SPDR SERIES TRUST - SPSB
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 | 53,069,411 | 1,595,797 | 1.08% | 1.1% | 1 | +2,164,798 | 4.25% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 30,974,728 | 929,861 | 0.06% | 0.0% | 2 | +30,620,728 | 8649.92% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 9,509,202 | 285,941 | 0.08% | 0.08% | 3 | +83,722 | 0.89% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 9,127,167 | 274,453 | 3.26% | 3.25% | 4 | +389,971 | 4.46% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,436,338 | 223,610 | 0.02% | 0.01% | 5 | +2,573,239 | 52.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 7,009,627 | 210,779 | 0.01% | 0.02% | 6 | -1,702,716 | -19.54% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,995,308 | 180,278 | 0.28% | 0.24% | 7 | +819,038 | 15.82% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,306,167 | 159,556 | 0.04% | 0.05% | 8 | -87,519 | -1.62% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 5,239,732 | 157,558 | 0.01% | 0.0% | 9 | +5,232,269 | 70109.46% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 5,184,845 | 155,909 | 4.26% | 3.59% | 10 | +818,979 | 18.76% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,170,948 | 125,420 | 0.69% | 0.64% | 11 | +629,598 | 17.78% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | Added to | 3,933,540 | 118,281 | 1.26% | 1.54% | 12 | +200,000 | 5.36% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,559,104 | 107,023 | 0.02% | 0.02% | 13 | -320,147 | -8.25% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,500,002 | 105,245 | 0.02% | 0.02% | 14 | -177,608 | -4.83% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Reduced | 3,260,348 | 98,038 | 0.0% | 0.0% | 15 | -139,260 | -4.1% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 3,028,206 | 91,058 | 3.99% | 5.0% | 16 | +30,645 | 1.02% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 2,815,855 | 84,672 | 0.01% | 0.01% | 17 | +315,074 | 12.6% | Q1 2026 | May 05, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 2,408,155 | 72,413 | 5.18% | 5.05% | 18 | +167,613 | 7.48% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,154,007 | 64,770 | 0.04% | 0.04% | 19 | -27,559 | -1.26% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,098,216 | 63,093 | 0.01% | 0.01% | 20 | +28,952 | 1.4% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 1,990,622 | 59,852 | 0.07% | 0.06% | 21 | +204,522 | 11.45% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,934,001 | 58,155 | 0.06% | 0.06% | 22 | +137,851 | 7.67% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,819,145 | 54,640 | 0.01% | 0.02% | 23 | -381,081 | -17.32% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Added to | 1,665,715 | 50,088 | 5.1% | 5.05% | 24 | +14,904 | 0.9% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Added to | 1,478,176 | 44,448 | 1.81% | 1.55% | 25 | +27,514 | 1.9% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,475,205 | 44,359 | 0.06% | 0.07% | 26 | -66,188 | -4.29% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,472,559 | 44,279 | 0.01% | 0.01% | 27 | +427,341 | 40.89% | Q1 2026 | May 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 1,408,718 | 42,317 | 5.9% | 5.9% | 28 | +53,633 | 3.96% | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,269,078 | 38,161 | 2.65% | 2.52% | 29 | +52,719 | 4.33% | Q1 2026 | May 12, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 1,195,219 | 35,940 | 5.22% | 4.71% | 30 | +67,107 | 5.95% | Q1 2026 | Apr 23, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 1,171,796 | 35,235 | 4.75% | 4.57% | 31 | +45,500 | 4.04% | Q1 2026 | May 15, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 1,170,745 | 35,204 | 9.52% | 10.71% | 32 | +72,471 | 6.6% | Q1 2026 | Apr 17, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 1,163,729 | 34,993 | 4.54% | 3.79% | 33 | +28,466 | 2.51% | Q1 2026 | Apr 22, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,122,144 | 33,742 | 0.23% | 0.21% | 34 | +145,734 | 14.93% | Q1 2026 | May 07, 2026 |
| Concord Wealth Partners | History | Added to | 1,111,212 | 33,414 | 4.34% | 4.17% | 35 | +48,877 | 4.6% | Q1 2026 | May 01, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 1,077,015 | 32,385 | 5.47% | 5.4% | 36 | +44,013 | 4.26% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,013,486 | 30,475 | 0.0% | — | 37 | +1,013,486 | New | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,005,946 | 30,248 | 0.01% | 0.01% | 38 | -34,204 | -3.29% | Q1 2026 | May 05, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 993,900 | 29,836 | 0.23% | — | 39 | +993,900 | New | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 992,198 | 29,780 | 0.05% | 0.0% | 40 | +991,735 | 214197.62% | Q1 2026 | May 05, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 952,098 | 28,629 | 0.46% | 0.46% | 41 | +13,806 | 1.47% | Q1 2026 | Apr 27, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 949,179 | 28,541 | 9.76% | 10.4% | 42 | -1,288 | -0.14% | Q1 2026 | Apr 29, 2026 |
| SoundView Advisors Inc. | History | Reduced | 936,129 | 28,149 | 10.02% | 10.75% | 43 | -83,979 | -8.23% | Q1 2026 | May 01, 2026 |
| Flagstone Financial Management | History | Added to | 912,452 | 27,437 | 6.81% | 6.6% | 44 | +60,277 | 7.07% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 892,159 | 26,827 | 1.61% | 1.39% | 45 | +134,277 | 17.72% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | Added to | 854,373 | 25,690 | 3.04% | 2.91% | 46 | +52,731 | 6.58% | Q1 2026 | Apr 15, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 828,388 | 24,909 | 1.97% | 2.76% | 47 | -358,655 | -30.21% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 774,929 | 23,302 | 0.06% | 0.06% | 48 | +68,955 | 9.77% | Q1 2026 | May 14, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 771,921 | 23,211 | 2.41% | 1.47% | 49 | +321,353 | 71.32% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 736,885 | 22,158 | 0.17% | 0.18% | 50 | +2,984 | 0.41% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 723,729 | 21,762 | 0.74% | 0.03% | 51 | +692,394 | 2209.65% | Q1 2026 | Apr 07, 2026 |
| SWMG, LLC | History | Added to | 709,019 | 21,320 | 6.09% | 5.67% | 52 | +33,835 | 5.01% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Added to | 704,271 | 21,177 | 0.24% | 0.22% | 53 | +65,638 | 10.28% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 701,304 | 21,088 | 4.46% | 4.24% | 54 | +35,687 | 5.36% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 698,064 | 20,990 | 0.49% | 0.49% | 55 | +30,250 | 4.53% | Q1 2026 | May 04, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 676,963 | 20,356 | 5.23% | 4.84% | 56 | -10,924 | -1.59% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 668,703 | 20,107 | 0.15% | 0.11% | 57 | +183,267 | 37.75% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 668,001 | 20,086 | 0.04% | 0.03% | 58 | +62,368 | 10.3% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 659,862 | 19,842 | 0.12% | 0.16% | 59 | -208,957 | -24.05% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 634,547 | 19,080 | 8.43% | 7.56% | 60 | +84,587 | 15.38% | Q1 2026 | Apr 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 631,291 | 18,982 | 3.71% | 3.72% | 61 | -6,890 | -1.08% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 631,578 | 18,934 | 0.32% | 0.45% | 62 | -184,280 | -22.59% | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 615,348 | 18,503 | 0.26% | 0.17% | 63 | +176,872 | 40.34% | Q1 2026 | Apr 30, 2026 |
| Hardy Reed LLC | History | Added to | 578,912 | 17,407 | 1.27% | 1.23% | 64 | +10,034 | 1.76% | Q1 2026 | Apr 28, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 566,191 | 17,025 | 0.03% | 0.05% | 65 | -268,656 | -32.18% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Added to | 558,724 | 16,800 | 3.27% | 2.92% | 66 | +52,816 | 10.44% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 547,685 | 16,468 | 0.22% | 0.21% | 67 | +57,278 | 11.68% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 538,923 | 16,275 | 1.19% | 1.19% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Management, Inc. | History | Added to | 531,884 | 15,993 | 2.55% | 2.34% | 69 | +56,193 | 11.81% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 519,116 | 15,609 | 0.02% | 0.01% | 70 | +192,821 | 59.09% | Q1 2026 | Apr 27, 2026 |
| Woodside Wealth Management LLC | History | Added to | 505,290 | 15,194 | 11.87% | 10.81% | 71 | +25,485 | 5.31% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 490,145 | 14,802 | 0.1% | 0.09% | 72 | +38,646 | 8.56% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 491,406 | 14,776 | 1.82% | 1.75% | 73 | +38,440 | 8.49% | Q1 2026 | Apr 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 488,008 | 14,674 | 0.2% | 0.21% | 74 | +8,569 | 1.79% | Q1 2026 | May 12, 2026 |
| ROGCO, LP | History | Added to | 482,735 | 14,515 | 4.85% | 4.43% | 75 | +39,549 | 8.92% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 481,070 | 14,465 | 0.08% | 0.07% | 76 | +51,335 | 11.95% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 452,886 | 13,618 | 0.03% | — | 77 | +452,886 | New | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Reduced | 450,913 | 13,561 | 0.59% | 0.61% | 78 | -8,525 | -1.86% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 425,572 | 12,796 | 0.07% | — | 79 | +425,572 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 416,729 | 12,506 | 0.03% | 0.03% | 80 | -242,746 | -36.81% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 413,288 | 12,427 | 0.23% | 0.24% | 81 | -5,018 | -1.2% | Q1 2026 | Apr 17, 2026 |
| Certified Advisory Corp | History | Added to | 404,924 | 12,176 | 1.09% | 1.03% | 82 | +29,305 | 7.8% | Q1 2026 | Apr 17, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 402,772 | 12,119 | 2.58% | 2.75% | 83 | -2,748 | -0.68% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 383,975 | 11,546 | 0.15% | 0.11% | 84 | +138,170 | 56.21% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 371,561 | 11,172 | 0.52% | 0.35% | 85 | +139,061 | 59.81% | Q1 2026 | Apr 06, 2026 |
| Timonier Family Office, LTD. | History | No change | 367,857 | 11,109 | 3.53% | 3.53% | 86 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 353,292 | 10,623 | 0.65% | 0.65% | 87 | +12,532 | 3.68% | Q1 2026 | Apr 13, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 337,503 | 10,148 | 3.89% | — | 88 | +337,503 | New | Q1 2026 | Apr 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 326,039 | 9,804 | 0.61% | 0.06% | 89 | +301,345 | 1220.32% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 324,293 | 9,751 | 0.05% | 0.05% | 90 | -13,459 | -3.98% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 321,544 | 9,668 | 0.01% | 0.02% | 91 | -158,071 | -32.96% | Q1 2026 | May 14, 2026 |
| Members Advisory Group LLC | History | New | 319,598 | 9,610 | 3.3% | — | 92 | +319,598 | New | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 317,308 | 9,541 | 0.02% | 0.01% | 93 | +49,684 | 18.56% | Q1 2026 | May 01, 2026 |
| Oasis Advisors, LLC | History | Added to | 6,737,337 | 9,448 | 1.86% | 1.98% | 94 | +6,613,690 | 5348.85% | Q1 2026 | May 04, 2026 |
| Saiph Capital, LLC | History | Reduced | 313,238 | 9,419 | 3.56% | 5.05% | 95 | -152,037 | -32.68% | Q1 2026 | May 12, 2026 |
| TRUEFG, LLC | History | Added to | 310,765 | 9,344 | 2.48% | 2.44% | 96 | +9,622 | 3.2% | Q1 2026 | Apr 22, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 303,552 | 9,127 | 4.95% | 3.32% | 97 | +108,533 | 55.65% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 301,860 | 9,076 | 0.0% | 0.02% | 98 | +5,750 | 1.94% | Q1 2026 | May 04, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 301,618 | 9,075 | 2.05% | 2.04% | 99 | +7,621 | 2.59% | Q1 2026 | Apr 15, 2026 |
| Allen Investment Management, LLC | History | Added to | 300,971 | 9,050 | 0.11% | 0.08% | 100 | +56,290 | 23.01% | Q1 2026 | May 07, 2026 |
| Wellington Grp LLC | History | Added to | 297,005 | 8,930 | 2.75% | 2.73% | 101 | +25,417 | 9.36% | Q1 2026 | May 22, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 295,779 | 8,894 | 0.48% | 0.45% | 102 | +2,725 | 0.93% | Q1 2026 | May 15, 2026 |
| WRAPMANAGER INC | History | Added to | 293,342 | 8,820 | 3.06% | 2.9% | 103 | +9,528 | 3.36% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 292,242 | 8,787 | 0.03% | — | 104 | +292,242 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 290,736 | 8,742 | 0.02% | 0.02% | 105 | +63,465 | 27.92% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 287,925 | 8,657 | 0.0% | 0.0% | 106 | -12,814 | -4.26% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 283,480 | 8,524 | 0.32% | 0.3% | 107 | +13,841 | 5.13% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 281,436 | 8,462 | 0.05% | 0.04% | 108 | +16,831 | 6.36% | Q1 2026 | Apr 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 278,498 | 8,374 | 0.47% | 0.42% | 109 | +28,611 | 11.45% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 276,085 | 8,301 | 0.22% | — | 110 | +276,085 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 254,867 | 8,244 | 0.01% | 0.01% | 111 | +36,060 | 16.48% | Q1 2026 | May 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 262,282 | 7,886 | 1.32% | 1.36% | 112 | -721 | -0.27% | Q1 2026 | Apr 14, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 255,364 | 7,678 | 6.8% | 6.11% | 113 | +23,733 | 10.25% | Q1 2026 | Apr 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 255,287 | 7,676 | 0.42% | 0.42% | 114 | +7,892 | 3.19% | Q1 2026 | Apr 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 252,425 | 7,590 | 0.18% | 0.36% | 115 | +6,451 | 2.62% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 251,974 | 7,576 | 0.08% | 0.1% | 116 | +6,031 | 2.45% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 247,310 | 7,436 | 0.09% | 0.08% | 117 | +31,497 | 14.59% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 245,310 | 7,376 | 0.23% | 0.23% | 118 | +9,430 | 4.0% | Q1 2026 | Apr 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 243,349 | 7,317 | 0.15% | 0.13% | 119 | +41,466 | 20.54% | Q1 2026 | Apr 27, 2026 |
| Gibbs Wealth Management | History | Added to | 240,202 | 7,222 | 0.95% | 1.1% | 120 | +89,134 | 59.0% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Added to | 226,223 | 6,802 | 0.81% | 0.84% | 121 | +8,380 | 3.85% | Q1 2026 | Apr 20, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 223,699 | 6,726 | 2.03% | 2.15% | 122 | -14,670 | -6.15% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 221,389 | 6,657 | 0.02% | 0.02% | 123 | -15,881 | -6.69% | Q1 2026 | May 04, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 216,602 | 6,513 | 1.05% | 0.92% | 125 | +20,451 | 10.43% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 216,610 | 6,513 | 0.3% | 0.33% | 124 | +17,378 | 8.72% | Q1 2026 | Apr 15, 2026 |
| Revisor Wealth Management LLC | History | Added to | 215,571 | 6,482 | 1.79% | 1.31% | 126 | +53,995 | 33.42% | Q1 2026 | Apr 27, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 204,527 | 6,150 | 0.12% | 0.1% | 127 | +17,922 | 9.6% | Q1 2026 | Apr 15, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 201,808 | 6,068 | 1.12% | 1.12% | 128 | -1,680 | -0.83% | Q1 2026 | May 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 190,090 | 5,716 | 0.52% | 0.5% | 129 | -1,097 | -0.57% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 188,946 | 5,681 | 0.1% | 0.1% | 130 | -3,170 | -1.65% | Q1 2026 | May 04, 2026 |
| Caitlin John, LLC | History | Added to | 188,760 | 5,675 | 3.4% | 2.8% | 131 | +47,218 | 33.36% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 188,352 | 5,663 | 0.06% | — | 132 | +188,352 | New | Q1 2026 | May 12, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 183,800 | 5,527 | 2.05% | 2.1% | 133 | -1,023 | -0.55% | Q1 2026 | Apr 07, 2026 |
| Eukles Asset Management | History | Added to | 179,756 | 5,405 | 2.41% | 1.76% | 134 | +29,743 | 19.83% | Q1 2026 | May 05, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Added to | 179,346 | 5,392 | 2.68% | 2.37% | 135 | +15,038 | 9.15% | Q1 2026 | Apr 22, 2026 |
| Climber Capital SA | History | Reduced | 179,494 | 5,285 | 3.46% | 4.88% | 136 | -72,475 | -28.76% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 176,093 | 5,279 | 0.05% | 0.02% | 137 | +117,317 | 199.6% | Q1 2026 | Apr 07, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 174,159 | 5,236 | 3.54% | 3.57% | 138 | +6,459 | 3.85% | Q1 2026 | May 05, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 173,023 | 5,202 | 0.47% | 0.33% | 139 | -10,677 | -5.81% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 171,568 | 5,158 | 0.03% | 0.03% | 140 | -5,028 | -2.85% | Q1 2026 | May 15, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 168,087 | 5,054 | 1.19% | 1.15% | 141 | +3,171 | 1.92% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 166,116 | 4,995 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 163,575 | 4,918 | 0.21% | 0.2% | 143 | +1,350 | 0.83% | Q1 2026 | Apr 29, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 161,212 | 4,847 | 2.4% | 2.33% | 144 | -2,072 | -1.27% | Q1 2026 | Apr 23, 2026 |
| RiverGlades Family Offices LLC | History | New | 157,642 | 4,740 | 2.79% | — | 145 | +157,642 | New | Q1 2026 | May 13, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 156,151 | 4,695 | 1.86% | 1.75% | 146 | +6,355 | 4.24% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 155,028 | 4,661 | 0.06% | 0.05% | 147 | +19,590 | 14.46% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 150,914 | 4,537 | 0.51% | 0.52% | 148 | -2,621 | -1.71% | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 150,512 | 4,525 | 0.34% | 0.34% | 149 | -759 | -0.5% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 147,797 | 4,444 | 0.01% | 0.01% | 150 | +6,613 | 4.68% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 147,427 | 4,433 | 0.07% | 0.08% | 151 | -17,116 | -10.4% | Q1 2026 | Apr 14, 2026 |
| Destination Wealth Management | History | Reduced | 147,346 | 4,430 | 0.12% | 0.12% | 152 | -6,719 | -4.36% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 146,431 | 4,403 | 0.0% | 0.0% | 153 | +9,540 | 6.97% | Q1 2026 | May 05, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 145,459 | 4,392 | 2.46% | 2.46% | 154 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Parcion Private Wealth LLC | History | Added to | 145,688 | 4,380 | 0.27% | 0.26% | 155 | +6,880 | 4.96% | Q1 2026 | Apr 22, 2026 |
| Financial Plan, Inc. | History | Added to | 142,373 | 4,281 | 0.46% | 0.49% | 156 | +1,941 | 1.38% | Q1 2026 | Apr 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 140,043 | 4,211 | 0.04% | 0.03% | 157 | -22 | -0.02% | Q1 2026 | May 13, 2026 |
| Roan Capital Partners | History | New | 139,592 | 4,197 | 3.88% | — | 158 | +139,592 | New | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | Reduced | 139,061 | 4,181 | 0.06% | 0.06% | 159 | -1,354 | -0.96% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 133,848 | 4,024 | 0.0% | 0.01% | 160 | -52,216 | -28.06% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 129,064 | 3,880 | 0.31% | 0.32% | 161 | -5,603 | -4.16% | Q1 2026 | Apr 13, 2026 |
| Orin Green Financial, LLC | History | Reduced | 128,444 | 3,862 | 1.58% | 1.57% | 162 | -1,347 | -1.04% | Q1 2026 | Apr 29, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 124,671 | 3,748 | 0.77% | 0.51% | 163 | +46,405 | 59.29% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 121,686 | 3,659 | 0.08% | 0.13% | 164 | -49,548 | -28.94% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Reduced | 120,154 | 3,613 | 1.58% | 1.69% | 165 | -1,312 | -1.08% | Q1 2026 | Apr 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 118,387 | 3,559 | 1.18% | 1.19% | 166 | -917 | -0.77% | Q1 2026 | May 15, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 116,651 | 3,507 | 2.4% | 2.37% | 168 | -349 | -0.3% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 116,650 | 3,507 | 0.1% | 0.11% | 167 | +227 | 0.19% | Q1 2026 | Apr 09, 2026 |
| DGS Capital Management, LLC | History | Added to | 116,199 | 3,494 | 0.57% | 0.56% | 169 | +6,942 | 6.35% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 114,107 | 3,426 | 0.04% | 0.05% | 170 | -8,233 | -6.73% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 113,806 | 3,422 | 0.02% | 0.02% | 171 | -30,154 | -20.95% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 112,192 | 3,373 | 0.69% | 0.71% | 172 | -1,274 | -1.12% | Q1 2026 | Apr 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 108,432 | 3,260 | 0.04% | 0.04% | 173 | +8,200 | 8.18% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | No change | 106,058 | 3,179 | 0.04% | 0.03% | 174 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 104,467 | 3,141 | 0.09% | 0.07% | 175 | +9,499 | 10.0% | Q1 2026 | Apr 13, 2026 |
| Manske Wealth Management | History | Added to | 100,712 | 3,028 | 0.85% | 0.86% | 176 | +4,716 | 4.91% | Q1 2026 | Apr 30, 2026 |
| Eagle Wealth Advisors LLC | History | Reduced | 99,455 | 2,990 | 2.76% | 3.48% | 177 | -35,786 | -26.46% | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 97,081 | 2,919 | 0.21% | 0.19% | 178 | +15,249 | 18.63% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 96,842 | 2,912 | 0.0% | 0.0% | 179 | +8,724 | 9.9% | Q1 2026 | Apr 27, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 97,138 | 2,912 | 0.48% | 0.46% | 180 | +4,673 | 5.05% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 95,347 | 2,867 | 0.1% | 0.1% | 181 | +22,861 | 31.54% | Q1 2026 | May 19, 2026 |
| GTS SECURITIES LLC | History | Added to | 93,996 | 2,826 | 0.1% | 0.04% | 182 | +55,178 | 142.15% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 92,413 | 2,778 | 0.08% | 0.12% | 183 | -38,183 | -29.24% | Q1 2026 | May 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 92,260 | 2,774 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mechanics Financial Corp | History | Added to | 92,132 | 2,770 | 1.16% | 0.8% | 185 | +20,195 | 28.07% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 90,839 | 2,731 | 0.2% | 0.18% | 186 | +12,015 | 15.24% | Q1 2026 | Apr 14, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 89,218 | 2,682 | 0.53% | 0.53% | 187 | +5,959 | 7.16% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 88,626 | 2,664 | 0.0% | 0.0% | 188 | +813 | 0.93% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Added to | 87,778 | 2,632 | 0.14% | 0.11% | 189 | +452 | 0.52% | Q1 2026 | May 14, 2026 |
| GEM Asset Management, LLC | History | Added to | 85,672 | 2,576 | 1.14% | 0.8% | 190 | +25,927 | 43.4% | Q1 2026 | Apr 10, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 85,140 | 2,560 | 0.44% | 0.44% | 191 | +2,671 | 3.24% | Q1 2026 | May 05, 2026 |
| Capital Square, LLC | History | Added to | 84,662 | 2,550 | 1.18% | 1.01% | 192 | +18,819 | 28.58% | Q1 2026 | May 11, 2026 |
| Powerhouse Assets LLC | History | Added to | 84,672 | 2,546 | 2.22% | 2.09% | 193 | +6,125 | 7.8% | Q1 2026 | Apr 28, 2026 |
| Wealth Management Nebraska | History | Reduced | 84,535 | 2,541 | 0.26% | 0.29% | 194 | -377 | -0.44% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 84,336 | 2,535 | 0.04% | 0.06% | 195 | -25,325 | -23.09% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 81,982 | 2,465 | 0.02% | — | 196 | +81,982 | New | Q1 2026 | Apr 07, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 81,527 | 2,452 | 0.18% | 0.15% | 197 | +1,930 | 2.42% | Q1 2026 | May 20, 2026 |
| Cerity Partners LLC | History | Added to | 81,497 | 2,450 | 0.0% | 0.0% | 198 | +44,515 | 120.37% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 80,541 | 2,421 | 0.18% | 0.16% | 199 | +3,977 | 5.19% | Q1 2026 | Apr 13, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 79,941 | 2,403 | 1.63% | 1.71% | 200 | +182 | 0.23% | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 79,414 | 2,387 | 0.13% | 0.12% | 201 | +9,285 | 13.24% | Q1 2026 | May 13, 2026 |
| OLIO Financial Planning | History | Added to | 78,632 | 2,364 | 0.65% | 0.65% | 202 | +1,929 | 2.51% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 75,515 | 2,270 | 0.03% | 0.03% | 203 | -10,625 | -12.33% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 75,636 | 2,267 | 0.0% | 0.0% | 204 | +29,322 | 63.31% | Q1 2026 | May 15, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 74,531 | 2,250 | 0.93% | 0.93% | 205 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| STAR Financial Bank | History | Reduced | 73,026 | 2,195 | 1.04% | 1.89% | 206 | -49,773 | -40.53% | Q1 2026 | May 08, 2026 |
| Sharper & Granite LLC | History | Added to | 72,449 | 2,178 | 0.74% | 0.66% | 207 | +10,085 | 16.17% | Q1 2026 | Apr 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 72,421 | 2,177 | 0.02% | 0.02% | 208 | -1,307 | -1.77% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Added to | 72,459 | 2,171 | 0.01% | 0.03% | 209 | +8,217 | 12.79% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 71,861 | 2,160 | 0.29% | 0.29% | 210 | +1,334 | 1.89% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 74,994 | 2,154 | 0.0% | 0.0% | 211 | +4,001 | 5.64% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 70,998 | 2,134 | 0.03% | 0.04% | 212 | -14,946 | -17.39% | Q1 2026 | May 13, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 69,816 | 2,099 | 1.62% | 1.55% | 213 | +1,566 | 2.29% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 68,355 | 2,055 | 0.0% | 0.0% | 214 | +63,378 | 1273.42% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Reduced | 66,623 | 2,003 | 0.06% | 0.06% | 216 | -9,384 | -12.35% | Q1 2026 | May 04, 2026 |
| Hirtle & Co., LLC | History | No change | 66,630 | 2,003 | 0.07% | 0.07% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | Added to | 65,471 | 1,967 | 0.25% | 0.22% | 217 | +5,497 | 9.17% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 64,339 | 1,943 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 64,477 | 1,938 | 1.36% | 1.27% | 219 | +111 | 0.17% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 64,449 | 1,937 | 0.01% | 0.01% | 220 | +455 | 0.71% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 64,405 | 1,936 | 0.04% | 0.05% | 221 | -9,782 | -13.19% | Q1 2026 | May 01, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 64,269 | 1,932 | 1.33% | 1.24% | 222 | +157 | 0.24% | Q1 2026 | May 07, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 64,172 | 1,926 | 0.03% | 0.02% | 223 | -5,250 | -7.56% | Q1 2026 | Apr 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 63,846 | 1,919 | 1.52% | 1.54% | 224 | -554 | -0.86% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 62,591 | 1,882 | 0.21% | 0.22% | 225 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| New Hampshire Trust | History | Added to | 61,591 | 1,852 | 0.37% | 0.29% | 226 | +12,989 | 26.73% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 61,051 | 1,835 | 0.01% | 0.01% | 227 | -11,686 | -16.07% | Q1 2026 | May 14, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 60,499 | 1,819 | 0.99% | 0.95% | 229 | +2,439 | 4.2% | Q1 2026 | Apr 21, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 60,501 | 1,819 | 0.42% | 0.44% | 228 | -1,052 | -1.71% | Q1 2026 | Apr 08, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 60,251 | 1,811 | 0.29% | 0.3% | 230 | -15 | -0.02% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 59,364 | 1,785 | 0.01% | 0.01% | 231 | -31,825 | -34.9% | Q1 2026 | Apr 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 57,370 | 1,725 | 0.07% | 0.06% | 232 | +68 | 0.12% | Q1 2026 | May 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 56,338 | 1,694 | 0.74% | 0.69% | 233 | +9,973 | 21.51% | Q1 2026 | Apr 24, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 55,763 | 1,676 | 0.97% | 1.0% | 234 | +142 | 0.26% | Q1 2026 | May 13, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 55,640 | 1,673 | 0.25% | 0.21% | 235 | +6,898 | 14.15% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 55,601 | 1,671 | 0.02% | 0.04% | 237 | -58,508 | -51.27% | Q1 2026 | Apr 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 55,585 | 1,671 | 0.01% | 0.02% | 236 | -23,333 | -29.57% | Q1 2026 | May 15, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 55,135 | 1,657 | 1.85% | 1.72% | 238 | +2,293 | 4.34% | Q1 2026 | May 08, 2026 |
| FCA CORP /TX | History | Added to | 54,749 | 1,646 | 0.46% | 0.44% | 239 | +2,561 | 4.91% | Q1 2026 | May 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 53,871 | 1,619 | 0.18% | 0.18% | 240 | -2,000 | -3.58% | Q1 2026 | Apr 24, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 53,836 | 1,615 | 0.11% | 0.16% | 241 | -19,667 | -26.76% | Q1 2026 | May 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 53,257 | 1,601 | 0.1% | 0.1% | 242 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 52,838 | 1,588 | 0.0% | 0.0% | 243 | +1,761 | 3.45% | Q1 2026 | May 08, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 52,647 | 1,583 | 0.2% | 0.21% | 244 | -143 | -0.27% | Q1 2026 | May 04, 2026 |
| Portland Financial Advisors Inc | History | Added to | 52,632 | 1,582 | 3.29% | 3.34% | 245 | +657 | 1.26% | Q1 2026 | Apr 27, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 52,478 | 1,578 | 0.28% | 0.27% | 246 | +1,206 | 2.35% | Q1 2026 | Apr 23, 2026 |
| BFSG, LLC | History | Added to | 52,392 | 1,575 | 0.15% | 0.15% | 247 | +2,583 | 5.19% | Q1 2026 | Apr 28, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 52,010 | 1,563 | 0.12% | 0.12% | 248 | +520 | 1.01% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Group, LLC | History | Added to | 51,753 | 1,556 | 0.73% | 0.73% | 249 | +1,620 | 3.23% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 50,830 | 1,528 | 0.0% | 0.0% | 250 | -602 | -1.17% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 49,965 | 1,502 | 0.07% | 0.06% | 251 | +3,589 | 7.74% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 49,803 | 1,497 | 0.0% | 0.0% | 252 | +15,717 | 46.11% | Q1 2026 | May 15, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 49,483 | 1,494 | 0.7% | 0.7% | 253 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 48,231 | 1,450 | 0.65% | 0.65% | 254 | -235 | -0.48% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 48,009 | 1,443 | 0.06% | 0.07% | 255 | +694 | 1.47% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 47,686 | 1,433 | 0.0% | 0.0% | 256 | -9,708 | -16.91% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 47,290 | 1,422 | 0.15% | 0.59% | 257 | -146,947 | -75.65% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 45,345 | 1,363 | 0.02% | — | 258 | +45,345 | New | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Reduced | 44,383 | 1,334 | 0.05% | 0.05% | 259 | -1,174 | -2.58% | Q1 2026 | May 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 43,882 | 1,319 | 0.08% | 0.08% | 260 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 43,647 | 1,312 | 0.14% | 0.13% | 261 | -3,100 | -6.63% | Q1 2026 | Apr 27, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 42,875 | 1,289 | 0.12% | 0.12% | 262 | -686 | -1.57% | Q1 2026 | May 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 41,555 | 1,250 | 0.05% | 0.06% | 263 | -1,200 | -2.81% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Reduced | 41,557 | 1,249 | 0.04% | 0.04% | 264 | -1,357 | -3.16% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 40,963 | 1,237 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| United Community Bank | History | New | 41,095 | 1,235 | 0.41% | — | 266 | +41,095 | New | Q1 2026 | Apr 24, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 40,795 | 1,226 | 0.23% | 0.26% | 267 | -835 | -2.01% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 40,272 | 1,210 | 0.02% | 0.02% | 268 | +635 | 1.6% | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | Reduced | 38,833 | 1,167 | 0.07% | 0.09% | 269 | -7,380 | -15.97% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 38,647 | 1,162 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 38,533 | 1,158 | 0.07% | 0.1% | 271 | -1,285,575 | -97.09% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 38,165 | 1,147 | 0.05% | 0.02% | 272 | +21,935 | 135.15% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 38,159 | 1,147 | 0.34% | 0.34% | 273 | +50 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 38,089 | 1,145 | 0.07% | 0.08% | 274 | -3,633 | -8.71% | Q1 2026 | Apr 27, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 37,835 | 1,137 | 0.1% | — | 275 | +37,835 | New | Q1 2026 | May 07, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 37,199 | 1,118 | 0.12% | 0.11% | 276 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 37,126 | 1,116 | 0.41% | 0.6% | 277 | -32 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Orion Capital Management LLC | History | Reduced | 37,060 | 1,114 | 0.38% | 0.38% | 278 | -886 | -2.33% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 36,704 | 1,108 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 36,533 | 1,098 | 0.3% | 0.31% | 280 | -380 | -1.03% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 36,316 | 1,092 | 0.03% | — | 282 | +36,316 | New | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 36,344 | 1,092 | 0.01% | 0.01% | 281 | +2,372 | 6.98% | Q1 2026 | Apr 29, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 36,282 | 1,091 | 0.08% | 0.08% | 283 | -552 | -1.5% | Q1 2026 | Apr 10, 2026 |
| Trilogy Capital Inc. | History | Reduced | 36,230 | 1,089 | 0.05% | 0.1% | 284 | -36,629 | -50.27% | Q1 2026 | Apr 21, 2026 |
| HighPoint Advisor Group LLC | History | New | 36,032 | 1,083 | 0.05% | — | 285 | +36,032 | New | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 35,919 | 1,080 | 0.02% | 0.02% | 286 | -468 | -1.29% | Q1 2026 | May 15, 2026 |
| LeClair Wealth Partners LLC | History | New | 34,866 | 1,048 | 0.36% | — | 288 | +34,866 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 34,866 | 1,048 | 0.36% | 0.39% | 287 | -688 | -1.94% | Q1 2026 | May 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 34,851 | 1,047 | 0.01% | 0.01% | 289 | +40 | 0.11% | Q1 2026 | May 14, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 34,768 | 1,045 | 0.04% | 0.04% | 290 | +350 | 1.02% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 33,982 | 1,021 | 0.2% | 0.2% | 291 | +1,355 | 4.15% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 33,477 | 1,006 | 0.04% | 0.05% | 292 | -15,334 | -31.42% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,292 | 1,001 | 0.0% | 0.0% | 293 | +1,547 | 4.87% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 33,047 | 993 | 0.22% | 0.29% | 294 | -10,089 | -23.39% | Q1 2026 | Apr 27, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 33,051 | 993 | 0.12% | 0.12% | 295 | +4 | 0.01% | Q1 2026 | Apr 23, 2026 |
| SNS Financial Group, LLC | History | Added to | 32,283 | 970 | 0.08% | 0.07% | 296 | +4,268 | 15.23% | Q1 2026 | Apr 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 32,245 | 969 | 0.08% | 0.11% | 297 | -9,394 | -22.56% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 31,960 | 961 | 0.09% | 0.09% | 298 | -353 | -1.09% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 31,613 | 950 | 0.02% | 0.02% | 299 | -566 | -1.76% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 31,372 | 943 | 0.05% | 0.07% | 300 | -12,745 | -28.89% | Q1 2026 | Apr 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 30,934 | 930 | 0.12% | 0.04% | 301 | +23,398 | 310.48% | Q1 2026 | Apr 08, 2026 |
| Aspire Private Capital, LLC | History | Added to | 30,646 | 921 | 0.21% | 0.2% | 302 | +1,382 | 4.72% | Q1 2026 | Apr 22, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 30,499 | 917 | 0.53% | 0.87% | 303 | -18,940 | -38.31% | Q1 2026 | Apr 21, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 30,268 | 910 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 29,505 | 887 | 0.12% | 0.11% | 305 | +3,867 | 15.08% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | New | 29,373 | 883 | 0.03% | — | 306 | +29,373 | New | Q1 2026 | May 06, 2026 |
| Advisor Resource Council | History | Added to | 29,134 | 876 | 0.28% | 0.25% | 307 | +5,588 | 23.73% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 28,860 | 867 | 0.0% | 0.02% | 308 | -202,304 | -87.52% | Q1 2026 | Apr 29, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 28,494 | 856 | 0.01% | 0.01% | 309 | +1,107 | 4.04% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 28,393 | 853 | 0.01% | 0.01% | 310 | +53 | 0.19% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 27,734 | 833 | 0.0% | 0.0% | 311 | +3,427 | 14.1% | Q1 2026 | May 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 27,725 | 833 | 0.08% | 0.07% | 312 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLB&B Advisors, LLC | History | Added to | 27,579 | 829 | 0.03% | 0.03% | 313 | +750 | 2.8% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,930 | 809 | 0.01% | 0.0% | 314 | +8,323 | 44.73% | Q1 2026 | Apr 15, 2026 |
| Entelevest, LLC | History | Reduced | 26,812 | 806 | 0.81% | 1.39% | 315 | -19,062 | -41.55% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 26,440 | 795 | 0.0% | 0.0% | 316 | -56 | -0.21% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 25,904 | 778 | 0.18% | 0.18% | 317 | -692 | -2.6% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 25,595 | 769 | 0.0% | 0.0% | 318 | +6,150 | 31.63% | Q1 2026 | May 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 25,388 | 763 | 0.19% | 0.13% | 319 | +8,751 | 52.6% | Q1 2026 | Apr 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 24,847 | 744 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 24,522 | 737 | 0.03% | 0.03% | 321 | -1,005 | -3.94% | Q1 2026 | Apr 20, 2026 |
| Wealth Care LLC | History | New | 24,416 | 734 | 0.65% | — | 323 | +24,416 | New | Q1 2026 | Apr 24, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 24,328 | 734 | 0.2% | 0.2% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,315 | 731 | 0.01% | 0.01% | 324 | +3,477 | 16.69% | Q1 2026 | May 15, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 24,169 | 726 | 0.11% | 0.11% | 325 | +2,576 | 11.93% | Q1 2026 | May 07, 2026 |
| Intrua Financial, LLC | History | Reduced | 24,126 | 725 | 0.07% | 0.09% | 326 | -4,607 | -16.03% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 23,827 | 716 | 0.01% | 0.01% | 327 | -1 | -0.0% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 23,729 | 713 | 0.01% | 0.01% | 328 | +2,533 | 11.95% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,516 | 707 | 0.02% | 0.02% | 329 | +493 | 2.14% | Q1 2026 | Apr 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,284 | 699 | 0.01% | 0.0% | 330 | +14,742 | 172.58% | Q1 2026 | May 11, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 23,065 | 693 | 0.21% | 0.2% | 331 | +163 | 0.71% | Q1 2026 | Apr 28, 2026 |
| Advisor OS, LLC | History | Reduced | 22,448 | 675 | 0.05% | 0.07% | 332 | -5,471 | -19.6% | Q1 2026 | May 07, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 22,421 | 674 | 0.29% | 0.29% | 333 | +95 | 0.43% | Q1 2026 | May 05, 2026 |
| BAILARD, INC. | History | Added to | 22,164 | 666 | 0.02% | 0.01% | 334 | +4,375 | 24.59% | Q1 2026 | May 11, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 22,069 | 663 | 0.23% | 0.23% | 335 | -292 | -1.31% | Q1 2026 | May 06, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 21,447 | 644 | 0.42% | 0.44% | 336 | -1,843 | -7.91% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 21,124 | 637 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 21,000 | 631 | 0.02% | 0.02% | 338 | +235 | 1.13% | Q1 2026 | May 13, 2026 |
| Investment Management Trust, LLC | History | New | 20,649 | 620 | 0.6% | — | 339 | +20,649 | New | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Reduced | 20,302 | 610 | 0.01% | 0.01% | 340 | -1,852 | -8.36% | Q1 2026 | Apr 27, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 20,250 | 608 | 0.24% | 0.24% | 341 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Members Trust Co | History | No change | 20,166 | 606 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stone Summit Wealth LLC | History | New | 20,000 | 601 | 0.17% | — | 343 | +20,000 | New | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,969 | 600 | 0.0% | 0.0% | 344 | +5,047 | 33.82% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 19,688 | 590 | 0.04% | 0.02% | 345 | +9,206 | 87.83% | Q1 2026 | Apr 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 19,463 | 585 | 0.06% | 0.07% | 347 | -1,725 | -8.14% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Reduced | 19,441 | 585 | 0.0% | 0.0% | 346 | -1,459 | -6.98% | Q1 2026 | May 14, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 19,432 | 584 | 0.15% | 0.15% | 348 | +7 | 0.04% | Q1 2026 | Apr 15, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 19,157 | 576 | 0.24% | 0.22% | 349 | +1,466 | 8.29% | Q1 2026 | Apr 29, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 19,121 | 574 | 0.37% | 0.35% | 350 | +792 | 4.32% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 19,000 | 571 | 0.06% | 0.07% | 351 | -1,100 | -5.47% | Q1 2026 | May 06, 2026 |
| Cottage Street Advisors LLC | History | Added to | 18,969 | 570 | 0.25% | 0.24% | 352 | +17 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 17,870 | 537 | 0.25% | 0.25% | 353 | -634 | -3.43% | Q1 2026 | Apr 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 17,669 | 531 | 0.06% | 0.09% | 354 | -8,034 | -31.26% | Q1 2026 | Apr 16, 2026 |
| Austin Private Wealth, LLC | History | No change | 17,489 | 528 | 0.04% | 0.04% | 355 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 17,548 | 527 | 0.32% | 0.32% | 356 | +568 | 3.35% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 17,434 | 524 | 0.02% | 0.03% | 357 | -8,873 | -33.73% | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 17,350 | 521 | 0.4% | — | 358 | +17,350 | New | Q1 2026 | May 14, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 17,116 | 514 | 0.3% | 0.27% | 359 | +1,987 | 13.13% | Q1 2026 | May 13, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 16,900 | 508 | 0.35% | 0.32% | 360 | +1,553 | 10.12% | Q1 2026 | Apr 21, 2026 |
| Altiora Financial Group, LLC | History | Added to | 16,870 | 507 | 0.08% | 0.09% | 361 | +119 | 0.71% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Reduced | 16,710 | 502 | 0.02% | 0.06% | 363 | -23,207 | -58.14% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 16,726 | 502 | 0.03% | 0.03% | 362 | +893 | 5.64% | Q1 2026 | Apr 17, 2026 |
| LexAurum Advisors, LLC | History | New | 16,651 | 500 | 0.06% | — | 364 | +16,651 | New | Q1 2026 | Apr 13, 2026 |
| Bulwark Capital Corp | History | Reduced | 16,557 | 497 | 0.31% | 0.37% | 365 | -686 | -3.98% | Q1 2026 | Apr 07, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 16,496 | 496 | 0.02% | 0.02% | 366 | +233 | 1.43% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 16,315 | 490 | 0.02% | 0.03% | 368 | -1,459 | -8.21% | Q1 2026 | Apr 28, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 16,305 | 490 | 0.34% | 0.35% | 367 | -588 | -3.48% | Q1 2026 | May 07, 2026 |
| Marion Wealth Management | History | Added to | 16,163 | 486 | 0.11% | 0.11% | 369 | +3 | 0.02% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 16,104 | 484 | 0.01% | 0.01% | 370 | -1,106 | -6.43% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | No change | 15,857 | 476 | 0.18% | 0.17% | 371 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 15,809 | 475 | 0.01% | 0.01% | 372 | +778 | 5.18% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 15,564 | 468 | 0.0% | 0.0% | 373 | -996 | -6.01% | Q1 2026 | May 06, 2026 |
| Samara Investment Management, LLC | History | New | 15,526 | 466 | 0.48% | — | 375 | +15,526 | New | Q1 2026 | May 07, 2026 |
| HUB Investment Partners, LLC | History | New | 15,507 | 466 | 0.01% | — | 374 | +15,507 | New | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Added to | 15,288 | 459 | 0.11% | 0.08% | 378 | +4,813 | 45.95% | Q1 2026 | Apr 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 15,265 | 459 | 0.0% | 0.0% | 376 | -2,345 | -13.32% | Q1 2026 | May 15, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 15,280 | 459 | 0.25% | 0.22% | 379 | +1,809 | 13.43% | Q1 2026 | Apr 09, 2026 |
| Savant Capital, LLC | History | Reduced | 15,280 | 459 | 0.0% | 0.0% | 377 | -111 | -0.72% | Q1 2026 | May 04, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 15,264 | 458 | 0.01% | 0.01% | 380 | -383 | -2.45% | Q1 2026 | May 11, 2026 |
| Curi Capital, LLC | History | Reduced | 15,050 | 452 | 0.01% | 0.01% | 381 | -831 | -5.23% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 15,000 | 451 | 0.0% | 0.0% | 382 | -10,000 | -40.0% | Q1 2026 | Apr 30, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 15,025 | 451 | 0.11% | 0.11% | 383 | +1,676 | 12.56% | Q1 2026 | Apr 29, 2026 |
| Factor Wealth Management LTD | History | New | 14,833 | 446 | 0.08% | — | 384 | +14,833 | New | Q1 2026 | Apr 20, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 14,676 | 441 | 0.05% | 0.05% | 385 | +637 | 4.54% | Q1 2026 | Apr 29, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 14,588 | 438 | 0.18% | 0.21% | 387 | -364 | -2.43% | Q1 2026 | Apr 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 14,560 | 438 | 0.09% | 0.1% | 386 | +8 | 0.05% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 14,537 | 437 | 0.04% | 0.04% | 388 | -421 | -2.81% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 14,413 | 433 | 0.01% | 0.0% | 389 | +8,320 | 136.55% | Q1 2026 | May 11, 2026 |
| BCK Partners, Inc. | History | No change | 14,220 | 427 | 0.23% | 0.23% | 390 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 14,123 | 424 | 0.14% | 0.14% | 391 | -22 | -0.16% | Q1 2026 | Apr 14, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 14,071 | 423 | 0.17% | 0.17% | 392 | +40 | 0.29% | Q1 2026 | May 04, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 13,995 | 420 | 0.08% | 0.07% | 393 | +1,494 | 11.95% | Q1 2026 | Apr 29, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 13,961 | 419 | 0.37% | 0.36% | 394 | +602 | 4.51% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | No change | 13,747 | 413 | 0.04% | 0.03% | 395 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 13,647 | 410 | 0.11% | 0.12% | 396 | -377 | -2.69% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,392 | 402 | 0.01% | 0.01% | 397 | +4,522 | 50.98% | Q1 2026 | May 15, 2026 |
| LEE DANNER & BASS INC | History | No change | 13,250 | 398 | 0.03% | 0.03% | 398 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 13,107 | 394 | 0.4% | 0.36% | 399 | +1,759 | 15.5% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Reduced | 12,942 | 388 | 0.13% | 0.15% | 400 | -1,681 | -11.5% | Q1 2026 | May 08, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Reduced | 12,870 | 387 | 0.39% | 0.44% | 401 | -1,670 | -11.49% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 12,799 | 384 | 0.02% | 0.02% | 402 | +1,228 | 10.61% | Q1 2026 | Apr 15, 2026 |
| BDFS Capital LLC | History | Added to | 12,544 | 377 | 0.18% | 0.19% | 403 | +72 | 0.58% | Q1 2026 | Apr 15, 2026 |
| Ceeto Capital Group, LLC | History | No change | 12,500 | 376 | 0.12% | 0.11% | 404 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Auour Investments LLC | History | Reduced | 12,159 | 365 | 0.11% | 0.76% | 405 | -67,058 | -84.65% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 12,052 | 362 | 0.03% | 0.03% | 406 | +5 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 11,771 | 353 | 0.02% | 0.02% | 407 | -809 | -6.43% | Q1 2026 | May 14, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 11,709 | 352 | 0.32% | 0.35% | 409 | -1,250 | -9.65% | Q1 2026 | Apr 29, 2026 |
| First County Bank /CT/ | History | Added to | 11,710 | 352 | 0.19% | 0.17% | 408 | +1,184 | 11.25% | Q1 2026 | Apr 03, 2026 |
| AJ Advisors, LLC | History | Reduced | 11,705 | 351 | 0.13% | 0.13% | 410 | -109 | -0.92% | Q1 2026 | Apr 22, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 11,671 | 350 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 11,530 | 346 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 11,472 | 344 | 0.1% | 0.1% | 413 | -315 | -2.67% | Q1 2026 | Apr 10, 2026 |
| SimpliFi, Inc. | History | Reduced | 11,377 | 342 | 0.14% | 0.15% | 414 | -360 | -3.07% | Q1 2026 | Apr 22, 2026 |
| Red Door Wealth Management, LLC | History | New | 11,200 | 336 | 0.03% | — | 415 | +11,200 | New | Q1 2026 | Apr 22, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 11,115 | 334 | 0.05% | 0.05% | 416 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 11,038 | 331 | 0.0% | 0.0% | 417 | -6,779 | -38.05% | Q1 2026 | May 14, 2026 |
| Narus Financial Partners, LLC | History | Added to | 10,891 | 327 | 0.09% | 0.07% | 418 | +2,444 | 28.93% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 10,658 | 320 | 0.04% | 0.15% | 419 | -25,571 | -70.58% | Q1 2026 | May 15, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 10,659 | 320 | 0.17% | 0.21% | 420 | -2,734 | -20.41% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,528 | 316 | 0.0% | 0.0% | 421 | -5,005 | -32.22% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 10,046 | 302 | 0.0% | 0.0% | 422 | -857 | -7.86% | Q1 2026 | May 12, 2026 |
| Mathes Company, Inc. | History | No change | 10,000 | 301 | 0.11% | 0.11% | 423 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WT Wealth Management | History | No change | 10,000 | 300 | 0.09% | 0.09% | 424 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 9,875 | 297 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 9,795 | 294 | 0.08% | 0.07% | 426 | +1,106 | 12.73% | Q1 2026 | Apr 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 9,620 | 289 | 0.02% | 0.02% | 427 | +100 | 1.05% | Q1 2026 | Apr 20, 2026 |
| REINHART PARTNERS, LLC. | History | No change | 9,500 | 285 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 9,500 | 285 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SkyOak Wealth, LLC | History | No change | 9,502 | 285 | 0.05% | 0.05% | 430 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 9,381 | 282 | 0.01% | 0.02% | 431 | -8,793 | -48.38% | Q1 2026 | May 07, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 9,357 | 281 | 0.25% | 0.22% | 433 | +909 | 10.76% | Q1 2026 | Apr 21, 2026 |
| Diligent Investors, LLC | History | Added to | 9,368 | 281 | 0.07% | 0.07% | 432 | +21 | 0.22% | Q1 2026 | Apr 15, 2026 |
| Adelphi Trust Co | History | Added to | 9,235 | 277 | 0.23% | 0.21% | 435 | +722 | 8.48% | Q1 2026 | Apr 01, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 9,221 | 277 | 0.02% | 0.03% | 434 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NORDEN GROUP LLC | History | Added to | 9,206 | 276 | 0.03% | 0.03% | 436 | +217 | 2.41% | Q1 2026 | Apr 15, 2026 |
| Investors Research Corp | History | Added to | 9,083 | 273 | 0.05% | 0.05% | 437 | +189 | 2.13% | Q1 2026 | Apr 03, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 9,023 | 271 | 0.13% | 0.13% | 438 | -232 | -2.51% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 8,929 | 268 | 0.0% | 0.0% | 439 | -425 | -4.54% | Q1 2026 | May 15, 2026 |
| Rinkey Investments | History | Added to | 8,944 | 268 | 0.07% | 0.07% | 440 | +6 | 0.07% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,869 | 266 | 0.01% | 0.01% | 441 | -34 | -0.38% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 8,825 | 265 | 0.06% | 0.08% | 442 | -2,770 | -23.89% | Q1 2026 | May 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 8,280 | 249 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 8,234 | 247 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,181 | 246 | 0.01% | 0.01% | 445 | +103 | 1.28% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,996 | 240 | 0.01% | — | 448 | +7,996 | New | Q1 2026 | May 15, 2026 |
| Towercrest Capital Management | History | Added to | 8,237 | 240 | 0.04% | 0.04% | 447 | +174 | 2.16% | Q1 2026 | May 01, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,984 | 240 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Argentarii, LLC | History | New | 7,937 | 238 | 0.08% | — | 449 | +7,937 | New | Q1 2026 | May 12, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 7,845 | 235 | 0.06% | 0.06% | 450 | +56 | 0.72% | Q1 2026 | Apr 08, 2026 |
| Activest Wealth Management | History | Added to | 7,803 | 234 | 0.04% | 0.04% | 451 | +55 | 0.71% | Q1 2026 | Apr 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 7,767 | 233 | 0.03% | — | 453 | +7,767 | New | Q1 2026 | May 12, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 7,754 | 233 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Narwhal Capital Management | History | Reduced | 7,660 | 230 | 0.02% | 0.02% | 454 | -1,836 | -19.33% | Q1 2026 | Apr 23, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,674 | 230 | 0.02% | 0.02% | 455 | +54 | 0.71% | Q1 2026 | Apr 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 7,643 | 229 | 0.06% | — | 456 | +7,643 | New | Q1 2026 | Apr 24, 2026 |
| Alliance Wealth Management Group | History | Added to | 7,688 | 224 | 0.05% | 0.05% | 457 | +167 | 2.22% | Q1 2026 | Apr 29, 2026 |
| Wealth Advisors Northwest LLC | History | New | 7,268 | 218 | 0.09% | — | 459 | +7,268 | New | Q1 2026 | Apr 08, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 7,273 | 218 | 0.13% | 0.12% | 458 | +226 | 3.21% | Q1 2026 | May 01, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 7,206 | 216 | 0.02% | 0.03% | 460 | -2,038 | -22.05% | Q1 2026 | Apr 10, 2026 |
| PFG Investments, LLC | History | Added to | 7,095 | 213 | 0.01% | 0.01% | 462 | +13 | 0.18% | Q1 2026 | Apr 27, 2026 |
| NBT BANK N A /NY | History | No change | 7,085 | 213 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Uptown Financial Advisors LLC | History | No change | 7,115 | 213 | 0.17% | 0.15% | 463 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 7,026 | 211 | 0.07% | 0.07% | 464 | +27 | 0.39% | Q1 2026 | Apr 22, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 7,000 | 210 | 0.05% | 0.05% | 465 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | Added to | 6,874 | 207 | 0.01% | 0.0% | 466 | +3,706 | 116.98% | Q1 2026 | May 14, 2026 |
| Keener Financial Planning LLC | History | New | 6,760 | 203 | 0.09% | — | 467 | +6,760 | New | Q1 2026 | May 01, 2026 |
| XTX Topco Ltd | History | Reduced | 6,726 | 202 | 0.0% | 0.01% | 468 | -1,050 | -13.5% | Q1 2026 | May 15, 2026 |
| Braun-Bostich & Associates Inc. | History | New | 6,693 | 201 | 0.13% | — | 469 | +6,693 | New | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 6,657 | 200 | 0.0% | 0.01% | 471 | -8,009 | -54.61% | Q1 2026 | May 14, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 6,673 | 200 | 0.03% | 0.03% | 470 | -150 | -2.2% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 5,814 | 174 | 0.0% | 0.0% | 472 | -1,589 | -21.46% | Q1 2026 | May 14, 2026 |
| Graney & King, LLC | History | Added to | 5,731 | 172 | 0.09% | 0.1% | 473 | +14 | 0.24% | Q1 2026 | May 18, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 5,701 | 171 | 0.02% | 0.02% | 474 | +26 | 0.46% | Q1 2026 | Apr 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5,529 | 166 | 0.04% | 0.04% | 475 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 5,513 | 165 | 0.17% | 0.17% | 476 | +39 | 0.71% | Q1 2026 | May 12, 2026 |
| Y.D. More Investments Ltd | History | Added to | 5,300 | 159 | 0.01% | 0.01% | 477 | +1,220 | 29.9% | Q1 2026 | May 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 5,146 | 154 | 0.01% | 0.02% | 478 | -2,798 | -35.22% | Q1 2026 | Apr 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 5,099 | 153 | 0.02% | 0.02% | 480 | +1,070 | 26.56% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | Added to | 5,111 | 153 | 0.02% | 0.02% | 479 | +528 | 11.52% | Q1 2026 | May 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,000 | 150 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,710 | 141 | 0.0% | 0.0% | 482 | +2,235 | 90.3% | Q1 2026 | May 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 4,432 | 133 | 0.02% | — | 484 | +4,432 | New | Q1 2026 | May 11, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 4,436 | 133 | 0.05% | 0.06% | 483 | -647 | -12.73% | Q1 2026 | May 01, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 4,202 | 126 | 0.03% | 0.03% | 485 | -288 | -6.41% | Q1 2026 | Apr 30, 2026 |
| Lodestone Wealth Management LLC | History | No change | 4,200 | 126 | 0.05% | 0.05% | 486 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | Added to | 4,144 | 124 | 0.02% | 0.01% | 487 | +1,434 | 52.92% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,812 | 114 | 0.0% | 0.0% | 488 | -1,201 | -23.96% | Q1 2026 | Apr 27, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 3,592 | 108 | 0.02% | 0.02% | 489 | +25 | 0.7% | Q1 2026 | Apr 22, 2026 |
| Blue Trust, Inc. | History | No change | 3,600 | 108 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,417 | 102 | 0.0% | 0.0% | 491 | -329 | -8.78% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | New | 3,206 | 96 | 0.01% | — | 492 | +3,206 | New | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,184 | 95 | 0.0% | 0.0% | 493 | +2,870 | 914.01% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,056 | 92 | 0.03% | 0.03% | 494 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 79,065 | 91 | 0.0% | 0.01% | 495 | +15,180 | 23.76% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,993 | 90 | 0.0% | 0.0% | 496 | -151 | -4.8% | Q1 2026 | Apr 13, 2026 |
| Banque Transatlantique SA | History | New | 2,755 | 82 | 0.0% | — | 497 | +2,755 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 2,530 | 76 | 0.0% | 0.0% | 498 | -1,842 | -42.13% | Q1 2026 | May 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,500 | 75 | 0.05% | 0.05% | 499 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,368 | 71 | 0.0% | 0.0% | 501 | +1,252 | 112.19% | Q1 2026 | Apr 24, 2026 |
| Triumph Capital Management | History | No change | 2,385 | 71 | 0.01% | 0.02% | 500 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2,380 | 71 | 0.05% | 0.05% | 502 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,203 | 66 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | No change | 2,045 | 61 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,028 | 60 | 0.0% | 0.0% | 505 | +1,046 | 106.52% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | No change | 2,000 | 60 | 0.02% | 0.03% | 506 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,930 | 57 | 0.0% | 0.0% | 507 | +18 | 0.94% | Q1 2026 | Apr 27, 2026 |
| Kennebec Savings Bank | History | Added to | 1,678 | 50 | 0.04% | 0.04% | 509 | +77 | 4.81% | Q1 2026 | Apr 17, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,690 | 50 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CITIGROUP INC | History | Added to | 1,420 | 42 | 0.0% | 0.0% | 510 | +1,307 | 1156.64% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,325 | 39 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,230 | 36 | 0.0% | 0.0% | 513 | -577 | -31.93% | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,210 | 36 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LRI Investments, LLC | History | Reduced | 1,169 | 35 | 0.0% | 0.0% | 514 | -34 | -2.83% | Q1 2026 | Apr 30, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 1,135 | 34 | 0.02% | 0.02% | 515 | -27 | -2.32% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 1,080 | 32 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,000 | 30 | 0.09% | 0.04% | 518 | -27,499 | -96.49% | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | New | 1,030 | 30 | 0.01% | — | 520 | +1,030 | New | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | New | 1,000 | 30 | 0.01% | — | 519 | +1,000 | New | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,011 | 30 | 0.0% | 0.0% | 517 | -104 | -9.33% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 970 | 29 | 0.0% | 0.0% | 521 | +4 | 0.41% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 938 | 28 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Westfuller Advisors, LLC | History | No change | 908 | 27 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 800 | 24 | 0.01% | 0.02% | 524 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 700 | 21 | 0.0% | — | 526 | +700 | New | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 713 | 21 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 603 | 18 | 0.0% | 0.01% | 528 | -6,297 | -91.26% | Q1 2026 | May 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 620 | 18 | 0.01% | — | 529 | +620 | New | Q1 2026 | Apr 16, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 615 | 18 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Napier Financial, LLC | History | New | 583 | 17 | 0.0% | — | 531 | +583 | New | Q1 2026 | May 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 577 | 17 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 543 | 16 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 520 | 15 | 0.0% | 0.0% | 533 | -113 | -17.85% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 518 | 15 | 0.01% | 0.01% | 534 | -104 | -16.72% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 475 | 14 | 0.01% | — | 536 | +475 | New | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 484 | 14 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 437 | 13 | 0.0% | 0.0% | 538 | +217 | 98.64% | Q1 2026 | May 06, 2026 |
| Winch Advisory Services, LLC | History | Added to | 456 | 13 | 0.0% | 0.0% | 537 | +3 | 0.66% | Q1 2026 | Apr 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 459 | 13 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 407 | 12 | 0.0% | — | 542 | +407 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 407 | 12 | 0.0% | 0.01% | 541 | -262 | -39.16% | Q1 2026 | May 13, 2026 |
| Hoese & Co LLP | History | No change | 408 | 12 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Realta Investment Advisors | History | New | 376 | 11 | 0.0% | — | 544 | +376 | New | Q1 2026 | Apr 22, 2026 |
| Dunhill Financial, LLC | History | New | 376 | 11 | 0.0% | — | 545 | +376 | New | Q1 2026 | May 06, 2026 |
| Silicon Valley Capital Partners | History | Added to | 383 | 11 | 0.0% | 0.0% | 543 | +2 | 0.52% | Q1 2026 | May 19, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 349 | 10 | 0.0% | — | 547 | +349 | New | Q1 2026 | Apr 17, 2026 |
| Basepoint Wealth LLC | History | Reduced | 345 | 10 | 0.01% | 0.01% | 546 | -125 | -26.6% | Q1 2026 | May 07, 2026 |
| MOTCO | History | No change | 327 | 9 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HORIZON BANCORP INC /IN/ | History | New | 252 | 8 | 0.0% | — | 550 | +252 | New | Q1 2026 | Apr 22, 2026 |
| United Financial Planning Group LLC | History | Added to | 298 | 8 | 0.0% | 0.0% | 549 | +2 | 0.68% | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 244 | 7 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 252 | 7 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 207 | 6 | 0.0% | 0.0% | 554 | -148 | -41.69% | Q1 2026 | Apr 24, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 226 | 6 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Reduced | 200 | 5 | 0.0% | 0.29% | 556 | -747,395 | -99.97% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 165 | 5 | 0.0% | 0.0% | 555 | -1,627 | -90.79% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 199 | 5 | 0.0% | — | 560 | +199 | New | Q1 2026 | Apr 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 183 | 5 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 185 | 5 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Aventura Private Wealth, LLC | History | No change | 199 | 5 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 141 | 4 | 0.0% | — | 564 | +141 | New | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 137 | 4 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Register Financial Advisors LLC | History | No change | 160 | 4 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 120 | 3 | 0.0% | — | 567 | +120 | New | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | No change | 133 | 3 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 132 | 3 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Park Square Financial Group, LLC | History | New | 72 | 2 | 0.02% | — | 570 | +72 | New | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 72 | 2 | 0.0% | 0.0% | 569 | -3 | -4.0% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 68 | 2 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Walsh & Associates, LLC | History | New | 44 | 1 | 0.0% | — | 581 | +44 | New | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | New | 42 | 1 | 0.0% | — | 579 | +42 | New | Q1 2026 | May 08, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 41 | 1 | 0.0% | 0.0% | 578 | -35 | -46.05% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | New | 35 | 1 | 0.0% | — | 580 | +35 | New | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 49 | 1 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| New Millennium Group LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | No change | 58 | 1 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Virtus Fixed Income Advisers, LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fortune 45 LLC | History | Closed out | 0 | 0 | — | 3.75% | — | -259,640 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Closed out | 0 | 0 | — | 0.08% | — | -228,061 | -100.0% | Q1 2026 | May 11, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 0.84% | — | -99,244 | -100.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -92,012 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -48,936 | -100.0% | Q1 2026 | May 01, 2026 |
| Tranquilli Financial Advisor LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -36,670 | -100.0% | Q1 2026 | May 11, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -35,360 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,765 | -100.0% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -33,634 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -32,273 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.14% | — | -26,450 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,615 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,779 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -15,690 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Adalta Capital Management LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -14,543 | -100.0% | Q1 2026 | May 15, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -13,184 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -13,045 | -100.0% | Q1 2026 | Apr 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,920 | -100.0% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,527 | -100.0% | Q1 2026 | Apr 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,887 | -100.0% | Q1 2026 | Apr 13, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -9,587 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Elser Financial Planning, Inc | History | Closed out | 0 | 0 | — | 0.2% | — | -9,362 | -100.0% | Q1 2026 | Apr 15, 2026 |
| APS Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -8,485 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Perennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,840 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,747 | -100.0% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,837 | -100.0% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.07% | — | -4,558 | -100.0% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 21 | 0 | — | 0.01% | — | -2,731 | -99.24% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,911 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -1,844 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -1,099 | -98.57% | Q1 2026 | May 15, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,084 | -100.0% | Q1 2026 | May 11, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -459 | -100.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q1 2026 | May 07, 2026 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 01, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 11, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 01, 2026 |
| WFA of San Diego, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -49 | -90.74% | Q1 2026 | May 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Addison Advisors LLC | History | Reduced | 18 | 0 | — | — | — | -2 | -10.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |