SPDR SERIES TRUST - SPYG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 39,830,479 | 3,899,802 | 1.04% | 1.17% | 1 | -390,298 | -0.97% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 17,402,089 | 1,703,838 | 3.46% | 3.49% | 2 | +114,434 | 0.66% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 15,021,380 | 1,470,743 | 0.17% | 0.19% | 3 | +634,064 | 4.41% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 12,409,631 | 1,215,026 | 4.93% | 5.41% | 4 | +24,685 | 0.2% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 10,254,465 | 1,003,634 | 0.23% | 0.25% | 5 | -53,128 | -0.52% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 9,543,739 | 934,427 | 0.06% | 0.1% | 6 | -6,675,789 | -41.16% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,585,657 | 840,621 | 0.23% | 0.35% | 7 | -2,597,675 | -23.23% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 6,388,843 | 625,531 | 7.01% | 7.28% | 8 | +999,585 | 18.55% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,679,266 | 534,248 | 0.03% | 0.04% | 9 | -89,069 | -1.54% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,884,338 | 478,225 | 5.68% | 6.13% | 10 | +223,140 | 4.79% | Q1 2026 | May 01, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 4,260,368 | 417,132 | 3.53% | 3.81% | 11 | -179,673 | -4.05% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,157,103 | 407,022 | 0.13% | 0.13% | 12 | +126,771 | 3.15% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 3,816,675 | 373,690 | 3.26% | 4.02% | 13 | -19,280 | -0.5% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 3,727,164 | 364,926 | 0.05% | 0.06% | 14 | +128,757 | 3.58% | Q1 2026 | May 05, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 3,681,880 | 360,492 | 9.49% | 10.47% | 15 | -6,345 | -0.17% | Q1 2026 | Apr 16, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,579,192 | 350,438 | 6.04% | 6.83% | 16 | +963,453 | 36.83% | Q1 2026 | May 11, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 3,429,117 | 335,744 | 7.23% | 8.69% | 17 | -261,855 | -7.09% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,185,510 | 311,893 | 0.06% | 0.06% | 18 | +241,015 | 8.19% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,130,556 | 306,512 | 0.02% | 0.03% | 19 | -887,761 | -22.09% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,077,881 | 301,355 | 0.32% | 0.36% | 20 | -20,778 | -0.67% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 3,069,038 | 300,489 | 1.62% | 1.8% | 21 | +126,353 | 4.29% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,950,100 | 288,849 | 7.89% | 10.16% | 22 | -548,163 | -15.67% | Q1 2026 | May 14, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 2,786,481 | 272,824 | 15.89% | 17.67% | 23 | +98,504 | 3.66% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,786,235 | 272,801 | 0.05% | 0.04% | 24 | +297,196 | 11.94% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 2,780,818 | 272,269 | 0.72% | 0.82% | 25 | -62,399 | -2.19% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,575,653 | 252,182 | 0.34% | 0.38% | 26 | -86,412 | -3.25% | Q1 2026 | Apr 27, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,767,124 | 251,313 | 1.63% | 3.16% | 27 | -2,014,808 | -42.13% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,427,309 | 237,658 | 0.25% | 0.28% | 28 | +48,739 | 2.05% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,321,283 | 227,294 | 0.33% | 0.38% | 29 | -102,045 | -4.21% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,194,615 | 214,874 | 3.46% | 3.77% | 30 | +99,203 | 4.73% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,190,526 | 214,474 | 1.01% | 1.09% | 31 | +13,831 | 0.64% | Q1 2026 | Apr 24, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,112,143 | 206,799 | 8.67% | 9.01% | 32 | +170,020 | 8.75% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,667,597 | 197,752 | 1.27% | 3.58% | 33 | -242,743 | -4.94% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 1,940,333 | 189,978 | 2.01% | 2.09% | 34 | +94,722 | 5.13% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,666,662 | 185,866 | 3.31% | 5.98% | 35 | +479,780 | 40.42% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 1,848,648 | 181,001 | 0.01% | 0.01% | 36 | +11,271 | 0.61% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 1,841,696 | 180,320 | 1.93% | 0.07% | 37 | +1,814,783 | 6743.15% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,803,957 | 176,625 | 0.68% | — | 38 | +1,803,957 | New | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,786,967 | 174,961 | 0.16% | 0.17% | 39 | +57,698 | 3.34% | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,721,557 | 168,663 | 5.37% | 0.51% | 40 | +1,585,033 | 1160.99% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,607,843 | 157,423 | 2.15% | 2.32% | 41 | +100,494 | 6.67% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,512,309 | 148,070 | 0.21% | 0.23% | 42 | -113,283 | -6.97% | Q1 2026 | Apr 27, 2026 |
| Focused Wealth Management, Inc | History | Added to | 1,502,441 | 147,103 | 15.26% | 16.28% | 43 | +41,640 | 2.85% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Reduced | 1,494,852 | 146,360 | 0.71% | 0.92% | 44 | -26,820 | -1.76% | Q1 2026 | May 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,454,358 | 142,396 | 2.39% | 2.23% | 45 | +199,089 | 15.86% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,439,167 | 140,908 | 4.8% | 5.46% | 46 | -27,500 | -1.87% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,389,460 | 136,042 | 0.08% | 0.09% | 47 | +125,746 | 9.95% | Q1 2026 | May 07, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 1,388,717 | 135,969 | 13.0% | 11.25% | 48 | +284,434 | 25.76% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,375,898 | 134,715 | 1.34% | 1.59% | 49 | +33,329 | 2.48% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 1,365,582 | 133,704 | 0.16% | 0.19% | 50 | -136,903 | -9.11% | Q1 2026 | May 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 1,324,964 | 129,727 | 12.32% | 14.43% | 51 | -148,116 | -10.05% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,295,429 | 126,835 | 5.58% | — | 52 | +1,295,429 | New | Q1 2026 | Apr 28, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 1,211,737 | 118,641 | 8.75% | 10.62% | 53 | -145,048 | -10.69% | Q1 2026 | Apr 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,203,226 | 117,807 | 0.15% | 0.16% | 54 | -1,482 | -0.12% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 1,178,887 | 115,424 | 3.93% | 4.17% | 55 | +6,793 | 0.58% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,120,507 | 109,708 | 0.3% | 0.29% | 56 | +14,898 | 1.35% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 1,050,219 | 109,222 | 6.16% | 6.1% | 57 | +80,305 | 8.28% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,073,283 | 105,085 | 0.84% | 1.0% | 58 | +282,259 | 35.68% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,071,443 | 104,905 | 0.27% | 0.2% | 59 | +355,483 | 49.65% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,048,519 | 102,660 | 0.73% | 0.81% | 60 | +54,359 | 5.47% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 989,915 | 96,922 | 0.72% | 0.8% | 61 | +60,364 | 6.49% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | Reduced | 906,876 | 96,763 | 9.57% | 9.93% | 62 | -75,323 | -7.67% | Q1 2026 | Apr 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 974,697 | 95,432 | 1.4% | 1.59% | 63 | -9,009 | -0.92% | Q1 2026 | Apr 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 847,510 | 90,429 | 0.15% | 0.15% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 913,898 | 89,479 | 6.9% | 7.11% | 65 | +44,350 | 5.1% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 915,124 | 89,471 | 0.12% | — | 66 | +915,124 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 930,138 | 88,194 | 0.04% | 0.04% | 67 | +339,207 | 57.4% | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 883,504 | 86,503 | 11.37% | 12.16% | 68 | +64,064 | 7.82% | Q1 2026 | May 12, 2026 |
| Black Swift Group, LLC | History | Added to | 868,064 | 84,992 | 14.88% | 15.62% | 69 | +54,313 | 6.67% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 861,028 | 84,303 | 0.32% | 0.33% | 70 | +115,908 | 15.56% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 856,830 | 83,055 | 0.12% | 0.12% | 71 | -28,497 | -3.22% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 804,593 | 79,526 | 2.93% | 3.82% | 72 | +581,140 | 260.07% | Q1 2026 | May 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 762,853 | 74,690 | 15.29% | 16.36% | 73 | -968 | -0.13% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 727,702 | 71,249 | 0.05% | 0.06% | 74 | +3,027 | 0.42% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 714,242 | 69,931 | 0.47% | 0.54% | 75 | -8,306 | -1.15% | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 667,644 | 65,369 | 2.74% | — | 76 | +667,644 | New | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 657,994 | 64,424 | 0.82% | 0.44% | 77 | +376,074 | 133.4% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Reduced | 654,814 | 64,112 | 3.07% | 3.43% | 78 | -11,395 | -1.71% | Q1 2026 | May 14, 2026 |
| Compton Financial Group, LLC | History | Reduced | 654,320 | 64,064 | 14.15% | 20.6% | 79 | -198,463 | -23.27% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 652,119 | 63,848 | 1.48% | 1.51% | 80 | +68,685 | 11.77% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 585,065 | 63,356 | 4.27% | 4.27% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 642,954 | 62,951 | 19.28% | 21.82% | 82 | -25,580 | -3.83% | Q1 2026 | Apr 13, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 637,452 | 62,412 | 9.87% | 10.37% | 83 | +17,491 | 2.82% | Q1 2026 | Apr 29, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 579,137 | 61,793 | 5.54% | 5.54% | 84 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 593,091 | 58,069 | 5.2% | — | 85 | +593,091 | New | Q1 2026 | Apr 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 573,057 | 56,107 | 0.77% | 1.03% | 86 | -101,174 | -15.01% | Q1 2026 | Apr 08, 2026 |
| Dakota Wealth Management | History | Added to | 566,820 | 55,497 | 1.2% | 0.63% | 87 | +233,570 | 70.09% | Q1 2026 | May 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 546,445 | 53,502 | 2.99% | 3.09% | 88 | +30,523 | 5.92% | Q1 2026 | Apr 23, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 543,010 | 53,166 | 6.6% | 7.46% | 89 | +4,211 | 0.78% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 529,851 | 51,877 | 0.39% | 0.46% | 90 | -7,476 | -1.39% | Q1 2026 | Apr 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 528,353 | 51,730 | 0.8% | 0.82% | 91 | +15,508 | 3.02% | Q1 2026 | Apr 01, 2026 |
| RFG Advisory, LLC | History | Reduced | 525,501 | 51,451 | 0.95% | 1.2% | 92 | -70,041 | -11.76% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 507,584 | 49,697 | 0.01% | 0.0% | 93 | +256,155 | 101.88% | Q1 2026 | May 05, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 504,886 | 49,433 | 22.42% | 23.99% | 94 | +2,033 | 0.4% | Q1 2026 | May 01, 2026 |
| Convergence Financial, LLC | History | Reduced | 499,430 | 49,351 | 5.23% | 8.45% | 95 | -43,260 | -7.97% | Q1 2026 | May 11, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 500,556 | 49,010 | 3.91% | 4.21% | 96 | +577 | 0.12% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Reduced | 487,125 | 47,694 | 3.77% | 4.13% | 97 | -1,985 | -0.41% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 480,187 | 47,004 | 0.09% | 0.09% | 98 | -1,893 | -0.39% | Q1 2026 | May 01, 2026 |
| Navigation Group, LLC | History | New | 479,805 | 46,977 | 10.99% | — | 99 | +479,805 | New | Q1 2026 | May 05, 2026 |
| Rodgers & Associates, LTD | History | Added to | 470,788 | 46,094 | 4.69% | 5.05% | 100 | +2,956 | 0.63% | Q1 2026 | May 04, 2026 |
| TRUEFG, LLC | History | Added to | 454,660 | 44,515 | 11.8% | 12.68% | 101 | +11,716 | 2.65% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 450,661 | 44,124 | 0.61% | 0.61% | 102 | +27,628 | 6.53% | Q1 2026 | May 01, 2026 |
| 71 West Capital Partners | History | Added to | 450,201 | 44,079 | 1.94% | 2.1% | 103 | +21,854 | 5.1% | Q1 2026 | May 06, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 448,627 | 43,925 | 1.9% | 1.93% | 104 | +13,683 | 3.15% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 448,042 | 43,867 | 0.02% | 0.02% | 105 | +69,377 | 18.32% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 447,709 | 43,835 | 0.54% | 0.53% | 106 | +46,918 | 11.71% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 428,327 | 41,937 | 1.63% | 1.76% | 107 | -14,786 | -3.34% | Q1 2026 | May 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 426,674 | 41,775 | 5.38% | 5.9% | 108 | +29,580 | 7.45% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 422,615 | 41,378 | 0.1% | 0.1% | 109 | +5,425 | 1.3% | Q1 2026 | Apr 22, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 408,215 | 39,968 | 7.11% | 8.06% | 110 | +8,304 | 2.08% | Q1 2026 | Apr 27, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 405,208 | 39,673 | 3.76% | 3.78% | 111 | +23,198 | 6.07% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 398,159 | 38,983 | 0.71% | 0.68% | 112 | +64,831 | 19.45% | Q1 2026 | May 11, 2026 |
| Redwood Investment Management, LLC | History | Added to | 393,761 | 38,553 | 4.79% | 4.02% | 113 | +58,164 | 17.33% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | Added to | 393,753 | 38,552 | 5.06% | 4.39% | 114 | +225,437 | 133.94% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 392,110 | 38,391 | 1.4% | 1.85% | 115 | +14,887 | 3.95% | Q1 2026 | May 19, 2026 |
| TLWM | History | Added to | 388,554 | 38,043 | 6.85% | 4.39% | 116 | +163,779 | 72.86% | Q1 2026 | Apr 08, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 384,599 | 37,656 | 8.31% | 8.37% | 117 | +31,401 | 8.89% | Q1 2026 | Apr 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 383,400 | 37,538 | 0.03% | — | 118 | +383,400 | New | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 382,639 | 37,464 | 2.56% | 2.76% | 119 | +32,923 | 9.41% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 382,192 | 37,420 | 0.29% | 0.28% | 120 | +10,544 | 2.84% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 376,549 | 37,376 | 0.08% | 0.08% | 121 | -174,988 | -31.73% | Q1 2026 | Apr 08, 2026 |
| Destiny Capital Corp/CO | History | Added to | 381,111 | 37,314 | 19.88% | 20.58% | 122 | +6,267 | 1.67% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 379,865 | 37,192 | 0.42% | 0.45% | 123 | +8,760 | 2.36% | Q1 2026 | Apr 28, 2026 |
| ERn Financial, LLC | History | Reduced | 373,172 | 36,537 | 6.87% | 7.63% | 124 | -7,153 | -1.88% | Q1 2026 | Apr 24, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 364,883 | 35,725 | 19.45% | 20.58% | 125 | +5,424 | 1.51% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 356,048 | 34,860 | 0.0% | 0.0% | 126 | +113,355 | 46.71% | Q1 2026 | May 15, 2026 |
| Drake & Associates, LLC | History | Added to | 355,574 | 34,814 | 6.63% | 6.6% | 127 | +44,932 | 14.46% | Q1 2026 | May 13, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 355,479 | 34,804 | 6.41% | 7.48% | 128 | +9,140 | 2.64% | Q1 2026 | Apr 13, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 352,548 | 34,517 | 8.05% | 8.79% | 129 | +7,921 | 2.3% | Q1 2026 | Apr 08, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 351,013 | 34,367 | 2.41% | 3.03% | 130 | -43,917 | -11.12% | Q1 2026 | May 12, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 349,608 | 34,230 | 11.12% | 11.58% | 131 | +24,770 | 7.63% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 346,165 | 33,893 | 1.26% | 1.31% | 132 | +20,984 | 6.45% | Q1 2026 | May 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 340,102 | 33,299 | 5.33% | 5.75% | 133 | -312 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 332,345 | 32,539 | 14.86% | 16.65% | 134 | +2,916 | 0.89% | Q1 2026 | Apr 20, 2026 |
| Kozak & Associates, Inc. | History | Added to | 305,913 | 32,350 | 6.31% | 6.36% | 135 | +831 | 0.27% | Q1 2026 | Apr 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 330,316 | 32,341 | 5.24% | 5.92% | 136 | -10,902 | -3.2% | Q1 2026 | Apr 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 329,513 | 32,262 | 3.62% | 3.98% | 137 | -4,333 | -1.3% | Q1 2026 | May 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 328,956 | 32,208 | 2.2% | 2.1% | 138 | +13,150 | 4.16% | Q1 2026 | May 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 326,185 | 31,936 | 0.06% | 0.08% | 139 | +79,408 | 32.18% | Q1 2026 | May 01, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 325,038 | 31,824 | 2.44% | 2.34% | 140 | +56,768 | 21.16% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 324,188 | 31,741 | 0.35% | 0.38% | 141 | +12,235 | 3.92% | Q1 2026 | Apr 20, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 321,545 | 31,482 | 16.59% | 15.66% | 142 | -4,541 | -1.39% | Q1 2026 | May 15, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 316,966 | 31,034 | 7.48% | 9.03% | 143 | -13,764 | -4.16% | Q1 2026 | Apr 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 314,137 | 30,757 | 1.75% | 1.89% | 144 | +17,794 | 6.0% | Q1 2026 | Apr 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 302,619 | 29,629 | 0.69% | 0.85% | 145 | -24,070 | -7.37% | Q1 2026 | May 04, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 302,481 | 29,615 | 2.37% | 2.08% | 146 | +50,321 | 19.96% | Q1 2026 | May 13, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 295,164 | 28,899 | 3.81% | 3.98% | 147 | -2,435 | -0.82% | Q1 2026 | May 11, 2026 |
| Roberts Financial Services LLC | History | Reduced | 287,430 | 28,142 | 8.95% | 11.01% | 148 | -41,144 | -12.52% | Q1 2026 | Apr 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 285,546 | 27,957 | 2.35% | 2.43% | 149 | +14,280 | 5.26% | Q1 2026 | Apr 20, 2026 |
| CX Institutional | History | Added to | 282,635 | 27,673 | 0.84% | 0.88% | 150 | +7,340 | 2.67% | Q1 2026 | Apr 06, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 279,803 | 27,395 | 13.25% | — | 151 | +279,803 | New | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Added to | 278,883 | 27,305 | 3.26% | 3.77% | 152 | +2,480 | 0.9% | Q1 2026 | Apr 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 275,716 | 26,995 | 0.91% | 0.93% | 153 | +26,765 | 10.75% | Q1 2026 | Apr 17, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 274,823 | 26,451 | 3.5% | 4.03% | 154 | -4,470 | -1.6% | Q1 2026 | Apr 30, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 270,056 | 26,441 | 3.09% | 2.93% | 155 | +14,907 | 5.84% | Q1 2026 | May 15, 2026 |
| CVFG LLC | History | New | 269,679 | 26,404 | 3.28% | — | 156 | +269,679 | New | Q1 2026 | Apr 29, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 268,942 | 26,332 | 9.27% | 8.37% | 157 | +48,922 | 22.24% | Q1 2026 | Apr 08, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 265,128 | 25,958 | 10.43% | 11.97% | 158 | -38,498 | -12.68% | Q1 2026 | Apr 13, 2026 |
| Beutel, Goodman & Co Ltd. | History | Added to | 261,658 | 25,600 | 0.17% | 0.17% | 159 | +9,191 | 3.64% | Q1 2026 | May 15, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 260,288 | 25,389 | 9.09% | 9.8% | 160 | +4,229 | 1.65% | Q1 2026 | Apr 23, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 251,805 | 24,654 | 6.68% | 9.98% | 161 | +33,434 | 15.31% | Q1 2026 | Apr 08, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 249,121 | 24,391 | 13.55% | 14.7% | 162 | +12,235 | 5.16% | Q1 2026 | Apr 27, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 248,326 | 24,313 | 3.0% | 3.19% | 163 | +12,830 | 5.45% | Q1 2026 | May 08, 2026 |
| GM Advisory Group, LLC | History | Added to | 245,089 | 23,996 | 0.92% | 0.96% | 164 | +15,168 | 6.6% | Q1 2026 | Apr 28, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 241,651 | 23,660 | 10.03% | 11.07% | 165 | +4,399 | 1.85% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Added to | 241,492 | 23,644 | 0.96% | 0.84% | 166 | +17,473 | 7.8% | Q1 2026 | Apr 27, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 241,101 | 23,606 | 11.66% | 12.03% | 167 | +13,807 | 6.07% | Q1 2026 | Apr 30, 2026 |
| VICUS CAPITAL | History | Added to | 239,252 | 23,425 | 1.72% | 1.85% | 168 | +8,073 | 3.49% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 238,869 | 23,387 | 0.03% | 0.03% | 169 | -10,447 | -4.19% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 238,746 | 23,375 | 0.27% | 0.25% | 170 | +36,963 | 18.32% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 238,066 | 23,309 | 1.79% | 1.89% | 171 | +4,745 | 2.03% | Q1 2026 | Apr 08, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 236,915 | 23,196 | 10.13% | 11.01% | 172 | -29,679 | -11.13% | Q1 2026 | May 01, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 235,677 | 23,075 | 9.06% | 9.7% | 173 | +5,821 | 2.53% | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 235,300 | 23,038 | 0.27% | 0.3% | 174 | +3,342 | 1.44% | Q1 2026 | May 08, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 234,248 | 22,935 | 3.36% | 3.69% | 175 | +11,760 | 5.29% | Q1 2026 | Apr 24, 2026 |
| Marathon Mission, Inc. | History | Added to | 233,593 | 22,871 | 13.31% | 13.56% | 176 | +13,928 | 6.34% | Q1 2026 | Apr 17, 2026 |
| JNBA Financial Advisors | History | Reduced | 231,595 | 22,675 | 1.89% | 2.24% | 177 | -8,850 | -3.68% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 230,725 | 22,590 | 0.0% | 0.0% | 178 | -20,261 | -8.07% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 229,898 | 22,509 | 3.05% | 3.0% | 179 | +21,096 | 10.1% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 226,732 | 22,199 | 0.58% | 0.7% | 180 | -1,508 | -0.66% | Q1 2026 | May 14, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 226,466 | 22,173 | 9.38% | 6.36% | 181 | +85,823 | 61.02% | Q1 2026 | Apr 20, 2026 |
| Concord Wealth Partners | History | Added to | 225,580 | 22,086 | 2.87% | 3.04% | 182 | +6,315 | 2.88% | Q1 2026 | May 01, 2026 |
| Fortitude Financial, LLC | History | Reduced | 222,230 | 21,758 | 11.51% | 20.13% | 183 | -145 | -0.07% | Q1 2026 | Apr 23, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 221,462 | 21,683 | 11.33% | 11.8% | 184 | +13,073 | 6.27% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 220,887 | 21,627 | 0.04% | 0.05% | 185 | -28,819 | -11.54% | Q1 2026 | May 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 219,393 | 21,480 | 2.47% | 2.72% | 186 | -1,460 | -0.66% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 218,373 | 21,380 | 1.76% | 0.62% | 187 | +150,242 | 220.52% | Q1 2026 | Apr 08, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 218,224 | 21,366 | 11.7% | 8.24% | 188 | +76,376 | 53.84% | Q1 2026 | May 07, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 192,017 | 21,229 | 5.6% | 5.38% | 189 | +8,022 | 4.36% | Q1 2026 | Apr 21, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 216,149 | 21,163 | 12.34% | 11.65% | 190 | -1,885 | -0.86% | Q1 2026 | May 11, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 214,012 | 20,953 | 7.29% | 8.05% | 191 | -356 | -0.17% | Q1 2026 | Apr 28, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 212,889 | 20,843 | 3.52% | 3.83% | 192 | +5,815 | 2.81% | Q1 2026 | May 01, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 211,498 | 20,707 | 0.39% | 0.43% | 193 | -1,391 | -0.65% | Q1 2026 | Apr 16, 2026 |
| Modern Wealth Management, LLC | History | Added to | 205,461 | 20,381 | 0.35% | 0.39% | 194 | +4,507 | 2.24% | Q1 2026 | May 14, 2026 |
| Hofer & Associates. Inc | History | Added to | 207,920 | 20,357 | 10.94% | 11.59% | 195 | +2,862 | 1.4% | Q1 2026 | Apr 21, 2026 |
| Investors Research Corp | History | Added to | 207,773 | 20,343 | 3.89% | 4.02% | 196 | +1,872 | 0.91% | Q1 2026 | Apr 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 206,273 | 20,196 | 0.15% | 0.15% | 197 | +14,869 | 7.77% | Q1 2026 | May 12, 2026 |
| Collier Financial | History | Added to | 204,434 | 20,016 | 15.26% | 16.24% | 198 | +1,793 | 0.88% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 220,215 | 19,776 | 0.92% | 0.13% | 199 | -106,164 | -32.53% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Added to | 201,128 | 19,692 | 4.19% | 4.47% | 200 | +799 | 0.4% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 200,384 | 19,619 | 0.81% | 0.87% | 201 | +1,662 | 0.84% | Q1 2026 | Apr 21, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 199,410 | 19,524 | 0.55% | 0.59% | 202 | +803 | 0.4% | Q1 2026 | May 14, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 198,267 | 19,412 | 10.73% | 11.57% | 203 | +1,005 | 0.51% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 194,405 | 19,034 | 1.97% | 2.06% | 204 | +9,544 | 5.16% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 193,883 | 18,983 | 0.9% | 0.85% | 205 | +19,303 | 11.06% | Q1 2026 | May 18, 2026 |
| Harbor Group, Inc. | History | Reduced | 192,303 | 18,828 | 2.72% | 3.08% | 206 | -509 | -0.26% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 191,802 | 18,779 | 0.94% | 0.94% | 207 | +21,692 | 12.75% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 188,716 | 18,477 | 0.41% | 0.42% | 208 | +11,916 | 6.74% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Added to | 185,699 | 18,181 | 4.59% | 4.7% | 209 | +6,273 | 3.5% | Q1 2026 | Apr 29, 2026 |
| Tempo Wealth, LLC | History | Reduced | 184,996 | 18,112 | 3.16% | 3.52% | 210 | -8 | -0.0% | Q1 2026 | May 14, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 184,888 | 18,102 | 8.0% | 10.07% | 211 | -22,469 | -10.84% | Q1 2026 | Apr 15, 2026 |
| Optas, LLC | History | Added to | 183,472 | 17,964 | 2.72% | 2.97% | 212 | +5,262 | 2.95% | Q1 2026 | Apr 24, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 162,821 | 17,600 | 16.33% | 16.33% | 213 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 179,500 | 17,574 | 0.0% | 0.0% | 214 | +53,300 | 42.23% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 174,070 | 17,043 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 167,415 | 16,391 | 2.04% | 3.28% | 216 | -83,397 | -33.25% | Q1 2026 | Apr 08, 2026 |
| Diligent Investors, LLC | History | Reduced | 166,309 | 16,283 | 4.03% | 4.44% | 217 | -2,701 | -1.6% | Q1 2026 | Apr 15, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 152,437 | 16,272 | 2.52% | 2.52% | 218 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 164,942 | 16,149 | 3.14% | 3.95% | 219 | +5,552 | 3.48% | Q1 2026 | May 15, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 141,628 | 15,995 | 6.74% | 6.71% | 220 | -2,706 | -1.87% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 163,078 | 15,966 | 2.84% | 3.18% | 221 | +8,128 | 5.25% | Q1 2026 | May 08, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 162,313 | 15,892 | 1.98% | 1.65% | 222 | +38,688 | 31.29% | Q1 2026 | May 14, 2026 |
| Benchmark Financial, LLC | History | Added to | 161,170 | 15,780 | 14.16% | 15.02% | 223 | +19,968 | 14.14% | Q1 2026 | Apr 21, 2026 |
| CBM Financial, LLC | History | Added to | 142,570 | 15,762 | 9.84% | 9.35% | 224 | +10,235 | 7.73% | Q1 2026 | May 12, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 159,312 | 15,598 | 0.88% | 0.64% | 225 | +45,926 | 40.5% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 157,936 | 15,463 | 0.03% | 0.01% | 226 | +86,032 | 119.65% | Q1 2026 | May 14, 2026 |
| PECAUT & CO. | History | Added to | 156,240 | 15,297 | 4.97% | 5.33% | 227 | +1,450 | 0.94% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 152,816 | 14,962 | 0.66% | 0.8% | 228 | -15,447 | -9.18% | Q1 2026 | Apr 21, 2026 |
| Hobart Private Capital, LLC | History | Added to | 151,030 | 14,787 | 2.91% | 3.14% | 229 | +393 | 0.26% | Q1 2026 | Apr 07, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 150,827 | 14,767 | 10.55% | 10.67% | 230 | +22,290 | 17.34% | Q1 2026 | Apr 29, 2026 |
| Sentinel Advisory Group, LLC | History | New | 149,210 | 14,609 | 7.12% | — | 231 | +149,210 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 148,331 | 14,523 | 0.02% | 0.02% | 232 | +3,227 | 2.22% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Added to | 148,239 | 14,514 | 2.3% | 2.47% | 233 | +3,463 | 2.39% | Q1 2026 | Apr 28, 2026 |
| Magnus Financial Group LLC | History | Reduced | 146,169 | 14,311 | 1.16% | 1.19% | 234 | -277 | -0.19% | Q1 2026 | Apr 10, 2026 |
| Hilltop Partners LLC | History | Added to | 145,701 | 14,265 | 3.66% | 3.92% | 235 | +3,040 | 2.13% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 144,979 | 14,194 | 0.35% | 0.39% | 236 | -3,158 | -2.13% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 142,713 | 13,973 | 0.0% | 0.0% | 237 | +71,813 | 101.29% | Q1 2026 | May 12, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 142,503 | 13,952 | 1.96% | 1.59% | 238 | +34,693 | 32.18% | Q1 2026 | Apr 13, 2026 |
| Ascent Group, LLC | History | Reduced | 141,041 | 13,809 | 0.48% | 0.52% | 239 | -1,630 | -1.14% | Q1 2026 | May 15, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 140,269 | 13,733 | 4.47% | 5.1% | 240 | -2,906 | -2.03% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 138,919 | 13,601 | 0.07% | 0.08% | 241 | +949 | 0.69% | Q1 2026 | May 05, 2026 |
| Avestar Capital, LLC | History | Added to | 138,658 | 13,576 | 0.87% | 0.94% | 242 | +2,020 | 1.48% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 137,874 | 13,499 | 0.04% | 0.05% | 243 | -15,767 | -10.26% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 137,867 | 13,498 | 0.51% | 0.54% | 244 | -1,295 | -0.93% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 136,694 | 13,383 | 0.87% | 0.93% | 245 | +2,820 | 2.11% | Q1 2026 | Apr 15, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 136,004 | 13,316 | 5.87% | 6.73% | 246 | -1,688 | -1.23% | Q1 2026 | May 11, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 135,607 | 13,277 | 2.75% | 2.77% | 247 | +18,078 | 15.38% | Q1 2026 | May 14, 2026 |
| Sequent Asset Management, LLC | History | No change | 124,201 | 13,253 | 5.89% | 5.89% | 248 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 135,310 | 13,248 | 7.98% | 9.57% | 249 | -14,855 | -9.89% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 135,264 | 13,243 | 0.75% | 0.85% | 250 | +68,611 | 102.94% | Q1 2026 | Apr 22, 2026 |
| Walsh & Associates, LLC | History | Added to | 135,216 | 13,239 | 13.13% | 13.97% | 251 | +2,400 | 1.81% | Q1 2026 | May 15, 2026 |
| Stone Wealth Partners | History | Added to | 134,866 | 13,204 | 11.86% | 12.06% | 252 | +7,923 | 6.24% | Q1 2026 | May 07, 2026 |
| Petix & Botte Co | History | Added to | 134,560 | 13,174 | 2.94% | 2.78% | 253 | +19,539 | 16.99% | Q1 2026 | Apr 30, 2026 |
| Carnegie Investment Counsel | History | Added to | 133,082 | 13,030 | 0.25% | 0.24% | 254 | +12,188 | 10.08% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 133,076 | 13,029 | 0.04% | 0.05% | 255 | -21,447 | -13.88% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 132,875 | 13,009 | 0.07% | 0.27% | 256 | -584,903 | -81.49% | Q1 2026 | Apr 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 132,366 | 12,959 | 0.51% | 0.69% | 257 | +74,367 | 128.22% | Q1 2026 | May 15, 2026 |
| Scarborough Advisors, LLC | History | Added to | 132,015 | 12,925 | 1.41% | 0.04% | 258 | +129,838 | 5964.08% | Q1 2026 | May 07, 2026 |
| Able Wealth Management LLC | History | Added to | 131,379 | 12,863 | 3.44% | 3.34% | 259 | +32,494 | 32.86% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | Reduced | 130,927 | 12,819 | 0.15% | 0.29% | 260 | -105,454 | -44.61% | Q1 2026 | Apr 16, 2026 |
| TAGStone Capital, Inc. | History | Added to | 129,681 | 12,697 | 4.49% | 4.92% | 261 | +5,878 | 4.75% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 129,345 | 12,664 | 0.01% | 0.01% | 262 | +38,756 | 42.78% | Q1 2026 | May 15, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 129,220 | 12,651 | 4.71% | 4.73% | 263 | +3,242 | 2.57% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 128,202 | 12,552 | 0.92% | 0.97% | 264 | -5,299 | -3.97% | Q1 2026 | Apr 20, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 127,927 | 12,525 | 2.22% | 2.43% | 265 | +5,026 | 4.09% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | Added to | 126,409 | 12,379 | 4.05% | 4.38% | 266 | +10,408 | 8.97% | Q1 2026 | May 14, 2026 |
| Seal Cove Capital, LLC | History | New | 123,120 | 12,054 | 10.56% | — | 267 | +123,120 | New | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 122,457 | 11,989 | 0.23% | 0.25% | 268 | +1,468 | 1.21% | Q1 2026 | Apr 14, 2026 |
| GenWealth Group, Inc. | History | Added to | 118,799 | 11,631 | 1.99% | 2.08% | 269 | +5,356 | 4.72% | Q1 2026 | May 11, 2026 |
| BCS Wealth Management | History | Reduced | 118,612 | 11,613 | 2.37% | 2.38% | 270 | -101,951 | -46.22% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 108,716 | 11,599 | 0.21% | 0.21% | 271 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 116,832 | 11,564 | 0.03% | 0.01% | 272 | +107,436 | 1143.42% | Q1 2026 | May 12, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 117,386 | 11,493 | 3.53% | 3.96% | 273 | -4,195 | -3.45% | Q1 2026 | Apr 21, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 116,563 | 11,412 | 7.94% | 9.56% | 274 | +19,987 | 20.7% | Q1 2026 | Apr 22, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 113,271 | 11,090 | 2.69% | 3.88% | 275 | -24,215 | -17.61% | Q1 2026 | Apr 20, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 113,002 | 11,064 | 6.36% | 6.61% | 276 | +3,203 | 2.92% | Q1 2026 | May 01, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 112,716 | 11,036 | 6.44% | 6.93% | 277 | +824 | 0.74% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 112,411 | 11,006 | 0.02% | 0.02% | 278 | -622 | -0.55% | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 110,326 | 10,802 | 1.21% | 1.35% | 279 | +986 | 0.9% | Q1 2026 | Apr 29, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 95,240 | 10,704 | 1.77% | 1.98% | 280 | -14,623 | -13.31% | Q1 2026 | May 08, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 108,630 | 10,635 | 4.08% | 4.13% | 281 | +4,571 | 4.39% | Q1 2026 | Apr 24, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 107,688 | 10,543 | 4.74% | 4.87% | 282 | +5,970 | 5.87% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 107,572 | 10,532 | 0.16% | 0.23% | 283 | +2,635 | 2.51% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 98,308 | 10,489 | 0.7% | 0.7% | 284 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 97,316 | 10,383 | 0.0% | 0.0% | 285 | +83,777 | 618.78% | Q1 2026 | May 15, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 105,439 | 10,323 | 2.83% | 4.73% | 286 | -8,154 | -7.18% | Q1 2026 | Apr 27, 2026 |
| Breachway Investments LLC | History | Added to | 104,052 | 10,321 | 9.91% | 11.57% | 287 | +1,190 | 1.16% | Q1 2026 | Apr 13, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 104,818 | 10,262 | 2.22% | 2.42% | 288 | -1,325 | -1.25% | Q1 2026 | Apr 29, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 104,046 | 10,187 | 0.79% | 0.76% | 289 | +14,513 | 16.21% | Q1 2026 | May 07, 2026 |
| Elite Financial, Inc. | History | Reduced | 103,734 | 10,156 | 4.55% | 5.19% | 290 | -3,112 | -2.91% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 103,280 | 10,112 | 0.01% | 0.01% | 291 | +27,059 | 35.5% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 102,633 | 10,048 | 0.08% | 0.08% | 292 | +6,875 | 7.18% | Q1 2026 | May 01, 2026 |
| Melone Private Wealth, LLC | History | Added to | 102,382 | 10,024 | 4.09% | 4.63% | 293 | +32 | 0.03% | Q1 2026 | Apr 08, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 88,722 | 9,916 | 5.92% | 5.77% | 294 | +3,053 | 3.56% | Q1 2026 | Apr 23, 2026 |
| LexAurum Advisors, LLC | History | New | 100,554 | 9,845 | 1.28% | — | 295 | +100,554 | New | Q1 2026 | Apr 13, 2026 |
| Oxinas Partners, LLC | History | Added to | 100,108 | 9,801 | 4.48% | 5.01% | 296 | +2,472 | 2.53% | Q1 2026 | Apr 10, 2026 |
| NewSquare Capital LLC | History | Reduced | 99,555 | 9,747 | 0.85% | 0.95% | 297 | -1,676 | -1.66% | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | New | 99,505 | 9,742 | 2.48% | — | 298 | +99,505 | New | Q1 2026 | May 07, 2026 |
| Apollon Financial, LLC | History | Added to | 99,366 | 9,728 | 1.35% | 1.39% | 299 | +9,706 | 10.83% | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 98,810 | 9,674 | 2.87% | 4.05% | 300 | -25,440 | -20.47% | Q1 2026 | Apr 20, 2026 |
| Graney & King, LLC | History | Added to | 95,354 | 9,336 | 5.03% | 5.54% | 301 | +6,552 | 7.38% | Q1 2026 | May 18, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 94,787 | 9,280 | 5.8% | 7.04% | 302 | -10,980 | -10.38% | Q1 2026 | Apr 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 94,648 | 9,267 | 0.02% | 0.01% | 303 | +57,452 | 154.46% | Q1 2026 | May 15, 2026 |
| LifePlan Financial, LLC | History | Added to | 93,330 | 9,137 | 6.75% | 7.3% | 304 | +4,134 | 4.63% | Q1 2026 | Apr 14, 2026 |
| SIMA Wealth Partners, LLC | History | New | 93,205 | 9,125 | 6.95% | — | 305 | +93,205 | New | Q1 2026 | May 15, 2026 |
| Compass Financial Group, Inc. | History | Added to | 92,247 | 9,031 | 4.07% | 4.27% | 306 | +1,666 | 1.84% | Q1 2026 | May 05, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 91,942 | 9,002 | 7.35% | 8.95% | 307 | -11,436 | -11.06% | Q1 2026 | Apr 29, 2026 |
| United Advisor Group, LLC | History | Reduced | 91,703 | 8,978 | 1.11% | 1.22% | 308 | -141 | -0.15% | Q1 2026 | Apr 17, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 86,279 | 8,972 | 1.13% | 1.35% | 309 | -8,382 | -8.85% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 91,206 | 8,929 | 0.29% | 0.19% | 310 | -13,634 | -13.0% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 90,303 | 8,841 | 0.21% | 0.31% | 311 | -29,731 | -24.77% | Q1 2026 | May 15, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 90,199 | 8,831 | 2.59% | 2.9% | 312 | +1 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 89,490 | 8,762 | 5.67% | 5.86% | 313 | +391 | 0.44% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 89,360 | 8,749 | 0.05% | 0.05% | 314 | +26,759 | 42.75% | Q1 2026 | May 15, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 89,113 | 8,725 | 4.33% | 5.05% | 315 | -5,004 | -5.32% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Added to | 89,089 | 8,722 | 1.17% | 1.26% | 316 | +4,693 | 5.56% | Q1 2026 | Apr 20, 2026 |
| Quent Capital, LLC | History | Reduced | 88,661 | 8,680 | 0.62% | 0.76% | 317 | -10,647 | -10.72% | Q1 2026 | Apr 28, 2026 |
| WRAPMANAGER INC | History | Reduced | 87,990 | 8,615 | 2.99% | 3.3% | 318 | -3,579 | -3.91% | Q1 2026 | May 11, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 87,984 | 8,614 | 0.93% | 1.74% | 319 | -58,331 | -39.87% | Q1 2026 | Apr 24, 2026 |
| 1ST SOURCE BANK | History | Added to | 87,653 | 8,582 | 0.44% | 0.49% | 320 | +409 | 0.47% | Q1 2026 | May 04, 2026 |
| Founders Capital Management | History | Reduced | 86,655 | 8,484 | 4.14% | 4.86% | 321 | -984 | -1.12% | Q1 2026 | Apr 21, 2026 |
| SFAM, LLC | History | Reduced | 86,549 | 8,474 | 7.86% | 8.49% | 322 | -469 | -0.54% | Q1 2026 | May 04, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 86,328 | 8,452 | 2.83% | 3.01% | 323 | +1,498 | 1.77% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Added to | 85,544 | 8,375 | 0.3% | 0.04% | 324 | +73,911 | 635.36% | Q1 2026 | May 14, 2026 |
| Financial Council, LLC | History | Added to | 85,366 | 8,358 | 3.22% | 3.5% | 325 | +3,272 | 3.99% | Q1 2026 | Apr 21, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 84,824 | 8,305 | 0.5% | 0.44% | 326 | -1,647,309 | -95.1% | Q1 2026 | May 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 84,816 | 8,304 | 0.83% | 0.95% | 327 | -2,940 | -3.35% | Q1 2026 | Apr 30, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 84,347 | 8,258 | 1.15% | 1.21% | 328 | +3,891 | 4.84% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 82,812 | 8,108 | 0.27% | 0.28% | 329 | +2,199 | 2.73% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 82,676 | 8,094 | 0.28% | 0.36% | 330 | -11,872 | -12.56% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | Added to | 82,562 | 8,083 | 1.44% | 1.51% | 331 | +5,108 | 6.59% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 81,467 | 7,976 | 0.49% | 0.35% | 332 | +13,238 | 19.4% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 80,663 | 7,897 | 0.71% | 0.75% | 333 | +312 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 78,798 | 7,827 | 0.7% | 0.8% | 334 | -5,290 | -6.29% | Q1 2026 | May 11, 2026 |
| Vertrix Wealth Management, LLC | History | New | 79,825 | 7,815 | 2.88% | — | 335 | +79,825 | New | Q1 2026 | Apr 24, 2026 |
| DAGCO, INC. | History | Added to | 79,223 | 7,756 | 1.68% | 1.62% | 336 | +13,462 | 20.47% | Q1 2026 | Apr 20, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 77,103 | 7,549 | 0.57% | 0.66% | 337 | -983 | -1.26% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Added to | 77,060 | 7,544 | 0.89% | 0.98% | 338 | +997 | 1.31% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 76,705 | 7,510 | 0.0% | 0.0% | 339 | +28,007 | 57.51% | Q1 2026 | May 08, 2026 |
| Marion Wealth Management | History | Reduced | 76,261 | 7,466 | 1.65% | 1.92% | 340 | -4,574 | -5.66% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 76,144 | 7,455 | 0.16% | 0.16% | 341 | +4,945 | 6.95% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Added to | 75,847 | 7,426 | 0.21% | 0.22% | 342 | +9,354 | 14.07% | Q1 2026 | Apr 09, 2026 |
| FDx Advisors, Inc. | History | New | 75,295 | 7,372 | 2.35% | — | 343 | +75,295 | New | Q1 2026 | May 01, 2026 |
| TritonPoint Partners, LLC | History | Added to | 75,278 | 7,370 | 2.71% | 4.27% | 344 | +329 | 0.44% | Q1 2026 | Apr 28, 2026 |
| City Center Advisors, LLC | History | Added to | 74,535 | 7,297 | 6.75% | 7.25% | 345 | +653 | 0.88% | Q1 2026 | Apr 07, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 73,955 | 7,240 | 1.01% | 1.37% | 346 | -20,440 | -21.65% | Q1 2026 | May 15, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 73,019 | 7,150 | 4.86% | — | 347 | +73,019 | New | Q1 2026 | May 05, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Added to | 72,957 | 7,143 | 2.23% | 2.04% | 348 | +15,300 | 26.54% | Q1 2026 | Apr 17, 2026 |
| PSI Advisors, LLC | History | Added to | 71,505 | 7,001 | 1.68% | 1.71% | 349 | +7,663 | 12.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 71,471 | 6,993 | 0.52% | 0.54% | 350 | -11,635 | -14.0% | Q1 2026 | May 20, 2026 |
| TSFG, LLC | History | Reduced | 71,253 | 6,976 | 1.06% | 1.14% | 351 | -14 | -0.02% | Q1 2026 | Apr 27, 2026 |
| Auour Investments LLC | History | Added to | 70,803 | 6,932 | 2.18% | 2.32% | 352 | +2,325 | 3.4% | Q1 2026 | Apr 20, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 70,664 | 6,918 | 3.0% | 2.91% | 353 | +8,706 | 14.05% | Q1 2026 | May 12, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 70,509 | 6,903 | 6.08% | 7.47% | 354 | -270,571 | -79.33% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 70,426 | 6,895 | 0.08% | 0.13% | 355 | -35,171 | -33.31% | Q1 2026 | May 05, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 70,000 | 6,853 | 0.24% | 0.23% | 356 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Macco Financial Group, Inc. | History | Reduced | 69,812 | 6,835 | 5.18% | 7.14% | 357 | -8,082 | -10.38% | Q1 2026 | Apr 23, 2026 |
| One Day In July LLC | History | Added to | 69,670 | 6,821 | 0.55% | 0.6% | 358 | +1,330 | 1.95% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 68,873 | 6,769 | 0.12% | 0.14% | 359 | -1,511 | -2.15% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 63,240 | 6,747 | 0.03% | 0.03% | 360 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 68,478 | 6,704 | 2.01% | 2.12% | 361 | +2,071 | 3.12% | Q1 2026 | Apr 20, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 68,418 | 6,699 | 0.69% | 0.74% | 362 | -2,701 | -3.8% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 68,213 | 6,678 | 0.08% | 0.11% | 363 | -1,677 | -2.4% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 66,870 | 6,633 | 0.06% | 0.08% | 364 | -1,738 | -2.53% | Q1 2026 | Apr 07, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 66,638 | 6,524 | 0.19% | 0.38% | 365 | -51,922 | -43.79% | Q1 2026 | Apr 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 66,412 | 6,502 | 2.08% | 2.6% | 366 | -1,684 | -2.47% | Q1 2026 | May 04, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 64,979 | 6,362 | 2.19% | 2.49% | 367 | -909 | -1.38% | Q1 2026 | Apr 27, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 64,390 | 6,304 | 5.17% | 6.21% | 368 | +247 | 0.39% | Q1 2026 | May 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 63,796 | 6,246 | 2.87% | 4.19% | 369 | -47,561 | -42.71% | Q1 2026 | May 05, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 62,722 | 6,141 | 2.61% | 0.32% | 370 | +55,370 | 753.13% | Q1 2026 | May 08, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 62,638 | 6,132 | 3.84% | 3.9% | 371 | +3,343 | 5.64% | Q1 2026 | Apr 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 62,519 | 6,121 | 0.21% | 0.09% | 372 | -6,881 | -9.91% | Q1 2026 | Apr 23, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 61,440 | 6,015 | 4.83% | 4.16% | 373 | -911 | -1.46% | Q1 2026 | Apr 08, 2026 |
| One Capital Management, LLC | History | Reduced | 61,092 | 5,981 | 0.16% | 0.45% | 374 | -79,656 | -56.59% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Added to | 60,653 | 5,938 | 0.49% | 0.43% | 375 | +9,586 | 18.77% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 60,056 | 5,880 | 0.1% | 0.02% | 376 | +49,863 | 489.19% | Q1 2026 | May 18, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 59,555 | 5,830 | 0.16% | 0.21% | 377 | -11,534 | -16.22% | Q1 2026 | May 12, 2026 |
| Oak Harvest Investment Services | History | Reduced | 59,268 | 5,802 | 0.61% | 0.8% | 378 | -9,750 | -14.13% | Q1 2026 | Apr 22, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 59,171 | 5,793 | 2.82% | 3.21% | 379 | -1,231 | -2.04% | Q1 2026 | May 05, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 58,630 | 5,740 | 0.32% | 0.53% | 380 | -18,990 | -24.47% | Q1 2026 | Apr 29, 2026 |
| Stone Summit Wealth LLC | History | Added to | 57,749 | 5,654 | 1.57% | 1.52% | 381 | +5,242 | 9.98% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 59,810 | 5,626 | 0.2% | 0.38% | 382 | -33,016 | -35.57% | Q1 2026 | May 15, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 57,396 | 5,619 | 1.61% | 1.71% | 383 | +2,635 | 4.81% | Q1 2026 | Apr 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 57,384 | 5,618 | 0.33% | 0.22% | 384 | +22,246 | 63.31% | Q1 2026 | Apr 29, 2026 |
| BOKF, NA | History | Added to | 57,218 | 5,602 | 0.09% | 0.02% | 385 | +43,742 | 324.59% | Q1 2026 | May 08, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 57,132 | 5,593 | 3.75% | 4.02% | 386 | +7,132 | 14.26% | Q1 2026 | Apr 16, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 56,083 | 5,491 | 0.11% | 0.17% | 387 | -20,537 | -26.8% | Q1 2026 | May 14, 2026 |
| PALLADIEM, LLC | History | Reduced | 52,717 | 5,482 | 5.23% | 5.75% | 388 | -3,691 | -6.54% | Q1 2026 | May 06, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 55,908 | 5,473 | 3.37% | 3.35% | 389 | -2,491 | -4.27% | Q1 2026 | Apr 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 55,773 | 5,460 | 2.31% | 2.02% | 390 | +11,405 | 25.71% | Q1 2026 | Apr 15, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 55,747 | 5,458 | 1.69% | 1.63% | 391 | +9,252 | 19.9% | Q1 2026 | May 13, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 54,582 | 5,344 | 3.12% | 3.19% | 392 | +5,751 | 11.78% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 54,476 | 5,333 | 0.03% | 0.03% | 393 | +967 | 1.81% | Q1 2026 | May 08, 2026 |
| Faithward Advisors, LLC | History | Added to | 54,238 | 5,310 | 0.76% | 0.8% | 394 | +3,129 | 6.12% | Q1 2026 | Apr 17, 2026 |
| Continuum Advisory, LLC | History | Added to | 53,900 | 5,277 | 0.51% | 0.47% | 395 | +9,846 | 22.35% | Q1 2026 | Apr 22, 2026 |
| Compass Financial Services Inc | History | Added to | 53,793 | 5,266 | 2.28% | 2.2% | 396 | +5,850 | 12.2% | Q1 2026 | May 01, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 53,427 | 5,231 | 3.03% | 3.19% | 397 | +3,222 | 6.42% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 52,726 | 5,202 | 0.03% | 0.03% | 398 | +5,008 | 10.49% | Q1 2026 | May 15, 2026 |
| Asset Management Group, Inc. | History | Reduced | 52,944 | 5,183 | 0.84% | 0.97% | 399 | -3,017 | -5.39% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 52,415 | 5,131 | 0.03% | 0.04% | 400 | -17,648 | -25.19% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 52,367 | 5,127 | 0.01% | 0.0% | 401 | +46,344 | 769.45% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 52,300 | 5,120 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nvest Financial, LLC | History | Added to | 52,032 | 5,094 | 1.9% | 1.96% | 403 | +7,923 | 17.96% | Q1 2026 | Apr 28, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 51,717 | 5,064 | 1.38% | 1.52% | 404 | +770 | 1.51% | Q1 2026 | Apr 29, 2026 |
| GLR Partners, LLC | History | New | 50,593 | 4,953 | 2.7% | — | 405 | +50,593 | New | Q1 2026 | May 13, 2026 |
| Bawa N Mallick Trust | History | No change | 50,000 | 4,895 | 2.0% | 1.98% | 406 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 49,794 | 4,875 | 0.03% | 0.0% | 407 | +47,125 | 1765.64% | Q1 2026 | May 05, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 49,796 | 4,875 | 4.01% | 4.45% | 408 | -1,221 | -2.39% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 49,756 | 4,871 | 0.1% | 0.09% | 409 | +13,749 | 38.18% | Q1 2026 | Apr 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 49,724 | 4,868 | 1.33% | 1.57% | 410 | -5,858 | -10.54% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 48,811 | 4,779 | 1.22% | 1.55% | 411 | -5,075 | -9.42% | Q1 2026 | Apr 29, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 47,993 | 4,698 | 1.94% | 2.05% | 412 | +1,336 | 2.86% | Q1 2026 | Apr 08, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 47,860 | 4,685 | 3.72% | 3.69% | 413 | -477 | -0.99% | Q1 2026 | Apr 13, 2026 |
| BURNEY CO/ | History | Reduced | 47,827 | 4,682 | 0.15% | 0.2% | 414 | -11,994 | -20.05% | Q1 2026 | Apr 29, 2026 |
| GoalVest Advisory LLC | History | Reduced | 47,565 | 4,657 | 0.91% | 1.05% | 415 | -3,845 | -7.48% | Q1 2026 | Apr 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 47,404 | 4,641 | 0.12% | 0.15% | 416 | +4,307 | 9.99% | Q1 2026 | May 11, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 47,151 | 4,616 | 1.04% | 1.21% | 417 | -3,624 | -7.14% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 47,017 | 4,603 | 0.5% | 0.84% | 418 | -27,150 | -36.61% | Q1 2026 | Apr 28, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 46,311 | 4,534 | 1.1% | 0.73% | 419 | +18,695 | 67.7% | Q1 2026 | Apr 10, 2026 |
| JDM Financial Group LLC | History | Added to | 46,192 | 4,522 | 1.74% | 1.87% | 420 | +958 | 2.12% | Q1 2026 | May 20, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 45,764 | 4,480 | 1.54% | 1.32% | 421 | +12,297 | 36.74% | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 45,721 | 4,476 | 0.03% | 0.03% | 422 | -1,381 | -2.93% | Q1 2026 | May 15, 2026 |
| Private Wealth Group, LLC | History | Added to | 45,569 | 4,461 | 2.08% | 2.27% | 423 | +1,141 | 2.57% | Q1 2026 | Apr 23, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 45,461 | 4,451 | 0.32% | 0.37% | 424 | -4,794 | -9.54% | Q1 2026 | Apr 10, 2026 |
| American Trust | History | Added to | 45,202 | 4,425 | 0.39% | 0.38% | 425 | +2,489 | 5.83% | Q1 2026 | May 01, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 45,041 | 4,409 | 2.98% | 3.22% | 426 | +2,350 | 5.5% | Q1 2026 | May 05, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 44,675 | 4,374 | 3.7% | 3.82% | 427 | +482 | 1.09% | Q1 2026 | Apr 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 44,578 | 4,364 | 3.01% | 3.04% | 428 | +33 | 0.07% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 44,532 | 4,360 | 0.13% | 0.14% | 429 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 44,510 | 4,358 | 0.99% | 1.17% | 430 | +2,517 | 5.99% | Q1 2026 | Apr 14, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 44,449 | 4,352 | 1.06% | 1.14% | 431 | -396 | -0.88% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 44,253 | 4,332 | 0.05% | 0.06% | 432 | +4,303 | 10.77% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 44,239 | 4,331 | 0.24% | 0.24% | 433 | +4,763 | 12.07% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 43,698 | 4,278 | 0.0% | 0.0% | 434 | +6,420 | 17.22% | Q1 2026 | May 13, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 43,456 | 4,254 | 1.18% | 1.28% | 435 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 43,394 | 4,248 | 0.26% | 0.31% | 436 | -2,397 | -5.23% | Q1 2026 | Apr 27, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 43,235 | 4,233 | 1.62% | 1.86% | 437 | -950 | -2.15% | Q1 2026 | May 12, 2026 |
| RDA Financial Network | History | Added to | 43,208 | 4,230 | 1.06% | 1.07% | 438 | +1,568 | 3.77% | Q1 2026 | Apr 08, 2026 |
| NORDEN GROUP LLC | History | Added to | 43,158 | 4,225 | 0.41% | 0.45% | 439 | +524 | 1.23% | Q1 2026 | Apr 15, 2026 |
| Betterment LLC | History | Reduced | 43,087 | 4,219 | 0.01% | 0.01% | 440 | -15 | -0.03% | Q1 2026 | May 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 44,796 | 4,213 | 1.4% | 1.56% | 441 | +506 | 1.14% | Q1 2026 | Apr 27, 2026 |
| Partners in Financial Planning | History | Reduced | 42,827 | 4,193 | 0.7% | 0.78% | 442 | -102 | -0.24% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 42,772 | 4,187 | 0.05% | 0.05% | 443 | +842 | 2.01% | Q1 2026 | May 06, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 42,714 | 4,182 | 0.66% | 0.7% | 444 | -1,899 | -4.26% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 42,505 | 4,161 | 0.06% | 0.06% | 445 | -146 | -0.34% | Q1 2026 | May 15, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 42,413 | 4,152 | 3.06% | 3.49% | 446 | -1,131 | -2.6% | Q1 2026 | May 11, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 42,343 | 4,145 | 1.21% | 1.62% | 447 | -9,716 | -18.66% | Q1 2026 | May 07, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 42,209 | 4,132 | 2.38% | 3.44% | 448 | -13,080 | -23.66% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 36,650 | 4,096 | 0.09% | 0.08% | 449 | +4,584 | 14.3% | Q1 2026 | May 04, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 41,686 | 4,082 | 3.0% | 3.25% | 450 | +1,107 | 2.73% | Q1 2026 | Apr 22, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 41,624 | 4,075 | 2.38% | 2.45% | 451 | +1,020 | 2.51% | Q1 2026 | May 14, 2026 |
| Roan Capital Partners | History | New | 41,455 | 4,058 | 3.75% | — | 452 | +41,455 | New | Q1 2026 | Apr 15, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 41,165 | 4,030 | 1.89% | 3.36% | 453 | -32,857 | -44.39% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 40,464 | 3,961 | 0.02% | 0.02% | 454 | +2,440 | 6.42% | Q1 2026 | May 13, 2026 |
| Towne Trust Company, N.A | History | Added to | 40,282 | 3,944 | 1.27% | 0.97% | 455 | +11,135 | 38.2% | Q1 2026 | Apr 22, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 40,199 | 3,935 | 0.21% | 0.25% | 456 | -3,109 | -7.18% | Q1 2026 | May 06, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 39,710 | 3,888 | 1.21% | 1.71% | 457 | -12,025 | -23.24% | Q1 2026 | May 01, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 39,685 | 3,885 | 0.56% | 0.6% | 458 | +436 | 1.11% | Q1 2026 | Apr 17, 2026 |
| MBL Wealth, LLC | History | Reduced | 39,390 | 3,856 | 0.29% | 0.35% | 459 | -1,366 | -3.35% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Reduced | 39,205 | 3,838 | 0.06% | 0.15% | 460 | -45,593 | -53.77% | Q1 2026 | Apr 27, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 39,018 | 3,820 | 0.74% | 0.91% | 461 | -18,091 | -31.68% | Q1 2026 | Apr 29, 2026 |
| Inspire Advisors, LLC | History | Reduced | 38,581 | 3,777 | 0.31% | 0.41% | 462 | -3,200 | -7.66% | Q1 2026 | May 15, 2026 |
| FCG Investment Co | History | New | 38,423 | 3,761 | 1.65% | — | 463 | +38,423 | New | Q1 2026 | Apr 09, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 38,365 | 3,756 | 1.99% | 2.3% | 464 | -279 | -0.72% | Q1 2026 | May 13, 2026 |
| Cooper Financial Group | History | Added to | 38,297 | 3,749 | 0.38% | 0.43% | 465 | +24 | 0.06% | Q1 2026 | Apr 07, 2026 |
| Clear Retirement Advice LLC | History | Added to | 37,625 | 3,683 | 2.89% | 2.94% | 466 | +1,303 | 3.59% | Q1 2026 | Apr 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 37,537 | 3,675 | 0.45% | 0.39% | 468 | +8,663 | 30.0% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Reduced | 37,541 | 3,675 | 0.41% | 0.45% | 467 | -416 | -1.1% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 37,353 | 3,657 | 0.08% | 0.09% | 469 | -2,642 | -6.61% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 37,192 | 3,641 | 0.09% | 0.27% | 470 | -61,479 | -62.31% | Q1 2026 | Apr 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 36,948 | 3,617 | 0.17% | 0.2% | 471 | -1,401 | -3.65% | Q1 2026 | Apr 28, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 36,874 | 3,610 | 1.03% | 1.13% | 472 | -189 | -0.51% | Q1 2026 | Apr 30, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 36,770 | 3,600 | 0.83% | 0.92% | 473 | +683 | 1.89% | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 36,748 | 3,598 | 0.01% | 0.01% | 474 | +3,563 | 10.74% | Q1 2026 | May 08, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 36,360 | 3,559 | 1.09% | 0.82% | 475 | +356 | 0.99% | Q1 2026 | May 12, 2026 |
| PAX Financial Group, LLC | History | Reduced | 36,182 | 3,542 | 0.6% | 0.9% | 476 | -12,948 | -26.35% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 36,154 | 3,539 | 0.0% | 0.01% | 477 | -5,584 | -13.38% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 35,892 | 3,514 | 0.11% | 0.16% | 478 | -15,868 | -30.66% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 35,616 | 3,487 | 0.0% | 0.0% | 479 | -76,877 | -68.34% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 35,472 | 3,473 | 0.02% | 0.02% | 480 | -5,578 | -13.59% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 35,356 | 3,462 | 0.03% | 0.11% | 481 | -91,708 | -72.17% | Q1 2026 | Apr 07, 2026 |
| Rothschild Wealth LLC | History | Reduced | 35,312 | 3,457 | 0.31% | 0.45% | 482 | -8,931 | -20.19% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 34,827 | 3,409 | 0.15% | 0.16% | 483 | +922 | 2.72% | Q1 2026 | May 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 34,258 | 3,398 | 0.54% | 0.6% | 484 | +1,818 | 5.6% | Q1 2026 | Apr 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 34,686 | 3,396 | 0.81% | 0.64% | 486 | +12,208 | 54.31% | Q1 2026 | May 07, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 34,685 | 3,396 | 0.28% | 0.32% | 485 | -161 | -0.46% | Q1 2026 | Apr 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 34,547 | 3,382 | 0.33% | 0.15% | 487 | +20,310 | 142.66% | Q1 2026 | May 06, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 34,271 | 3,355 | 0.25% | 0.3% | 488 | -3,217 | -8.58% | Q1 2026 | May 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 34,224 | 3,350 | 0.08% | 0.08% | 489 | +1,595 | 4.89% | Q1 2026 | May 08, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 33,803 | 3,309 | 0.57% | 0.61% | 490 | +18 | 0.05% | Q1 2026 | May 04, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 33,526 | 3,282 | 1.32% | 1.49% | 491 | -1,803 | -5.1% | Q1 2026 | Apr 08, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 33,339 | 3,264 | 1.3% | 1.99% | 492 | -10,877 | -24.6% | Q1 2026 | May 08, 2026 |
| Chatterton & Associates Inc. | History | Reduced | 31,129 | 3,237 | 2.27% | 5.62% | 493 | -30,403 | -49.41% | Q1 2026 | Apr 20, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 33,023 | 3,233 | 0.2% | 0.22% | 494 | -242 | -0.73% | Q1 2026 | May 14, 2026 |
| RKL Wealth Management LLC | History | Reduced | 32,863 | 3,217 | 0.29% | 0.3% | 495 | -1,497 | -4.36% | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | Added to | 32,683 | 3,199 | 0.6% | 0.67% | 496 | +650 | 2.03% | Q1 2026 | May 07, 2026 |
| SkyOak Wealth, LLC | History | Added to | 32,578 | 3,189 | 0.58% | 0.6% | 497 | +1,492 | 4.8% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 32,469 | 3,179 | 0.1% | 0.12% | 498 | -1,244 | -3.69% | Q1 2026 | May 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 32,367 | 3,169 | 0.86% | 0.86% | 499 | -458 | -1.4% | Q1 2026 | Apr 28, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 32,263 | 3,158 | 3.23% | 3.33% | 500 | +2,336 | 7.81% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 32,156 | 3,148 | 0.0% | 0.0% | 501 | +25,216 | 363.34% | Q1 2026 | May 13, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 31,892 | 3,122 | 0.37% | 0.4% | 502 | -405 | -1.25% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management, LLC | History | Reduced | 31,262 | 3,060 | 2.06% | 2.25% | 503 | -20 | -0.06% | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 30,853 | 3,020 | 0.51% | 0.56% | 504 | -253 | -0.81% | Q1 2026 | May 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 30,714 | 3,007 | 0.13% | 0.19% | 505 | -7,575 | -19.78% | Q1 2026 | May 12, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 30,676 | 3,003 | 1.93% | 1.88% | 506 | +4,302 | 16.31% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 30,570 | 2,993 | 0.0% | 0.0% | 507 | +3,335 | 12.25% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 30,436 | 2,979 | 0.02% | 0.03% | 508 | -15,181 | -33.28% | Q1 2026 | May 15, 2026 |
| McMill Wealth Management | History | New | 98,747 | 2,969 | 0.79% | — | 509 | +98,747 | New | Q1 2026 | May 13, 2026 |
| Idaho Trust Co | History | Reduced | 30,295 | 2,966 | 0.96% | 1.35% | 510 | -7,792 | -20.46% | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 30,035 | 2,940 | 0.32% | 0.36% | 512 | -1,506 | -4.77% | Q1 2026 | Apr 22, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 30,030 | 2,940 | 0.6% | 0.67% | 511 | +304 | 1.02% | Q1 2026 | Apr 20, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 29,752 | 2,913 | 1.08% | 1.16% | 513 | +853 | 2.95% | Q1 2026 | Apr 23, 2026 |
| Advisor OS, LLC | History | Reduced | 29,695 | 2,907 | 0.21% | 0.6% | 514 | -39,810 | -57.28% | Q1 2026 | May 07, 2026 |
| Shum Financial Group, Inc. | History | Added to | 29,351 | 2,873 | 2.03% | 2.24% | 515 | +246 | 0.85% | Q1 2026 | Apr 22, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 28,556 | 2,795 | 0.21% | 0.25% | 516 | -1,340 | -4.48% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | Reduced | 28,472 | 2,787 | 0.07% | 0.07% | 517 | -1,288 | -4.33% | Q1 2026 | May 11, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 28,427 | 2,783 | 1.09% | 1.24% | 518 | -133 | -0.47% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 28,319 | 2,772 | 0.27% | 0.29% | 519 | +34 | 0.12% | Q1 2026 | Apr 29, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 27,986 | 2,740 | 1.57% | 1.72% | 520 | -544 | -1.91% | Q1 2026 | May 13, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 27,925 | 2,734 | 1.63% | 1.61% | 521 | +1,093 | 4.07% | Q1 2026 | Apr 30, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 27,651 | 2,707 | 0.19% | 0.18% | 522 | +697 | 2.59% | Q1 2026 | May 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 27,562 | 2,698 | 1.63% | 1.82% | 523 | -1,086 | -3.79% | Q1 2026 | Apr 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 27,486 | 2,691 | 0.0% | 0.0% | 524 | +3,871 | 16.39% | Q1 2026 | May 15, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 27,413 | 2,683 | 2.22% | — | 525 | +27,413 | New | Q1 2026 | May 13, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 27,021 | 2,645 | 1.04% | 1.1% | 526 | +891 | 3.41% | Q1 2026 | May 04, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 26,791 | 2,623 | 0.63% | 0.64% | 527 | +3,771 | 16.38% | Q1 2026 | Apr 24, 2026 |
| HRT FINANCIAL LP | History | Added to | 26,703 | 2,614 | 0.01% | 0.0% | 528 | +23,226 | 667.99% | Q1 2026 | May 14, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 26,688 | 2,613 | 0.35% | 0.34% | 529 | +3,702 | 16.11% | Q1 2026 | May 04, 2026 |
| Rede Wealth, LLC | History | Added to | 26,634 | 2,607 | 0.94% | 0.97% | 530 | +441 | 1.68% | Q1 2026 | Apr 10, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 25,847 | 2,577 | 0.96% | 1.02% | 531 | +28 | 0.11% | Q1 2026 | May 01, 2026 |
| Diversified Trust Co | History | Added to | 26,087 | 2,554 | 0.05% | 0.05% | 532 | +90 | 0.35% | Q1 2026 | Apr 16, 2026 |
| COMMERCE BANK | History | Added to | 25,947 | 2,540 | 0.01% | 0.01% | 533 | +10,330 | 66.15% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 25,852 | 2,531 | 0.14% | 0.16% | 534 | +439 | 1.73% | Q1 2026 | Apr 30, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 25,704 | 2,516 | 0.75% | 0.79% | 535 | +158 | 0.62% | Q1 2026 | Apr 22, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 25,473 | 2,494 | 0.49% | 0.46% | 536 | +5,151 | 25.35% | Q1 2026 | May 15, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 25,381 | 2,485 | 2.19% | 1.73% | 537 | +1,828 | 7.76% | Q1 2026 | May 04, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 25,382 | 2,485 | 2.22% | 2.19% | 538 | +1,496 | 6.26% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 25,201 | 2,467 | 0.01% | 0.01% | 539 | +2,779 | 12.39% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 25,111 | 2,458 | 0.09% | 0.06% | 540 | +8,955 | 55.43% | Q1 2026 | Apr 28, 2026 |
| Brookwood Investment Group LLC | History | Added to | 24,575 | 2,406 | 0.3% | 0.31% | 541 | +241 | 0.99% | Q1 2026 | May 04, 2026 |
| Curran Financial Partners, LLC | History | Added to | 23,830 | 2,333 | 0.42% | 0.48% | 543 | +42 | 0.18% | Q1 2026 | Apr 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 23,830 | 2,333 | 0.17% | 0.18% | 542 | -1 | -0.0% | Q1 2026 | May 15, 2026 |
| Iowa State Bank | History | Reduced | 23,808 | 2,331 | 0.43% | 0.51% | 544 | -1,798 | -7.02% | Q1 2026 | Apr 15, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 23,631 | 2,313 | 1.58% | 2.23% | 545 | -7,509 | -24.11% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 23,432 | 2,294 | 0.17% | 0.2% | 546 | -1,543 | -6.18% | Q1 2026 | Apr 14, 2026 |
| Navigate Wealth Management, LLC | History | New | 20,687 | 2,271 | 1.59% | — | 547 | +20,687 | New | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 23,176 | 2,269 | 0.0% | 0.0% | 548 | -3,298 | -12.46% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 23,036 | 2,255 | 0.49% | 0.69% | 549 | -6,873 | -22.98% | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 22,944 | 2,246 | 0.08% | 0.1% | 550 | -1,767 | -7.15% | Q1 2026 | Apr 20, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 22,491 | 2,202 | 0.64% | 0.74% | 551 | -771 | -3.31% | Q1 2026 | May 15, 2026 |
| MKT Advisors LLC | History | Added to | 21,970 | 2,200 | 0.74% | 0.74% | 552 | +1,783 | 8.83% | Q1 2026 | Apr 10, 2026 |
| ESL Trust Services, LLC | History | Reduced | 22,277 | 2,181 | 0.42% | 0.6% | 553 | -7,236 | -24.52% | Q1 2026 | May 07, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 22,265 | 2,179 | 1.01% | 1.1% | 554 | -650 | -2.84% | Q1 2026 | Apr 13, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 22,228 | 2,176 | 0.96% | 1.15% | 555 | -1,010 | -4.35% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 22,030 | 2,156 | 0.03% | 0.44% | 556 | -245,090 | -91.75% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 21,994 | 2,153 | 0.08% | 0.11% | 557 | -1,779 | -7.48% | Q1 2026 | Apr 29, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 21,916 | 2,145 | 0.51% | 0.74% | 558 | -250 | -1.13% | Q1 2026 | May 15, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 21,491 | 2,131 | 0.79% | — | 559 | +21,491 | New | Q1 2026 | Apr 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 21,465 | 2,101 | 0.11% | 0.12% | 560 | -40 | -0.19% | Q1 2026 | May 15, 2026 |
| Alliance Private Wealth, LLC | History | No change | 21,285 | 2,084 | 0.75% | 0.78% | 561 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 20,877 | 2,044 | 0.22% | 0.29% | 562 | -4,223 | -16.82% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 20,854 | 2,041 | 0.03% | 0.07% | 563 | -19,570 | -48.41% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 20,853 | 2,041 | 0.86% | 0.99% | 564 | -97 | -0.46% | Q1 2026 | Apr 08, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 20,612 | 2,018 | 1.1% | 1.24% | 565 | -795 | -3.71% | Q1 2026 | Apr 21, 2026 |
| Intrua Financial, LLC | History | Reduced | 20,576 | 2,014 | 0.21% | 0.24% | 566 | -424 | -2.02% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 20,531 | 2,010 | 0.02% | 0.02% | 567 | -2,091 | -9.24% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Added to | 20,527 | 2,009 | 0.01% | 0.02% | 568 | +10,909 | 113.42% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Added to | 20,527 | 2,009 | 0.09% | 0.09% | 569 | +2,246 | 12.29% | Q1 2026 | May 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 20,512 | 2,008 | 0.15% | — | 570 | +20,512 | New | Q1 2026 | Apr 30, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 20,296 | 1,987 | 0.44% | 0.48% | 571 | -353 | -1.71% | Q1 2026 | May 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 20,160 | 1,973 | 0.0% | 0.06% | 572 | -188,607 | -90.34% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 16,791 | 1,973 | 0.05% | 0.16% | 573 | -17,644 | -51.24% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 17,986 | 1,967 | 0.12% | 0.13% | 574 | +51 | 0.28% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 19,935 | 1,951 | 0.01% | 0.01% | 575 | -2,917 | -12.76% | Q1 2026 | May 11, 2026 |
| Palatine Hill Wealth Management, LLC | History | Added to | 19,698 | 1,928 | 1.68% | 1.68% | 576 | +205 | 1.05% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,566 | 1,915 | 0.02% | 0.37% | 577 | -451,956 | -95.85% | Q1 2026 | May 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 19,370 | 1,896 | 0.6% | 0.49% | 579 | +6,048 | 45.4% | Q1 2026 | Apr 15, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 19,372 | 1,896 | 0.48% | 0.66% | 578 | -2,591 | -11.8% | Q1 2026 | Apr 28, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 19,305 | 1,890 | 1.35% | 1.55% | 580 | -126 | -0.65% | Q1 2026 | May 19, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 19,238 | 1,883 | 0.26% | 0.31% | 581 | -2,385 | -11.03% | Q1 2026 | Apr 15, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 19,175 | 1,877 | 0.9% | 1.19% | 582 | -5,218 | -21.39% | Q1 2026 | Apr 27, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 19,083 | 1,868 | 1.33% | 3.92% | 583 | -32,168 | -62.77% | Q1 2026 | May 12, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 18,784 | 1,839 | 0.52% | 0.55% | 584 | -35 | -0.19% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 18,770 | 1,837 | 0.11% | 0.11% | 585 | +2,075 | 12.43% | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 18,707 | 1,831 | 0.36% | 7.13% | 586 | -298,314 | -94.1% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,695 | 1,830 | 0.01% | 0.01% | 587 | +249 | 1.35% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 18,655 | 1,826 | 0.0% | 0.01% | 588 | -42,336 | -69.41% | Q1 2026 | May 06, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 18,518 | 1,813 | 0.99% | 1.02% | 589 | -33 | -0.18% | Q1 2026 | Apr 30, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 18,502 | 1,811 | 0.41% | 0.48% | 590 | -210 | -1.12% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 18,407 | 1,802 | 0.19% | 0.22% | 591 | -272 | -1.46% | Q1 2026 | May 04, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 16,291 | 1,781 | 0.56% | 0.6% | 592 | +34 | 0.21% | Q1 2026 | Apr 17, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 18,200 | 1,781 | 0.49% | 0.51% | 593 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 18,072 | 1,769 | 0.25% | 0.15% | 594 | +9,159 | 102.76% | Q1 2026 | May 08, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 15,876 | 1,743 | 0.19% | 1.29% | 595 | -71,821 | -81.9% | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 17,595 | 1,722 | 0.08% | 0.08% | 596 | +3,226 | 22.45% | Q1 2026 | Apr 15, 2026 |
| Brooklyn Investment Group | History | New | 17,479 | 1,711 | 0.05% | — | 597 | +17,479 | New | Q1 2026 | Apr 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 17,385 | 1,702 | 0.1% | 0.11% | 598 | +4 | 0.02% | Q1 2026 | May 12, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 15,144 | 1,692 | 0.26% | 0.26% | 599 | +84 | 0.56% | Q1 2026 | Apr 23, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 17,686 | 1,676 | 0.17% | 0.16% | 600 | +1,967 | 12.51% | Q1 2026 | May 12, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 17,084 | 1,672 | 1.01% | 1.11% | 601 | -963 | -5.34% | Q1 2026 | Apr 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 17,032 | 1,667 | 0.09% | 0.03% | 602 | +14,263 | 515.1% | Q1 2026 | Apr 21, 2026 |
| Latitude Advisors, LLC | History | Added to | 17,012 | 1,665 | 0.76% | 0.79% | 603 | +219 | 1.3% | Q1 2026 | Apr 27, 2026 |
| Callan Family Office, LLC | History | Reduced | 16,714 | 1,636 | 0.04% | 0.04% | 604 | -858 | -4.88% | Q1 2026 | May 13, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 16,699 | 1,634 | 1.56% | 1.32% | 605 | +3,980 | 31.29% | Q1 2026 | May 04, 2026 |
| Wall Capital Group, Inc. | History | Added to | 16,546 | 1,619 | 1.73% | 1.56% | 606 | +1,183 | 7.7% | Q1 2026 | Apr 20, 2026 |
| SFMG, LLC | History | No change | 16,439 | 1,609 | 0.11% | 0.12% | 607 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ignite Planners, LLC | History | Added to | 16,371 | 1,602 | 0.25% | 0.27% | 608 | +17 | 0.1% | Q1 2026 | Apr 17, 2026 |
| Krilogy Financial LLC | History | Added to | 14,479 | 1,586 | 0.05% | 0.05% | 609 | +131 | 0.91% | Q1 2026 | Apr 17, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 15,833 | 1,578 | 0.1% | 0.1% | 610 | +68 | 0.43% | Q1 2026 | Apr 07, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 16,019 | 1,568 | 0.01% | 0.0% | 611 | +11,813 | 280.86% | Q1 2026 | Apr 24, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 16,008 | 1,567 | 0.2% | 0.25% | 612 | -1,761 | -9.91% | Q1 2026 | May 04, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 15,861 | 1,552 | 1.18% | 1.23% | 613 | +111 | 0.7% | Q1 2026 | May 08, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 15,753 | 1,542 | 0.58% | 0.66% | 614 | -1,119 | -6.63% | Q1 2026 | May 11, 2026 |
| JERICHO FINANCIAL, LLP | History | Added to | 15,675 | 1,534 | 0.97% | 0.99% | 615 | +307 | 2.0% | Q1 2026 | Apr 29, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 15,614 | 1,528 | 0.78% | 0.89% | 616 | +45 | 0.29% | Q1 2026 | May 15, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 15,521 | 1,519 | 0.81% | 1.0% | 617 | -50 | -0.32% | Q1 2026 | Apr 14, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 15,263 | 1,494 | 0.6% | 0.7% | 618 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 15,203 | 1,488 | 0.37% | 0.65% | 619 | +8,507 | 127.05% | Q1 2026 | May 12, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 15,187 | 1,486 | 0.35% | 0.46% | 621 | -2,921 | -16.13% | Q1 2026 | May 08, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 15,183 | 1,486 | 0.11% | 0.13% | 620 | -903 | -5.61% | Q1 2026 | Apr 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 15,170 | 1,485 | 0.02% | 0.02% | 622 | -855 | -5.34% | Q1 2026 | Apr 21, 2026 |
| Sun Financial Inc | History | Reduced | 12,340 | 1,484 | 0.74% | 0.78% | 623 | -706 | -5.41% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 15,149 | 1,483 | 0.1% | 0.12% | 624 | -1,631 | -9.72% | Q1 2026 | May 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 15,104 | 1,478 | 0.2% | 0.15% | 625 | +6,236 | 70.32% | Q1 2026 | Apr 08, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 15,032 | 1,471 | 0.58% | 0.61% | 626 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 14,970 | 1,465 | 0.54% | 0.63% | 627 | -1,320 | -8.1% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 14,810 | 1,450 | 0.03% | 0.04% | 628 | -4,823 | -24.57% | Q1 2026 | Apr 10, 2026 |
| Beacon Capital Management, LLC | History | Added to | 14,771 | 1,446 | 0.26% | 0.15% | 629 | +5,597 | 61.01% | Q1 2026 | May 11, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 14,728 | 1,442 | 0.87% | 1.14% | 630 | -2,202 | -13.01% | Q1 2026 | May 05, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 14,655 | 1,434 | 0.31% | 0.38% | 631 | -1,164 | -7.36% | Q1 2026 | Apr 27, 2026 |
| Invesco Ltd. | History | Reduced | 14,632 | 1,432 | 0.0% | 0.0% | 632 | -2,492 | -14.55% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | Added to | 14,508 | 1,420 | 0.23% | 0.35% | 633 | +36 | 0.25% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 14,201 | 1,390 | 0.46% | 0.5% | 634 | +15 | 0.11% | Q1 2026 | May 08, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,976 | 1,384 | 0.11% | 0.11% | 635 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrity Wealth Partners, LLC | History | New | 14,105 | 1,381 | 1.24% | — | 636 | +14,105 | New | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 14,104 | 1,380 | 0.01% | 0.01% | 637 | +724 | 5.41% | Q1 2026 | May 08, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 13,967 | 1,367 | 0.41% | 0.48% | 638 | -396 | -2.76% | Q1 2026 | Apr 06, 2026 |
| Vantage Point Financial LLC | History | Added to | 13,963 | 1,367 | 0.48% | 0.52% | 639 | +285 | 2.08% | Q1 2026 | May 01, 2026 |
| ES4, LLC | History | Reduced | 13,929 | 1,363 | 0.88% | 1.1% | 640 | -1,023 | -6.84% | Q1 2026 | Apr 29, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 13,782 | 1,349 | 0.23% | 0.13% | 641 | +8,755 | 174.16% | Q1 2026 | Apr 09, 2026 |
| River Street Advisors LLC | History | Added to | 13,687 | 1,340 | 0.45% | 0.53% | 642 | +509 | 3.86% | Q1 2026 | Apr 21, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 13,589 | 1,330 | 0.35% | 0.37% | 643 | +559 | 4.29% | Q1 2026 | Apr 10, 2026 |
| rebel Financial LLC | History | Reduced | 13,570 | 1,328 | 0.58% | 0.62% | 644 | -118 | -0.86% | Q1 2026 | Apr 24, 2026 |
| Joule Financial, LLC | History | Added to | 13,505 | 1,322 | 0.39% | 0.08% | 645 | +10,994 | 437.83% | Q1 2026 | Apr 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 13,440 | 1,315 | 0.01% | 0.0% | 646 | +61 | 0.46% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | New | 5,865 | 1,307 | 0.37% | — | 647 | +5,865 | New | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 13,290 | 1,301 | 0.0% | 0.0% | 648 | +3,921 | 41.85% | Q1 2026 | May 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 13,278 | 1,300 | 0.03% | 0.03% | 649 | +3,160 | 31.23% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 13,256 | 1,298 | 0.04% | 0.04% | 650 | +949 | 7.71% | Q1 2026 | Apr 21, 2026 |
| Bill Few Associates, Inc. | History | Added to | 13,260 | 1,298 | 0.31% | 0.34% | 651 | +432 | 3.37% | Q1 2026 | Apr 08, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 13,056 | 1,278 | 0.08% | 0.06% | 652 | +4,354 | 50.03% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 13,015 | 1,274 | 0.08% | 0.09% | 653 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 12,909 | 1,263 | 0.18% | 0.22% | 654 | -870 | -6.31% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 11,124 | 1,235 | 0.02% | 0.02% | 655 | +1,208 | 12.18% | Q1 2026 | Apr 20, 2026 |
| Caldwell Trust Co | History | No change | 12,599 | 1,233 | 0.11% | 0.12% | 656 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 12,544 | 1,228 | 1.23% | 1.63% | 657 | -3,600 | -22.3% | Q1 2026 | May 13, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 12,450 | 1,218 | 0.18% | 0.2% | 658 | -9 | -0.07% | Q1 2026 | Apr 24, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 12,406 | 1,214 | 0.12% | 0.14% | 659 | +147 | 1.2% | Q1 2026 | Apr 30, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 12,324 | 1,206 | 0.44% | 0.49% | 660 | -145 | -1.16% | Q1 2026 | Apr 27, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 14,936 | 1,200 | 0.38% | 0.28% | 661 | +922 | 6.58% | Q1 2026 | Apr 23, 2026 |
| Sunesis Advisors, LLC | History | No change | 12,221 | 1,196 | 0.54% | 0.59% | 662 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 12,122 | 1,187 | 0.24% | 0.31% | 663 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 12,581 | 1,183 | 0.01% | — | 664 | +12,581 | New | Q1 2026 | May 12, 2026 |
| CV Advisors LLC | History | No change | 12,035 | 1,178 | 0.32% | 0.33% | 665 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 11,975 | 1,172 | 0.13% | 0.17% | 667 | -1,654 | -12.14% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Reduced | 10,305 | 1,172 | 0.14% | 0.15% | 666 | -424 | -3.95% | Q1 2026 | May 06, 2026 |
| Wells Financial Advisors INC | History | Reduced | 11,965 | 1,171 | 5.33% | 4.43% | 668 | -9,901 | -45.28% | Q1 2026 | May 07, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 11,920 | 1,167 | 0.15% | 0.17% | 669 | -581 | -4.65% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 11,885 | 1,163 | 0.03% | 0.06% | 670 | +652 | 5.8% | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 11,828 | 1,158 | 0.08% | 0.08% | 671 | +2,080 | 21.34% | Q1 2026 | Apr 17, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 11,783 | 1,154 | 0.38% | 0.39% | 672 | -230 | -1.91% | Q1 2026 | May 07, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 11,779 | 1,153 | 0.21% | 0.23% | 673 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 11,764 | 1,151 | 0.23% | 0.16% | 674 | +4,747 | 67.65% | Q1 2026 | May 01, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 11,696 | 1,145 | 0.04% | 0.05% | 675 | -449 | -3.7% | Q1 2026 | Apr 10, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 11,643 | 1,139 | 0.34% | 0.39% | 676 | -111 | -0.94% | Q1 2026 | Apr 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,616 | 1,137 | 0.06% | 0.06% | 677 | +1,089 | 10.34% | Q1 2026 | Apr 17, 2026 |
| Tidal Investments LLC | History | Added to | 11,616 | 1,137 | 0.0% | 0.0% | 678 | +584 | 5.29% | Q1 2026 | May 15, 2026 |
| Claris Financial LLC | History | Reduced | 11,491 | 1,125 | 0.62% | 0.68% | 679 | -533 | -4.43% | Q1 2026 | May 18, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 11,481 | 1,124 | 0.69% | 0.75% | 680 | -104 | -0.9% | Q1 2026 | Apr 22, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 11,457 | 1,121 | 0.25% | 0.28% | 681 | -259 | -2.21% | Q1 2026 | Apr 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 11,393 | 1,115 | 0.0% | 0.0% | 682 | +2,266 | 24.83% | Q1 2026 | May 05, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 11,370 | 1,113 | 0.8% | 0.89% | 683 | -35 | -0.31% | Q1 2026 | Apr 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 11,343 | 1,110 | 0.03% | 0.5% | 684 | -115,804 | -91.08% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 9,422 | 1,107 | 0.11% | 0.13% | 685 | +140 | 1.51% | Q1 2026 | May 12, 2026 |
| FineMark National Bank & Trust | History | No change | 10,342 | 1,103 | 0.03% | 0.03% | 686 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 11,247 | 1,101 | 0.45% | 0.43% | 687 | +1,086 | 10.69% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 11,175 | 1,094 | 0.05% | 0.09% | 688 | -6,656 | -37.33% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,063 | 1,083 | 0.03% | 0.03% | 689 | +640 | 6.14% | Q1 2026 | May 14, 2026 |
| Sherman Wealth Management LLC | History | Added to | 11,068 | 1,083 | 0.93% | 1.01% | 690 | +162 | 1.49% | Q1 2026 | Apr 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 11,043 | 1,081 | 0.04% | 0.05% | 691 | +571 | 5.45% | Q1 2026 | May 07, 2026 |
| MY Wealth Management Inc. | History | Added to | 13,340 | 1,072 | 1.04% | 1.16% | 692 | +880 | 7.06% | Q1 2026 | May 01, 2026 |
| SEI INVESTMENTS CO | History | Added to | 10,890 | 1,066 | 0.0% | 0.0% | 693 | +4,141 | 61.36% | Q1 2026 | May 13, 2026 |
| Altman Advisors, Inc. | History | Reduced | 84,595 | 1,061 | 0.44% | 0.48% | 694 | -7,826 | -8.47% | Q1 2026 | May 05, 2026 |
| Texas Yale Capital Corp. | History | Added to | 10,789 | 1,056 | 0.03% | 0.03% | 695 | +2,000 | 22.76% | Q1 2026 | May 04, 2026 |
| Certified Advisory Corp | History | Added to | 10,682 | 1,045 | 0.09% | 0.1% | 696 | +119 | 1.13% | Q1 2026 | Apr 17, 2026 |
| GGM Financial LLC | History | Added to | 10,601 | 1,037 | 0.48% | 0.54% | 697 | +146 | 1.4% | Q1 2026 | May 11, 2026 |
| Lantz Financial LLC | History | No change | 10,577 | 1,035 | 0.21% | 0.24% | 698 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| DGS Capital Management, LLC | History | Reduced | 10,549 | 1,032 | 0.17% | 0.19% | 699 | -67 | -0.63% | Q1 2026 | Apr 28, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 10,432 | 1,021 | 0.11% | 0.12% | 700 | +188 | 1.84% | Q1 2026 | May 11, 2026 |
| POTENTIA WEALTH | History | Reduced | 10,406 | 1,018 | 0.39% | 0.44% | 701 | -722 | -6.49% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,380 | 1,016 | 0.05% | 0.04% | 702 | +1,158 | 12.56% | Q1 2026 | Apr 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,360 | 1,014 | 0.03% | 0.03% | 703 | -334 | -3.12% | Q1 2026 | Apr 15, 2026 |
| BankPlus Trust Department | History | No change | 10,289 | 1,007 | 0.27% | 0.29% | 704 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 10,245 | 1,003 | 0.12% | 0.14% | 705 | -175 | -1.68% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | Reduced | 10,222 | 1,000 | 0.03% | 0.04% | 706 | -1,572 | -13.33% | Q1 2026 | Apr 22, 2026 |
| KINTRA WEALTH, LLC | History | New | 10,176 | 996 | 0.07% | — | 707 | +10,176 | New | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | No change | 10,166 | 995 | 0.09% | 0.11% | 708 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FC Advisory LLC | History | Added to | 10,137 | 992 | 0.29% | 0.3% | 709 | +448 | 4.62% | Q1 2026 | Apr 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 10,099 | 988 | 0.01% | 0.01% | 710 | +262 | 2.66% | Q1 2026 | Apr 13, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 10,072 | 986 | 0.17% | 0.19% | 711 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 9,868 | 966 | 1.03% | 1.2% | 712 | -892 | -8.29% | Q1 2026 | Apr 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 9,859 | 965 | 0.06% | 0.07% | 713 | -222 | -2.2% | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 9,839 | 963 | 0.06% | 0.09% | 714 | -3,706 | -27.36% | Q1 2026 | Apr 30, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 9,799 | 959 | 0.64% | 0.71% | 715 | -670 | -6.4% | Q1 2026 | Apr 21, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 9,781 | 957 | 0.75% | 0.7% | 716 | +1,884 | 23.86% | Q1 2026 | Apr 24, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 9,697 | 949 | 0.24% | 0.27% | 717 | -23 | -0.24% | Q1 2026 | Apr 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,668 | 946 | 0.01% | 0.01% | 718 | +294 | 3.14% | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 9,631 | 942 | 0.03% | 0.03% | 719 | +24 | 0.25% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,579 | 937 | 0.01% | 0.02% | 720 | +6 | 0.06% | Q1 2026 | Apr 07, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 9,566 | 936 | 1.48% | 1.82% | 721 | +41 | 0.43% | Q1 2026 | Apr 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 9,522 | 932 | 0.01% | 0.02% | 722 | -1,928 | -16.84% | Q1 2026 | May 12, 2026 |
| Capital Management Associates, Inc | History | Added to | 9,482 | 928 | 0.21% | 0.21% | 723 | +450 | 4.98% | Q1 2026 | Apr 22, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 9,428 | 923 | 0.19% | 0.2% | 724 | -376 | -3.84% | Q1 2026 | Apr 13, 2026 |
| FreeGulliver LLC | History | Reduced | 9,347 | 915 | 0.39% | 0.45% | 725 | -2,237 | -19.31% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 9,279 | 908 | 0.03% | 0.03% | 726 | -11 | -0.12% | Q1 2026 | Apr 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 9,227 | 903 | 0.12% | — | 727 | +9,227 | New | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,204 | 901 | 0.05% | 0.05% | 728 | +2,121 | 29.94% | Q1 2026 | Apr 13, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 9,173 | 898 | 0.51% | 0.55% | 729 | -17 | -0.18% | Q1 2026 | Apr 24, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 9,162 | 897 | 0.09% | 0.16% | 730 | -4,536 | -33.11% | Q1 2026 | May 06, 2026 |
| Elser Financial Planning, Inc | History | New | 1,377 | 895 | 0.04% | — | 731 | +1,377 | New | Q1 2026 | Apr 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 8,387 | 894 | 0.18% | 0.18% | 732 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 9,070 | 888 | 0.23% | 0.2% | 733 | +900 | 11.02% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 9,029 | 884 | 0.12% | 0.14% | 734 | -105 | -1.15% | Q1 2026 | May 11, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 8,981 | 879 | 0.54% | 0.66% | 735 | +32 | 0.36% | Q1 2026 | May 05, 2026 |
| Vanguard National Trust Co | History | New | 8,890 | 870 | 0.05% | — | 736 | +8,890 | New | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 8,883 | 869 | 0.0% | 0.0% | 737 | -291 | -3.17% | Q1 2026 | May 13, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 8,858 | 867 | 0.2% | 0.25% | 738 | -873 | -8.97% | Q1 2026 | Apr 24, 2026 |
| Orin Green Financial, LLC | History | No change | 8,861 | 867 | 0.36% | 0.38% | 739 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 8,802 | 861 | 0.66% | 0.71% | 740 | -140 | -1.57% | Q1 2026 | May 08, 2026 |
| PROTECTIVE LIFE CORP | History | New | 8,716 | 853 | 2.84% | — | 741 | +8,716 | New | Q1 2026 | May 13, 2026 |
| Accredited Investors Inc. | History | New | 8,680 | 849 | 0.05% | — | 742 | +8,680 | New | Q1 2026 | Apr 30, 2026 |
| Advisor Resource Council | History | Added to | 8,658 | 847 | 0.27% | 0.3% | 743 | +787 | 10.0% | Q1 2026 | May 07, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 8,590 | 841 | 0.65% | 0.74% | 744 | -208 | -2.36% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 8,519 | 834 | 0.05% | 0.06% | 745 | -1,113 | -11.56% | Q1 2026 | Apr 24, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 8,500 | 832 | 0.0% | 0.0% | 746 | -723 | -7.84% | Q1 2026 | May 08, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 7,762 | 828 | 0.03% | 0.03% | 747 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Americana Partners, LLC | History | No change | 8,415 | 823 | 0.02% | 0.02% | 748 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 8,382 | 820 | 0.01% | 0.01% | 749 | +337 | 4.19% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 7,654 | 816 | 0.02% | 0.02% | 750 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 8,277 | 810 | 0.01% | 0.01% | 751 | -2,209 | -21.07% | Q1 2026 | May 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 8,184 | 801 | 0.44% | 0.54% | 752 | +11 | 0.13% | Q1 2026 | Apr 16, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 8,174 | 800 | 0.6% | 0.65% | 753 | -357 | -4.18% | Q1 2026 | Apr 17, 2026 |
| Global Financial Private Client, LLC | History | Added to | 8,132 | 796 | 0.26% | 0.24% | 754 | +1,831 | 29.06% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 8,084 | 791 | 0.01% | 0.01% | 755 | +941 | 13.17% | Q1 2026 | Apr 17, 2026 |
| Monetary Solutions, Ltd | History | Added to | 8,074 | 790 | 0.76% | 0.82% | 756 | +244 | 3.12% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,389 | 788 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,043 | 787 | 0.03% | 0.02% | 758 | +1,019 | 14.51% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,033 | 786 | 0.01% | 0.01% | 759 | +61 | 0.77% | Q1 2026 | Apr 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 7,920 | 775 | 0.03% | 0.02% | 761 | +2,759 | 53.46% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 7,918 | 775 | 0.02% | 0.03% | 760 | -149 | -1.85% | Q1 2026 | May 11, 2026 |
| PKS Advisory Services, LLC | History | Added to | 7,773 | 773 | 0.18% | 0.17% | 762 | +680 | 9.59% | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 7,849 | 768 | 0.01% | 0.01% | 763 | -1,776 | -18.45% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 7,846 | 768 | 0.01% | 0.01% | 764 | +277 | 3.66% | Q1 2026 | Apr 28, 2026 |
| Shulman DeMeo Asset Management LLC | History | New | 7,826 | 766 | 0.16% | — | 765 | +7,826 | New | Q1 2026 | Apr 09, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 7,577 | 741 | 0.13% | 0.15% | 766 | +120 | 1.61% | Q1 2026 | May 11, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 7,558 | 740 | 0.03% | 0.03% | 767 | -6 | -0.08% | Q1 2026 | May 14, 2026 |
| 55 North Private Wealth, LLC | History | New | 7,538 | 738 | 0.19% | — | 768 | +7,538 | New | Q1 2026 | Apr 17, 2026 |
| Wallington Asset Management, LLC | History | Added to | 7,500 | 734 | 0.1% | 0.1% | 769 | +270 | 3.73% | Q1 2026 | Apr 22, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 7,472 | 731 | 0.17% | 0.19% | 770 | -229 | -2.97% | Q1 2026 | Apr 28, 2026 |
| MOR Wealth Management, LLC | History | Added to | 7,460 | 730 | 0.33% | 0.11% | 771 | +5,250 | 237.56% | Q1 2026 | Apr 24, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 7,448 | 729 | 0.06% | 0.08% | 772 | -235 | -3.06% | Q1 2026 | Apr 16, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 7,437 | 728 | 0.23% | 0.22% | 773 | +1,040 | 16.26% | Q1 2026 | May 13, 2026 |
| 626 Financial, LLC | History | Reduced | 7,424 | 726 | 0.32% | 0.35% | 774 | -186 | -2.44% | Q1 2026 | Apr 23, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 7,364 | 721 | 0.75% | 0.74% | 775 | +609 | 9.02% | Q1 2026 | Apr 23, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 7,354 | 720 | 0.04% | 0.04% | 776 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,339 | 718 | 0.03% | 0.03% | 777 | -1,024 | -12.24% | Q1 2026 | Apr 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 7,323 | 717 | 0.0% | 0.01% | 778 | -2,696 | -26.91% | Q1 2026 | May 07, 2026 |
| KM Capital Management Ltd. | History | Reduced | 5,931 | 704 | 0.47% | 0.77% | 779 | -8,265 | -58.22% | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,176 | 702 | 0.04% | 0.04% | 780 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 7,118 | 696 | 1.05% | 1.15% | 781 | -42 | -0.59% | Q1 2026 | May 05, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 7,104 | 695 | 0.41% | 0.45% | 782 | +3,327 | 88.09% | Q1 2026 | Apr 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,085 | 693 | 0.02% | 0.01% | 783 | +4,521 | 176.33% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Added to | 7,075 | 692 | 0.04% | 0.04% | 784 | +12 | 0.17% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,051 | 690 | 0.02% | 0.02% | 785 | -806 | -10.26% | Q1 2026 | Apr 27, 2026 |
| Ellevest, Inc. | History | Reduced | 7,041 | 689 | 0.1% | 0.11% | 786 | -97 | -1.36% | Q1 2026 | May 11, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 7,036 | 688 | 0.28% | 0.28% | 787 | +440 | 6.67% | Q1 2026 | Apr 24, 2026 |
| Pandora Wealth, Inc. | History | No change | 6,430 | 686 | 0.42% | 0.42% | 788 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 6,981 | 683 | 0.04% | 0.04% | 789 | -1,367 | -16.38% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 6,975 | 682 | 0.01% | 0.02% | 790 | -7,441 | -51.62% | Q1 2026 | May 08, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 7,235 | 680 | 0.58% | 0.68% | 791 | -245 | -3.28% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | Reduced | 6,937 | 679 | 0.01% | 0.01% | 792 | -53 | -0.76% | Q1 2026 | May 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,915 | 677 | 0.05% | 0.05% | 793 | -193 | -2.72% | Q1 2026 | May 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 6,898 | 675 | 0.01% | 0.01% | 794 | -52 | -0.75% | Q1 2026 | May 13, 2026 |
| Wick Capital Partners, LLC | History | No change | 8,753 | 669 | 0.12% | 0.13% | 795 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | New | 6,813 | 667 | 0.04% | — | 796 | +6,813 | New | Q1 2026 | May 01, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 6,698 | 655 | 0.09% | 0.12% | 797 | -1,762 | -20.83% | Q1 2026 | Apr 21, 2026 |
| Concorde Asset Management, LLC | History | No change | 6,139 | 654 | 0.26% | 0.26% | 798 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 6,606 | 646 | 0.03% | 0.04% | 800 | -102 | -1.52% | Q1 2026 | Apr 24, 2026 |
| FULTON BANK, N.A. | History | No change | 6,607 | 646 | 0.02% | 0.02% | 799 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GREENLEAF TRUST | History | No change | 6,592 | 645 | 0.01% | 0.01% | 801 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Redwood Financial Network Corp | History | Added to | 6,587 | 644 | 0.42% | 0.41% | 802 | +581 | 9.67% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 6,547 | 641 | 0.03% | 0.04% | 803 | -514 | -7.28% | Q1 2026 | May 04, 2026 |
| Valpey Financial Services, LLC | History | Added to | 6,466 | 633 | 0.41% | 0.44% | 804 | +7 | 0.11% | Q1 2026 | May 11, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 6,455 | 632 | 0.1% | 0.13% | 805 | -639 | -9.01% | Q1 2026 | Apr 29, 2026 |
| Selby Wealth Management, LLC | History | No change | 6,443 | 630 | 0.25% | 0.28% | 806 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 6,414 | 627 | 0.19% | — | 807 | +6,414 | New | Q1 2026 | May 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,857 | 624 | 0.18% | 0.18% | 808 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 6,352 | 621 | 0.11% | 0.13% | 809 | +6 | 0.09% | Q1 2026 | May 14, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 6,302 | 617 | 0.08% | 0.12% | 810 | -2,131 | -25.27% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Reduced | 6,233 | 610 | 0.03% | 0.03% | 811 | -400 | -6.03% | Q1 2026 | Apr 30, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 6,239 | 610 | 0.04% | 0.05% | 812 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 6,215 | 608 | 0.25% | 0.27% | 813 | +820 | 15.2% | Q1 2026 | Apr 17, 2026 |
| Crescent Sterling, Ltd. | History | Reduced | 6,205 | 607 | 0.59% | 0.69% | 815 | -98 | -1.55% | Q1 2026 | Apr 07, 2026 |
| Community Bank, N.A. | History | No change | 6,202 | 607 | 0.07% | 0.08% | 814 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TFR Capital, LLC. | History | Reduced | 6,170 | 604 | 0.19% | 0.26% | 816 | -1,162 | -15.85% | Q1 2026 | May 04, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 6,158 | 602 | 0.03% | 0.03% | 817 | +15 | 0.24% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 6,148 | 601 | 0.01% | 0.01% | 818 | -214 | -3.36% | Q1 2026 | May 14, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 6,126 | 599 | 0.21% | 0.17% | 819 | -1,661 | -21.33% | Q1 2026 | May 13, 2026 |
| Cadia Private Client LLC | History | Added to | 6,100 | 597 | 0.48% | 0.3% | 821 | +2,566 | 72.61% | Q1 2026 | May 20, 2026 |
| Beacon Bank & Trust | History | Reduced | 6,106 | 597 | 0.12% | 0.15% | 820 | -979 | -13.82% | Q1 2026 | Apr 28, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 6,046 | 591 | 0.24% | 0.17% | 822 | +2,188 | 56.71% | Q1 2026 | Apr 29, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 6,038 | 591 | 0.42% | 0.47% | 823 | -11 | -0.18% | Q1 2026 | May 01, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 6,035 | 590 | 0.3% | 0.29% | 824 | +60 | 1.0% | Q1 2026 | Apr 16, 2026 |
| Intellectus Partners, LLC | History | No change | 6,019 | 589 | 0.12% | 0.12% | 825 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Indivisible Partners | History | Reduced | 6,011 | 588 | 0.05% | 0.08% | 827 | -1,016 | -14.46% | Q1 2026 | Apr 30, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 6,012 | 588 | 0.38% | 0.43% | 826 | -105 | -1.72% | Q1 2026 | May 20, 2026 |
| Black Diamond Financial, LLC | History | Added to | 5,963 | 583 | 0.06% | 0.04% | 828 | +2,691 | 82.24% | Q1 2026 | May 05, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 5,943 | 581 | 0.15% | 0.17% | 829 | -217 | -3.52% | Q1 2026 | May 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 5,875 | 575 | 0.03% | 0.04% | 830 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 5,871 | 574 | 0.02% | 0.02% | 832 | -1,303 | -18.16% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 5,865 | 574 | 0.01% | 0.01% | 831 | +579 | 10.95% | Q1 2026 | May 05, 2026 |
| Realta Investment Advisors | History | Added to | 5,872 | 574 | 0.2% | 0.2% | 833 | +249 | 4.43% | Q1 2026 | Apr 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 5,838 | 571 | 0.03% | 0.04% | 834 | -20 | -0.34% | Q1 2026 | May 13, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 5,814 | 569 | 0.02% | 0.02% | 835 | +438 | 8.15% | Q1 2026 | May 05, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 5,811 | 568 | 0.03% | 0.04% | 836 | -365 | -5.91% | Q1 2026 | May 11, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 5,804 | 568 | 0.24% | 0.21% | 837 | +96 | 1.68% | Q1 2026 | Apr 20, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 5,772 | 565 | 0.08% | 0.09% | 838 | +82 | 1.44% | Q1 2026 | Apr 29, 2026 |
| Fox Financial, Inc | History | Reduced | 5,762 | 564 | 0.46% | 0.5% | 839 | -100 | -1.71% | Q1 2026 | May 07, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 5,745 | 562 | 0.09% | 0.1% | 840 | -35 | -0.61% | Q1 2026 | May 07, 2026 |
| JMN Financial LLC | History | No change | 5,722 | 560 | 0.55% | 0.61% | 841 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| APS Management Group, Inc. | History | Reduced | 5,675 | 555 | 0.47% | 0.52% | 842 | -40 | -0.7% | Q1 2026 | Apr 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 5,661 | 554 | 0.07% | 0.09% | 843 | -1,344 | -19.19% | Q1 2026 | Apr 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 5,649 | 553 | 0.05% | 0.11% | 844 | -7,117 | -55.75% | Q1 2026 | May 07, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 5,627 | 550 | 0.24% | 0.27% | 845 | +2 | 0.04% | Q1 2026 | Apr 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,568 | 545 | 0.01% | 0.01% | 846 | +2,205 | 65.57% | Q1 2026 | Apr 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 5,564 | 544 | 0.01% | 0.01% | 847 | +313 | 5.96% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 5,537 | 542 | 0.01% | 0.01% | 848 | -109 | -1.93% | Q1 2026 | Apr 10, 2026 |
| KWMG, LLC | History | New | 5,520 | 540 | 0.05% | — | 849 | +5,520 | New | Q1 2026 | Apr 09, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 5,514 | 539 | 0.52% | 0.55% | 850 | -199 | -3.48% | Q1 2026 | May 12, 2026 |
| Cassilly Financial Group LLC | History | Added to | 5,491 | 537 | 0.47% | 0.42% | 852 | +1,077 | 24.4% | Q1 2026 | Apr 10, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 5,487 | 537 | 0.36% | 0.42% | 851 | -50 | -0.9% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Reduced | 5,484 | 536 | 0.02% | 0.03% | 853 | -1,735 | -24.03% | Q1 2026 | Apr 30, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 5,426 | 531 | 0.0% | 0.65% | 855 | -991,989 | -99.46% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | No change | 5,432 | 531 | 0.04% | 0.04% | 854 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Somerset Trust Co | History | Reduced | 5,394 | 528 | 0.16% | 0.18% | 856 | -141 | -2.55% | Q1 2026 | Apr 02, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 5,395 | 528 | 0.85% | 0.37% | 857 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 5,383 | 527 | 0.0% | 0.0% | 858 | +129 | 2.46% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | Reduced | 5,374 | 526 | 0.04% | 0.06% | 859 | -2,074 | -27.85% | Q1 2026 | May 08, 2026 |
| McDonough Capital Management, Inc | History | No change | 5,356 | 524 | 0.29% | 0.28% | 860 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 5,327 | 521 | 0.04% | 0.05% | 862 | -55 | -1.02% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,887 | 521 | 0.0% | 0.0% | 861 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Waterway Wealth Management, LLC | History | New | 5,318 | 520 | 0.11% | — | 863 | +5,318 | New | Q1 2026 | Apr 21, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 5,276 | 516 | 0.44% | 2.02% | 865 | -19,047 | -78.31% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,279 | 516 | 0.01% | 0.01% | 864 | -311 | -5.56% | Q1 2026 | Apr 23, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 5,251 | 514 | 0.35% | 0.37% | 866 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 5,248 | 513 | 0.14% | 0.14% | 867 | +548 | 11.66% | Q1 2026 | May 05, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 5,181 | 507 | 0.17% | 0.22% | 869 | -994 | -16.1% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | Added to | 5,184 | 507 | 0.0% | 0.0% | 868 | +420 | 8.82% | Q1 2026 | May 11, 2026 |
| Clark Asset Management, LLC | History | Added to | 5,169 | 506 | 0.05% | 0.03% | 871 | +2,484 | 92.51% | Q1 2026 | Apr 16, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 4,858 | 506 | 0.06% | 0.07% | 870 | -344 | -6.61% | Q1 2026 | Apr 22, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 5,117 | 501 | 0.39% | 0.43% | 872 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kropog Financial Group, LLC | History | No change | 5,099 | 499 | 0.41% | 0.42% | 873 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 5,087 | 498 | 0.0% | — | 874 | +5,087 | New | Q1 2026 | May 08, 2026 |
| Ebert Capital Management Inc. | History | No change | 5,075 | 496 | 0.51% | 0.53% | 875 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 5,054 | 494 | 0.03% | 0.03% | 876 | +242 | 5.03% | Q1 2026 | Apr 20, 2026 |
| Fisher Asset Management, LLC | History | Added to | 5,027 | 492 | 0.0% | 0.0% | 877 | +1,591 | 46.3% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 5,021 | 491 | 0.03% | 0.03% | 878 | +766 | 18.0% | Q1 2026 | May 04, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 4,973 | 486 | 0.45% | 0.3% | 879 | +1,599 | 47.39% | Q1 2026 | May 05, 2026 |
| URS Advisory LLC | History | Added to | 4,972 | 486 | 0.36% | 0.42% | 880 | +283 | 6.04% | Q1 2026 | Apr 23, 2026 |
| Leo Wealth, LLC | History | Added to | 4,963 | 485 | 0.04% | 0.03% | 882 | +1,658 | 50.17% | Q1 2026 | May 05, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 4,963 | 485 | 0.17% | 0.19% | 881 | +4 | 0.08% | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,914 | 480 | 0.0% | 0.0% | 883 | +2,873 | 140.76% | Q1 2026 | May 14, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 5,076 | 477 | 0.07% | 0.19% | 884 | -6,201 | -54.99% | Q1 2026 | May 07, 2026 |
| JT Stratford LLC | History | Added to | 4,844 | 474 | 0.06% | 0.07% | 885 | +49 | 1.02% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 4,602 | 474 | 0.02% | 0.02% | 886 | +1 | 0.02% | Q1 2026 | Apr 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 4,813 | 471 | 0.01% | 0.02% | 887 | +305 | 6.77% | Q1 2026 | May 11, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 4,792 | 469 | 0.05% | 0.05% | 888 | -50 | -1.03% | Q1 2026 | May 11, 2026 |
| AMG National Trust Bank | History | No change | 4,800 | 469 | 0.01% | 0.01% | 889 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,787 | 468 | 0.01% | 0.03% | 891 | -4,635 | -49.19% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,788 | 468 | 0.03% | 0.03% | 890 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fusion Capital, LLC | History | Added to | 4,752 | 465 | 0.13% | 0.14% | 892 | +3 | 0.06% | Q1 2026 | May 13, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 4,699 | 460 | 0.19% | 0.25% | 893 | -770 | -14.08% | Q1 2026 | May 15, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 4,683 | 458 | 0.26% | 0.4% | 894 | -1,923 | -29.11% | Q1 2026 | May 01, 2026 |
| Sovran Advisors, LLC | History | Reduced | 4,041 | 454 | 0.04% | 0.04% | 895 | -399 | -8.99% | Q1 2026 | May 01, 2026 |
| Daviman Financial, LLC | History | Added to | 4,602 | 450 | 0.27% | 0.29% | 897 | +2 | 0.04% | Q1 2026 | Apr 23, 2026 |
| Tactive Advisors, LLC | History | No change | 4,600 | 450 | 0.13% | 0.14% | 896 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Stiles Financial Services Inc | History | Added to | 4,571 | 447 | 0.14% | 0.13% | 898 | +491 | 12.03% | Q1 2026 | Apr 30, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 4,419 | 432 | 0.19% | 0.22% | 900 | -526 | -10.64% | Q1 2026 | May 08, 2026 |
| TCP Asset Management, LLC | History | Reduced | 4,418 | 432 | 0.06% | 0.08% | 899 | -50 | -1.12% | Q1 2026 | Apr 10, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 4,373 | 428 | 0.33% | 0.36% | 901 | -269 | -5.79% | Q1 2026 | Apr 30, 2026 |
| RMR Wealth Builders | History | Reduced | 4,355 | 426 | 0.03% | 0.05% | 902 | -1,505 | -25.68% | Q1 2026 | Apr 22, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 4,326 | 423 | 0.14% | 0.16% | 904 | +36 | 0.84% | Q1 2026 | Apr 09, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 4,324 | 423 | 0.2% | 0.2% | 903 | -1 | -0.02% | Q1 2026 | Apr 28, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,243 | 415 | 0.0% | 0.0% | 905 | -308 | -6.77% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 4,220 | 413 | 0.01% | 0.0% | 906 | +1,629 | 62.87% | Q1 2026 | May 07, 2026 |
| RBA Wealth Management, LLC | History | Added to | 4,226 | 413 | 0.15% | 0.15% | 907 | +116 | 2.82% | Q1 2026 | Apr 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 4,192 | 410 | 0.05% | — | 908 | +4,192 | New | Q1 2026 | May 18, 2026 |
| DRAVO BAY LLC | History | Added to | 4,185 | 409 | 0.17% | 0.16% | 909 | +570 | 15.77% | Q1 2026 | May 07, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 4,183 | 409 | 0.25% | 0.28% | 910 | -16 | -0.38% | Q1 2026 | May 15, 2026 |
| Tevis Investment Management | History | Added to | 4,150 | 406 | 0.23% | 0.2% | 911 | +888 | 27.22% | Q1 2026 | May 01, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 4,146 | 405 | 0.43% | 1.01% | 912 | -12,016 | -74.35% | Q1 2026 | Apr 28, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 4,140 | 405 | 0.32% | 1.12% | 913 | -8,340 | -66.83% | Q1 2026 | Apr 09, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,130 | 404 | 0.08% | 0.13% | 914 | -1,391 | -25.19% | Q1 2026 | Apr 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 4,100 | 401 | 0.01% | 0.01% | 915 | +2,143 | 109.5% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Reduced | 4,103 | 401 | 0.1% | 0.13% | 917 | -230 | -5.31% | Q1 2026 | Apr 08, 2026 |
| LVW Advisors, LLC | History | No change | 4,104 | 401 | 0.04% | 0.04% | 916 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 4,067 | 398 | 0.05% | 0.05% | 918 | -423 | -9.42% | Q1 2026 | Apr 22, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 4,061 | 397 | 0.15% | 0.16% | 919 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 4,045 | 396 | 0.01% | 0.02% | 920 | -884 | -17.93% | Q1 2026 | Apr 30, 2026 |
| Abbot Financial Management, Inc. | History | No change | 4,050 | 396 | 0.17% | 0.18% | 921 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFS Group,LLC | History | New | 4,032 | 394 | 0.35% | — | 922 | +4,032 | New | Q1 2026 | May 18, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,024 | 393 | 0.0% | 0.0% | 923 | -543 | -11.89% | Q1 2026 | May 14, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 4,017 | 393 | 0.14% | 0.14% | 924 | +538 | 15.46% | Q1 2026 | Apr 21, 2026 |
| Rockline Wealth Management, LLC | History | Reduced | 4,018 | 393 | 0.09% | 0.09% | 925 | -282 | -6.56% | Q1 2026 | Apr 30, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 4,010 | 392 | 0.01% | 0.02% | 927 | -10 | -0.25% | Q1 2026 | May 15, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 4,000 | 392 | 0.22% | 0.24% | 926 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FWG Investments, LLC. | History | Added to | 3,975 | 389 | 0.25% | 0.27% | 929 | +6 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,980 | 389 | 0.01% | 0.01% | 928 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ETF Store, Inc. | History | Added to | 3,969 | 388 | 0.38% | 0.43% | 930 | +3 | 0.08% | Q1 2026 | Apr 30, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 3,944 | 386 | 0.48% | 7.45% | 932 | -131,889 | -97.1% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 3,418 | 386 | 0.25% | 0.26% | 933 | -40 | -1.16% | Q1 2026 | May 06, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 3,946 | 386 | 0.1% | 0.11% | 931 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 3,942 | 385 | 0.04% | 0.04% | 934 | -122 | -3.0% | Q1 2026 | Apr 09, 2026 |
| DUTCH ASSET Corp | History | Added to | 3,925 | 384 | 0.26% | 0.29% | 935 | +450 | 12.95% | Q1 2026 | May 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 3,914 | 383 | 0.01% | 0.01% | 936 | +200 | 5.39% | Q1 2026 | Apr 24, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 3,917 | 383 | 0.26% | 0.3% | 937 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,892 | 381 | 0.01% | 0.02% | 938 | -5,576 | -58.89% | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 3,673 | 381 | 0.06% | 0.07% | 939 | -211 | -5.43% | Q1 2026 | Apr 16, 2026 |
| New Covenant Trust Company, N.A. | History | No change | 3,869 | 378 | 0.34% | 0.37% | 940 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,824 | 374 | 0.02% | 0.04% | 941 | -4,933 | -56.33% | Q1 2026 | May 08, 2026 |
| LifeGoal Investments, LLC | History | No change | 3,775 | 374 | 0.21% | 0.27% | 942 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Keebeck Wealth Management | History | No change | 3,808 | 372 | 0.04% | 0.05% | 943 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 3,790 | 371 | 0.06% | 0.07% | 944 | +43 | 1.15% | Q1 2026 | Apr 21, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 3,779 | 370 | 0.16% | 0.12% | 945 | +1,425 | 60.54% | Q1 2026 | May 04, 2026 |
| Prostatis Group LLC | History | Reduced | 3,760 | 368 | 0.09% | 0.11% | 946 | -684 | -15.39% | Q1 2026 | May 12, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 3,765 | 368 | 0.09% | 0.1% | 947 | +541 | 16.78% | Q1 2026 | Apr 16, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 3,750 | 367 | 0.0% | 0.0% | 948 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 3,748 | 366 | 0.08% | 0.09% | 949 | -65 | -1.7% | Q1 2026 | Apr 10, 2026 |
| Keener Financial Planning LLC | History | No change | 3,744 | 366 | 0.15% | 0.17% | 950 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 3,726 | 364 | 0.25% | 0.27% | 951 | +28 | 0.76% | Q1 2026 | May 07, 2026 |
| Saxony Capital Management, LLC | History | New | 3,672 | 359 | 0.21% | — | 954 | +3,672 | New | Q1 2026 | Apr 24, 2026 |
| KPP Advisory Services LLC | History | New | 3,669 | 359 | 0.05% | — | 955 | +3,669 | New | Q1 2026 | Apr 24, 2026 |
| Maridea Wealth Management LLC | History | Added to | 3,673 | 359 | 0.05% | 0.06% | 953 | +150 | 4.26% | Q1 2026 | Apr 21, 2026 |
| AIFG Consultants Ltd. | History | No change | 3,371 | 359 | 0.62% | 0.62% | 952 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 3,659 | 358 | 0.05% | 0.06% | 956 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NWF Advisory Services Inc. | History | New | 3,647 | 357 | 0.04% | — | 957 | +3,647 | New | Q1 2026 | May 04, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,318 | 354 | 0.1% | 0.1% | 958 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EJMK Ventures LLC | History | No change | 3,582 | 350 | 0.2% | 0.24% | 959 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crown Wealth Group, LLC | History | Added to | 3,551 | 347 | 0.1% | 0.1% | 960 | +220 | 6.6% | Q1 2026 | Apr 21, 2026 |
| Benson Wealth Management INC | History | Added to | 3,541 | 346 | 0.47% | 0.41% | 962 | +109 | 3.18% | Q1 2026 | May 12, 2026 |
| SMART Wealth LLC | History | Added to | 3,536 | 346 | 0.1% | 0.11% | 961 | +27 | 0.77% | Q1 2026 | Apr 23, 2026 |
| DV Trading LLC | History | Added to | 3,500 | 342 | 0.01% | 0.01% | 965 | +400 | 12.9% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,495 | 342 | 0.01% | 0.01% | 963 | +288 | 8.98% | Q1 2026 | Apr 08, 2026 |
| Ironwood Financial, llc | History | Added to | 3,497 | 342 | 0.06% | 0.06% | 964 | +20 | 0.58% | Q1 2026 | Apr 16, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 3,487 | 341 | 0.03% | 0.03% | 966 | -26 | -0.74% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,481 | 340 | 0.01% | 0.01% | 967 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 3,468 | 339 | 0.0% | — | 969 | +3,468 | New | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 3,464 | 339 | 0.05% | 0.05% | 968 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,447 | 337 | 0.01% | 0.01% | 970 | +447 | 14.9% | Q1 2026 | Apr 28, 2026 |
| Snider Financial Group | History | Added to | 3,433 | 336 | 0.1% | 0.1% | 972 | +84 | 2.51% | Q1 2026 | Apr 15, 2026 |
| Madden Advisory Services, Inc. | History | No change | 3,433 | 336 | 0.13% | 0.15% | 971 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 3,415 | 334 | 0.07% | 0.28% | 973 | -9,388 | -73.33% | Q1 2026 | Apr 20, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 3,412 | 334 | 0.2% | 0.21% | 974 | +304 | 9.78% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 3,398 | 332 | 0.02% | 0.02% | 975 | +591 | 21.05% | Q1 2026 | Apr 15, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 3,368 | 329 | 0.18% | 0.23% | 977 | -715 | -17.51% | Q1 2026 | Apr 16, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 3,365 | 329 | 0.02% | 0.03% | 976 | -254 | -7.02% | Q1 2026 | Apr 29, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 3,357 | 328 | 0.12% | 0.1% | 978 | +762 | 29.36% | Q1 2026 | Apr 17, 2026 |
| Sepio Capital, LP | History | No change | 3,350 | 327 | 0.02% | 0.02% | 979 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 2,814 | 326 | 0.12% | 0.58% | 980 | -11,380 | -80.17% | Q1 2026 | May 08, 2026 |
| Ballast, Inc. | History | Added to | 3,328 | 325 | 0.08% | 0.08% | 981 | +107 | 3.32% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 3,313 | 324 | 0.02% | 0.01% | 982 | +709 | 27.23% | Q1 2026 | Apr 08, 2026 |
| Apeiron RIA LLC | History | Added to | 3,311 | 324 | 0.08% | 0.07% | 983 | +4 | 0.12% | Q1 2026 | Apr 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 3,308 | 323 | 0.0% | 0.0% | 984 | +576 | 21.08% | Q1 2026 | May 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 3,303 | 323 | 0.14% | 0.16% | 985 | +41 | 1.26% | Q1 2026 | May 15, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 4,182 | 320 | 0.26% | 0.29% | 987 | -490 | -10.49% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Added to | 3,273 | 320 | 0.03% | 0.03% | 986 | +164 | 5.28% | Q1 2026 | May 11, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 3,247 | 317 | 0.07% | 0.08% | 988 | +31 | 0.96% | Q1 2026 | May 21, 2026 |
| MATAURO, LLC | History | Reduced | 3,236 | 316 | 0.05% | 0.15% | 990 | -6,083 | -65.28% | Q1 2026 | Apr 22, 2026 |
| AlTi Global, Inc. | History | Added to | 3,231 | 316 | 0.01% | 0.01% | 989 | +2 | 0.06% | Q1 2026 | May 07, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 3,218 | 315 | 0.05% | 0.06% | 991 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,327 | 312 | 0.02% | 0.13% | 993 | -24,087 | -87.86% | Q1 2026 | Apr 24, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 3,187 | 312 | 0.01% | 0.01% | 994 | +59 | 1.89% | Q1 2026 | Apr 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 3,194 | 312 | 0.02% | 0.02% | 992 | -10 | -0.31% | Q1 2026 | May 14, 2026 |
| Entelevest, LLC | History | Reduced | 3,178 | 311 | 0.31% | 0.89% | 996 | -5,192 | -62.03% | Q1 2026 | May 04, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 3,179 | 311 | 0.03% | 0.03% | 995 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 3,172 | 310 | 0.1% | 0.12% | 997 | -615 | -16.24% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 3,164 | 309 | 0.0% | 0.0% | 998 | +177 | 5.93% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,902 | 309 | 0.01% | 0.01% | 999 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 3,150 | 308 | 0.01% | 0.02% | 1000 | -2,645 | -45.64% | Q1 2026 | May 18, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 3,146 | 308 | 0.0% | 0.0% | 1001 | -790 | -20.07% | Q1 2026 | Apr 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 3,135 | 306 | 0.24% | 0.26% | 1002 | +82 | 2.69% | Q1 2026 | Apr 21, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 3,054 | 302 | 0.24% | 0.27% | 1003 | +9 | 0.3% | Q1 2026 | Apr 08, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 3,087 | 302 | 0.26% | 0.29% | 1004 | +4 | 0.13% | Q1 2026 | Apr 28, 2026 |
| Key Capital Management, INC | History | Added to | 3,081 | 301 | 0.2% | 0.04% | 1006 | +2,709 | 728.23% | Q1 2026 | May 07, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 3,080 | 301 | 0.15% | 0.16% | 1005 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 3,068 | 300 | 0.06% | 0.06% | 1007 | +3 | 0.1% | Q1 2026 | May 04, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 3,050 | 298 | 0.23% | 0.73% | 1011 | -5,776 | -65.44% | Q1 2026 | Apr 30, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 3,047 | 298 | 0.03% | 0.03% | 1008 | +49 | 1.63% | Q1 2026 | Apr 22, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 3,048 | 298 | 0.1% | 0.11% | 1010 | +4 | 0.13% | Q1 2026 | Apr 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 3,044 | 298 | 0.01% | 0.01% | 1009 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,033 | 297 | 0.01% | 0.01% | 1012 | -913 | -23.14% | Q1 2026 | May 07, 2026 |
| Choate Investment Advisors | History | No change | 3,033 | 296 | 0.01% | 0.01% | 1013 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Valued Retirements, Inc. | History | No change | 3,004 | 294 | 0.29% | 0.31% | 1014 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 2,996 | 293 | 0.06% | 0.07% | 1015 | +362 | 13.74% | Q1 2026 | Apr 28, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,985 | 292 | 0.03% | 0.06% | 1016 | -6,118 | -67.21% | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 2,983 | 292 | 0.24% | 0.19% | 1017 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ZEGA Investments, LLC | History | Added to | 2,946 | 288 | 0.03% | 0.03% | 1018 | +207 | 7.56% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,933 | 287 | 0.02% | 0.02% | 1019 | -396 | -11.9% | Q1 2026 | Apr 20, 2026 |
| Peak Asset Management, LLC | History | No change | 2,940 | 287 | 0.05% | 0.05% | 1020 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 2,925 | 286 | 0.2% | 0.21% | 1021 | -35 | -1.18% | Q1 2026 | May 14, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 2,911 | 285 | 0.06% | 0.07% | 1022 | +85 | 3.01% | Q1 2026 | Apr 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,898 | 283 | 0.03% | 0.04% | 1023 | -150 | -4.92% | Q1 2026 | May 05, 2026 |
| Detalus Advisors, LLC | History | Added to | 2,878 | 281 | 0.06% | 0.06% | 1024 | +622 | 27.57% | Q1 2026 | Apr 22, 2026 |
| Manske Wealth Management | History | No change | 2,875 | 281 | 0.08% | 0.09% | 1025 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 2,866 | 280 | 0.01% | 0.01% | 1026 | -1,260 | -30.54% | Q1 2026 | Apr 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 2,860 | 280 | 0.13% | 0.15% | 1027 | -123 | -4.12% | Q1 2026 | May 12, 2026 |
| Gradient Investments LLC | History | New | 2,853 | 279 | 0.0% | — | 1029 | +2,853 | New | Q1 2026 | Apr 13, 2026 |
| Second Line Capital, LLC | History | Added to | 2,488 | 279 | 0.05% | 0.05% | 1028 | +79 | 3.28% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 2,836 | 277 | 0.0% | 0.0% | 1030 | +29 | 1.03% | Q1 2026 | May 12, 2026 |
| Elevation Advisory Partners LLC | History | New | 2,549 | 276 | 0.26% | — | 1033 | +2,549 | New | Q1 2026 | May 08, 2026 |
| Olistico Wealth, LLC | History | Reduced | 2,821 | 276 | 0.14% | 0.16% | 1032 | -324 | -10.3% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,824 | 276 | 0.03% | 0.03% | 1031 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 2,810 | 275 | 0.03% | 0.03% | 1034 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 2,566 | 273 | 0.23% | 0.23% | 1035 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 2,784 | 272 | 0.06% | 0.06% | 1036 | -40 | -1.42% | Q1 2026 | Apr 21, 2026 |
| Retirement Solution LLC | History | Added to | 2,788 | 272 | 0.06% | 0.07% | 1037 | +4 | 0.14% | Q1 2026 | May 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,777 | 271 | 0.08% | 0.09% | 1038 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 2,771 | 271 | 0.05% | 0.06% | 1039 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,759 | 270 | 0.01% | 0.01% | 1040 | +725 | 35.64% | Q1 2026 | Apr 28, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 2,753 | 270 | 0.08% | 0.08% | 1041 | -22 | -0.79% | Q1 2026 | May 12, 2026 |
| Ground Swell Capital, LLC | History | New | 2,756 | 269 | 0.53% | — | 1044 | +2,756 | New | Q1 2026 | Apr 21, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 2,757 | 269 | 0.03% | 0.03% | 1042 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 2,750 | 269 | 0.25% | 0.27% | 1043 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Up Capital Management, Inc. | History | Added to | 2,744 | 268 | 0.3% | 0.26% | 1045 | +4 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 2,733 | 267 | 0.3% | 0.35% | 1046 | -310 | -10.19% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,721 | 266 | 0.02% | 0.03% | 1049 | -759 | -21.81% | Q1 2026 | May 05, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 2,726 | 266 | 0.17% | 0.21% | 1050 | -352 | -11.44% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Reduced | 2,723 | 266 | 0.01% | 0.01% | 1047 | -36 | -1.3% | Q1 2026 | May 14, 2026 |
| RS CRUM INC. | History | No change | 2,723 | 266 | 0.05% | 0.06% | 1048 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 2,712 | 265 | 0.06% | 0.09% | 1051 | -706 | -20.66% | Q1 2026 | Apr 17, 2026 |
| WESBANCO BANK INC | History | New | 2,436 | 264 | 0.01% | — | 1055 | +2,436 | New | Q1 2026 | Apr 21, 2026 |
| NOVEM GROUP | History | Reduced | 2,697 | 264 | 0.03% | 0.04% | 1054 | -233 | -7.95% | Q1 2026 | Apr 10, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 2,698 | 264 | 0.04% | 0.04% | 1052 | +40 | 1.5% | Q1 2026 | May 14, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 2,703 | 264 | 0.05% | 0.06% | 1053 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MLP3, LLC | History | Added to | 2,693 | 263 | 0.29% | 0.24% | 1058 | +641 | 31.24% | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,694 | 263 | 0.01% | 0.01% | 1056 | +137 | 5.36% | Q1 2026 | Apr 06, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 2,694 | 263 | 0.06% | 0.06% | 1057 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 2,664 | 260 | 0.1% | 0.12% | 1059 | -246 | -8.45% | Q1 2026 | Apr 21, 2026 |
| LRI Investments, LLC | History | No change | 2,647 | 259 | 0.02% | 0.02% | 1060 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Falcon Wealth Planning | History | Reduced | 2,642 | 258 | 0.02% | 0.02% | 1061 | -106 | -3.86% | Q1 2026 | Apr 20, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 2,630 | 257 | 0.06% | 0.07% | 1062 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| Fusion Family Wealth, LLC | History | No change | 2,609 | 255 | 0.02% | 0.02% | 1063 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 2,591 | 253 | 0.09% | — | 1065 | +2,591 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 2,591 | 253 | 0.09% | — | 1066 | +2,591 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,556 | 253 | 0.01% | 0.01% | 1064 | +322 | 14.41% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 2,565 | 251 | 0.02% | 0.02% | 1067 | +56 | 2.23% | Q1 2026 | May 05, 2026 |
| First Citizens Financial Corp | History | No change | 2,571 | 251 | 0.12% | 0.14% | 1068 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,556 | 250 | 0.02% | 0.02% | 1069 | -68 | -2.59% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,553 | 249 | 0.0% | 0.0% | 1070 | +249 | 10.81% | Q1 2026 | May 14, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 2,533 | 248 | 0.18% | 0.21% | 1071 | -246 | -8.85% | Q1 2026 | May 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,541 | 248 | 0.02% | 0.02% | 1072 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sequent Planning LLC | History | Added to | 2,526 | 247 | 0.06% | 0.06% | 1073 | +374 | 17.38% | Q1 2026 | Apr 21, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 2,332 | 246 | 0.11% | 0.16% | 1074 | -1,101 | -32.07% | Q1 2026 | Apr 15, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 2,516 | 246 | 0.11% | 0.11% | 1075 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,508 | 245 | 0.01% | 0.01% | 1076 | -124 | -4.71% | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 2,512 | 245 | 0.03% | 0.04% | 1077 | +10 | 0.4% | Q1 2026 | Apr 23, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 2,480 | 242 | 0.07% | 0.06% | 1079 | +287 | 13.09% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 2,475 | 242 | 0.0% | 0.0% | 1078 | -64 | -2.52% | Q1 2026 | May 14, 2026 |
| Accretive Wealth Partners, LLC | History | New | 2,469 | 241 | 0.07% | — | 1082 | +2,469 | New | Q1 2026 | Apr 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2,467 | 241 | 0.0% | 0.01% | 1080 | -260 | -9.53% | Q1 2026 | Apr 27, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 2,470 | 241 | 0.08% | 0.09% | 1081 | -20 | -0.8% | Q1 2026 | May 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 2,446 | 239 | 0.07% | 0.13% | 1084 | -1,316 | -34.98% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,447 | 239 | 0.03% | 0.04% | 1083 | -112 | -4.38% | Q1 2026 | May 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 2,444 | 239 | 0.03% | 0.03% | 1085 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 2,431 | 238 | 0.19% | 0.49% | 1087 | -3,408 | -58.37% | Q1 2026 | Apr 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 2,436 | 238 | 0.01% | 0.02% | 1086 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 2,429 | 237 | 0.12% | 0.13% | 1088 | +1 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,410 | 235 | 0.01% | 0.01% | 1089 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,209 | 235 | 0.01% | 0.01% | 1090 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,200 | 234 | 0.01% | 0.01% | 1091 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 2,398 | 234 | 0.05% | 0.05% | 1092 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 2,386 | 233 | 0.02% | 0.02% | 1093 | +315 | 15.21% | Q1 2026 | Apr 22, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,377 | 232 | 0.0% | 0.0% | 1094 | +344 | 16.92% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Reduced | 2,368 | 231 | 0.0% | 0.04% | 1095 | -12,409 | -83.98% | Q1 2026 | May 13, 2026 |
| Bragg Financial Advisors, Inc | History | New | 2,366 | 231 | 0.01% | — | 1096 | +2,366 | New | Q1 2026 | May 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 2,344 | 229 | 0.02% | 0.05% | 1097 | -179 | -7.09% | Q1 2026 | Apr 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,323 | 227 | 0.0% | 0.0% | 1099 | -100 | -4.13% | Q1 2026 | Apr 20, 2026 |
| Calamos Advisors LLC | History | No change | 2,326 | 227 | 0.0% | 0.0% | 1098 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 2,303 | 225 | 0.09% | 0.17% | 1100 | -1,421 | -38.16% | Q1 2026 | Apr 22, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 2,289 | 224 | 0.03% | 0.04% | 1101 | -604 | -20.88% | Q1 2026 | Apr 10, 2026 |
| WNY Asset Management, LLC | History | New | 2,285 | 223 | 0.02% | — | 1103 | +2,285 | New | Q1 2026 | May 22, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 2,169 | 223 | 0.06% | 0.07% | 1102 | -211 | -8.87% | Q1 2026 | Apr 30, 2026 |
| Balboa Wealth Partners | History | No change | 2,260 | 221 | 0.04% | 0.04% | 1104 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Colonial River Investments, LLC | History | Reduced | 2,237 | 219 | 0.08% | 0.17% | 1107 | -2,166 | -49.19% | Q1 2026 | Apr 27, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 2,242 | 219 | 0.09% | 0.12% | 1108 | -545 | -19.56% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 2,219 | 219 | 0.03% | 0.03% | 1105 | +444 | 25.01% | Q1 2026 | May 04, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,060 | 219 | 0.02% | 0.02% | 1106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 2,215 | 216 | 0.03% | 0.05% | 1109 | -930 | -29.57% | Q1 2026 | Apr 21, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 2,205 | 215 | 0.08% | 0.09% | 1110 | +1 | 0.05% | Q1 2026 | Apr 21, 2026 |
| MFA Wealth Services | History | Added to | 2,192 | 214 | 0.14% | 0.16% | 1111 | +3 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Rossby Financial, LCC | History | Added to | 2,149 | 213 | 0.04% | 0.0% | 1114 | +2,089 | 3481.67% | Q1 2026 | May 11, 2026 |
| Gemmer Asset Management LLC | History | Added to | 2,184 | 213 | 0.02% | 0.02% | 1112 | +3 | 0.14% | Q1 2026 | Apr 22, 2026 |
| waypoint wealth counsel | History | No change | 2,177 | 213 | 0.11% | 0.09% | 1113 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Altiora Financial Group, LLC | History | New | 2,158 | 211 | 0.03% | — | 1116 | +2,158 | New | Q1 2026 | May 08, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 2,157 | 211 | 0.03% | 0.04% | 1115 | -52 | -2.35% | Q1 2026 | Apr 23, 2026 |
| Meeder Advisory Services, Inc. | History | New | 2,148 | 210 | 0.01% | — | 1118 | +2,148 | New | Q1 2026 | May 07, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 2,152 | 210 | 0.04% | 0.06% | 1117 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 2,142 | 209 | 0.05% | 0.07% | 1120 | -584 | -21.42% | Q1 2026 | Apr 23, 2026 |
| JMG Financial Group, Ltd. | History | No change | 2,136 | 209 | 0.01% | 0.01% | 1119 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Argent Trust Co | History | Reduced | 2,113 | 206 | 0.01% | 0.01% | 1121 | -283 | -11.81% | Q1 2026 | May 13, 2026 |
| Bensler, LLC | History | Added to | 2,109 | 206 | 0.02% | 0.02% | 1122 | +2 | 0.09% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 1,867 | 205 | 0.01% | 0.39% | 1124 | -51,888 | -96.53% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,075 | 205 | 0.01% | 0.02% | 1123 | -1,765 | -45.96% | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | Added to | 2,095 | 205 | 0.05% | 0.05% | 1125 | +39 | 1.9% | Q1 2026 | Apr 10, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 2,087 | 204 | 0.01% | 0.01% | 1126 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 2,091 | 204 | 0.06% | 0.07% | 1127 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HBK Sorce Advisory LLC | History | New | 1,730 | 203 | 0.0% | — | 1130 | +1,730 | New | Q1 2026 | May 11, 2026 |
| Independence Bank of Kentucky | History | Added to | 2,075 | 203 | 0.03% | 0.02% | 1129 | +600 | 40.68% | Q1 2026 | Apr 30, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 2,072 | 203 | 0.0% | 0.0% | 1128 | -454 | -17.97% | Q1 2026 | May 15, 2026 |
| KLCM Advisors, Inc. | History | Added to | 2,073 | 202 | 0.02% | 0.02% | 1131 | +168 | 8.82% | Q1 2026 | Apr 30, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 2,058 | 201 | 0.13% | 0.19% | 1132 | -288 | -12.28% | Q1 2026 | Apr 28, 2026 |
| Peak Retirement Planning, Inc. | History | New | 2,044 | 200 | 0.04% | — | 1135 | +2,044 | New | Q1 2026 | May 11, 2026 |
| Parisi Gray Wealth Management | History | Added to | 2,044 | 200 | 0.05% | 0.05% | 1134 | +68 | 3.44% | Q1 2026 | Apr 08, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 2,044 | 200 | 0.01% | 0.01% | 1133 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,028 | 198 | 0.01% | 0.01% | 1136 | -488 | -19.4% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | No change | 1,969 | 193 | 0.0% | 0.0% | 1137 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 1,962 | 192 | 0.17% | 0.24% | 1138 | +420 | 27.24% | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,905 | 186 | 0.02% | 0.04% | 1139 | -935 | -32.92% | Q1 2026 | Apr 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,883 | 184 | 0.0% | 0.0% | 1140 | +3 | 0.16% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,865 | 182 | 0.01% | 0.01% | 1141 | -60 | -3.12% | Q1 2026 | May 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 1,855 | 181 | 0.0% | 0.0% | 1142 | -3,320 | -64.15% | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,780 | 174 | 0.04% | 0.05% | 1143 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,593 | 170 | 0.01% | 0.01% | 1144 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,703 | 166 | 0.0% | 0.0% | 1145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Planning Project LLC | History | No change | 1,520 | 162 | 0.04% | 0.04% | 1146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Costello Asset Management, INC | History | Added to | 1,595 | 156 | 0.05% | 0.03% | 1148 | +745 | 87.65% | Q1 2026 | Apr 30, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,600 | 156 | 0.03% | 0.04% | 1147 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,568 | 155 | 0.01% | 0.01% | 1149 | -193 | -10.96% | Q1 2026 | May 01, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1,574 | 154 | 0.05% | 0.05% | 1150 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PlanVest Financial, Inc | History | New | 1,570 | 153 | 0.12% | — | 1152 | +1,570 | New | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | No change | 1,563 | 153 | 0.02% | 0.02% | 1151 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 1,520 | 148 | 0.02% | 0.02% | 1153 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Avion Wealth | History | Reduced | 1,466 | 143 | 0.03% | 0.04% | 1154 | -166 | -10.17% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,432 | 140 | 0.0% | — | 1155 | +1,432 | New | Q1 2026 | Apr 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,416 | 138 | 0.0% | — | 1156 | +1,416 | New | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,364 | 134 | 0.0% | 0.0% | 1157 | +1,111 | 439.13% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,372 | 134 | 0.01% | 0.01% | 1158 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 1,338 | 130 | 0.2% | — | 1160 | +1,338 | New | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,336 | 130 | 0.0% | 0.0% | 1159 | +4 | 0.3% | Q1 2026 | May 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,299 | 127 | 0.09% | 0.1% | 1161 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Miller Capital Partners, Inc. | History | No change | 1,301 | 127 | 0.06% | 0.07% | 1162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Reduced | 1,270 | 124 | 0.0% | 0.0% | 1163 | -680 | -34.87% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,248 | 122 | 0.0% | 0.0% | 1164 | +21 | 1.71% | Q1 2026 | Apr 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,245 | 121 | 0.02% | 0.03% | 1165 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 1,223 | 119 | 0.02% | 0.03% | 1166 | -50 | -3.93% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,183 | 116 | 0.01% | 0.01% | 1167 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,162 | 113 | 0.03% | 0.04% | 1168 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,152 | 112 | 0.03% | 0.54% | 1169 | -11,897 | -91.17% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1,152 | 112 | 0.03% | 0.05% | 1170 | -338 | -22.68% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 1,052 | 112 | 0.02% | 0.02% | 1171 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,150 | 112 | 0.02% | 0.02% | 1172 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,142 | 111 | 0.0% | — | 1173 | +1,142 | New | Q1 2026 | Apr 09, 2026 |
| Napier Financial, LLC | History | New | 1,097 | 107 | 0.02% | — | 1175 | +1,097 | New | Q1 2026 | May 05, 2026 |
| City State Bank | History | No change | 1,098 | 107 | 0.03% | 0.03% | 1174 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | No change | 1,040 | 103 | 0.0% | 0.0% | 1176 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 1,043 | 102 | 0.02% | 0.02% | 1177 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Canton Hathaway, LLC | History | Reduced | 1,035 | 101 | 0.02% | 0.04% | 1178 | -1,033 | -49.95% | Q1 2026 | Apr 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,029 | 100 | 0.04% | 0.05% | 1179 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| STEPH & CO | History | Added to | 1,019 | 99 | 0.03% | 0.02% | 1180 | +356 | 53.7% | Q1 2026 | Apr 17, 2026 |
| NFSG Corp | History | Reduced | 1,016 | 99 | 0.02% | 0.02% | 1181 | -35 | -3.33% | Q1 2026 | May 05, 2026 |
| Providence Capital Advisors, LLC | History | No change | 1,010 | 98 | 0.02% | 0.02% | 1182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 1,000 | 97 | 0.05% | 0.0% | 1183 | +970 | 3233.33% | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | Added to | 978 | 95 | 0.02% | 0.02% | 1184 | +33 | 3.49% | Q1 2026 | Apr 30, 2026 |
| Manchester Capital Management LLC | History | No change | 970 | 94 | 0.01% | 0.01% | 1185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 933 | 91 | 0.07% | 0.08% | 1186 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 796 | 90 | 0.01% | 0.01% | 1187 | +60 | 8.15% | Q1 2026 | May 06, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 919 | 89 | 0.04% | — | 1190 | +919 | New | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 914 | 89 | 0.0% | 0.0% | 1188 | +146 | 19.01% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 919 | 89 | 0.01% | 0.01% | 1189 | +1 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 885 | 86 | 0.02% | 0.02% | 1191 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| North Star Investment Management Corp. | History | Added to | 864 | 84 | 0.01% | 0.01% | 1192 | +1 | 0.12% | Q1 2026 | Apr 23, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 850 | 83 | 0.02% | 0.07% | 1194 | -1,721 | -66.94% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | Reduced | 850 | 83 | 0.01% | 0.01% | 1193 | -477 | -35.95% | Q1 2026 | May 07, 2026 |
| Hickory Point Bank & Trust | History | New | 770 | 75 | 0.05% | — | 1195 | +770 | New | Q1 2026 | Apr 03, 2026 |
| HOWE & RUSLING INC | History | Reduced | 750 | 73 | 0.0% | 0.01% | 1196 | -459 | -37.97% | Q1 2026 | Apr 28, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 750 | 73 | 0.01% | 0.01% | 1197 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fairman Group, LLC | History | No change | 755 | 73 | 0.06% | 0.06% | 1198 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Caitlin John, LLC | History | Added to | 728 | 71 | 0.04% | 0.04% | 1199 | +113 | 18.37% | Q1 2026 | May 13, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 716 | 70 | 0.03% | 0.04% | 1200 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ancora Advisors LLC | History | No change | 709 | 69 | 0.0% | 0.0% | 1201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | New | 697 | 68 | 0.04% | — | 1204 | +697 | New | Q1 2026 | May 05, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 704 | 68 | 0.04% | 0.07% | 1203 | -204 | -22.47% | Q1 2026 | Apr 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 700 | 68 | 0.02% | 0.02% | 1202 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 686 | 67 | 0.03% | 0.03% | 1205 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 680 | 66 | 0.03% | 0.04% | 1206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 657 | 64 | 0.02% | 0.0% | 1207 | +610 | 1297.87% | Q1 2026 | Apr 20, 2026 |
| Trust Co | History | Added to | 651 | 63 | 0.01% | 0.0% | 1208 | +331 | 103.44% | Q1 2026 | Apr 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 648 | 63 | 0.02% | 0.02% | 1209 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 651 | 63 | 0.01% | 0.01% | 1210 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Meramec Financial Planners, LLC | History | No change | 555 | 61 | 0.02% | 0.02% | 1211 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Advisors | History | Added to | 604 | 59 | 0.0% | 0.0% | 1212 | +381 | 170.85% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Reduced | 598 | 58 | 0.0% | 0.05% | 1213 | -2,239 | -78.92% | Q1 2026 | Apr 28, 2026 |
| Premier Financial Group | History | No change | 580 | 57 | 0.01% | 0.02% | 1214 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 579 | 56 | 0.02% | 0.02% | 1215 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CITY HOLDING CO | History | No change | 570 | 55 | 0.01% | 0.01% | 1216 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MCF Advisors LLC | History | Added to | 552 | 54 | 0.0% | 0.0% | 1217 | +64 | 13.11% | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | No change | 527 | 52 | 0.03% | 0.03% | 1218 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 528 | 51 | 0.0% | 0.0% | 1219 | +10 | 1.93% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 517 | 50 | 0.0% | — | 1222 | +517 | New | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 450 | 50 | 0.0% | 0.0% | 1220 | -150 | -25.0% | Q1 2026 | May 06, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 511 | 50 | 0.01% | 0.02% | 1221 | +1 | 0.2% | Q1 2026 | May 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 506 | 49 | 0.02% | 0.05% | 1223 | -712 | -58.46% | Q1 2026 | Apr 14, 2026 |
| Copia Wealth Management | History | Reduced | 481 | 47 | 0.03% | 0.09% | 1224 | -682 | -58.64% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | New | 481 | 47 | 0.0% | — | 1225 | +481 | New | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | Reduced | 475 | 46 | 0.01% | 0.03% | 1226 | -401 | -45.78% | Q1 2026 | May 22, 2026 |
| Leo H. Evart, Inc. | History | New | 459 | 44 | 0.04% | — | 1228 | +459 | New | Q1 2026 | May 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 452 | 44 | 0.02% | 0.02% | 1227 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 449 | 43 | 0.0% | 0.0% | 1229 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Security National Bank | History | No change | 443 | 43 | 0.01% | 0.01% | 1230 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Accordant Advisory Group Inc | History | New | 431 | 42 | 0.03% | — | 1231 | +431 | New | Q1 2026 | May 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 399 | 39 | 0.0% | 0.01% | 1232 | -18,872 | -97.93% | Q1 2026 | May 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 395 | 38 | 0.01% | 0.01% | 1233 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 385 | 37 | 0.02% | — | 1236 | +385 | New | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | Added to | 383 | 37 | 0.01% | 0.0% | 1235 | +322 | 527.87% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 380 | 37 | 0.0% | 0.0% | 1234 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 361 | 35 | 0.01% | — | 1237 | +361 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | No change | 339 | 33 | 0.0% | 0.0% | 1238 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 307 | 30 | 0.02% | 0.02% | 1239 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 312 | 30 | 0.02% | 0.02% | 1240 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 300 | 29 | 0.01% | — | 1246 | +300 | New | Q1 2026 | Apr 28, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 300 | 29 | 0.01% | 0.01% | 1244 | -13 | -4.15% | Q1 2026 | Apr 23, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 300 | 29 | 0.0% | 0.0% | 1241 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 278 | 29 | 0.01% | 0.01% | 1242 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 297 | 29 | 0.0% | 0.0% | 1243 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New Millennium Group LLC | History | No change | 274 | 29 | 0.01% | 0.01% | 1245 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | Added to | 288 | 28 | 0.0% | 0.0% | 1247 | +100 | 53.19% | Q1 2026 | Apr 13, 2026 |
| CGC Financial Services, LLC | History | No change | 286 | 28 | 0.01% | 0.01% | 1248 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Indiana Trust & Investment Management Co | History | New | 275 | 26 | 0.01% | — | 1251 | +275 | New | Q1 2026 | Apr 28, 2026 |
| Financial Life Planners | History | New | 271 | 26 | 0.02% | — | 1252 | +271 | New | Q1 2026 | Apr 24, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 273 | 26 | 0.03% | 0.02% | 1250 | +97 | 55.11% | Q1 2026 | Apr 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 270 | 26 | 0.01% | 0.01% | 1249 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 250 | 24 | 0.0% | — | 1255 | +250 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | New | 247 | 24 | 0.01% | — | 1254 | +247 | New | Q1 2026 | Apr 13, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 252 | 24 | 0.01% | 0.01% | 1253 | -50 | -16.56% | Q1 2026 | Apr 10, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 242 | 23 | 0.01% | 0.01% | 1257 | -127 | -34.42% | Q1 2026 | May 01, 2026 |
| Hanson & Doremus Investment Management | History | No change | 234 | 23 | 0.0% | 0.0% | 1256 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fairscale Capital, LLC | History | No change | 238 | 23 | 0.02% | 0.02% | 1258 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 232 | 22 | 0.02% | 0.04% | 1261 | -163 | -41.27% | Q1 2026 | May 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 225 | 22 | 0.0% | 0.0% | 1259 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TFC Financial Management, Inc. | History | No change | 230 | 22 | 0.0% | 0.0% | 1260 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 210 | 20 | 0.0% | 0.0% | 1262 | +194 | 1212.5% | Q1 2026 | Apr 17, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 211 | 20 | 0.03% | 0.03% | 1263 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Reduced | 203 | 19 | 0.0% | 0.01% | 1265 | -218 | -51.78% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 200 | 19 | 0.0% | 0.0% | 1264 | +180 | 900.0% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 200 | 19 | 0.02% | 0.02% | 1266 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | Added to | 193 | 18 | 0.0% | 0.0% | 1269 | +122 | 171.83% | Q1 2026 | May 08, 2026 |
| BFSG, LLC | History | Added to | 184 | 18 | 0.0% | 0.0% | 1267 | +14 | 8.24% | Q1 2026 | Apr 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 191 | 18 | 0.0% | 0.0% | 1268 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Networth Advisors, LLC | History | Reduced | 180 | 17 | 0.01% | 0.07% | 1271 | -706 | -79.68% | Q1 2026 | Apr 22, 2026 |
| BAYBAN | History | Reduced | 179 | 17 | 0.01% | 0.05% | 1273 | -357 | -66.6% | Q1 2026 | Apr 24, 2026 |
| BIRCHBROOK, INC. | History | Added to | 177 | 17 | 0.01% | 0.0% | 1270 | +167 | 1670.0% | Q1 2026 | Apr 08, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 174 | 17 | 0.01% | 0.01% | 1272 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 168 | 16 | 0.0% | — | 1274 | +168 | New | Q1 2026 | Apr 14, 2026 |
| Main Street Group, LTD | History | New | 154 | 15 | 0.0% | — | 1279 | +154 | New | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 158 | 15 | 0.0% | 0.0% | 1277 | +102 | 182.14% | Q1 2026 | May 11, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 161 | 15 | 0.01% | 0.01% | 1278 | -4 | -2.42% | Q1 2026 | May 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 138 | 15 | 0.01% | 0.01% | 1275 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Horizons Wealth Management | History | No change | 158 | 15 | 0.01% | 0.01% | 1276 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Stone House Investment Management, LLC | History | No change | 144 | 14 | 0.0% | 0.0% | 1280 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RHL GROUP, LLC | History | New | 135 | 13 | 0.01% | — | 1283 | +135 | New | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 136 | 13 | 0.01% | 0.01% | 1281 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nemes Rush Group LLC | History | No change | 136 | 13 | 0.0% | 0.0% | 1282 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Trask Adam Roland | History | New | 130 | 12 | 0.01% | — | 1287 | +130 | New | Q1 2026 | May 15, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 124 | 12 | 0.0% | 0.01% | 1286 | -11 | -8.15% | Q1 2026 | Apr 30, 2026 |
| Imprint Wealth LLC | History | Reduced | 130 | 12 | 0.05% | 0.06% | 1285 | -1 | -0.76% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 125 | 12 | 0.0% | 0.0% | 1284 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 118 | 11 | 0.01% | — | 1293 | +118 | New | Q1 2026 | May 14, 2026 |
| First Pacific Financial | History | New | 115 | 11 | 0.0% | — | 1292 | +115 | New | Q1 2026 | Apr 23, 2026 |
| EPG Wealth Management LLC | History | Added to | 119 | 11 | 0.0% | 0.0% | 1290 | +71 | 147.92% | Q1 2026 | May 07, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 121 | 11 | 0.0% | 0.01% | 1291 | -53 | -30.46% | Q1 2026 | May 08, 2026 |
| Pacific Center for Financial Services | History | Added to | 122 | 11 | 0.0% | 0.0% | 1288 | +1 | 0.83% | Q1 2026 | May 12, 2026 |
| Morse Asset Management, Inc | History | Added to | 117 | 11 | 0.0% | 0.0% | 1289 | +1 | 0.86% | Q1 2026 | May 14, 2026 |
| Creative Capital Management Investments LLC | History | New | 105 | 10 | 0.0% | — | 1294 | +105 | New | Q1 2026 | Apr 21, 2026 |
| IFG Advisory, LLC | History | Reduced | 96 | 9 | 0.03% | 0.89% | 1296 | -191,803 | -99.95% | Q1 2026 | May 12, 2026 |
| Evergreen Advisors, LLC | History | New | 95 | 9 | 0.0% | — | 1297 | +95 | New | Q1 2026 | May 05, 2026 |
| NBT BANK N A /NY | History | Reduced | 92 | 9 | 0.0% | 0.0% | 1295 | -15 | -14.02% | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 91 | 8 | 0.0% | 0.0% | 1298 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 84 | 8 | 0.0% | 0.0% | 1299 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Team Financial Group, LLC | History | No change | 83 | 8 | 0.0% | 0.0% | 1300 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 86 | 8 | 0.0% | 0.0% | 1301 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Breakwater Investment Management | History | No change | 88 | 8 | 0.0% | 0.0% | 1302 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SYM FINANCIAL Corp | History | New | 81 | 7 | 0.0% | — | 1305 | +81 | New | Q1 2026 | May 08, 2026 |
| REAP Financial Group, LLC | History | No change | 75 | 7 | 0.0% | 0.0% | 1303 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | No change | 72 | 7 | 0.0% | 0.0% | 1304 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Lodestone Wealth Management LLC | History | No change | 63 | 6 | 0.0% | 0.0% | 1306 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vision Retirement, LLC | History | No change | 63 | 6 | 0.0% | 0.0% | 1307 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 1308 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Roble, Belko & Company, Inc | History | No change | 53 | 5 | 0.0% | 0.0% | 1309 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rice Partnership, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 1310 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ransom Advisory, Ltd | History | No change | 50 | 5 | 0.0% | 0.0% | 1311 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CDKV HOLDINGS LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 1312 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 41 | 4 | 0.0% | — | 1319 | +41 | New | Q1 2026 | May 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 49 | 4 | 0.0% | 0.0% | 1315 | +1 | 2.08% | Q1 2026 | Apr 06, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 43 | 4 | 0.0% | 0.0% | 1313 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Richardson Capital Management LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 1314 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 51 | 4 | 0.0% | 0.0% | 1316 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dorato Capital Management | History | No change | 41 | 4 | 0.0% | 0.0% | 1318 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 37 | 3 | 0.0% | 0.0% | 1320 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 31 | 3 | 0.05% | 0.05% | 1321 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 29 | 2 | 0.0% | — | 1325 | +29 | New | Q1 2026 | May 13, 2026 |
| True Link Financial Advisors, LLC | History | New | 21 | 2 | 0.0% | — | 1324 | +21 | New | Q1 2026 | Apr 29, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 1322 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pacifica Partners Inc. | History | No change | 24 | 2 | 0.0% | 0.0% | 1323 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 16 | 1 | 0.0% | 0.0% | 1326 | -101 | -86.32% | Q1 2026 | May 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 12 | 1 | 0.0% | 0.0% | 1327 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 11 | 1 | 0.0% | 0.0% | 1328 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1329 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| High Point Wealth Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1330 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -307,526 | -100.0% | Q1 2026 | May 01, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 7.0% | — | -154,627 | -100.0% | Q1 2026 | May 01, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.02% | — | -145,630 | -100.0% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 1.07% | — | -97,670 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 2.22% | — | -70,813 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 2.57% | — | -64,903 | -100.0% | Q1 2026 | May 15, 2026 |
| Davidson Capital Management Inc. | History | Closed out | 0 | 0 | — | 1.18% | — | -50,909 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 3.49% | — | -43,544 | -100.0% | Q1 2026 | May 11, 2026 |
| Cavalier Investments, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -35,780 | -100.0% | Q1 2026 | May 15, 2026 |
| Gilbert Capital Group, Inc. | History | Closed out | 0 | 0 | — | 2.45% | — | -30,589 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -29,006 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.06% | — | -24,228 | -100.0% | Q1 2026 | May 15, 2026 |
| INSPIRE TRUST CO, N.A. | History | Closed out | 0 | 0 | — | 0.32% | — | -18,347 | -100.0% | Q1 2026 | May 11, 2026 |
| Teucrium Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 1.75% | — | -14,981 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -12,113 | -100.0% | Q1 2026 | May 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -11,464 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -11,010 | -100.0% | Q1 2026 | May 12, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,930 | -100.0% | Q1 2026 | May 05, 2026 |
| OmniStar Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.61% | — | -9,813 | -100.0% | Q1 2026 | May 15, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.18% | — | -9,690 | -100.0% | Q1 2026 | May 12, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -9,543 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Kelly Financial Services LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -8,140 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,955 | -100.0% | Q1 2026 | May 04, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.7% | — | -7,897 | -100.0% | Q1 2026 | May 20, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -7,503 | -100.0% | Q1 2026 | May 15, 2026 |
| Providence First Trust Co | History | Closed out | 0 | 0 | — | 0.22% | — | -6,000 | -100.0% | Q1 2026 | May 04, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,712 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WATERS PARKERSON & CO., LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,534 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -5,463 | -100.0% | Q1 2026 | May 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,654 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,935 | -100.0% | Q1 2026 | May 15, 2026 |
| Chris Bulman Inc | History | Closed out | 0 | 0 | — | 0.18% | — | -3,795 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -3,704 | -100.0% | Q1 2026 | May 06, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -3,636 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,457 | -100.0% | Q1 2026 | May 13, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.34% | — | -3,375 | -100.0% | Q1 2026 | Apr 02, 2026 |
| ASSOCIATED BANC-CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,173 | -100.0% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,142 | -100.0% | Q1 2026 | Apr 17, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Closed out | 0 | 0 | — | 0.11% | — | -2,980 | -100.0% | Q1 2026 | May 05, 2026 |
| Providence Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -2,817 | -100.0% | Q1 2026 | May 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Closed out | 0 | 0 | — | 0.0% | — | -2,624 | -100.0% | Q1 2026 | May 15, 2026 |
| PCM Encore, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,517 | -100.0% | Q1 2026 | May 12, 2026 |
| marrick wealth, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,492 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,482 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,469 | -100.0% | Q1 2026 | May 14, 2026 |
| Elevation Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -2,352 | -100.0% | Q1 2026 | May 11, 2026 |
| truNorth Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -2,337 | -100.0% | Q1 2026 | May 05, 2026 |
| Grandview Asset Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,293 | -100.0% | Q1 2026 | May 07, 2026 |
| Guardian Capital, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,233 | -100.0% | Q1 2026 | May 11, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.17% | — | -2,169 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Bauman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,168 | -100.0% | Q1 2026 | May 06, 2026 |
| Independent Solutions Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,113 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,094 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,059 | -100.0% | Q1 2026 | May 01, 2026 |
| SPINNAKER TRUST | History | Closed out | 0 | 0 | — | 0.01% | — | -2,034 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Naviter Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,031 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,997 | -100.0% | Q1 2026 | May 15, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,997 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,952 | -100.0% | Q1 2026 | May 11, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,948 | -100.0% | Q1 2026 | Apr 17, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,943 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,930 | -100.0% | Q1 2026 | Apr 17, 2026 |
| LCW Services, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,913 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -1,890 | -100.0% | Q1 2026 | May 07, 2026 |
| Insight Inv LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,815 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,514 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,460 | -100.0% | Q1 2026 | May 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,330 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -1,034 | -100.0% | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -911 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -876 | -100.0% | Q1 2026 | May 01, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -730 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -697 | -100.0% | Q1 2026 | May 11, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -686 | -100.0% | Q1 2026 | May 11, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -675 | -100.0% | Q1 2026 | May 14, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -663 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.02% | — | -378 | -100.0% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 9 | 0 | — | 0.0% | — | -368 | -97.61% | Q1 2026 | Apr 27, 2026 |
| O'Domhnaill Enterprises, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -350 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -301 | -100.0% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q1 2026 | May 01, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -290 | -100.0% | Q1 2026 | May 14, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -242 | -100.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -210 | -100.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -125 | -100.0% | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -90 | -100.0% | Q1 2026 | May 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Smithfield Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 13, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 2 | 0 | — | 0.0% | — | -44 | -95.65% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Sawyer & Company, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 08, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Portus Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 22, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | No change | 10 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Truvestments Capital LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Byrne Asset Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |