iSHARES TRUST - STIP

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025

13D/13G major owners: Ownership tab.

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. Details.

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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
BlackRock, Inc.	History	Added to	42,279,068	4,372,924	0.08%	0.05%	1	+12,146,236	40.31%	Q1 2026	May 13, 2026
Betterment LLC	History	Added to	4,487,580	464,150	0.88%	0.85%	2	+115,711	2.65%	Q1 2026	May 14, 2026
LPL Financial LLC	History	Added to	3,123,669	323,081	0.09%	0.08%	3	+320,514	11.43%	Q1 2026	May 06, 2026
Modera Wealth Management, LLC	History	Added to	2,442,854	252,664	3.03%	2.7%	4	+163,586	7.18%	Q1 2026	May 06, 2026
RITHOLTZ WEALTH MANAGEMENT	History	Added to	2,409,803	249,245	4.32%	4.22%	5	+153,948	6.82%	Q1 2026	Apr 20, 2026
MORGAN STANLEY	History	Added to	1,785,559	184,680	0.01%	0.01%	6	+193,563	12.16%	Q1 2026	May 15, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	History	Added to	1,560,200	161,371	5.65%	2.23%	7	+830,200	113.73%	Q1 2026	May 14, 2026
Main Management Fund Advisors LLC	History	New	2,480,600	151,962	12.76%	—	8	+2,480,600	New	Q1 2026	May 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	Added to	1,453,255	150,310	1.85%	0.29%	9	+1,231,203	554.47%	Q1 2026	May 08, 2026
BANK OF AMERICA CORP /DE/	History	Reduced	1,333,398	137,913	0.01%	0.03%	10	-2,036,091	-60.43%	Q1 2026	May 15, 2026
Wealthcare Advisory Partners LLC	History	Added to	1,209,342	125,082	2.43%	2.31%	11	+60,840	5.3%	Q1 2026	Apr 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	Added to	1,163,284	120,318	0.6%	0.63%	12	+44,148	3.94%	Q1 2026	May 13, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Added to	1,125,270	116,386	0.03%	0.03%	13	+266,983	31.11%	Q1 2026	May 04, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP	History	Reduced	983,845	101,759	3.83%	4.92%	14	-306,270	-23.74%	Q1 2026	May 12, 2026
AMERIPRISE FINANCIAL INC	History	Added to	973,318	100,662	0.02%	0.02%	15	+137,874	16.5%	Q1 2026	May 15, 2026
SCS Capital Management LLC	History	Added to	967,994	100,119	1.06%	0.59%	16	+425,008	78.27%	Q1 2026	May 11, 2026
Farther Finance Advisors, LLC	History	Added to	946,212	97,573	0.92%	0.81%	17	+207,688	28.12%	Q1 2026	Apr 07, 2026
JPMORGAN CHASE & CO	History	Reduced	942,661	97,452	0.01%	0.01%	18	-410,866	-30.36%	Q1 2026	May 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	Added to	935,426	96,751	1.44%	1.36%	19	+21,097	2.31%	Q1 2026	May 05, 2026
Kestra Investment Management, LLC	History	Added to	923,635	95,531	1.65%	0.52%	20	+716,935	346.85%	Q1 2026	May 11, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC	History	Added to	917,536	94,900	9.49%	8.74%	21	+57,478	6.68%	Q1 2026	Apr 15, 2026
Tortoise Investment Management, LLC	History	Added to	840,231	86,905	7.18%	5.09%	22	+273,728	48.32%	Q1 2026	May 05, 2026
Destination Wealth Management	History	Added to	825,668	85,398	2.22%	2.14%	23	+27,641	3.46%	Q1 2026	May 15, 2026
MASECO LLP	History	Added to	774,850	80,127	2.51%	3.27%	24	+41,342	5.64%	Q1 2026	Apr 21, 2026
RAYMOND JAMES FINANCIAL INC	History	Added to	772,578	79,907	0.02%	0.02%	25	+34,364	4.66%	Q1 2026	May 14, 2026
M. Kulyk & Associates, LLC	History	Added to	726,680	75,160	14.03%	10.36%	26	+197,087	37.21%	Q1 2026	May 06, 2026
Haverford Trust Co	History	Added to	708,230	73,252	0.67%	0.61%	27	+41,700	6.26%	Q1 2026	May 11, 2026
STATE STREET CORP	History	Reduced	652,613	67,499	0.0%	0.0%	28	-4,818	-0.73%	Q1 2026	May 15, 2026
Dynasty Wealth Management, LLC	History	Reduced	650,096	67,239	0.59%	1.1%	29	-444,159	-40.59%	Q1 2026	May 14, 2026
Beacon Pointe Advisors, LLC	History	Added to	640,243	66,220	0.35%	0.4%	30	+83,572	15.01%	Q1 2026	May 15, 2026
KEATING INVESTMENT COUNSELORS INC	History	Added to	637,361	65,922	16.33%	16.2%	31	+66,559	11.66%	Q1 2026	Apr 27, 2026
Quotient Wealth Partners, LLC	History	Reduced	634,015	65,576	1.73%	2.9%	32	-429,799	-40.4%	Q1 2026	Apr 16, 2026
Cerity Partners LLC	History	Reduced	629,364	64,916	0.09%	0.09%	33	-4,082	-0.64%	Q1 2026	May 15, 2026
Abacus Planning Group, Inc.	History	Added to	602,288	62,294	8.39%	7.44%	34	+56,690	10.39%	Q1 2026	Apr 07, 2026
WELLS FARGO & COMPANY/MN	History	Added to	565,736	58,514	0.01%	0.01%	35	+3,693	0.66%	Q1 2026	May 11, 2026
MARTIN & CO INC /TN/	History	No change	537,540	55,597	9.46%	9.45%	36	0	0.0%	Q1 2026	May 13, 2026
3EDGE Asset Management, LP	History	Reduced	528,613	54,668	2.64%	5.93%	37	-587,089	-52.62%	Q1 2026	May 15, 2026
FMR LLC	History	Reduced	527,406	54,549	0.0%	0.01%	38	-2,106,951	-79.98%	Q1 2026	May 15, 2026
Amplius Wealth Advisors, LLC	History	Added to	510,301	52,780	4.4%	4.15%	39	+27,603	5.72%	Q1 2026	Apr 13, 2026
Empowered Funds, LLC	History	Reduced	508,001	52,363	0.33%	0.9%	40	-8,639	-1.67%	Q1 2026	May 14, 2026
AlTi Global, Inc.	History	Reduced	505,346	52,267	1.14%	1.14%	41	-12,492	-2.41%	Q1 2026	May 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	Added to	481,437	49,795	0.03%	0.02%	42	+150,009	45.26%	Q1 2026	May 07, 2026
GOULD ASSET MANAGEMENT LLC /CA/	History	Added to	469,722	48,583	8.44%	7.39%	43	+62,458	15.34%	Q1 2026	May 05, 2026
Cetera Investment Advisers	History	Added to	453,628	46,918	0.05%	0.05%	44	+7,356	1.65%	Q1 2026	May 13, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	Added to	429,384	44,411	0.07%	0.01%	45	+356,273	487.3%	Q1 2026	May 15, 2026
LVW Advisors, LLC	History	Added to	418,646	43,300	4.13%	4.24%	46	+10,212	2.5%	Q1 2026	Apr 20, 2026
SIGMA INVESTMENT COUNSELORS INC	History	Added to	407,325	42,129	2.23%	2.08%	47	+6,862	1.71%	Q1 2026	Apr 29, 2026
ALTFEST L J & CO INC	History	Added to	391,581	40,501	4.33%	4.28%	48	+9,990	2.62%	Q1 2026	Apr 28, 2026
SB Capital Management Inc	History	No change	361,193	36,982	13.55%	13.55%	49	0	0.0%	Q4 2025	Feb 20, 2026
Modern Wealth Management, LLC	History	Reduced	351,679	36,265	0.62%	0.82%	50	-85,005	-19.47%	Q1 2026	May 14, 2026
CENTRAL TRUST Co	History	Reduced	348,215	36,015	0.71%	0.73%	51	-14,419	-3.98%	Q1 2026	Apr 17, 2026
SUMMITRY LLC	History	Reduced	335,086	34,657	1.22%	1.48%	52	-12,676	-3.65%	Q1 2026	May 22, 2026
GOLDMAN SACHS GROUP INC	History	Added to	317,303	32,818	0.0%	0.0%	53	+139,745	78.7%	Q1 2026	May 15, 2026
AMJ Financial Wealth Management	History	New	314,997	32,580	7.68%	—	54	+314,997	New	Q1 2026	May 08, 2026
Kelman-Lazarov, Inc.	History	Added to	311,471	32,215	4.62%	4.43%	55	+8,456	2.79%	Q1 2026	Apr 27, 2026
Austin Asset Management Co Inc	History	Added to	310,550	32,120	5.28%	4.88%	56	+20,464	7.05%	Q1 2026	Apr 29, 2026
World Investment Advisors	History	Reduced	308,576	31,915	0.51%	0.57%	57	-36,615	-10.61%	Q1 2026	Apr 27, 2026
EVOKE WEALTH, LLC	History	Added to	306,484	31,699	0.57%	0.49%	58	+50,819	19.88%	Q1 2026	May 14, 2026
Prime Capital Investment Advisors, LLC	History	Added to	302,644	31,302	0.36%	0.36%	59	+13,134	4.54%	Q1 2026	May 08, 2026
Creative Planning	History	Reduced	274,824	28,425	0.02%	0.02%	60	-17,345	-5.94%	Q1 2026	May 12, 2026
UBS Group AG	History	Added to	272,353	28,169	0.0%	0.0%	61	+12,357	4.75%	Q1 2026	May 05, 2026
Opus Capital Group, LLC	History	New	268,570	27,778	2.99%	—	62	+268,570	New	Q1 2026	Apr 30, 2026
HighTower Advisors, LLC	History	Added to	258,893	26,777	0.03%	0.03%	63	+3,708	1.45%	Q1 2026	May 05, 2026
OSAIC HOLDINGS, INC.	History	Added to	256,561	26,539	0.04%	0.03%	64	+36,833	16.76%	Q1 2026	May 15, 2026
Seneca Financial Advisors LLC	History	Added to	248,663	25,719	7.54%	7.3%	65	+14,278	6.09%	Q1 2026	Apr 22, 2026
ProVise Management Group, LLC	History	Added to	237,320	24,546	1.77%	1.65%	66	+10,975	4.85%	Q1 2026	May 06, 2026
ROCKLAND TRUST CO	History	Added to	236,135	24,423	0.98%	0.93%	67	+4,478	1.93%	Q1 2026	Apr 16, 2026
MAI Capital Management	History	Added to	235,506	24,358	0.14%	0.14%	68	+5,275	2.29%	Q1 2026	May 15, 2026
ROYAL BANK OF CANADA	History	Added to	231,665	23,961	0.0%	0.0%	69	+31,941	15.99%	Q1 2026	May 15, 2026
NorthRock Partners, LLC	History	Added to	227,876	23,569	0.38%	0.38%	70	+8,252	3.76%	Q1 2026	May 15, 2026
SYON CAPITAL LLC	History	New	225,964	23,371	1.18%	—	71	+225,964	New	Q1 2026	May 13, 2026
SoundView Advisors Inc.	History	Added to	218,439	22,593	8.04%	7.51%	72	+8,175	3.89%	Q1 2026	May 01, 2026
Walker Financial Services, Inc.	History	Added to	215,048	22,242	7.61%	6.97%	73	+27,116	14.43%	Q1 2026	Apr 29, 2026
Integrated Wealth Concepts LLC	History	Added to	212,212	21,949	0.18%	0.2%	74	+47,436	28.79%	Q1 2026	May 15, 2026
Stordahl Capital Management, Inc.	History	Added to	211,973	21,924	4.52%	4.36%	75	+4,880	2.36%	Q1 2026	Apr 15, 2026
Pure Financial Advisors, LLC	History	Reduced	210,983	21,821	0.31%	0.35%	76	-2,317	-1.09%	Q1 2026	Apr 10, 2026
AE Wealth Management LLC	History	Added to	204,023	21,102	0.11%	0.0%	77	+197,263	2918.09%	Q1 2026	May 13, 2026
Deane Retirement Strategies, Inc.	History	Added to	198,076	20,486	8.24%	0.04%	78	+197,980	206229.17%	Q1 2026	Apr 07, 2026
ARKANSAS FINANCIAL GROUP, INC.	History	Added to	194,455	20,094	2.8%	2.7%	79	+11,539	6.31%	Q1 2026	Apr 13, 2026
DDFG, Inc	History	Added to	192,015	19,860	4.28%	4.18%	80	+5,661	3.04%	Q1 2026	Apr 22, 2026
Portland Global Advisors LLC	History	Added to	190,454	19,698	2.1%	2.05%	81	+3,523	1.88%	Q1 2026	May 11, 2026
Parcion Private Wealth LLC	History	Added to	190,109	19,662	1.22%	1.16%	82	+3,286	1.76%	Q1 2026	Apr 22, 2026
Financial Gravity Asset Management, Inc.	History	Added to	186,235	19,262	3.43%	3.56%	83	+5,803	3.22%	Q1 2026	May 08, 2026
Ancora Advisors LLC	History	Added to	181,566	18,779	0.4%	0.38%	84	+735	0.41%	Q1 2026	May 15, 2026
EXENCIAL WEALTH ADVISORS, LLC	History	Added to	181,263	18,748	0.58%	0.58%	85	+3,454	1.94%	Q1 2026	Apr 27, 2026
Elm Partners Management LLC	History	Reduced	179,257	18,531	0.8%	1.99%	86	-249,346	-58.18%	Q1 2026	May 13, 2026
Stadion Money Management, LLC	History	Reduced	178,430	18,455	1.86%	1.5%	87	-1,799	-1.0%	Q1 2026	May 15, 2026
KWMG, LLC	History	Added to	173,959	17,992	1.5%	1.48%	88	+6,308	3.76%	Q1 2026	Apr 09, 2026
Cambridge Investment Research Advisors, Inc.	History	Reduced	173,642	17,960	0.05%	0.05%	89	-20,563	-10.59%	Q1 2026	Apr 30, 2026
JEPPSON WEALTH MANAGEMENT, LLC	History	Added to	171,466	17,734	5.56%	5.54%	90	+663	0.39%	Q1 2026	Apr 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	Reduced	170,271	17,611	0.3%	0.32%	91	-3,559	-2.05%	Q1 2026	May 04, 2026
NorthCoast Asset Management LLC	History	Added to	168,427	17,420	0.4%	0.18%	92	+88,934	111.88%	Q1 2026	May 13, 2026
Prime Buchholz LLC	History	Added to	162,116	16,767	8.76%	6.19%	93	+60,202	59.07%	Q1 2026	May 14, 2026
Bank of New York Mellon Corp	History	Added to	158,604	16,404	0.0%	0.0%	94	+25,503	19.16%	Q1 2026	May 05, 2026
Northland Capital Management LLC	History	Added to	158,107	16,352	8.94%	5.66%	95	+59,415	60.2%	Q1 2026	Apr 21, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	Reduced	157,585	16,299	0.01%	0.01%	96	-9,563	-5.72%	Q1 2026	May 08, 2026
BIP Wealth, LLC	History	Added to	154,557	15,985	0.65%	0.53%	97	+7,950	5.42%	Q1 2026	Apr 27, 2026
Valmark Advisers, Inc.	History	Added to	153,892	15,917	0.19%	0.19%	98	+278	0.18%	Q1 2026	May 01, 2026
AJ Advisors, LLC	History	Added to	147,499	15,255	5.66%	5.37%	99	+5,504	3.88%	Q1 2026	Apr 22, 2026
MML INVESTORS SERVICES, LLC	History	Added to	146,143	15,115	0.04%	0.03%	100	+11,995	8.94%	Q1 2026	May 04, 2026
American Money Management, LLC	History	Added to	143,521	14,844	2.35%	2.23%	101	+5,240	3.79%	Q1 2026	May 11, 2026
JSF Financial, LLC	History	Reduced	142,972	14,787	2.9%	4.6%	102	-73,998	-34.11%	Q1 2026	May 07, 2026
Ethos Financial Group, LLC	History	Added to	141,659	14,651	1.07%	1.03%	103	+5,989	4.41%	Q1 2026	May 05, 2026
Amundi	History	No change	138,000	14,273	0.0%	0.0%	104	0	0.0%	Q1 2026	May 15, 2026
CONTINUUM WEALTH ADVISORS, LLC	History	Added to	137,889	14,261	5.92%	0.19%	105	+133,038	2742.49%	Q1 2026	May 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Reduced	180,449	14,132	0.03%	0.03%	106	-45,418	-20.11%	Q1 2026	Apr 08, 2026
Galvin, Gaustad & Stein, LLC	History	Reduced	135,121	13,975	1.12%	1.1%	107	-2,364	-1.72%	Q1 2026	May 14, 2026
Orion Porfolio Solutions, LLC	History	Added to	134,598	13,921	0.12%	0.09%	108	+13,166	10.84%	Q1 2026	May 13, 2026
Collaborative Wealth Managment Inc.	History	Added to	132,483	13,702	6.29%	1.18%	109	+99,657	303.59%	Q1 2026	May 05, 2026
Ethos Capital Management, Inc.	History	Added to	130,714	13,519	11.6%	10.48%	110	+22,035	20.28%	Q1 2026	Apr 07, 2026
Park Edge Advisors, LLC	History	Added to	130,686	13,516	3.12%	2.92%	111	+4,785	3.8%	Q1 2026	Apr 20, 2026
NBT BANK N A /NY	History	Added to	130,487	13,496	0.88%	0.84%	112	+3,700	2.92%	Q1 2026	Apr 28, 2026
MCMORGAN & CO LLC	History	Added to	128,603	13,301	2.15%	2.13%	113	+3,145	2.51%	Q1 2026	May 05, 2026
Corient Private Wealth LLC	History	Reduced	126,645	12,994	0.02%	0.02%	114	-3,209	-2.47%	Q1 2026	May 15, 2026
Portfolio Design Labs, LLC	History	Added to	121,334	12,549	2.23%	1.6%	115	+26,654	28.15%	Q1 2026	May 11, 2026
Discipline Wealth Solutions, LLC	History	Added to	120,138	12,425	1.31%	1.82%	116	+24,355	25.43%	Q1 2026	Apr 17, 2026
Insight Wealth Strategies, LLC	History	New	118,544	12,260	1.37%	—	117	+118,544	New	Q1 2026	Apr 10, 2026
GUGGENHEIM CAPITAL LLC	History	Reduced	117,444	12,147	0.09%	0.09%	118	-10,476	-8.19%	Q1 2026	May 15, 2026
Prasad Wealth Partners, LLC	History	Added to	117,335	12,135	3.3%	3.15%	119	+1,876	1.62%	Q1 2026	Apr 27, 2026
STIFEL FINANCIAL CORP	History	Reduced	115,282	11,923	0.01%	0.01%	120	-19,943	-14.75%	Q1 2026	May 12, 2026
Holcombe Financial, Inc.	History	Added to	115,158	11,910	7.0%	7.0%	121	+6,320	5.81%	Q1 2026	Apr 20, 2026
CONSILIO WEALTH ADVISORS, LLC	History	New	111,829	11,566	3.38%	—	122	+111,829	New	Q1 2026	May 01, 2026
Waverly Advisors, LLC	History	Added to	111,764	11,559	0.09%	0.01%	123	+104,728	1488.46%	Q1 2026	May 15, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	Added to	110,737	11,453	0.47%	0.42%	124	+11,703	11.82%	Q1 2026	May 12, 2026
Talon Private Wealth, LLC	History	New	110,494	11,428	1.52%	—	125	+110,494	New	Q1 2026	May 15, 2026
FIRST NATIONAL TRUST CO	History	Reduced	107,629	11,132	0.38%	0.5%	126	-40,231	-27.21%	Q1 2026	May 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Reduced	107,021	11,069	0.02%	0.02%	127	-5,682	-5.04%	Q1 2026	Apr 27, 2026
Alesco Advisors, LLC, An ESL Co	History	Added to	105,629	10,925	0.28%	0.28%	128	+1,420	1.36%	Q1 2026	May 13, 2026
COURIER CAPITAL LLC	History	Reduced	102,667	10,618	0.59%	0.59%	129	-64	-0.06%	Q1 2026	Apr 23, 2026
MGO ONE SEVEN LLC	History	Added to	102,602	10,612	0.21%	0.21%	130	+3,775	3.82%	Q1 2026	May 14, 2026
Financial Plan, Inc.	History	Added to	102,298	10,580	1.13%	1.15%	131	+4,603	4.71%	Q1 2026	Apr 24, 2026
Ascent Group, LLC	History	Added to	100,281	10,372	0.36%	0.28%	132	+20,656	25.94%	Q1 2026	May 15, 2026
Greenline Partners, LLC	History	Reduced	99,023	10,241	1.1%	1.17%	133	-581	-0.58%	Q1 2026	May 15, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	History	Added to	98,340	10,171	0.16%	0.16%	134	+4,487	4.78%	Q1 2026	May 13, 2026
PURE PORTFOLIOS HOLDINGS LLC	History	No change	97,190	9,951	3.0%	3.0%	135	0	0.0%	Q4 2025	Jan 30, 2026
Columbus Macro, LLC	History	Added to	96,176	9,947	1.06%	1.03%	136	+3,889	4.21%	Q1 2026	Apr 21, 2026
Greenwich Wealth Management LLC	History	New	95,911	9,920	0.4%	—	137	+95,911	New	Q1 2026	May 12, 2026
Summit Trail Advisors, LLC	History	Added to	95,580	9,885	0.14%	0.16%	138	+3,510	3.81%	Q1 2026	May 12, 2026
Rockefeller Capital Management L.P.	History	Reduced	95,327	9,859	0.02%	0.02%	139	-2,401	-2.46%	Q1 2026	May 14, 2026
Brookstone Capital Management	History	Added to	92,748	9,592	0.11%	0.11%	140	+128	0.14%	Q1 2026	Apr 16, 2026
FIRST HORIZON CORP	History	Added to	91,124	9,424	0.39%	0.42%	141	+225	0.25%	Q1 2026	Apr 30, 2026
PENOBSCOT WEALTH MANAGEMENT	History	Added to	90,663	9,377	2.77%	2.68%	142	+5,960	7.04%	Q1 2026	Apr 20, 2026
Trivant Custom Portfolio Group, LLC	History	New	89,914	9,299	5.1%	—	143	+89,914	New	Q1 2026	May 14, 2026
Lutz Financial Services LLC	History	Added to	89,402	9,246	0.62%	0.58%	144	+6,019	7.22%	Q1 2026	May 04, 2026
BANK OF MONTREAL /CAN/	History	Added to	89,194	9,225	0.0%	0.0%	145	+59,169	197.07%	Q1 2026	May 13, 2026
JONES FINANCIAL COMPANIES LLLP	History	Added to	88,617	9,138	0.0%	0.0%	146	+30,965	53.71%	Q1 2026	May 15, 2026
Clear Creek Financial Management, LLC	History	Reduced	86,432	8,939	0.69%	0.75%	147	-3,674	-4.08%	Q1 2026	Apr 22, 2026
ELEVATE WEALTH ADVISORY, INC	History	Added to	83,535	8,640	5.45%	5.49%	148	+5,078	6.47%	Q1 2026	May 11, 2026
Financial Planning Navigators CORP	History	Added to	83,353	8,621	3.78%	3.84%	149	+1,748	2.14%	Q1 2026	Apr 21, 2026
Canal Capital Management, LLC	History	New	82,970	8,581	1.16%	—	150	+82,970	New	Q1 2026	Apr 27, 2026
BLAIR WILLIAM & CO/IL	History	Reduced	81,919	8,472	0.02%	0.02%	151	-390	-0.47%	Q1 2026	May 08, 2026
Sugar Maple Asset Management, LLC	History	Added to	79,596	8,232	5.0%	5.06%	152	+6,051	8.23%	Q1 2026	Apr 21, 2026
First Trust Bank, Ltd.	History	New	78,354	8,104	15.93%	—	153	+78,354	New	Q1 2026	May 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	Added to	78,044	8,072	0.42%	0.41%	154	+1,561	2.04%	Q1 2026	Apr 15, 2026
STERLING INVESTMENT ADVISORS LLC /ADV	History	Added to	77,939	8,061	3.87%	3.83%	155	+555	0.72%	Q1 2026	Apr 14, 2026
Savant Capital, LLC	History	Added to	77,360	8,001	0.04%	0.02%	156	+46,978	154.62%	Q1 2026	May 04, 2026
Equita Financial Network, Inc.	History	Reduced	77,352	8,000	2.52%	2.39%	157	-179	-0.23%	Q1 2026	Apr 23, 2026
MJT & Associates Financial Advisory Group, Inc.	History	Added to	76,827	7,946	5.83%	5.37%	158	+6,613	9.42%	Q1 2026	Apr 02, 2026
Kestra Advisory Services, LLC	History	Added to	76,564	7,918	0.03%	0.02%	159	+33,051	75.96%	Q1 2026	Apr 30, 2026
Western Reserve Capital Management, LLC	History	Added to	75,678	7,827	6.42%	6.95%	160	+2,896	3.98%	Q1 2026	Apr 27, 2026
Integris Wealth Management, LLC	History	Added to	72,797	7,529	1.73%	1.67%	161	+1,009	1.41%	Q1 2026	Apr 10, 2026
Focus Partners Wealth	History	Added to	71,895	7,470	0.01%	0.01%	162	+24,011	50.14%	Q1 2026	May 14, 2026
Private Advisory Group LLC	History	New	70,266	7,267	0.48%	—	163	+70,266	New	Q1 2026	May 08, 2026
STEPHENS INC /AR/	History	Added to	68,268	7,060	0.09%	0.02%	164	+50,085	275.45%	Q1 2026	Apr 28, 2026
Perigon Wealth Management, LLC	History	Reduced	68,258	7,059	0.13%	0.13%	165	-516	-0.75%	Q1 2026	Apr 10, 2026
Quadcap Wealth Management, LLC	History	Reduced	68,208	7,054	0.8%	0.82%	166	-2,454	-3.47%	Q1 2026	May 15, 2026
Lake Hills Wealth Management, LLC	History	Reduced	67,987	7,031	3.93%	5.05%	167	-26,555	-28.09%	Q1 2026	Apr 10, 2026
Aznar Financial Advisors, LLC	History	No change	67,576	6,919	6.65%	6.65%	168	0	0.0%	Q4 2025	Feb 19, 2026
Straight Path Wealth Management	History	Added to	66,761	6,905	1.84%	1.66%	169	+6,586	10.94%	Q1 2026	Apr 22, 2026
Family Legacy Financial Solutions, LLC	History	Added to	66,627	6,870	5.55%	4.25%	170	+12,728	23.61%	Q1 2026	Apr 15, 2026
McIlrath & Eck, LLC	History	Reduced	65,935	6,819	0.51%	0.66%	171	-3,369	-4.86%	Q1 2026	May 19, 2026
Alhambra Investment Management LLC	History	Added to	64,544	6,675	3.08%	2.92%	172	+3,145	5.12%	Q1 2026	Apr 15, 2026
HOME FEDERAL BANK OF TENNESSEE	History	Added to	62,917	6,507	1.63%	1.25%	173	+16,041	34.22%	Q1 2026	Apr 15, 2026
Bleakley Financial Group, LLC	History	Reduced	62,651	6,480	0.1%	0.11%	174	-1,452	-2.27%	Q1 2026	May 04, 2026
IFP Advisors, Inc	History	Added to	61,799	6,391	0.13%	0.11%	175	+12,839	26.22%	Q1 2026	Apr 13, 2026
Concurrent Investment Advisors, LLC	History	Added to	61,673	6,378	0.07%	0.0%	176	+58,879	2107.34%	Q1 2026	Apr 20, 2026
Kure Advisory, LLC	History	Added to	61,377	6,348	3.46%	3.38%	177	+2,325	3.94%	Q1 2026	Apr 16, 2026
City State Bank	History	Added to	61,140	6,323	1.64%	1.66%	178	+1,809	3.05%	Q1 2026	Apr 20, 2026
B. Riley Wealth Advisors, Inc.	History	Reduced	59,223	6,122	0.39%	0.28%	179	-855	-1.42%	Q1 2026	Apr 24, 2026
Fischer Financial Services, Inc.	History	Added to	59,062	6,108	2.05%	1.57%	180	+970	1.67%	Q1 2026	Apr 28, 2026
Estate Counselors, LLC	History	New	58,525	6,053	0.54%	—	181	+58,525	New	Q1 2026	May 15, 2026
Friedenthal Financial	History	Added to	57,336	5,930	2.97%	2.89%	182	+2,442	4.45%	Q1 2026	Apr 20, 2026
Cornerstone Financial Group, LLC /NE/	History	Added to	55,960	5,800	3.72%	3.88%	183	+1,717	3.17%	Q1 2026	May 06, 2026
Sanctuary Advisors, LLC	History	Added to	56,020	5,794	0.03%	0.03%	184	+3,807	7.29%	Q1 2026	May 05, 2026
Advisory Services Network, LLC	History	Added to	56,015	5,793	0.08%	0.08%	185	+2,082	3.86%	Q1 2026	May 15, 2026
FIFTH THIRD SECURITIES, INC.	History	Added to	55,803	5,771	0.37%	0.36%	186	+1,408	2.59%	Q1 2026	Apr 15, 2026
Arkadios Wealth Advisors	History	New	55,442	5,734	0.09%	—	187	+55,442	New	Q1 2026	May 18, 2026
Summit Financial, LLC	History	Added to	55,418	5,731	0.07%	0.01%	188	+48,047	651.84%	Q1 2026	May 15, 2026
Equitable Holdings, Inc.	History	Added to	55,719	5,706	0.04%	0.03%	189	+10,101	22.14%	Q1 2026	May 15, 2026
Hillcrest Wealth Advisors - NY, LLC	History	Added to	55,070	5,695	2.31%	2.37%	190	+1,350	2.51%	Q1 2026	Apr 28, 2026
Wealthcare Capital Partners, LLC	History	Added to	54,642	5,651	2.65%	2.43%	191	+4,074	8.06%	Q1 2026	Apr 15, 2026
Performance Wealth Partners, LLC	History	Reduced	53,904	5,575	0.16%	0.15%	192	-460	-0.85%	Q1 2026	Apr 10, 2026
Wealthspire Retirement, LLC	History	Added to	52,188	5,397	0.32%	0.32%	193	+871	1.7%	Q1 2026	May 13, 2026
New Capital Management LP	History	Reduced	51,455	5,322	1.31%	1.61%	194	-11,006	-17.62%	Q1 2026	Apr 14, 2026
Private Advisor Group, LLC	History	Added to	51,380	5,314	0.02%	0.02%	195	+2,780	5.72%	Q1 2026	Apr 24, 2026
Altiora Financial Group, LLC	History	No change	50,984	5,273	0.87%	0.9%	196	0	0.0%	Q1 2026	May 08, 2026
SEMITAM BONAM LLC	History	Added to	49,874	5,158	4.21%	3.88%	197	+4,355	9.57%	Q1 2026	Apr 21, 2026
Slow Capital, Inc.	History	Added to	49,494	5,119	0.66%	0.57%	198	+3,037	6.54%	Q1 2026	Apr 24, 2026
D L CARLSON INVESTMENT GROUP INC	History	New	49,271	5,096	0.88%	—	199	+49,271	New	Q1 2026	May 13, 2026
TRUIST FINANCIAL CORP	History	Reduced	49,030	5,071	0.01%	0.01%	200	-17,202	-25.97%	Q1 2026	Apr 27, 2026
Ashton Thomas Private Wealth, LLC	History	Reduced	48,923	5,060	0.12%	0.13%	201	-1,281	-2.55%	Q1 2026	May 11, 2026
CIBC WORLD MARKET INC.	History	Reduced	48,839	5,051	0.01%	0.01%	202	-8,079	-14.19%	Q1 2026	May 14, 2026
Vigilare Wealth Management	History	Added to	48,562	5,022	1.7%	0.61%	203	+30,714	172.09%	Q1 2026	Apr 01, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	Reduced	48,131	4,978	0.3%	0.36%	204	-8,041	-14.31%	Q1 2026	Apr 13, 2026
Stone Summit Wealth LLC	History	Added to	46,974	4,858	1.35%	1.27%	205	+1,105	2.41%	Q1 2026	Apr 22, 2026
SIGNET FINANCIAL MANAGEMENT, LLC	History	Reduced	45,890	4,746	0.53%	0.54%	206	-1,712	-3.6%	Q1 2026	May 05, 2026
Royal Harbor Partners, LLC	History	Added to	45,718	4,728	1.6%	1.46%	207	+2,600	6.03%	Q1 2026	Apr 24, 2026
Fund Evaluation Group, LLC	History	Added to	44,690	4,622	0.14%	0.07%	208	+25,176	129.02%	Q1 2026	May 08, 2026
Mirae Asset Global Investments Co., Ltd.	History	Reduced	44,500	4,602	0.0%	0.02%	209	-37,500	-45.73%	Q1 2026	May 04, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	History	Added to	44,198	4,571	2.62%	0.94%	210	+29,304	196.75%	Q1 2026	Apr 23, 2026
Arcataur Capital Management LLC	History	Reduced	43,744	4,524	1.26%	1.29%	211	-105	-0.24%	Q1 2026	Apr 22, 2026
NorthCrest Asset Manangement, LLC	History	Reduced	43,653	4,509	0.14%	0.12%	212	-10,558	-19.48%	Q1 2026	Apr 08, 2026
Pinnacle Financial Partners, Inc.	History	Reduced	43,484	4,497	0.03%	0.05%	213	-16,372	-27.35%	Q1 2026	May 14, 2026
Physician Wealth Advisors, Inc.	History	Reduced	42,785	4,425	0.62%	0.62%	214	-619	-1.43%	Q1 2026	Apr 24, 2026
ASSETMARK, INC	History	Reduced	42,584	4,404	0.01%	0.09%	215	-409,918	-90.59%	Q1 2026	May 06, 2026
PRUDENTIAL PLC	History	New	41,230	4,264	0.02%	—	216	+41,230	New	Q1 2026	May 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	History	Added to	40,976	4,238	0.23%	0.19%	217	+5,300	14.86%	Q1 2026	May 15, 2026
Greenspring Advisors, LLC	History	Added to	40,585	4,197	0.26%	0.25%	218	+1,314	3.35%	Q1 2026	May 04, 2026
Eagle Wealth Advisors LLC	History	Added to	40,167	4,154	3.83%	2.27%	219	+14,198	54.67%	Q1 2026	Apr 23, 2026
Dogwood Wealth Management LLC	History	Added to	39,823	4,118	1.79%	1.72%	220	+1,600	4.19%	Q1 2026	May 12, 2026
Tower Research Capital LLC (TRC)	History	Reduced	39,814	4,117	0.11%	0.29%	221	-77,318	-66.01%	Q1 2026	May 15, 2026
Copia Wealth Management	History	Added to	39,708	4,106	2.82%	2.67%	222	+3,216	8.81%	Q1 2026	May 04, 2026
JAMES INVESTMENT RESEARCH, INC.	History	Added to	39,516	4,087	0.46%	0.3%	223	+12,563	46.61%	Q1 2026	Apr 24, 2026
Baird Financial Group, Inc.	History	Reduced	39,049	4,038	0.01%	0.01%	224	-17,952	-31.49%	Q1 2026	May 14, 2026
MACKENZIE FINANCIAL CORP	History	Reduced	37,800	3,909	0.0%	0.0%	225	-700	-1.82%	Q1 2026	May 13, 2026
Hershey Financial Advisers, LLC	History	New	37,673	3,896	3.36%	—	226	+37,673	New	Q1 2026	May 06, 2026
WEALTHSPAN PARTNERS, LLC	History	Added to	36,615	3,787	1.33%	1.11%	227	+6,855	23.03%	Q1 2026	Apr 08, 2026
American Wealth Advisors, LLC	History	Reduced	36,382	3,763	3.92%	3.81%	228	-1,573	-4.14%	Q1 2026	Apr 29, 2026
Echo45 Advisors LLC	History	Added to	36,298	3,754	2.11%	2.06%	229	+1,109	3.15%	Q1 2026	Apr 20, 2026
Trilogy Capital Inc.	History	Reduced	36,260	3,750	0.17%	0.17%	230	-854	-2.3%	Q1 2026	Apr 21, 2026
Hudson Portfolio Management LLC	History	Added to	35,033	3,623	3.05%	3.03%	231	+700	2.04%	Q1 2026	May 14, 2026
Ares Financial Consulting, LLC	History	Reduced	35,126	3,622	2.85%	3.8%	232	-3,812	-9.79%	Q1 2026	Apr 02, 2026
SOFI WEALTH, LLC	History	Added to	33,576	3,472	0.17%	0.16%	233	+2,712	8.79%	Q1 2026	May 05, 2026
VICTORY CAPITAL MANAGEMENT INC	History	Reduced	33,552	3,470	0.0%	0.02%	234	-246,010	-88.0%	Q1 2026	May 15, 2026
Madden Advisory Services, Inc.	History	Added to	33,517	3,466	1.37%	1.37%	235	+300	0.9%	Q1 2026	May 11, 2026
Trademark Financial Management, LLC	History	Added to	33,407	3,455	1.69%	1.64%	236	+4,307	14.8%	Q1 2026	Apr 27, 2026
Koss-Olinger Consulting, LLC	History	Added to	33,375	3,451	0.29%	0.23%	237	+4,300	14.79%	Q1 2026	May 07, 2026
Martin Capital Partners, LLC	History	Reduced	33,185	3,432	1.28%	1.28%	238	-166	-0.5%	Q1 2026	Apr 07, 2026
Brooklyn FI, LLC	History	Reduced	33,085	3,421	0.72%	0.76%	239	-1,579	-4.56%	Q1 2026	May 11, 2026
Passive Capital Management, LLC.	History	Reduced	32,534	3,364	1.0%	1.09%	240	-1,378	-4.06%	Q1 2026	May 14, 2026
Liberty Atlantic Advisors LLC	History	Added to	31,867	3,296	2.82%	1.9%	241	+12,999	68.89%	Q1 2026	Apr 27, 2026
Maltin Wealth Management, Inc.	History	Added to	31,734	3,282	1.25%	1.24%	242	+1,274	4.18%	Q1 2026	Apr 21, 2026
CreativeOne Wealth, LLC	History	Reduced	30,820	3,187	0.07%	0.1%	243	-7,992	-20.59%	Q1 2026	May 15, 2026
Van Hulzen Asset Management, LLC	History	Added to	30,322	3,136	0.23%	0.2%	244	+3,697	13.89%	Q1 2026	May 14, 2026
Bell Investment Advisors, Inc	History	Reduced	30,097	3,112	0.49%	0.53%	245	-2,929	-8.87%	Q1 2026	Apr 17, 2026
CFS Investment Advisory Services, LLC	History	Reduced	29,899	3,100	0.21%	0.28%	246	-7,713	-20.51%	Q1 2026	Apr 29, 2026
Chicago Partners Investment Group LLC	History	Added to	29,739	3,084	0.07%	0.07%	247	+122	0.41%	Q1 2026	May 04, 2026
Sigma Planning Corp	History	Reduced	29,786	3,080	0.09%	0.09%	248	-1,273	-4.1%	Q1 2026	May 04, 2026
Strategic Blueprint, LLC	History	Reduced	29,584	3,059	0.18%	0.18%	249	-196	-0.66%	Q1 2026	Apr 29, 2026
DMC Group, LLC	History	Added to	29,476	3,048	2.06%	1.72%	250	+4,266	16.92%	Q1 2026	Apr 30, 2026
Chesley Taft & Associates LLC	History	Added to	29,407	3,041	0.13%	0.11%	251	+2,852	10.74%	Q1 2026	Apr 13, 2026
Prospera Financial Services Inc	History	Added to	29,126	3,012	0.05%	0.01%	252	+20,216	226.89%	Q1 2026	Apr 14, 2026
Mutual Advisors, LLC	History	Reduced	28,831	2,981	0.06%	0.06%	253	-75	-0.26%	Q1 2026	May 01, 2026
Elevated Financial Group LLC	History	Added to	28,673	2,965	0.96%	0.91%	254	+2,831	10.96%	Q1 2026	May 11, 2026
VAN STRUM & TOWNE INC.	History	Added to	28,657	2,963	0.87%	0.75%	255	+2,475	9.45%	Q1 2026	May 07, 2026
Breakwater Capital Group	History	Added to	28,642	2,962	0.4%	0.41%	256	+120	0.42%	Q1 2026	Apr 20, 2026
Brookwood Investment Group LLC	History	Added to	28,041	2,900	0.36%	0.04%	257	+24,955	808.65%	Q1 2026	May 04, 2026
Heck Capital Advisors, LLC	History	Added to	27,809	2,876	0.21%	0.19%	258	+2,641	10.49%	Q1 2026	Apr 16, 2026
Synergy Asset Management, LLC	History	New	27,747	2,869	0.3%	—	259	+27,747	New	Q1 2026	May 13, 2026
Beckerman Institutional, LLC	History	Added to	27,673	2,862	1.52%	1.56%	260	+477	1.75%	Q1 2026	May 04, 2026
Soltis Investment Advisors LLC	History	Added to	27,526	2,847	0.18%	0.19%	261	+4	0.01%	Q1 2026	Apr 27, 2026
Investment Partners Asset Management, Inc.	History	Added to	27,524	2,846	1.76%	1.7%	262	+918	3.45%	Q1 2026	Apr 07, 2026
Snider Financial Group	History	Added to	26,912	2,783	0.84%	0.69%	263	+1,557	6.14%	Q1 2026	Apr 15, 2026
Focus Partners Advisor Solutions, LLC	History	Added to	26,521	2,743	0.03%	0.02%	264	+12,147	84.51%	Q1 2026	May 13, 2026
Regal Investment Advisors LLC	History	Added to	25,896	2,678	0.15%	0.15%	265	+698	2.77%	Q1 2026	May 14, 2026
Approach Retirement Advisors, LLC	History	Added to	25,721	2,660	2.21%	1.93%	266	+3,838	17.54%	Q1 2026	Apr 14, 2026
CGN Advisors LLC	History	Added to	25,312	2,618	0.21%	0.19%	267	+2,040	8.77%	Q1 2026	Apr 13, 2026
Godfrey Financial Associates, Inc.	History	Added to	25,311	2,617	2.25%	0.02%	268	+16,710	194.28%	Q1 2026	May 11, 2026
Independent Wealth Network Inc.	History	Added to	24,797	2,564	0.76%	0.77%	269	+313	1.28%	Q1 2026	Apr 20, 2026
SILVER OAK SECURITIES, INCORPORATED	History	Reduced	24,590	2,543	0.19%	0.2%	270	-3,994	-13.97%	Q1 2026	Apr 20, 2026
Steward Partners Investment Advisory, LLC	History	Reduced	24,589	2,543	0.01%	0.01%	271	-1,161	-4.51%	Q1 2026	May 08, 2026
Carr Financial Group Corp	History	Reduced	24,507	2,534	0.67%	0.68%	272	-500	-2.0%	Q1 2026	May 12, 2026
Alpha Omega Wealth Management LLC	History	Reduced	24,319	2,515	0.41%	0.41%	273	-58	-0.24%	Q1 2026	Apr 07, 2026
CWM, LLC	History	Reduced	24,250	2,508	0.01%	0.01%	274	-2,259	-8.52%	Q1 2026	May 14, 2026
Sellwood Investment Partners LLC	History	Added to	24,231	2,506	0.99%	0.67%	275	+7,419	44.13%	Q1 2026	Apr 23, 2026
Ignite Planners, LLC	History	Added to	24,195	2,506	0.39%	0.36%	276	+1,094	4.74%	Q1 2026	Apr 17, 2026
Fairway Wealth LLC	History	Reduced	23,994	2,481	0.65%	0.72%	277	-1,947	-7.51%	Q1 2026	Apr 23, 2026
Traub Capital Management LLC	History	Added to	23,987	2,480	2.46%	2.23%	278	+1,340	5.92%	Q1 2026	Apr 23, 2026
MUSTICO FINANCIAL GROUP, INC.	History	Reduced	23,795	2,472	1.73%	2.35%	279	-5,958	-20.02%	Q1 2026	May 15, 2026
VICTORY FINANCIAL GROUP, LLC	History	Added to	23,827	2,464	0.3%	0.15%	280	+12,489	110.15%	Q1 2026	Apr 27, 2026
LifeGuide Financial Advisors, LLC	History	Reduced	23,057	2,384	0.76%	0.8%	281	-460	-1.96%	Q1 2026	Apr 08, 2026
Ewing Morris & Co. Investment Partners Ltd.	History	Reduced	22,615	2,339	1.05%	1.07%	282	-963	-4.08%	Q1 2026	May 11, 2026
&PARTNERS	History	Added to	21,835	2,315	0.01%	0.01%	283	+8,285	61.14%	Q1 2026	May 15, 2026
Montecito Bank & Trust	History	Reduced	22,320	2,308	0.38%	0.38%	284	-1,230	-5.22%	Q1 2026	Apr 16, 2026
Portland Financial Advisors Inc	History	Added to	22,305	2,307	4.8%	4.81%	285	+194	0.88%	Q1 2026	Apr 27, 2026
Boltwood Capital Management	History	Added to	22,265	2,302	0.59%	0.32%	286	+10,240	85.16%	Q1 2026	Apr 07, 2026
Peak Financial Management, Inc.	History	Added to	22,201	2,296	0.58%	0.57%	287	+639	2.96%	Q1 2026	Apr 28, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC	History	Reduced	21,738	2,248	1.46%	1.56%	288	-1,904	-8.05%	Q1 2026	Apr 29, 2026
Mariner, LLC	History	Reduced	21,431	2,216	0.0%	0.01%	289	-44,272	-67.38%	Q1 2026	May 13, 2026
LAZARI CAPITAL MANAGEMENT, INC.	History	Added to	21,305	2,203	0.77%	0.72%	290	+242	1.15%	Q1 2026	Apr 23, 2026
CAPTRUST FINANCIAL ADVISORS	History	Added to	21,204	2,193	0.0%	0.0%	291	+2,740	14.84%	Q1 2026	May 14, 2026
EQ WEALTH ADVISORS, LLC	History	Reduced	21,190	2,191	1.28%	1.39%	292	-1,758	-7.66%	Q1 2026	May 01, 2026
Signal Advisors Wealth, LLC	History	Added to	20,742	2,145	0.15%	0.15%	293	+2,796	15.58%	Q1 2026	Apr 17, 2026
Independent Family Office, LLC	History	Added to	20,570	2,127	0.88%	0.86%	294	+500	2.49%	Q1 2026	May 15, 2026
Roundview Capital LLC	History	Added to	20,334	2,103	0.13%	0.13%	295	+116	0.57%	Q1 2026	May 08, 2026
FIRST UNITED BANK & TRUST	History	Added to	20,260	2,095	0.68%	0.21%	296	+13,969	222.05%	Q1 2026	Apr 21, 2026
Strategic Financial Concepts, LLC	History	Added to	20,110	2,079	0.51%	1.8%	297	+893	4.65%	Q1 2026	May 12, 2026
Portside Wealth Group, LLC	History	Reduced	20,018	2,070	0.28%	0.57%	298	-21,576	-51.87%	Q1 2026	May 12, 2026
Belpointe Asset Management LLC	History	Added to	19,768	2,044	0.07%	0.06%	299	+3,125	18.78%	Q1 2026	Apr 28, 2026
Aptus Capital Advisors, LLC	History	Reduced	19,631	2,030	0.02%	0.02%	300	-7,276	-27.04%	Q1 2026	May 11, 2026
Financial & Tax Architects, LLC	History	Reduced	19,441	2,010	0.45%	0.46%	301	-375	-1.89%	Q1 2026	Apr 23, 2026
Advisor OS, LLC	History	New	19,103	1,975	0.14%	—	303	+19,103	New	Q1 2026	May 07, 2026
Fermata Advisors, LLC	History	Added to	19,100	1,975	0.44%	0.41%	302	+2,329	13.89%	Q1 2026	Apr 08, 2026
Heritage Investment Group, Inc.	History	Added to	18,927	1,957	0.3%	0.28%	304	+1,027	5.74%	Q1 2026	May 01, 2026
Evelyn Partners Investment Management LLP	History	No change	18,825	1,947	0.05%	0.05%	305	0	0.0%	Q1 2026	May 15, 2026
Capasso Planning Partners LLC	History	No change	18,913	1,936	1.06%	1.06%	306	0	0.0%	Q4 2025	Feb 17, 2026
AMARA FINANCIAL, LLC.	History	Reduced	18,493	1,912	1.32%	1.97%	307	-9,245	-33.33%	Q1 2026	May 07, 2026
Hilltop Holdings Inc.	History	Added to	18,483	1,911	0.17%	0.03%	308	+13,104	243.61%	Q1 2026	May 14, 2026
CHOREO, LLC	History	Reduced	18,470	1,910	0.02%	0.03%	309	-1,525	-7.63%	Q1 2026	May 12, 2026
WHITTIER TRUST CO	History	Added to	18,442	1,905	0.02%	0.01%	310	+5,250	39.8%	Q1 2026	Apr 28, 2026
Mendota Financial Group, LLC	History	Added to	18,389	1,901	1.41%	1.33%	311	+486	2.71%	Q1 2026	Apr 16, 2026
CITIGROUP INC	History	Added to	18,338	1,896	0.0%	0.0%	312	+1,677	10.07%	Q1 2026	May 11, 2026
Sharper & Granite LLC	History	Reduced	18,314	1,894	0.65%	0.69%	313	-691	-3.64%	Q1 2026	Apr 08, 2026
Virtus Family Office LLC	History	Reduced	18,219	1,884	1.61%	1.98%	314	-4,208	-18.76%	Q1 2026	May 06, 2026
21 West Wealth Management LLC	History	Reduced	18,220	1,884	1.75%	1.77%	315	-706	-3.73%	Q1 2026	Apr 15, 2026
Envestnet Portfolio Solutions, Inc.	History	Reduced	17,926	1,854	0.01%	0.01%	316	-2,679	-13.0%	Q1 2026	Apr 29, 2026
Arlington Financial Advisors, LLC	History	Reduced	17,583	1,818	0.26%	0.79%	317	-36,370	-67.41%	Q1 2026	Apr 15, 2026
One Wealth Map LLC	History	Added to	17,495	1,813	0.85%	0.91%	318	+138	0.8%	Q1 2026	May 04, 2026
Winter & Associates, Inc.	History	Added to	17,284	1,785	1.56%	1.04%	319	+6,343	57.97%	Q1 2026	Apr 08, 2026
BridgePort Financial Solutions, LLC	History	Reduced	17,102	1,768	0.5%	0.48%	320	-478	-2.72%	Q1 2026	Apr 16, 2026
GUIDANCE CAPITAL, INC	History	Added to	16,842	1,743	0.39%	0.09%	321	+13,292	374.42%	Q1 2026	May 08, 2026
Perennial Investment Advisors, LLC	History	Reduced	16,801	1,739	0.14%	0.25%	322	-14,556	-46.42%	Q1 2026	May 15, 2026
VISIONARY HORIZONS, LLC	History	Added to	16,552	1,711	0.84%	0.35%	323	+9,936	150.18%	Q1 2026	Apr 17, 2026
McCartney Wealth Management LLC	History	Added to	16,470	1,703	1.43%	1.43%	324	+323	2.0%	Q1 2026	May 11, 2026
ROBERTS GLORE & CO INC /IL/	History	Added to	15,957	1,650	0.45%	0.42%	325	+585	3.81%	Q1 2026	May 04, 2026
Intentional Wealth Strategies, LLC	History	New	15,947	1,649	1.54%	—	326	+15,947	New	Q1 2026	May 05, 2026
TAGStone Capital, Inc.	History	Reduced	15,906	1,645	0.58%	0.65%	327	-1,076	-6.34%	Q1 2026	May 11, 2026
Successful Portfolios LLC	History	Reduced	15,729	1,626	0.9%	0.83%	328	-130	-0.82%	Q1 2026	Apr 13, 2026
Atlatl Advisers LLC	History	Added to	15,688	1,622	1.2%	0.2%	329	+10,694	214.14%	Q1 2026	May 07, 2026
Prosperity Planning, Inc.	History	Reduced	15,659	1,619	0.41%	0.42%	330	-21	-0.13%	Q1 2026	Apr 10, 2026
MONTAG A & ASSOCIATES INC	History	Added to	15,613	1,614	0.07%	0.07%	331	+1,115	7.69%	Q1 2026	Apr 29, 2026
Sowell Financial Services LLC	History	Added to	15,569	1,610	0.06%	0.06%	332	+410	2.7%	Q1 2026	Apr 20, 2026
Tidal Investments LLC	History	New	14,705	1,520	0.0%	—	333	+14,705	New	Q1 2026	May 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	Reduced	14,543	1,504	0.11%	0.12%	334	-4,217	-22.48%	Q1 2026	Apr 16, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	Reduced	14,480	1,497	0.02%	0.02%	335	-184	-1.25%	Q1 2026	Apr 20, 2026
Tyche Wealth Partners LLC	History	Added to	14,418	1,491	0.23%	0.23%	336	+439	3.14%	Q1 2026	May 06, 2026
Tennessee Valley Asset Management Partners	History	Added to	14,279	1,476	0.19%	0.14%	337	+3,956	38.32%	Q1 2026	Apr 27, 2026
VanderPol Investments L.L.C.	History	No change	14,358	1,470	2.56%	2.56%	338	0	0.0%	Q4 2025	Feb 04, 2026
Ridgewood Investments LLC	History	New	14,190	1,467	0.6%	—	339	+14,190	New	Q1 2026	Apr 03, 2026
Edgestream Partners, L.P.	History	New	13,974	1,445	0.05%	—	340	+13,974	New	Q1 2026	May 18, 2026
FIFTH THIRD BANCORP	History	Added to	13,910	1,438	0.0%	0.0%	341	+12,298	762.9%	Q1 2026	May 01, 2026
VERITY Wealth Advisors	History	No change	13,841	1,431	0.96%	0.88%	342	0	0.0%	Q1 2026	Apr 09, 2026
Scissortail Wealth Management, LLC	History	New	13,695	1,416	0.28%	—	343	+13,695	New	Q1 2026	Apr 23, 2026
Transmarket Holdings LP	History	New	13,485	1,394	0.74%	—	344	+13,485	New	Q1 2026	May 13, 2026
Rathbones Group PLC	History	Reduced	13,467	1,392	0.01%	0.01%	345	-1,408	-9.47%	Q1 2026	May 12, 2026
HANSEATIC MANAGEMENT SERVICES INC	History	New	13,442	1,390	1.33%	—	346	+13,442	New	Q1 2026	May 06, 2026
Global Retirement Partners, LLC	History	No change	13,467	1,378	0.02%	0.02%	347	0	0.0%	Q4 2025	Feb 06, 2026
CARDIFF PARK ADVISORS, LLC	History	No change	13,200	1,365	0.11%	0.11%	348	0	0.0%	Q1 2026	May 15, 2026
Vertex Planning Partners, LLC	History	Added to	13,066	1,351	0.26%	0.12%	349	+7,964	156.1%	Q1 2026	May 15, 2026
Gateway Wealth Partners, LLC	History	Added to	12,908	1,335	0.05%	0.07%	350	+6,725	108.77%	Q1 2026	May 15, 2026
RDA Financial Network	History	Added to	12,855	1,329	0.33%	0.31%	351	+142	1.12%	Q1 2026	Apr 08, 2026
Blue Edge Capital, LLC	History	No change	12,883	1,319	0.18%	0.18%	352	0	0.0%	Q4 2025	Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS	History	Reduced	12,740	1,317	0.0%	0.01%	353	-153,733	-92.35%	Q1 2026	May 12, 2026
Focus Financial Network, Inc.	History	Added to	12,719	1,315	0.05%	0.04%	354	+1,222	10.63%	Q1 2026	Apr 14, 2026
Tidemark, LLC	History	Added to	12,519	1,294	0.33%	0.34%	355	+694	5.87%	Q1 2026	May 07, 2026
Comprehensive Money Management Services LLC	History	Added to	12,434	1,286	0.84%	0.86%	356	+255	2.09%	Q1 2026	Apr 23, 2026
JGP Wealth Management, LLC	History	Reduced	12,394	1,281	0.13%	0.14%	357	-556	-4.29%	Q1 2026	Apr 08, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	Added to	12,248	1,266	0.02%	0.01%	358	+3,441	39.07%	Q1 2026	May 11, 2026
XY Planning Network, Inc.	History	Reduced	12,260	1,264	0.2%	0.22%	359	-353	-2.8%	Q1 2026	Apr 14, 2026
Breakwater Investment Management	History	Added to	12,010	1,242	0.46%	0.44%	360	+7	0.06%	Q1 2026	May 14, 2026
CERTIOR FINANCIAL GROUP, LLC	History	Reduced	11,999	1,241	0.79%	1.99%	361	-16,795	-58.33%	Q1 2026	Apr 27, 2026
Atria Investments, Inc	History	Reduced	11,824	1,222	0.01%	0.02%	362	-3,764	-24.15%	Q1 2026	May 05, 2026
NWAM LLC	History	Added to	11,748	1,215	0.07%	0.06%	363	+1,616	15.95%	Q1 2026	May 04, 2026
StoneX Group Inc.	History	Added to	11,619	1,198	0.06%	0.02%	364	+6,058	108.94%	Q1 2026	May 14, 2026
Pinnacle Wealth Management Group, Inc.	History	Reduced	11,467	1,186	0.58%	0.67%	365	-1,543	-11.86%	Q1 2026	Apr 14, 2026
J.W. COLE ADVISORS, INC.	History	Added to	11,457	1,184	0.04%	0.03%	366	+324	2.91%	Q1 2026	Apr 23, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	Added to	11,408	1,179	0.04%	0.04%	367	+800	7.54%	Q1 2026	May 14, 2026
Brand Asset Management Group, Inc.	History	Reduced	11,393	1,178	0.31%	0.37%	368	-1,541	-11.91%	Q1 2026	May 11, 2026
CANANDAIGUA NATIONAL CORP	History	New	11,221	1,160	0.1%	—	369	+11,221	New	Q1 2026	Apr 08, 2026
COMERICA BANK	History	No change	11,264	1,153	0.0%	0.0%	370	0	0.0%	Q4 2025	Jan 29, 2026
SEEDS INVESTOR LLC	History	New	11,084	1,148	0.16%	—	372	+11,084	New	Q1 2026	May 11, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO	History	No change	11,220	1,148	0.1%	0.1%	371	0	0.0%	Q4 2025	Jan 30, 2026
Good Harbor Advisors, Inc.	History	No change	11,098	1,147	1.25%	1.32%	373	0	0.0%	Q1 2026	May 05, 2026
Relyea Zuckerberg Hanson LLC	History	No change	11,044	1,142	0.11%	0.11%	374	0	0.0%	Q1 2026	Apr 30, 2026
IHT Wealth Management, LLC	History	Reduced	10,956	1,133	0.03%	0.03%	375	-457	-4.0%	Q1 2026	May 15, 2026
Alliance Wealth Advisors, LLC /UT	History	Reduced	10,653	1,101	0.24%	0.78%	376	-24,632	-69.81%	Q1 2026	May 12, 2026
Edge Financial Advisors LLC	History	No change	10,747	1,100	0.46%	0.46%	377	0	0.0%	Q4 2025	Jan 28, 2026
TritonPoint Partners, LLC	History	Reduced	10,514	1,087	0.4%	0.99%	378	-7,657	-42.14%	Q1 2026	Apr 28, 2026
Strathmore Capital Advisors, Inc.	History	Added to	10,442	1,086	0.31%	0.33%	379	+529	5.34%	Q1 2026	Apr 27, 2026
EVEXIA WEALTH LLC	History	Added to	10,463	1,084	0.3%	0.26%	380	+1,476	16.42%	Q1 2026	Apr 16, 2026
Capital Square, LLC	History	New	10,392	1,081	0.5%	—	381	+10,392	New	Q1 2026	May 11, 2026
Gilliland Jeter Wealth Management LLC	History	Added to	10,260	1,061	0.31%	0.31%	382	+360	3.64%	Q1 2026	Apr 24, 2026
Curbstone Financial Management Corp	History	No change	10,250	1,060	0.2%	0.2%	383	0	0.0%	Q1 2026	Apr 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	Added to	10,208	1,056	0.0%	0.0%	384	+7,506	277.79%	Q1 2026	May 01, 2026
Independent Advisor Alliance	History	New	10,208	1,055	0.01%	—	385	+10,208	New	Q1 2026	May 12, 2026
Kingsview Wealth Management, LLC	History	New	10,129	1,047	0.01%	—	387	+10,129	New	Q1 2026	May 12, 2026
Advisor Resource Council	History	Added to	10,131	1,047	0.34%	0.22%	386	+4,038	66.27%	Q1 2026	May 07, 2026
Virtue Capital Management, LLC	History	Reduced	10,070	1,041	0.16%	0.22%	388	-4,006	-28.46%	Q1 2026	May 07, 2026
Balance Wealth, LLC	History	Reduced	10,006	1,034	0.32%	0.59%	389	-7,800	-43.81%	Q1 2026	Apr 20, 2026
Fortis Advisors, LLC	History	Reduced	9,949	1,029	0.52%	1.39%	390	-15,178	-60.41%	Q1 2026	May 14, 2026
Vestmark Advisory Solutions, Inc.	History	Reduced	9,920	1,026	0.01%	0.02%	391	-2,733	-21.6%	Q1 2026	May 15, 2026
Elevation Capital Advisory, LLC	History	New	9,852	1,018	0.43%	—	392	+9,852	New	Q1 2026	May 08, 2026
Cascade Financial Partners, LLC	History	Reduced	9,699	1,003	0.1%	1.18%	393	-103,753	-91.45%	Q1 2026	May 12, 2026
Bank Julius Baer & Co. Ltd, Zurich	History	New	9,586	991	0.0%	—	394	+9,586	New	Q1 2026	May 05, 2026
Savvy Advisors, Inc.	History	Added to	9,530	985	0.03%	0.03%	395	+390	4.27%	Q1 2026	May 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	History	No change	9,416	973	0.06%	0.06%	396	0	0.0%	Q1 2026	Apr 14, 2026
DecisionMap Wealth Management, LLC	History	Reduced	9,209	952	0.62%	0.93%	397	-5,573	-37.7%	Q1 2026	Apr 15, 2026
Merit Financial Group, LLC	History	Added to	9,083	939	0.01%	0.0%	398	+3,022	49.86%	Q1 2026	Apr 15, 2026
WEALTHGARDEN F.S. LLC	History	Added to	9,067	937	0.64%	0.25%	399	+5,326	142.37%	Q1 2026	May 04, 2026
CIBC Private Wealth Group LLC	History	No change	9,072	928	0.0%	0.0%	400	0	0.0%	Q4 2025	Feb 12, 2026
Private Wealth Management Group, LLC	History	Added to	8,904	920	0.24%	0.24%	401	+72	0.82%	Q1 2026	Apr 23, 2026
BLUEDOOR PRIVATE WEALTH, LLC	History	Added to	8,856	915	0.42%	0.4%	402	+300	3.51%	Q1 2026	May 05, 2026
Evelyn Partners Asset Management Ltd	History	No change	8,815	911	0.22%	0.21%	403	0	0.0%	Q1 2026	May 15, 2026
Empirical Asset Management, LLC	History	Added to	8,800	910	0.24%	0.25%	404	+231	2.7%	Q1 2026	May 11, 2026
Latitude Advisors, LLC	History	Added to	8,729	902	0.41%	0.38%	405	+184	2.15%	Q1 2026	Apr 27, 2026
One Wealth Advisors, LLC	History	Added to	8,706	900	0.11%	0.09%	406	+1,891	27.75%	Q1 2026	Apr 21, 2026
Snowden Capital Advisors LLC	History	Reduced	8,633	892	0.02%	0.03%	407	-2,009	-18.88%	Q1 2026	May 14, 2026
TCI Wealth Advisors, Inc.	History	Reduced	8,461	875	0.05%	0.05%	408	-242	-2.78%	Q1 2026	Apr 27, 2026
Topor & Co. Korea	History	Added to	8,423	871	0.74%	0.64%	409	+85	1.02%	Q1 2026	Apr 27, 2026
Riverbend Wealth Management, LLC	History	Added to	8,259	854	0.49%	0.5%	410	+367	4.65%	Q1 2026	Apr 22, 2026
First PREMIER Bank	History	Reduced	8,073	835	0.19%	0.21%	411	-743	-8.43%	Q1 2026	Apr 20, 2026
Townsend Financial Planning, LLC	History	Added to	8,079	835	0.81%	0.81%	412	+161	2.03%	Q1 2026	Apr 28, 2026
Keebeck Wealth Management	History	Added to	8,061	833	0.09%	0.03%	413	+5,765	251.09%	Q1 2026	May 14, 2026
AQR CAPITAL MANAGEMENT LLC	History	New	7,995	826	0.0%	—	414	+7,995	New	Q1 2026	May 15, 2026
Fortitude Family Office, LLC	History	Added to	7,922	819	0.18%	0.01%	415	+7,335	1249.57%	Q1 2026	Apr 15, 2026
Matrix Trust Co	History	Reduced	7,902	817	0.14%	0.25%	416	-7,045	-47.13%	Q1 2026	Apr 09, 2026
FIRST NATIONAL BANK OF OMAHA	History	No change	7,871	813	0.03%	0.02%	417	0	0.0%	Q1 2026	May 11, 2026
OneDigital Investment Advisors LLC	History	Reduced	7,834	810	0.01%	0.01%	418	-2,412	-23.54%	Q1 2026	May 08, 2026
Ameritas Advisory Services, LLC	History	Reduced	7,794	806	0.03%	0.05%	419	-4,336	-35.75%	Q1 2026	May 12, 2026
Avant Financial Advisors LLC	History	Added to	7,789	805	0.57%	0.51%	420	+893	12.95%	Q1 2026	Apr 23, 2026
Collier Financial	History	Added to	7,745	801	0.61%	0.48%	421	+1,546	24.94%	Q1 2026	May 11, 2026
LaSalle St. Investment Advisors, LLC	History	Reduced	7,708	797	0.11%	0.13%	422	-172	-2.18%	Q1 2026	May 08, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC	History	Added to	7,611	787	0.34%	0.32%	423	+596	8.5%	Q1 2026	Apr 29, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	History	Reduced	7,507	776	0.11%	0.12%	424	-341	-4.35%	Q1 2026	Apr 24, 2026
Allworth Financial LP	History	Added to	7,486	774	0.0%	0.0%	425	+2	0.03%	Q1 2026	May 14, 2026
PFG Advisors	History	Added to	7,396	764	0.04%	0.01%	427	+4,870	192.79%	Q1 2026	May 05, 2026
SCOTIA CAPITAL INC.	History	Added to	7,392	764	0.0%	0.0%	426	+2,292	44.94%	Q1 2026	May 13, 2026
Trek Financial, LLC	History	Reduced	7,382	763	0.04%	0.27%	428	-37,716	-83.63%	Q1 2026	May 13, 2026
Cornerstone Financial Management LLC	History	Reduced	7,343	759	0.7%	0.86%	429	-1,626	-18.13%	Q1 2026	May 08, 2026
Eagle Bay Advisors LLC	History	Added to	7,335	758	0.67%	0.46%	430	+1,162	18.82%	Q1 2026	Apr 24, 2026
POTOMAC FUND MANAGEMENT INC /ADV	History	Added to	7,189	743	0.03%	0.02%	431	+736	11.41%	Q1 2026	May 14, 2026
Canandaigua National Trust Co of Florida	History	Reduced	7,172	741	0.59%	0.5%	432	-602	-7.74%	Q1 2026	Apr 08, 2026
Princeton Global Asset Management LLC	History	Reduced	6,982	722	0.12%	0.14%	433	-1,254	-15.23%	Q1 2026	Apr 22, 2026
EP Wealth Advisors, LLC	History	Added to	6,980	721	0.0%	0.0%	434	+3,146	82.06%	Q1 2026	May 14, 2026
Bucket List Wealth Management, LLC	History	Added to	6,975	721	0.43%	0.41%	435	+232	3.44%	Q1 2026	May 07, 2026
Sidoxia Capital Management, LLC	History	New	6,955	719	0.62%	—	436	+6,955	New	Q1 2026	May 11, 2026
Glass Jacobson Investment Advisors llc	History	Reduced	6,938	717	0.25%	0.27%	437	-403	-5.49%	Q1 2026	Apr 23, 2026
ATLAS CAPITAL ADVISORS INC.	History	Added to	6,908	714	0.08%	0.06%	438	+1,876	37.28%	Q1 2026	May 11, 2026
Composition Wealth, LLC	History	Reduced	6,831	706	0.01%	0.44%	439	-294,501	-97.73%	Q1 2026	Apr 08, 2026
Arbor Investment Advisors, LLC	History	Added to	6,831	706	0.09%	0.09%	440	+405	6.3%	Q1 2026	Apr 28, 2026
First Bank & Trust	History	Added to	6,807	704	0.11%	0.06%	441	+3,089	83.08%	Q1 2026	Apr 10, 2026
Hirtle & Co., LLC	History	No change	6,774	700	0.02%	0.02%	442	0	0.0%	Q1 2026	May 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC	History	Added to	6,738	696	0.1%	0.11%	443	+70	1.05%	Q1 2026	Apr 14, 2026
PW ADVISORS, LLC \ FL	History	Added to	6,705	693	0.52%	0.52%	444	+311	4.86%	Q1 2026	Apr 24, 2026
Joseph P. Lucia & Associates, LLC	History	Reduced	6,628	685	0.24%	0.25%	445	-285	-4.12%	Q1 2026	May 14, 2026
Kovack Advisors, Inc.	History	Added to	6,628	684	0.04%	0.02%	446	+3,134	89.7%	Q1 2026	May 12, 2026
BOS Asset Management, LLC	History	Added to	6,595	682	0.17%	0.17%	448	+254	4.01%	Q1 2026	Apr 08, 2026
United Asset Strategies, Inc.	History	Added to	6,594	682	0.05%	0.05%	447	+119	1.84%	Q1 2026	Apr 29, 2026
INTEGRITY ALLIANCE, LLC.	History	Reduced	6,561	678	0.03%	0.04%	449	-3,644	-35.71%	Q1 2026	May 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC	History	Added to	6,508	673	0.07%	0.07%	450	+37	0.57%	Q1 2026	Apr 27, 2026
PRIVATE TRUST CO NA	History	Reduced	6,490	671	0.06%	0.07%	451	-1,241	-16.05%	Q1 2026	Apr 30, 2026
Factor Wealth Management LTD	History	Reduced	6,435	665	0.13%	0.14%	452	-50	-0.77%	Q1 2026	Apr 20, 2026
Holos Integrated Wealth LLC	History	New	6,418	663	0.34%	—	453	+6,418	New	Q1 2026	Apr 08, 2026
Clarity Asset Management, Inc.	History	New	6,396	661	0.33%	—	455	+6,396	New	Q1 2026	May 04, 2026
Wedmont Private Capital	History	Reduced	6,405	661	0.02%	0.02%	454	-60	-0.93%	Q1 2026	Apr 09, 2026
Eaton Financial Holdings Company, LLC	History	New	6,287	650	0.21%	—	456	+6,287	New	Q1 2026	Apr 15, 2026
Vise Technologies, Inc.	History	No change	6,334	648	0.01%	0.01%	457	0	0.0%	Q1 2026	Apr 21, 2026
Smith Partners Wealth Management, LLC	History	Added to	6,262	647	0.58%	0.56%	458	+262	4.37%	Q1 2026	May 11, 2026
HARBOUR INVESTMENTS, INC.	History	Added to	6,240	645	0.01%	0.0%	459	+4,629	287.34%	Q1 2026	May 15, 2026
Selective Wealth Management, Inc.	History	No change	6,115	636	0.19%	0.2%	460	0	0.0%	Q1 2026	Apr 30, 2026
BTG Pactual Asset Management US LLC	History	Added to	6,041	625	0.05%	0.06%	461	+110	1.85%	Q1 2026	May 14, 2026
Disciplined Investments, LLC	History	Reduced	6,022	622	0.22%	0.24%	462	-100	-1.63%	Q1 2026	May 12, 2026
Silver Grove Financial Group, Inc.	History	Reduced	6,019	622	0.5%	0.54%	463	-23	-0.38%	Q1 2026	May 15, 2026
Buttonwood Financial Group, LLC	History	Added to	5,893	609	0.37%	0.32%	464	+96	1.66%	Q1 2026	Apr 15, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	History	Added to	5,881	608	0.13%	0.1%	465	+731	14.19%	Q1 2026	Apr 30, 2026
ALTERNA WEALTH MANAGEMENT, INC	History	Reduced	5,861	606	0.46%	0.64%	466	-1,621	-21.67%	Q1 2026	Apr 27, 2026
Cadent Capital Advisors, LLC	History	Added to	5,810	600	0.16%	0.14%	467	+324	5.91%	Q1 2026	Apr 08, 2026
Westover Capital Advisors, LLC	History	Reduced	5,801	599	0.11%	0.11%	468	-116	-1.96%	Q1 2026	May 05, 2026
Oakmont Advisory Group, LLC	History	Reduced	5,761	595	0.61%	0.97%	469	-3,088	-34.9%	Q1 2026	May 12, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	History	Reduced	5,738	593	0.52%	0.54%	470	-97	-1.66%	Q1 2026	May 15, 2026
WealthPlan Investment Management, LLC	History	New	5,732	592	0.03%	—	471	+5,732	New	Q1 2026	Apr 29, 2026
COREPATH WEALTH PARTNERS LLC	History	Reduced	5,720	591	0.4%	0.39%	472	-1	-0.02%	Q1 2026	Apr 10, 2026
Meridian Wealth Management, LLC	History	Added to	5,668	586	0.02%	0.02%	473	+1,106	24.24%	Q1 2026	May 06, 2026
LongView Wealth Management	History	Reduced	5,642	584	0.15%	0.68%	474	-21,698	-79.36%	Q1 2026	Apr 15, 2026
WASHINGTON TRUST Co	History	Reduced	5,577	576	0.02%	0.02%	475	-54	-0.96%	Q1 2026	Apr 06, 2026
Marotta Asset Management	History	Added to	5,533	570	0.1%	0.07%	476	+2,072	59.87%	Q1 2026	Apr 27, 2026
Ascentis Independent Advisors	History	New	5,508	569	0.04%	—	477	+5,508	New	Q1 2026	Apr 28, 2026
ORG Partners LLC	History	No change	5,506	563	0.1%	0.1%	478	0	0.0%	Q4 2025	Jan 14, 2026
OneAscent Financial Services LLC	History	Added to	5,431	561	0.03%	0.05%	479	+529	10.79%	Q1 2026	Apr 21, 2026
West Wealth Group, LLC	History	Reduced	5,374	555	0.11%	0.18%	480	-3,210	-37.4%	Q1 2026	May 11, 2026
XTX Topco Ltd	History	New	5,312	549	0.01%	—	481	+5,312	New	Q1 2026	May 15, 2026
PFG Investments, LLC	History	New	5,306	548	0.03%	—	482	+5,306	New	Q1 2026	Apr 27, 2026
Wallace Advisory Group, LLC	History	Reduced	5,276	545	0.58%	1.31%	484	-6,902	-56.68%	Q1 2026	Apr 21, 2026
FC Advisory LLC	History	Reduced	5,275	545	0.16%	0.16%	483	-102	-1.9%	Q1 2026	Apr 14, 2026
DeLarme Wealth Management, Inc.	History	Added to	5,265	544	0.35%	0.18%	485	+2,775	111.45%	Q1 2026	Apr 23, 2026
Rothschild Capital Partners, LLC	History	New	5,253	543	0.13%	—	486	+5,253	New	Q1 2026	May 15, 2026
RFG Advisory, LLC	History	Reduced	5,233	541	0.01%	0.01%	487	-45	-0.85%	Q1 2026	Apr 17, 2026
Geneos Wealth Management Inc.	History	Added to	5,165	534	0.01%	0.01%	488	+388	8.12%	Q1 2026	May 04, 2026
LaFleur & Godfrey LLC	History	Added to	5,156	533	0.07%	0.06%	489	+112	2.22%	Q1 2026	May 04, 2026
CIBC Bancorp USA Inc.	History	New	5,139	532	0.0%	—	490	+5,139	New	Q1 2026	May 12, 2026
Archer Investment Management, LLC	History	Added to	5,141	531	0.22%	0.11%	492	+3,146	157.69%	Q1 2026	Apr 08, 2026
Stratos Investment Management, LLC	History	Reduced	5,137	531	0.02%	0.02%	491	-5	-0.1%	Q1 2026	Apr 28, 2026
RHS Financial, LLC	History	Added to	5,069	524	0.25%	0.16%	493	+1,927	61.33%	Q1 2026	Apr 28, 2026
RIK SAYLOR FINANCIAL, INC.	History	Reduced	5,058	523	0.4%	0.38%	494	-49	-0.96%	Q1 2026	May 08, 2026
Sequoia Financial Advisors, LLC	History	No change	5,029	520	0.0%	0.0%	495	0	0.0%	Q1 2026	Apr 30, 2026
Sharp Wealth Advisory, LLC	History	Added to	5,019	519	0.26%	0.25%	496	+167	3.44%	Q1 2026	Apr 27, 2026
CLEAR INVESTMENT RESEARCH, LLC	History	Reduced	5,016	518	0.81%	0.86%	497	-65	-1.28%	Q1 2026	May 04, 2026
Marex Group plc	History	New	5,000	517	0.0%	—	498	+5,000	New	Q1 2026	May 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	Added to	4,991	516	0.02%	0.02%	499	+872	21.17%	Q1 2026	Apr 28, 2026
LOWE BROCKENBROUGH & CO INC	History	No change	4,986	515	0.03%	0.03%	500	0	0.0%	Q1 2026	May 07, 2026
Lodestone Wealth Management LLC	History	No change	4,978	514	0.2%	0.21%	501	0	0.0%	Q1 2026	May 01, 2026
Henrickson Nauta Wealth Advisors, Inc.	History	Reduced	4,932	510	0.14%	0.15%	502	-4,932	-50.0%	Q1 2026	Apr 16, 2026
Jaffetilchin Investment Partners, LLC	History	Reduced	4,925	509	0.03%	0.03%	503	-307	-5.87%	Q1 2026	May 13, 2026
Stratos Wealth Partners, LTD.	History	Reduced	4,906	507	0.01%	0.01%	504	-3,194	-39.43%	Q1 2026	Apr 28, 2026
GREENLEAF TRUST	History	No change	4,880	504	0.0%	0.0%	505	0	0.0%	Q1 2026	Apr 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	Reduced	4,863	502	0.0%	0.01%	506	-10,166	-67.64%	Q1 2026	May 15, 2026
EHRLICH FINANCIAL GROUP	History	Reduced	4,857	502	0.29%	0.58%	507	-5,099	-51.22%	Q1 2026	Apr 08, 2026
RAM Investment Partners, LLC	History	New	4,857	502	0.09%	—	508	+4,857	New	Q1 2026	May 04, 2026
Integrated Advisors Network LLC	History	Reduced	4,840	500	0.03%	0.12%	509	-22,611	-82.37%	Q1 2026	Apr 28, 2026
Wealthspire Advisors, LLC	History	Reduced	4,746	490	0.0%	0.0%	510	-70	-1.45%	Q1 2026	May 01, 2026
CENTAURUS FINANCIAL, INC.	History	Reduced	4,709	487	0.02%	0.02%	511	-43	-0.9%	Q1 2026	May 18, 2026
Financial Harvest, LLC	History	Added to	4,684	484	0.29%	0.29%	512	+47	1.01%	Q1 2026	May 05, 2026
Ellis Investment Partners, LLC	History	Reduced	4,655	481	0.08%	0.08%	513	-92	-1.94%	Q1 2026	May 12, 2026
Blankinship & Foster, LLC	History	Added to	4,600	475	0.11%	0.06%	514	+1,720	59.72%	Q1 2026	Apr 17, 2026
Mayflower Financial Advisors, LLC	History	Added to	4,594	475	0.06%	0.06%	515	+54	1.19%	Q1 2026	Apr 23, 2026
Maridea Wealth Management LLC	History	Reduced	4,580	473	0.07%	0.07%	516	-231	-4.8%	Q1 2026	Apr 21, 2026
Apex Wealth Management, LLC	History	Reduced	4,567	472	0.32%	3.09%	517	-25,160	-84.64%	Q1 2026	Apr 15, 2026
North Ridge Wealth Advisors, Inc.	History	Added to	4,498	465	0.26%	0.26%	518	+1	0.02%	Q1 2026	May 14, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	History	No change	4,495	464	0.02%	0.02%	519	0	0.0%	Q1 2026	May 08, 2026
CWA Asset Management Group, LLC	History	Added to	4,452	460	0.02%	0.01%	520	+2,244	101.63%	Q1 2026	Apr 20, 2026
Verdence Capital Advisors LLC	History	Added to	4,438	459	0.03%	0.03%	521	+231	5.49%	Q1 2026	Apr 30, 2026
ARK & TLK INVESTMENTS, LLC	History	No change	4,428	457	0.12%	0.12%	522	0	0.0%	Q1 2026	May 12, 2026
Mountain Capital Investment Advisors Inc.	History	New	4,373	455	0.07%	—	523	+4,373	New	Q1 2026	May 11, 2026
UPTICK PARTNERS, LLC	History	Added to	4,392	454	0.09%	0.1%	524	+19	0.43%	Q1 2026	May 01, 2026
MADDEN SECURITIES Corp	History	Added to	4,340	448	0.13%	0.13%	525	+130	3.09%	Q1 2026	May 05, 2026
Patten Group, Inc.	History	Reduced	4,327	447	0.08%	0.13%	527	-2,453	-36.18%	Q1 2026	Apr 24, 2026
Triad Wealth Partners, LLC	History	Added to	4,324	447	0.04%	0.04%	528	+308	7.67%	Q1 2026	Apr 16, 2026
Obermeyer Wealth Partners	History	No change	4,326	447	0.02%	0.02%	526	0	0.0%	Q1 2026	Apr 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	Reduced	4,240	441	0.01%	0.02%	529	-51	-1.19%	Q1 2026	May 01, 2026
OPPENHEIMER & CO INC	History	Added to	4,247	439	0.01%	0.01%	530	+425	11.12%	Q1 2026	Apr 23, 2026
Quantinno Capital Management LP	History	New	4,236	438	0.0%	—	531	+4,236	New	Q1 2026	May 15, 2026
MIDDLETON & CO INC/MA	History	No change	4,101	424	0.05%	0.04%	532	0	0.0%	Q1 2026	May 08, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	Reduced	4,083	422	0.03%	0.05%	533	-2,239	-35.42%	Q1 2026	May 12, 2026
Madson Wealth Advisors Inc	History	New	4,035	417	0.35%	—	534	+4,035	New	Q1 2026	Apr 21, 2026
Affinity Capital Advisors, LLC	History	Reduced	3,988	412	0.06%	0.06%	535	-50	-1.24%	Q1 2026	Apr 13, 2026
Keystone Wealth Services, LLC	History	Reduced	3,924	405	0.09%	0.08%	536	-11	-0.28%	Q1 2026	May 13, 2026
PRINCIPAL SECURITIES, INC.	History	Reduced	3,885	401	0.01%	0.01%	537	-2,830	-42.14%	Q1 2026	May 13, 2026
FIDUCIARY TRUST CO	History	Added to	3,843	397	0.0%	0.0%	538	+1,363	54.96%	Q1 2026	May 15, 2026
Sovran Advisors, LLC	History	Reduced	3,803	396	0.03%	0.06%	539	-3,358	-46.89%	Q1 2026	May 01, 2026
Laurel Wealth Advisors LLC	History	Added to	3,805	394	0.04%	0.04%	541	+800	26.62%	Q1 2026	May 12, 2026
Essential Partners LLC	History	Added to	3,811	394	0.13%	0.11%	542	+237	6.63%	Q1 2026	May 21, 2026
Eagle Capital Management, LLC	History	No change	3,812	394	0.16%	0.14%	540	0	0.0%	Q1 2026	Apr 20, 2026
Thrive Capital Management, LLC	History	Reduced	3,808	393	0.09%	0.11%	543	-1,060	-21.77%	Q1 2026	Apr 27, 2026
BOSTON FAMILY OFFICE LLC	History	Added to	3,746	387	0.03%	0.02%	544	+1,050	38.95%	Q1 2026	May 13, 2026
TOTH FINANCIAL ADVISORY CORP	History	Reduced	3,590	371	0.04%	0.04%	545	-200	-5.28%	Q1 2026	Apr 16, 2026
NORTHERN TRUST CORP	History	Reduced	3,551	367	0.0%	0.0%	546	-291	-7.57%	Q1 2026	May 14, 2026
Chokshi & Queen Wealth Advisors, Inc	History	New	3,527	364	0.19%	—	547	+3,527	New	Q1 2026	May 15, 2026
Financial Network Wealth Advisors LLC	History	Reduced	3,516	363	0.37%	0.73%	548	-3,340	-48.72%	Q1 2026	May 14, 2026
Beacon Financial Advisory LLC	History	Reduced	3,482	360	0.08%	0.08%	549	-7	-0.2%	Q1 2026	Apr 27, 2026
Western Wealth Management, LLC	History	Reduced	3,480	359	0.01%	0.05%	551	-7,156	-67.28%	Q1 2026	May 19, 2026
M&T BANK CORP	History	Added to	3,474	359	0.0%	0.0%	550	+221	6.79%	Q1 2026	May 12, 2026
Core Wealth Partners LLC	History	No change	3,468	358	0.17%	0.16%	552	0	0.0%	Q1 2026	May 08, 2026
Avior Wealth Management, LLC	History	Added to	3,438	355	0.01%	0.01%	553	+228	7.1%	Q1 2026	Apr 09, 2026
Rehmann Capital Advisory Group	History	Added to	3,441	355	0.02%	0.02%	554	+153	4.65%	Q1 2026	May 15, 2026
HighPoint Advisor Group LLC	History	New	3,418	353	0.01%	—	556	+3,418	New	Q1 2026	May 14, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	History	Added to	3,418	353	0.06%	0.05%	555	+18	0.53%	Q1 2026	Apr 13, 2026
Mosley Wealth Management	History	Added to	3,389	350	0.16%	0.16%	557	+57	1.71%	Q1 2026	Apr 27, 2026
Adams Wealth Management	History	Reduced	3,344	345	0.08%	0.08%	558	-135	-3.88%	Q1 2026	May 11, 2026
CacheTech Inc.	History	Reduced	3,344	345	0.07%	0.07%	559	-135	-3.88%	Q1 2026	May 11, 2026
Lido Advisors, LLC	History	Added to	3,315	342	0.0%	0.0%	560	+243	7.91%	Q1 2026	May 13, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	History	Reduced	3,294	340	0.1%	0.13%	561	-1,280	-27.98%	Q1 2026	May 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	Reduced	3,280	339	0.01%	0.01%	562	-1,272	-27.94%	Q1 2026	May 15, 2026
Mine & Arao Wealth Creation & Management, LLC.	History	No change	3,270	338	0.14%	0.13%	563	0	0.0%	Q1 2026	Apr 29, 2026
Ameritas Investment Partners, Inc.	History	No change	3,261	337	0.01%	0.01%	564	0	0.0%	Q1 2026	May 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL	History	No change	3,200	331	0.01%	0.01%	565	0	0.0%	Q1 2026	May 12, 2026
MORTON COMMUNITY BANK	History	No change	3,200	330	0.07%	0.07%	566	0	0.0%	Q1 2026	May 14, 2026
SAGESPRING WEALTH PARTNERS, LLC	History	Reduced	3,189	329	0.01%	0.02%	567	-7,415	-69.93%	Q1 2026	May 07, 2026
Inlight Wealth Management, LLC	History	Added to	3,169	327	0.12%	0.1%	568	+401	14.49%	Q1 2026	May 04, 2026
CATHY PARETO & ASSOCIATES, INC	History	New	3,115	322	0.22%	—	569	+3,115	New	Q1 2026	Apr 14, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	Reduced	3,112	321	0.01%	0.01%	570	-154	-4.72%	Q1 2026	Apr 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC	History	Reduced	3,103	320	0.02%	0.02%	571	-2	-0.06%	Q1 2026	Apr 17, 2026
Apella Capital, LLC	History	New	3,069	318	0.0%	—	572	+3,069	New	Q1 2026	Apr 20, 2026
Capital Analysts, LLC	History	Reduced	3,071	317	0.01%	0.05%	573	-12,505	-80.28%	Q1 2026	May 14, 2026
GRAND WEALTH MANAGEMENT, LLC	History	Reduced	3,068	317	0.15%	0.19%	574	-1,130	-26.92%	Q1 2026	May 08, 2026
Skyline Advisors, Inc.	History	New	3,050	315	0.11%	—	576	+3,050	New	Q1 2026	Apr 20, 2026
Align Financial, LLC	History	New	3,047	315	0.18%	—	577	+3,047	New	Q1 2026	May 08, 2026
MONECO ADVISORS, LLC	History	Added to	3,053	315	0.02%	0.02%	575	+22	0.73%	Q1 2026	May 07, 2026
Kohmann Bosshard Financial Services, LLC	History	Reduced	3,013	311	0.03%	0.03%	578	-585	-16.26%	Q1 2026	May 01, 2026
Global View Capital Management LLC	History	Reduced	3,001	310	0.08%	0.06%	579	-23	-0.76%	Q1 2026	May 04, 2026
WealthShield Partners, LLC	History	Added to	2,988	309	0.03%	0.03%	580	+85	2.93%	Q1 2026	May 01, 2026
Aurelius Family Office LLC	History	No change	2,968	306	0.13%	0.13%	581	0	0.0%	Q1 2026	Apr 08, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC	History	Reduced	2,906	302	0.13%	0.13%	582	-75	-2.52%	Q1 2026	May 04, 2026
W.H. Cornerstone Investments Inc.	History	No change	2,917	301	0.19%	0.18%	583	0	0.0%	Q1 2026	Apr 28, 2026
Cyndeo Wealth Partners, LLC	History	Reduced	2,906	300	0.02%	0.03%	585	-1,960	-40.28%	Q1 2026	Apr 13, 2026
SATOVSKY ASSET MANAGEMENT LLC	History	No change	2,907	300	0.05%	0.06%	584	0	0.0%	Q1 2026	May 14, 2026
TCFG Investment Advisors, LLC	History	New	2,896	299	0.11%	—	587	+2,896	New	Q1 2026	May 05, 2026
TCFG WEALTH MANAGEMENT, LLC	History	Reduced	2,896	299	0.11%	0.13%	586	-243	-7.74%	Q1 2026	Apr 23, 2026
GeoWealth Management, LLC	History	New	2,860	295	0.01%	—	588	+2,860	New	Q1 2026	May 13, 2026
Andina Capital Management, LLC	History	Reduced	2,849	294	0.26%	0.42%	590	-3,961	-58.16%	Q1 2026	Apr 17, 2026
Gibbs Wealth Management	History	Reduced	2,848	294	0.04%	0.12%	591	-2,144	-42.95%	Q1 2026	May 13, 2026
Berger Financial Group, Inc	History	Reduced	2,850	294	0.02%	0.02%	589	-24	-0.84%	Q1 2026	Apr 28, 2026
Global Endowment Management, LP	History	New	2,817	291	0.03%	—	592	+2,817	New	Q1 2026	May 14, 2026
Pflug Koory, LLC	History	Added to	2,808	290	0.13%	0.13%	593	+90	3.31%	Q1 2026	Apr 21, 2026
Gladstone Institutional Advisory LLC	History	Reduced	2,769	286	0.01%	0.01%	594	-67	-2.36%	Q1 2026	May 14, 2026
Csenge Advisory Group	History	New	2,755	284	0.01%	—	595	+2,755	New	Q1 2026	Apr 30, 2026
AdvisorNet Financial, Inc	History	Added to	2,729	282	0.01%	0.01%	596	+138	5.33%	Q1 2026	Apr 17, 2026
Smith & Howard Wealth Management, LLC	History	No change	2,734	282	0.06%	0.06%	597	0	0.0%	Q1 2026	Apr 27, 2026
Tradewinds Capital Management, LLC	History	No change	2,735	282	0.06%	0.06%	598	0	0.0%	Q1 2026	Apr 14, 2026
Pinnacle Bancorp, Inc.	History	No change	2,734	282	0.08%	0.08%	599	0	0.0%	Q1 2026	Apr 22, 2026
ASHTON THOMAS SECURITIES, LLC	History	New	2,711	280	0.04%	—	600	+2,711	New	Q1 2026	May 18, 2026
D.A. DAVIDSON & CO.	History	Reduced	2,632	272	0.0%	0.0%	601	-7	-0.27%	Q1 2026	May 05, 2026
Prosperity Consulting Group, LLC	History	Reduced	2,621	271	0.01%	0.03%	602	-4,653	-63.97%	Q1 2026	May 05, 2026
Independence Financial Advisors, LLC	History	No change	2,615	270	0.08%	0.07%	603	0	0.0%	Q1 2026	Apr 15, 2026
Stablepoint Partners, LLC	History	New	2,600	268	0.04%	—	604	+2,600	New	Q1 2026	Apr 30, 2026
Atwater Malick LLC	History	Reduced	2,576	266	0.07%	0.08%	605	-158	-5.78%	Q1 2026	Apr 22, 2026
Frank, Rimerman Advisors LLC	History	No change	2,580	266	0.02%	0.02%	606	0	0.0%	Q1 2026	Apr 29, 2026
Bravias Capital Group, LLC	History	Reduced	2,564	265	0.17%	0.16%	607	-39	-1.5%	Q1 2026	Apr 28, 2026
ATLas Financial Planning LLC	History	Reduced	2,539	262	0.23%	0.27%	608	-172	-6.34%	Q1 2026	Apr 27, 2026
Liberty Capital Management, Inc.	History	No change	2,519	257	0.05%	0.05%	609	0	0.0%	Q4 2025	Jan 26, 2026
CHILTON CAPITAL MANAGEMENT LLC	History	No change	2,474	255	0.01%	0.01%	610	0	0.0%	Q1 2026	May 11, 2026
STRATEGIC ADVISORY PARTNERS, LLC	History	Added to	2,455	253	0.2%	0.19%	611	+178	7.82%	Q1 2026	Apr 16, 2026
Net Worth Advisory Group	History	No change	2,444	252	0.05%	0.05%	612	0	0.0%	Q1 2026	May 05, 2026
Accurate Wealth Management, LLC	History	Reduced	2,414	249	0.03%	0.03%	613	-42	-1.71%	Q1 2026	Apr 22, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	New	2,383	246	0.0%	—	614	+2,383	New	Q1 2026	May 11, 2026
Eddie Patel Inc	History	New	2,370	245	0.19%	—	616	+2,370	New	Q1 2026	May 11, 2026
Vivaldi Capital Management LP	History	Reduced	2,372	245	0.03%	0.03%	615	-26	-1.08%	Q1 2026	May 14, 2026
Venturi Wealth Management, LLC	History	Added to	2,314	239	0.01%	0.01%	617	+354	18.06%	Q1 2026	Apr 21, 2026
Beaird Harris Wealth Management, LLC	History	Reduced	2,275	235	0.02%	0.02%	618	-1	-0.04%	Q1 2026	May 14, 2026
Brindle & Bay Financial Advisors, LLC	History	Reduced	2,244	232	0.14%	0.31%	619	-2,352	-51.17%	Q1 2026	May 04, 2026
NORDEN GROUP LLC	History	Reduced	2,233	231	0.02%	0.07%	623	-4,353	-66.09%	Q1 2026	Apr 15, 2026
Penobscot Investment Management Company, Inc.	History	No change	2,243	231	0.02%	0.02%	620	0	0.0%	Q1 2026	Apr 29, 2026
Evanson Asset Management, LLC	History	No change	2,241	231	0.01%	0.01%	621	0	0.0%	Q1 2026	Apr 08, 2026
HBW ADVISORY SERVICES LLC	History	No change	2,243	231	0.02%	0.02%	622	0	0.0%	Q1 2026	May 04, 2026
AlphaCore Capital LLC	History	Reduced	2,177	225	0.01%	0.0%	624	-20	-0.91%	Q1 2026	May 15, 2026
Fiduciary Alliance LLC	History	New	2,160	223	0.01%	—	625	+2,160	New	Q1 2026	Apr 20, 2026
Advyzon Investment Management, LLC	History	Reduced	2,146	221	0.02%	0.04%	628	-1,381	-39.16%	Q1 2026	May 12, 2026
First Command Advisory Services, Inc.	History	Added to	2,144	221	0.0%	0.0%	626	+56	2.68%	Q1 2026	May 07, 2026
Ergawealth Advisors, Inc.	History	Reduced	2,143	221	0.1%	0.1%	627	-20	-0.92%	Q1 2026	Apr 27, 2026
Ted Buchan & Co	History	Reduced	2,129	220	0.08%	0.2%	629	-3,246	-60.39%	Q1 2026	May 14, 2026
Tanager Wealth Management LLP	History	New	2,118	219	0.02%	—	630	+2,118	New	Q1 2026	Apr 20, 2026
Evelyn Partners Investment Management (Europe) Ltd	History	Added to	2,105	217	0.07%	0.05%	631	+494	30.66%	Q1 2026	May 15, 2026
LIBERTY WEALTH MANAGEMENT LLC	History	Reduced	2,098	216	0.03%	0.08%	632	-4,196	-66.67%	Q1 2026	May 12, 2026
TRUSTMARK BANK TRUST DEPARTMENT	History	No change	2,085	215	0.01%	0.01%	633	0	0.0%	Q1 2026	May 14, 2026
Prairiewood Capital, LLC	History	Reduced	2,075	214	0.06%	0.09%	636	-753	-26.63%	Q1 2026	Apr 16, 2026
Acorns Advisers, LLC	History	Reduced	2,067	214	0.0%	0.0%	635	-31	-1.48%	Q1 2026	May 14, 2026
ANCHOR CAPITAL ADVISORS LLC	History	No change	2,078	214	0.01%	0.01%	634	0	0.0%	Q1 2026	May 12, 2026
Aprio Wealth Management, LLC	History	No change	2,060	213	0.01%	0.01%	637	0	0.0%	Q1 2026	May 11, 2026
Selby Wealth Management, LLC	History	No change	2,059	212	0.08%	0.08%	638	0	0.0%	Q1 2026	Apr 08, 2026
Symmetry Partners, LLC	History	No change	2,032	210	0.01%	0.01%	639	0	0.0%	Q1 2026	Apr 27, 2026
Donalies Financial Planning, LLC	History	Added to	2,019	208	0.18%	0.17%	640	+19	0.95%	Q1 2026	May 05, 2026
Archer Investment Corp	History	Added to	2,010	207	0.04%	0.04%	641	+135	7.2%	Q1 2026	May 04, 2026
WBH ADVISORY INC	History	No change	2,000	206	0.02%	0.02%	642	0	0.0%	Q1 2026	Apr 27, 2026
Sterneck Capital Management, LLC	History	No change	2,000	206	0.09%	0.09%	643	0	0.0%	Q1 2026	Apr 16, 2026
Continuum Advisory, LLC	History	Reduced	1,953	202	0.02%	0.02%	645	-55	-2.74%	Q1 2026	Apr 22, 2026
WEDBUSH SECURITIES INC	History	No change	1,955	202	0.01%	0.01%	644	0	0.0%	Q1 2026	Apr 21, 2026
Pine Harbor Wealth Management, LLC	History	New	1,942	200	0.06%	—	647	+1,942	New	Q1 2026	Apr 28, 2026
High Falls Advisors, Inc	History	No change	1,956	200	0.04%	0.04%	646	0	0.0%	Q4 2025	Feb 18, 2026
JPL Wealth Management, LLC	History	New	1,876	194	0.04%	—	648	+1,876	New	Q1 2026	May 08, 2026
ELEVATION WEALTH PARTNERS, LLC	History	No change	1,815	187	0.07%	0.07%	649	0	0.0%	Q1 2026	Apr 14, 2026
Marshall & Sterling Wealth Advisors Inc.	History	No change	1,632	168	0.11%	0.11%	650	0	0.0%	Q1 2026	May 07, 2026
Strategic Wealth Partners, Ltd.	History	No change	1,615	167	0.01%	0.01%	651	0	0.0%	Q1 2026	May 12, 2026
MATHER GROUP, LLC.	History	New	1,487	153	0.0%	—	652	+1,487	New	Q1 2026	Apr 13, 2026
Parallel Advisors, LLC	History	Added to	1,438	148	0.0%	0.0%	653	+94	6.99%	Q1 2026	May 07, 2026
Medallion Wealth Advisors, LLC	History	Added to	1,326	137	0.04%	0.03%	654	+538	68.27%	Q1 2026	Apr 24, 2026
Migdal Insurance & Financial Holdings Ltd.	History	Added to	1,312	135	0.0%	0.0%	655	+72	5.81%	Q1 2026	May 14, 2026
Stelac Advisory Services LLC	History	New	1,259	130	0.03%	—	656	+1,259	New	Q1 2026	May 08, 2026
Northwest Capital Management Inc	History	No change	1,194	122	0.53%	0.53%	657	0	0.0%	Q4 2025	Jan 26, 2026
Stone House Investment Management, LLC	History	Reduced	1,147	118	0.02%	0.02%	658	-15	-1.29%	Q1 2026	Apr 22, 2026
EFG International AG	History	New	1,067	110	0.0%	—	661	+1,067	New	Q1 2026	May 15, 2026
Horizons Wealth Management	History	Reduced	1,069	110	0.07%	0.07%	660	-19	-1.75%	Q1 2026	Apr 02, 2026
CoreCap Advisors, LLC	History	Added to	1,067	110	0.0%	0.0%	659	+6	0.57%	Q1 2026	Apr 07, 2026
TD Capital Management LLC	History	No change	1,059	109	0.01%	0.01%	662	0	0.0%	Q1 2026	May 11, 2026
BARRETT & COMPANY, INC.	History	No change	1,051	108	0.04%	0.04%	663	0	0.0%	Q1 2026	May 04, 2026
Legacy Bridge, LLC	History	No change	1,030	106	0.04%	0.04%	664	0	0.0%	Q1 2026	May 14, 2026
Adalta Capital Management LLC	History	Reduced	1,000	103	0.05%	0.19%	665	-3,060	-75.37%	Q1 2026	May 15, 2026
Triumph Capital Management	History	Reduced	1,001	103	0.02%	0.02%	666	-33	-3.19%	Q1 2026	May 13, 2026
MOTCO	History	No change	962	99	0.01%	0.01%	667	0	0.0%	Q1 2026	Apr 22, 2026
Signature Resources Capital Management, LLC	History	Added to	941	97	0.05%	0.03%	668	+283	43.01%	Q1 2026	May 01, 2026
Founders Financial Alliance, LLC	History	Added to	904	93	0.02%	0.0%	669	+862	2052.38%	Q1 2026	May 11, 2026
WFA of San Diego, LLC	History	Added to	870	89	0.07%	0.05%	670	+225	34.88%	Q1 2026	May 11, 2026
Vision Retirement, LLC	History	Reduced	830	85	0.02%	0.04%	671	-540	-39.42%	Q1 2026	May 07, 2026
Spire Wealth Management	History	Reduced	806	83	0.0%	0.0%	672	-504	-38.47%	Q1 2026	Apr 22, 2026
Rossby Financial, LCC	History	Added to	777	80	0.02%	0.02%	673	+49	6.73%	Q1 2026	May 11, 2026
Addison Advisors LLC	History	New	770	79	0.02%	—	674	+770	New	Q1 2026	May 08, 2026
Arax Advisory Partners	History	Reduced	711	73	0.0%	0.01%	675	-1,550	-68.55%	Q1 2026	May 13, 2026
Cornerstone Planning Group LLC	History	Added to	685	70	0.01%	0.01%	676	+54	8.56%	Q1 2026	May 06, 2026
TD Waterhouse Canada Inc.	History	New	666	68	0.0%	—	678	+666	New	Q1 2026	May 12, 2026
SageView Advisory Group, LLC	History	No change	670	68	0.0%	0.0%	677	0	0.0%	Q4 2025	Feb 17, 2026
NFSG Corp	History	No change	639	66	0.01%	0.01%	679	0	0.0%	Q1 2026	May 05, 2026
Wilmington Savings Fund Society, FSB	History	Added to	568	58	0.0%	0.0%	680	+225	65.6%	Q1 2026	Apr 30, 2026
Gen-Wealth Partners Inc	History	Reduced	548	56	0.02%	0.02%	681	-30	-5.19%	Q1 2026	May 08, 2026
IMG Wealth Management, Inc.	History	No change	543	56	0.04%	0.03%	682	0	0.0%	Q1 2026	May 15, 2026
C M BIDWELL & ASSOCIATES LTD	History	No change	515	53	0.02%	0.02%	683	0	0.0%	Q1 2026	May 14, 2026
Bradley & Co. Private Wealth Management, LLC	History	No change	520	53	0.03%	0.03%	684	0	0.0%	Q1 2026	May 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	History	Added to	472	48	0.01%	0.01%	685	+10	2.16%	Q1 2026	Apr 29, 2026
Clearstead Advisors, LLC	History	Added to	442	45	0.0%	0.0%	686	+242	121.0%	Q1 2026	May 06, 2026
CHESAPEAKE ASSET MANAGEMENT LLC	History	No change	443	45	0.04%	0.04%	687	0	0.0%	Q1 2026	May 12, 2026
Running Point Capital Advisors, LLC	History	No change	449	45	0.01%	0.01%	688	0	0.0%	Q4 2025	Feb 17, 2026
Birchwood Financial Partners, Inc.	History	No change	411	42	0.04%	0.04%	689	0	0.0%	Q1 2026	May 05, 2026
Scarborough Advisors, LLC	History	Reduced	404	41	0.0%	0.02%	691	-990	-71.02%	Q1 2026	May 07, 2026
BLUELINE ADVISORS LLC	History	Reduced	402	41	0.03%	0.1%	693	-820	-67.1%	Q1 2026	Apr 07, 2026
Avalon Trust Co	History	No change	400	41	0.0%	0.0%	690	0	0.0%	Q1 2026	May 06, 2026
Torren Management, LLC	History	No change	403	41	0.02%	0.02%	692	0	0.0%	Q1 2026	Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	New	387	40	0.0%	—	695	+387	New	Q1 2026	May 13, 2026
NBC SECURITIES, INC.	History	Added to	395	40	0.0%	0.0%	694	+265	203.85%	Q1 2026	Apr 14, 2026
Golden State Wealth Management, LLC	History	New	333	34	0.0%	—	699	+333	New	Q1 2026	Apr 28, 2026
EverSource Wealth Advisors, LLC	History	Added to	339	34	0.0%	0.0%	697	+26	8.31%	Q1 2026	May 15, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	History	No change	329	34	0.01%	0.01%	696	0	0.0%	Q1 2026	Apr 27, 2026
AMERIFLEX GROUP, INC.	History	No change	338	34	0.02%	0.02%	698	0	0.0%	Q1 2026	May 15, 2026
Midwest Capital Advisors, LLC	History	Reduced	300	31	0.01%	0.04%	703	-434	-59.13%	Q1 2026	Apr 24, 2026
Covestor Ltd	History	Added to	298	31	0.02%	0.01%	702	+34	12.88%	Q1 2026	May 05, 2026
HUNTINGTON NATIONAL BANK	History	No change	301	31	0.0%	0.0%	700	0	0.0%	Q1 2026	May 15, 2026
TRUST CO OF VERMONT	History	No change	306	31	0.0%	0.0%	701	0	0.0%	Q4 2025	Jan 16, 2026
Capital Investment Advisory Services, LLC	History	Reduced	299	30	0.0%	0.0%	704	-102	-25.44%	Q1 2026	May 05, 2026
Caldwell Trust Co	History	No change	283	29	0.0%	0.0%	705	0	0.0%	Q1 2026	Apr 22, 2026
Rossmore Private Capital	History	No change	250	25	0.0%	0.0%	706	0	0.0%	Q1 2026	May 01, 2026
CHAPMAN FINANCIAL GROUP, LLC	History	No change	250	25	0.02%	0.02%	707	0	0.0%	Q1 2026	May 12, 2026
US BANCORP \DE\	History	Reduced	205	21	0.0%	0.0%	708	-2,588	-92.66%	Q1 2026	May 14, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI	History	No change	210	21	0.0%	0.0%	709	0	0.0%	Q1 2026	Apr 22, 2026
Boreal Capital Management LLC	History	New	1	20	0.02%	0.02%	711	+1	New	Q1 2026	May 14, 2026
Smallwood Wealth Investment Management, LLC	History	No change	200	20	0.01%	0.01%	710	0	0.0%	Q1 2026	Apr 22, 2026
Valeo Financial Advisors, LLC	History	Added to	18,316	18	0.0%	0.0%	712	+586	3.31%	Q1 2026	May 08, 2026
Hickory Point Bank & Trust	History	New	176	18	0.01%	—	714	+176	New	Q1 2026	Apr 03, 2026
Larson Financial Group LLC	History	No change	175	18	0.0%	0.0%	713	0	0.0%	Q1 2026	May 15, 2026
EDMOND DE ROTHSCHILD HOLDING S.A.	History	No change	165	17	0.0%	0.0%	715	0	0.0%	Q1 2026	May 13, 2026
ARMSTRONG ADVISORY GROUP, INC	History	No change	166	17	0.0%	0.0%	716	0	0.0%	Q1 2026	Apr 10, 2026
WOLFF WIESE MAGANA LLC	History	New	164	16	0.01%	—	718	+164	New	Q1 2026	Apr 13, 2026
Strategic Advocates LLC	History	No change	158	16	0.07%	0.0%	717	0	0.0%	Q1 2026	May 15, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	Reduced	150	15	0.0%	0.01%	720	-585	-79.59%	Q1 2026	Apr 23, 2026
Root Financial Partners, LLC	History	Added to	154	15	0.0%	0.0%	721	+9	6.21%	Q1 2026	Apr 24, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	History	No change	152	15	0.0%	0.0%	719	0	0.0%	Q1 2026	May 06, 2026
Strive Financial Group ,LLC	History	New	135	14	0.01%	—	726	+135	New	Q1 2026	May 15, 2026
Colonial Trust Co / SC	History	Reduced	143	14	0.0%	0.0%	725	-90	-38.63%	Q1 2026	May 12, 2026
FRANKLIN RESOURCES INC	History	No change	136	14	0.0%	0.0%	722	0	0.0%	Q1 2026	May 13, 2026
Horrell Capital Management, Inc.	History	No change	140	14	0.01%	0.01%	723	0	0.0%	Q1 2026	Apr 30, 2026
TSFG, LLC	History	No change	140	14	0.0%	0.0%	724	0	0.0%	Q1 2026	Apr 27, 2026
Sunbelt Securities, Inc.	History	Reduced	118	12	0.0%	0.0%	727	-23	-16.31%	Q1 2026	May 15, 2026
HFM Investment Advisors, LLC	History	Added to	124	12	0.0%	0.0%	730	+14	12.73%	Q1 2026	May 01, 2026
Sound Income Strategies, LLC	History	Added to	124	12	0.0%	0.0%	728	+2	1.64%	Q1 2026	Apr 27, 2026
Retirement Wealth Solutions LLC	History	No change	125	12	0.01%	0.01%	729	0	0.0%	Q1 2026	Apr 07, 2026
Raleigh Capital Management Inc.	History	Added to	108	11	0.0%	0.0%	731	+77	248.39%	Q1 2026	Apr 28, 2026
Destiny Wealth Partners, LLC	History	New	106	10	0.0%	—	733	+106	New	Q1 2026	May 11, 2026
Aventura Private Wealth, LLC	History	New	100	10	0.0%	—	734	+100	New	Q1 2026	May 05, 2026
Key FInancial Inc	History	No change	103	10	0.0%	0.0%	732	0	0.0%	Q1 2026	Apr 24, 2026
WealthCollab, LLC	History	No change	94	9	0.0%	0.0%	735	0	0.0%	Q1 2026	May 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC	History	New	85	8	0.0%	—	738	+85	New	Q1 2026	May 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	Reduced	79	8	0.0%	0.0%	736	-32	-28.83%	Q1 2026	May 01, 2026
Team Financial Group, LLC	History	No change	81	8	0.0%	0.0%	737	0	0.0%	Q1 2026	May 01, 2026
Merkkuri Wealth Advisors LLC	History	New	76	7	0.0%	—	742	+76	New	Q1 2026	Apr 21, 2026
Morton Brown Family Wealth, LLC	History	Reduced	76	7	0.0%	0.0%	740	-29	-27.62%	Q1 2026	Apr 20, 2026
FAS Wealth Partners, Inc.	History	No change	75	7	0.0%	0.0%	739	0	0.0%	Q4 2025	Feb 18, 2026
LRI Investments, LLC	History	No change	72	7	0.0%	0.0%	741	0	0.0%	Q1 2026	Apr 30, 2026
Indiana Trust & Investment Management Co	History	New	64	6	0.0%	—	744	+64	New	Q1 2026	Apr 28, 2026
MARYLAND CAPITAL ADVISORS INC.	History	No change	65	6	0.0%	0.0%	743	0	0.0%	Q4 2025	Jan 20, 2026
ESL Trust Services, LLC	History	No change	52	5	0.0%	0.0%	745	0	0.0%	Q1 2026	May 07, 2026
Orion Capital Management LLC	History	Reduced	47	4	0.0%	0.0%	746	-10	-17.54%	Q1 2026	May 14, 2026
Nemes Rush Group LLC	History	No change	40	4	0.0%	0.0%	747	0	0.0%	Q1 2026	Apr 21, 2026
Federation des caisses Desjardins du Quebec	History	No change	48	4	0.0%	0.0%	748	0	0.0%	Q1 2026	May 13, 2026
GW&K Investment Management, LLC	History	New	31	3	0.0%	—	751	+31	New	Q1 2026	May 13, 2026
Smartleaf Asset Management LLC	History	Reduced	38	3	0.0%	0.0%	750	-7	-15.56%	Q1 2026	May 15, 2026
REDMONT WEALTH ADVISORS LLC	History	No change	37	3	0.0%	0.0%	749	0	0.0%	Q4 2025	Feb 06, 2026
Westfuller Advisors, LLC	History	Reduced	20	2	0.0%	0.0%	753	-60	-75.0%	Q1 2026	Apr 28, 2026
Blue Trust, Inc.	History	Reduced	27	2	0.0%	0.0%	752	-56	-67.47%	Q1 2026	Apr 20, 2026
Abound Wealth Management	History	New	27	2	0.0%	—	755	+27	New	Q1 2026	Apr 10, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	New	20	2	0.0%	—	754	+20	New	Q1 2026	May 06, 2026
JFS WEALTH ADVISORS, LLC	History	New	16	1	0.0%	—	762	+16	New	Q1 2026	Apr 20, 2026
Hanson & Doremus Investment Management	History	New	12	1	0.0%	—	761	+12	New	Q1 2026	Apr 17, 2026
KERR FINANCIAL PLANNING Corp	History	Reduced	11	1	0.0%	0.0%	760	-9	-45.0%	Q1 2026	Apr 29, 2026
Transamerica Financial Advisors, LLC	History	Reduced	11	1	0.0%	0.0%	756	-1	-8.33%	Q1 2026	May 15, 2026
BELLEVUE ASSET MANAGEMENT, LLC	History	No change	13	1	0.0%	0.0%	757	0	0.0%	Q1 2026	Apr 24, 2026
SHP Wealth Management	History	No change	15	1	0.0%	0.0%	758	0	0.0%	Q1 2026	May 08, 2026
Quest 10 Wealth Builders, Inc.	History	No change	15	1	0.0%	0.0%	759	0	0.0%	Q1 2026	May 06, 2026
JANE STREET GROUP, LLC	History	Closed out	0	0	—	0.0%	—	-301,594	-100.0%	Q1 2026	May 12, 2026
NewEdge Advisors, LLC	History	Closed out	0	0	—	0.07%	—	-177,769	-100.0%	Q1 2026	May 15, 2026
CITADEL ADVISORS LLC	History	Closed out	0	0	—	0.0%	—	-177,273	-100.0%	Q1 2026	May 15, 2026
IFG Advisory, LLC	History	Closed out	0	0	—	0.53%	—	-118,473	-100.0%	Q1 2026	May 12, 2026
Janney Montgomery Scott LLC	History	Closed out	0	0	—	0.02%	—	-97,086	-100.0%	Q1 2026	Apr 22, 2026
Municipal Employees' Retirement System of Michigan	History	Closed out	0	0	—	0.11%	—	-95,402	-100.0%	Q1 2026	May 11, 2026
Callan Family Office, LLC	History	Closed out	0	0	—	0.19%	—	-88,430	-100.0%	Q1 2026	May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE	History	Closed out	0	0	—	0.01%	—	-76,000	-100.0%	Q1 2026	May 15, 2026
RENAISSANCE TECHNOLOGIES LLC	History	Closed out	0	0	—	0.01%	—	-74,500	-100.0%	Q1 2026	May 14, 2026
Blueprint Investment Partners LLC	History	Closed out	0	0	—	0.7%	—	-63,867	-100.0%	Q1 2026	May 15, 2026
FLOW TRADERS U.S. LLC	History	Closed out	0	0	—	0.19%	—	-57,001	-100.0%	Q1 2026	May 15, 2026
Jump Financial, LLC	History	Closed out	0	0	—	0.05%	—	-39,736	-100.0%	Q1 2026	May 14, 2026
Blueprint Financial Advisors LLC	History	Closed out	0	0	—	0.53%	—	-33,652	-100.0%	Q1 2026	May 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	Closed out	0	0	—	0.06%	—	-32,770	-100.0%	Q1 2026	Apr 29, 2026
FFG RETIREMENT ADVISORS LLC	History	Closed out	0	0	—	1.67%	—	-26,348	-100.0%	Q1 2026	Apr 15, 2026
Arete Wealth Advisors, LLC	History	Closed out	0	0	—	0.12%	—	-19,871	-100.0%	Q1 2026	May 20, 2026
PARK AVENUE SECURITIES LLC	History	Closed out	0	0	—	0.02%	—	-17,680	-100.0%	Q1 2026	Apr 07, 2026
Spartan Planning & Wealth Management	History	Closed out	0	0	—	1.31%	—	-17,353	-100.0%	Q1 2026	Apr 16, 2026
Legacy Wealth Partners, LLC	History	Closed out	0	0	—	0.41%	—	-15,512	-100.0%	Q1 2026	Apr 17, 2026
Pinion Investment Advisors, LLC	History	Closed out	0	0	—	0.25%	—	-9,962	-100.0%	Q1 2026	Apr 24, 2026
Balefire, LLC	History	Closed out	0	0	—	0.2%	—	-9,888	-100.0%	Q1 2026	May 07, 2026
MEITAV INVESTMENT HOUSE LTD	History	Closed out	0	0	—	0.01%	—	-9,842	-100.0%	Q1 2026	Apr 29, 2026
NWF Advisory Services Inc.	History	Closed out	0	0	—	0.11%	—	-9,785	-100.0%	Q1 2026	May 04, 2026
L. Roy Papp & Associates, LLP	History	Closed out	0	0	—	0.11%	—	-9,400	-100.0%	Q1 2026	Apr 14, 2026
VestGen Investment Management	History	Closed out	0	0	—	0.42%	—	-7,452	-100.0%	Q1 2026	May 12, 2026
MMA ASSET MANAGEMENT LLC	History	Closed out	0	0	—	0.22%	—	-6,100	-100.0%	Q1 2026	Apr 08, 2026
Algorithmic Investment Models, LLC	History	Closed out	0	0	—	0.77%	—	-6,099	-100.0%	Q1 2026	May 14, 2026
BWM Planning, LLC	History	Closed out	0	0	—	0.16%	—	-5,899	-100.0%	Q1 2026	Apr 21, 2026
LWM Advisory Services, LLC	History	Closed out	0	0	—	0.34%	—	-5,672	-100.0%	Q1 2026	Apr 28, 2026
GTS SECURITIES LLC	History	Closed out	0	0	—	0.02%	—	-5,624	-100.0%	Q1 2026	May 14, 2026
WealthPLAN Partners, LLC	History	Closed out	0	0	—	0.09%	—	-5,587	-100.0%	Q1 2026	Apr 29, 2026
Keystone Financial Services	History	Closed out	0	0	—	0.13%	—	-4,277	-100.0%	Q1 2026	May 06, 2026
Redwood Investment Management, LLC	History	Closed out	0	0	—	0.04%	—	-3,746	-100.0%	Q1 2026	May 14, 2026
SkyView Investment Advisors, LLC	History	Closed out	0	0	—	0.05%	—	-3,560	-100.0%	Q1 2026	May 14, 2026
Baker Avenue Asset Management, LP	History	Closed out	0	0	—	0.01%	—	-3,547	-100.0%	Q1 2026	May 12, 2026
Shared Vision Wealth Group LLC	History	Closed out	0	0	—	0.13%	—	-3,246	-100.0%	Q1 2026	May 06, 2026
SFI Advisors, LLC	History	Closed out	0	0	—	0.21%	—	-3,174	-100.0%	Q1 2026	May 05, 2026
REGIMEN WEALTH, LLC	History	Closed out	0	0	—	0.09%	—	-3,066	-100.0%	Q1 2026	May 07, 2026
LifePlan Investment Advisors, Inc.	History	Closed out	0	0	—	0.12%	—	-2,961	-100.0%	Q1 2026	May 14, 2026
ENDEAVOR PRIVATE WEALTH, INC.	History	Closed out	0	0	—	0.09%	—	-2,953	-100.0%	Q1 2026	May 14, 2026
OLD MISSION CAPITAL LLC	History	Closed out	0	0	—	0.01%	—	-2,823	-100.0%	Q1 2026	May 15, 2026
Sovereign Financial Group, Inc.	History	Closed out	0	0	—	0.05%	—	-2,803	-100.0%	Q1 2026	Apr 17, 2026
Prism Advisors, Inc.	History	Closed out	0	0	—	0.07%	—	-2,674	-100.0%	Q1 2026	Apr 23, 2026
Lee Financial Co	History	Closed out	0	0	—	0.04%	—	-2,639	-100.0%	Q1 2026	Apr 13, 2026
Live Oak Investment Partners	History	Closed out	0	0	—	0.16%	—	-2,499	-100.0%	Q1 2026	Apr 29, 2026
One Capital Management, LLC	History	Closed out	0	0	—	0.01%	—	-2,463	-100.0%	Q1 2026	May 12, 2026
Avidian Wealth Enterprises, LLC	History	Closed out	0	0	—	0.01%	—	-2,397	-100.0%	Q1 2026	May 07, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	History	Closed out	0	0	—	0.05%	—	-2,358	-100.0%	Q1 2026	May 15, 2026
TWO SIGMA SECURITIES, LLC	History	Closed out	0	0	—	0.03%	—	-2,328	-100.0%	Q1 2026	May 15, 2026
NewEdge Wealth, LLC	History	Closed out	0	0	—	0.0%	—	-2,322	-100.0%	Q1 2026	May 13, 2026
FIRETHORN WEALTH PARTNERS, LLC	History	Closed out	0	0	—	0.08%	—	-2,183	-100.0%	Q1 2026	Apr 09, 2026
WAYSTONE ADVISORS LLC	History	Closed out	0	0	—	0.19%	—	-2,141	-100.0%	Q1 2026	Apr 16, 2026
Diversify Advisory Services, LLC	History	Closed out	0	0	—	0.01%	—	-2,122	-100.0%	Q1 2026	May 01, 2026
Redwood Financial Network Corp	History	Closed out	0	0	—	0.14%	—	-2,080	-100.0%	Q1 2026	May 14, 2026
WINNOW WEALTH LLC	History	Closed out	0	0	—	0.05%	—	-691	-100.0%	Q1 2026	May 19, 2026
Advisors Preferred, LLC	History	Closed out	0	0	—	0.01%	—	-667	-100.0%	Q1 2026	May 05, 2026
Cape Investment Advisory, Inc.	History	Closed out	0	0	—	0.01%	—	-436	-100.0%	Q1 2026	May 15, 2026
Kingdom Financial Group LLC.	History	Closed out	0	0	—	0.01%	—	-286	-100.0%	Q1 2026	May 13, 2026
HHM Wealth Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-267	-100.0%	Q1 2026	Apr 17, 2026
IFC & Insurance Marketing, Inc.	History	Closed out	0	0	—	0.03%	—	-260	-100.0%	Q1 2026	Apr 16, 2026
DEUTSCHE BANK AG\	History	Closed out	0	0	—	0.0%	—	-131	-100.0%	Q1 2026	May 06, 2026
Mascoma Wealth Management LLC	History	Closed out	0	0	—	0.0%	—	-98	-100.0%	Q1 2026	Apr 30, 2026
CURIO WEALTH, LLC	History	Closed out	0	0	—	0.0%	—	-75	-100.0%	Q1 2026	May 11, 2026
WHITTIER TRUST CO OF NEVADA INC	History	Closed out	0	0	—	0.0%	—	-69	-100.0%	Q1 2026	Apr 28, 2026
Rosenberg Matthew Hamilton	History	Closed out	0	0	—	0.0%	—	-57	-100.0%	Q1 2026	Apr 06, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	Closed out	0	0	—	0.0%	—	-45	-100.0%	Q1 2026	May 15, 2026
TOMPKINS FINANCIAL CORP	History	Closed out	0	0	—	0.0%	—	-35	-100.0%	Q1 2026	Apr 09, 2026
Compass Financial Services Inc	History	Closed out	0	0	—	0.0%	—	-30	-100.0%	Q1 2026	May 01, 2026
Lloyd Advisory Services, LLC.	History	Closed out	0	0	—	0.0%	—	-11	-100.0%	Q1 2026	May 13, 2026
Operose Advisors LLC	History	Closed out	0	0	—	0.0%	—	-10	-100.0%	Q1 2026	May 12, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	New	9	0	—	—	—	+9	New	Q1 2026	May 11, 2026
SALEM INVESTMENT COUNSELORS INC	History	New	8	0	—	—	—	+8	New	Q1 2026	Apr 29, 2026
Center for Financial Planning, Inc.	History	New	8	0	—	—	—	+8	New	Q1 2026	May 04, 2026
Legacy Wealth Managment, LLC/ID	History	Closed out	0	0	—	—	—	-7	-100.0%	Q1 2026	May 07, 2026
Financial Life Planners	History	New	4	0	—	—	—	+4	New	Q1 2026	Apr 24, 2026
Avion Wealth	History	Closed out	0	0	—	—	—	-3	-100.0%	Q1 2026	May 01, 2026
Quent Capital, LLC	History	Closed out	0	0	—	—	—	-3	-100.0%	Q1 2026	Apr 28, 2026
Russell Investments Group, Ltd.	History	Reduced	2	0	—	—	—	-2	-50.0%	Q1 2026	May 08, 2026
SIGNATUREFD, LLC	History	Added to	8	0	—	—	—	+1	14.29%	Q1 2026	Apr 07, 2026
Asset Dedication, LLC	History	No change	2	0	—	—	—	0	0.0%	Q4 2025	Jan 26, 2026
Darwin Wealth Management, LLC	History	No change	2	0	—	—	—	0	0.0%	Q1 2026	May 01, 2026
Quaker Wealth Management, LLC	History	No change	5	0	—	—	—	0	0.0%	Q1 2026	Apr 10, 2026
Fortis Group Advisors, LLC	History	No change	3	0	—	—	—	0	0.0%	Q1 2026	May 08, 2026
SOA Wealth Advisors, LLC.	History	No change	1	0	—	—	—	0	0.0%	Q1 2026	May 20, 2026
TUCKER ASSET MANAGEMENT LLC	History	No change	7	0	—	—	—	0	0.0%	Q4 2025	Feb 05, 2026
Dunhill Financial, LLC	History	No change	1	0	—	—	—	0	0.0%	Q1 2026	May 06, 2026
Register Financial Advisors LLC	History	No change	4	0	—	—	—	0	0.0%	Q1 2026	Apr 15, 2026
Longview Financial Advisors LLC	History	No change	1	0	—	—	—	0	0.0%	Q1 2026	Apr 20, 2026