SPDR SERIES TRUST - SPYV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 81,414,415 | 4,606,427 | 9.35% | 8.81% | 1 | -394,776 | -0.48% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 51,495,991 | 2,913,643 | 0.77% | 0.78% | 2 | +1,389,384 | 2.77% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 22,832,655 | 1,291,871 | 0.15% | 0.16% | 3 | +316,317 | 1.4% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 19,767,082 | 1,118,421 | 4.53% | 4.58% | 4 | +71,787 | 0.36% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 9,374,470 | 530,407 | 0.03% | 0.07% | 5 | -10,373,342 | -52.53% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,996,058 | 508,996 | 6.05% | 6.12% | 6 | +255,913 | 2.93% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,303,187 | 414,325 | 0.1% | 0.11% | 7 | -998,637 | -12.03% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,235,309 | 409,373 | 0.03% | 0.03% | 8 | -431,004 | -5.62% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,904,567 | 384,170 | 0.02% | 0.02% | 9 | +108,103 | 1.59% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,407,751 | 362,550 | 0.11% | 0.11% | 10 | +402,863 | 6.71% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 6,155,621 | 348,285 | 0.05% | 0.06% | 11 | -338,773 | -5.22% | Q1 2026 | May 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 6,067,330 | 343,289 | 19.99% | 20.3% | 12 | +268,484 | 4.63% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | Added to | 5,332,176 | 301,694 | 3.38% | 2.79% | 13 | +1,461,146 | 37.75% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,945,272 | 279,805 | 7.65% | 8.73% | 14 | -696,576 | -12.35% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,898,740 | 278,297 | 1.79% | 2.01% | 15 | -266,560 | -5.16% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,802,123 | 271,704 | 0.07% | 0.07% | 16 | +664,404 | 16.06% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Added to | 4,586,305 | 259,493 | 4.18% | 4.23% | 17 | +169,114 | 3.83% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 4,327,273 | 244,837 | 2.07% | 2.04% | 18 | -136,187 | -3.05% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,298,247 | 243,194 | 0.04% | 0.06% | 19 | -1,706,209 | -28.42% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 4,294,646 | 242,991 | 10.18% | 9.03% | 20 | +640,278 | 17.52% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 4,205,952 | 237,972 | 0.25% | 0.25% | 21 | +230,152 | 5.79% | Q1 2026 | May 13, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 4,204 | 237,862 | 2.67% | 4.0% | 22 | -3,074 | -42.24% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 4,161,823 | 235,475 | 0.62% | 0.63% | 23 | +76,764 | 1.88% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 3,971,984 | 224,734 | 1.96% | 2.02% | 24 | +351,541 | 9.71% | Q1 2026 | May 14, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 3,840,648 | 217,303 | 5.72% | 5.39% | 25 | +272,930 | 7.65% | Q1 2026 | Apr 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,714,629 | 210,173 | 0.81% | — | 26 | +3,714,629 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 3,601,934 | 203,797 | 0.29% | 0.3% | 27 | +32,415 | 0.91% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 3,586,411 | 202,919 | 1.1% | 1.14% | 28 | +87,233 | 2.49% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,080,319 | 174,284 | 0.18% | 0.16% | 29 | +539,803 | 21.25% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,819,788 | 159,938 | 0.33% | 0.36% | 30 | -1,817,302 | -39.19% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | Added to | 2,780,187 | 157,303 | 1.69% | 0.07% | 31 | +2,726,808 | 5108.39% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,764,634 | 156,422 | 0.73% | 0.76% | 32 | -67,158 | -2.37% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,618,389 | 154,877 | 2.76% | 4.77% | 33 | +857,802 | 48.72% | Q1 2026 | May 01, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 2,722,619 | 154,045 | 14.73% | 12.42% | 34 | +433,122 | 18.92% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,721,924 | 154,011 | 0.23% | 0.26% | 35 | -409,556 | -13.08% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,662,837 | 150,663 | 0.14% | 0.1% | 36 | +616,193 | 30.11% | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 2,552,495 | 144,499 | 4.6% | 4.78% | 37 | +142,130 | 5.9% | Q1 2026 | May 06, 2026 |
| Lutz Financial Services LLC | History | Added to | 2,434,676 | 137,753 | 9.26% | 9.23% | 38 | +46,773 | 1.96% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 2,247,354 | 127,155 | 0.24% | 0.25% | 39 | -83,647 | -3.59% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,198,037 | 124,364 | 6.77% | 6.49% | 40 | +125,407 | 6.05% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,157,934 | 122,095 | 0.08% | 0.08% | 41 | +59,796 | 2.85% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,154,706 | 121,913 | 0.02% | 0.02% | 42 | +45,685 | 2.17% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 2,094,975 | 118,532 | 0.14% | 0.14% | 43 | -13,752 | -0.65% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,981,597 | 112,119 | 1.11% | 0.96% | 44 | +457,342 | 30.0% | Q1 2026 | May 12, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 1,953,318 | 110,518 | 8.15% | 9.67% | 45 | -366,355 | -15.79% | Q1 2026 | Apr 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,942,042 | 109,880 | 1.84% | 1.57% | 46 | +280,354 | 16.87% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 1,904,362 | 107,748 | 3.67% | 3.73% | 47 | -63,751 | -3.24% | Q1 2026 | May 07, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 1,885,561 | 106,768 | 3.94% | 6.44% | 48 | +1,178,631 | 166.73% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 1,837,787 | 103,981 | 8.44% | 7.66% | 49 | +71,473 | 4.05% | Q1 2026 | Apr 10, 2026 |
| Bell Bank | History | Added to | 1,753,318 | 99,202 | 4.21% | 3.84% | 50 | +172,282 | 10.9% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,684,483 | 95,308 | 0.13% | 0.13% | 51 | +33,572 | 2.03% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,646,902 | 93,181 | 2.17% | 2.02% | 52 | +185,108 | 12.66% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | Reduced | 1,627,559 | 92,461 | 9.15% | 9.43% | 53 | -124,502 | -7.11% | Q1 2026 | Apr 08, 2026 |
| Convergence Financial, LLC | History | Added to | 1,601,814 | 90,923 | 9.64% | 5.87% | 54 | +894,199 | 126.37% | Q1 2026 | May 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 1,529,979 | 86,566 | 3.96% | 3.78% | 55 | +3,491 | 0.23% | Q1 2026 | May 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 1,450,889 | 84,383 | 4.76% | 4.62% | 56 | +70,613 | 5.12% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,482,888 | 83,901 | 0.67% | 0.82% | 57 | +262,295 | 21.49% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,477,537 | 82,138 | 0.04% | 0.03% | 58 | +516,509 | 53.75% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 1,301,850 | 73,658 | 3.24% | 3.39% | 59 | +35,746 | 2.82% | Q1 2026 | Apr 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,299,997 | 73,553 | 0.52% | 0.55% | 60 | +38,971 | 3.09% | Q1 2026 | Apr 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,208,677 | 70,308 | 4.74% | 4.74% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,203,318 | 68,083 | 0.19% | 0.14% | 62 | +166,943 | 16.11% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,195,478 | 67,640 | 2.3% | 2.15% | 63 | +110,919 | 10.23% | Q1 2026 | Apr 07, 2026 |
| Klingman & Associates, LLC | History | Reduced | 1,173,507 | 66,397 | 3.18% | 3.28% | 64 | -21,660 | -1.81% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Added to | 1,145,536 | 64,814 | 1.4% | 0.69% | 65 | +457,007 | 66.37% | Q1 2026 | May 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,101,717 | 62,335 | 0.93% | 0.93% | 66 | -18,058 | -1.61% | Q1 2026 | May 05, 2026 |
| Compton Financial Group, LLC | History | Reduced | 1,086,214 | 61,457 | 13.58% | 18.46% | 67 | -348,533 | -24.29% | Q1 2026 | Apr 28, 2026 |
| 71 West Capital Partners | History | Added to | 1,079,182 | 61,060 | 2.69% | 2.74% | 68 | +30,756 | 2.93% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 1,048,809 | 59,341 | 0.0% | 0.0% | 69 | +15,781 | 1.53% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,033,446 | 57,293 | 0.08% | 0.08% | 70 | +10,753 | 1.05% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 988,476 | 55,927 | 4.18% | 6.4% | 71 | -534,535 | -35.1% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 965,471 | 54,626 | 0.7% | 0.34% | 72 | +562,028 | 139.31% | Q1 2026 | May 15, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 963,988 | 54,542 | 12.72% | 12.9% | 73 | +21,296 | 2.26% | Q1 2026 | Apr 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 881,334 | 49,865 | 0.86% | 0.86% | 74 | +39,422 | 4.68% | Q1 2026 | May 07, 2026 |
| CGN Advisors LLC | History | Reduced | 879,172 | 49,743 | 3.93% | 3.98% | 75 | -5,301 | -0.6% | Q1 2026 | Apr 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 868,602 | 49,145 | 6.33% | 6.42% | 76 | +58,035 | 7.16% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 845,713 | 47,850 | 0.36% | 0.37% | 77 | +42,071 | 5.24% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 841,900 | 47,634 | 3.8% | 3.82% | 78 | -10,299 | -1.21% | Q1 2026 | May 15, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 820,882 | 46,445 | 21.07% | 21.05% | 79 | -7,663 | -0.92% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 812,663 | 45,980 | 0.12% | 0.14% | 80 | -92,115 | -10.18% | Q1 2026 | Apr 30, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 811,411 | 45,814 | 16.4% | 16.02% | 81 | +20,847 | 2.64% | Q1 2026 | Apr 23, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 790,404 | 44,721 | 0.69% | 0.51% | 82 | +186,565 | 30.9% | Q1 2026 | Apr 01, 2026 |
| COURIER CAPITAL LLC | History | Added to | 784,446 | 44,383 | 2.48% | 2.31% | 83 | +59,146 | 8.15% | Q1 2026 | Apr 23, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 781,325 | 44,207 | 4.45% | 4.44% | 84 | -1,874 | -0.24% | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Added to | 779,970 | 44,131 | 6.69% | 5.67% | 85 | +111,832 | 16.74% | Q1 2026 | Apr 27, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 750,134 | 42,442 | 5.61% | 5.42% | 86 | +14,628 | 1.99% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 743,606 | 42,073 | 3.26% | 3.14% | 87 | +47,955 | 6.89% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 738,755 | 41,798 | 1.19% | 1.22% | 88 | +49,038 | 7.11% | Q1 2026 | Apr 09, 2026 |
| Accredited Investors Inc. | History | Reduced | 723,052 | 40,910 | 2.2% | 2.21% | 89 | -9,903 | -1.35% | Q1 2026 | Apr 30, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 712,981 | 40,340 | 3.83% | 3.65% | 90 | +19,446 | 2.8% | Q1 2026 | May 11, 2026 |
| Constellation Investments, Inc. | History | No change | 712,000 | 40,284 | 1.34% | 1.25% | 91 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VICUS CAPITAL | History | Reduced | 711,625 | 40,263 | 2.96% | 3.12% | 92 | -20,000 | -2.73% | Q1 2026 | Apr 22, 2026 |
| ERn Financial, LLC | History | Added to | 698,504 | 39,521 | 7.43% | 7.22% | 93 | +22,241 | 3.29% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 695,802 | 39,368 | 0.03% | 0.03% | 94 | +3,987 | 0.58% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 677,459 | 38,330 | 1.42% | 1.49% | 95 | -16,867 | -2.43% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 669,773 | 37,895 | 0.07% | 0.07% | 96 | -18,864 | -2.74% | Q1 2026 | May 01, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 641,702 | 36,307 | 11.79% | 11.29% | 97 | +46,912 | 7.89% | Q1 2026 | May 04, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 639,848 | 36,202 | 16.54% | 16.58% | 98 | +23,483 | 3.81% | Q1 2026 | Apr 20, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 639,789 | 36,199 | 5.79% | 5.81% | 99 | -6,276 | -0.97% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 621,528 | 35,165 | 0.64% | 0.62% | 100 | +52,766 | 9.28% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 620,103 | 35,085 | 3.62% | 3.48% | 101 | +32,912 | 5.6% | Q1 2026 | May 11, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 595,915 | 33,716 | 7.44% | 7.19% | 102 | +26,229 | 4.6% | Q1 2026 | Apr 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 591,221 | 33,451 | 0.78% | 0.82% | 103 | +3,673 | 0.63% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 588,967 | 33,323 | 1.4% | — | 104 | +588,967 | New | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 572,501 | 32,392 | 0.0% | 0.0% | 105 | -300 | -0.05% | Q1 2026 | May 14, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 567,807 | 32,126 | 6.08% | 6.13% | 106 | -894 | -0.16% | Q1 2026 | Apr 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 563,131 | 31,861 | 0.79% | 0.78% | 107 | +42,648 | 8.19% | Q1 2026 | Apr 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 560,176 | 31,694 | 2.66% | 2.58% | 108 | +18,519 | 3.42% | Q1 2026 | Apr 20, 2026 |
| Roberts Financial Services LLC | History | Added to | 549,622 | 31,097 | 9.89% | 8.85% | 109 | +53,151 | 10.71% | Q1 2026 | Apr 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 544,900 | 30,830 | 0.85% | 0.86% | 110 | +4,893 | 0.91% | Q1 2026 | May 04, 2026 |
| Navigation Group, LLC | History | New | 544,619 | 30,814 | 7.21% | — | 111 | +544,619 | New | Q1 2026 | May 05, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 542,723 | 30,707 | 12.05% | 12.0% | 112 | +8,289 | 1.55% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 537,822 | 30,430 | 1.97% | 2.07% | 113 | -19,787 | -3.55% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 534,263 | 30,229 | 0.07% | 0.07% | 114 | +7,388 | 1.4% | Q1 2026 | Apr 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 525,791 | 29,749 | 0.04% | 0.04% | 115 | -99,853 | -15.96% | Q1 2026 | May 13, 2026 |
| SkyOak Wealth, LLC | History | Added to | 519,061 | 29,368 | 5.38% | 5.08% | 116 | +22,074 | 4.44% | Q1 2026 | Apr 30, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 508,306 | 28,759 | 3.22% | 3.24% | 117 | -2,455 | -0.48% | Q1 2026 | May 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 503,899 | 28,510 | 0.96% | 0.87% | 118 | +69,089 | 15.89% | Q1 2026 | Apr 17, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 498,945 | 28,230 | 2.87% | 2.88% | 119 | -1,232 | -0.25% | Q1 2026 | May 04, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 493,776 | 27,937 | 14.72% | 12.51% | 120 | +4,475 | 0.91% | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Added to | 486,050 | 27,500 | 1.42% | 1.34% | 121 | +15,837 | 3.37% | Q1 2026 | May 15, 2026 |
| Harbor Group, Inc. | History | Reduced | 485,270 | 27,456 | 3.97% | 4.17% | 122 | -5,456 | -1.11% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 479,814 | 27,147 | 0.99% | 1.16% | 123 | +37,214 | 8.41% | Q1 2026 | May 19, 2026 |
| Marathon Mission, Inc. | History | Reduced | 462,531 | 26,170 | 15.23% | 15.21% | 124 | -482 | -0.1% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 461,884 | 26,133 | 0.53% | 0.6% | 125 | -58,553 | -11.25% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 461,055 | 26,086 | 0.04% | 0.04% | 126 | +38,947 | 9.23% | Q1 2026 | May 15, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 460,215 | 26,038 | 2.85% | 6.24% | 127 | -190,247 | -29.25% | Q1 2026 | May 07, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 458,387 | 25,935 | 4.2% | 4.3% | 128 | -7,325 | -1.57% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 456,477 | 25,827 | 0.03% | 0.03% | 129 | +19,226 | 4.4% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 454,428 | 25,711 | 0.35% | 0.29% | 130 | +95,645 | 26.66% | Q1 2026 | May 12, 2026 |
| MBE Wealth Management, LLC | History | Added to | 450,337 | 25,480 | 10.58% | 10.56% | 131 | +6,485 | 1.46% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 444,837 | 25,168 | 0.04% | 0.04% | 132 | +479 | 0.11% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 439,225 | 24,882 | 0.43% | 0.47% | 133 | -13,965 | -3.08% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | Added to | 434,660 | 24,593 | 3.23% | 2.66% | 134 | +245,756 | 130.1% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 431,762 | 24,429 | 0.99% | 0.98% | 135 | -55,227 | -11.34% | Q1 2026 | Apr 27, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 427,309 | 24,177 | 2.56% | 2.71% | 136 | -3,214 | -0.75% | Q1 2026 | Apr 20, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 422,684 | 23,915 | 11.81% | 11.49% | 137 | +15,234 | 3.74% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 421,795 | 23,865 | 0.26% | 0.29% | 138 | -27,439 | -6.11% | Q1 2026 | Apr 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 418,811 | 23,696 | 1.82% | 1.77% | 139 | +8,508 | 2.07% | Q1 2026 | Apr 08, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 416,949 | 23,590 | 3.73% | 3.64% | 140 | +8,505 | 2.08% | Q1 2026 | Apr 29, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 415,019 | 23,481 | 7.26% | 7.15% | 141 | +31,483 | 8.21% | Q1 2026 | May 13, 2026 |
| Stonebrook Private Inc. | History | Reduced | 414,969 | 23,478 | 5.0% | 5.09% | 142 | -12,878 | -3.01% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 414,214 | 23,436 | 6.4% | 6.45% | 143 | -14,821 | -3.45% | Q1 2026 | May 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 411,446 | 23,279 | 4.77% | 4.76% | 144 | -5,689 | -1.36% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 118,261 | 22,947 | 1.06% | 0.12% | 145 | -448,824 | -79.15% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 402,648 | 22,874 | 0.41% | 0.41% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 401,624 | 22,723 | 9.93% | 9.6% | 147 | -34,956 | -8.01% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 394,338 | 22,311 | 0.04% | 0.05% | 148 | +96,838 | 32.55% | Q1 2026 | May 01, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 388,813 | 21,999 | 10.84% | 12.99% | 149 | -53,211 | -12.04% | Q1 2026 | Apr 17, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 388,408 | 21,976 | 11.49% | 10.84% | 150 | +28,731 | 7.99% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 383,900 | 21,721 | 0.27% | 0.22% | 151 | +77,122 | 25.14% | Q1 2026 | Apr 20, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 381,304 | 21,719 | 3.37% | 3.37% | 152 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 381,896 | 21,488 | 0.03% | — | 153 | +381,896 | New | Q1 2026 | May 12, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 377,859 | 21,379 | 6.95% | 7.17% | 154 | -106 | -0.03% | Q1 2026 | May 08, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 377,563 | 21,362 | 0.55% | 0.58% | 155 | -20,125 | -5.06% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 372,357 | 21,067 | 0.24% | 0.23% | 156 | +20,341 | 5.78% | Q1 2026 | Apr 28, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 368,536 | 20,851 | 11.11% | 10.82% | 157 | -1,691 | -0.46% | Q1 2026 | May 11, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 367,900 | 20,815 | 8.99% | 8.81% | 158 | +9,932 | 2.77% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 366,709 | 20,748 | 0.81% | 0.84% | 159 | +233,474 | 175.23% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Added to | 345,476 | 19,547 | 4.93% | 4.72% | 160 | +7,219 | 2.13% | Q1 2026 | Apr 29, 2026 |
| NOVEM GROUP | History | Added to | 339,246 | 19,194 | 2.2% | 1.76% | 161 | +69,974 | 25.99% | Q1 2026 | Apr 10, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 338,317 | 19,141 | 5.05% | 4.79% | 162 | +15,851 | 4.92% | Q1 2026 | Apr 20, 2026 |
| Freestate Advisors LLC | History | Reduced | 335,122 | 18,961 | 15.16% | 15.77% | 163 | -6,381 | -1.87% | Q1 2026 | Apr 09, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 334,493 | 18,925 | 5.33% | 5.38% | 164 | -8,901 | -2.59% | Q1 2026 | Apr 10, 2026 |
| CBM Financial, LLC | History | Added to | 318,737 | 18,878 | 11.78% | 11.84% | 165 | +24,258 | 8.24% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 330,844 | 18,719 | 0.02% | — | 166 | +330,844 | New | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 330,069 | 18,675 | 0.27% | 0.31% | 167 | -7,068 | -2.1% | Q1 2026 | Apr 10, 2026 |
| Ascent Group, LLC | History | Reduced | 329,480 | 18,641 | 0.65% | 0.65% | 168 | -4,209 | -1.26% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 328,746 | 18,600 | 1.43% | 1.43% | 169 | +21,175 | 6.88% | Q1 2026 | Apr 22, 2026 |
| POTENTIA WEALTH | History | Reduced | 325,936 | 18,441 | 7.12% | 9.48% | 170 | -129,225 | -28.39% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 324,073 | 18,336 | 1.23% | — | 171 | +324,073 | New | Q1 2026 | Apr 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 323,902 | 18,326 | 0.14% | 0.13% | 172 | +51,013 | 18.69% | Q1 2026 | Apr 07, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 322,865 | 18,267 | 4.74% | 4.8% | 173 | -20,731 | -6.03% | Q1 2026 | Apr 22, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 320,005 | 18,105 | 0.56% | 0.6% | 174 | -3,998 | -1.23% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 319,639 | 18,085 | 0.1% | 0.1% | 175 | -10,614 | -3.21% | Q1 2026 | May 05, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 319,526 | 18,078 | 7.99% | 9.14% | 176 | -33,873 | -9.58% | Q1 2026 | Apr 15, 2026 |
| McAdam, LLC | History | Reduced | 312,288 | 17,669 | 0.8% | 0.85% | 177 | -13,447 | -4.13% | Q1 2026 | May 08, 2026 |
| Northern Capital Management, Inc. | History | Added to | 310,886 | 17,589 | 8.82% | 2.52% | 178 | +226,768 | 269.58% | Q1 2026 | May 13, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 309,686 | 17,522 | 3.44% | 3.71% | 179 | -25,071 | -7.49% | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | Reduced | 307,056 | 17,373 | 0.53% | 0.55% | 180 | -20,235 | -6.18% | Q1 2026 | Apr 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 305,401 | 17,279 | 1.18% | 1.03% | 181 | +13,104 | 4.48% | Q1 2026 | May 21, 2026 |
| ASSETMARK, INC | History | Reduced | 303,562 | 17,175 | 0.04% | 0.04% | 182 | -44,732 | -12.84% | Q1 2026 | May 06, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 303,396 | 17,166 | 2.14% | 2.15% | 183 | +2,284 | 0.76% | Q1 2026 | May 14, 2026 |
| Collier Financial | History | Reduced | 303,077 | 17,148 | 13.08% | 13.09% | 184 | -3,709 | -1.21% | Q1 2026 | May 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 300,108 | 16,980 | 2.11% | 3.42% | 185 | -191,510 | -38.96% | Q1 2026 | Apr 08, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 298,686 | 16,899 | 1.75% | 1.76% | 186 | +1,449 | 0.49% | Q1 2026 | May 06, 2026 |
| Tempo Wealth, LLC | History | Added to | 293,156 | 16,586 | 2.89% | 2.82% | 187 | +14,605 | 5.24% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 288,823 | 16,341 | 0.03% | 0.03% | 188 | +10,758 | 3.87% | Q1 2026 | May 14, 2026 |
| Probity Advisors, Inc. | History | Added to | 280,353 | 15,862 | 2.51% | 2.53% | 189 | +2,274 | 0.82% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Reduced | 279,843 | 15,833 | 0.18% | 0.19% | 190 | -8,671 | -3.01% | Q1 2026 | Apr 16, 2026 |
| rebel Financial LLC | History | Added to | 279,279 | 15,801 | 6.85% | 6.68% | 191 | +3,861 | 1.4% | Q1 2026 | Apr 24, 2026 |
| Francis Financial, Inc. | History | Added to | 277,032 | 15,674 | 2.91% | 0.56% | 192 | +226,817 | 451.69% | Q1 2026 | May 07, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 277,581 | 15,551 | 2.06% | 2.05% | 193 | +11,152 | 4.19% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 274,086 | 15,507 | 0.06% | 0.06% | 194 | +16,584 | 6.44% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 273,956 | 15,500 | 0.02% | 0.02% | 195 | +6,755 | 2.53% | Q1 2026 | May 14, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 272,460 | 15,415 | 5.74% | 5.35% | 196 | +4,730 | 1.77% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 258,402 | 14,679 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 258,012 | 14,598 | 3.96% | 3.81% | 198 | -13,829 | -5.09% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 255,324 | 14,446 | 0.51% | 0.51% | 199 | +1,934 | 0.76% | Q1 2026 | May 06, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 254,932 | 14,424 | 1.9% | 1.88% | 200 | -8,900 | -3.37% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 253,805 | 14,360 | 0.18% | 0.18% | 201 | +88 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 251,354 | 14,221 | 3.91% | 4.06% | 202 | +2,840 | 1.14% | Q1 2026 | May 05, 2026 |
| Hills Bank & Trust Co | History | Reduced | 248,701 | 14,071 | 0.68% | 1.98% | 203 | -352,085 | -58.6% | Q1 2026 | May 01, 2026 |
| Legacy Financial Group LLC | History | Added to | 247,465 | 14,001 | 1.76% | 1.81% | 204 | +269 | 0.11% | Q1 2026 | May 04, 2026 |
| Cynosure Group, LLC | History | Reduced | 246,155 | 13,927 | 1.74% | 2.14% | 205 | -124,520 | -33.59% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 243,536 | 13,779 | 0.01% | 0.01% | 206 | +45,242 | 22.82% | Q1 2026 | Apr 30, 2026 |
| Portside Wealth Group, LLC | History | Added to | 242,776 | 13,736 | 1.86% | 1.7% | 207 | +20,855 | 9.4% | Q1 2026 | May 12, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 231,049 | 13,410 | 12.44% | 12.44% | 208 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 223,865 | 13,194 | 5.56% | 5.86% | 209 | +1,330 | 0.6% | Q1 2026 | May 08, 2026 |
| Optimist Retirement Group LLC | History | Added to | 232,034 | 13,128 | 5.79% | 6.02% | 210 | +909 | 0.39% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 231,083 | 13,074 | 0.01% | 0.0% | 211 | +67,345 | 41.13% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 229,345 | 12,976 | 0.53% | 0.53% | 212 | +2,686 | 1.19% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 229,218 | 12,969 | 0.02% | 0.01% | 213 | +154,002 | 204.75% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 228,353 | 12,920 | 0.06% | 0.05% | 214 | +58,769 | 34.65% | Q1 2026 | May 04, 2026 |
| Financial Council, LLC | History | Reduced | 224,052 | 12,676 | 4.89% | 5.13% | 215 | -2,174 | -0.96% | Q1 2026 | Apr 21, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 223,606 | 12,653 | 4.14% | 4.59% | 216 | -4,601 | -2.02% | Q1 2026 | May 14, 2026 |
| Hofer & Associates. Inc | History | Added to | 222,247 | 12,574 | 6.76% | 6.54% | 217 | +4,911 | 2.26% | Q1 2026 | Apr 21, 2026 |
| Diligent Investors, LLC | History | Reduced | 219,388 | 12,412 | 3.07% | 3.12% | 218 | -3,712 | -1.66% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 216,757 | 12,264 | 0.3% | 0.31% | 219 | -5,968 | -2.68% | Q1 2026 | Apr 29, 2026 |
| GenWealth Group, Inc. | History | Added to | 216,392 | 12,243 | 2.09% | 2.05% | 220 | +8,446 | 4.06% | Q1 2026 | May 11, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 216,366 | 12,241 | 7.04% | 6.9% | 221 | +1,059 | 0.49% | Q1 2026 | May 01, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 215,250 | 12,178 | 5.48% | 6.2% | 222 | -27,834 | -11.45% | Q1 2026 | Apr 28, 2026 |
| Vertrix Wealth Management, LLC | History | New | 214,458 | 12,134 | 4.47% | — | 223 | +214,458 | New | Q1 2026 | Apr 24, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 213,397 | 12,123 | 0.8% | 0.8% | 224 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 211,159 | 11,947 | 8.31% | 8.84% | 225 | +43,400 | 25.87% | Q1 2026 | Apr 22, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 208,899 | 11,819 | 1.75% | 1.83% | 226 | -167,733 | -44.53% | Q1 2026 | Apr 24, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 208,171 | 11,778 | 3.61% | 3.86% | 227 | -13,640 | -6.15% | Q1 2026 | Apr 13, 2026 |
| Breachway Investments LLC | History | Added to | 205,819 | 11,659 | 11.19% | 2.83% | 228 | +158,610 | 335.97% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Group, LLC | History | Added to | 205,574 | 11,631 | 5.42% | 5.41% | 229 | +7,059 | 3.56% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 204,672 | 11,580 | 2.91% | 1.53% | 230 | +100,437 | 96.36% | Q1 2026 | Apr 09, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 202,384 | 11,450 | 3.13% | 4.64% | 231 | -6,791 | -3.25% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 201,872 | 11,421 | 0.36% | 0.41% | 232 | -14,738 | -6.8% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 200,514 | 11,345 | 1.91% | 2.51% | 233 | -61,375 | -23.44% | Q1 2026 | Apr 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 200,000 | 11,316 | 0.0% | — | 234 | +200,000 | New | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 199,379 | 11,280 | 0.08% | 0.1% | 235 | -9,984 | -4.77% | Q1 2026 | Apr 15, 2026 |
| BCS Wealth Management | History | Reduced | 197,332 | 11,165 | 2.28% | 2.08% | 236 | -165,249 | -45.58% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 194,221 | 10,989 | 0.21% | 0.21% | 237 | +5,651 | 3.0% | Q1 2026 | Apr 14, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 188,494 | 10,664 | 4.43% | 4.28% | 238 | +8,135 | 4.51% | Q1 2026 | Apr 23, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 186,117 | 10,530 | 7.52% | 7.52% | 239 | +16,065 | 9.45% | Q1 2026 | Apr 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 185,363 | 10,487 | 1.87% | 1.93% | 240 | +9,205 | 5.23% | Q1 2026 | May 08, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 185,273 | 10,482 | 6.45% | 5.89% | 241 | -5,173 | -2.72% | Q1 2026 | Apr 15, 2026 |
| Walsh & Associates, LLC | History | Reduced | 183,563 | 10,386 | 10.3% | 10.3% | 242 | -397 | -0.22% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 183,169 | 10,376 | 0.1% | 0.11% | 243 | +4,236 | 2.37% | Q1 2026 | Apr 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 180,695 | 10,223 | 0.0% | 0.0% | 244 | +173,743 | 2499.18% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 180,147 | 10,192 | 0.04% | 0.04% | 245 | -7,677 | -4.09% | Q1 2026 | May 15, 2026 |
| Madrid Financial Services | History | New | 179,343 | 10,147 | 5.99% | — | 246 | +179,343 | New | Q1 2026 | May 15, 2026 |
| Oak Harvest Investment Services | History | Reduced | 178,403 | 10,094 | 1.05% | 1.16% | 247 | -9,582 | -5.1% | Q1 2026 | Apr 22, 2026 |
| PECAUT & CO. | History | Reduced | 177,439 | 10,039 | 3.26% | 3.46% | 248 | -11,227 | -5.95% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 175,676 | 9,939 | 0.05% | 0.05% | 249 | +3,353 | 1.95% | Q1 2026 | May 15, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 172,719 | 9,772 | 2.35% | 2.43% | 250 | +9,385 | 5.75% | Q1 2026 | Apr 24, 2026 |
| Auour Investments LLC | History | Added to | 166,654 | 9,429 | 2.97% | 2.97% | 251 | +2,149 | 1.31% | Q1 2026 | Apr 20, 2026 |
| Olde Wealth Management, LLC | History | Added to | 166,267 | 9,407 | 2.98% | 2.81% | 252 | +5,268 | 3.27% | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | New | 163,900 | 9,273 | 1.04% | — | 253 | +163,900 | New | Q1 2026 | Apr 15, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 163,571 | 9,254 | 5.57% | 11.93% | 254 | -187,949 | -53.47% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 162,516 | 9,195 | 0.56% | 3.06% | 255 | -692,823 | -81.0% | Q1 2026 | Apr 13, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 161,886 | 9,159 | 7.28% | 5.92% | 256 | +16,489 | 11.34% | Q1 2026 | Apr 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 161,386 | 9,131 | 0.79% | 0.82% | 257 | -1,880 | -1.15% | Q1 2026 | May 08, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 161,288 | 9,125 | 1.71% | 1.69% | 258 | +3,882 | 2.47% | Q1 2026 | Apr 08, 2026 |
| M&T BANK CORP | History | Reduced | 161,133 | 9,116 | 0.03% | 0.03% | 259 | -18,126 | -10.11% | Q1 2026 | May 12, 2026 |
| Bensler, LLC | History | Added to | 160,316 | 9,070 | 0.94% | 0.87% | 260 | +7,226 | 4.72% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 157,612 | 8,917 | 0.2% | 0.21% | 261 | -5,578 | -3.42% | Q1 2026 | May 15, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 148,069 | 8,731 | 5.22% | 5.24% | 262 | +4,276 | 2.97% | Q1 2026 | Apr 23, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 149,444 | 8,691 | 1.1% | 1.31% | 263 | -22,590 | -13.13% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 152,832 | 8,647 | 0.03% | 0.05% | 264 | -119,281 | -43.84% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 151,991 | 8,599 | 1.53% | 1.54% | 265 | +3,227 | 2.17% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | Reduced | 151,195 | 8,554 | 0.61% | 0.64% | 266 | -3,759 | -2.43% | Q1 2026 | Apr 28, 2026 |
| Ignite Planners, LLC | History | Added to | 151,156 | 8,531 | 1.32% | 1.21% | 267 | +15,435 | 11.37% | Q1 2026 | Apr 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 149,401 | 8,453 | 1.6% | 1.51% | 268 | -7,758 | -4.94% | Q1 2026 | May 20, 2026 |
| Stone Summit Wealth LLC | History | Added to | 148,897 | 8,424 | 2.34% | 2.16% | 269 | +8,384 | 5.97% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 138,141 | 8,133 | 0.52% | 0.23% | 270 | +79,306 | 134.79% | Q1 2026 | Apr 22, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 142,750 | 8,076 | 5.46% | 5.43% | 271 | +7,274 | 5.37% | Q1 2026 | May 05, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 142,670 | 8,072 | 1.95% | 2.19% | 272 | -2,882 | -1.98% | Q1 2026 | Apr 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 141,486 | 8,005 | 0.51% | 0.53% | 273 | -5,154 | -3.51% | Q1 2026 | Apr 17, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 141,132 | 7,985 | 1.92% | 2.77% | 274 | -49,441 | -25.94% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 139,738 | 7,906 | 0.0% | 0.0% | 275 | +108,699 | 350.2% | Q1 2026 | May 15, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 138,838 | 7,855 | 2.7% | 2.93% | 276 | -6,633 | -4.56% | Q1 2026 | Apr 27, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 138,682 | 7,846 | 3.81% | 3.95% | 277 | -780 | -0.56% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 138,516 | 7,837 | 0.21% | 0.25% | 278 | +3,431 | 2.54% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 138,447 | 7,833 | 0.48% | 0.51% | 279 | -3,635,627 | -96.33% | Q1 2026 | May 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 137,494 | 7,779 | 0.86% | 0.83% | 280 | +3,203 | 2.39% | Q1 2026 | Apr 29, 2026 |
| Trilogy Capital Inc. | History | Added to | 137,135 | 7,759 | 0.34% | 0.32% | 281 | +12,794 | 10.29% | Q1 2026 | Apr 21, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 132,057 | 7,471 | 0.81% | 1.3% | 282 | -73,494 | -35.75% | Q1 2026 | Apr 24, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 131,355 | 7,432 | 3.92% | 5.14% | 283 | -31,940 | -19.56% | Q1 2026 | Apr 23, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 130,783 | 7,399 | 2.47% | 2.68% | 284 | -12,680 | -8.84% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 130,427 | 7,379 | 0.16% | 0.15% | 285 | +6,430 | 5.19% | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Added to | 128,677 | 7,280 | 0.09% | 0.08% | 286 | +6,563 | 5.37% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 128,610 | 7,276 | 0.04% | 0.03% | 287 | +25,531 | 24.77% | Q1 2026 | May 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 127,793 | 7,230 | 5.95% | 5.98% | 288 | -950 | -0.74% | Q1 2026 | Apr 28, 2026 |
| City Center Advisors, LLC | History | Added to | 122,249 | 6,916 | 6.39% | 6.34% | 289 | +898 | 0.74% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 121,597 | 6,879 | 0.07% | 0.08% | 290 | +4,126 | 3.51% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 120,396 | 6,812 | 0.23% | 0.23% | 291 | +590 | 0.49% | Q1 2026 | Apr 22, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 118,768 | 6,719 | 0.91% | 0.88% | 292 | -3,414 | -2.79% | Q1 2026 | Apr 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 118,132 | 6,683 | 0.56% | 3.04% | 293 | -573,378 | -82.92% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 117,318 | 6,637 | 0.12% | 0.15% | 294 | -24,697 | -17.39% | Q1 2026 | Apr 17, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 117,067 | 6,623 | 2.91% | 2.92% | 295 | -281 | -0.24% | Q1 2026 | Apr 29, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 116,324 | 6,581 | 4.12% | 4.74% | 296 | -18,881 | -13.96% | Q1 2026 | Apr 15, 2026 |
| Vision Capital Management, Inc. | History | Added to | 112,049 | 6,339 | 0.8% | 0.75% | 297 | +3,209 | 2.95% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 112,015 | 6,337 | 0.08% | 0.08% | 298 | +2,902 | 2.66% | Q1 2026 | May 11, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 111,178 | 6,290 | 2.22% | 2.37% | 299 | -711 | -0.64% | Q1 2026 | May 11, 2026 |
| Occidental Asset Management, LLC | History | Added to | 110,878 | 6,273 | 0.74% | 0.74% | 300 | +2,847 | 2.64% | Q1 2026 | Apr 15, 2026 |
| WRAPMANAGER INC | History | Reduced | 110,342 | 6,243 | 2.17% | 2.21% | 301 | -4,832 | -4.2% | Q1 2026 | May 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 109,544 | 6,223 | 0.48% | 0.48% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 108,663 | 6,148 | 0.87% | 1.31% | 303 | -16,135 | -12.93% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 108,188 | 6,121 | 0.0% | 0.0% | 304 | +80,280 | 287.66% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 105,937 | 5,993 | 2.75% | 3.85% | 305 | -86,293 | -44.89% | Q1 2026 | May 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 105,113 | 5,947 | 0.18% | 0.05% | 306 | +76,796 | 271.2% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 104,560 | 5,916 | 0.2% | 0.13% | 307 | +4,516 | 4.51% | Q1 2026 | Apr 23, 2026 |
| SIMA Wealth Partners, LLC | History | New | 102,691 | 5,810 | 4.43% | — | 308 | +102,691 | New | Q1 2026 | May 15, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 102,557 | 5,802 | 1.66% | 1.67% | 309 | +2,033 | 2.02% | Q1 2026 | Apr 28, 2026 |
| Broussard Financial Group LLC | History | Added to | 102,234 | 5,784 | 4.63% | 4.43% | 310 | +6,149 | 6.4% | Q1 2026 | Apr 29, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 101,958 | 5,768 | 0.64% | 0.69% | 311 | -2,681 | -2.56% | Q1 2026 | Apr 29, 2026 |
| TME FINANCIAL, INC. | History | Added to | 101,424 | 5,738 | 3.98% | 3.93% | 312 | +2,870 | 2.91% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 100,189 | 5,668 | 0.09% | 0.12% | 313 | -6,234 | -5.86% | Q1 2026 | May 15, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 99,264 | 5,616 | 1.65% | 1.89% | 314 | -10,880 | -9.88% | Q1 2026 | Apr 16, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 99,099 | 5,607 | 1.51% | 1.44% | 315 | +8,016 | 8.8% | Q1 2026 | May 05, 2026 |
| SHARPEPOINT LLC | History | Added to | 98,877 | 5,594 | 3.34% | 3.33% | 316 | +1,111 | 1.14% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 97,775 | 5,532 | 0.01% | 0.02% | 317 | -6,770 | -6.48% | Q1 2026 | May 11, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 97,422 | 5,512 | 2.61% | 2.75% | 318 | -2,569 | -2.57% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 96,511 | 5,460 | 0.0% | 0.0% | 319 | -13,178 | -12.01% | Q1 2026 | May 05, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 96,096 | 5,437 | 3.18% | 2.99% | 320 | +10,017 | 11.64% | Q1 2026 | Apr 23, 2026 |
| Phoenix Wealth Advisors | History | Added to | 95,945 | 5,428 | 2.14% | 2.07% | 321 | +1,181 | 1.25% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 95,478 | 5,418 | 0.48% | 0.48% | 322 | +2,047 | 2.19% | Q1 2026 | May 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 95,633 | 5,410 | 1.0% | — | 323 | +95,633 | New | Q1 2026 | Apr 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 95,016 | 5,375 | 0.34% | 0.36% | 324 | -3,307 | -3.36% | Q1 2026 | Apr 27, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 93,697 | 5,301 | 1.44% | 1.48% | 325 | +592 | 0.64% | Q1 2026 | Apr 29, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 92,773 | 5,249 | 2.77% | 2.9% | 326 | -2,953 | -3.08% | Q1 2026 | May 08, 2026 |
| Asset Management Group, Inc. | History | Reduced | 92,328 | 5,223 | 0.84% | 0.87% | 327 | -2,389 | -2.52% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 92,177 | 5,215 | 0.64% | 0.55% | 328 | +13,866 | 17.71% | Q1 2026 | Apr 17, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 91,509 | 5,177 | 2.79% | 3.09% | 329 | -6,205 | -6.35% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 90,734 | 5,133 | 1.52% | 2.64% | 330 | -61,298 | -40.32% | Q1 2026 | Apr 20, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 89,897 | 5,086 | 4.78% | 5.12% | 331 | -11,180 | -11.06% | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 88,910 | 5,030 | 0.37% | 0.35% | 332 | -2,743 | -2.99% | Q1 2026 | Apr 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 88,170 | 4,988 | 0.03% | 0.09% | 333 | -378,912 | -81.12% | Q1 2026 | Apr 29, 2026 |
| Benchmark Financial, LLC | History | Added to | 87,660 | 4,959 | 4.45% | 4.22% | 334 | +13,108 | 17.58% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 87,591 | 4,955 | 0.18% | 0.2% | 335 | -10,798 | -10.97% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 87,591 | 4,955 | 0.65% | 0.83% | 336 | -10,798 | -10.97% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 86,871 | 4,915 | 0.11% | 0.11% | 337 | +3,467 | 4.16% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Reduced | 84,774 | 4,796 | 0.39% | 0.48% | 338 | -7,324 | -7.95% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 84,462 | 4,778 | 0.52% | 0.54% | 339 | -5,090 | -5.68% | Q1 2026 | Apr 28, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 84,380 | 4,774 | 3.09% | 2.96% | 340 | -226 | -0.27% | Q1 2026 | Apr 15, 2026 |
| Clarus Wealth Advisors | History | Reduced | 83,881 | 4,762 | 2.03% | 2.08% | 341 | -2,419 | -2.8% | Q1 2026 | Apr 08, 2026 |
| Cooper Financial Group | History | Reduced | 84,048 | 4,755 | 0.48% | 0.52% | 342 | -2,328 | -2.7% | Q1 2026 | Apr 07, 2026 |
| Focus Financial Network, Inc. | History | New | 84,039 | 4,754 | 0.17% | — | 343 | +84,039 | New | Q1 2026 | Apr 14, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 83,313 | 4,713 | 0.33% | 0.34% | 344 | -139 | -0.17% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 82,374 | 4,660 | 0.03% | 0.03% | 345 | -3,985 | -4.61% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 82,370 | 4,656 | 0.35% | 0.46% | 346 | -51,946 | -38.67% | Q1 2026 | May 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 81,939 | 4,636 | 0.41% | 0.38% | 347 | +4,888 | 6.34% | Q1 2026 | Apr 30, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 80,214 | 4,538 | 2.65% | 2.56% | 348 | +278 | 0.35% | Q1 2026 | May 14, 2026 |
| Clear Retirement Advice LLC | History | Added to | 79,943 | 4,523 | 3.55% | 3.53% | 349 | +2,576 | 3.33% | Q1 2026 | Apr 28, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 79,430 | 4,494 | 1.97% | 1.87% | 350 | -5,930 | -6.95% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Added to | 77,333 | 4,375 | 0.11% | 0.11% | 351 | +7,421 | 10.61% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 77,253 | 4,370 | 0.01% | 0.01% | 352 | +20,163 | 35.32% | Q1 2026 | May 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 77,143 | 4,364 | 1.29% | 1.32% | 353 | +1,799 | 2.39% | Q1 2026 | Apr 20, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 76,112 | 4,306 | 0.57% | 0.45% | 354 | +25,676 | 50.91% | Q1 2026 | Apr 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 75,715 | 4,284 | 0.32% | 0.16% | 355 | +39,126 | 106.93% | Q1 2026 | Apr 14, 2026 |
| American Money Management, LLC | History | Added to | 74,901 | 4,237 | 0.67% | 0.66% | 356 | +569 | 0.77% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 74,713 | 4,227 | 0.06% | 0.06% | 357 | -361 | -0.48% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | New | 74,212 | 4,198 | 0.28% | — | 358 | +74,212 | New | Q1 2026 | May 08, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 73,955 | 4,184 | 1.96% | 3.3% | 359 | -62,240 | -45.7% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 73,821 | 4,176 | 0.18% | 0.17% | 360 | +6,363 | 9.43% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 73,789 | 4,174 | 0.0% | 0.0% | 361 | +30,820 | 71.73% | Q1 2026 | May 11, 2026 |
| CVFG LLC | History | New | 73,620 | 4,165 | 0.52% | — | 362 | +73,620 | New | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 73,354 | 4,150 | 1.06% | 1.09% | 363 | +2,119 | 2.97% | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 72,909 | 4,125 | 0.0% | 0.0% | 364 | +61,316 | 528.91% | Q1 2026 | May 13, 2026 |
| PALLADIEM, LLC | History | Reduced | 70,801 | 4,117 | 3.93% | 4.19% | 365 | -6,499 | -8.41% | Q1 2026 | May 06, 2026 |
| TritonPoint Partners, LLC | History | Added to | 72,574 | 4,106 | 1.51% | 2.16% | 366 | +1,416 | 1.99% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 70,900 | 4,011 | 0.15% | 0.15% | 367 | -2,844 | -3.86% | Q1 2026 | May 11, 2026 |
| Red Tortoise LLC | History | Added to | 70,838 | 4,008 | 1.67% | 1.7% | 368 | +181 | 0.26% | Q1 2026 | Apr 21, 2026 |
| PAX Financial Group, LLC | History | Reduced | 70,669 | 3,998 | 0.68% | 1.49% | 369 | -81,000 | -53.41% | Q1 2026 | Apr 27, 2026 |
| Partners in Financial Planning | History | Added to | 70,158 | 3,969 | 0.66% | 0.67% | 370 | +193 | 0.28% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 69,980 | 3,959 | 0.0% | 0.0% | 371 | -292,021 | -80.67% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 69,750 | 3,946 | 0.05% | 0.04% | 372 | +5,764 | 9.01% | Q1 2026 | May 08, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 69,679 | 3,942 | 1.17% | 1.11% | 373 | +2,651 | 3.96% | Q1 2026 | Apr 22, 2026 |
| Advisor OS, LLC | History | Reduced | 68,725 | 3,888 | 0.28% | 0.39% | 374 | -15,613 | -18.51% | Q1 2026 | May 07, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 68,429 | 3,871 | 2.67% | 2.49% | 375 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 67,772 | 3,834 | 0.0% | 0.0% | 376 | +37,574 | 124.43% | Q1 2026 | May 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 66,632 | 3,770 | 0.05% | 0.06% | 377 | -17,754 | -21.04% | Q1 2026 | May 01, 2026 |
| JNBA Financial Advisors | History | Reduced | 66,106 | 3,740 | 0.31% | 0.45% | 378 | -25,034 | -27.47% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 65,147 | 3,686 | 0.2% | 0.2% | 379 | +2,593 | 4.15% | Q1 2026 | Apr 30, 2026 |
| JDM Financial Group LLC | History | Added to | 64,864 | 3,670 | 1.42% | 1.42% | 380 | +535 | 0.83% | Q1 2026 | May 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 64,718 | 3,661 | 0.18% | 0.19% | 381 | +183 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 61,259 | 3,612 | 0.08% | 0.08% | 382 | +2,402 | 4.08% | Q1 2026 | May 04, 2026 |
| Shum Financial Group, Inc. | History | Added to | 63,777 | 3,608 | 2.55% | 2.5% | 383 | +2,728 | 4.47% | Q1 2026 | Apr 22, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 62,418 | 3,531 | 0.81% | 0.83% | 384 | +1,115 | 1.82% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 61,827 | 3,512 | 0.07% | 0.07% | 385 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 62,018 | 3,509 | 0.11% | — | 386 | +62,018 | New | Q1 2026 | May 15, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 61,859 | 3,499 | 2.36% | 1.86% | 387 | +15,712 | 34.05% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 60,950 | 3,448 | 0.06% | 0.06% | 388 | -164 | -0.27% | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 57,212 | 3,425 | 0.27% | 0.27% | 389 | +2,783 | 5.11% | Q1 2026 | May 01, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 60,360 | 3,415 | 0.48% | 0.48% | 390 | -1,760 | -2.83% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 60,280 | 3,410 | 0.1% | 0.12% | 391 | -16,067 | -21.04% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 59,982 | 3,393 | 0.02% | 0.02% | 392 | +1,667 | 2.86% | Q1 2026 | May 15, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 59,968 | 3,392 | 0.23% | 0.24% | 393 | +3,013 | 5.29% | Q1 2026 | May 04, 2026 |
| Keener Financial Planning LLC | History | Reduced | 59,918 | 3,390 | 1.42% | 1.47% | 394 | -92 | -0.15% | Q1 2026 | May 01, 2026 |
| Friday Financial | History | Added to | 59,709 | 3,378 | 1.16% | 1.13% | 395 | +3,359 | 5.96% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 59,441 | 3,376 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 59,648 | 3,374 | 0.41% | 0.42% | 397 | +1,607 | 2.77% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 59,610 | 3,372 | 0.0% | 0.01% | 398 | -54,236 | -47.64% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 59,594 | 3,371 | 0.02% | 0.02% | 399 | +6,102 | 11.41% | Q1 2026 | May 08, 2026 |
| American Investment Services, Inc. | History | Reduced | 58,647 | 3,318 | 0.74% | 0.78% | 400 | -606 | -1.02% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 58,260 | 3,296 | 0.11% | 0.1% | 401 | +5,653 | 10.75% | Q1 2026 | May 14, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 58,057 | 3,284 | 0.74% | 0.81% | 402 | +3,589 | 6.59% | Q1 2026 | Apr 14, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 56,702 | 3,208 | 2.87% | 1.9% | 403 | +20,411 | 56.24% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 56,010 | 3,169 | 0.0% | 0.0% | 404 | -7,238 | -11.44% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 55,786 | 3,156 | 0.28% | 0.26% | 406 | +16,050 | 40.39% | Q1 2026 | May 12, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 55,796 | 3,156 | 0.61% | 0.73% | 405 | +831 | 1.51% | Q1 2026 | May 15, 2026 |
| PSI Advisors, LLC | History | Added to | 55,625 | 3,147 | 0.75% | 0.64% | 407 | +10,984 | 24.61% | Q1 2026 | May 14, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 55,554 | 3,143 | 2.4% | 5.88% | 408 | -88,368 | -61.4% | Q1 2026 | Apr 08, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 55,484 | 3,139 | 2.14% | 2.41% | 409 | -7,386 | -11.75% | Q1 2026 | May 04, 2026 |
| Prism Advisors, Inc. | History | No change | 55,211 | 3,123 | 0.83% | 0.84% | 410 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 54,992 | 3,111 | 1.65% | 1.63% | 411 | +2,996 | 5.76% | Q1 2026 | Apr 24, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 54,436 | 3,079 | 1.59% | 1.98% | 412 | -16,843 | -23.63% | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 54,311 | 3,072 | 0.06% | 0.06% | 413 | -7,328 | -11.89% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 53,976 | 3,053 | 0.02% | 0.02% | 414 | -23,925 | -30.71% | Q1 2026 | May 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 53,893 | 3,049 | 0.68% | 0.68% | 415 | -505 | -0.93% | Q1 2026 | May 21, 2026 |
| Keystone Financial Group | History | Reduced | 53,868 | 3,047 | 0.21% | 0.23% | 416 | -592 | -1.09% | Q1 2026 | May 13, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 53,795 | 3,043 | 2.17% | 2.85% | 417 | -16,254 | -23.2% | Q1 2026 | May 12, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 53,338 | 3,017 | 0.99% | 1.07% | 418 | -377 | -0.7% | Q1 2026 | Apr 20, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 53,282 | 3,014 | 0.72% | 0.65% | 419 | +10,705 | 25.14% | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 53,238 | 3,012 | 0.05% | 0.05% | 420 | +8,573 | 19.19% | Q1 2026 | May 04, 2026 |
| Copia Wealth Management | History | Reduced | 53,204 | 3,010 | 2.07% | 2.86% | 421 | -17,367 | -24.61% | Q1 2026 | May 04, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 52,923 | 2,994 | 0.51% | 0.52% | 422 | +911 | 1.75% | Q1 2026 | Apr 15, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 52,898 | 2,992 | 0.09% | 0.13% | 423 | -24,127 | -31.32% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 52,219 | 2,954 | 0.11% | 0.14% | 424 | -11,547 | -18.11% | Q1 2026 | May 12, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 52,139 | 2,950 | 0.7% | 0.69% | 425 | -27 | -0.05% | Q1 2026 | Apr 29, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 51,923 | 2,937 | 0.41% | 0.28% | 426 | +15,748 | 43.53% | Q1 2026 | Apr 13, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 51,562 | 2,917 | 1.7% | 1.89% | 427 | -5,731 | -10.0% | Q1 2026 | May 11, 2026 |
| Demars Financial Group, LLC | History | Added to | 51,334 | 2,904 | 0.96% | 0.95% | 428 | +1,273 | 2.54% | Q1 2026 | Apr 29, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 49,579 | 2,805 | 1.67% | 1.73% | 429 | -1,110 | -2.19% | Q1 2026 | Apr 30, 2026 |
| CAP Partners, LLC | History | Added to | 49,121 | 2,779 | 1.57% | 1.37% | 430 | +6,515 | 15.29% | Q1 2026 | Apr 28, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 48,499 | 2,744 | 0.79% | 0.83% | 431 | -644 | -1.31% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Reduced | 48,194 | 2,726 | 0.37% | 0.39% | 432 | -1,398 | -2.82% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Reduced | 48,141 | 2,723 | 0.03% | 0.03% | 433 | -1,855 | -3.71% | Q1 2026 | May 05, 2026 |
| NORDEN GROUP LLC | History | Added to | 48,068 | 2,719 | 0.26% | 0.27% | 434 | +314 | 0.66% | Q1 2026 | Apr 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 47,845 | 2,707 | 0.49% | 0.47% | 435 | +4,396 | 10.12% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 48,493 | 2,698 | 0.1% | 0.06% | 436 | +19,066 | 64.79% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 47,564 | 2,691 | 0.15% | 0.19% | 437 | -9,377 | -16.47% | Q1 2026 | Apr 30, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 47,549 | 2,690 | 1.4% | 1.47% | 438 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ArborFi Advisors, LLC | History | Added to | 47,153 | 2,667 | 2.18% | 2.14% | 439 | +810 | 1.75% | Q1 2026 | Apr 29, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 46,335 | 2,621 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 45,999 | 2,602 | 1.47% | 1.53% | 441 | -2,323 | -4.81% | Q1 2026 | Apr 24, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 45,692 | 2,585 | 0.61% | 0.65% | 442 | -1,487 | -3.15% | Q1 2026 | Apr 17, 2026 |
| 1ST SOURCE BANK | History | Reduced | 45,624 | 2,581 | 0.13% | 0.14% | 443 | -1,726 | -3.65% | Q1 2026 | May 04, 2026 |
| Slagle Financial, LLC | History | Added to | 45,082 | 2,550 | 0.84% | 0.87% | 444 | +1,238 | 2.82% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 44,829 | 2,536 | 0.11% | 0.1% | 445 | +7,630 | 20.51% | Q1 2026 | May 12, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 44,819 | 2,535 | 2.27% | 0.9% | 446 | +26,281 | 141.77% | Q1 2026 | Apr 16, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 44,798 | 2,534 | 1.57% | 1.38% | 447 | -1 | -0.0% | Q1 2026 | May 04, 2026 |
| JT Stratford LLC | History | Added to | 43,830 | 2,479 | 0.32% | 0.31% | 448 | +1,643 | 3.89% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 43,137 | 2,440 | 0.04% | 0.04% | 450 | +6,892 | 19.02% | Q1 2026 | May 18, 2026 |
| Sunesis Advisors, LLC | History | No change | 43,133 | 2,440 | 1.1% | 1.11% | 449 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 43,082 | 2,437 | 0.01% | 0.02% | 451 | -10,512 | -19.61% | Q1 2026 | May 15, 2026 |
| FF Advisors,LLC | History | Reduced | 41,074 | 2,429 | 0.98% | 1.04% | 452 | -98 | -0.24% | Q1 2026 | Apr 27, 2026 |
| BOKF, NA | History | Added to | 42,404 | 2,399 | 0.04% | 0.01% | 453 | +26,373 | 164.51% | Q1 2026 | May 08, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 42,368 | 2,397 | 0.85% | 0.88% | 454 | -103 | -0.24% | Q1 2026 | Apr 21, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 42,304 | 2,393 | 0.94% | 0.98% | 455 | -245 | -0.58% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 42,060 | 2,379 | 0.1% | 0.1% | 456 | -919 | -2.14% | Q1 2026 | Apr 28, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 42,034 | 2,378 | 0.41% | 0.41% | 457 | -762 | -1.78% | Q1 2026 | May 04, 2026 |
| Balefire, LLC | History | Added to | 41,883 | 2,369 | 0.45% | 0.37% | 458 | +8,742 | 26.38% | Q1 2026 | May 07, 2026 |
| Kensington Asset Management, LLC | History | No change | 41,880 | 2,369 | 0.13% | 0.12% | 459 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| GLR Partners, LLC | History | New | 41,505 | 2,348 | 1.28% | — | 460 | +41,505 | New | Q1 2026 | May 13, 2026 |
| Hunting Hill Global Capital, LLC | History | Reduced | 41,363 | 2,340 | 1.81% | 4.85% | 461 | -82,758 | -66.68% | Q1 2026 | May 15, 2026 |
| BURNEY CO/ | History | Reduced | 41,340 | 2,339 | 0.07% | 0.11% | 462 | -18,961 | -31.44% | Q1 2026 | Apr 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 40,981 | 2,318 | 0.04% | 0.04% | 463 | -1,477 | -3.48% | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 40,518 | 2,292 | 0.06% | 0.06% | 464 | -2,562 | -5.95% | Q1 2026 | Apr 07, 2026 |
| One Capital Management, LLC | History | Reduced | 40,416 | 2,286 | 0.06% | 0.07% | 465 | -1,952 | -4.61% | Q1 2026 | May 12, 2026 |
| FCG Investment Co | History | New | 40,091 | 2,268 | 0.99% | — | 466 | +40,091 | New | Q1 2026 | Apr 09, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 40,070 | 2,267 | 0.35% | 0.37% | 467 | -540 | -1.33% | Q1 2026 | May 07, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 40,059 | 2,266 | 2.16% | 1.36% | 468 | +15,447 | 62.76% | Q1 2026 | May 04, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 40,042 | 2,265 | 0.64% | 0.69% | 469 | -2,626 | -6.15% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 39,965 | 2,261 | 0.12% | 0.12% | 470 | -362 | -0.9% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Reduced | 39,836 | 2,253 | 0.2% | 0.22% | 471 | -3,093 | -7.2% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 39,670 | 2,244 | 0.01% | 0.01% | 472 | -2,123 | -5.08% | Q1 2026 | Apr 30, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 39,511 | 2,235 | 0.94% | 0.97% | 473 | +1,137 | 2.96% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 39,501 | 2,234 | 0.12% | 0.12% | 474 | -41 | -0.1% | Q1 2026 | Apr 17, 2026 |
| FineMark National Bank & Trust | History | No change | 39,221 | 2,228 | 0.07% | 0.07% | 475 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 39,237 | 2,220 | 0.44% | 0.28% | 476 | +16,213 | 70.42% | Q1 2026 | May 01, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 38,629 | 2,185 | 1.92% | 1.39% | 477 | +3,004 | 8.43% | Q1 2026 | May 04, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 38,473 | 2,179 | 0.8% | — | 478 | +38,473 | New | Q1 2026 | Apr 14, 2026 |
| Valpey Financial Services, LLC | History | Added to | 38,399 | 2,172 | 1.41% | 1.36% | 479 | +847 | 2.26% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 37,832 | 2,140 | 2.19% | 2.11% | 480 | +2,237 | 6.28% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 37,232 | 2,106 | 0.06% | 0.01% | 481 | +30,732 | 472.8% | Q1 2026 | May 14, 2026 |
| Triton Financial Group Inc | History | Added to | 37,048 | 2,100 | 3.66% | 0.7% | 482 | +18,541 | 100.18% | Q1 2026 | May 15, 2026 |
| LEE DANNER & BASS INC | History | No change | 36,956 | 2,090 | 0.13% | 0.15% | 483 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Added to | 36,859 | 2,085 | 0.17% | 0.14% | 484 | +6,939 | 23.19% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 36,778 | 2,080 | 0.01% | 0.01% | 485 | +425 | 1.17% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 36,706 | 2,076 | 0.01% | 0.0% | 486 | +32,991 | 888.05% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 34,300 | 2,061 | 0.2% | 0.26% | 487 | +102 | 0.3% | Q1 2026 | May 12, 2026 |
| MKT Advisors LLC | History | Added to | 35,698 | 2,026 | 0.68% | 0.63% | 488 | +3,504 | 10.88% | Q1 2026 | Apr 10, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 35,687 | 2,019 | 0.57% | 0.59% | 489 | -711 | -1.95% | Q1 2026 | May 01, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 35,596 | 2,014 | 0.11% | 0.03% | 490 | +27,213 | 324.62% | Q1 2026 | Apr 29, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 34,698 | 1,963 | 1.23% | — | 491 | +34,698 | New | Q1 2026 | Apr 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 34,334 | 1,942 | 0.21% | 0.22% | 492 | -2,210 | -6.05% | Q1 2026 | Apr 22, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 34,167 | 1,933 | 0.38% | 0.41% | 493 | +47 | 0.14% | Q1 2026 | Apr 14, 2026 |
| Apella Capital, LLC | History | Reduced | 32,547 | 1,925 | 0.03% | 0.04% | 494 | -2,162 | -6.23% | Q1 2026 | Apr 20, 2026 |
| River Street Advisors LLC | History | Added to | 33,984 | 1,922 | 0.65% | 0.72% | 495 | +365 | 1.09% | Q1 2026 | Apr 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 33,838 | 1,914 | 0.15% | 0.1% | 496 | +9,978 | 41.82% | Q1 2026 | May 13, 2026 |
| Apollon Financial, LLC | History | Added to | 33,776 | 1,911 | 0.26% | 0.23% | 497 | +6,357 | 23.18% | Q1 2026 | Apr 22, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 33,481 | 1,899 | 0.72% | 0.74% | 498 | -162 | -0.48% | Q1 2026 | Apr 29, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 33,518 | 1,896 | 0.19% | 0.19% | 499 | +399 | 1.2% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 33,497 | 1,895 | 0.04% | 0.06% | 500 | -10,656 | -24.13% | Q1 2026 | Apr 13, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | Added to | 33,296 | 1,883 | 1.56% | 1.47% | 501 | +2,378 | 7.69% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 32,548 | 1,841 | 0.01% | 0.01% | 502 | +2,794 | 9.39% | Q1 2026 | May 15, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 32,535 | 1,840 | 0.68% | 0.7% | 503 | -305 | -0.93% | Q1 2026 | Apr 23, 2026 |
| E&G Advisors, LP | History | Added to | 32,173 | 1,820 | 0.41% | 0.41% | 504 | +17 | 0.05% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 32,000 | 1,810 | 0.0% | 0.0% | 505 | -3 | -0.01% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 31,737 | 1,795 | 0.02% | 0.0% | 506 | +26,074 | 460.43% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 31,668 | 1,791 | 0.02% | 0.03% | 507 | -42,813 | -57.48% | Q1 2026 | May 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 31,387 | 1,775 | 0.13% | 0.14% | 508 | -1,310 | -4.01% | Q1 2026 | Apr 22, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 31,018 | 1,754 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 30,826 | 1,744 | 0.02% | 0.02% | 510 | +3,297 | 11.98% | Q1 2026 | May 08, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 30,618 | 1,732 | 0.73% | 0.68% | 511 | +1,873 | 6.52% | Q1 2026 | Apr 29, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 30,493 | 1,725 | 0.12% | 0.13% | 512 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 30,458 | 1,723 | 0.22% | 0.23% | 513 | -1,158 | -3.66% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,347 | 1,717 | 0.0% | 0.0% | 514 | -4,749 | -13.53% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 30,272 | 1,712 | 0.0% | 0.0% | 515 | +14,777 | 95.37% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 29,982 | 1,696 | 0.19% | 0.21% | 516 | -1,662 | -5.25% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 29,685 | 1,679 | 0.08% | 0.1% | 517 | -6,666 | -18.34% | Q1 2026 | May 05, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 29,625 | 1,676 | 0.35% | 0.35% | 518 | +1,820 | 6.55% | Q1 2026 | May 14, 2026 |
| Thayer Financial, L.L.C. | History | Reduced | 29,477 | 1,667 | 1.7% | 1.78% | 519 | -209 | -0.7% | Q1 2026 | Apr 13, 2026 |
| Idaho Trust Co | History | Reduced | 29,346 | 1,660 | 0.54% | 0.71% | 520 | -8,378 | -22.21% | Q1 2026 | May 08, 2026 |
| Altman Advisors, Inc. | History | Added to | 144,374 | 1,659 | 0.69% | 0.7% | 521 | +2,198 | 1.55% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | New | 29,307 | 1,658 | 0.09% | — | 522 | +29,307 | New | Q1 2026 | Apr 21, 2026 |
| Wall Capital Group, Inc. | History | Added to | 29,261 | 1,655 | 1.77% | 1.46% | 523 | +2,205 | 8.15% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | Added to | 27,347 | 1,646 | 0.04% | 0.07% | 524 | +359 | 1.33% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 28,816 | 1,630 | 0.09% | 0.09% | 525 | +16,175 | 127.96% | Q1 2026 | Apr 22, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 28,763 | 1,627 | 0.57% | 0.58% | 526 | -73 | -0.25% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 28,593 | 1,617 | 0.01% | 0.02% | 528 | -15,134 | -34.61% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | No change | 28,580 | 1,617 | 0.02% | 0.02% | 527 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | New | 28,362 | 1,604 | 0.48% | — | 529 | +28,362 | New | Q1 2026 | May 08, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 28,055 | 1,587 | 0.62% | 0.62% | 530 | +337 | 1.22% | Q1 2026 | May 04, 2026 |
| Redwood Financial Network Corp | History | Reduced | 27,842 | 1,575 | 1.03% | 1.04% | 531 | -806 | -2.81% | Q1 2026 | May 14, 2026 |
| DAGCO, INC. | History | Added to | 27,740 | 1,569 | 0.34% | 0.36% | 532 | +10 | 0.04% | Q1 2026 | Apr 20, 2026 |
| PFG Investments, LLC | History | Added to | 27,507 | 1,556 | 0.07% | 0.06% | 533 | +6,191 | 29.04% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Reduced | 27,152 | 1,536 | 0.17% | 0.17% | 534 | -611 | -2.2% | Q1 2026 | May 01, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 27,000 | 1,527 | 0.43% | 0.44% | 535 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 26,979 | 1,526 | 0.46% | 0.48% | 536 | +66 | 0.25% | Q1 2026 | Apr 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 26,784 | 1,515 | 0.0% | 0.0% | 537 | -2,977 | -10.0% | Q1 2026 | May 08, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 26,745 | 1,513 | 0.07% | 0.07% | 538 | +139 | 0.52% | Q1 2026 | May 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 26,701 | 1,510 | 0.11% | 0.1% | 539 | +3,262 | 13.92% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Added to | 26,638 | 1,507 | 0.01% | 0.01% | 540 | +19,909 | 295.87% | Q1 2026 | May 14, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 26,581 | 1,503 | 0.61% | 0.6% | 541 | -77 | -0.29% | Q1 2026 | Apr 24, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 26,549 | 1,502 | 0.05% | 0.05% | 542 | +1,541 | 6.16% | Q1 2026 | Apr 20, 2026 |
| Integrated Advisors Network LLC | History | Added to | 26,174 | 1,480 | 0.08% | 0.06% | 543 | +1,734 | 7.09% | Q1 2026 | Apr 28, 2026 |
| RHS Financial, LLC | History | Added to | 26,023 | 1,472 | 0.7% | 0.48% | 544 | +8,653 | 49.82% | Q1 2026 | Apr 28, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 26,018 | 1,472 | 0.32% | 0.42% | 545 | -7,974 | -23.46% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 25,859 | 1,463 | 0.05% | 0.07% | 546 | -8,515 | -24.77% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 25,827 | 1,461 | 0.18% | 0.17% | 547 | -1,385 | -5.09% | Q1 2026 | May 14, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 24,113 | 1,443 | 0.6% | 0.65% | 548 | +255 | 1.07% | Q1 2026 | May 04, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 25,321 | 1,432 | 0.54% | 0.57% | 549 | -2,405 | -8.67% | Q1 2026 | May 11, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 25,254 | 1,428 | 0.06% | 0.06% | 550 | +52 | 0.21% | Q1 2026 | May 14, 2026 |
| REDW Wealth LLC | History | Added to | 25,189 | 1,425 | 0.57% | 0.55% | 551 | +2 | 0.01% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Reduced | 25,177 | 1,424 | 0.0% | 0.0% | 552 | -1,771 | -6.57% | Q1 2026 | May 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 25,142 | 1,422 | 1.5% | 1.96% | 553 | +6,823 | 37.25% | Q1 2026 | May 13, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 25,129 | 1,421 | 0.19% | 0.22% | 554 | -3,282 | -11.55% | Q1 2026 | Apr 15, 2026 |
| Roan Capital Partners | History | New | 25,034 | 1,416 | 1.31% | — | 555 | +25,034 | New | Q1 2026 | Apr 15, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 24,936 | 1,410 | 0.32% | 0.48% | 556 | -12,845 | -34.0% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Added to | 24,866 | 1,406 | 0.15% | 0.14% | 557 | +867 | 3.61% | Q1 2026 | Apr 23, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 24,837 | 1,405 | 0.12% | 0.12% | 558 | +500 | 2.05% | Q1 2026 | May 06, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 24,839 | 1,405 | 0.3% | 0.3% | 559 | +81 | 0.33% | Q1 2026 | May 04, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 24,641 | 1,394 | 0.22% | 0.23% | 560 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 24,474 | 1,384 | 0.03% | 0.01% | 561 | +15,255 | 165.47% | Q1 2026 | May 11, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 24,346 | 1,377 | 0.04% | 0.02% | 562 | +8,094 | 49.8% | Q1 2026 | Apr 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 24,253 | 1,372 | 0.0% | 0.0% | 563 | -27,894 | -53.49% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 23,883 | 1,351 | 0.14% | 0.13% | 564 | +2,493 | 11.65% | Q1 2026 | May 11, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 23,868 | 1,350 | 0.19% | 0.16% | 565 | +3,923 | 19.67% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Added to | 23,807 | 1,347 | 0.33% | 0.34% | 566 | +256 | 1.09% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | Reduced | 23,628 | 1,336 | 0.03% | 0.03% | 567 | -3,219 | -11.99% | Q1 2026 | May 13, 2026 |
| Alliance Private Wealth, LLC | History | No change | 23,583 | 1,334 | 0.48% | 0.48% | 568 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 22,870 | 1,294 | 0.98% | 0.94% | 569 | +260 | 1.15% | Q1 2026 | May 08, 2026 |
| Ellevest, Inc. | History | Reduced | 22,767 | 1,288 | 0.18% | 0.18% | 570 | -366 | -1.58% | Q1 2026 | May 11, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 22,677 | 1,283 | 0.36% | 0.37% | 571 | -1,005 | -4.24% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 22,636 | 1,280 | 0.09% | 0.09% | 572 | +1,183 | 5.51% | Q1 2026 | May 05, 2026 |
| Optivise Advisory Services LLC | History | Added to | 22,496 | 1,272 | 0.77% | 0.73% | 573 | +279 | 1.26% | Q1 2026 | Apr 15, 2026 |
| Graney & King, LLC | History | Reduced | 22,467 | 1,271 | 0.69% | 0.75% | 574 | -224 | -0.99% | Q1 2026 | May 18, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 22,439 | 1,269 | 0.65% | 0.61% | 575 | +2,314 | 11.5% | Q1 2026 | May 13, 2026 |
| MATAURO, LLC | History | Reduced | 22,255 | 1,259 | 0.18% | 0.19% | 576 | -285 | -1.26% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | Added to | 21,293 | 1,246 | 0.04% | 0.04% | 577 | +29 | 0.14% | Q1 2026 | Apr 17, 2026 |
| Global Assets Advisory, LLC | History | New | 3,742 | 1,220 | 0.35% | — | 578 | +3,742 | New | Q1 2026 | May 01, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 21,287 | 1,204 | 0.49% | 0.48% | 579 | -100 | -0.47% | Q1 2026 | Apr 08, 2026 |
| GGM Financial LLC | History | Added to | 21,147 | 1,196 | 0.55% | 0.58% | 580 | +58 | 0.28% | Q1 2026 | May 11, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 20,870 | 1,180 | 0.27% | 0.28% | 581 | -377 | -1.77% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Reduced | 20,599 | 1,165 | 0.03% | 0.03% | 582 | -355 | -1.69% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Reduced | 20,578 | 1,164 | 0.0% | 0.0% | 583 | -76 | -0.37% | Q1 2026 | May 15, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 20,490 | 1,159 | 0.88% | 0.87% | 584 | -181 | -0.88% | Q1 2026 | May 08, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 20,362 | 1,152 | 1.03% | 3.14% | 585 | -35,739 | -63.7% | Q1 2026 | May 05, 2026 |
| Argent Trust Co | History | Reduced | 20,336 | 1,150 | 0.04% | 0.04% | 586 | -600 | -2.87% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 20,313 | 1,149 | 0.05% | 0.06% | 587 | +154 | 0.76% | Q1 2026 | Apr 24, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 20,178 | 1,142 | 0.37% | 0.36% | 588 | -173 | -0.85% | Q1 2026 | May 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 20,149 | 1,140 | 0.01% | 0.01% | 589 | +2,622 | 14.96% | Q1 2026 | May 12, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 20,144 | 1,139 | 0.24% | 0.26% | 590 | +33 | 0.16% | Q1 2026 | May 05, 2026 |
| Wells Financial Advisors INC | History | Reduced | 19,525 | 1,104 | 5.02% | 3.14% | 591 | -9,530 | -32.8% | Q1 2026 | May 07, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 19,420 | 1,098 | 0.1% | 0.11% | 592 | -303 | -1.54% | Q1 2026 | Apr 23, 2026 |
| GREENLEAF TRUST | History | No change | 19,105 | 1,080 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 19,081 | 1,079 | 0.06% | 0.08% | 594 | -5,943 | -23.75% | Q1 2026 | Apr 30, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | No change | 18,490 | 1,046 | 0.53% | 0.53% | 595 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 18,479 | 1,045 | 0.44% | 0.53% | 596 | -2,877 | -13.47% | Q1 2026 | May 11, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 18,450 | 1,043 | 1.05% | 1.04% | 597 | -1,000 | -5.14% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 18,418 | 1,042 | 0.15% | 0.19% | 598 | -4,533 | -19.75% | Q1 2026 | May 13, 2026 |
| M3 Advisory Group, LLC | History | Added to | 18,413 | 1,041 | 0.64% | 0.61% | 599 | +839 | 4.77% | Q1 2026 | Apr 22, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 18,364 | 1,039 | 0.01% | 0.01% | 600 | -2,531 | -12.11% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 18,128 | 1,025 | 0.01% | 0.01% | 601 | -437 | -2.35% | Q1 2026 | May 05, 2026 |
| SVB WEALTH LLC | History | Reduced | 17,922 | 1,014 | 0.07% | 0.17% | 603 | -32,608 | -64.53% | Q1 2026 | Apr 17, 2026 |
| Waldron Private Wealth LLC | History | No change | 17,922 | 1,014 | 0.04% | 0.04% | 602 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Financial Insights, Inc. | History | Added to | 17,818 | 1,008 | 0.33% | 0.32% | 604 | +1,150 | 6.9% | Q1 2026 | May 18, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 17,447 | 987 | 0.02% | 0.02% | 605 | +10 | 0.06% | Q1 2026 | May 07, 2026 |
| Community Bank, N.A. | History | Added to | 17,198 | 973 | 0.12% | 0.11% | 606 | +87 | 0.51% | Q1 2026 | May 12, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 16,930 | 957 | 0.45% | 0.44% | 607 | -832 | -4.68% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 16,765 | 948 | 0.04% | 0.05% | 608 | -137 | -0.81% | Q1 2026 | Apr 28, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 16,634 | 941 | 0.04% | 0.04% | 609 | +21 | 0.13% | Q1 2026 | May 14, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 16,478 | 932 | 0.16% | — | 610 | +16,478 | New | Q1 2026 | Apr 09, 2026 |
| Sherman Wealth Management LLC | History | Added to | 16,415 | 928 | 0.8% | 0.81% | 611 | +7 | 0.04% | Q1 2026 | Apr 13, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 16,276 | 920 | 0.53% | 0.53% | 612 | -338 | -2.03% | Q1 2026 | May 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 16,207 | 917 | 0.61% | 0.63% | 613 | -374 | -2.26% | Q1 2026 | May 07, 2026 |
| Headland Capital, LLC | History | Reduced | 16,135 | 912 | 0.26% | 0.26% | 614 | -26 | -0.16% | Q1 2026 | May 04, 2026 |
| Sequent Asset Management, LLC | History | No change | 15,871 | 902 | 0.4% | 0.4% | 615 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 15,902 | 899 | 0.07% | 0.07% | 616 | +580 | 3.79% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 15,734 | 890 | 0.01% | 0.01% | 617 | -1,288 | -7.57% | Q1 2026 | May 01, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 15,628 | 884 | 0.04% | 0.04% | 618 | -245 | -1.54% | Q1 2026 | May 07, 2026 |
| Ironwood Financial, llc | History | No change | 15,582 | 881 | 0.15% | 0.15% | 619 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MGB Wealth Management, LLC | History | No change | 15,432 | 879 | 0.25% | 0.25% | 620 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 15,483 | 875 | 0.25% | 0.22% | 622 | +1,488 | 10.63% | Q1 2026 | Apr 23, 2026 |
| SFMG, LLC | History | No change | 15,479 | 875 | 0.06% | 0.06% | 621 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 15,410 | 871 | 0.21% | 0.23% | 623 | -799 | -4.93% | Q1 2026 | Apr 10, 2026 |
| GeoWealth Management, LLC | History | Added to | 15,376 | 870 | 0.03% | 0.03% | 624 | +602 | 4.07% | Q1 2026 | May 13, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 15,322 | 866 | 0.68% | 0.4% | 625 | +6,814 | 80.09% | Q1 2026 | Apr 24, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 15,291 | 865 | 0.25% | 0.23% | 626 | +1,100 | 7.75% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 15,240 | 862 | 0.04% | 0.03% | 627 | +5,504 | 56.53% | Q1 2026 | Apr 15, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 15,221 | 861 | 0.36% | 0.34% | 628 | +4 | 0.03% | Q1 2026 | Apr 29, 2026 |
| GM Advisory Group, LLC | History | Added to | 15,211 | 860 | 0.03% | 0.03% | 629 | +2,105 | 16.06% | Q1 2026 | Apr 28, 2026 |
| RKL Wealth Management LLC | History | Reduced | 15,118 | 855 | 0.08% | 0.08% | 630 | -1,508 | -9.07% | Q1 2026 | Apr 24, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 14,988 | 848 | 0.05% | 0.05% | 631 | -64 | -0.43% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Reduced | 14,956 | 843 | 0.01% | 0.01% | 632 | -96 | -0.64% | Q1 2026 | May 12, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 14,815 | 838 | 0.48% | 0.5% | 633 | -371 | -2.44% | Q1 2026 | May 01, 2026 |
| AWM CAPITAL, LLC | History | Added to | 14,675 | 830 | 0.08% | 0.08% | 634 | +53 | 0.36% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 14,589 | 825 | 0.0% | 0.0% | 635 | +109 | 0.75% | Q1 2026 | May 11, 2026 |
| Kestra Investment Management, LLC | History | Added to | 14,574 | 824 | 0.01% | 0.01% | 636 | +5,024 | 52.61% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 14,465 | 818 | 0.02% | 0.01% | 637 | +8,401 | 138.54% | Q1 2026 | Apr 15, 2026 |
| AIFG Consultants Ltd. | History | No change | 14,414 | 818 | 1.4% | 1.4% | 638 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 14,263 | 807 | 0.28% | 0.13% | 639 | +8,561 | 150.14% | Q1 2026 | May 14, 2026 |
| Lansing Street Advisors | History | Added to | 14,268 | 807 | 0.2% | 0.21% | 640 | +42 | 0.3% | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 14,251 | 806 | 0.02% | 0.02% | 641 | +795 | 5.91% | Q1 2026 | May 11, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 14,102 | 797 | 0.05% | 0.05% | 642 | -500 | -3.42% | Q1 2026 | May 11, 2026 |
| Asempa Wealth Advisors | History | Reduced | 14,039 | 795 | 0.69% | 0.81% | 643 | -2,601 | -15.63% | Q1 2026 | Apr 08, 2026 |
| Lantz Financial LLC | History | Reduced | 14,008 | 792 | 0.16% | 0.17% | 644 | -133 | -0.94% | Q1 2026 | Apr 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 13,954 | 792 | 0.03% | 0.03% | 645 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Costello Asset Management, INC | History | Added to | 13,938 | 788 | 0.27% | 0.12% | 646 | +7,349 | 111.53% | Q1 2026 | Apr 30, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 13,940 | 788 | 0.44% | 0.42% | 647 | +1,322 | 10.48% | Q1 2026 | May 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 13,898 | 786 | 0.0% | 0.0% | 648 | -332 | -2.33% | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 13,843 | 783 | 0.13% | 0.13% | 649 | +63 | 0.46% | Q1 2026 | May 06, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 13,765 | 778 | 0.2% | 0.2% | 650 | +5 | 0.04% | Q1 2026 | May 05, 2026 |
| Caldwell Trust Co | History | No change | 13,669 | 773 | 0.07% | 0.07% | 651 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Alpha Zero LLC | History | No change | 13,610 | 770 | 0.39% | 0.42% | 652 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 13,586 | 768 | 0.17% | 0.17% | 653 | -578 | -4.08% | Q1 2026 | Apr 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 13,413 | 758 | 0.01% | 0.02% | 654 | -11,470 | -46.1% | Q1 2026 | May 05, 2026 |
| RDA Financial Network | History | Added to | 13,404 | 758 | 0.19% | 0.18% | 655 | +477 | 3.69% | Q1 2026 | Apr 08, 2026 |
| KM Capital Management Ltd. | History | Reduced | 12,592 | 757 | 0.51% | 0.5% | 656 | -4,589 | -26.71% | Q1 2026 | May 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 13,393 | 757 | 0.38% | 0.46% | 657 | -1,798 | -11.84% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, LLC | History | Added to | 13,290 | 751 | 0.13% | 0.06% | 659 | +6,447 | 94.21% | Q1 2026 | May 11, 2026 |
| Hirtle & Co., LLC | History | Reduced | 13,286 | 751 | 0.03% | 0.03% | 658 | -6 | -0.05% | Q1 2026 | May 13, 2026 |
| Wallington Asset Management, LLC | History | Added to | 13,270 | 750 | 0.1% | 0.09% | 660 | +390 | 3.03% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 13,237 | 748 | 0.05% | 0.08% | 661 | -3,411 | -20.49% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | Added to | 13,162 | 744 | 0.09% | 0.09% | 662 | +46 | 0.35% | Q1 2026 | Apr 23, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 13,090 | 740 | 0.03% | 0.04% | 663 | -3,281 | -20.04% | Q1 2026 | Apr 16, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 13,050 | 738 | 0.05% | 0.05% | 664 | -557 | -4.09% | Q1 2026 | May 14, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 13,018 | 736 | 0.15% | 0.14% | 665 | +15 | 0.12% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,900 | 729 | 0.0% | — | 666 | +12,900 | New | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,767 | 722 | 0.02% | 0.02% | 668 | +142 | 1.12% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,762 | 722 | 0.02% | 0.03% | 667 | +45 | 0.35% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 12,735 | 720 | 0.0% | 0.0% | 669 | +785 | 6.57% | Q1 2026 | May 13, 2026 |
| Castleview Partners, LLC | History | Added to | 12,733 | 720 | 0.37% | 0.34% | 670 | +538 | 4.41% | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,584 | 712 | 0.01% | 0.01% | 671 | +1,006 | 8.69% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 12,497 | 707 | 0.02% | 0.02% | 672 | +44 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Kovack Advisors, Inc. | History | Added to | 12,363 | 700 | 0.04% | 0.03% | 673 | +60 | 0.49% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 12,286 | 695 | 0.01% | 0.01% | 674 | +871 | 7.63% | Q1 2026 | Apr 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 12,237 | 692 | 0.02% | 0.02% | 675 | -4 | -0.03% | Q1 2026 | Apr 27, 2026 |
| Waterway Wealth Management, LLC | History | New | 12,190 | 689 | 0.15% | — | 676 | +12,190 | New | Q1 2026 | Apr 21, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 12,127 | 686 | 0.08% | 0.11% | 677 | -2,833 | -18.94% | Q1 2026 | Apr 23, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 12,290 | 683 | 0.58% | 0.6% | 678 | -165 | -1.32% | Q1 2026 | Apr 27, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 11,980 | 677 | 0.03% | 0.03% | 679 | -1,858 | -13.43% | Q1 2026 | Apr 29, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 11,963 | 676 | 0.41% | 0.42% | 680 | -81 | -0.67% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 11,934 | 675 | 0.08% | 0.09% | 681 | +15 | 0.13% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 11,893 | 673 | 0.14% | 0.14% | 682 | +3,926 | 49.28% | Q1 2026 | May 11, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 11,842 | 670 | 0.11% | 0.12% | 683 | -610 | -4.9% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,796 | 667 | 0.0% | 0.0% | 684 | -9,283 | -44.04% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 11,793 | 667 | 0.07% | 0.07% | 685 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | New | 11,769 | 665 | 0.05% | — | 686 | +11,769 | New | Q1 2026 | Apr 28, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 11,718 | 663 | 0.16% | 0.21% | 687 | +100 | 0.86% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 11,691 | 661 | 0.05% | 0.08% | 688 | -3,513 | -23.11% | Q1 2026 | Apr 16, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 11,617 | 657 | 0.07% | 0.07% | 689 | -20 | -0.17% | Q1 2026 | May 04, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 11,470 | 648 | 0.29% | 0.54% | 690 | -6,451 | -36.0% | Q1 2026 | Apr 28, 2026 |
| Cadia Private Client LLC | History | Added to | 11,349 | 642 | 0.52% | 0.37% | 691 | +3,034 | 36.49% | Q1 2026 | May 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 11,318 | 640 | 0.3% | 0.33% | 692 | +54 | 0.48% | Q1 2026 | Apr 14, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 11,259 | 637 | 0.17% | 0.16% | 694 | +981 | 9.54% | Q1 2026 | May 11, 2026 |
| Carnegie Investment Counsel | History | No change | 11,259 | 637 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,150 | 630 | 0.0% | 0.0% | 695 | +460 | 4.3% | Q1 2026 | May 13, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 11,068 | 626 | 0.45% | 0.45% | 696 | +201 | 1.85% | Q1 2026 | Apr 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 11,045 | 624 | 0.03% | 0.04% | 697 | +10 | 0.09% | Q1 2026 | May 13, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 10,970 | 620 | 0.66% | 0.72% | 698 | -1,083 | -8.99% | Q1 2026 | Apr 21, 2026 |
| Diversified Enterprises, LLC | History | Added to | 10,972 | 620 | 0.03% | 0.04% | 699 | +24 | 0.22% | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | Added to | 10,879 | 615 | 0.21% | 0.2% | 700 | +276 | 2.6% | Q1 2026 | Apr 22, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 10,817 | 612 | 0.15% | 0.6% | 701 | -726 | -6.29% | Q1 2026 | May 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 10,761 | 608 | 0.08% | 0.1% | 702 | -2,646 | -19.74% | Q1 2026 | Apr 21, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 10,744 | 607 | 0.09% | 0.09% | 703 | +214 | 2.03% | Q1 2026 | Apr 29, 2026 |
| Rossmore Private Capital | History | Reduced | 10,693 | 605 | 0.05% | 0.06% | 704 | -1,400 | -11.58% | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 10,658 | 603 | 0.0% | — | 706 | +10,658 | New | Q1 2026 | May 08, 2026 |
| Prospect Financial Services LLC | History | Added to | 10,665 | 603 | 0.37% | 0.33% | 705 | +396 | 3.86% | Q1 2026 | Apr 24, 2026 |
| HF Advisory Group, LLC | History | Reduced | 10,646 | 602 | 0.21% | 0.24% | 708 | -1,446 | -11.96% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 10,641 | 602 | 0.02% | 0.02% | 707 | -665 | -5.88% | Q1 2026 | Apr 21, 2026 |
| Smithfield Trust Co | History | No change | 10,600 | 600 | 0.03% | 0.03% | 709 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Detalus Advisors, LLC | History | Added to | 10,603 | 599 | 0.14% | 0.15% | 710 | +64 | 0.61% | Q1 2026 | Apr 22, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 10,567 | 597 | 0.0% | 0.06% | 711 | -172,495 | -94.23% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 10,566 | 597 | 0.04% | 0.03% | 712 | +1,396 | 15.22% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,469 | 592 | 0.01% | 0.01% | 713 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fortune 45 LLC | History | Reduced | 10,455 | 591 | 0.29% | 0.36% | 714 | -2,792 | -21.08% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 10,384 | 588 | 0.03% | 0.03% | 715 | +14 | 0.14% | Q1 2026 | May 18, 2026 |
| Peak Wealth Management LLC | History | No change | 10,376 | 587 | 0.48% | 0.49% | 716 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 10,275 | 582 | 0.24% | 0.2% | 717 | +1,756 | 20.61% | Q1 2026 | Apr 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 10,278 | 581 | 0.12% | 0.12% | 718 | -858 | -7.7% | Q1 2026 | Apr 13, 2026 |
| 626 Financial, LLC | History | No change | 10,260 | 580 | 0.26% | 0.25% | 719 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 10,217 | 578 | 0.31% | 0.31% | 720 | -17 | -0.17% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Reduced | 10,138 | 573 | 0.05% | 0.08% | 721 | -4,941 | -32.77% | Q1 2026 | May 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 10,096 | 571 | 0.2% | 0.21% | 722 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 9,784 | 553 | 0.04% | 0.04% | 723 | -71 | -0.72% | Q1 2026 | Apr 10, 2026 |
| Pathway Financial Advisors LLC | History | No change | 9,730 | 551 | 0.07% | 0.07% | 724 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 9,692 | 548 | 0.07% | 0.07% | 725 | -102 | -1.04% | Q1 2026 | Apr 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 9,653 | 546 | 0.02% | 0.02% | 726 | +1,098 | 12.83% | Q1 2026 | Apr 28, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 9,650 | 545 | 0.38% | 0.39% | 727 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bill Few Associates, Inc. | History | Added to | 9,603 | 543 | 0.13% | 0.11% | 729 | +1,412 | 17.24% | Q1 2026 | Apr 08, 2026 |
| DGS Capital Management, LLC | History | Reduced | 9,612 | 543 | 0.09% | 0.1% | 728 | -280 | -2.83% | Q1 2026 | Apr 28, 2026 |
| ALTFEST L J & CO INC | History | Added to | 9,546 | 540 | 0.06% | 0.06% | 730 | +93 | 0.98% | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Reduced | 9,553 | 540 | 0.01% | 0.01% | 731 | -6 | -0.06% | Q1 2026 | May 01, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 9,534 | 539 | 0.47% | 0.41% | 732 | -25,582 | -72.85% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Added to | 9,440 | 534 | 0.04% | 0.04% | 733 | +600 | 6.79% | Q1 2026 | Apr 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 9,434 | 533 | 0.11% | 0.08% | 735 | +2,923 | 44.89% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 9,429 | 533 | 0.16% | 0.16% | 734 | -285 | -2.93% | Q1 2026 | Apr 22, 2026 |
| Brio Consultants, LLC | History | Reduced | 8,848 | 530 | 0.06% | 0.07% | 736 | -268 | -2.94% | Q1 2026 | May 06, 2026 |
| Dynamic Financial Group | History | Added to | 9,339 | 528 | 0.43% | 0.42% | 737 | +738 | 8.58% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 9,246 | 523 | 0.03% | 0.03% | 738 | -1,872 | -16.84% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,231 | 522 | 0.03% | 0.03% | 739 | -194 | -2.06% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 9,218 | 521 | 0.06% | — | 741 | +9,218 | New | Q1 2026 | May 15, 2026 |
| Bluesphere Advisors LLC | History | Added to | 9,223 | 521 | 0.19% | 0.22% | 740 | +525 | 6.04% | Q1 2026 | Apr 22, 2026 |
| VANGUARD GROUP INC | History | No change | 9,061 | 514 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,065 | 512 | 0.0% | 0.0% | 743 | +503 | 5.87% | Q1 2026 | May 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 9,042 | 511 | 0.05% | 0.03% | 744 | +4,581 | 102.69% | Q1 2026 | Apr 30, 2026 |
| Key Capital Management, INC | History | Added to | 9,002 | 509 | 0.34% | 0.02% | 745 | +8,562 | 1945.91% | Q1 2026 | May 07, 2026 |
| First Financial Bank - Trust Division | History | Added to | 8,993 | 508 | 0.04% | 0.04% | 746 | +939 | 11.66% | Q1 2026 | Apr 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 8,891 | 505 | 0.02% | 0.02% | 747 | -13 | -0.15% | Q1 2026 | Apr 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,848 | 500 | 0.0% | 0.0% | 748 | +50 | 0.57% | Q1 2026 | Apr 15, 2026 |
| Portland Financial Advisors Inc | History | Added to | 8,816 | 498 | 1.04% | 1.0% | 750 | +526 | 6.34% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 8,774 | 498 | 0.09% | 0.09% | 749 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 8,749 | 495 | 0.19% | 0.19% | 751 | +25 | 0.29% | Q1 2026 | Apr 21, 2026 |
| Crescent Sterling, Ltd. | History | No change | 8,698 | 492 | 0.48% | 0.51% | 752 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 8,683 | 491 | 0.09% | 1.01% | 753 | -87,080 | -90.93% | Q1 2026 | Apr 22, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 8,670 | 490 | 0.29% | 0.26% | 754 | +945 | 12.23% | Q1 2026 | Apr 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 8,641 | 488 | 0.09% | 0.07% | 755 | +1,604 | 22.79% | Q1 2026 | Apr 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 8,576 | 485 | 0.02% | 0.02% | 756 | -1,919 | -18.28% | Q1 2026 | May 15, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 8,509 | 481 | 0.39% | 0.39% | 757 | -18 | -0.21% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,476 | 480 | 0.03% | 0.02% | 758 | +2,381 | 39.06% | Q1 2026 | May 01, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 8,348 | 472 | 0.4% | 0.52% | 759 | -965 | -10.36% | Q1 2026 | Apr 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 8,321 | 470 | 0.01% | 0.01% | 760 | +159 | 1.95% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Added to | 8,289 | 469 | 0.2% | 0.2% | 761 | +8 | 0.1% | Q1 2026 | May 01, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 8,223 | 465 | 0.13% | 0.12% | 762 | +28 | 0.34% | Q1 2026 | Apr 16, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 8,200 | 464 | 0.42% | 0.49% | 764 | -1,144 | -12.24% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | Added to | 8,201 | 464 | 0.02% | 0.03% | 763 | +169 | 2.1% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,114 | 459 | 0.01% | 0.01% | 765 | +963 | 13.47% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 7,652 | 458 | 0.08% | 0.11% | 766 | -3,700 | -32.59% | Q1 2026 | May 08, 2026 |
| GDS Wealth Management | History | Added to | 8,056 | 455 | 0.03% | 0.03% | 767 | +8 | 0.1% | Q1 2026 | Apr 27, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 8,021 | 453 | 0.21% | 0.23% | 768 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Arax Advisory Partners | History | Reduced | 7,992 | 452 | 0.01% | 0.01% | 769 | -405 | -4.82% | Q1 2026 | May 13, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 7,984 | 451 | 0.14% | 0.14% | 770 | -131 | -1.61% | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | Reduced | 7,949 | 449 | 0.03% | 0.04% | 771 | -2,030 | -20.34% | Q1 2026 | May 08, 2026 |
| Johnson Wealth Management, LLC | History | No change | 7,937 | 449 | 0.22% | 0.22% | 772 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Square, LLC | History | Added to | 7,572 | 447 | 0.21% | 0.2% | 773 | +810 | 11.98% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 7,892 | 446 | 0.1% | 0.1% | 774 | +650 | 8.98% | Q1 2026 | Apr 22, 2026 |
| Snider Financial Group | History | Reduced | 7,853 | 444 | 0.13% | 2.03% | 775 | -126,117 | -94.14% | Q1 2026 | Apr 15, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | New | 7,830 | 443 | 0.11% | — | 777 | +7,830 | New | Q1 2026 | Apr 07, 2026 |
| South Shore Capital Advisors | History | Added to | 7,835 | 443 | 0.32% | 0.31% | 776 | +455 | 6.17% | Q1 2026 | Apr 28, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 7,815 | 442 | 0.36% | 0.38% | 780 | +350 | 4.69% | Q1 2026 | May 05, 2026 |
| Narus Financial Partners, LLC | History | Added to | 7,817 | 442 | 0.12% | 0.12% | 778 | +168 | 2.2% | Q1 2026 | Apr 21, 2026 |
| Net Worth Advisory Group | History | Added to | 7,815 | 442 | 0.09% | 0.09% | 779 | +29 | 0.37% | Q1 2026 | May 05, 2026 |
| Daviman Financial, LLC | History | Reduced | 7,753 | 438 | 0.26% | 0.3% | 781 | -1,394 | -15.24% | Q1 2026 | Apr 23, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 7,739 | 437 | 0.05% | 0.06% | 782 | -706 | -8.36% | Q1 2026 | Apr 27, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,713 | 436 | 0.01% | 0.01% | 783 | -3,304 | -29.99% | Q1 2026 | Apr 08, 2026 |
| Darrow Company, Inc. | History | Reduced | 7,841 | 436 | 0.2% | 0.23% | 784 | -1,252 | -13.77% | Q1 2026 | Apr 20, 2026 |
| Sage Mountain Advisors LLC | History | No change | 7,660 | 433 | 0.03% | 0.02% | 785 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 7,627 | 431 | 0.01% | 0.01% | 786 | -450 | -5.57% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 7,602 | 430 | 0.0% | 0.0% | 787 | -2,998 | -28.28% | Q1 2026 | May 05, 2026 |
| Integrity Wealth Partners, LLC | History | New | 7,578 | 428 | 0.39% | — | 788 | +7,578 | New | Q1 2026 | Apr 27, 2026 |
| Black Diamond Financial, LLC | History | Added to | 7,532 | 426 | 0.05% | 0.03% | 790 | +2,837 | 60.43% | Q1 2026 | May 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 7,535 | 426 | 0.03% | 0.03% | 789 | -923 | -10.91% | Q1 2026 | May 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 7,359 | 416 | 0.03% | 0.03% | 791 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Leo Wealth, LLC | History | Added to | 7,350 | 415 | 0.03% | 0.02% | 792 | +1,518 | 26.03% | Q1 2026 | May 05, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 7,227 | 408 | 0.11% | 0.2% | 793 | -5,401 | -42.77% | Q1 2026 | May 11, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 7,209 | 407 | 0.38% | — | 796 | +7,209 | New | Q1 2026 | May 15, 2026 |
| DRAVO BAY LLC | History | Added to | 7,207 | 407 | 0.17% | 0.13% | 795 | +1,606 | 28.67% | Q1 2026 | May 07, 2026 |
| Somerset Trust Co | History | Reduced | 7,210 | 407 | 0.12% | 0.13% | 794 | -239 | -3.21% | Q1 2026 | Apr 02, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 7,185 | 406 | 0.1% | 0.11% | 798 | +303 | 4.4% | Q1 2026 | Apr 16, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 7,189 | 406 | 0.08% | 0.08% | 797 | -171 | -2.32% | Q1 2026 | Apr 21, 2026 |
| Allie Family Office LLC | History | No change | 7,159 | 405 | 0.18% | 0.19% | 799 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7,131 | 403 | 0.01% | — | 802 | +7,131 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 7,094 | 403 | 0.0% | 0.0% | 800 | -243 | -3.31% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | No change | 7,131 | 403 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 7,114 | 402 | 0.06% | 0.07% | 803 | -944 | -11.72% | Q1 2026 | May 11, 2026 |
| Keebeck Wealth Management | History | No change | 7,116 | 402 | 0.05% | 0.05% | 804 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Iowa State Bank | History | No change | 7,100 | 401 | 0.07% | 0.08% | 805 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 7,056 | 399 | 0.18% | 0.19% | 807 | -990 | -12.3% | Q1 2026 | May 08, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 7,069 | 399 | 0.16% | 0.16% | 806 | +10 | 0.14% | Q1 2026 | May 08, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 7,019 | 397 | 0.1% | 0.12% | 809 | -621 | -8.13% | Q1 2026 | Apr 10, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 7,018 | 397 | 0.14% | 0.15% | 808 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 7,002 | 396 | 0.01% | 0.02% | 810 | -9,010 | -56.27% | Q1 2026 | May 13, 2026 |
| Cassilly Financial Group LLC | History | Added to | 6,961 | 393 | 0.34% | 0.34% | 812 | +196 | 2.9% | Q1 2026 | Apr 10, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 6,954 | 393 | 0.11% | 0.12% | 811 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Truepoint, Inc. | History | Reduced | 6,940 | 392 | 0.01% | 0.01% | 813 | -329 | -4.53% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | No change | 6,939 | 392 | 0.01% | 0.01% | 814 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 6,856 | 387 | 0.48% | 6.08% | 815 | -201,458 | -96.71% | Q1 2026 | May 11, 2026 |
| FWG Investments, LLC. | History | Reduced | 6,832 | 386 | 0.25% | 0.27% | 816 | -631 | -8.46% | Q1 2026 | Apr 21, 2026 |
| ETF Store, Inc. | History | Added to | 6,813 | 385 | 0.37% | 0.39% | 817 | +12 | 0.18% | Q1 2026 | Apr 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 6,804 | 384 | 0.04% | 0.05% | 818 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 6,753 | 382 | 0.02% | 0.01% | 819 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 6,740 | 381 | 0.01% | 0.01% | 820 | -3,202 | -32.21% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,695 | 378 | 0.01% | 0.01% | 821 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ZEGA Investments, LLC | History | Added to | 6,674 | 377 | 0.04% | 0.03% | 823 | +2,803 | 72.41% | Q1 2026 | May 08, 2026 |
| Colonial River Investments, LLC | History | Reduced | 6,674 | 377 | 0.14% | 0.17% | 822 | -1,819 | -21.42% | Q1 2026 | Apr 27, 2026 |
| NWF Advisory Services Inc. | History | Added to | 6,672 | 377 | 0.04% | 0.03% | 824 | +1,297 | 24.13% | Q1 2026 | May 04, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 6,584 | 372 | 0.24% | 0.32% | 826 | -707 | -9.7% | Q1 2026 | Apr 28, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 6,581 | 372 | 0.13% | 0.13% | 825 | +35 | 0.53% | Q1 2026 | Apr 09, 2026 |
| JMN Financial LLC | History | Reduced | 6,565 | 371 | 0.36% | 0.39% | 827 | -279 | -4.08% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | New | 6,519 | 368 | 0.06% | — | 828 | +6,519 | New | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 6,494 | 367 | 0.01% | 0.01% | 829 | +17 | 0.26% | Q1 2026 | May 12, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 6,475 | 366 | 0.17% | 0.11% | 830 | +2,400 | 58.9% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 6,485 | 366 | 0.04% | 0.03% | 831 | +1,708 | 35.75% | Q1 2026 | Apr 23, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 6,469 | 366 | 0.35% | 0.37% | 832 | -799 | -10.99% | Q1 2026 | May 12, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 6,396 | 361 | 0.08% | 0.08% | 833 | -4 | -0.06% | Q1 2026 | Apr 14, 2026 |
| WNY Asset Management, LLC | History | New | 6,370 | 360 | 0.04% | — | 834 | +6,370 | New | Q1 2026 | May 22, 2026 |
| Stiles Financial Services Inc | History | Added to | 6,350 | 359 | 0.11% | 0.11% | 836 | +82 | 1.31% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,358 | 359 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vawter Financial, Ltd. | History | No change | 6,354 | 359 | 0.15% | 0.15% | 837 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ballast, Inc. | History | Reduced | 6,331 | 358 | 0.08% | 0.09% | 838 | -135 | -2.09% | Q1 2026 | May 15, 2026 |
| Curran Financial Partners, LLC | History | No change | 6,327 | 357 | 0.06% | 0.07% | 839 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 6,297 | 356 | 0.02% | 0.02% | 840 | +937 | 17.48% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 6,290 | 355 | 0.0% | 0.0% | 841 | +295 | 4.92% | Q1 2026 | May 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 6,273 | 354 | 0.07% | 0.07% | 842 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LCNB CORP | History | No change | 6,250 | 353 | 0.12% | 0.12% | 843 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 6,226 | 352 | 0.09% | 0.14% | 845 | -2,116 | -25.37% | Q1 2026 | May 08, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 6,228 | 352 | 0.12% | 0.12% | 844 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 6,212 | 351 | 0.03% | 0.03% | 846 | +20 | 0.32% | Q1 2026 | Apr 15, 2026 |
| Virtue Capital Management, LLC | History | New | 6,273 | 349 | 0.05% | — | 848 | +6,273 | New | Q1 2026 | May 07, 2026 |
| Cascade Financial Partners, LLC | History | New | 6,180 | 349 | 0.04% | — | 849 | +6,180 | New | Q1 2026 | May 12, 2026 |
| Grandview Asset Management LLC | History | Reduced | 6,182 | 349 | 0.1% | 0.11% | 847 | -839 | -11.95% | Q1 2026 | May 07, 2026 |
| Focused Wealth Management, Inc | History | Added to | 6,107 | 345 | 0.04% | 0.04% | 850 | +45 | 0.74% | Q1 2026 | Apr 20, 2026 |
| Berkeley, Inc | History | No change | 6,104 | 345 | 0.12% | 0.11% | 851 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 6,076 | 343 | 0.16% | 0.17% | 852 | +22 | 0.36% | Q1 2026 | May 05, 2026 |
| Second Line Capital, LLC | History | Added to | 5,719 | 342 | 0.06% | 0.05% | 853 | +1,038 | 22.17% | Q1 2026 | May 14, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 6,060 | 342 | 0.13% | 0.14% | 854 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,033 | 341 | 0.01% | 0.01% | 855 | -10,796 | -64.15% | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 6,013 | 340 | 0.01% | 0.02% | 856 | -5,793 | -49.07% | Q1 2026 | May 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,987 | 338 | 0.0% | 0.0% | 857 | +718 | 13.63% | Q1 2026 | May 08, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,770 | 334 | 0.04% | 0.04% | 859 | -159 | -2.68% | Q1 2026 | Apr 22, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 5,918 | 334 | 0.1% | 0.1% | 858 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Lynx Investment Advisory | History | Reduced | 5,889 | 333 | 0.16% | 0.25% | 861 | -2,114 | -26.42% | Q1 2026 | Apr 24, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 5,900 | 333 | 0.03% | 0.03% | 860 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 5,860 | 331 | 0.08% | 0.08% | 862 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GoalVest Advisory LLC | History | No change | 5,860 | 331 | 0.06% | 0.06% | 863 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 5,844 | 330 | 0.0% | 0.0% | 864 | +82 | 1.42% | Q1 2026 | May 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 5,842 | 330 | 0.17% | 0.17% | 865 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 5,820 | 329 | 0.24% | 0.25% | 866 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 5,811 | 328 | 0.23% | 0.25% | 868 | -172 | -2.87% | Q1 2026 | May 19, 2026 |
| Essex Bank | History | Reduced | 5,800 | 328 | 0.07% | 0.07% | 867 | -47 | -0.8% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 5,762 | 326 | 0.0% | 0.0% | 869 | +200 | 3.6% | Q1 2026 | Apr 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 5,754 | 325 | 0.11% | 0.12% | 870 | +13 | 0.23% | Q1 2026 | Apr 08, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 5,747 | 325 | 0.27% | 0.2% | 871 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortitude Financial, LLC | History | Reduced | 5,727 | 324 | 0.17% | 0.32% | 872 | -839 | -12.78% | Q1 2026 | Apr 23, 2026 |
| Aprio Wealth Management, LLC | History | New | 5,720 | 323 | 0.02% | — | 873 | +5,720 | New | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 5,674 | 321 | 0.11% | 0.12% | 876 | -1,057 | -15.7% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,683 | 321 | 0.01% | 0.01% | 875 | -39 | -0.68% | Q1 2026 | Apr 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,690 | 321 | 0.0% | 0.0% | 874 | +3 | 0.05% | Q1 2026 | Apr 07, 2026 |
| Tidemark, LLC | History | Reduced | 5,661 | 320 | 0.08% | 0.09% | 878 | -232 | -3.94% | Q1 2026 | May 07, 2026 |
| Cadence Bank | History | No change | 5,636 | 320 | 0.02% | 0.02% | 877 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sharper & Granite LLC | History | Reduced | 5,649 | 319 | 0.11% | 0.12% | 879 | -275 | -4.64% | Q1 2026 | Apr 08, 2026 |
| Fiduciary Group, LLC | History | Added to | 5,547 | 313 | 0.03% | 0.03% | 880 | +283 | 5.38% | Q1 2026 | May 11, 2026 |
| Old Peak Finance LLC | History | No change | 5,511 | 311 | 0.18% | 0.19% | 881 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Procyon Advisors, LLC | History | New | 5,483 | 310 | 0.02% | — | 882 | +5,483 | New | Q1 2026 | May 04, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 5,464 | 309 | 0.04% | 0.04% | 883 | -307 | -5.32% | Q1 2026 | Apr 22, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 5,435 | 307 | 0.13% | 0.13% | 884 | -279 | -4.88% | Q1 2026 | Apr 22, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 5,195 | 304 | 0.01% | 0.01% | 885 | -601 | -10.37% | Q1 2026 | May 15, 2026 |
| Tranquility Partners, LLC | History | Reduced | 5,362 | 303 | 0.11% | 0.11% | 886 | -58 | -1.07% | Q1 2026 | Apr 20, 2026 |
| Hegarty Advisors, LLC | History | Added to | 5,369 | 303 | 0.24% | 0.26% | 887 | +11 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 5,348 | 302 | 0.01% | 0.01% | 888 | -37 | -0.69% | Q1 2026 | Apr 16, 2026 |
| Shulman DeMeo Asset Management LLC | History | New | 5,333 | 301 | 0.06% | — | 890 | +5,333 | New | Q1 2026 | Apr 09, 2026 |
| KLCM Advisors, Inc. | History | New | 5,327 | 301 | 0.03% | — | 889 | +5,327 | New | Q1 2026 | Apr 30, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 5,313 | 300 | 0.02% | 0.03% | 892 | -2,572 | -32.62% | Q1 2026 | Apr 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,309 | 300 | 0.02% | 0.02% | 891 | +172 | 3.35% | Q1 2026 | May 12, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 5,291 | 299 | 0.03% | 0.03% | 893 | +7 | 0.13% | Q1 2026 | Apr 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 5,220 | 295 | 0.0% | — | 894 | +5,220 | New | Q1 2026 | Apr 27, 2026 |
| Erickson Financial Group, LLC | History | No change | 5,182 | 293 | 0.18% | 0.18% | 895 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | New | 5,164 | 292 | 0.02% | — | 896 | +5,164 | New | Q1 2026 | Apr 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 5,091 | 288 | 0.01% | 0.01% | 898 | -2,067 | -28.88% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 5,094 | 288 | 0.02% | 0.02% | 897 | -175 | -3.32% | Q1 2026 | Apr 20, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 5,100 | 288 | 0.14% | 0.13% | 899 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Three Arch Wealth Management LLC | History | No change | 5,094 | 288 | 0.05% | 0.05% | 900 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 5,074 | 287 | 0.15% | 0.16% | 901 | +64 | 1.28% | Q1 2026 | May 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 5,046 | 285 | 0.06% | 0.06% | 902 | -100 | -1.94% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 5,021 | 284 | 0.0% | 0.0% | 905 | +290 | 6.13% | Q1 2026 | Apr 27, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 5,034 | 284 | 0.21% | 0.21% | 904 | -90 | -1.76% | Q1 2026 | May 05, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 5,026 | 284 | 0.07% | 0.07% | 903 | +2 | 0.04% | Q1 2026 | May 01, 2026 |
| Ariadne Wealth Management, LP | History | No change | 5,029 | 284 | 0.13% | 0.12% | 906 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 4,970 | 281 | 0.08% | 0.1% | 907 | -1,247 | -20.06% | Q1 2026 | Apr 16, 2026 |
| Interchange Capital Partners, LLC | History | No change | 5,501 | 280 | 0.09% | 0.06% | 908 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SMART Wealth LLC | History | Reduced | 4,944 | 279 | 0.08% | 0.12% | 909 | -2,021 | -29.02% | Q1 2026 | Apr 23, 2026 |
| Kaizen Financial Strategies | History | Added to | 4,758 | 278 | 0.12% | 0.12% | 910 | +18 | 0.38% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | New | 4,876 | 275 | 0.0% | — | 911 | +4,876 | New | Q1 2026 | May 14, 2026 |
| Marion Wealth Management | History | Added to | 4,857 | 274 | 0.06% | 0.06% | 914 | +14 | 0.29% | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 4,848 | 274 | 0.01% | 0.01% | 912 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,847 | 274 | 0.0% | 0.0% | 913 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | No change | 4,830 | 273 | 0.15% | 0.15% | 915 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glenview Trust Co | History | No change | 4,834 | 273 | 0.0% | 0.0% | 916 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, Inc. | History | No change | 4,819 | 272 | 0.01% | 0.01% | 917 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 4,770 | 269 | 0.05% | 0.05% | 918 | -175 | -3.54% | Q1 2026 | Apr 16, 2026 |
| KPP Advisory Services LLC | History | Reduced | 4,729 | 267 | 0.04% | 0.04% | 919 | -542 | -10.28% | Q1 2026 | Apr 24, 2026 |
| Wise Wealth Partners | History | Added to | 4,735 | 267 | 0.36% | 0.38% | 920 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Global View Capital Management LLC | History | Reduced | 4,718 | 266 | 0.07% | 0.05% | 923 | -454 | -8.78% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,707 | 266 | 0.0% | 0.0% | 922 | +104 | 2.26% | Q1 2026 | Apr 27, 2026 |
| Fusion Family Wealth, LLC | History | No change | 4,706 | 266 | 0.02% | 0.02% | 921 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 4,701 | 265 | 0.07% | 0.08% | 925 | -424 | -8.27% | Q1 2026 | Apr 14, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 4,499 | 265 | 0.04% | 0.04% | 924 | -15 | -0.33% | Q1 2026 | May 11, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 4,642 | 262 | 0.14% | 0.14% | 928 | +17 | 0.37% | Q1 2026 | Apr 22, 2026 |
| Elm Partners Management LLC | History | No change | 4,710 | 262 | 0.01% | 0.01% | 926 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Valued Retirements, Inc. | History | No change | 4,631 | 262 | 0.26% | 0.26% | 927 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chris Bulman Inc | History | Reduced | 4,620 | 261 | 0.11% | 0.13% | 929 | -540 | -10.47% | Q1 2026 | Apr 13, 2026 |
| Up Capital Management, Inc. | History | Added to | 4,622 | 261 | 0.29% | 0.23% | 930 | +12 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Tactive Advisors, LLC | History | No change | 4,600 | 260 | 0.07% | 0.08% | 931 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Guardian Capital, LLC | History | New | 4,548 | 257 | 0.25% | — | 932 | +4,548 | New | Q1 2026 | May 11, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 4,529 | 256 | 0.08% | 0.1% | 933 | -256 | -5.35% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 4,506 | 254 | 0.03% | 0.03% | 935 | -271 | -5.67% | Q1 2026 | May 14, 2026 |
| Intellectus Partners, LLC | History | No change | 4,500 | 254 | 0.05% | 0.05% | 934 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 4,481 | 253 | 0.09% | 0.11% | 936 | -557 | -11.06% | Q1 2026 | Apr 09, 2026 |
| Goldstein Advisors, LLC | History | Added to | 4,473 | 253 | 0.03% | 0.03% | 937 | +25 | 0.56% | Q1 2026 | Apr 28, 2026 |
| Note Advisors, LLC | History | No change | 4,484 | 253 | 0.13% | 0.13% | 938 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | No change | 4,454 | 252 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 4,422 | 250 | 0.15% | 0.15% | 941 | +331 | 8.09% | Q1 2026 | Apr 27, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 4,434 | 250 | 0.01% | 0.02% | 940 | -291 | -6.16% | Q1 2026 | May 07, 2026 |
| Grantvest Financial Group LLC | History | Added to | 4,424 | 250 | 0.16% | 0.16% | 942 | +99 | 2.29% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,386 | 248 | 0.0% | 0.0% | 943 | -1,099 | -20.04% | Q1 2026 | Apr 24, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 4,379 | 247 | 0.19% | 0.49% | 944 | -6,707 | -60.5% | Q1 2026 | Apr 20, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 4,350 | 246 | 0.1% | 0.09% | 946 | +241 | 5.87% | Q1 2026 | Apr 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 4,352 | 246 | 0.03% | 0.03% | 945 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 4,337 | 245 | 0.02% | 0.02% | 949 | -1,108 | -20.35% | Q1 2026 | May 12, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 4,340 | 245 | 0.16% | 0.15% | 948 | -240 | -5.24% | Q1 2026 | Apr 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 4,315 | 245 | 0.21% | 0.21% | 947 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LexAurum Advisors, LLC | History | New | 4,328 | 244 | 0.03% | — | 951 | +4,328 | New | Q1 2026 | Apr 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 4,320 | 244 | 0.02% | 0.02% | 950 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Oath Planning, LLC | History | Added to | 4,299 | 243 | 0.22% | 0.24% | 953 | +16 | 0.37% | Q1 2026 | May 08, 2026 |
| Walleye Partners, LLC | History | No change | 4,300 | 243 | 0.3% | 0.27% | 952 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Howard Capital Management Group, LLC | History | No change | 4,273 | 241 | 0.02% | 0.02% | 954 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 4,289 | 238 | 0.02% | 0.01% | 955 | +7 | 0.16% | Q1 2026 | Apr 24, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 4,161 | 235 | 0.03% | 0.04% | 957 | -1,336 | -24.3% | Q1 2026 | May 04, 2026 |
| Forza Wealth Management, LLC | History | No change | 4,165 | 235 | 0.08% | 0.09% | 956 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Accel Wealth Management | History | Reduced | 4,139 | 234 | 0.06% | 0.07% | 958 | -383 | -8.47% | Q1 2026 | Apr 08, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 4,132 | 233 | 0.01% | 0.01% | 960 | -46 | -1.1% | Q1 2026 | Apr 30, 2026 |
| TCTC Holdings, LLC | History | No change | 4,123 | 233 | 0.01% | 0.01% | 959 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisor Resource Council | History | Added to | 4,112 | 232 | 0.08% | 0.08% | 962 | +288 | 7.53% | Q1 2026 | May 07, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 3,869 | 232 | 0.0% | 0.0% | 961 | +227 | 6.23% | Q1 2026 | May 11, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 4,043 | 228 | 0.07% | — | 963 | +4,043 | New | Q1 2026 | May 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,025 | 227 | 0.03% | 0.03% | 964 | -58 | -1.42% | Q1 2026 | May 05, 2026 |
| Empower Advisory Group, LLC | History | New | 4,004 | 226 | 0.0% | — | 969 | +4,004 | New | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 3,997 | 226 | 0.03% | 0.04% | 967 | -1,078 | -21.24% | Q1 2026 | May 11, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 4,004 | 226 | 0.2% | 0.21% | 966 | -230 | -5.43% | Q1 2026 | May 04, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 4,008 | 226 | 0.09% | 0.08% | 968 | +176 | 4.59% | Q1 2026 | Apr 20, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 4,000 | 226 | 0.12% | 0.13% | 965 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Veracity Capital LLC | History | Reduced | 3,985 | 225 | 0.08% | 0.07% | 970 | -102 | -2.5% | Q1 2026 | Apr 09, 2026 |
| IFS Group,LLC | History | New | 3,976 | 224 | 0.2% | — | 972 | +3,976 | New | Q1 2026 | May 18, 2026 |
| Winch Advisory Services, LLC | History | Added to | 3,975 | 224 | 0.05% | 0.05% | 971 | +88 | 2.26% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,923 | 222 | 0.06% | 0.06% | 973 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BAYBAN | History | Reduced | 3,917 | 221 | 0.19% | 0.22% | 974 | -545 | -12.21% | Q1 2026 | Apr 24, 2026 |
| COWA, LLC | History | Reduced | 3,900 | 220 | 0.06% | 0.14% | 976 | -4,000 | -50.63% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 3,968 | 220 | 0.0% | — | 978 | +3,968 | New | Q1 2026 | May 12, 2026 |
| Asio Capital, LLC | History | No change | 3,903 | 220 | 0.03% | 0.03% | 975 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 3,903 | 220 | 0.03% | 0.03% | 977 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,876 | 219 | 0.0% | 0.0% | 979 | +967 | 33.24% | Q1 2026 | May 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 3,886 | 219 | 0.06% | 0.06% | 980 | +14 | 0.36% | Q1 2026 | Apr 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 3,845 | 217 | 0.0% | — | 981 | +3,845 | New | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | No change | 3,833 | 216 | 0.03% | 0.03% | 982 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PEOPLES BANK /OH | History | New | 3,816 | 215 | 0.13% | — | 985 | +3,816 | New | Q1 2026 | Apr 24, 2026 |
| Point72 Asset Management, L.P. | History | No change | 3,800 | 215 | 0.0% | 0.0% | 983 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | No change | 3,816 | 215 | 0.03% | 0.03% | 984 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 3,798 | 214 | 0.14% | 0.13% | 986 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 3,649 | 213 | 0.01% | 0.02% | 988 | -401 | -9.9% | Q1 2026 | Apr 20, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 3,780 | 213 | 0.03% | 0.03% | 987 | +6 | 0.16% | Q1 2026 | May 14, 2026 |
| Keenan, LLC | History | No change | 3,756 | 212 | 0.18% | 0.19% | 989 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 3,674 | 207 | 0.04% | 0.04% | 990 | +1 | 0.03% | Q1 2026 | Apr 15, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 3,675 | 207 | 0.1% | 0.1% | 991 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,652 | 206 | 0.08% | 0.07% | 992 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 3,627 | 205 | 0.02% | — | 994 | +3,627 | New | Q1 2026 | May 06, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 3,631 | 205 | 0.12% | 0.12% | 993 | -39 | -1.06% | Q1 2026 | Apr 22, 2026 |
| AGH Wealth Advisors, LLC | History | New | 3,601 | 203 | 0.15% | — | 998 | +3,601 | New | Q1 2026 | Apr 22, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 3,453 | 203 | 0.03% | 0.04% | 996 | -38 | -1.09% | Q1 2026 | May 08, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 3,597 | 203 | 0.02% | 0.02% | 995 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,589 | 203 | 0.01% | 0.02% | 997 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NWAM LLC | History | Reduced | 3,562 | 201 | 0.01% | 0.01% | 999 | -177 | -4.73% | Q1 2026 | May 04, 2026 |
| Emerald Advisors, LLC | History | Reduced | 3,553 | 201 | 0.02% | 0.03% | 1000 | -69 | -1.91% | Q1 2026 | Apr 23, 2026 |
| Falcon Wealth Planning | History | No change | 3,558 | 201 | 0.01% | 0.02% | 1001 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 3,570 | 201 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Graetz Wealth LLC | History | Reduced | 3,535 | 200 | 0.18% | 0.21% | 1005 | -459 | -11.49% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Reduced | 3,548 | 200 | 0.03% | 0.03% | 1003 | -65 | -1.8% | Q1 2026 | May 01, 2026 |
| AdviceOne Advisory Services, LLC | History | No change | 3,542 | 200 | 0.12% | 0.12% | 1004 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,506 | 198 | 0.01% | 0.01% | 1006 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 3,450 | 195 | 0.03% | 0.03% | 1008 | +175 | 5.34% | Q1 2026 | Apr 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3,450 | 195 | 0.05% | 0.05% | 1007 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,418 | 193 | 0.0% | 0.0% | 1009 | +1,300 | 61.38% | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | No change | 3,383 | 191 | 0.02% | 0.02% | 1010 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 3,293 | 186 | 0.02% | 0.02% | 1011 | -29 | -0.87% | Q1 2026 | Apr 14, 2026 |
| Operose Advisors LLC | History | Added to | 3,202 | 181 | 0.04% | 0.04% | 1012 | +435 | 15.72% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 3,179 | 179 | 0.02% | 0.02% | 1013 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,076 | 174 | 0.0% | 0.0% | 1014 | +115 | 3.88% | Q1 2026 | Apr 27, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 3,026 | 171 | 0.12% | 0.13% | 1015 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 2,959 | 167 | 0.0% | 0.0% | 1018 | +253 | 9.35% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,961 | 167 | 0.0% | 0.0% | 1016 | -34 | -1.14% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,964 | 167 | 0.01% | 0.01% | 1017 | -26 | -0.87% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,872 | 162 | 0.0% | 0.0% | 1019 | +1,612 | 127.94% | Q1 2026 | May 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,774 | 156 | 0.05% | 0.05% | 1020 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Co / SC | History | No change | 2,800 | 155 | 0.02% | 0.02% | 1021 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,707 | 153 | 0.0% | 0.0% | 1022 | -167 | -5.81% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Added to | 2,547 | 144 | 0.03% | 0.02% | 1023 | +1,037 | 68.68% | Q1 2026 | May 04, 2026 |
| Heritage Wealth Advisors | History | No change | 2,494 | 141 | 0.01% | 0.01% | 1024 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 2,409 | 136 | 0.21% | — | 1025 | +2,409 | New | Q1 2026 | May 04, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,403 | 135 | 0.1% | 0.1% | 1026 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Urban Financial Advisory Corp | History | Added to | 2,290 | 129 | 0.05% | 0.05% | 1027 | +8 | 0.35% | Q1 2026 | May 08, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,265 | 128 | 0.06% | 0.07% | 1028 | -51 | -2.2% | Q1 2026 | Apr 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,235 | 126 | 0.01% | 0.01% | 1029 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2,164 | 122 | 0.0% | 0.0% | 1030 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Independence Bank of Kentucky | History | No change | 2,159 | 122 | 0.02% | 0.02% | 1031 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,115 | 119 | 0.04% | 0.04% | 1032 | +8 | 0.38% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,042 | 116 | 0.0% | 0.0% | 1033 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,946 | 110 | 0.0% | — | 1034 | +1,946 | New | Q1 2026 | Apr 09, 2026 |
| NBT BANK N A /NY | History | Added to | 1,825 | 103 | 0.01% | 0.01% | 1035 | +824 | 82.32% | Q1 2026 | Apr 28, 2026 |
| Bare Financial Services, Inc | History | Reduced | 1,830 | 103 | 0.03% | 0.03% | 1036 | -170 | -8.5% | Q1 2026 | May 14, 2026 |
| Strive Financial Group ,LLC | History | Added to | 1,792 | 101 | 0.05% | 0.05% | 1037 | +1 | 0.06% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 1,765 | 99 | 0.0% | — | 1038 | +1,765 | New | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,747 | 98 | 0.01% | — | 1040 | +1,747 | New | Q1 2026 | Apr 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,737 | 98 | 0.07% | 0.08% | 1039 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,676 | 94 | 0.05% | 0.06% | 1041 | +7 | 0.42% | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | New | 1,648 | 93 | 0.03% | — | 1043 | +1,648 | New | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 1,658 | 93 | 0.02% | 0.02% | 1042 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,628 | 92 | 0.02% | 0.02% | 1044 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MASECO LLP | History | No change | 1,606 | 90 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pacific Center for Financial Services | History | No change | 1,580 | 89 | 0.02% | 0.02% | 1046 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,533 | 86 | 0.01% | 0.01% | 1047 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hickory Point Bank & Trust | History | New | 1,507 | 85 | 0.06% | — | 1049 | +1,507 | New | Q1 2026 | Apr 03, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,514 | 85 | 0.05% | 0.05% | 1048 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Knuff & Co LLC | History | New | 1,502 | 84 | 0.03% | — | 1050 | +1,502 | New | Q1 2026 | May 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 1,459 | 82 | 0.04% | — | 1053 | +1,459 | New | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | No change | 1,450 | 82 | 0.01% | 0.01% | 1051 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | No change | 1,461 | 82 | 0.02% | 0.02% | 1052 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,360 | 76 | 0.02% | — | 1055 | +1,360 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,360 | 76 | 0.02% | 0.02% | 1054 | +5 | 0.37% | Q1 2026 | May 13, 2026 |
| Trust Co | History | Added to | 1,339 | 75 | 0.01% | 0.0% | 1056 | +615 | 84.94% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,259 | 75 | 0.01% | 0.01% | 1057 | +5 | 0.4% | Q1 2026 | May 06, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 1,291 | 73 | 0.03% | 0.05% | 1059 | -577 | -30.89% | Q1 2026 | May 12, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 1,304 | 73 | 0.01% | 0.01% | 1058 | +4 | 0.31% | Q1 2026 | Apr 08, 2026 |
| STEPH & CO | History | Added to | 1,279 | 72 | 0.02% | 0.01% | 1060 | +394 | 44.52% | Q1 2026 | Apr 17, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,196 | 67 | 0.01% | 0.01% | 1061 | +384 | 47.29% | Q1 2026 | Apr 24, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 1,160 | 65 | 0.01% | 0.01% | 1063 | -278 | -19.33% | Q1 2026 | May 04, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,157 | 65 | 0.03% | 0.02% | 1062 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Asset Dedication, LLC | History | No change | 1,122 | 63 | 0.0% | 0.0% | 1064 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 1,112 | 62 | 0.02% | 0.01% | 1065 | +127 | 12.89% | Q1 2026 | Apr 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,068 | 60 | 0.0% | 0.0% | 1066 | +17 | 1.62% | Q1 2026 | May 07, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,044 | 59 | 0.02% | 0.02% | 1067 | +37 | 3.67% | Q1 2026 | May 12, 2026 |
| Access Investment Management LLC | History | No change | 1,050 | 59 | 0.02% | 0.02% | 1068 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 1,021 | 57 | 0.02% | 0.02% | 1069 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,024 | 57 | 0.03% | 0.03% | 1070 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SouthState Bank Corp | History | New | 1,000 | 56 | 0.0% | — | 1073 | +1,000 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,000 | 56 | 0.0% | 0.01% | 1072 | -964 | -49.08% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,000 | 56 | 0.0% | 0.0% | 1071 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | No change | 911 | 51 | 0.01% | 0.01% | 1074 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 898 | 50 | 0.0% | — | 1076 | +898 | New | Q1 2026 | Apr 29, 2026 |
| Byrne Asset Management LLC | History | Reduced | 172 | 50 | 0.03% | 0.03% | 1075 | -5 | -2.82% | Q1 2026 | Apr 02, 2026 |
| Essential Partners LLC | History | No change | 869 | 49 | 0.02% | 0.02% | 1077 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 841 | 47 | 0.02% | 0.02% | 1078 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 840 | 47 | 0.03% | 0.04% | 1079 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TopTier Wealth Management, LLC | History | New | 810 | 45 | 0.03% | — | 1083 | +810 | New | Q1 2026 | May 05, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 806 | 45 | 0.01% | — | 1082 | +806 | New | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 796 | 45 | 0.0% | 0.0% | 1080 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TFC Financial Management, Inc. | History | No change | 799 | 45 | 0.01% | 0.01% | 1081 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 750 | 42 | 0.01% | 0.0% | 1084 | +406 | 118.02% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | Reduced | 739 | 41 | 0.0% | 0.01% | 1085 | -537 | -42.08% | Q1 2026 | May 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 735 | 41 | 0.01% | 0.01% | 1086 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 710 | 40 | 0.0% | 0.0% | 1087 | +2 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Kilter Group LLC | History | No change | 721 | 40 | 0.02% | 0.02% | 1088 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | New | 696 | 39 | 0.0% | — | 1091 | +696 | New | Q1 2026 | May 07, 2026 |
| CURIO WEALTH, LLC | History | Added to | 705 | 39 | 0.01% | 0.01% | 1090 | +3 | 0.43% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 692 | 39 | 0.0% | 0.0% | 1089 | +2 | 0.29% | Q1 2026 | May 12, 2026 |
| Align Financial, LLC | History | Reduced | 661 | 37 | 0.02% | 0.02% | 1093 | -36,890 | -98.24% | Q1 2026 | May 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 671 | 37 | 0.0% | — | 1094 | +671 | New | Q1 2026 | Apr 14, 2026 |
| Wealth Science Advisors LLC | History | New | 654 | 37 | 0.02% | — | 1095 | +654 | New | Q1 2026 | Apr 08, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 664 | 37 | 0.01% | 0.01% | 1092 | +2 | 0.3% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 651 | 36 | 0.0% | 0.0% | 1096 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 638 | 36 | 0.02% | 0.02% | 1097 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 619 | 35 | 0.0% | 0.0% | 1098 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 617 | 34 | 0.0% | — | 1100 | +617 | New | Q1 2026 | May 08, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 614 | 34 | 0.01% | 0.01% | 1099 | +2 | 0.33% | Q1 2026 | May 01, 2026 |
| Park Place Capital Corp | History | No change | 597 | 33 | 0.01% | 0.01% | 1101 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 544 | 32 | 0.0% | 0.0% | 1102 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 569 | 32 | 0.0% | 0.0% | 1103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 576 | 32 | 0.01% | 0.01% | 1104 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PlanVest Financial, Inc | History | New | 553 | 31 | 0.02% | — | 1107 | +553 | New | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 548 | 31 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CDKV HOLDINGS LLC | History | No change | 560 | 31 | 0.03% | 0.03% | 1106 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CVA Family Office, LLC | History | Added to | 539 | 30 | 0.0% | 0.0% | 1108 | +2 | 0.37% | Q1 2026 | Apr 29, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 518 | 29 | 0.01% | — | 1110 | +518 | New | Q1 2026 | May 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 526 | 29 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Meramec Financial Planners, LLC | History | New | 475 | 28 | 0.01% | — | 1114 | +475 | New | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 500 | 28 | 0.02% | 0.01% | 1113 | +310 | 163.16% | Q1 2026 | May 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 509 | 28 | 0.02% | 0.02% | 1112 | +1 | 0.2% | Q1 2026 | Apr 16, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 503 | 28 | 0.02% | 0.02% | 1111 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Leo H. Evart, Inc. | History | New | 445 | 25 | 0.02% | — | 1116 | +445 | New | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 442 | 25 | 0.0% | 0.0% | 1115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 432 | 24 | 0.0% | — | 1117 | +432 | New | Q1 2026 | May 15, 2026 |
| Hartford Financial Management Inc. | History | No change | 420 | 23 | 0.01% | 0.01% | 1118 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 395 | 22 | 0.0% | 0.0% | 1119 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 402 | 22 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Napier Financial, LLC | History | New | 381 | 21 | 0.0% | — | 1122 | +381 | New | Q1 2026 | May 05, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 375 | 21 | 0.01% | 0.01% | 1121 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hanson & Doremus Investment Management | History | No change | 353 | 20 | 0.0% | 0.0% | 1123 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 371 | 20 | 0.01% | 0.0% | 1124 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 340 | 19 | 0.0% | 0.0% | 1125 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RHL GROUP, LLC | History | New | 325 | 18 | 0.02% | — | 1128 | +325 | New | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 326 | 18 | 0.0% | 0.0% | 1126 | +283 | 658.14% | Q1 2026 | May 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 328 | 18 | 0.0% | 0.0% | 1127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 301 | 17 | 0.01% | — | 1130 | +301 | New | Q1 2026 | May 12, 2026 |
| CITY HOLDING CO | History | No change | 305 | 17 | 0.0% | 0.0% | 1129 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GODSEY & GIBB, INC | History | New | 286 | 16 | 0.0% | — | 1134 | +286 | New | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 284 | 16 | 0.0% | 0.0% | 1131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | No change | 290 | 16 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| New Millennium Group LLC | History | No change | 292 | 16 | 0.01% | 0.01% | 1133 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BIRCHBROOK, INC. | History | New | 269 | 15 | 0.01% | — | 1136 | +269 | New | Q1 2026 | Apr 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 266 | 15 | 0.01% | — | 1137 | +266 | New | Q1 2026 | May 14, 2026 |
| Team Financial Group, LLC | History | Added to | 281 | 15 | 0.01% | 0.01% | 1135 | +1 | 0.36% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 250 | 14 | 0.01% | 0.01% | 1138 | -212 | -45.89% | Q1 2026 | Apr 14, 2026 |
| Ransom Advisory, Ltd | History | No change | 250 | 14 | 0.01% | 0.01% | 1139 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Networth Advisors, LLC | History | No change | 263 | 14 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | Added to | 239 | 13 | 0.0% | 0.0% | 1141 | +65 | 37.36% | Q1 2026 | Apr 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 220 | 12 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Providence Capital Advisors, LLC | History | No change | 229 | 12 | 0.0% | 0.0% | 1143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | No change | 212 | 12 | 0.0% | 0.0% | 1144 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Reduced | 203 | 11 | 0.0% | 0.0% | 1145 | -324 | -61.48% | Q1 2026 | Apr 17, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 200 | 11 | 0.01% | — | 1150 | +200 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 200 | 11 | 0.0% | 0.0% | 1146 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DT Investment Partners, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 198 | 11 | 0.0% | 0.0% | 1148 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WPG Advisers, LLC | History | No change | 209 | 11 | 0.01% | 0.01% | 1149 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 179 | 10 | 0.0% | 0.0% | 1151 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 190 | 10 | 0.01% | 0.01% | 1152 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 181 | 10 | 0.01% | 0.01% | 1153 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Addison Advisors LLC | History | New | 163 | 9 | 0.0% | — | 1155 | +163 | New | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 163 | 9 | 0.0% | — | 1156 | +163 | New | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 166 | 9 | 0.01% | 0.02% | 1154 | -143 | -46.28% | Q1 2026 | Apr 29, 2026 |
| First Pacific Financial | History | New | 138 | 7 | 0.0% | — | 1162 | +138 | New | Q1 2026 | Apr 23, 2026 |
| United Community Bank | History | Reduced | 128 | 7 | 0.0% | 0.01% | 1158 | -136 | -51.52% | Q1 2026 | Apr 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 136 | 7 | 0.0% | — | 1161 | +136 | New | Q1 2026 | Apr 17, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 135 | 7 | 0.01% | 0.01% | 1157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Valued Wealth Advisors LLC | History | No change | 124 | 7 | 0.0% | 0.0% | 1159 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 140 | 7 | 0.01% | 0.01% | 1160 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Magnolia Wealth Management, LLC | History | New | 122 | 6 | 0.0% | — | 1169 | +122 | New | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 114 | 6 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EASTERN BANK | History | No change | 120 | 6 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Blume Capital Management, Inc. | History | No change | 112 | 6 | 0.0% | 0.0% | 1165 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Anfield Capital Management, LLC | History | No change | 118 | 6 | 0.0% | 0.0% | 1166 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | No change | 117 | 6 | 0.0% | 0.0% | 1167 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| REAP Financial Group, LLC | History | No change | 116 | 6 | 0.0% | 0.0% | 1168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 92 | 5 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Banque Transatlantique SA | History | New | 74 | 4 | 0.0% | — | 1174 | +74 | New | Q1 2026 | May 13, 2026 |
| CNB Bank | History | No change | 72 | 4 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | No change | 87 | 4 | 0.0% | 0.0% | 1173 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Rosenberg Matthew Hamilton | History | New | 62 | 3 | 0.0% | — | 1177 | +62 | New | Q1 2026 | Apr 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 62 | 3 | 0.0% | — | 1178 | +62 | New | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 66 | 3 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 1176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 36 | 2 | 0.0% | 0.0% | 1179 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 40 | 2 | 0.03% | 0.03% | 1180 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Monetary Solutions, Ltd | History | No change | 50 | 2 | 0.0% | 0.0% | 1181 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Reduced | 24 | 1 | 0.0% | 0.78% | 1183 | -313,759 | -99.99% | Q1 2026 | May 12, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 27 | 1 | 0.0% | — | 1185 | +27 | New | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 1182 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Breakwater Investment Management | History | No change | 26 | 1 | 0.0% | 0.0% | 1184 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -501,205 | -100.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -179,953 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 2.47% | — | -147,719 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -116,336 | -100.0% | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Closed out | 0 | 0 | — | 1.72% | — | -112,479 | -100.0% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.07% | — | -89,702 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Macco Financial Group, Inc. | History | Closed out | 0 | 0 | — | 4.35% | — | -89,048 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -30,363 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -21,216 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -19,390 | -100.0% | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -17,042 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,848 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -13,779 | -100.0% | Q1 2026 | Apr 07, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -13,702 | -100.0% | Q1 2026 | May 15, 2026 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -12,755 | -100.0% | Q1 2026 | May 06, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,465 | -100.0% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,486 | -100.0% | Q1 2026 | May 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Closed out | 0 | 0 | — | 0.18% | — | -9,002 | -100.0% | Q1 2026 | May 05, 2026 |
| Fortis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -8,736 | -100.0% | Q1 2026 | May 14, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.4% | — | -8,508 | -100.0% | Q1 2026 | May 20, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -8,301 | -100.0% | Q1 2026 | Apr 30, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 0.11% | — | -7,054 | -100.0% | Q1 2026 | May 13, 2026 |
| Greystone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,773 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,830 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ASSOCIATED BANC-CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,647 | -100.0% | Q1 2026 | May 01, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,331 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Equity Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,143 | -100.0% | Q1 2026 | May 08, 2026 |
| Chicago Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -4,949 | -100.0% | Q1 2026 | May 11, 2026 |
| Diesslin Group, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -4,928 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,927 | -100.0% | Q1 2026 | May 04, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Closed out | 0 | 0 | — | 0.02% | — | -4,854 | -100.0% | Q1 2026 | Apr 22, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,783 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,586 | -100.0% | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,555 | -100.0% | Q1 2026 | May 05, 2026 |
| Providence Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,123 | -100.0% | Q1 2026 | May 12, 2026 |
| Eldridge Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,055 | -100.0% | Q1 2026 | May 11, 2026 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -4,021 | -100.0% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,873 | -100.0% | Q1 2026 | Apr 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,814 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Plancorp, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,791 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,597 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Canton Hathaway, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,160 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,371 | -100.0% | Q1 2026 | May 04, 2026 |
| O'Domhnaill Enterprises, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -761 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -664 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -451 | -100.0% | Q1 2026 | Apr 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -384 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -259 | -100.0% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -238 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -216 | -100.0% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 13, 2026 |
| Founders Capital Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SITTNER & NELSON, LLC | History | No change | 17 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |