 | -6.38% | Q1 2026 | Apr 30, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 691 | 50 | 0.02% | 0.02% | 695 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 671 | 49 | 0.0% | 0.0% | 696 | -215 | -24.27% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 665 | 48 | 0.0% | 0.0% | 697 | +1 | 0.15% | Q1 2026 | Apr 07, 2026 |
| Basepoint Wealth LLC | History | Reduced | 646 | 47 | 0.03% | 0.08% | 698 | -1,240 | -65.75% | Q1 2026 | May 07, 2026 |
| Roxbury Financial LLC | History | Added to | 642 | 46 | 0.04% | 0.04% | 701 | +2 | 0.31% | Q1 2026 | Apr 17, 2026 |
| Pandora Wealth, Inc. | History | No change | 649 | 46 | 0.03% | 0.03% | 699 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Planning Project LLC | History | No change | 650 | 46 | 0.01% | 0.01% | 700 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 541 | 39 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Millstone Evans Group, LLC | History | No change | 534 | 39 | 0.02% | 0.02% | 703 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 520 | 38 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Solstein Capital, LLC | History | No change | 524 | 38 | 0.02% | 0.01% | 705 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 501 | 37 | 0.0% | 0.0% | 706 | -5,700 | -91.92% | Q1 2026 | May 05, 2026 |
| TSFG, LLC | History | No change | 500 | 37 | 0.01% | 0.01% | 707 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 494 | 36 | 0.03% | — | 708 | +494 | New | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | New | 491 | 35 | 0.01% | — | 709 | +491 | New | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 444 | 32 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 449 | 32 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wagner Wealth Management, LLC | History | No change | 434 | 31 | 0.01% | 0.01% | 712 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 425 | 31 | 0.03% | 0.02% | 713 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bangor Savings Bank | History | Reduced | 404 | 29 | 0.0% | 0.0% | 716 | -14 | -3.35% | Q1 2026 | Apr 01, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 400 | 29 | 0.01% | 0.01% | 714 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 405 | 29 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 410 | 29 | 0.01% | 0.01% | 717 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wellington Grp LLC | History | No change | 371 | 27 | 0.01% | 0.01% | 718 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 339 | 24 | 0.02% | — | 721 | +339 | New | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 335 | 24 | 0.02% | — | 722 | +335 | New | Q1 2026 | May 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 338 | 24 | 0.01% | 0.01% | 720 | -156 | -31.58% | Q1 2026 | May 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 332 | 24 | 0.01% | 0.01% | 719 | +2 | 0.61% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | No change | 300 | 21 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Graney & King, LLC | History | No change | 290 | 21 | 0.01% | 0.01% | 724 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 285 | 20 | 0.01% | 0.01% | 725 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 279 | 20 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 260 | 19 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ascentis Wealth Management, LLC | History | New | 248 | 18 | 0.0% | — | 728 | +248 | New | Q1 2026 | Apr 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 239 | 17 | 0.0% | 0.0% | 729 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Magnolia Wealth Management, LLC | History | New | 232 | 16 | 0.01% | — | 732 | +232 | New | Q1 2026 | May 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 222 | 16 | 0.0% | — | 731 | +222 | New | Q1 2026 | Apr 13, 2026 |
| Scarborough Advisors, LLC | History | Added to | 219 | 16 | 0.0% | 0.0% | 730 | +1 | 0.46% | Q1 2026 | May 07, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 206 | 15 | 0.01% | 0.01% | 733 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bernard Wealth Management Corp. | History | No change | 210 | 15 | 0.01% | 0.01% | 734 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 10Elms LLP | History | No change | 209 | 15 | 0.01% | 0.01% | 735 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 204 | 14 | 0.01% | — | 737 | +204 | New | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 203 | 14 | 0.0% | 0.0% | 736 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quaker Wealth Management, LLC | History | New | 180 | 13 | 0.0% | — | 738 | +180 | New | Q1 2026 | Apr 10, 2026 |
| TORONTO DOMINION BANK | History | New | 173 | 12 | 0.0% | — | 740 | +173 | New | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 169 | 12 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rossby Financial, LCC | History | New | 157 | 11 | 0.0% | — | 742 | +157 | New | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | New | 151 | 11 | 0.0% | — | 741 | +151 | New | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 137 | 10 | 0.0% | — | 746 | +137 | New | Q1 2026 | May 15, 2026 |
| CHELSEA COUNSEL CO | History | No change | 147 | 10 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | No change | 140 | 10 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | No change | 149 | 10 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 126 | 9 | 0.0% | 0.0% | 747 | -126 | -50.0% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 132 | 9 | 0.01% | 0.01% | 748 | +1 | 0.76% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 115 | 8 | 0.01% | — | 751 | +115 | New | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 119 | 8 | 0.0% | 0.0% | 749 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Advisors | History | No change | 121 | 8 | 0.0% | 0.0% | 750 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 100 | 7 | 0.0% | — | 756 | +100 | New | Q1 2026 | Apr 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 106 | 7 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 100 | 7 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 102 | 7 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ransom Advisory, Ltd | History | No change | 105 | 7 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Abound Wealth Management | History | New | 92 | 6 | 0.0% | — | 758 | +92 | New | Q1 2026 | Apr 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 94 | 6 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 79 | 5 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bogart Wealth, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 59 | 4 | 0.0% | 0.0% | 761 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | No change | 64 | 4 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 55 | 4 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 42 | 3 | 0.0% | — | 768 | +42 | New | Q1 2026 | May 12, 2026 |
| Trust Co | History | No change | 45 | 3 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nemes Rush Group LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 33 | 2 | 0.0% | — | 770 | +33 | New | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 32 | 2 | 0.0% | — | 771 | +32 | New | Q1 2026 | May 08, 2026 |
| Aventura Private Wealth, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 22 | 1 | 0.0% | 0.01% | 773 | -2,167 | -98.99% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 1.8% | — | -417,234 | -100.0% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138,515 | -100.0% | Q1 2026 | May 12, 2026 |
| TLS Advisors LLC | History | Closed out | 0 | 0 | — | 8.01% | — | -114,867 | -100.0% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -109,699 | -100.0% | Q1 2026 | May 07, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 1.02% | — | -83,513 | -100.0% | Q1 2026 | May 12, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -66,162 | -100.0% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -52,904 | -100.0% | Q1 2026 | May 15, 2026 |
| Fluent Financial, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -31,901 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.23% | — | -29,853 | -100.0% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -29,728 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -29,155 | -100.0% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -23,158 | -100.0% | Q1 2026 | May 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -23,087 | -100.0% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,586 | -100.0% | Q1 2026 | May 14, 2026 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -18,228 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,026 | -100.0% | Q1 2026 | May 15, 2026 |
| Hirtle & Co., LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,915 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,905 | -100.0% | Q1 2026 | May 01, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -15,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -14,531 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,950 | -100.0% | Q1 2026 | May 15, 2026 |
| Northstar Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -11,823 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Segment Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,609 | -100.0% | Q1 2026 | Apr 20, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.12% | — | -7,653 | -100.0% | Q1 2026 | May 11, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,578 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,485 | -100.0% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,841 | -100.0% | Q1 2026 | May 13, 2026 |
| Nadler Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -4,974 | -100.0% | Q1 2026 | Apr 15, 2026 |
| August Group Capital Ltd | History | Closed out | 0 | 0 | — | 0.39% | — | -4,900 | -100.0% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -4,509 | -100.0% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,321 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,211 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,762 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,690 | -100.0% | Q1 2026 | May 11, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,407 | -100.0% | Q1 2026 | May 14, 2026 |
| D.B. Root & Company, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,124 | -100.0% | Q1 2026 | May 12, 2026 |
| Whitcomb & Hess, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,067 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Richwood Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,694 | -100.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,505 | -100.0% | Q1 2026 | May 08, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,401 | -100.0% | Q1 2026 | May 15, 2026 |
| Lavaca Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -808 | -100.0% | Q1 2026 | May 13, 2026 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.02% | — | -543 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -410 | -100.0% | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -379 | -100.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q1 2026 | May 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -299 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -244 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -207 | -100.0% | Q1 2026 | May 04, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 08, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -185 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | May 01, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Capital Advisor Network LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Motiv8 Investments LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |