SPDR SERIES TRUST - SPSM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 24,590,961 | 1,188,235 | 0.32% | 0.35% | 1 | -2,399,316 | -8.89% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 20,673,325 | 998,935 | 2.03% | 1.88% | 2 | -454,124 | -2.15% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 19,018,965 | 918,996 | 1.74% | 1.67% | 3 | +261,446 | 1.39% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 7,192,298 | 347,531 | 0.02% | 0.04% | 4 | -6,554,962 | -47.68% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 6,582,690 | 318,075 | 0.05% | 0.05% | 5 | +119,363 | 1.85% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 5,412,325 | 261,523 | 3.11% | 3.06% | 6 | +109,719 | 2.07% | Q1 2026 | May 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 4,910,917 | 237,295 | 3.48% | 2.47% | 7 | +1,430,204 | 41.09% | Q1 2026 | Apr 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,449,775 | 215,009 | 0.05% | 0.04% | 8 | +651,091 | 17.14% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,282,710 | 206,940 | 0.06% | 0.05% | 9 | +791,105 | 22.66% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,927,202 | 189,762 | 0.01% | 0.01% | 10 | +86,868 | 2.26% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 2,802,621 | 135,422 | 0.09% | 0.09% | 11 | +9,416 | 0.34% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,796,663 | 135,134 | 0.04% | 0.04% | 12 | +218,100 | 8.46% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 2,353,021 | 113,697 | 0.02% | 0.01% | 13 | +1,066,575 | 82.91% | Q1 2026 | May 05, 2026 |
| STATE STREET CORP | History | Added to | 1,932,381 | 93,372 | 0.0% | 0.0% | 14 | +272,985 | 16.45% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,914,845 | 92,525 | 0.05% | 0.05% | 15 | +2,387 | 0.12% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,900,594 | 91,839 | 0.13% | 0.14% | 16 | -96,096 | -4.81% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,871,039 | 90,408 | 9.34% | 8.85% | 17 | +61,540 | 3.4% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,757,127 | 84,904 | 1.65% | 1.55% | 18 | +74,490 | 4.43% | Q1 2026 | Apr 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,726,647 | 83,425 | 1.4% | 1.34% | 19 | +4,470 | 0.26% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,629,720 | 78,748 | 0.05% | 0.05% | 20 | +110,981 | 7.31% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 1,437,727 | 69,470 | 0.14% | 0.15% | 21 | -104,018 | -6.75% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 1,402,122 | 67,750 | 0.07% | 0.07% | 22 | +63,809 | 4.77% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Added to | 1,383,470 | 66,849 | 1.45% | 1.06% | 23 | +105,058 | 8.22% | Q1 2026 | May 07, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 1,326,423 | 64,092 | 6.26% | 5.97% | 24 | +32,543 | 2.52% | Q1 2026 | May 06, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,287,969 | 62,234 | 0.53% | 0.49% | 25 | -20,863 | -1.59% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,206,125 | 58,279 | 0.05% | 0.05% | 26 | +9,060 | 0.76% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,199,602 | 57,965 | 1.05% | 1.02% | 27 | +68,720 | 6.08% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | Added to | 1,171,959 | 56,629 | 0.61% | 0.04% | 28 | +1,139,717 | 3534.88% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,137,153 | 54,947 | 0.3% | 0.19% | 29 | -40,170 | -3.41% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,049,517 | 50,712 | 0.05% | 0.05% | 30 | +11,431 | 1.1% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 969,204 | 46,831 | 0.22% | 0.26% | 31 | -220,455 | -18.53% | Q1 2026 | Apr 24, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 963,862 | 46,573 | 2.4% | 2.39% | 32 | -16,725 | -1.71% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 945,778 | 45,700 | 0.01% | 0.01% | 33 | -49,212 | -4.95% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 970,475 | 45,677 | 0.29% | 0.31% | 34 | +12,733 | 1.33% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 915,509 | 44,237 | 0.06% | 0.06% | 35 | +19,763 | 2.21% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 868,384 | 41,960 | 0.23% | 0.2% | 36 | +82,794 | 10.54% | Q1 2026 | Apr 15, 2026 |
| Stadion Money Management, LLC | History | Reduced | 861,902 | 41,647 | 4.19% | 3.52% | 37 | -64,586 | -6.97% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 809,845 | 39,131 | 2.5% | 2.35% | 38 | +19,746 | 2.5% | Q1 2026 | Apr 14, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 774,051 | 37,402 | 2.32% | 2.8% | 39 | -237,678 | -23.49% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 759,436 | 36,695 | 0.05% | 0.05% | 40 | -16,070 | -2.07% | Q1 2026 | Apr 27, 2026 |
| Banco Santander, S.A. | History | Added to | 747,076 | 36,098 | 0.29% | 0.24% | 41 | +50,335 | 7.22% | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 738,807 | 35,699 | 0.24% | 0.21% | 42 | +88,839 | 13.67% | Q1 2026 | May 07, 2026 |
| One Day In July LLC | History | Added to | 737,202 | 35,621 | 2.85% | 2.61% | 43 | +58,028 | 8.54% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 736,492 | 35,588 | 0.01% | 0.01% | 44 | +79,435 | 12.09% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 682,870 | 32,996 | 2.43% | 2.2% | 45 | +56,125 | 8.95% | Q1 2026 | Apr 22, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 699,363 | 32,870 | 0.03% | — | 46 | +699,363 | New | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 677,379 | 32,743 | 0.2% | 0.16% | 47 | +94,642 | 16.24% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 676,310 | 32,679 | 0.09% | 0.08% | 48 | +28,587 | 4.41% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 665,427 | 31,657 | 0.05% | 0.04% | 49 | +29,483 | 4.64% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 655,147 | 31,656 | 4.21% | 4.49% | 50 | -63,708 | -8.86% | Q1 2026 | Apr 09, 2026 |
| BOKF, NA | History | Added to | 643,708 | 31,103 | 0.48% | 0.45% | 51 | +18,343 | 2.93% | Q1 2026 | May 08, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 562,067 | 29,845 | 6.2% | 4.31% | 52 | +162,285 | 40.59% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 617,033 | 29,815 | 1.18% | 1.17% | 53 | -24,820 | -3.87% | Q1 2026 | Apr 13, 2026 |
| GREENLEAF TRUST | History | Added to | 613,136 | 29,626 | 0.29% | 0.23% | 54 | +73,369 | 13.59% | Q1 2026 | Apr 27, 2026 |
| TSG Advice Partners, LLC | History | Added to | 599,773 | 28,981 | 4.34% | 0.1% | 55 | +585,922 | 4230.18% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 594,132 | 28,708 | 0.07% | 0.07% | 56 | +60,566 | 11.35% | Q1 2026 | Apr 30, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 583,909 | 28,214 | 1.21% | 1.16% | 57 | +19,942 | 3.54% | Q1 2026 | May 11, 2026 |
| RKL Wealth Management LLC | History | Reduced | 570,265 | 27,555 | 2.48% | 2.35% | 58 | -41,605 | -6.8% | Q1 2026 | Apr 24, 2026 |
| HighPoint Advisor Group LLC | History | New | 567,620 | 27,427 | 1.15% | — | 59 | +567,620 | New | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 549,962 | 26,574 | 0.75% | 0.79% | 60 | +9,585 | 1.77% | Q1 2026 | Apr 09, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 549,596 | 26,556 | 3.3% | 2.98% | 61 | +59,656 | 12.18% | Q1 2026 | Apr 27, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 542,399 | 26,208 | 11.45% | 10.6% | 62 | -42,331 | -7.24% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 541,600 | 26,152 | 0.03% | 0.03% | 63 | +37,465 | 7.43% | Q1 2026 | May 13, 2026 |
| KWB Wealth | History | Reduced | 548,831 | 25,718 | 2.54% | 2.68% | 64 | -55,083 | -9.12% | Q1 2026 | Apr 08, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 503,692 | 24,338 | 3.01% | 1.84% | 65 | +198,030 | 64.79% | Q1 2026 | Apr 23, 2026 |
| SPINNAKER TRUST | History | Reduced | 492,236 | 23,784 | 1.32% | 1.29% | 66 | -21,980 | -4.27% | Q1 2026 | Apr 23, 2026 |
| Crews Bank & Trust | History | Reduced | 486,725 | 23,518 | 3.41% | 3.48% | 67 | -31,917 | -6.15% | Q1 2026 | May 13, 2026 |
| Compton Financial Group, LLC | History | Reduced | 465,372 | 22,486 | 4.97% | 6.43% | 68 | -140,960 | -23.25% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Added to | 457,735 | 22,117 | 0.3% | 0.26% | 69 | +76,323 | 20.01% | Q1 2026 | Apr 08, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 457,334 | 22,098 | 3.93% | 4.12% | 70 | -7,391 | -1.59% | Q1 2026 | Apr 27, 2026 |
| Penserra Capital Management LLC | History | Added to | 436,531 | 21,093 | 0.25% | 0.12% | 71 | +228,883 | 110.23% | Q1 2026 | May 11, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 431,328 | 20,841 | 0.64% | 0.7% | 72 | -23,060 | -5.07% | Q1 2026 | May 08, 2026 |
| United Asset Strategies, Inc. | History | Added to | 429,834 | 20,769 | 1.65% | 1.08% | 73 | +132,504 | 44.56% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 427,811 | 20,671 | 0.03% | 0.01% | 74 | +302,971 | 242.69% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 391,247 | 20,501 | 0.37% | 0.56% | 75 | +147,122 | 60.27% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 413,944 | 20,001 | 3.56% | 3.5% | 76 | +26,446 | 6.82% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 411,006 | 19,859 | 0.46% | 0.45% | 77 | +16,015 | 4.05% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 401,991 | 19,424 | 0.15% | 0.18% | 78 | +79,689 | 24.72% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 399,909 | 19,323 | 0.04% | 0.05% | 79 | +66,580 | 19.97% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 404,830 | 19,027 | 0.0% | 0.0% | 80 | +430 | 0.11% | Q1 2026 | May 13, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 386,844 | 18,837 | 3.08% | 2.99% | 81 | +170 | 0.04% | Q1 2026 | Apr 20, 2026 |
| Allen Capital Group, LLC | History | No change | 397,908 | 18,645 | 1.71% | 1.71% | 82 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 376,612 | 18,197 | 8.25% | 8.0% | 83 | -5,065 | -1.33% | Q1 2026 | May 01, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 376,271 | 18,181 | 1.72% | 1.67% | 84 | -9,515 | -2.47% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 375,765 | 18,157 | 0.14% | 0.15% | 85 | -9,882 | -2.56% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 366,585 | 17,715 | 0.05% | 0.07% | 86 | -109,543 | -23.01% | Q1 2026 | May 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 366,407 | 17,704 | 2.73% | 2.66% | 87 | +16,164 | 4.62% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 359,055 | 17,349 | 0.76% | 0.94% | 88 | -66,278 | -15.58% | Q1 2026 | Apr 28, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 357,830 | 16,925 | 2.62% | 2.62% | 89 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 349,866 | 16,905 | 3.98% | 3.9% | 90 | -6,586 | -1.85% | Q1 2026 | Apr 23, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 342,840 | 16,566 | 0.5% | 0.49% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 336,883 | 16,439 | 0.03% | 0.04% | 92 | -207,442 | -38.11% | Q1 2026 | Apr 08, 2026 |
| My Portfolio Guide, LLC | History | New | 336,521 | 16,261 | 8.99% | — | 93 | +336,521 | New | Q1 2026 | May 05, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 334,996 | 16,186 | 1.19% | 1.07% | 94 | +22,789 | 7.3% | Q1 2026 | Apr 15, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 332,689 | 16,075 | 5.23% | 4.99% | 95 | +13,946 | 4.38% | Q1 2026 | May 08, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 332,052 | 16,044 | 1.09% | 1.06% | 96 | +6,116 | 1.88% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 326,417 | 15,772 | 0.12% | 0.13% | 97 | -16,226 | -4.74% | Q1 2026 | Apr 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 322,548 | 15,585 | 1.3% | 1.36% | 98 | -9,115 | -2.75% | Q1 2026 | Apr 22, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 321,698 | 15,544 | 1.72% | 1.61% | 99 | +15,498 | 5.06% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 319,997 | 15,462 | 0.15% | 0.15% | 100 | -544 | -0.17% | Q1 2026 | May 08, 2026 |
| WBH ADVISORY INC | History | Added to | 313,519 | 15,249 | 1.14% | 1.08% | 101 | +3,337 | 1.08% | Q1 2026 | Apr 27, 2026 |
| TEXAS PERMANENT SCHOOL FUND CORP | History | Reduced | 312,500 | 15,100 | 0.56% | 3.88% | 102 | -1,498,103 | -82.74% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 307,346 | 14,850 | 0.07% | 0.06% | 103 | +83,290 | 37.17% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 307,211 | 14,844 | 0.06% | 0.06% | 104 | +18,469 | 6.4% | Q1 2026 | Apr 30, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 305,899 | 14,781 | 2.71% | 2.88% | 105 | -11,483 | -3.62% | Q1 2026 | May 04, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 303,000 | 14,640 | 1.54% | 2.31% | 106 | -147,872 | -32.8% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 299,826 | 14,487 | 0.21% | 0.22% | 107 | +12,869 | 4.48% | Q1 2026 | Apr 10, 2026 |
| Austin Private Wealth, LLC | History | No change | 303,728 | 14,232 | 1.06% | 1.06% | 108 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 292,052 | 14,111 | 3.98% | 3.84% | 109 | -4,903 | -1.65% | Q1 2026 | Apr 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 290,530 | 14,038 | 0.04% | 0.04% | 110 | -57,687 | -16.57% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 289,293 | 13,962 | 0.02% | — | 111 | +289,293 | New | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 288,717 | 13,950 | 0.06% | 0.05% | 112 | +18,869 | 6.99% | Q1 2026 | May 14, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 285,077 | 13,774 | 7.86% | 7.28% | 113 | +7,739 | 2.79% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Added to | 279,186 | 13,519 | 0.02% | 0.01% | 114 | +68,727 | 32.66% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 279,669 | 13,513 | 0.49% | 0.48% | 115 | +57,166 | 25.69% | Q1 2026 | May 19, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 277,052 | 13,387 | 1.85% | — | 116 | +277,052 | New | Q1 2026 | Apr 16, 2026 |
| OneAscent Financial Services LLC | History | New | 274,293 | 13,253 | 0.72% | — | 117 | +274,293 | New | Q1 2026 | Apr 21, 2026 |
| Carnegie Investment Counsel | History | Added to | 273,617 | 13,221 | 0.26% | 0.24% | 118 | +248 | 0.09% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Added to | 273,555 | 13,218 | 0.31% | 0.29% | 119 | +21,040 | 8.33% | Q1 2026 | May 15, 2026 |
| Gibbs Wealth Management | History | Added to | 269,984 | 13,045 | 1.71% | 1.39% | 120 | +153,728 | 132.23% | Q1 2026 | May 13, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 263,496 | 12,732 | 4.94% | 4.48% | 121 | +42,576 | 19.27% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 258,170 | 12,474 | 0.96% | 0.85% | 122 | +16,378 | 6.77% | Q1 2026 | May 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 255,778 | 12,359 | 4.99% | 4.49% | 123 | +19,475 | 8.24% | Q1 2026 | Apr 29, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 251,695 | 12,161 | 1.92% | 1.67% | 124 | +23,949 | 10.52% | Q1 2026 | Apr 29, 2026 |
| Financial Insights, Inc. | History | Added to | 251,186 | 12,137 | 3.93% | 3.61% | 125 | +21,058 | 9.15% | Q1 2026 | May 18, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 248,750 | 12,019 | 0.29% | 0.26% | 126 | -1,279 | -0.51% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 249,324 | 11,683 | 0.21% | 0.21% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 238,308 | 11,515 | 0.23% | 0.23% | 128 | +735 | 0.31% | Q1 2026 | May 14, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 228,575 | 11,044 | 1.06% | 1.51% | 129 | -108,827 | -32.25% | Q1 2026 | Apr 10, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 222,063 | 10,730 | 2.37% | 2.45% | 130 | -13,195 | -5.61% | Q1 2026 | Apr 03, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 221,406 | 10,698 | 0.88% | 0.85% | 131 | +13,714 | 6.6% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 221,148 | 10,685 | 0.06% | 0.08% | 132 | -72,331 | -24.65% | Q1 2026 | May 05, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | New | 220,956 | 10,676 | 2.32% | — | 133 | +220,956 | New | Q1 2026 | May 11, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 218,013 | 10,534 | 2.37% | 2.3% | 134 | +8,773 | 4.19% | Q1 2026 | Apr 22, 2026 |
| BANK OF NOVA SCOTIA | History | New | 217,100 | 10,490 | 0.02% | — | 135 | +217,100 | New | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 214,545 | 10,367 | 1.68% | 1.82% | 136 | -9,576 | -4.27% | Q1 2026 | Apr 29, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 213,495 | 10,316 | 0.98% | 1.05% | 137 | -30,948 | -12.66% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 213,193 | 10,301 | 0.12% | 0.11% | 138 | +3,104 | 1.48% | Q1 2026 | Apr 28, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 207,723 | 10,037 | 0.1% | 0.1% | 139 | -2,076 | -0.99% | Q1 2026 | May 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 80,410 | 9,995 | 1.81% | 1.81% | 140 | -1,295 | -1.58% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 203,636 | 9,839 | 0.36% | 0.35% | 141 | +5,133 | 2.59% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 201,674 | 9,744 | 0.24% | 0.24% | 142 | -2,467 | -1.21% | Q1 2026 | Apr 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 191,905 | 9,272 | 0.0% | 0.0% | 143 | +6,591 | 3.56% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 190,637 | 9,211 | 0.29% | 0.32% | 144 | +190 | 0.1% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 189,103 | 9,137 | 0.33% | 1.22% | 145 | -557,695 | -74.68% | Q1 2026 | Apr 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 188,676 | 9,116 | 0.14% | 0.13% | 146 | +27,807 | 17.29% | Q1 2026 | May 04, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 186,000 | 8,987 | 0.16% | 0.03% | 147 | +144,000 | 342.86% | Q1 2026 | Apr 20, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 183,755 | 8,878 | 2.63% | 2.56% | 148 | +2,285 | 1.26% | Q1 2026 | May 04, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 180,714 | 8,732 | 2.02% | 1.96% | 149 | +3,022 | 1.7% | Q1 2026 | May 06, 2026 |
| Private Advisory Group LLC | History | Added to | 178,230 | 8,612 | 0.57% | 0.64% | 150 | +4,003 | 2.3% | Q1 2026 | May 08, 2026 |
| Vivaldi Capital Management LP | History | Added to | 172,345 | 8,327 | 1.15% | 0.98% | 151 | +19,157 | 12.51% | Q1 2026 | May 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 161,507 | 8,154 | 1.14% | 0.92% | 152 | +25,245 | 18.53% | Q1 2026 | Apr 13, 2026 |
| WRAPMANAGER INC | History | Reduced | 167,238 | 8,080 | 2.81% | 2.77% | 153 | -7,824 | -4.47% | Q1 2026 | May 11, 2026 |
| Bensler, LLC | History | Added to | 165,738 | 8,008 | 0.83% | 0.75% | 154 | +6,049 | 3.79% | Q1 2026 | May 01, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 150,015 | 7,965 | 3.35% | 3.28% | 155 | +6,232 | 4.33% | Q1 2026 | May 08, 2026 |
| International City Management Association Retirement Corp | History | No change | 161,660 | 7,811 | 4.0% | 3.85% | 156 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 155,933 | 7,534 | 0.33% | 0.35% | 157 | -29,642 | -15.97% | Q1 2026 | May 06, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 153,348 | 7,409 | 0.96% | 0.78% | 158 | +2,783 | 1.85% | Q1 2026 | Apr 22, 2026 |
| RVW Wealth, LLC | History | Reduced | 153,116 | 7,398 | 0.58% | 0.64% | 159 | -26,866 | -14.93% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Group, LLC | History | Added to | 152,063 | 7,347 | 3.43% | 3.37% | 160 | +2,028 | 1.35% | Q1 2026 | Apr 23, 2026 |
| Portside Wealth Group, LLC | History | Added to | 150,338 | 7,264 | 0.98% | 0.87% | 161 | +12,358 | 8.96% | Q1 2026 | May 12, 2026 |
| AF Advisors, Inc. | History | No change | 150,000 | 7,248 | 4.01% | 2.67% | 162 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 148,342 | 7,167 | 1.82% | 2.03% | 163 | -3,046 | -2.01% | Q1 2026 | Apr 16, 2026 |
| Collier Financial | History | Reduced | 148,220 | 7,161 | 5.46% | 5.32% | 164 | -2,903 | -1.92% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 146,725 | 7,089 | 0.1% | 0.09% | 165 | +23,720 | 19.28% | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 146,587 | 7,083 | 1.15% | 1.12% | 166 | -759 | -0.52% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 145,680 | 7,039 | 0.01% | 0.01% | 167 | +25,585 | 21.3% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 144,312 | 6,973 | 0.31% | 0.28% | 168 | +11,993 | 9.06% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 143,890 | 6,952 | 0.11% | 0.09% | 169 | +46,112 | 47.16% | Q1 2026 | May 15, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 142,248 | 6,873 | 1.61% | 1.4% | 170 | +13,282 | 10.3% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 142,110 | 6,866 | 0.04% | 0.04% | 171 | -11 | -0.01% | Q1 2026 | May 05, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 139,728 | 6,751 | 0.26% | 0.28% | 172 | -1,393 | -0.99% | Q1 2026 | Apr 29, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 135,376 | 6,541 | 3.45% | 2.85% | 173 | -22 | -0.02% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 135,291 | 6,537 | 0.73% | 0.71% | 174 | +4,216 | 3.22% | Q1 2026 | Apr 29, 2026 |
| BROWN ADVISORY INC | History | Added to | 133,747 | 6,462 | 0.01% | 0.01% | 175 | +3,757 | 2.89% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Added to | 133,476 | 6,449 | 0.47% | 0.5% | 176 | +2,322 | 1.77% | Q1 2026 | May 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 132,225 | 6,389 | 0.34% | 0.37% | 177 | -2,406 | -1.79% | Q1 2026 | Apr 16, 2026 |
| &PARTNERS | History | Added to | 129,154 | 6,233 | 0.03% | 0.03% | 178 | +25,544 | 24.65% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 127,678 | 6,169 | 0.0% | 0.0% | 179 | +74,119 | 138.39% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 127,181 | 6,145 | 0.21% | 0.14% | 180 | -4,776 | -3.62% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Reduced | 126,702 | 6,122 | 0.08% | 0.08% | 181 | -1,724 | -1.34% | Q1 2026 | May 01, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 124,320 | 6,007 | 0.19% | 0.25% | 182 | -26,765 | -17.72% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 85,604 | 6,001 | 0.28% | 0.04% | 183 | -144,061 | -62.73% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | Reduced | 122,585 | 5,923 | 3.06% | 3.32% | 184 | -23,000 | -15.8% | Q1 2026 | May 08, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 122,134 | 5,901 | 0.22% | 0.13% | 185 | +36,469 | 42.57% | Q1 2026 | Apr 21, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 121,497 | 5,870 | 0.76% | 0.57% | 186 | +26,844 | 28.36% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 120,589 | 5,826 | 0.04% | 0.04% | 187 | +7,994 | 7.1% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 119,291 | 5,764 | 0.29% | 0.29% | 188 | +236 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Added to | 119,233 | 5,761 | 0.02% | 0.02% | 189 | +8,711 | 7.88% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 118,444 | 5,723 | 0.11% | 0.12% | 190 | -16,452 | -12.2% | Q1 2026 | Apr 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 117,355 | 5,708 | 0.91% | 0.86% | 191 | +11,896 | 11.28% | Q1 2026 | Apr 14, 2026 |
| Fiduciary Group, LLC | History | Added to | 117,098 | 5,658 | 0.48% | 0.43% | 192 | +7,977 | 7.31% | Q1 2026 | May 11, 2026 |
| Hofer & Associates. Inc | History | Added to | 115,145 | 5,563 | 2.99% | 2.78% | 193 | +3,256 | 2.91% | Q1 2026 | Apr 21, 2026 |
| Napier Financial, LLC | History | Added to | 108,923 | 5,263 | 1.21% | 1.27% | 194 | +769 | 0.71% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 106,067 | 5,125 | 0.0% | 0.0% | 195 | +5,498 | 5.47% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 105,897 | 5,117 | 0.01% | 0.01% | 196 | +5,305 | 5.27% | Q1 2026 | Apr 22, 2026 |
| Pachira Investments Inc. | History | Reduced | 105,860 | 5,115 | 2.39% | 2.7% | 197 | -12,673 | -10.69% | Q1 2026 | Apr 27, 2026 |
| 626 Financial, LLC | History | Reduced | 105,206 | 5,083 | 2.27% | 2.14% | 198 | -918 | -0.87% | Q1 2026 | Apr 23, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 104,370 | 5,043 | 1.9% | 2.25% | 199 | -22,540 | -17.76% | Q1 2026 | Apr 22, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 103,400 | 4,996 | 0.0% | 0.0% | 200 | -3,600 | -3.36% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 103,255 | 4,989 | 0.01% | 0.01% | 201 | -4,080 | -3.8% | Q1 2026 | May 14, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 103,204 | 4,986 | 0.28% | 0.67% | 202 | -166,102 | -61.68% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 100,676 | 4,864 | 0.03% | 0.03% | 203 | +4,970 | 5.19% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 98,944 | 4,780 | 0.13% | 0.17% | 204 | -29,016 | -22.68% | Q1 2026 | May 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 97,168 | 4,695 | 0.57% | 0.54% | 205 | +4,231 | 4.55% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 96,912 | 4,682 | 0.01% | 0.01% | 206 | -76,158 | -44.0% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 96,334 | 4,654 | 0.01% | 0.0% | 207 | +68,863 | 250.68% | Q1 2026 | May 15, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 96,319 | 4,654 | 1.33% | 1.2% | 208 | +7,017 | 7.86% | Q1 2026 | Apr 30, 2026 |
| Shum Financial Group, Inc. | History | Added to | 96,266 | 4,651 | 3.29% | 3.25% | 209 | +77 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 96,240 | 4,650 | 4.9% | 4.97% | 210 | +432 | 0.45% | Q1 2026 | May 07, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 95,194 | 4,599 | 0.24% | 0.31% | 211 | -26,498 | -21.77% | Q1 2026 | Apr 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 93,408 | 4,513 | 0.12% | 0.09% | 212 | +17,279 | 22.7% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 93,343 | 4,510 | 0.26% | — | 213 | +93,343 | New | Q1 2026 | Apr 09, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 92,801 | 4,484 | 1.56% | 1.55% | 214 | -1,316 | -1.4% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 92,653 | 4,476 | 0.07% | 0.02% | 215 | +67,497 | 268.31% | Q1 2026 | May 18, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 92,206 | 4,455 | 0.99% | 0.88% | 216 | +11,248 | 13.89% | Q1 2026 | Apr 22, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 91,801 | 4,435 | 1.0% | 1.23% | 217 | -26,045 | -22.1% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 90,919 | 4,393 | 0.1% | 0.1% | 218 | -5,708 | -5.91% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 90,239 | 4,360 | 0.05% | 0.05% | 219 | -5,025 | -5.27% | Q1 2026 | May 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | Reduced | 89,325 | 4,316 | 2.9% | 3.29% | 220 | -3,724 | -4.0% | Q1 2026 | Apr 16, 2026 |
| CVFG LLC | History | Added to | 88,733 | 4,287 | 0.53% | 2.71% | 221 | +4,267 | 5.05% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 87,622 | 4,233 | 0.0% | 0.0% | 222 | +15,351 | 21.24% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 90,088 | 4,221 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 81,676 | 4,207 | 0.57% | 0.86% | 224 | -14,170 | -14.78% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 86,420 | 4,175 | 0.13% | 0.16% | 225 | -14,627 | -14.48% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 86,254 | 4,167 | 0.01% | 0.01% | 226 | +48,448 | 128.15% | Q1 2026 | May 15, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 86,215 | 4,165 | 0.56% | 0.65% | 227 | +250 | 0.29% | Q1 2026 | May 15, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 85,201 | 4,116 | 1.99% | — | 228 | +85,201 | New | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 84,263 | 4,071 | 0.26% | 0.26% | 229 | -2,736 | -3.14% | Q1 2026 | Apr 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 84,229 | 4,069 | 0.28% | 0.36% | 230 | -11,328 | -11.85% | Q1 2026 | Apr 17, 2026 |
| Compass Wealth Management LLC | History | Added to | 83,250 | 4,022 | 0.99% | 0.94% | 231 | +2,419 | 2.99% | Q1 2026 | Apr 20, 2026 |
| DDFG, Inc | History | Added to | 82,387 | 3,980 | 0.86% | 0.81% | 232 | +3,558 | 4.51% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 80,797 | 3,904 | 0.01% | 0.0% | 233 | +25,968 | 47.36% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 73,826 | 3,894 | 0.09% | 0.09% | 234 | +3,541 | 5.04% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 78,635 | 3,799 | 0.29% | 0.27% | 235 | +6,073 | 8.37% | Q1 2026 | May 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 78,536 | 3,794 | 0.14% | 0.05% | 236 | +51,744 | 193.13% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 78,028 | 3,770 | 0.3% | 0.3% | 237 | -4,201 | -5.11% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 77,820 | 3,760 | 0.17% | 0.19% | 238 | -8,633 | -9.99% | Q1 2026 | Apr 20, 2026 |
| Roan Capital Partners | History | New | 76,838 | 3,712 | 3.43% | — | 240 | +76,838 | New | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 76,833 | 3,712 | 0.23% | 0.14% | 239 | +15,243 | 24.75% | Q1 2026 | Apr 28, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 76,715 | 3,706 | 0.57% | 0.58% | 241 | -2,091 | -2.65% | Q1 2026 | Apr 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 76,568 | 3,699 | 0.06% | 0.06% | 242 | -9,569 | -11.11% | Q1 2026 | May 15, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 76,535 | 3,698 | 1.14% | 1.06% | 243 | +2,277 | 3.07% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Reduced | 76,220 | 3,682 | 0.04% | 0.04% | 244 | -3,559 | -4.46% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 74,595 | 3,604 | 0.02% | 0.01% | 245 | +38,608 | 107.28% | Q1 2026 | May 08, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 74,559 | 3,602 | 3.34% | 3.28% | 246 | -5,012 | -6.3% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | Added to | 74,014 | 3,576 | 0.05% | 0.02% | 247 | +51,377 | 226.96% | Q1 2026 | May 15, 2026 |
| Up Capital Management, Inc. | History | New | 73,872 | 3,569 | 4.0% | — | 248 | +73,872 | New | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 74,351 | 3,521 | 0.0% | 0.0% | 249 | +32,696 | 78.49% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 72,434 | 3,500 | 0.0% | 0.0% | 250 | +72,216 | 33126.61% | Q1 2026 | May 11, 2026 |
| G&S Capital LLC | History | Added to | 72,176 | 3,487 | 1.23% | 0.83% | 251 | +21,853 | 43.43% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 71,831 | 3,470 | 0.07% | 0.07% | 252 | +6,695 | 10.28% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 71,608 | 3,460 | 0.02% | 0.02% | 253 | -917 | -1.26% | Q1 2026 | Apr 30, 2026 |
| Jacobi Capital Management LLC | History | Added to | 71,536 | 3,456 | 0.19% | 0.18% | 254 | +5,631 | 8.54% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 71,374 | 3,448 | 0.06% | 0.04% | 255 | +19,056 | 36.42% | Q1 2026 | May 15, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 71,127 | 3,436 | 2.05% | 2.12% | 256 | +2,041 | 2.95% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 70,903 | 3,426 | 0.33% | 0.3% | 257 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 70,676 | 3,415 | 0.04% | 0.02% | 258 | +26,060 | 58.41% | Q1 2026 | Apr 20, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 70,479 | 3,405 | 0.09% | 0.08% | 259 | -36 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 69,531 | 3,359 | 0.03% | 0.02% | 260 | +6,841 | 10.91% | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 68,758 | 3,322 | 0.11% | 0.08% | 261 | +13,738 | 24.97% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | New | 67,086 | 3,241 | 0.17% | — | 263 | +67,086 | New | Q1 2026 | May 14, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 67,077 | 3,241 | 1.73% | 1.71% | 262 | -3,820 | -5.39% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Added to | 67,056 | 3,240 | 0.43% | 0.43% | 264 | +740 | 1.12% | Q1 2026 | Apr 20, 2026 |
| PECAUT & CO. | History | Reduced | 66,906 | 3,232 | 1.05% | 1.04% | 265 | -1,677 | -2.45% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 66,047 | 3,212 | 0.03% | 0.03% | 266 | +5,053 | 8.28% | Q1 2026 | Apr 07, 2026 |
| WNY Asset Management, LLC | History | New | 66,457 | 3,211 | 0.33% | — | 267 | +66,457 | New | Q1 2026 | May 22, 2026 |
| Capital Investment Management, Inc. | History | Added to | 66,445 | 3,210 | 1.1% | 1.07% | 268 | +1,247 | 1.91% | Q1 2026 | Apr 22, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 66,364 | 3,206 | 2.07% | 1.51% | 269 | +13,064 | 24.51% | Q1 2026 | Apr 24, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 66,334 | 3,205 | 0.06% | 0.06% | 270 | -3,145 | -4.53% | Q1 2026 | Apr 16, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 66,296 | 3,203 | 1.75% | 1.65% | 271 | +1,574 | 2.43% | Q1 2026 | Apr 21, 2026 |
| Luminist Capital LLC | History | New | 66,040 | 3,191 | 4.24% | — | 272 | +66,040 | New | Q1 2026 | Apr 24, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 60,547 | 3,190 | 0.22% | 0.09% | 273 | +34,189 | 129.71% | Q1 2026 | Apr 29, 2026 |
| Clarus Wealth Advisors | History | Reduced | 64,197 | 3,159 | 1.35% | 1.33% | 274 | -996 | -1.53% | Q1 2026 | Apr 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 63,476 | 3,128 | 0.21% | 0.21% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NICOLET BANKSHARES INC | History | New | 64,023 | 3,114 | 0.11% | — | 276 | +64,023 | New | Q1 2026 | May 14, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 64,243 | 3,104 | 0.7% | 0.75% | 277 | +3,047 | 4.98% | Q1 2026 | Apr 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 63,766 | 3,081 | 0.11% | 0.11% | 278 | +1,725 | 2.78% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 63,300 | 3,058 | 1.43% | 1.35% | 279 | +1,813 | 2.95% | Q1 2026 | Apr 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 62,945 | 3,044 | 0.67% | 0.65% | 280 | -427 | -0.67% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 62,758 | 3,032 | 0.13% | 0.13% | 281 | +1,070 | 1.73% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 62,587 | 3,024 | 0.07% | 0.07% | 282 | +797 | 1.29% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Added to | 62,206 | 3,005 | 0.51% | 0.41% | 283 | +14,705 | 30.96% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 61,664 | 2,979 | 0.08% | 0.1% | 284 | -11,496 | -15.71% | Q1 2026 | May 14, 2026 |
| RMR Capital Management, LLC | History | Added to | 61,551 | 2,974 | 2.15% | 1.89% | 285 | +5,493 | 9.8% | Q1 2026 | May 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 61,307 | 2,949 | 0.14% | 0.13% | 286 | +4,543 | 8.0% | Q1 2026 | Apr 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 61,017 | 2,948 | 0.16% | 0.15% | 287 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 60,934 | 2,944 | 0.0% | 0.0% | 288 | +482 | 0.8% | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | Added to | 60,415 | 2,919 | 0.53% | 0.49% | 289 | +1,744 | 2.97% | Q1 2026 | Apr 30, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 60,298 | 2,913 | 0.44% | 0.41% | 290 | +119 | 0.2% | Q1 2026 | Apr 21, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 60,272 | 2,912 | 0.16% | 0.6% | 291 | -185,070 | -75.43% | Q1 2026 | May 21, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 60,136 | 2,905 | 0.8% | 0.79% | 292 | -133 | -0.22% | Q1 2026 | Apr 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 60,000 | 2,899 | 0.03% | — | 293 | +60,000 | New | Q1 2026 | Apr 29, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 59,976 | 2,896 | 0.63% | 0.05% | 294 | +55,098 | 1129.52% | Q1 2026 | Apr 27, 2026 |
| Summit Global Investments | History | Reduced | 59,529 | 2,876 | 0.17% | 0.45% | 295 | -102,842 | -63.34% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 58,734 | 2,838 | 0.07% | — | 296 | +58,734 | New | Q1 2026 | May 15, 2026 |
| Bill Few Associates, Inc. | History | Added to | 58,717 | 2,837 | 0.68% | 0.64% | 297 | +3,373 | 6.09% | Q1 2026 | Apr 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 58,634 | 2,833 | 0.17% | 0.16% | 298 | +201 | 0.34% | Q1 2026 | May 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 58,622 | 2,832 | 0.28% | 0.27% | 299 | -307 | -0.52% | Q1 2026 | Apr 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 58,354 | 2,819 | 0.11% | 0.1% | 300 | -370 | -0.63% | Q1 2026 | May 01, 2026 |
| WLTH Capital Management, LLC | History | Reduced | 58,222 | 2,813 | 2.2% | 2.32% | 301 | -634 | -1.08% | Q1 2026 | Apr 10, 2026 |
| Stablepoint Partners, LLC | History | Added to | 57,329 | 2,770 | 0.41% | 0.39% | 302 | +4,115 | 7.73% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 57,079 | 2,758 | 0.03% | 0.04% | 303 | -12,623 | -18.11% | Q1 2026 | May 06, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 56,364 | 2,741 | 0.05% | 0.05% | 304 | -3,028 | -5.1% | Q1 2026 | May 14, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 56,580 | 2,733 | 0.85% | 0.65% | 305 | +14,009 | 32.91% | Q1 2026 | May 13, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 56,255 | 2,718 | 1.95% | 1.95% | 306 | +1,741 | 3.19% | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 55,883 | 2,700 | 0.24% | 0.25% | 307 | -3,905 | -6.53% | Q1 2026 | Apr 30, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 55,631 | 2,688 | 3.48% | — | 308 | +55,631 | New | Q1 2026 | Apr 22, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 55,529 | 2,683 | 0.91% | 0.9% | 309 | +324 | 0.59% | Q1 2026 | May 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 54,986 | 2,656 | 0.35% | 0.35% | 310 | +1,911 | 3.6% | Q1 2026 | Apr 28, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 54,911 | 2,653 | 0.86% | 0.75% | 311 | +6,779 | 14.08% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 54,127 | 2,615 | 0.15% | 0.12% | 312 | +10,352 | 23.65% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 55,436 | 2,605 | 0.09% | 0.07% | 313 | +17,241 | 45.14% | Q1 2026 | May 15, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 53,519 | 2,586 | 0.74% | 0.76% | 314 | -1,808 | -3.27% | Q1 2026 | Apr 23, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 53,261 | 2,573 | 0.89% | 1.09% | 315 | -10,998 | -17.12% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 52,685 | 2,545 | 0.04% | 0.04% | 316 | +6,349 | 13.7% | Q1 2026 | Apr 22, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 52,565 | 2,539 | 0.19% | 0.18% | 317 | -113 | -0.21% | Q1 2026 | Apr 20, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 52,255 | 2,524 | 1.99% | 1.75% | 318 | +6,979 | 15.41% | Q1 2026 | Apr 24, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 51,947 | 2,510 | 1.39% | 1.2% | 319 | +670 | 1.31% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 51,862 | 2,506 | 0.27% | 0.37% | 320 | -22,883 | -30.61% | Q1 2026 | Apr 28, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 51,849 | 2,505 | 0.63% | 0.63% | 321 | -569 | -1.09% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 51,768 | 2,501 | 0.1% | 0.13% | 322 | +27,301 | 111.58% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 51,706 | 2,498 | 0.08% | 0.08% | 323 | +5,273 | 11.36% | Q1 2026 | Apr 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 51,574 | 2,492 | 0.28% | 0.25% | 324 | +4,087 | 8.61% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Added to | 51,440 | 2,485 | 0.19% | 0.17% | 325 | +3,444 | 7.18% | Q1 2026 | Apr 14, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 51,049 | 2,466 | 0.48% | 0.44% | 326 | +4,889 | 10.59% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 50,811 | 2,455 | 0.13% | 0.12% | 327 | +1,323 | 2.67% | Q1 2026 | Apr 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 50,689 | 2,449 | 0.09% | 0.01% | 328 | +43,948 | 651.95% | Q1 2026 | May 11, 2026 |
| Bison Wealth, LLC | History | Added to | 46,502 | 2,446 | 0.24% | 0.15% | 329 | +18,330 | 65.06% | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 49,825 | 2,407 | 0.25% | 0.28% | 330 | -5,168 | -9.4% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 49,797 | 2,406 | 0.0% | 0.0% | 331 | +1,326 | 2.74% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 49,106 | 2,372 | 0.13% | 0.12% | 332 | +27,260 | 124.78% | Q1 2026 | Apr 22, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 48,918 | 2,363 | 2.64% | 1.33% | 333 | +22,578 | 85.72% | Q1 2026 | May 08, 2026 |
| SEMITAM BONAM LLC | History | Reduced | 47,766 | 2,308 | 1.89% | 1.88% | 334 | -547 | -1.13% | Q1 2026 | Apr 21, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 47,510 | 2,295 | 1.95% | 1.88% | 335 | -18 | -0.04% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 47,220 | 2,281 | 0.03% | 0.03% | 336 | -237 | -0.5% | Q1 2026 | May 12, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 46,847 | 2,263 | 0.25% | 0.2% | 337 | +7,632 | 19.46% | Q1 2026 | May 04, 2026 |
| Krilogy Financial LLC | History | Added to | 43,731 | 2,257 | 0.07% | 0.07% | 338 | +507 | 1.17% | Q1 2026 | Apr 17, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 46,596 | 2,251 | 0.3% | 0.6% | 339 | -54,585 | -53.95% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 46,356 | 2,239 | 0.04% | 0.04% | 340 | +4,322 | 10.28% | Q1 2026 | Apr 10, 2026 |
| Rothschild Wealth LLC | History | Reduced | 45,351 | 2,191 | 0.2% | 0.21% | 341 | -1,547 | -3.3% | Q1 2026 | May 06, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 45,152 | 2,182 | 1.61% | 0.93% | 342 | +18,772 | 71.16% | Q1 2026 | Apr 22, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 45,071 | 2,177 | 0.91% | 0.92% | 344 | +3,524 | 8.48% | Q1 2026 | Apr 17, 2026 |
| World Investment Advisors | History | Added to | 45,056 | 2,177 | 0.04% | 0.03% | 343 | +70 | 0.16% | Q1 2026 | Apr 27, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 44,656 | 2,157 | 0.48% | 0.49% | 345 | -719 | -1.58% | Q1 2026 | Apr 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 44,330 | 2,142 | 0.3% | 0.29% | 346 | -362 | -0.81% | Q1 2026 | Apr 13, 2026 |
| IFG Advisors, LLC | History | Reduced | 44,111 | 2,131 | 0.35% | 0.36% | 347 | -1,847 | -4.02% | Q1 2026 | Apr 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 43,995 | 2,125 | 0.0% | 0.0% | 348 | +185 | 0.42% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 43,699 | 2,111 | 0.01% | 0.01% | 349 | +144 | 0.33% | Q1 2026 | May 15, 2026 |
| Bluesphere Advisors LLC | History | New | 43,640 | 2,108 | 0.75% | — | 350 | +43,640 | New | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 43,555 | 2,104 | 0.02% | 0.02% | 352 | -4,228 | -8.85% | Q1 2026 | May 13, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 42,697 | 2,104 | 1.95% | 1.95% | 351 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | Added to | 43,541 | 2,103 | 1.4% | 1.36% | 353 | +148 | 0.34% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 39,779 | 2,100 | 0.06% | 0.02% | 354 | +27,540 | 225.02% | Q1 2026 | May 14, 2026 |
| Towercrest Capital Management | History | Added to | 43,425 | 2,098 | 0.33% | 0.32% | 355 | +82 | 0.19% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 43,221 | 2,088 | 0.0% | 0.0% | 356 | +5,746 | 15.33% | Q1 2026 | May 13, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 43,143 | 2,084 | 0.58% | 0.65% | 357 | -7,771 | -15.26% | Q1 2026 | Apr 22, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 43,012 | 2,078 | 0.52% | 0.52% | 358 | -123 | -0.29% | Q1 2026 | May 06, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 42,843 | 2,070 | 1.9% | 1.52% | 359 | +4,522 | 11.8% | Q1 2026 | May 05, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 42,805 | 2,068 | 1.21% | 1.17% | 360 | -383 | -0.89% | Q1 2026 | Apr 17, 2026 |
| Goodman Financial Corp | History | Reduced | 42,473 | 2,052 | 0.35% | 0.38% | 361 | -390 | -0.91% | Q1 2026 | May 06, 2026 |
| ARS Investment Partners, LLC | History | Added to | 41,850 | 2,022 | 0.11% | 0.08% | 362 | +11,199 | 36.54% | Q1 2026 | Apr 16, 2026 |
| American Financial Advisors, LLC | History | Added to | 41,264 | 1,993 | 0.27% | 0.24% | 363 | +1,168 | 2.91% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,963 | 1,979 | 0.0% | 0.0% | 364 | -41,337 | -50.23% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Added to | 40,500 | 1,956 | 0.37% | 0.33% | 365 | +4,042 | 11.09% | Q1 2026 | May 07, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 40,446 | 1,954 | 0.58% | 0.58% | 366 | -1,785 | -4.23% | Q1 2026 | May 11, 2026 |
| Saxony Capital Management, LLC | History | Added to | 39,775 | 1,921 | 1.11% | 0.48% | 367 | +22,999 | 137.09% | Q1 2026 | Apr 24, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 39,638 | 1,915 | 0.49% | 0.5% | 368 | -2,947 | -6.92% | Q1 2026 | Apr 10, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 39,386 | 1,903 | 0.28% | 0.28% | 369 | +817 | 2.12% | Q1 2026 | May 14, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 39,379 | 1,902 | 1.36% | 1.2% | 370 | +6,344 | 19.2% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 38,439 | 1,857 | 0.06% | 0.05% | 371 | -24,020 | -38.46% | Q1 2026 | Apr 29, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 38,235 | 1,847 | 0.78% | 0.72% | 372 | +1,620 | 4.42% | Q1 2026 | Apr 29, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 37,965 | 1,834 | 1.26% | 1.54% | 373 | -7,845 | -17.13% | Q1 2026 | May 14, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 37,220 | 1,798 | 1.67% | 1.64% | 374 | -1,015 | -2.65% | Q1 2026 | Apr 15, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 37,011 | 1,788 | 0.89% | 0.85% | 375 | -1,418 | -3.69% | Q1 2026 | Apr 23, 2026 |
| HEADINVEST, LLC | History | Added to | 36,990 | 1,787 | 0.37% | 0.28% | 376 | +6,922 | 23.02% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 36,788 | 1,777 | 0.06% | 0.06% | 377 | +356 | 0.98% | Q1 2026 | Apr 07, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 36,258 | 1,751 | 0.34% | 0.37% | 378 | -3,014 | -7.67% | Q1 2026 | May 12, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 36,064 | 1,742 | 0.17% | 0.16% | 379 | +332 | 0.93% | Q1 2026 | May 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 35,836 | 1,731 | 0.09% | 0.08% | 380 | +1,817 | 5.34% | Q1 2026 | May 13, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 35,724 | 1,726 | 0.28% | 0.27% | 381 | +915 | 2.63% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 35,092 | 1,695 | 0.06% | 0.06% | 382 | -1,926 | -5.2% | Q1 2026 | Apr 28, 2026 |
| Legacy Private Trust Co. | History | Added to | 34,632 | 1,673 | 0.1% | 0.1% | 383 | +49 | 0.14% | Q1 2026 | Apr 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 34,441 | 1,664 | 0.09% | 0.09% | 384 | +1,507 | 4.58% | Q1 2026 | Apr 23, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 34,105 | 1,647 | 0.01% | 0.02% | 385 | -31,669 | -48.15% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 33,937 | 1,639 | 0.16% | 0.16% | 386 | +20 | 0.06% | Q1 2026 | Apr 29, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 33,887 | 1,637 | 0.31% | 0.31% | 387 | -883 | -2.54% | Q1 2026 | Apr 09, 2026 |
| Alliance Wealth Management Group | History | Added to | 33,849 | 1,635 | 0.36% | 0.35% | 388 | +109 | 0.32% | Q1 2026 | Apr 29, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 33,518 | 1,619 | 0.37% | 0.37% | 389 | +497 | 1.51% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | Reduced | 33,330 | 1,610 | 0.02% | 0.02% | 390 | -815 | -2.39% | Q1 2026 | Apr 13, 2026 |
| FF Advisors,LLC | History | No change | 30,214 | 1,593 | 0.65% | 0.63% | 391 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Blue Fin Capital, Inc. | History | No change | 33,206 | 1,556 | 0.24% | 0.24% | 392 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TKG Advisors, LLC | History | Added to | 31,943 | 1,543 | 0.64% | 0.41% | 393 | +10,350 | 47.93% | Q1 2026 | Apr 24, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 31,881 | 1,540 | 0.7% | 0.75% | 394 | -1,900 | -5.62% | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 31,454 | 1,519 | 0.0% | 0.0% | 395 | -769 | -2.39% | Q1 2026 | May 08, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 31,356 | 1,515 | 0.26% | 0.26% | 396 | +31 | 0.1% | Q1 2026 | Apr 23, 2026 |
| CSM Advisors, LLC | History | Reduced | 30,642 | 1,480 | 0.04% | 0.04% | 397 | -4,200 | -12.05% | Q1 2026 | May 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 30,561 | 1,476 | 0.16% | 0.17% | 398 | -2,286 | -6.96% | Q1 2026 | Apr 23, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 30,521 | 1,474 | 0.11% | 0.09% | 399 | -1,803 | -5.58% | Q1 2026 | May 20, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 30,488 | 1,473 | 0.28% | 0.27% | 400 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 30,191 | 1,458 | 0.37% | 0.44% | 401 | -5,730 | -15.95% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 29,995 | 1,449 | 0.01% | 0.0% | 402 | +19,558 | 187.39% | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 29,960 | 1,447 | 0.56% | 0.68% | 403 | -8,650 | -22.4% | Q1 2026 | May 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 29,488 | 1,424 | 0.08% | 0.07% | 404 | +2,247 | 8.25% | Q1 2026 | Apr 30, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 29,333 | 1,417 | 0.28% | 0.27% | 406 | -5 | -0.02% | Q1 2026 | May 12, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 29,330 | 1,417 | 0.26% | 0.23% | 405 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 28,597 | 1,381 | 0.44% | 0.56% | 407 | -4,589 | -13.83% | Q1 2026 | May 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 28,388 | 1,371 | 0.09% | 0.07% | 408 | +5,855 | 25.98% | Q1 2026 | Apr 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 27,934 | 1,349 | 0.02% | 0.02% | 409 | +122 | 0.44% | Q1 2026 | May 04, 2026 |
| South Shore Capital Advisors | History | Added to | 27,795 | 1,343 | 0.98% | 0.93% | 410 | +661 | 2.44% | Q1 2026 | Apr 28, 2026 |
| Breachway Investments LLC | History | Added to | 25,714 | 1,331 | 1.28% | 1.17% | 411 | +2,049 | 8.66% | Q1 2026 | Apr 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 28,257 | 1,328 | 0.08% | 0.07% | 412 | -5,223 | -15.6% | Q1 2026 | Apr 24, 2026 |
| Values Added Financial LLC | History | Added to | 27,455 | 1,326 | 0.56% | 0.49% | 413 | +2,864 | 11.65% | Q1 2026 | Apr 20, 2026 |
| Range Financial Group LLC | History | Reduced | 27,362 | 1,322 | 0.44% | 0.46% | 414 | -714 | -2.54% | Q1 2026 | Apr 30, 2026 |
| Neuberger Berman Group LLC | History | New | 27,027 | 1,305 | 0.0% | — | 416 | +27,027 | New | Q1 2026 | May 14, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 27,028 | 1,305 | 0.78% | 0.81% | 415 | -2,000 | -6.89% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 26,761 | 1,293 | 0.02% | 0.01% | 417 | +4,485 | 20.13% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,683 | 1,289 | 0.05% | 0.04% | 418 | +2,686 | 11.19% | Q1 2026 | May 06, 2026 |
| Regal Investment Advisors LLC | History | Added to | 26,670 | 1,288 | 0.07% | 0.07% | 419 | +164 | 0.62% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | Added to | 26,577 | 1,284 | 0.23% | 0.22% | 420 | +500 | 1.92% | Q1 2026 | Apr 24, 2026 |
| River Street Advisors LLC | History | Added to | 26,373 | 1,274 | 0.43% | 0.46% | 421 | +294 | 1.13% | Q1 2026 | Apr 21, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 25,773 | 1,245 | 0.41% | 0.48% | 422 | -3,279 | -11.29% | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY TRUST CO | History | No change | 25,712 | 1,242 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 25,638 | 1,238 | 0.77% | 0.47% | 424 | -5,467 | -17.58% | Q1 2026 | May 01, 2026 |
| SWMG, LLC | History | Added to | 25,601 | 1,237 | 0.35% | 0.36% | 425 | +154 | 0.61% | Q1 2026 | Apr 24, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 25,388 | 1,226 | 0.15% | 0.13% | 426 | +4,365 | 20.76% | Q1 2026 | Apr 24, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 25,163 | 1,215 | 0.85% | 0.88% | 427 | -1,159 | -4.4% | Q1 2026 | Apr 23, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 25,104 | 1,213 | 0.05% | 0.05% | 428 | -75 | -0.3% | Q1 2026 | May 08, 2026 |
| Orin Green Financial, LLC | History | Reduced | 25,011 | 1,208 | 0.5% | 0.48% | 429 | -477 | -1.87% | Q1 2026 | Apr 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 24,805 | 1,198 | 0.01% | 0.0% | 430 | +19,940 | 409.87% | Q1 2026 | May 11, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 24,747 | 1,195 | 0.33% | 0.37% | 431 | -2,877 | -10.41% | Q1 2026 | May 07, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 24,686 | 1,192 | 0.18% | 0.2% | 432 | -3,465 | -12.31% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 25,223 | 1,181 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 24,186 | 1,168 | 0.1% | 0.11% | 435 | -3,040 | -11.17% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 24,189 | 1,168 | 0.01% | 0.01% | 434 | +546 | 2.31% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 24,169 | 1,167 | 0.07% | 0.07% | 436 | -1,600 | -6.21% | Q1 2026 | Apr 29, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 25,614 | 1,165 | 0.11% | 0.11% | 437 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Navigation Group, LLC | History | New | 24,059 | 1,162 | 0.27% | — | 438 | +24,059 | New | Q1 2026 | May 05, 2026 |
| Intrua Financial, LLC | History | Reduced | 23,786 | 1,149 | 0.12% | 0.13% | 439 | -1,518 | -6.0% | Q1 2026 | Apr 23, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 23,569 | 1,138 | 0.0% | 0.0% | 440 | -6,604 | -21.89% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 22,963 | 1,109 | 0.01% | 0.01% | 441 | -713 | -3.01% | Q1 2026 | May 06, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 22,943 | 1,108 | 0.35% | 0.35% | 442 | -667 | -2.83% | Q1 2026 | May 13, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 22,863 | 1,104 | 2.47% | 3.03% | 443 | -6,045 | -20.91% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 22,664 | 1,095 | 0.01% | 0.01% | 444 | +1,125 | 5.22% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 23,119 | 1,083 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 22,187 | 1,072 | 0.23% | 0.23% | 446 | -16 | -0.07% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 22,100 | 1,067 | 0.05% | 0.05% | 447 | -1,346 | -5.74% | Q1 2026 | Apr 21, 2026 |
| TD Capital Management LLC | History | Reduced | 22,079 | 1,066 | 0.1% | 0.1% | 448 | -1,511 | -6.41% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,936 | 1,059 | 0.0% | — | 449 | +21,936 | New | Q1 2026 | May 12, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 21,840 | 1,055 | 0.43% | 0.36% | 450 | +2,090 | 10.58% | Q1 2026 | Apr 22, 2026 |
| Keener Financial Planning LLC | History | Added to | 21,467 | 1,037 | 0.44% | 0.43% | 451 | +48 | 0.22% | Q1 2026 | May 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 21,213 | 1,025 | 0.01% | 0.01% | 452 | +3,027 | 16.64% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 20,986 | 1,014 | 0.02% | 0.04% | 453 | +2,800 | 15.4% | Q1 2026 | Apr 27, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 20,794 | 1,004 | 0.25% | 0.27% | 454 | -3,204 | -13.35% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 20,535 | 992 | 0.01% | 0.01% | 455 | +4,971 | 31.94% | Q1 2026 | May 14, 2026 |
| Beckerman Institutional, LLC | History | Added to | 20,398 | 985 | 0.52% | 0.46% | 456 | +2,810 | 15.98% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 20,186 | 975 | 0.0% | 0.01% | 457 | +835 | 4.32% | Q1 2026 | May 11, 2026 |
| HORAN Wealth, LLC | History | No change | 20,309 | 952 | 0.09% | 0.15% | 458 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 19,417 | 938 | 0.0% | 0.0% | 459 | -6,575 | -25.3% | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 19,303 | 932 | 0.95% | 0.86% | 461 | +1,745 | 9.94% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 19,298 | 932 | 0.02% | 0.02% | 460 | +754 | 4.07% | Q1 2026 | May 15, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 19,218 | 928 | 0.34% | 0.32% | 462 | +397 | 2.11% | Q1 2026 | May 06, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 19,198 | 927 | 0.49% | 0.49% | 463 | +81 | 0.42% | Q1 2026 | Apr 24, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 19,109 | 923 | 0.36% | 0.35% | 465 | +413 | 2.21% | Q1 2026 | May 04, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 19,104 | 923 | 0.26% | 0.25% | 464 | +101 | 0.53% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 18,802 | 908 | 0.0% | 0.0% | 466 | +15,912 | 550.59% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,691 | 903 | 0.01% | 0.01% | 467 | +9,533 | 104.09% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,509 | 894 | 0.01% | 0.01% | 468 | +2,138 | 13.06% | Q1 2026 | Apr 23, 2026 |
| Summit Financial Strategies, Inc. | History | New | 18,456 | 891 | 0.07% | — | 471 | +18,456 | New | Q1 2026 | May 01, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 18,460 | 891 | 0.13% | 0.13% | 470 | -655 | -3.43% | Q1 2026 | Apr 21, 2026 |
| WULFF, HANSEN & CO. | History | No change | 18,455 | 891 | 0.91% | 0.72% | 469 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Berman McAleer LLC | History | Reduced | 18,402 | 889 | 0.12% | 0.13% | 472 | -1,500 | -7.54% | Q1 2026 | Apr 17, 2026 |
| NORDEN GROUP LLC | History | Added to | 18,367 | 887 | 0.09% | 0.08% | 473 | +122 | 0.67% | Q1 2026 | Apr 15, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 18,349 | 886 | 0.54% | 0.64% | 474 | -3,306 | -15.27% | Q1 2026 | Apr 21, 2026 |
| Downshift Financial, LLC | History | Added to | 16,651 | 878 | 0.45% | 0.51% | 475 | +245 | 1.49% | Q1 2026 | Apr 29, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 18,134 | 876 | 0.67% | 0.74% | 476 | -755 | -4.0% | Q1 2026 | Apr 21, 2026 |
| Elgethun Capital Management | History | Reduced | 18,126 | 875 | 0.14% | 0.15% | 477 | -936 | -4.91% | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 17,928 | 866 | 0.07% | 0.07% | 478 | -53 | -0.29% | Q1 2026 | Apr 30, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 18,500 | 866 | 0.08% | 0.08% | 479 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 17,822 | 861 | 0.23% | 0.09% | 480 | +13,362 | 299.6% | Q1 2026 | Apr 08, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 17,713 | 855 | 0.71% | 0.69% | 481 | -117 | -0.66% | Q1 2026 | May 08, 2026 |
| CGN Advisors LLC | History | Added to | 17,541 | 847 | 0.07% | 0.06% | 482 | +1,287 | 7.92% | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 17,459 | 843 | 0.02% | — | 484 | +17,459 | New | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Added to | 17,462 | 843 | 0.01% | 0.01% | 483 | +10,956 | 168.4% | Q1 2026 | May 14, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | Added to | 17,372 | 839 | 0.7% | 0.64% | 485 | +1,062 | 6.51% | Q1 2026 | May 13, 2026 |
| Idaho Trust Co | History | Reduced | 17,029 | 822 | 0.27% | 0.31% | 486 | -2,746 | -13.89% | Q1 2026 | May 08, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 16,997 | 821 | 0.78% | 0.71% | 487 | +1,683 | 10.99% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 16,956 | 819 | 0.05% | 0.04% | 488 | +4,226 | 33.2% | Q1 2026 | May 04, 2026 |
| Opulen Financial Group LLC | History | Added to | 16,956 | 819 | 0.58% | 0.57% | 489 | +209 | 1.25% | Q1 2026 | Apr 29, 2026 |
| CX Institutional | History | Reduced | 16,917 | 817 | 0.02% | 0.03% | 490 | -2,495 | -12.85% | Q1 2026 | Apr 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 16,894 | 816 | 0.03% | — | 491 | +16,894 | New | Q1 2026 | May 15, 2026 |
| American Trust | History | Added to | 16,877 | 815 | 0.07% | 0.06% | 492 | +384 | 2.33% | Q1 2026 | May 01, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 16,800 | 811 | 0.53% | 0.54% | 493 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WASHINGTON TRUST Co | History | New | 16,745 | 809 | 0.03% | — | 494 | +16,745 | New | Q1 2026 | Apr 06, 2026 |
| Ascent Group, LLC | History | Reduced | 16,608 | 802 | 0.03% | 0.03% | 495 | -3,810 | -18.66% | Q1 2026 | May 15, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 16,543 | 799 | 0.46% | 0.48% | 496 | -86 | -0.52% | Q1 2026 | May 12, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 15,503 | 794 | 0.34% | 0.34% | 499 | -595 | -3.7% | Q1 2026 | Apr 15, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 16,436 | 794 | 0.22% | 0.2% | 497 | +520 | 3.27% | Q1 2026 | May 11, 2026 |
| Redwood Financial Network Corp | History | Added to | 16,444 | 794 | 0.52% | 0.48% | 498 | +373 | 2.32% | Q1 2026 | May 14, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 16,314 | 788 | 1.42% | 1.71% | 500 | -2,716 | -14.27% | Q1 2026 | Apr 14, 2026 |
| Aldebaran Financial Inc. | History | Reduced | 16,258 | 785 | 0.75% | 0.72% | 501 | -225 | -1.37% | Q1 2026 | May 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 16,192 | 782 | 0.16% | 0.17% | 502 | -503 | -3.01% | Q1 2026 | Apr 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 16,095 | 777 | 0.03% | 0.03% | 503 | -1,134 | -6.58% | Q1 2026 | May 14, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 16,071 | 776 | 0.2% | 0.2% | 504 | +167 | 1.05% | Q1 2026 | Apr 09, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 16,070 | 776 | 0.21% | 0.21% | 506 | +137 | 0.86% | Q1 2026 | Apr 15, 2026 |
| F/m Investments LLC | History | No change | 16,064 | 776 | 0.05% | 0.03% | 505 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 16,035 | 774 | 0.07% | 0.08% | 507 | -765 | -4.55% | Q1 2026 | May 13, 2026 |
| BankPlus Trust Department | History | Added to | 15,760 | 761 | 0.2% | 0.18% | 508 | +930 | 6.27% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 14,879 | 756 | 0.04% | 0.03% | 509 | +3,336 | 28.9% | Q1 2026 | Apr 17, 2026 |
| Colonial River Investments, LLC | History | Reduced | 15,626 | 755 | 0.27% | 0.28% | 510 | -1,082 | -6.48% | Q1 2026 | Apr 27, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 15,480 | 748 | 0.31% | 0.29% | 511 | +880 | 6.03% | Q1 2026 | Apr 29, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 15,195 | 734 | 0.16% | 0.2% | 512 | -4,761 | -23.86% | Q1 2026 | May 12, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 15,158 | 732 | 0.27% | 0.29% | 513 | -1,363 | -8.25% | Q1 2026 | Apr 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 14,913 | 720 | 0.02% | 0.02% | 514 | +2,819 | 23.31% | Q1 2026 | May 14, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 14,903 | 720 | 0.09% | 0.09% | 515 | -62 | -0.41% | Q1 2026 | May 04, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 14,830 | 716 | 0.21% | 0.22% | 516 | -36 | -0.24% | Q1 2026 | Apr 20, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 14,728 | 711 | 0.24% | 0.26% | 518 | -897 | -5.74% | Q1 2026 | Apr 27, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 14,730 | 711 | 0.33% | 0.25% | 517 | -430 | -2.84% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 14,497 | 700 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 14,442 | 697 | 0.26% | 0.25% | 520 | -394 | -2.66% | Q1 2026 | May 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 14,403 | 695 | 0.17% | 0.19% | 522 | -3,435 | -19.26% | Q1 2026 | Apr 17, 2026 |
| Wall Capital Group, Inc. | History | Added to | 14,397 | 695 | 0.74% | 0.6% | 521 | +926 | 6.87% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Group | History | Added to | 14,200 | 689 | 0.05% | 0.05% | 523 | +230 | 1.65% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Added to | 14,236 | 687 | 0.01% | 0.0% | 524 | +9,855 | 224.95% | Q1 2026 | May 14, 2026 |
| WealthTrak Capital Management LLC | History | New | 14,177 | 685 | 0.49% | — | 525 | +14,177 | New | Q1 2026 | May 12, 2026 |
| American Investment Services, Inc. | History | No change | 14,119 | 682 | 0.15% | 0.15% | 526 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Added to | 14,107 | 681 | 0.03% | 0.02% | 527 | +919 | 6.97% | Q1 2026 | Apr 27, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 14,026 | 677 | 0.12% | 0.13% | 528 | -36 | -0.26% | Q1 2026 | Apr 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 13,990 | 676 | 0.01% | 0.01% | 529 | +292 | 2.13% | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | Reduced | 13,944 | 673 | 0.17% | 0.23% | 530 | -3,414 | -19.67% | Q1 2026 | May 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 13,069 | 664 | 0.1% | 0.11% | 531 | -1,076 | -7.61% | Q1 2026 | Apr 16, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 13,756 | 664 | 0.25% | 0.3% | 532 | +419 | 3.14% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 13,715 | 662 | 0.02% | 0.05% | 533 | -22,055 | -61.66% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 13,701 | 662 | 0.09% | — | 534 | +13,701 | New | Q1 2026 | Apr 13, 2026 |
| Rossmore Private Capital | History | Added to | 13,675 | 660 | 0.06% | 0.01% | 535 | +11,706 | 594.51% | Q1 2026 | May 01, 2026 |
| E&G Advisors, LP | History | Added to | 13,629 | 658 | 0.15% | 0.14% | 536 | +20 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Advisor Resource Council | History | Added to | 13,597 | 657 | 0.21% | 0.24% | 537 | +157 | 1.17% | Q1 2026 | May 07, 2026 |
| Indie Asset Partners, LLC | History | Added to | 13,584 | 656 | 0.75% | 0.71% | 538 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| Apella Capital, LLC | History | Reduced | 12,387 | 652 | 0.01% | 0.01% | 539 | -755 | -5.74% | Q1 2026 | Apr 20, 2026 |
| MFA Wealth Services | History | Reduced | 13,351 | 645 | 0.43% | 1.12% | 540 | -22,188 | -62.43% | Q1 2026 | Apr 21, 2026 |
| Estate Counselors, LLC | History | New | 13,295 | 642 | 0.06% | — | 541 | +13,295 | New | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 13,272 | 641 | 0.03% | 0.03% | 542 | +1,281 | 10.68% | Q1 2026 | Apr 15, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 13,073 | 631 | 0.17% | 0.17% | 543 | +647 | 5.21% | Q1 2026 | Apr 23, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 13,044 | 630 | 0.26% | 0.25% | 544 | -134 | -1.02% | Q1 2026 | May 08, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 13,014 | 628 | 0.19% | 0.19% | 545 | +24 | 0.18% | Q1 2026 | Apr 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 12,968 | 626 | 0.01% | 0.01% | 546 | +8 | 0.06% | Q1 2026 | May 01, 2026 |
| Independent Wealth Network Inc. | History | Added to | 12,861 | 621 | 0.18% | 0.12% | 547 | +4,162 | 47.84% | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 12,758 | 616 | 0.2% | 0.22% | 548 | -1,628 | -11.32% | Q1 2026 | May 15, 2026 |
| Valpey Financial Services, LLC | History | Added to | 12,722 | 614 | 0.4% | 0.37% | 549 | +182 | 1.45% | Q1 2026 | May 11, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 12,670 | 612 | 0.09% | 0.09% | 550 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 12,618 | 609 | 0.39% | 0.38% | 551 | +1,314 | 11.62% | Q1 2026 | May 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 12,298 | 594 | 0.29% | 0.28% | 552 | +71 | 0.58% | Q1 2026 | May 07, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 12,227 | 590 | 0.08% | 0.08% | 554 | -431 | -3.4% | Q1 2026 | Apr 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 12,226 | 590 | 0.26% | 0.28% | 553 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 12,131 | 586 | 0.35% | 0.34% | 555 | +6,895 | 131.68% | Q1 2026 | Apr 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 12,097 | 584 | 0.0% | 0.0% | 556 | -874 | -6.74% | Q1 2026 | May 01, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 10,883 | 581 | 0.55% | 0.69% | 557 | +91 | 0.84% | Q1 2026 | May 15, 2026 |
| WealthPoint Financial, LLC | History | No change | 12,361 | 579 | 0.5% | 0.5% | 558 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 11,899 | 575 | 0.03% | 0.03% | 559 | -2,784 | -18.96% | Q1 2026 | May 18, 2026 |
| Balboa Wealth Partners | History | Reduced | 11,717 | 566 | 0.09% | 0.11% | 561 | -2,660 | -18.5% | Q1 2026 | Apr 16, 2026 |
| FULTON BANK, N.A. | History | Added to | 11,720 | 566 | 0.02% | 0.02% | 560 | +133 | 1.15% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,569 | 559 | 0.06% | — | 562 | +11,569 | New | Q1 2026 | May 15, 2026 |
| Bank of Marin | History | Added to | 11,496 | 555 | 0.4% | 0.36% | 564 | +436 | 3.94% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 11,378 | 555 | 0.05% | 0.05% | 563 | -69 | -0.6% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 11,454 | 553 | 0.04% | 0.06% | 565 | -6,411 | -35.89% | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,454 | 553 | 0.02% | 0.01% | 566 | +5,749 | 100.77% | Q1 2026 | May 15, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 11,454 | 553 | 0.19% | 0.2% | 567 | -406 | -3.42% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 11,394 | 550 | 0.01% | 0.0% | 568 | +6,420 | 129.07% | Q1 2026 | May 13, 2026 |
| Essex Bank | History | Reduced | 11,374 | 549 | 0.12% | 0.12% | 569 | -119 | -1.04% | Q1 2026 | Apr 17, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 11,355 | 548 | 0.36% | 0.34% | 571 | +4 | 0.04% | Q1 2026 | Apr 21, 2026 |
| McGuire Investment Group, LLC | History | No change | 11,357 | 548 | 0.06% | 0.06% | 570 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Brown Financial Advisory | History | Reduced | 11,331 | 547 | 0.27% | 0.32% | 572 | -2,164 | -16.04% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,313 | 546 | 0.01% | 0.01% | 573 | -143 | -1.25% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,242 | 543 | 0.01% | 0.02% | 574 | +929 | 9.01% | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 11,227 | 542 | 0.07% | 0.08% | 575 | -1,582 | -12.35% | Q1 2026 | Apr 27, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 11,182 | 540 | 0.09% | 0.09% | 577 | +868 | 8.42% | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 11,182 | 540 | 0.18% | 0.19% | 578 | -236 | -2.07% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 11,176 | 540 | 0.01% | 0.01% | 576 | -20 | -0.18% | Q1 2026 | Apr 28, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 11,125 | 537 | 0.09% | 0.09% | 580 | +15 | 0.14% | Q1 2026 | Apr 17, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 11,114 | 537 | 0.1% | 0.1% | 579 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Second Line Capital, LLC | History | Reduced | 9,989 | 533 | 0.1% | 0.1% | 581 | -207 | -2.03% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,900 | 526 | 0.0% | 0.0% | 582 | -5,461 | -33.38% | Q1 2026 | May 15, 2026 |
| October Effect Ltd | History | Added to | 10,874 | 525 | 0.6% | 0.43% | 583 | +2,581 | 31.12% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Reduced | 10,795 | 521 | 0.11% | 0.1% | 585 | -10,795 | -50.0% | Q1 2026 | Apr 17, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 10,787 | 521 | 0.11% | 0.1% | 584 | -73 | -0.67% | Q1 2026 | Apr 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 10,730 | 518 | 0.41% | 0.42% | 586 | -535 | -4.75% | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 10,642 | 514 | 0.02% | 0.02% | 587 | -1 | -0.01% | Q1 2026 | Apr 27, 2026 |
| Graney & King, LLC | History | Added to | 10,591 | 511 | 0.28% | 0.29% | 588 | +54 | 0.51% | Q1 2026 | May 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,546 | 509 | 0.01% | 0.01% | 589 | -151 | -1.41% | Q1 2026 | Apr 20, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 10,513 | 507 | 0.11% | 0.12% | 590 | -1,180 | -10.09% | Q1 2026 | Apr 10, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 10,480 | 506 | 0.32% | — | 591 | +10,480 | New | Q1 2026 | Apr 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,361 | 500 | 0.01% | 0.01% | 592 | +11 | 0.11% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 10,347 | 499 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 10,319 | 498 | 0.41% | 0.32% | 594 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 10,299 | 497 | 0.04% | 0.05% | 595 | -358 | -3.36% | Q1 2026 | May 19, 2026 |
| Claro Advisors Inc. | History | Added to | 10,191 | 492 | 0.06% | 0.06% | 596 | +345 | 3.5% | Q1 2026 | Apr 21, 2026 |
| Elite Financial, Inc. | History | Reduced | 10,104 | 488 | 0.22% | 0.24% | 598 | -950 | -8.59% | Q1 2026 | May 12, 2026 |
| Montis Financial, LLC | History | Reduced | 10,107 | 488 | 0.1% | 0.1% | 597 | -573 | -5.37% | Q1 2026 | May 11, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 10,005 | 483 | 0.11% | 0.1% | 599 | +210 | 2.14% | Q1 2026 | May 08, 2026 |
| MAYPORT, LLC | History | No change | 10,000 | 483 | 0.09% | 0.09% | 600 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WBI INVESTMENTS, LLC | History | New | 9,962 | 481 | 0.13% | — | 601 | +9,962 | New | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 9,841 | 475 | 0.03% | 0.03% | 602 | -795 | -7.47% | Q1 2026 | Apr 13, 2026 |
| Vawter Financial, Ltd. | History | Added to | 9,804 | 473 | 0.2% | 0.19% | 603 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 9,706 | 468 | 0.0% | 0.0% | 604 | -22,109 | -69.49% | Q1 2026 | May 14, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 9,726 | 466 | 0.06% | 0.06% | 605 | +174 | 1.82% | Q1 2026 | Apr 30, 2026 |
| ACT Advisors, LLC. | History | Reduced | 9,566 | 462 | 0.2% | 0.19% | 606 | -530 | -5.25% | Q1 2026 | Apr 14, 2026 |
| Curi Capital, LLC | History | Reduced | 9,510 | 459 | 0.01% | 0.01% | 607 | -691 | -6.77% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 9,463 | 457 | 0.04% | 0.04% | 608 | -124 | -1.29% | Q1 2026 | May 01, 2026 |
| Legacy Advisors, LLC | History | No change | 9,475 | 457 | 0.05% | 0.05% | 609 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GM Advisory Group, LLC | History | Added to | 9,406 | 454 | 0.02% | 0.02% | 610 | +800 | 9.3% | Q1 2026 | Apr 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 9,379 | 453 | 0.02% | 0.02% | 611 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 9,370 | 452 | 0.16% | 0.13% | 612 | +1,675 | 21.77% | Q1 2026 | Apr 08, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 9,276 | 448 | 0.02% | 0.02% | 613 | +89 | 0.97% | Q1 2026 | May 14, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 9,248 | 446 | 0.23% | 0.22% | 614 | +376 | 4.24% | Q1 2026 | Apr 21, 2026 |
| Grove Bank & Trust | History | No change | 9,192 | 444 | 0.05% | 0.05% | 615 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Latitude Advisors, LLC | History | Reduced | 9,160 | 442 | 0.2% | 0.22% | 616 | -1,400 | -13.26% | Q1 2026 | Apr 27, 2026 |
| Caitlin John, LLC | History | Reduced | 9,057 | 437 | 0.26% | 0.36% | 617 | -2,816 | -23.72% | Q1 2026 | May 13, 2026 |
| Parcion Private Wealth LLC | History | No change | 8,980 | 433 | 0.03% | 0.03% | 618 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| E6 Portfolios, LLC | History | Added to | 8,931 | 431 | 0.45% | 0.42% | 619 | +993 | 12.51% | Q1 2026 | May 12, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 8,899 | 430 | 0.38% | 0.24% | 620 | +3,219 | 56.67% | Q1 2026 | May 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 8,861 | 428 | 0.04% | 0.04% | 621 | +2 | 0.02% | Q1 2026 | May 12, 2026 |
| Caldwell Trust Co | History | No change | 8,862 | 428 | 0.04% | 0.04% | 622 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 8,856 | 427 | 0.23% | 0.24% | 623 | -304 | -3.32% | Q1 2026 | Apr 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 8,819 | 426 | 0.0% | — | 624 | +8,819 | New | Q1 2026 | May 12, 2026 |
| VCI Wealth Management LLC | History | Reduced | 8,804 | 425 | 0.12% | 0.15% | 625 | -2,866 | -24.56% | Q1 2026 | Apr 21, 2026 |
| Security Financial Services, INC. | History | No change | 9,054 | 424 | 0.07% | 0.07% | 626 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 8,755 | 423 | 0.32% | 0.36% | 627 | -1,172 | -11.81% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 8,677 | 419 | 0.02% | 0.03% | 628 | -3,740 | -30.12% | Q1 2026 | May 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 8,638 | 417 | 0.03% | 0.03% | 629 | +172 | 2.03% | Q1 2026 | May 13, 2026 |
| WealthPlan Investment Management, LLC | History | New | 8,598 | 415 | 0.02% | — | 630 | +8,598 | New | Q1 2026 | Apr 29, 2026 |
| ERn Financial, LLC | History | Reduced | 8,576 | 414 | 0.08% | 0.1% | 631 | -2,466 | -22.33% | Q1 2026 | Apr 24, 2026 |
| Aureum Wealth Management, LLC | History | New | 8,558 | 413 | 0.29% | — | 632 | +8,558 | New | Q1 2026 | Apr 22, 2026 |
| Fisher Asset Management, LLC | History | New | 8,469 | 409 | 0.0% | — | 634 | +8,469 | New | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 8,474 | 409 | 0.02% | 0.02% | 633 | -53 | -0.62% | Q1 2026 | Apr 30, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 8,447 | 408 | 0.29% | 0.26% | 635 | +2 | 0.02% | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 7,649 | 406 | 0.09% | 0.1% | 636 | -1,078 | -12.35% | Q1 2026 | Apr 28, 2026 |
| Retirement Planning Group, LLC | History | Added to | 8,346 | 403 | 0.01% | 0.01% | 637 | +230 | 2.83% | Q1 2026 | May 04, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 8,338 | 402 | 0.06% | 0.06% | 639 | -144 | -1.7% | Q1 2026 | May 06, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 8,322 | 402 | 0.05% | 0.05% | 638 | +16 | 0.19% | Q1 2026 | Apr 07, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 8,312 | 401 | 0.08% | 0.08% | 640 | -220 | -2.58% | Q1 2026 | Apr 20, 2026 |
| Integrity Wealth Partners, LLC | History | New | 8,224 | 397 | 0.36% | — | 643 | +8,224 | New | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,224 | 397 | 0.02% | 0.02% | 642 | -609 | -6.89% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 8,109 | 397 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Apollon Financial, LLC | History | New | 8,138 | 393 | 0.05% | — | 644 | +8,138 | New | Q1 2026 | Apr 22, 2026 |
| Center For Asset Management LLC | History | Added to | 8,116 | 392 | 0.19% | 0.18% | 645 | +683 | 9.19% | Q1 2026 | Apr 16, 2026 |
| Sunpointe, LLC | History | Reduced | 8,132 | 392 | 0.13% | 0.13% | 646 | -499 | -5.78% | Q1 2026 | Apr 21, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,071 | 389 | 0.03% | 0.03% | 647 | -412 | -4.86% | Q1 2026 | Apr 08, 2026 |
| Greenspring Advisors, LLC | History | New | 8,009 | 386 | 0.02% | — | 649 | +8,009 | New | Q1 2026 | May 04, 2026 |
| Colonial Trust Co / SC | History | No change | 8,000 | 386 | 0.05% | 0.05% | 648 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 7,975 | 385 | 0.11% | 0.11% | 650 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Interchange Capital Partners, LLC | History | New | 9,420 | 383 | 0.12% | — | 651 | +9,420 | New | Q1 2026 | Apr 23, 2026 |
| Oath Planning, LLC | History | Added to | 7,912 | 382 | 0.34% | 0.36% | 654 | +27 | 0.34% | Q1 2026 | May 08, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 7,911 | 382 | 0.07% | 0.07% | 652 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 7,920 | 382 | 0.12% | 0.12% | 653 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 7,904 | 381 | 0.11% | 0.11% | 656 | -38 | -0.48% | Q1 2026 | May 05, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 7,897 | 381 | 0.05% | 0.05% | 655 | +1 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 7,855 | 379 | 0.07% | 0.09% | 657 | -25 | -0.32% | Q1 2026 | May 15, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 7,750 | 374 | 0.07% | 0.04% | 659 | +2,972 | 62.2% | Q1 2026 | Apr 13, 2026 |
| Keel Point, LLC | History | No change | 7,983 | 374 | 0.02% | 0.02% | 658 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fusion Family Wealth, LLC | History | No change | 7,571 | 374 | 0.03% | 0.03% | 660 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Venture Visionary Partners LLC | History | Added to | 7,657 | 370 | 0.01% | 0.01% | 661 | +204 | 2.74% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 7,616 | 368 | 0.01% | 0.01% | 662 | +947 | 14.2% | Q1 2026 | May 11, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 7,535 | 364 | 0.21% | 0.2% | 663 | +21 | 0.28% | Q1 2026 | May 01, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 7,491 | 361 | 0.09% | 0.09% | 664 | -35 | -0.47% | Q1 2026 | Apr 10, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 7,462 | 360 | 0.18% | 0.19% | 665 | -273 | -3.53% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,437 | 359 | 0.0% | 0.0% | 666 | +1,004 | 15.61% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 7,383 | 356 | 0.0% | 0.0% | 667 | +310 | 4.38% | Q1 2026 | May 13, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 7,355 | 355 | 0.09% | 0.11% | 668 | -1,413 | -16.12% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Added to | 7,335 | 354 | 0.0% | 0.0% | 669 | +197 | 2.76% | Q1 2026 | May 14, 2026 |
| Sankala Group LLC | History | Reduced | 7,390 | 353 | 0.29% | 0.3% | 670 | -21 | -0.28% | Q1 2026 | Mar 31, 2026 |
| MONEYWISE, INC. | History | Reduced | 7,255 | 350 | 0.15% | 0.14% | 672 | -4 | -0.06% | Q1 2026 | Apr 27, 2026 |
| WELCH & FORBES LLC | History | No change | 7,263 | 350 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| William Mack & Associates, Inc. | History | No change | 7,260 | 350 | 0.2% | 0.16% | 673 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 7,242 | 349 | 0.0% | 0.0% | 675 | -5,698 | -44.03% | Q1 2026 | May 14, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 7,242 | 349 | 0.08% | 0.08% | 674 | -50 | -0.69% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 7,134 | 344 | 0.01% | 0.01% | 676 | +312 | 4.57% | Q1 2026 | May 04, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 7,047 | 340 | 0.11% | 0.13% | 677 | -848 | -10.74% | Q1 2026 | May 12, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 7,026 | 339 | 0.01% | 0.01% | 679 | -575 | -7.56% | Q1 2026 | Apr 28, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 7,025 | 339 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 7,005 | 338 | 0.06% | 0.06% | 680 | +294 | 4.38% | Q1 2026 | May 11, 2026 |
| Ketron Financial | History | Reduced | 6,993 | 337 | 0.12% | 0.11% | 681 | -10 | -0.14% | Q1 2026 | Apr 21, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 6,960 | 336 | 0.1% | 0.1% | 683 | +23 | 0.33% | Q1 2026 | Apr 28, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 6,973 | 336 | 0.14% | 0.12% | 682 | -13 | -0.19% | Q1 2026 | May 13, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 6,943 | 335 | 0.36% | 0.38% | 685 | -715 | -9.34% | Q1 2026 | Apr 21, 2026 |
| PAX Financial Group, LLC | History | Reduced | 6,950 | 335 | 0.06% | 0.06% | 684 | -364 | -4.98% | Q1 2026 | Apr 27, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 6,949 | 335 | 0.16% | 0.14% | 686 | +22 | 0.32% | Q1 2026 | May 04, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 6,912 | 334 | 0.17% | 0.18% | 687 | -647 | -8.56% | Q1 2026 | May 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 6,907 | 333 | 0.11% | 0.12% | 688 | -929 | -11.86% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,859 | 331 | 0.0% | 0.0% | 689 | +863 | 14.39% | Q1 2026 | May 12, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 6,830 | 330 | 0.22% | 0.24% | 690 | -384 | -5.32% | Q1 2026 | May 07, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 6,814 | 329 | 0.02% | 0.02% | 691 | +1,875 | 37.96% | Q1 2026 | Apr 10, 2026 |
| January Capital Advisors LLC | History | New | 6,803 | 328 | 0.44% | — | 694 | +6,803 | New | Q1 2026 | May 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,789 | 328 | 0.01% | 0.01% | 692 | -560 | -7.62% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Reduced | 6,806 | 328 | 0.06% | 0.07% | 693 | -20 | -0.29% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,776 | 327 | 0.02% | 0.02% | 695 | -545 | -7.44% | Q1 2026 | Apr 20, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 6,757 | 326 | 0.13% | 0.13% | 696 | +239 | 3.67% | Q1 2026 | Apr 30, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 6,766 | 326 | 0.18% | 0.17% | 697 | +137 | 2.07% | Q1 2026 | Apr 09, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 6,731 | 325 | 0.07% | 0.08% | 699 | -1,459 | -17.81% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,729 | 325 | 0.0% | 0.0% | 698 | +743 | 12.41% | Q1 2026 | May 13, 2026 |
| Apeiron RIA LLC | History | Added to | 6,716 | 324 | 0.08% | 0.06% | 700 | +1,005 | 17.6% | Q1 2026 | Apr 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 6,668 | 322 | 0.01% | 0.01% | 701 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| High Probability Advisors, LLC | History | Reduced | 6,662 | 321 | 0.04% | 0.04% | 702 | -2 | -0.03% | Q1 2026 | Apr 10, 2026 |
| Carr Financial Group Corp | History | Reduced | 6,618 | 319 | 0.08% | 0.09% | 703 | -434 | -6.15% | Q1 2026 | May 12, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 6,596 | 318 | 0.15% | 0.17% | 704 | +105 | 1.62% | Q1 2026 | Apr 14, 2026 |
| Paragon Advisors, LLC | History | New | 6,580 | 317 | 0.09% | — | 705 | +6,580 | New | Q1 2026 | May 04, 2026 |
| JDM Financial Group LLC | History | Added to | 6,537 | 315 | 0.12% | 0.12% | 706 | +1 | 0.02% | Q1 2026 | May 20, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 6,515 | 314 | 0.02% | 0.02% | 707 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EJMK Ventures LLC | History | Reduced | 6,480 | 313 | 0.17% | 0.19% | 708 | -106 | -1.61% | Q1 2026 | Apr 24, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 6,430 | 310 | 0.08% | 0.08% | 709 | +200 | 3.21% | Q1 2026 | Apr 28, 2026 |
| Sherman Wealth Management LLC | History | Added to | 6,403 | 309 | 0.27% | 0.26% | 710 | +51 | 0.8% | Q1 2026 | Apr 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 6,507 | 305 | 0.1% | 0.1% | 711 | -141 | -2.12% | Q1 2026 | Apr 27, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 6,283 | 303 | 0.24% | 0.2% | 712 | +963 | 18.1% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,245 | 301 | 0.0% | 0.0% | 713 | +779 | 14.25% | Q1 2026 | May 01, 2026 |
| Diversified Enterprises, LLC | History | No change | 6,191 | 299 | 0.02% | 0.02% | 714 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 6,181 | 298 | 0.12% | 0.13% | 715 | -307 | -4.73% | Q1 2026 | Apr 21, 2026 |
| Keebeck Wealth Management | History | No change | 6,168 | 298 | 0.03% | 0.03% | 716 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | No change | 6,159 | 297 | 0.07% | 0.07% | 717 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Adams Wealth Management | History | No change | 6,132 | 296 | 0.06% | 0.06% | 718 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | No change | 6,132 | 296 | 0.06% | 0.05% | 719 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 6,088 | 294 | 0.04% | 0.03% | 720 | +1,331 | 27.98% | Q1 2026 | Apr 08, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 6,086 | 294 | 0.09% | 0.08% | 721 | +409 | 7.2% | Q1 2026 | Apr 30, 2026 |
| Plan A Wealth LLC | History | Reduced | 6,072 | 293 | 0.14% | 0.18% | 723 | -1,635 | -21.21% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 6,083 | 293 | 0.06% | 0.07% | 722 | -942 | -13.41% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 6,008 | 290 | 0.07% | 0.24% | 724 | +297 | 5.2% | Q1 2026 | May 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 5,998 | 289 | 0.04% | 0.04% | 726 | +21 | 0.35% | Q1 2026 | Apr 16, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 6,000 | 289 | 0.04% | 0.04% | 725 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Brio Consultants, LLC | History | Reduced | 5,367 | 288 | 0.04% | 0.03% | 727 | -294 | -5.19% | Q1 2026 | May 06, 2026 |
| HUB Investment Partners, LLC | History | New | 5,888 | 284 | 0.01% | — | 729 | +5,888 | New | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 5,896 | 284 | 0.03% | 0.03% | 728 | +261 | 4.63% | Q1 2026 | Apr 22, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 5,861 | 283 | 0.0% | 0.01% | 730 | -345 | -5.56% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Reduced | 5,856 | 282 | 0.01% | 0.01% | 731 | -312 | -5.06% | Q1 2026 | May 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 5,828 | 281 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 5,804 | 280 | 0.25% | 0.24% | 733 | -15 | -0.26% | Q1 2026 | May 06, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 5,778 | 279 | 0.16% | 0.15% | 734 | +2 | 0.03% | Q1 2026 | May 14, 2026 |
| PCB Capital LLC | History | Added to | 5,764 | 278 | 0.44% | 0.39% | 735 | +536 | 10.25% | Q1 2026 | Apr 29, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 5,742 | 277 | 0.01% | 0.01% | 736 | -516 | -8.25% | Q1 2026 | Apr 09, 2026 |
| Rock Point Advisors, LLC | History | Added to | 5,731 | 276 | 0.07% | 0.06% | 738 | +712 | 14.19% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 5,724 | 276 | 0.13% | 0.13% | 737 | -19 | -0.33% | Q1 2026 | May 05, 2026 |
| Piscataqua Savings Bank | History | Reduced | 5,680 | 274 | 0.19% | 0.23% | 739 | -1,300 | -18.62% | Q1 2026 | Apr 10, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 5,665 | 273 | 0.01% | 0.01% | 740 | -21 | -0.37% | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | Added to | 5,648 | 272 | 0.1% | 0.09% | 741 | +119 | 2.15% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 5,610 | 271 | 0.0% | 0.0% | 742 | -1,028 | -15.49% | Q1 2026 | Apr 16, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 5,624 | 271 | 0.02% | 0.02% | 743 | +327 | 6.17% | Q1 2026 | May 05, 2026 |
| Red Mountain Financial, LLC | History | Added to | 5,597 | 270 | 0.25% | 0.26% | 744 | +14 | 0.25% | Q1 2026 | Apr 28, 2026 |
| Optimist Retirement Group LLC | History | Added to | 5,560 | 268 | 0.12% | 0.12% | 745 | +4 | 0.07% | Q1 2026 | May 11, 2026 |
| Aspen Wealth Management LLC | History | Added to | 5,508 | 266 | 0.05% | 0.05% | 746 | +19 | 0.35% | Q1 2026 | Apr 01, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,466 | 264 | 0.03% | 0.03% | 747 | -425 | -7.21% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | Added to | 5,446 | 263 | 0.04% | 0.04% | 748 | +4 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Reduced | 4,904 | 261 | 0.02% | 0.02% | 749 | -931 | -15.96% | Q1 2026 | May 01, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 5,156 | 260 | 0.07% | 0.07% | 750 | +15 | 0.29% | Q1 2026 | Apr 30, 2026 |
| Ironwood Financial, llc | History | No change | 5,400 | 260 | 0.05% | 0.05% | 751 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 5,366 | 259 | 0.01% | 0.01% | 752 | +111 | 2.11% | Q1 2026 | Apr 24, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 5,371 | 259 | 0.22% | 0.2% | 753 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 5,344 | 258 | 0.04% | 0.03% | 754 | +800 | 17.61% | Q1 2026 | May 08, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 5,325 | 257 | 0.05% | 0.05% | 755 | +4 | 0.08% | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 5,336 | 257 | 0.03% | 0.03% | 756 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 5,298 | 256 | 0.18% | 0.2% | 757 | -435 | -7.59% | Q1 2026 | May 19, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 4,799 | 255 | 0.05% | — | 758 | +4,799 | New | Q1 2026 | May 01, 2026 |
| May Barnhard Investments LLC | History | Reduced | 5,248 | 253 | 0.12% | 0.14% | 760 | -1,058 | -16.78% | Q1 2026 | May 13, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 5,255 | 253 | 0.09% | 0.09% | 759 | +57 | 1.1% | Q1 2026 | Apr 17, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 5,218 | 252 | 0.02% | 0.02% | 761 | -1,648 | -24.0% | Q1 2026 | May 04, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 5,216 | 252 | 0.07% | 0.08% | 762 | -844 | -13.93% | Q1 2026 | May 05, 2026 |
| Bernard Wealth Management Corp. | History | No change | 5,202 | 251 | 0.11% | 0.1% | 763 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,175 | 250 | 0.01% | 0.0% | 764 | +291 | 5.96% | Q1 2026 | Apr 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 5,155 | 249 | 0.08% | 0.08% | 765 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PSI Advisors, LLC | History | Reduced | 5,132 | 248 | 0.06% | 0.06% | 766 | -383 | -6.94% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,287 | 247 | 0.02% | 0.02% | 767 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AIFG Consultants Ltd. | History | No change | 5,288 | 247 | 0.42% | 0.42% | 768 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,016 | 242 | 0.01% | 0.01% | 769 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 4,988 | 241 | 0.07% | 0.07% | 771 | -131 | -2.56% | Q1 2026 | Apr 15, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 4,995 | 241 | 0.12% | 0.12% | 770 | +10 | 0.2% | Q1 2026 | Apr 21, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 4,979 | 240 | 0.03% | 0.03% | 773 | +11 | 0.22% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,981 | 240 | 0.01% | 0.01% | 772 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 4,921 | 239 | 0.04% | 0.04% | 774 | +17 | 0.35% | Q1 2026 | May 08, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 4,896 | 236 | 0.09% | 0.09% | 775 | -399 | -7.54% | Q1 2026 | May 06, 2026 |
| Lavaca Capital LLC | History | Reduced | 4,901 | 236 | 0.04% | 0.04% | 776 | -6 | -0.12% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | New | 4,880 | 235 | 0.01% | — | 777 | +4,880 | New | Q1 2026 | May 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 4,392 | 232 | 0.1% | 0.09% | 779 | +59 | 1.36% | Q1 2026 | May 04, 2026 |
| Wealthquest Corp | History | No change | 4,953 | 232 | 0.02% | 0.02% | 778 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hamilton Wealth, LLC | History | No change | 4,721 | 228 | 0.02% | 0.04% | 780 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Arlington Trust Co LLC | History | No change | 4,736 | 228 | 0.02% | 0.02% | 781 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WEDBUSH SECURITIES INC | History | New | 4,684 | 226 | 0.01% | — | 782 | +4,684 | New | Q1 2026 | Apr 21, 2026 |
| Stanich Group LLC | History | Reduced | 4,666 | 225 | 0.17% | 0.17% | 783 | -14 | -0.3% | Q1 2026 | Apr 15, 2026 |
| High Falls Advisors, Inc | History | No change | 4,779 | 223 | 0.05% | 0.05% | 784 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 4,597 | 222 | 0.02% | 0.02% | 785 | -210 | -4.37% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,589 | 221 | 0.01% | 0.01% | 786 | +7 | 0.15% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | No change | 4,500 | 217 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Counterweight Ventures, LLC | History | No change | 4,489 | 216 | 0.12% | 0.12% | 788 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 4,434 | 214 | 0.05% | — | 791 | +4,434 | New | Q1 2026 | Apr 24, 2026 |
| Accretive Wealth Partners, LLC | History | New | 4,430 | 214 | 0.06% | — | 790 | +4,430 | New | Q1 2026 | Apr 22, 2026 |
| GSG Advisors LLC | History | No change | 4,448 | 214 | 0.06% | 0.05% | 789 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 4,379 | 211 | 0.02% | 0.03% | 792 | -1,967 | -31.0% | Q1 2026 | Apr 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 4,346 | 210 | 0.0% | — | 796 | +4,346 | New | Q1 2026 | Apr 21, 2026 |
| Financial Strategies Group, Inc. | History | New | 3,968 | 210 | 0.04% | — | 797 | +3,968 | New | Q1 2026 | May 08, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 4,357 | 210 | 0.12% | 0.12% | 794 | -120 | -2.68% | Q1 2026 | May 01, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 4,489 | 210 | 0.01% | 0.01% | 793 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 4,485 | 210 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 4,343 | 209 | 0.02% | 0.07% | 798 | -8,942 | -67.31% | Q1 2026 | May 04, 2026 |
| VANGUARD ADVISERS INC | History | New | 4,337 | 209 | 0.0% | — | 801 | +4,337 | New | Q1 2026 | May 08, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 4,327 | 209 | 0.04% | 0.04% | 799 | -186 | -4.12% | Q1 2026 | Apr 13, 2026 |
| Marion Wealth Management | History | Reduced | 4,329 | 209 | 0.05% | 0.05% | 800 | -105 | -2.37% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 4,289 | 207 | 0.01% | 0.01% | 802 | -615 | -12.54% | Q1 2026 | May 04, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 4,300 | 207 | 0.14% | 0.13% | 803 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 4,282 | 206 | 0.09% | — | 806 | +4,282 | New | Q1 2026 | May 05, 2026 |
| Fonville Wealth Management LLC | History | New | 4,267 | 206 | 0.04% | — | 805 | +4,267 | New | Q1 2026 | Apr 20, 2026 |
| Elevation Wealth Management LLC | History | No change | 4,282 | 206 | 0.19% | 0.19% | 804 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Forza Wealth Management, LLC | History | New | 4,249 | 205 | 0.07% | — | 807 | +4,249 | New | Q1 2026 | Apr 30, 2026 |
| Independence Bank of Kentucky | History | No change | 4,233 | 204 | 0.03% | 0.02% | 808 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| RCW Management, LLC | History | New | 4,208 | 203 | 0.21% | — | 811 | +4,208 | New | Q1 2026 | Apr 15, 2026 |
| True Vision MN LLC | History | Reduced | 4,219 | 203 | 0.1% | 0.12% | 810 | -1,023 | -19.52% | Q1 2026 | Apr 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 4,216 | 203 | 0.02% | 0.02% | 809 | -273 | -6.08% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisors, LLC | History | New | 4,197 | 202 | 0.0% | — | 812 | +4,197 | New | Q1 2026 | Apr 17, 2026 |
| Capital Squared Financial LLC | History | New | 4,178 | 201 | 0.15% | — | 815 | +4,178 | New | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,160 | 201 | 0.02% | — | 814 | +4,160 | New | Q1 2026 | May 12, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 3,802 | 201 | 0.01% | 0.01% | 813 | -1,868 | -32.95% | Q1 2026 | Apr 24, 2026 |
| Strategic Investment Advisors / MI | History | New | 3,970 | 191 | 0.01% | — | 816 | +3,970 | New | Q1 2026 | May 18, 2026 |
| S.A. Mason LLC | History | Added to | 3,929 | 189 | 0.07% | 0.06% | 817 | +430 | 12.29% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,887 | 187 | 0.01% | 0.01% | 818 | -633 | -14.0% | Q1 2026 | May 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 3,866 | 186 | 0.14% | 0.15% | 819 | +3 | 0.08% | Q1 2026 | Apr 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 3,821 | 184 | 0.0% | 0.0% | 820 | -92 | -2.35% | Q1 2026 | Apr 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 3,743 | 182 | 0.06% | 0.06% | 821 | -108 | -2.8% | Q1 2026 | May 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 3,733 | 180 | 0.18% | 0.05% | 822 | +2,712 | 265.62% | Q1 2026 | Apr 22, 2026 |
| GGM Financial LLC | History | Reduced | 3,175 | 153 | 0.07% | 0.08% | 823 | -194 | -5.76% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 3,111 | 150 | 0.02% | 0.02% | 824 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,998 | 144 | 0.06% | 0.06% | 825 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First Pacific Financial | History | Added to | 2,946 | 142 | 0.02% | 0.0% | 826 | +2,800 | 1917.81% | Q1 2026 | Apr 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 2,938 | 141 | 0.1% | 0.1% | 827 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| GAMMA Investing LLC | History | Added to | 2,842 | 137 | 0.01% | 0.0% | 828 | +1,344 | 89.72% | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,822 | 136 | 0.01% | 0.0% | 829 | +1,648 | 140.37% | Q1 2026 | Apr 24, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2,720 | 131 | 0.01% | 0.01% | 830 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,656 | 129 | 0.01% | 0.01% | 831 | -139 | -4.97% | Q1 2026 | Apr 27, 2026 |
| Joseph Group Capital Management | History | Reduced | 2,672 | 129 | 0.03% | 0.03% | 832 | -45 | -1.66% | Q1 2026 | May 08, 2026 |
| Park Place Capital Corp | History | Reduced | 2,607 | 125 | 0.03% | 0.03% | 833 | -758 | -22.53% | Q1 2026 | Apr 09, 2026 |
| Abound Wealth Management | History | Added to | 2,584 | 124 | 0.03% | 0.02% | 834 | +479 | 22.76% | Q1 2026 | Apr 10, 2026 |
| Paladin Advisory Group, LLC | History | No change | 2,535 | 122 | 0.09% | 0.09% | 835 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 2,472 | 119 | 0.05% | 0.05% | 837 | -54 | -2.14% | Q1 2026 | May 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,480 | 119 | 0.01% | 0.01% | 836 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SIMA Wealth Partners, LLC | History | New | 2,444 | 118 | 0.09% | — | 838 | +2,444 | New | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2,438 | 117 | 0.01% | — | 839 | +2,438 | New | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 2,324 | 114 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 2,347 | 113 | 0.02% | 0.02% | 841 | -270 | -10.32% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,392 | 112 | 0.0% | 0.0% | 842 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 2,278 | 110 | 0.01% | 0.02% | 843 | -2,148 | -48.53% | Q1 2026 | Apr 16, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 2,208 | 106 | 0.0% | 0.01% | 844 | -2,403 | -52.11% | Q1 2026 | Apr 22, 2026 |
| MidFirst Bank | History | Added to | 2,157 | 104 | 0.01% | 0.01% | 846 | +197 | 10.05% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,170 | 104 | 0.02% | 0.01% | 845 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 2,206 | 103 | 0.09% | 0.09% | 847 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,104 | 101 | 0.03% | 0.03% | 848 | -55 | -2.55% | Q1 2026 | Apr 24, 2026 |
| Fairway Wealth LLC | History | New | 2,005 | 96 | 0.03% | — | 849 | +2,005 | New | Q1 2026 | Apr 23, 2026 |
| Smithfield Trust Co | History | No change | 2,081 | 95 | 0.0% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,938 | 94 | 0.03% | 0.02% | 851 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hara Capital LLC | History | New | 1,835 | 88 | 0.04% | — | 853 | +1,835 | New | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 1,831 | 88 | 0.01% | 0.0% | 852 | +9 | 0.49% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,820 | 87 | 0.0% | 0.0% | 854 | +947 | 108.48% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 1,812 | 87 | 0.0% | 0.0% | 855 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 1,814 | 87 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,694 | 81 | 0.01% | 0.03% | 858 | -3,708 | -68.64% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,542 | 81 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | New | 1,609 | 77 | 0.04% | — | 859 | +1,609 | New | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,560 | 75 | 0.0% | 0.0% | 860 | +1,303 | 507.0% | Q1 2026 | May 07, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,536 | 74 | 0.01% | 0.01% | 861 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,467 | 70 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,445 | 69 | 0.01% | 0.01% | 863 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PlanVest Financial, Inc | History | New | 1,364 | 65 | 0.05% | — | 864 | +1,364 | New | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,333 | 64 | 0.0% | 0.0% | 866 | -226 | -14.5% | Q1 2026 | Apr 20, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,340 | 64 | 0.01% | 0.01% | 865 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,315 | 63 | 0.01% | 0.01% | 867 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,271 | 61 | 0.0% | 0.0% | 868 | +241 | 23.4% | Q1 2026 | May 06, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 1,150 | 55 | 0.05% | 0.05% | 869 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | No change | 1,150 | 55 | 0.02% | 0.02% | 870 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,113 | 53 | 0.0% | 0.0% | 871 | -233 | -17.31% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,064 | 51 | 0.0% | 0.0% | 873 | -115 | -9.75% | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | No change | 1,075 | 51 | 0.0% | 0.0% | 872 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 1,028 | 49 | 0.0% | — | 876 | +1,028 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,027 | 49 | 0.0% | 0.0% | 874 | +621 | 152.96% | Q1 2026 | May 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,034 | 49 | 0.01% | 0.01% | 875 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,014 | 48 | 0.0% | 0.0% | 877 | +352 | 53.17% | Q1 2026 | May 15, 2026 |
| Walsh & Associates, LLC | History | Added to | 988 | 47 | 0.05% | 0.03% | 880 | +250 | 33.88% | Q1 2026 | May 15, 2026 |
| Red Tortoise LLC | History | Added to | 989 | 47 | 0.02% | 0.02% | 878 | +4 | 0.41% | Q1 2026 | Apr 21, 2026 |
| Centennial Bank/AR/ | History | No change | 973 | 47 | 0.02% | 0.02% | 879 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 939 | 45 | 0.02% | 0.02% | 881 | +1 | 0.11% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 914 | 44 | 0.01% | — | 883 | +914 | New | Q1 2026 | Apr 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 918 | 44 | 0.0% | 0.0% | 882 | -126 | -12.07% | Q1 2026 | May 12, 2026 |
| Sachetta, LLC | History | Reduced | 903 | 43 | 0.02% | 0.09% | 884 | -2,716 | -75.05% | Q1 2026 | May 01, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 900 | 43 | 0.03% | 0.03% | 885 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IMG Wealth Management, Inc. | History | No change | 869 | 41 | 0.03% | 0.03% | 886 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Reduced | 834 | 40 | 0.01% | 0.01% | 888 | -358 | -30.03% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 833 | 40 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | New | 828 | 39 | 0.0% | — | 893 | +828 | New | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 820 | 39 | 0.0% | 0.0% | 891 | -105 | -11.35% | Q1 2026 | May 01, 2026 |
| WealthShield Partners, LLC | History | Added to | 825 | 39 | 0.0% | 0.0% | 890 | +46 | 5.91% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 804 | 39 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MGB Wealth Management, LLC | History | No change | 840 | 39 | 0.01% | 0.01% | 892 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | New | 792 | 38 | 0.0% | — | 895 | +792 | New | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | No change | 800 | 38 | 0.0% | 0.0% | 894 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Align Financial, LLC | History | Reduced | 777 | 37 | 0.02% | 0.02% | 897 | -35,633 | -97.87% | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 775 | 37 | 0.05% | 0.39% | 896 | -15,293 | -95.18% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | Reduced | 762 | 36 | 0.01% | 0.0% | 899 | -25 | -3.18% | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 755 | 36 | 0.0% | 0.0% | 898 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 733 | 35 | 0.01% | — | 902 | +733 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 739 | 35 | 0.0% | 0.0% | 900 | -14 | -1.86% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 733 | 35 | 0.01% | 0.01% | 901 | +2 | 0.27% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 716 | 34 | 0.0% | 0.0% | 903 | +634 | 773.17% | Q1 2026 | Apr 20, 2026 |
| Lodestone Wealth Management LLC | History | No change | 713 | 34 | 0.01% | 0.01% | 904 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Copia Wealth Management | History | Added to | 691 | 33 | 0.02% | 0.02% | 905 | +86 | 14.21% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 673 | 32 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Community Bank, N.A. | History | No change | 677 | 32 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 670 | 32 | 0.01% | 0.01% | 908 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 660 | 31 | 0.01% | 0.01% | 909 | -27 | -3.93% | Q1 2026 | May 05, 2026 |
| Scarborough Advisors, LLC | History | Added to | 661 | 31 | 0.0% | 0.01% | 910 | +2 | 0.3% | Q1 2026 | May 07, 2026 |
| Financial Perspectives, Inc | History | Added to | 623 | 30 | 0.01% | 0.0% | 911 | +313 | 100.97% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 607 | 29 | 0.0% | 0.0% | 912 | -778 | -56.17% | Q1 2026 | Apr 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 604 | 29 | 0.01% | 0.01% | 913 | +2 | 0.33% | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | No change | 600 | 29 | 0.02% | 0.01% | 914 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | New | 600 | 28 | 0.01% | — | 916 | +600 | New | Q1 2026 | Apr 23, 2026 |
| Northwest Capital Management Inc | History | No change | 607 | 28 | 0.12% | 0.12% | 915 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PROTECTIVE LIFE CORP | History | New | 573 | 27 | 0.09% | — | 922 | +573 | New | Q1 2026 | May 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 564 | 27 | 0.02% | — | 923 | +564 | New | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 563 | 27 | 0.01% | — | 921 | +563 | New | Q1 2026 | Apr 17, 2026 |
| Covestor Ltd | History | Added to | 552 | 27 | 0.02% | 0.01% | 920 | +267 | 93.68% | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | Added to | 569 | 27 | 0.0% | 0.0% | 919 | +2 | 0.35% | Q1 2026 | Apr 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 566 | 27 | 0.01% | 0.01% | 917 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 562 | 27 | 0.01% | 0.01% | 918 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GW&K Investment Management, LLC | History | No change | 534 | 26 | 0.0% | 0.0% | 924 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 538 | 25 | 0.0% | 0.0% | 926 | +26 | 5.08% | Q1 2026 | May 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 533 | 25 | 0.0% | 0.0% | 925 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 500 | 24 | 0.0% | 0.0% | 927 | -30 | -5.66% | Q1 2026 | May 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 495 | 23 | 0.02% | — | 929 | +495 | New | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 492 | 23 | 0.0% | 0.0% | 928 | +240 | 95.24% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 463 | 22 | 0.0% | 0.0% | 930 | +441 | 2004.55% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | No change | 448 | 21 | 0.01% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 426 | 20 | 0.0% | 0.0% | 932 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Archer Investment Corp | History | New | 404 | 19 | 0.0% | — | 936 | +404 | New | Q1 2026 | May 04, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 410 | 19 | 0.0% | 0.0% | 934 | -69 | -14.41% | Q1 2026 | Apr 22, 2026 |
| WEBSTER BANK, N. A. | History | No change | 400 | 19 | 0.0% | 0.0% | 933 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Global Wealth Strategies & Associates | History | No change | 406 | 19 | 0.0% | 0.0% | 935 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 374 | 18 | 0.01% | 0.0% | 937 | +248 | 196.83% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Added to | 355 | 17 | 0.01% | — | 940 | +354 | 35400.0% | Q1 2026 | May 07, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 368 | 17 | 0.01% | 0.01% | 941 | -31 | -7.77% | Q1 2026 | Apr 07, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 330 | 17 | 0.01% | 0.01% | 938 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 369 | 17 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 341 | 16 | 0.0% | 0.0% | 943 | -142 | -29.4% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 346 | 16 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Realta Investment Advisors | History | Reduced | 314 | 15 | 0.01% | 0.02% | 944 | -1,066 | -77.25% | Q1 2026 | Apr 22, 2026 |
| Hickory Point Bank & Trust | History | New | 320 | 15 | 0.01% | — | 947 | +320 | New | Q1 2026 | Apr 03, 2026 |
| EPG Wealth Management LLC | History | Added to | 323 | 15 | 0.0% | 0.0% | 945 | +1 | 0.31% | Q1 2026 | May 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 311 | 15 | 0.01% | 0.01% | 946 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 306 | 14 | 0.01% | 0.0% | 949 | +142 | 86.59% | Q1 2026 | May 01, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 300 | 14 | 0.01% | 0.01% | 948 | +1 | 0.33% | Q1 2026 | Apr 17, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 278 | 13 | 0.01% | 0.01% | 950 | +18 | 6.92% | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 266 | 12 | 0.0% | — | 953 | +266 | New | Q1 2026 | Apr 09, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 264 | 12 | 0.0% | 0.0% | 951 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | No change | 258 | 12 | 0.0% | 0.0% | 952 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Crewe Advisors LLC | History | Reduced | 240 | 11 | 0.0% | 0.0% | 954 | -260 | -52.0% | Q1 2026 | May 07, 2026 |
| United Financial Planning Group LLC | History | No change | 245 | 11 | 0.01% | 0.01% | 955 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 221 | 10 | 0.0% | 0.0% | 957 | +36 | 19.46% | Q1 2026 | Apr 27, 2026 |
| Centerpoint Advisors, LLC | History | No change | 214 | 10 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| New Millennium Group LLC | History | No change | 233 | 10 | 0.0% | 0.0% | 958 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 201 | 9 | 0.0% | 0.0% | 959 | -294 | -59.39% | Q1 2026 | May 11, 2026 |
| ROGCO, LP | History | New | 198 | 9 | 0.0% | — | 964 | +198 | New | Q1 2026 | May 04, 2026 |
| Redwood Park Advisors LLC | History | Added to | 189 | 9 | 0.01% | 0.01% | 963 | +1 | 0.53% | Q1 2026 | May 04, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 9 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | No change | 194 | 9 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 201 | 9 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 185 | 8 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 154 | 7 | 0.0% | — | 968 | +154 | New | Q1 2026 | May 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 151 | 7 | 0.01% | 0.01% | 966 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Horizons Wealth Management | History | No change | 164 | 7 | 0.0% | 0.0% | 967 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 135 | 6 | 0.0% | — | 975 | +135 | New | Q1 2026 | Apr 21, 2026 |
| Financial Freedom, LLC | History | Reduced | 139 | 6 | 0.0% | 0.0% | 972 | -92 | -39.83% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 142 | 6 | 0.0% | 0.0% | 969 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Oakworth Capital, Inc. | History | No change | 138 | 6 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 131 | 6 | 0.0% | 0.0% | 971 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 132 | 6 | 0.0% | 0.0% | 973 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 137 | 6 | 0.0% | 0.0% | 974 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 118 | 5 | 0.0% | 0.0% | 977 | -598 | -83.52% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | New | 118 | 5 | 0.0% | — | 981 | +118 | New | Q1 2026 | Apr 28, 2026 |
| Hanson & Doremus Investment Management | History | New | 108 | 5 | 0.0% | — | 980 | +108 | New | Q1 2026 | Apr 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 105 | 5 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 113 | 5 | 0.0% | 0.0% | 978 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ransom Advisory, Ltd | History | No change | 111 | 5 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Burk Holdings LLC | History | New | 102 | 4 | 0.0% | — | 984 | +102 | New | Q1 2026 | May 07, 2026 |
| Investors Research Corp | History | No change | 87 | 4 | 0.0% | 0.0% | 982 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Breakwater Investment Management | History | No change | 85 | 4 | 0.0% | 0.0% | 983 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | New | 75 | 3 | 0.0% | — | 987 | +75 | New | Q1 2026 | Apr 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 986 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rakuten Securities, Inc. | History | New | 50 | 2 | 0.0% | — | 992 | +50 | New | Q1 2026 | May 01, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 42 | 2 | 0.0% | — | 991 | +42 | New | Q1 2026 | Apr 17, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 988 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 990 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 31 | 1 | 0.0% | — | 1001 | +31 | New | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | New | 25 | 1 | 0.0% | — | 999 | +25 | New | Q1 2026 | Apr 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 24 | 1 | 0.0% | — | 998 | +24 | New | Q1 2026 | Apr 16, 2026 |
| Networth Advisors, LLC | History | New | 21 | 1 | 0.0% | — | 1000 | +21 | New | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 25 | 1 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 38 | 1 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 22 | 1 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Quent Capital, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 28 | 1 | 0.0% | 0.0% | 997 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.01% | — | -401,200 | -100.0% | Q1 2026 | May 12, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 4.76% | — | -178,434 | -100.0% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -102,373 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -97,709 | -100.0% | Q1 2026 | May 01, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 1.75% | — | -45,276 | -100.0% | Q1 2026 | May 20, 2026 |
| Markin Asset Management, LP | History | Closed out | 0 | 0 | — | 1.66% | — | -32,245 | -100.0% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -30,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.12% | — | -27,765 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -27,550 | -100.0% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -27,012 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -26,864 | -100.0% | Q1 2026 | Apr 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,714 | -100.0% | Q1 2026 | May 12, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 0.32% | — | -24,349 | -100.0% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -19,641 | -100.0% | Q1 2026 | May 06, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -17,268 | -100.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Management, LLC / MS | History | Closed out | 0 | 0 | — | 0.2% | — | -16,132 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,392 | -100.0% | Q1 2026 | Apr 08, 2026 |
| PCA Investment Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -10,145 | -100.0% | Q1 2026 | May 11, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,916 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,164 | -100.0% | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,533 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,592 | -100.0% | Q1 2026 | May 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -6,113 | -100.0% | Q1 2026 | May 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -5,512 | -100.0% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,226 | -100.0% | Q1 2026 | May 21, 2026 |
| Precision Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,071 | -100.0% | Q1 2026 | May 06, 2026 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.43% | — | -4,977 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,698 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kelly Financial Services LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,559 | -100.0% | Q1 2026 | Apr 13, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,438 | -100.0% | Q1 2026 | May 14, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,334 | -100.0% | Q1 2026 | May 06, 2026 |
| Fox Financial, Inc | History | Closed out | 0 | 0 | — | 0.16% | — | -4,323 | -100.0% | Q1 2026 | May 07, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,514 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,964 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -2,668 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,618 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,280 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -813 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -594 | -100.0% | Q1 2026 | May 01, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -285 | -100.0% | Q1 2026 | May 15, 2026 |
| Deane Retirement Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -279 | -100.0% | Q1 2026 | Apr 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -272 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Bank of Jackson Hole Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q1 2026 | May 12, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q1 2026 | May 15, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -156 | -100.0% | Q1 2026 | Apr 13, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 13 | 0 | — | 0.0% | — | -110 | -89.43% | Q1 2026 | Apr 22, 2026 |
| SouthState Bank Corp | History | Reduced | 11 | 0 | — | 0.0% | — | -83 | -88.3% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 07, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 08, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 07, 2026 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Truvestments Capital LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fortis Group Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MASECO LLP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advocate Investing Services LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |