SPDR SERIES TRUST - SPTM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 8,501,799 | 672,152 | 0.18% | 0.19% | 1 | +199,994 | 2.41% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 5,436,214 | 429,787 | 0.88% | 0.46% | 2 | +2,687,718 | 97.79% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 4,588 | 362,727 | 16.11% | 4.77% | 3 | -192,118 | -97.67% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 4,126,427 | 326,235 | 0.22% | 0.19% | 4 | +919,353 | 28.67% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 3,349,506 | 264,811 | 0.7% | 0.73% | 5 | +83,169 | 2.55% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,093,207 | 244,548 | 1.15% | 1.24% | 6 | -107,371 | -3.35% | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,939,835 | 232,423 | 2.76% | 2.91% | 7 | +72,744 | 2.54% | Q1 2026 | May 01, 2026 |
| Tidal Investments LLC | History | Added to | 2,895,155 | 228,890 | 0.48% | 0.55% | 8 | +85,400 | 3.04% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,586,827 | 204,514 | 3.98% | 4.12% | 9 | +44,715 | 1.76% | Q1 2026 | Apr 14, 2026 |
| Hughes Financial Services, LLC | History | Added to | 1,671,941 | 132,183 | 20.31% | 20.85% | 10 | +63,076 | 3.92% | Q1 2026 | Apr 29, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 1,532,743 | 121,178 | 24.67% | 27.62% | 11 | -106,123 | -6.48% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,530,737 | 121,020 | 0.01% | 0.01% | 12 | +99,405 | 6.94% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,437,450 | 113,649 | 0.17% | 0.18% | 13 | -28,234 | -1.93% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,405,129 | 112,087 | 0.23% | 0.22% | 14 | -539,495 | -27.74% | Q1 2026 | Apr 08, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 1,412,447 | 111,668 | 10.61% | 11.13% | 15 | -56,787 | -3.87% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 1,385,835 | 110,395 | 1.89% | 2.17% | 16 | -57,996 | -4.02% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,275,581 | 100,832 | 0.02% | 0.03% | 17 | -156,161 | -10.91% | Q1 2026 | May 15, 2026 |
| Keener Financial Planning LLC | History | Added to | 1,086,692 | 85,913 | 36.11% | 36.6% | 18 | +60,084 | 5.85% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 1,071,583 | 84,719 | 0.34% | 0.35% | 19 | +33,053 | 3.18% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 1,032,092 | 81,597 | 6.89% | 7.58% | 20 | +12,254 | 1.2% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,026,149 | 81,127 | 0.02% | 0.02% | 21 | -25,030 | -2.38% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,011,111 | 79,938 | 0.02% | 0.04% | 22 | -541,334 | -34.87% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 973,384 | 76,955 | 0.01% | 0.01% | 23 | -316,581 | -24.54% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 933,841 | 73,829 | 6.63% | 7.29% | 24 | -16,494 | -1.74% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 903,126 | 71,401 | 0.77% | — | 25 | +903,126 | New | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 494,999 | 70,421 | 0.87% | — | 26 | +494,999 | New | Q1 2026 | May 08, 2026 |
| Legacy Private Trust Co. | History | Reduced | 885,980 | 70,045 | 4.31% | 4.32% | 27 | -6,787 | -0.76% | Q1 2026 | Apr 07, 2026 |
| Wealthquest Corp | History | No change | 841,365 | 69,412 | 5.24% | 5.24% | 28 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 776,616 | 67,449 | 11.28% | 11.37% | 29 | +27,569 | 3.68% | Q1 2026 | May 08, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 840,283 | 66,432 | 14.17% | 14.09% | 30 | +49,068 | 6.2% | Q1 2026 | Apr 10, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 825,503 | 65,264 | 13.37% | 13.57% | 31 | +31,471 | 3.96% | Q1 2026 | Apr 06, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 757,846 | 59,915 | 6.11% | 9.23% | 32 | -288,689 | -27.59% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 752,005 | 59,453 | 0.02% | 0.02% | 33 | +109,131 | 16.98% | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 750,934 | 59,368 | 2.56% | 2.52% | 34 | +17,936 | 2.45% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 749,923 | 59,289 | 0.15% | 0.16% | 35 | +12,912 | 1.75% | Q1 2026 | Apr 30, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 746,648 | 59,030 | 5.6% | 5.51% | 36 | +26,181 | 3.63% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 742,992 | 58,740 | 0.08% | 0.09% | 37 | -3,401 | -0.46% | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 707,527 | 55,937 | 17.05% | 14.68% | 38 | +142,205 | 25.15% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 690,245 | 54,570 | 0.3% | 0.94% | 39 | -1,213,200 | -63.74% | Q1 2026 | May 15, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 678,821 | 54,000 | 20.35% | 21.48% | 40 | +7,707 | 1.15% | Q1 2026 | Apr 29, 2026 |
| Advisors Capital Management, LLC | History | Added to | 649,255 | 51,330 | 0.6% | 0.61% | 41 | +19,834 | 3.15% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 638,870 | 50,509 | 0.02% | 0.03% | 42 | +13,831 | 2.21% | Q1 2026 | May 15, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 595,816 | 47,105 | 10.75% | 10.89% | 43 | -1,108 | -0.19% | Q1 2026 | Apr 30, 2026 |
| CVFG LLC | History | New | 584,153 | 46,183 | 5.74% | — | 44 | +584,153 | New | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 562,548 | 44,475 | 0.51% | 0.89% | 45 | -386,620 | -40.73% | Q1 2026 | Apr 28, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 485,989 | 38,422 | 10.1% | 11.1% | 46 | -31,397 | -6.07% | Q1 2026 | Apr 10, 2026 |
| GM Advisory Group, LLC | History | Added to | 482,264 | 38,127 | 1.47% | 1.54% | 47 | +4,438 | 0.93% | Q1 2026 | Apr 28, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 481,279 | 37,506 | 4.97% | 6.61% | 48 | -110,538 | -18.68% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 449,400 | 37,075 | 0.24% | 0.22% | 49 | +59,141 | 15.15% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 465,482 | 36,800 | 0.85% | 0.89% | 50 | +22,041 | 4.97% | Q1 2026 | May 04, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 464,256 | 36,704 | 3.0% | 3.18% | 51 | +8,817 | 1.94% | Q1 2026 | Apr 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 462,465 | 36,562 | 0.5% | 0.51% | 52 | +31,550 | 7.32% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 456,136 | 36,062 | 2.7% | 2.71% | 53 | +11,222 | 2.52% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 443,363 | 35,052 | 0.04% | 0.03% | 54 | +163,826 | 58.61% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 426,768 | 33,740 | 7.58% | 8.08% | 55 | +17,381 | 4.25% | Q1 2026 | May 14, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 416,689 | 32,945 | 16.96% | 18.34% | 56 | -1,878 | -0.45% | Q1 2026 | May 11, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 414,554 | 32,774 | 4.86% | 6.61% | 57 | -110,519 | -21.05% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 414,084 | 32,737 | 0.26% | 0.29% | 58 | -4,554 | -1.09% | Q1 2026 | Apr 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 411,814 | 32,558 | 5.21% | 7.66% | 59 | -174,929 | -29.81% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 399,669 | 31,597 | 0.04% | 0.04% | 60 | +1,538 | 0.39% | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 398,442 | 31,500 | 1.87% | 2.54% | 61 | -128,977 | -24.45% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 393,149 | 30,217 | 0.0% | 0.0% | 62 | +56,584 | 16.81% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 370,999 | 29,331 | 1.23% | — | 63 | +370,999 | New | Q1 2026 | May 14, 2026 |
| Rinkey Investments | History | Reduced | 365,339 | 28,883 | 7.39% | 7.71% | 64 | -2,863 | -0.78% | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 363,505 | 28,738 | 1.61% | 1.66% | 65 | +15,328 | 4.4% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 356,002 | 28,145 | 10.03% | — | 66 | +356,002 | New | Q1 2026 | May 13, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 317,457 | 27,536 | 20.64% | 22.4% | 67 | +8,197 | 2.65% | Q1 2026 | Apr 27, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 336,170 | 26,774 | 4.38% | 4.54% | 68 | +2,923 | 0.88% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 326,097 | 25,781 | 1.0% | 1.4% | 69 | +173,117 | 113.16% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 318,155 | 25,153 | 0.46% | 0.54% | 70 | -31,589 | -9.03% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 314,766 | 24,885 | 1.38% | 1.37% | 71 | +18,907 | 6.39% | Q1 2026 | Apr 30, 2026 |
| Navigation Group, LLC | History | New | 311,102 | 24,595 | 5.76% | — | 72 | +311,102 | New | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 305,762 | 24,173 | 0.24% | 0.32% | 73 | -11,851 | -3.73% | Q1 2026 | May 13, 2026 |
| Fox Financial, Inc | History | Reduced | 303,648 | 24,006 | 19.59% | 20.06% | 74 | -1,251 | -0.41% | Q1 2026 | May 07, 2026 |
| RVW Wealth, LLC | History | Reduced | 302,469 | 23,913 | 1.86% | 1.94% | 75 | -5,663 | -1.84% | Q1 2026 | Apr 08, 2026 |
| DORVAL Corp | History | Reduced | 292,442 | 23,120 | 7.17% | 8.38% | 76 | -25,877 | -8.13% | Q1 2026 | Apr 22, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 288,385 | 22,799 | 4.73% | 4.82% | 77 | +23,681 | 8.95% | Q1 2026 | May 14, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 288,268 | 22,790 | 0.67% | 0.73% | 78 | -2,897 | -0.99% | Q1 2026 | Apr 14, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 287,728 | 22,747 | 9.94% | 10.11% | 79 | -28,877 | -9.12% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Added to | 283,279 | 22,396 | 0.77% | 0.81% | 80 | +19,586 | 7.43% | Q1 2026 | May 06, 2026 |
| Wall Capital Group, Inc. | History | Added to | 275,965 | 21,817 | 23.29% | 15.5% | 81 | +78,650 | 39.86% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 274,523 | 21,703 | 0.16% | 0.21% | 82 | -44,670 | -13.99% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 273,758 | 21,643 | 1.22% | 1.14% | 83 | +15,884 | 6.16% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 261,458 | 20,670 | 0.02% | 0.02% | 84 | +34,237 | 15.07% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 247,434 | 19,819 | 2.16% | 3.01% | 85 | +2,238 | 0.91% | Q1 2026 | Apr 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 248,618 | 19,655 | 0.36% | 0.1% | 86 | +183,366 | 281.01% | Q1 2026 | May 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 247,384 | 19,558 | 0.8% | 0.79% | 87 | -23,158 | -8.56% | Q1 2026 | Apr 27, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 240,396 | 19,005 | 0.36% | 0.38% | 88 | -3,874 | -1.59% | Q1 2026 | Apr 16, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 240,018 | 18,975 | 2.65% | 2.89% | 89 | -4,968 | -2.03% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 231,614 | 18,311 | 0.0% | 0.0% | 90 | +5,225 | 2.31% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 224,797 | 17,772 | 0.32% | 0.36% | 91 | -12,965 | -5.45% | Q1 2026 | May 07, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 210,628 | 16,652 | 2.12% | 2.68% | 92 | -37,275 | -15.04% | Q1 2026 | Apr 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 208,592 | 16,491 | 8.74% | 9.37% | 93 | +4,655 | 2.28% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 205,297 | 16,230 | 0.23% | 0.28% | 94 | -4,249 | -2.03% | Q1 2026 | Apr 10, 2026 |
| Capasso Planning Partners LLC | History | No change | 196,326 | 16,196 | 8.87% | 8.87% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 202,760 | 16,030 | 1.69% | 1.8% | 96 | +1,395 | 0.69% | Q1 2026 | May 04, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 196,202 | 15,511 | 5.88% | 5.42% | 97 | +16,169 | 8.98% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 188,302 | 14,887 | 0.4% | 0.39% | 98 | +3,418 | 1.85% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 188,259 | 14,883 | 0.35% | 0.39% | 99 | -21,540 | -10.27% | Q1 2026 | May 15, 2026 |
| Mueller Wealth, LLC | History | Reduced | 186,804 | 14,768 | 11.78% | 12.95% | 100 | -2,807 | -1.48% | Q1 2026 | May 01, 2026 |
| Facet Wealth, Inc. | History | Added to | 181,575 | 14,355 | 0.25% | 0.26% | 101 | +7,818 | 4.5% | Q1 2026 | May 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 180,319 | 14,255 | 0.12% | 0.13% | 102 | -6,785 | -3.63% | Q1 2026 | May 11, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 176,720 | 13,971 | 1.56% | 1.72% | 103 | -3,804 | -2.11% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 173,087 | 13,684 | 0.12% | 0.02% | 104 | +157,771 | 1030.11% | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 155,676 | 13,615 | 8.74% | 8.44% | 105 | +9,107 | 6.21% | Q1 2026 | May 06, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 171,376 | 13,542 | 1.01% | 0.83% | 106 | +5,629 | 3.4% | Q1 2026 | May 20, 2026 |
| Bensler, LLC | History | Added to | 170,744 | 13,499 | 1.39% | 1.39% | 107 | +2,826 | 1.68% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 168,782 | 13,343 | 0.0% | 0.0% | 108 | +7,454 | 4.62% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 166,770 | 13,184 | 3.1% | 2.81% | 109 | +21,218 | 14.58% | Q1 2026 | Apr 23, 2026 |
| Ervin Investment Management, LLC | History | Added to | 165,710 | 13,100 | 7.67% | 7.47% | 110 | +4,051 | 2.51% | Q1 2026 | Apr 08, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 160,522 | 12,696 | 0.88% | 0.42% | 111 | +101,418 | 171.59% | Q1 2026 | May 18, 2026 |
| XML Financial, LLC | History | Added to | 160,153 | 12,661 | 1.02% | 1.06% | 112 | +2,039 | 1.29% | Q1 2026 | Apr 16, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 158,736 | 12,549 | 4.25% | 6.27% | 113 | -71,369 | -31.02% | Q1 2026 | Apr 24, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 155,228 | 12,313 | 1.52% | 1.49% | 114 | -1,227 | -0.78% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 153,512 | 12,136 | 0.04% | 0.03% | 115 | +18,553 | 13.75% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 152,060 | 12,113 | 0.11% | 0.15% | 116 | -12,421 | -7.55% | Q1 2026 | Apr 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 149,781 | 11,841 | 1.57% | 1.05% | 117 | +68,447 | 84.16% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 139,395 | 11,500 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 145,418 | 11,496 | 1.7% | 1.88% | 119 | -2,913 | -1.96% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Reduced | 145,237 | 11,482 | 0.0% | 0.0% | 120 | -3,240 | -2.18% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | Added to | 144,319 | 11,409 | 1.03% | 1.03% | 121 | +3,962 | 2.82% | Q1 2026 | May 11, 2026 |
| Evensky & Katz LLC | History | Reduced | 141,417 | 11,180 | 0.64% | 0.69% | 122 | -6,204 | -4.2% | Q1 2026 | Apr 22, 2026 |
| Spartan Planning & Wealth Management | History | Reduced | 140,234 | 11,086 | 8.2% | 12.9% | 123 | -71,697 | -33.83% | Q1 2026 | Apr 16, 2026 |
| G&S Capital LLC | History | Reduced | 140,037 | 11,071 | 3.89% | 4.45% | 124 | -12,515 | -8.2% | Q1 2026 | Apr 07, 2026 |
| Balefire, LLC | History | Reduced | 139,934 | 11,063 | 2.08% | 3.55% | 125 | -81,137 | -36.7% | Q1 2026 | May 07, 2026 |
| M3 Wealth Management, LLC | History | Added to | 137,835 | 10,897 | 8.39% | 8.6% | 126 | +9,866 | 7.71% | Q1 2026 | May 05, 2026 |
| Balentine LLC | History | Reduced | 137,544 | 10,874 | 0.44% | 0.44% | 127 | -3,599 | -2.55% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 135,272 | 10,694 | 0.03% | 0.07% | 128 | -211,809 | -61.03% | Q1 2026 | May 04, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 133,080 | 10,521 | 3.98% | 4.12% | 129 | -1,612 | -1.2% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Reduced | 131,905 | 10,428 | 1.99% | 2.13% | 130 | -9,243 | -6.55% | Q1 2026 | Apr 03, 2026 |
| Redwood Financial Network Corp | History | Added to | 129,099 | 10,206 | 6.69% | 6.71% | 131 | +1,574 | 1.23% | Q1 2026 | May 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 128,874 | 10,188 | 1.17% | 0.92% | 132 | +27,897 | 27.63% | Q1 2026 | Apr 24, 2026 |
| IRON Financial LLC | History | Added to | 128,815 | 10,184 | 4.45% | 4.88% | 133 | +111 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 127,942 | 10,115 | 0.37% | 0.42% | 134 | +17,485 | 15.83% | Q1 2026 | May 19, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 126,650 | 10,012 | 1.0% | 1.04% | 135 | -543 | -0.43% | Q1 2026 | Apr 30, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 124,335 | 9,829 | 2.64% | 2.84% | 136 | -2,344 | -1.85% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 122,642 | 9,696 | 0.02% | 0.01% | 137 | +57,051 | 86.98% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 121,172 | 9,579 | 0.01% | 0.02% | 138 | -69,661 | -36.5% | Q1 2026 | Apr 27, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 118,567 | 9,373 | 3.48% | 4.72% | 139 | -33,118 | -21.83% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 118,409 | 9,361 | 0.21% | 0.22% | 140 | +502 | 0.43% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 117,590 | 9,296 | 0.0% | 0.0% | 141 | +12,370 | 11.76% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 99,469 | 8,896 | 0.24% | 0.39% | 142 | -11,107 | -10.04% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 110,219 | 8,713 | 0.06% | 0.0% | 143 | +110,119 | 110119.0% | Q1 2026 | Apr 14, 2026 |
| Aldebaran Financial Inc. | History | Added to | 104,353 | 8,250 | 7.84% | 7.57% | 144 | +5,870 | 5.96% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 104,170 | 8,235 | 0.0% | 0.0% | 145 | +92,841 | 819.5% | Q1 2026 | May 12, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 102,183 | 8,078 | 3.63% | 3.62% | 146 | +4,655 | 4.77% | Q1 2026 | Apr 16, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 100,279 | 7,928 | 5.22% | 5.35% | 147 | +3,192 | 3.29% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 98,844 | 7,815 | 0.21% | 0.23% | 148 | -677 | -0.68% | Q1 2026 | May 14, 2026 |
| FreeGulliver LLC | History | Added to | 98,584 | 7,794 | 3.29% | 2.94% | 149 | +1,880 | 1.94% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 97,742 | 7,730 | 0.05% | 0.05% | 150 | -5,568 | -5.39% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 96,528 | 7,631 | 1.75% | 1.85% | 151 | -1,121 | -1.15% | Q1 2026 | Apr 28, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 96,331 | 7,615 | 1.0% | 1.0% | 152 | +8,727 | 9.96% | Q1 2026 | May 12, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 95,083 | 7,517 | 0.79% | 0.82% | 153 | +5,435 | 6.06% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Reduced | 93,412 | 7,385 | 0.1% | 0.12% | 154 | -11,829 | -11.24% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Added to | 92,755 | 7,333 | 2.73% | 2.72% | 155 | +1,736 | 1.91% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 89,740 | 7,094 | 0.03% | 0.02% | 156 | +22,084 | 32.64% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Group, LLC | History | Added to | 87,634 | 6,928 | 3.23% | 3.23% | 157 | +5,974 | 7.32% | Q1 2026 | Apr 23, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 86,206 | 6,815 | 2.81% | 2.78% | 158 | +293 | 0.34% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 85,878 | 6,789 | 0.15% | 0.15% | 159 | +2,134 | 2.55% | Q1 2026 | May 01, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 85,112 | 6,728 | 1.07% | 1.42% | 160 | -15,240 | -15.19% | Q1 2026 | Apr 09, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 84,925 | 6,714 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 84,091 | 6,648 | 4.42% | 4.82% | 162 | -3,863 | -4.39% | Q1 2026 | May 07, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 83,197 | 6,577 | 5.18% | 5.12% | 163 | +7,939 | 10.55% | Q1 2026 | Apr 24, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 79,461 | 6,555 | 4.1% | 4.1% | 164 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 82,209 | 6,499 | 0.15% | 0.17% | 165 | -788 | -0.95% | Q1 2026 | May 11, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 81,364 | 6,432 | 2.42% | 2.6% | 166 | -356 | -0.44% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Reduced | 80,893 | 6,395 | 0.07% | 0.08% | 167 | -2,330 | -2.8% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 78,951 | 6,241 | 0.27% | 0.28% | 168 | +8,001 | 11.28% | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Added to | 78,476 | 6,204 | 0.39% | 0.39% | 169 | +1,627 | 2.12% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 78,394 | 6,197 | 0.03% | 0.04% | 170 | -2,128 | -2.64% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 76,505 | 6,048 | 0.01% | 0.01% | 171 | +13,030 | 20.53% | Q1 2026 | May 05, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 76,076 | 6,014 | 1.02% | 1.11% | 172 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 77,472 | 5,988 | 0.0% | 0.0% | 173 | +6,918 | 9.81% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 74,652 | 5,901 | 0.15% | 0.16% | 174 | -4,134 | -5.25% | Q1 2026 | Apr 29, 2026 |
| PAX Financial Group, LLC | History | Reduced | 74,079 | 5,856 | 1.0% | 1.11% | 175 | -4,091 | -5.23% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 73,900 | 5,842 | 0.0% | 0.0% | 176 | +43,500 | 143.09% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 69,088 | 5,462 | 0.17% | 0.22% | 177 | -11,616 | -14.39% | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Reduced | 68,612 | 5,424 | 2.28% | 2.4% | 178 | -361 | -0.52% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 68,145 | 5,387 | 0.13% | 0.14% | 179 | +372 | 0.55% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 68,030 | 5,344 | 0.01% | 0.01% | 180 | +10,509 | 18.27% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 67,243 | 5,316 | 0.01% | 0.01% | 181 | +1,045 | 1.58% | Q1 2026 | May 14, 2026 |
| CGN Advisors LLC | History | Added to | 66,986 | 5,295 | 0.42% | 0.39% | 182 | +6,998 | 11.67% | Q1 2026 | Apr 13, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 66,581 | 5,263 | 1.36% | 2.36% | 183 | -47,580 | -41.68% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 66,024 | 5,219 | 0.03% | 0.04% | 184 | +3,360 | 5.36% | Q1 2026 | May 15, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 65,631 | 5,189 | 0.49% | 0.49% | 185 | +1,600 | 2.5% | Q1 2026 | Apr 02, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 64,097 | 5,067 | 1.86% | 1.95% | 186 | +64 | 0.1% | Q1 2026 | Apr 17, 2026 |
| JT Stratford LLC | History | Reduced | 63,083 | 4,987 | 0.63% | 0.81% | 187 | -13,373 | -17.49% | Q1 2026 | May 15, 2026 |
| Apeiron RIA LLC | History | Added to | 62,712 | 4,957 | 1.15% | 0.97% | 188 | +5,871 | 10.33% | Q1 2026 | Apr 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 62,577 | 4,947 | 0.56% | 0.41% | 189 | +17,149 | 37.75% | Q1 2026 | Apr 16, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 62,504 | 4,941 | 0.22% | 0.22% | 190 | -21 | -0.03% | Q1 2026 | May 12, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 61,455 | 4,858 | 1.85% | 1.38% | 191 | -7,502 | -10.88% | Q1 2026 | May 04, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 61,224 | 4,840 | 0.7% | 0.78% | 192 | -1,629 | -2.59% | Q1 2026 | Apr 21, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 59,565 | 4,709 | 1.54% | 1.56% | 193 | +3,199 | 5.68% | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | Added to | 59,247 | 4,684 | 0.13% | 0.14% | 194 | +5,853 | 10.96% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 58,659 | 4,637 | 0.07% | 0.1% | 195 | -1,912 | -3.16% | Q1 2026 | May 15, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 58,426 | 4,619 | 2.43% | 2.89% | 196 | -7,376 | -11.21% | Q1 2026 | May 14, 2026 |
| Austin Wealth Management, LLC | History | Added to | 57,637 | 4,616 | 1.05% | 0.7% | 197 | +607 | 1.06% | Q1 2026 | Apr 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 57,934 | 4,580 | 2.1% | 2.84% | 198 | -39,877 | -40.77% | Q1 2026 | May 05, 2026 |
| TKG Advisors, LLC | History | Reduced | 57,615 | 4,555 | 1.88% | 2.12% | 199 | -5,956 | -9.37% | Q1 2026 | Apr 24, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 57,447 | 4,541 | 0.63% | 0.54% | 200 | +11,550 | 25.17% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 56,115 | 4,436 | 0.04% | 0.03% | 201 | +24,884 | 79.68% | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 55,114 | 4,357 | 1.2% | 1.29% | 202 | -5,014 | -8.34% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 52,984 | 4,188 | 0.24% | 0.26% | 203 | +26,432 | 99.55% | Q1 2026 | Apr 22, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 52,608 | 4,159 | 0.07% | 0.06% | 204 | +4,526 | 9.41% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 52,100 | 4,119 | 0.0% | 0.0% | 205 | -7,242 | -12.2% | Q1 2026 | May 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 51,726 | 4,089 | 1.02% | 1.23% | 206 | -2,555 | -4.71% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 51,684 | 4,086 | 0.07% | 0.02% | 207 | +42,100 | 439.27% | Q1 2026 | May 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 51,487 | 4,070 | 0.04% | 0.03% | 208 | +12,092 | 30.69% | Q1 2026 | May 08, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 51,280 | 4,054 | 4.2% | 5.01% | 209 | -9,471 | -15.59% | Q1 2026 | Apr 21, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 51,155 | 4,044 | 0.32% | 0.35% | 210 | -3,284 | -6.03% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Reduced | 49,549 | 3,917 | 0.85% | 1.1% | 211 | -7,928 | -13.79% | Q1 2026 | Apr 20, 2026 |
| Advisor OS, LLC | History | Reduced | 49,490 | 3,912 | 0.28% | 0.35% | 212 | -2,607 | -5.0% | Q1 2026 | May 07, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 47,424 | 3,898 | 0.74% | 0.81% | 213 | -2,179 | -4.39% | Q1 2026 | Apr 09, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 49,122 | 3,883 | 0.47% | 0.53% | 214 | -2,291 | -4.46% | Q1 2026 | May 05, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 49,062 | 3,878 | 1.07% | 1.16% | 215 | +716 | 1.48% | Q1 2026 | Apr 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 47,346 | 3,743 | 0.3% | 0.27% | 216 | +7,509 | 18.85% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Reduced | 46,044 | 3,640 | 0.19% | 0.19% | 217 | -485 | -1.04% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 43,821 | 3,615 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 45,586 | 3,603 | 0.48% | 0.42% | 219 | +6,169 | 15.65% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 44,753 | 3,538 | 0.03% | 0.03% | 220 | -8,446 | -15.88% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 44,277 | 3,500 | 0.78% | 0.78% | 221 | +3,679 | 9.06% | Q1 2026 | Apr 22, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 42,911 | 3,392 | 1.53% | 1.57% | 222 | -94 | -0.22% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 42,608 | 3,369 | 0.01% | 0.01% | 223 | +4,006 | 10.38% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 42,502 | 3,360 | 0.0% | 0.0% | 224 | +94 | 0.22% | Q1 2026 | May 07, 2026 |
| KWB Wealth | History | Reduced | 40,687 | 3,356 | 0.33% | 0.32% | 225 | -81 | -0.2% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 40,674 | 3,215 | 0.02% | 0.02% | 226 | +14 | 0.03% | Q1 2026 | Apr 30, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 39,712 | 3,155 | 0.12% | 0.23% | 227 | +22,256 | 127.5% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 39,599 | 3,130 | 0.02% | 0.02% | 228 | +619 | 1.59% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Added to | 39,135 | 3,094 | 0.22% | 0.22% | 229 | +2,018 | 5.44% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 37,980 | 3,002 | 0.0% | 0.0% | 230 | +78 | 0.21% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Added to | 37,465 | 2,962 | 0.36% | 0.39% | 231 | +2,338 | 6.66% | Q1 2026 | Apr 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 35,602 | 2,814 | 0.01% | 0.01% | 232 | -25,881 | -42.09% | Q1 2026 | May 15, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 34,885 | 2,758 | 0.61% | 0.54% | 234 | +6,202 | 21.62% | Q1 2026 | Apr 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 34,887 | 2,758 | 0.92% | 0.91% | 233 | +1,539 | 4.61% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 34,657 | 2,739 | 0.11% | 0.06% | 235 | +13,744 | 65.72% | Q1 2026 | May 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 33,050 | 2,726 | 0.25% | 0.25% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 34,357 | 2,716 | 0.49% | 0.52% | 237 | +854 | 2.55% | Q1 2026 | May 11, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 34,280 | 2,710 | 0.25% | 0.26% | 238 | +1,140 | 3.44% | Q1 2026 | Apr 23, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 34,056 | 2,692 | 1.17% | 1.25% | 239 | -242 | -0.71% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 33,513 | 2,649 | 0.07% | 0.07% | 240 | +1,402 | 4.37% | Q1 2026 | May 12, 2026 |
| Bawa N Mallick Trust | History | No change | 33,400 | 2,640 | 1.08% | 1.02% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 32,716 | 2,586 | 1.88% | 2.22% | 242 | -4,526 | -12.15% | Q1 2026 | May 05, 2026 |
| Altus Wealth Group LLC | History | Reduced | 32,541 | 2,572 | 1.05% | 1.12% | 243 | -1,291 | -3.82% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 32,047 | 2,533 | 0.0% | 0.0% | 244 | +2,999 | 10.32% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Reduced | 31,824 | 2,516 | 0.21% | 0.22% | 245 | -1,072 | -3.26% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 30,290 | 2,498 | 0.55% | 0.55% | 246 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 31,536 | 2,493 | 0.01% | 0.0% | 247 | +4,657 | 17.33% | Q1 2026 | May 14, 2026 |
| SFMG, LLC | History | No change | 31,434 | 2,485 | 0.17% | 0.17% | 248 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 31,038 | 2,453 | 0.5% | 0.56% | 249 | -5,894 | -15.96% | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 28,587 | 2,409 | 0.16% | 0.16% | 250 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,410 | 2,404 | 0.01% | 0.01% | 251 | +5,332 | 21.26% | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 30,383 | 2,402 | 0.43% | 0.51% | 252 | -1,629 | -5.09% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 29,953 | 2,368 | 0.36% | 0.4% | 253 | -722 | -2.35% | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 29,522 | 2,334 | 0.21% | 0.25% | 254 | +3,860 | 15.04% | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | New | 29,031 | 2,295 | 0.12% | — | 255 | +29,031 | New | Q1 2026 | Apr 21, 2026 |
| Composition Wealth, LLC | History | Added to | 27,719 | 2,191 | 0.03% | 0.03% | 256 | +5,039 | 22.22% | Q1 2026 | Apr 08, 2026 |
| Orca Investment Management, LLC | History | Added to | 27,624 | 2,183 | 1.86% | 1.74% | 257 | +869 | 3.25% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 27,584 | 2,180 | 0.04% | 0.04% | 258 | +508 | 1.88% | Q1 2026 | Apr 10, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 27,523 | 2,175 | 0.33% | 0.35% | 259 | +256 | 0.94% | Q1 2026 | Apr 14, 2026 |
| Financial Enhancement Group LLC | History | Added to | 25,158 | 2,171 | 0.27% | 0.27% | 260 | +465 | 1.88% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 27,062 | 2,139 | 0.03% | 0.03% | 261 | -2,169 | -7.42% | Q1 2026 | May 06, 2026 |
| SEEDS INVESTOR LLC | History | New | 24,971 | 2,107 | 0.29% | — | 262 | +24,971 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,541 | 2,098 | 0.0% | 0.01% | 263 | -95,018 | -78.17% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 26,534 | 2,097 | 0.01% | 0.01% | 264 | -6,684 | -20.12% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Reduced | 26,460 | 2,091 | 0.05% | 0.06% | 265 | -370 | -1.38% | Q1 2026 | May 15, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 26,272 | 2,077 | 1.96% | 2.14% | 266 | -110 | -0.42% | Q1 2026 | Apr 28, 2026 |
| Jacksonville Wealth Management, LLC | History | Reduced | 26,194 | 2,070 | 1.4% | 1.61% | 267 | -1,365 | -4.95% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 23,942 | 2,069 | 0.05% | 0.05% | 268 | +152 | 0.64% | Q1 2026 | May 04, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 25,824 | 2,041 | 0.11% | 0.13% | 269 | +505 | 1.99% | Q1 2026 | Apr 29, 2026 |
| LJI Wealth Management, LLC | History | Added to | 25,621 | 2,025 | 0.32% | 0.29% | 270 | +2,255 | 9.65% | Q1 2026 | May 04, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 25,594 | 2,023 | 0.2% | 0.18% | 271 | +3,661 | 16.69% | Q1 2026 | Apr 15, 2026 |
| LexAurum Advisors, LLC | History | New | 25,506 | 2,016 | 0.26% | — | 272 | +25,506 | New | Q1 2026 | Apr 13, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 25,427 | 2,010 | 1.33% | 1.48% | 273 | -2,773 | -9.83% | Q1 2026 | Apr 21, 2026 |
| Flagstone Financial Management | History | No change | 25,023 | 1,978 | 0.49% | 0.53% | 274 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 24,763 | 1,957 | 0.47% | 0.54% | 275 | -241 | -0.96% | Q1 2026 | Apr 24, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 24,617 | 1,946 | 0.35% | 0.38% | 276 | -89 | -0.36% | Q1 2026 | May 01, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 24,230 | 1,915 | 0.6% | 0.75% | 277 | -6,042 | -19.96% | Q1 2026 | Apr 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 24,164 | 1,910 | 0.0% | 0.0% | 278 | +1,074 | 4.65% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 24,116 | 1,906 | 0.07% | 0.09% | 279 | -583 | -2.36% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Reduced | 23,934 | 1,892 | 0.01% | 0.01% | 280 | -704 | -2.86% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Reduced | 23,598 | 1,865 | 0.27% | 0.31% | 281 | -1,009 | -4.1% | Q1 2026 | Apr 22, 2026 |
| Sharper & Granite LLC | History | Reduced | 23,586 | 1,864 | 0.64% | 0.76% | 282 | -2,468 | -9.47% | Q1 2026 | Apr 08, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 23,532 | 1,860 | 0.93% | 1.06% | 283 | -2,300 | -8.9% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 23,429 | 1,852 | 0.03% | 0.03% | 284 | +91 | 0.39% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 23,312 | 1,843 | 0.1% | 0.11% | 285 | +16 | 0.07% | Q1 2026 | Apr 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 23,101 | 1,826 | 0.06% | 0.06% | 286 | -51 | -0.22% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 23,093 | 1,825 | 0.03% | 0.02% | 287 | +6,302 | 37.53% | Q1 2026 | May 15, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 22,779 | 1,800 | 0.51% | 0.54% | 288 | -26 | -0.11% | Q1 2026 | May 01, 2026 |
| Auxano Advisors, LLC | History | New | 22,482 | 1,777 | 0.35% | — | 289 | +22,482 | New | Q1 2026 | May 01, 2026 |
| Trilogy Capital Inc. | History | Added to | 22,070 | 1,744 | 0.08% | 0.08% | 290 | +595 | 2.77% | Q1 2026 | Apr 21, 2026 |
| Mosaic Advisors LLC | History | No change | 19,863 | 1,722 | 2.58% | 3.14% | 291 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SEMITAM BONAM LLC | History | Added to | 21,720 | 1,717 | 1.4% | 1.46% | 292 | +415 | 1.95% | Q1 2026 | Apr 21, 2026 |
| Broderick Brian C | History | Reduced | 21,600 | 1,707 | 0.31% | 0.36% | 293 | -1,775 | -7.59% | Q1 2026 | May 07, 2026 |
| Climber Capital SA | History | No change | 21,575 | 1,704 | 1.12% | 1.16% | 294 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Procyon Advisors, LLC | History | Reduced | 21,478 | 1,698 | 0.08% | 0.09% | 295 | -69 | -0.32% | Q1 2026 | May 04, 2026 |
| NOVEM GROUP | History | Added to | 21,257 | 1,680 | 0.19% | 0.2% | 296 | +499 | 2.4% | Q1 2026 | Apr 10, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 21,186 | 1,674 | 0.13% | 0.22% | 297 | -12,289 | -36.71% | Q1 2026 | May 07, 2026 |
| Walsh & Associates, LLC | History | Added to | 21,076 | 1,666 | 1.65% | 1.59% | 298 | +1,538 | 7.87% | Q1 2026 | May 15, 2026 |
| Decker Wealth Management LLC | History | Added to | 20,975 | 1,658 | 0.38% | 0.38% | 299 | +16 | 0.08% | Q1 2026 | May 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 20,759 | 1,641 | 1.21% | 1.06% | 300 | +2,953 | 16.58% | Q1 2026 | Apr 17, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 20,715 | 1,637 | 0.47% | 0.52% | 301 | -1,463 | -6.6% | Q1 2026 | Apr 30, 2026 |
| Diversified Trust Co | History | Added to | 20,625 | 1,630 | 0.03% | 0.03% | 302 | +2 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 20,446 | 1,616 | 0.52% | 0.55% | 303 | +361 | 1.8% | Q1 2026 | May 04, 2026 |
| FMA Wealth Management, LLC | History | Added to | 20,245 | 1,600 | 1.06% | 1.08% | 304 | +44 | 0.22% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 19,917 | 1,574 | 0.07% | 0.09% | 305 | -1,024 | -4.89% | Q1 2026 | Apr 24, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 19,786 | 1,564 | 0.61% | 0.67% | 306 | -269 | -1.34% | Q1 2026 | May 14, 2026 |
| Towercrest Capital Management | History | Reduced | 19,740 | 1,560 | 0.24% | 0.26% | 307 | -77 | -0.39% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 19,591 | 1,548 | 0.14% | 0.14% | 308 | -79 | -0.4% | Q1 2026 | Apr 30, 2026 |
| Center For Asset Management LLC | History | Added to | 19,376 | 1,531 | 0.76% | 0.41% | 309 | +9,961 | 105.8% | Q1 2026 | Apr 16, 2026 |
| Omnitrust Wealth Management, Inc | History | Added to | 19,309 | 1,526 | 1.98% | 1.98% | 310 | +458 | 2.43% | Q1 2026 | Apr 22, 2026 |
| Asset Dedication, LLC | History | No change | 18,321 | 1,511 | 0.1% | 0.1% | 311 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 18,966 | 1,499 | 0.89% | 0.92% | 313 | +14,338 | 309.81% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Added to | 18,969 | 1,499 | 0.09% | 0.09% | 312 | +4 | 0.02% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 18,725 | 1,480 | 0.0% | 0.0% | 314 | -67 | -0.36% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 18,662 | 1,475 | 0.05% | 0.05% | 315 | +705 | 3.93% | Q1 2026 | May 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 18,633 | 1,473 | 0.2% | 0.21% | 316 | -139 | -0.74% | Q1 2026 | Apr 09, 2026 |
| BlackRock, Inc. | History | Added to | 18,388 | 1,453 | 0.0% | 0.0% | 317 | +2,080 | 12.75% | Q1 2026 | May 13, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 18,331 | 1,449 | 0.37% | 0.36% | 318 | +835 | 4.77% | Q1 2026 | Apr 17, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 18,742 | 1,440 | 0.22% | 0.31% | 319 | -5,636 | -23.12% | Q1 2026 | May 07, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 18,170 | 1,436 | 0.67% | 0.78% | 320 | -2,057 | -10.17% | Q1 2026 | Apr 15, 2026 |
| Stewardship Advisors, LLC | History | No change | 17,895 | 1,414 | 0.32% | 0.34% | 321 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 17,824 | 1,409 | 0.13% | 0.14% | 322 | -34 | -0.19% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 17,819 | 1,408 | 0.07% | 0.07% | 323 | -127 | -0.71% | Q1 2026 | Apr 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 17,640 | 1,394 | 0.11% | 0.11% | 324 | +35 | 0.2% | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 17,417 | 1,376 | 0.12% | — | 326 | +17,417 | New | Q1 2026 | May 07, 2026 |
| Blue Edge Capital, LLC | History | No change | 16,686 | 1,376 | 0.18% | 0.18% | 325 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 17,374 | 1,373 | 0.01% | 0.01% | 327 | +989 | 6.04% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | No change | 17,293 | 1,367 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 16,964 | 1,341 | 0.22% | 0.23% | 329 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,867 | 1,333 | 0.03% | 0.03% | 331 | -257 | -1.5% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 16,868 | 1,333 | 0.01% | 0.01% | 330 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 16,726 | 1,322 | 0.07% | 0.1% | 332 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 16,711 | 1,321 | 0.25% | 0.21% | 333 | +143 | 0.86% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 16,676 | 1,318 | 0.04% | 0.03% | 334 | +5,825 | 53.68% | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 16,487 | 1,303 | 0.03% | 0.01% | 336 | +12,286 | 292.45% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Management Group | History | Reduced | 16,490 | 1,303 | 0.29% | 0.3% | 335 | -61 | -0.37% | Q1 2026 | Apr 29, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 16,382 | 1,295 | 0.17% | 0.16% | 337 | +1,531 | 10.31% | Q1 2026 | May 04, 2026 |
| Emprise Bank | History | Reduced | 16,339 | 1,291 | 0.52% | 0.56% | 338 | -1 | -0.01% | Q1 2026 | Apr 20, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 16,328 | 1,290 | 0.38% | 0.38% | 339 | +48 | 0.29% | Q1 2026 | Apr 20, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 15,453 | 1,289 | 0.55% | 0.6% | 340 | -697 | -4.32% | Q1 2026 | Apr 15, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 16,160 | 1,277 | 0.39% | 0.44% | 341 | -717 | -4.25% | Q1 2026 | May 06, 2026 |
| RiverFront Investment Group, LLC | History | New | 15,965 | 1,262 | 0.02% | — | 342 | +15,965 | New | Q1 2026 | May 11, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 15,916 | 1,258 | 0.83% | 0.91% | 343 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 15,848 | 1,252 | 0.28% | 0.28% | 344 | +319 | 2.05% | Q1 2026 | Apr 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 15,797 | 1,248 | 0.18% | 0.19% | 345 | +305 | 1.97% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Reduced | 15,743 | 1,244 | 0.06% | 0.06% | 346 | -250 | -1.56% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 15,523 | 1,227 | 0.01% | 0.01% | 347 | -2,489 | -13.82% | Q1 2026 | Apr 15, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 15,324 | 1,211 | 0.66% | 0.74% | 348 | -1,000 | -6.13% | Q1 2026 | Apr 22, 2026 |
| L & S Advisors Inc | History | Added to | 15,232 | 1,204 | 0.15% | 0.11% | 349 | +412 | 2.78% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 15,008 | 1,186 | 0.94% | 0.97% | 350 | +122 | 0.82% | Q1 2026 | Apr 21, 2026 |
| Financial Plan, Inc. | History | Reduced | 14,953 | 1,182 | 0.13% | 0.14% | 351 | -325 | -2.13% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | Reduced | 14,756 | 1,166 | 0.05% | 0.06% | 352 | -711 | -4.6% | Q1 2026 | Apr 30, 2026 |
| Belleair Asset Management, LLC | History | Added to | 14,741 | 1,165 | 1.06% | 1.08% | 353 | +1,036 | 7.56% | Q1 2026 | Apr 15, 2026 |
| TLWM | History | Added to | 14,551 | 1,150 | 0.21% | 0.21% | 354 | +599 | 4.29% | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Reduced | 14,490 | 1,145 | 0.04% | 0.04% | 355 | -80 | -0.55% | Q1 2026 | Apr 20, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 14,419 | 1,139 | 0.22% | 0.23% | 356 | -46 | -0.32% | Q1 2026 | Apr 15, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 14,396 | 1,138 | 0.27% | 0.27% | 357 | +5 | 0.03% | Q1 2026 | May 08, 2026 |
| Lumbard & Kellner, LLC | History | No change | 14,330 | 1,132 | 0.39% | 0.41% | 358 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 14,256 | 1,127 | 0.59% | 0.64% | 359 | -575 | -3.88% | Q1 2026 | Apr 21, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 14,248 | 1,126 | 0.33% | 0.36% | 360 | +176 | 1.25% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 14,200 | 1,122 | 0.0% | 0.0% | 361 | +6,800 | 91.89% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | Reduced | 14,089 | 1,113 | 0.38% | 0.41% | 362 | -108 | -0.76% | Q1 2026 | Apr 16, 2026 |
| Sequent Planning LLC | History | Reduced | 13,832 | 1,093 | 0.26% | 0.29% | 363 | -144 | -1.03% | Q1 2026 | Apr 21, 2026 |
| Slagle Financial, LLC | History | Reduced | 13,693 | 1,082 | 0.36% | 0.42% | 364 | -1,013 | -6.89% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,604 | 1,075 | 0.02% | 0.03% | 365 | -8,143 | -37.44% | Q1 2026 | Apr 22, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 13,584 | 1,073 | 0.01% | 0.0% | 366 | +3,797 | 38.8% | Q1 2026 | May 15, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 13,404 | 1,067 | 0.19% | 0.18% | 367 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 13,439 | 1,062 | 0.2% | 0.35% | 368 | -7,356 | -35.37% | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,309 | 1,052 | 0.0% | 0.0% | 369 | -11,591 | -46.55% | Q1 2026 | Apr 22, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 13,308 | 1,052 | 0.36% | 0.35% | 370 | -666 | -4.77% | Q1 2026 | Apr 08, 2026 |
| Prentice Wealth Management LLC | History | Added to | 13,137 | 1,038 | 0.23% | 0.23% | 371 | +1,191 | 9.97% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 13,008 | 1,028 | 0.01% | 0.01% | 372 | +8,446 | 185.14% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Reduced | 12,697 | 1,003 | 0.1% | 0.11% | 373 | -250 | -1.93% | Q1 2026 | Apr 22, 2026 |
| GenTrust, LLC | History | No change | 12,562 | 993 | 0.04% | 0.04% | 374 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 12,538 | 991 | 0.02% | 0.03% | 375 | +494 | 4.1% | Q1 2026 | Apr 07, 2026 |
| Squire Investment Management Company, LLC | History | No change | 12,506 | 988 | 0.27% | 0.31% | 376 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SCS Capital Management LLC | History | Added to | 12,395 | 979 | 0.01% | 0.01% | 377 | +37 | 0.3% | Q1 2026 | May 11, 2026 |
| TFB Advisors LLC | History | Added to | 12,349 | 976 | 0.51% | 0.24% | 378 | +2,045 | 19.85% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,312 | 973 | 0.04% | 0.05% | 379 | +341 | 2.85% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 12,230 | 966 | 0.32% | 0.24% | 380 | +2,928 | 31.48% | Q1 2026 | May 15, 2026 |
| Summit Financial Strategies, Inc. | History | New | 12,201 | 964 | 0.08% | — | 381 | +12,201 | New | Q1 2026 | May 01, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 12,191 | 963 | 0.08% | 0.32% | 382 | -34,501 | -73.89% | Q1 2026 | May 05, 2026 |
| Intrua Financial, LLC | History | No change | 11,784 | 931 | 0.1% | 0.1% | 383 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Napier Financial, LLC | History | Added to | 11,708 | 925 | 0.21% | 0.23% | 384 | +332 | 2.92% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,650 | 921 | 0.01% | 0.0% | 385 | +7,131 | 157.8% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 11,335 | 896 | 0.0% | 0.0% | 386 | -37 | -0.33% | Q1 2026 | Apr 15, 2026 |
| Tortoise Investment Management, LLC | History | New | 11,250 | 889 | 0.07% | — | 387 | +11,250 | New | Q1 2026 | May 05, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 11,206 | 885 | 0.14% | 0.15% | 388 | +71 | 0.64% | Q1 2026 | May 01, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 11,062 | 874 | 0.78% | 0.36% | 389 | +5,916 | 114.96% | Q1 2026 | Apr 16, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,033 | 872 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 10,177 | 866 | 0.03% | 0.03% | 391 | -221 | -2.13% | Q1 2026 | Apr 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,942 | 865 | 0.03% | 0.02% | 392 | +764 | 7.51% | Q1 2026 | Apr 21, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 10,879 | 860 | 0.63% | 0.64% | 393 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Added to | 10,857 | 858 | 0.0% | 0.0% | 394 | +6,076 | 127.09% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 10,841 | 857 | 0.1% | 0.11% | 395 | -545 | -4.79% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,768 | 851 | 0.01% | 0.01% | 396 | +3,119 | 40.78% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,725 | 847 | 0.0% | 0.0% | 397 | +1,161 | 12.14% | Q1 2026 | May 08, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 10,525 | 832 | 0.07% | 0.07% | 398 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gibson Wealth Advisors LLC | History | No change | 10,500 | 830 | 0.56% | 0.59% | 399 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 10,446 | 825 | 0.02% | 0.03% | 400 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keystone Financial Group | History | Added to | 10,191 | 805 | 0.06% | 0.03% | 402 | +4,454 | 77.64% | Q1 2026 | May 13, 2026 |
| Darrow Company, Inc. | History | Added to | 10,191 | 805 | 0.36% | 0.37% | 403 | +254 | 2.56% | Q1 2026 | Apr 20, 2026 |
| M Holdings Securities, Inc. | History | No change | 10,079 | 805 | 0.05% | 0.06% | 401 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OLIO Financial Planning | History | No change | 10,142 | 801 | 0.22% | 0.23% | 404 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 9,997 | 790 | 0.16% | 0.22% | 405 | -2,458 | -19.74% | Q1 2026 | May 15, 2026 |
| CacheTech Inc. | History | Added to | 9,984 | 789 | 0.15% | 0.14% | 406 | +1,064 | 11.93% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | New | 9,815 | 775 | 0.06% | — | 407 | +9,815 | New | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 9,760 | 771 | 0.05% | 0.05% | 408 | -137 | -1.38% | Q1 2026 | Apr 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 9,741 | 770 | 0.39% | 0.38% | 410 | +1,098 | 12.7% | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 9,746 | 770 | 0.15% | 0.2% | 409 | -573 | -5.55% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | No change | 9,685 | 765 | 0.07% | 0.09% | 411 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 9,630 | 761 | 0.02% | 0.03% | 412 | -976 | -9.2% | Q1 2026 | May 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 9,628 | 761 | 0.23% | 0.24% | 413 | +29 | 0.3% | Q1 2026 | Apr 20, 2026 |
| Detalus Advisors, LLC | History | New | 9,584 | 757 | 0.17% | — | 415 | +9,584 | New | Q1 2026 | Apr 22, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 9,581 | 757 | 0.35% | 0.34% | 414 | +644 | 7.21% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 9,301 | 735 | 0.0% | 0.0% | 416 | +6,422 | 223.06% | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 9,157 | 723 | 0.05% | — | 417 | +9,157 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,093 | 718 | 0.0% | 0.0% | 418 | +7,517 | 476.97% | Q1 2026 | May 01, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 8,966 | 708 | 0.14% | 0.15% | 419 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 8,938 | 706 | 0.0% | — | 420 | +8,938 | New | Q1 2026 | May 12, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 8,857 | 700 | 0.17% | 0.2% | 421 | -1,355 | -13.27% | Q1 2026 | May 14, 2026 |
| MBE Wealth Management, LLC | History | Added to | 8,844 | 699 | 0.29% | 0.3% | 422 | +85 | 0.97% | Q1 2026 | Apr 21, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 8,811 | 696 | 0.19% | 0.22% | 423 | -771 | -8.05% | Q1 2026 | Apr 14, 2026 |
| Stonebrook Private Inc. | History | Added to | 8,728 | 690 | 0.15% | 0.15% | 424 | +6 | 0.07% | Q1 2026 | May 11, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 8,699 | 688 | 0.06% | 0.06% | 425 | -106 | -1.2% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,672 | 685 | 0.02% | 0.02% | 426 | +97 | 1.13% | Q1 2026 | Apr 07, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 8,666 | 685 | 0.46% | 0.49% | 427 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Berger Financial Group, Inc | History | Reduced | 8,622 | 681 | 0.04% | 0.04% | 428 | -7 | -0.08% | Q1 2026 | Apr 28, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 8,606 | 680 | 0.27% | 0.32% | 429 | -1,236 | -12.56% | Q1 2026 | Apr 20, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 8,584 | 678 | 0.25% | 0.34% | 430 | -3,024 | -26.05% | Q1 2026 | May 13, 2026 |
| Arlington Trust Co LLC | History | No change | 8,431 | 666 | 0.06% | 0.07% | 431 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NewEdge Wealth, LLC | History | New | 8,375 | 662 | 0.01% | — | 432 | +8,375 | New | Q1 2026 | May 13, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 8,212 | 649 | 0.13% | 0.15% | 433 | +25 | 0.31% | Q1 2026 | May 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 8,170 | 645 | 0.07% | 0.08% | 434 | -10 | -0.12% | Q1 2026 | May 05, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 7,915 | 625 | 0.2% | 0.19% | 435 | +356 | 4.71% | Q1 2026 | Apr 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 7,880 | 623 | 0.01% | 0.01% | 436 | -50 | -0.63% | Q1 2026 | Apr 20, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 7,787 | 615 | 0.23% | 0.23% | 437 | -323 | -3.98% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 7,770 | 614 | 0.33% | 0.36% | 438 | -380 | -4.66% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 7,436 | 613 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 7,738 | 611 | 0.54% | 0.57% | 440 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JERICHO FINANCIAL, LLP | History | Added to | 7,724 | 610 | 0.38% | 0.38% | 441 | +75 | 0.98% | Q1 2026 | Apr 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 7,854 | 609 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GSG Advisors LLC | History | Added to | 7,696 | 608 | 0.16% | 0.16% | 444 | +23 | 0.3% | Q1 2026 | May 13, 2026 |
| RFG HOLDINGS, INC. | History | No change | 7,703 | 608 | 0.15% | 0.16% | 443 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wise Wealth Partners | History | Added to | 7,600 | 600 | 0.81% | 0.9% | 445 | +2 | 0.03% | Q1 2026 | Apr 21, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 7,341 | 580 | 0.27% | 0.26% | 446 | +1,235 | 20.23% | Q1 2026 | Apr 14, 2026 |
| CHOREO, LLC | History | No change | 7,317 | 578 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 7,299 | 577 | 0.04% | 0.03% | 448 | +268 | 3.81% | Q1 2026 | Apr 28, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 7,198 | 569 | 0.4% | 0.34% | 449 | +882 | 13.96% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 7,194 | 568 | 0.06% | 0.07% | 450 | -86 | -1.18% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 7,060 | 558 | 0.04% | — | 451 | +7,060 | New | Q1 2026 | Apr 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 7,045 | 556 | 0.01% | 0.01% | 452 | +3 | 0.04% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,978 | 551 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SpringVest Wealth Management LLC | History | No change | 6,946 | 549 | 0.37% | 0.4% | 454 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,696 | 529 | 0.0% | 0.0% | 455 | +428 | 6.83% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 6,628 | 524 | 0.01% | 0.01% | 456 | +41 | 0.62% | Q1 2026 | May 08, 2026 |
| AIFG Consultants Ltd. | History | No change | 6,322 | 521 | 0.89% | 0.89% | 457 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Constant Guidance Financial LLC | History | New | 6,521 | 515 | 0.36% | — | 459 | +6,521 | New | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 6,520 | 515 | 0.07% | 0.07% | 458 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Glassman Wealth Services | History | No change | 6,430 | 508 | 0.07% | 0.07% | 460 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 6,340 | 501 | 0.17% | 0.17% | 461 | -33 | -0.52% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Reduced | 6,331 | 500 | 0.09% | 0.1% | 462 | -123 | -1.91% | Q1 2026 | Apr 24, 2026 |
| Successful Portfolios LLC | History | Reduced | 6,308 | 495 | 0.27% | 0.28% | 463 | -184 | -2.83% | Q1 2026 | Apr 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 6,213 | 491 | 0.0% | 0.0% | 464 | +3,782 | 155.57% | Q1 2026 | Apr 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 6,217 | 491 | 0.06% | 0.04% | 465 | +3,054 | 96.55% | Q1 2026 | May 15, 2026 |
| Curat Global, LLC | History | New | 6,200 | 490 | 0.48% | — | 468 | +6,200 | New | Q1 2026 | Apr 21, 2026 |
| Kestra Investment Management, LLC | History | Added to | 6,204 | 490 | 0.01% | 0.01% | 467 | +2,827 | 83.71% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 6,206 | 490 | 0.01% | 0.01% | 466 | -181 | -2.83% | Q1 2026 | May 04, 2026 |
| Crumly & Associates Inc. | History | No change | 6,186 | 489 | 0.1% | 0.11% | 469 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| One Wealth Map LLC | History | No change | 5,594 | 489 | 0.23% | 0.24% | 470 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,645 | 487 | 0.01% | — | 472 | +5,645 | New | Q1 2026 | May 01, 2026 |
| Goodman Financial Corp | History | Reduced | 6,174 | 487 | 0.08% | 0.1% | 471 | -57 | -0.91% | Q1 2026 | May 06, 2026 |
| Graetz Wealth LLC | History | Added to | 6,134 | 484 | 0.43% | 0.46% | 473 | +18 | 0.29% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Reduced | 6,115 | 483 | 0.01% | 0.01% | 474 | -1,229 | -16.73% | Q1 2026 | Apr 16, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 6,099 | 482 | 0.1% | 0.11% | 475 | -108 | -1.74% | Q1 2026 | Apr 13, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 6,089 | 481 | 0.07% | 0.07% | 476 | +3 | 0.05% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 5,983 | 474 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Reduced | 5,974 | 472 | 0.12% | 0.12% | 478 | -100 | -1.65% | Q1 2026 | Apr 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,882 | 465 | 0.0% | 0.0% | 479 | +5,088 | 640.81% | Q1 2026 | May 08, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 5,863 | 463 | 0.08% | 0.11% | 480 | +900 | 18.13% | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | New | 5,840 | 461 | 0.02% | — | 481 | +5,840 | New | Q1 2026 | May 14, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 5,793 | 457 | 0.18% | 0.18% | 482 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 5,762 | 455 | 0.01% | 0.01% | 483 | +3,408 | 144.77% | Q1 2026 | May 13, 2026 |
| Adams Wealth Management | History | Added to | 5,730 | 453 | 0.1% | 0.08% | 484 | +1,064 | 22.8% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 5,658 | 447 | 0.22% | 0.24% | 487 | -94 | -1.63% | Q1 2026 | Apr 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 5,658 | 447 | 0.14% | 0.17% | 486 | -51 | -0.89% | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 5,659 | 447 | 0.02% | 0.01% | 485 | +3 | 0.05% | Q1 2026 | Apr 23, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 5,619 | 444 | 0.47% | — | 488 | +5,619 | New | Q1 2026 | May 13, 2026 |
| SNS Financial Group, LLC | History | Reduced | 5,602 | 442 | 0.04% | 0.04% | 489 | -273 | -4.65% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,596 | 442 | 0.01% | 0.02% | 490 | -48 | -0.85% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 5,473 | 432 | 0.16% | 0.16% | 491 | +237 | 4.53% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 55,579 | 430 | 0.02% | 0.02% | 493 | -4,248 | -7.1% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | No change | 5,445 | 430 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vawter Financial, Ltd. | History | No change | 5,431 | 429 | 0.18% | 0.19% | 494 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stone Wealth Partners | History | No change | 5,378 | 425 | 0.38% | 0.39% | 495 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 5,366 | 424 | 0.24% | 0.35% | 496 | -1,853 | -25.67% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,352 | 423 | 0.01% | 0.01% | 497 | -102 | -1.87% | Q1 2026 | May 14, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 5,361 | 423 | 0.15% | 0.16% | 498 | -98 | -1.8% | Q1 2026 | Apr 28, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 5,329 | 421 | 0.32% | 0.32% | 499 | -93 | -1.72% | Q1 2026 | Apr 08, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,321 | 420 | 0.18% | 0.19% | 500 | +15 | 0.28% | Q1 2026 | May 11, 2026 |
| Vigilare Wealth Management | History | Reduced | 5,301 | 419 | 0.14% | 0.22% | 501 | -2,530 | -32.31% | Q1 2026 | Apr 01, 2026 |
| Crew Capital Management, Ltd | History | Added to | 5,287 | 417 | 0.28% | 0.27% | 502 | +12 | 0.23% | Q1 2026 | Apr 22, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 5,272 | 416 | 0.3% | 0.31% | 503 | -242 | -4.39% | Q1 2026 | Apr 15, 2026 |
| Balance Wealth, LLC | History | Added to | 5,122 | 404 | 0.13% | 0.11% | 504 | +854 | 20.01% | Q1 2026 | Apr 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5,106 | 403 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 5,091 | 402 | 0.09% | 0.12% | 506 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | Added to | 5,060 | 400 | 0.03% | 0.02% | 507 | +2,582 | 104.2% | Q1 2026 | Apr 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 4,996 | 395 | 0.01% | 0.01% | 509 | -191 | -3.68% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | No change | 5,000 | 395 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 4,986 | 394 | 0.01% | — | 510 | +4,986 | New | Q1 2026 | May 15, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 4,947 | 391 | 0.03% | 0.03% | 511 | -84 | -1.67% | Q1 2026 | Apr 29, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 4,447 | 386 | 0.05% | 0.07% | 512 | -933 | -17.34% | Q1 2026 | Apr 28, 2026 |
| Trademark Financial Management, LLC | History | Added to | 4,888 | 386 | 0.19% | 0.22% | 513 | +94 | 1.96% | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,841 | 382 | 0.01% | 0.01% | 514 | -18 | -0.37% | Q1 2026 | Apr 15, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 4,800 | 379 | 0.25% | 0.26% | 515 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Triumph Capital Management | History | No change | 4,718 | 373 | 0.08% | 0.08% | 516 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fusion Capital, LLC | History | Reduced | 4,710 | 372 | 0.1% | 0.13% | 517 | -868 | -15.56% | Q1 2026 | May 13, 2026 |
| UNIQUE WEALTH, LLC | History | New | 4,688 | 370 | 0.05% | — | 518 | +4,688 | New | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,641 | 366 | 0.0% | 0.0% | 519 | -1,094 | -19.08% | Q1 2026 | May 13, 2026 |
| Colonial River Investments, LLC | History | Reduced | 4,619 | 365 | 0.13% | 0.17% | 520 | -1,061 | -18.68% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,615 | 364 | 0.01% | 0.06% | 521 | -14,205 | -75.48% | Q1 2026 | Apr 28, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 4,579 | 364 | 0.29% | 0.34% | 524 | -325 | -6.63% | Q1 2026 | Apr 08, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 4,608 | 364 | 0.19% | 0.22% | 523 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 4,615 | 364 | 0.09% | 0.1% | 522 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,478 | 354 | 0.01% | 0.01% | 525 | +1,302 | 40.99% | Q1 2026 | May 06, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 4,489 | 354 | 0.12% | 0.15% | 526 | -712 | -13.69% | Q1 2026 | May 14, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 4,482 | 354 | 0.3% | 0.32% | 527 | -54 | -1.19% | Q1 2026 | Apr 13, 2026 |
| BCK Partners, Inc. | History | Added to | 4,466 | 353 | 0.19% | 0.19% | 528 | +224 | 5.28% | Q1 2026 | Apr 27, 2026 |
| Falcon Wealth Planning | History | Added to | 4,453 | 352 | 0.02% | 0.03% | 529 | +169 | 3.94% | Q1 2026 | Apr 20, 2026 |
| Attessa Capital LLC | History | Reduced | 4,423 | 349 | 0.19% | 0.23% | 530 | -758 | -14.63% | Q1 2026 | Apr 07, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 4,402 | 348 | 0.06% | 0.06% | 531 | -13 | -0.29% | Q1 2026 | May 11, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 4,251 | 336 | 0.12% | — | 532 | +4,251 | New | Q1 2026 | May 04, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 4,223 | 333 | 0.04% | 0.04% | 533 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 4,192 | 331 | 0.02% | 0.02% | 534 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | No change | 4,175 | 330 | 0.19% | 0.19% | 535 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,174 | 329 | 0.0% | 0.0% | 536 | -130 | -3.02% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 4,156 | 328 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 4,143 | 327 | 0.05% | 0.06% | 538 | -1,012 | -19.63% | Q1 2026 | May 01, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 4,064 | 321 | 0.13% | 0.16% | 539 | -798 | -16.41% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | New | 4,054 | 320 | 0.0% | — | 542 | +4,054 | New | Q1 2026 | May 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 4,049 | 320 | 0.02% | 0.03% | 541 | -661 | -14.03% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Added to | 4,050 | 320 | 0.02% | 0.01% | 540 | +21 | 0.52% | Q1 2026 | Apr 28, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 4,021 | 317 | 0.01% | 0.01% | 543 | -400 | -9.05% | Q1 2026 | Apr 30, 2026 |
| Balboa Wealth Partners | History | No change | 4,000 | 316 | 0.05% | 0.05% | 544 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 3,821 | 315 | 0.04% | 0.04% | 545 | +241 | 6.73% | Q1 2026 | Apr 22, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 3,679 | 312 | 0.2% | 0.2% | 546 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Orin Green Financial, LLC | History | Added to | 3,913 | 309 | 0.13% | 0.13% | 547 | +23 | 0.59% | Q1 2026 | Apr 29, 2026 |
| Core Wealth Management, Inc. | History | No change | 3,906 | 308 | 0.09% | 0.1% | 548 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisors, LLC | History | No change | 3,870 | 305 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Efficient Advisors, LLC | History | No change | 3,821 | 302 | 0.02% | 0.02% | 550 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Brewster Financial Planning LLC | History | No change | 3,821 | 302 | 0.18% | 0.19% | 551 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 3,819 | 301 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WBH ADVISORY INC | History | New | 3,774 | 300 | 0.02% | — | 553 | +3,774 | New | Q1 2026 | Apr 27, 2026 |
| XY Planning Network, Inc. | History | Added to | 3,760 | 299 | 0.05% | 0.05% | 554 | +342 | 10.01% | Q1 2026 | Apr 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 3,597 | 296 | 0.05% | 0.04% | 555 | -75 | -2.04% | Q1 2026 | Apr 22, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 3,748 | 296 | 0.15% | 0.16% | 556 | +64 | 1.74% | Q1 2026 | Apr 10, 2026 |
| Midwest Trust Co | History | No change | 3,726 | 294 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Reduced | 3,462 | 292 | 0.17% | 0.19% | 558 | -351 | -9.21% | Q1 2026 | Apr 17, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 3,682 | 291 | 0.17% | 0.17% | 559 | +23 | 0.63% | Q1 2026 | Apr 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,679 | 290 | 0.02% | 0.02% | 560 | -153 | -3.99% | Q1 2026 | Apr 08, 2026 |
| Range Financial Group LLC | History | Reduced | 3,668 | 290 | 0.1% | 0.11% | 561 | -62 | -1.66% | Q1 2026 | Apr 30, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 3,510 | 289 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 3,612 | 285 | 0.23% | 0.79% | 564 | -7,995 | -68.88% | Q1 2026 | May 04, 2026 |
| Kilter Group LLC | History | Reduced | 3,611 | 285 | 0.12% | 0.13% | 565 | -20 | -0.55% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 3,606 | 285 | 0.03% | 0.03% | 563 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| One Wealth Advisors, LLC | History | No change | 3,596 | 284 | 0.04% | 0.04% | 566 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 3,586 | 283 | 0.12% | 0.12% | 567 | +151 | 4.4% | Q1 2026 | Apr 08, 2026 |
| F/m Investments LLC | History | No change | 3,582 | 283 | 0.02% | 0.01% | 568 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,563 | 281 | 0.01% | 0.01% | 569 | +1,041 | 41.28% | Q1 2026 | May 11, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 3,549 | 280 | 0.21% | 1.93% | 570 | -27,519 | -88.58% | Q1 2026 | May 12, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 3,540 | 279 | 0.05% | 0.04% | 571 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Management LLC | History | Added to | 3,525 | 278 | 0.06% | 0.06% | 572 | +10 | 0.28% | Q1 2026 | Apr 01, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 3,476 | 274 | 0.03% | 0.03% | 573 | -107 | -2.99% | Q1 2026 | Apr 20, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 3,449 | 272 | 0.01% | 0.01% | 574 | -865 | -20.05% | Q1 2026 | May 13, 2026 |
| CRA Financial Services, LLC | History | Reduced | 3,439 | 271 | 0.04% | 0.04% | 575 | -1 | -0.03% | Q1 2026 | Apr 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,397 | 268 | 0.01% | 0.01% | 576 | +263 | 8.39% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,376 | 266 | 0.0% | — | 577 | +3,376 | New | Q1 2026 | May 08, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 3,289 | 260 | 0.03% | 0.04% | 579 | -1,198 | -26.7% | Q1 2026 | May 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 3,300 | 260 | 0.08% | 0.09% | 578 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Buska Wealth Management, LLC | History | No change | 3,278 | 259 | 0.1% | 0.1% | 580 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 3,265 | 258 | 0.06% | 0.06% | 582 | -151 | -4.42% | Q1 2026 | Apr 13, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 3,264 | 258 | 0.02% | 0.03% | 581 | +4 | 0.12% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 3,228 | 255 | 0.03% | 0.03% | 583 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 6th Street Advisors, LLC | History | New | 3,207 | 253 | 0.16% | — | 584 | +3,207 | New | Q1 2026 | May 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 3,190 | 252 | 0.0% | 0.0% | 585 | -15 | -0.47% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 3,200 | 252 | 0.03% | 0.03% | 586 | +10 | 0.31% | Q1 2026 | Apr 22, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 3,177 | 251 | 0.14% | 0.14% | 587 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VANGUARD GROUP INC | History | No change | 3,019 | 249 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WFA of San Diego, LLC | History | Reduced | 3,147 | 248 | 0.2% | 0.19% | 589 | -70 | -2.18% | Q1 2026 | May 11, 2026 |
| FSA Advisors, Inc. | History | Reduced | 3,119 | 246 | 0.16% | 0.2% | 590 | -324 | -9.41% | Q1 2026 | May 06, 2026 |
| Luminvest Wealth Management LLC | History | New | 3,111 | 245 | 0.06% | — | 591 | +3,111 | New | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,050 | 241 | 0.0% | 0.0% | 592 | +20 | 0.66% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,042 | 240 | 0.0% | 0.0% | 593 | -321 | -9.55% | Q1 2026 | May 12, 2026 |
| Opes Wealth Management LLC | History | No change | 3,027 | 239 | 0.04% | 0.04% | 594 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,999 | 237 | 0.0% | 0.0% | 596 | +2 | 0.07% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | No change | 3,000 | 237 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 2,990 | 236 | 0.0% | 0.01% | 597 | -6,476 | -68.41% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Management, LLC / MS | History | Reduced | 2,974 | 235 | 0.07% | 0.09% | 598 | -1,181 | -28.42% | Q1 2026 | Apr 10, 2026 |
| Advisor Resource Council | History | Reduced | 2,933 | 231 | 0.07% | 0.09% | 600 | -119 | -3.9% | Q1 2026 | May 07, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 2,891 | 231 | 0.04% | 0.04% | 599 | -35 | -1.2% | Q1 2026 | Apr 07, 2026 |
| Trevian Wealth Management LLC | History | No change | 2,927 | 231 | 0.11% | 0.11% | 601 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 2,890 | 228 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | No change | 2,856 | 225 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Parisi Gray Wealth Management | History | Added to | 2,826 | 223 | 0.05% | 0.05% | 605 | +22 | 0.78% | Q1 2026 | Apr 08, 2026 |
| COMMERCE BANK | History | No change | 2,821 | 223 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,820 | 222 | 0.02% | 0.02% | 606 | +300 | 11.9% | Q1 2026 | Apr 14, 2026 |
| HBE Wealth Management, LLC | History | No change | 2,800 | 221 | 0.19% | 0.22% | 607 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | New | 2,788 | 220 | 0.03% | — | 609 | +2,788 | New | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Reduced | 2,782 | 220 | 0.01% | 0.01% | 608 | -282 | -9.2% | Q1 2026 | Apr 06, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 2,781 | 219 | 0.03% | 0.03% | 612 | +3 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Horizon Wealth Management, LLC | History | No change | 2,776 | 219 | 0.03% | 0.04% | 610 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 2,545 | 219 | 0.09% | 0.1% | 611 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MAYPORT, LLC | History | New | 2,745 | 217 | 0.04% | — | 614 | +2,745 | New | Q1 2026 | Apr 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,750 | 217 | 0.01% | 0.01% | 613 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hoese & Co LLP | History | No change | 2,721 | 215 | 0.16% | 0.16% | 615 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 2,716 | 214 | 0.05% | 0.05% | 616 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 2,714 | 214 | 0.24% | 0.25% | 617 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 2,685 | 212 | 0.05% | 0.07% | 618 | -512 | -16.02% | Q1 2026 | May 06, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 2,676 | 212 | 0.03% | 0.03% | 619 | -74 | -2.69% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,669 | 211 | 0.02% | 0.01% | 620 | +725 | 37.29% | Q1 2026 | May 05, 2026 |
| Brooklyn Investment Group | History | New | 2,654 | 209 | 0.01% | — | 621 | +2,654 | New | Q1 2026 | Apr 29, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 2,614 | 206 | 0.09% | 0.21% | 622 | -2,662 | -50.45% | Q1 2026 | Apr 20, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,576 | 203 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,510 | 198 | 0.0% | 0.0% | 624 | -400 | -13.75% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,486 | 196 | 0.01% | 0.01% | 625 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 2,340 | 185 | 0.0% | 0.0% | 626 | +32 | 1.39% | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,298 | 181 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,239 | 177 | 0.1% | 0.1% | 628 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 2,300 | 176 | 0.0% | — | 629 | +2,300 | New | Q1 2026 | Apr 30, 2026 |
| Acropolis Investment Management, LLC | History | New | 2,226 | 175 | 0.01% | — | 630 | +2,226 | New | Q1 2026 | Apr 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,207 | 174 | 0.0% | 0.0% | 631 | +1,710 | 344.06% | Q1 2026 | May 13, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 2,094 | 165 | 0.03% | 0.03% | 632 | -105 | -4.77% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,034 | 161 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Copia Wealth Management | History | No change | 2,005 | 158 | 0.11% | 0.12% | 634 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sherman Asset Management, Inc. | History | No change | 1,973 | 155 | 0.14% | 0.14% | 635 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,789 | 147 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,849 | 146 | 0.0% | 0.0% | 637 | -222 | -10.72% | Q1 2026 | Apr 07, 2026 |
| Sankala Group LLC | History | No change | 1,884 | 146 | 0.12% | 0.13% | 638 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,810 | 143 | 0.07% | 0.08% | 639 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,612 | 127 | 0.08% | 0.02% | 640 | +786 | 95.16% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,467 | 121 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | Added to | 1,523 | 120 | 0.01% | 0.01% | 642 | +39 | 2.63% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,529 | 120 | 0.03% | 0.03% | 643 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,507 | 119 | 0.05% | 0.05% | 644 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | New | 1,446 | 114 | 0.0% | — | 645 | +1,446 | New | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,283 | 101 | 0.05% | 0.06% | 646 | -87 | -6.35% | Q1 2026 | May 13, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 1,219 | 96 | 0.06% | — | 647 | +1,219 | New | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | Added to | 1,143 | 90 | 0.01% | 0.01% | 648 | +431 | 60.53% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,112 | 87 | 0.01% | 0.01% | 649 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WealthCollab, LLC | History | No change | 1,106 | 87 | 0.04% | 0.04% | 650 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 1,095 | 86 | 0.04% | 0.04% | 651 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HOWE & RUSLING INC | History | No change | 1,052 | 83 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,058 | 83 | 0.01% | 0.01% | 653 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | Reduced | 1,045 | 82 | 0.02% | 0.02% | 654 | -19 | -1.79% | Q1 2026 | May 07, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,014 | 80 | 0.0% | — | 655 | +1,014 | New | Q1 2026 | Apr 29, 2026 |
| Rossby Financial, LCC | History | Added to | 997 | 79 | 0.02% | 0.0% | 656 | +949 | 1977.08% | Q1 2026 | May 11, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,002 | 77 | 0.0% | — | 659 | +1,002 | New | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 970 | 77 | 0.0% | 0.0% | 658 | -460 | -32.17% | Q1 2026 | May 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 976 | 77 | 0.01% | 0.01% | 657 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 915 | 72 | 0.01% | 0.01% | 660 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 905 | 71 | 0.0% | — | 661 | +905 | New | Q1 2026 | Apr 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 893 | 70 | 0.06% | 0.07% | 662 | -10 | -1.11% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 875 | 69 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | New | 850 | 67 | 0.01% | — | 664 | +850 | New | Q1 2026 | May 04, 2026 |
| SJS Investment Consulting Inc. | History | No change | 829 | 65 | 0.01% | 0.01% | 665 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| North Star Investment Management Corp. | History | Added to | 784 | 62 | 0.0% | 0.0% | 666 | +2 | 0.26% | Q1 2026 | Apr 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 781 | 61 | 0.01% | 0.01% | 667 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NFSG Corp | History | No change | 740 | 58 | 0.01% | 0.01% | 668 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 644 | 50 | 0.0% | 0.0% | 669 | -822 | -56.07% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 609 | 48 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 598 | 47 | 0.02% | 0.02% | 671 | +22 | 3.82% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Added to | 592 | 46 | 0.0% | 0.0% | 672 | +8 | 1.37% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 572 | 45 | 0.0% | 0.0% | 674 | +2 | 0.35% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | No change | 576 | 45 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MGB Wealth Management, LLC | History | No change | 500 | 41 | 0.01% | 0.01% | 675 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 502 | 39 | 0.0% | 0.0% | 679 | +290 | 136.79% | Q1 2026 | Apr 06, 2026 |
| First Pacific Financial | History | Added to | 497 | 39 | 0.01% | 0.01% | 677 | +2 | 0.4% | Q1 2026 | Apr 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 500 | 39 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 483 | 39 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 493 | 38 | 0.0% | 0.0% | 680 | +2 | 0.41% | Q1 2026 | Apr 21, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 487 | 38 | 0.04% | 0.04% | 682 | -2 | -0.41% | Q1 2026 | May 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 486 | 38 | 0.03% | 0.03% | 681 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 451 | 37 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Global Wealth Strategies & Associates | History | No change | 437 | 34 | 0.01% | 0.01% | 684 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Anfield Capital Management, LLC | History | No change | 422 | 33 | 0.01% | 0.01% | 685 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 427 | 32 | 0.0% | 0.0% | 686 | +4 | 0.95% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 398 | 31 | 0.01% | 0.16% | 687 | -4,630 | -92.08% | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | Added to | 395 | 31 | 0.01% | 0.01% | 688 | +3 | 0.77% | Q1 2026 | May 12, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 398 | 31 | 0.01% | 0.01% | 689 | +3 | 0.76% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 360 | 29 | 0.01% | 0.01% | 690 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 360 | 28 | 0.0% | — | 692 | +360 | New | Q1 2026 | Apr 28, 2026 |
| Topsail Wealth Management, LLC | History | No change | 355 | 28 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 327 | 26 | 0.02% | 0.02% | 693 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 341 | 26 | 0.02% | 0.02% | 694 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GGM Financial LLC | History | Added to | 325 | 25 | 0.01% | 0.01% | 695 | +1 | 0.31% | Q1 2026 | May 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 327 | 25 | 0.02% | 0.02% | 696 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 304 | 24 | 0.01% | 0.01% | 697 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | Added to | 291 | 22 | 0.0% | 0.01% | 699 | +20 | 7.38% | Q1 2026 | Apr 10, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 289 | 22 | 0.0% | 0.0% | 698 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 262 | 22 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 275 | 21 | 0.0% | — | 703 | +275 | New | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 276 | 21 | 0.01% | 0.01% | 701 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 263 | 21 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 262 | 20 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 231 | 18 | 0.0% | 0.01% | 705 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TopTier Wealth Management, LLC | History | New | 214 | 16 | 0.01% | — | 707 | +214 | New | Q1 2026 | May 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 213 | 16 | 0.0% | 0.0% | 706 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | New | 192 | 15 | 0.01% | — | 710 | +192 | New | Q1 2026 | Apr 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 194 | 15 | 0.0% | 0.0% | 708 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meramec Financial Planners, LLC | History | No change | 175 | 15 | 0.01% | 0.01% | 709 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | New | 169 | 13 | 0.0% | — | 713 | +169 | New | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 166 | 13 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 167 | 13 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 154 | 12 | 0.0% | 0.0% | 714 | +80 | 108.11% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | No change | 155 | 12 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 145 | 11 | 0.0% | 0.0% | 716 | +89 | 158.93% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | No change | 145 | 11 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Caldwell Trust Co | History | No change | 150 | 11 | 0.0% | 0.0% | 718 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Park Square Financial Group, LLC | History | New | 133 | 10 | 0.08% | — | 721 | +133 | New | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 139 | 10 | 0.0% | 0.0% | 719 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 128 | 10 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 119 | 9 | 0.01% | 0.01% | 723 | -120 | -50.21% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 124 | 9 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 107 | 8 | 0.0% | — | 726 | +107 | New | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 106 | 8 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tower View Wealth Management LLC | History | No change | 102 | 8 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Quantbot Technologies LP | History | New | 94 | 7 | 0.0% | — | 728 | +94 | New | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 94 | 7 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Orion Capital Management LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 729 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 69 | 5 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Crewe Advisors LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | No change | 55 | 4 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 42 | 3 | 0.0% | 0.0% | 735 | -5 | -10.64% | Q1 2026 | May 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | Reduced | 36 | 2 | 0.0% | 0.0% | 737 | -200 | -84.75% | Q1 2026 | Apr 28, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 27 | 2 | 0.0% | — | 740 | +27 | New | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 30 | 2 | 0.0% | 0.0% | 738 | -25 | -45.45% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 736 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Networth Advisors, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 22 | 1 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 21 | 1 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 9.64% | — | -2,921,428 | -100.0% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -80,225 | -100.0% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -78,155 | -100.0% | Q1 2026 | May 05, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 5.21% | — | -76,540 | -100.0% | Q1 2026 | May 20, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 1.56% | — | -33,307 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -25,017 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,200 | -100.0% | Q1 2026 | May 14, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.85% | — | -18,972 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,128 | -100.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -8,988 | -100.0% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,796 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,793 | -100.0% | Q1 2026 | May 01, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,723 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -4,676 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Broadway Wealth Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -4,509 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Gambit Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -3,899 | -100.0% | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,527 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Sightline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,942 | -100.0% | Q1 2026 | Apr 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,602 | -100.0% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,576 | -100.0% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,491 | -100.0% | Q1 2026 | May 08, 2026 |
| Alchemi Wealth, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,465 | -100.0% | Q1 2026 | May 07, 2026 |
| Atala Financial Inc | History | Closed out | 0 | 0 | — | 0.15% | — | -1,710 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -1,051 | -100.0% | Q1 2026 | May 01, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -552 | -100.0% | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -426 | -100.0% | Q1 2026 | May 01, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -353 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -242 | -100.0% | Q1 2026 | Apr 13, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | Apr 07, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q1 2026 | Apr 28, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 29, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 06, 2026 |
| HM PAYSON & CO | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 13, 2026 |
| VSM Wealth Advisory, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EPG Wealth Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Benson Wealth Management INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advocate Investing Services LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |