SPDR SERIES TRUST - SPYM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 110,682,000 | 8,261,309 | 3.97% | 2.82% | 1 | +53,107,838 | 92.24% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 91,626,856 | 7,013,120 | 13.28% | 12.77% | 2 | +8,041,014 | 9.62% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 69,185,442 | 5,146,013 | 0.33% | 0.04% | 3 | +60,724,409 | 717.69% | Q1 2026 | May 13, 2026 |
| USS Investment Management Ltd | History | No change | 66,398,232 | 5,081,788 | 19.88% | 24.76% | 4 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Added to | 58,660,538 | 4,489,877 | 1.19% | 1.13% | 5 | +7,149,483 | 13.88% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | New | 49,650,246 | 3,800,229 | 3.78% | — | 6 | +49,650,246 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 36,172,901 | 2,768,673 | 0.2% | 0.31% | 7 | -17,674,966 | -32.82% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 33,659,028 | 2,576,261 | 1.75% | 1.88% | 8 | +858,879 | 2.62% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 21,566,182 | 1,650,675 | 0.69% | — | 9 | +21,566,182 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,261,471 | 1,550,813 | 0.42% | 0.43% | 10 | +2,370,112 | 13.25% | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | Added to | 19,841,003 | 1,518,630 | 1.59% | 0.41% | 11 | +14,769,841 | 291.25% | Q1 2026 | May 11, 2026 |
| Kedalion Capital Management LLP | History | Added to | 17,879,000 | 1,368,458 | 39.32% | 7.56% | 12 | +14,039,000 | 365.6% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 17,249,772 | 1,320,297 | 0.08% | 0.15% | 13 | -13,605,842 | -44.1% | Q1 2026 | May 15, 2026 |
| MKP Capital Management, L.L.C. | History | New | 13,671,700 | 1,046,431 | 34.39% | — | 14 | +13,671,700 | New | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Reduced | 13,323,068 | 1,004,959 | 3.59% | 4.72% | 15 | -3,109,932 | -18.92% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 11,255,034 | 861,460 | 2.26% | 2.25% | 16 | +895,773 | 8.65% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 10,605,839 | 811,770 | 0.12% | 0.13% | 17 | -1,110 | -0.01% | Q1 2026 | May 12, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 9,989,832 | 764,621 | 4.05% | 4.17% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 9,536,000 | 729,885 | 5.62% | 5.61% | 19 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,072,359 | 694,398 | 0.08% | 0.09% | 20 | -40,908 | -0.45% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 7,737,467 | 592,225 | 3.65% | 3.67% | 21 | +287,619 | 3.86% | Q1 2026 | May 15, 2026 |
| OSSIAM | History | New | 7,619,932 | 583,229 | 10.26% | — | 22 | +7,619,932 | New | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,148,887 | 547,175 | 5.35% | 4.81% | 23 | +1,025,127 | 16.74% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,138,779 | 546,455 | 0.8% | 0.88% | 24 | -332,864 | -4.46% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 6,827,654 | 522,589 | 0.73% | 0.37% | 25 | +3,586,287 | 110.64% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Added to | 6,396,243 | 489,568 | 4.81% | 4.02% | 26 | +931,981 | 17.06% | Q1 2026 | Apr 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 6,236,648 | 477,353 | 3.38% | 3.32% | 27 | +791,064 | 14.53% | Q1 2026 | Apr 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 6,025,725 | 461,208 | 29.61% | 30.62% | 28 | +73,872 | 1.24% | Q1 2026 | Apr 17, 2026 |
| TIG Advisors, LLC | History | Added to | 5,960,514 | 456,262 | 21.09% | 22.1% | 29 | +14,502 | 0.24% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,430,943 | 415,663 | 0.13% | 0.12% | 30 | +822,494 | 17.85% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,371,307 | 411,119 | 0.25% | 0.21% | 31 | +1,275,227 | 31.13% | Q1 2026 | May 07, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 5,268,562 | 403,255 | 15.28% | 21.07% | 32 | -925,712 | -14.94% | Q1 2026 | Apr 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 5,218,730 | 399,441 | 8.28% | 8.4% | 33 | +301,289 | 6.13% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,122,117 | 391,447 | 0.09% | 0.1% | 34 | -328,922 | -6.03% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 5,050,535 | 386,567 | 0.78% | 0.77% | 35 | -16,519 | -0.33% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,986,884 | 381,696 | 1.79% | 1.81% | 36 | +178,017 | 3.7% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 4,863,025 | 372,208 | 0.4% | 0.39% | 37 | +431,656 | 9.74% | Q1 2026 | May 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 4,861,791 | 372,121 | 14.33% | 14.91% | 38 | +116,648 | 2.46% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,717,961 | 361,112 | 2.84% | 0.93% | 39 | +3,097,812 | 191.21% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Added to | 4,685,783 | 358,649 | 0.01% | 0.01% | 40 | +1,983,928 | 73.43% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 4,638,019 | 357,172 | 13.18% | 6.44% | 41 | +4,137,307 | 826.28% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,543,574 | 347,765 | 6.76% | 6.82% | 42 | +213,486 | 4.93% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 4,479,098 | 342,830 | 3.68% | 0.55% | 43 | +4,198,866 | 1498.35% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,367,372 | 334,278 | 0.35% | 0.38% | 44 | +92,745 | 2.17% | Q1 2026 | May 05, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 4,252,491 | 325,485 | 2.19% | 1.94% | 45 | +780,750 | 22.49% | Q1 2026 | May 07, 2026 |
| Gradient Investments LLC | History | Added to | 4,198,437 | 321,348 | 4.98% | 5.14% | 46 | +158,967 | 3.94% | Q1 2026 | Apr 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 4,164,509 | 318,751 | 5.14% | 5.16% | 47 | +355,073 | 9.32% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,044,072 | 309,533 | 0.06% | 0.05% | 48 | +533,942 | 15.21% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 3,985,848 | 305,076 | 4.19% | 3.68% | 49 | +786,698 | 24.59% | Q1 2026 | Apr 08, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,982,858 | 304,847 | 2.58% | 2.64% | 50 | -108,810 | -2.66% | Q1 2026 | May 11, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 3,982,740 | 304,838 | 13.48% | 10.91% | 51 | +733,087 | 22.56% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 3,975,707 | 304,320 | 8.0% | 8.74% | 52 | +158,812 | 4.16% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | New | 3,900,617 | 298,553 | 0.63% | — | 53 | +3,900,617 | New | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 3,610,494 | 295,338 | 19.9% | 19.9% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hills Bank & Trust Co | History | Added to | 3,547,258 | 271,507 | 13.12% | 1.92% | 55 | +3,136,385 | 763.35% | Q1 2026 | May 01, 2026 |
| Norinchukin Bank, The | History | No change | 3,511,270 | 268,752 | 3.14% | 3.28% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stadion Money Management, LLC | History | Reduced | 3,296,538 | 252,317 | 25.37% | 24.67% | 57 | -497,051 | -13.1% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,109,441 | 237,996 | 0.08% | 0.64% | 58 | +224,190 | 7.77% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | Added to | 3,104,457 | 237,615 | 2.52% | 2.23% | 59 | +476,470 | 18.13% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 3,053,303 | 233,699 | 0.48% | 0.53% | 60 | -180,387 | -5.58% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,015,193 | 230,783 | 0.04% | 0.03% | 61 | +689,010 | 29.62% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 2,640,303 | 202,088 | 6.45% | 6.09% | 62 | +357,516 | 15.66% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,368,026 | 189,963 | 3.37% | 3.37% | 63 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 2,474,582 | 189,404 | 26.15% | 0.08% | 64 | +2,467,754 | 36141.68% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 2,462,918 | 188,356 | 0.22% | 0.22% | 65 | +146,739 | 6.34% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,499,654 | 188,340 | 0.38% | 0.37% | 66 | -825,205 | -24.82% | Q1 2026 | Apr 08, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 2,403,354 | 183,952 | 24.47% | 24.57% | 67 | +105,611 | 4.6% | Q1 2026 | Apr 09, 2026 |
| Cerity Partners LLC | History | Added to | 2,346,533 | 179,603 | 0.25% | 0.04% | 68 | +1,982,591 | 544.75% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 2,343,557 | 179,375 | 10.21% | 8.37% | 69 | +599,319 | 34.36% | Q1 2026 | Apr 09, 2026 |
| UBS Group AG | History | Added to | 2,309,952 | 176,803 | 0.03% | 0.03% | 70 | +258,106 | 12.58% | Q1 2026 | May 05, 2026 |
| SPINNAKER TRUST | History | Added to | 2,267,826 | 173,579 | 9.61% | 9.3% | 71 | +101,149 | 4.67% | Q1 2026 | Apr 23, 2026 |
| VICUS CAPITAL | History | Added to | 2,262,820 | 173,196 | 12.73% | 10.9% | 72 | +451,679 | 24.94% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,228,576 | 170,575 | 0.44% | 0.45% | 73 | +91,428 | 4.28% | Q1 2026 | Apr 30, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 2,070,402 | 158,468 | 9.15% | 7.8% | 74 | -655 | -0.03% | Q1 2026 | Apr 16, 2026 |
| Empower Advisory Group, LLC | History | Added to | 2,059,639 | 157,644 | 0.41% | 0.02% | 75 | +1,944,777 | 1693.14% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,028,092 | 155,230 | 0.43% | 0.47% | 76 | -375,275 | -15.61% | Q1 2026 | May 04, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 1,859,482 | 142,324 | 24.33% | 24.46% | 77 | +61,486 | 3.42% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 1,847,371 | 141,397 | 0.76% | 0.66% | 78 | +418,267 | 29.27% | Q1 2026 | May 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,843,291 | 141,085 | 4.75% | 4.52% | 79 | +229,705 | 14.24% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,832,000 | 140,221 | 0.11% | 0.2% | 80 | +60,500 | 3.42% | Q1 2026 | May 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,807,986 | 138,383 | 7.77% | 7.25% | 81 | +102,260 | 6.0% | Q1 2026 | May 01, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 1,807,460 | 138,342 | 10.2% | 6.41% | 82 | +717,830 | 65.88% | Q1 2026 | Apr 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 1,802,322 | 137,949 | 18.22% | 20.11% | 83 | -131,514 | -6.8% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,682,469 | 128,776 | 2.34% | 2.6% | 84 | -4,678 | -0.28% | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Added to | 1,624,460 | 124,336 | 4.3% | 3.36% | 85 | +398,921 | 32.55% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,451,918 | 111,129 | 0.89% | 1.08% | 86 | +321,601 | 28.45% | Q1 2026 | May 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 1,409,193 | 107,859 | 8.07% | 13.04% | 87 | -588,529 | -29.46% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,360,992 | 104,170 | 0.15% | 0.13% | 88 | +105,120 | 8.37% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,278,593 | 97,863 | 1.11% | 1.13% | 89 | +29,465 | 2.36% | Q1 2026 | Apr 28, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,246,265 | 95,389 | 1.48% | 1.63% | 90 | +10,484 | 0.85% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,222,286 | 94,262 | 1.61% | 1.39% | 91 | +272,216 | 28.65% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 1,110,238 | 92,793 | 6.39% | 4.83% | 92 | +285,760 | 34.66% | Q1 2026 | Apr 29, 2026 |
| Revere Asset Management, Inc | History | Reduced | 1,209,143 | 92,547 | 47.41% | 36.21% | 93 | -73,462 | -5.73% | Q1 2026 | May 06, 2026 |
| Austin Private Wealth, LLC | History | No change | 1,133,896 | 90,961 | 6.76% | 6.76% | 94 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| World Investment Advisors | History | Reduced | 1,173,658 | 89,831 | 1.45% | 1.73% | 95 | -158,033 | -11.87% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 1,159,101 | 88,717 | 2.48% | 2.5% | 96 | +46,600 | 4.19% | Q1 2026 | May 12, 2026 |
| KWB Wealth | History | Reduced | 1,105,743 | 88,702 | 8.77% | 8.46% | 97 | -8,199 | -0.74% | Q1 2026 | Apr 08, 2026 |
| LVW Advisors, LLC | History | Added to | 1,158,465 | 88,668 | 8.45% | 3.53% | 98 | +724,093 | 166.7% | Q1 2026 | Apr 20, 2026 |
| Crews Bank & Trust | History | Added to | 1,155,857 | 88,469 | 12.83% | 13.05% | 99 | +19,452 | 1.71% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,136,697 | 87,002 | 3.44% | 3.03% | 100 | +165,689 | 17.06% | Q1 2026 | Apr 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,110,623 | 85,007 | 0.66% | 0.69% | 101 | +92,201 | 9.05% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,102,261 | 84,367 | 0.32% | 0.39% | 102 | -75,206 | -6.39% | Q1 2026 | Apr 30, 2026 |
| Brown Financial Advisory | History | Added to | 1,080,020 | 82,664 | 41.0% | 42.82% | 103 | +23,817 | 2.25% | Q1 2026 | Apr 24, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 1,079,682 | 82,638 | 39.09% | 40.0% | 104 | +49,533 | 4.81% | Q1 2026 | May 04, 2026 |
| One Day In July LLC | History | Added to | 1,059,807 | 81,117 | 6.49% | 6.39% | 105 | +90,502 | 9.34% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,050,323 | 80,391 | 2.54% | 3.02% | 106 | +16,641 | 1.61% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | New | 1,010,637 | 77,354 | 4.19% | — | 107 | +1,010,637 | New | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 1,008,174 | 77,165 | 2.93% | 2.47% | 108 | +163,344 | 19.33% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 1,003,334 | 76,795 | 5.27% | 5.13% | 109 | +199,603 | 24.83% | Q1 2026 | Apr 17, 2026 |
| Solitude Financial Services | History | Added to | 910,220 | 74,983 | 22.18% | 21.94% | 110 | +80,742 | 9.73% | Q1 2026 | Apr 16, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 975,786 | 74,686 | 3.95% | 4.02% | 111 | +24,372 | 2.56% | Q1 2026 | Apr 17, 2026 |
| Intrua Financial, LLC | History | Reduced | 969,562 | 74,210 | 7.66% | 8.32% | 112 | -13,743 | -1.4% | Q1 2026 | Apr 23, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 950,227 | 72,730 | 14.13% | 16.46% | 113 | +67,291 | 7.62% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 946,188 | 72,421 | 0.01% | 0.01% | 114 | +66,353 | 7.54% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 944,513 | 72,292 | 5.41% | 5.37% | 115 | +39,366 | 4.35% | Q1 2026 | May 04, 2026 |
| Eagle Strategies LLC | History | Added to | 936,608 | 71,687 | 8.56% | 9.14% | 116 | +44,902 | 5.04% | Q1 2026 | Apr 20, 2026 |
| Allen Capital Group, LLC | History | No change | 888,348 | 71,263 | 6.53% | 6.53% | 117 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 914,702 | 70,011 | 14.73% | 15.2% | 118 | +83,034 | 9.98% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 891,129 | 68,207 | 0.1% | 0.14% | 119 | -279,392 | -23.87% | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 876,788 | 67,109 | 15.33% | 15.56% | 120 | +81,168 | 10.2% | Q1 2026 | Apr 22, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 872,415 | 66,774 | 0.03% | 0.03% | 121 | -62,735 | -6.71% | Q1 2026 | May 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 866,610 | 66,330 | 0.97% | 1.03% | 122 | +32,742 | 3.93% | Q1 2026 | May 13, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 855,500 | 65,480 | 7.23% | 5.87% | 123 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 855,100 | 65,449 | 15.87% | 16.3% | 124 | -34,400 | -3.87% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 852,472 | 65,248 | 2.06% | 2.14% | 125 | +20,953 | 2.52% | Q1 2026 | Apr 08, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 812,351 | 65,166 | 8.62% | 8.62% | 126 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 846,766 | 64,811 | 0.01% | 0.01% | 127 | +217,804 | 34.63% | Q1 2026 | May 05, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 846,198 | 64,768 | 7.23% | 7.55% | 128 | +33,910 | 4.17% | Q1 2026 | Apr 29, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 828,247 | 63,394 | 13.35% | 13.7% | 129 | +17,672 | 2.18% | Q1 2026 | May 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 803,198 | 61,476 | 4.11% | — | 130 | +803,198 | New | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | Reduced | 803,137 | 61,472 | 0.72% | 0.86% | 131 | -101,423 | -11.21% | Q1 2026 | May 11, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 800,534 | 61,272 | 16.28% | 16.92% | 132 | +4,641 | 0.58% | Q1 2026 | Apr 16, 2026 |
| Auour Investments LLC | History | Added to | 794,899 | 60,841 | 19.14% | 19.83% | 133 | +17,991 | 2.32% | Q1 2026 | Apr 20, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 793,804 | 60,757 | 17.95% | 19.31% | 134 | +14,818 | 1.9% | Q1 2026 | Apr 20, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 772,538 | 59,130 | 20.34% | 21.65% | 135 | +11,023 | 1.45% | Q1 2026 | Apr 27, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 766,031 | 58,577 | 20.18% | 21.03% | 136 | -892 | -0.12% | Q1 2026 | May 07, 2026 |
| Private Wealth Group, LLC | History | Added to | 762,635 | 58,372 | 27.22% | 28.59% | 137 | +19,612 | 2.64% | Q1 2026 | Apr 23, 2026 |
| Procyon Advisors, LLC | History | Added to | 758,822 | 58,080 | 2.85% | 2.6% | 138 | +102,358 | 15.59% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 751,451 | 57,516 | 0.45% | 0.49% | 139 | -15,468 | -2.02% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 749,507 | 57,367 | 0.1% | 0.17% | 140 | +100,042 | 15.4% | Q1 2026 | May 01, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 745,917 | 57,092 | 15.48% | 21.55% | 141 | +118,921 | 18.97% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 741,576 | 56,760 | 0.88% | 1.08% | 142 | +76,762 | 11.55% | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 740,721 | 56,694 | 3.85% | 4.02% | 143 | +20,534 | 2.85% | Q1 2026 | Apr 29, 2026 |
| New Perspectives, Inc | History | Reduced | 730,608 | 55,920 | 19.37% | 20.45% | 144 | -4,611 | -0.63% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Reduced | 717,248 | 54,898 | 2.01% | 2.66% | 145 | -1,231 | -0.17% | Q1 2026 | May 19, 2026 |
| WBH ADVISORY INC | History | Added to | 710,952 | 54,828 | 4.11% | 4.11% | 146 | +18,343 | 2.65% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 715,321 | 54,750 | 1.45% | 1.54% | 147 | -28,921 | -3.89% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Added to | 714,132 | 54,659 | 3.74% | 3.11% | 148 | +190,232 | 36.31% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,074,082 | 54,260 | 2.51% | 0.72% | 149 | -386,061 | -15.69% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 704,600 | 53,930 | 0.01% | 0.0% | 150 | +663,800 | 1626.96% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 703,341 | 53,833 | 1.25% | 1.08% | 151 | +151,306 | 27.41% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 700,479 | 53,607 | 0.1% | 0.1% | 152 | +20,891 | 3.07% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 695,533 | 53,236 | 2.07% | 2.54% | 153 | +410,813 | 144.29% | Q1 2026 | May 15, 2026 |
| Tull Financial Group, Inc. | History | Added to | 689,630 | 52,784 | 23.57% | 23.07% | 154 | +18,235 | 2.72% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 689,011 | 52,736 | 0.0% | 0.0% | 155 | +229,298 | 49.88% | Q1 2026 | May 13, 2026 |
| One Wealth Advisors, LLC | History | Added to | 683,352 | 52,303 | 6.51% | 5.7% | 156 | +102,099 | 17.57% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 648,382 | 52,013 | 0.33% | 0.32% | 157 | +64,441 | 11.04% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 621,656 | 51,958 | 6.44% | 6.76% | 158 | -22,313 | -3.46% | Q1 2026 | Apr 20, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 675,168 | 51,677 | 7.19% | 4.64% | 159 | +259,431 | 62.4% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 672,500 | 51,473 | 0.9% | 0.63% | 160 | +212,600 | 46.23% | Q1 2026 | Apr 20, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 669,716 | 51,260 | 14.3% | 13.75% | 161 | +68,621 | 11.42% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 669,084 | 51,211 | 0.28% | 0.2% | 162 | +212,553 | 46.56% | Q1 2026 | May 05, 2026 |
| HM PAYSON & CO | History | Reduced | 661,241 | 50,611 | 0.73% | 0.81% | 163 | -50,758 | -7.13% | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 652,997 | 49,980 | 2.09% | — | 164 | +652,997 | New | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 641,714 | 49,116 | 4.41% | 4.04% | 165 | +100,435 | 18.56% | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 640,610 | 49,032 | 0.98% | 0.95% | 166 | -5,018 | -0.78% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 631,003 | 48,297 | 2.42% | 2.51% | 167 | +28,837 | 4.79% | Q1 2026 | Apr 23, 2026 |
| Petix & Botte Co | History | Added to | 625,904 | 47,906 | 10.67% | 10.16% | 168 | +67,849 | 12.16% | Q1 2026 | Apr 30, 2026 |
| PSI Advisors, LLC | History | Added to | 624,896 | 47,829 | 11.46% | 12.17% | 169 | +20,737 | 3.43% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 624,460 | 47,796 | 0.05% | 0.06% | 170 | -51,751 | -7.65% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 617,252 | 47,244 | 3.66% | 3.33% | 171 | +94,667 | 18.12% | Q1 2026 | May 07, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 604,525 | 46,270 | 3.54% | 3.53% | 172 | +24,040 | 4.14% | Q1 2026 | Apr 08, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 594,530 | 45,505 | 1.97% | 2.37% | 173 | -137,632 | -18.8% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 593,732 | 45,444 | 1.68% | 1.86% | 174 | -19,379 | -3.16% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 592,900 | 45,380 | 0.01% | 0.01% | 175 | +147,800 | 33.21% | Q1 2026 | May 15, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 591,330 | 45,260 | 19.55% | 20.59% | 176 | -1,508 | -0.25% | Q1 2026 | May 01, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 590,368 | 45,186 | 13.73% | 13.35% | 177 | +58,180 | 10.93% | Q1 2026 | Apr 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 534,801 | 45,014 | 6.18% | 5.13% | 178 | +110,962 | 26.18% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 587,958 | 45,002 | 0.02% | 0.02% | 179 | -7,662 | -1.29% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 587,224 | 44,946 | 0.34% | 0.37% | 180 | +10,399 | 1.8% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 581,156 | 44,481 | 0.51% | 0.56% | 181 | -24,419 | -4.03% | Q1 2026 | Apr 16, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 578,203 | 44,255 | 12.18% | 12.24% | 182 | +54,111 | 10.32% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 571,822 | 43,767 | 1.92% | 2.05% | 183 | +30,980 | 5.73% | Q1 2026 | Apr 28, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 708,568 | 43,598 | 29.24% | 10.55% | 184 | +499,246 | 238.51% | Q1 2026 | May 13, 2026 |
| West Wealth Group, LLC | History | Added to | 562,031 | 43,017 | 8.5% | 5.39% | 185 | +238,147 | 73.53% | Q1 2026 | May 11, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 556,584 | 42,600 | 4.06% | 4.42% | 186 | -22,081 | -3.82% | Q1 2026 | Apr 13, 2026 |
| Encompass More Asset Management | History | Added to | 555,365 | 42,507 | 7.13% | 1.51% | 187 | +453,408 | 444.71% | Q1 2026 | Apr 28, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 554,541 | 42,444 | 20.52% | — | 188 | +554,541 | New | Q1 2026 | May 14, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 548,404 | 41,974 | 11.08% | 11.31% | 189 | +40,000 | 7.87% | Q1 2026 | Apr 21, 2026 |
| Wealth Management Nebraska | History | New | 544,531 | 41,678 | 4.22% | — | 190 | +544,531 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 539,854 | 41,320 | 0.86% | 0.99% | 191 | -11,585 | -2.1% | Q1 2026 | Apr 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 539,444 | 41,289 | 14.83% | 14.7% | 192 | +33,873 | 6.7% | Q1 2026 | Apr 14, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 538,699 | 41,232 | 4.24% | 4.15% | 193 | +7,894 | 1.49% | Q1 2026 | May 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 538,211 | 41,194 | 5.43% | 5.64% | 194 | +32,428 | 6.41% | Q1 2026 | Apr 28, 2026 |
| Financial Insights, Inc. | History | Added to | 535,431 | 40,981 | 13.28% | 13.02% | 195 | +51,318 | 10.6% | Q1 2026 | May 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 531,304 | 40,665 | 0.02% | 0.01% | 196 | +220,518 | 70.95% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 528,965 | 40,487 | 1.33% | 0.95% | 197 | +166,691 | 46.01% | Q1 2026 | May 14, 2026 |
| Bricktown Capital, LLC | History | Added to | 526,537 | 40,301 | 7.93% | 6.64% | 198 | +34,787 | 7.07% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 521,714 | 39,931 | 0.01% | 0.01% | 199 | -13,474 | -2.52% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 521,158 | 39,889 | 3.06% | 4.48% | 200 | -163,129 | -23.84% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 514,985 | 39,715 | 0.38% | 0.58% | 201 | -155,096 | -23.15% | Q1 2026 | Apr 07, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 516,718 | 39,549 | 6.24% | 6.4% | 202 | +3,326 | 0.65% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 509,074 | 38,964 | 0.22% | 0.25% | 203 | -49,164 | -8.81% | Q1 2026 | Apr 30, 2026 |
| Security Financial Services, INC. | History | No change | 485,406 | 38,939 | 6.11% | 6.11% | 204 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 505,424 | 38,685 | 0.42% | 0.32% | 205 | +154,124 | 43.87% | Q1 2026 | Apr 20, 2026 |
| Macco Financial Group, Inc. | History | Added to | 501,140 | 38,357 | 29.05% | 28.26% | 206 | +91,268 | 22.27% | Q1 2026 | Apr 23, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 494,737 | 37,867 | 19.58% | 20.28% | 207 | +21,282 | 4.5% | Q1 2026 | Apr 21, 2026 |
| TSG Advice Partners, LLC | History | Added to | 485,200 | 37,137 | 5.56% | 0.08% | 208 | +478,766 | 7441.19% | Q1 2026 | Apr 24, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 484,160 | 37,057 | 10.88% | 11.09% | 209 | -10,733 | -2.17% | Q1 2026 | Apr 21, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 474,554 | 36,322 | 14.95% | 10.52% | 210 | +140,616 | 42.11% | Q1 2026 | Apr 22, 2026 |
| Compass Financial Services Inc | History | Reduced | 474,091 | 36,286 | 15.72% | 16.52% | 211 | -3,599 | -0.75% | Q1 2026 | May 01, 2026 |
| Richmond Investment Services, LLC | History | Added to | 469,712 | 35,952 | 5.81% | 6.26% | 212 | +18,581 | 4.12% | Q1 2026 | Apr 29, 2026 |
| Fiduciary Alliance LLC | History | Added to | 434,686 | 35,809 | 2.16% | 0.23% | 213 | +391,036 | 895.84% | Q1 2026 | Apr 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 435,051 | 34,899 | 0.01% | 0.0% | 214 | +431,290 | 11467.43% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 453,841 | 34,737 | 2.08% | 2.02% | 215 | +40,204 | 9.72% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 452,181 | 34,609 | 0.78% | 0.73% | 216 | +44,596 | 10.94% | Q1 2026 | May 15, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 449,889 | 34,434 | 13.91% | 14.32% | 217 | +9,414 | 2.14% | Q1 2026 | Apr 29, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 448,546 | 34,331 | 25.07% | 25.65% | 218 | +517 | 0.12% | Q1 2026 | May 05, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 448,178 | 34,303 | 7.52% | 7.19% | 219 | +41,085 | 10.09% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 443,672 | 33,958 | 0.84% | 0.89% | 220 | -4,557 | -1.02% | Q1 2026 | Apr 29, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 440,487 | 33,714 | 5.99% | 3.32% | 221 | +216,660 | 96.8% | Q1 2026 | Apr 22, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 439,870 | 33,667 | 8.53% | — | 222 | +439,870 | New | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 436,471 | 33,407 | 1.63% | 1.76% | 223 | -16,256 | -3.59% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 432,959 | 33,138 | 0.25% | 0.29% | 224 | -12,814 | -2.87% | Q1 2026 | Apr 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 425,101 | 32,970 | 1.99% | 0.9% | 225 | +239,092 | 128.54% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 426,058 | 32,612 | 0.1% | 0.17% | 226 | -274,937 | -39.22% | Q1 2026 | May 13, 2026 |
| Stonebrook Private Inc. | History | Added to | 424,871 | 32,519 | 6.93% | 5.11% | 227 | +120,331 | 39.51% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 422,644 | 32,349 | 0.24% | 0.26% | 228 | -5,980 | -1.4% | Q1 2026 | May 12, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 421,242 | 32,241 | 4.62% | 4.69% | 229 | +11,601 | 2.83% | Q1 2026 | Apr 27, 2026 |
| Leo Wealth, LLC | History | Added to | 419,144 | 32,064 | 2.33% | 2.4% | 230 | +6,257 | 1.52% | Q1 2026 | May 05, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 417,266 | 31,937 | 2.36% | 2.81% | 231 | -74,820 | -15.2% | Q1 2026 | Apr 13, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 415,912 | 31,833 | 22.31% | 28.82% | 232 | -29,859 | -6.7% | Q1 2026 | May 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 414,641 | 31,736 | 1.8% | 1.62% | 233 | +76,843 | 22.75% | Q1 2026 | Apr 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 406,944 | 31,147 | 0.03% | 0.03% | 234 | -11 | -0.0% | Q1 2026 | May 12, 2026 |
| Arvest Bank Trust Division | History | Added to | 406,051 | 31,079 | 1.69% | 1.45% | 235 | +72,534 | 21.75% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 402,922 | 30,839 | 0.6% | 0.61% | 236 | -9,955 | -2.41% | Q1 2026 | May 01, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 399,068 | 30,544 | 13.33% | 7.04% | 237 | +197,519 | 98.0% | Q1 2026 | May 04, 2026 |
| Global View Capital Management LLC | History | Reduced | 398,889 | 30,531 | 8.1% | 9.72% | 238 | -251,096 | -38.63% | Q1 2026 | May 04, 2026 |
| Capital Investment Management, Inc. | History | Added to | 395,273 | 30,254 | 10.39% | 10.83% | 239 | +9,282 | 2.4% | Q1 2026 | Apr 22, 2026 |
| TSA Wealth Managment LLC | History | Added to | 392,549 | 30,045 | 9.71% | 8.64% | 240 | +67,419 | 20.74% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 392,231 | 30,021 | 0.6% | 0.48% | 241 | +100,422 | 34.41% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 388,066 | 29,701 | 0.7% | 0.28% | 242 | +244,345 | 170.01% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Added to | 387,987 | 29,696 | 0.55% | 0.52% | 243 | +42,899 | 12.43% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 382,132 | 29,248 | 0.25% | 0.22% | 244 | +909 | 0.24% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 379,070 | 29,014 | 0.69% | 0.74% | 245 | +23,284 | 6.54% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 375,427 | 28,735 | 3.49% | 3.14% | 246 | +51,387 | 15.86% | Q1 2026 | Apr 23, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 372,022 | 28,474 | 3.83% | 4.5% | 247 | +23,446 | 6.73% | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 369,144 | 28,254 | 11.83% | 13.54% | 248 | +12,656 | 3.55% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 365,958 | 28,010 | 2.1% | 2.14% | 249 | +10,591 | 2.98% | Q1 2026 | Apr 14, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 363,105 | 27,792 | 3.04% | 5.41% | 250 | -36,099 | -9.04% | Q1 2026 | May 07, 2026 |
| Vivaldi Capital Management LP | History | Added to | 362,979 | 27,782 | 3.84% | 3.66% | 251 | +27,619 | 8.24% | Q1 2026 | May 14, 2026 |
| TABLEAUX LLC | History | Added to | 358,971 | 27,475 | 13.31% | 13.87% | 252 | +116,051 | 47.77% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 357,735 | 27,381 | 3.87% | 4.08% | 253 | -9,560 | -2.6% | Q1 2026 | Apr 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 357,549 | 27,366 | 1.87% | 1.61% | 254 | +35,244 | 10.93% | Q1 2026 | May 21, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 356,956 | 27,321 | 3.52% | 3.85% | 255 | +12,413 | 3.6% | Q1 2026 | Apr 17, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 355,607 | 27,218 | 18.18% | 13.76% | 256 | +9,057 | 2.61% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 355,476 | 27,167 | 1.29% | 1.41% | 257 | -7,404 | -2.04% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 354,684 | 27,147 | 0.02% | 0.0% | 258 | +326,491 | 1158.06% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 351,387 | 26,878 | 2.01% | 1.46% | 259 | +51,812 | 17.3% | Q1 2026 | May 20, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 346,660 | 26,533 | 13.98% | 13.14% | 260 | -17,469 | -4.8% | Q1 2026 | May 15, 2026 |
| CBM Financial, LLC | History | Added to | 317,492 | 26,485 | 16.53% | 16.62% | 261 | +14,415 | 4.76% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 342,787 | 26,236 | 0.02% | 0.02% | 262 | +13,638 | 4.14% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 335,409 | 25,672 | 1.66% | 1.77% | 263 | -2,278 | -0.67% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 335,348 | 25,667 | 0.6% | 0.27% | 264 | +194,633 | 138.32% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 333,410 | 25,519 | 0.04% | 0.05% | 265 | -47,120 | -12.38% | Q1 2026 | May 14, 2026 |
| SYKON CAPITAL LLC | History | Added to | 329,489 | 25,219 | 8.4% | 8.13% | 266 | +13,798 | 4.37% | Q1 2026 | Apr 22, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 328,771 | 25,164 | 13.61% | 14.05% | 267 | +6,520 | 2.02% | Q1 2026 | May 12, 2026 |
| Maia Wealth LLC | History | Added to | 326,134 | 24,962 | 4.22% | 4.42% | 268 | +2,834 | 0.88% | Q1 2026 | May 08, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 325,418 | 24,907 | 3.84% | 3.97% | 269 | +20,753 | 6.81% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 325,125 | 24,885 | 0.01% | 0.01% | 270 | -5,392 | -1.63% | Q1 2026 | May 08, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 309,089 | 24,795 | 2.75% | 2.75% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | No change | 308,292 | 24,731 | 1.49% | 1.49% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 322,447 | 24,680 | 5.5% | 6.0% | 273 | +1,610 | 0.5% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 320,506 | 24,531 | 7.59% | 8.45% | 274 | -284 | -0.09% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 319,031 | 24,418 | 0.12% | 0.15% | 275 | +389 | 0.12% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 318,467 | 24,375 | 0.58% | 0.6% | 276 | -16,489 | -4.92% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 316,731 | 24,242 | 1.08% | 1.37% | 277 | -51,060 | -13.88% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Reduced | 315,040 | 24,113 | 2.76% | 3.09% | 278 | -19,819 | -5.92% | Q1 2026 | Apr 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 314,886 | 24,101 | 0.37% | 0.37% | 279 | -2,585 | -0.81% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Added to | 313,521 | 23,996 | 0.99% | 1.07% | 280 | +1,962 | 0.63% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 312,993 | 23,956 | 0.04% | 0.04% | 281 | +13,781 | 4.61% | Q1 2026 | May 14, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 304,507 | 23,306 | 8.68% | 0.65% | 282 | +281,577 | 1227.99% | Q1 2026 | Apr 08, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 301,363 | 23,066 | 5.98% | 6.13% | 283 | -9,143 | -2.94% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 301,173 | 23,051 | 0.03% | 0.03% | 284 | +35,976 | 13.57% | Q1 2026 | Apr 27, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 300,182 | 22,976 | 3.39% | 3.39% | 285 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 298,128 | 22,818 | 1.34% | 1.73% | 286 | -74,583 | -20.01% | Q1 2026 | Apr 20, 2026 |
| GTS FINANCIAL, LLC | History | New | 343,400 | 22,581 | 17.89% | — | 287 | +343,400 | New | Q1 2026 | May 19, 2026 |
| Mueller Wealth, LLC | History | Reduced | 292,848 | 22,414 | 17.87% | 30.26% | 288 | -162,948 | -35.75% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 290,482 | 22,233 | 0.01% | 0.01% | 289 | -70,119 | -19.45% | Q1 2026 | May 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 289,817 | 22,182 | 11.23% | 0.38% | 290 | +281,248 | 3282.16% | Q1 2026 | May 04, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 288,242 | 22,062 | 5.19% | 4.93% | 291 | +25,230 | 9.59% | Q1 2026 | Apr 23, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 286,492 | 21,928 | 11.89% | 13.13% | 292 | -3,681 | -1.27% | Q1 2026 | Apr 27, 2026 |
| Clarus Group, Inc. | History | Added to | 284,377 | 21,766 | 7.8% | 8.21% | 293 | +296 | 0.1% | Q1 2026 | Apr 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 283,446 | 21,694 | 2.4% | 2.23% | 294 | +35,169 | 14.17% | Q1 2026 | May 11, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 281,739 | 21,564 | 14.4% | 15.26% | 295 | -635 | -0.22% | Q1 2026 | Apr 13, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 281,336 | 21,533 | 5.14% | 5.76% | 296 | +4,820 | 1.74% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 281,297 | 21,530 | 1.21% | 1.13% | 297 | +16,966 | 6.42% | Q1 2026 | May 08, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 275,306 | 21,071 | 6.02% | 6.34% | 298 | +5,455 | 2.02% | Q1 2026 | Apr 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 273,600 | 20,941 | 0.01% | 0.02% | 299 | -121,728 | -30.79% | Q1 2026 | May 15, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 273,176 | 20,908 | 2.02% | 0.08% | 300 | +262,416 | 2438.81% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 271,829 | 20,805 | 0.34% | 0.3% | 301 | +80,114 | 41.79% | Q1 2026 | May 18, 2026 |
| US BANCORP \DE\ | History | Added to | 271,478 | 20,778 | 0.03% | 0.02% | 302 | +23,068 | 9.29% | Q1 2026 | May 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 271,144 | 20,753 | 7.04% | 7.41% | 303 | +4,530 | 1.7% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 270,819 | 20,722 | 1.08% | 1.24% | 304 | -26,297 | -8.85% | Q1 2026 | May 15, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 270,512 | 20,705 | 14.57% | 15.67% | 305 | -4,050 | -1.48% | Q1 2026 | Apr 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 270,245 | 20,684 | 2.97% | 3.26% | 306 | -6,226 | -2.25% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 268,348 | 20,539 | 0.7% | 0.6% | 307 | +55,506 | 26.08% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 247,200 | 20,485 | 1.31% | 1.06% | 308 | +53,021 | 27.31% | Q1 2026 | Apr 22, 2026 |
| VestGen Advisors, LLC | History | Added to | 231,870 | 20,149 | 0.54% | 0.58% | 309 | +60,676 | 35.44% | Q1 2026 | May 14, 2026 |
| Ferguson Shapiro LLC | History | New | 255,861 | 19,583 | 5.97% | — | 310 | +255,861 | New | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 255,381 | 19,546 | 0.22% | 0.36% | 311 | -75,087 | -22.72% | Q1 2026 | May 15, 2026 |
| Wise Wealth Partners | History | Reduced | 254,675 | 19,492 | 26.39% | 29.49% | 312 | -1,431 | -0.56% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 254,230 | 19,458 | 1.13% | 1.18% | 313 | +3,612 | 1.44% | Q1 2026 | Apr 29, 2026 |
| Investors Research Corp | History | Added to | 250,238 | 19,153 | 3.66% | 3.65% | 314 | +1,984 | 0.8% | Q1 2026 | Apr 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 250,177 | 19,149 | 0.05% | 0.03% | 315 | +90,135 | 56.32% | Q1 2026 | Apr 22, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 249,970 | 19,132 | 8.41% | 8.39% | 316 | +22,668 | 9.97% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 248,457 | 19,016 | 0.98% | 0.95% | 317 | +26,357 | 11.87% | Q1 2026 | Apr 17, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 245,913 | 18,822 | 7.21% | 7.61% | 318 | +5,528 | 2.3% | Q1 2026 | May 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 243,181 | 18,613 | 2.88% | 2.48% | 319 | +54,637 | 28.98% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Added to | 242,987 | 18,598 | 3.96% | 4.34% | 320 | +3,071 | 1.28% | Q1 2026 | May 04, 2026 |
| LeClair Wealth Partners LLC | History | New | 241,897 | 18,514 | 6.4% | — | 322 | +241,897 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 241,897 | 18,514 | 6.4% | 6.86% | 321 | +4,073 | 1.71% | Q1 2026 | May 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 240,635 | 18,418 | 4.33% | 3.08% | 323 | +81,992 | 51.68% | Q1 2026 | Apr 17, 2026 |
| Capital Advantage, Inc. | History | Added to | 240,614 | 18,416 | 2.41% | 2.52% | 324 | +7,983 | 3.43% | Q1 2026 | Apr 10, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 239,526 | 18,333 | 14.0% | 15.31% | 325 | -14,343 | -5.65% | Q1 2026 | May 12, 2026 |
| Westwind Capital | History | Added to | 237,627 | 18,188 | 4.37% | 2.86% | 326 | +63,309 | 36.32% | Q1 2026 | Apr 14, 2026 |
| Advisor OS, LLC | History | Reduced | 237,345 | 18,166 | 1.32% | 1.55% | 327 | -2,296 | -0.96% | Q1 2026 | May 07, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 234,726 | 17,965 | 11.07% | 11.11% | 328 | +7,655 | 3.37% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 234,211 | 17,926 | 0.03% | 0.03% | 329 | -26,110 | -10.03% | Q1 2026 | May 15, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 233,517 | 17,873 | 5.63% | 5.63% | 330 | +14,649 | 6.69% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 231,592 | 17,726 | 0.65% | 0.67% | 331 | +1,964 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 231,239 | 17,699 | 4.99% | 5.24% | 332 | -5,323 | -2.25% | Q1 2026 | Apr 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 210,052 | 17,585 | 0.39% | 0.4% | 333 | +10,037 | 5.02% | Q1 2026 | May 04, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 229,338 | 17,553 | 3.78% | 3.76% | 334 | +5,950 | 2.66% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 228,042 | 17,454 | 0.98% | 0.94% | 335 | +129,283 | 130.91% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 227,106 | 17,382 | 0.0% | 0.0% | 336 | +11,205 | 5.19% | Q1 2026 | May 15, 2026 |
| S. R. Schill & Associates | History | Added to | 225,098 | 17,228 | 11.64% | 12.29% | 337 | +8,174 | 3.77% | Q1 2026 | May 01, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 224,839 | 17,209 | 15.95% | 15.76% | 338 | +1,191 | 0.53% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 223,896 | 17,135 | 0.03% | 0.03% | 339 | +26,019 | 13.15% | Q1 2026 | May 14, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 222,520 | 17,031 | 9.36% | 10.32% | 340 | -8,220 | -3.56% | Q1 2026 | Apr 27, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 201,996 | 17,001 | 3.62% | 2.78% | 341 | +49,692 | 32.63% | Q1 2026 | Apr 28, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 221,717 | 16,970 | 11.23% | 11.24% | 342 | +15,805 | 7.68% | Q1 2026 | Apr 21, 2026 |
| Advisory Alpha, LLC | History | Added to | 220,785 | 16,899 | 0.46% | 0.48% | 343 | +2,043 | 0.93% | Q1 2026 | May 14, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 201,213 | 16,853 | 4.99% | 5.09% | 344 | +969 | 0.48% | Q1 2026 | Apr 30, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 218,889 | 16,753 | 10.31% | 21.56% | 345 | -277,852 | -55.93% | Q1 2026 | Apr 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 218,859 | 16,751 | 4.6% | 5.03% | 346 | +1,043 | 0.48% | Q1 2026 | May 05, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 217,601 | 16,655 | 6.13% | 5.0% | 347 | +42,288 | 24.12% | Q1 2026 | Apr 16, 2026 |
| RBF Capital, LLC | History | No change | 214,574 | 16,423 | 0.8% | 0.76% | 348 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Atria Investments, Inc | History | Added to | 214,256 | 16,399 | 0.18% | 0.18% | 349 | +15,855 | 7.99% | Q1 2026 | May 05, 2026 |
| ARWA LLC | History | Reduced | 204,761 | 16,385 | 8.12% | 10.14% | 350 | -11,682 | -5.4% | Q1 2026 | Apr 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 213,084 | 16,309 | 0.58% | 0.69% | 351 | -35,470 | -14.27% | Q1 2026 | Apr 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 212,825 | 16,289 | 0.16% | 0.17% | 352 | +16,367 | 8.33% | Q1 2026 | May 12, 2026 |
| Fortitude Financial, LLC | History | Reduced | 211,706 | 16,203 | 8.57% | 15.2% | 353 | -11,652 | -5.22% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 211,009 | 16,150 | 0.16% | 0.24% | 354 | -28,219 | -11.8% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 208,861 | 15,986 | 0.59% | 0.54% | 355 | +24,073 | 13.03% | Q1 2026 | Apr 20, 2026 |
| Brown Financial Advisors | History | Added to | 208,257 | 15,939 | 6.04% | 6.01% | 356 | +3,488 | 1.7% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Added to | 211,312 | 15,717 | 0.68% | 0.16% | 357 | +168,336 | 391.7% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 204,086 | 15,620 | 0.21% | 0.23% | 358 | +4,415 | 2.21% | Q1 2026 | May 12, 2026 |
| CVFG LLC | History | New | 202,616 | 15,508 | 1.93% | — | 359 | +202,616 | New | Q1 2026 | Apr 29, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 201,608 | 15,431 | 13.54% | 13.33% | 360 | +8,153 | 4.21% | Q1 2026 | Apr 20, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 200,472 | 15,344 | 15.18% | 14.12% | 361 | +19,676 | 10.88% | Q1 2026 | Apr 28, 2026 |
| NovaPoint Capital, LLC | History | Added to | 199,769 | 15,290 | 3.84% | 4.1% | 362 | +1,471 | 0.74% | Q1 2026 | May 06, 2026 |
| Park Place Capital Corp | History | Added to | 199,458 | 15,266 | 3.06% | 2.64% | 363 | +41,625 | 26.37% | Q1 2026 | Apr 09, 2026 |
| Independent Wealth Network Inc. | History | Added to | 199,352 | 15,258 | 4.53% | 3.73% | 364 | +47,214 | 31.03% | Q1 2026 | Apr 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 199,215 | 15,247 | 1.21% | 0.85% | 365 | +88,118 | 79.32% | Q1 2026 | Apr 16, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 198,336 | 15,181 | 1.21% | 0.92% | 366 | +52,555 | 36.05% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 195,424 | 14,957 | 1.23% | 1.18% | 368 | +28,027 | 16.74% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 195,447 | 14,957 | 0.01% | 0.01% | 367 | +16,398 | 9.16% | Q1 2026 | May 14, 2026 |
| Daviman Financial, LLC | History | Added to | 193,848 | 14,837 | 8.77% | 7.47% | 369 | +35,218 | 22.2% | Q1 2026 | Apr 23, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 193,154 | 14,784 | 1.51% | 1.59% | 370 | +203 | 0.11% | Q1 2026 | May 07, 2026 |
| MKT Advisors LLC | History | Added to | 189,562 | 14,708 | 4.93% | 4.55% | 371 | +24,913 | 15.13% | Q1 2026 | Apr 10, 2026 |
| SkyOak Wealth, LLC | History | Added to | 191,412 | 14,650 | 2.68% | 2.74% | 372 | +1,670 | 0.88% | Q1 2026 | Apr 30, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 190,005 | 14,542 | 4.35% | 4.56% | 373 | +1,449 | 0.77% | Q1 2026 | May 20, 2026 |
| My Portfolio Guide, LLC | History | New | 189,081 | 14,472 | 8.0% | — | 374 | +189,081 | New | Q1 2026 | May 05, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 183,725 | 14,062 | 3.36% | 3.74% | 375 | -15,812 | -7.92% | Q1 2026 | May 11, 2026 |
| Keystone Financial Services, LLC | History | Added to | 183,601 | 14,052 | 9.45% | 9.83% | 376 | +3,607 | 2.0% | Q1 2026 | Apr 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 182,380 | 13,959 | 1.57% | 1.57% | 377 | +3,826 | 2.14% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 182,242 | 13,948 | 0.04% | 0.04% | 378 | +8,484 | 4.88% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 182,167 | 13,943 | 1.36% | 1.33% | 379 | -2,654 | -1.44% | Q1 2026 | May 01, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 181,838 | 13,917 | 0.98% | 1.12% | 380 | -12,249 | -6.31% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | Added to | 181,309 | 13,877 | 3.19% | 1.87% | 381 | +85,752 | 89.74% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 180,725 | 13,832 | 0.3% | 0.33% | 382 | -13,249 | -6.83% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 180,158 | 13,789 | 0.48% | 0.53% | 383 | -6,942 | -3.71% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 178,414 | 13,689 | 0.07% | 0.04% | 384 | +74,430 | 71.58% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 178,807 | 13,685 | 1.09% | 1.13% | 385 | -3,631 | -1.99% | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 178,537 | 13,665 | 3.89% | 3.72% | 386 | +4,687 | 2.7% | Q1 2026 | Apr 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 178,143 | 13,635 | 0.19% | 0.22% | 387 | -22,031 | -11.01% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 177,670 | 13,598 | 0.18% | 0.2% | 388 | +2,890 | 1.65% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 176,593 | 13,516 | 0.02% | 0.02% | 389 | +31,570 | 21.77% | Q1 2026 | May 14, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 176,528 | 13,511 | 6.97% | 7.1% | 390 | +5,798 | 3.4% | Q1 2026 | Apr 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 175,780 | 13,454 | 0.16% | 0.17% | 391 | +275 | 0.16% | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | Added to | 175,730 | 13,450 | 3.42% | 3.99% | 392 | +600 | 0.34% | Q1 2026 | May 07, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 174,534 | 13,358 | 1.66% | 1.72% | 393 | +9,068 | 5.48% | Q1 2026 | Apr 27, 2026 |
| CSM Advisors, LLC | History | Reduced | 174,083 | 13,325 | 0.33% | 0.4% | 394 | -11,000 | -5.94% | Q1 2026 | May 15, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 173,920 | 13,311 | 5.81% | 5.61% | 395 | -6,847 | -3.79% | Q1 2026 | May 01, 2026 |
| GenWealth Group, Inc. | History | Added to | 172,196 | 13,179 | 2.25% | 2.26% | 396 | +9,411 | 5.78% | Q1 2026 | May 11, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 172,073 | 13,170 | 5.79% | 6.18% | 397 | +5,799 | 3.49% | Q1 2026 | Apr 22, 2026 |
| Brio Consultants, LLC | History | Added to | 151,629 | 12,917 | 1.58% | 0.64% | 398 | +90,183 | 146.77% | Q1 2026 | May 06, 2026 |
| Towercrest Capital Management | History | Reduced | 168,358 | 12,886 | 2.01% | 2.14% | 399 | -870 | -0.51% | Q1 2026 | May 01, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 167,791 | 12,842 | 9.17% | 9.76% | 400 | -2,188 | -1.29% | Q1 2026 | May 12, 2026 |
| Slagle Financial, LLC | History | Added to | 167,611 | 12,828 | 4.24% | 4.59% | 401 | +3,684 | 2.25% | Q1 2026 | May 01, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 167,293 | 12,804 | 1.47% | 2.51% | 402 | -101,709 | -37.81% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 166,723 | 12,760 | 1.32% | 1.39% | 403 | +1,175 | 0.71% | Q1 2026 | May 11, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 164,692 | 12,605 | 8.53% | 9.07% | 404 | +4,456 | 2.78% | Q1 2026 | May 05, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 161,503 | 12,361 | 3.77% | 3.62% | 405 | +18,093 | 12.62% | Q1 2026 | Apr 28, 2026 |
| Stone Summit Wealth LLC | History | Added to | 158,064 | 12,098 | 3.37% | 3.41% | 406 | +1,331 | 0.85% | Q1 2026 | Apr 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 157,435 | 12,050 | 0.39% | 0.11% | 407 | +76,680 | 94.95% | Q1 2026 | Apr 29, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 155,353 | 11,890 | 8.55% | 9.17% | 408 | +5,681 | 3.8% | Q1 2026 | Apr 15, 2026 |
| M1 Capital Management LLC | History | Added to | 155,342 | 11,889 | 5.48% | 5.04% | 409 | +4,685 | 3.11% | Q1 2026 | May 08, 2026 |
| Paladin Wealth, LLC | History | Added to | 155,233 | 11,881 | 8.17% | 7.87% | 410 | +11,579 | 8.06% | Q1 2026 | Apr 16, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 152,673 | 11,685 | 1.2% | 1.07% | 411 | +31,199 | 25.68% | Q1 2026 | Apr 30, 2026 |
| Convergence Financial, LLC | History | Added to | 152,498 | 11,677 | 1.24% | 1.19% | 412 | +50,815 | 49.97% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 152,215 | 11,650 | 0.31% | 0.38% | 413 | +4,467 | 3.02% | Q1 2026 | May 11, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 151,508 | 11,596 | 2.31% | 1.93% | 414 | +38,915 | 34.56% | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 151,207 | 11,573 | 1.04% | 0.34% | 415 | +114,757 | 314.83% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 151,193 | 11,572 | 0.06% | 0.06% | 416 | +4,120 | 2.8% | Q1 2026 | Apr 15, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 151,071 | 11,562 | 4.18% | 3.5% | 417 | +33,776 | 28.8% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 150,145 | 11,492 | 5.38% | 5.26% | 418 | +10,173 | 7.27% | Q1 2026 | Apr 15, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 149,900 | 11,473 | 8.22% | 11.2% | 419 | -51,428 | -25.54% | Q1 2026 | Apr 15, 2026 |
| Black Swift Group, LLC | History | Added to | 149,050 | 11,408 | 2.0% | 1.7% | 420 | +21,838 | 17.17% | Q1 2026 | Apr 24, 2026 |
| RAINIER FAMILY WEALTH INC | History | Reduced | 148,141 | 11,338 | 7.61% | 10.34% | 421 | -22,910 | -13.39% | Q1 2026 | Apr 16, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 146,708 | 11,229 | 0.18% | 0.14% | 422 | +45,543 | 45.02% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Added to | 146,026 | 11,176 | 0.04% | 0.04% | 423 | +935 | 0.64% | Q1 2026 | May 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 145,782 | 11,158 | 1.15% | 1.15% | 424 | +8,241 | 5.99% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 144,800 | 11,082 | 0.02% | 0.02% | 425 | -53,300 | -26.91% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 143,949 | 11,017 | 0.78% | 0.66% | 426 | +28,554 | 24.74% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 142,422 | 10,901 | 1.44% | 1.51% | 427 | +12,099 | 9.28% | Q1 2026 | May 11, 2026 |
| JBR Co Financial Management Inc | History | No change | 135,446 | 10,865 | 4.55% | 4.55% | 428 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| One Degree Advisors Inc | History | Added to | 141,226 | 10,809 | 2.84% | 2.94% | 429 | +8,063 | 6.05% | Q1 2026 | May 01, 2026 |
| Gambit Capital Management, LLC | History | Added to | 141,116 | 10,801 | 7.44% | 5.65% | 430 | +42,591 | 43.23% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | Added to | 139,795 | 10,699 | 0.89% | 0.58% | 431 | +56,646 | 68.13% | Q1 2026 | Apr 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 139,693 | 10,692 | 1.54% | 1.46% | 432 | +15,482 | 12.46% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 139,216 | 10,655 | 0.14% | 0.13% | 433 | +26,414 | 23.42% | Q1 2026 | May 15, 2026 |
| Clarity Retirement & Wealth, LLC | History | Reduced | 138,511 | 10,601 | 8.55% | 10.53% | 434 | -10,664 | -7.15% | Q1 2026 | Apr 28, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 137,753 | 10,543 | 9.33% | 9.78% | 435 | +2,133 | 1.57% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 137,485 | 10,523 | 0.27% | 0.25% | 436 | +18,086 | 15.15% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Management Group | History | Reduced | 135,851 | 10,398 | 2.27% | 2.4% | 437 | -601 | -0.44% | Q1 2026 | Apr 29, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 138,631 | 10,358 | 0.76% | 0.91% | 438 | -14,839 | -9.67% | Q1 2026 | May 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 134,299 | 10,279 | 3.22% | 3.45% | 439 | -1,359 | -1.0% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 133,460 | 10,215 | 0.34% | 0.36% | 440 | -2,625 | -1.93% | Q1 2026 | May 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 126,865 | 10,177 | 0.47% | 0.47% | 441 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 132,297 | 10,126 | 0.37% | 0.37% | 442 | -1,196 | -0.9% | Q1 2026 | May 07, 2026 |
| Apeiron RIA LLC | History | Added to | 131,940 | 10,098 | 2.34% | 2.08% | 443 | +6,690 | 5.34% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 131,714 | 10,081 | 0.05% | 0.06% | 444 | +18,333 | 16.17% | Q1 2026 | May 15, 2026 |
| Strategic Advisors LLC | History | Added to | 130,276 | 9,971 | 1.66% | 1.55% | 445 | +6,828 | 5.53% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 129,915 | 9,943 | 0.73% | 0.76% | 446 | +2,488 | 1.95% | Q1 2026 | Apr 20, 2026 |
| DDD Partners, LLC | History | New | 129,560 | 9,916 | 0.68% | — | 447 | +129,560 | New | Q1 2026 | Apr 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 129,183 | 9,887 | 0.55% | 0.82% | 448 | -53,122 | -29.14% | Q1 2026 | Apr 30, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 128,528 | 9,837 | 0.17% | 0.24% | 449 | -49,933 | -27.98% | Q1 2026 | May 05, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 127,963 | 9,794 | 4.14% | 4.13% | 450 | +321 | 0.25% | Q1 2026 | Apr 08, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 126,395 | 9,674 | 2.67% | 2.56% | 451 | -2,592 | -2.01% | Q1 2026 | Apr 28, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 125,601 | 9,613 | 2.42% | 2.99% | 452 | -34,383 | -21.49% | Q1 2026 | Apr 30, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 125,371 | 9,595 | 5.57% | 5.88% | 453 | +6,002 | 5.03% | Q1 2026 | May 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 124,156 | 9,502 | 4.57% | 4.02% | 454 | +23,020 | 22.76% | Q1 2026 | May 12, 2026 |
| Tower View Wealth Management LLC | History | Added to | 124,052 | 9,494 | 4.87% | 4.71% | 455 | +5,283 | 4.45% | Q1 2026 | Apr 20, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 122,954 | 9,410 | 0.41% | 0.4% | 456 | +2,480 | 2.06% | Q1 2026 | May 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 122,589 | 9,382 | 3.0% | 3.52% | 457 | -204 | -0.17% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | Added to | 122,382 | 9,367 | 0.33% | 0.2% | 458 | +49,543 | 68.02% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 122,340 | 9,363 | 0.38% | 0.37% | 459 | -8,063 | -6.18% | Q1 2026 | Apr 27, 2026 |
| National Wealth Management Group, LLC | History | Added to | 121,226 | 9,278 | 3.46% | 2.15% | 460 | +44,066 | 57.11% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 120,818 | 9,247 | 0.13% | 0.08% | 461 | +56,914 | 89.06% | Q1 2026 | Apr 10, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 120,577 | 9,229 | 1.26% | 1.45% | 462 | -8,411 | -6.52% | Q1 2026 | Apr 14, 2026 |
| HBK INVESTMENTS L P | History | Added to | 120,539 | 9,226 | 0.09% | 0.07% | 463 | +15,251 | 14.49% | Q1 2026 | May 15, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 120,547 | 9,226 | 5.45% | 5.89% | 464 | +104 | 0.09% | Q1 2026 | Apr 16, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | Reduced | 119,937 | 9,180 | 2.07% | 2.38% | 465 | -28,270 | -19.07% | Q1 2026 | May 07, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 119,639 | 9,157 | 5.35% | 5.81% | 466 | -19,616 | -14.09% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 119,178 | 9,121 | 0.04% | 0.05% | 467 | -1,186 | -0.99% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 118,997 | 9,108 | 0.11% | 0.18% | 468 | -56,021 | -32.01% | Q1 2026 | May 11, 2026 |
| Clarus Wealth Advisors | History | Reduced | 117,377 | 9,107 | 3.88% | 3.99% | 469 | -571 | -0.48% | Q1 2026 | Apr 08, 2026 |
| PAX Financial Group, LLC | History | Added to | 117,505 | 8,993 | 1.53% | 0.08% | 470 | +111,473 | 1848.03% | Q1 2026 | Apr 27, 2026 |
| Bull Oak Capital, LLC | History | Reduced | 117,483 | 8,992 | 3.46% | 3.88% | 471 | -818 | -0.69% | Q1 2026 | May 11, 2026 |
| 6th Street Advisors, LLC | History | New | 116,949 | 8,951 | 5.63% | — | 472 | +116,949 | New | Q1 2026 | May 04, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 114,786 | 8,785 | 6.15% | 5.61% | 473 | +3,780 | 3.41% | Q1 2026 | May 11, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 114,560 | 8,768 | 3.94% | 4.21% | 474 | -2,307 | -1.97% | Q1 2026 | Apr 28, 2026 |
| WorthPointe, LLC | History | Added to | 113,407 | 8,680 | 2.35% | 0.69% | 475 | +80,869 | 248.54% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 112,688 | 8,625 | 0.41% | 0.58% | 476 | -46,577 | -29.24% | Q1 2026 | May 18, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 112,461 | 8,607 | 3.03% | 2.94% | 477 | +9,655 | 9.39% | Q1 2026 | Apr 08, 2026 |
| River Street Advisors LLC | History | Added to | 112,266 | 8,592 | 2.9% | 2.99% | 478 | +12,637 | 12.68% | Q1 2026 | Apr 21, 2026 |
| Apollon Financial, LLC | History | Reduced | 111,750 | 8,553 | 1.18% | 1.39% | 479 | -7,561 | -6.34% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 110,739 | 8,476 | 0.69% | 2.12% | 480 | -229,068 | -67.41% | Q1 2026 | Apr 28, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 110,429 | 8,452 | 1.52% | 2.37% | 481 | +1,163 | 1.06% | Q1 2026 | May 01, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 141,727 | 8,437 | 5.37% | 5.11% | 482 | +19,747 | 16.19% | Q1 2026 | May 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 110,042 | 8,422 | 0.53% | 0.6% | 483 | -9,960 | -8.3% | Q1 2026 | May 15, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 102,945 | 8,414 | 1.9% | 1.8% | 484 | +5,209 | 5.33% | Q1 2026 | Apr 15, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 109,688 | 8,395 | 2.58% | 2.77% | 485 | -14 | -0.01% | Q1 2026 | May 06, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 108,827 | 8,329 | 4.56% | 4.17% | 486 | +14,247 | 15.06% | Q1 2026 | Apr 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 108,342 | 8,292 | 0.18% | 0.19% | 487 | +1 | 0.0% | Q1 2026 | May 14, 2026 |
| Worth Asset Management, LLC | History | Reduced | 108,281 | 8,287 | 3.09% | 3.94% | 488 | -7,396 | -6.39% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 108,097 | 8,273 | 0.43% | 0.45% | 489 | +2,661 | 2.52% | Q1 2026 | Apr 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 107,308 | 8,213 | 6.0% | 4.16% | 490 | +44,595 | 71.11% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 109,046 | 8,201 | 0.01% | — | 491 | +109,046 | New | Q1 2026 | May 12, 2026 |
| Talon Private Wealth, LLC | History | New | 106,957 | 8,186 | 1.09% | — | 492 | +106,957 | New | Q1 2026 | May 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 106,667 | 8,164 | 3.36% | 3.52% | 493 | -4,664 | -4.19% | Q1 2026 | Apr 23, 2026 |
| Vise Technologies, Inc. | History | No change | 100,546 | 8,065 | 0.16% | 0.16% | 494 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 105,072 | 8,042 | 3.73% | 4.23% | 495 | -16,801 | -13.79% | Q1 2026 | May 04, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 104,665 | 8,011 | 0.8% | 0.95% | 496 | -14,291 | -12.01% | Q1 2026 | Apr 15, 2026 |
| Adams Wealth Management | History | Reduced | 104,472 | 7,996 | 1.76% | 1.82% | 497 | -1,797 | -1.69% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 104,472 | 7,996 | 1.54% | 1.58% | 498 | -1,797 | -1.69% | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | Added to | 104,453 | 7,994 | 1.51% | 1.51% | 499 | +7,969 | 8.26% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 104,301 | 7,983 | 0.68% | 0.77% | 500 | -11,326 | -9.8% | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 103,629 | 7,931 | 2.63% | 1.57% | 501 | +49,911 | 92.91% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 98,584 | 7,908 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 103,314 | 7,907 | 0.09% | 0.08% | 503 | +20,856 | 25.29% | Q1 2026 | May 08, 2026 |
| ERn Financial, LLC | History | Added to | 102,287 | 7,829 | 1.47% | 1.46% | 504 | +5,220 | 5.38% | Q1 2026 | Apr 24, 2026 |
| Abound Wealth Management | History | Added to | 102,189 | 7,821 | 1.78% | 1.4% | 505 | +27,927 | 37.61% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 97,406 | 7,813 | 0.03% | 0.03% | 506 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 101,709 | 7,784 | 1.97% | 3.95% | 507 | -72,251 | -41.53% | Q1 2026 | Apr 28, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 93,107 | 7,766 | 0.3% | 0.02% | 508 | +87,253 | 1490.49% | Q1 2026 | Apr 24, 2026 |
| Values Added Financial LLC | History | Added to | 101,232 | 7,748 | 3.26% | 3.36% | 509 | +1,923 | 1.94% | Q1 2026 | Apr 20, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 91,423 | 7,729 | 1.28% | 2.12% | 510 | -63,780 | -41.09% | Q1 2026 | May 08, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 100,476 | 7,690 | 2.82% | 2.6% | 511 | +13,920 | 16.08% | Q1 2026 | Apr 09, 2026 |
| Advisors Preferred, LLC | History | Added to | 100,005 | 7,654 | 1.13% | 0.99% | 512 | +24,600 | 32.62% | Q1 2026 | May 05, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 99,922 | 7,648 | 2.81% | 2.96% | 513 | -300 | -0.3% | Q1 2026 | Apr 17, 2026 |
| Sanchez Wealth Management Group | History | Added to | 99,230 | 7,595 | 1.64% | 1.36% | 514 | +20,070 | 25.35% | Q1 2026 | Apr 29, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 99,038 | 7,580 | 0.44% | 0.49% | 515 | -2,486 | -2.45% | Q1 2026 | May 14, 2026 |
| SK Wealth Management, LLC | History | Added to | 96,959 | 7,520 | 2.09% | 2.03% | 516 | +7,619 | 8.53% | Q1 2026 | May 06, 2026 |
| Trademark Financial Management, LLC | History | Added to | 98,085 | 7,507 | 3.68% | 3.78% | 517 | +12,393 | 14.46% | Q1 2026 | Apr 27, 2026 |
| Chatterton & Associates Inc. | History | Added to | 92,725 | 7,419 | 5.2% | 3.91% | 518 | +35,782 | 62.84% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 95,975 | 7,345 | 0.04% | 0.04% | 519 | +12,573 | 15.08% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 95,738 | 7,327 | 0.0% | 0.0% | 520 | +2,351 | 2.52% | Q1 2026 | May 14, 2026 |
| Range Financial Group LLC | History | Reduced | 95,281 | 7,292 | 2.45% | 2.67% | 521 | -1,045 | -1.08% | Q1 2026 | Apr 30, 2026 |
| Perennial Advisors, LLC | History | Reduced | 95,054 | 7,275 | 1.24% | 1.36% | 522 | -5,727 | -5.68% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 95,020 | 7,273 | 0.12% | 0.01% | 523 | +84,719 | 822.43% | Q1 2026 | Apr 14, 2026 |
| Boothe Investment Group, Inc. | History | New | 94,563 | 7,237 | 2.33% | — | 524 | +94,563 | New | Q1 2026 | May 19, 2026 |
| Tandem Investment Partners LLC | History | Added to | 93,778 | 7,177 | 6.08% | 5.81% | 525 | +7,913 | 9.22% | Q1 2026 | May 13, 2026 |
| Vantage Point Financial LLC | History | Reduced | 93,676 | 7,169 | 2.51% | 3.84% | 526 | -40,237 | -30.05% | Q1 2026 | May 01, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 93,547 | 7,160 | 0.93% | 0.55% | 527 | +31,354 | 50.41% | Q1 2026 | Apr 22, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 93,315 | 7,142 | 2.49% | 2.67% | 528 | -1,202 | -1.27% | Q1 2026 | Apr 28, 2026 |
| E&G Advisors, LP | History | Added to | 92,850 | 7,106 | 1.58% | 1.6% | 529 | +3,392 | 3.79% | Q1 2026 | Apr 21, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 91,466 | 7,043 | 4.79% | — | 530 | +91,466 | New | Q1 2026 | Apr 08, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 91,982 | 7,040 | 4.1% | 4.94% | 531 | -7,327 | -7.38% | Q1 2026 | Apr 15, 2026 |
| Redwood Investment Management, LLC | History | Added to | 91,814 | 7,027 | 0.87% | 0.61% | 532 | +24,059 | 35.51% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 91,203 | 6,980 | 1.1% | 1.12% | 533 | +6,695 | 7.92% | Q1 2026 | May 07, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 90,551 | 6,930 | 2.79% | 2.71% | 534 | +7,810 | 9.44% | Q1 2026 | Apr 23, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 90,453 | 6,923 | 1.56% | 1.65% | 535 | -1,779 | -1.93% | Q1 2026 | Apr 22, 2026 |
| Madison Asset Management, LLC | History | Added to | 90,180 | 6,902 | 0.09% | 0.08% | 536 | +8,853 | 10.89% | Q1 2026 | May 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 89,351 | 6,838 | 4.28% | 2.63% | 537 | -12,099 | -11.93% | Q1 2026 | May 01, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 88,346 | 6,762 | 0.01% | 0.01% | 538 | +14,432 | 19.53% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 87,919 | 6,729 | 0.07% | 0.09% | 539 | -13,553 | -13.36% | Q1 2026 | Apr 29, 2026 |
| Compass Wealth Management LLC | History | Added to | 87,820 | 6,721 | 1.66% | 1.57% | 540 | +9,449 | 12.06% | Q1 2026 | Apr 20, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 87,529 | 6,699 | 0.64% | 0.65% | 541 | -551 | -0.63% | Q1 2026 | May 11, 2026 |
| Cordatus Wealth Management LLC | History | New | 86,997 | 6,658 | 1.58% | — | 542 | +86,997 | New | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | Added to | 86,854 | 6,647 | 0.2% | 0.08% | 543 | +51,333 | 144.51% | Q1 2026 | May 14, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 86,236 | 6,600 | 2.12% | 2.59% | 544 | -7,428 | -7.93% | Q1 2026 | Apr 15, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 81,063 | 6,502 | 4.12% | 4.12% | 545 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 84,237 | 6,447 | 0.54% | 0.61% | 546 | -10,091 | -10.7% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 83,832 | 6,416 | 0.03% | 0.04% | 547 | -13,838 | -14.17% | Q1 2026 | May 08, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 83,451 | 6,387 | 2.24% | 1.83% | 548 | +16,789 | 25.19% | Q1 2026 | May 05, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 82,278 | 6,297 | 1.79% | 1.63% | 549 | +8,941 | 12.19% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 83,527 | 6,212 | 0.22% | 0.22% | 550 | +10,628 | 14.58% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 80,733 | 6,179 | 0.36% | 0.34% | 551 | +6,313 | 8.48% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 70,350 | 6,107 | 0.12% | 0.13% | 552 | +694 | 1.0% | Q1 2026 | May 11, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 79,641 | 6,095 | 1.94% | 1.89% | 553 | +4,688 | 6.25% | Q1 2026 | Apr 23, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 79,135 | 6,056 | 0.43% | 0.4% | 554 | +7,082 | 9.83% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 72,251 | 6,051 | 0.11% | 0.02% | 555 | +66,121 | 1078.65% | Q1 2026 | May 01, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 79,031 | 6,049 | 2.66% | 2.76% | 556 | +183 | 0.23% | Q1 2026 | May 11, 2026 |
| Transcendent Capital Group LLC | History | Added to | 78,144 | 5,981 | 2.73% | 2.83% | 557 | +227 | 0.29% | Q1 2026 | Apr 27, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 77,533 | 5,934 | 0.87% | 0.96% | 558 | +54 | 0.07% | Q1 2026 | Apr 24, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 72,819 | 5,841 | 3.27% | 3.27% | 559 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| ATX Financial Planning, LLC | History | Added to | 76,304 | 5,840 | 4.44% | 3.85% | 561 | +14,068 | 22.6% | Q1 2026 | Apr 30, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 76,309 | 5,840 | 1.24% | 1.65% | 560 | +9,358 | 13.98% | Q1 2026 | Apr 22, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 76,262 | 5,837 | 0.32% | 0.24% | 562 | +16,280 | 27.14% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 76,186 | 5,831 | 0.56% | 0.63% | 563 | -2,554 | -3.24% | Q1 2026 | Apr 22, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | New | 75,736 | 5,796 | 2.65% | — | 564 | +75,736 | New | Q1 2026 | Apr 20, 2026 |
| Clearview Wealth Management LLC | History | New | 75,030 | 5,742 | 4.06% | — | 565 | +75,030 | New | Q1 2026 | May 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 74,877 | 5,731 | 2.84% | 2.96% | 566 | +3,098 | 4.32% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 74,730 | 5,719 | 0.19% | 0.05% | 567 | -70 | -0.09% | Q1 2026 | Apr 23, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 74,249 | 5,683 | 3.11% | 3.11% | 568 | +3,070 | 4.31% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 73,948 | 5,660 | 0.62% | 0.99% | 569 | -42,644 | -36.58% | Q1 2026 | Apr 28, 2026 |
| Blue Capital, Inc. | History | Reduced | 73,648 | 5,637 | 3.68% | 4.26% | 570 | -882 | -1.18% | Q1 2026 | Apr 24, 2026 |
| Catalina Capital Group, LLC | History | Added to | 73,473 | 5,623 | 3.35% | 3.11% | 571 | +9,508 | 14.86% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Reduced | 73,275 | 5,608 | 0.07% | 0.07% | 572 | -125 | -0.17% | Q1 2026 | May 01, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 73,200 | 5,602 | 5.31% | 5.38% | 573 | +5,053 | 7.41% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 73,145 | 5,598 | 0.2% | 0.19% | 574 | +10,256 | 16.31% | Q1 2026 | May 13, 2026 |
| TRUEFG, LLC | History | Added to | 72,799 | 5,572 | 1.48% | 1.49% | 575 | +3,533 | 5.1% | Q1 2026 | Apr 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 72,796 | 5,571 | 0.6% | 0.68% | 576 | -1,778 | -2.38% | Q1 2026 | Apr 14, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 72,700 | 5,564 | 2.16% | 2.66% | 577 | -3,914 | -5.11% | Q1 2026 | Apr 22, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 72,553 | 5,553 | 1.67% | 1.72% | 578 | +2,947 | 4.23% | Q1 2026 | Apr 29, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 71,834 | 5,498 | 1.84% | 1.95% | 579 | -1,815 | -2.46% | Q1 2026 | May 08, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 71,365 | 5,462 | 0.52% | 0.51% | 580 | +1,538 | 2.2% | Q1 2026 | Apr 27, 2026 |
| WealthPoint Financial, LLC | History | No change | 68,027 | 5,457 | 4.75% | 4.75% | 581 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Management | History | Added to | 70,802 | 5,419 | 6.21% | 4.73% | 582 | +18,362 | 35.02% | Q1 2026 | Apr 22, 2026 |
| Downshift Financial, LLC | History | Added to | 64,018 | 5,347 | 2.77% | 2.73% | 583 | +8,424 | 15.15% | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 69,553 | 5,323 | 0.1% | 0.09% | 584 | +5,043 | 7.82% | Q1 2026 | May 07, 2026 |
| Vestment Financial LLC | History | Added to | 63,468 | 5,294 | 2.49% | 2.52% | 585 | +3,923 | 6.59% | Q1 2026 | May 01, 2026 |
| Aldebaran Financial Inc. | History | Added to | 68,711 | 5,259 | 4.99% | 4.88% | 586 | +3,473 | 5.32% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 67,705 | 5,182 | 1.32% | 1.26% | 587 | +9,354 | 16.03% | Q1 2026 | Apr 29, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 67,658 | 5,178 | 1.19% | 0.95% | 588 | +15,785 | 30.43% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 67,610 | 5,174 | 0.09% | 0.09% | 589 | +3,314 | 5.15% | Q1 2026 | Apr 10, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 67,180 | 5,141 | 0.99% | 0.61% | 590 | +16,051 | 31.39% | Q1 2026 | Apr 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 67,056 | 5,132 | 0.34% | 3.24% | 591 | -529,914 | -88.77% | Q1 2026 | Apr 10, 2026 |
| OPUS INVESTMENT MANAGEMENT INC | History | New | 66,878 | 5,118 | 3.05% | — | 592 | +66,878 | New | Q1 2026 | May 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 66,621 | 5,099 | 1.05% | 0.93% | 593 | +8,693 | 15.01% | Q1 2026 | Apr 21, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 66,364 | 5,079 | 0.61% | 0.55% | 594 | +12,814 | 23.93% | Q1 2026 | Apr 24, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 66,057 | 5,056 | 0.44% | 0.36% | 595 | +12,865 | 24.19% | Q1 2026 | Apr 15, 2026 |
| Parcion Private Wealth LLC | History | Added to | 65,715 | 5,029 | 0.31% | 0.3% | 596 | +3,844 | 6.21% | Q1 2026 | Apr 22, 2026 |
| Copia Wealth Management | History | Reduced | 65,642 | 5,024 | 3.45% | 4.8% | 597 | -18,114 | -21.63% | Q1 2026 | May 04, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 65,474 | 5,011 | 4.7% | 3.74% | 598 | +12,799 | 24.3% | Q1 2026 | May 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 65,293 | 4,997 | 0.55% | 0.59% | 599 | -724 | -1.1% | Q1 2026 | May 11, 2026 |
| MLP3, LLC | History | Added to | 65,263 | 4,995 | 5.51% | 5.47% | 600 | +2,841 | 4.55% | Q1 2026 | Apr 13, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 64,912 | 4,968 | 0.91% | 1.0% | 601 | +487 | 0.76% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 64,751 | 4,956 | 0.01% | 0.01% | 602 | +12,609 | 24.18% | Q1 2026 | May 15, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 63,771 | 4,881 | 3.75% | 4.31% | 603 | -8,728 | -12.04% | Q1 2026 | Apr 20, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 63,717 | 4,876 | 0.71% | 0.78% | 604 | -904 | -1.4% | Q1 2026 | Apr 21, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 63,615 | 4,869 | 1.85% | 1.39% | 605 | -7,672 | -10.76% | Q1 2026 | May 04, 2026 |
| Alpha Financial Partners LLC | History | Added to | 62,716 | 4,800 | 2.84% | 3.07% | 606 | +15 | 0.02% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Added to | 54,680 | 4,777 | 0.46% | 0.36% | 607 | +13,193 | 31.8% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Added to | 62,000 | 4,745 | 1.06% | 0.37% | 608 | +40,937 | 194.36% | Q1 2026 | Apr 27, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 61,822 | 4,731 | 0.33% | 0.33% | 609 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 61,355 | 4,696 | 0.26% | 0.32% | 610 | -9,803 | -13.78% | Q1 2026 | Apr 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 60,778 | 4,651 | 0.06% | 0.06% | 611 | -4,800 | -7.32% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 60,549 | 4,634 | 0.0% | 0.0% | 612 | -19,750 | -24.6% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 60,294 | 4,614 | 0.08% | 0.07% | 613 | +11,788 | 24.3% | Q1 2026 | Apr 20, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 59,693 | 4,607 | 0.14% | 0.09% | 614 | +8,201 | 15.93% | Q1 2026 | Apr 08, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 59,984 | 4,591 | 3.19% | 3.6% | 615 | +11,689 | 24.2% | Q1 2026 | Apr 22, 2026 |
| Fonville Wealth Management LLC | History | Added to | 59,923 | 4,586 | 0.87% | 0.97% | 616 | +478 | 0.8% | Q1 2026 | Apr 20, 2026 |
| Trajan Wealth LLC | History | New | 59,558 | 4,558 | 0.18% | — | 617 | +59,558 | New | Q1 2026 | May 13, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 59,386 | 4,545 | 0.58% | 0.66% | 618 | -4,347 | -6.82% | Q1 2026 | May 04, 2026 |
| XY Planning Network, Inc. | History | Added to | 58,869 | 4,540 | 0.73% | 0.58% | 619 | +17,074 | 40.85% | Q1 2026 | Apr 14, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 59,319 | 4,540 | 0.89% | 1.0% | 620 | -1,468 | -2.41% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 59,073 | 4,521 | 1.02% | 0.98% | 621 | +6,533 | 12.43% | Q1 2026 | Apr 27, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 59,013 | 4,516 | 1.73% | 1.75% | 622 | +830 | 1.43% | Q1 2026 | May 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 58,475 | 4,475 | 0.75% | 1.19% | 623 | -29,271 | -33.36% | Q1 2026 | Apr 21, 2026 |
| Prostatis Group LLC | History | Reduced | 58,252 | 4,458 | 1.14% | 1.16% | 624 | -2,340 | -3.86% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 57,868 | 4,429 | 0.39% | — | 625 | +57,868 | New | Q1 2026 | May 06, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Added to | 57,850 | 4,427 | 0.06% | 0.04% | 626 | +28,776 | 98.98% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 57,609 | 4,409 | 0.32% | 0.3% | 627 | +5,473 | 10.5% | Q1 2026 | May 05, 2026 |
| New Jersey Better Educational Savings Trust | History | New | 57,427 | 4,395 | 7.22% | — | 628 | +57,427 | New | Q1 2026 | Apr 30, 2026 |
| Bluesphere Advisors LLC | History | Added to | 57,332 | 4,388 | 1.56% | 0.55% | 629 | +41,733 | 267.54% | Q1 2026 | Apr 22, 2026 |
| URS Advisory LLC | History | Reduced | 57,309 | 4,386 | 3.21% | 3.92% | 630 | -1,561 | -2.65% | Q1 2026 | Apr 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 56,401 | 4,316 | 0.32% | 0.49% | 631 | -33,272 | -37.1% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 55,917 | 4,279 | 0.02% | 0.01% | 632 | +26,193 | 88.12% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 55,809 | 4,271 | 2.72% | 2.59% | 633 | +4,938 | 9.71% | Q1 2026 | May 15, 2026 |
| High Probability Advisors, LLC | History | Added to | 55,336 | 4,235 | 0.54% | 0.58% | 634 | +1,576 | 2.93% | Q1 2026 | Apr 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 54,767 | 4,191 | 0.13% | 0.17% | 635 | -6,955 | -11.27% | Q1 2026 | May 06, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 54,638 | 4,181 | 7.54% | 7.62% | 636 | +538 | 0.99% | Q1 2026 | Apr 23, 2026 |
| Compass Financial Group, Inc. | History | Added to | 54,544 | 4,174 | 1.88% | 1.84% | 637 | +2,506 | 4.82% | Q1 2026 | May 05, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 55,890 | 4,157 | 0.24% | 0.24% | 638 | +636 | 1.15% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 54,283 | 4,154 | 0.04% | 0.0% | 639 | +49,987 | 1163.57% | Q1 2026 | Apr 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 53,887 | 4,124 | 1.17% | 1.2% | 640 | +1,555 | 2.97% | Q1 2026 | Apr 30, 2026 |
| CERTUITY, LLC | History | Added to | 53,788 | 4,116 | 0.27% | 0.24% | 641 | +5,608 | 11.64% | Q1 2026 | May 11, 2026 |
| SEMITAM BONAM LLC | History | Added to | 53,250 | 4,075 | 3.33% | 3.55% | 642 | +159 | 0.3% | Q1 2026 | Apr 21, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 53,159 | 4,068 | 0.59% | 0.51% | 643 | +11,848 | 28.68% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 52,587 | 4,025 | 0.29% | 0.25% | 644 | +7,725 | 17.22% | Q1 2026 | Apr 10, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 52,578 | 4,024 | 3.07% | 3.01% | 646 | +1,889 | 3.73% | Q1 2026 | May 08, 2026 |
| Latitude Advisors, LLC | History | Added to | 52,587 | 4,024 | 1.84% | 1.79% | 645 | +1,790 | 3.52% | Q1 2026 | Apr 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 52,532 | 4,020 | 0.11% | 0.12% | 647 | -2,657 | -4.81% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 52,515 | 4,019 | 0.01% | 0.01% | 648 | +5,113 | 10.79% | Q1 2026 | May 13, 2026 |
| McHugh Group, LLC | History | Added to | 52,520 | 4,019 | 2.38% | 2.18% | 649 | +4,639 | 9.69% | Q1 2026 | Apr 17, 2026 |
| HF Advisory Group, LLC | History | Reduced | 52,460 | 4,015 | 1.37% | 1.47% | 650 | -71 | -0.14% | Q1 2026 | Apr 21, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 51,441 | 3,937 | 2.33% | 2.28% | 651 | +955 | 1.89% | Q1 2026 | Apr 07, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 51,335 | 3,929 | 1.91% | 1.73% | 652 | +8,726 | 20.48% | Q1 2026 | Apr 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 51,153 | 3,915 | 0.54% | 1.08% | 653 | -40,488 | -44.18% | Q1 2026 | Apr 24, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 51,105 | 3,911 | 3.4% | 3.32% | 654 | -170 | -0.33% | Q1 2026 | May 08, 2026 |
| Balentine LLC | History | Reduced | 51,067 | 3,908 | 0.16% | 0.16% | 655 | -185 | -0.36% | Q1 2026 | Apr 24, 2026 |
| Trek Financial, LLC | History | Reduced | 50,982 | 3,902 | 0.21% | 0.24% | 656 | -1,143 | -2.19% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 50,962 | 3,900 | 0.94% | 0.24% | 658 | +39,497 | 344.5% | Q1 2026 | Apr 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 50,966 | 3,900 | 0.31% | 0.27% | 657 | +7,310 | 16.74% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 50,386 | 3,856 | 1.26% | 1.46% | 659 | -911 | -1.78% | Q1 2026 | May 14, 2026 |
| Roan Capital Partners | History | New | 49,995 | 3,826 | 3.53% | — | 660 | +49,995 | New | Q1 2026 | Apr 15, 2026 |
| Vectors Research Management, LLC | History | Reduced | 49,905 | 3,819 | 1.12% | 1.49% | 661 | -10,820 | -17.82% | Q1 2026 | May 05, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 49,748 | 3,807 | 0.72% | 0.76% | 662 | -121 | -0.24% | Q1 2026 | Apr 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 49,672 | 3,801 | 0.11% | 0.1% | 663 | -1,545 | -3.02% | Q1 2026 | Apr 21, 2026 |
| ACT Advisors, LLC. | History | Reduced | 49,543 | 3,792 | 1.61% | 1.61% | 664 | -1,389 | -2.73% | Q1 2026 | Apr 14, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 49,489 | 3,787 | 2.05% | 1.73% | 665 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MSH Capital Advisors LLC | History | Added to | 49,405 | 3,781 | 0.8% | 0.81% | 666 | +1,924 | 4.05% | Q1 2026 | May 08, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 49,260 | 3,770 | 0.38% | 0.37% | 667 | +2,897 | 6.25% | Q1 2026 | Apr 30, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 49,156 | 3,762 | 3.4% | 3.5% | 668 | +1,479 | 3.1% | Q1 2026 | May 20, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 49,080 | 3,756 | 1.12% | 1.53% | 669 | -11,084 | -18.42% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 48,667 | 3,724 | 0.0% | — | 670 | +48,667 | New | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 48,636 | 3,723 | 0.11% | 0.1% | 671 | +8,019 | 19.74% | Q1 2026 | Apr 21, 2026 |
| Heritage Family Offices, LLP | History | Added to | 48,567 | 3,717 | 1.65% | 1.13% | 672 | +17,630 | 56.99% | Q1 2026 | Apr 08, 2026 |
| HWG Holdings LP | History | Added to | 48,521 | 3,713 | 0.97% | 0.87% | 673 | +3,661 | 8.16% | Q1 2026 | May 06, 2026 |
| Cassilly Financial Group LLC | History | Added to | 48,371 | 3,702 | 3.21% | 3.41% | 674 | +207 | 0.43% | Q1 2026 | Apr 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 48,019 | 3,675 | 0.0% | 0.0% | 675 | +3,180 | 7.09% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Added to | 48,014 | 3,675 | 0.08% | 0.07% | 676 | +2,239 | 4.89% | Q1 2026 | May 07, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 47,968 | 3,671 | 0.1% | 0.1% | 677 | +2,999 | 6.67% | Q1 2026 | May 04, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 45,852 | 3,669 | 0.46% | 0.43% | 678 | +6,233 | 15.73% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 47,927 | 3,668 | 0.22% | 0.22% | 679 | +5,236 | 12.26% | Q1 2026 | Apr 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 47,854 | 3,662 | 0.15% | 0.11% | 680 | +12,671 | 36.01% | Q1 2026 | Apr 28, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 47,795 | 3,658 | 2.28% | — | 681 | +47,795 | New | Q1 2026 | Apr 14, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 47,633 | 3,645 | 2.23% | 2.12% | 682 | +5,585 | 13.28% | Q1 2026 | Apr 21, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 47,068 | 3,602 | 3.76% | 4.47% | 683 | -6,880 | -12.75% | Q1 2026 | Apr 23, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 46,908 | 3,590 | 0.82% | 0.88% | 684 | +931 | 2.02% | Q1 2026 | Apr 20, 2026 |
| Apella Capital, LLC | History | Added to | 42,774 | 3,575 | 0.05% | 0.06% | 685 | +1,775 | 4.33% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 46,365 | 3,548 | 0.04% | 0.03% | 686 | +13,527 | 41.19% | Q1 2026 | Apr 23, 2026 |
| Asempa Wealth Advisors | History | Added to | 45,850 | 3,535 | 3.08% | 2.88% | 687 | +4,227 | 10.16% | Q1 2026 | Apr 08, 2026 |
| Americana Partners, LLC | History | Reduced | 45,891 | 3,512 | 0.09% | 1.62% | 688 | -687,625 | -93.74% | Q1 2026 | May 12, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 45,798 | 3,505 | 2.09% | 1.31% | 689 | +22,219 | 94.23% | Q1 2026 | May 14, 2026 |
| Triton Financial Group Inc | History | Added to | 44,626 | 3,497 | 6.1% | 1.18% | 690 | +22,372 | 100.53% | Q1 2026 | May 15, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 45,573 | 3,488 | 1.35% | 1.54% | 691 | -4,248 | -8.53% | Q1 2026 | Apr 29, 2026 |
| TD Capital Management LLC | History | Added to | 45,546 | 3,486 | 0.31% | 0.12% | 692 | +28,594 | 168.68% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 45,511 | 3,483 | 0.14% | 0.13% | 693 | +1,479 | 3.36% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 45,388 | 3,474 | 0.04% | 0.03% | 694 | +15,926 | 54.06% | Q1 2026 | May 13, 2026 |
| Centennial Advisors, LLC | History | Reduced | 45,183 | 3,458 | 4.4% | 4.72% | 695 | -139 | -0.31% | Q1 2026 | Apr 21, 2026 |
| Cercano Management LLC | History | No change | 45,151 | 3,455 | 0.15% | 0.14% | 696 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 44,770 | 3,426 | 0.44% | 0.42% | 697 | +3,572 | 8.67% | Q1 2026 | May 05, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 44,737 | 3,424 | 0.72% | 0.71% | 698 | +463 | 1.05% | Q1 2026 | May 12, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 44,722 | 3,423 | 0.65% | 0.51% | 699 | +3,012 | 7.22% | Q1 2026 | May 11, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 42,401 | 3,398 | 3.29% | 3.29% | 700 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 44,156 | 3,379 | 3.24% | 3.48% | 701 | -1,849 | -4.02% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 44,087 | 3,374 | 1.12% | 0.93% | 703 | +6,513 | 17.33% | Q1 2026 | May 15, 2026 |
| Clarity Financial LLC | History | Reduced | 44,086 | 3,374 | 0.37% | 0.34% | 702 | -1,777 | -3.87% | Q1 2026 | May 01, 2026 |
| New Insight Wealth Advisors | History | Added to | 43,332 | 3,316 | 1.19% | 1.21% | 704 | +1,197 | 2.84% | Q1 2026 | May 07, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 43,081 | 3,297 | 1.77% | 1.91% | 705 | -1,784 | -3.98% | Q1 2026 | May 14, 2026 |
| Wright Wealth LLC | History | Added to | 42,453 | 3,249 | 2.17% | 1.77% | 706 | +8,550 | 25.22% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 40,874 | 3,152 | 0.64% | 0.09% | 707 | +37,430 | 1086.82% | Q1 2026 | May 11, 2026 |
| CAP Partners, LLC | History | Added to | 41,102 | 3,145 | 1.78% | 1.48% | 708 | +8,497 | 26.06% | Q1 2026 | Apr 28, 2026 |
| JSF Financial, LLC | History | Added to | 41,050 | 3,141 | 0.62% | 0.67% | 709 | +755 | 1.87% | Q1 2026 | May 07, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 40,924 | 3,132 | 0.27% | 0.31% | 710 | -3,313 | -7.49% | Q1 2026 | May 12, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 40,918 | 3,131 | 0.44% | 0.47% | 711 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Renasant Bank | History | Added to | 40,905 | 3,130 | 2.21% | 1.99% | 712 | +4,342 | 11.88% | Q1 2026 | Apr 29, 2026 |
| JDM Financial Group LLC | History | Reduced | 40,693 | 3,114 | 1.2% | 1.27% | 713 | -53 | -0.13% | Q1 2026 | May 20, 2026 |
| Imprint Wealth LLC | History | Added to | 40,529 | 3,102 | 14.16% | 9.19% | 714 | +16,004 | 65.26% | Q1 2026 | May 15, 2026 |
| RMR Wealth Builders | History | Added to | 40,102 | 3,069 | 0.24% | 0.26% | 715 | +189 | 0.47% | Q1 2026 | Apr 22, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 39,725 | 3,040 | 1.23% | 1.22% | 716 | -366 | -0.91% | Q1 2026 | May 13, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 39,706 | 3,039 | 0.13% | 0.12% | 717 | +4,903 | 14.09% | Q1 2026 | Apr 30, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 39,502 | 3,023 | 0.23% | 0.26% | 718 | -606 | -1.51% | Q1 2026 | Apr 30, 2026 |
| ETF Store, Inc. | History | Added to | 39,262 | 3,005 | 2.93% | 2.82% | 719 | +4,736 | 13.72% | Q1 2026 | Apr 30, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 38,785 | 2,968 | 2.66% | 2.03% | 720 | +13,130 | 51.18% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 38,576 | 2,952 | 0.14% | 0.14% | 721 | -1,124 | -2.83% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 38,401 | 2,939 | 0.02% | 0.0% | 722 | +29,145 | 314.88% | Q1 2026 | May 15, 2026 |
| PCB Capital LLC | History | Added to | 38,213 | 2,924 | 4.61% | 4.42% | 723 | +3,855 | 11.22% | Q1 2026 | Apr 29, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 39,251 | 2,919 | 0.97% | 1.06% | 724 | -935 | -2.33% | Q1 2026 | Apr 27, 2026 |
| Maple Capital Management, Inc. | History | Added to | 38,086 | 2,915 | 0.2% | 0.17% | 725 | +5,337 | 16.3% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 37,924 | 2,902 | 0.0% | 0.0% | 726 | +12,256 | 47.75% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 37,358 | 2,859 | 0.64% | 0.7% | 727 | -262 | -0.7% | Q1 2026 | Apr 15, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 37,191 | 2,846 | 0.52% | 0.62% | 728 | -4,971 | -11.79% | Q1 2026 | May 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | Reduced | 37,178 | 2,845 | 2.97% | 3.25% | 730 | -3,722 | -9.1% | Q1 2026 | Apr 16, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 37,180 | 2,845 | 6.36% | 6.48% | 729 | +1,027 | 2.84% | Q1 2026 | Apr 27, 2026 |
| American Financial Advisors, LLC | History | Added to | 36,919 | 2,825 | 0.38% | 0.36% | 731 | +1,704 | 4.84% | Q1 2026 | May 13, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 36,810 | 2,817 | 1.14% | 1.12% | 732 | +883 | 2.46% | Q1 2026 | Apr 27, 2026 |
| Harbor Group, Inc. | History | Added to | 36,800 | 2,816 | 0.41% | 0.23% | 733 | +17,805 | 93.74% | Q1 2026 | Apr 10, 2026 |
| MidFirst Bank | History | Reduced | 36,544 | 2,797 | 0.23% | 1.01% | 734 | -120,885 | -76.79% | Q1 2026 | May 15, 2026 |
| Hofer & Associates. Inc | History | Added to | 36,533 | 2,796 | 1.5% | 1.54% | 735 | +382 | 1.06% | Q1 2026 | Apr 21, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 35,584 | 2,723 | 0.05% | 0.06% | 736 | -2,642 | -6.91% | Q1 2026 | Apr 16, 2026 |
| Archer Investment Management, LLC | History | New | 35,550 | 2,720 | 1.14% | — | 737 | +35,550 | New | Q1 2026 | Apr 08, 2026 |
| Waterfront Wealth Inc. | History | Added to | 35,403 | 2,709 | 0.5% | 0.09% | 739 | +29,381 | 487.89% | Q1 2026 | Apr 30, 2026 |
| M Holdings Securities, Inc. | History | Added to | 33,691 | 2,709 | 0.18% | 0.17% | 738 | +4,711 | 16.26% | Q1 2026 | May 12, 2026 |
| Realta Investment Advisors | History | Added to | 35,311 | 2,702 | 0.94% | 0.73% | 740 | +7,464 | 26.8% | Q1 2026 | Apr 22, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 35,309 | 2,702 | 0.33% | 0.37% | 741 | -1,916 | -5.15% | Q1 2026 | Apr 30, 2026 |
| One Capital Management, LLC | History | Added to | 35,262 | 2,699 | 0.07% | 0.06% | 742 | +12,410 | 54.31% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 34,926 | 2,673 | 0.24% | 0.24% | 743 | +969 | 2.85% | Q1 2026 | Apr 30, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 34,566 | 2,645 | 0.29% | 0.31% | 744 | -248 | -0.71% | Q1 2026 | May 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 34,210 | 2,618 | 0.89% | 0.87% | 745 | +2,438 | 7.67% | Q1 2026 | Apr 09, 2026 |
| Q3 Asset Management | History | Reduced | 33,908 | 2,595 | 0.63% | 0.68% | 746 | -3,213 | -8.66% | Q1 2026 | Apr 28, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 33,839 | 2,590 | 2.1% | 2.16% | 747 | +1,061 | 3.24% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 33,795 | 2,586 | 0.53% | 0.56% | 748 | +1,365 | 4.21% | Q1 2026 | May 13, 2026 |
| Goodman Financial Corp | History | Reduced | 33,637 | 2,574 | 0.44% | 0.63% | 749 | -7,783 | -18.79% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | Added to | 33,571 | 2,569 | 0.19% | 0.21% | 750 | +17,103 | 103.86% | Q1 2026 | Apr 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 33,563 | 2,568 | 0.06% | 0.06% | 751 | +6,560 | 24.29% | Q1 2026 | Apr 07, 2026 |
| Corundum Group, Inc. | History | Reduced | 33,539 | 2,567 | 0.86% | 1.05% | 752 | -5,641 | -14.4% | Q1 2026 | Apr 20, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 33,287 | 2,547 | 0.31% | 0.39% | 753 | -6,716 | -16.79% | Q1 2026 | May 04, 2026 |
| Elevation Wealth Management LLC | History | Added to | 33,279 | 2,547 | 2.34% | 2.41% | 754 | +1,914 | 6.1% | Q1 2026 | May 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 33,163 | 2,538 | 0.15% | 0.3% | 755 | -34,901 | -51.28% | Q1 2026 | Apr 20, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 32,838 | 2,513 | 1.17% | 1.14% | 756 | +2,704 | 8.97% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 32,743 | 2,506 | 0.62% | 2.6% | 757 | -2,675 | -7.55% | Q1 2026 | May 12, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 32,549 | 2,491 | 1.33% | 1.33% | 758 | +2,237 | 7.38% | Q1 2026 | May 08, 2026 |
| Private Advisory Group LLC | History | Added to | 32,454 | 2,484 | 0.16% | 0.12% | 759 | +13,845 | 74.4% | Q1 2026 | May 08, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 30,881 | 2,482 | 3.21% | 3.21% | 760 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 32,426 | 2,481 | 0.18% | 0.15% | 761 | +6,019 | 22.79% | Q1 2026 | May 12, 2026 |
| American Investment Services, Inc. | History | Reduced | 32,300 | 2,472 | 0.55% | 0.62% | 762 | -775 | -2.34% | Q1 2026 | May 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 30,675 | 2,460 | 0.35% | 0.35% | 763 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 32,132 | 2,459 | 0.62% | 0.71% | 764 | +2,121 | 7.07% | Q1 2026 | May 08, 2026 |
| Sovran Advisors, LLC | History | Reduced | 28,977 | 2,450 | 0.19% | 0.28% | 765 | -11,176 | -27.83% | Q1 2026 | May 01, 2026 |
| Cooper Financial Group | History | Added to | 31,907 | 2,442 | 0.25% | 0.16% | 766 | +13,397 | 72.38% | Q1 2026 | Apr 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 31,909 | 2,442 | 0.01% | 0.01% | 767 | +568 | 1.81% | Q1 2026 | May 14, 2026 |
| Gould Capital, LLC | History | Added to | 31,731 | 2,428 | 1.47% | 1.41% | 768 | +3,193 | 11.19% | Q1 2026 | May 15, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 31,676 | 2,424 | 0.69% | 0.65% | 769 | +2,752 | 9.51% | Q1 2026 | May 01, 2026 |
| Inspire Advisors, LLC | History | Added to | 31,536 | 2,413 | 0.2% | 0.07% | 770 | +22,275 | 240.52% | Q1 2026 | May 15, 2026 |
| SMART Wealth LLC | History | Added to | 31,394 | 2,402 | 0.7% | 0.71% | 771 | +2,208 | 7.57% | Q1 2026 | Apr 23, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 31,376 | 2,401 | 0.63% | 0.68% | 772 | +251 | 0.81% | Q1 2026 | Apr 09, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 30,989 | 2,371 | 0.93% | 0.96% | 773 | +581 | 1.91% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 30,919 | 2,366 | 0.16% | 0.18% | 774 | -1,251 | -3.89% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 30,872 | 2,362 | 0.01% | 0.01% | 775 | +2,026 | 7.02% | Q1 2026 | Apr 29, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 30,829 | 2,359 | 0.07% | 0.09% | 776 | -5,224 | -14.49% | Q1 2026 | May 04, 2026 |
| Facet Wealth, Inc. | History | Reduced | 30,825 | 2,359 | 0.04% | 0.05% | 777 | -1,791 | -5.49% | Q1 2026 | May 07, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 30,780 | 2,355 | 1.26% | 5.06% | 778 | -81,304 | -72.54% | Q1 2026 | Apr 20, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 30,462 | 2,331 | 0.08% | — | 779 | +30,462 | New | Q1 2026 | May 14, 2026 |
| Seal Cove Capital, LLC | History | No change | 30,288 | 2,318 | 2.03% | 2.27% | 780 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 30,216 | 2,312 | 0.07% | 0.01% | 781 | +25,471 | 536.8% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 30,041 | 2,299 | 0.06% | 0.06% | 782 | +2,863 | 10.53% | Q1 2026 | Apr 15, 2026 |
| FWG Investments, LLC. | History | Added to | 29,972 | 2,294 | 1.46% | 1.1% | 783 | +8,533 | 39.8% | Q1 2026 | Apr 21, 2026 |
| My Personal CFO, LLC | History | Reduced | 29,718 | 2,274 | 1.0% | 1.01% | 784 | -343 | -1.14% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 29,654 | 2,269 | 1.07% | 0.98% | 785 | +1,781 | 6.39% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 29,612 | 2,266 | 0.29% | — | 786 | +29,612 | New | Q1 2026 | Apr 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 29,421 | 2,251 | 0.04% | 0.04% | 787 | +3,861 | 15.11% | Q1 2026 | May 04, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 29,331 | 2,244 | 0.28% | 0.32% | 788 | +2 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Narus Financial Partners, LLC | History | Added to | 29,297 | 2,242 | 0.59% | 0.65% | 789 | +85 | 0.29% | Q1 2026 | Apr 21, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 29,268 | 2,240 | 0.0% | 0.0% | 790 | +757 | 2.66% | Q1 2026 | May 15, 2026 |
| October Effect Ltd | History | Added to | 29,263 | 2,239 | 2.58% | 2.49% | 791 | +1,042 | 3.69% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 29,239 | 2,237 | 0.18% | 0.16% | 792 | +5,234 | 21.8% | Q1 2026 | Apr 08, 2026 |
| HORAN Wealth, LLC | History | No change | 27,646 | 2,217 | 0.21% | 0.34% | 793 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RDA Financial Network | History | Added to | 28,681 | 2,195 | 0.55% | 0.43% | 794 | +6,574 | 29.74% | Q1 2026 | Apr 08, 2026 |
| WealthShield Partners, LLC | History | Added to | 28,613 | 2,190 | 0.24% | 0.25% | 795 | +124 | 0.44% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 28,569 | 2,186 | 0.06% | 0.06% | 796 | -1,241 | -4.16% | Q1 2026 | Apr 27, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 28,401 | 2,173 | 0.22% | 0.21% | 797 | +2,642 | 10.26% | Q1 2026 | May 12, 2026 |
| Inscription Capital, LLC | History | Added to | 27,712 | 2,121 | 0.22% | 0.04% | 798 | +23,383 | 540.15% | Q1 2026 | Apr 20, 2026 |
| Dentgroup LLC | History | No change | 26,134 | 2,096 | 1.44% | 1.44% | 799 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Evanson Asset Management, LLC | History | Added to | 27,352 | 2,093 | 0.11% | 0.11% | 800 | +1,571 | 6.09% | Q1 2026 | Apr 08, 2026 |
| Financial Planning Navigators CORP | History | Added to | 27,339 | 2,092 | 0.92% | 0.74% | 801 | +7,116 | 35.19% | Q1 2026 | Apr 21, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 25,077 | 2,091 | 0.55% | 0.58% | 802 | -408 | -1.6% | Q1 2026 | Apr 21, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 27,143 | 2,077 | 0.41% | 0.46% | 803 | -82 | -0.3% | Q1 2026 | Apr 01, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 27,013 | 2,067 | 1.76% | 1.72% | 804 | -578 | -2.09% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 26,741 | 2,046 | 0.13% | 0.02% | 805 | +21,876 | 449.66% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 26,707 | 2,044 | 0.0% | 0.0% | 806 | +8,700 | 48.31% | Q1 2026 | May 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 26,695 | 2,043 | 0.13% | 0.13% | 807 | +622 | 2.39% | Q1 2026 | Apr 27, 2026 |
| Prospect Financial Services LLC | History | Added to | 26,692 | 2,042 | 1.25% | 1.22% | 808 | +166 | 0.63% | Q1 2026 | Apr 24, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 26,660 | 2,040 | 1.68% | 1.71% | 809 | +603 | 2.31% | Q1 2026 | Apr 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 26,641 | 2,039 | 1.03% | 1.08% | 810 | +1,377 | 5.45% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 25,407 | 2,038 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 26,601 | 2,036 | 0.42% | 0.54% | 812 | -3,432 | -11.43% | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 26,408 | 2,021 | 0.09% | 0.1% | 813 | +57 | 0.22% | Q1 2026 | May 05, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 26,374 | 2,018 | 1.03% | — | 814 | +26,374 | New | Q1 2026 | May 15, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 26,310 | 2,013 | 0.21% | 0.22% | 815 | -795 | -2.93% | Q1 2026 | Apr 09, 2026 |
| VCI Wealth Management LLC | History | Added to | 26,282 | 2,011 | 0.56% | 0.28% | 816 | +13,522 | 105.97% | Q1 2026 | Apr 21, 2026 |
| Holistic Financial Partners | History | No change | 25,989 | 1,989 | 0.74% | 0.76% | 817 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 25,930 | 1,984 | 0.5% | 0.55% | 818 | -690 | -2.59% | Q1 2026 | Apr 09, 2026 |
| RIA Advisory Group LLC | History | Added to | 25,786 | 1,973 | 0.47% | 0.4% | 819 | +4,950 | 23.76% | Q1 2026 | Apr 23, 2026 |
| Moors & Cabot, Inc. | History | Added to | 25,675 | 1,965 | 0.08% | 0.08% | 820 | +2,860 | 12.54% | Q1 2026 | May 08, 2026 |
| Frisco Financial Planning LLC | History | Added to | 25,650 | 1,963 | 1.62% | 1.7% | 821 | +254 | 1.0% | Q1 2026 | May 12, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 25,567 | 1,956 | 0.44% | 0.46% | 822 | -473 | -1.82% | Q1 2026 | May 21, 2026 |
| RFP Financial Group LLC | History | New | 25,446 | 1,947 | 1.06% | — | 823 | +25,446 | New | Q1 2026 | May 13, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 25,375 | 1,942 | 0.7% | 0.6% | 824 | +10,566 | 71.35% | Q1 2026 | May 12, 2026 |
| Investment Management Trust, LLC | History | New | 25,370 | 1,941 | 1.89% | — | 828 | +25,370 | New | Q1 2026 | Apr 24, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 25,371 | 1,941 | 1.59% | 2.66% | 827 | -12,988 | -33.86% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 25,360 | 1,941 | 0.09% | 0.1% | 826 | +1,563 | 6.57% | Q1 2026 | Apr 24, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 25,367 | 1,941 | 0.69% | 0.73% | 825 | +288 | 1.15% | Q1 2026 | Apr 15, 2026 |
| Fulcrum Capital LLC | History | No change | 25,338 | 1,939 | 0.42% | 0.41% | 829 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 25,308 | 1,937 | 1.41% | 1.33% | 830 | -242 | -0.95% | Q1 2026 | May 05, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 25,200 | 1,928 | 0.64% | 0.67% | 831 | -186 | -0.73% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 24,960 | 1,910 | 0.62% | 0.72% | 832 | -1,863 | -6.95% | Q1 2026 | Apr 24, 2026 |
| NORDEN GROUP LLC | History | Added to | 24,845 | 1,901 | 0.18% | 0.19% | 833 | +1,016 | 4.26% | Q1 2026 | Apr 15, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 24,576 | 1,881 | 0.19% | 0.22% | 834 | -2,286 | -8.51% | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | Added to | 24,484 | 1,873 | 0.18% | 0.14% | 835 | +6,194 | 33.87% | Q1 2026 | Apr 21, 2026 |
| Treasure Coast Financial Planning | History | No change | 24,411 | 1,868 | 0.96% | 1.04% | 836 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 24,337 | 1,862 | 0.06% | 0.06% | 837 | +80 | 0.33% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 24,275 | 1,858 | 0.0% | 0.0% | 838 | +10,129 | 71.6% | Q1 2026 | May 11, 2026 |
| Redwood Financial Network Corp | History | Added to | 24,180 | 1,850 | 1.21% | 1.22% | 839 | +381 | 1.6% | Q1 2026 | May 14, 2026 |
| Concord Wealth Partners | History | Added to | 24,170 | 1,849 | 0.24% | 0.24% | 840 | +1,494 | 6.59% | Q1 2026 | May 01, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 24,112 | 1,845 | 0.18% | 0.18% | 841 | +727 | 3.11% | Q1 2026 | Apr 22, 2026 |
| INVESTED ADVISORS | History | Added to | 24,032 | 1,839 | 1.86% | 1.84% | 842 | +1,832 | 8.25% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 23,988 | 1,836 | 0.01% | — | 844 | +23,988 | New | Q1 2026 | May 08, 2026 |
| SIG BROKERAGE, LP | History | No change | 24,000 | 1,836 | 0.05% | 0.06% | 843 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 23,875 | 1,827 | 0.56% | 0.35% | 845 | +3,330 | 16.21% | Q1 2026 | May 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 23,850 | 1,825 | 0.44% | 0.3% | 846 | +7,432 | 45.27% | Q1 2026 | Apr 17, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 23,842 | 1,824 | 0.27% | 0.3% | 847 | -615 | -2.51% | Q1 2026 | Apr 16, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Reduced | 23,762 | 1,818 | 0.83% | 0.93% | 848 | -4,172 | -14.94% | Q1 2026 | May 05, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Reduced | 23,678 | 1,812 | 1.5% | 1.52% | 849 | -590 | -2.43% | Q1 2026 | Apr 09, 2026 |
| Fermata Advisors, LLC | History | Added to | 23,603 | 1,806 | 0.41% | 0.44% | 850 | +780 | 3.42% | Q1 2026 | Apr 08, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 23,541 | 1,801 | 0.11% | 0.11% | 851 | +1,368 | 6.17% | Q1 2026 | May 05, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 23,473 | 1,796 | 1.36% | 1.69% | 853 | -3,544 | -13.12% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 23,465 | 1,796 | 0.05% | 0.05% | 852 | +76 | 0.32% | Q1 2026 | May 04, 2026 |
| Indivisible Partners | History | Added to | 23,429 | 1,793 | 0.16% | 0.18% | 854 | +2,447 | 11.66% | Q1 2026 | Apr 30, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 23,102 | 1,768 | 0.64% | 0.66% | 855 | +872 | 3.92% | Q1 2026 | May 06, 2026 |
| CGN Advisors LLC | History | Reduced | 23,069 | 1,765 | 0.14% | 0.15% | 856 | -828 | -3.46% | Q1 2026 | Apr 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 22,985 | 1,759 | 0.54% | 0.65% | 857 | -1,310 | -5.39% | Q1 2026 | May 05, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 22,965 | 1,757 | 0.73% | 0.8% | 858 | -844 | -3.54% | Q1 2026 | Apr 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 21,800 | 1,744 | 0.1% | 0.09% | 859 | +2,112 | 10.73% | Q1 2026 | Apr 17, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 22,465 | 1,719 | 0.4% | 0.48% | 860 | -1,861 | -7.65% | Q1 2026 | Apr 24, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 22,308 | 1,707 | 0.5% | 0.49% | 861 | +1,632 | 7.89% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 22,240 | 1,702 | 0.05% | 0.07% | 862 | -916 | -3.96% | Q1 2026 | May 15, 2026 |
| APS Management Group, Inc. | History | Added to | 22,199 | 1,699 | 1.45% | 1.51% | 863 | +235 | 1.07% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | No change | 21,811 | 1,691 | 0.02% | 0.02% | 864 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 21,447 | 1,641 | 0.28% | 0.28% | 865 | +1,439 | 7.19% | Q1 2026 | May 01, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 21,177 | 1,620 | 0.1% | 0.1% | 866 | +32 | 0.15% | Q1 2026 | May 14, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 21,071 | 1,612 | 0.6% | 0.59% | 867 | +782 | 3.85% | Q1 2026 | May 13, 2026 |
| Secure Asset Management, LLC | History | Reduced | 21,033 | 1,609 | 0.25% | 0.3% | 868 | -2,708 | -11.41% | Q1 2026 | Apr 09, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 20,835 | 1,594 | 0.43% | 0.54% | 869 | +3,369 | 19.29% | Q1 2026 | Apr 29, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 20,760 | 1,589 | 1.08% | 0.76% | 870 | +6,525 | 45.84% | Q1 2026 | May 04, 2026 |
| Collier Financial | History | Reduced | 20,684 | 1,583 | 1.21% | 1.27% | 871 | -463 | -2.19% | Q1 2026 | May 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 20,551 | 1,572 | 0.01% | 0.01% | 872 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealth Group Ltd | History | Added to | 20,401 | 1,561 | 0.36% | 0.35% | 873 | +1,119 | 5.8% | Q1 2026 | Apr 10, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 20,329 | 1,555 | 0.16% | 0.16% | 874 | +2,555 | 14.37% | Q1 2026 | May 11, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 20,269 | 1,551 | 0.94% | 0.96% | 875 | +166 | 0.83% | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 19,231 | 1,542 | 0.01% | 0.01% | 876 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 20,448 | 1,538 | 0.41% | 0.21% | 878 | +10,844 | 112.91% | Q1 2026 | May 11, 2026 |
| Hartford Financial Management Inc. | History | Added to | 20,106 | 1,538 | 0.39% | 0.4% | 877 | +883 | 4.59% | Q1 2026 | Apr 15, 2026 |
| GoalVest Advisory LLC | History | Reduced | 20,093 | 1,537 | 0.3% | 0.31% | 879 | -24 | -0.12% | Q1 2026 | Apr 13, 2026 |
| Omnitrust Wealth Management, Inc | History | Added to | 19,908 | 1,523 | 1.97% | 1.98% | 880 | +476 | 2.45% | Q1 2026 | Apr 22, 2026 |
| ZEGA Investments, LLC | History | Added to | 19,718 | 1,509 | 0.17% | 0.19% | 881 | +104 | 0.53% | Q1 2026 | May 08, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 19,668 | 1,505 | 0.51% | 0.53% | 882 | -108 | -0.55% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 19,545 | 1,496 | 0.03% | 0.08% | 883 | -30,675 | -61.08% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | New | 19,404 | 1,485 | 0.32% | — | 884 | +19,404 | New | Q1 2026 | May 13, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 19,329 | 1,479 | 1.3% | 1.4% | 885 | -347 | -1.76% | Q1 2026 | May 04, 2026 |
| United Advisor Group, LLC | History | Reduced | 19,231 | 1,471 | 0.18% | 0.2% | 886 | -443 | -2.25% | Q1 2026 | Apr 17, 2026 |
| Endurance Services Ltd | History | New | 19,200 | 1,469 | 0.25% | — | 887 | +19,200 | New | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 19,135 | 1,464 | 0.09% | 0.49% | 889 | -79,551 | -80.61% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 19,132 | 1,464 | 0.11% | 0.12% | 888 | +79 | 0.41% | Q1 2026 | May 05, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Added to | 19,063 | 1,459 | 0.8% | 0.68% | 890 | +4,352 | 29.58% | Q1 2026 | May 14, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 19,029 | 1,456 | 0.46% | 0.43% | 891 | +2,082 | 12.29% | Q1 2026 | Apr 22, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 18,948 | 1,450 | 0.16% | 0.12% | 892 | +5,153 | 37.35% | Q1 2026 | Apr 23, 2026 |
| Fulcrum Equity Management | History | Added to | 18,789 | 1,438 | 1.39% | 1.13% | 893 | +4,031 | 27.31% | Q1 2026 | Apr 02, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 18,624 | 1,425 | 0.44% | 0.46% | 894 | -596 | -3.1% | Q1 2026 | Apr 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 18,482 | 1,414 | 0.16% | 0.17% | 895 | -67 | -0.36% | Q1 2026 | Apr 15, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Added to | 18,376 | 1,406 | 0.19% | 0.1% | 896 | +8,876 | 93.43% | Q1 2026 | Apr 09, 2026 |
| Anchor Investment Management, LLC | History | Added to | 18,295 | 1,400 | 0.12% | 0.12% | 897 | +26 | 0.14% | Q1 2026 | May 01, 2026 |
| Souders Financial Advisors | History | Added to | 18,259 | 1,397 | 0.16% | 0.09% | 898 | +7,931 | 76.79% | Q1 2026 | May 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 18,235 | 1,395 | 1.22% | 1.24% | 899 | +928 | 5.36% | Q1 2026 | May 06, 2026 |
| Mendel Money Management | History | Added to | 18,210 | 1,393 | 0.58% | 0.41% | 900 | +6,047 | 49.72% | Q1 2026 | May 04, 2026 |
| Orin Green Financial, LLC | History | Reduced | 17,994 | 1,377 | 0.56% | 0.59% | 901 | -360 | -1.96% | Q1 2026 | Apr 29, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 17,863 | 1,367 | 1.37% | 1.37% | 902 | -217 | -1.2% | Q1 2026 | May 13, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 17,855 | 1,366 | 0.17% | 0.11% | 903 | +6,738 | 60.61% | Q1 2026 | Apr 23, 2026 |
| Corsicana & Co. | History | Reduced | 20,655 | 1,358 | 0.86% | 1.34% | 904 | -9,130 | -30.65% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,680 | 1,353 | 0.02% | 0.01% | 905 | +3,182 | 21.95% | Q1 2026 | Apr 20, 2026 |
| Bensler, LLC | History | Reduced | 17,643 | 1,350 | 0.14% | 0.14% | 906 | -305 | -1.7% | Q1 2026 | May 01, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 17,617 | 1,348 | 0.79% | 3.04% | 907 | -58,042 | -76.72% | Q1 2026 | May 11, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 17,588 | 1,346 | 1.11% | 1.11% | 908 | +609 | 3.59% | Q1 2026 | Apr 21, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 17,515 | 1,340 | 0.07% | 0.08% | 909 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 17,401 | 1,331 | 0.08% | 0.1% | 910 | -225 | -1.28% | Q1 2026 | Apr 28, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 17,357 | 1,328 | 0.07% | 0.07% | 911 | +3,973 | 29.68% | Q1 2026 | Apr 29, 2026 |
| FSA Advisors, Inc. | History | Added to | 17,228 | 1,318 | 0.87% | 0.91% | 912 | +868 | 5.31% | Q1 2026 | May 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 17,210 | 1,317 | 0.22% | 0.03% | 913 | +14,813 | 617.98% | Q1 2026 | May 06, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 17,087 | 1,307 | 0.46% | 0.57% | 914 | +338 | 2.02% | Q1 2026 | Apr 21, 2026 |
| tru Independence LLC | History | Added to | 17,000 | 1,301 | 0.64% | 0.3% | 915 | +2,249 | 15.25% | Q1 2026 | Apr 22, 2026 |
| Advisor Resource Council | History | Reduced | 16,953 | 1,297 | 0.42% | 0.64% | 916 | -5,058 | -22.98% | Q1 2026 | May 07, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 16,166 | 1,292 | 0.16% | 0.13% | 917 | +3,365 | 26.29% | Q1 2026 | Apr 22, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 16,882 | 1,292 | 0.41% | 0.46% | 918 | +382 | 2.32% | Q1 2026 | Apr 15, 2026 |
| BankPlus Trust Department | History | Reduced | 16,818 | 1,287 | 0.34% | 0.44% | 919 | -3,943 | -18.99% | Q1 2026 | May 11, 2026 |
| Alteri Wealth LLC | History | New | 16,797 | 1,285 | 0.42% | — | 920 | +16,797 | New | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | Added to | 16,728 | 1,280 | 0.04% | 0.03% | 921 | +4,708 | 39.17% | Q1 2026 | Apr 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 16,608 | 1,271 | 0.08% | 0.08% | 922 | +174 | 1.06% | Q1 2026 | May 13, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 16,542 | 1,266 | 0.51% | 0.38% | 923 | +4,623 | 38.79% | Q1 2026 | Apr 24, 2026 |
| SIMPLEX TRADING, LLC | History | New | 16,469 | 1,260 | 0.0% | — | 925 | +16,469 | New | Q1 2026 | May 14, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 16,469 | 1,260 | 0.79% | 0.8% | 924 | -103 | -0.62% | Q1 2026 | Apr 28, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 16,450 | 1,259 | 0.84% | 0.84% | 926 | -1,000 | -5.73% | Q1 2026 | Apr 16, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 16,313 | 1,248 | 0.77% | 0.77% | 927 | +96 | 0.59% | Q1 2026 | May 11, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 16,100 | 1,241 | 0.29% | 0.88% | 928 | -725 | -4.31% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 16,154 | 1,236 | 0.01% | 0.01% | 929 | +6,400 | 65.61% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 16,125 | 1,234 | 0.26% | 0.27% | 930 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mosaic Advisors LLC | History | New | 14,631 | 1,229 | 1.84% | — | 931 | +14,631 | New | Q1 2026 | May 04, 2026 |
| Alamar Capital Management, LLC | History | Reduced | 16,038 | 1,227 | 0.75% | 0.72% | 932 | -300 | -1.84% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 15,934 | 1,220 | 0.14% | 0.11% | 933 | +3,775 | 31.05% | Q1 2026 | Apr 16, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 15,889 | 1,216 | 0.35% | 9.97% | 934 | -304,508 | -95.04% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 15,889 | 1,216 | 0.35% | 0.35% | 935 | +1,805 | 12.82% | Q1 2026 | May 13, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 15,660 | 1,199 | 0.24% | 0.3% | 936 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 15,983 | 1,188 | 0.18% | 0.18% | 937 | +1,061 | 7.11% | Q1 2026 | May 07, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 15,381 | 1,177 | 0.01% | 0.01% | 938 | -360 | -2.29% | Q1 2026 | Apr 27, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 15,348 | 1,174 | 0.48% | 0.44% | 939 | +1,778 | 13.1% | Q1 2026 | May 08, 2026 |
| TLWM | History | Added to | 15,271 | 1,168 | 0.21% | 0.22% | 940 | +623 | 4.25% | Q1 2026 | Apr 08, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 15,208 | 1,164 | 0.13% | 0.14% | 941 | +66 | 0.44% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Reduced | 15,205 | 1,163 | 0.7% | 1.03% | 942 | -4,352 | -22.25% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 14,952 | 1,159 | 0.13% | 0.11% | 944 | +5,332 | 55.43% | Q1 2026 | Apr 10, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 15,152 | 1,159 | 0.23% | 0.24% | 943 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 15,120 | 1,157 | 0.43% | 0.47% | 945 | -344 | -2.22% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Reduced | 15,116 | 1,156 | 0.01% | 0.01% | 946 | -2,714 | -15.22% | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 14,376 | 1,150 | 0.18% | 0.18% | 947 | -2 | -0.01% | Q1 2026 | Apr 16, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,937 | 1,143 | 0.0% | 0.0% | 948 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 14,171 | 1,136 | 0.06% | 0.06% | 949 | -1,412 | -9.06% | Q1 2026 | Apr 08, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 14,707 | 1,136 | 0.32% | 0.35% | 950 | -79 | -0.53% | Q1 2026 | Apr 08, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 14,786 | 1,131 | 0.13% | 0.13% | 951 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 14,666 | 1,122 | 0.49% | 0.24% | 952 | +7,447 | 103.16% | Q1 2026 | May 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 14,605 | 1,117 | 0.12% | 0.13% | 953 | -205 | -1.38% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 13,086 | 1,114 | 0.15% | 0.03% | 954 | +10,424 | 391.59% | Q1 2026 | May 06, 2026 |
| LOM Asset Management Ltd | History | No change | 14,500 | 1,109 | 0.32% | 0.34% | 955 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Whelan Financial | History | No change | 14,484 | 1,108 | 0.34% | 0.36% | 956 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MGB Wealth Management, LLC | History | No change | 13,761 | 1,104 | 0.32% | 0.32% | 957 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 14,382 | 1,100 | 0.23% | 0.25% | 958 | -152 | -1.05% | Q1 2026 | Apr 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 14,352 | 1,098 | 0.04% | 0.03% | 959 | +2,241 | 18.5% | Q1 2026 | May 15, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 14,345 | 1,097 | 0.73% | 0.75% | 960 | -380 | -2.58% | Q1 2026 | Apr 21, 2026 |
| Beacon Capital Management, LLC | History | New | 14,235 | 1,089 | 0.19% | — | 961 | +14,235 | New | Q1 2026 | May 11, 2026 |
| Strong Retirement Solutions LLC | History | Added to | 14,086 | 1,078 | 0.76% | 0.6% | 962 | +2,913 | 26.07% | Q1 2026 | Apr 20, 2026 |
| Nicholas Wealth, LLC. | History | Reduced | 14,081 | 1,077 | 0.74% | 0.78% | 963 | -316 | -2.19% | Q1 2026 | Apr 22, 2026 |
| 360 Financial, Inc. | History | Reduced | 14,047 | 1,075 | 0.32% | 0.41% | 964 | -2,826 | -16.75% | Q1 2026 | May 07, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 14,042 | 1,074 | 0.22% | 0.26% | 965 | -1,901 | -11.92% | Q1 2026 | Apr 13, 2026 |
| Embree Financial Group | History | Added to | 14,040 | 1,074 | 0.13% | 0.14% | 966 | +146 | 1.05% | Q1 2026 | Apr 23, 2026 |
| Orographic Financial Advisors, LLC | History | New | 14,014 | 1,072 | 0.76% | — | 967 | +14,014 | New | Q1 2026 | May 19, 2026 |
| Metis Global Partners, LLC | History | Reduced | 13,872 | 1,061 | 0.03% | 0.05% | 968 | -11,749 | -45.86% | Q1 2026 | May 07, 2026 |
| MBE Wealth Management, LLC | History | Added to | 13,852 | 1,060 | 0.44% | 0.46% | 969 | +256 | 1.88% | Q1 2026 | Apr 21, 2026 |
| Estate Counselors, LLC | History | Added to | 13,814 | 1,057 | 0.09% | 0.09% | 970 | +606 | 4.59% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Added to | 13,782 | 1,054 | 0.14% | 0.1% | 971 | +3,681 | 36.44% | Q1 2026 | Apr 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 13,660 | 1,045 | 0.08% | 0.09% | 972 | +82 | 0.6% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | New | 13,623 | 1,042 | 0.05% | — | 973 | +13,623 | New | Q1 2026 | May 13, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 13,964 | 1,038 | 0.89% | 0.97% | 974 | -137 | -0.97% | Q1 2026 | Apr 27, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 13,330 | 1,020 | 0.13% | 0.14% | 975 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMJ Financial Wealth Management | History | Added to | 13,305 | 1,018 | 0.24% | 0.25% | 976 | +213 | 1.63% | Q1 2026 | May 08, 2026 |
| Asset One Wealth Management LLC | History | Added to | 12,280 | 1,017 | 0.11% | 0.13% | 977 | +319 | 2.67% | Q1 2026 | May 12, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 12,398 | 1,013 | 0.14% | 0.23% | 978 | -2,816 | -18.51% | Q1 2026 | May 11, 2026 |
| LongView Wealth Management | History | Added to | 12,345 | 1,009 | 0.25% | 0.22% | 979 | +1,245 | 11.22% | Q1 2026 | Apr 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 13,168 | 1,007 | 0.13% | 0.13% | 980 | +343 | 2.67% | Q1 2026 | May 12, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 13,128 | 1,004 | 0.52% | 0.5% | 981 | +2,598 | 24.67% | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 13,067 | 1,000 | 0.06% | 0.09% | 982 | -6,153 | -32.01% | Q1 2026 | Apr 30, 2026 |
| Summit Financial Consulting LLC | History | Added to | 13,074 | 1,000 | 0.72% | 0.76% | 983 | +79 | 0.61% | Q1 2026 | Apr 10, 2026 |
| Signature Wealth Management Group | History | New | 13,033 | 997 | 0.38% | — | 985 | +13,033 | New | Q1 2026 | Apr 01, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 13,030 | 997 | 0.13% | 0.14% | 984 | +682 | 5.52% | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | New | 12,991 | 994 | 0.02% | — | 987 | +12,991 | New | Q1 2026 | May 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 12,988 | 994 | 0.05% | 0.05% | 986 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Endowment Management, LP | History | Added to | 12,914 | 988 | 0.11% | 0.12% | 988 | +1,183 | 10.08% | Q1 2026 | May 14, 2026 |
| Selby Wealth Management, LLC | History | Added to | 12,890 | 986 | 0.39% | 0.13% | 989 | +8,798 | 215.0% | Q1 2026 | Apr 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 12,826 | 981 | 0.25% | 0.25% | 990 | +1,701 | 15.29% | Q1 2026 | May 06, 2026 |
| Breachway Investments LLC | History | Added to | 16,339 | 980 | 0.94% | 0.89% | 991 | +5,792 | 54.92% | Q1 2026 | Apr 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 12,733 | 974 | 0.32% | 0.33% | 993 | +1,111 | 9.56% | Q1 2026 | May 11, 2026 |
| Community Bank, N.A. | History | Reduced | 12,727 | 974 | 0.12% | 0.12% | 992 | -265 | -2.04% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 12,549 | 960 | 0.0% | — | 995 | +12,549 | New | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 12,548 | 960 | 0.0% | 0.0% | 994 | +1,037 | 9.01% | Q1 2026 | May 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 12,539 | 959 | 0.62% | 0.72% | 996 | -1,120 | -8.2% | Q1 2026 | May 20, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Reduced | 12,500 | 956 | 0.17% | 0.18% | 997 | -496 | -3.82% | Q1 2026 | Apr 10, 2026 |
| Emerald Advisors, LLC | History | Reduced | 12,229 | 936 | 0.12% | 0.14% | 998 | -339 | -2.7% | Q1 2026 | Apr 23, 2026 |
| Stewardship Advisors, LLC | History | Added to | 12,197 | 933 | 0.21% | 0.2% | 999 | +1,663 | 15.79% | Q1 2026 | Apr 17, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 12,185 | 932 | 0.02% | 0.01% | 1000 | +5,219 | 74.92% | Q1 2026 | Apr 07, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 12,184 | 932 | 0.04% | 0.04% | 1001 | -999 | -7.58% | Q1 2026 | May 07, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 12,181 | 932 | 0.76% | 0.97% | 1002 | -256 | -2.06% | Q1 2026 | Apr 17, 2026 |
| G&S Capital LLC | History | Added to | 12,105 | 926 | 0.33% | 0.33% | 1003 | +583 | 5.06% | Q1 2026 | Apr 07, 2026 |
| Fiduciary Planning LLC | History | Added to | 12,066 | 923 | 0.28% | 0.29% | 1004 | +9 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Five Oceans Advisors | History | Added to | 11,982 | 917 | 0.33% | 0.32% | 1005 | +797 | 7.13% | Q1 2026 | Apr 07, 2026 |
| Invst, LLC | History | Added to | 11,959 | 915 | 0.1% | 0.1% | 1006 | +504 | 4.4% | Q1 2026 | May 13, 2026 |
| Beckerman Institutional, LLC | History | No change | 11,958 | 915 | 0.49% | 0.54% | 1007 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| McMill Wealth Management | History | Reduced | 9,565 | 904 | 0.24% | 6.86% | 1008 | -294,563 | -96.85% | Q1 2026 | May 13, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 11,801 | 903 | 0.77% | 0.73% | 1010 | +818 | 7.45% | Q1 2026 | May 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 11,804 | 903 | 0.22% | 0.23% | 1009 | +28 | 0.24% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 11,770 | 900 | 0.01% | 0.01% | 1011 | -560 | -4.54% | Q1 2026 | May 06, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 11,696 | 895 | 0.46% | 0.5% | 1012 | +59 | 0.51% | Q1 2026 | Apr 21, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 11,688 | 894 | 0.06% | 0.07% | 1013 | -194 | -1.63% | Q1 2026 | Apr 29, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 11,650 | 891 | 0.1% | 0.11% | 1014 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vantage Investment Partners, LLC | History | No change | 11,641 | 891 | 0.06% | 0.06% | 1015 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PlanVest Financial, Inc | History | New | 11,554 | 884 | 0.67% | — | 1016 | +11,554 | New | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 11,403 | 878 | 0.0% | 0.01% | 1017 | -899 | -7.31% | Q1 2026 | May 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 11,458 | 876 | 0.92% | 1.57% | 1018 | +1,116 | 10.79% | Q1 2026 | May 13, 2026 |
| Transce3nd, LLC | History | Reduced | 11,379 | 870 | 7.72% | 7.84% | 1019 | -505 | -4.25% | Q1 2026 | May 07, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 11,320 | 866 | 0.31% | 0.18% | 1020 | +4,962 | 78.04% | Q1 2026 | Apr 30, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 11,326 | 866 | 0.72% | 0.78% | 1021 | -490 | -4.15% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 11,307 | 865 | 0.02% | 0.03% | 1022 | -1,448 | -11.35% | Q1 2026 | Apr 09, 2026 |
| SFM, LLC | History | Reduced | 11,249 | 860 | 0.52% | 1.35% | 1023 | -17,431 | -60.78% | Q1 2026 | Apr 08, 2026 |
| Ethic Inc. | History | New | 11,239 | 860 | 0.01% | — | 1024 | +11,239 | New | Q1 2026 | Apr 27, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 11,225 | 859 | 1.07% | 13.75% | 1025 | -322,056 | -96.63% | Q1 2026 | May 11, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 11,201 | 857 | 0.65% | 2.33% | 1026 | -23,497 | -67.72% | Q1 2026 | Apr 21, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 11,150 | 853 | 1.54% | 1.69% | 1027 | +168 | 1.53% | Q1 2026 | Apr 14, 2026 |
| StoneX Group Inc. | History | Added to | 11,112 | 850 | 0.05% | 0.03% | 1028 | +2,159 | 24.11% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,094 | 849 | 0.0% | 0.0% | 1029 | -2,605 | -19.02% | Q1 2026 | May 06, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 11,096 | 849 | 0.15% | 0.17% | 1030 | -136 | -1.21% | Q1 2026 | Apr 09, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 11,070 | 847 | 0.76% | 0.44% | 1031 | +7,334 | 196.31% | Q1 2026 | May 11, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 10,000 | 841 | 0.17% | 0.17% | 1032 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FLP Wealth Management, LLC | History | New | 10,974 | 839 | 1.73% | — | 1033 | +10,974 | New | Q1 2026 | Apr 28, 2026 |
| EJMK Ventures LLC | History | Reduced | 10,949 | 838 | 0.47% | 0.98% | 1034 | -8,844 | -44.68% | Q1 2026 | Apr 24, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 10,917 | 835 | 0.54% | 0.64% | 1035 | -299 | -2.67% | Q1 2026 | May 08, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 10,734 | 821 | 0.54% | 0.55% | 1036 | -129 | -1.19% | Q1 2026 | Apr 22, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 10,661 | 815 | 0.49% | 0.55% | 1037 | -383 | -3.47% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 10,641 | 814 | 0.0% | 0.0% | 1038 | +3,025 | 39.72% | Q1 2026 | May 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 10,637 | 814 | 0.47% | 0.47% | 1039 | -102 | -0.95% | Q1 2026 | May 15, 2026 |
| Kelsey Financial, LLC | History | Added to | 10,643 | 814 | 0.71% | 0.73% | 1040 | +42 | 0.4% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 10,618 | 812 | 0.01% | 0.01% | 1041 | -78 | -0.73% | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | Added to | 10,560 | 808 | 0.14% | 0.15% | 1042 | +573 | 5.74% | Q1 2026 | Apr 24, 2026 |
| Stokes Family Office, LLC | History | Reduced | 10,555 | 807 | 0.08% | 0.08% | 1043 | -282 | -2.6% | Q1 2026 | May 11, 2026 |
| Integrity Wealth Partners, LLC | History | New | 10,516 | 804 | 0.72% | — | 1044 | +10,516 | New | Q1 2026 | Apr 27, 2026 |
| Reliant Investment Partners, LLC | History | No change | 10,494 | 803 | 0.67% | 0.66% | 1045 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Taylor Securities Services, Inc. | History | No change | 10,500 | 803 | 0.37% | 0.38% | 1046 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 10,452 | 799 | 0.47% | 0.41% | 1047 | +3,649 | 53.64% | Q1 2026 | May 05, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 10,452 | 799 | 0.59% | 0.63% | 1048 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,422 | 797 | 0.02% | 0.01% | 1049 | +2,917 | 38.87% | Q1 2026 | Apr 15, 2026 |
| DGS Capital Management, LLC | History | Added to | 10,412 | 796 | 0.13% | 0.07% | 1050 | +5,127 | 97.01% | Q1 2026 | Apr 28, 2026 |
| Brooklyn FI, LLC | History | Added to | 10,391 | 795 | 0.17% | 0.18% | 1051 | +72 | 0.7% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 9,975 | 793 | 0.22% | 0.22% | 1052 | -296 | -2.88% | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 9,056 | 786 | 0.08% | 0.1% | 1053 | -136 | -1.48% | Q1 2026 | May 12, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 10,239 | 783 | 0.16% | 0.16% | 1055 | +121 | 1.2% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 10,235 | 783 | 0.01% | 0.01% | 1054 | +41 | 0.4% | Q1 2026 | May 01, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 10,186 | 779 | 0.69% | — | 1056 | +10,186 | New | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Added to | 10,156 | 777 | 0.04% | 0.05% | 1057 | +220 | 2.21% | Q1 2026 | Apr 28, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 10,117 | 774 | 0.05% | 0.06% | 1058 | +1,015 | 11.15% | Q1 2026 | May 18, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 10,109 | 773 | 0.16% | 0.22% | 1059 | -2,678 | -20.94% | Q1 2026 | May 15, 2026 |
| Hemenway Trust Co LLC | History | No change | 10,085 | 771 | 0.06% | 0.06% | 1060 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 9,990 | 764 | 0.44% | 0.46% | 1061 | +18 | 0.18% | Q1 2026 | May 01, 2026 |
| McLaughlin Asset Management, Inc. | History | Added to | 9,979 | 763 | 0.73% | 0.52% | 1062 | +2,693 | 36.96% | Q1 2026 | Apr 29, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 9,917 | 759 | 0.55% | 0.6% | 1063 | -488 | -4.69% | Q1 2026 | May 05, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 9,894 | 757 | 0.02% | 0.03% | 1064 | -1,830 | -15.61% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 9,881 | 756 | 0.0% | 0.0% | 1065 | +9,809 | 13623.61% | Q1 2026 | May 06, 2026 |
| Certified Advisory Corp | History | Added to | 9,888 | 756 | 0.07% | 0.03% | 1066 | +5,539 | 127.36% | Q1 2026 | Apr 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 9,851 | 754 | 0.06% | 0.3% | 1068 | -37,403 | -79.15% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,851 | 754 | 0.0% | 0.01% | 1067 | -739 | -6.98% | Q1 2026 | May 05, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 9,845 | 753 | 0.44% | 0.41% | 1069 | +932 | 10.46% | Q1 2026 | Apr 17, 2026 |
| Hughes Financial Services, LLC | History | Added to | 9,832 | 752 | 0.12% | 0.12% | 1071 | +230 | 2.4% | Q1 2026 | Apr 29, 2026 |
| American Money Management, LLC | History | Reduced | 9,833 | 752 | 0.12% | 0.13% | 1070 | -176 | -1.76% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 9,770 | 747 | 0.01% | 0.02% | 1072 | -490 | -4.78% | Q1 2026 | May 12, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 9,752 | 746 | 0.41% | 0.44% | 1073 | -583 | -5.64% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 9,720 | 743 | 0.01% | 0.03% | 1074 | -20,912 | -68.27% | Q1 2026 | May 13, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 9,704 | 742 | 0.1% | 0.19% | 1075 | -6,034 | -38.34% | Q1 2026 | Apr 28, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 9,686 | 741 | 0.56% | 0.65% | 1076 | -908 | -8.57% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 9,657 | 739 | 0.03% | 0.04% | 1077 | -754 | -7.24% | Q1 2026 | May 06, 2026 |
| Trilogy Capital Inc. | History | Reduced | 9,647 | 738 | 0.03% | 0.03% | 1078 | -48 | -0.5% | Q1 2026 | Apr 21, 2026 |
| KPP Advisory Services LLC | History | Reduced | 9,625 | 736 | 0.11% | 0.12% | 1079 | -913 | -8.66% | Q1 2026 | Apr 24, 2026 |
| Targeted Financial Services LLC | History | Added to | 9,594 | 734 | 0.6% | 0.41% | 1080 | +3,717 | 63.25% | Q1 2026 | Apr 15, 2026 |
| Global X Japan Co., Ltd. | History | New | 9,518 | 728 | 0.04% | — | 1081 | +9,518 | New | Q1 2026 | Apr 13, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 9,471 | 727 | 0.21% | 0.22% | 1082 | +100 | 1.07% | Q1 2026 | May 07, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 9,462 | 724 | 0.62% | 0.89% | 1083 | -1,808 | -16.04% | Q1 2026 | Apr 27, 2026 |
| FreeGulliver LLC | History | Reduced | 9,437 | 722 | 0.3% | 0.33% | 1084 | -1,695 | -15.23% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Added to | 9,414 | 720 | 0.14% | 0.14% | 1085 | +210 | 2.28% | Q1 2026 | May 11, 2026 |
| Summit Global Investments | History | Reduced | 9,251 | 708 | 0.04% | 0.08% | 1086 | -7,069 | -43.31% | Q1 2026 | May 07, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 9,247 | 707 | 0.14% | 0.15% | 1087 | +258 | 2.87% | Q1 2026 | May 14, 2026 |
| Optimist Retirement Group LLC | History | Added to | 9,255 | 707 | 0.31% | 0.34% | 1089 | +14 | 0.15% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | No change | 9,245 | 707 | 0.06% | 0.08% | 1088 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pioneer Family Office, LLC | History | Added to | 9,225 | 706 | 0.45% | 0.34% | 1090 | +2,865 | 45.05% | Q1 2026 | May 13, 2026 |
| Blue Edge Capital, LLC | History | No change | 8,798 | 705 | 0.09% | 0.09% | 1091 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 9,157 | 700 | 0.02% | 0.02% | 1092 | -20 | -0.22% | Q1 2026 | May 05, 2026 |
| Sankala Group LLC | History | No change | 9,288 | 700 | 0.57% | 0.6% | 1093 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Kestra Investment Management, LLC | History | Added to | 9,123 | 698 | 0.01% | 0.02% | 1094 | +245 | 2.76% | Q1 2026 | May 11, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 9,089 | 695 | 0.22% | — | 1095 | +9,089 | New | Q1 2026 | Apr 15, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 9,063 | 693 | 0.12% | 0.09% | 1096 | +3,008 | 49.68% | Q1 2026 | Apr 23, 2026 |
| Wellment Financial | History | Added to | 9,040 | 691 | 0.85% | 0.62% | 1097 | +2,410 | 36.35% | Q1 2026 | Apr 28, 2026 |
| Asio Capital, LLC | History | New | 9,014 | 689 | 0.1% | — | 1099 | +9,014 | New | Q1 2026 | Apr 15, 2026 |
| Orion Capital Management LLC | History | Added to | 9,007 | 689 | 0.24% | 0.08% | 1098 | +6,093 | 209.09% | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 8,995 | 688 | 0.14% | 0.14% | 1100 | +77 | 0.86% | Q1 2026 | Apr 15, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 8,986 | 687 | 0.05% | 0.06% | 1101 | -165 | -1.8% | Q1 2026 | May 01, 2026 |
| Asset Dedication, LLC | History | No change | 8,517 | 683 | 0.04% | 0.04% | 1102 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 8,894 | 680 | 0.07% | — | 1103 | +8,894 | New | Q1 2026 | Apr 15, 2026 |
| RB Capital Management, LLC | History | Added to | 8,837 | 676 | 0.14% | 0.12% | 1104 | +1,191 | 15.58% | Q1 2026 | May 14, 2026 |
| Chris Bulman Inc | History | Reduced | 8,832 | 675 | 0.3% | 0.34% | 1105 | -894 | -9.19% | Q1 2026 | Apr 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 8,800 | 673 | 0.01% | 0.01% | 1106 | +1,900 | 27.54% | Q1 2026 | May 15, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 8,782 | 672 | 0.26% | 0.06% | 1107 | +1,416 | 19.22% | Q1 2026 | May 05, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 8,764 | 670 | 0.35% | 0.4% | 1108 | -1,078 | -10.95% | Q1 2026 | Apr 30, 2026 |
| Altrius Capital Management Inc | History | Added to | 8,753 | 669 | 0.13% | 0.14% | 1110 | +658 | 8.13% | Q1 2026 | May 05, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 8,745 | 669 | 0.1% | 0.09% | 1109 | -43 | -0.49% | Q1 2026 | May 14, 2026 |
| Gross & Hartman Investments LLC | History | Reduced | 8,723 | 667 | 0.35% | 0.4% | 1111 | -14 | -0.16% | Q1 2026 | May 15, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 8,632 | 660 | 0.68% | 1.19% | 1112 | -7,290 | -45.79% | Q1 2026 | Apr 21, 2026 |
| Vontobel Holding Ltd. | History | Added to | 8,567 | 655 | 0.0% | 0.0% | 1113 | +2,694 | 45.87% | Q1 2026 | May 08, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 8,418 | 644 | 0.22% | 0.22% | 1114 | +729 | 9.48% | Q1 2026 | Apr 28, 2026 |
| Key Capital Management, INC | History | Added to | 8,414 | 643 | 0.42% | 0.01% | 1116 | +8,247 | 4938.32% | Q1 2026 | May 07, 2026 |
| Expressive Wealth LLC | History | Reduced | 7,451 | 643 | 0.61% | 0.65% | 1115 | -95 | -1.26% | Q1 2026 | May 11, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 8,392 | 642 | 0.34% | 0.43% | 1118 | -2,045 | -19.59% | Q1 2026 | May 11, 2026 |
| Wedmont Private Capital | History | Added to | 8,080 | 642 | 0.02% | 0.02% | 1117 | +813 | 11.19% | Q1 2026 | Apr 09, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 8,336 | 638 | 0.67% | 3.24% | 1119 | -29,927 | -78.21% | Q1 2026 | May 07, 2026 |
| Southland Equity Partners LLC | History | Added to | 8,207 | 628 | 0.12% | 0.11% | 1120 | +1,448 | 21.42% | Q1 2026 | Apr 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 8,193 | 627 | 0.04% | 0.04% | 1121 | +195 | 2.44% | Q1 2026 | May 05, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 8,167 | 625 | 0.22% | 0.13% | 1122 | +312 | 3.97% | Q1 2026 | May 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 7,394 | 619 | 0.33% | 0.21% | 1123 | +2,920 | 65.27% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 8,055 | 616 | 0.06% | 0.06% | 1124 | +1,506 | 23.0% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 8,041 | 615 | 0.0% | 0.0% | 1125 | -18 | -0.22% | Q1 2026 | Apr 24, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 7,983 | 611 | 0.03% | 0.03% | 1126 | +1 | 0.01% | Q1 2026 | Apr 09, 2026 |
| Jacobi Capital Management LLC | History | Added to | 7,918 | 606 | 0.03% | 0.03% | 1127 | +573 | 7.8% | Q1 2026 | May 13, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 7,915 | 605 | 0.2% | 0.21% | 1128 | -188 | -2.32% | Q1 2026 | May 06, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 7,857 | 601 | 0.4% | 0.35% | 1129 | +1,559 | 24.75% | Q1 2026 | Apr 21, 2026 |
| Abundance Wealth Counselors | History | Added to | 7,754 | 593 | 0.09% | 0.1% | 1130 | +2 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 7,674 | 587 | 0.1% | 0.11% | 1131 | +32 | 0.42% | Q1 2026 | Apr 17, 2026 |
| PROTECTIVE LIFE CORP | History | New | 7,646 | 585 | 1.94% | — | 1134 | +7,646 | New | Q1 2026 | May 13, 2026 |
| Unify Financial Advisors | History | Added to | 7,644 | 585 | 0.61% | 0.41% | 1133 | +2,712 | 54.99% | Q1 2026 | Apr 23, 2026 |
| ASPIRIANT, LLC | History | Reduced | 7,647 | 585 | 0.02% | 0.02% | 1132 | -776 | -9.21% | Q1 2026 | May 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 7,571 | 579 | 0.16% | 0.16% | 1135 | +404 | 5.64% | Q1 2026 | Apr 15, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 7,564 | 578 | 0.3% | 0.35% | 1136 | -412 | -5.17% | Q1 2026 | Apr 23, 2026 |
| Opulen Financial Group LLC | History | Added to | 7,540 | 577 | 0.41% | 0.44% | 1137 | +19 | 0.25% | Q1 2026 | Apr 29, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 7,471 | 571 | 0.13% | 0.11% | 1138 | +1,188 | 18.91% | Q1 2026 | Apr 21, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 7,448 | 570 | 0.0% | 0.0% | 1139 | +201 | 2.77% | Q1 2026 | May 07, 2026 |
| Lavaca Capital LLC | History | Added to | 7,382 | 565 | 0.1% | 0.09% | 1140 | +87 | 1.19% | Q1 2026 | May 13, 2026 |
| PFG Private Wealth Management, LLC | History | Reduced | 7,382 | 564 | 0.24% | 0.26% | 1141 | -169 | -2.24% | Q1 2026 | May 14, 2026 |
| Manske Wealth Management | History | No change | 7,348 | 562 | 0.16% | 0.17% | 1142 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Claro Advisors Inc. | History | Added to | 7,341 | 561 | 0.07% | 0.05% | 1143 | +2,739 | 59.52% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Group LLC | History | Added to | 7,336 | 561 | 0.07% | 0.07% | 1144 | +199 | 2.79% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,295 | 560 | 0.03% | 0.03% | 1145 | -1,922 | -20.85% | Q1 2026 | May 12, 2026 |
| Accredited Investors Inc. | History | Reduced | 7,313 | 559 | 0.03% | 0.03% | 1146 | -125 | -1.68% | Q1 2026 | Apr 30, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 7,148 | 547 | 0.33% | 0.35% | 1147 | -598 | -7.72% | Q1 2026 | Apr 29, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 7,106 | 543 | 0.13% | 0.15% | 1148 | -828 | -10.44% | Q1 2026 | May 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 7,078 | 541 | 0.54% | 0.2% | 1150 | +4,627 | 188.78% | Q1 2026 | Apr 22, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 7,077 | 541 | 0.16% | 0.23% | 1149 | +16 | 0.23% | Q1 2026 | Apr 20, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,048 | 539 | 0.0% | 0.0% | 1151 | +1,370 | 24.13% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 7,039 | 538 | 0.01% | 0.02% | 1153 | -3,102 | -30.59% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Added to | 7,034 | 538 | 0.0% | 0.0% | 1152 | +413 | 6.24% | Q1 2026 | May 12, 2026 |
| Provident Wealth Management, LLC | History | Added to | 7,027 | 537 | 0.16% | 0.16% | 1154 | +256 | 3.78% | Q1 2026 | Apr 17, 2026 |
| Curbstone Financial Management Corp | History | No change | 7,000 | 535 | 0.1% | 0.11% | 1155 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Portland Financial Advisors Inc | History | No change | 6,971 | 533 | 1.11% | 1.19% | 1156 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 6,955 | 532 | 0.02% | 0.07% | 1157 | -24,006 | -77.54% | Q1 2026 | May 18, 2026 |
| Shira Ridge Wealth Management | History | Added to | 6,917 | 529 | 0.21% | 0.19% | 1158 | +879 | 14.56% | Q1 2026 | Apr 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 6,866 | 525 | 0.02% | — | 1159 | +6,866 | New | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 6,836 | 523 | 0.28% | — | 1160 | +6,836 | New | Q1 2026 | May 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 6,819 | 521 | 0.05% | 0.05% | 1161 | +301 | 4.62% | Q1 2026 | Apr 30, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 6,730 | 515 | 0.21% | 0.26% | 1162 | -1,489 | -18.12% | Q1 2026 | May 07, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 6,722 | 514 | 0.39% | 0.41% | 1163 | -266 | -3.81% | Q1 2026 | Apr 30, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 6,445 | 493 | 0.01% | 0.01% | 1164 | -178 | -2.69% | Q1 2026 | May 01, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 6,425 | 491 | 0.05% | — | 1165 | +6,425 | New | Q1 2026 | Apr 23, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 6,314 | 483 | 0.21% | 0.22% | 1166 | -288 | -4.36% | Q1 2026 | May 12, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 6,309 | 482 | 0.21% | 0.95% | 1167 | -19,964 | -75.99% | Q1 2026 | Apr 22, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 6,290 | 481 | 0.36% | 0.38% | 1168 | +16 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Liberty Capital Management, Inc. | History | No change | 5,954 | 477 | 0.09% | 0.09% | 1169 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 6,412 | 476 | 0.01% | 0.02% | 1170 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 6,198 | 474 | 0.02% | 0.03% | 1171 | -2,780 | -30.96% | Q1 2026 | May 07, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 6,188 | 473 | 0.24% | 0.26% | 1172 | +69 | 1.13% | Q1 2026 | May 13, 2026 |
| Northstar Group, Inc. | History | No change | 6,175 | 472 | 0.07% | 0.07% | 1173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Retirement Management Systems Inc. | History | Added to | 6,163 | 471 | 0.11% | 0.09% | 1174 | +1,694 | 37.91% | Q1 2026 | Apr 14, 2026 |
| FLC Capital Advisors | History | No change | 6,151 | 470 | 0.08% | 0.09% | 1175 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 6,134 | 469 | 0.05% | 0.06% | 1176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CPC Advisors, LLC | History | No change | 6,112 | 467 | 0.08% | 0.05% | 1177 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Trust Co of the South | History | No change | 6,079 | 465 | 0.07% | 0.08% | 1178 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Sonoma Allocations LLC | History | Added to | 5,981 | 463 | 0.16% | 0.16% | 1179 | +167 | 2.87% | Q1 2026 | May 19, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 6,045 | 462 | 0.06% | 0.06% | 1180 | -6 | -0.1% | Q1 2026 | May 05, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 6,029 | 461 | 0.09% | 0.07% | 1181 | +1,737 | 40.47% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,014 | 460 | 0.02% | 0.01% | 1183 | +1,475 | 32.5% | Q1 2026 | Apr 17, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 6,016 | 460 | 0.09% | 0.08% | 1182 | +931 | 18.31% | Q1 2026 | Apr 15, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 5,971 | 457 | 0.07% | 0.05% | 1184 | +1,829 | 44.16% | Q1 2026 | Apr 23, 2026 |
| Flower City Capital | History | Reduced | 5,974 | 457 | 0.23% | 0.25% | 1186 | -122 | -2.0% | Q1 2026 | Apr 14, 2026 |
| Ironwood Financial, llc | History | No change | 5,982 | 457 | 0.08% | 0.08% | 1185 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Graetz Wealth LLC | History | Reduced | 5,953 | 455 | 0.41% | 0.48% | 1187 | -574 | -8.79% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,920 | 453 | 0.01% | 0.02% | 1188 | -15,885 | -72.85% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 5,898 | 451 | 0.19% | 0.03% | 1190 | +5,016 | 568.71% | Q1 2026 | May 15, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 5,900 | 451 | 0.3% | 0.31% | 1189 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Financial Life Planners | History | Added to | 5,879 | 449 | 0.34% | 0.34% | 1192 | +14 | 0.24% | Q1 2026 | Apr 24, 2026 |
| May Barnhard Investments LLC | History | Added to | 5,872 | 449 | 0.22% | 0.22% | 1191 | +4 | 0.07% | Q1 2026 | May 13, 2026 |
| Fiduciary Group, LLC | History | Added to | 5,846 | 447 | 0.04% | 0.03% | 1194 | +1,808 | 44.77% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,851 | 447 | 0.03% | 0.03% | 1193 | +274 | 4.91% | Q1 2026 | May 12, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 5,727 | 438 | 0.25% | 0.39% | 1196 | -4,673 | -44.93% | Q1 2026 | Apr 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 5,723 | 438 | 0.05% | 0.04% | 1195 | +1,081 | 23.29% | Q1 2026 | May 11, 2026 |
| POTENTIA WEALTH | History | New | 5,713 | 437 | 0.17% | — | 1199 | +5,713 | New | Q1 2026 | May 11, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 5,710 | 437 | 0.1% | 0.12% | 1198 | -657 | -10.32% | Q1 2026 | Apr 09, 2026 |
| MY Wealth Management Inc. | History | Added to | 6,648 | 437 | 0.42% | 0.44% | 1197 | +347 | 5.51% | Q1 2026 | May 01, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 5,627 | 430 | 0.04% | 0.04% | 1200 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Prosperitas Financial LLC | History | New | 5,600 | 428 | 0.16% | — | 1202 | +5,600 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 5,755 | 428 | 0.03% | 0.02% | 1201 | -94 | -1.61% | Q1 2026 | Apr 24, 2026 |
| TPG Financial Advisors, LLC | History | No change | 5,575 | 426 | 0.14% | 0.15% | 1203 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 5,549 | 424 | 0.29% | 0.33% | 1204 | -21 | -0.38% | Q1 2026 | Apr 15, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 5,539 | 423 | 0.01% | 0.02% | 1205 | -75 | -1.34% | Q1 2026 | Apr 20, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 5,502 | 421 | 0.07% | 0.07% | 1206 | +405 | 7.95% | Q1 2026 | Apr 28, 2026 |
| Ruggiero Investments, Inc. | History | New | 5,493 | 420 | 0.41% | — | 1207 | +5,493 | New | Q1 2026 | May 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 5,485 | 419 | 0.11% | — | 1208 | +5,485 | New | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 5,458 | 418 | 0.06% | 0.07% | 1209 | -86 | -1.55% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,428 | 415 | 0.0% | 0.0% | 1211 | -165 | -2.95% | Q1 2026 | Apr 27, 2026 |
| High Falls Advisors, Inc | History | No change | 5,179 | 415 | 0.08% | 0.08% | 1210 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 5,412 | 414 | 0.2% | 0.26% | 1212 | -922 | -14.56% | Q1 2026 | Apr 17, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 5,403 | 413 | 0.29% | 0.3% | 1213 | +1 | 0.02% | Q1 2026 | May 08, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 5,392 | 412 | 0.04% | 0.04% | 1214 | +416 | 8.36% | Q1 2026 | May 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 5,347 | 409 | 0.01% | 0.01% | 1215 | +1,493 | 38.74% | Q1 2026 | May 04, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 80,823 | 408 | 0.19% | 0.22% | 1216 | -4,127 | -4.86% | Q1 2026 | Apr 14, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 5,330 | 407 | 0.29% | 0.26% | 1217 | +286 | 5.67% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | New | 5,307 | 406 | 0.06% | — | 1220 | +5,307 | New | Q1 2026 | Apr 30, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 5,306 | 406 | 0.01% | 0.01% | 1218 | +1,149 | 27.64% | Q1 2026 | May 13, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 5,305 | 406 | 0.34% | 0.37% | 1219 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WealthBridge Capital Management, LLC | History | New | 5,290 | 404 | 0.09% | — | 1221 | +5,290 | New | Q1 2026 | Apr 17, 2026 |
| Colonial River Investments, LLC | History | Reduced | 5,265 | 402 | 0.14% | 0.16% | 1222 | -292 | -5.25% | Q1 2026 | Apr 27, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 5,224 | 399 | 0.16% | 0.39% | 1223 | -6,445 | -55.23% | Q1 2026 | Apr 07, 2026 |
| Patten Group, Inc. | History | Reduced | 5,176 | 396 | 0.07% | 0.08% | 1224 | -80 | -1.52% | Q1 2026 | Apr 24, 2026 |
| Hardy Reed LLC | History | No change | 5,177 | 396 | 0.03% | 0.03% | 1225 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Traveka Wealth, LLC | History | No change | 5,134 | 392 | 0.15% | 0.17% | 1226 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HOEY INVESTMENTS, INC | History | New | 5,119 | 391 | 0.06% | — | 1228 | +5,119 | New | Q1 2026 | Apr 28, 2026 |
| Castleview Partners, LLC | History | Added to | 5,118 | 391 | 0.2% | 0.13% | 1227 | +1,946 | 61.35% | Q1 2026 | May 01, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 5,096 | 390 | 0.02% | 0.02% | 1229 | +94 | 1.88% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 5,040 | 388 | 0.0% | — | 1231 | +5,040 | New | Q1 2026 | May 05, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 5,073 | 388 | 0.06% | 0.07% | 1230 | -1,395 | -21.57% | Q1 2026 | May 01, 2026 |
| Buska Wealth Management, LLC | History | Added to | 5,044 | 386 | 0.16% | 0.15% | 1232 | +20 | 0.4% | Q1 2026 | Apr 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 5,042 | 385 | 0.04% | 0.05% | 1233 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 5,006 | 383 | 0.07% | 0.07% | 1234 | +374 | 8.07% | Q1 2026 | Apr 15, 2026 |
| Diligent Investors, LLC | History | No change | 5,000 | 382 | 0.09% | 0.1% | 1235 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Santori & Peters, Inc. | History | No change | 4,984 | 381 | 0.12% | 0.14% | 1236 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 4,966 | 380 | 0.09% | 0.08% | 1237 | +590 | 13.48% | Q1 2026 | May 08, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 4,960 | 379 | 0.05% | 0.03% | 1239 | +2,054 | 70.68% | Q1 2026 | Apr 20, 2026 |
| Western Financial Corp/CA | History | Added to | 4,955 | 379 | 0.15% | 0.13% | 1240 | +936 | 23.29% | Q1 2026 | Apr 22, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 4,950 | 379 | 0.04% | 0.04% | 1238 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 4,903 | 375 | 0.04% | 0.06% | 1241 | -2,466 | -33.46% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 4,876 | 373 | 0.03% | 0.04% | 1242 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Networth Advisors, LLC | History | Reduced | 4,847 | 370 | 0.26% | 0.31% | 1244 | -372 | -7.13% | Q1 2026 | Apr 22, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 4,847 | 370 | 0.04% | 0.04% | 1243 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vigilare Wealth Management | History | Reduced | 4,817 | 368 | 0.12% | 0.16% | 1246 | -1,040 | -17.76% | Q1 2026 | Apr 01, 2026 |
| Fortis Advisors, LLC | History | No change | 4,812 | 368 | 0.18% | 0.21% | 1245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 4,804 | 367 | 0.04% | 0.04% | 1247 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 4,773 | 365 | 0.13% | — | 1248 | +4,773 | New | Q1 2026 | May 04, 2026 |
| Plan A Wealth LLC | History | Reduced | 4,753 | 363 | 0.17% | 0.24% | 1249 | -1,324 | -21.79% | Q1 2026 | May 15, 2026 |
| Centric Wealth Management | History | Reduced | 4,287 | 362 | 0.07% | 0.12% | 1251 | -2,760 | -39.17% | Q1 2026 | May 12, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 4,737 | 362 | 0.08% | 0.1% | 1250 | -370 | -7.24% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 4,224 | 359 | 0.08% | 0.08% | 1252 | +57 | 1.37% | Q1 2026 | May 08, 2026 |
| Rayburn West Financial Services LLC | History | Reduced | 4,678 | 358 | 0.21% | 0.24% | 1255 | -58 | -1.22% | Q1 2026 | May 05, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 4,680 | 358 | 0.07% | 0.08% | 1254 | +9 | 0.19% | Q1 2026 | May 05, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 4,690 | 358 | 0.05% | 0.05% | 1253 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 4,659 | 356 | 0.21% | 0.2% | 1257 | +476 | 11.38% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | No change | 4,662 | 356 | 0.03% | 0.04% | 1256 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AJ Advisors, LLC | History | Reduced | 4,637 | 354 | 0.13% | 0.15% | 1258 | -411 | -8.14% | Q1 2026 | Apr 22, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,594 | 351 | 0.04% | 0.05% | 1259 | -213 | -4.43% | Q1 2026 | May 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,580 | 350 | 0.01% | 0.01% | 1260 | +2,032 | 79.75% | Q1 2026 | Apr 27, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 4,533 | 347 | 0.08% | — | 1262 | +4,533 | New | Q1 2026 | May 07, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 4,544 | 347 | 0.02% | 0.02% | 1261 | +7 | 0.15% | Q1 2026 | Apr 23, 2026 |
| CIBC Asset Management Inc | History | No change | 4,532 | 346 | 0.0% | 0.0% | 1263 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 4,512 | 345 | 0.05% | 0.04% | 1264 | +704 | 18.49% | Q1 2026 | May 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 4,495 | 344 | 0.04% | 0.04% | 1265 | -56 | -1.23% | Q1 2026 | Apr 08, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 4,489 | 343 | 0.13% | 0.2% | 1266 | -1,720 | -27.7% | Q1 2026 | Apr 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 4,480 | 342 | 0.0% | 0.0% | 1267 | +1,216 | 37.25% | Q1 2026 | May 15, 2026 |
| Marathon Mission, Inc. | History | Reduced | 4,450 | 340 | 0.2% | 2.92% | 1270 | -58,542 | -92.94% | Q1 2026 | Apr 17, 2026 |
| Element Wealth, LLC | History | Added to | 4,446 | 340 | 0.14% | 0.14% | 1269 | +144 | 3.35% | Q1 2026 | May 04, 2026 |
| Hillman Capital Management, Inc. | History | Added to | 4,444 | 340 | 0.24% | 0.22% | 1268 | +82 | 1.88% | Q1 2026 | May 15, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 4,422 | 338 | 0.22% | 0.37% | 1271 | -3,018 | -40.56% | Q1 2026 | Apr 21, 2026 |
| Vision Retirement, LLC | History | Reduced | 4,410 | 337 | 0.1% | 0.15% | 1272 | -2,406 | -35.3% | Q1 2026 | May 07, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 4,395 | 336 | 0.15% | 0.12% | 1274 | +894 | 25.54% | Q1 2026 | May 05, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 4,399 | 336 | 0.16% | 0.16% | 1275 | +10 | 0.23% | Q1 2026 | May 05, 2026 |
| Howard Capital Management Group, LLC | History | No change | 4,396 | 336 | 0.02% | 0.02% | 1273 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 4,388 | 335 | 0.09% | 0.09% | 1276 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,368 | 334 | 0.01% | 0.0% | 1277 | +1,602 | 57.92% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,144 | 332 | 0.01% | 0.01% | 1278 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Portside Wealth Group, LLC | History | New | 4,337 | 331 | 0.04% | — | 1280 | +4,337 | New | Q1 2026 | May 12, 2026 |
| Ignite Planners, LLC | History | Reduced | 4,336 | 331 | 0.05% | 0.05% | 1279 | -26 | -0.6% | Q1 2026 | Apr 17, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 4,321 | 330 | 0.19% | 0.28% | 1281 | -1,895 | -30.49% | Q1 2026 | May 14, 2026 |
| Schulz Wealth, LTD. | History | No change | 4,110 | 329 | 0.21% | 0.21% | 1282 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 4,292 | 328 | 0.08% | 0.09% | 1283 | +105 | 2.51% | Q1 2026 | May 05, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 4,298 | 328 | 0.13% | 0.13% | 1284 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ancora Advisors LLC | History | Reduced | 4,282 | 327 | 0.01% | 0.01% | 1285 | -1,056 | -19.78% | Q1 2026 | May 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 4,056 | 325 | 0.13% | 0.13% | 1286 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | New | 4,238 | 324 | 0.0% | — | 1287 | +4,238 | New | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 4,198 | 321 | 0.17% | 0.18% | 1288 | +74 | 1.79% | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST Co | History | New | 4,169 | 319 | 0.01% | — | 1289 | +4,169 | New | Q1 2026 | Apr 06, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 4,157 | 318 | 0.22% | 0.23% | 1290 | +29 | 0.7% | Q1 2026 | May 07, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 4,149 | 317 | 0.0% | 0.0% | 1291 | -5,322 | -56.19% | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | New | 4,142 | 317 | 0.02% | — | 1294 | +4,142 | New | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,151 | 317 | 0.0% | 0.0% | 1293 | +631 | 17.93% | Q1 2026 | May 15, 2026 |
| Successful Portfolios LLC | History | Added to | 4,189 | 317 | 0.17% | 0.16% | 1292 | +256 | 6.51% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,136 | 316 | 0.0% | 0.01% | 1295 | +12 | 0.29% | Q1 2026 | Apr 07, 2026 |
| FF Advisors,LLC | History | No change | 3,783 | 315 | 0.13% | 0.13% | 1296 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sequent Planning LLC | History | Added to | 4,104 | 314 | 0.08% | 0.06% | 1297 | +1,175 | 40.12% | Q1 2026 | Apr 21, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 4,098 | 313 | 0.09% | 0.07% | 1298 | +1,067 | 35.2% | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | Reduced | 4,077 | 312 | 0.06% | 0.07% | 1299 | -158 | -3.73% | Q1 2026 | Apr 27, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 4,063 | 310 | 0.16% | 0.18% | 1300 | -292 | -6.7% | Q1 2026 | Apr 10, 2026 |
| TCP Asset Management, LLC | History | Reduced | 4,040 | 309 | 0.04% | 0.07% | 1302 | -1,000 | -19.84% | Q1 2026 | Apr 10, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 4,038 | 309 | 0.08% | 0.07% | 1303 | +784 | 24.09% | Q1 2026 | Apr 17, 2026 |
| Opus Capital Group, LLC | History | No change | 4,035 | 309 | 0.03% | 0.04% | 1301 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 3,835 | 307 | 0.1% | 0.1% | 1304 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Helium Advisors LLC | History | New | 4,008 | 306 | 0.29% | — | 1307 | +4,008 | New | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | Added to | 4,002 | 306 | 0.03% | 0.01% | 1306 | +2,169 | 118.33% | Q1 2026 | May 07, 2026 |
| McAdam, LLC | History | Added to | 4,005 | 306 | 0.01% | 0.01% | 1305 | +512 | 14.66% | Q1 2026 | May 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 3,995 | 305 | 0.0% | — | 1309 | +3,995 | New | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 3,991 | 305 | 0.01% | 0.01% | 1308 | +3 | 0.08% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,981 | 304 | 0.0% | 0.0% | 1310 | +1,568 | 64.98% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 3,970 | 303 | 0.02% | 0.02% | 1311 | +5 | 0.13% | Q1 2026 | Apr 20, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 3,936 | 301 | 0.09% | 0.1% | 1312 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 3,885 | 298 | 0.0% | — | 1313 | +3,885 | New | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | New | 3,867 | 295 | 0.02% | — | 1315 | +3,867 | New | Q1 2026 | Apr 27, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 3,865 | 295 | 0.24% | 0.19% | 1314 | +1,155 | 42.62% | Q1 2026 | May 15, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 3,843 | 294 | 0.1% | 0.15% | 1317 | -1,427 | -27.08% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 3,848 | 294 | 0.01% | 0.01% | 1316 | +1,126 | 41.37% | Q1 2026 | Apr 14, 2026 |
| Quartz Partners, LLC | History | Added to | 3,834 | 293 | 0.11% | 0.08% | 1319 | +1,157 | 43.22% | Q1 2026 | May 05, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 3,782 | 293 | 0.05% | 0.05% | 1318 | -34 | -0.89% | Q1 2026 | Apr 07, 2026 |
| Argent Trust Co | History | Reduced | 3,821 | 292 | 0.01% | 0.01% | 1320 | -190 | -4.74% | Q1 2026 | May 13, 2026 |
| James J. Burns & Company, LLC | History | Added to | 3,810 | 291 | 0.04% | 0.04% | 1321 | +235 | 6.57% | Q1 2026 | Apr 17, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 3,786 | 289 | 0.17% | 0.57% | 1322 | -8,466 | -69.1% | Q1 2026 | Apr 15, 2026 |
| Investment Research Partners LLC | History | Reduced | 3,758 | 287 | 0.12% | 0.13% | 1323 | -120 | -3.09% | Q1 2026 | Apr 29, 2026 |
| Mendel Capital Management LLC | History | New | 3,741 | 286 | 0.14% | — | 1326 | +3,741 | New | Q1 2026 | Apr 21, 2026 |
| Plan Group Financial, LLC | History | Added to | 3,745 | 286 | 0.07% | 0.08% | 1325 | +141 | 3.91% | Q1 2026 | Apr 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 3,746 | 286 | 0.03% | 0.03% | 1324 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 3,726 | 285 | 0.09% | 0.1% | 1327 | -152 | -3.92% | Q1 2026 | Apr 06, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 3,386 | 283 | 0.09% | 0.08% | 1328 | +403 | 13.51% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | Added to | 3,686 | 282 | 0.02% | 0.02% | 1329 | +170 | 4.84% | Q1 2026 | May 08, 2026 |
| Balboa Wealth Partners | History | No change | 3,688 | 282 | 0.05% | 0.05% | 1330 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fortune Financial Advisors, LLC | History | New | 3,680 | 281 | 0.14% | — | 1333 | +3,680 | New | Q1 2026 | Apr 30, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 3,674 | 281 | 0.02% | 0.02% | 1331 | -173 | -4.5% | Q1 2026 | May 13, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 3,676 | 281 | 0.06% | 0.07% | 1332 | -17 | -0.46% | Q1 2026 | May 11, 2026 |
| DAGCO, INC. | History | Reduced | 3,589 | 274 | 0.06% | 0.08% | 1335 | -692 | -16.16% | Q1 2026 | Apr 20, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 3,583 | 274 | 0.22% | 0.25% | 1334 | -203 | -5.36% | Q1 2026 | May 12, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 3,565 | 272 | 0.04% | 0.04% | 1336 | +160 | 4.7% | Q1 2026 | May 01, 2026 |
| HEADINVEST, LLC | History | New | 3,523 | 269 | 0.06% | — | 1337 | +3,523 | New | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | No change | 3,496 | 268 | 0.02% | 0.02% | 1338 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capasso Planning Partners LLC | History | No change | 3,353 | 268 | 0.15% | 0.15% | 1339 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 3,482 | 266 | 0.11% | 0.12% | 1340 | -4 | -0.11% | Q1 2026 | May 08, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 3,462 | 264 | 0.04% | — | 1341 | +3,462 | New | Q1 2026 | Apr 30, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 3,444 | 263 | 0.01% | 0.01% | 1342 | -301 | -8.04% | Q1 2026 | May 13, 2026 |
| ProVise Management Group, LLC | History | No change | 3,429 | 262 | 0.02% | 0.02% | 1343 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wrenne Financial Planning LLC | History | New | 3,419 | 261 | 0.1% | — | 1346 | +3,419 | New | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 3,422 | 261 | 0.05% | 0.05% | 1344 | -192 | -5.31% | Q1 2026 | May 11, 2026 |
| Claris Financial LLC | History | No change | 3,417 | 261 | 0.14% | 0.15% | 1345 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Heron Bay Capital Management | History | New | 3,397 | 260 | 0.02% | — | 1347 | +3,397 | New | Q1 2026 | May 13, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 3,366 | 257 | 0.24% | 0.31% | 1349 | +8 | 0.24% | Q1 2026 | May 15, 2026 |
| Pictet North America Advisors SA | History | No change | 3,362 | 257 | 0.03% | 0.03% | 1348 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SOMERVILLE KURT F | History | Added to | 3,350 | 256 | 0.07% | 0.04% | 1350 | +60 | 1.82% | Q1 2026 | May 08, 2026 |
| FULTON BANK, N.A. | History | No change | 3,319 | 254 | 0.01% | 0.01% | 1351 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 3,316 | 253 | 0.01% | 0.01% | 1352 | +260 | 8.51% | Q1 2026 | May 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 3,295 | 252 | 0.04% | — | 1353 | +3,295 | New | Q1 2026 | May 08, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 3,280 | 251 | 0.0% | 0.0% | 1357 | +783 | 31.36% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 3,291 | 251 | 0.0% | 0.0% | 1356 | +168 | 5.38% | Q1 2026 | May 12, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 3,282 | 251 | 0.01% | 0.02% | 1354 | -14 | -0.42% | Q1 2026 | Apr 17, 2026 |
| FineMark National Bank & Trust | History | No change | 3,137 | 251 | 0.01% | 0.01% | 1355 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 3,286 | 251 | 0.15% | 0.16% | 1358 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 3,276 | 250 | 0.07% | 0.06% | 1359 | +251 | 8.3% | Q1 2026 | May 11, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 3,243 | 248 | 0.17% | 0.22% | 1363 | -601 | -15.63% | Q1 2026 | Apr 20, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 3,243 | 248 | 0.07% | 0.09% | 1362 | -495 | -13.24% | Q1 2026 | Apr 08, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 3,243 | 248 | 0.01% | 0.01% | 1360 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | No change | 3,244 | 248 | 0.0% | 0.0% | 1361 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Walleye Partners, LLC | History | New | 3,238 | 247 | 0.3% | — | 1364 | +3,238 | New | Q1 2026 | Apr 23, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 3,215 | 246 | 0.02% | 0.02% | 1365 | +170 | 5.58% | Q1 2026 | May 05, 2026 |
| NDVR, Inc. | History | No change | 3,077 | 246 | 0.2% | 0.2% | 1366 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 3,205 | 245 | 0.03% | 0.05% | 1367 | -1,554 | -32.65% | Q1 2026 | Apr 21, 2026 |
| Blue Line Capital, LLC / IL | History | Added to | 3,213 | 245 | 0.28% | 0.29% | 1368 | +154 | 5.03% | Q1 2026 | May 12, 2026 |
| Box Hill Private Wealth LLC | History | New | 3,198 | 244 | 0.24% | — | 1369 | +3,198 | New | Q1 2026 | Apr 03, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,177 | 243 | 0.01% | 0.02% | 1371 | -3,054 | -49.01% | Q1 2026 | Apr 28, 2026 |
| Penbrook Management LLC | History | Reduced | 3,180 | 243 | 0.18% | 0.18% | 1370 | -20 | -0.63% | Q1 2026 | Apr 21, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 3,133 | 239 | 0.22% | 0.25% | 1373 | -200 | -6.0% | Q1 2026 | May 08, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 3,131 | 239 | 0.14% | 0.15% | 1374 | -23 | -0.73% | Q1 2026 | Apr 21, 2026 |
| Sequent Asset Management, LLC | History | No change | 2,983 | 239 | 0.11% | 0.11% | 1372 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| City Center Advisors, LLC | History | Reduced | 3,115 | 238 | 0.22% | 0.23% | 1375 | -75 | -2.35% | Q1 2026 | Apr 07, 2026 |
| PFG Investments, LLC | History | Added to | 3,059 | 234 | 0.01% | 0.01% | 1376 | +130 | 4.44% | Q1 2026 | Apr 27, 2026 |
| Boomfish Wealth Group, LLC | History | No change | 3,067 | 234 | 0.12% | 0.13% | 1377 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Van Diest Capital, LLC | History | Reduced | 3,050 | 233 | 0.18% | 0.46% | 1379 | -758 | -19.91% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 3,055 | 233 | 0.01% | 0.01% | 1378 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Robinhood Asset Management, LLC | History | New | 3,026 | 231 | 0.02% | — | 1381 | +3,026 | New | Q1 2026 | Apr 13, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 3,030 | 231 | 0.04% | 0.04% | 1380 | -20 | -0.66% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | New | 3,001 | 229 | 0.02% | — | 1385 | +3,001 | New | Q1 2026 | Apr 16, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 2,995 | 229 | 0.01% | — | 1383 | +2,995 | New | Q1 2026 | Apr 15, 2026 |
| Cedar Point Capital Partners, LLC | History | New | 2,993 | 229 | 0.15% | — | 1384 | +2,993 | New | Q1 2026 | May 06, 2026 |
| Bawa N Mallick Trust | History | No change | 3,000 | 229 | 0.09% | 0.09% | 1382 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 2,984 | 228 | 0.05% | 0.05% | 1386 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,968 | 227 | 0.13% | — | 1388 | +2,968 | New | Q1 2026 | May 12, 2026 |
| M3 Advisory Group, LLC | History | No change | 2,975 | 227 | 0.14% | 0.15% | 1387 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 2,956 | 226 | 0.02% | 0.02% | 1389 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 2,950 | 225 | 0.08% | 0.07% | 1390 | +25 | 0.85% | Q1 2026 | Apr 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,928 | 224 | 0.02% | 0.03% | 1392 | -1,462 | -33.3% | Q1 2026 | May 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 2,935 | 224 | 0.06% | 0.06% | 1393 | +167 | 6.03% | Q1 2026 | Apr 09, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,929 | 224 | 0.02% | 0.02% | 1391 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 2,900 | 221 | 0.01% | — | 1397 | +2,900 | New | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,767 | 221 | 0.02% | 0.02% | 1394 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oldfather Financial Services, LLC | History | No change | 2,763 | 221 | 0.07% | 0.07% | 1395 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| F/m Investments LLC | History | No change | 2,897 | 221 | 0.01% | 0.01% | 1396 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smith & Howard Wealth Management, LLC | History | New | 2,885 | 220 | 0.05% | — | 1399 | +2,885 | New | Q1 2026 | Apr 27, 2026 |
| Breakwater Investment Management | History | No change | 2,887 | 220 | 0.08% | 0.08% | 1398 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Everhart Financial Group, Inc. | History | New | 2,849 | 218 | 0.02% | — | 1403 | +2,849 | New | Q1 2026 | Apr 09, 2026 |
| Essex Bank | History | Reduced | 2,849 | 218 | 0.05% | 0.09% | 1401 | -2,485 | -46.59% | Q1 2026 | Apr 17, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 2,853 | 218 | 0.1% | 0.1% | 1402 | +109 | 3.97% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,857 | 218 | 0.06% | 0.07% | 1400 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GSG Advisors LLC | History | New | 2,828 | 216 | 0.06% | — | 1405 | +2,828 | New | Q1 2026 | May 13, 2026 |
| Walsh & Associates, LLC | History | Reduced | 2,833 | 216 | 0.21% | 0.3% | 1404 | -913 | -24.37% | Q1 2026 | May 15, 2026 |
| RoundAngle Advisors LLC | History | New | 2,800 | 214 | 0.16% | — | 1409 | +2,800 | New | Q1 2026 | Apr 08, 2026 |
| Busey Bank | History | Added to | 2,808 | 214 | 0.01% | 0.01% | 1406 | +3 | 0.11% | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,805 | 214 | 0.02% | 0.02% | 1407 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 2,796 | 214 | 0.14% | 0.15% | 1408 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Global Financial Private Client, LLC | History | New | 2,789 | 213 | 0.07% | — | 1411 | +2,789 | New | Q1 2026 | Apr 20, 2026 |
| EWA, LLC | History | No change | 2,786 | 213 | 0.05% | 0.05% | 1410 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 2,781 | 212 | 0.0% | 0.0% | 1413 | +27 | 0.98% | Q1 2026 | May 05, 2026 |
| DAVIS R M INC | History | No change | 2,777 | 212 | 0.0% | 0.0% | 1412 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | New | 2,763 | 211 | 0.02% | — | 1418 | +2,763 | New | Q1 2026 | Apr 10, 2026 |
| JMN Financial LLC | History | Reduced | 2,767 | 211 | 0.21% | 0.36% | 1417 | -1,685 | -37.85% | Q1 2026 | May 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 2,766 | 211 | 0.08% | 0.11% | 1416 | -538 | -16.28% | Q1 2026 | May 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 2,759 | 211 | 0.03% | 0.03% | 1414 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kendall Capital Management | History | No change | 2,768 | 211 | 0.04% | 0.05% | 1415 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 2,746 | 210 | 0.01% | 0.02% | 1419 | -8 | -0.29% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,593 | 208 | 0.0% | 0.0% | 1420 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| V2 Financial group LLC | History | New | 2,705 | 207 | 0.1% | — | 1423 | +2,705 | New | Q1 2026 | May 04, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 2,716 | 207 | 0.12% | 0.14% | 1421 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 2,713 | 207 | 0.08% | 0.08% | 1422 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Chesley Taft & Associates LLC | History | New | 2,671 | 204 | 0.01% | — | 1425 | +2,671 | New | Q1 2026 | Apr 13, 2026 |
| Great Waters Wealth Management | History | New | 2,671 | 204 | 0.02% | — | 1426 | +2,671 | New | Q1 2026 | Apr 17, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 2,548 | 204 | 0.01% | 0.01% | 1424 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Broussard Financial Group LLC | History | Reduced | 2,648 | 202 | 0.16% | 0.18% | 1427 | -90 | -3.29% | Q1 2026 | Apr 29, 2026 |
| Rockline Wealth Management, LLC | History | Reduced | 2,644 | 202 | 0.04% | 0.04% | 1429 | -66 | -2.44% | Q1 2026 | Apr 30, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 2,652 | 202 | 0.01% | 0.01% | 1428 | +19 | 0.72% | Q1 2026 | May 11, 2026 |
| Point Windward Advisors Inc. | History | Added to | 2,615 | 200 | 0.1% | 0.1% | 1432 | +23 | 0.89% | Q1 2026 | Apr 09, 2026 |
| CULBERTSON A N & CO INC | History | No change | 2,624 | 200 | 0.03% | 0.03% | 1430 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,619 | 200 | 0.01% | 0.01% | 1431 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,592 | 199 | 0.01% | 0.0% | 1433 | +1,556 | 150.19% | Q1 2026 | Apr 27, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 2,588 | 198 | 0.17% | 0.16% | 1434 | +301 | 13.16% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,546 | 194 | 0.03% | 0.03% | 1435 | +224 | 9.65% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 2,430 | 185 | 0.03% | 0.04% | 1436 | +4 | 0.16% | Q1 2026 | May 08, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 2,284 | 174 | 0.01% | — | 1437 | +2,284 | New | Q1 2026 | May 06, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 2,251 | 172 | 0.07% | 0.04% | 1438 | +1,097 | 95.06% | Q1 2026 | May 01, 2026 |
| Glassman Wealth Services | History | No change | 2,205 | 168 | 0.02% | 0.02% | 1439 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,139 | 163 | 0.01% | 0.01% | 1440 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 2,076 | 158 | 0.02% | 0.0% | 1441 | +1,771 | 580.66% | Q1 2026 | Apr 17, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 2,040 | 156 | 0.12% | 0.13% | 1442 | -27 | -1.31% | Q1 2026 | Apr 07, 2026 |
| Napier Financial, LLC | History | New | 1,999 | 152 | 0.03% | — | 1443 | +1,999 | New | Q1 2026 | May 05, 2026 |
| Team Financial Group, LLC | History | Added to | 1,918 | 146 | 0.07% | 0.06% | 1444 | +235 | 13.96% | Q1 2026 | May 01, 2026 |
| Graney & King, LLC | History | Reduced | 1,910 | 146 | 0.08% | 0.09% | 1445 | -86 | -4.31% | Q1 2026 | May 18, 2026 |
| CX Institutional | History | Reduced | 1,874 | 143 | 0.0% | 0.01% | 1446 | -954 | -33.73% | Q1 2026 | Apr 06, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,867 | 142 | 0.04% | 0.05% | 1447 | +3 | 0.16% | Q1 2026 | May 01, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 1,850 | 141 | 0.04% | 0.05% | 1448 | -150 | -7.5% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | No change | 1,846 | 141 | 0.01% | 0.01% | 1449 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 35,600 | 139 | 0.0% | 0.13% | 1450 | -189,020 | -84.15% | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 1,822 | 139 | 0.05% | 0.08% | 1451 | -1,059 | -36.76% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,794 | 137 | 0.02% | 0.02% | 1452 | +276 | 18.18% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,730 | 132 | 0.0% | 0.0% | 1453 | +1,385 | 401.45% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,725 | 132 | 0.02% | 0.02% | 1454 | +23 | 1.35% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 1,720 | 131 | 0.01% | — | 1455 | +1,720 | New | Q1 2026 | May 08, 2026 |
| Financial Connections Group, Inc. | History | No change | 1,682 | 128 | 0.04% | 0.05% | 1456 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,650 | 126 | 0.03% | 0.03% | 1457 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Northwest Capital Management Inc | History | No change | 1,547 | 124 | 0.54% | 0.54% | 1458 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wellington Grp LLC | History | Reduced | 1,590 | 121 | 0.04% | 0.09% | 1459 | -1,605 | -50.23% | Q1 2026 | May 22, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,560 | 120 | 0.01% | 0.02% | 1460 | -1,001 | -39.09% | Q1 2026 | May 11, 2026 |
| Hurley Capital, LLC | History | Added to | 1,553 | 118 | 0.06% | 0.04% | 1461 | +736 | 90.09% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,535 | 117 | 0.0% | 0.0% | 1462 | +18 | 1.19% | Q1 2026 | Apr 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 1,459 | 111 | 0.02% | 0.02% | 1463 | +21 | 1.46% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,444 | 110 | 0.05% | 0.03% | 1465 | +704 | 95.14% | Q1 2026 | May 01, 2026 |
| NEPC LLC | History | No change | 1,438 | 110 | 0.0% | 0.0% | 1464 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,407 | 108 | 0.01% | 0.02% | 1466 | -1,406 | -49.98% | Q1 2026 | May 01, 2026 |
| NFSG Corp | History | Added to | 1,421 | 108 | 0.02% | 0.02% | 1467 | +1 | 0.07% | Q1 2026 | May 05, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,396 | 106 | 0.02% | 0.03% | 1468 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 1,331 | 101 | 0.03% | 0.01% | 1469 | +682 | 105.08% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | Added to | 1,304 | 99 | 0.0% | 0.0% | 1470 | +1,207 | 1244.33% | Q1 2026 | Apr 07, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 1,282 | 98 | 0.0% | — | 1471 | +1,282 | New | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Added to | 1,273 | 97 | 0.02% | 0.01% | 1472 | +236 | 22.76% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,213 | 97 | 0.03% | 0.03% | 1473 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 1,242 | 95 | 0.0% | 0.0% | 1474 | -1 | -0.08% | Q1 2026 | May 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,244 | 95 | 0.01% | 0.01% | 1475 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TFC Financial Management, Inc. | History | New | 1,230 | 94 | 0.01% | — | 1476 | +1,230 | New | Q1 2026 | Apr 23, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 1,192 | 91 | 0.05% | 0.04% | 1477 | +217 | 22.26% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,195 | 91 | 0.08% | 0.08% | 1478 | +3 | 0.25% | Q1 2026 | Apr 22, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 1,165 | 89 | 0.03% | 0.03% | 1480 | -96 | -7.61% | Q1 2026 | May 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,166 | 89 | 0.04% | 0.03% | 1479 | +1 | 0.09% | Q1 2026 | Apr 14, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,119 | 86 | 0.03% | 0.03% | 1481 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| New Millennium Group LLC | History | No change | 1,061 | 85 | 0.04% | 0.04% | 1482 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,091 | 83 | 0.01% | 0.0% | 1483 | +450 | 70.2% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,091 | 83 | 0.01% | 0.01% | 1484 | +98 | 9.87% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,000 | 83 | 0.03% | 0.03% | 1485 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,077 | 82 | 0.01% | 0.01% | 1486 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 1,053 | 80 | 0.01% | 0.0% | 1487 | +973 | 1216.25% | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,054 | 80 | 0.01% | 0.01% | 1488 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,006 | 77 | 0.02% | 0.02% | 1489 | +2 | 0.2% | Q1 2026 | May 06, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 1,003 | 76 | 0.58% | 0.96% | 1490 | -1,345 | -57.28% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 967 | 74 | 0.0% | 0.0% | 1491 | +677 | 233.45% | Q1 2026 | Apr 28, 2026 |
| Align Financial, LLC | History | Reduced | 948 | 72 | 0.04% | 0.04% | 1493 | -75,101 | -98.75% | Q1 2026 | May 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 943 | 72 | 0.01% | 0.01% | 1492 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Winch Advisory Services, LLC | History | Added to | 922 | 70 | 0.02% | 0.02% | 1495 | +2 | 0.22% | Q1 2026 | Apr 30, 2026 |
| Smithfield Trust Co | History | No change | 924 | 70 | 0.0% | 0.0% | 1494 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 913 | 69 | 0.01% | 0.02% | 1496 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CVA Family Office, LLC | History | No change | 879 | 67 | 0.01% | 0.01% | 1497 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 859 | 65 | 0.03% | 0.04% | 1499 | -243 | -22.05% | Q1 2026 | May 07, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 859 | 65 | 0.03% | 0.03% | 1498 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Torren Management, LLC | History | New | 822 | 62 | 0.03% | — | 1501 | +822 | New | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 820 | 62 | 0.0% | 0.0% | 1500 | +2 | 0.24% | Q1 2026 | May 07, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 808 | 61 | 0.01% | — | 1503 | +808 | New | Q1 2026 | Apr 08, 2026 |
| Global Wealth Strategies & Associates | History | No change | 799 | 61 | 0.01% | 0.02% | 1502 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Basepoint Wealth LLC | History | Added to | 787 | 60 | 0.03% | 0.04% | 1504 | +1 | 0.13% | Q1 2026 | May 07, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 766 | 58 | 0.0% | 0.0% | 1505 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 750 | 57 | 0.0% | 0.0% | 1506 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| United Community Bank | History | Reduced | 737 | 56 | 0.02% | 0.03% | 1508 | -248 | -25.18% | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 706 | 56 | 0.0% | 0.0% | 1507 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Hanson & Doremus Investment Management | History | New | 707 | 54 | 0.01% | — | 1510 | +707 | New | Q1 2026 | Apr 17, 2026 |
| GW&K Investment Management, LLC | History | No change | 708 | 54 | 0.0% | 0.0% | 1509 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 700 | 53 | 0.01% | 0.01% | 1511 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CURIO WEALTH, LLC | History | No change | 699 | 53 | 0.02% | 0.02% | 1512 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Miller Capital Partners, Inc. | History | No change | 671 | 51 | 0.02% | 0.03% | 1513 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | Reduced | 655 | 50 | 0.22% | 0.04% | 1514 | -1,045 | -61.47% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | New | 654 | 50 | 0.03% | — | 1515 | +654 | New | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 619 | 47 | 0.0% | 0.0% | 1516 | +500 | 420.17% | Q1 2026 | May 05, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 546 | 45 | 0.04% | 0.03% | 1518 | +162 | 42.19% | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 589 | 45 | 0.02% | 0.03% | 1517 | -156 | -20.94% | Q1 2026 | May 05, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | New | 586 | 44 | 0.02% | — | 1522 | +586 | New | Q1 2026 | May 15, 2026 |
| TrustBank | History | New | 582 | 44 | 0.02% | — | 1523 | +582 | New | Q1 2026 | May 04, 2026 |
| North Star Investment Management Corp. | History | Added to | 588 | 44 | 0.0% | 0.0% | 1520 | +2 | 0.34% | Q1 2026 | Apr 23, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 582 | 44 | 0.03% | 0.03% | 1519 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pacifica Partners Inc. | History | No change | 580 | 44 | 0.01% | 0.02% | 1521 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Trask Adam Roland | History | New | 550 | 42 | 0.04% | — | 1525 | +550 | New | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 559 | 42 | 0.03% | 0.03% | 1524 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Trust Co | History | New | 518 | 39 | 0.0% | — | 1528 | +518 | New | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 510 | 39 | 0.0% | 0.0% | 1527 | -2 | -0.39% | Q1 2026 | Apr 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 515 | 39 | 0.0% | 0.0% | 1526 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SWAN Capital LLC | History | Added to | 509 | 38 | 0.01% | 0.02% | 1529 | +1 | 0.2% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 487 | 37 | 0.0% | — | 1531 | +487 | New | Q1 2026 | May 18, 2026 |
| Heritage Wealth Advisors | History | No change | 484 | 37 | 0.0% | 0.0% | 1530 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 474 | 36 | 0.0% | 0.0% | 1532 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 463 | 35 | 0.02% | 0.02% | 1533 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valued Wealth Advisors LLC | History | No change | 433 | 33 | 0.01% | 0.01% | 1534 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 400 | 33 | 0.0% | 0.0% | 1535 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 429 | 32 | 0.01% | 0.01% | 1536 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 430 | 32 | 0.01% | 0.01% | 1537 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Advisors LLC | History | New | 418 | 31 | 0.02% | — | 1539 | +418 | New | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 408 | 31 | 0.02% | 0.02% | 1538 | -149 | -26.75% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 400 | 30 | 0.0% | — | 1540 | +400 | New | Q1 2026 | May 06, 2026 |
| Opal Wealth Advisors, LLC | History | New | 388 | 29 | 0.01% | — | 1542 | +388 | New | Q1 2026 | Apr 14, 2026 |
| FRANKLIN RESOURCES INC | History | New | 385 | 29 | 0.0% | — | 1541 | +385 | New | Q1 2026 | May 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 383 | 29 | 0.0% | — | 1543 | +383 | New | Q1 2026 | Apr 27, 2026 |
| CDKV HOLDINGS LLC | History | No change | 378 | 28 | 0.02% | 0.03% | 1544 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BFSG, LLC | History | Reduced | 355 | 27 | 0.0% | 0.0% | 1545 | -17 | -4.57% | Q1 2026 | Apr 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 364 | 27 | 0.01% | 0.01% | 1546 | +1 | 0.28% | Q1 2026 | Apr 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 363 | 27 | 0.01% | 0.01% | 1547 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 346 | 26 | 0.01% | 0.01% | 1548 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Register Financial Advisors LLC | History | Added to | 321 | 24 | 0.01% | — | 1549 | +309 | 2575.0% | Q1 2026 | Apr 15, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 307 | 23 | 0.05% | — | 1550 | +307 | New | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 300 | 22 | 0.02% | 0.01% | 1551 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bravera Wealth | History | No change | 276 | 21 | 0.01% | 0.01% | 1552 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 271 | 20 | 0.01% | 0.01% | 1553 | +1 | 0.37% | Q1 2026 | May 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 270 | 20 | 0.0% | 0.0% | 1554 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 256 | 19 | 0.0% | 0.0% | 1555 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 233 | 17 | 0.0% | 0.0% | 1556 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Community Financial Services Group, LLC | History | New | 220 | 16 | 0.0% | — | 1559 | +220 | New | Q1 2026 | Apr 08, 2026 |
| MCF Advisors LLC | History | Added to | 216 | 16 | 0.0% | 0.0% | 1557 | +57 | 35.85% | Q1 2026 | May 11, 2026 |
| Pacific Center for Financial Services | History | No change | 212 | 16 | 0.0% | 0.0% | 1558 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIMA Wealth Partners, LLC | History | New | 204 | 15 | 0.01% | — | 1563 | +204 | New | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 200 | 15 | 0.0% | 0.0% | 1561 | +83 | 70.94% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | No change | 207 | 15 | 0.0% | 0.0% | 1560 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 200 | 15 | 0.01% | 0.01% | 1562 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 183 | 14 | 0.0% | 0.01% | 1564 | -442 | -70.72% | Q1 2026 | Apr 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 175 | 14 | 0.02% | 0.0% | 1565 | +156 | 821.05% | Q1 2026 | Apr 29, 2026 |
| IFG Advisory, LLC | History | Reduced | 171 | 13 | 0.04% | 1.04% | 1567 | -298,553 | -99.94% | Q1 2026 | May 12, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 180 | 13 | 0.0% | 0.0% | 1568 | +1 | 0.56% | Q1 2026 | Apr 24, 2026 |
| Oakworth Capital, Inc. | History | No change | 172 | 13 | 0.0% | 0.0% | 1566 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 173 | 12 | 0.0% | — | 1572 | +173 | New | Q1 2026 | May 12, 2026 |
| SYM FINANCIAL Corp | History | New | 167 | 12 | 0.0% | — | 1571 | +167 | New | Q1 2026 | May 08, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 158 | 12 | 0.0% | 0.0% | 1570 | -9 | -5.39% | Q1 2026 | May 01, 2026 |
| EPG Wealth Management LLC | History | Added to | 161 | 12 | 0.0% | 0.0% | 1569 | +7 | 4.55% | Q1 2026 | May 07, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 145 | 11 | 0.0% | 9.93% | 1573 | -797,565 | -99.98% | Q1 2026 | Apr 22, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 151 | 11 | 0.0% | 0.0% | 1574 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 146 | 11 | 0.0% | 0.0% | 1575 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 152 | 11 | 0.01% | 0.01% | 1576 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 133 | 10 | 0.02% | — | 1579 | +133 | New | Q1 2026 | May 04, 2026 |
| RHL GROUP, LLC | History | Reduced | 132 | 10 | 0.01% | 0.01% | 1577 | -64 | -32.65% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 132 | 10 | 0.01% | 0.01% | 1578 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | New | 130 | 9 | 0.0% | — | 1583 | +130 | New | Q1 2026 | May 14, 2026 |
| YANKCOM Partnership | History | Reduced | 127 | 9 | 0.0% | 0.01% | 1582 | -44 | -25.73% | Q1 2026 | Apr 20, 2026 |
| Providence Capital Advisors, LLC | History | No change | 125 | 9 | 0.0% | 0.0% | 1580 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Missouri Trust & Investment Co | History | No change | 125 | 9 | 0.0% | 0.0% | 1581 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 117 | 8 | 0.0% | — | 1584 | +108 | 1200.0% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 97 | 7 | 0.0% | 0.0% | 1586 | +49 | 102.08% | Q1 2026 | Apr 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 104 | 7 | 0.0% | 0.0% | 1585 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Roxbury Financial LLC | History | No change | 97 | 7 | 0.01% | 0.01% | 1587 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | Added to | 75 | 6 | 0.0% | 0.0% | 1588 | +1 | 1.35% | Q1 2026 | Apr 27, 2026 |
| Clayton Financial Group LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 1589 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wells Financial Advisors INC | History | Reduced | 73 | 5 | 0.02% | 0.03% | 1591 | -127 | -63.5% | Q1 2026 | May 07, 2026 |
| Truvestments Capital LLC | History | Added to | 75 | 5 | 0.0% | — | 1590 | +72 | 2400.0% | Q1 2026 | May 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 76 | 5 | 0.0% | 0.0% | 1592 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 62 | 4 | 0.0% | 0.01% | 1594 | -184 | -74.8% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | No change | 53 | 4 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Main Street Group, LTD | History | New | 49 | 3 | 0.0% | — | 1601 | +49 | New | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 43 | 3 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 1596 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 1597 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Avion Wealth | History | No change | 46 | 3 | 0.0% | 0.0% | 1598 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 48 | 3 | 0.0% | 0.0% | 1599 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 1600 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 29 | 2 | 0.0% | 0.0% | 1602 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 31 | 2 | 0.0% | 0.0% | 1603 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Operose Advisors LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 1604 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Topsail Wealth Management, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 1605 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 27 | 2 | 0.0% | 0.0% | 1606 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | New | 22 | 1 | 0.0% | — | 1615 | +22 | New | Q1 2026 | Apr 30, 2026 |
| Fairway Wealth LLC | History | Added to | 20 | 1 | 0.0% | — | 1613 | +19 | 1900.0% | Q1 2026 | Apr 23, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 14 | 1 | 0.0% | — | 1607 | +4 | 40.0% | Q1 2026 | Apr 10, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 23 | 1 | 0.0% | 0.0% | 1611 | +3 | 15.0% | Q1 2026 | Apr 27, 2026 |
| Davis Capital Management | History | No change | 21 | 1 | 0.0% | 0.0% | 1608 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MTM Investment Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1609 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stephens Consulting, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 1610 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WealthCollab, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 1612 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 1614 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mizuho Bank, Ltd. | History | Closed out | 0 | 0 | — | 30.26% | — | -3,170,000 | -100.0% | Q1 2026 | May 14, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Closed out | 0 | 0 | — | 5.02% | — | -2,102,500 | -100.0% | Q1 2026 | May 14, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 3.74% | — | -519,146 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -263,151 | -100.0% | Q1 2026 | May 01, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 1.79% | — | -231,181 | -100.0% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -221,234 | -100.0% | Q1 2026 | May 05, 2026 |
| Fosun International Ltd | History | Closed out | 0 | 0 | — | 3.17% | — | -169,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -121,614 | -100.0% | Q1 2026 | May 14, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 5.97% | — | -69,026 | -100.0% | Q1 2026 | May 01, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -50,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | 1.23% | — | -42,095 | -100.0% | Q1 2026 | May 11, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 1.38% | — | -35,549 | -100.0% | Q1 2026 | May 04, 2026 |
| Momentum Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 1.51% | — | -24,064 | -100.0% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,890 | -100.0% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -17,604 | -100.0% | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,244 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 1.07% | — | -17,140 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -16,829 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -16,514 | -100.0% | Q1 2026 | May 15, 2026 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.68% | — | -14,711 | -100.0% | Q1 2026 | Apr 13, 2026 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -12,247 | -100.0% | Q1 2026 | Apr 16, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -11,779 | -100.0% | Q1 2026 | May 12, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -11,405 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,231 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Cutler Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -9,995 | -100.0% | Q1 2026 | May 15, 2026 |
| Defender Capital, LLC. | History | Closed out | 0 | 0 | — | 0.24% | — | -9,200 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,131 | -100.0% | Q1 2026 | May 07, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,782 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,958 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,447 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Euro Pacific Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,331 | -100.0% | Q1 2026 | May 06, 2026 |
| Strong Tower Advisory Services | History | Closed out | 0 | 0 | — | 0.06% | — | -4,272 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Apriem Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -4,041 | -100.0% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,972 | -100.0% | Q1 2026 | May 14, 2026 |
| Briaud Financial Planning Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -3,905 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Integrity Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,762 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,662 | -100.0% | Q1 2026 | May 14, 2026 |
| Elser Financial Planning, Inc | History | Closed out | 0 | 0 | — | 0.21% | — | -3,646 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,561 | -100.0% | Q1 2026 | May 15, 2026 |
| Sunburst Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,283 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Second Line Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,882 | -100.0% | Q1 2026 | May 14, 2026 |
| Center For Asset Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,878 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MRWM Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,877 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SageGuard Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,868 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,834 | -100.0% | Q1 2026 | May 05, 2026 |
| Measured Risk Portfolios, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -2,787 | -100.0% | Q1 2026 | May 15, 2026 |
| WELCH & FORBES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,786 | -100.0% | Q1 2026 | May 01, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -2,768 | -100.0% | Q1 2026 | May 12, 2026 |
| Markin Asset Management, LP | History | Closed out | 0 | 0 | — | 0.24% | — | -2,685 | -100.0% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,659 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,636 | -100.0% | Q1 2026 | May 05, 2026 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,623 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kapstone Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,610 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MFA Wealth Services | History | Closed out | 0 | 0 | — | 0.14% | — | -2,599 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Florida Trust Wealth Management Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,581 | -100.0% | Q1 2026 | May 14, 2026 |
| Members Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,580 | -100.0% | Q1 2026 | May 04, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,534 | -100.0% | Q1 2026 | May 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,528 | -100.0% | Q1 2026 | May 12, 2026 |
| Sightline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,504 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Note Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,504 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,485 | -100.0% | Q1 2026 | May 08, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,930 | -100.0% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,755 | -100.0% | Q1 2026 | May 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,611 | -100.0% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,410 | -100.0% | Q1 2026 | May 01, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,097 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -897 | -100.0% | Q1 2026 | May 11, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -755 | -100.0% | Q1 2026 | May 19, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -536 | -100.0% | Q1 2026 | May 14, 2026 |
| WEBSTER BANK, N. A. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 1 | 0 | — | 0.01% | — | -498 | -99.8% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -453 | -100.0% | Q1 2026 | May 04, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -440 | -100.0% | Q1 2026 | Apr 07, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q1 2026 | May 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.02% | — | -292 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -256 | -100.0% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -223 | -100.0% | Q1 2026 | May 04, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -180 | -100.0% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q1 2026 | May 14, 2026 |
| Pillar Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -147 | -100.0% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -138 | -100.0% | Q1 2026 | May 08, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | May 14, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -104 | -100.0% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 04, 2026 |
| Birchwood Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 11, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 06, 2026 |
| DB Fitzpatrick & Co, Inc | History | Reduced | 12 | 0 | — | 0.0% | — | -9 | -42.86% | Q1 2026 | Apr 27, 2026 |
| MASECO LLP | History | Reduced | 2 | 0 | — | — | — | -6 | -75.0% | Q1 2026 | Apr 21, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Blume Capital Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 01, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| HOWE & RUSLING INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Solstein Capital, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dogwood Wealth Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Longview Financial Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |