iSHARES TRUST - TLH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,940,870 | 2,310,604 | 0.62% | 0.71% | 1 | -640,985 | -2.72% | Q1 2026 | May 04, 2026 |
| Forum Financial Management, LP | History | Added to | 8,935,374 | 899,970 | 12.73% | 11.24% | 2 | +435,140 | 5.12% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Reduced | 8,209,020 | 826,812 | 0.22% | 0.26% | 3 | -1,035,977 | -11.21% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,083,555 | 814,175 | 0.06% | 0.06% | 4 | +549,821 | 7.3% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 4,606,221 | 463,938 | 0.01% | 0.01% | 5 | +800,845 | 21.05% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,093,149 | 411,893 | 0.03% | 0.03% | 6 | +128,898 | 3.25% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 3,771,694 | 379,885 | 0.02% | 0.02% | 7 | -246,728 | -6.14% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,008,428 | 303,008 | 1.68% | 0.81% | 8 | +734,336 | 32.29% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,394,057 | 243,271 | 0.06% | 0.07% | 9 | -809,791 | -25.28% | Q1 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | Added to | 2,270,608 | 228,695 | 0.47% | 0.44% | 10 | +127,673 | 5.96% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,106,252 | 212,141 | 0.23% | 0.28% | 11 | -373,574 | -15.06% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,834,991 | 184,820 | 1.61% | 1.23% | 12 | +606,584 | 49.38% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,724,258 | 173,667 | 0.03% | 0.03% | 13 | +30,747 | 1.82% | Q1 2026 | Jul 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,718,413 | 173,079 | 1.35% | 1.57% | 14 | -109,062 | -5.97% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Reduced | 1,558,713 | 156,993 | 0.41% | 0.44% | 15 | -32,774 | -2.06% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,491,747 | 150,249 | 0.37% | 0.32% | 16 | +131,350 | 9.66% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,467,293 | 147,785 | 0.14% | 0.15% | 17 | -124,130 | -7.8% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,364,327 | 137,415 | 0.38% | 0.46% | 18 | -486,125 | -26.27% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,321,393 | 133,090 | 2.06% | 2.19% | 19 | +16,492 | 1.26% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,296,794 | 130,613 | 0.02% | 0.02% | 20 | +106,495 | 8.95% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,085,184 | 109,299 | 0.15% | 0.14% | 21 | +59,597 | 5.81% | Q1 2026 | Apr 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 942,313 | 94,909 | 2.0% | 0.02% | 22 | +934,764 | 12382.62% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 924,211 | 93,086 | 0.34% | 0.36% | 23 | -52,991 | -5.42% | Q1 2026 | Jun 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 903,192 | 90,969 | 0.03% | 0.03% | 24 | +62,620 | 7.45% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Added to | 862,821 | 86,903 | 2.26% | 2.11% | 25 | +69,095 | 8.71% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 767,255 | 77,278 | 0.01% | 0.01% | 26 | -69,268 | -8.28% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 681,690 | 68,659 | 0.37% | 0.39% | 27 | -16,699 | -2.39% | Q1 2026 | May 05, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 667,619 | 67,242 | 1.77% | 1.74% | 28 | +24,337 | 3.78% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Added to | 636,564 | 64,114 | 0.01% | 0.01% | 29 | +41,808 | 7.03% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 574,363 | 57,825 | 0.36% | 0.36% | 30 | -7,970 | -1.37% | Q1 2026 | May 15, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 555,322 | 55,932 | 3.36% | 4.03% | 31 | -161,783 | -22.56% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 522,773 | 52,653 | 0.96% | 0.75% | 32 | +116,612 | 28.71% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 521,187 | 52,493 | 0.03% | 0.04% | 33 | -173,454 | -24.97% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 506,333 | 50,997 | 0.51% | 0.69% | 34 | -106,232 | -17.34% | Q1 2026 | May 12, 2026 |
| JB Capital LLC | History | Added to | 497,532 | 50,111 | 2.02% | 1.99% | 35 | +18,882 | 3.94% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 491,441 | 49,497 | 0.06% | 0.09% | 36 | -242,096 | -33.0% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 478,358 | 48,180 | 0.69% | 0.23% | 37 | +342,013 | 250.84% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 451,692 | 45,494 | 0.56% | 0.69% | 38 | -66,715 | -12.87% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 403,265 | 40,616 | 0.23% | 0.22% | 39 | +25,372 | 6.71% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 369,574 | 37,279 | 0.05% | 0.05% | 40 | +37,243 | 11.21% | Q1 2026 | May 15, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Reduced | 340,651 | 34,310 | 10.71% | 25.33% | 41 | -409,354 | -54.58% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 313,418 | 31,567 | 0.04% | 0.05% | 42 | -70,399 | -18.34% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 296,737 | 29,880 | 0.06% | 0.06% | 43 | -9,545 | -3.12% | Q1 2026 | May 01, 2026 |
| RS CRUM INC. | History | Reduced | 290,136 | 29,222 | 5.65% | 6.4% | 44 | -24,770 | -7.87% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 285,588 | 28,764 | 0.15% | 0.17% | 45 | -22,449 | -7.29% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 285,278 | 28,727 | 0.06% | 0.03% | 46 | +93,068 | 48.42% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 278,322 | 28,033 | 0.07% | 0.07% | 47 | +12,546 | 4.72% | Q1 2026 | Apr 30, 2026 |
| Watchman Group, Inc. | History | Added to | 271,037 | 27,298 | 6.61% | 6.28% | 48 | +12,134 | 4.69% | Q1 2026 | Apr 20, 2026 |
| Estate Counselors, LLC | History | Added to | 265,219 | 26,712 | 2.38% | 1.0% | 49 | +147,654 | 125.59% | Q1 2026 | May 15, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 258,432 | 26,029 | 0.86% | 0.77% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 229,825 | 23,037 | 0.39% | 0.39% | 51 | +18,980 | 9.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 218,841 | 22,041 | 0.51% | 0.59% | 52 | -21,884 | -9.09% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 208,377 | 20,987 | 0.0% | 0.0% | 53 | +62,977 | 43.31% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 205,868 | 20,735 | 0.32% | 0.37% | 54 | -36,638 | -15.11% | Q1 2026 | Apr 01, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 202,570 | 20,402 | 0.54% | 0.86% | 55 | -58,367 | -22.37% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 202,864 | 20,241 | 1.31% | 1.71% | 56 | -49,052 | -19.47% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 200,496 | 20,193 | 0.15% | 0.1% | 57 | +68,308 | 51.67% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 198,794 | 20,022 | 0.46% | 0.48% | 58 | +2,899 | 1.48% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 186,094 | 18,743 | 0.21% | 0.24% | 59 | -20,680 | -10.0% | Q1 2026 | May 05, 2026 |
| Stone House Investment Management, LLC | History | Added to | 181,522 | 18,282 | 3.28% | 2.75% | 60 | +7,506 | 4.31% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 176,965 | 17,823 | 0.03% | 0.03% | 61 | +13,058 | 7.97% | Q1 2026 | May 14, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 175,727 | 17,699 | 0.86% | 0.8% | 62 | +5,018 | 2.94% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 175,570 | 17,685 | 0.02% | 0.02% | 63 | -40,818 | -18.86% | Q1 2026 | May 05, 2026 |
| High Falls Advisors, Inc | History | No change | 172,268 | 17,514 | 3.55% | 3.55% | 64 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Summit Asset Management, LLC | History | Added to | 173,713 | 17,496 | 2.43% | 2.32% | 65 | +12,260 | 7.59% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 170,532 | 17,176 | 0.35% | 0.34% | 66 | +6,555 | 4.0% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 163,337 | 16,451 | 2.6% | 3.5% | 67 | -45,533 | -21.8% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 165,251 | 16,437 | 0.01% | 0.01% | 68 | +7,650 | 4.85% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 161,026 | 16,218 | 2.27% | 2.21% | 69 | +3,847 | 2.45% | Q1 2026 | Apr 13, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 160,719 | 16,187 | 0.49% | 0.5% | 70 | +8,977 | 5.92% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 148,453 | 14,952 | 1.19% | 1.07% | 71 | +37,444 | 33.73% | Q1 2026 | Apr 16, 2026 |
| Keel Point, LLC | History | Added to | 142,427 | 14,345 | 0.95% | 0.87% | 72 | +50 | 0.04% | Q1 2026 | May 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 142,351 | 14,337 | 0.54% | 0.49% | 73 | +10,365 | 7.85% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 141,525 | 14,254 | 0.76% | 0.76% | 74 | +12,540 | 9.72% | Q1 2026 | May 13, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 141,128 | 14,214 | 1.91% | 1.89% | 75 | -5,453 | -3.72% | Q1 2026 | Apr 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 131,421 | 13,236 | 0.76% | 0.16% | 76 | +103,450 | 369.85% | Q1 2026 | Apr 20, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 128,344 | 12,926 | 1.6% | 2.92% | 77 | -103,304 | -44.6% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 127,460 | 12,837 | 0.11% | 0.12% | 78 | -39,507 | -23.66% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 124,991 | 12,707 | 0.08% | 0.11% | 79 | -39,021 | -23.79% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | New | 126,045 | 12,695 | 1.31% | — | 80 | +126,045 | New | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 124,852 | 12,575 | 0.33% | 0.41% | 81 | -15,400 | -10.98% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 123,564 | 12,457 | 0.06% | 0.05% | 82 | +23,001 | 22.87% | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | Reduced | 122,456 | 12,307 | 2.97% | 3.23% | 83 | -4,488 | -3.54% | Q1 2026 | Apr 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 119,499 | 12,035 | 1.64% | 1.35% | 84 | +24,911 | 26.34% | Q1 2026 | Apr 14, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 118,662 | 11,951 | 0.28% | 0.22% | 85 | +19,771 | 19.99% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 114,241 | 11,506 | 0.66% | 0.63% | 86 | +11,275 | 10.95% | Q1 2026 | Apr 09, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 112,088 | 11,289 | 0.19% | 0.23% | 87 | -15,350 | -12.05% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 106,967 | 10,773 | 0.12% | 0.07% | 88 | +43,444 | 68.39% | Q1 2026 | Apr 20, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 105,266 | 10,602 | 0.29% | 0.26% | 89 | +14,184 | 15.57% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 104,261 | 10,501 | 0.41% | 0.35% | 90 | +73,531 | 239.28% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 97,318 | 9,801 | 0.08% | 0.09% | 91 | +23,504 | 31.84% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Added to | 95,109 | 9,579 | 1.47% | 1.48% | 92 | +2,412 | 2.6% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 94,526 | 9,475 | 0.09% | 0.12% | 93 | -17,573 | -15.68% | Q1 2026 | Apr 07, 2026 |
| Vise Technologies, Inc. | History | No change | 91,798 | 9,333 | 0.18% | 0.18% | 94 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 91,178 | 9,270 | 0.16% | 0.16% | 95 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 90,264 | 9,091 | 0.91% | 0.44% | 96 | +47,086 | 109.05% | Q1 2026 | May 11, 2026 |
| Keystone Financial Services | History | Added to | 89,845 | 9,049 | 2.66% | 2.65% | 97 | +3,521 | 4.08% | Q1 2026 | May 06, 2026 |
| PAX Financial Group, LLC | History | Added to | 89,763 | 9,040 | 1.54% | 1.51% | 98 | +3,693 | 4.29% | Q1 2026 | Apr 27, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 89,795 | 9,013 | 6.99% | — | 99 | +89,795 | New | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | Added to | 88,657 | 8,929 | 1.85% | 1.78% | 100 | +2,000 | 2.31% | Q1 2026 | May 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 87,815 | 8,845 | 1.11% | 1.0% | 101 | +11,260 | 14.71% | Q1 2026 | May 12, 2026 |
| Stokes Family Office, LLC | History | Reduced | 87,416 | 8,804 | 0.91% | 0.92% | 102 | -11,985 | -12.06% | Q1 2026 | May 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 86,496 | 8,711 | 0.08% | 0.08% | 103 | -2,598 | -2.92% | Q1 2026 | May 14, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 84,744 | 8,535 | 3.45% | 3.27% | 104 | +3,089 | 3.78% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 84,547 | 8,515 | 0.18% | 0.09% | 106 | +44,118 | 109.12% | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Reduced | 84,545 | 8,515 | 0.01% | 0.01% | 105 | -1,295 | -1.51% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 84,111 | 8,471 | 0.1% | 0.09% | 107 | +4,334 | 5.43% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 83,648 | 8,425 | 0.49% | 0.51% | 108 | -779 | -0.92% | Q1 2026 | Apr 29, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 83,496 | 8,409 | 0.01% | 0.0% | 109 | +24,547 | 41.64% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 84,250 | 8,406 | 0.15% | 0.36% | 110 | +7,965 | 10.44% | Q1 2026 | May 01, 2026 |
| Invst, LLC | History | Reduced | 83,403 | 8,400 | 0.95% | 0.96% | 111 | -3,613 | -4.15% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 82,747 | 8,334 | 0.48% | 0.58% | 112 | -12,433 | -13.06% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 81,891 | 8,248 | 0.04% | 0.04% | 113 | -1,225 | -1.47% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | Reduced | 80,235 | 8,081 | 0.09% | 0.09% | 114 | -1,116 | -1.37% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Reduced | 79,724 | 8,029 | 0.13% | 0.14% | 115 | -6,977 | -8.05% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 78,475 | 7,903 | 0.78% | 0.88% | 116 | -10,398 | -11.7% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 76,420 | 7,697 | 0.77% | 0.59% | 117 | +18,011 | 30.84% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 75,805 | 7,635 | 0.03% | 0.03% | 118 | +4,779 | 6.73% | Q1 2026 | May 13, 2026 |
| Legacy Financial Group LLC | History | Added to | 75,755 | 7,630 | 0.96% | 0.9% | 119 | +3,540 | 4.9% | Q1 2026 | May 04, 2026 |
| Royal Fund Management, LLC | History | Added to | 75,498 | 7,603 | 0.72% | 0.16% | 120 | +58,359 | 340.5% | Q1 2026 | May 19, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 73,915 | 7,444 | 6.08% | 4.92% | 121 | +17,952 | 32.08% | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 72,146 | 7,266 | 1.88% | 1.92% | 122 | -207 | -0.29% | Q1 2026 | Apr 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 70,782 | 7,129 | 0.39% | 0.37% | 123 | +5,376 | 8.22% | Q1 2026 | May 06, 2026 |
| Systelligence, LLC | History | Added to | 70,221 | 7,072 | 1.37% | 1.19% | 124 | +8,481 | 13.74% | Q1 2026 | Apr 21, 2026 |
| ABLE Financial Group, LLC | History | Added to | 68,466 | 6,895 | 1.35% | 1.16% | 125 | +12,314 | 21.93% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 68,172 | 6,866 | 1.69% | 2.85% | 126 | +37,551 | 122.63% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 68,072 | 6,856 | 0.0% | 0.0% | 127 | +62,130 | 1045.61% | Q1 2026 | May 12, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 68,062 | 6,855 | 3.08% | 2.93% | 128 | +3,827 | 5.96% | Q1 2026 | Apr 28, 2026 |
| DRW Securities, LLC | History | Added to | 66,748 | 6,722 | 0.09% | 0.18% | 129 | +1,655 | 2.54% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 66,296 | 6,677 | 0.11% | 0.1% | 130 | +4,608 | 7.47% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 65,290 | 6,576 | 0.1% | 0.1% | 131 | -450 | -0.68% | Q1 2026 | May 13, 2026 |
| EWA, LLC | History | Added to | 65,098 | 6,556 | 1.49% | 1.15% | 132 | +18,692 | 40.28% | Q1 2026 | Apr 23, 2026 |
| Elevated Financial Group LLC | History | Added to | 64,902 | 6,536 | 2.12% | 2.03% | 133 | +7,149 | 12.38% | Q1 2026 | May 11, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 63,731 | 6,418 | 1.67% | 1.67% | 134 | -2,959 | -4.44% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 62,404 | 6,297 | 0.01% | 0.01% | 135 | -2,528 | -3.89% | Q1 2026 | May 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 61,488 | 6,193 | 1.56% | 1.56% | 136 | +1,187 | 1.97% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 61,245 | 6,169 | 0.2% | — | 138 | +61,245 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,256 | 6,169 | 0.01% | 0.01% | 137 | +376 | 0.62% | Q1 2026 | May 14, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 59,907 | 6,033 | 1.86% | 2.3% | 139 | -14,982 | -20.01% | Q1 2026 | Apr 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 59,578 | 6,000 | 0.17% | 0.16% | 140 | +1,826 | 3.16% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 58,942 | 5,936 | 0.06% | 0.09% | 141 | -32,957 | -35.86% | Q1 2026 | May 08, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 58,607 | 5,902 | 0.17% | 0.19% | 142 | -4,878 | -7.68% | Q1 2026 | Apr 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 58,025 | 5,844 | 0.24% | — | 143 | +58,025 | New | Q1 2026 | May 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 57,466 | 5,787 | 4.45% | 4.8% | 144 | -2,448 | -4.09% | Q1 2026 | Apr 28, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 55,502 | 5,590 | 2.28% | 2.33% | 145 | -763 | -1.36% | Q1 2026 | May 06, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 55,238 | 5,563 | 0.41% | 0.4% | 146 | +1,889 | 3.54% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 54,684 | 5,507 | 0.01% | 0.02% | 147 | -47,755 | -46.62% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 54,137 | 5,452 | 0.04% | 0.04% | 148 | +9,101 | 20.21% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 53,867 | 5,425 | 0.13% | 0.13% | 149 | -4,478 | -7.68% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 52,784 | 5,316 | 0.06% | 0.08% | 150 | -16,109 | -23.38% | Q1 2026 | Apr 28, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 51,771 | 5,214 | 0.68% | 0.79% | 151 | -8,638 | -14.3% | Q1 2026 | Apr 23, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 51,604 | 5,197 | 2.13% | 2.15% | 152 | +1,064 | 2.11% | Q1 2026 | Apr 27, 2026 |
| True Vision MN LLC | History | Reduced | 51,080 | 5,144 | 2.65% | 2.94% | 153 | -5,911 | -10.37% | Q1 2026 | Apr 16, 2026 |
| Professional Financial Management, Inc. | History | Added to | 49,593 | 4,995 | 5.2% | 5.37% | 154 | +3,003 | 6.45% | Q1 2026 | May 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 49,534 | 4,989 | 1.43% | 1.25% | 155 | +6,558 | 15.26% | Q1 2026 | May 14, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 49,499 | 4,985 | 1.8% | 1.83% | 156 | +549 | 1.12% | Q1 2026 | May 06, 2026 |
| 5T Wealth, LLC | History | Added to | 49,368 | 4,972 | 1.96% | 1.87% | 157 | +3,273 | 7.1% | Q1 2026 | Apr 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 48,986 | 4,890 | 0.38% | 0.44% | 158 | -1,404 | -2.79% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 47,148 | 4,748 | 0.0% | 0.0% | 159 | +43,810 | 1312.46% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,200 | 4,653 | 0.0% | 0.0% | 160 | +21,700 | 88.57% | Q1 2026 | May 15, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 45,957 | 4,628 | 1.86% | 1.87% | 161 | +3,260 | 7.64% | Q1 2026 | Apr 30, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 45,370 | 4,569 | 2.6% | — | 162 | +45,370 | New | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 43,344 | 4,365 | 0.08% | 0.08% | 163 | -694 | -1.58% | Q1 2026 | Apr 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 42,248 | 4,252 | 0.53% | — | 164 | +42,248 | New | Q1 2026 | May 18, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 41,813 | 4,211 | 1.06% | 0.98% | 165 | +8,775 | 26.56% | Q1 2026 | May 08, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 40,642 | 4,093 | 0.57% | 0.39% | 166 | +13,341 | 48.87% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 40,545 | 4,083 | 0.01% | 0.01% | 167 | +1,261 | 3.21% | Q1 2026 | May 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 40,383 | 4,067 | 1.27% | 1.82% | 168 | -19,384 | -32.43% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 40,290 | 4,058 | 0.05% | 0.06% | 169 | -542 | -1.33% | Q1 2026 | May 15, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 39,798 | 4,008 | 0.89% | 0.77% | 170 | +6,304 | 18.82% | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 39,335 | 3,961 | 0.09% | 0.2% | 171 | -1,634 | -3.99% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 39,202 | 3,948 | 0.22% | 0.25% | 172 | -2,757 | -6.57% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 39,094 | 3,937 | 0.05% | 0.04% | 173 | +3,523 | 9.9% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 38,631 | 3,887 | 0.14% | 0.16% | 174 | -1,974 | -4.86% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 38,110 | 3,874 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 38,424 | 3,823 | 0.51% | 0.59% | 176 | +1,523 | 4.13% | Q1 2026 | May 06, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 37,870 | 3,814 | 0.69% | 0.76% | 177 | -1,399 | -3.56% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 37,816 | 3,808 | 0.01% | 0.03% | 178 | -27,619 | -42.21% | Q1 2026 | Apr 30, 2026 |
| Claro Advisors Inc. | History | Added to | 37,784 | 3,805 | 0.46% | 0.45% | 179 | +5,144 | 15.76% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Added to | 36,980 | 3,724 | 0.17% | 0.17% | 180 | +729 | 2.01% | Q1 2026 | Apr 30, 2026 |
| Bedminster, LLC | History | Reduced | 36,537 | 3,680 | 3.42% | 4.32% | 181 | -9,712 | -21.0% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,300 | 3,656 | 0.0% | 0.0% | 182 | -57,441 | -61.28% | Q1 2026 | May 12, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 36,277 | 3,653 | 2.66% | 2.61% | 183 | +797 | 2.25% | Q1 2026 | Apr 21, 2026 |
| Modus Advisors, LLC | History | Added to | 35,657 | 3,591 | 0.99% | 0.88% | 184 | +3,011 | 9.22% | Q1 2026 | May 04, 2026 |
| Storen Legacy Partners, LLC | History | New | 35,394 | 3,564 | 1.12% | — | 185 | +35,394 | New | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 35,303 | 3,555 | 0.4% | 0.57% | 186 | -15,397 | -30.37% | Q1 2026 | May 01, 2026 |
| SWMG, LLC | History | Added to | 35,208 | 3,546 | 1.01% | 0.91% | 187 | +3,211 | 10.04% | Q1 2026 | Apr 24, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 34,655 | 3,490 | 1.44% | 1.34% | 188 | +2,601 | 8.11% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 34,299 | 3,454 | 0.06% | 0.05% | 189 | +3,344 | 10.8% | Q1 2026 | Apr 22, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 33,948 | 3,393 | 1.73% | 1.78% | 190 | +33 | 0.1% | Q1 2026 | May 05, 2026 |
| Keebeck Wealth Management | History | Reduced | 33,568 | 3,380 | 0.38% | 0.43% | 191 | -2,877 | -7.89% | Q1 2026 | May 14, 2026 |
| Lansing Street Advisors | History | Added to | 33,539 | 3,378 | 0.85% | 0.53% | 192 | +13,033 | 63.56% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 33,491 | 3,373 | 0.08% | 0.08% | 193 | +1,876 | 5.93% | Q1 2026 | May 04, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 33,181 | 3,341 | 0.42% | 0.89% | 194 | -38,686 | -53.83% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 32,795 | 3,303 | 0.47% | 0.45% | 195 | +577 | 1.79% | Q1 2026 | Apr 15, 2026 |
| Centurion Wealth Management LLC | History | Added to | 32,632 | 3,286 | 0.74% | 0.69% | 196 | +1,616 | 5.21% | Q1 2026 | Apr 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 32,493 | 3,272 | 0.0% | 0.0% | 197 | -193,082 | -85.6% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 41,442 | 3,240 | 0.0% | 0.0% | 198 | +31,351 | 310.68% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,095 | 3,232 | 0.01% | 0.0% | 199 | +31,933 | 19711.73% | Q1 2026 | May 01, 2026 |
| Krilogy Financial LLC | History | Reduced | 31,857 | 3,202 | 0.1% | 0.11% | 200 | -596 | -1.84% | Q1 2026 | Apr 17, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 31,305 | 3,153 | 0.95% | 0.84% | 201 | +3,777 | 13.72% | Q1 2026 | Apr 20, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 30,459 | 3,067 | 1.1% | 0.65% | 202 | +12,680 | 71.32% | Q1 2026 | Apr 14, 2026 |
| Kilter Group LLC | History | Added to | 30,236 | 3,045 | 1.31% | 1.26% | 203 | +2,224 | 7.94% | Q1 2026 | May 14, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 30,094 | 3,031 | 1.55% | 1.69% | 204 | -3,069 | -9.25% | Q1 2026 | Apr 17, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 29,503 | 2,965 | 1.3% | 2.18% | 205 | -20,812 | -41.36% | Q1 2026 | May 04, 2026 |
| WBH ADVISORY INC | History | Added to | 28,954 | 2,902 | 0.22% | 0.21% | 206 | +1,678 | 6.15% | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | Added to | 28,443 | 2,864 | 0.26% | 0.23% | 207 | +4,900 | 20.81% | Q1 2026 | May 06, 2026 |
| Richmond Investment Services, LLC | History | Added to | 28,006 | 2,820 | 0.46% | 0.27% | 208 | +12,477 | 80.35% | Q1 2026 | Apr 29, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 27,216 | 2,741 | 0.2% | 0.19% | 209 | +2,150 | 8.58% | Q1 2026 | Apr 16, 2026 |
| Clarus Wealth Advisors | History | Added to | 26,660 | 2,681 | 1.14% | 1.11% | 210 | +347 | 1.32% | Q1 2026 | Apr 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 26,595 | 2,678 | 0.14% | 0.1% | 211 | +8,451 | 46.58% | Q1 2026 | Apr 13, 2026 |
| Saxony Capital Management, LLC | History | Added to | 26,200 | 2,638 | 1.53% | 1.5% | 212 | +2,166 | 9.01% | Q1 2026 | Apr 24, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 25,800 | 2,598 | 0.22% | 0.22% | 213 | +331 | 1.3% | Q1 2026 | Apr 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 25,791 | 2,597 | 0.03% | 0.07% | 214 | -22,280 | -46.35% | Q1 2026 | May 15, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 25,501 | 2,568 | 0.8% | 0.78% | 215 | +653 | 2.63% | Q1 2026 | Apr 29, 2026 |
| Mosley Wealth Management | History | Added to | 24,395 | 2,512 | 1.14% | 1.14% | 217 | +134 | 0.55% | Q1 2026 | Apr 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 24,948 | 2,512 | 0.16% | 0.16% | 216 | -73 | -0.29% | Q1 2026 | May 14, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 24,659 | 2,483 | 2.06% | 2.02% | 218 | +725 | 3.03% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 24,535 | 2,471 | 0.03% | — | 219 | +24,535 | New | Q1 2026 | May 12, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 24,274 | 2,441 | 0.33% | 0.36% | 220 | +934 | 4.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Reduced | 24,175 | 2,434 | 0.07% | 0.15% | 221 | -27,720 | -53.42% | Q1 2026 | May 13, 2026 |
| Robbins Farley | History | Added to | 24,026 | 2,419 | 1.07% | 0.94% | 222 | +3,741 | 18.44% | Q1 2026 | Apr 17, 2026 |
| EQ LLC | History | Added to | 23,974 | 2,414 | 0.68% | 0.59% | 223 | +3,774 | 18.68% | Q1 2026 | May 06, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 23,800 | 2,397 | 0.12% | 0.1% | 224 | +4,675 | 24.44% | Q1 2026 | May 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 23,652 | 2,382 | 2.37% | 2.26% | 225 | +1,388 | 6.23% | Q1 2026 | Apr 14, 2026 |
| May Hill Capital, LLC | History | Reduced | 23,648 | 2,381 | 0.6% | 0.67% | 226 | -885 | -3.61% | Q1 2026 | May 06, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 23,397 | 2,356 | 1.03% | 1.14% | 227 | -1,205 | -4.9% | Q1 2026 | Apr 27, 2026 |
| Veridan Wealth LLC | History | Added to | 23,345 | 2,351 | 0.87% | 0.8% | 228 | +41 | 0.18% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 23,110 | 2,327 | 0.1% | 0.06% | 229 | +8,747 | 60.9% | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 22,788 | 2,295 | 0.08% | 0.03% | 230 | +15,687 | 220.91% | Q1 2026 | Apr 14, 2026 |
| Center For Asset Management LLC | History | Added to | 22,727 | 2,288 | 1.14% | 1.19% | 231 | +300 | 1.34% | Q1 2026 | Apr 16, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 22,707 | 2,287 | 1.07% | 1.41% | 232 | -6,307 | -21.74% | Q1 2026 | Apr 24, 2026 |
| Echo45 Advisors LLC | History | Added to | 22,351 | 2,251 | 1.27% | 1.25% | 233 | +837 | 3.89% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 22,023 | 2,217 | 0.69% | 0.68% | 234 | +952 | 4.52% | Q1 2026 | May 14, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 21,537 | 2,169 | 1.36% | 1.31% | 235 | +621 | 2.97% | Q1 2026 | Apr 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 21,078 | 2,123 | 0.05% | 0.04% | 236 | +1,534 | 7.85% | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 20,995 | 2,114 | 0.48% | 0.47% | 237 | +1,051 | 5.27% | Q1 2026 | Apr 02, 2026 |
| J.M. Arbour, LLC | History | Added to | 20,848 | 2,099 | 2.01% | 2.02% | 238 | +929 | 4.66% | Q1 2026 | Apr 21, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 20,745 | 2,089 | 0.67% | 0.71% | 239 | -1,572 | -7.04% | Q1 2026 | Apr 23, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 20,085 | 2,023 | 0.47% | 0.54% | 240 | -1,504 | -6.97% | Q1 2026 | Apr 24, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 20,080 | 2,022 | 0.68% | 0.5% | 241 | +5,200 | 34.95% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 19,959 | 2,010 | 0.05% | 0.05% | 242 | +1,129 | 6.0% | Q1 2026 | May 14, 2026 |
| Able Wealth Management LLC | History | Added to | 19,931 | 2,007 | 0.54% | 0.19% | 243 | +14,104 | 242.05% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | New | 19,795 | 1,993 | 0.22% | — | 244 | +19,795 | New | Q1 2026 | May 07, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 19,634 | 1,977 | 0.74% | 0.75% | 245 | +341 | 1.77% | Q1 2026 | Apr 20, 2026 |
| Composition Wealth, LLC | History | Reduced | 19,555 | 1,969 | 0.03% | 0.09% | 246 | -43,057 | -68.77% | Q1 2026 | Apr 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 19,454 | 1,957 | 0.12% | 0.1% | 247 | -1,663 | -7.88% | Q1 2026 | Apr 24, 2026 |
| Veltria Advisors Corp. | History | Added to | 19,603 | 1,950 | 6.47% | 5.67% | 248 | +6,936 | 54.76% | Q1 2026 | May 14, 2026 |
| Values First Advisors, Inc. | History | Added to | 19,346 | 1,948 | 1.02% | 0.98% | 249 | +681 | 3.65% | Q1 2026 | Apr 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 19,316 | 1,945 | 0.0% | 0.0% | 250 | +11,983 | 163.41% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 19,236 | 1,937 | 0.05% | 0.06% | 251 | -6,981 | -26.63% | Q1 2026 | May 11, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 18,856 | 1,899 | 0.04% | 0.01% | 252 | +13,164 | 231.27% | Q1 2026 | May 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 18,267 | 1,839 | 0.72% | 0.91% | 253 | -3,732 | -16.96% | Q1 2026 | May 14, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 18,178 | 1,830 | 0.86% | 1.13% | 254 | -4,631 | -20.3% | Q1 2026 | Apr 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 18,165 | 1,829 | 0.08% | 0.07% | 255 | +1,618 | 9.78% | Q1 2026 | May 12, 2026 |
| Carr Financial Group Corp | History | Reduced | 17,990 | 1,811 | 0.48% | 0.5% | 256 | -685 | -3.67% | Q1 2026 | May 12, 2026 |
| Contango Wealth Management LLC | History | New | 17,772 | 1,789 | 2.09% | — | 257 | +17,772 | New | Q1 2026 | Jun 09, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 17,547 | 1,767 | 0.63% | 0.64% | 258 | -70 | -0.4% | Q1 2026 | May 13, 2026 |
| JT Stratford LLC | History | Added to | 17,465 | 1,759 | 0.22% | 0.22% | 259 | +617 | 3.66% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 17,463 | 1,758 | 0.09% | 0.04% | 260 | +8,381 | 92.28% | Q1 2026 | Apr 28, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 17,452 | 1,757 | 0.87% | 0.98% | 261 | -1,344 | -7.15% | Q1 2026 | Apr 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 17,158 | 1,728 | 0.02% | 0.02% | 262 | +1,852 | 12.1% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 17,149 | 1,727 | 0.04% | 0.09% | 263 | -19,268 | -52.91% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 17,037 | 1,715 | 0.23% | 0.22% | 264 | +2,279 | 15.44% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 16,986 | 1,710 | 0.05% | 0.05% | 265 | -294 | -1.7% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 16,577 | 1,669 | 0.09% | 0.1% | 266 | -845 | -4.85% | Q1 2026 | Apr 20, 2026 |
| Fermata Advisors, LLC | History | Added to | 16,540 | 1,665 | 0.37% | 0.39% | 267 | +556 | 3.48% | Q1 2026 | Apr 08, 2026 |
| Traveka Wealth, LLC | History | Added to | 16,506 | 1,662 | 0.63% | 0.37% | 268 | +7,456 | 82.39% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16,120 | 1,623 | 0.06% | 0.05% | 269 | +1,990 | 14.08% | Q1 2026 | Apr 07, 2026 |
| PFG Investments, LLC | History | Reduced | 16,116 | 1,623 | 0.08% | 0.08% | 270 | -492 | -2.96% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,092 | 1,620 | 0.12% | 0.12% | 271 | +857 | 5.63% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Management, Inc. | History | Added to | 16,080 | 1,619 | 0.56% | 0.51% | 272 | +1,664 | 11.54% | Q1 2026 | Apr 22, 2026 |
| SEEDS INVESTOR LLC | History | New | 15,639 | 1,585 | 0.22% | — | 273 | +15,639 | New | Q1 2026 | May 11, 2026 |
| Atlatl Advisers LLC | History | Reduced | 15,554 | 1,566 | 1.16% | 1.41% | 274 | -20,590 | -56.97% | Q1 2026 | May 07, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 15,544 | 1,565 | 0.24% | 0.29% | 275 | -1,962 | -11.21% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Reduced | 15,371 | 1,548 | 0.02% | 0.03% | 276 | -4,121 | -21.14% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 15,304 | 1,541 | 0.08% | 0.07% | 277 | +1,416 | 10.2% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 15,210 | 1,531 | 0.05% | 0.04% | 278 | +4,282 | 39.18% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 15,014 | 1,512 | 0.01% | 0.01% | 279 | -385 | -2.5% | Q1 2026 | May 11, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 14,995 | 1,510 | 0.77% | 0.8% | 280 | +212 | 1.43% | Q1 2026 | May 15, 2026 |
| Mendel Capital Management LLC | History | New | 14,966 | 1,507 | 0.76% | — | 281 | +14,966 | New | Q1 2026 | Apr 21, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 14,860 | 1,496 | 1.13% | 1.03% | 282 | +2,662 | 21.82% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,841 | 1,494 | 0.07% | 0.07% | 283 | +271 | 1.86% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 14,771 | 1,487 | 0.11% | 0.12% | 284 | -982 | -6.23% | Q1 2026 | Apr 14, 2026 |
| Two West Capital Advisors LLC | History | Added to | 14,689 | 1,465 | 0.78% | 0.7% | 285 | +2,813 | 23.69% | Q1 2026 | May 04, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 14,410 | 1,451 | 0.1% | 0.11% | 286 | +1,790 | 14.18% | Q1 2026 | May 18, 2026 |
| TritonPoint Partners, LLC | History | Added to | 14,253 | 1,435 | 0.53% | 0.56% | 287 | +3,933 | 38.11% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Reduced | 14,087 | 1,418 | 0.0% | 0.0% | 288 | -3,631 | -20.49% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 13,703 | 1,380 | 0.33% | 0.35% | 289 | -706 | -4.9% | Q1 2026 | May 01, 2026 |
| Legacy Private Trust Co. | History | No change | 13,466 | 1,356 | 0.08% | 0.08% | 290 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 13,144 | 1,323 | 0.83% | 0.99% | 291 | -2,309 | -14.94% | Q1 2026 | Apr 07, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 13,109 | 1,320 | 0.12% | 0.21% | 292 | -4,380 | -25.04% | Q1 2026 | May 12, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 13,033 | 1,312 | 0.39% | 0.48% | 293 | +3,086 | 31.02% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 12,978 | 1,307 | 1.04% | 1.06% | 294 | -151 | -1.15% | Q1 2026 | Apr 21, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 12,912 | 1,300 | 0.38% | 0.42% | 295 | -1,107 | -7.9% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 12,848 | 1,294 | 0.09% | 0.12% | 296 | -4,530 | -26.07% | Q1 2026 | May 21, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 12,855 | 1,294 | 0.43% | 0.34% | 297 | +3,616 | 39.14% | Q1 2026 | May 12, 2026 |
| CMC Financial Group | History | New | 12,149 | 1,223 | 2.4% | — | 298 | +12,149 | New | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Added to | 12,055 | 1,214 | 0.04% | 0.03% | 299 | +2,646 | 28.12% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 12,042 | 1,212 | 0.16% | — | 300 | +12,042 | New | Q1 2026 | Apr 13, 2026 |
| AlTi Global, Inc. | History | No change | 11,964 | 1,205 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cumberland Partners Ltd | History | Added to | 11,945 | 1,203 | 0.09% | 0.07% | 302 | +1,110 | 10.24% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 11,737 | 1,182 | 0.01% | — | 303 | +11,737 | New | Q1 2026 | May 13, 2026 |
| WealthPoint Financial, LLC | History | Added to | 11,502 | 1,158 | 0.97% | 0.92% | 304 | +1,082 | 10.38% | Q1 2026 | Jun 26, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,421 | 1,150 | 0.01% | 0.01% | 305 | +917 | 8.73% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 11,426 | 1,150 | 0.2% | 0.19% | 306 | +436 | 3.97% | Q1 2026 | Apr 17, 2026 |
| Unify Financial Advisors | History | Reduced | 11,320 | 1,140 | 1.18% | 1.39% | 307 | -1,808 | -13.77% | Q1 2026 | Apr 23, 2026 |
| HRT FINANCIAL LP | History | New | 11,242 | 1,132 | 0.0% | — | 308 | +11,242 | New | Q1 2026 | May 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 11,045 | 1,112 | 0.3% | 0.15% | 309 | +7,625 | 222.95% | Q1 2026 | Apr 08, 2026 |
| BOS Asset Management, LLC | History | Added to | 11,009 | 1,108 | 0.28% | 0.29% | 310 | +346 | 3.24% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,952 | 1,103 | 0.02% | 0.02% | 311 | +3,370 | 44.45% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | New | 10,847 | 1,092 | 0.08% | — | 312 | +10,847 | New | Q1 2026 | May 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 10,745 | 1,082 | 0.01% | 0.02% | 313 | -524 | -4.65% | Q1 2026 | May 12, 2026 |
| Embree Financial Group | History | Added to | 10,541 | 1,061 | 0.12% | 0.08% | 314 | +3,864 | 57.87% | Q1 2026 | Apr 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,273 | 1,034 | 0.02% | 0.02% | 315 | -1,443 | -12.32% | Q1 2026 | May 18, 2026 |
| W ADVISORS, LLC | History | Added to | 10,242 | 1,031 | 0.53% | 0.52% | 317 | +144 | 1.43% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 10,239 | 1,031 | 0.01% | 0.01% | 316 | -127 | -1.23% | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 10,186 | 1,025 | 0.09% | 0.08% | 318 | +647 | 6.78% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 9,920 | 999 | 0.01% | 0.01% | 319 | +3,629 | 57.69% | Q1 2026 | May 15, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 9,863 | 993 | 0.21% | 0.2% | 320 | +1,016 | 11.48% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 9,850 | 992 | 0.08% | — | 321 | +9,850 | New | Q1 2026 | Apr 28, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 9,760 | 983 | 0.64% | 0.6% | 322 | +212 | 2.22% | Q1 2026 | Apr 15, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 9,695 | 976 | 0.22% | 0.35% | 323 | -5,634 | -36.75% | Q1 2026 | Apr 22, 2026 |
| Avior Wealth Management, LLC | History | New | 9,659 | 972 | 0.03% | — | 324 | +9,659 | New | Q1 2026 | Apr 09, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 9,636 | 970 | 0.56% | 1.12% | 325 | -8,219 | -46.03% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 9,571 | 964 | 0.01% | 0.01% | 326 | -5,800 | -37.73% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,345 | 941 | 0.01% | 0.01% | 327 | +3,844 | 69.88% | Q1 2026 | Apr 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 9,349 | 941 | 0.35% | 0.44% | 328 | -2,277 | -19.59% | Q1 2026 | Apr 09, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 9,323 | 939 | 0.52% | 0.38% | 329 | +3,403 | 57.48% | Q1 2026 | Apr 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 9,306 | 937 | 0.05% | 0.06% | 330 | +4,699 | 102.0% | Q1 2026 | Apr 22, 2026 |
| Financial Partners Group, Inc | History | Added to | 9,164 | 923 | 0.11% | 0.09% | 331 | +1,818 | 24.75% | Q1 2026 | Apr 10, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 9,139 | 920 | 0.15% | 0.15% | 332 | +235 | 2.64% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,042 | 910 | 0.08% | 0.08% | 333 | -39 | -0.43% | Q1 2026 | Apr 30, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 8,828 | 889 | 0.39% | 0.17% | 334 | +5,181 | 142.06% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 8,799 | 886 | 0.1% | 0.02% | 335 | +7,303 | 488.17% | Q1 2026 | Apr 28, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 8,766 | 882 | 0.99% | 1.07% | 336 | -681 | -7.21% | Q1 2026 | Apr 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 8,748 | 881 | 0.01% | 0.01% | 337 | -1,827 | -17.28% | Q1 2026 | May 08, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 8,692 | 875 | 0.11% | 0.17% | 338 | -5,069 | -36.84% | Q1 2026 | Apr 23, 2026 |
| Vision Retirement, LLC | History | Reduced | 8,673 | 873 | 0.25% | 0.26% | 339 | -943 | -9.81% | Q1 2026 | May 07, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 8,418 | 847 | 0.16% | 0.29% | 340 | -6,447 | -43.37% | Q1 2026 | Apr 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 8,409 | 846 | 0.49% | 1.3% | 341 | -14,026 | -62.52% | Q1 2026 | Apr 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,207 | 826 | 0.03% | 0.03% | 342 | -1,318 | -13.84% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 8,170 | 822 | 0.02% | 0.01% | 343 | +2,853 | 53.66% | Q1 2026 | Apr 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 8,112 | 817 | 0.14% | 0.21% | 344 | -4,025 | -33.16% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,985 | 804 | 0.0% | 0.0% | 345 | +545 | 7.33% | Q1 2026 | May 13, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 7,980 | 803 | 0.19% | 0.21% | 346 | -162 | -1.99% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 7,921 | 797 | 0.01% | 0.02% | 347 | -443 | -5.3% | Q1 2026 | Apr 10, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 7,858 | 791 | 0.54% | 0.52% | 348 | +95 | 1.22% | Q1 2026 | May 04, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 7,814 | 787 | 0.06% | — | 349 | +7,814 | New | Q1 2026 | Apr 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 7,776 | 783 | 0.0% | 0.0% | 350 | +946 | 13.85% | Q1 2026 | Aug 12, 2026 |
| Columbus Macro, LLC | History | Added to | 7,703 | 775 | 0.08% | 0.08% | 351 | +189 | 2.52% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,429 | 748 | 0.01% | 0.01% | 352 | +548 | 7.96% | Q1 2026 | May 11, 2026 |
| Madson Wealth Advisors Inc | History | New | 7,298 | 735 | 0.61% | — | 353 | +7,298 | New | Q1 2026 | Apr 21, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 7,246 | 729 | 0.24% | 0.29% | 354 | -1,281 | -15.02% | Q1 2026 | May 01, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 7,201 | 725 | 0.56% | 0.49% | 355 | +1,170 | 19.4% | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 7,191 | 724 | 0.11% | 0.13% | 356 | -1,306 | -15.37% | Q1 2026 | Apr 15, 2026 |
| TFB Advisors LLC | History | Reduced | 7,067 | 711 | 0.37% | 0.29% | 357 | -3,043 | -30.1% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 6,991 | 704 | 0.18% | 0.26% | 358 | -2,466 | -26.08% | Q1 2026 | Apr 29, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 6,969 | 701 | 0.58% | 1.8% | 359 | -13,795 | -66.44% | Q1 2026 | Apr 29, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 6,934 | 698 | 0.5% | 0.48% | 360 | +474 | 7.34% | Q1 2026 | May 07, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 6,843 | 689 | 0.34% | 0.33% | 361 | -1,179 | -14.7% | Q1 2026 | Jun 01, 2026 |
| ASL Financial, LLC | History | Added to | 6,830 | 687 | 0.55% | 0.5% | 362 | +595 | 9.54% | Q1 2026 | Apr 09, 2026 |
| Chatterton & Associates Inc. | History | Added to | 6,631 | 668 | 0.47% | 0.29% | 364 | +3,306 | 99.43% | Q1 2026 | Apr 20, 2026 |
| Argent Trust Co | History | Added to | 6,639 | 668 | 0.02% | 0.01% | 363 | +3,071 | 86.07% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 6,564 | 667 | 0.12% | 0.12% | 365 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 6,587 | 663 | 0.02% | 0.02% | 366 | +372 | 5.99% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 6,581 | 662 | 0.0% | 0.0% | 367 | +3,387 | 106.04% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 6,447 | 649 | 0.0% | 0.0% | 368 | -169 | -2.55% | Q1 2026 | Apr 24, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 6,423 | 646 | 0.48% | 0.47% | 369 | +32 | 0.5% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,403 | 644 | 0.02% | 0.02% | 370 | +2,010 | 45.75% | Q1 2026 | Jun 18, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 6,248 | 629 | 0.56% | 0.68% | 371 | -1,516 | -19.53% | Q1 2026 | Apr 16, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 6,196 | 624 | 0.37% | 0.33% | 372 | +526 | 9.28% | Q1 2026 | Apr 30, 2026 |
| ARWA LLC | History | Reduced | 6,173 | 622 | 0.31% | 0.39% | 373 | -333 | -5.12% | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | New | 6,116 | 616 | 0.01% | — | 374 | +6,116 | New | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 6,068 | 611 | 0.0% | 0.0% | 375 | +172 | 2.92% | Q1 2026 | May 04, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 5,984 | 602 | 0.48% | — | 376 | +5,984 | New | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | New | 6,067 | 601 | 0.02% | — | 377 | +6,067 | New | Q1 2026 | May 14, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 5,929 | 597 | 0.31% | 0.23% | 378 | +17 | 0.29% | Q1 2026 | May 14, 2026 |
| Shelter Mutual Insurance Co | History | Added to | 5,868 | 591 | 0.13% | 0.09% | 379 | +2,098 | 55.65% | Q1 2026 | Apr 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,816 | 585 | 0.0% | 0.01% | 380 | -852 | -12.78% | Q1 2026 | May 12, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 5,807 | 584 | 0.55% | 0.86% | 381 | -3,851 | -39.87% | Q1 2026 | May 08, 2026 |
| Alteri Wealth LLC | History | New | 5,794 | 583 | 0.19% | — | 382 | +5,794 | New | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,702 | 574 | 0.01% | 0.01% | 383 | -2,170 | -27.57% | Q1 2026 | Jun 02, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,715 | 574 | 0.03% | 0.02% | 384 | +1,569 | 37.84% | Q1 2026 | May 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 5,698 | 573 | 0.12% | 0.12% | 385 | +169 | 3.06% | Q1 2026 | May 08, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 5,663 | 570 | 0.02% | 0.02% | 386 | +40 | 0.71% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | New | 5,644 | 568 | 0.01% | — | 387 | +5,644 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,609 | 564 | 0.01% | 0.01% | 388 | -904 | -13.88% | Q1 2026 | Apr 27, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 5,467 | 550 | 0.34% | — | 389 | +5,467 | New | Q1 2026 | Apr 14, 2026 |
| EASTERN BANK | History | Reduced | 5,456 | 549 | 0.01% | 0.01% | 390 | -708 | -11.49% | Q1 2026 | Apr 07, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 5,419 | 545 | 0.06% | 0.05% | 391 | +609 | 12.66% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 5,395 | 543 | 0.04% | 0.04% | 392 | +429 | 8.64% | Q1 2026 | Apr 17, 2026 |
| Core Wealth Partners LLC | History | Reduced | 5,324 | 536 | 0.25% | 0.24% | 393 | -3 | -0.06% | Q1 2026 | May 08, 2026 |
| Inspire Advisors, LLC | History | New | 5,286 | 532 | 0.04% | — | 394 | +5,286 | New | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 5,279 | 531 | 0.14% | 0.14% | 395 | +295 | 5.92% | Q1 2026 | May 06, 2026 |
| VestGen Investment Management | History | Reduced | 5,277 | 531 | 0.29% | 0.3% | 396 | -131 | -2.42% | Q1 2026 | May 12, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 5,216 | 525 | 0.23% | 0.22% | 397 | +469 | 9.88% | Q1 2026 | May 27, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 5,170 | 520 | 0.17% | 0.07% | 398 | +3,147 | 155.56% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Added to | 5,155 | 519 | 0.0% | 0.0% | 399 | +242 | 4.93% | Q1 2026 | May 14, 2026 |
| RHS Financial, LLC | History | Reduced | 5,079 | 511 | 0.24% | 0.4% | 400 | -3,020 | -37.29% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 5,062 | 509 | 0.13% | 0.15% | 401 | -633 | -11.12% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,012 | 504 | 0.0% | 0.0% | 402 | +1,324 | 35.9% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,997 | 503 | 0.01% | 0.03% | 403 | -5,176 | -50.88% | Q1 2026 | Apr 21, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 4,983 | 501 | 0.14% | 0.15% | 404 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,966 | 500 | 0.02% | 0.05% | 406 | -6,115 | -55.18% | Q1 2026 | Apr 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4,918 | 500 | 0.15% | 0.15% | 405 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Added to | 4,952 | 498 | 0.01% | 0.0% | 407 | +1,794 | 56.81% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Added to | 4,953 | 498 | 0.46% | 0.33% | 408 | +1,397 | 39.29% | Q1 2026 | Apr 07, 2026 |
| LongView Wealth Management | History | Added to | 4,879 | 494 | 0.12% | 0.11% | 409 | +367 | 8.13% | Q1 2026 | Apr 15, 2026 |
| Steelhead Wealth Management LLC | History | New | 4,886 | 492 | 0.25% | — | 411 | +4,886 | New | Q1 2026 | Jun 15, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 4,885 | 492 | 0.12% | 0.06% | 410 | +2,420 | 98.17% | Q1 2026 | Apr 20, 2026 |
| PUREfi Wealth, LLC | History | Added to | 4,862 | 489 | 0.32% | 0.3% | 412 | +978 | 25.18% | Q1 2026 | Apr 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,848 | 488 | 0.1% | 0.12% | 413 | -615 | -11.26% | Q1 2026 | Apr 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 4,826 | 486 | 0.05% | 0.04% | 414 | +1,065 | 28.32% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,800 | 483 | 0.04% | 0.05% | 415 | -2,843 | -37.2% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 4,753 | 478 | 0.16% | 0.15% | 416 | -112 | -2.3% | Q1 2026 | May 15, 2026 |
| Vantus Wealth LLC | History | No change | 4,651 | 472 | 0.35% | 0.35% | 417 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 4,668 | 470 | 0.14% | 0.13% | 418 | +285 | 6.5% | Q1 2026 | Apr 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,443 | 447 | 0.04% | 0.04% | 419 | -1,054 | -19.17% | Q1 2026 | May 13, 2026 |
| Blue Capital, Inc. | History | Added to | 4,433 | 446 | 0.29% | 0.32% | 420 | +15 | 0.34% | Q1 2026 | Apr 24, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 4,427 | 445 | 0.03% | 0.03% | 421 | +20 | 0.45% | Q1 2026 | Apr 27, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 4,402 | 443 | 0.43% | 0.4% | 422 | +223 | 5.34% | Q1 2026 | May 06, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 4,334 | 436 | 0.06% | 0.09% | 423 | -2,232 | -33.99% | Q1 2026 | May 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,238 | 430 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Jump Financial, LLC | History | New | 4,258 | 428 | 0.01% | — | 425 | +4,258 | New | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 4,235 | 426 | 0.1% | 0.52% | 426 | -21,230 | -83.37% | Q1 2026 | Apr 27, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 4,238 | 426 | 0.15% | 0.22% | 427 | -87 | -2.01% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,146 | 417 | 0.02% | 0.02% | 428 | -823 | -16.56% | Q1 2026 | May 12, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 4,136 | 416 | 0.18% | 0.19% | 429 | -74 | -1.76% | Q1 2026 | Apr 29, 2026 |
| NWAM LLC | History | Reduced | 4,127 | 415 | 0.02% | 0.03% | 430 | -423 | -9.3% | Q1 2026 | May 04, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 4,110 | 413 | 0.03% | 0.02% | 432 | +562 | 15.84% | Q1 2026 | Jun 09, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,108 | 413 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 4,062 | 409 | 0.04% | 0.04% | 433 | -122 | -2.92% | Q1 2026 | Apr 22, 2026 |
| SVB WEALTH LLC | History | Reduced | 4,057 | 408 | 0.03% | 0.06% | 434 | -6,557 | -61.78% | Q1 2026 | Apr 17, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 4,005 | 403 | 0.11% | 0.09% | 435 | +573 | 16.7% | Q1 2026 | Apr 16, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 3,989 | 401 | 0.0% | 0.01% | 436 | -211 | -5.02% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,916 | 394 | 0.01% | 0.01% | 437 | +530 | 15.65% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,899 | 390 | 0.02% | 0.02% | 439 | -205 | -5.0% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | No change | 3,884 | 390 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 3,844 | 387 | 0.2% | 0.14% | 440 | +1,478 | 62.47% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,787 | 381 | 0.01% | 0.02% | 441 | -787 | -17.21% | Q1 2026 | May 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 3,774 | 380 | 0.12% | 0.12% | 442 | +219 | 6.16% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,759 | 378 | 0.0% | 0.0% | 443 | -19,796 | -84.04% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,698 | 372 | 0.0% | — | 445 | +3,698 | New | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,701 | 372 | 0.03% | 0.03% | 444 | +421 | 12.84% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 3,643 | 366 | 0.06% | 0.64% | 447 | -35,766 | -90.76% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,636 | 366 | 0.0% | 0.0% | 446 | -28 | -0.76% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 3,595 | 362 | 0.01% | 0.04% | 448 | -11,140 | -75.6% | Q1 2026 | Apr 07, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 3,543 | 357 | 0.1% | 0.09% | 449 | +716 | 25.33% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,525 | 355 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,488 | 351 | 0.03% | 0.03% | 451 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 3,472 | 349 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Balefire, LLC | History | New | 3,408 | 343 | 0.06% | — | 453 | +3,408 | New | Q1 2026 | May 07, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 3,400 | 342 | 0.62% | 0.42% | 454 | +1,249 | 58.07% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 3,389 | 341 | 0.01% | 0.01% | 455 | -74 | -2.14% | Q1 2026 | Apr 29, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 3,358 | 338 | 0.12% | 0.13% | 456 | -79 | -2.3% | Q1 2026 | Apr 28, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 3,349 | 337 | 0.07% | 0.07% | 457 | +82 | 2.51% | Q1 2026 | May 05, 2026 |
| Semus Wealth Partners LLC | History | Added to | 3,321 | 334 | 0.19% | 0.16% | 458 | +392 | 13.38% | Q1 2026 | Apr 24, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,287 | 331 | 0.01% | 0.02% | 459 | -1,493 | -31.23% | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 3,355 | 331 | 0.09% | 0.07% | 460 | +806 | 31.62% | Q1 2026 | May 11, 2026 |
| Charles Schwab Trust Co | History | No change | 3,227 | 325 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 3,220 | 324 | 0.17% | 0.92% | 462 | -17,818 | -84.69% | Q1 2026 | Apr 21, 2026 |
| Vantage Point Financial LLC | History | Reduced | 3,205 | 322 | 0.11% | 0.2% | 463 | -2,388 | -42.7% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,193 | 321 | 0.01% | 0.01% | 464 | +751 | 30.75% | Q1 2026 | Apr 28, 2026 |
| Montecito Bank & Trust | History | Added to | 3,165 | 318 | 0.05% | 0.04% | 465 | +975 | 44.52% | Q1 2026 | Apr 16, 2026 |
| GWN SECURITIES INC. | History | Added to | 3,151 | 317 | 0.06% | 0.06% | 466 | +333 | 11.82% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | New | 3,138 | 316 | 0.03% | — | 467 | +3,138 | New | Q1 2026 | Apr 07, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 3,130 | 315 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 3,120 | 314 | 0.26% | — | 469 | +3,120 | New | Q1 2026 | Apr 21, 2026 |
| Quartz Partners, LLC | History | New | 3,055 | 307 | 0.12% | — | 470 | +3,055 | New | Q1 2026 | May 05, 2026 |
| Phillip James Consulting Co. | History | New | 2,150 | 306 | 0.23% | — | 471 | +2,150 | New | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,032 | 305 | 0.0% | 0.0% | 472 | +20 | 0.66% | Q1 2026 | May 14, 2026 |
| Wells Financial Advisors INC | History | Reduced | 3,026 | 304 | 1.38% | 1.79% | 473 | -6,245 | -67.36% | Q1 2026 | May 07, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 2,982 | 300 | 0.09% | 0.1% | 474 | -37 | -1.23% | Q1 2026 | Apr 15, 2026 |
| BARINGS LLC | History | Reduced | 2,963 | 298 | 0.0% | 0.01% | 475 | -5,022 | -62.89% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,951 | 297 | 0.0% | 0.0% | 476 | +2,206 | 296.11% | Q1 2026 | May 08, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 2,943 | 296 | 0.02% | 0.03% | 477 | -485 | -14.15% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,928 | 294 | 0.02% | 0.02% | 479 | -236 | -7.46% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Added to | 2,924 | 294 | 0.02% | 0.01% | 478 | +69 | 2.42% | Q1 2026 | May 14, 2026 |
| Cassilly Financial Group LLC | History | Added to | 2,884 | 290 | 0.25% | 0.21% | 480 | +503 | 21.13% | Q1 2026 | Apr 10, 2026 |
| Dentgroup LLC | History | No change | 2,781 | 282 | 0.19% | 0.19% | 481 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ADE, LLC | History | Added to | 2,792 | 281 | 0.13% | 0.14% | 482 | +37 | 1.34% | Q1 2026 | May 14, 2026 |
| One Day In July LLC | History | Reduced | 2,782 | 280 | 0.02% | 0.03% | 484 | -231 | -7.67% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,788 | 280 | 0.0% | 0.0% | 483 | +123 | 4.62% | Q1 2026 | May 15, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 2,778 | 279 | 0.22% | 0.33% | 485 | -1,361 | -32.88% | Q1 2026 | Apr 20, 2026 |
| RDA Financial Network | History | Reduced | 2,763 | 278 | 0.07% | 0.11% | 486 | -1,913 | -40.91% | Q1 2026 | Apr 08, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 2,742 | 276 | 0.07% | 0.06% | 487 | +125 | 4.78% | Q1 2026 | May 05, 2026 |
| Archer Investment Management, LLC | History | Reduced | 2,662 | 268 | 0.11% | 0.39% | 488 | -4,501 | -62.84% | Q1 2026 | Apr 08, 2026 |
| OneAscent Financial Services LLC | History | Added to | 2,648 | 266 | 0.01% | 0.02% | 489 | +411 | 18.37% | Q1 2026 | Apr 21, 2026 |
| Keystone Financial Group | History | New | 2,638 | 265 | 0.02% | — | 491 | +2,638 | New | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,633 | 265 | 0.0% | 0.0% | 490 | +703 | 36.42% | Q1 2026 | May 11, 2026 |
| Stablepoint Partners, LLC | History | New | 2,628 | 264 | 0.04% | — | 492 | +2,628 | New | Q1 2026 | Apr 30, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 2,606 | 262 | 0.05% | 0.19% | 493 | -8,500 | -76.54% | Q1 2026 | Apr 22, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 2,588 | 260 | 0.27% | — | 494 | +2,588 | New | Q1 2026 | May 13, 2026 |
| WNY Asset Management, LLC | History | New | 2,576 | 259 | 0.03% | — | 495 | +2,576 | New | Q1 2026 | May 22, 2026 |
| XY Planning Network, Inc. | History | Reduced | 2,576 | 258 | 0.04% | 0.05% | 497 | -99 | -3.7% | Q1 2026 | Apr 14, 2026 |
| MCF Advisors LLC | History | No change | 2,567 | 258 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,523 | 254 | 0.0% | 0.01% | 498 | -857 | -25.36% | Q1 2026 | Apr 16, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 2,524 | 254 | 0.01% | 0.01% | 499 | -313 | -11.03% | Q1 2026 | Apr 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,512 | 253 | 0.01% | 0.01% | 500 | +451 | 21.88% | Q1 2026 | Apr 28, 2026 |
| GenTrust, LLC | History | Reduced | 2,507 | 252 | 0.01% | 0.01% | 501 | -63 | -2.45% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,476 | 249 | 0.0% | — | 504 | +2,476 | New | Q1 2026 | May 13, 2026 |
| Axim Planning & Wealth | History | Reduced | 2,481 | 249 | 0.3% | 0.39% | 502 | -1,131 | -31.31% | Q1 2026 | May 14, 2026 |
| Asempa Wealth Advisors | History | Reduced | 2,489 | 249 | 0.22% | 0.23% | 503 | -157 | -5.93% | Q1 2026 | Apr 08, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 2,453 | 247 | 0.03% | 0.03% | 505 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,451 | 246 | 0.03% | 0.03% | 506 | -405 | -14.18% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Added to | 2,447 | 245 | 0.05% | 0.07% | 507 | +149 | 6.48% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 2,432 | 244 | 0.04% | — | 508 | +2,432 | New | Q1 2026 | May 13, 2026 |
| Moment Partners, LLC | History | New | 2,432 | 244 | 0.04% | — | 509 | +2,432 | New | Q1 2026 | May 04, 2026 |
| Paladin Partners, LLC | History | No change | 2,409 | 242 | 0.17% | 0.18% | 510 | 0 | 0.0% | Q1 2026 | Jun 25, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 2,396 | 241 | 0.13% | 0.16% | 511 | -451 | -15.84% | Q1 2026 | Apr 27, 2026 |
| BDFS Capital LLC | History | Added to | 2,371 | 238 | 0.11% | 0.11% | 512 | +278 | 13.28% | Q1 2026 | Apr 15, 2026 |
| Town Capital LLC | History | Reduced | 2,336 | 235 | 0.19% | 0.41% | 513 | -2,583 | -52.51% | Q1 2026 | Jun 04, 2026 |
| Frisch Financial Group, Inc. | History | New | 2,337 | 235 | 0.05% | — | 514 | +2,337 | New | Q1 2026 | May 05, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 2,273 | 228 | 0.02% | 0.02% | 515 | -35 | -1.52% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,257 | 227 | 0.01% | 0.01% | 516 | -527 | -18.93% | Q1 2026 | Apr 20, 2026 |
| Maia Wealth LLC | History | Reduced | 2,248 | 226 | 0.04% | 0.04% | 517 | -218 | -8.84% | Q1 2026 | May 08, 2026 |
| Demars Financial Group, LLC | History | New | 2,237 | 225 | 0.07% | — | 518 | +2,237 | New | Q1 2026 | Apr 29, 2026 |
| John W. Brooker & Co., CPAs | History | New | 2,217 | 223 | 0.35% | — | 521 | +2,217 | New | Q1 2026 | Apr 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 2,215 | 223 | 0.04% | 0.07% | 519 | -1,645 | -42.62% | Q1 2026 | May 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 2,218 | 223 | 0.06% | 0.06% | 520 | +66 | 3.07% | Q1 2026 | Apr 09, 2026 |
| Moors & Cabot, Inc. | History | New | 2,183 | 219 | 0.01% | — | 522 | +2,183 | New | Q1 2026 | May 08, 2026 |
| Entelevest, LLC | History | Reduced | 2,157 | 217 | 0.22% | 0.35% | 524 | -1,286 | -37.35% | Q1 2026 | May 04, 2026 |
| Austin Private Wealth, LLC | History | No change | 2,135 | 217 | 0.02% | 0.02% | 523 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EJMK Ventures LLC | History | Reduced | 2,125 | 214 | 0.12% | 0.16% | 525 | -367 | -14.73% | Q1 2026 | Apr 24, 2026 |
| Glenview Trust Co | History | New | 2,118 | 213 | 0.0% | — | 526 | +2,118 | New | Q1 2026 | May 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 2,080 | 209 | 0.02% | — | 528 | +2,080 | New | Q1 2026 | May 12, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 2,081 | 209 | 0.18% | 0.33% | 527 | -1,543 | -42.58% | Q1 2026 | May 04, 2026 |
| Signet Private Wealth LLC | History | No change | 2,066 | 208 | 0.2% | 0.2% | 529 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 2,064 | 207 | 0.06% | 0.17% | 530 | -5,517 | -72.77% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | New | 2,046 | 206 | 0.01% | — | 532 | +2,046 | New | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,053 | 206 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 1,991 | 200 | 0.03% | 0.03% | 533 | +7 | 0.35% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,915 | 192 | 0.01% | 0.01% | 534 | -38 | -1.95% | Q1 2026 | Apr 17, 2026 |
| Pflug Koory, LLC | History | No change | 1,820 | 183 | 0.08% | 0.09% | 535 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 1,770 | 178 | 0.0% | 0.0% | 536 | +1,010 | 132.89% | Q1 2026 | May 15, 2026 |
| Capital Investment Counsel, Inc | History | No change | 1,766 | 177 | 0.02% | 0.02% | 537 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,630 | 164 | 0.0% | 0.0% | 538 | -247 | -13.16% | Q1 2026 | May 11, 2026 |
| New Republic Capital, LLC | History | Added to | 1,630 | 164 | 0.06% | 0.04% | 539 | +81 | 5.23% | Q1 2026 | May 01, 2026 |
| Capital Advisor Network LLC | History | New | 1,610 | 162 | 0.23% | — | 540 | +1,610 | New | Q1 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,461 | 147 | 0.0% | 0.0% | 541 | -57 | -3.75% | Q1 2026 | May 14, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 1,401 | 141 | 0.0% | 3.14% | 542 | -1,049,310 | -99.87% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,376 | 138 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,275 | 128 | 0.01% | 0.01% | 544 | -506 | -28.41% | Q1 2026 | Apr 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,204 | 121 | 0.01% | 0.01% | 545 | -11 | -0.91% | Q1 2026 | May 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,163 | 116 | 0.01% | 0.01% | 546 | +145 | 14.24% | Q1 2026 | May 01, 2026 |
| Arlington Trust Co LLC | History | No change | 1,150 | 115 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Park Place Capital Corp | History | Added to | 1,089 | 109 | 0.02% | 0.02% | 548 | +84 | 8.36% | Q1 2026 | Apr 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,055 | 106 | 0.01% | 0.01% | 549 | -623 | -37.13% | Q1 2026 | Apr 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 993 | 100 | 0.02% | — | 550 | +993 | New | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 950 | 95 | 0.02% | 0.2% | 552 | -13,349 | -93.36% | Q1 2026 | May 15, 2026 |
| Ransom Advisory, Ltd | History | No change | 940 | 95 | 0.04% | 0.04% | 551 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Tidemark, LLC | History | Reduced | 920 | 92 | 0.02% | 0.06% | 554 | -1,077 | -53.93% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | Reduced | 915 | 92 | 0.01% | 0.01% | 553 | -10 | -1.08% | Q1 2026 | Apr 27, 2026 |
| Wellington Grp LLC | History | New | 869 | 87 | 0.03% | — | 555 | +869 | New | Q1 2026 | May 22, 2026 |
| JPL Wealth Management, LLC | History | New | 815 | 82 | 0.02% | — | 556 | +815 | New | Q1 2026 | May 08, 2026 |
| Asset Planning,Inc | History | Added to | 791 | 79 | 0.06% | 0.06% | 558 | +5 | 0.64% | Q1 2026 | Apr 23, 2026 |
| Biltmore Family Office, LLC | History | No change | 785 | 79 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 777 | 78 | 0.0% | 0.0% | 559 | -65 | -7.72% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 706 | 71 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 666 | 67 | 0.03% | 0.03% | 561 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 636 | 64 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 629 | 63 | 0.0% | 0.0% | 563 | +151 | 31.59% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 598 | 60 | 0.03% | 0.04% | 565 | -115 | -16.13% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 595 | 60 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 559 | 56 | 0.01% | 0.01% | 566 | -118 | -17.43% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 531 | 53 | 0.0% | 0.0% | 568 | +87 | 19.59% | Q1 2026 | May 05, 2026 |
| Clean Yield Group | History | No change | 530 | 53 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| RMG Wealth Management LLC | History | New | 517 | 51 | 0.01% | — | 569 | +517 | New | Q1 2026 | May 14, 2026 |
| Investors Portfolio Services LLC | History | No change | 495 | 49 | 0.05% | 0.05% | 570 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 450 | 45 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 409 | 41 | 0.0% | — | 572 | +409 | New | Q1 2026 | Apr 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 382 | 38 | 0.01% | 0.0% | 573 | +217 | 131.52% | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 369 | 37 | 0.02% | — | 574 | +369 | New | Q1 2026 | Apr 21, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 366 | 36 | 0.01% | 0.21% | 575 | -6,029 | -94.28% | Q1 2026 | May 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 344 | 34 | 0.02% | 0.05% | 577 | -18 | -4.97% | Q1 2026 | Jul 01, 2026 |
| Larson Financial Group LLC | History | No change | 339 | 34 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 336 | 33 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Assets Advisory, LLC | History | New | 325 | 32 | 0.01% | — | 579 | +325 | New | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | New | 295 | 29 | 0.0% | — | 580 | +295 | New | Q1 2026 | May 11, 2026 |
| Magnolia Wealth Management, LLC | History | New | 290 | 29 | 0.02% | — | 581 | +290 | New | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 278 | 28 | 0.0% | 0.0% | 583 | +230 | 479.17% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 282 | 28 | 0.02% | 0.01% | 584 | +38 | 15.57% | Q1 2026 | May 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 279 | 28 | 0.01% | 0.01% | 582 | +13 | 4.89% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 276 | 27 | 0.0% | 0.0% | 585 | -23 | -7.69% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 251 | 25 | 0.0% | 0.0% | 586 | +149 | 146.08% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 246 | 24 | 0.0% | — | 587 | +246 | New | Q1 2026 | Apr 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 228 | 22 | 0.0% | 0.0% | 588 | +78 | 52.0% | Q1 2026 | Apr 24, 2026 |
| Key Capital Management, INC | History | Reduced | 213 | 21 | 0.01% | 0.02% | 589 | -29 | -11.98% | Q1 2026 | May 07, 2026 |
| POM Investment Strategies, LLC | History | New | 192 | 19 | 0.02% | — | 590 | +192 | New | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 186 | 18 | 0.0% | 0.0% | 591 | -189 | -50.4% | Q1 2026 | Apr 28, 2026 |
| Nemes Rush Group LLC | History | No change | 187 | 18 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| REAP Financial Group, LLC | History | No change | 178 | 17 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 160 | 16 | 0.0% | — | 596 | +160 | New | Q1 2026 | Apr 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 160 | 16 | 0.0% | — | 597 | +160 | New | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 162 | 16 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ESL Trust Services, LLC | History | No change | 160 | 16 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 144 | 15 | 0.0% | 0.0% | 598 | -82 | -36.28% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 144 | 14 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 134 | 13 | 0.0% | 0.07% | 601 | -10,768 | -98.77% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 137 | 13 | 0.0% | 0.0% | 600 | -309 | -69.28% | Q1 2026 | Apr 13, 2026 |
| Financial Freedom, LLC | History | New | 137 | 13 | 0.01% | — | 602 | +137 | New | Q1 2026 | Apr 30, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 55 | 13 | 0.02% | — | 603 | +55 | New | Q1 2026 | May 11, 2026 |
| Advocate Investing Services LLC | History | New | 120 | 12 | 0.01% | — | 604 | +120 | New | Q1 2026 | Apr 22, 2026 |
| Axiom Investment Management LLC | History | New | 117 | 11 | 0.01% | — | 607 | +117 | New | Q1 2026 | May 26, 2026 |
| Horizon Investments, LLC | History | Added to | 120 | 11 | 0.0% | 0.0% | 605 | +60 | 100.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 117 | 11 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 100 | 10 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 106 | 10 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 101 | 10 | 0.01% | 0.01% | 610 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VANGUARD ADVISERS INC | History | New | 91 | 9 | 0.0% | — | 613 | +91 | New | Q1 2026 | May 08, 2026 |
| Piscataqua Savings Bank | History | No change | 94 | 9 | 0.01% | 0.01% | 611 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 97 | 9 | 0.01% | 0.01% | 612 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 89 | 8 | 0.0% | — | 615 | +89 | New | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 80 | 8 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | No change | 60 | 6 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NFSG Corp | History | No change | 68 | 6 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bravera Wealth | History | No change | 65 | 6 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 55 | 5 | 0.0% | 0.0% | 619 | -4 | -6.78% | Q1 2026 | May 08, 2026 |
| Realta Investment Advisors | History | No change | 54 | 5 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | New | 45 | 4 | 0.0% | — | 624 | +45 | New | Q1 2026 | May 29, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 41 | 4 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NorthAvenue LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Darwin Wealth Management, LLC | History | New | 39 | 3 | 0.0% | — | 626 | +39 | New | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | New | 31 | 3 | 0.0% | — | 627 | +31 | New | Q1 2026 | May 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 31 | 3 | 0.0% | — | 628 | +31 | New | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | New | 26 | 2 | 0.0% | — | 633 | +26 | New | Q1 2026 | May 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | No change | 25 | 2 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Imprint Wealth LLC | History | No change | 22 | 2 | 0.01% | 0.01% | 632 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | New | 17 | 1 | 0.0% | — | 637 | +17 | New | Q1 2026 | Apr 15, 2026 |
| CGC Financial Services, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 13 | 1 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| United Financial Planning Group LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GenWealth Group, Inc. | History | Closed out | 0 | 0 | — | 1.14% | — | -65,413 | -100.0% | Q1 2026 | May 11, 2026 |
| Sheridan Capital Management, LLC | History | Closed out | 0 | 0 | — | 3.1% | — | -60,071 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Closed out | 0 | 0 | — | 0.17% | — | -54,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -36,159 | -100.0% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.41% | — | -26,506 | -100.0% | Q1 2026 | May 11, 2026 |
| West Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -25,837 | -100.0% | Q1 2026 | May 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.01% | — | -25,219 | -100.0% | Q1 2026 | May 05, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 2.33% | — | -21,339 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,276 | -100.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,301 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -10,034 | -100.0% | Q1 2026 | Apr 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,478 | -100.0% | Q1 2026 | May 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,082 | -100.0% | Q1 2026 | May 15, 2026 |
| Hopwood Nicholas Hunter | History | Closed out | 0 | 0 | — | 0.26% | — | -7,893 | -100.0% | Q1 2026 | Aug 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,859 | -100.0% | Q1 2026 | Apr 16, 2026 |
| THEORY FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -7,453 | -100.0% | Q1 2026 | May 05, 2026 |
| Silverleafe Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -7,196 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,582 | -100.0% | Q1 2026 | Jun 23, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -6,514 | -100.0% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,380 | -100.0% | Q1 2026 | Apr 14, 2026 |
| VICUS CAPITAL | History | Closed out | 0 | 0 | — | 0.05% | — | -6,192 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,282 | -100.0% | Q1 2026 | Apr 10, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -5,204 | -100.0% | Q1 2026 | May 15, 2026 |
| Apex Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -5,079 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -4,675 | -100.0% | Q1 2026 | May 05, 2026 |
| Wealthstar Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,522 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,780 | -100.0% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,743 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,612 | -100.0% | Q1 2026 | Apr 08, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,538 | -100.0% | Q1 2026 | May 14, 2026 |
| CHANNEL WEALTH LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,505 | -100.0% | Q1 2026 | May 11, 2026 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.64% | — | -3,419 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Omega Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,302 | -100.0% | Q1 2026 | May 12, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.09% | — | -3,289 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,072 | -100.0% | Q1 2026 | May 12, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,566 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,507 | -100.0% | Q1 2026 | May 14, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,355 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,342 | -100.0% | Q1 2026 | May 01, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,313 | -100.0% | Q1 2026 | Apr 13, 2026 |
| NICOLET BANKSHARES INC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,259 | -100.0% | Q1 2026 | May 14, 2026 |
| First Financial Bank - Trust Division | History | Closed out | 0 | 0 | — | 0.02% | — | -2,188 | -100.0% | Q1 2026 | Apr 01, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,121 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,099 | -100.0% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -2,056 | -100.0% | Q1 2026 | Apr 15, 2026 |
| LEUTHOLD GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,048 | -100.0% | Q1 2026 | May 06, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,397 | -100.0% | Q1 2026 | May 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,040 | -100.0% | Q1 2026 | May 15, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -943 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | Aug 10, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q1 2026 | May 05, 2026 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.01% | — | -175 | -100.0% | Q1 2026 | May 15, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -167 | -100.0% | Q1 2026 | May 06, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -158 | -100.0% | Q1 2026 | May 11, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -119 | -100.0% | Q1 2026 | May 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 08, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BankChampaign, National Association | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 21, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 01, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 21, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -42 | -100.0% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 07, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 08, 2026 |
| Clark Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 11, 2026 |
| CHELSEA COUNSEL CO | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Jun 04, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 04, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 06, 2026 |
| Graney & King, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 18, 2026 |
| Holos Integrated Wealth LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Register Financial Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |