WisdomTree Trust - USFR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 17,440,508 | 877,955 | 0.05% | 0.05% | 1 | +786,989 | 4.73% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,934,091 | 802,122 | 0.06% | 0.05% | 2 | +1,551,622 | 10.79% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 12,759,066 | 642,291 | 0.17% | 0.18% | 3 | -95,381 | -0.74% | Q1 2026 | May 06, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 9,927,563 | 499,753 | 7.16% | 7.48% | 4 | +1,331,889 | 15.49% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 7,632,376 | 384,213 | 4.58% | 4.74% | 5 | -698,026 | -8.38% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 7,040,261 | 354,406 | 0.11% | 0.11% | 6 | -67,270 | -0.95% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,254,391 | 264,506 | 0.46% | 0.69% | 7 | -1,942,001 | -26.99% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 5,099,716 | 256,719 | 10.44% | 9.42% | 8 | -206,342 | -3.89% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Reduced | 5,091,228 | 256,292 | 0.04% | 0.05% | 9 | -542,477 | -9.63% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,939,267 | 198,302 | 0.04% | 0.03% | 10 | +602,708 | 18.06% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,827,440 | 193,105 | 0.04% | 0.04% | 11 | +633,903 | 19.85% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,815,078 | 141,711 | 0.02% | 0.03% | 12 | -327,392 | -10.42% | Q1 2026 | May 15, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 2,418,262 | 121,735 | 24.28% | 25.36% | 13 | -185,212 | -7.11% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,340,291 | 117,810 | 0.13% | 0.13% | 14 | -38,787 | -1.63% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,316,049 | 116,589 | 0.55% | 0.47% | 15 | +326,696 | 16.42% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,009,823 | 101,174 | 0.38% | 0.23% | 16 | +882,801 | 78.33% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 1,781,664 | 89,688 | 2.08% | 2.34% | 17 | -133,616 | -6.98% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,708,924 | 86,029 | 0.13% | 0.12% | 18 | +63,810 | 3.88% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,708,823 | 86,022 | 0.09% | 0.12% | 19 | -485,956 | -22.14% | Q1 2026 | May 13, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 1,677,866 | 84,463 | 12.56% | 12.81% | 20 | +20,603 | 1.24% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,527,134 | 76,875 | 0.14% | 0.12% | 21 | +235,333 | 18.22% | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,474,438 | 74,223 | 4.55% | 4.73% | 22 | +37,555 | 2.61% | Q1 2026 | Apr 20, 2026 |
| Global View Capital Management LLC | History | Added to | 1,377,489 | 69,342 | 18.41% | 10.44% | 23 | +264,727 | 23.79% | Q1 2026 | May 04, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 1,272,541 | 64,059 | 45.96% | 41.72% | 24 | +29,892 | 2.41% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,265,991 | 63,729 | 0.35% | 0.34% | 25 | +9,973 | 0.79% | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,261,965 | 63,527 | 0.02% | 0.01% | 26 | +322,613 | 34.34% | Q1 2026 | May 04, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 1,238,547 | 62,348 | 8.39% | 15.08% | 27 | -622,331 | -33.44% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,171,030 | 58,949 | 0.01% | 0.01% | 28 | +306,551 | 35.46% | Q1 2026 | May 05, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | New | 1,164,700 | 58,631 | 8.41% | — | 29 | +1,164,700 | New | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 1,120,648 | 56,413 | 2.51% | 1.55% | 30 | +455,952 | 68.6% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,107,390 | 55,745 | 0.05% | 0.04% | 31 | +278,636 | 33.62% | Q1 2026 | May 12, 2026 |
| Stenger Family Office, LLC | History | New | 1,009,122 | 50,799 | 8.97% | — | 32 | +1,009,122 | New | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 961,440 | 48,398 | 0.25% | 0.23% | 33 | +130,615 | 15.72% | Q1 2026 | May 08, 2026 |
| Encompass More Asset Management | History | Added to | 930,640 | 46,848 | 7.85% | 5.6% | 34 | +327,495 | 54.3% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 930,289 | 46,830 | 0.07% | 0.06% | 35 | +13,951 | 1.52% | Q1 2026 | Apr 27, 2026 |
| McGuire Investment Group, LLC | History | Added to | 895,079 | 45,058 | 5.09% | 4.23% | 36 | +108,513 | 13.8% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 894,474 | 45,027 | 0.14% | 0.16% | 37 | -199,109 | -18.21% | Q1 2026 | May 13, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 894,095 | 45,008 | 8.74% | 6.06% | 38 | +376,009 | 72.58% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 889,472 | 44,776 | 0.12% | 0.14% | 39 | -157,579 | -15.05% | Q1 2026 | Apr 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 868,238 | 43,707 | 0.9% | 0.7% | 40 | +171,389 | 24.59% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 861,142 | 43,349 | 0.12% | 0.12% | 41 | -60,502 | -6.56% | Q1 2026 | May 08, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 851,899 | 42,884 | 16.46% | 16.83% | 42 | -40,969 | -4.59% | Q1 2026 | May 12, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 832,449 | 41,905 | 21.54% | 4.27% | 43 | +688,955 | 480.13% | Q1 2026 | May 11, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 822,468 | 41,403 | 6.1% | 5.37% | 44 | +103,733 | 14.43% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 810,901 | 40,820 | 0.5% | 0.53% | 45 | -36,477 | -4.3% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 809,798 | 40,765 | 0.32% | 0.47% | 46 | -363,938 | -31.01% | Q1 2026 | May 01, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 807,604 | 40,654 | 5.88% | 4.31% | 47 | +166,393 | 25.95% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 778,937 | 39,211 | 0.37% | 0.15% | 48 | +500,035 | 179.29% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 776,241 | 39,076 | 0.0% | 0.0% | 49 | -130,458 | -14.39% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 772,932 | 38,909 | 2.98% | 0.33% | 50 | +692,112 | 856.36% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | New | 769,824 | 38,752 | 0.42% | — | 51 | +769,824 | New | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 764,110 | 38,465 | 0.91% | 0.89% | 52 | -24,613 | -3.12% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 743,381 | 37,421 | 0.16% | 0.03% | 53 | +602,562 | 427.9% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 735,163 | 37,008 | 0.6% | 0.21% | 54 | +517,405 | 237.61% | Q1 2026 | May 18, 2026 |
| Disciplina Capital Management LLC | History | Added to | 665,797 | 33,516 | 3.55% | 2.62% | 55 | +210,992 | 46.39% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 653,878 | 32,916 | 1.08% | 1.05% | 56 | +13,466 | 2.1% | Q1 2026 | May 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 651,298 | 32,786 | 15.36% | 17.11% | 57 | -74,513 | -10.27% | Q1 2026 | Apr 15, 2026 |
| Uniplan Investment Counsel, Inc. | History | Added to | 649,711 | 32,706 | 3.36% | 1.24% | 58 | +403,910 | 164.32% | Q1 2026 | May 15, 2026 |
| Hamilton Wealth, LLC | History | Added to | 643,608 | 32,399 | 2.3% | 0.86% | 59 | +553,898 | 617.43% | Q1 2026 | May 18, 2026 |
| Mariner, LLC | History | Added to | 627,323 | 31,579 | 0.04% | 0.01% | 60 | +383,547 | 157.34% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 623,069 | 31,365 | 0.06% | 0.06% | 61 | +12,179 | 1.99% | Q1 2026 | May 06, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 616,330 | 31,026 | 0.87% | 0.53% | 62 | +242,214 | 64.74% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 599,018 | 30,154 | 1.14% | 1.1% | 63 | -2,545 | -0.42% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | Added to | 590,380 | 29,719 | 2.42% | 2.54% | 64 | +42,175 | 7.69% | Q1 2026 | May 15, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 576,938 | 29,043 | 10.48% | 9.81% | 65 | +21,596 | 3.89% | Q1 2026 | Apr 30, 2026 |
| SYKON CAPITAL LLC | History | Added to | 561,762 | 28,279 | 9.42% | 3.29% | 66 | +357,947 | 175.62% | Q1 2026 | Apr 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 546,971 | 27,534 | 1.02% | 0.02% | 67 | +536,773 | 5263.51% | Q1 2026 | May 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 538,649 | 27,115 | 1.0% | 1.98% | 68 | -504,303 | -48.35% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 527,514 | 26,555 | 0.29% | 0.25% | 69 | +159,985 | 43.53% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 524,779 | 26,417 | 2.17% | 3.01% | 70 | -175,376 | -25.05% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 522,522 | 26,303 | 0.02% | 0.01% | 71 | +71,641 | 15.89% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 520,229 | 26,177 | 0.46% | 0.46% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 502,451 | 25,320 | 0.13% | 0.11% | 73 | +68,310 | 15.73% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 495,884 | 24,962 | 0.58% | 0.89% | 74 | +129,083 | 35.19% | Q1 2026 | Apr 27, 2026 |
| United Asset Strategies, Inc. | History | Added to | 482,711 | 24,299 | 1.93% | 1.65% | 75 | +58,090 | 13.68% | Q1 2026 | Apr 29, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 475,638 | 23,943 | 4.77% | 6.35% | 76 | -116,473 | -19.67% | Q1 2026 | May 01, 2026 |
| Client First Capital LLC | History | Added to | 468,583 | 23,588 | 10.23% | 9.57% | 77 | +17,215 | 3.81% | Q1 2026 | Apr 24, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 463,001 | 23,307 | 22.34% | 21.33% | 78 | +14,196 | 3.16% | Q1 2026 | Apr 16, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 455,153 | 22,926 | 15.61% | — | 79 | +455,153 | New | Q1 2026 | Apr 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 445,184 | 22,410 | 0.07% | 0.05% | 80 | +75,395 | 20.39% | Q1 2026 | May 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 438,370 | 22,179 | 1.49% | 14.0% | 81 | -26,885 | -5.78% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 435,187 | 21,907 | 0.12% | 0.09% | 82 | +109,089 | 33.45% | Q1 2026 | May 05, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 425,768 | 21,433 | 8.75% | 9.16% | 83 | -3,428 | -0.8% | Q1 2026 | Apr 08, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 418,825 | 21,083 | 2.0% | 2.03% | 84 | -11,266 | -2.62% | Q1 2026 | Apr 17, 2026 |
| New Perspectives, Inc | History | Reduced | 416,317 | 20,957 | 7.26% | 7.27% | 85 | -219 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Team Financial Group, LLC | History | Reduced | 397,299 | 20,000 | 9.08% | 10.37% | 86 | -57,131 | -12.57% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 394,137 | 19,840 | 0.16% | 0.14% | 87 | -1,141 | -0.29% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 391,879 | 19,723 | 0.01% | 0.01% | 88 | +99,310 | 33.94% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 388,807 | 19,572 | 0.21% | 0.21% | 89 | +27,211 | 7.53% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 380,923 | 19,175 | 0.14% | 0.11% | 90 | +112,552 | 41.94% | Q1 2026 | Apr 15, 2026 |
| Bonfire Financial | History | Added to | 375,546 | 18,904 | 14.23% | 12.02% | 91 | +55,688 | 17.41% | Q1 2026 | May 06, 2026 |
| Broussard Financial Group LLC | History | Added to | 372,953 | 18,774 | 15.02% | 14.0% | 92 | +29,783 | 8.68% | Q1 2026 | Apr 29, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 361,062 | 18,175 | 5.8% | 6.66% | 93 | -61,228 | -14.5% | Q1 2026 | Apr 23, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 359,264 | 18,085 | 10.77% | 11.42% | 94 | -14,697 | -3.93% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 357,790 | 18,011 | 0.35% | 0.33% | 95 | +26,696 | 8.06% | Q1 2026 | Apr 14, 2026 |
| Leo Wealth, LLC | History | Reduced | 344,162 | 17,520 | 1.27% | 1.67% | 96 | -110,975 | -24.38% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 345,770 | 17,406 | 0.03% | 0.02% | 97 | +25,632 | 8.01% | Q1 2026 | May 15, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 332,865 | 16,756 | 10.86% | 13.07% | 98 | -73,424 | -18.07% | Q1 2026 | Apr 07, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 323,506 | 16,285 | 5.33% | 2.9% | 99 | +108,974 | 50.8% | Q1 2026 | Apr 15, 2026 |
| Rare Wolf Capital LLC | History | Added to | 319,962 | 16,106 | 10.43% | 9.46% | 100 | +18,933 | 6.29% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 313,738 | 15,799 | 0.03% | 0.05% | 101 | -448,053 | -58.82% | Q1 2026 | Apr 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 312,861 | 15,749 | 0.04% | 0.04% | 102 | -12,660 | -3.89% | Q1 2026 | May 04, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 312,843 | 15,748 | 7.78% | 6.85% | 103 | +45,975 | 17.23% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 312,640 | 15,738 | 0.04% | 0.05% | 104 | -62,822 | -16.73% | Q1 2026 | May 14, 2026 |
| Howard Capital Management Inc. | History | Added to | 2,059,340 | 15,610 | 0.26% | 0.17% | 105 | +42,993 | 2.13% | Q1 2026 | May 05, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 307,754 | 15,492 | 13.95% | 7.74% | 106 | +151,334 | 96.75% | Q1 2026 | Apr 23, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 307,503 | 15,479 | 12.65% | 9.65% | 107 | -7,188 | -2.28% | Q1 2026 | May 11, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 304,532 | 15,330 | 2.82% | 3.06% | 108 | -9,912 | -3.15% | Q1 2026 | May 04, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 301,578 | 15,181 | 11.04% | 10.83% | 109 | +13,815 | 4.8% | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 301,496 | 15,177 | 0.26% | 0.28% | 110 | -4,071 | -1.33% | Q1 2026 | May 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 297,875 | 14,995 | 7.2% | 3.64% | 111 | +149,500 | 100.76% | Q1 2026 | May 12, 2026 |
| Napier Financial, LLC | History | Added to | 295,493 | 14,875 | 3.41% | 3.46% | 112 | +20,444 | 7.43% | Q1 2026 | May 05, 2026 |
| Sharper & Granite LLC | History | Reduced | 294,645 | 14,832 | 5.07% | 5.94% | 113 | -40,536 | -12.09% | Q1 2026 | Apr 08, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 293,886 | 14,794 | 4.32% | 6.3% | 114 | -134,448 | -31.39% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 292,783 | 14,738 | 0.08% | 0.08% | 115 | +11,909 | 4.24% | Q1 2026 | May 15, 2026 |
| Headland Capital, LLC | History | Added to | 287,202 | 14,457 | 4.07% | 3.91% | 116 | +7,918 | 2.84% | Q1 2026 | May 04, 2026 |
| Envision Financial LLC | History | Reduced | 285,395 | 14,366 | 7.73% | 8.98% | 117 | -52,094 | -15.44% | Q1 2026 | Apr 16, 2026 |
| Mueller Wealth, LLC | History | Added to | 284,750 | 14,334 | 11.43% | 11.15% | 118 | +17,002 | 6.35% | Q1 2026 | May 01, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 277,181 | 13,953 | 0.52% | 0.53% | 119 | -40,304 | -12.69% | Q1 2026 | Apr 21, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 275,161 | 13,851 | 0.87% | 1.36% | 120 | -160,649 | -36.86% | Q1 2026 | May 15, 2026 |
| Permanent Capital Management, LP | History | Reduced | 274,856 | 13,839 | 2.15% | 3.41% | 121 | -73,278 | -21.05% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 272,570 | 13,721 | 0.02% | 0.01% | 122 | +159,290 | 140.62% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 271,698 | 13,677 | 0.34% | 0.39% | 123 | -41,955 | -13.38% | Q1 2026 | Apr 29, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 270,133 | 13,598 | 3.07% | 3.1% | 124 | -1,925 | -0.71% | Q1 2026 | Apr 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 269,716 | 13,577 | 1.95% | 2.19% | 125 | -26,104 | -8.82% | Q1 2026 | May 13, 2026 |
| Allen Capital Group, LLC | History | No change | 266,312 | 13,400 | 1.23% | 1.23% | 126 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Intrua Financial, LLC | History | Added to | 265,065 | 13,343 | 1.38% | 1.35% | 127 | +11,019 | 4.34% | Q1 2026 | Apr 23, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 264,778 | 13,328 | 6.86% | 7.41% | 128 | -7,289 | -2.68% | Q1 2026 | Apr 24, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 264,707 | 13,325 | 1.94% | 7.2% | 129 | -746,848 | -73.83% | Q1 2026 | Apr 21, 2026 |
| Parisi Gray Wealth Management | History | Added to | 264,070 | 13,293 | 3.17% | 2.93% | 130 | +7,267 | 2.83% | Q1 2026 | Apr 08, 2026 |
| Procyon Advisors, LLC | History | Added to | 262,511 | 13,214 | 0.65% | 0.52% | 131 | +54,457 | 26.17% | Q1 2026 | May 04, 2026 |
| Vantage Point Financial LLC | History | Added to | 258,922 | 13,034 | 4.57% | 1.52% | 132 | +174,725 | 207.52% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 258,347 | 13,005 | 0.34% | 0.78% | 133 | -382,886 | -59.71% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 246,746 | 12,421 | 0.66% | 0.59% | 134 | +24,464 | 11.01% | Q1 2026 | Apr 17, 2026 |
| Lauer Wealth, LLC | History | Reduced | 244,879 | 12,336 | 9.83% | 10.45% | 135 | -34,668 | -12.4% | Q1 2026 | Apr 13, 2026 |
| Leibman Financial Services, Inc. | History | Reduced | 244,499 | 12,308 | 9.04% | 10.73% | 136 | -50,994 | -17.26% | Q1 2026 | Apr 13, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 239,376 | 12,050 | 4.3% | 4.35% | 137 | -1,203 | -0.5% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 239,275 | 12,045 | 0.5% | — | 138 | +239,275 | New | Q1 2026 | May 14, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 236,931 | 11,931 | 2.58% | 2.7% | 139 | -11,121 | -4.48% | Q1 2026 | Apr 08, 2026 |
| Vigilare Wealth Management | History | Added to | 234,750 | 11,817 | 3.99% | 0.13% | 140 | +226,881 | 2883.23% | Q1 2026 | Apr 01, 2026 |
| Christian Investment Advisors, Inc. | History | Reduced | 230,445 | 11,602 | 7.33% | 12.24% | 141 | -69,812 | -23.25% | Q1 2026 | May 08, 2026 |
| WT Wealth Management | History | Added to | 221,260 | 11,138 | 3.31% | 2.86% | 142 | +23,478 | 11.87% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | Added to | 214,730 | 10,809 | 0.82% | 0.04% | 143 | +209,665 | 4139.49% | Q1 2026 | Apr 28, 2026 |
| Keebeck Wealth Management | History | Added to | 211,979 | 10,671 | 1.2% | 0.95% | 144 | +47,670 | 29.01% | Q1 2026 | May 14, 2026 |
| Family Legacy Financial Solutions, LLC | History | Reduced | 210,687 | 10,605 | 8.57% | 12.63% | 145 | -114,911 | -35.29% | Q1 2026 | Apr 15, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 207,782 | 10,459 | 2.53% | 2.54% | 146 | -687 | -0.33% | Q1 2026 | May 05, 2026 |
| Haven Private, LLC | History | Reduced | 203,798 | 10,259 | 4.47% | 5.44% | 147 | -43,503 | -17.59% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 203,054 | 10,221 | 0.06% | 0.07% | 148 | -15,356 | -7.03% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 200,000 | 10,068 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | Reduced | 199,765 | 10,056 | 2.24% | 2.27% | 150 | -7,548 | -3.64% | Q1 2026 | Apr 27, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 195,251 | 9,828 | 1.68% | 1.76% | 151 | -18,063 | -8.47% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 192,431 | 9,686 | 0.11% | 0.14% | 152 | -46,623 | -19.5% | Q1 2026 | Apr 28, 2026 |
| SFM, LLC | History | Added to | 184,965 | 9,311 | 5.63% | 5.37% | 153 | +2,867 | 1.57% | Q1 2026 | Apr 08, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 184,836 | 9,304 | 0.93% | 0.63% | 154 | +58,886 | 46.75% | Q1 2026 | Apr 15, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 184,627 | 9,294 | 0.8% | 0.83% | 155 | -6,179 | -3.24% | Q1 2026 | Apr 07, 2026 |
| Warner Group LLC | History | Added to | 183,374 | 9,231 | 6.03% | 5.4% | 156 | +9,344 | 5.37% | Q1 2026 | Apr 29, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 178,971 | 9,009 | 3.58% | 3.4% | 157 | -2,973 | -1.63% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 178,840 | 8,999 | 0.06% | 0.07% | 158 | -14,425 | -7.46% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 175,039 | 8,811 | 9.3% | 8.97% | 159 | -3,931 | -2.2% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 174,287 | 8,773 | 0.39% | 0.49% | 160 | -33,372 | -16.07% | Q1 2026 | Apr 28, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 172,125 | 8,664 | 0.21% | 0.25% | 161 | -21,334 | -11.03% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | No change | 165,095 | 8,310 | 0.18% | 0.18% | 162 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 161,111 | 8,110 | 0.1% | 0.16% | 163 | -96,854 | -37.55% | Q1 2026 | Apr 28, 2026 |
| Transcendent Capital Group LLC | History | New | 160,328 | 8,070 | 3.68% | — | 164 | +160,328 | New | Q1 2026 | Apr 27, 2026 |
| Mason & Associates Inc | History | Reduced | 158,697 | 7,988 | 1.55% | 1.93% | 165 | -45,606 | -22.32% | Q1 2026 | Apr 30, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 156,923 | 7,899 | 6.21% | 6.84% | 166 | +14,148 | 9.91% | Q1 2026 | Apr 02, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 155,364 | 7,821 | 2.16% | 1.49% | 167 | +61,751 | 65.96% | Q1 2026 | Apr 09, 2026 |
| ORG Partners LLC | History | No change | 153,990 | 7,748 | 1.36% | 1.36% | 168 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 151,841 | 7,652 | 0.76% | 1.07% | 169 | -9,370 | -5.81% | Q1 2026 | May 12, 2026 |
| Sanchez Wealth Management Group | History | Added to | 150,935 | 7,598 | 1.64% | 1.54% | 171 | +8,204 | 5.75% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | Added to | 150,935 | 7,598 | 0.01% | 0.01% | 170 | +4,238 | 2.89% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 146,461 | 7,372 | 0.01% | 0.01% | 172 | +26,420 | 22.01% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 145,414 | 7,320 | 0.27% | 0.21% | 173 | +29,954 | 25.94% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 144,075 | 7,257 | 0.41% | 0.36% | 174 | +23,145 | 19.14% | Q1 2026 | Apr 17, 2026 |
| Reality Financial Planning Services, LLC | History | Added to | 142,494 | 7,173 | 6.92% | 6.17% | 175 | +14,417 | 11.26% | Q1 2026 | Apr 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 138,562 | 6,975 | 0.08% | — | 176 | +138,562 | New | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 138,223 | 6,958 | 0.09% | 0.08% | 177 | +28,960 | 26.5% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 136,982 | 6,895 | 1.62% | 1.67% | 178 | +63 | 0.05% | Q1 2026 | Apr 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 136,841 | 6,888 | 0.09% | 0.1% | 179 | -1,332 | -0.96% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 135,765 | 6,834 | 0.01% | 0.01% | 180 | +36,997 | 37.46% | Q1 2026 | May 05, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 133,059 | 6,698 | 0.77% | 0.68% | 181 | +10,343 | 8.43% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 129,696 | 6,528 | 0.48% | 0.44% | 182 | +6,287 | 5.09% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 128,831 | 6,485 | 0.04% | 0.04% | 183 | -307 | -0.24% | Q1 2026 | May 05, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 127,829 | 6,435 | 6.17% | 10.85% | 184 | -98,547 | -43.53% | Q1 2026 | May 15, 2026 |
| Daviman Financial, LLC | History | No change | 122,966 | 6,190 | 3.66% | 3.63% | 185 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Added to | 119,503 | 6,015 | 0.18% | 0.04% | 186 | +89,379 | 296.7% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 117,914 | 5,935 | 0.23% | 0.33% | 187 | +58,658 | 98.99% | Q1 2026 | May 15, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 116,816 | 5,880 | 1.5% | 1.72% | 188 | -2,572 | -2.15% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Added to | 116,396 | 5,859 | 0.12% | 0.05% | 189 | +70,648 | 154.43% | Q1 2026 | Apr 13, 2026 |
| F&V Capital Management, LLC | History | Added to | 115,511 | 5,815 | 1.23% | 0.99% | 190 | +23,065 | 24.95% | Q1 2026 | Apr 27, 2026 |
| Cypress Capital, LLC | History | Reduced | 113,716 | 5,724 | 1.63% | 7.98% | 191 | -452,416 | -79.91% | Q1 2026 | Apr 28, 2026 |
| TD Capital Management LLC | History | Reduced | 113,656 | 5,721 | 0.51% | 0.64% | 192 | -29,393 | -20.55% | Q1 2026 | May 11, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 112,397 | 5,658 | 2.14% | 0.96% | 193 | +61,159 | 119.36% | Q1 2026 | May 14, 2026 |
| Independent Wealth Advisors LLC | History | Reduced | 111,534 | 5,614 | 5.51% | 7.19% | 194 | -25,326 | -18.51% | Q1 2026 | May 22, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 111,278 | 5,602 | 0.23% | 0.2% | 195 | +23,841 | 27.27% | Q1 2026 | May 12, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 111,097 | 5,592 | 3.28% | 3.16% | 196 | +5,970 | 5.68% | Q1 2026 | Apr 21, 2026 |
| Hobart Private Capital, LLC | History | Added to | 110,183 | 5,546 | 1.09% | 1.03% | 197 | +5,621 | 5.38% | Q1 2026 | Apr 07, 2026 |
| Second Line Capital, LLC | History | Added to | 109,126 | 5,494 | 1.04% | 1.01% | 198 | +11,928 | 12.27% | Q1 2026 | May 14, 2026 |
| Friedenthal Financial | History | Added to | 108,067 | 5,440 | 2.73% | 0.59% | 199 | +85,161 | 371.78% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Added to | 107,911 | 5,432 | 0.14% | 0.14% | 200 | +13,895 | 14.78% | Q1 2026 | May 14, 2026 |
| LWM Advisory Services, LLC | History | Added to | 107,469 | 5,410 | 5.78% | 2.73% | 201 | +15,000 | 16.22% | Q1 2026 | Apr 28, 2026 |
| Optivise Advisory Services LLC | History | New | 106,875 | 5,380 | 3.26% | — | 202 | +106,875 | New | Q1 2026 | Apr 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 105,562 | 5,313 | 0.04% | 0.04% | 203 | -1,000 | -0.94% | Q1 2026 | Apr 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 105,051 | 5,288 | 0.39% | 0.37% | 204 | -4,368 | -3.99% | Q1 2026 | Apr 20, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 103,599 | 5,215 | 3.44% | 9.44% | 205 | -164,066 | -61.3% | Q1 2026 | Apr 30, 2026 |
| StoneX Group Inc. | History | Added to | 97,996 | 4,933 | 0.27% | 0.2% | 206 | +6,808 | 7.47% | Q1 2026 | May 14, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 95,923 | 4,828 | 2.2% | 2.13% | 207 | +3,115 | 3.36% | Q1 2026 | Apr 22, 2026 |
| CIM, LLC | History | Added to | 92,133 | 4,637 | 0.67% | 0.6% | 208 | +999 | 1.1% | Q1 2026 | May 18, 2026 |
| Ellevest, Inc. | History | Reduced | 90,267 | 4,544 | 0.63% | 0.7% | 209 | -9,915 | -9.9% | Q1 2026 | May 11, 2026 |
| Edgestream Partners, L.P. | History | Added to | 88,735 | 4,466 | 0.15% | 0.08% | 210 | +35,086 | 65.4% | Q1 2026 | May 18, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 88,527 | 4,456 | 0.06% | 0.04% | 211 | +26,556 | 42.85% | Q1 2026 | Apr 21, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 87,899 | 4,424 | 0.79% | 1.04% | 212 | -20,852 | -19.17% | Q1 2026 | Apr 15, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 86,891 | 4,374 | 0.7% | 0.73% | 213 | -4,516 | -4.94% | Q1 2026 | Apr 28, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 86,472 | 4,352 | 6.36% | 6.38% | 214 | +546 | 0.64% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | Reduced | 85,600 | 4,309 | 0.16% | 0.23% | 215 | -15,765 | -15.55% | Q1 2026 | May 19, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 85,178 | 4,287 | 0.1% | 0.15% | 216 | -38,268 | -31.0% | Q1 2026 | May 04, 2026 |
| Centennial Bank/AR/ | History | Added to | 84,888 | 4,273 | 1.53% | 0.28% | 217 | +71,064 | 514.06% | Q1 2026 | May 06, 2026 |
| Activest Wealth Management | History | Reduced | 83,209 | 4,188 | 0.74% | 1.1% | 218 | -34,095 | -29.07% | Q1 2026 | Apr 15, 2026 |
| First Financial Group Corp | History | Reduced | 81,624 | 4,108 | 3.35% | 3.55% | 219 | -1,227 | -1.48% | Q1 2026 | Apr 22, 2026 |
| M Wealth Management, LLC | History | Added to | 81,328 | 4,094 | 3.45% | 3.54% | 220 | +463 | 0.57% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 80,626 | 4,058 | 0.44% | 0.56% | 221 | -25,273 | -23.87% | Q1 2026 | Apr 28, 2026 |
| Andina Capital Management, LLC | History | Reduced | 80,071 | 4,030 | 3.56% | 4.83% | 222 | -78,711 | -49.57% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 79,530 | 4,003 | 0.04% | 0.0% | 223 | +70,165 | 749.23% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 77,959 | 3,924 | 0.27% | 0.13% | 224 | +40,114 | 106.0% | Q1 2026 | Apr 21, 2026 |
| JT Stratford LLC | History | Added to | 76,946 | 3,873 | 0.49% | 0.43% | 225 | +10,106 | 15.12% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 76,834 | 3,867 | 0.14% | 0.15% | 226 | -10,605 | -12.13% | Q1 2026 | Apr 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 75,007 | 3,775 | 0.21% | 0.07% | 227 | +52,950 | 240.06% | Q1 2026 | Apr 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 74,882 | 3,769 | 0.15% | 0.13% | 228 | +3,221 | 4.49% | Q1 2026 | May 12, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 74,728 | 3,761 | 0.38% | 0.4% | 229 | -4,845 | -6.09% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | New | 74,580 | 3,754 | 0.08% | — | 230 | +74,580 | New | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 74,407 | 3,745 | 0.05% | 0.04% | 231 | +23,808 | 47.05% | Q1 2026 | May 15, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 74,083 | 3,729 | 3.14% | 3.34% | 232 | -1,098 | -1.46% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 73,684 | 3,709 | 0.03% | 0.02% | 233 | +47,387 | 180.2% | Q1 2026 | May 15, 2026 |
| GreatBanc Trust CO | History | Added to | 73,081 | 3,678 | 2.57% | 1.14% | 234 | +40,800 | 126.39% | Q1 2026 | Apr 30, 2026 |
| GatePass Capital, LLC | History | Reduced | 73,000 | 3,674 | 1.71% | 1.97% | 235 | -3,050 | -4.01% | Q1 2026 | May 06, 2026 |
| Sankala Group LLC | History | Added to | 72,874 | 3,668 | 3.0% | 1.48% | 236 | +36,205 | 98.73% | Q1 2026 | Mar 31, 2026 |
| Global Assets Advisory, LLC | History | Added to | 72,319 | 3,640 | 1.04% | 0.64% | 237 | +27,713 | 62.13% | Q1 2026 | May 01, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 72,223 | 3,635 | 0.12% | 0.13% | 238 | +993 | 1.39% | Q1 2026 | May 07, 2026 |
| Bravias Capital Group, LLC | History | Added to | 72,181 | 3,633 | 2.38% | 1.6% | 239 | +19,707 | 37.56% | Q1 2026 | Apr 28, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 71,642 | 3,606 | 1.51% | 2.5% | 240 | -46,940 | -39.58% | Q1 2026 | May 15, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 69,621 | 3,504 | 3.19% | 3.62% | 241 | -8,457 | -10.83% | Q1 2026 | Apr 23, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | New | 68,713 | 3,459 | 0.41% | — | 242 | +68,713 | New | Q1 2026 | May 04, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 66,479 | 3,347 | 0.55% | 0.42% | 243 | +16,512 | 33.05% | Q1 2026 | May 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 65,973 | 3,321 | 0.42% | — | 244 | +65,973 | New | Q1 2026 | May 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 65,233 | 3,283 | 0.16% | 0.09% | 245 | +27,808 | 74.3% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Reduced | 65,131 | 3,278 | 0.02% | 0.03% | 246 | -15,814 | -19.54% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 63,786 | 3,210 | 0.05% | 0.05% | 247 | -12 | -0.02% | Q1 2026 | May 05, 2026 |
| NOVEM GROUP | History | Reduced | 63,283 | 3,185 | 0.36% | 0.57% | 248 | -35,755 | -36.1% | Q1 2026 | Apr 10, 2026 |
| Financially in Tune, LLC | History | Added to | 63,162 | 3,179 | 2.73% | 2.96% | 249 | +220 | 0.35% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 63,081 | 3,175 | 0.18% | 0.17% | 250 | +1,064 | 1.72% | Q1 2026 | Apr 30, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 63,034 | 3,173 | 0.29% | 0.04% | 251 | +53,514 | 562.12% | Q1 2026 | May 04, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 61,793 | 3,110 | 0.23% | 0.32% | 252 | -25,283 | -29.04% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 61,589 | 3,100 | 0.01% | 0.01% | 253 | -1,522 | -2.41% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 61,409 | 3,091 | 0.05% | 0.05% | 254 | -3,347 | -5.17% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 60,995 | 3,070 | 0.01% | 0.0% | 255 | +36,865 | 152.78% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Reduced | 59,823 | 3,011 | 0.67% | 0.77% | 256 | -8,245 | -12.11% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 59,402 | 2,990 | 0.07% | 0.06% | 257 | +7,195 | 13.78% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 59,049 | 2,972 | 0.07% | 0.1% | 258 | -24,821 | -29.59% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 57,547 | 2,896 | 0.4% | 0.23% | 259 | +24,362 | 73.41% | Q1 2026 | Apr 22, 2026 |
| SG Trading Solutions, LLC | History | No change | 57,149 | 2,876 | 0.67% | 0.67% | 260 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 57,095 | 2,874 | 0.0% | 0.0% | 261 | +1,961 | 3.56% | Q1 2026 | Apr 27, 2026 |
| Smart Money Group LLC | History | Reduced | 56,732 | 2,855 | 0.83% | 0.93% | 262 | -6,917 | -10.87% | Q1 2026 | May 05, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 54,751 | 2,756 | 0.68% | 1.77% | 263 | +16,298 | 42.38% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Added to | 54,249 | 2,730 | 0.61% | 0.45% | 264 | +16,723 | 44.56% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 54,130 | 2,724 | 0.05% | 0.05% | 265 | -1,299 | -2.34% | Q1 2026 | Apr 17, 2026 |
| Whalen Wealth Management Inc. | History | New | 53,317 | 2,683 | 1.44% | — | 266 | +53,317 | New | Q1 2026 | Apr 13, 2026 |
| NWAM LLC | History | Reduced | 52,748 | 2,655 | 0.15% | 0.15% | 267 | -253 | -0.48% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 52,445 | 2,640 | 0.13% | 0.14% | 268 | -6,268 | -10.68% | Q1 2026 | May 05, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 51,890 | 2,612 | 1.71% | 1.45% | 269 | +10,175 | 24.39% | Q1 2026 | Apr 23, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 51,681 | 2,601 | 0.3% | 0.29% | 270 | -1,849 | -3.45% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 51,641 | 2,599 | 0.22% | 0.22% | 271 | +166 | 0.32% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 51,366 | 2,585 | 0.18% | 0.18% | 272 | -525 | -1.01% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 49,490 | 2,491 | 0.01% | 0.01% | 273 | +445 | 0.91% | Q1 2026 | Apr 22, 2026 |
| SFMG, LLC | History | No change | 49,340 | 2,483 | 0.17% | 0.17% | 274 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | Reduced | 49,304 | 2,481 | 0.24% | 0.39% | 275 | -33,830 | -40.69% | Q1 2026 | Apr 21, 2026 |
| Alpha Zero LLC | History | Reduced | 48,615 | 2,447 | 1.24% | 10.92% | 277 | -348,721 | -87.76% | Q1 2026 | May 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 48,618 | 2,447 | 0.16% | 0.15% | 276 | +466 | 0.97% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 48,600 | 2,446 | 0.09% | 0.09% | 278 | -307 | -0.63% | Q1 2026 | Apr 20, 2026 |
| National Wealth Management Group, LLC | History | Added to | 48,449 | 2,438 | 0.91% | 0.66% | 279 | +10,825 | 28.77% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 48,176 | 2,425 | 0.0% | 0.0% | 280 | +22,293 | 86.13% | Q1 2026 | May 12, 2026 |
| Portland Financial Advisors Inc | History | Added to | 47,281 | 2,380 | 4.95% | 4.93% | 281 | +1,189 | 2.58% | Q1 2026 | Apr 27, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 46,560 | 2,343 | 1.61% | 1.85% | 282 | -8,196 | -14.97% | Q1 2026 | May 06, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 46,266 | 2,329 | 0.23% | 0.05% | 283 | +37,058 | 402.45% | Q1 2026 | May 06, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 44,499 | 2,240 | 0.44% | 0.71% | 284 | -24,542 | -35.55% | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 44,468 | 2,238 | 0.24% | 0.16% | 285 | +14,257 | 47.19% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 43,392 | 2,183 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 42,914 | 2,160 | 0.9% | 1.02% | 287 | +62 | 0.14% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 42,803 | 2,154 | 0.02% | 0.02% | 288 | -4,717 | -9.93% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 42,783 | 2,153 | 1.0% | 1.06% | 289 | -6,043 | -12.38% | Q1 2026 | May 04, 2026 |
| GTS FINANCIAL, LLC | History | New | 42,372 | 2,132 | 1.69% | — | 290 | +42,372 | New | Q1 2026 | May 19, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 42,234 | 2,126 | 0.52% | 0.46% | 291 | +4,642 | 12.35% | Q1 2026 | Apr 08, 2026 |
| Westmount Partners, LLC | History | Added to | 42,126 | 2,120 | 0.52% | 0.53% | 292 | +50 | 0.12% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 41,593 | 2,093 | 0.0% | 0.0% | 293 | +31,803 | 324.85% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 41,428 | 2,085 | 0.08% | 0.07% | 294 | +4,345 | 11.72% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 41,369 | 2,082 | 0.0% | 0.01% | 295 | -40,131 | -49.24% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 40,980 | 2,062 | 0.18% | 0.15% | 296 | +6,701 | 19.55% | Q1 2026 | Apr 30, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 40,836 | 2,055 | 1.31% | — | 297 | +40,836 | New | Q1 2026 | Apr 23, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Added to | 40,376 | 2,032 | 1.87% | 0.74% | 298 | +24,406 | 152.82% | Q1 2026 | Apr 21, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 40,267 | 2,027 | 0.71% | 0.81% | 299 | -4,222 | -9.49% | Q1 2026 | Apr 21, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 39,931 | 2,010 | 0.69% | 0.9% | 300 | -10,354 | -20.59% | Q1 2026 | Apr 27, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 39,186 | 1,972 | 0.4% | 0.35% | 301 | +3,200 | 8.89% | Q1 2026 | May 15, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 39,170 | 1,971 | 0.43% | 0.66% | 302 | -20,540 | -34.4% | Q1 2026 | Apr 30, 2026 |
| Compass Financial Services Inc | History | Added to | 38,991 | 1,962 | 0.85% | 0.78% | 303 | +3,227 | 9.02% | Q1 2026 | May 01, 2026 |
| IFS Advisors, LLC | History | Added to | 38,497 | 1,937 | 1.0% | 0.88% | 304 | +4,991 | 14.9% | Q1 2026 | Apr 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 38,283 | 1,927 | 0.0% | 0.0% | 305 | +36,159 | 1702.4% | Q1 2026 | May 01, 2026 |
| Herold Advisors, Inc. | History | Reduced | 37,562 | 1,890 | 0.42% | 0.49% | 306 | -5,594 | -12.96% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 37,189 | 1,872 | 0.37% | 0.37% | 307 | +1,390 | 3.88% | Q1 2026 | May 12, 2026 |
| Eagle Strategies LLC | History | Added to | 36,818 | 1,853 | 0.22% | 0.23% | 308 | +912 | 2.54% | Q1 2026 | Apr 20, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 36,267 | 1,825 | 0.66% | 0.92% | 309 | -304 | -0.83% | Q1 2026 | May 12, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | Reduced | 36,000 | 1,812 | 2.05% | 2.28% | 310 | -5,650 | -13.57% | Q1 2026 | May 04, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 35,792 | 1,801 | 1.05% | 0.96% | 312 | +4,627 | 14.85% | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 35,791 | 1,801 | 0.19% | 0.21% | 311 | -2,230 | -5.87% | Q1 2026 | May 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 34,297 | 1,725 | 0.37% | 0.11% | 313 | +24,433 | 247.7% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 33,435 | 1,683 | 0.01% | 0.01% | 314 | -990 | -2.88% | Q1 2026 | Apr 07, 2026 |
| Cypress Capital Group | History | Added to | 33,095 | 1,666 | 0.19% | 0.02% | 315 | +28,675 | 648.76% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 33,104 | 1,666 | 0.08% | 0.08% | 316 | -772 | -2.28% | Q1 2026 | Apr 27, 2026 |
| HF Advisory Group, LLC | History | Added to | 32,361 | 1,629 | 0.56% | 0.53% | 317 | +2,013 | 6.63% | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Added to | 31,893 | 1,605 | 0.08% | 0.06% | 319 | +2,844 | 9.79% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 31,892 | 1,605 | 0.02% | 0.02% | 318 | -1,193 | -3.61% | Q1 2026 | May 01, 2026 |
| BDFS Capital LLC | History | Reduced | 31,878 | 1,604 | 0.77% | 0.84% | 320 | -1,368 | -4.11% | Q1 2026 | Apr 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 31,331 | 1,578 | 0.35% | 0.39% | 321 | -374 | -1.18% | Q1 2026 | May 08, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 31,187 | 1,569 | 1.04% | 1.03% | 322 | +276 | 0.89% | Q1 2026 | May 07, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 31,000 | 1,559 | 1.33% | 1.33% | 323 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 30,596 | 1,540 | 1.04% | 1.17% | 324 | -4,495 | -12.81% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 30,309 | 1,525 | 0.02% | 0.02% | 325 | +215 | 0.71% | Q1 2026 | May 05, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 29,568 | 1,488 | 0.27% | 0.32% | 326 | -4,382 | -12.91% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 29,546 | 1,487 | 0.02% | 0.02% | 327 | +10,020 | 51.32% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 28,746 | 1,447 | 0.11% | 0.1% | 328 | +1,711 | 6.33% | Q1 2026 | Apr 08, 2026 |
| Berger Financial Group, Inc | History | Reduced | 28,112 | 1,415 | 0.08% | 0.08% | 329 | -795 | -2.75% | Q1 2026 | Apr 28, 2026 |
| Sierra Capital LLC | History | No change | 28,010 | 1,410 | 0.15% | 0.15% | 330 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Watchman Group, Inc. | History | Reduced | 27,825 | 1,400 | 0.34% | 0.52% | 331 | -15,850 | -36.29% | Q1 2026 | Apr 20, 2026 |
| Peck Wealth Management, LLC | History | New | 27,525 | 1,385 | 1.39% | — | 332 | +27,525 | New | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 26,982 | 1,358 | 0.04% | 0.02% | 333 | +8,465 | 45.71% | Q1 2026 | Apr 28, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 26,830 | 1,350 | 0.62% | 1.37% | 334 | -50,712 | -65.4% | Q1 2026 | May 05, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 26,686 | 1,343 | 0.43% | 0.49% | 335 | -618 | -2.26% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 26,472 | 1,332 | 0.1% | 0.11% | 336 | -1,456 | -5.21% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 26,337 | 1,325 | 0.0% | 0.0% | 337 | +13,021 | 97.78% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 26,148 | 1,316 | 0.02% | 0.03% | 338 | -9,274 | -26.18% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 25,586 | 1,288 | 0.08% | 0.06% | 339 | -1,384 | -5.13% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 25,519 | 1,284 | 0.15% | 0.42% | 340 | -35,698 | -58.31% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | No change | 25,365 | 1,276 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 25,323 | 1,274 | 0.38% | 0.36% | 342 | +1,299 | 5.41% | Q1 2026 | May 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 25,310 | 1,273 | 0.06% | 0.06% | 343 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 25,224 | 1,269 | 0.03% | 0.04% | 344 | -12,553 | -33.23% | Q1 2026 | Apr 15, 2026 |
| MKT Advisors LLC | History | Added to | 25,010 | 1,259 | 0.42% | 0.32% | 345 | +6,339 | 33.95% | Q1 2026 | Apr 10, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 24,758 | 1,246 | 0.22% | 0.21% | 346 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | New | 24,615 | 1,239 | 0.14% | — | 347 | +24,615 | New | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 24,513 | 1,233 | 0.2% | 0.43% | 348 | -38,410 | -61.04% | Q1 2026 | May 15, 2026 |
| Vericrest Private Wealth | History | Added to | 24,464 | 1,231 | 1.1% | 1.01% | 349 | +1,897 | 8.41% | Q1 2026 | May 06, 2026 |
| Triad Wealth Partners, LLC | History | New | 24,070 | 1,211 | 0.1% | — | 350 | +24,070 | New | Q1 2026 | Apr 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 23,854 | 1,200 | 0.49% | 0.47% | 351 | +2,053 | 9.42% | Q1 2026 | May 05, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 23,799 | 1,198 | 0.23% | 0.92% | 352 | -71,884 | -75.13% | Q1 2026 | Apr 15, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 23,417 | 1,178 | 0.77% | 0.77% | 353 | +59 | 0.25% | Q1 2026 | May 13, 2026 |
| XY Planning Network, Inc. | History | Reduced | 23,313 | 1,173 | 0.19% | 0.27% | 354 | -7,137 | -23.44% | Q1 2026 | Apr 14, 2026 |
| Impact Capital Partners LLC | History | Added to | 23,172 | 1,166 | 0.35% | 0.34% | 355 | +65 | 0.28% | Q1 2026 | Apr 10, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 23,157 | 1,165 | 0.39% | 0.31% | 356 | +4,469 | 23.91% | Q1 2026 | Apr 21, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 23,068 | 1,161 | 0.48% | 0.45% | 357 | -204 | -0.88% | Q1 2026 | May 07, 2026 |
| North Forty Two & Co. | History | Reduced | 23,040 | 1,159 | 1.07% | 1.12% | 358 | -500 | -2.12% | Q1 2026 | Apr 21, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 22,684 | 1,141 | 0.43% | 0.4% | 359 | +866 | 3.97% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 22,100 | 1,112 | 0.0% | 0.0% | 360 | -3 | -0.01% | Q1 2026 | May 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 21,819 | 1,098 | 0.07% | 0.06% | 361 | +184 | 0.85% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,686 | 1,091 | 0.01% | 0.01% | 362 | -9,614 | -30.72% | Q1 2026 | Apr 29, 2026 |
| VICUS CAPITAL | History | Added to | 21,405 | 1,077 | 0.08% | 0.07% | 363 | +1,997 | 10.29% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 21,082 | 1,061 | 0.35% | 0.34% | 364 | +761 | 3.74% | Q1 2026 | Apr 09, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 20,869 | 1,051 | 0.03% | 0.03% | 365 | -352 | -1.66% | Q1 2026 | Apr 21, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 20,665 | 1,040 | 0.06% | 0.06% | 366 | -1,455 | -6.58% | Q1 2026 | Apr 20, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 20,602 | 1,037 | 0.62% | 0.73% | 367 | -557 | -2.63% | Q1 2026 | May 14, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 20,549 | 1,034 | 0.28% | 0.99% | 368 | -47,935 | -69.99% | Q1 2026 | May 13, 2026 |
| Retireful, LLC | History | New | 20,496 | 1,031 | 1.45% | — | 369 | +20,496 | New | Q1 2026 | Apr 15, 2026 |
| Elevation Capital Advisory, LLC | History | New | 20,215 | 1,017 | 0.43% | — | 370 | +20,215 | New | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 20,181 | 1,015 | 0.0% | 0.01% | 371 | -1,569 | -7.21% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 19,733 | 993 | 0.05% | 0.05% | 372 | +2,780 | 16.4% | Q1 2026 | May 11, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 19,518 | 982 | 0.19% | 0.1% | 373 | +9,191 | 89.0% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 19,503 | 981 | 0.08% | 0.3% | 374 | -57,940 | -74.82% | Q1 2026 | Apr 10, 2026 |
| Fiduciary Alliance LLC | History | Added to | 19,450 | 980 | 0.06% | 0.06% | 375 | +428 | 2.25% | Q1 2026 | Apr 20, 2026 |
| ASL Financial, LLC | History | Reduced | 19,385 | 975 | 0.78% | 0.81% | 376 | -1,195 | -5.81% | Q1 2026 | Apr 09, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 19,269 | 970 | 0.04% | 0.06% | 377 | -7,101 | -26.93% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 18,781 | 945 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 18,654 | 939 | 0.16% | 0.28% | 379 | -14,476 | -43.69% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 18,594 | 936 | 0.01% | — | 380 | +18,594 | New | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 18,389 | 925 | 0.05% | 0.05% | 381 | +993 | 5.71% | Q1 2026 | Apr 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 18,318 | 922 | 0.05% | 0.05% | 382 | +146 | 0.8% | Q1 2026 | May 13, 2026 |
| Bank of Marin | History | Reduced | 18,165 | 914 | 0.67% | 0.7% | 384 | -2,038 | -10.09% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 18,167 | 914 | 0.05% | 0.04% | 383 | +1,605 | 9.69% | Q1 2026 | May 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 18,025 | 907 | 0.33% | 0.3% | 385 | +158 | 0.88% | Q1 2026 | May 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 18,014 | 906 | 0.07% | 0.08% | 387 | -1,243 | -6.45% | Q1 2026 | Apr 27, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 18,000 | 906 | 0.07% | 0.07% | 386 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 17,860 | 899 | 0.13% | 0.14% | 388 | +367 | 2.1% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 17,710 | 891 | 0.01% | 0.01% | 389 | +1,401 | 8.59% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 17,546 | 883 | 0.1% | 0.19% | 390 | -15,882 | -47.51% | Q1 2026 | May 01, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 17,514 | 881 | 0.19% | 0.2% | 391 | -1,796 | -9.3% | Q1 2026 | May 05, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 17,362 | 874 | 0.56% | 0.54% | 392 | -2 | -0.01% | Q1 2026 | Apr 23, 2026 |
| Moors & Cabot, Inc. | History | Added to | 17,321 | 871 | 0.04% | 0.04% | 393 | +169 | 0.99% | Q1 2026 | May 08, 2026 |
| National Philanthropic Trust | History | Added to | 17,268 | 869 | 0.01% | 0.01% | 394 | +4,801 | 38.51% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Reduced | 17,068 | 859 | 0.33% | 0.48% | 395 | -8,532 | -33.33% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Added to | 16,692 | 840 | 0.02% | 0.02% | 396 | +1,674 | 11.15% | Q1 2026 | Apr 09, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 16,615 | 836 | 0.09% | 0.09% | 397 | +147 | 0.89% | Q1 2026 | Apr 16, 2026 |
| First PREMIER Bank | History | Reduced | 16,454 | 828 | 0.19% | 0.21% | 398 | -1,671 | -9.22% | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | Reduced | 16,352 | 823 | 0.01% | 0.01% | 399 | -2,233 | -12.02% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 16,309 | 820 | 0.01% | 0.01% | 400 | +30 | 0.18% | Q1 2026 | May 12, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 16,176 | 814 | 0.22% | 0.16% | 401 | +4,270 | 35.86% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Reduced | 16,045 | 807 | 0.0% | 0.01% | 402 | -16,525 | -50.74% | Q1 2026 | May 04, 2026 |
| Pathstone Holdings, LLC | History | Added to | 15,638 | 787 | 0.0% | 0.0% | 403 | +2 | 0.01% | Q1 2026 | May 11, 2026 |
| OneAscent Financial Services LLC | History | Added to | 15,267 | 768 | 0.04% | 0.06% | 404 | +1,408 | 10.16% | Q1 2026 | Apr 21, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 15,022 | 756 | 0.1% | 0.05% | 405 | +8,926 | 146.42% | Q1 2026 | Apr 28, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 15,026 | 756 | 0.41% | 0.56% | 406 | -5,018 | -25.03% | Q1 2026 | Apr 29, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 14,409 | 725 | 0.49% | 0.5% | 407 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,338 | 721 | 0.02% | 0.01% | 408 | +4,291 | 42.71% | Q1 2026 | May 01, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 14,179 | 713 | 0.46% | 0.67% | 409 | -5,772 | -28.93% | Q1 2026 | Apr 10, 2026 |
| GenWealth Group, Inc. | History | Added to | 14,089 | 709 | 0.12% | 0.1% | 410 | +2,824 | 25.07% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 14,009 | 705 | 0.02% | 0.03% | 411 | -6,513 | -31.74% | Q1 2026 | Apr 23, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 13,916 | 700 | 0.23% | 0.24% | 412 | -486 | -3.37% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | Reduced | 13,878 | 699 | 0.02% | 0.05% | 413 | -10,456 | -42.97% | Q1 2026 | May 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 13,700 | 689 | 0.01% | 0.02% | 414 | -15,000 | -52.26% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | Added to | 13,690 | 689 | 0.15% | 0.13% | 415 | +2,635 | 23.84% | Q1 2026 | May 04, 2026 |
| Mosley Wealth Management | History | Reduced | 13,112 | 659 | 0.3% | 0.39% | 416 | -4,042 | -23.56% | Q1 2026 | Apr 27, 2026 |
| Trek Financial, LLC | History | No change | 12,937 | 651 | 0.03% | 0.04% | 417 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Core Wealth Partners LLC | History | Reduced | 12,889 | 648 | 0.3% | 0.32% | 418 | -1,071 | -7.67% | Q1 2026 | May 08, 2026 |
| Avestar Capital, LLC | History | Added to | 12,758 | 642 | 0.04% | 0.02% | 419 | +7,630 | 148.79% | Q1 2026 | May 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 12,735 | 641 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 12,696 | 639 | 0.6% | 0.65% | 421 | -1,004 | -7.33% | Q1 2026 | May 08, 2026 |
| GM Advisory Group, LLC | History | Added to | 12,691 | 638 | 0.02% | 0.01% | 422 | +5,621 | 79.5% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 12,424 | 625 | 0.07% | 0.0% | 423 | +11,766 | 1788.15% | Q1 2026 | Apr 16, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 12,365 | 622 | 0.28% | 0.18% | 424 | +110 | 0.9% | Q1 2026 | Apr 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 12,109 | 609 | 0.1% | 0.1% | 425 | +90 | 0.75% | Q1 2026 | Apr 21, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 12,059 | 607 | 0.04% | 0.02% | 426 | +5,683 | 89.13% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | No change | 11,807 | 594 | 0.03% | 0.03% | 427 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 11,773 | 592 | 0.36% | 0.36% | 428 | +1,219 | 11.55% | Q1 2026 | May 05, 2026 |
| Advisor Resource Council | History | Added to | 11,696 | 588 | 0.19% | 0.17% | 429 | +2,350 | 25.14% | Q1 2026 | May 07, 2026 |
| NewSquare Capital LLC | History | Added to | 11,498 | 578 | 0.05% | 0.05% | 430 | +612 | 5.62% | Q1 2026 | May 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 11,349 | 571 | 0.04% | 0.02% | 431 | +4,003 | 54.49% | Q1 2026 | May 21, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 11,330 | 570 | 0.06% | 0.06% | 432 | +804 | 7.64% | Q1 2026 | May 05, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 11,292 | 568 | 0.12% | 0.51% | 433 | -38,280 | -77.22% | Q1 2026 | Apr 13, 2026 |
| Cypress Wealth Services, LLC | History | New | 11,282 | 567 | 0.08% | — | 434 | +11,282 | New | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 11,138 | 560 | 0.01% | 0.02% | 435 | -2,228 | -16.67% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 11,117 | 559 | 0.03% | 0.03% | 436 | +760 | 7.34% | Q1 2026 | Apr 30, 2026 |
| Matrix Trust Co | History | Added to | 11,093 | 558 | 0.09% | 0.09% | 437 | +31 | 0.28% | Q1 2026 | Apr 09, 2026 |
| Weaver Consulting Group | History | Reduced | 10,964 | 551 | 0.13% | 0.14% | 438 | -37 | -0.34% | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | New | 10,924 | 549 | 0.06% | — | 441 | +10,924 | New | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Reduced | 10,908 | 549 | 0.04% | 0.09% | 440 | -10,655 | -49.41% | Q1 2026 | Apr 13, 2026 |
| Spartan Planning & Wealth Management | History | Added to | 10,924 | 549 | 0.41% | 0.24% | 439 | +4,363 | 66.5% | Q1 2026 | Apr 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,887 | 548 | 0.0% | 0.0% | 442 | +6,157 | 130.17% | Q1 2026 | Apr 30, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 10,791 | 543 | 0.01% | 0.01% | 443 | -3,141 | -22.55% | Q1 2026 | Apr 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 10,596 | 533 | 0.16% | 0.16% | 444 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,451 | 526 | 0.01% | 0.01% | 445 | -9,806 | -48.41% | Q1 2026 | May 11, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 10,251 | 516 | 0.3% | 0.27% | 446 | +822 | 8.72% | Q1 2026 | Apr 17, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 10,091 | 507 | 0.26% | — | 447 | +10,091 | New | Q1 2026 | May 13, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 10,000 | 503 | 0.03% | 0.04% | 448 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | New | 9,936 | 500 | 0.11% | — | 450 | +9,936 | New | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,947 | 500 | 0.03% | 0.03% | 449 | +1,790 | 21.94% | Q1 2026 | May 01, 2026 |
| Roundview Capital LLC | History | No change | 9,900 | 498 | 0.03% | 0.03% | 451 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 9,682 | 487 | 0.03% | 0.03% | 452 | -701 | -6.75% | Q1 2026 | Apr 24, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 9,672 | 486 | 0.17% | 0.18% | 453 | -407 | -4.04% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 9,561 | 481 | 0.0% | 0.01% | 454 | -6,799 | -41.56% | Q1 2026 | May 15, 2026 |
| Adalta Capital Management LLC | History | Reduced | 9,495 | 477 | 0.23% | 0.36% | 455 | -6,505 | -40.66% | Q1 2026 | May 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 9,045 | 455 | 0.03% | 0.03% | 456 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 8,911 | 448 | 0.09% | 1.16% | 457 | -101,358 | -91.92% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,850 | 445 | 0.0% | 0.0% | 458 | -7,805 | -46.86% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 8,723 | 439 | 0.01% | 0.02% | 459 | -3,171 | -26.66% | Q1 2026 | Apr 17, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 8,698 | 437 | 0.23% | 0.75% | 460 | -18,692 | -68.24% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,667 | 436 | 0.01% | 0.01% | 461 | +100 | 1.17% | Q1 2026 | Apr 23, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 8,508 | 428 | 0.25% | 0.22% | 462 | +980 | 13.02% | Q1 2026 | Apr 13, 2026 |
| MRWM Advisors, LLC | History | Reduced | 8,403 | 423 | 0.23% | 3.56% | 464 | -123,396 | -93.62% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 8,415 | 423 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 8,358 | 420 | 0.12% | 0.13% | 465 | -20 | -0.24% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 8,289 | 417 | 0.0% | 0.0% | 466 | +36 | 0.44% | Q1 2026 | May 11, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 8,219 | 413 | 0.12% | 0.32% | 467 | -11,810 | -58.96% | Q1 2026 | Apr 20, 2026 |
| G&S Capital LLC | History | Reduced | 8,055 | 405 | 0.14% | 0.17% | 468 | -1,445 | -15.21% | Q1 2026 | Apr 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,935 | 399 | 0.02% | 0.02% | 469 | -396 | -4.75% | Q1 2026 | May 18, 2026 |
| Heck Capital Advisors, LLC | History | No change | 7,941 | 399 | 0.03% | 0.03% | 470 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 7,925 | 398 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 7,895 | 397 | 0.19% | 0.14% | 472 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,854 | 395 | 0.01% | 0.01% | 473 | +525 | 7.16% | Q1 2026 | May 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 7,744 | 389 | 0.09% | 0.1% | 474 | +270 | 3.61% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 7,480 | 376 | 0.01% | — | 475 | +7,480 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 7,200 | 362 | 0.0% | — | 476 | +7,200 | New | Q1 2026 | May 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 7,177 | 361 | 0.31% | 0.31% | 477 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ZEGA Investments, LLC | History | Added to | 7,140 | 359 | 0.04% | 0.04% | 478 | +51 | 0.72% | Q1 2026 | May 08, 2026 |
| Trademark Financial Management, LLC | History | New | 7,093 | 357 | 0.17% | — | 479 | +7,093 | New | Q1 2026 | Apr 27, 2026 |
| MTM Investment Management, LLC | History | Reduced | 7,030 | 353 | 0.11% | 0.12% | 480 | -432 | -5.79% | Q1 2026 | May 06, 2026 |
| Bristlecone Value Partners, LLC | History | New | 6,778 | 341 | 0.3% | — | 481 | +6,778 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,629 | 333 | 0.0% | — | 482 | +6,629 | New | Q1 2026 | May 15, 2026 |
| Financial & Tax Architects, LLC | History | New | 6,401 | 322 | 0.07% | — | 484 | +6,401 | New | Q1 2026 | Apr 23, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 6,400 | 322 | 0.06% | 0.07% | 483 | -450 | -6.57% | Q1 2026 | Apr 29, 2026 |
| Betterment LLC | History | New | 6,328 | 319 | 0.0% | — | 485 | +6,328 | New | Q1 2026 | May 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 6,243 | 314 | 0.18% | 0.19% | 486 | -1,616 | -20.56% | Q1 2026 | May 04, 2026 |
| Apella Capital, LLC | History | Added to | 6,225 | 313 | 0.0% | 0.01% | 487 | +270 | 4.53% | Q1 2026 | Apr 20, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 6,178 | 311 | 0.05% | 0.24% | 488 | -20,516 | -76.86% | Q1 2026 | Apr 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 6,000 | 302 | 0.04% | 0.04% | 489 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 6,000 | 302 | 0.17% | 0.19% | 490 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealthquest Corp | History | No change | 5,960 | 299 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investment Advisory Services Group LLC | History | Reduced | 5,863 | 295 | 0.26% | 1.15% | 492 | -19,777 | -77.13% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,803 | 292 | 0.01% | 0.01% | 493 | +988 | 20.52% | Q1 2026 | May 01, 2026 |
| Altus Wealth Group LLC | History | Added to | 5,707 | 287 | 0.12% | 0.11% | 494 | +276 | 5.08% | Q1 2026 | Apr 27, 2026 |
| Embree Financial Group | History | Reduced | 5,571 | 280 | 0.03% | 0.05% | 495 | -2,118 | -27.55% | Q1 2026 | Apr 23, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 5,473 | 275 | 0.06% | 0.08% | 496 | -984 | -15.24% | Q1 2026 | May 06, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | New | 5,398 | 271 | 0.21% | — | 497 | +5,398 | New | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 5,373 | 270 | 0.0% | — | 498 | +5,373 | New | Q1 2026 | May 01, 2026 |
| Signal Advisors Wealth, LLC | History | New | 5,337 | 268 | 0.02% | — | 500 | +5,337 | New | Q1 2026 | Apr 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 5,339 | 268 | 0.14% | 0.22% | 499 | -2,998 | -35.96% | Q1 2026 | May 15, 2026 |
| VERITY Wealth Advisors | History | No change | 5,267 | 265 | 0.18% | 0.16% | 501 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Reduced | 5,251 | 264 | 0.82% | 0.9% | 502 | -673 | -11.36% | Q1 2026 | May 08, 2026 |
| Alessandra Capital Management, LLC | History | New | 5,200 | 261 | 0.22% | — | 503 | +5,200 | New | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | New | 5,101 | 256 | 0.0% | — | 504 | +5,101 | New | Q1 2026 | Apr 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 5,015 | 252 | 0.02% | 0.02% | 505 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| L & S Advisors Inc | History | No change | 5,000 | 251 | 0.03% | 0.02% | 506 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Reduced | 4,951 | 249 | 0.02% | 0.03% | 508 | -1,851 | -27.21% | Q1 2026 | May 01, 2026 |
| Balefire, LLC | History | Reduced | 4,957 | 249 | 0.05% | 0.05% | 507 | -23 | -0.46% | Q1 2026 | May 07, 2026 |
| Keystone Financial Group | History | Added to | 4,904 | 246 | 0.02% | 0.02% | 509 | +43 | 0.88% | Q1 2026 | May 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 4,885 | 245 | 0.01% | 0.02% | 510 | -4,905 | -50.1% | Q1 2026 | May 07, 2026 |
| MRA Advisory Group | History | Reduced | 4,787 | 240 | 0.1% | 0.16% | 511 | -2,740 | -36.4% | Q1 2026 | Apr 22, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 4,761 | 239 | 0.12% | 0.13% | 512 | +92 | 1.97% | Q1 2026 | May 01, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 4,701 | 236 | 0.15% | 0.17% | 513 | -72 | -1.51% | Q1 2026 | Apr 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 4,634 | 233 | 0.03% | 0.03% | 514 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 4,574 | 230 | 0.06% | 0.07% | 515 | -197 | -4.13% | Q1 2026 | May 05, 2026 |
| DORVAL Corp | History | Reduced | 4,372 | 220 | 0.07% | 2.82% | 516 | -171,179 | -97.51% | Q1 2026 | Apr 22, 2026 |
| January Capital Advisors LLC | History | New | 4,350 | 218 | 0.29% | — | 518 | +4,350 | New | Q1 2026 | May 20, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 4,337 | 218 | 0.02% | 0.03% | 517 | -831 | -16.08% | Q1 2026 | Apr 24, 2026 |
| HFG Advisors, Inc. | History | Added to | 4,240 | 213 | 0.15% | 0.15% | 519 | +31 | 0.74% | Q1 2026 | May 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 4,170 | 209 | 0.01% | — | 521 | +4,170 | New | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | No change | 4,158 | 209 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summa Corp. | History | Reduced | 4,090 | 205 | 0.08% | 0.25% | 522 | -7,360 | -64.28% | Q1 2026 | Apr 30, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | New | 4,087 | 205 | 0.09% | — | 523 | +4,087 | New | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | New | 4,000 | 201 | 0.02% | — | 524 | +4,000 | New | Q1 2026 | May 05, 2026 |
| Prota Financial, LLC | History | New | 3,987 | 200 | 0.14% | — | 525 | +3,987 | New | Q1 2026 | Apr 09, 2026 |
| Blue Trust, Inc. | History | No change | 3,802 | 191 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 3,697 | 186 | 0.01% | 0.01% | 527 | +117 | 3.27% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,427 | 172 | 0.0% | 0.0% | 528 | -21,554 | -86.28% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,001 | 151 | 0.01% | 0.01% | 529 | -114 | -3.66% | Q1 2026 | Apr 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 2,969 | 149 | 0.02% | 0.05% | 530 | -5,705 | -65.77% | Q1 2026 | Apr 29, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,971 | 149 | 0.0% | 0.0% | 531 | -1,783 | -37.51% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,949 | 148 | 0.07% | 0.07% | 532 | +12 | 0.41% | Q1 2026 | May 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2,916 | 146 | 0.04% | — | 535 | +2,916 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 2,916 | 146 | 0.04% | 0.07% | 533 | -1,499 | -33.95% | Q1 2026 | May 13, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 2,910 | 146 | 0.1% | 0.11% | 534 | -77 | -2.58% | Q1 2026 | Apr 13, 2026 |
| Main Management LLC | History | Reduced | 2,790 | 140 | 0.01% | 0.01% | 536 | -433 | -13.43% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | New | 2,581 | 129 | 0.0% | — | 537 | +2,581 | New | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,378 | 119 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | No change | 2,105 | 105 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | No change | 2,052 | 103 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,991 | 100 | 0.0% | 0.0% | 541 | +700 | 54.22% | Q1 2026 | Apr 17, 2026 |
| FMR LLC | History | Added to | 1,700 | 85 | 0.0% | 0.0% | 542 | +155 | 10.03% | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,689 | 85 | 0.02% | 0.02% | 544 | +15 | 0.9% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,700 | 85 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,522 | 76 | 0.0% | — | 545 | +1,522 | New | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,490 | 75 | 0.0% | 0.0% | 546 | +237 | 18.91% | Q1 2026 | Apr 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1,396 | 70 | 0.05% | — | 547 | +1,396 | New | Q1 2026 | Apr 21, 2026 |
| FIRST HORIZON CORP | History | No change | 1,253 | 63 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | No change | 1,250 | 63 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,200 | 60 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,198 | 60 | 0.03% | 0.03% | 551 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,073 | 54 | 0.01% | 0.01% | 552 | +41 | 3.97% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | New | 1,072 | 53 | 0.0% | — | 553 | +1,072 | New | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,000 | 50 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Frankly Finances, LLC | History | New | 980 | 49 | 0.04% | — | 555 | +980 | New | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 914 | 46 | 0.0% | — | 556 | +914 | New | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | New | 874 | 44 | 0.0% | — | 557 | +874 | New | Q1 2026 | May 08, 2026 |
| Capital Advisor Network LLC | History | New | 734 | 36 | 0.04% | — | 558 | +734 | New | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 620 | 31 | 0.0% | — | 559 | +620 | New | Q1 2026 | Apr 24, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | New | 580 | 29 | 0.01% | — | 561 | +580 | New | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 595 | 29 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 500 | 25 | 0.0% | 0.0% | 562 | +365 | 270.37% | Q1 2026 | May 13, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 500 | 25 | 0.02% | 0.02% | 563 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 493 | 24 | 0.0% | — | 565 | +493 | New | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 487 | 24 | 0.0% | — | 564 | +487 | New | Q1 2026 | May 15, 2026 |
| Transce3nd, LLC | History | Added to | 474 | 23 | 0.2% | 0.15% | 566 | +83 | 21.23% | Q1 2026 | May 07, 2026 |
| Destiny Wealth Partners, LLC | History | New | 455 | 22 | 0.0% | — | 568 | +455 | New | Q1 2026 | May 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 455 | 22 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 436 | 21 | 0.03% | 0.03% | 569 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 386 | 19 | 0.01% | 0.19% | 570 | -10,252 | -96.37% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 335 | 16 | 0.01% | 0.01% | 572 | -111 | -24.89% | Q1 2026 | Apr 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 318 | 16 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Covestor Ltd | History | Added to | 300 | 15 | 0.01% | 0.01% | 574 | +66 | 28.21% | Q1 2026 | May 05, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 300 | 15 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aventura Private Wealth, LLC | History | No change | 306 | 15 | 0.01% | 0.01% | 575 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 282 | 14 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | No change | 248 | 12 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 228 | 11 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 229 | 11 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CVA Family Office, LLC | History | Added to | 215 | 10 | 0.0% | 0.0% | 580 | +90 | 72.0% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 160 | 8 | 0.0% | — | 582 | +160 | New | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 167 | 8 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Reduced | 147 | 7 | 0.0% | 0.0% | 583 | -78 | -34.67% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Reduced | 134 | 7 | 0.0% | 0.0% | 584 | -65 | -32.66% | Q1 2026 | Apr 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 133 | 6 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bernard Wealth Management Corp. | History | No change | 134 | 6 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | No change | 119 | 5 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 88 | 4 | 0.0% | — | 590 | +88 | New | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | No change | 85 | 4 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 99 | 4 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 70 | 3 | 0.0% | 0.0% | 592 | -43 | -38.05% | Q1 2026 | Apr 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 69 | 3 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True Link Financial Advisors, LLC | History | New | 59 | 2 | 0.0% | — | 598 | +59 | New | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 42 | 2 | 0.0% | — | 597 | +42 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 56 | 2 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Main Street Group, LTD | History | New | 37 | 1 | 0.0% | — | 601 | +37 | New | Q1 2026 | May 06, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 21 | 1 | 0.0% | 0.0% | 600 | +1 | 5.0% | Q1 2026 | Apr 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -313,678 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -274,543 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 13.75% | — | -260,638 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -199,154 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -102,532 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -46,209 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,175 | -100.0% | Q1 2026 | May 15, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -17,617 | -100.0% | Q1 2026 | May 14, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,240 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -14,586 | -100.0% | Q1 2026 | May 12, 2026 |
| NerdWallet Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -14,413 | -100.0% | Q1 2026 | May 05, 2026 |
| PeakShares LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -12,561 | -100.0% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,366 | -100.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,990 | -100.0% | Q1 2026 | May 15, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -9,431 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -9,385 | -100.0% | Q1 2026 | May 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -7,980 | -100.0% | Q1 2026 | Apr 06, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,970 | -100.0% | Q1 2026 | May 08, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -6,982 | -100.0% | Q1 2026 | Apr 23, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.01% | — | -6,860 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -6,118 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,950 | -100.0% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.04% | — | -5,898 | -100.0% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,858 | -100.0% | Q1 2026 | May 15, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,310 | -100.0% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -5,243 | -100.0% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,887 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.03% | — | -4,477 | -100.0% | Q1 2026 | May 04, 2026 |
| Brown Financial Advisory | History | Closed out | 0 | 0 | — | 0.1% | — | -4,127 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Revisor Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,108 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,023 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,732 | -100.0% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q1 2026 | May 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -695 | -100.0% | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -565 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -259 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | May 01, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 8 | 0 | — | 0.0% | — | -82 | -91.11% | Q1 2026 | Apr 03, 2026 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |