SPDR SERIES TRUST - SPMD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 96,641,159 | 5,723,089 | 3.88% | 3.84% | 1 | +3,972,550 | 4.29% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 20,199,297 | 1,196,202 | 2.27% | 2.33% | 2 | -951,864 | -4.5% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 12,852,544 | 761,127 | 0.2% | 0.2% | 3 | +8,072 | 0.06% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 7,215,287 | 427,289 | 5.08% | 5.03% | 4 | +173,551 | 2.46% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,147,870 | 245,636 | 0.07% | 0.05% | 5 | +1,283,214 | 44.79% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 3,838,500 | 227,315 | 0.03% | 0.01% | 6 | +2,379,080 | 163.02% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 3,797,715 | 224,900 | 0.01% | 0.03% | 7 | -6,026,540 | -61.34% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Reduced | 2,823,459 | 167,205 | 3.64% | 3.71% | 8 | -162,085 | -5.43% | Q1 2026 | May 07, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,584,146 | 153,033 | 2.65% | 2.71% | 9 | +68,544 | 2.72% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 2,263,455 | 134,041 | 0.35% | 0.56% | 10 | -1,327,276 | -36.96% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,996,959 | 118,259 | 0.13% | 0.13% | 11 | -18,719 | -0.93% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,948,480 | 115,388 | 0.07% | 0.07% | 12 | -10,637 | -0.54% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,931,806 | 114,401 | 0.01% | 0.01% | 13 | -22,986 | -1.18% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,827,743 | 108,238 | 0.73% | 0.64% | 14 | +237,165 | 14.91% | Q1 2026 | May 07, 2026 |
| MASON STREET ADVISORS, LLC | History | Reduced | 1,561,969 | 92,499 | 9.04% | 9.04% | 15 | -25,421 | -1.6% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,444,297 | 85,531 | 0.02% | 0.01% | 16 | +235,960 | 19.53% | Q1 2026 | Jul 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,434,068 | 84,853 | 0.52% | 0.45% | 17 | +157,584 | 12.35% | Q1 2026 | May 15, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,410,470 | 83,528 | 2.51% | 2.51% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,351,739 | 80,051 | 0.12% | 0.13% | 19 | -179,068 | -11.7% | Q1 2026 | May 15, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,330,000 | 78,722 | 1.65% | 1.62% | 20 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Hills Bank & Trust Co | History | Added to | 1,293,637 | 76,609 | 3.7% | 4.31% | 21 | +14,912 | 1.17% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,182,205 | 70,010 | 1.36% | 1.27% | 22 | +67,952 | 6.1% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 1,116,124 | 66,096 | 3.31% | 3.36% | 23 | +1,086 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 1,063,343 | 62,971 | 5.28% | 3.97% | 24 | +178,947 | 20.23% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,048,799 | 62,109 | 0.02% | 0.01% | 25 | +544,839 | 108.11% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 921,272 | 54,557 | 0.01% | 0.01% | 26 | +14,809 | 1.63% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 916,169 | 54,255 | 3.99% | 3.83% | 27 | +35,567 | 4.04% | Q1 2026 | Apr 22, 2026 |
| GREENLEAF TRUST | History | Added to | 901,608 | 53,393 | 0.52% | 0.43% | 28 | +100,283 | 12.51% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 865,545 | 51,257 | 0.01% | 0.01% | 29 | +70,796 | 8.91% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 851,280 | 50,412 | 4.2% | 4.48% | 30 | -33,893 | -3.83% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 846,222 | 50,113 | 0.23% | 0.24% | 31 | -26,262 | -3.01% | Q1 2026 | Apr 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 838,805 | 49,674 | 0.14% | 0.11% | 32 | +147,765 | 21.38% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | Added to | 825,398 | 48,880 | 0.75% | 0.49% | 33 | +271,498 | 49.02% | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 814,372 | 48,227 | 5.55% | 5.32% | 34 | +33,281 | 4.26% | Q1 2026 | Apr 17, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 807,648 | 47,828 | 3.53% | 4.02% | 35 | -137,786 | -14.57% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 797,017 | 47,573 | 0.45% | 0.42% | 36 | +127,447 | 19.03% | Q1 2026 | Apr 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 756,760 | 44,815 | 2.88% | 2.76% | 37 | +13,055 | 1.76% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Added to | 743,651 | 44,039 | 0.6% | 0.52% | 38 | +112,595 | 17.84% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 737,838 | 43,694 | 0.79% | 0.76% | 39 | +55,822 | 8.18% | Q1 2026 | May 11, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 730,796 | 43,277 | 5.76% | 5.68% | 40 | -4,750 | -0.65% | Q1 2026 | Apr 09, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 717,188 | 42,471 | 7.26% | 6.9% | 41 | +14,567 | 2.07% | Q1 2026 | May 04, 2026 |
| RKL Wealth Management LLC | History | Reduced | 679,439 | 40,236 | 3.62% | 3.39% | 42 | -32,736 | -4.6% | Q1 2026 | Apr 24, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 646,479 | 38,284 | 4.73% | 4.76% | 43 | +5,200 | 0.81% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 613,104 | 35,504 | 0.23% | 0.21% | 44 | +87,106 | 16.56% | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 590,328 | 34,959 | 4.34% | 3.63% | 45 | +107,330 | 22.22% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 570,200 | 33,767 | 0.03% | 0.06% | 46 | -600,800 | -51.31% | Q1 2026 | May 14, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 550,238 | 32,585 | 7.67% | 7.45% | 47 | -216 | -0.04% | Q1 2026 | Apr 23, 2026 |
| TEXAS PERMANENT SCHOOL FUND CORP | History | Reduced | 521,398 | 30,877 | 1.14% | 7.93% | 48 | -2,472,885 | -82.59% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 508,210 | 30,096 | 0.0% | 0.0% | 49 | +254,304 | 100.16% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 499,427 | 29,601 | 0.94% | 0.95% | 50 | +29,123 | 6.19% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 477,927 | 28,302 | 0.16% | 0.09% | 51 | +43,097 | 9.91% | Q1 2026 | Apr 29, 2026 |
| TSG Advice Partners, LLC | History | Added to | 476,138 | 28,196 | 4.22% | 0.16% | 52 | +457,839 | 2501.99% | Q1 2026 | Apr 24, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 470,043 | 27,835 | 1.89% | 1.82% | 53 | +18,297 | 4.05% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 480,568 | 27,805 | 0.04% | 0.04% | 54 | +7,856 | 1.66% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 467,052 | 27,658 | 0.21% | 0.19% | 55 | +51,578 | 12.41% | Q1 2026 | May 15, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 429,850 | 27,450 | 4.59% | 4.41% | 56 | +26,363 | 6.53% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 461,977 | 27,358 | 0.08% | 0.07% | 57 | -33,190 | -6.7% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 468,852 | 27,151 | 0.48% | 0.48% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 443,169 | 26,244 | 0.05% | 0.05% | 59 | +16,732 | 3.92% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 422,062 | 24,994 | 0.99% | 1.0% | 60 | -21,759 | -4.9% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 510,122 | 24,603 | 0.05% | 0.04% | 61 | +46,290 | 9.98% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 406,826 | 24,092 | 0.82% | 0.79% | 62 | -2,005 | -0.49% | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | Added to | 406,468 | 24,071 | 0.28% | 0.19% | 63 | +129,169 | 46.58% | Q1 2026 | May 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 404,179 | 23,935 | 3.16% | 3.3% | 64 | +8,035 | 2.03% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Added to | 402,793 | 23,853 | 0.52% | 0.37% | 65 | +45,919 | 12.87% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 400,690 | 23,729 | 0.05% | 0.07% | 66 | -262,762 | -39.61% | Q1 2026 | May 01, 2026 |
| SUN LIFE FINANCIAL INC | History | New | 398,410 | 23,582 | 1.34% | — | 67 | +398,410 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 387,471 | 22,946 | 0.03% | 0.01% | 68 | +243,175 | 168.53% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 386,070 | 22,863 | 1.24% | — | 69 | +386,070 | New | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 384,005 | 22,740 | 0.04% | 0.04% | 70 | +40,275 | 11.72% | Q1 2026 | May 14, 2026 |
| Ellenbecker Investment Group | History | Added to | 381,732 | 22,606 | 3.04% | 2.81% | 71 | +34,412 | 9.91% | Q1 2026 | Apr 23, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 364,922 | 21,610 | 2.07% | 1.06% | 72 | +172,496 | 89.64% | Q1 2026 | Apr 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 363,390 | 21,519 | 0.01% | 0.01% | 73 | +176,791 | 94.74% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 347,950 | 20,605 | 0.38% | 0.42% | 74 | -33,154 | -8.7% | Q1 2026 | Apr 17, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 342,090 | 20,258 | 6.21% | 6.8% | 75 | -41,862 | -10.9% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | Added to | 337,421 | 19,982 | 0.21% | 0.07% | 76 | +285,013 | 543.83% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 331,194 | 19,613 | 2.17% | 1.99% | 77 | +24,256 | 7.9% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Reduced | 328,133 | 19,432 | 2.82% | 2.83% | 78 | -13,011 | -3.81% | Q1 2026 | May 13, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 326,708 | 19,347 | 13.91% | 13.32% | 79 | +25,476 | 8.46% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 326,197 | 19,317 | 0.45% | 0.44% | 80 | +12,535 | 4.0% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 304,418 | 18,002 | 0.02% | 0.02% | 81 | -9,999 | -3.18% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Reduced | 301,052 | 17,828 | 0.09% | 0.1% | 82 | -14,044 | -4.46% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 300,883 | 17,818 | 0.07% | 0.07% | 83 | +20,010 | 7.12% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 299,322 | 17,725 | 3.15% | 3.2% | 84 | +12,159 | 4.23% | Q1 2026 | May 08, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 295,835 | 17,519 | 1.66% | 1.62% | 85 | -5,299 | -1.76% | Q1 2026 | May 11, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 294,650 | 17,449 | 5.67% | 5.31% | 86 | +20,140 | 7.34% | Q1 2026 | May 04, 2026 |
| New Perspectives, Inc | History | Added to | 292,424 | 17,317 | 6.0% | 5.68% | 87 | +9,771 | 3.46% | Q1 2026 | Apr 21, 2026 |
| CIBC Bancorp USA Inc. | History | New | 291,283 | 17,224 | 0.02% | — | 88 | +291,283 | New | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 286,401 | 16,960 | 0.48% | 0.5% | 89 | +11,711 | 4.26% | Q1 2026 | Apr 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 286,365 | 16,958 | 0.63% | 0.61% | 90 | +7,553 | 2.71% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 283,790 | 16,806 | 0.03% | 0.04% | 91 | +53,264 | 23.11% | Q1 2026 | May 01, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 276,328 | 16,364 | 0.23% | 0.29% | 92 | -14,849 | -5.1% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 274,600 | 16,261 | 0.02% | 0.02% | 93 | +7,845 | 2.94% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 282,079 | 16,219 | 0.0% | 0.0% | 94 | +52,656 | 22.95% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 268,701 | 15,912 | 0.2% | 0.2% | 95 | +5,121 | 1.94% | Q1 2026 | May 08, 2026 |
| Venture Visionary Partners LLC | History | Added to | 265,472 | 15,721 | 0.52% | 0.02% | 96 | +255,618 | 2594.05% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 260,723 | 15,439 | 0.0% | 0.0% | 97 | -31,879 | -10.9% | Q1 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | Added to | 255,766 | 15,146 | 0.05% | 0.04% | 98 | +16,104 | 6.72% | Q1 2026 | May 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 255,038 | 15,103 | 0.66% | 0.62% | 99 | -10,445 | -3.93% | Q1 2026 | May 06, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 240,095 | 14,218 | 5.74% | 5.46% | 100 | +7,439 | 3.2% | Q1 2026 | Apr 29, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 238,467 | 14,122 | 3.52% | 3.38% | 101 | +2,824 | 1.2% | Q1 2026 | Apr 27, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 237,889 | 14,087 | 1.45% | 1.34% | 102 | +9,557 | 4.19% | Q1 2026 | May 12, 2026 |
| Bensler, LLC | History | Added to | 236,196 | 13,987 | 1.44% | 1.34% | 103 | +5,447 | 2.36% | Q1 2026 | May 01, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 229,671 | 13,601 | 1.52% | 1.52% | 104 | +3,275 | 1.45% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | Added to | 223,086 | 13,211 | 0.01% | 0.01% | 105 | +1,122 | 0.51% | Q1 2026 | May 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 222,433 | 13,172 | 6.02% | 5.96% | 106 | +5,066 | 2.33% | Q1 2026 | Apr 20, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 220,883 | 13,080 | 4.25% | 3.98% | 107 | +14,812 | 7.19% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 216,438 | 12,817 | 0.49% | 0.49% | 108 | +34,458 | 18.94% | Q1 2026 | Jun 18, 2026 |
| WBH ADVISORY INC | History | Added to | 211,868 | 12,646 | 0.95% | 0.9% | 109 | +2,370 | 1.13% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 204,578 | 12,115 | 0.09% | 0.09% | 110 | -4,766 | -2.28% | Q1 2026 | May 12, 2026 |
| PSI Advisors, LLC | History | Added to | 204,562 | 12,114 | 2.9% | 2.7% | 111 | +18,609 | 10.01% | Q1 2026 | May 14, 2026 |
| FF Advisors,LLC | History | Added to | 188,220 | 11,987 | 4.86% | 4.51% | 112 | +13,318 | 7.61% | Q1 2026 | Apr 27, 2026 |
| WRAPMANAGER INC | History | Added to | 201,846 | 11,953 | 4.15% | 3.8% | 113 | +7,524 | 3.87% | Q1 2026 | May 11, 2026 |
| Stewardship Advisors, LLC | History | Added to | 198,510 | 11,755 | 2.7% | 2.57% | 114 | +6,492 | 3.38% | Q1 2026 | Apr 17, 2026 |
| My Portfolio Guide, LLC | History | New | 198,060 | 11,732 | 6.49% | — | 115 | +198,060 | New | Q1 2026 | May 05, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 192,961 | 11,427 | 3.27% | 6.31% | 116 | -179,006 | -48.12% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 189,067 | 11,196 | 0.06% | 0.03% | 117 | +108,893 | 135.82% | Q1 2026 | May 15, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 188,869 | 11,184 | 3.89% | 3.8% | 118 | +2,351 | 1.26% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 184,237 | 10,910 | 0.06% | 0.06% | 119 | -204 | -0.11% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 182,580 | 10,812 | 0.04% | 0.04% | 120 | -482 | -0.26% | Q1 2026 | Jun 02, 2026 |
| XY Planning Network, Inc. | History | Added to | 179,274 | 10,700 | 1.71% | 1.69% | 121 | +11,997 | 7.17% | Q1 2026 | Apr 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 175,072 | 10,367 | 4.76% | 3.57% | 122 | +264 | 0.15% | Q1 2026 | May 05, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 172,588 | 10,220 | 3.54% | 3.45% | 123 | +2,326 | 1.37% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Reduced | 171,919 | 10,181 | 0.35% | 0.38% | 124 | -4,332 | -2.46% | Q1 2026 | May 06, 2026 |
| CGN Advisors LLC | History | Reduced | 169,421 | 10,033 | 0.79% | 0.78% | 125 | -437 | -0.26% | Q1 2026 | Apr 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 172,846 | 10,009 | 0.74% | 0.74% | 126 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 169,007 | 10,008 | 2.21% | 2.55% | 127 | -29,516 | -14.87% | Q1 2026 | Apr 03, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 168,642 | 9,987 | 2.54% | 2.85% | 128 | -3,497 | -2.03% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 167,116 | 9,897 | 0.03% | 0.03% | 129 | -21,631 | -11.46% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 166,472 | 9,858 | 0.08% | 0.06% | 130 | +80,004 | 92.52% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 165,486 | 9,800 | 0.04% | 0.04% | 131 | +1,900 | 1.16% | Q1 2026 | May 11, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 162,578 | 9,627 | 2.71% | 2.68% | 132 | -5,167 | -3.08% | Q1 2026 | Apr 10, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 162,020 | 9,594 | 1.23% | 0.97% | 133 | +33,395 | 25.96% | Q1 2026 | Apr 17, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 161,400 | 9,558 | 0.17% | 0.13% | 134 | +33,500 | 26.19% | Q1 2026 | Apr 20, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 7,778 | 9,538 | 4.17% | 0.43% | 135 | -7,586 | -49.38% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 151,128 | 8,949 | 0.07% | 0.07% | 136 | -4,633 | -2.97% | Q1 2026 | May 01, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 139,657 | 8,918 | 3.76% | 3.86% | 137 | +1,224 | 0.88% | Q1 2026 | May 08, 2026 |
| Vivaldi Capital Management LP | History | Added to | 147,263 | 8,720 | 1.21% | 1.04% | 138 | +14,736 | 11.12% | Q1 2026 | May 14, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 146,051 | 8,649 | 2.01% | 1.95% | 139 | +2,983 | 2.09% | Q1 2026 | May 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 142,538 | 8,441 | 0.51% | 0.5% | 140 | +514 | 0.36% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 137,890 | 8,165 | 0.0% | 0.0% | 141 | +566 | 0.41% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 127,760 | 8,138 | 0.18% | 0.19% | 142 | +2,852 | 2.28% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 137,215 | 8,125 | 0.19% | 0.2% | 143 | -18,841 | -12.07% | Q1 2026 | May 15, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 136,630 | 8,091 | 3.91% | — | 144 | +136,630 | New | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 134,141 | 7,943 | 0.18% | 0.18% | 145 | +7,008 | 5.51% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 132,763 | 7,862 | 0.15% | 0.14% | 146 | +1,102 | 0.84% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 131,851 | 7,808 | 0.07% | 0.06% | 147 | -4,845 | -3.54% | Q1 2026 | May 13, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 130,612 | 7,734 | 1.19% | 1.19% | 148 | +5,721 | 4.58% | Q1 2026 | May 11, 2026 |
| Gradient Investments LLC | History | Added to | 129,439 | 7,665 | 0.12% | 0.1% | 149 | +20,150 | 18.44% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Group, LLC | History | Added to | 128,108 | 7,586 | 3.54% | 3.52% | 150 | +1,544 | 1.22% | Q1 2026 | Apr 23, 2026 |
| AF Advisors, Inc. | History | No change | 128,000 | 7,580 | 4.19% | 2.82% | 151 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 125,364 | 7,424 | 0.08% | 0.08% | 152 | +1,788 | 1.45% | Q1 2026 | Apr 28, 2026 |
| Jump Financial, LLC | History | Added to | 122,191 | 7,236 | 0.1% | 0.01% | 153 | +110,685 | 961.98% | Q1 2026 | May 14, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 121,143 | 7,174 | 2.32% | — | 154 | +121,143 | New | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 120,480 | 7,134 | 0.07% | 0.07% | 155 | -3,595 | -2.9% | Q1 2026 | May 08, 2026 |
| KWB Wealth | History | Reduced | 122,356 | 7,085 | 0.7% | 0.67% | 156 | -310 | -0.25% | Q1 2026 | Apr 08, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 117,294 | 6,946 | 3.03% | 2.9% | 157 | -12,184 | -9.41% | Q1 2026 | May 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 117,044 | 6,931 | 0.15% | 0.11% | 158 | +31,688 | 37.12% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 116,259 | 6,884 | 0.01% | 0.01% | 159 | -4,681 | -3.87% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 107,351 | 6,357 | 0.14% | 0.14% | 160 | +1,678 | 1.59% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 106,696 | 6,318 | 0.33% | 0.34% | 161 | -721 | -0.67% | Q1 2026 | Apr 29, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 106,608 | 6,313 | 0.08% | 0.08% | 162 | -14,431 | -11.92% | Q1 2026 | May 06, 2026 |
| PECAUT & CO. | History | Reduced | 106,001 | 6,277 | 2.04% | 2.05% | 163 | -3,969 | -3.61% | Q1 2026 | May 11, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 105,034 | 6,220 | 3.07% | 2.77% | 164 | +8,562 | 8.88% | Q1 2026 | Apr 30, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 106,823 | 6,186 | 0.56% | 0.69% | 165 | -10,187 | -8.71% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 104,389 | 6,181 | 0.1% | 0.02% | 166 | +86,432 | 481.33% | Q1 2026 | May 18, 2026 |
| Bill Few Associates, Inc. | History | Added to | 104,289 | 6,175 | 1.48% | 1.44% | 167 | +2,852 | 2.81% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 103,510 | 6,129 | 0.01% | 0.01% | 168 | +37,849 | 57.64% | Q1 2026 | May 15, 2026 |
| Addison Capital Co | History | Added to | 102,970 | 6,097 | 1.08% | 1.33% | 169 | +10,717 | 11.62% | Q1 2026 | Apr 29, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 102,969 | 6,089 | 2.1% | 1.98% | 170 | +2,985 | 2.99% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 101,127 | 5,988 | 0.41% | 0.38% | 171 | +1,459 | 1.46% | Q1 2026 | May 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 100,952 | 5,978 | 0.16% | 0.0% | 172 | +100,929 | 438821.74% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 100,752 | 5,966 | 0.09% | 0.06% | 173 | +49,498 | 96.57% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 102,761 | 5,956 | 0.0% | 0.0% | 174 | +21,695 | 26.76% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 98,414 | 5,881 | 0.18% | 0.07% | 175 | +42,589 | 76.29% | Q1 2026 | Apr 08, 2026 |
| CVFG LLC | History | Added to | 98,614 | 5,839 | 0.73% | 3.71% | 176 | +5,198 | 5.56% | Q1 2026 | Apr 29, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 98,532 | 5,835 | 0.45% | 0.4% | 177 | -3,244 | -3.19% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 96,776 | 5,731 | 0.22% | 0.56% | 178 | -132,933 | -57.87% | Q1 2026 | Apr 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 96,478 | 5,713 | 0.01% | 0.01% | 179 | -2,779 | -2.8% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 92,501 | 5,477 | 0.24% | 0.25% | 180 | +1,252 | 1.37% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 91,226 | 5,402 | 0.19% | 0.2% | 181 | -965 | -1.05% | Q1 2026 | May 13, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 90,849 | 5,380 | 3.63% | 3.17% | 182 | +13,603 | 17.61% | Q1 2026 | Apr 28, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 89,331 | 5,290 | 1.18% | 1.12% | 183 | +6,559 | 7.92% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 88,672 | 5,251 | 0.22% | — | 184 | +88,672 | New | Q1 2026 | May 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 88,271 | 5,227 | 1.93% | 1.94% | 185 | +2,377 | 2.77% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 86,811 | 5,140 | 0.08% | 0.03% | 186 | +57,518 | 196.35% | Q1 2026 | Apr 27, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 86,425 | 5,118 | 1.51% | 1.54% | 187 | -1,981 | -2.24% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 84,911 | 5,028 | 0.0% | 0.0% | 188 | +7,972 | 10.36% | Q1 2026 | May 12, 2026 |
| Pachira Investments Inc. | History | Reduced | 84,443 | 5,000 | 2.34% | 2.66% | 189 | -9,854 | -10.45% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 84,094 | 4,980 | 0.04% | 0.03% | 190 | +9,617 | 12.91% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 84,061 | 4,978 | 0.9% | 0.86% | 191 | +5,306 | 6.74% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 83,785 | 4,961 | 0.22% | 0.2% | 192 | +9,728 | 13.14% | Q1 2026 | Apr 28, 2026 |
| TRUEFG, LLC | History | Added to | 83,537 | 4,947 | 1.31% | 1.29% | 193 | +523 | 0.63% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 83,465 | 4,942 | 0.01% | 0.01% | 194 | -68,556 | -45.1% | Q1 2026 | Apr 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 78,735 | 4,662 | 1.55% | 1.56% | 195 | -2,849 | -3.49% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 76,700 | 4,542 | 0.01% | — | 196 | +76,700 | New | Q1 2026 | May 14, 2026 |
| Robinswood Financial LLC | History | Added to | 76,688 | 4,541 | 1.43% | 1.21% | 197 | +11,580 | 17.79% | Q1 2026 | Jul 13, 2026 |
| Omnitrust Wealth Management, Inc | History | Reduced | 76,589 | 4,535 | 5.87% | 5.66% | 198 | -369 | -0.48% | Q1 2026 | Apr 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 76,488 | 4,529 | 0.26% | — | 199 | +76,488 | New | Q1 2026 | Apr 09, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 74,685 | 4,422 | 0.86% | 0.78% | 200 | +9,244 | 14.13% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 74,165 | 4,392 | 0.53% | 0.51% | 201 | +1,341 | 1.84% | Q1 2026 | Apr 23, 2026 |
| Compass Wealth Management LLC | History | Reduced | 73,692 | 4,364 | 1.08% | 1.1% | 202 | -2,535 | -3.33% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 73,500 | 4,352 | 0.02% | 0.02% | 204 | +6,868 | 10.31% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 73,501 | 4,352 | 0.06% | 0.06% | 203 | +3,871 | 5.56% | Q1 2026 | Apr 10, 2026 |
| ArborFi Advisors, LLC | History | Added to | 73,454 | 4,349 | 3.55% | 3.27% | 205 | +3,878 | 5.57% | Q1 2026 | Apr 29, 2026 |
| Up Capital Management, Inc. | History | Added to | 73,010 | 4,323 | 4.85% | 0.59% | 206 | +61,542 | 536.64% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 71,844 | 4,254 | 0.05% | 0.05% | 207 | +4,598 | 6.84% | Q1 2026 | Apr 20, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 71,023 | 4,205 | 0.84% | 0.78% | 208 | +6,858 | 10.69% | Q1 2026 | Apr 14, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 70,575 | 4,179 | 1.74% | 1.67% | 209 | +1,326 | 1.91% | Q1 2026 | Apr 23, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Reduced | 70,328 | 4,164 | 0.89% | 1.05% | 210 | -10,045 | -12.5% | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 69,710 | 4,128 | 0.39% | 0.6% | 211 | -43,256 | -38.29% | Q1 2026 | Apr 27, 2026 |
| Benchmark Financial, LLC | History | Added to | 69,380 | 4,108 | 3.69% | 3.65% | 212 | +6,209 | 9.83% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 66,900 | 3,961 | 0.0% | 0.0% | 213 | -6,300 | -8.61% | Q1 2026 | Apr 30, 2026 |
| SOL Capital Management CO | History | No change | 68,375 | 3,960 | 0.36% | 0.36% | 214 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 66,707 | 3,950 | 0.06% | 0.06% | 215 | +7,410 | 12.5% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 65,850 | 3,899 | 0.28% | 0.24% | 216 | +8,410 | 14.64% | Q1 2026 | May 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 65,523 | 3,880 | 1.46% | 1.43% | 217 | +109 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Added to | 64,794 | 3,837 | 0.05% | 0.01% | 218 | +54,092 | 505.44% | Q1 2026 | May 15, 2026 |
| G&S Capital LLC | History | Reduced | 63,742 | 3,774 | 1.33% | 1.59% | 219 | -13,783 | -17.78% | Q1 2026 | Apr 07, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 63,617 | 3,767 | 2.58% | 2.44% | 220 | +957 | 1.53% | Q1 2026 | May 06, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 63,164 | 3,740 | 0.52% | — | 221 | +63,164 | New | Q1 2026 | Jun 01, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 63,057 | 3,734 | 0.67% | 1.02% | 222 | -2,526 | -3.85% | Q1 2026 | May 01, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 62,885 | 3,724 | 4.17% | 4.19% | 223 | -3,987 | -5.96% | Q1 2026 | May 08, 2026 |
| Lynx Investment Advisory | History | Added to | 62,763 | 3,716 | 1.78% | 1.87% | 224 | +3,515 | 5.93% | Q1 2026 | Apr 24, 2026 |
| Jacobi Capital Management LLC | History | Added to | 62,090 | 3,676 | 0.21% | 0.19% | 225 | +6,222 | 11.14% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,441 | 3,638 | 0.0% | 0.0% | 226 | +29,782 | 94.07% | Q1 2026 | May 15, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 60,645 | 3,613 | 2.92% | 2.8% | 227 | +3,431 | 6.0% | Q1 2026 | Apr 08, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 60,994 | 3,612 | 0.73% | 0.7% | 228 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Breachway Investments LLC | History | Added to | 58,996 | 3,521 | 3.38% | 3.52% | 229 | +1,432 | 2.49% | Q1 2026 | Apr 13, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 57,911 | 3,429 | 2.41% | 2.43% | 230 | -1,148 | -1.94% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 56,685 | 3,356 | 0.23% | 0.24% | 231 | +4,841 | 9.34% | Q1 2026 | Apr 17, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 56,297 | 3,333 | 1.83% | 1.59% | 232 | +6,652 | 13.4% | Q1 2026 | Apr 09, 2026 |
| Atria Investments, Inc | History | Reduced | 55,750 | 3,301 | 0.04% | 0.04% | 233 | -836 | -1.48% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 55,346 | 3,277 | 0.26% | 0.26% | 234 | -843 | -1.5% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 54,688 | 3,238 | 0.36% | 0.32% | 235 | +5,181 | 10.47% | Q1 2026 | May 05, 2026 |
| Luken Investment Analytics, LLC | History | New | 54,441 | 3,223 | 1.23% | — | 236 | +54,441 | New | Q1 2026 | May 12, 2026 |
| Capital Investment Management, Inc. | History | Added to | 54,334 | 3,217 | 1.1% | 1.07% | 237 | +1,503 | 2.84% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 53,952 | 3,195 | 0.18% | 0.16% | 238 | +8,065 | 17.58% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 53,826 | 3,188 | 0.1% | 0.12% | 239 | -9,142 | -14.52% | Q1 2026 | May 15, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 53,678 | 3,178 | 0.72% | 0.69% | 240 | -268 | -0.5% | Q1 2026 | Apr 22, 2026 |
| Luminist Capital LLC | History | Added to | 53,629 | 3,175 | 4.22% | 3.54% | 241 | +4,070 | 8.21% | Q1 2026 | Apr 24, 2026 |
| Fiduciary Group, LLC | History | Added to | 53,523 | 3,169 | 0.27% | 0.23% | 242 | +5,505 | 11.46% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 53,265 | 3,154 | 0.0% | — | 243 | +53,265 | New | Q1 2026 | May 12, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 53,142 | 3,147 | 0.25% | 0.24% | 244 | -671 | -1.25% | Q1 2026 | Apr 29, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 52,956 | 3,136 | 0.05% | 0.05% | 245 | -1,232 | -2.27% | Q1 2026 | May 05, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 52,820 | 3,127 | 0.78% | 0.79% | 246 | -86 | -0.16% | Q1 2026 | May 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 52,641 | 3,117 | 0.41% | 0.4% | 247 | +2,346 | 4.66% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Added to | 51,822 | 3,070 | 0.08% | 0.09% | 248 | +242 | 0.47% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 51,518 | 3,050 | 0.22% | 0.22% | 249 | +1,274 | 2.54% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 51,495 | 3,049 | 0.02% | 0.02% | 250 | +1,244 | 2.48% | Q1 2026 | May 15, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 51,420 | 3,045 | 1.13% | 1.02% | 251 | +1,318 | 2.63% | Q1 2026 | May 14, 2026 |
| Madison Asset Management, LLC | History | No change | 51,395 | 3,043 | 0.04% | 0.03% | 252 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 51,189 | 3,031 | 0.73% | 0.61% | 253 | +10,775 | 26.66% | Q1 2026 | Apr 24, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 51,053 | 3,023 | 0.09% | 0.1% | 254 | -193 | -0.38% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 50,394 | 2,984 | 0.15% | 0.15% | 255 | +340 | 0.68% | Q1 2026 | Apr 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 50,206 | 2,973 | 0.03% | 0.04% | 256 | +3,029 | 6.42% | Q1 2026 | May 15, 2026 |
| Tandem Investment Partners LLC | History | Added to | 50,210 | 2,973 | 2.52% | 2.4% | 257 | +1,115 | 2.27% | Q1 2026 | May 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 49,613 | 2,938 | 1.38% | 1.24% | 258 | +4,077 | 8.95% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 49,220 | 2,914 | 0.18% | 0.14% | 259 | +784 | 1.62% | Q1 2026 | Apr 28, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 49,170 | 2,911 | 1.55% | 1.48% | 260 | -661 | -1.33% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 49,143 | 2,910 | 0.1% | — | 261 | +49,143 | New | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | New | 48,879 | 2,894 | 0.01% | — | 262 | +48,879 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 48,847 | 2,892 | 0.0% | 0.0% | 263 | +3,815 | 8.47% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,644 | 2,880 | 0.01% | 0.01% | 264 | +14,210 | 41.27% | Q1 2026 | Apr 30, 2026 |
| Range Financial Group LLC | History | Reduced | 48,368 | 2,864 | 0.96% | 0.99% | 265 | -919 | -1.86% | Q1 2026 | Apr 30, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 48,207 | 2,854 | 0.07% | 0.06% | 266 | +6,265 | 14.94% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 48,079 | 2,847 | 0.06% | 0.08% | 267 | -10,539 | -17.98% | Q1 2026 | Apr 13, 2026 |
| Shum Financial Group, Inc. | History | Added to | 47,573 | 2,817 | 1.99% | 1.97% | 268 | +241 | 0.51% | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 47,116 | 2,790 | 0.3% | 0.36% | 269 | -11,820 | -20.06% | Q1 2026 | Apr 28, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 46,837 | 2,773 | 0.28% | 0.31% | 270 | -3,847 | -7.59% | Q1 2026 | May 15, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 46,603 | 2,759 | 1.07% | 1.2% | 271 | -1,387 | -2.89% | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | Added to | 46,406 | 2,748 | 0.37% | 0.33% | 272 | +5,627 | 13.8% | Q1 2026 | Apr 20, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 46,147 | 2,732 | 0.21% | 0.2% | 273 | +1,904 | 4.3% | Q1 2026 | May 07, 2026 |
| Intrua Financial, LLC | History | Reduced | 46,030 | 2,725 | 0.28% | 0.3% | 274 | -2,823 | -5.78% | Q1 2026 | Apr 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 44,173 | 2,615 | 0.25% | 0.23% | 275 | -718 | -1.6% | Q1 2026 | May 01, 2026 |
| Wealthquest Corp | History | No change | 44,985 | 2,605 | 0.2% | 0.2% | 276 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Towercrest Capital Management | History | Added to | 43,958 | 2,603 | 0.41% | 0.4% | 277 | +242 | 0.55% | Q1 2026 | May 01, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 43,407 | 2,570 | 0.47% | 0.42% | 278 | +4,309 | 11.02% | Q1 2026 | May 04, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 42,394 | 2,510 | 2.33% | 2.3% | 279 | -1,025 | -2.36% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 42,366 | 2,508 | 0.0% | 0.0% | 280 | +4,759 | 12.65% | Q1 2026 | May 15, 2026 |
| SEMITAM BONAM LLC | History | Added to | 42,215 | 2,499 | 2.04% | 2.0% | 281 | +728 | 1.75% | Q1 2026 | Apr 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 42,014 | 2,488 | 0.58% | 0.77% | 282 | -12,959 | -23.57% | Q1 2026 | Apr 17, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 40,822 | 2,417 | 0.29% | 0.25% | 283 | +7,202 | 21.42% | Q1 2026 | Apr 24, 2026 |
| Financial Enhancement Group LLC | History | Added to | 37,575 | 2,401 | 0.3% | 0.26% | 284 | +4,804 | 14.66% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 40,133 | 2,376 | 0.0% | 0.0% | 285 | +5,454 | 15.73% | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 39,852 | 2,360 | 0.25% | 0.26% | 286 | -384 | -0.95% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 38,585 | 2,284 | 0.02% | 0.02% | 287 | +2,046 | 5.6% | Q1 2026 | Apr 20, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 38,478 | 2,278 | 0.23% | 0.22% | 288 | +178 | 0.46% | Q1 2026 | Apr 15, 2026 |
| SIMA Wealth Partners, LLC | History | Added to | 38,356 | 2,271 | 1.73% | 1.65% | 289 | +810 | 2.16% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 38,302 | 2,268 | 0.06% | 0.06% | 290 | -1,443 | -3.63% | Q1 2026 | Apr 29, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 37,901 | 2,244 | 2.15% | — | 291 | +37,901 | New | Q1 2026 | May 06, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 37,760 | 2,236 | 0.79% | 0.75% | 292 | +1,541 | 4.25% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 36,892 | 2,202 | 0.04% | 0.05% | 293 | -9,423 | -20.35% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 37,084 | 2,196 | 0.07% | 0.07% | 294 | +3,143 | 9.26% | Q1 2026 | May 15, 2026 |
| S.A. Mason LLC | History | Added to | 36,665 | 2,171 | 0.81% | 0.81% | 295 | +1,466 | 4.16% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 35,438 | 2,098 | 0.08% | 0.12% | 296 | +17,051 | 92.73% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 35,376 | 2,094 | 0.24% | 0.11% | 297 | +21,826 | 161.08% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 35,089 | 2,078 | 0.05% | 0.04% | 298 | +6,919 | 24.56% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 35,036 | 2,074 | 0.28% | 0.35% | 299 | -11,912 | -25.37% | Q1 2026 | Apr 08, 2026 |
| Alliance Wealth Management Group | History | Added to | 34,814 | 2,061 | 0.45% | 0.44% | 300 | +271 | 0.78% | Q1 2026 | Apr 29, 2026 |
| Global Assets Advisory, LLC | History | New | 15,531 | 2,056 | 0.59% | — | 301 | +15,531 | New | Q1 2026 | May 01, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 34,669 | 2,053 | 0.2% | 0.19% | 302 | +1 | 0.0% | Q1 2026 | May 06, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 33,515 | 1,984 | 0.26% | 0.2% | 303 | +1,750 | 5.51% | Q1 2026 | Apr 22, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 33,318 | 1,973 | 0.28% | 0.76% | 304 | -63,530 | -65.6% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 31,895 | 1,888 | 0.06% | 0.04% | 305 | -140 | -0.44% | Q1 2026 | Apr 23, 2026 |
| L2 Asset Management, LLC | History | Added to | 31,588 | 1,870 | 0.18% | 0.15% | 306 | +11,635 | 58.31% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 31,572 | 1,869 | 0.01% | 0.01% | 307 | +6,649 | 26.68% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 31,537 | 1,867 | 0.51% | 0.57% | 308 | -5,496 | -14.84% | Q1 2026 | May 13, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 31,520 | 1,866 | 1.02% | 0.98% | 309 | +341 | 1.09% | Q1 2026 | Apr 21, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 31,219 | 1,848 | 1.24% | 1.33% | 310 | +782 | 2.57% | Q1 2026 | Apr 16, 2026 |
| Downshift Financial, LLC | History | Added to | 28,335 | 1,787 | 0.93% | 1.02% | 311 | +1,207 | 4.45% | Q1 2026 | Apr 29, 2026 |
| Rossby Financial, LCC | History | Added to | 29,924 | 1,786 | 0.36% | 0.0% | 312 | +29,853 | 42046.48% | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 29,915 | 1,771 | 0.61% | 0.58% | 313 | +2,338 | 8.48% | Q1 2026 | Apr 28, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 30,114 | 1,758 | 0.23% | 0.78% | 314 | -69,018 | -69.62% | Q1 2026 | Apr 30, 2026 |
| Cavalier Investments, LLC | History | Reduced | 29,539 | 1,749 | 0.05% | 0.09% | 315 | -2,100 | -6.64% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Reduced | 29,510 | 1,747 | 0.31% | 0.33% | 316 | -1,462 | -4.72% | Q1 2026 | Apr 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 29,431 | 1,742 | 0.21% | 0.29% | 317 | -10,181 | -25.7% | Q1 2026 | Apr 08, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 29,107 | 1,723 | 0.1% | 0.08% | 318 | +9,101 | 45.49% | Q1 2026 | May 11, 2026 |
| Midwest Financial Network, LLC | History | Added to | 29,065 | 1,721 | 1.37% | 0.76% | 319 | +11,993 | 70.25% | Q1 2026 | Jun 04, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 29,052 | 1,718 | 0.13% | 0.05% | 320 | +16,099 | 124.29% | Q1 2026 | May 20, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 28,444 | 1,684 | 0.03% | 0.03% | 321 | -3,728 | -11.59% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,324 | 1,677 | 0.02% | 0.02% | 322 | +548 | 1.97% | Q1 2026 | May 12, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 28,125 | 1,665 | 0.24% | 0.24% | 323 | -1,251 | -4.26% | Q1 2026 | Apr 27, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 28,120 | 1,665 | 0.62% | 0.62% | 324 | -66 | -0.23% | Q1 2026 | Apr 23, 2026 |
| Advisor Resource Council | History | Added to | 27,509 | 1,629 | 0.53% | 0.57% | 325 | +415 | 1.53% | Q1 2026 | May 07, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 27,100 | 1,604 | 0.24% | 0.26% | 326 | -2,651 | -8.91% | Q1 2026 | May 11, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 26,786 | 1,586 | 1.89% | 1.48% | 328 | -2,559 | -8.72% | Q1 2026 | Apr 28, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 24,818 | 1,586 | 0.11% | 0.12% | 327 | -2,451 | -8.99% | Q1 2026 | Apr 29, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 26,617 | 1,576 | 2.47% | 2.23% | 329 | +3,357 | 14.43% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 26,329 | 1,559 | 0.06% | 0.06% | 330 | -1,656 | -5.92% | Q1 2026 | Apr 28, 2026 |
| TKG Advisors, LLC | History | Reduced | 26,249 | 1,554 | 0.64% | 0.78% | 331 | -7,195 | -21.51% | Q1 2026 | Apr 24, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 26,219 | 1,552 | 0.34% | 0.33% | 332 | +185 | 0.71% | Q1 2026 | May 11, 2026 |
| Roundview Capital LLC | History | Added to | 26,003 | 1,539 | 0.1% | 0.09% | 333 | +235 | 0.91% | Q1 2026 | May 08, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 25,670 | 1,520 | 0.04% | 0.04% | 334 | +134 | 0.52% | Q1 2026 | May 12, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 25,288 | 1,497 | 1.23% | 1.16% | 335 | +667 | 2.71% | Q1 2026 | Apr 21, 2026 |
| Keystone Wealth Services, LLC | History | New | 24,877 | 1,473 | 0.31% | — | 337 | +24,877 | New | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 24,878 | 1,473 | 0.0% | 0.0% | 336 | +7,417 | 42.48% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 24,755 | 1,466 | 0.05% | 0.05% | 338 | +324 | 1.33% | Q1 2026 | Apr 07, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 24,699 | 1,462 | 0.85% | 0.46% | 339 | +11,796 | 91.42% | Q1 2026 | Apr 23, 2026 |
| Virtue Capital Management, LLC | History | New | 25,240 | 1,451 | 0.22% | — | 340 | +25,240 | New | Q1 2026 | May 07, 2026 |
| Brio Consultants, LLC | History | Added to | 21,927 | 1,409 | 0.17% | 0.16% | 341 | +57 | 0.26% | Q1 2026 | May 06, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 23,785 | 1,408 | 0.23% | 0.22% | 342 | +1,044 | 4.59% | Q1 2026 | Apr 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 23,433 | 1,387 | 0.05% | 0.04% | 343 | +3,301 | 16.4% | Q1 2026 | Apr 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 23,390 | 1,385 | 0.02% | 0.02% | 344 | +311 | 1.35% | Q1 2026 | May 01, 2026 |
| Independent Wealth Network Inc. | History | Added to | 23,311 | 1,380 | 0.41% | 0.13% | 345 | +15,902 | 214.63% | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 21,569 | 1,379 | 0.15% | 0.18% | 347 | -389 | -1.77% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 23,291 | 1,379 | 0.02% | 0.02% | 346 | +54 | 0.23% | Q1 2026 | May 13, 2026 |
| Apollon Financial, LLC | History | Added to | 23,250 | 1,376 | 0.19% | 0.15% | 348 | +5,427 | 30.45% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Reduced | 22,104 | 1,366 | 0.04% | 0.05% | 349 | -82 | -0.37% | Q1 2026 | Apr 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 23,013 | 1,362 | 0.08% | 0.07% | 350 | +2,201 | 10.58% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | Added to | 21,060 | 1,346 | 0.02% | 0.01% | 351 | +13,247 | 169.55% | Q1 2026 | Apr 20, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 22,612 | 1,339 | 0.18% | 0.75% | 352 | -76,700 | -77.23% | Q1 2026 | Apr 27, 2026 |
| Worth Asset Management, LLC | History | New | 22,350 | 1,323 | 0.49% | — | 353 | +22,350 | New | Q1 2026 | Apr 17, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 22,176 | 1,313 | 1.0% | 1.03% | 354 | +848 | 3.98% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | Added to | 22,144 | 1,311 | 0.05% | 0.0% | 355 | +20,004 | 934.77% | Q1 2026 | Aug 10, 2026 |
| Navigation Group, LLC | History | New | 22,111 | 1,309 | 0.31% | — | 356 | +22,111 | New | Q1 2026 | May 05, 2026 |
| Compton Financial Group, LLC | History | Reduced | 22,039 | 1,305 | 0.29% | 0.35% | 357 | -4,641 | -17.4% | Q1 2026 | Apr 28, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 21,482 | 1,304 | 0.09% | 0.09% | 358 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nadler Financial Group, Inc. | History | New | 21,900 | 1,296 | 0.12% | — | 359 | +21,900 | New | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 21,822 | 1,292 | 0.01% | 0.01% | 360 | -199 | -0.9% | Q1 2026 | Apr 15, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 21,570 | 1,277 | 0.85% | 0.81% | 361 | -395 | -1.8% | Q1 2026 | Apr 21, 2026 |
| Curbstone Financial Management Corp | History | No change | 21,250 | 1,258 | 0.24% | 0.24% | 362 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 21,057 | 1,256 | 0.05% | — | 363 | +21,057 | New | Q1 2026 | May 14, 2026 |
| PAX Financial Group, LLC | History | Reduced | 21,078 | 1,248 | 0.21% | 0.22% | 364 | -1,338 | -5.97% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,692 | 1,225 | 0.02% | 0.02% | 365 | +2,181 | 11.78% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 20,647 | 1,222 | 0.0% | 0.0% | 366 | +20,490 | 13050.96% | Q1 2026 | May 13, 2026 |
| Northwest Wealth Advisors, LLC | History | Reduced | 19,992 | 1,183 | 0.84% | 0.92% | 367 | -474 | -2.32% | Q1 2026 | Apr 29, 2026 |
| BCS Wealth Management | History | Reduced | 19,965 | 1,182 | 0.24% | 0.21% | 368 | -15,704 | -44.03% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 19,853 | 1,175 | 0.02% | 0.01% | 369 | +9,058 | 83.91% | Q1 2026 | May 13, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 18,242 | 1,164 | 0.24% | 0.24% | 370 | -43 | -0.24% | Q1 2026 | May 04, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 19,633 | 1,162 | 0.31% | 0.31% | 371 | +39 | 0.2% | Q1 2026 | Apr 09, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 19,606 | 1,161 | 0.12% | 0.08% | 372 | +6,239 | 46.67% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Advisors, LLC | History | New | 19,288 | 1,142 | 0.15% | — | 373 | +19,288 | New | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 19,694 | 1,140 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 18,470 | 1,093 | 0.34% | 0.35% | 375 | -478 | -2.52% | Q1 2026 | May 13, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 18,400 | 1,089 | 0.71% | 0.71% | 376 | +530 | 2.97% | Q1 2026 | Apr 23, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 18,324 | 1,085 | 0.14% | 0.14% | 377 | -87 | -0.47% | Q1 2026 | May 04, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 18,129 | 1,073 | 1.02% | 0.87% | 378 | +2,714 | 17.61% | Q1 2026 | May 04, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 18,038 | 1,068 | 0.39% | 0.38% | 379 | +280 | 1.58% | Q1 2026 | Apr 17, 2026 |
| Mattson Financial Services, LLC | History | Added to | 17,994 | 1,065 | 0.25% | 0.24% | 380 | +444 | 2.53% | Q1 2026 | May 11, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 17,662 | 1,045 | 0.12% | 0.13% | 381 | -1,454 | -7.61% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 17,645 | 1,044 | 0.65% | 0.36% | 382 | -1,324 | -6.98% | Q1 2026 | May 01, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 17,512 | 1,037 | 0.13% | 0.14% | 383 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 17,448 | 1,033 | 0.38% | 0.37% | 384 | -882 | -4.81% | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 17,266 | 1,022 | 0.06% | 0.05% | 385 | +5,050 | 41.34% | Q1 2026 | Apr 29, 2026 |
| High Probability Advisors, LLC | History | Added to | 17,267 | 1,022 | 0.13% | 0.13% | 386 | +95 | 0.55% | Q1 2026 | Apr 10, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 16,268 | 1,020 | 0.14% | 0.17% | 387 | +850 | 5.51% | Q1 2026 | May 11, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 17,222 | 1,019 | 0.59% | 0.71% | 388 | -2,924 | -14.51% | Q1 2026 | Apr 24, 2026 |
| Capital Management Associates, Inc | History | Added to | 17,117 | 1,013 | 0.23% | 0.22% | 389 | +53 | 0.31% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 17,077 | 1,011 | 0.25% | 0.24% | 390 | +1,150 | 7.22% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 17,438 | 1,009 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 17,020 | 1,007 | 0.28% | 0.33% | 392 | -2,683 | -13.62% | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 16,962 | 1,004 | 0.09% | 0.1% | 393 | -3,303 | -16.3% | Q1 2026 | Apr 30, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 16,696 | 988 | 0.3% | 0.29% | 394 | -9 | -0.05% | Q1 2026 | May 20, 2026 |
| River Street Advisors LLC | History | Added to | 16,670 | 987 | 0.33% | 0.35% | 395 | +324 | 1.98% | Q1 2026 | Apr 21, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 17,963 | 982 | 0.09% | 0.09% | 396 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 16,517 | 978 | 0.05% | 0.04% | 397 | +2,493 | 17.78% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 16,409 | 971 | 0.02% | 0.01% | 398 | +12,052 | 276.61% | Q1 2026 | May 15, 2026 |
| Orin Green Financial, LLC | History | Reduced | 16,376 | 969 | 0.4% | 0.38% | 399 | -24 | -0.15% | Q1 2026 | Apr 29, 2026 |
| Balefire, LLC | History | Added to | 16,323 | 966 | 0.18% | 0.17% | 400 | +1,300 | 8.65% | Q1 2026 | May 07, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 16,268 | 963 | 0.39% | 0.37% | 401 | +530 | 3.37% | Q1 2026 | May 08, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 16,210 | 959 | 0.18% | 0.17% | 402 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | Reduced | 16,129 | 955 | 0.03% | 0.03% | 403 | -293 | -1.78% | Q1 2026 | May 14, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 16,052 | 950 | 0.21% | 0.2% | 404 | +932 | 6.16% | Q1 2026 | Apr 20, 2026 |
| Trilogy Capital Inc. | History | Added to | 16,046 | 950 | 0.04% | 0.04% | 405 | +275 | 1.74% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 16,021 | 948 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 15,898 | 941 | 0.34% | 0.33% | 407 | +564 | 3.68% | Q1 2026 | May 06, 2026 |
| Global Financial Private Client, LLC | History | Added to | 15,797 | 935 | 0.31% | 0.3% | 408 | +1,107 | 7.54% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 15,062 | 933 | 0.14% | 0.15% | 409 | -981 | -6.11% | Q1 2026 | Apr 16, 2026 |
| Krilogy Financial LLC | History | Added to | 14,592 | 914 | 0.03% | 0.03% | 410 | +16 | 0.11% | Q1 2026 | Apr 17, 2026 |
| Aldebaran Financial Inc. | History | Reduced | 15,382 | 910 | 0.86% | 0.84% | 411 | -51 | -0.33% | Q1 2026 | May 14, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 15,341 | 908 | 0.59% | 0.49% | 412 | +3,502 | 29.58% | Q1 2026 | May 08, 2026 |
| Second Line Capital, LLC | History | Reduced | 14,174 | 904 | 0.17% | 0.18% | 413 | -632 | -4.27% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,138 | 896 | 0.0% | 0.0% | 414 | +3,474 | 29.78% | Q1 2026 | May 15, 2026 |
| Fusion Family Wealth, LLC | History | No change | 14,891 | 881 | 0.07% | 0.07% | 415 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 14,728 | 872 | 0.02% | 0.02% | 416 | +15 | 0.1% | Q1 2026 | May 12, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 14,600 | 864 | 0.22% | 0.25% | 417 | -572 | -3.77% | Q1 2026 | May 11, 2026 |
| Valpey Financial Services, LLC | History | Added to | 14,541 | 861 | 0.56% | 0.52% | 418 | +477 | 3.39% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | Reduced | 14,513 | 859 | 0.22% | 0.24% | 419 | -357 | -2.4% | Q1 2026 | May 07, 2026 |
| VCI Wealth Management LLC | History | Added to | 14,303 | 847 | 0.23% | 0.09% | 420 | +8,675 | 154.14% | Q1 2026 | Apr 21, 2026 |
| Ethos Financial Group, LLC | History | No change | 14,276 | 845 | 0.06% | 0.06% | 421 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 14,152 | 838 | 1.87% | 1.87% | 422 | -303 | -2.1% | Q1 2026 | Apr 27, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 14,098 | 834 | 0.29% | 0.31% | 423 | -1,147 | -7.52% | Q1 2026 | Apr 27, 2026 |
| BIP Wealth, LLC | History | Reduced | 14,026 | 830 | 0.03% | 0.04% | 424 | -3,551 | -20.2% | Q1 2026 | Apr 27, 2026 |
| HORAN Wealth, LLC | History | No change | 14,053 | 813 | 0.08% | 0.12% | 425 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sachetta, LLC | History | Added to | 13,696 | 811 | 0.44% | 0.43% | 426 | +43 | 0.31% | Q1 2026 | May 01, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 13,678 | 810 | 0.25% | 0.24% | 427 | -336 | -2.4% | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 13,629 | 807 | 0.06% | 0.06% | 428 | +385 | 2.91% | Q1 2026 | May 05, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 13,511 | 800 | 0.23% | 0.22% | 429 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Reduced | 13,387 | 792 | 0.02% | 0.02% | 430 | -164 | -1.21% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | Added to | 13,331 | 789 | 0.16% | 0.16% | 431 | +41 | 0.31% | Q1 2026 | Apr 09, 2026 |
| Fortitude Family Office, LLC | History | No change | 13,197 | 781 | 0.17% | 0.18% | 432 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WorthPointe, LLC | History | Reduced | 13,154 | 778 | 0.21% | 0.23% | 434 | -2,205 | -14.36% | Q1 2026 | May 12, 2026 |
| F/m Investments LLC | History | Reduced | 13,136 | 778 | 0.05% | 0.03% | 433 | -121 | -0.91% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 13,131 | 777 | 0.02% | 0.01% | 435 | -1,808 | -12.1% | Q1 2026 | Apr 29, 2026 |
| MGB Wealth Management, LLC | History | No change | 13,366 | 774 | 0.22% | 0.22% | 436 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 13,022 | 771 | 0.13% | 0.13% | 437 | +313 | 2.46% | Q1 2026 | Apr 23, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 11,629 | 754 | 0.01% | 0.02% | 438 | -59 | -0.5% | Q1 2026 | May 11, 2026 |
| Vawter Financial, Ltd. | History | No change | 12,747 | 754 | 0.32% | 0.31% | 439 | 0 | 0.0% | Q1 2026 | Aug 04, 2026 |
| COMERICA BANK | History | No change | 12,955 | 750 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Balance Wealth, LLC | History | Reduced | 12,501 | 740 | 0.23% | 0.56% | 441 | -17,579 | -58.44% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Added to | 12,453 | 737 | 0.04% | 0.03% | 442 | +291 | 2.39% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Added to | 12,437 | 736 | 0.04% | 0.04% | 443 | +844 | 7.28% | Q1 2026 | Apr 23, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 12,313 | 729 | 0.05% | 0.04% | 444 | -213 | -1.7% | Q1 2026 | May 11, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 12,237 | 724 | 0.41% | 0.44% | 445 | -1,237 | -9.18% | Q1 2026 | Apr 09, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 12,200 | 722 | 0.08% | 0.08% | 446 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,191 | 721 | 0.0% | 0.0% | 448 | +2,832 | 30.26% | Q1 2026 | May 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 12,187 | 721 | 0.08% | 0.08% | 447 | -48 | -0.39% | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Reduced | 12,000 | 710 | 0.02% | 0.02% | 449 | -412 | -3.32% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 11,854 | 701 | 0.19% | 0.22% | 450 | -5 | -0.04% | Q1 2026 | May 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 11,800 | 698 | 0.03% | 0.02% | 451 | +600 | 5.36% | Q1 2026 | May 01, 2026 |
| BRIGHTON JONES LLC | History | New | 11,750 | 695 | 0.02% | — | 452 | +11,750 | New | Q1 2026 | Aug 06, 2026 |
| Fiduciary Alliance LLC | History | Added to | 11,064 | 692 | 0.04% | 0.04% | 453 | +1,561 | 16.43% | Q1 2026 | Apr 20, 2026 |
| ERn Financial, LLC | History | Reduced | 11,684 | 691 | 0.13% | 0.14% | 454 | -1,256 | -9.71% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 10,945 | 686 | 0.01% | 0.02% | 455 | +4,582 | 72.01% | Q1 2026 | May 01, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 11,583 | 685 | 0.1% | 0.1% | 456 | -462 | -3.84% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 11,530 | 682 | 0.01% | 0.01% | 457 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 11,507 | 681 | 0.03% | 0.01% | 458 | +9,586 | 499.01% | Q1 2026 | May 18, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 11,441 | 677 | 0.41% | 0.4% | 459 | +320 | 2.88% | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,379 | 673 | 0.0% | 0.0% | 460 | +1,100 | 10.7% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,276 | 667 | 0.0% | 0.0% | 461 | +7,618 | 208.26% | Q1 2026 | Apr 27, 2026 |
| Caitlin John, LLC | History | Reduced | 11,259 | 666 | 0.4% | 0.49% | 462 | -1,577 | -12.29% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,226 | 664 | 0.02% | 0.02% | 463 | +1,389 | 14.12% | Q1 2026 | May 14, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 11,183 | 662 | 0.12% | 0.09% | 464 | +2,666 | 31.3% | Q1 2026 | Apr 27, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 10,913 | 646 | 0.26% | 0.24% | 465 | +526 | 5.06% | Q1 2026 | Apr 24, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 10,786 | 638 | 0.0% | 0.0% | 466 | -12 | -0.11% | Q1 2026 | May 14, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 10,724 | 635 | 0.17% | 0.18% | 467 | -33 | -0.31% | Q1 2026 | Apr 23, 2026 |
| WNY Asset Management, LLC | History | New | 10,601 | 627 | 0.06% | — | 469 | +10,601 | New | Q1 2026 | May 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,601 | 627 | 0.04% | 0.03% | 468 | +2,811 | 36.08% | Q1 2026 | Apr 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,565 | 625 | 0.03% | 0.02% | 470 | +4,111 | 63.7% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 10,511 | 622 | 0.2% | 0.21% | 471 | -68 | -0.64% | Q1 2026 | Apr 24, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 10,407 | 616 | 0.03% | 0.06% | 472 | -13,097 | -55.72% | Q1 2026 | May 06, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 10,382 | 614 | 0.39% | 0.38% | 473 | -223 | -2.1% | Q1 2026 | May 11, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 10,351 | 612 | 0.42% | 1.73% | 474 | -31,400 | -75.21% | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 10,320 | 611 | 0.05% | 0.05% | 475 | -47 | -0.45% | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | Reduced | 10,271 | 608 | 0.0% | 0.0% | 476 | -3,484 | -25.33% | Q1 2026 | May 06, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 10,165 | 601 | 0.08% | 0.07% | 477 | -465 | -4.37% | Q1 2026 | Apr 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 10,116 | 599 | 0.02% | 0.02% | 478 | -33 | -0.33% | Q1 2026 | May 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 9,635 | 595 | 0.08% | 0.11% | 479 | -3,766 | -28.1% | Q1 2026 | Apr 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 10,057 | 595 | 0.03% | 0.03% | 480 | +21 | 0.21% | Q1 2026 | Jun 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 10,030 | 593 | 0.47% | 0.47% | 481 | -309 | -2.99% | Q1 2026 | Apr 21, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 9,746 | 577 | 0.3% | 0.25% | 482 | +46 | 0.47% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,728 | 576 | 0.0% | 0.0% | 483 | +329 | 3.5% | Q1 2026 | Apr 15, 2026 |
| COMMERCE BANK | History | Added to | 9,549 | 565 | 0.0% | 0.0% | 484 | +682 | 7.69% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 9,509 | 563 | 0.02% | 0.01% | 485 | +5,189 | 120.12% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 9,523 | 563 | 0.21% | 0.2% | 486 | +116 | 1.23% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | Added to | 9,500 | 562 | 0.04% | 0.04% | 487 | +654 | 7.39% | Q1 2026 | May 13, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 9,490 | 562 | 0.4% | 0.35% | 488 | +302 | 3.29% | Q1 2026 | May 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 9,470 | 560 | 0.16% | 0.16% | 489 | +6 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Goldstein Advisors, LLC | History | No change | 9,452 | 559 | 0.06% | 0.06% | 490 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 9,411 | 557 | 0.18% | 0.18% | 491 | -262 | -2.71% | Q1 2026 | May 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 9,390 | 556 | 0.03% | 0.05% | 492 | -6,327 | -40.26% | Q1 2026 | Apr 20, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 9,366 | 554 | 0.15% | 0.15% | 493 | -196 | -2.05% | Q1 2026 | Apr 21, 2026 |
| Lutz Financial Services LLC | History | No change | 9,264 | 548 | 0.04% | 0.04% | 494 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 9,098 | 538 | 0.97% | 0.98% | 495 | +270 | 3.06% | Q1 2026 | Apr 14, 2026 |
| MOTCO | History | No change | 9,028 | 534 | 0.05% | 0.05% | 496 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sollinda Capital Management LLC | History | Added to | 8,987 | 532 | 0.13% | 0.13% | 497 | +32 | 0.36% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,834 | 523 | 0.0% | 0.0% | 498 | -476 | -5.11% | Q1 2026 | May 08, 2026 |
| Inspire Advisors, LLC | History | New | 8,800 | 521 | 0.04% | — | 499 | +8,800 | New | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | No change | 8,632 | 511 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Added to | 8,553 | 506 | 0.06% | 0.07% | 501 | +253 | 3.05% | Q1 2026 | Apr 21, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 8,515 | 504 | 0.03% | 0.11% | 502 | -25,751 | -75.15% | Q1 2026 | May 01, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 8,505 | 503 | 0.08% | 0.08% | 503 | -144 | -1.66% | Q1 2026 | May 06, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 8,482 | 502 | 0.12% | 0.12% | 504 | -399 | -4.49% | Q1 2026 | Apr 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 8,477 | 501 | 0.02% | — | 505 | +8,477 | New | Q1 2026 | Apr 15, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,424 | 498 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 8,374 | 495 | 0.1% | 0.1% | 507 | -676 | -7.47% | Q1 2026 | Apr 21, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 8,279 | 490 | 0.27% | 0.27% | 508 | -81 | -0.97% | Q1 2026 | Apr 27, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 8,245 | 488 | 0.14% | 0.15% | 509 | -516 | -5.89% | Q1 2026 | Apr 23, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 8,221 | 486 | 0.12% | 0.47% | 510 | -742 | -8.28% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,127 | 481 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Convergence Financial, LLC | History | Added to | 8,018 | 475 | 0.05% | 0.03% | 512 | +4,012 | 100.15% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 8,007 | 474 | 0.0% | 0.0% | 513 | -1,914 | -19.29% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 7,960 | 471 | 0.01% | 0.01% | 514 | +4 | 0.05% | Q1 2026 | May 14, 2026 |
| Integrity Wealth Partners, LLC | History | New | 7,943 | 470 | 0.42% | — | 515 | +7,943 | New | Q1 2026 | Apr 27, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 7,917 | 468 | 0.3% | 0.34% | 516 | -1,202 | -13.18% | Q1 2026 | Apr 21, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 7,889 | 467 | 0.13% | 0.17% | 517 | +260 | 3.41% | Q1 2026 | Apr 29, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 7,862 | 465 | 0.29% | 0.28% | 518 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Texas Yale Capital Corp. | History | No change | 7,850 | 464 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 7,772 | 460 | 0.11% | 0.1% | 521 | +326 | 4.38% | Q1 2026 | May 08, 2026 |
| Falcon Wealth Planning | History | Reduced | 7,778 | 460 | 0.03% | 0.04% | 520 | -241 | -3.01% | Q1 2026 | Apr 20, 2026 |
| Opulen Financial Group LLC | History | Added to | 7,772 | 460 | 0.32% | 0.32% | 522 | +134 | 1.75% | Q1 2026 | Apr 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 7,732 | 457 | 0.04% | 0.03% | 523 | +399 | 5.44% | Q1 2026 | Apr 23, 2026 |
| Curi Capital, LLC | History | Added to | 7,484 | 443 | 0.01% | 0.01% | 524 | +115 | 1.56% | Q1 2026 | May 15, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 7,375 | 436 | 0.29% | 0.26% | 525 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 7,282 | 431 | 0.12% | 0.12% | 527 | +300 | 4.3% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Reduced | 7,293 | 431 | 0.01% | 0.01% | 526 | -158 | -2.12% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 7,074 | 418 | 0.0% | — | 528 | +7,074 | New | Q1 2026 | Jun 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 7,055 | 417 | 0.26% | — | 530 | +7,055 | New | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 7,049 | 417 | 0.0% | 0.01% | 529 | -699 | -9.02% | Q1 2026 | May 06, 2026 |
| KPP Advisory Services LLC | History | Added to | 7,014 | 415 | 0.06% | 0.06% | 531 | +341 | 5.11% | Q1 2026 | Apr 24, 2026 |
| WASHINGTON TRUST Co | History | New | 6,979 | 413 | 0.01% | — | 532 | +6,979 | New | Q1 2026 | Apr 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,965 | 412 | 0.01% | 0.01% | 533 | -920 | -11.67% | Q1 2026 | Apr 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 6,949 | 411 | 0.01% | 0.01% | 534 | -163 | -2.29% | Q1 2026 | May 05, 2026 |
| WealthPoint Financial, LLC | History | Added to | 6,925 | 410 | 0.34% | 0.3% | 535 | +1,031 | 17.49% | Q1 2026 | Jun 26, 2026 |
| Ballentine Partners, LLC | History | Added to | 6,892 | 408 | 0.01% | 0.0% | 536 | +2,804 | 68.59% | Q1 2026 | May 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 6,835 | 404 | 0.06% | 0.06% | 537 | +21 | 0.31% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 6,478 | 401 | 0.02% | 0.02% | 538 | -266 | -3.94% | Q1 2026 | Apr 17, 2026 |
| Values Added Financial LLC | History | Added to | 6,769 | 400 | 0.17% | 0.15% | 539 | +651 | 10.64% | Q1 2026 | Apr 20, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 6,258 | 399 | 0.08% | 0.09% | 540 | +172 | 2.83% | Q1 2026 | Apr 28, 2026 |
| Jordan Park Group LLC | History | Reduced | 6,648 | 393 | 0.02% | 0.03% | 541 | -2,050 | -23.57% | Q1 2026 | May 11, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 6,566 | 388 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 6,540 | 387 | 0.01% | 0.01% | 543 | +2,177 | 49.9% | Q1 2026 | May 06, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 6,510 | 385 | 0.16% | 0.09% | 545 | +2,732 | 72.31% | Q1 2026 | Apr 22, 2026 |
| American Money Management, LLC | History | No change | 6,505 | 385 | 0.06% | 0.06% | 544 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SFM, LLC | History | Reduced | 6,497 | 384 | 0.23% | 0.25% | 546 | -1,000 | -13.34% | Q1 2026 | Apr 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,619 | 383 | 0.02% | 0.02% | 547 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sigma Planning Corp | History | Reduced | 6,455 | 382 | 0.01% | 0.01% | 548 | -494 | -7.11% | Q1 2026 | May 04, 2026 |
| NWAM LLC | History | Reduced | 6,448 | 381 | 0.02% | 0.02% | 549 | -101 | -1.54% | Q1 2026 | May 04, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 6,427 | 380 | 0.32% | 0.53% | 550 | -5,248 | -44.95% | Q1 2026 | Apr 24, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 6,424 | 380 | 0.06% | 0.06% | 551 | -62 | -0.96% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 6,392 | 378 | 0.0% | 0.0% | 552 | +963 | 17.74% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,397 | 378 | 0.01% | 0.01% | 553 | +747 | 13.22% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,316 | 374 | 0.02% | 0.01% | 554 | +2,273 | 56.22% | Q1 2026 | Apr 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 6,315 | 373 | 0.11% | 0.12% | 555 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 6,200 | 367 | 0.0% | — | 557 | +6,200 | New | Q1 2026 | May 15, 2026 |
| HEADINVEST, LLC | History | Added to | 6,200 | 367 | 0.08% | 0.05% | 556 | +2,026 | 48.54% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | New | 6,157 | 364 | 0.27% | — | 558 | +6,157 | New | Q1 2026 | May 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 6,124 | 362 | 0.01% | 0.01% | 559 | +362 | 6.28% | Q1 2026 | May 07, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 6,105 | 361 | 0.07% | 0.06% | 560 | +3 | 0.05% | Q1 2026 | Apr 30, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 6,080 | 360 | 0.12% | 0.12% | 561 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beckerman Institutional, LLC | History | No change | 6,081 | 360 | 0.19% | 0.2% | 562 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 6,012 | 356 | 0.02% | 0.02% | 563 | -1,310 | -17.89% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,924 | 353 | 0.02% | 0.01% | 564 | +960 | 19.34% | Q1 2026 | May 12, 2026 |
| October Effect Ltd | History | Added to | 5,927 | 350 | 0.4% | 0.29% | 565 | +1,439 | 32.06% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 5,422 | 348 | 0.01% | 0.01% | 566 | +368 | 7.28% | Q1 2026 | May 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 5,872 | 347 | 0.15% | 0.1% | 567 | +2,071 | 54.49% | Q1 2026 | May 27, 2026 |
| Scarborough Advisors, LLC | History | Added to | 5,849 | 346 | 0.04% | 0.06% | 568 | +11 | 0.19% | Q1 2026 | May 07, 2026 |
| Balboa Wealth Partners | History | Reduced | 5,831 | 345 | 0.06% | 0.06% | 569 | -168 | -2.8% | Q1 2026 | Apr 16, 2026 |
| Marion Wealth Management | History | Reduced | 5,714 | 338 | 0.07% | 0.09% | 570 | -872 | -13.24% | Q1 2026 | May 12, 2026 |
| Vertex Planning Partners, LLC | History | No change | 5,702 | 337 | 0.07% | 0.08% | 571 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 5,676 | 336 | 0.06% | 0.06% | 573 | -134 | -2.31% | Q1 2026 | Apr 17, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 5,690 | 336 | 0.03% | 0.03% | 574 | +4 | 0.07% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,814 | 336 | 0.0% | 0.0% | 572 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 5,625 | 333 | 0.01% | 0.01% | 575 | +1,329 | 30.94% | Q1 2026 | Apr 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 5,592 | 331 | 0.12% | 0.12% | 576 | -141 | -2.46% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | Added to | 5,539 | 328 | 0.0% | 0.0% | 577 | +3,907 | 239.4% | Q1 2026 | May 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 5,534 | 327 | 0.1% | 0.09% | 578 | +281 | 5.35% | Q1 2026 | Apr 30, 2026 |
| APS Management Group, Inc. | History | Reduced | 5,515 | 326 | 0.28% | 0.27% | 579 | -38 | -0.68% | Q1 2026 | Apr 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 5,495 | 325 | 0.07% | 0.07% | 580 | -143 | -2.54% | Q1 2026 | Apr 14, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 5,228 | 323 | 0.31% | 0.31% | 581 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 5,190 | 320 | 0.09% | 0.08% | 582 | +11 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 5,391 | 319 | 0.0% | 0.0% | 583 | -396 | -6.84% | Q1 2026 | May 01, 2026 |
| Truepoint, Inc. | History | Added to | 5,390 | 319 | 0.01% | 0.01% | 584 | +2 | 0.04% | Q1 2026 | May 08, 2026 |
| DAVIS R M INC | History | Reduced | 5,371 | 318 | 0.01% | 0.01% | 585 | -1,725 | -24.31% | Q1 2026 | May 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 5,375 | 318 | 0.09% | 0.08% | 586 | -13 | -0.24% | Q1 2026 | Apr 16, 2026 |
| Innovative Wealth Building LLC | History | Added to | 5,307 | 314 | 0.22% | 0.22% | 588 | +36 | 0.68% | Q1 2026 | May 01, 2026 |
| Orion Capital Management LLC | History | No change | 5,315 | 314 | 0.11% | 0.1% | 587 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aureum Wealth Management, LLC | History | New | 5,202 | 308 | 0.21% | — | 589 | +5,202 | New | Q1 2026 | Apr 22, 2026 |
| Paladin Wealth, LLC | History | Added to | 5,189 | 307 | 0.21% | 0.18% | 591 | +705 | 15.72% | Q1 2026 | Apr 16, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 5,199 | 307 | 0.05% | 0.05% | 590 | -125 | -2.35% | Q1 2026 | Apr 28, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 5,176 | 306 | 0.18% | 0.17% | 592 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | Reduced | 5,164 | 305 | 0.14% | 0.13% | 594 | -45 | -0.86% | Q1 2026 | Apr 27, 2026 |
| Ironwood Financial, llc | History | No change | 5,156 | 305 | 0.05% | 0.05% | 593 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WLTH Capital Management, LLC | History | Added to | 5,113 | 302 | 0.24% | 0.25% | 596 | +1 | 0.02% | Q1 2026 | Apr 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5,100 | 302 | 0.03% | 0.03% | 595 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 5,095 | 301 | 0.13% | 0.16% | 597 | -1,122 | -18.05% | Q1 2026 | May 06, 2026 |
| Brown Financial Advisors | History | Added to | 5,093 | 301 | 0.11% | 0.09% | 598 | +985 | 23.98% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Reduced | 5,080 | 300 | 0.03% | 0.03% | 599 | -50 | -0.97% | Q1 2026 | Apr 22, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 5,055 | 299 | 0.0% | 0.0% | 600 | +429 | 9.27% | Q1 2026 | May 14, 2026 |
| Diligent Investors, LLC | History | No change | 5,065 | 299 | 0.07% | 0.07% | 601 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 5,184 | 298 | 0.1% | 0.1% | 602 | -122 | -2.3% | Q1 2026 | Apr 27, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 4,933 | 292 | 0.08% | 0.09% | 603 | -384 | -7.22% | Q1 2026 | Apr 14, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 4,865 | 291 | 0.05% | 0.07% | 604 | -2,215 | -31.29% | Q1 2026 | Apr 07, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 4,900 | 290 | 0.07% | 0.08% | 606 | +61 | 1.26% | Q1 2026 | Apr 28, 2026 |
| Mattern Wealth Management LLC | History | No change | 4,906 | 290 | 0.06% | 0.05% | 605 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,893 | 289 | 0.0% | 0.0% | 607 | +282 | 6.12% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,865 | 288 | 0.0% | — | 608 | +4,865 | New | Q1 2026 | May 14, 2026 |
| Optimist Retirement Group LLC | History | Added to | 4,817 | 285 | 0.13% | 0.13% | 609 | +4 | 0.08% | Q1 2026 | May 11, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 4,810 | 284 | 0.32% | 0.32% | 610 | -300 | -5.87% | Q1 2026 | Apr 21, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 4,788 | 283 | 0.01% | 0.01% | 611 | +570 | 13.51% | Q1 2026 | Apr 09, 2026 |
| Quartz Partners, LLC | History | New | 4,765 | 282 | 0.11% | — | 612 | +4,765 | New | Q1 2026 | May 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,753 | 281 | 0.01% | 0.01% | 613 | +298 | 6.69% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 4,701 | 278 | 0.0% | — | 614 | +4,701 | New | Q1 2026 | May 08, 2026 |
| PCB Capital LLC | History | Added to | 4,678 | 277 | 0.44% | 0.39% | 616 | +429 | 10.1% | Q1 2026 | Apr 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 4,688 | 277 | 0.2% | 0.22% | 615 | +7 | 0.15% | Q1 2026 | Apr 27, 2026 |
| Conservest Capital Advisors, Inc. | History | New | 4,667 | 276 | 0.03% | — | 617 | +4,667 | New | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 4,660 | 275 | 0.0% | 0.0% | 618 | +343 | 7.95% | Q1 2026 | May 15, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 4,620 | 273 | 0.21% | 0.22% | 619 | +14 | 0.3% | Q1 2026 | May 05, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 4,584 | 271 | 0.13% | 0.14% | 620 | +3 | 0.07% | Q1 2026 | Apr 16, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 4,552 | 269 | 0.28% | 0.27% | 622 | -212 | -4.45% | Q1 2026 | Apr 21, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 4,552 | 269 | 0.04% | 0.04% | 621 | +3 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Altrius Capital Management Inc | History | Added to | 4,527 | 268 | 0.05% | 0.05% | 624 | +229 | 5.33% | Q1 2026 | May 05, 2026 |
| Investmark Advisory Group LLC | History | No change | 4,534 | 268 | 0.11% | 0.11% | 623 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 4,514 | 267 | 0.0% | — | 625 | +4,514 | New | Q1 2026 | May 15, 2026 |
| Goodman Financial Corp | History | Reduced | 4,481 | 265 | 0.05% | 0.05% | 626 | -10 | -0.22% | Q1 2026 | May 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,349 | 257 | 0.05% | 0.07% | 628 | -1,056 | -19.54% | Q1 2026 | Apr 15, 2026 |
| VANGUARD GROUP INC | History | No change | 4,448 | 257 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 4,308 | 255 | 0.0% | — | 630 | +4,308 | New | Q1 2026 | Apr 20, 2026 |
| Dynamic Financial Group | History | Added to | 4,307 | 255 | 0.21% | 0.21% | 629 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| Five Oceans Advisors | History | Reduced | 4,278 | 253 | 0.09% | 0.09% | 631 | -181 | -4.06% | Q1 2026 | Apr 07, 2026 |
| My Personal CFO, LLC | History | No change | 4,228 | 250 | 0.11% | 0.1% | 632 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,209 | 249 | 0.0% | 0.0% | 634 | -776 | -15.57% | Q1 2026 | May 11, 2026 |
| Denver PWM, LLC | History | Reduced | 3,853 | 249 | 0.09% | 0.07% | 633 | -100 | -2.53% | Q1 2026 | May 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 4,193 | 248 | 0.08% | 0.08% | 635 | +178 | 4.43% | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | No change | 4,163 | 246 | 0.2% | 0.18% | 636 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aegis Wealth Management, Inc. | History | New | 4,144 | 245 | 0.19% | — | 638 | +4,144 | New | Q1 2026 | Apr 20, 2026 |
| Tranquility Partners, LLC | History | Reduced | 4,149 | 245 | 0.09% | 0.09% | 637 | -139 | -3.24% | Q1 2026 | Apr 20, 2026 |
| Old Port Advisors | History | Added to | 4,049 | 239 | 0.06% | 0.06% | 639 | +23 | 0.57% | Q1 2026 | Apr 06, 2026 |
| Round Rock Advisors LLC | History | Reduced | 4,025 | 238 | 0.04% | 0.04% | 640 | -120 | -2.9% | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | No change | 3,992 | 236 | 0.03% | 0.03% | 641 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vestment Financial LLC | History | No change | 3,679 | 236 | 0.11% | 0.12% | 642 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MAYPORT, LLC | History | New | 3,983 | 235 | 0.04% | — | 643 | +3,983 | New | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | No change | 3,920 | 232 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 3,868 | 230 | 0.04% | 0.07% | 645 | -3,153 | -44.91% | Q1 2026 | May 04, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 3,880 | 229 | 0.05% | 0.05% | 646 | -41 | -1.05% | Q1 2026 | May 08, 2026 |
| MATAURO, LLC | History | Reduced | 3,851 | 228 | 0.03% | 0.04% | 647 | -1,106 | -22.31% | Q1 2026 | Apr 22, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 3,843 | 227 | 0.01% | 0.01% | 648 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 3,825 | 226 | 0.02% | 0.02% | 649 | -1,035 | -21.3% | Q1 2026 | May 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 3,811 | 225 | 0.04% | 0.04% | 650 | +63 | 1.68% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | New | 3,799 | 224 | 0.01% | — | 652 | +3,799 | New | Q1 2026 | May 04, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 3,793 | 224 | 0.09% | 0.09% | 651 | -11 | -0.29% | Q1 2026 | Apr 29, 2026 |
| NORDEN GROUP LLC | History | Reduced | 3,781 | 223 | 0.02% | 0.02% | 653 | -94 | -2.43% | Q1 2026 | Apr 15, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 3,742 | 221 | 0.15% | 0.15% | 654 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 3,711 | 219 | 0.07% | 0.07% | 655 | +37 | 1.01% | Q1 2026 | Apr 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 3,431 | 218 | 0.05% | 0.36% | 657 | -22,722 | -86.88% | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | Reduced | 3,686 | 218 | 0.0% | 0.01% | 656 | -1,828 | -33.15% | Q1 2026 | May 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 3,661 | 216 | 0.15% | 0.15% | 658 | +22 | 0.6% | Q1 2026 | May 04, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 3,635 | 215 | 0.06% | 0.06% | 659 | +136 | 3.89% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,550 | 210 | 0.02% | 0.02% | 660 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 3,545 | 209 | 0.12% | 0.12% | 661 | -120 | -3.27% | Q1 2026 | May 01, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 3,538 | 209 | 0.02% | 0.03% | 662 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Uptown Financial Advisors LLC | History | New | 3,513 | 208 | 0.17% | — | 664 | +3,513 | New | Q1 2026 | Apr 13, 2026 |
| Certified Advisory Corp | History | Reduced | 3,522 | 208 | 0.02% | 0.02% | 663 | -92 | -2.55% | Q1 2026 | Apr 17, 2026 |
| Arlington Trust Co LLC | History | Added to | 3,499 | 207 | 0.02% | 0.02% | 665 | +63 | 1.83% | Q1 2026 | Apr 08, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 3,483 | 206 | 0.1% | 0.1% | 666 | -16 | -0.46% | Q1 2026 | May 05, 2026 |
| Montis Financial, LLC | History | New | 3,434 | 203 | 0.04% | — | 667 | +3,434 | New | Q1 2026 | May 11, 2026 |
| Accurate Wealth Management, LLC | History | New | 3,295 | 203 | 0.02% | — | 668 | +3,295 | New | Q1 2026 | Apr 22, 2026 |
| Nilsine Partners, LLC | History | New | 3,180 | 203 | 0.02% | — | 669 | +3,180 | New | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,423 | 202 | 0.0% | 0.0% | 670 | -153 | -4.28% | Q1 2026 | Apr 07, 2026 |
| ETF Store, Inc. | History | New | 3,400 | 201 | 0.2% | — | 671 | +3,400 | New | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,411 | 196 | 0.01% | 0.01% | 672 | +502 | 17.26% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 3,195 | 189 | 0.01% | 0.01% | 673 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,177 | 189 | 0.01% | 0.01% | 674 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JDM Financial Group LLC | History | Added to | 3,159 | 187 | 0.07% | 0.07% | 675 | +1 | 0.03% | Q1 2026 | May 20, 2026 |
| NFSG Corp | History | Reduced | 3,151 | 186 | 0.03% | 0.03% | 676 | -23 | -0.72% | Q1 2026 | May 05, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 3,033 | 179 | 0.18% | 0.05% | 677 | +2,209 | 268.08% | Q1 2026 | Apr 22, 2026 |
| Strategic Investment Advisors / MI | History | New | 3,020 | 178 | 0.01% | — | 678 | +3,020 | New | Q1 2026 | May 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,003 | 177 | 0.0% | — | 679 | +3,003 | New | Q1 2026 | May 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 2,685 | 158 | 0.01% | — | 680 | +2,685 | New | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | Added to | 2,606 | 154 | 0.03% | 0.03% | 681 | +27 | 1.05% | Q1 2026 | May 13, 2026 |
| Rossmore Private Capital | History | Added to | 2,579 | 152 | 0.01% | 0.01% | 683 | +1,000 | 63.33% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,580 | 152 | 0.01% | 0.01% | 682 | -31 | -1.19% | Q1 2026 | May 12, 2026 |
| Front Row Advisors LLC | History | No change | 2,491 | 147 | 0.05% | 0.05% | 684 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 2,438 | 144 | 0.05% | 0.05% | 685 | -80 | -3.18% | Q1 2026 | May 13, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 2,197 | 130 | 0.16% | 1.37% | 686 | -43,883 | -95.23% | Q1 2026 | May 11, 2026 |
| Team Financial Group, LLC | History | Added to | 2,088 | 123 | 0.06% | 0.05% | 687 | +216 | 11.54% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,069 | 122 | 0.0% | 0.0% | 688 | +1,222 | 144.27% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | New | 2,000 | 118 | 0.01% | — | 690 | +2,000 | New | Q1 2026 | May 08, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,009 | 118 | 0.06% | 0.06% | 689 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CX Institutional | History | Reduced | 1,902 | 113 | 0.0% | 0.0% | 691 | -272 | -12.51% | Q1 2026 | Apr 06, 2026 |
| GGM Financial LLC | History | Reduced | 1,892 | 112 | 0.05% | 0.06% | 692 | -196 | -9.39% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 1,851 | 111 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hilltop National Bank | History | No change | 1,776 | 105 | 0.02% | 0.02% | 694 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,726 | 102 | 0.0% | 0.0% | 695 | -271 | -13.57% | Q1 2026 | Jun 02, 2026 |
| Napier Financial, LLC | History | New | 1,721 | 101 | 0.02% | — | 696 | +1,721 | New | Q1 2026 | May 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,613 | 95 | 0.03% | — | 698 | +1,613 | New | Q1 2026 | Apr 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,620 | 95 | 0.01% | 0.01% | 697 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,578 | 93 | 0.02% | 0.06% | 699 | -2,569 | -61.95% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,503 | 89 | 0.0% | 0.0% | 700 | -1,021 | -40.45% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 1,513 | 89 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1,506 | 89 | 0.07% | 0.06% | 702 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,392 | 82 | 0.0% | 0.0% | 704 | +907 | 187.01% | Q1 2026 | Apr 24, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,390 | 82 | 0.06% | 0.06% | 703 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 1,352 | 80 | 0.0% | 0.0% | 705 | +700 | 107.36% | Q1 2026 | May 05, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 1,292 | 77 | 0.04% | 0.04% | 706 | -20 | -1.52% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 1,257 | 74 | 0.01% | 0.0% | 707 | +406 | 47.71% | Q1 2026 | Apr 09, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,251 | 74 | 0.01% | 0.01% | 708 | +4 | 0.32% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,230 | 73 | 0.0% | 0.0% | 709 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 1,228 | 72 | 0.04% | — | 711 | +1,228 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,217 | 72 | 0.0% | 0.0% | 710 | +24 | 2.01% | Q1 2026 | Apr 27, 2026 |
| Graney & King, LLC | History | Added to | 1,182 | 69 | 0.04% | 0.04% | 713 | +34 | 2.96% | Q1 2026 | May 18, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,200 | 69 | 0.01% | 0.01% | 712 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PROTECTIVE LIFE CORP | History | New | 1,104 | 65 | 0.22% | — | 714 | +1,104 | New | Q1 2026 | May 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 1,057 | 62 | 0.03% | — | 716 | +1,057 | New | Q1 2026 | May 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,059 | 62 | 0.01% | 0.01% | 715 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BARCLAYS PLC | History | New | 1,000 | 59 | 0.0% | — | 717 | +1,000 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 969 | 57 | 0.0% | 0.01% | 718 | -287,100 | -99.66% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 963 | 57 | 0.01% | 0.01% | 719 | +211 | 28.06% | Q1 2026 | May 06, 2026 |
| Walsh & Associates, LLC | History | Added to | 956 | 56 | 0.06% | 0.05% | 720 | +50 | 5.52% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 905 | 53 | 0.0% | 0.0% | 721 | -179 | -16.51% | Q1 2026 | Apr 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 900 | 53 | 0.03% | 0.03% | 722 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 873 | 51 | 0.0% | 0.0% | 723 | -22 | -2.46% | Q1 2026 | May 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 840 | 49 | 0.0% | — | 724 | +840 | New | Q1 2026 | Apr 16, 2026 |
| Ancora Advisors LLC | History | No change | 806 | 47 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Added to | 750 | 44 | 0.0% | 0.0% | 726 | +216 | 40.45% | Q1 2026 | May 07, 2026 |
| Caldwell Trust Co | History | No change | 758 | 44 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 743 | 43 | 0.03% | — | 730 | +743 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 732 | 43 | 0.0% | 0.0% | 729 | +1 | 0.14% | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | No change | 731 | 43 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Synergy Investment Management, LLC | History | New | 711 | 42 | 0.01% | — | 731 | +711 | New | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 708 | 41 | 0.0% | — | 733 | +708 | New | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | New | 706 | 41 | 0.0% | — | 734 | +706 | New | Q1 2026 | Apr 06, 2026 |
| Signature Equity Partners, LLC | History | New | 702 | 41 | 0.02% | — | 735 | +702 | New | Q1 2026 | May 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 700 | 41 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 689 | 40 | 0.01% | — | 737 | +689 | New | Q1 2026 | Apr 17, 2026 |
| Collier Financial | History | No change | 690 | 40 | 0.03% | 0.03% | 736 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | Added to | 642 | 38 | 0.01% | 0.01% | 738 | +2 | 0.31% | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | New | 601 | 35 | 0.01% | — | 740 | +601 | New | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 593 | 35 | 0.0% | 0.0% | 739 | +228 | 62.47% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 568 | 33 | 0.01% | — | 742 | +568 | New | Q1 2026 | Apr 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 565 | 33 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | Added to | 513 | 30 | 0.01% | 0.0% | 744 | +340 | 196.53% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 515 | 30 | 0.0% | 0.0% | 743 | +2 | 0.39% | Q1 2026 | Apr 21, 2026 |
| LRI Investments, LLC | History | No change | 509 | 30 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 460 | 29 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 496 | 29 | 0.01% | 0.01% | 747 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 483 | 28 | 0.0% | — | 751 | +483 | New | Q1 2026 | Apr 28, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 698 | 28 | 0.02% | 0.01% | 750 | +342 | 96.07% | Q1 2026 | Apr 07, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 478 | 28 | 0.01% | 0.0% | 748 | -57 | -10.65% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 481 | 28 | 0.0% | 0.0% | 749 | -32 | -6.24% | Q1 2026 | May 04, 2026 |
| Destiny Wealth Partners, LLC | History | New | 461 | 27 | 0.0% | — | 753 | +461 | New | Q1 2026 | May 11, 2026 |
| Go Invest LLC | History | Added to | 464 | 27 | 0.01% | 0.01% | 752 | +1 | 0.22% | Q1 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 425 | 25 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | No change | 428 | 25 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| ORG Partners LLC | History | No change | 430 | 24 | 0.0% | 0.0% | 756 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 375 | 22 | 0.01% | 0.01% | 758 | -190 | -33.63% | Q1 2026 | May 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 392 | 22 | 0.02% | 0.02% | 757 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 358 | 21 | 0.01% | 0.0% | 759 | +203 | 130.97% | Q1 2026 | May 05, 2026 |
| Trust Co | History | Added to | 331 | 19 | 0.0% | 0.0% | 760 | +140 | 73.3% | Q1 2026 | Apr 13, 2026 |
| ROGCO, LP | History | New | 318 | 18 | 0.01% | — | 761 | +318 | New | Q1 2026 | May 04, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 296 | 17 | 0.01% | 0.0% | 763 | +117 | 65.36% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 294 | 17 | 0.0% | 0.0% | 762 | -79 | -21.18% | Q1 2026 | May 01, 2026 |
| Main Street Group, LTD | History | New | 268 | 15 | 0.0% | — | 767 | +268 | New | Q1 2026 | May 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 257 | 15 | 0.0% | — | 766 | +257 | New | Q1 2026 | May 08, 2026 |
| Meramec Financial Planners, LLC | History | New | 240 | 15 | 0.01% | — | 768 | +240 | New | Q1 2026 | Apr 27, 2026 |
| Coston, McIsaac & Partners | History | Added to | 262 | 15 | 0.0% | 0.0% | 765 | +93 | 55.03% | Q1 2026 | Apr 22, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 261 | 15 | 0.0% | 0.0% | 764 | +8 | 3.16% | Q1 2026 | Apr 15, 2026 |
| Key Capital Management, INC | History | New | 247 | 14 | 0.01% | — | 769 | +247 | New | Q1 2026 | May 07, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 226 | 13 | 0.01% | 0.01% | 770 | -59 | -20.7% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 204 | 12 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Oakworth Capital, Inc. | History | No change | 199 | 11 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 190 | 11 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Topsail Wealth Management, LLC | History | No change | 189 | 11 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 174 | 10 | 0.0% | 0.0% | 775 | +41 | 30.83% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 181 | 10 | 0.0% | 0.0% | 776 | -39 | -17.73% | Q1 2026 | Apr 29, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 164 | 9 | 0.0% | 0.0% | 777 | +1 | 0.61% | Q1 2026 | Apr 17, 2026 |
| Abound Wealth Management | History | New | 151 | 8 | 0.0% | — | 780 | +151 | New | Q1 2026 | Apr 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 139 | 8 | 0.01% | 0.01% | 778 | +22 | 18.8% | Q1 2026 | May 06, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 146 | 8 | 0.01% | 0.01% | 779 | -10 | -6.41% | Q1 2026 | Apr 07, 2026 |
| Hanson & Doremus Investment Management | History | New | 119 | 7 | 0.0% | — | 783 | +119 | New | Q1 2026 | Apr 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 121 | 7 | 0.0% | — | 781 | +110 | 1000.0% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | No change | 125 | 7 | 0.0% | 0.0% | 782 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 105 | 6 | 0.0% | 0.0% | 785 | +27 | 34.62% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Reduced | 107 | 6 | 0.0% | 0.0% | 788 | -4 | -3.6% | Q1 2026 | Apr 21, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 117 | 6 | 0.0% | 0.0% | 786 | +1 | 0.86% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 118 | 6 | 0.0% | 0.0% | 784 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| REAP Financial Group, LLC | History | No change | 103 | 6 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 90 | 5 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 88 | 5 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| CVA Family Office, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 91 | 5 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Breakwater Investment Management | History | No change | 90 | 5 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 78 | 4 | 0.0% | 0.01% | 798 | -220 | -73.83% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 84 | 4 | 0.0% | — | 802 | +84 | New | Q1 2026 | Apr 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 78 | 4 | 0.0% | — | 801 | +78 | New | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | New | 71 | 4 | 0.0% | — | 800 | +71 | New | Q1 2026 | Apr 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 68 | 4 | 0.0% | 0.0% | 796 | +25 | 58.14% | Q1 2026 | Apr 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 82 | 4 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| IMG Wealth Management, Inc. | History | No change | 73 | 4 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 52 | 3 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 54 | 3 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 55 | 3 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Community Bank, N.A. | History | No change | 45 | 2 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 45 | 2 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Copia Wealth Management | History | New | 27 | 1 | 0.0% | — | 815 | +27 | New | Q1 2026 | May 04, 2026 |
| PlanVest Financial, Inc | History | New | 27 | 1 | 0.0% | — | 816 | +27 | New | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | New | 19 | 1 | 0.0% | — | 814 | +19 | New | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Added to | 30 | 1 | 0.0% | 0.0% | 810 | +6 | 25.0% | Q1 2026 | May 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 27 | 1 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | No change | 22 | 1 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fortis Group Advisors, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -218,396 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -79,375 | -100.0% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -62,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Charles Schwab Trust Co | History | Closed out | 0 | 0 | — | 0.16% | — | -41,854 | -100.0% | Q1 2026 | Apr 10, 2026 |
| JSF Financial, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -36,431 | -100.0% | Q1 2026 | May 07, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -22,855 | -100.0% | Q1 2026 | May 14, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.59% | — | -17,904 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,100 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,467 | -100.0% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,427 | -100.0% | Q1 2026 | May 13, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,275 | -100.0% | Q1 2026 | May 13, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,365 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,907 | -100.0% | Q1 2026 | May 07, 2026 |
| MJP ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.04% | — | -5,852 | -100.0% | Q1 2026 | May 05, 2026 |
| Barnes Wealth Management Group, Inc | History | Closed out | 0 | 0 | — | 0.17% | — | -5,386 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,230 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,103 | -100.0% | Q1 2026 | May 05, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -4,947 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,935 | -100.0% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,522 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Capital CS Group, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -4,495 | -100.0% | Q1 2026 | May 13, 2026 |
| Precision Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,047 | -100.0% | Q1 2026 | May 06, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Closed out | 0 | 0 | — | 0.02% | — | -3,990 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,516 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,516 | -100.0% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,489 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,258 | -100.0% | Q1 2026 | May 08, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,214 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,232 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -918 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -601 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -572 | -100.0% | Q1 2026 | May 04, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -553 | -100.0% | Q1 2026 | May 01, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -535 | -100.0% | Q1 2026 | May 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -314 | -100.0% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -233 | -100.0% | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q1 2026 | May 08, 2026 |
| Deane Retirement Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -226 | -100.0% | Q1 2026 | Apr 07, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 01, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | Apr 13, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 26, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Pillar Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 07, 2026 |
| Networth Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 08, 2026 |
| Community Financial Services Group, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 08, 2026 |
| Parkside Financial Bank & Trust | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cheviot Value Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EPG Wealth Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Evolution Advisers, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RHL GROUP, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |