iSHARES TRUST - TIP
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 24,329,782 | 2,685,034 | 0.2% | 0.16% | 1 | +3,729,751 | 18.11% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 4,392,983 | 484,809 | 0.03% | 0.03% | 2 | -1,181,735 | -21.2% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,319,551 | 476,705 | 0.03% | 0.03% | 3 | +51,702 | 1.21% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 2,652,184 | 292,694 | 0.01% | 0.0% | 4 | +32,070 | 1.22% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,961,201 | 216,438 | 0.06% | 0.07% | 5 | -78,848 | -3.87% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 1,663,759 | 183,612 | 0.03% | 0.04% | 6 | -709,335 | -29.89% | Q1 2026 | May 05, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | New | 1,513,455 | 167,024 | 3.93% | — | 7 | +1,513,455 | New | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,491,300 | 164,564 | 0.17% | 0.14% | 8 | +214,700 | 16.82% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,402,404 | 154,769 | 0.03% | 0.02% | 9 | +213,916 | 18.0% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,402,159 | 154,742 | 0.04% | 0.04% | 10 | +141,881 | 11.26% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,348,241 | 148,981 | 0.03% | 0.02% | 11 | +477,270 | 54.8% | Q1 2026 | May 15, 2026 |
| CI INVESTMENTS INC. | History | Added to | 1,166,832 | 128,771 | 0.62% | 0.44% | 12 | +260,055 | 28.68% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 1,081,805 | 119,387 | 0.24% | 0.25% | 13 | -26,697 | -2.41% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 1,042,055 | 115,001 | 2.07% | 2.12% | 14 | +10,272 | 1.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 792,456 | 87,455 | 0.02% | 0.01% | 15 | -17,252 | -2.13% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Added to | 736,210 | 81,248 | 3.48% | 3.3% | 16 | +40,685 | 5.85% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 665,645 | 73,453 | 0.0% | 0.0% | 17 | -2,350 | -0.35% | Q1 2026 | May 13, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 654,205 | 72,198 | 12.29% | 11.97% | 18 | +19,450 | 3.06% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Added to | 623,523 | 68,811 | 0.05% | 0.04% | 19 | +129,098 | 26.11% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 609,035 | 67,213 | 0.25% | 0.25% | 20 | -26,156 | -4.12% | Q1 2026 | Apr 24, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 569,232 | 62,820 | 2.37% | 2.96% | 21 | -153,037 | -21.19% | Q1 2026 | May 12, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 485,165 | 53,542 | 0.47% | 0.5% | 22 | +20,861 | 4.49% | Q1 2026 | May 14, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 473,810 | 52,289 | 1.38% | 1.33% | 23 | +19,162 | 4.21% | Q1 2026 | Apr 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 466,675 | 51,502 | 0.01% | 0.01% | 24 | +1,391 | 0.3% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 455,864 | 50,309 | 0.03% | 0.03% | 25 | -17,568 | -3.71% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 451,433 | 49,820 | 0.03% | 0.03% | 26 | +9,037 | 2.04% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 438,698 | 48,430 | 0.07% | 0.06% | 27 | +86,958 | 24.72% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 434,073 | 47,904 | 1.31% | 1.33% | 28 | +32,373 | 8.06% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 427,799 | 47,212 | 0.12% | 0.04% | 29 | +278,111 | 185.79% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 427,438 | 47,172 | 0.05% | 0.05% | 30 | +22,723 | 5.61% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 413,029 | 45,582 | 0.04% | 0.04% | 31 | +58,280 | 16.43% | Q1 2026 | May 12, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 394,233 | 43,507 | 3.16% | 3.24% | 32 | -66,178 | -14.37% | Q1 2026 | Apr 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 388,070 | 42,827 | 0.04% | 0.04% | 33 | -21,158 | -5.17% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 385,936 | 42,591 | 0.15% | 0.16% | 34 | -1,207 | -0.31% | Q1 2026 | May 13, 2026 |
| Rock Creek Group LLC | History | Added to | 379,892 | 41,924 | 4.24% | 4.57% | 35 | +9,355 | 2.52% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 379,074 | 41,694 | 0.12% | 0.22% | 36 | +62,427 | 19.72% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 365,517 | 40,338 | 0.22% | 0.22% | 37 | +36,087 | 10.95% | Q1 2026 | May 15, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 365,000 | 40,281 | 0.26% | 0.31% | 38 | -108,000 | -22.83% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 362,700 | 40,027 | 0.03% | 0.06% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 361,604 | 39,906 | 0.07% | 0.11% | 40 | -208,686 | -36.59% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 358,504 | 39,564 | 0.01% | 0.01% | 41 | +69,171 | 23.91% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 334,347 | 36,898 | 0.0% | 0.0% | 42 | +179,947 | 116.55% | Q1 2026 | May 15, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 333,103 | 36,761 | 4.79% | 4.71% | 43 | +7,133 | 2.19% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 324,094 | 35,767 | 0.04% | 0.04% | 44 | +13,950 | 4.5% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 323,345 | 35,684 | 0.04% | 0.04% | 45 | -93,800 | -22.49% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 309,639 | 34,178 | 0.02% | 0.03% | 46 | -210,138 | -40.43% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 301,923 | 33,320 | 0.06% | 0.05% | 47 | +24,437 | 8.81% | Q1 2026 | May 14, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 298,592 | 32,950 | 1.59% | 2.69% | 48 | -171,586 | -36.49% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 297,884 | 32,874 | 2.74% | 2.72% | 49 | +10,807 | 3.76% | Q1 2026 | Apr 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 270,514 | 29,853 | 0.35% | 0.34% | 50 | +14,150 | 5.52% | Q1 2026 | May 08, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 255,669 | 28,215 | 0.45% | 0.22% | 51 | +131,485 | 105.88% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 243,726 | 26,897 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 228,072 | 25,169 | 1.84% | 1.69% | 53 | +19,430 | 9.31% | Q1 2026 | May 05, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 214,432 | 23,664 | 9.52% | 0.0% | 54 | +214,355 | 278383.12% | Q1 2026 | Apr 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 213,302 | 23,540 | 0.0% | 0.01% | 55 | -254,830 | -54.44% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Reduced | 209,372 | 23,106 | 0.5% | 0.45% | 56 | -23,835 | -10.22% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 207,395 | 22,888 | 0.02% | 0.02% | 57 | +34,391 | 19.88% | Q1 2026 | May 12, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 277,560 | 22,422 | 10.38% | 19.84% | 58 | -101,640 | -26.8% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 201,684 | 22,257 | 0.03% | 0.04% | 59 | -38,343 | -15.97% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 194,588 | 21,474 | 0.0% | 0.0% | 60 | +176,130 | 954.22% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 188,405 | 20,792 | 0.11% | 0.16% | 61 | -22,309 | -10.59% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | Added to | 181,745 | 20,057 | 3.4% | 3.27% | 62 | +5,460 | 3.1% | Q1 2026 | Apr 08, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 179,953 | 19,859 | 1.73% | 1.61% | 63 | +20,622 | 12.94% | Q1 2026 | Apr 07, 2026 |
| CIM, LLC | History | Added to | 170,451 | 18,810 | 2.72% | 2.43% | 64 | +1,662 | 0.98% | Q1 2026 | May 18, 2026 |
| Cypress Capital, LLC | History | Reduced | 162,607 | 17,945 | 5.11% | 5.08% | 65 | -2,637 | -1.6% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 161,780 | 17,854 | 0.14% | 0.0% | 66 | +160,681 | 14620.66% | Q1 2026 | May 11, 2026 |
| COUNTRY TRUST BANK | History | Added to | 161,604 | 17,834 | 0.34% | 0.01% | 67 | +157,824 | 4175.24% | Q1 2026 | Apr 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 157,504 | 17,382 | 0.03% | — | 68 | +157,504 | New | Q1 2026 | May 14, 2026 |
| Passaic Partners LLC | History | Reduced | 155,596 | 17,171 | 1.61% | 4.14% | 69 | -208,232 | -57.23% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 152,444 | 16,823 | 0.04% | 0.05% | 70 | +1,178 | 0.78% | Q1 2026 | May 14, 2026 |
| Ted Buchan & Co | History | Added to | 147,132 | 16,237 | 5.9% | 4.57% | 71 | +33,935 | 29.98% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 144,641 | 15,883 | 0.18% | 0.19% | 72 | +11,099 | 8.31% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 140,209 | 15,473 | 1.9% | 1.82% | 73 | +4,248 | 3.12% | Q1 2026 | Apr 10, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 137,511 | 15,175 | 1.56% | 0.04% | 74 | +134,280 | 4155.99% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 135,693 | 14,975 | 0.04% | 0.06% | 75 | -104,568 | -43.52% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 135,194 | 14,919 | 0.21% | 0.23% | 76 | +2,700 | 2.04% | Q1 2026 | Apr 10, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 134,085 | 14,797 | 0.34% | 0.35% | 77 | -9,394 | -6.55% | Q1 2026 | May 13, 2026 |
| Lutz Financial Services LLC | History | Reduced | 130,532 | 14,405 | 0.97% | 1.0% | 78 | -2,667 | -2.0% | Q1 2026 | May 04, 2026 |
| Marino Management, LLC | History | No change | 126,194 | 13,925 | 2.54% | 2.76% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 121,374 | 13,394 | 4.02% | 3.58% | 80 | +2,755 | 2.32% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 120,712 | 13,321 | 0.01% | 0.01% | 81 | -35,366 | -22.66% | Q1 2026 | May 12, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 120,173 | 13,262 | 1.52% | 1.96% | 82 | -52,694 | -30.48% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 120,422 | 13,235 | 0.09% | 0.08% | 83 | +12,213 | 11.29% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 119,047 | 13,138 | 0.02% | 0.02% | 84 | -6,425 | -5.12% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 118,816 | 13,112 | 0.04% | 0.06% | 85 | -66,032 | -35.72% | Q1 2026 | May 13, 2026 |
| DORVAL Corp | History | Reduced | 115,978 | 12,799 | 3.97% | 6.14% | 86 | -59,148 | -33.77% | Q1 2026 | Apr 22, 2026 |
| Net Worth Advisory Group | History | Added to | 115,620 | 12,759 | 2.65% | 2.53% | 87 | +1,602 | 1.41% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 123,114 | 12,633 | 0.03% | 0.03% | 88 | -56,626 | -31.5% | Q1 2026 | Apr 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 114,441 | 12,629 | 1.45% | 1.44% | 89 | +825 | 0.73% | Q1 2026 | May 14, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 110,791 | 12,226 | 4.11% | 3.18% | 90 | +1,597 | 1.46% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 110,029 | 12,142 | 0.01% | 0.01% | 91 | -10,179 | -8.47% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 109,647 | 12,100 | 0.84% | 1.0% | 92 | +4,394 | 4.17% | Q1 2026 | May 18, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 107,767 | 11,957 | 1.51% | 1.53% | 93 | +3,715 | 3.57% | Q1 2026 | Apr 20, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 106,618 | 11,825 | 1.65% | 1.84% | 94 | -9,258 | -7.99% | Q1 2026 | Apr 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 105,500 | 11,642 | 0.0% | 0.04% | 95 | -12,739 | -10.77% | Q1 2026 | May 04, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 104,360 | 11,517 | 1.48% | 1.5% | 96 | +772 | 0.75% | Q1 2026 | Apr 16, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 90,807 | 11,496 | 8.03% | 5.05% | 97 | +31,323 | 52.66% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 103,318 | 11,402 | 0.01% | 0.01% | 98 | +4,274 | 4.32% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Added to | 101,399 | 11,190 | 0.17% | 0.17% | 99 | +655 | 0.65% | Q1 2026 | May 08, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 100,838 | 11,128 | 1.37% | 1.45% | 100 | -3,080 | -2.96% | Q1 2026 | May 08, 2026 |
| Global Endowment Management, LP | History | Added to | 100,485 | 11,089 | 1.24% | 1.02% | 101 | +26,104 | 35.09% | Q1 2026 | May 14, 2026 |
| Verger Capital Management LLC | History | Reduced | 99,195 | 10,947 | 3.23% | 3.34% | 102 | -3,526 | -3.43% | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | New | 98,800 | 10,903 | 0.63% | — | 103 | +98,800 | New | Q1 2026 | Apr 16, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 97,784 | 10,791 | 0.34% | — | 104 | +97,784 | New | Q1 2026 | May 15, 2026 |
| White Pine Investment CO | History | Added to | 97,643 | 10,776 | 2.5% | 2.45% | 105 | +3,124 | 3.31% | Q1 2026 | Apr 20, 2026 |
| Wealth Forward, LLC | History | Added to | 93,131 | 10,277 | 5.8% | 5.76% | 106 | +443 | 0.48% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 91,365 | 10,083 | 0.05% | 0.05% | 107 | +8,941 | 10.85% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 90,764 | 10,016 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 90,732 | 10,013 | 2.49% | 3.91% | 109 | -52,915 | -36.84% | Q1 2026 | May 05, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | New | 89,915 | 9,923 | 4.05% | — | 110 | +89,915 | New | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 89,037 | 9,826 | 0.05% | 0.04% | 111 | +3,866 | 4.54% | Q1 2026 | Apr 24, 2026 |
| Stablepoint Partners, LLC | History | Added to | 88,228 | 9,736 | 1.45% | 1.24% | 112 | +15,731 | 21.7% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 87,557 | 9,662 | 0.01% | 0.02% | 113 | -17,697 | -16.81% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Added to | 86,652 | 9,659 | 1.2% | 1.2% | 114 | +2,682 | 3.19% | Q1 2026 | Apr 20, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 86,778 | 9,576 | 5.21% | 4.7% | 115 | +8,904 | 11.43% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 85,436 | 9,428 | 0.39% | 0.1% | 116 | +62,752 | 276.64% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 84,914 | 9,371 | 0.01% | 0.02% | 117 | -49,590 | -36.87% | Q1 2026 | May 13, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 83,245 | 9,186 | 3.72% | 3.27% | 118 | +14,210 | 20.58% | Q1 2026 | Apr 28, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 80,127 | 8,842 | 1.2% | 1.14% | 119 | +4,393 | 5.8% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 79,120 | 8,696 | 0.0% | 0.0% | 120 | +68,945 | 677.59% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 77,533 | 8,556 | 1.06% | 0.79% | 121 | +21,192 | 37.61% | Q1 2026 | Apr 23, 2026 |
| Slow Capital, Inc. | History | Added to | 77,002 | 8,497 | 1.1% | 0.95% | 122 | +4,749 | 6.57% | Q1 2026 | Apr 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 76,291 | 8,419 | 0.07% | 0.06% | 123 | -4,880 | -6.01% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 76,765 | 8,418 | 0.0% | 0.0% | 124 | +10,499 | 15.84% | Q1 2026 | May 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 75,812 | 8,366 | 0.55% | 0.54% | 125 | -1,605 | -2.07% | Q1 2026 | Apr 27, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 75,693 | 8,353 | 5.79% | 5.95% | 126 | -1,396 | -1.81% | Q1 2026 | May 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 74,894 | 8,265 | 1.34% | 1.35% | 127 | -890 | -1.17% | Q1 2026 | May 15, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 73,080 | 8,065 | 0.62% | 0.46% | 128 | +5,000 | 7.34% | Q1 2026 | May 11, 2026 |
| One Wealth Map LLC | History | Added to | 72,435 | 8,065 | 3.79% | 3.92% | 129 | +2,507 | 3.59% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 72,535 | 8,004 | 1.73% | 1.7% | 130 | -11,909 | -14.1% | Q1 2026 | Apr 30, 2026 |
| Hilltop Holdings Inc. | History | Added to | 72,252 | 7,973 | 0.72% | 0.15% | 131 | +48,487 | 204.03% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 71,049 | 7,840 | 0.03% | 0.03% | 132 | +10,692 | 17.71% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 69,063 | 7,621 | 0.11% | 0.12% | 133 | -2,797 | -3.89% | Q1 2026 | May 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 67,508 | 7,450 | 0.15% | 0.13% | 134 | +2,585 | 3.98% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 66,537 | 7,343 | 0.01% | 0.01% | 135 | +406 | 0.61% | Q1 2026 | May 14, 2026 |
| Charles Schwab Trust Co | History | Reduced | 65,874 | 7,269 | 0.47% | 0.55% | 136 | -10,672 | -13.94% | Q1 2026 | Apr 10, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 65,554 | 7,234 | 1.52% | 1.68% | 137 | -333 | -0.51% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 64,539 | 7,122 | 0.07% | 0.06% | 138 | +10,403 | 19.22% | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 64,420 | 7,109 | 0.13% | 0.12% | 139 | +8,343 | 14.88% | Q1 2026 | May 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 63,700 | 7,029 | 0.01% | 0.01% | 140 | +3,400 | 5.64% | Q1 2026 | May 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 63,188 | 6,973 | 3.35% | 3.25% | 141 | +2,127 | 3.48% | Q1 2026 | Apr 14, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 63,009 | 6,953 | 1.66% | — | 142 | +63,009 | New | Q1 2026 | Apr 20, 2026 |
| Stelac Advisory Services LLC | History | Added to | 62,539 | 6,901 | 1.4% | 2.19% | 143 | +6,103 | 10.81% | Q1 2026 | May 08, 2026 |
| Patten Group, Inc. | History | Added to | 62,209 | 6,865 | 1.19% | 1.18% | 145 | +4,263 | 7.36% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Reduced | 62,208 | 6,865 | 0.01% | 0.01% | 144 | -2,991 | -4.59% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 61,856 | 6,826 | 0.05% | 0.04% | 146 | +16,632 | 36.78% | Q1 2026 | May 15, 2026 |
| Hirtle & Co., LLC | History | Added to | 60,735 | 6,702 | 0.23% | 0.22% | 147 | +2,237 | 3.82% | Q1 2026 | May 13, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 60,632 | 6,691 | 0.94% | 0.86% | 148 | +3,407 | 5.95% | Q1 2026 | May 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 59,136 | 6,526 | 0.39% | 0.33% | 149 | +10,217 | 20.89% | Q1 2026 | May 13, 2026 |
| Sound Stewardship, LLC | History | Added to | 58,548 | 6,461 | 2.96% | 2.95% | 150 | +2,565 | 4.58% | Q1 2026 | Apr 10, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 58,437 | 6,449 | 0.35% | 0.34% | 151 | -1,177 | -1.97% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | Added to | 56,764 | 6,264 | 4.11% | 4.06% | 152 | +366 | 0.65% | Q1 2026 | Apr 02, 2026 |
| CONNABLE OFFICE INC | History | Added to | 55,847 | 6,163 | 0.61% | 0.56% | 153 | +296 | 0.53% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 55,689 | 6,145 | 0.06% | 0.06% | 154 | -1,972 | -3.42% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 55,325 | 6,105 | 0.6% | 0.58% | 155 | +2,792 | 5.31% | Q1 2026 | Apr 27, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 55,053 | 6,075 | 5.27% | 1.51% | 156 | +39,112 | 245.35% | Q1 2026 | May 07, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 54,737 | 6,040 | 0.93% | 0.94% | 157 | +1,533 | 2.88% | Q1 2026 | May 12, 2026 |
| Estate Counselors, LLC | History | New | 54,555 | 6,020 | 0.54% | — | 158 | +54,555 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 54,452 | 6,009 | 0.0% | 0.0% | 159 | -6,213 | -10.24% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 53,874 | 5,945 | 0.03% | 0.03% | 160 | -23,526 | -30.4% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 53,614 | 5,916 | 0.11% | 0.07% | 161 | +19,201 | 55.8% | Q1 2026 | Apr 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 53,462 | 5,900 | 0.05% | 0.05% | 162 | +2,182 | 4.26% | Q1 2026 | May 14, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 53,340 | 5,886 | 1.13% | 1.13% | 163 | -264 | -0.49% | Q1 2026 | Apr 15, 2026 |
| Axos Invest Inc. | History | Reduced | 53,027 | 5,852 | 4.42% | 4.31% | 164 | -296 | -0.56% | Q1 2026 | May 12, 2026 |
| Callan Family Office, LLC | History | Added to | 52,029 | 5,741 | 0.13% | 0.12% | 165 | +925 | 1.81% | Q1 2026 | May 13, 2026 |
| Brightwater Advisory LLC | History | No change | 51,505 | 5,684 | 3.76% | 3.82% | 166 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 51,466 | 5,679 | 0.19% | 0.19% | 167 | +1,410 | 2.82% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 50,714 | 5,596 | 0.1% | 0.1% | 168 | +857 | 1.72% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 49,683 | 5,483 | 0.12% | 0.11% | 169 | +3,692 | 8.03% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 49,611 | 5,475 | 0.64% | 0.23% | 170 | +34,384 | 225.81% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,291 | 5,439 | 0.01% | 0.0% | 171 | +43,084 | 694.12% | Q1 2026 | May 01, 2026 |
| WELCH & FORBES LLC | History | Added to | 49,047 | 5,412 | 0.07% | 0.06% | 172 | +1,391 | 2.92% | Q1 2026 | May 01, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 48,907 | 5,375 | 2.5% | 2.5% | 173 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 47,735 | 5,268 | 1.07% | 1.02% | 174 | +832 | 1.77% | Q1 2026 | Apr 15, 2026 |
| COMMERCE BANK | History | Added to | 47,037 | 5,191 | 0.03% | 0.02% | 175 | +6,223 | 15.25% | Q1 2026 | May 11, 2026 |
| Rathbones Group PLC | History | Reduced | 46,842 | 5,169 | 0.02% | 0.03% | 176 | -11,944 | -20.32% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Added to | 46,605 | 5,143 | 1.16% | 1.17% | 177 | +2,311 | 5.22% | Q1 2026 | Apr 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 46,413 | 5,122 | 0.01% | 0.01% | 178 | -166 | -0.36% | Q1 2026 | May 08, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 46,338 | 5,113 | 1.19% | 1.21% | 179 | -7 | -0.02% | Q1 2026 | Apr 07, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 46,300 | 5,109 | 5.9% | 10.4% | 180 | -48,900 | -51.37% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 45,421 | 5,059 | 0.11% | 0.07% | 181 | +17,821 | 64.57% | Q1 2026 | May 04, 2026 |
| Slocum, Gordon & Co LLP | History | Added to | 43,577 | 4,809 | 3.27% | 3.46% | 182 | +75 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 43,106 | 4,757 | 0.06% | 0.06% | 183 | +8,594 | 24.9% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 42,338 | 4,660 | 0.01% | 0.02% | 184 | -36,163 | -46.07% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 42,151 | 4,651 | 0.01% | 0.01% | 185 | +9,732 | 30.02% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 41,402 | 4,569 | 0.03% | 0.03% | 186 | +2,851 | 7.4% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 40,849 | 4,508 | 0.12% | 0.11% | 187 | +1,089 | 2.74% | Q1 2026 | Apr 13, 2026 |
| MRWM Advisors, LLC | History | Reduced | 40,346 | 4,452 | 2.41% | 2.51% | 188 | -2,229 | -5.24% | Q1 2026 | Apr 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 40,165 | 4,432 | 0.1% | 0.1% | 190 | +1,280 | 3.29% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 40,329 | 4,432 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Added to | 40,158 | 4,431 | 0.02% | 0.01% | 191 | +791 | 2.01% | Q1 2026 | May 12, 2026 |
| Stephenson & Company, Inc. | History | Added to | 40,119 | 4,427 | 2.4% | 2.31% | 192 | +1,812 | 4.73% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 42,378 | 4,410 | 0.01% | 0.01% | 193 | +3,440 | 8.83% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 39,529 | 4,362 | 0.02% | 0.02% | 194 | +7,799 | 24.58% | Q1 2026 | May 15, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 39,231 | 4,329 | 3.93% | 3.72% | 195 | +1,555 | 4.13% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 38,744 | 4,275 | 0.01% | 0.0% | 196 | +5,931 | 18.08% | Q1 2026 | May 14, 2026 |
| Madson Wealth Advisors Inc | History | New | 38,544 | 4,253 | 3.54% | — | 197 | +38,544 | New | Q1 2026 | Apr 21, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 38,141 | 4,209 | 0.94% | 1.06% | 198 | -4,972 | -11.53% | Q1 2026 | Apr 23, 2026 |
| Addison Capital Co | History | Added to | 37,534 | 4,142 | 0.74% | 0.54% | 199 | +17,993 | 92.08% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 37,330 | 4,119 | 0.37% | 0.36% | 200 | +3,223 | 9.45% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,032 | 4,086 | 0.02% | 0.02% | 201 | +4,472 | 13.73% | Q1 2026 | May 08, 2026 |
| Garner Asset Management Corp | History | Added to | 36,841 | 4,083 | 1.6% | 1.12% | 202 | +10,234 | 38.46% | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 36,366 | 4,013 | 0.0% | 0.0% | 203 | -1,582 | -4.17% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 35,864 | 3,993 | 2.56% | 2.66% | 204 | +1,252 | 3.62% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 35,815 | 3,952 | 0.0% | 0.0% | 205 | -212 | -0.59% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 35,786 | 3,949 | 0.39% | 0.37% | 206 | +1,272 | 3.69% | Q1 2026 | May 14, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 34,933 | 3,855 | 2.78% | 1.76% | 207 | +15,774 | 82.33% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 34,208 | 3,775 | 0.08% | 0.08% | 208 | -42 | -0.12% | Q1 2026 | Apr 13, 2026 |
| Sequent Planning LLC | History | Reduced | 34,013 | 3,753 | 0.91% | 0.98% | 209 | -1,035 | -2.95% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 33,786 | 3,728 | 0.07% | 0.06% | 210 | +5,224 | 18.29% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 33,760 | 3,725 | 0.05% | 0.04% | 211 | +10,934 | 47.9% | Q1 2026 | May 15, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Added to | 33,485 | 3,695 | 0.43% | 0.19% | 212 | +6,529 | 24.22% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 33,348 | 3,680 | 0.01% | — | 213 | +33,348 | New | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 33,313 | 3,676 | 0.04% | 0.04% | 214 | -670 | -1.97% | Q1 2026 | May 06, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 33,038 | 3,646 | 0.19% | 0.19% | 215 | +92 | 0.28% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 32,868 | 3,627 | 0.1% | 0.09% | 216 | +1,716 | 5.51% | Q1 2026 | May 04, 2026 |
| KPP Advisory Services LLC | History | New | 32,755 | 3,614 | 0.52% | — | 217 | +32,755 | New | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | Added to | 32,617 | 3,599 | 0.15% | 0.15% | 218 | +2,126 | 6.97% | Q1 2026 | Apr 30, 2026 |
| Greenspring Advisors, LLC | History | Added to | 32,410 | 3,576 | 0.22% | 0.21% | 219 | +1,701 | 5.54% | Q1 2026 | May 04, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 31,866 | 3,516 | 0.11% | 0.11% | 220 | +407 | 1.29% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 31,703 | 3,498 | 0.0% | 0.0% | 221 | +2,299 | 7.82% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 31,547 | 3,481 | 0.3% | 0.3% | 222 | -780 | -2.41% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 31,352 | 3,459 | 0.03% | 0.03% | 223 | -6,668 | -17.54% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 31,036 | 3,425 | 0.11% | 0.11% | 224 | +641 | 2.11% | Q1 2026 | Apr 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 30,633 | 3,380 | 0.49% | 0.44% | 225 | +3,591 | 13.28% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 30,483 | 3,364 | 0.1% | 0.1% | 226 | +321 | 1.06% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Added to | 30,335 | 3,347 | 0.19% | 0.18% | 227 | +358 | 1.19% | Q1 2026 | May 04, 2026 |
| Private Advisory Group LLC | History | Added to | 30,100 | 3,321 | 0.22% | 0.24% | 228 | +2,210 | 7.92% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 29,825 | 3,291 | 1.13% | 1.11% | 229 | -1,298 | -4.17% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 29,549 | 3,261 | 0.11% | 0.11% | 230 | -288 | -0.97% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 29,523 | 3,258 | 0.07% | 0.07% | 231 | +2,189 | 8.01% | Q1 2026 | May 04, 2026 |
| Dorsey Wright & Associates | History | Added to | 28,477 | 3,142 | 0.39% | 0.1% | 232 | +24,330 | 586.69% | Q1 2026 | May 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 28,161 | 3,107 | 0.2% | 0.2% | 233 | +747 | 2.72% | Q1 2026 | May 07, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 27,598 | 3,045 | 1.02% | 1.03% | 234 | -825 | -2.9% | Q1 2026 | Apr 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 27,336 | 3,016 | 0.22% | 0.28% | 235 | -11,617 | -29.82% | Q1 2026 | Apr 16, 2026 |
| Cordant, Inc. | History | Added to | 27,295 | 3,012 | 1.22% | 1.19% | 236 | +1,497 | 5.8% | Q1 2026 | Apr 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 27,059 | 2,986 | 1.06% | 1.08% | 237 | -670 | -2.42% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 26,900 | 2,968 | 0.0% | 0.0% | 238 | +7,800 | 40.84% | Q1 2026 | May 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 26,771 | 2,954 | 0.16% | 0.16% | 239 | -2,268 | -7.81% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 26,585 | 2,933 | 0.0% | 0.0% | 240 | -4,891 | -15.54% | Q1 2026 | May 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 26,380 | 2,911 | 0.21% | 0.22% | 241 | -149 | -0.56% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 26,370 | 2,910 | 0.0% | 0.0% | 242 | +1,274 | 5.08% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 26,307 | 2,903 | 0.03% | 0.01% | 243 | +14,192 | 117.14% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 25,942 | 2,863 | 0.07% | 0.07% | 244 | +11,935 | 85.21% | Q1 2026 | Apr 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 25,671 | 2,833 | 0.2% | 0.22% | 245 | -2,087 | -7.52% | Q1 2026 | May 12, 2026 |
| Texas Bank & Trust Co | History | Reduced | 25,262 | 2,787 | 1.05% | 1.11% | 246 | -2,410 | -8.71% | Q1 2026 | Apr 30, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 25,242 | 2,785 | 1.58% | 1.72% | 247 | +250 | 1.0% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 26,229 | 2,776 | 0.24% | 0.17% | 248 | +9,328 | 55.19% | Q1 2026 | May 14, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Reduced | 24,966 | 2,755 | 2.6% | 2.43% | 249 | -387 | -1.53% | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 24,065 | 2,655 | 0.59% | 0.74% | 250 | -4,706 | -16.36% | Q1 2026 | Apr 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 25,732 | 2,604 | 0.61% | 0.6% | 251 | +1,983 | 8.35% | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 23,472 | 2,590 | 0.29% | 0.29% | 252 | -482 | -2.01% | Q1 2026 | Apr 24, 2026 |
| Composition Wealth, LLC | History | Reduced | 23,233 | 2,563 | 0.04% | 0.04% | 253 | -2,126 | -8.38% | Q1 2026 | Apr 08, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 23,185 | 2,558 | 0.39% | 0.4% | 254 | -274 | -1.17% | Q1 2026 | Apr 29, 2026 |
| TI-TRUST, INC | History | Added to | 23,158 | 2,555 | 1.52% | 1.5% | 255 | +1,059 | 4.79% | Q1 2026 | Apr 28, 2026 |
| Valpey Financial Services, LLC | History | Added to | 22,494 | 2,482 | 1.61% | 1.55% | 256 | +394 | 1.78% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 22,276 | 2,458 | 0.03% | 0.02% | 257 | +5,717 | 34.53% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 21,522 | 2,399 | 0.17% | 0.22% | 258 | -5,610 | -20.68% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 21,714 | 2,396 | 0.04% | 0.04% | 259 | +3,074 | 16.49% | Q1 2026 | May 18, 2026 |
| Heritage Trust Co | History | Reduced | 21,667 | 2,391 | 0.24% | 0.25% | 260 | -1,056 | -4.65% | Q1 2026 | May 13, 2026 |
| SCRATCH CAPITAL LLC | History | Reduced | 21,618 | 2,385 | 1.37% | 1.82% | 261 | -3,634 | -14.39% | Q1 2026 | May 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 21,383 | 2,359 | 0.17% | 0.19% | 262 | -2,695 | -11.19% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Added to | 21,232 | 2,343 | 0.0% | 0.0% | 263 | +2,019 | 10.51% | Q1 2026 | May 14, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 21,220 | 2,341 | 1.87% | 1.95% | 264 | -68 | -0.32% | Q1 2026 | May 05, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 21,016 | 2,319 | 0.4% | 0.41% | 265 | -1,155 | -5.21% | Q1 2026 | Apr 13, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 21,004 | 2,318 | 0.59% | 0.61% | 266 | -414 | -1.93% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 20,525 | 2,265 | 0.12% | 0.03% | 267 | +15,064 | 275.85% | Q1 2026 | May 12, 2026 |
| PROTECTIVE LIFE CORP | History | New | 20,258 | 2,235 | 7.43% | — | 268 | +20,258 | New | Q1 2026 | May 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 20,053 | 2,213 | 0.47% | — | 269 | +20,053 | New | Q1 2026 | Apr 15, 2026 |
| Rubicon Advisors, GP | History | Added to | 19,985 | 2,205 | 1.92% | 0.46% | 270 | +15,421 | 337.88% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 19,893 | 2,195 | 0.1% | 0.1% | 271 | +585 | 3.03% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 19,841 | 2,189 | 0.19% | 0.13% | 272 | +8,875 | 80.93% | Q1 2026 | Apr 30, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 19,832 | 2,188 | 0.8% | 0.69% | 273 | +2,934 | 17.36% | Q1 2026 | May 08, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 19,691 | 2,173 | 2.08% | 1.83% | 274 | +2,765 | 16.34% | Q1 2026 | Apr 21, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 19,253 | 2,124 | 2.06% | 2.08% | 275 | +303 | 1.6% | Q1 2026 | Apr 28, 2026 |
| RCW Management, LLC | History | Added to | 19,175 | 2,116 | 2.17% | 2.06% | 276 | +607 | 3.27% | Q1 2026 | Apr 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 19,109 | 2,108 | 0.12% | 0.08% | 277 | +5,445 | 39.85% | Q1 2026 | Apr 30, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 19,067 | 2,104 | 0.0% | 0.0% | 278 | +60 | 0.32% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | Reduced | 18,870 | 2,082 | 0.86% | 0.88% | 279 | -803 | -4.08% | Q1 2026 | May 13, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 18,713 | 2,065 | 1.02% | 0.97% | 280 | -220 | -1.16% | Q1 2026 | Apr 24, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 18,689 | 2,062 | 0.13% | 0.12% | 281 | +531 | 2.92% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 18,503 | 2,042 | 0.07% | 0.02% | 282 | +12,283 | 197.48% | Q1 2026 | Apr 28, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 18,448 | 2,035 | 0.42% | 0.05% | 283 | +16,185 | 715.2% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 18,386 | 2,029 | 0.06% | 0.11% | 284 | -14,574 | -44.22% | Q1 2026 | May 13, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 18,377 | 2,028 | 0.24% | 0.26% | 285 | -2,152 | -10.48% | Q1 2026 | May 06, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 18,215 | 2,010 | 1.02% | 1.35% | 286 | -20 | -0.11% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,180 | 2,006 | 0.05% | 0.0% | 287 | +17,146 | 1658.22% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 17,981 | 1,984 | 0.04% | 0.04% | 288 | +1,765 | 10.88% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,781 | 1,962 | 0.04% | 0.04% | 289 | -1,226 | -6.45% | Q1 2026 | Apr 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 17,783 | 1,962 | 0.09% | 0.08% | 290 | +339 | 1.94% | Q1 2026 | May 06, 2026 |
| Procyon Advisors, LLC | History | Reduced | 17,605 | 1,942 | 0.1% | 0.1% | 291 | -659 | -3.61% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 17,445 | 1,925 | 0.22% | 0.26% | 292 | -3,098 | -15.08% | Q1 2026 | Apr 15, 2026 |
| Vontobel Holding Ltd. | History | No change | 17,179 | 1,895 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 16,985 | 1,874 | 1.21% | 1.2% | 294 | -72 | -0.42% | Q1 2026 | May 13, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 16,780 | 1,871 | 0.31% | 0.14% | 295 | +9,312 | 124.69% | Q1 2026 | May 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 16,861 | 1,860 | 0.13% | 0.13% | 296 | +279 | 1.68% | Q1 2026 | May 12, 2026 |
| DV Trading LLC | History | Reduced | 16,728 | 1,846 | 0.04% | 0.07% | 297 | -7,090 | -29.77% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | No change | 16,623 | 1,834 | 0.48% | 0.49% | 298 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Independent Family Office, LLC | History | No change | 16,526 | 1,823 | 0.75% | 0.76% | 299 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 16,503 | 1,821 | 0.98% | 0.89% | 300 | +1,445 | 9.6% | Q1 2026 | Apr 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 16,526 | 1,816 | 1.14% | 1.14% | 301 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 16,452 | 1,815 | 0.0% | 0.0% | 302 | -1,616 | -8.94% | Q1 2026 | May 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 16,444 | 1,814 | 0.05% | 0.05% | 303 | +1 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 16,338 | 1,803 | 0.03% | 0.06% | 304 | -11,891 | -42.12% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,318 | 1,800 | 0.09% | 0.08% | 305 | -440 | -2.63% | Q1 2026 | Apr 28, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 16,213 | 1,789 | 1.39% | — | 306 | +16,213 | New | Q1 2026 | Apr 28, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 16,225 | 1,783 | 0.54% | 0.54% | 307 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Trek Financial, LLC | History | Added to | 16,119 | 1,778 | 0.09% | 0.08% | 308 | +4,218 | 35.44% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 16,061 | 1,772 | 0.02% | 0.02% | 309 | +51 | 0.32% | Q1 2026 | Apr 16, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 16,055 | 1,771 | 0.7% | 0.61% | 310 | +2,170 | 15.63% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 16,052 | 1,771 | 0.03% | 0.03% | 311 | -244 | -1.5% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | New | 16,022 | 1,768 | 0.02% | — | 312 | +16,022 | New | Q1 2026 | May 12, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 15,932 | 1,758 | 0.23% | 0.2% | 313 | +1,117 | 7.54% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Reduced | 15,922 | 1,757 | 0.06% | 0.08% | 314 | -2,849 | -15.18% | Q1 2026 | May 06, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 15,909 | 1,755 | 1.38% | 1.42% | 315 | +201 | 1.28% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 15,690 | 1,752 | 0.02% | 0.04% | 316 | -11,615 | -42.54% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,794 | 1,743 | 0.03% | 0.03% | 317 | +4,449 | 39.22% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 15,788 | 1,742 | 0.3% | 0.3% | 318 | +96 | 0.61% | Q1 2026 | May 12, 2026 |
| Climber Capital SA | History | Reduced | 15,770 | 1,738 | 1.14% | 1.65% | 319 | -7,285 | -31.6% | Q1 2026 | May 01, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 15,739 | 1,736 | 0.23% | 0.24% | 320 | -210 | -1.32% | Q1 2026 | May 12, 2026 |
| Prosperity Planning, Inc. | History | Added to | 15,730 | 1,735 | 0.44% | 0.45% | 321 | +35 | 0.22% | Q1 2026 | Apr 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 15,633 | 1,725 | 0.1% | 0.01% | 322 | -26,361 | -62.77% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,561 | 1,717 | 0.0% | 0.0% | 323 | +534 | 3.55% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 15,448 | 1,716 | 0.05% | 0.03% | 324 | +9,728 | 170.07% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 15,315 | 1,690 | 0.04% | 0.04% | 325 | -102 | -0.66% | Q1 2026 | May 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 15,266 | 1,684 | 0.22% | 0.2% | 326 | +843 | 5.84% | Q1 2026 | May 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 15,170 | 1,674 | 0.16% | 0.16% | 327 | +162 | 1.08% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 15,151 | 1,672 | 0.01% | 0.01% | 328 | +3,698 | 32.29% | Q1 2026 | May 01, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 15,156 | 1,672 | 0.21% | 0.25% | 329 | -3,513 | -18.82% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 15,065 | 1,662 | 0.02% | 0.01% | 330 | +9,027 | 149.5% | Q1 2026 | May 13, 2026 |
| American Investment Services, Inc. | History | Added to | 14,979 | 1,653 | 0.37% | 0.37% | 331 | +315 | 2.15% | Q1 2026 | May 13, 2026 |
| Blue Fin Capital, Inc. | History | No change | 15,018 | 1,650 | 0.26% | 0.26% | 332 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,838 | 1,637 | 0.04% | 0.01% | 333 | +9,859 | 198.01% | Q1 2026 | May 11, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | No change | 14,686 | 1,620 | 0.82% | 0.82% | 334 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pflug Koory, LLC | History | No change | 14,673 | 1,619 | 0.74% | 0.75% | 335 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CPA Asset Management Group, LLC | History | No change | 14,657 | 1,617 | 0.54% | 0.56% | 336 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 14,276 | 1,575 | 0.47% | 0.49% | 337 | -591 | -3.98% | Q1 2026 | May 06, 2026 |
| Darden Wealth Group Inc | History | Reduced | 14,220 | 1,569 | 0.8% | 0.79% | 338 | -678 | -4.55% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 14,176 | 1,564 | 0.05% | 0.04% | 339 | +2,405 | 20.43% | Q1 2026 | May 07, 2026 |
| City State Bank | History | Reduced | 14,130 | 1,559 | 0.4% | 0.43% | 340 | -250 | -1.74% | Q1 2026 | Apr 20, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 14,116 | 1,557 | 0.18% | 0.18% | 341 | -40 | -0.28% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,995 | 1,544 | 0.02% | 0.02% | 342 | +1,926 | 15.96% | Q1 2026 | Apr 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,789 | 1,522 | 0.0% | 0.0% | 343 | -1,622 | -10.52% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 13,761 | 1,518 | 0.0% | 0.0% | 344 | -32,948 | -70.54% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 13,660 | 1,508 | 0.11% | 0.1% | 345 | -1,543 | -10.15% | Q1 2026 | May 20, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 13,644 | 1,505 | 0.05% | 0.04% | 346 | +3,725 | 37.55% | Q1 2026 | May 06, 2026 |
| SouthState Bank Corp | History | Reduced | 13,406 | 1,479 | 0.07% | 0.07% | 347 | -386 | -2.8% | Q1 2026 | May 05, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 13,410 | 1,479 | 1.28% | 1.24% | 348 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 13,347 | 1,472 | 0.01% | 0.01% | 349 | -1,844 | -12.14% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 13,288 | 1,466 | 0.03% | 0.03% | 350 | -1,086 | -7.56% | Q1 2026 | Apr 27, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 13,270 | 1,464 | 0.17% | 0.12% | 351 | +3,991 | 43.01% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Reduced | 13,256 | 1,462 | 0.01% | 0.01% | 352 | -4,894 | -26.96% | Q1 2026 | May 04, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 13,604 | 1,461 | 0.98% | — | 353 | +13,604 | New | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 13,225 | 1,459 | 0.05% | 0.06% | 354 | -2,740 | -17.16% | Q1 2026 | Apr 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 13,219 | 1,458 | 0.05% | 0.06% | 355 | -2,871 | -17.84% | Q1 2026 | May 15, 2026 |
| E&G Advisors, LP | History | Reduced | 13,145 | 1,449 | 0.32% | 0.32% | 356 | -58 | -0.44% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Reduced | 12,879 | 1,421 | 0.07% | 0.07% | 357 | -491 | -3.67% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,667 | 1,397 | 0.01% | 0.01% | 358 | +3,841 | 43.52% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Added to | 12,535 | 1,383 | 0.08% | 0.06% | 359 | +3,002 | 31.49% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 12,414 | 1,370 | 0.02% | 0.02% | 360 | -1,418 | -10.25% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,359 | 1,363 | 0.02% | 0.02% | 361 | +1,154 | 10.3% | Q1 2026 | May 12, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 12,295 | 1,356 | 0.03% | 0.01% | 362 | +6,858 | 126.14% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 12,280 | 1,355 | 0.03% | 0.03% | 363 | -718 | -5.52% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 12,153 | 1,341 | 0.01% | 0.01% | 364 | +3,704 | 43.84% | Q1 2026 | May 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 12,120 | 1,337 | 0.03% | 0.03% | 365 | +61 | 0.51% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 12,009 | 1,325 | 0.1% | 0.04% | 366 | +9,830 | 451.12% | Q1 2026 | Apr 28, 2026 |
| Calder Financial LLC | History | Reduced | 11,855 | 1,308 | 1.3% | 1.32% | 367 | -359 | -2.94% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,826 | 1,305 | 0.03% | 0.03% | 368 | -355 | -2.91% | Q1 2026 | Apr 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11,809 | 1,303 | 0.04% | 0.03% | 369 | +652 | 5.84% | Q1 2026 | Apr 27, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 11,772 | 1,299 | 1.14% | 0.92% | 370 | -437 | -3.58% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 11,591 | 1,286 | 0.07% | 0.07% | 371 | +607 | 5.53% | Q1 2026 | Apr 17, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 11,631 | 1,283 | 1.37% | 1.42% | 372 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legal & General Group Plc | History | Added to | 11,600 | 1,280 | 0.0% | 0.0% | 373 | +7,955 | 218.24% | Q1 2026 | May 08, 2026 |
| Note Advisors, LLC | History | Reduced | 11,432 | 1,261 | 0.63% | 0.65% | 374 | -125 | -1.08% | Q1 2026 | May 15, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 11,425 | 1,260 | 0.65% | 0.54% | 376 | +3,135 | 37.82% | Q1 2026 | May 11, 2026 |
| CWC Advisors, LLC. | History | Added to | 11,418 | 1,260 | 0.6% | 0.58% | 375 | +539 | 4.95% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Reduced | 11,244 | 1,240 | 0.02% | 0.02% | 377 | -4,043 | -26.45% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 11,030 | 1,217 | 0.04% | 0.04% | 378 | +2,092 | 23.41% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 11,009 | 1,215 | 0.0% | 0.0% | 379 | +2,887 | 35.55% | Q1 2026 | Apr 16, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 10,990 | 1,212 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 10,972 | 1,210 | 0.05% | 0.05% | 381 | -648 | -5.58% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,920 | 1,206 | 0.02% | 0.02% | 382 | -389 | -3.44% | Q1 2026 | Apr 14, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 10,861 | 1,198 | 0.21% | 0.21% | 383 | +414 | 3.96% | Q1 2026 | Apr 09, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,853 | 1,197 | 0.05% | — | 384 | +10,853 | New | Q1 2026 | May 15, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 10,662 | 1,176 | 0.18% | 0.19% | 385 | -680 | -6.0% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 10,586 | 1,168 | 0.0% | — | 386 | +10,586 | New | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,572 | 1,166 | 0.01% | 0.01% | 387 | +504 | 5.01% | Q1 2026 | Apr 20, 2026 |
| McCartney Wealth Management LLC | History | Added to | 10,450 | 1,153 | 0.97% | 0.96% | 388 | +320 | 3.16% | Q1 2026 | May 11, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 10,418 | 1,149 | 0.4% | 0.48% | 389 | -1,915 | -15.53% | Q1 2026 | Apr 08, 2026 |
| Arcataur Capital Management LLC | History | No change | 10,399 | 1,147 | 0.32% | 0.33% | 390 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 10,375 | 1,144 | 0.06% | 0.07% | 391 | -680 | -6.15% | Q1 2026 | Apr 23, 2026 |
| OneAscent Financial Services LLC | History | New | 10,329 | 1,139 | 0.06% | — | 392 | +10,329 | New | Q1 2026 | Apr 21, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 10,241 | 1,130 | 0.2% | 0.17% | 393 | +1,350 | 15.18% | Q1 2026 | May 05, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 10,238 | 1,129 | 0.22% | 0.24% | 394 | -333 | -3.15% | Q1 2026 | Apr 21, 2026 |
| VestGen Investment Management | History | Reduced | 10,223 | 1,128 | 0.62% | 0.65% | 395 | -376 | -3.55% | Q1 2026 | May 12, 2026 |
| Bank of Marin | History | Added to | 10,218 | 1,127 | 0.82% | 0.74% | 396 | +476 | 4.89% | Q1 2026 | May 14, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 10,196 | 1,125 | 0.56% | 0.36% | 397 | +3,762 | 58.47% | Q1 2026 | Apr 20, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 10,147 | 1,119 | 0.13% | 0.14% | 398 | -1,051 | -9.39% | Q1 2026 | May 01, 2026 |
| Maridea Wealth Management LLC | History | Added to | 10,034 | 1,107 | 0.16% | 0.15% | 399 | +813 | 8.82% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 10,000 | 1,103 | 0.01% | 0.01% | 400 | +2,300 | 29.87% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 9,972 | 1,100 | 0.07% | 0.07% | 401 | +8 | 0.08% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 9,951 | 1,098 | 0.0% | 0.0% | 402 | +80 | 0.81% | Q1 2026 | May 14, 2026 |
| BOS Asset Management, LLC | History | No change | 9,916 | 1,094 | 0.28% | 0.29% | 403 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,875 | 1,089 | 0.01% | 0.01% | 404 | -294 | -2.89% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 9,860 | 1,088 | 0.01% | 0.01% | 406 | -4,038 | -29.05% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 9,864 | 1,088 | 0.01% | 0.01% | 405 | -1,757 | -15.12% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Added to | 9,839 | 1,085 | 0.03% | 0.03% | 407 | +22 | 0.22% | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,808 | 1,081 | 0.01% | 0.01% | 408 | -232 | -2.31% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 9,839 | 1,081 | 0.05% | 0.05% | 409 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 9,696 | 1,070 | 0.35% | 0.23% | 410 | +3,269 | 50.86% | Q1 2026 | Apr 21, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 9,651 | 1,065 | 0.66% | 0.57% | 411 | +1,025 | 11.88% | Q1 2026 | Apr 16, 2026 |
| Jacobi Capital Management LLC | History | Added to | 9,643 | 1,064 | 0.06% | 0.06% | 412 | +117 | 1.23% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 9,495 | 1,058 | 0.02% | 0.02% | 413 | +722 | 8.23% | Q1 2026 | Apr 20, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 9,577 | 1,056 | 0.07% | 0.07% | 414 | -219 | -2.24% | Q1 2026 | Apr 14, 2026 |
| SMART Wealth LLC | History | New | 9,534 | 1,052 | 0.31% | — | 415 | +9,534 | New | Q1 2026 | Apr 23, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 9,355 | 1,032 | 0.08% | 0.08% | 416 | -548 | -5.53% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 9,280 | 1,024 | 0.07% | 0.07% | 417 | +1,095 | 13.38% | Q1 2026 | Apr 20, 2026 |
| WESPAC Advisors, LLC | History | Added to | 9,268 | 1,022 | 0.56% | 0.15% | 418 | +6,811 | 277.21% | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 9,226 | 1,018 | 0.02% | 0.02% | 419 | -231 | -2.44% | Q1 2026 | May 12, 2026 |
| National Philanthropic Trust | History | No change | 9,201 | 1,015 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 9,162 | 1,011 | 0.03% | 0.11% | 421 | -25,775 | -73.78% | Q1 2026 | May 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 9,101 | 1,008 | 0.03% | 0.04% | 422 | -5,705 | -38.53% | Q1 2026 | Apr 08, 2026 |
| Plan Group Financial, LLC | History | Added to | 9,117 | 1,006 | 0.24% | 0.06% | 423 | +7,021 | 334.97% | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 9,032 | 996 | 0.0% | 0.0% | 424 | +177 | 2.0% | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | New | 9,023 | 995 | 0.09% | — | 425 | +9,023 | New | Q1 2026 | May 07, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 8,920 | 984 | 0.94% | 0.91% | 426 | +400 | 4.69% | Q1 2026 | May 04, 2026 |
| SHAYNE & JACOBS, LLC | History | Reduced | 8,840 | 975 | 0.3% | 0.3% | 427 | -40 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | Added to | 8,825 | 973 | 0.0% | 0.0% | 428 | +1,220 | 16.04% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 8,846 | 972 | 0.06% | 0.06% | 429 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 8,662 | 955 | 0.04% | — | 430 | +8,662 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,577 | 946 | 0.03% | 0.03% | 431 | +338 | 4.1% | Q1 2026 | Apr 20, 2026 |
| Fund Evaluation Group, LLC | History | No change | 8,554 | 944 | 0.03% | 0.03% | 432 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,596 | 944 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SELDON CAPITAL LP | History | No change | 8,515 | 939 | 0.35% | 0.32% | 434 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 8,489 | 936 | 0.03% | 0.03% | 435 | -70 | -0.82% | Q1 2026 | Apr 10, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 8,456 | 933 | 0.16% | 0.18% | 436 | -826 | -8.9% | Q1 2026 | Apr 17, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 8,449 | 932 | 0.83% | 0.84% | 437 | -462 | -5.18% | Q1 2026 | Apr 16, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 8,438 | 931 | 0.01% | 0.01% | 438 | -303 | -3.47% | Q1 2026 | Apr 21, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 8,349 | 921 | 1.03% | 0.71% | 439 | +2,403 | 40.41% | Q1 2026 | May 08, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 8,276 | 913 | 0.06% | 0.09% | 440 | -4,481 | -35.13% | Q1 2026 | Apr 27, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 8,279 | 913 | 0.39% | 0.4% | 441 | -331 | -3.84% | Q1 2026 | Apr 20, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 8,116 | 895 | 0.03% | 0.03% | 442 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Palisade Asset Management, LLC | History | No change | 8,106 | 894 | 0.09% | 0.09% | 443 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 8,099 | 893 | 0.05% | 0.05% | 444 | +43 | 0.53% | Q1 2026 | May 14, 2026 |
| Fox Hill Wealth Management | History | Reduced | 8,045 | 887 | 0.43% | 0.42% | 445 | -207 | -2.51% | Q1 2026 | May 12, 2026 |
| TritonPoint Partners, LLC | History | Added to | 8,014 | 884 | 0.33% | 0.46% | 446 | +213 | 2.73% | Q1 2026 | Apr 28, 2026 |
| Florin Court Capital LLP | History | No change | 8,000 | 882 | 3.33% | 1.22% | 447 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| James Hambro & Partners LLP | History | New | 7,985 | 881 | 0.03% | — | 448 | +7,985 | New | Q1 2026 | Apr 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 7,958 | 878 | 0.01% | 0.01% | 449 | -248 | -3.02% | Q1 2026 | May 05, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 7,770 | 857 | 0.12% | 0.12% | 450 | -339 | -4.18% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,723 | 852 | 0.04% | 0.04% | 451 | +12 | 0.16% | Q1 2026 | Apr 28, 2026 |
| Kelsey Financial, LLC | History | Added to | 7,709 | 850 | 0.74% | 0.71% | 452 | +137 | 1.81% | Q1 2026 | May 06, 2026 |
| Vise Technologies, Inc. | History | No change | 7,699 | 846 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 7,578 | 836 | 0.08% | — | 454 | +7,578 | New | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 7,486 | 826 | 0.03% | 0.03% | 455 | -56 | -0.74% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 7,454 | 822 | 0.01% | 0.01% | 456 | -2,836 | -27.56% | Q1 2026 | May 05, 2026 |
| Cedrus Wealth Group LLC | History | New | 7,400 | 816 | 0.91% | — | 457 | +7,400 | New | Q1 2026 | May 14, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 7,382 | 814 | 0.18% | 0.2% | 458 | -233 | -3.06% | Q1 2026 | Apr 21, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 7,336 | 809 | 0.0% | 0.0% | 459 | -34 | -0.46% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Reduced | 7,322 | 808 | 0.42% | 0.28% | 461 | -1,758 | -19.36% | Q1 2026 | Apr 20, 2026 |
| Balefire, LLC | History | Added to | 7,326 | 808 | 0.15% | 0.15% | 460 | +493 | 7.21% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 7,195 | 801 | 0.01% | 0.02% | 462 | +2,411 | 50.4% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 7,268 | 798 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 7,220 | 796 | 0.2% | 0.18% | 464 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 7,103 | 784 | 0.02% | 0.02% | 465 | -514 | -6.75% | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | Added to | 7,100 | 783 | 0.17% | 0.04% | 466 | +5,240 | 281.72% | Q1 2026 | Apr 27, 2026 |
| Wellington Shields & Co., LLC | History | No change | 7,067 | 779 | 0.2% | 0.19% | 467 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 7,050 | 778 | 0.01% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 6,996 | 772 | 0.04% | 0.05% | 469 | +3,513 | 100.86% | Q1 2026 | Apr 22, 2026 |
| Farrell Financial LLC | History | Reduced | 6,950 | 767 | 0.46% | 0.46% | 470 | -169 | -2.37% | Q1 2026 | Apr 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 6,926 | 764 | 0.5% | 0.47% | 471 | +315 | 4.76% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Added to | 6,919 | 763 | 0.16% | 0.19% | 472 | +1,327 | 23.73% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,908 | 762 | 0.01% | 0.01% | 473 | +992 | 16.77% | Q1 2026 | Apr 20, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 6,863 | 757 | 0.06% | 0.06% | 474 | -93 | -1.34% | Q1 2026 | May 05, 2026 |
| Faithward Advisors, LLC | History | Added to | 6,853 | 756 | 0.11% | 0.09% | 476 | +1,164 | 20.46% | Q1 2026 | Apr 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 6,850 | 756 | 0.04% | 0.05% | 475 | -392 | -5.41% | Q1 2026 | May 13, 2026 |
| Chesley Taft & Associates LLC | History | No change | 6,818 | 752 | 0.03% | 0.03% | 477 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Atlas Brown,Inc. | History | Reduced | 6,811 | 751 | 0.23% | 0.23% | 479 | -209 | -2.98% | Q1 2026 | Apr 17, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 6,814 | 751 | 0.03% | 0.03% | 478 | -46 | -0.67% | Q1 2026 | May 12, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 6,774 | 748 | 0.09% | 0.04% | 480 | +4,026 | 146.51% | Q1 2026 | Apr 17, 2026 |
| Planned Solutions, Inc. | History | No change | 6,707 | 740 | 0.24% | 0.24% | 481 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 6,667 | 735 | 0.1% | 0.14% | 482 | -2,460 | -26.95% | Q1 2026 | Apr 13, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 6,570 | 725 | 0.18% | 0.28% | 483 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 6,559 | 723 | 0.04% | 0.04% | 484 | +55 | 0.85% | Q1 2026 | May 14, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 6,453 | 717 | 0.57% | 0.59% | 486 | +3 | 0.05% | Q1 2026 | May 14, 2026 |
| WealthTrust Axiom LLC | History | No change | 6,500 | 717 | 0.18% | 0.18% | 485 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 6,487 | 715 | 0.29% | 0.28% | 487 | -63 | -0.96% | Q1 2026 | Apr 23, 2026 |
| Gambit Capital Management, LLC | History | New | 6,452 | 712 | 0.49% | — | 488 | +6,452 | New | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 6,426 | 709 | 0.04% | 0.05% | 489 | -3,242 | -33.53% | Q1 2026 | May 14, 2026 |
| Summa Corp. | History | No change | 6,430 | 709 | 0.29% | 0.3% | 490 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Headlands Technologies LLC | History | Added to | 6,381 | 704 | 0.08% | 0.05% | 492 | +523 | 8.93% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,409 | 704 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,343 | 700 | 0.02% | 0.02% | 493 | -322 | -4.83% | Q1 2026 | Apr 21, 2026 |
| J2 Capital Management Inc | History | Added to | 6,331 | 698 | 0.48% | 0.49% | 494 | +227 | 3.72% | Q1 2026 | Apr 21, 2026 |
| Red Wave Investments LLC | History | No change | 6,325 | 698 | 0.21% | 0.21% | 495 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,321 | 697 | 0.0% | 0.0% | 496 | +204 | 3.33% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 6,261 | 690 | 0.03% | — | 497 | +6,261 | New | Q1 2026 | May 19, 2026 |
| Sidoxia Capital Management, LLC | History | New | 6,209 | 685 | 0.59% | — | 498 | +6,209 | New | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 6,200 | 684 | 0.0% | 0.0% | 499 | +800 | 14.81% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,149 | 678 | 0.04% | 0.02% | 500 | +2,703 | 78.44% | Q1 2026 | Apr 15, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 6,148 | 678 | 0.34% | 0.34% | 501 | +90 | 1.49% | Q1 2026 | Apr 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 6,120 | 675 | 0.04% | 0.06% | 502 | -5,026 | -45.09% | Q1 2026 | Apr 24, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 6,095 | 672 | 0.26% | 0.26% | 503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Great Hill Capital LLC | History | Added to | 6,067 | 669 | 0.04% | 0.03% | 504 | +2,967 | 95.71% | Q1 2026 | Apr 29, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 6,058 | 668 | 0.43% | 0.42% | 505 | -131 | -2.12% | Q1 2026 | Apr 15, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 6,037 | 666 | 0.39% | 0.39% | 506 | -62 | -1.02% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,998 | 661 | 0.0% | — | 507 | +5,998 | New | Q1 2026 | May 12, 2026 |
| Avos Capital Management, LLC | History | Reduced | 5,975 | 659 | 0.26% | 0.59% | 509 | -6,366 | -51.58% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Reduced | 5,979 | 659 | 0.02% | 0.02% | 508 | -129 | -2.11% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,955 | 657 | 0.01% | 0.01% | 510 | -258 | -4.15% | Q1 2026 | Apr 15, 2026 |
| Inscription Capital, LLC | History | Reduced | 5,958 | 657 | 0.07% | 0.07% | 511 | -83 | -1.37% | Q1 2026 | Apr 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 5,923 | 653 | 0.01% | 0.01% | 512 | -62 | -1.04% | Q1 2026 | May 04, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 5,937 | 652 | 0.02% | 0.02% | 513 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Johnson Financial Group, LLC | History | No change | 5,906 | 651 | 0.04% | 0.04% | 514 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 5,870 | 647 | 0.02% | 0.02% | 515 | +28 | 0.48% | Q1 2026 | Apr 09, 2026 |
| Gibson Capital, LLC | History | Added to | 5,840 | 644 | 0.12% | 0.1% | 516 | +673 | 13.02% | Q1 2026 | Apr 17, 2026 |
| SUMMITRY LLC | History | No change | 5,805 | 640 | 0.02% | 0.03% | 517 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Glenview Trust Co | History | No change | 5,765 | 636 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HCR Wealth Advisors | History | Added to | 5,715 | 630 | 0.07% | 0.03% | 519 | +2,700 | 89.55% | Q1 2026 | Apr 21, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 5,674 | 626 | 0.06% | 0.06% | 520 | -50 | -0.87% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,653 | 623 | 0.01% | 0.01% | 521 | -80 | -1.4% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 5,603 | 618 | 0.07% | 0.06% | 522 | +140 | 2.56% | Q1 2026 | Apr 15, 2026 |
| Single Point Partners, LLC | History | Added to | 5,563 | 613 | 0.12% | 0.11% | 523 | +369 | 7.1% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,552 | 612 | 0.01% | 0.01% | 524 | -62 | -1.1% | Q1 2026 | May 15, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 5,540 | 611 | 0.15% | 0.15% | 525 | +136 | 2.52% | Q1 2026 | Apr 27, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 5,515 | 608 | 0.57% | 0.58% | 526 | +58 | 1.06% | Q1 2026 | May 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,473 | 604 | 0.01% | 0.01% | 527 | -100 | -1.79% | Q1 2026 | Apr 28, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 5,447 | 601 | 0.05% | — | 529 | +5,447 | New | Q1 2026 | Apr 08, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 5,454 | 601 | 0.25% | 0.23% | 528 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 5,444 | 600 | 0.09% | 0.12% | 531 | -1,547 | -22.13% | Q1 2026 | Apr 14, 2026 |
| American Trust | History | Reduced | 5,438 | 600 | 0.05% | 0.06% | 532 | -716 | -11.63% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,440 | 600 | 0.0% | 0.0% | 530 | +348 | 6.83% | Q1 2026 | May 12, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 5,447 | 598 | 0.05% | 0.05% | 533 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 5,407 | 596 | 0.45% | 0.44% | 534 | -9 | -0.17% | Q1 2026 | May 08, 2026 |
| American Financial Advisors, LLC | History | Reduced | 5,354 | 590 | 0.08% | 0.08% | 535 | -232 | -4.15% | Q1 2026 | May 13, 2026 |
| FC Advisory LLC | History | No change | 5,343 | 589 | 0.17% | 0.17% | 536 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Veratis Advisors, Inc. | History | No change | 5,282 | 587 | 0.46% | 0.46% | 537 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Atwater Malick LLC | History | Reduced | 5,250 | 579 | 0.16% | 0.18% | 538 | -743 | -12.4% | Q1 2026 | Apr 22, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 5,232 | 577 | 0.21% | 0.13% | 539 | +1,601 | 44.09% | Q1 2026 | May 12, 2026 |
| Baldwin Investment Management, LLC | History | No change | 5,200 | 573 | 0.07% | 0.06% | 540 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 5,185 | 572 | 0.13% | 0.14% | 541 | -358 | -6.46% | Q1 2026 | May 04, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 5,070 | 559 | 0.15% | 0.13% | 542 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 5,070 | 559 | 0.17% | 0.19% | 543 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Reduced | 5,058 | 558 | 0.03% | 0.03% | 544 | -742 | -12.79% | Q1 2026 | May 05, 2026 |
| FSA Investment Group, LLC | History | No change | 5,054 | 557 | 0.22% | 0.34% | 545 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bath Savings Trust Co | History | Added to | 5,035 | 555 | 0.06% | 0.05% | 546 | +50 | 1.0% | Q1 2026 | Apr 07, 2026 |
| Shade Tree Advisors LLC | History | No change | 5,036 | 555 | 0.4% | 0.42% | 547 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Carr Financial Group Corp | History | No change | 5,033 | 555 | 0.15% | 0.15% | 548 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 5,000 | 551 | 0.07% | 0.07% | 549 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Alpha Financial Partners LLC | History | New | 4,986 | 550 | 0.33% | — | 550 | +4,986 | New | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 4,944 | 545 | 0.48% | 0.49% | 551 | -20 | -0.4% | Q1 2026 | May 06, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 4,934 | 544 | 0.25% | 0.27% | 552 | -245 | -4.73% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | Reduced | 4,921 | 543 | 0.02% | 0.27% | 553 | -67,985 | -93.25% | Q1 2026 | Apr 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 4,875 | 538 | 0.0% | — | 554 | +4,875 | New | Q1 2026 | May 01, 2026 |
| Private Harbour Investment Management & Counsel, LLC | History | Reduced | 4,855 | 535 | 0.59% | 0.56% | 555 | -50 | -1.02% | Q1 2026 | Apr 30, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 4,833 | 533 | 0.03% | 0.02% | 556 | +956 | 24.66% | Q1 2026 | Apr 17, 2026 |
| DMC Group, LLC | History | Reduced | 4,812 | 531 | 0.36% | 0.46% | 557 | -1,466 | -23.35% | Q1 2026 | Apr 30, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 4,811 | 530 | 0.31% | 0.33% | 558 | -60 | -1.23% | Q1 2026 | Apr 16, 2026 |
| Elm Partners Management LLC | History | Reduced | 4,787 | 528 | 0.02% | 0.03% | 560 | -329 | -6.43% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 4,793 | 528 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 4,766 | 526 | 0.01% | 0.01% | 561 | +393 | 8.99% | Q1 2026 | May 12, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 4,774 | 526 | 0.05% | 0.05% | 562 | -23 | -0.48% | Q1 2026 | May 15, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 4,754 | 524 | 0.13% | 1.22% | 563 | -41,656 | -89.76% | Q1 2026 | Apr 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 4,724 | 521 | 0.04% | 0.03% | 564 | +40 | 0.85% | Q1 2026 | May 21, 2026 |
| Caldwell Trust Co | History | Reduced | 4,718 | 520 | 0.05% | 0.05% | 566 | -794 | -14.4% | Q1 2026 | Apr 22, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 4,694 | 520 | 0.35% | 0.35% | 565 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 4,711 | 519 | 0.15% | 0.16% | 567 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clearview Wealth Management LLC | History | New | 4,682 | 516 | 0.36% | — | 569 | +4,682 | New | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,699 | 516 | 0.02% | 0.02% | 568 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 4,663 | 514 | 0.1% | 0.14% | 570 | -2,742 | -37.03% | Q1 2026 | Apr 29, 2026 |
| 10Elms LLP | History | Added to | 4,663 | 514 | 0.32% | 0.41% | 571 | +602 | 14.82% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 4,635 | 511 | 0.01% | 0.01% | 572 | -127 | -2.67% | Q1 2026 | May 15, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 4,633 | 511 | 0.33% | 0.31% | 573 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| May Barnhard Investments LLC | History | No change | 4,619 | 509 | 0.25% | 0.24% | 574 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lynx Investment Advisory | History | Added to | 4,596 | 507 | 0.24% | 0.17% | 575 | +1,825 | 65.86% | Q1 2026 | Apr 24, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 4,570 | 504 | 0.26% | — | 578 | +4,570 | New | Q1 2026 | May 05, 2026 |
| Clarity Financial LLC | History | Added to | 4,568 | 504 | 0.05% | 0.04% | 576 | +322 | 7.58% | Q1 2026 | May 01, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 4,569 | 504 | 0.5% | 0.5% | 577 | +19 | 0.42% | Q1 2026 | Apr 14, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 4,551 | 502 | 0.28% | 0.29% | 579 | -260 | -5.4% | Q1 2026 | Apr 09, 2026 |
| Transmarket Holdings LP | History | New | 4,524 | 499 | 0.27% | — | 581 | +4,524 | New | Q1 2026 | May 13, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 4,531 | 499 | 0.16% | 0.16% | 580 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 4,505 | 497 | 0.4% | 0.41% | 582 | -161 | -3.45% | Q1 2026 | May 12, 2026 |
| Envision Financial LLC | History | Reduced | 4,500 | 496 | 0.27% | 0.52% | 584 | -4,500 | -50.0% | Q1 2026 | Apr 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 4,500 | 496 | 0.02% | 0.02% | 583 | -591 | -11.61% | Q1 2026 | May 11, 2026 |
| Oder Investment Management, LLC | History | Reduced | 4,493 | 495 | 0.38% | 0.38% | 585 | -228 | -4.83% | Q1 2026 | May 05, 2026 |
| Flaharty Asset Management, LLC | History | No change | 4,466 | 492 | 0.06% | 0.06% | 586 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Winter & Associates, Inc. | History | Reduced | 4,359 | 482 | 0.42% | 0.59% | 587 | -1,429 | -24.69% | Q1 2026 | Apr 08, 2026 |
| First Growth Capital LLC | History | Added to | 4,315 | 476 | 0.43% | 0.38% | 589 | +420 | 10.78% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,314 | 476 | 0.04% | 0.04% | 588 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,295 | 474 | 0.01% | 0.01% | 590 | +40 | 0.94% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,274 | 471 | 0.03% | 0.03% | 591 | -393 | -8.42% | Q1 2026 | Apr 20, 2026 |
| Hardy Reed LLC | History | No change | 4,272 | 471 | 0.03% | 0.03% | 592 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Legacy PCG, LLC | History | Reduced | 4,268 | 470 | 2.52% | 1.64% | 593 | -19,887 | -82.33% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 4,224 | 466 | 0.4% | 0.4% | 594 | -23 | -0.54% | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Reduced | 4,210 | 464 | 0.02% | 0.02% | 595 | -353 | -7.74% | Q1 2026 | May 15, 2026 |
| Courage Miller Partners, LLC | History | No change | 4,177 | 460 | 0.13% | 0.14% | 596 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Reduced | 4,118 | 454 | 0.01% | 0.01% | 597 | -137 | -3.22% | Q1 2026 | May 15, 2026 |
| Ground Swell Capital, LLC | History | New | 4,108 | 453 | 0.89% | — | 598 | +4,108 | New | Q1 2026 | Apr 21, 2026 |
| Parker Financial LLC | History | Reduced | 4,102 | 452 | 0.18% | 0.19% | 600 | -235 | -5.42% | Q1 2026 | Apr 21, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 4,101 | 452 | 0.36% | 0.36% | 599 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tyche Wealth Partners LLC | History | No change | 4,098 | 452 | 0.07% | 0.07% | 601 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 4,082 | 450 | 0.01% | 0.01% | 602 | -129 | -3.06% | Q1 2026 | May 05, 2026 |
| Auour Investments LLC | History | Added to | 4,072 | 449 | 0.14% | 0.14% | 603 | +93 | 2.34% | Q1 2026 | Apr 20, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 4,056 | 447 | 0.19% | 0.27% | 604 | -2,039 | -33.45% | Q1 2026 | Apr 28, 2026 |
| Smith Thornton Advisors LLC | History | No change | 4,035 | 445 | 0.22% | 0.23% | 605 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 4,016 | 443 | 0.03% | 0.02% | 606 | +1,200 | 42.61% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,011 | 442 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 4,007 | 442 | 0.07% | 0.07% | 608 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Matrix Trust Co | History | Added to | 3,993 | 441 | 0.07% | 0.07% | 609 | +307 | 8.33% | Q1 2026 | Apr 09, 2026 |
| ATLas Financial Planning LLC | History | Added to | 3,986 | 439 | 0.39% | 0.22% | 610 | +1,927 | 93.59% | Q1 2026 | Apr 27, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 3,952 | 436 | 0.66% | 0.47% | 611 | +1,067 | 36.98% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3,950 | 435 | 0.0% | 0.01% | 612 | -675 | -14.59% | Q1 2026 | May 06, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 3,930 | 433 | 0.01% | 0.01% | 614 | -77 | -1.92% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Added to | 3,924 | 433 | 0.0% | 0.0% | 613 | +13 | 0.33% | Q1 2026 | May 12, 2026 |
| KG Capital Management | History | New | 3,908 | 431 | 0.31% | — | 617 | +3,908 | New | Q1 2026 | Apr 22, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 3,914 | 431 | 0.01% | 0.0% | 615 | +1,982 | 102.59% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,912 | 431 | 0.01% | 0.01% | 616 | +433 | 12.45% | Q1 2026 | Apr 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 3,899 | 430 | 0.06% | 0.06% | 618 | +614 | 18.69% | Q1 2026 | May 08, 2026 |
| FWG Holdings, LLC | History | New | 3,875 | 429 | 0.16% | — | 622 | +3,875 | New | Q1 2026 | Apr 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 3,889 | 429 | 0.0% | 0.0% | 619 | +730 | 23.11% | Q1 2026 | May 05, 2026 |
| Grandview Asset Management LLC | History | Reduced | 3,887 | 429 | 0.13% | 0.13% | 620 | -530 | -12.0% | Q1 2026 | May 07, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 3,895 | 429 | 0.25% | 0.26% | 621 | -109 | -2.72% | Q1 2026 | May 01, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 3,885 | 428 | 0.31% | 0.18% | 623 | +1,683 | 76.43% | Q1 2026 | Apr 09, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 3,882 | 428 | 0.11% | 0.1% | 624 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,865 | 426 | 0.0% | 0.0% | 625 | +3,497 | 950.27% | Q1 2026 | May 13, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 3,846 | 424 | 0.17% | 0.16% | 626 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,818 | 421 | 0.0% | 0.0% | 627 | +21 | 0.55% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Reduced | 3,805 | 419 | 0.02% | 0.02% | 628 | -427 | -10.09% | Q1 2026 | May 13, 2026 |
| EFG International AG | History | Added to | 3,784 | 417 | 0.01% | 0.01% | 629 | +711 | 23.14% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 3,776 | 416 | 0.01% | 0.01% | 630 | -390 | -9.36% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 3,749 | 413 | 0.03% | 0.02% | 631 | +495 | 15.21% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,729 | 411 | 0.04% | 0.03% | 632 | +94 | 2.59% | Q1 2026 | Apr 30, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 3,711 | 409 | 0.09% | 0.09% | 633 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 3,689 | 407 | 0.0% | 0.0% | 634 | -504 | -12.02% | Q1 2026 | May 05, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 3,658 | 403 | 0.18% | 0.17% | 635 | -9 | -0.25% | Q1 2026 | May 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 3,644 | 402 | 0.06% | 0.07% | 636 | -147 | -3.88% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,662 | 402 | 0.01% | 0.01% | 637 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 3,641 | 401 | 0.09% | 0.18% | 638 | -4,070 | -52.78% | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 3,624 | 399 | 0.31% | 0.32% | 639 | +548 | 17.82% | Q1 2026 | Apr 02, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 3,612 | 398 | 0.24% | 0.24% | 640 | +92 | 2.61% | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 3,576 | 394 | 0.05% | 0.04% | 641 | +1,272 | 55.21% | Q1 2026 | Apr 28, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 3,568 | 393 | 0.0% | 0.0% | 643 | +473 | 15.28% | Q1 2026 | Apr 24, 2026 |
| WFA of San Diego, LLC | History | Reduced | 3,564 | 393 | 0.32% | 0.29% | 644 | -45 | -1.25% | Q1 2026 | May 11, 2026 |
| PRENTISS SMITH & CO INC | History | No change | 3,570 | 393 | 0.23% | 0.23% | 642 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 3,551 | 391 | 0.03% | 0.03% | 646 | -211 | -5.61% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 3,544 | 391 | 0.01% | 0.01% | 645 | +46 | 1.32% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,541 | 390 | 0.0% | 0.0% | 647 | +152 | 4.49% | Q1 2026 | May 01, 2026 |
| Successful Portfolios LLC | History | No change | 3,531 | 389 | 0.21% | 0.2% | 648 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 3,524 | 388 | 0.15% | — | 650 | +3,524 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 3,524 | 388 | 0.15% | 0.15% | 649 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 3,508 | 387 | 0.04% | 0.03% | 651 | +150 | 4.47% | Q1 2026 | May 06, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,500 | 386 | 0.02% | 0.02% | 652 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 3,486 | 384 | 0.02% | 0.02% | 654 | -228 | -6.14% | Q1 2026 | Apr 08, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 3,484 | 384 | 0.04% | 0.04% | 653 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,477 | 383 | 0.0% | 0.0% | 655 | +22 | 0.64% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,469 | 382 | 0.02% | 0.03% | 656 | -1,941 | -35.88% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 3,463 | 382 | 0.1% | 0.11% | 657 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BSW Wealth Partners | History | Added to | 3,436 | 379 | 0.05% | 0.04% | 658 | +118 | 3.56% | Q1 2026 | Apr 14, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 3,407 | 375 | 0.08% | — | 660 | +3,407 | New | Q1 2026 | May 12, 2026 |
| Dorato Capital Management | History | No change | 3,384 | 375 | 0.28% | 0.28% | 659 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,397 | 374 | 0.05% | 0.05% | 661 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GHE, LLC | History | No change | 3,364 | 371 | 0.15% | 0.12% | 662 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 3,340 | 368 | 0.07% | 0.1% | 663 | -1,129 | -25.26% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,310 | 365 | 0.01% | 0.01% | 664 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Guardian Partners Inc. | History | Added to | 3,301 | 362 | 0.03% | 0.03% | 665 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 3,266 | 360 | 0.02% | 0.02% | 666 | +10 | 0.31% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,258 | 359 | 0.05% | 0.05% | 667 | -210 | -6.06% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | No change | 3,246 | 358 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Westmount Partners, LLC | History | No change | 3,240 | 357 | 0.09% | 0.09% | 669 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HRT FINANCIAL LP | History | New | 3,231 | 356 | 0.0% | — | 670 | +3,231 | New | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Added to | 3,224 | 355 | 0.0% | 0.0% | 671 | +677 | 26.58% | Q1 2026 | May 01, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 3,207 | 353 | 0.05% | 0.06% | 672 | -821 | -20.38% | Q1 2026 | Apr 27, 2026 |
| United Asset Strategies, Inc. | History | Added to | 3,185 | 351 | 0.03% | 0.03% | 673 | +65 | 2.08% | Q1 2026 | Apr 29, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 3,180 | 350 | 0.02% | 0.02% | 674 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 3,149 | 348 | 0.01% | 0.01% | 675 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Retireful, LLC | History | Reduced | 3,149 | 347 | 0.49% | 0.48% | 676 | -293 | -8.51% | Q1 2026 | Apr 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,139 | 346 | 0.01% | 0.01% | 677 | +39 | 1.26% | Q1 2026 | May 12, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 3,133 | 345 | 0.03% | 0.03% | 678 | -84 | -2.61% | Q1 2026 | May 11, 2026 |
| Narus Financial Partners, LLC | History | Added to | 3,117 | 343 | 0.09% | 0.07% | 679 | +777 | 33.21% | Q1 2026 | Apr 21, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 3,098 | 341 | 0.17% | — | 681 | +3,098 | New | Q1 2026 | Apr 09, 2026 |
| RS CRUM INC. | History | No change | 3,097 | 341 | 0.07% | 0.07% | 680 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 3,055 | 337 | 0.22% | 0.22% | 682 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 3,044 | 336 | 0.03% | 0.02% | 683 | +949 | 45.3% | Q1 2026 | Apr 28, 2026 |
| Mainsail Financial Group, LLC | History | No change | 3,053 | 336 | 0.14% | 0.14% | 684 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 3,015 | 332 | 0.09% | 0.09% | 686 | -217 | -6.71% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 3,009 | 332 | 0.01% | 0.01% | 685 | -17 | -0.56% | Q1 2026 | May 11, 2026 |
| Nautilus Advisors LLC | History | No change | 3,000 | 331 | 0.23% | 0.21% | 687 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 2,980 | 328 | 0.51% | 0.38% | 688 | +891 | 42.65% | Q1 2026 | May 04, 2026 |
| Cannell & Spears LLC | History | New | 2,955 | 326 | 0.01% | — | 692 | +2,955 | New | Q1 2026 | May 15, 2026 |
| Coastline Trust Co | History | Added to | 2,955 | 326 | 0.03% | 0.03% | 689 | +145 | 5.16% | Q1 2026 | Apr 03, 2026 |
| SilverOak Wealth Management LLC | History | No change | 2,963 | 326 | 0.05% | 0.05% | 690 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CLG LLC | History | No change | 2,961 | 326 | 0.08% | 0.08% | 691 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | Reduced | 2,927 | 325 | 0.15% | 0.19% | 693 | -876 | -23.03% | Q1 2026 | Apr 27, 2026 |
| Hegarty Advisors, LLC | History | No change | 2,939 | 324 | 0.26% | 0.28% | 694 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DGS Capital Management, LLC | History | New | 2,925 | 322 | 0.05% | — | 696 | +2,925 | New | Q1 2026 | Apr 28, 2026 |
| Latitude Advisors, LLC | History | Reduced | 2,924 | 322 | 0.15% | 0.15% | 695 | -86 | -2.86% | Q1 2026 | Apr 27, 2026 |
| McAdam, LLC | History | Reduced | 2,906 | 320 | 0.01% | 0.02% | 697 | -116 | -3.84% | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 2,888 | 318 | 0.02% | 0.02% | 698 | -6 | -0.21% | Q1 2026 | May 04, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 2,889 | 318 | 0.02% | 0.02% | 699 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | Reduced | 2,877 | 317 | 0.01% | 0.02% | 700 | -288 | -9.1% | Q1 2026 | Apr 30, 2026 |
| LPWM LLC | History | Added to | 2,861 | 315 | 0.08% | 0.08% | 701 | +120 | 4.38% | Q1 2026 | Apr 08, 2026 |
| Brooklyn Investment Group | History | New | 2,827 | 311 | 0.01% | — | 703 | +2,827 | New | Q1 2026 | Apr 29, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 2,822 | 311 | 0.14% | 0.15% | 702 | -242 | -7.9% | Q1 2026 | Apr 16, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 2,800 | 309 | 0.06% | 0.05% | 705 | +500 | 21.74% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 2,800 | 309 | 0.02% | 0.02% | 704 | +24 | 0.86% | Q1 2026 | Apr 30, 2026 |
| Creekside Partners | History | No change | 2,802 | 309 | 0.13% | 0.13% | 706 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 2,791 | 308 | 0.07% | 0.08% | 707 | -238 | -7.86% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,773 | 306 | 0.0% | 0.0% | 708 | +563 | 25.48% | Q1 2026 | May 15, 2026 |
| Alhambra Investment Management LLC | History | No change | 2,776 | 306 | 0.14% | 0.14% | 709 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 2,770 | 305 | 0.19% | 0.17% | 710 | +172 | 6.62% | Q1 2026 | Apr 28, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 2,762 | 304 | 0.05% | 0.13% | 712 | -4,314 | -60.97% | Q1 2026 | Apr 29, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 2,761 | 304 | 0.03% | 0.03% | 711 | +10 | 0.36% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | New | 2,740 | 302 | 0.02% | — | 713 | +2,740 | New | Q1 2026 | May 15, 2026 |
| Uniting Wealth Partners, LLC | History | New | 2,728 | 301 | 0.06% | — | 714 | +2,728 | New | Q1 2026 | Apr 22, 2026 |
| Hickory Point Bank & Trust | History | Added to | 2,721 | 300 | 0.2% | 0.21% | 716 | +56 | 2.1% | Q1 2026 | Apr 03, 2026 |
| Alan B Lancz & Associates, Inc. | History | No change | 2,725 | 300 | 0.29% | 0.26% | 715 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valued Retirements, Inc. | History | Reduced | 2,701 | 298 | 0.29% | 0.3% | 717 | -60 | -2.17% | Q1 2026 | May 13, 2026 |
| Asset One Wealth Management LLC | History | New | 2,676 | 297 | 0.03% | — | 720 | +2,676 | New | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,698 | 297 | 0.01% | 0.02% | 719 | -1,621 | -37.53% | Q1 2026 | Apr 14, 2026 |
| ABLE Financial Group, LLC | History | No change | 2,692 | 297 | 0.06% | 0.06% | 718 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealth Quarterback LLC | History | Reduced | 2,673 | 294 | 0.12% | 0.12% | 721 | -258 | -8.8% | Q1 2026 | Apr 09, 2026 |
| Signal Advisors Wealth, LLC | History | New | 2,662 | 293 | 0.02% | — | 722 | +2,662 | New | Q1 2026 | Apr 17, 2026 |
| Janney Capital Management LLC | History | No change | 2,660 | 292 | 0.02% | 0.02% | 723 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 2,624 | 289 | 0.1% | 0.13% | 724 | -575 | -17.97% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,611 | 288 | 0.01% | 0.01% | 725 | -56 | -2.1% | Q1 2026 | Apr 29, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 2,580 | 284 | 0.03% | 0.03% | 726 | -71 | -2.68% | Q1 2026 | May 04, 2026 |
| King Wealth Management Group | History | Reduced | 2,567 | 283 | 0.04% | 0.04% | 727 | -101 | -3.79% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,531 | 279 | 0.01% | 0.01% | 728 | -10 | -0.39% | Q1 2026 | May 14, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,510 | 277 | 0.12% | 0.11% | 729 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,516 | 277 | 0.02% | 0.02% | 730 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PW Nova Financial Services LLC | History | New | 2,505 | 276 | 0.07% | — | 731 | +2,505 | New | Q1 2026 | Apr 15, 2026 |
| Rockport Wealth LLC | History | New | 2,500 | 275 | 0.05% | — | 736 | +2,500 | New | Q1 2026 | May 05, 2026 |
| LexAurum Advisors, LLC | History | New | 2,498 | 275 | 0.04% | — | 735 | +2,498 | New | Q1 2026 | Apr 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 2,496 | 275 | 0.01% | 0.01% | 733 | -58 | -2.27% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Reduced | 2,496 | 275 | 0.0% | 0.0% | 732 | -43 | -1.69% | Q1 2026 | May 15, 2026 |
| Paragon Capital Management Ltd | History | No change | 2,500 | 275 | 0.06% | 0.05% | 734 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 2,478 | 273 | 0.01% | 0.01% | 737 | -217 | -8.05% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,468 | 272 | 0.01% | 0.0% | 738 | +2,197 | 810.7% | Q1 2026 | May 15, 2026 |
| Compass Planning Associates Inc | History | No change | 2,470 | 272 | 0.17% | 0.19% | 739 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,458 | 271 | 0.0% | 0.0% | 741 | +121 | 5.18% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 2,463 | 271 | 0.02% | 0.01% | 740 | +19 | 0.78% | Q1 2026 | Apr 28, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 2,447 | 270 | 0.04% | 0.04% | 742 | -11 | -0.45% | Q1 2026 | May 12, 2026 |
| AlTi Global, Inc. | History | Reduced | 2,445 | 269 | 0.01% | 0.01% | 743 | -33 | -1.33% | Q1 2026 | May 07, 2026 |
| Colony Family Offices, LLC | History | Added to | 2,421 | 267 | 0.07% | 0.06% | 744 | +188 | 8.42% | Q1 2026 | Apr 21, 2026 |
| DKM Wealth Management, Inc. | History | No change | 2,412 | 266 | 0.19% | 0.2% | 745 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 2,405 | 265 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WealthSpring Partners, LLC | History | Reduced | 2,377 | 262 | 0.24% | 0.29% | 748 | -190 | -7.4% | Q1 2026 | Apr 20, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 2,381 | 262 | 0.07% | 0.07% | 747 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| American Wealth Advisors, LLC | History | No change | 2,378 | 262 | 0.27% | 0.26% | 749 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 2,370 | 261 | 0.06% | 0.06% | 750 | -49 | -2.03% | Q1 2026 | Apr 20, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 2,358 | 260 | 0.04% | 0.11% | 752 | -1,292 | -35.4% | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | No change | 2,364 | 260 | 0.02% | 0.02% | 751 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Destination Wealth Management | History | Reduced | 2,352 | 259 | 0.01% | 0.01% | 753 | -508 | -17.76% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 2,348 | 259 | 0.01% | 0.02% | 754 | -254 | -9.76% | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,348 | 258 | 0.02% | 0.02% | 755 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,337 | 257 | 0.01% | 0.01% | 756 | -5 | -0.21% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 2,320 | 256 | 0.01% | 0.01% | 757 | -124 | -5.07% | Q1 2026 | Apr 28, 2026 |
| Genesis Financial Group, LLC | History | Added to | 2,325 | 256 | 0.16% | 0.15% | 760 | +45 | 1.97% | Q1 2026 | May 18, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 2,320 | 256 | 0.04% | 0.04% | 758 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Investment Advisory Group, LLC | History | No change | 2,321 | 256 | 0.07% | 0.07% | 759 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 2,313 | 255 | 0.2% | 0.23% | 762 | -330 | -12.49% | Q1 2026 | Apr 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 2,319 | 255 | 0.09% | 0.1% | 761 | -227 | -8.92% | Q1 2026 | Apr 23, 2026 |
| RDA Financial Network | History | Reduced | 2,308 | 254 | 0.06% | 0.06% | 764 | -5 | -0.22% | Q1 2026 | Apr 08, 2026 |
| Proficio Capital Partners LLC | History | No change | 2,310 | 254 | 0.01% | 0.02% | 763 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TSG Advice Partners, LLC | History | No change | 2,302 | 254 | 0.04% | 0.04% | 765 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 2,290 | 252 | 0.0% | 0.1% | 766 | -37,239 | -94.21% | Q1 2026 | May 15, 2026 |
| S.A. Mason LLC | History | Added to | 2,266 | 250 | 0.09% | 0.1% | 768 | +50 | 2.26% | Q1 2026 | Apr 27, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,272 | 250 | 0.03% | 0.03% | 767 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 2,270 | 250 | 0.11% | 0.1% | 769 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Management, Inc. | History | Added to | 2,261 | 249 | 0.09% | 0.08% | 770 | +264 | 13.22% | Q1 2026 | Apr 22, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 2,244 | 247 | 0.06% | 0.2% | 772 | +208 | 10.22% | Q1 2026 | May 12, 2026 |
| Rodgers Brothers Inc. | History | No change | 2,243 | 247 | 0.03% | 0.03% | 771 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 2,245 | 247 | 0.17% | 0.18% | 773 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Forum Finance Group S.A. | History | New | 2,770 | 245 | 0.13% | — | 775 | +2,770 | New | Q1 2026 | May 07, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 2,221 | 245 | 0.02% | 0.02% | 774 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Family Investment Center, Inc. | History | Added to | 2,218 | 244 | 0.05% | 0.05% | 777 | +36 | 1.65% | Q1 2026 | Apr 24, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,218 | 244 | 0.0% | 0.0% | 776 | +6 | 0.27% | Q1 2026 | Apr 20, 2026 |
| JMN Financial LLC | History | New | 2,200 | 242 | 0.24% | — | 779 | +2,200 | New | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 2,199 | 242 | 0.0% | 0.01% | 778 | -620 | -21.99% | Q1 2026 | May 11, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 2,169 | 239 | 0.04% | 0.04% | 780 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 2,164 | 238 | 0.02% | 0.02% | 781 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WJ Financial Advisors LLC | History | No change | 2,157 | 238 | 0.19% | 0.21% | 782 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 2,148 | 237 | 0.08% | 0.08% | 784 | -103 | -4.58% | Q1 2026 | May 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 2,149 | 237 | 0.01% | 0.01% | 783 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 2,146 | 236 | 0.02% | 0.02% | 785 | -47 | -2.14% | Q1 2026 | Apr 22, 2026 |
| Old Port Advisors | History | Reduced | 2,131 | 235 | 0.05% | 0.06% | 786 | -173 | -7.51% | Q1 2026 | Apr 06, 2026 |
| Rock Point Advisors, LLC | History | No change | 2,095 | 231 | 0.06% | 0.06% | 787 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 2,100 | 231 | 0.19% | 0.19% | 788 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 2,090 | 230 | 0.06% | — | 790 | +2,090 | New | Q1 2026 | May 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 2,085 | 230 | 0.01% | 0.02% | 789 | -537 | -20.48% | Q1 2026 | Apr 15, 2026 |
| Wernau Asset Management Inc. | History | Added to | 2,068 | 228 | 0.16% | 0.12% | 792 | +91 | 4.6% | Q1 2026 | Apr 22, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 2,070 | 228 | 0.06% | 0.06% | 791 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 2,060 | 227 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,049 | 226 | 0.0% | 0.0% | 794 | -3,577 | -63.58% | Q1 2026 | May 05, 2026 |
| North Forty Two & Co. | History | No change | 2,048 | 226 | 0.21% | 0.21% | 795 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 2,045 | 225 | 0.03% | — | 797 | +2,045 | New | Q1 2026 | May 18, 2026 |
| Tribridge Partners Financial LLC | History | No change | 2,035 | 225 | 0.09% | 0.09% | 796 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FAIRFIELD, BUSH & CO. | History | No change | 2,030 | 224 | 0.12% | 0.12% | 798 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 2,032 | 224 | 0.04% | 0.04% | 799 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Avalon Trust Co | History | Added to | 2,022 | 223 | 0.02% | 0.01% | 801 | +400 | 24.66% | Q1 2026 | May 06, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 2,021 | 223 | 0.04% | 0.04% | 800 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HEADINVEST, LLC | History | Reduced | 2,019 | 222 | 0.05% | 0.06% | 802 | -878 | -30.31% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 2,018 | 222 | 0.0% | 0.0% | 803 | -392 | -16.27% | Q1 2026 | Apr 15, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 2,013 | 222 | 0.18% | 0.19% | 804 | +3 | 0.15% | Q1 2026 | May 07, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 2,011 | 221 | 0.08% | 0.1% | 806 | -400 | -16.59% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,009 | 221 | 0.07% | 0.06% | 805 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 1,996 | 220 | 0.02% | 0.02% | 809 | -3 | -0.15% | Q1 2026 | Apr 24, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 2,000 | 220 | 0.07% | 0.06% | 807 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,000 | 220 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 1,971 | 217 | 0.02% | 0.02% | 810 | -265 | -11.85% | Q1 2026 | May 05, 2026 |
| Innova Wealth Partners | History | New | 1,959 | 216 | 0.1% | — | 812 | +1,959 | New | Q1 2026 | Apr 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,958 | 216 | 0.03% | 0.03% | 811 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Certified Advisory Corp | History | New | 1,943 | 214 | 0.02% | — | 813 | +1,943 | New | Q1 2026 | Apr 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 1,915 | 213 | 0.02% | 0.02% | 816 | -254 | -11.71% | Q1 2026 | May 01, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 1,936 | 213 | 0.03% | 0.03% | 814 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 1,938 | 213 | 0.08% | 0.08% | 815 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 1,924 | 212 | 0.03% | 0.04% | 817 | -2,367 | -55.16% | Q1 2026 | Apr 24, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 1,903 | 210 | 0.07% | 0.07% | 818 | -17 | -0.89% | Q1 2026 | Apr 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,896 | 209 | 0.02% | 0.02% | 819 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Texas Yale Capital Corp. | History | No change | 1,900 | 209 | 0.01% | 0.01% | 820 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Curran Financial Partners, LLC | History | Added to | 1,892 | 208 | 0.04% | 0.04% | 821 | +2 | 0.11% | Q1 2026 | Apr 15, 2026 |
| Sage Capital Management, LLC | History | New | 1,882 | 207 | 0.1% | — | 823 | +1,882 | New | Q1 2026 | Apr 15, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,878 | 207 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Finward Bancorp | History | No change | 1,856 | 204 | 0.16% | 0.16% | 824 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 1,846 | 203 | 0.07% | 0.08% | 825 | -183 | -9.02% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,846 | 203 | 0.0% | 0.0% | 826 | +14 | 0.76% | Q1 2026 | May 11, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 1,840 | 203 | 0.2% | 0.19% | 827 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Triton Financial Group Inc | History | New | 1,836 | 202 | 0.35% | — | 829 | +1,836 | New | Q1 2026 | May 15, 2026 |
| Red Tortoise LLC | History | Reduced | 1,839 | 202 | 0.08% | 0.09% | 828 | -18 | -0.97% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Management, LLC | History | Reduced | 1,828 | 201 | 0.08% | 2.92% | 830 | -47,613 | -96.3% | Q1 2026 | Apr 08, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 1,822 | 201 | 0.03% | 0.03% | 831 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAYPORT, LLC | History | New | 1,815 | 200 | 0.04% | — | 832 | +1,815 | New | Q1 2026 | Apr 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,803 | 198 | 0.04% | 0.03% | 833 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,712 | 188 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,677 | 185 | 0.02% | 0.02% | 835 | -10 | -0.59% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,649 | 181 | 0.01% | 0.01% | 836 | +33 | 2.04% | Q1 2026 | May 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,606 | 177 | 0.18% | 0.18% | 837 | -2 | -0.12% | Q1 2026 | May 14, 2026 |
| Sankala Group LLC | History | No change | 1,594 | 175 | 0.14% | 0.14% | 838 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 1,550 | 171 | 0.08% | 0.09% | 839 | -300 | -16.22% | Q1 2026 | Apr 17, 2026 |
| Copia Wealth Management | History | Added to | 1,546 | 170 | 0.12% | 0.05% | 840 | +910 | 143.08% | Q1 2026 | May 04, 2026 |
| Powell Investment Advisors, LLC | History | No change | 1,540 | 169 | 0.06% | 0.06% | 841 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,482 | 163 | 0.01% | 0.01% | 842 | -106 | -6.68% | Q1 2026 | Apr 17, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,474 | 162 | 0.05% | 0.05% | 843 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,393 | 153 | 0.01% | 0.01% | 844 | +485 | 53.41% | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,379 | 152 | 0.05% | 0.05% | 845 | +3 | 0.22% | Q1 2026 | Apr 24, 2026 |
| Vestwell Advisors, LLC | History | New | 1,339 | 147 | 0.04% | — | 846 | +1,339 | New | Q1 2026 | May 18, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,269 | 140 | 0.07% | 0.07% | 847 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 1,218 | 134 | 0.0% | 0.0% | 848 | -3,568 | -74.55% | Q1 2026 | May 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,221 | 134 | 0.01% | 0.01% | 849 | -397 | -24.54% | Q1 2026 | Apr 10, 2026 |
| Hyposwiss Advisors SA | History | No change | 1,195 | 131 | 0.13% | 0.13% | 850 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tidemark, LLC | History | Reduced | 1,127 | 124 | 0.03% | 0.04% | 852 | -18 | -1.57% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | No change | 1,131 | 124 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,091 | 120 | 0.0% | 0.01% | 853 | -1,000 | -47.82% | Q1 2026 | Apr 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,085 | 119 | 0.0% | — | 855 | +1,085 | New | Q1 2026 | Apr 29, 2026 |
| PRUDENTIAL PLC | History | New | 1,080 | 119 | 0.0% | — | 856 | +1,080 | New | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 1,086 | 119 | 0.0% | 0.0% | 854 | +29 | 2.74% | Q1 2026 | Apr 20, 2026 |
| Key FInancial Inc | History | Reduced | 1,059 | 116 | 0.02% | 0.02% | 857 | -2 | -0.19% | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 1,019 | 112 | 0.04% | 0.04% | 858 | -62 | -5.74% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | Reduced | 997 | 110 | 0.02% | 0.04% | 860 | -754 | -43.06% | Q1 2026 | May 04, 2026 |
| CITY HOLDING CO | History | No change | 1,003 | 110 | 0.01% | 0.01% | 859 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wellington Grp LLC | History | Added to | 982 | 108 | 0.03% | 0.02% | 861 | +362 | 58.39% | Q1 2026 | May 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 968 | 106 | 0.01% | 0.01% | 862 | +6 | 0.62% | Q1 2026 | Apr 14, 2026 |
| Crewe Advisors LLC | History | No change | 902 | 99 | 0.01% | 0.01% | 863 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| American Capital Advisory, LLC | History | New | 888 | 98 | 0.04% | — | 865 | +888 | New | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 894 | 98 | 0.0% | 0.0% | 864 | +416 | 87.03% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 879 | 97 | 0.01% | 0.01% | 866 | +224 | 34.2% | Q1 2026 | May 06, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 878 | 96 | 0.05% | 0.05% | 867 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 853 | 94 | 0.27% | 0.26% | 868 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Founders Capital Management | History | No change | 843 | 93 | 0.05% | 0.05% | 869 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | New | 824 | 90 | 0.0% | — | 870 | +824 | New | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 803 | 88 | 0.01% | 0.01% | 871 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 764 | 84 | 0.02% | 0.02% | 872 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 740 | 81 | 0.01% | 0.01% | 873 | -35 | -4.52% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 737 | 81 | 0.04% | 0.04% | 874 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 731 | 80 | 0.01% | 0.01% | 875 | +11 | 1.53% | Q1 2026 | May 11, 2026 |
| Bank of Jackson Hole Trust | History | No change | 717 | 79 | 0.04% | 0.04% | 876 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 694 | 76 | 0.0% | 0.0% | 877 | +250 | 56.31% | Q1 2026 | May 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 689 | 76 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Essential Partners LLC | History | Reduced | 677 | 74 | 0.02% | 0.02% | 879 | -42 | -5.84% | Q1 2026 | May 21, 2026 |
| WealthNavi Inc. | History | Reduced | 654,936 | 72 | 0.62% | 0.67% | 880 | -37,596 | -5.43% | Q1 2026 | Apr 21, 2026 |
| Breakwater Investment Management | History | No change | 654 | 72 | 0.03% | 0.03% | 881 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Front Row Advisors LLC | History | No change | 644 | 71 | 0.02% | 0.02% | 882 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 630 | 69 | 0.02% | 0.02% | 883 | +29 | 4.83% | Q1 2026 | May 08, 2026 |
| Y.D. More Investments Ltd | History | Added to | 610 | 67 | 0.0% | 0.0% | 884 | +180 | 41.86% | Q1 2026 | May 04, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 566 | 62 | 0.01% | 0.01% | 885 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ransom Advisory, Ltd | History | No change | 555 | 60 | 0.02% | 0.02% | 886 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 540 | 59 | 0.05% | 0.05% | 887 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 545 | 59 | 0.04% | 0.04% | 888 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 536 | 59 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| NBT BANK N A /NY | History | Added to | 522 | 57 | 0.0% | 0.0% | 890 | +412 | 374.55% | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | Added to | 521 | 57 | 0.02% | 0.01% | 891 | +320 | 159.2% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 524 | 57 | 0.0% | 0.0% | 892 | +147 | 38.99% | Q1 2026 | Apr 24, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 515 | 56 | 0.01% | 0.01% | 893 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clean Yield Group | History | No change | 500 | 55 | 0.02% | 0.01% | 894 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 490 | 54 | 0.01% | 0.01% | 896 | +19 | 4.03% | Q1 2026 | May 11, 2026 |
| Biltmore Family Office, LLC | History | No change | 490 | 54 | 0.01% | 0.01% | 895 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 494 | 54 | 0.03% | 0.04% | 897 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Seneschal Advisors, LLC | History | No change | 491 | 54 | 0.04% | 0.04% | 898 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Reduced | 461 | 50 | 0.01% | 0.01% | 899 | -144 | -23.8% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 443 | 48 | 0.0% | 0.0% | 900 | -55 | -11.04% | Q1 2026 | May 15, 2026 |
| SJBENEN ADVISORY, LLC | History | Added to | 15,400 | 47 | 0.04% | 0.57% | 902 | +9,800 | 175.0% | Q1 2026 | Apr 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 433 | 47 | 0.01% | 0.01% | 901 | +37 | 9.34% | Q1 2026 | Apr 22, 2026 |
| True Link Financial Advisors, LLC | History | New | 400 | 44 | 0.0% | — | 903 | +400 | New | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 396 | 43 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EASTERN BANK | History | Reduced | 354 | 39 | 0.0% | 0.0% | 906 | -68 | -16.11% | Q1 2026 | Apr 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 358 | 39 | 0.0% | 0.0% | 905 | -38 | -9.6% | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 362 | 39 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BFSG, LLC | History | No change | 361 | 39 | 0.0% | 0.0% | 908 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 353 | 38 | 0.02% | 0.01% | 909 | +205 | 138.51% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 347 | 38 | 0.03% | 0.04% | 912 | -58 | -14.32% | Q1 2026 | May 01, 2026 |
| Banque Transatlantique SA | History | No change | 350 | 38 | 0.0% | 0.0% | 910 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 350 | 38 | 0.0% | 0.0% | 911 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 343 | 37 | 0.0% | 0.0% | 913 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 336 | 37 | 0.0% | 0.0% | 914 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BALLAST ADVISORS LLC | History | No change | 331 | 37 | 0.01% | 0.01% | 915 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 334 | 36 | 0.01% | 0.0% | 916 | +201 | 151.13% | Q1 2026 | May 11, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 330 | 36 | 0.02% | 0.02% | 917 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 328 | 36 | 0.02% | 0.02% | 918 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilltop National Bank | History | No change | 330 | 36 | 0.01% | 0.01% | 919 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 320 | 35 | 0.0% | 0.0% | 920 | +44 | 15.94% | Q1 2026 | Apr 24, 2026 |
| Opal Wealth Advisors, LLC | History | New | 307 | 33 | 0.01% | — | 924 | +307 | New | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 301 | 33 | 0.02% | 0.02% | 923 | -12 | -3.83% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 306 | 33 | 0.0% | 0.0% | 921 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 308 | 33 | 0.0% | 0.0% | 922 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 287 | 31 | 0.0% | 0.0% | 925 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 262 | 28 | 0.01% | 0.01% | 926 | +5 | 1.95% | Q1 2026 | May 05, 2026 |
| Holos Integrated Wealth LLC | History | No change | 261 | 28 | 0.01% | 0.02% | 927 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 250 | 27 | 0.02% | 0.02% | 929 | +15 | 6.38% | Q1 2026 | Apr 08, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 244 | 27 | 0.02% | 0.01% | 928 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 240 | 26 | 0.0% | 0.0% | 930 | +55 | 29.73% | Q1 2026 | Apr 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 239 | 26 | 0.02% | 0.02% | 931 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 233 | 25 | 0.0% | — | 935 | +233 | New | Q1 2026 | May 12, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 235 | 25 | 0.01% | — | 933 | +226 | 2511.11% | Q1 2026 | Apr 03, 2026 |
| TD Capital Management LLC | History | No change | 231 | 25 | 0.0% | 0.0% | 932 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Boreal Capital Management LLC | History | No change | 230 | 25 | 0.02% | 0.02% | 934 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Frisco Financial Planning LLC | History | New | 210 | 23 | 0.02% | — | 936 | +210 | New | Q1 2026 | May 12, 2026 |
| Main Street Group, LTD | History | New | 207 | 22 | 0.01% | — | 940 | +207 | New | Q1 2026 | May 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 200 | 22 | 0.01% | 0.01% | 937 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Friedenthal Financial | History | No change | 204 | 22 | 0.01% | 0.01% | 938 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EPG Wealth Management LLC | History | No change | 205 | 22 | 0.01% | 0.01% | 939 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 186 | 20 | 0.01% | 0.03% | 942 | -226 | -54.85% | Q1 2026 | Apr 17, 2026 |
| Piscataqua Savings Bank | History | No change | 184 | 20 | 0.01% | 0.01% | 941 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 175 | 19 | 0.01% | — | 944 | +175 | New | Q1 2026 | Apr 28, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 181 | 19 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 164 | 18 | 0.0% | — | 946 | +164 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | No change | 168 | 18 | 0.0% | 0.0% | 945 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 147 | 16 | 0.01% | — | 951 | +147 | New | Q1 2026 | May 12, 2026 |
| Bangor Savings Bank | History | No change | 154 | 16 | 0.0% | 0.0% | 947 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 151 | 16 | 0.0% | 0.0% | 948 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ESL Trust Services, LLC | History | No change | 150 | 16 | 0.0% | 0.0% | 949 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | No change | 146 | 16 | 0.0% | 0.0% | 950 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Glassman Wealth Services | History | No change | 137 | 15 | 0.0% | 0.0% | 952 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DecisionPoint Financial, LLC | History | No change | 144 | 15 | 0.0% | 0.0% | 953 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Advocates LLC | History | No change | 143 | 15 | 0.07% | 0.0% | 954 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | No change | 140 | 15 | 0.0% | 0.0% | 955 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 128 | 14 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Bravera Wealth | History | No change | 131 | 14 | 0.01% | 0.01% | 957 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 122 | 13 | 0.1% | 0.16% | 959 | -134 | -52.34% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 124 | 13 | 0.0% | 0.0% | 958 | -11 | -8.15% | Q1 2026 | May 15, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 12,525 | 12 | 0.01% | — | 963 | +12,525 | New | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Reduced | 114 | 12 | 0.03% | 0.01% | 962 | -2,741 | -96.01% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 111 | 12 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 113 | 12 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SYM FINANCIAL Corp | History | New | 105 | 11 | 0.0% | — | 969 | +105 | New | Q1 2026 | May 08, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 100 | 11 | 0.0% | 0.0% | 966 | +17 | 20.48% | Q1 2026 | Apr 29, 2026 |
| HM PAYSON & CO | History | No change | 100 | 11 | 0.0% | 0.0% | 964 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Independence Bank of Kentucky | History | No change | 100 | 11 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MTM Investment Management, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 967 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nova Wealth Management, Inc. | History | No change | 103 | 11 | 0.01% | 0.01% | 968 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Crews Bank & Trust | History | New | 97 | 10 | 0.0% | — | 971 | +97 | New | Q1 2026 | May 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 92 | 10 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | New | 83 | 9 | 0.0% | — | 976 | +83 | New | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 89 | 9 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 85 | 9 | 0.0% | 0.0% | 973 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CNB Bank | History | No change | 90 | 9 | 0.0% | 0.0% | 974 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | No change | 84 | 9 | 0.0% | 0.0% | 975 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | New | 74 | 8 | 0.0% | — | 978 | +74 | New | Q1 2026 | Apr 10, 2026 |
| Olistico Wealth, LLC | History | No change | 75 | 8 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 66 | 7 | 0.0% | — | 983 | +66 | New | Q1 2026 | Apr 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 61 | 7 | 0.0% | — | 979 | +60 | 6000.0% | Q1 2026 | May 01, 2026 |
| Granite Investment Partners, LLC | History | Added to | 68 | 7 | 0.0% | 0.0% | 981 | +17 | 33.33% | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 65 | 7 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Costello Asset Management, INC | History | No change | 66 | 7 | 0.0% | 0.0% | 982 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vision Retirement, LLC | History | New | 59 | 6 | 0.0% | — | 986 | +59 | New | Q1 2026 | May 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 59 | 6 | 0.0% | — | 987 | +59 | New | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 60 | 6 | 0.0% | 0.0% | 984 | -44 | -42.31% | Q1 2026 | Apr 17, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 56 | 6 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 49 | 5 | 0.0% | — | 989 | +49 | New | Q1 2026 | Apr 16, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 49 | 5 | 0.0% | 0.0% | 988 | -4 | -7.55% | Q1 2026 | Apr 23, 2026 |
| Destiny Wealth Partners, LLC | History | New | 43 | 4 | 0.0% | — | 991 | +43 | New | Q1 2026 | May 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 45 | 4 | 0.0% | 0.0% | 990 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CURIO WEALTH, LLC | History | Added to | 31 | 3 | 0.0% | 0.0% | 996 | +16 | 106.67% | Q1 2026 | May 11, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 29 | 3 | 0.0% | 0.0% | 995 | -8 | -21.62% | Q1 2026 | May 14, 2026 |
| Legacy Bridge, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 28 | 3 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | New | 25 | 2 | 0.0% | — | 1001 | +25 | New | Q1 2026 | Apr 28, 2026 |
| Nemes Rush Group LLC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 999 | -11 | -33.33% | Q1 2026 | Apr 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 23 | 2 | 0.0% | 0.0% | 997 | +8 | 53.33% | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 998 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 1000 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| High Note Wealth, LLC | History | New | 17 | 1 | 0.0% | — | 1010 | +17 | New | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | New | 14 | 1 | 0.0% | — | 1011 | +14 | New | Q1 2026 | Apr 06, 2026 |
| Kiker Wealth Management, LLC | History | New | 14 | 1 | 0.0% | — | 1012 | +14 | New | Q1 2026 | May 06, 2026 |
| USA FINANCIAL FORMULAS | History | New | 12 | 1 | 0.0% | — | 1009 | +12 | New | Q1 2026 | Apr 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 1003 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| New Republic Capital, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1004 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rakuten Securities, Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 1005 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700,000 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -45,815 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -41,685 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35,843 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -30,400 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -27,677 | -100.0% | Q1 2026 | Apr 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,102 | -100.0% | Q1 2026 | May 15, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.94% | — | -23,340 | -100.0% | Q1 2026 | May 14, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -22,456 | -100.0% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -18,839 | -100.0% | Q1 2026 | May 14, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 1.86% | — | -16,899 | -100.0% | Q1 2026 | Apr 09, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 1.43% | — | -15,708 | -100.0% | Q1 2026 | May 20, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,235 | -100.0% | Q1 2026 | May 15, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.15% | — | -9,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -7,129 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Financial Architects, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -5,450 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,521 | -100.0% | Q1 2026 | May 14, 2026 |
| Prudent Man Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,197 | -100.0% | Q1 2026 | May 08, 2026 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,821 | -100.0% | Q1 2026 | May 13, 2026 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,308 | -100.0% | Q1 2026 | May 06, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,144 | -100.0% | Q1 2026 | May 14, 2026 |
| Horizon Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -3,025 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,945 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Legacy Financial Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,739 | -100.0% | Q1 2026 | May 04, 2026 |
| 4Thought Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -2,575 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -2,573 | -100.0% | Q1 2026 | Apr 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,491 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Stone Summit Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,456 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,409 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,340 | -100.0% | Q1 2026 | May 01, 2026 |
| Forefront Analytics, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,228 | -100.0% | Q1 2026 | May 13, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,115 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,036 | -100.0% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,035 | -100.0% | Q1 2026 | May 08, 2026 |
| Windsor Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,034 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,028 | -100.0% | Q1 2026 | May 06, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,028 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,026 | -100.0% | Q1 2026 | Apr 14, 2026 |
| High Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,000 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,963 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Fortress Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -1,944 | -100.0% | Q1 2026 | May 04, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,942 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,867 | -100.0% | Q1 2026 | Apr 07, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,850 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.01% | — | -748 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -468 | -100.0% | Q1 2026 | Apr 22, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -467 | -100.0% | Q1 2026 | May 04, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -352 | -100.0% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -326 | -100.0% | Q1 2026 | May 01, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -263 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -259 | -100.0% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -241 | -100.0% | Q1 2026 | May 15, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -241 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | Apr 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 01, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 07, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Birchwood Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 05, 2026 |
| one8zero8, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 30, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Vanguard National Trust Co | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 08, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 08, 2026 |
| Bernard Wealth Management Corp. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 14, 2026 |
| PayPay Securities Corp | History | Reduced | 8 | 0 | — | 0.03% | — | -3 | -27.27% | Q1 2026 | Apr 23, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 08, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 05, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Avion Wealth | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |