VANGUARD WORLD FUND - VDC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,336,403 | 973,912 | 0.07% | 0.06% | 1 | +424,605 | 10.85% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 898,835 | 201,869 | 0.05% | 0.05% | 2 | +23,856 | 2.73% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 596,531 | 133,975 | 0.01% | 0.01% | 3 | -41,194 | -6.46% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 468,988 | 105,330 | 1.64% | 1.35% | 4 | +36,349 | 8.4% | Q1 2026 | May 13, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 448,969 | 100,833 | 14.11% | 13.61% | 5 | -2,174 | -0.48% | Q1 2026 | Apr 29, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 420,746 | 94,495 | 5.31% | 5.11% | 6 | -30,985 | -6.86% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 406,752 | 91,352 | 0.02% | 0.01% | 7 | +26,708 | 7.03% | Q1 2026 | Jul 08, 2026 |
| UBS Group AG | History | Added to | 315,733 | 70,910 | 0.01% | 0.01% | 8 | +49,864 | 18.76% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 268,001 | 60,190 | 0.06% | 0.06% | 9 | +2,656 | 1.0% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 257,399 | 57,809 | 0.02% | 0.02% | 10 | -61,826 | -19.37% | Q1 2026 | May 04, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 240,152 | 53,935 | 0.14% | 0.14% | 11 | -7,873 | -3.17% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 222,587 | 50,065 | 0.01% | 0.01% | 12 | +677 | 0.31% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 194,838 | 43,758 | 0.01% | 0.01% | 13 | -23,354 | -10.7% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 189,941 | 42,658 | 0.06% | 0.06% | 14 | -11,594 | -5.75% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 161,186 | 36,229 | 0.05% | 0.04% | 15 | +16,898 | 11.71% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 145,552 | 32,691 | 0.03% | 0.03% | 16 | -3,995 | -2.67% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 125,136 | 28,104 | 0.02% | 0.02% | 17 | +7,849 | 6.69% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Reduced | 124,963 | 28,065 | 0.04% | 0.04% | 18 | -1,058 | -0.84% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 120,522 | 27,068 | 0.07% | 0.06% | 19 | +18,087 | 17.66% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 108,812 | 24,438 | 0.04% | 0.04% | 20 | -6,597 | -5.72% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 104,743 | 23,524 | 0.0% | 0.0% | 21 | +15,274 | 17.07% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 93,779 | 21,061 | 0.82% | 0.78% | 22 | -4,863 | -4.93% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 85,563 | 19,216 | 0.07% | 0.08% | 23 | -2,637 | -2.99% | Q1 2026 | Apr 30, 2026 |
| Blankinship & Foster, LLC | History | Added to | 82,020 | 18,420 | 4.07% | 3.67% | 24 | +1,575 | 1.96% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 80,250 | 18,023 | 0.29% | 0.27% | 25 | +7,329 | 10.05% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Added to | 79,964 | 17,959 | 0.05% | 0.05% | 26 | +4,054 | 5.34% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 70,785 | 15,861 | 0.0% | 0.0% | 27 | -10,170 | -12.56% | Q1 2026 | May 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 69,015 | 15,500 | 0.99% | 0.93% | 28 | -434 | -0.62% | Q1 2026 | Apr 14, 2026 |
| Marotta Asset Management | History | Reduced | 68,662 | 15,361 | 2.83% | 2.91% | 29 | -5,764 | -7.74% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 68,142 | 15,304 | 0.02% | 0.02% | 30 | +458 | 0.68% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 63,363 | 14,230 | 0.11% | 0.11% | 31 | -1,192 | -1.85% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 58,564 | 13,152 | 0.0% | 0.0% | 32 | +24,825 | 73.58% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 57,663 | 12,950 | 0.43% | 0.39% | 33 | -586 | -1.01% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 50,069 | 11,244 | 0.05% | 0.05% | 34 | +209 | 0.42% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 49,737 | 11,170 | 0.03% | 0.02% | 35 | -1,202 | -2.36% | Q1 2026 | Apr 22, 2026 |
| SELDON CAPITAL LP | History | No change | 47,593 | 10,688 | 3.93% | 3.48% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 45,047 | 10,117 | 6.34% | 5.73% | 37 | +514 | 1.15% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Financial Partners | History | New | 43,086 | 9,676 | 3.86% | — | 38 | +43,086 | New | Q1 2026 | May 20, 2026 |
| Independent Advisor Alliance | History | New | 41,754 | 9,377 | 0.1% | — | 39 | +41,754 | New | Q1 2026 | May 12, 2026 |
| CMH Wealth Management LLC | History | Added to | 40,531 | 9,102 | 1.56% | 1.8% | 40 | +788 | 1.98% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 39,399 | 8,848 | 0.1% | 0.1% | 41 | -2,473 | -5.91% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 39,211 | 8,806 | 0.07% | 0.07% | 42 | -422 | -1.06% | Q1 2026 | May 01, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 38,458 | 8,612 | 3.25% | 3.06% | 43 | +959 | 2.56% | Q1 2026 | Apr 29, 2026 |
| McIlrath & Eck, LLC | History | Added to | 38,061 | 8,548 | 0.63% | 0.72% | 44 | +1,166 | 3.16% | Q1 2026 | May 19, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 35,939 | 8,048 | 1.82% | 1.74% | 45 | +58 | 0.16% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 34,294 | 7,702 | 0.01% | 0.01% | 46 | +2,282 | 7.13% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 33,374 | 7,495 | 0.0% | 0.0% | 47 | -1,659 | -4.74% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 32,765 | 7,358 | 0.03% | 0.03% | 48 | -4,166 | -11.28% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 32,163 | 7,223 | 0.02% | 0.02% | 49 | -2,783 | -7.96% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,643 | 7,063 | 0.0% | 0.0% | 50 | +1,702 | 5.68% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | Added to | 30,480 | 6,845 | 0.74% | 0.67% | 51 | +2,896 | 10.5% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 30,430 | 6,834 | 0.23% | 0.14% | 52 | +62 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Junk Investment Group, LLC | History | New | 29,824 | 6,698 | 3.51% | — | 53 | +29,824 | New | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 29,621 | 6,651 | 1.61% | 1.57% | 54 | -1,236 | -4.01% | Q1 2026 | May 01, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 29,607 | 6,648 | 4.43% | 4.07% | 55 | -691 | -2.28% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 29,334 | 6,588 | 0.01% | 0.01% | 56 | -1,470 | -4.77% | Q1 2026 | Apr 27, 2026 |
| Kinloch Capital, LLC | History | New | 29,235 | 6,565 | 2.68% | — | 57 | +29,235 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 28,883 | 6,486 | 0.05% | 0.05% | 58 | -312 | -1.07% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 28,244 | 6,343 | 1.79% | 1.55% | 59 | +2,261 | 8.7% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,402 | 6,154 | 0.0% | 0.0% | 60 | +17,068 | 165.16% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 26,875 | 6,036 | 0.01% | 0.01% | 61 | +1,178 | 4.58% | Q1 2026 | May 05, 2026 |
| Merrithew & Thorsten Inc | History | Reduced | 26,329 | 5,913 | 5.58% | 6.14% | 62 | -1,147 | -4.17% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Reduced | 26,302 | 5,907 | 0.0% | 0.0% | 63 | -871 | -3.21% | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 25,747 | 5,782 | 0.35% | 0.33% | 64 | -6 | -0.02% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 25,600 | 5,749 | 0.05% | 0.04% | 65 | -325 | -1.25% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Reduced | 25,288 | 5,657 | 1.16% | 1.69% | 66 | -611 | -2.36% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,849 | 5,647 | 0.01% | 0.01% | 67 | -8,353 | -23.73% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Added to | 25,099 | 5,637 | 0.01% | 0.01% | 68 | +268 | 1.08% | Q1 2026 | May 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 24,654 | 5,537 | 2.43% | 2.4% | 69 | +10 | 0.04% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 24,287 | 5,454 | 0.15% | 0.14% | 70 | -1,029 | -4.06% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 24,218 | 5,439 | 0.0% | 0.0% | 71 | +1,309 | 5.71% | Q1 2026 | May 12, 2026 |
| HC Advisors, LLC | History | Added to | 23,675 | 5,317 | 3.56% | 2.96% | 72 | +3,405 | 16.8% | Q1 2026 | May 05, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 23,528 | 5,284 | 1.32% | 1.84% | 73 | -881 | -3.61% | Q1 2026 | May 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 23,061 | 5,179 | 0.24% | 0.2% | 74 | +1,079 | 4.91% | Q1 2026 | May 06, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 22,949 | 5,154 | 2.03% | 2.09% | 75 | -1,680 | -6.82% | Q1 2026 | May 11, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 22,315 | 5,011 | 3.99% | 3.47% | 76 | +1,545 | 7.44% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 22,264 | 5,000 | 0.04% | 0.04% | 77 | -5,476 | -19.74% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 21,982 | 4,937 | 0.19% | 0.25% | 78 | -10,383 | -32.08% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,684 | 4,869 | 0.02% | 0.02% | 79 | +191 | 0.89% | Q1 2026 | May 08, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 21,245 | 4,771 | 3.07% | 2.95% | 80 | -948 | -4.27% | Q1 2026 | Apr 29, 2026 |
| Sharper & Granite LLC | History | Reduced | 20,761 | 4,662 | 1.59% | 1.56% | 81 | -205 | -0.98% | Q1 2026 | Apr 08, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 20,695 | 4,647 | 0.67% | 0.63% | 82 | +308 | 1.51% | Q1 2026 | May 13, 2026 |
| WNY Asset Management, LLC | History | New | 19,901 | 4,469 | 0.46% | — | 83 | +19,901 | New | Q1 2026 | May 22, 2026 |
| FMR LLC | History | Added to | 19,740 | 4,433 | 0.0% | 0.0% | 84 | +2,270 | 12.99% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 20,582 | 4,377 | 0.03% | 0.03% | 85 | +2,872 | 16.22% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 19,415 | 4,360 | 0.12% | 0.11% | 86 | +1,140 | 6.24% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 19,213 | 4,315 | 0.01% | 0.0% | 87 | +5,584 | 40.97% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,600 | 4,159 | 0.01% | 0.01% | 88 | -64 | -0.33% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 17,827 | 4,003 | 1.36% | 1.34% | 89 | -472 | -2.58% | Q1 2026 | May 04, 2026 |
| Silver Coast Investments LLC | History | Added to | 17,432 | 3,915 | 1.25% | 1.23% | 90 | +507 | 3.0% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,158 | 3,853 | 0.06% | 0.03% | 91 | +9,131 | 113.75% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,936 | 3,803 | 0.01% | 0.01% | 92 | +2,470 | 17.07% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,638 | 3,736 | 0.01% | 0.01% | 93 | +3,137 | 23.24% | Q1 2026 | Jun 02, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 16,411 | 3,685 | 2.15% | 1.94% | 94 | +554 | 3.49% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 16,340 | 3,669 | 0.09% | 0.1% | 95 | -3,997 | -19.65% | Q1 2026 | May 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 16,252 | 3,650 | 0.61% | — | 96 | +16,252 | New | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Added to | 16,207 | 3,639 | 0.01% | 0.01% | 97 | +6 | 0.04% | Q1 2026 | May 11, 2026 |
| One Day In July LLC | History | Added to | 16,101 | 3,616 | 0.29% | 0.25% | 98 | +1,512 | 10.36% | Q1 2026 | May 05, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 15,938 | 3,579 | 1.56% | 1.87% | 99 | -4,636 | -22.53% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | Reduced | 15,788 | 3,545 | 0.08% | 0.08% | 100 | -2,242 | -12.43% | Q1 2026 | May 11, 2026 |
| Joule Financial, LLC | History | Added to | 15,775 | 3,542 | 1.03% | 0.98% | 101 | +348 | 2.26% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,651 | 3,515 | 0.02% | 0.01% | 102 | +7,497 | 91.94% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Added to | 15,525 | 3,486 | 0.31% | 0.29% | 103 | +348 | 2.29% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 15,349 | 3,447 | 0.78% | 0.64% | 104 | +1,887 | 14.02% | Q1 2026 | Apr 15, 2026 |
| Opus Financial Solutions LLC | History | Added to | 15,063 | 3,383 | 3.19% | 2.95% | 105 | +247 | 1.67% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 14,895 | 3,345 | 0.02% | 0.03% | 106 | -2,028 | -11.98% | Q1 2026 | Apr 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 14,576 | 3,273 | 0.91% | 0.81% | 107 | +422 | 2.98% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 14,128 | 3,173 | 0.04% | 0.04% | 108 | -531 | -3.62% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 13,888 | 3,112 | 0.11% | 0.01% | 109 | +13,178 | 1856.06% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 13,740 | 3,085 | 0.15% | 0.17% | 110 | -2,533 | -15.57% | Q1 2026 | Apr 28, 2026 |
| Anchor Investment Management, LLC | History | Added to | 13,612 | 3,057 | 0.26% | 0.21% | 111 | +1,401 | 11.47% | Q1 2026 | May 01, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 13,563 | 3,046 | 0.89% | 0.84% | 112 | -112 | -0.82% | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 13,525 | 3,037 | 0.01% | 0.01% | 113 | -132 | -0.97% | Q1 2026 | May 08, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 13,275 | 2,981 | 0.67% | 0.51% | 114 | +2,564 | 23.94% | Q1 2026 | Apr 20, 2026 |
| Retirement Planning Group, LLC | History | Added to | 13,037 | 2,928 | 0.09% | 0.09% | 115 | +708 | 5.74% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,891 | 2,895 | 0.05% | 0.05% | 116 | +46 | 0.36% | Q1 2026 | May 18, 2026 |
| Bonfire Financial | History | Reduced | 12,813 | 2,877 | 2.16% | 2.18% | 117 | -1,002 | -7.25% | Q1 2026 | May 06, 2026 |
| Stelac Advisory Services LLC | History | Added to | 12,770 | 2,868 | 0.58% | 0.94% | 118 | +132 | 1.04% | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 12,543 | 2,817 | 0.21% | 0.2% | 119 | -38 | -0.3% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 12,217 | 2,743 | 1.01% | 0.96% | 120 | -377 | -2.99% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 12,100 | 2,717 | 0.07% | 0.06% | 121 | +194 | 1.63% | Q1 2026 | Apr 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 11,720 | 2,632 | 0.87% | 0.9% | 122 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 11,679 | 2,623 | 0.02% | 0.02% | 123 | -604 | -4.92% | Q1 2026 | May 05, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 11,320 | 2,542 | 0.41% | 0.29% | 124 | +3,676 | 48.09% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Reduced | 11,263 | 2,529 | 0.01% | 0.01% | 125 | -661 | -5.54% | Q1 2026 | May 06, 2026 |
| Westside Investment Management, Inc. | History | Added to | 11,146 | 2,503 | 0.38% | 0.37% | 126 | +190 | 1.73% | Q1 2026 | May 04, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 11,127 | 2,491 | 0.54% | 0.51% | 127 | +654 | 6.24% | Q1 2026 | Apr 16, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 10,950 | 2,459 | 0.35% | 0.33% | 128 | -258 | -2.3% | Q1 2026 | Apr 15, 2026 |
| Nvest Financial, LLC | History | Added to | 10,718 | 2,407 | 0.9% | 0.94% | 129 | +48 | 0.45% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 10,355 | 2,325 | 0.01% | 0.01% | 130 | -2,985 | -22.38% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | Reduced | 10,334 | 2,320 | 0.26% | 0.28% | 131 | -1,072 | -9.4% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10,234 | 2,298 | 0.06% | — | 132 | +10,234 | New | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 10,077 | 2,263 | 0.26% | 0.14% | 133 | +4,007 | 66.01% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,044 | 2,255 | 0.0% | 0.0% | 134 | +6,796 | 209.24% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 9,784 | 2,248 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Apollon Financial, LLC | History | Reduced | 10,008 | 2,247 | 0.31% | 0.31% | 136 | -245 | -2.39% | Q1 2026 | Apr 22, 2026 |
| RCW Management, LLC | History | Reduced | 9,945 | 2,233 | 2.29% | 2.15% | 137 | -157 | -1.55% | Q1 2026 | Apr 15, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 9,763 | 2,192 | 0.39% | 0.48% | 138 | -2,191 | -18.33% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,718 | 2,182 | 0.0% | 0.0% | 139 | +8,354 | 612.46% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 9,708 | 2,180 | 0.0% | 0.0% | 140 | +247 | 2.61% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 9,695 | 2,177 | 0.11% | 0.1% | 141 | -89 | -0.91% | Q1 2026 | May 05, 2026 |
| WBH ADVISORY INC | History | Reduced | 9,653 | 2,159 | 0.16% | 0.15% | 142 | -14 | -0.14% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,483 | 2,129 | 0.01% | 0.01% | 143 | +191 | 2.06% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,457 | 2,123 | 0.05% | 0.05% | 144 | +133 | 1.43% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Added to | 9,424 | 2,116 | 0.02% | 0.02% | 145 | +40 | 0.43% | Q1 2026 | Apr 16, 2026 |
| Accel Wealth Management | History | Added to | 9,390 | 2,108 | 0.55% | 0.54% | 146 | +19 | 0.2% | Q1 2026 | Apr 08, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 9,350 | 2,099 | 0.17% | 0.16% | 147 | -846 | -8.3% | Q1 2026 | Apr 17, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 9,200 | 2,066 | 0.69% | 0.51% | 148 | +105 | 1.15% | Q1 2026 | Apr 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 8,762 | 1,967 | 0.03% | 0.06% | 149 | -11,532 | -56.82% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,726 | 1,959 | 0.07% | 0.06% | 150 | +665 | 8.25% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,639 | 1,940 | 0.03% | 0.04% | 151 | -3,719 | -30.09% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 8,629 | 1,937 | 0.01% | 0.01% | 152 | -16,433 | -65.57% | Q1 2026 | May 15, 2026 |
| Calder Financial LLC | History | Reduced | 8,657 | 1,936 | 1.92% | 1.9% | 153 | -507 | -5.53% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,460 | 1,900 | 0.0% | 0.0% | 154 | +5,956 | 237.86% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,348 | 1,874 | 0.04% | 0.04% | 155 | +145 | 1.77% | Q1 2026 | May 15, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 8,333 | 1,871 | 0.73% | 0.7% | 156 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 8,047 | 1,807 | 0.0% | 0.0% | 157 | +1,814 | 29.1% | Q1 2026 | May 05, 2026 |
| Marion Wealth Management | History | Added to | 8,022 | 1,801 | 0.4% | 0.39% | 158 | +202 | 2.58% | Q1 2026 | May 12, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 7,888 | 1,771 | 0.49% | 0.34% | 159 | +1,385 | 21.3% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,809 | 1,753 | 0.04% | 0.03% | 160 | +80 | 1.04% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 7,696 | 1,728 | 0.02% | 0.02% | 161 | -119 | -1.52% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,641 | 1,716 | 0.02% | 0.02% | 162 | -60 | -0.78% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Reduced | 7,463 | 1,676 | 0.09% | 0.08% | 163 | -1,006 | -11.88% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 7,449 | 1,672 | 0.03% | — | 164 | +7,449 | New | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,433 | 1,669 | 0.04% | 0.04% | 165 | -65 | -0.87% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,366 | 1,654 | 0.02% | 0.02% | 166 | +266 | 3.75% | Q1 2026 | May 01, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 7,315 | 1,642 | 0.28% | 0.27% | 167 | -245 | -3.24% | Q1 2026 | Apr 13, 2026 |
| Wolff Financial Management LLC | History | Reduced | 7,292 | 1,637 | 0.36% | 0.35% | 168 | -57 | -0.78% | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,499 | 1,584 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,040 | 1,581 | 0.0% | 0.0% | 170 | -2,810 | -28.53% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 7,000 | 1,572 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 6,979 | 1,567 | 0.08% | 0.07% | 172 | +61 | 0.88% | Q1 2026 | May 13, 2026 |
| S&A Financial Services, Inc. | History | New | 6,927 | 1,555 | 1.07% | — | 174 | +6,927 | New | Q1 2026 | Jun 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 6,927 | 1,555 | 0.01% | 0.01% | 173 | -87 | -1.24% | Q1 2026 | May 12, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 6,907 | 1,551 | 1.34% | 1.35% | 175 | -652 | -8.63% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 6,803 | 1,527 | 0.01% | 0.01% | 176 | -3 | -0.04% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,780 | 1,522 | 0.0% | 0.0% | 177 | +319 | 4.94% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 6,774 | 1,521 | 0.05% | 0.05% | 178 | +340 | 5.28% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,631 | 1,489 | 0.01% | 0.01% | 179 | -2,283 | -25.61% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | No change | 6,624 | 1,487 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,501 | 1,460 | 0.02% | 0.19% | 181 | -51,095 | -88.71% | Q1 2026 | May 13, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 6,501 | 1,460 | 0.37% | 0.36% | 182 | -100 | -1.51% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 6,447 | 1,447 | 0.0% | 0.0% | 183 | +2,977 | 85.79% | Q1 2026 | May 15, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 6,286 | 1,411 | 0.77% | 0.74% | 184 | +40 | 0.64% | Q1 2026 | Apr 27, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 6,226 | 1,398 | 0.39% | 0.29% | 185 | +837 | 15.53% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,169 | 1,385 | 0.03% | 0.03% | 186 | -128 | -2.03% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 6,142 | 1,379 | 0.01% | 0.01% | 187 | +135 | 2.25% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,041 | 1,356 | 0.03% | 0.03% | 188 | -674 | -10.04% | Q1 2026 | May 01, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 6,032 | 1,352 | 0.4% | 0.42% | 189 | +69 | 1.16% | Q1 2026 | Apr 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 5,953 | 1,337 | 0.44% | 0.42% | 190 | -14 | -0.23% | Q1 2026 | Apr 09, 2026 |
| Banque Transatlantique SA | History | New | 5,922 | 1,330 | 0.03% | — | 191 | +5,922 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,818 | 1,306 | 0.02% | 0.01% | 192 | +203 | 3.62% | Q1 2026 | Apr 20, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 5,905 | 1,304 | 0.26% | 0.22% | 193 | -332 | -5.32% | Q1 2026 | Apr 22, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 5,761 | 1,293 | 0.01% | 0.01% | 194 | -122 | -2.07% | Q1 2026 | May 07, 2026 |
| Northstar Group, Inc. | History | Added to | 5,743 | 1,289 | 0.18% | 0.17% | 195 | +2 | 0.03% | Q1 2026 | Apr 28, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 5,683 | 1,276 | 0.04% | 0.05% | 196 | -1,164 | -17.0% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,691 | 1,273 | 0.01% | 0.01% | 198 | +506 | 9.76% | Q1 2026 | Apr 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 5,667 | 1,273 | 0.06% | 0.06% | 197 | -439 | -7.19% | Q1 2026 | May 18, 2026 |
| Independent Family Office, LLC | History | No change | 5,640 | 1,266 | 0.52% | 0.5% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 5,562 | 1,249 | 0.13% | 0.14% | 200 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 5,501 | 1,235 | 0.26% | 0.23% | 201 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 5,421 | 1,217 | 0.07% | 0.06% | 202 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,348 | 1,201 | 0.02% | 0.02% | 203 | +366 | 7.35% | Q1 2026 | Jun 02, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,300 | 1,190 | 0.0% | 0.0% | 204 | +3,300 | 165.0% | Q1 2026 | May 15, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 5,219 | 1,184 | 0.54% | 0.52% | 205 | -200 | -3.69% | Q1 2026 | Apr 23, 2026 |
| Adams Wealth Management | History | Added to | 5,259 | 1,181 | 0.26% | 0.14% | 206 | +2,069 | 64.86% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 5,259 | 1,181 | 0.23% | 0.12% | 207 | +2,069 | 64.86% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 5,220 | 1,172 | 0.0% | 0.0% | 208 | +241 | 4.84% | Q1 2026 | May 14, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 5,468 | 1,155 | 0.36% | 0.36% | 209 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,125 | 1,151 | 0.02% | 0.01% | 210 | +3,662 | 250.31% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 5,123 | 1,150 | 0.04% | 0.04% | 211 | +195 | 3.96% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,109 | 1,147 | 0.01% | 0.01% | 212 | +550 | 12.06% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,933 | 1,107 | 0.02% | 0.02% | 213 | -326 | -6.2% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,898 | 1,100 | 0.0% | 0.0% | 214 | -358 | -6.81% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 4,888 | 1,097 | 0.01% | 0.01% | 215 | -185 | -3.65% | Q1 2026 | May 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 4,863 | 1,092 | 0.3% | 0.33% | 217 | -769 | -13.65% | Q1 2026 | May 12, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 4,866 | 1,092 | 0.62% | 0.64% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 4,848 | 1,088 | 0.74% | 0.69% | 218 | -97 | -1.96% | Q1 2026 | Apr 16, 2026 |
| MATAURO, LLC | History | Added to | 4,794 | 1,076 | 0.16% | 0.15% | 219 | +111 | 2.37% | Q1 2026 | Apr 22, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,687 | 1,052 | 0.11% | 0.16% | 221 | -1,292 | -21.61% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 4,688 | 1,052 | 0.41% | 0.32% | 220 | +630 | 15.52% | Q1 2026 | Apr 07, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 4,652 | 1,044 | 0.5% | 0.45% | 222 | +313 | 7.21% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,642 | 1,042 | 0.01% | 0.01% | 223 | -1,356 | -22.61% | Q1 2026 | May 13, 2026 |
| ROI Financial Advisors, LLC | History | Reduced | 4,640 | 1,042 | 0.62% | 0.59% | 224 | -224 | -4.61% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 4,603 | 1,033 | 0.06% | 0.04% | 225 | +196 | 4.45% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,872 | 1,029 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 4,556 | 1,023 | 0.44% | 0.39% | 227 | +211 | 4.86% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 4,693 | 991 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 4,251 | 976 | 0.06% | 0.03% | 229 | +2,058 | 93.84% | Q1 2026 | Apr 17, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 4,305 | 966 | 0.56% | 1.46% | 230 | -6,859 | -61.44% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,277 | 960 | 0.04% | 0.03% | 231 | +221 | 5.45% | Q1 2026 | Apr 28, 2026 |
| Guardian Capital, LLC | History | Reduced | 4,267 | 958 | 0.92% | 1.08% | 232 | -1,469 | -25.61% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,274 | 957 | 0.05% | 0.05% | 233 | -583 | -12.0% | Q1 2026 | May 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 4,245 | 953 | 0.05% | 0.04% | 235 | +588 | 16.08% | Q1 2026 | May 11, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 4,189 | 953 | 0.18% | 0.18% | 234 | -7 | -0.17% | Q1 2026 | Apr 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 4,232 | 950 | 0.0% | 0.0% | 236 | -57 | -1.33% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,216 | 946 | 0.0% | 0.0% | 237 | +4 | 0.09% | Q1 2026 | May 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 4,209 | 945 | 0.28% | 0.31% | 238 | -499 | -10.6% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,186 | 940 | 0.02% | 0.01% | 239 | -2 | -0.05% | Q1 2026 | Apr 14, 2026 |
| American Alpha Advisors, LLC | History | Added to | 4,160 | 934 | 0.5% | 0.45% | 240 | +559 | 15.52% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,157 | 933 | 0.0% | 0.01% | 241 | -1,459 | -25.98% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 4,143 | 930 | 0.01% | 0.01% | 242 | +200 | 5.07% | Q1 2026 | May 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 4,138 | 929 | 0.22% | 0.21% | 243 | -25 | -0.6% | Q1 2026 | Apr 28, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 4,074 | 914 | 0.08% | 0.23% | 244 | -8,003 | -66.27% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 4,005 | 899 | 0.02% | 0.01% | 245 | +1,047 | 35.4% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Added to | 3,998 | 897 | 0.0% | 0.0% | 246 | +342 | 9.35% | Q1 2026 | May 13, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 3,982 | 894 | 0.61% | 0.56% | 247 | +100 | 2.58% | Q1 2026 | Apr 23, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 788,952 | 874 | 0.07% | 0.07% | 248 | +15 | 0.0% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 3,764 | 845 | 0.03% | 0.03% | 249 | -125 | -3.21% | Q1 2026 | Apr 21, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,730 | 837 | 0.42% | 0.42% | 250 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,718 | 834 | 0.01% | 0.01% | 251 | +418 | 12.67% | Q1 2026 | May 01, 2026 |
| Bluesphere Advisors LLC | History | Added to | 3,702 | 831 | 0.3% | 0.13% | 252 | +2,318 | 167.49% | Q1 2026 | Apr 22, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 3,694 | 829 | 0.02% | 0.02% | 253 | +931 | 33.7% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 3,692 | 829 | 0.09% | 0.09% | 254 | -379 | -9.31% | Q1 2026 | May 04, 2026 |
| BOKF, NA | History | Reduced | 3,629 | 815 | 0.01% | 0.01% | 255 | -40 | -1.09% | Q1 2026 | May 08, 2026 |
| Sankala Group LLC | History | Reduced | 3,631 | 814 | 0.66% | 0.71% | 256 | -18 | -0.49% | Q1 2026 | Mar 31, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,617 | 812 | 0.01% | 0.0% | 257 | -26 | -0.71% | Q1 2026 | Apr 27, 2026 |
| Leelyn Smith, LLC | History | No change | 3,532 | 793 | 0.11% | 0.11% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Choate Investment Advisors | History | No change | 3,500 | 786 | 0.02% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richard C. Young & CO., LTD. | History | Added to | 3,480 | 781 | 0.06% | 0.07% | 260 | +18 | 0.52% | Q1 2026 | May 07, 2026 |
| Elm Partners Management LLC | History | Added to | 3,456 | 774 | 0.03% | 0.02% | 261 | +1,842 | 114.13% | Q1 2026 | May 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 3,429 | 770 | 0.01% | 0.01% | 262 | +450 | 15.11% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,363 | 755 | 0.0% | 0.0% | 263 | -259 | -7.15% | Q1 2026 | May 15, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 3,322 | 746 | 0.27% | 0.26% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 3,310 | 743 | 0.24% | 1.37% | 265 | -18,075 | -84.52% | Q1 2026 | Apr 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,247 | 729 | 0.01% | 0.01% | 266 | +534 | 19.68% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Added to | 3,235 | 726 | 0.01% | 0.01% | 267 | +21 | 0.65% | Q1 2026 | May 15, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 3,233 | 726 | 0.33% | 0.31% | 268 | +16 | 0.5% | Q1 2026 | Apr 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 3,197 | 717 | 0.02% | 0.01% | 269 | +122 | 3.97% | Q1 2026 | Apr 29, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 3,898 | 713 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 3,100 | 696 | 0.16% | 0.16% | 271 | -114 | -3.55% | Q1 2026 | May 06, 2026 |
| Principle Wealth Partners LLC | History | Added to | 3,089 | 693 | 0.04% | 0.04% | 272 | +89 | 2.97% | Q1 2026 | May 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 3,070 | 689 | 0.04% | 0.03% | 273 | +259 | 9.21% | Q1 2026 | Apr 30, 2026 |
| M Wealth Management, LLC | History | Added to | 3,070 | 689 | 0.58% | 0.56% | 274 | +12 | 0.39% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 3,059 | 687 | 0.0% | 0.0% | 275 | +198 | 6.92% | Q1 2026 | May 11, 2026 |
| Family Investment Center, Inc. | History | Added to | 3,054 | 685 | 0.13% | 0.08% | 276 | +1,063 | 53.39% | Q1 2026 | Apr 24, 2026 |
| Mosley Wealth Management | History | Reduced | 3,206 | 685 | 0.31% | 0.36% | 277 | -458 | -12.5% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,043 | 683 | 0.04% | 0.04% | 278 | -59 | -1.9% | Q1 2026 | Apr 13, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 3,028 | 680 | 0.27% | 0.3% | 279 | -587 | -16.24% | Q1 2026 | Apr 23, 2026 |
| V2 Financial group LLC | History | No change | 3,010 | 676 | 0.31% | 0.31% | 280 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 3,001 | 673 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,993 | 672 | 0.02% | 0.04% | 282 | -2,109 | -41.34% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,982 | 669 | 0.15% | 0.15% | 283 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,948 | 662 | 0.04% | 0.03% | 284 | +186 | 6.73% | Q1 2026 | May 13, 2026 |
| Idaho Trust Co | History | Added to | 2,947 | 661 | 0.21% | 0.19% | 285 | +167 | 6.01% | Q1 2026 | May 08, 2026 |
| Brookwood Investment Group LLC | History | Added to | 2,941 | 660 | 0.08% | 0.07% | 286 | +36 | 1.24% | Q1 2026 | May 04, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 2,923 | 656 | 0.44% | 0.41% | 287 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 2,912 | 654 | 0.22% | 0.24% | 288 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,889 | 648 | 0.01% | 0.01% | 289 | +149 | 5.44% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 2,859 | 642 | 0.0% | 0.0% | 290 | +131 | 4.8% | Q1 2026 | May 04, 2026 |
| Diversified Enterprises, LLC | History | Added to | 2,837 | 637 | 0.03% | 0.04% | 291 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,800 | 628 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,761 | 620 | 0.03% | 0.03% | 293 | -232 | -7.75% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,757 | 619 | 0.0% | 0.0% | 294 | -388 | -12.34% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,751 | 617 | 0.01% | 0.01% | 295 | -246 | -8.21% | Q1 2026 | May 11, 2026 |
| Blue Capital, Inc. | History | No change | 2,720 | 610 | 0.4% | 0.41% | 296 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NCM Capital Management, LLC | History | No change | 2,705 | 607 | 0.22% | 0.21% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 2,644 | 593 | 0.13% | 0.13% | 298 | -121 | -4.38% | Q1 2026 | May 21, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,634 | 591 | 0.01% | 0.01% | 299 | +500 | 23.43% | Q1 2026 | Apr 17, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 2,634 | 591 | 0.35% | 0.29% | 300 | -11 | -0.42% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 2,616 | 587 | 0.01% | 0.01% | 301 | +1,431 | 120.76% | Q1 2026 | May 04, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 2,604 | 584 | 0.37% | — | 302 | +2,604 | New | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,597 | 583 | 0.01% | 0.03% | 303 | -3,080 | -54.25% | Q1 2026 | May 15, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 2,586 | 580 | 0.36% | 0.45% | 304 | -897 | -25.75% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 2,572 | 577 | 0.01% | 0.01% | 305 | +605 | 30.76% | Q1 2026 | Apr 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,566 | 577 | 0.05% | 0.05% | 306 | -159 | -5.83% | Q1 2026 | May 11, 2026 |
| LexAurum Advisors, LLC | History | New | 2,552 | 573 | 0.07% | — | 307 | +2,552 | New | Q1 2026 | Apr 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 2,533 | 568 | 0.02% | 0.01% | 308 | +1,133 | 80.93% | Q1 2026 | Apr 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 2,527 | 567 | 0.03% | 0.03% | 309 | -25 | -0.98% | Q1 2026 | May 05, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 2,683 | 566 | 0.04% | 0.04% | 310 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,493 | 560 | 0.02% | 0.02% | 311 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 2,491 | 559 | 0.36% | 0.34% | 312 | +147 | 6.27% | Q1 2026 | Apr 14, 2026 |
| NWF Advisory Services Inc. | History | Added to | 2,463 | 553 | 0.06% | 0.06% | 314 | +45 | 1.86% | Q1 2026 | May 04, 2026 |
| RBA Wealth Management, LLC | History | Added to | 2,465 | 553 | 0.2% | 0.18% | 313 | +14 | 0.57% | Q1 2026 | Apr 22, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 2,444 | 548 | 0.06% | 0.05% | 315 | +11 | 0.45% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 2,426 | 544 | 0.11% | 0.09% | 316 | +3 | 0.12% | Q1 2026 | Apr 08, 2026 |
| Fulcrum Capital LLC | History | No change | 2,420 | 543 | 0.12% | 0.1% | 317 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Caitlin John, LLC | History | Added to | 2,359 | 529 | 0.32% | 0.16% | 318 | +1,182 | 100.42% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,334 | 524 | 0.01% | 0.01% | 319 | +712 | 43.9% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 2,307 | 518 | 0.01% | 0.01% | 320 | -49 | -2.08% | Q1 2026 | Apr 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,306 | 517 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 2,280 | 512 | 0.12% | 0.1% | 322 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,254 | 506 | 0.02% | 0.02% | 323 | +211 | 10.33% | Q1 2026 | Jun 18, 2026 |
| Vivaldi Capital Management LP | History | Added to | 2,252 | 505 | 0.07% | 0.06% | 325 | +7 | 0.31% | Q1 2026 | May 14, 2026 |
| Simmons Bank | History | No change | 2,251 | 505 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EVOKE WEALTH, LLC | History | No change | 2,250 | 505 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,246 | 504 | 0.01% | 0.01% | 327 | -54 | -2.35% | Q1 2026 | May 13, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 2,238 | 502 | 0.29% | 0.27% | 328 | -69 | -2.99% | Q1 2026 | May 14, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 2,169 | 487 | 0.14% | 0.13% | 329 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 2,151 | 483 | 0.26% | 0.25% | 330 | +9 | 0.42% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,140 | 480 | 0.03% | 0.04% | 331 | -792 | -27.01% | Q1 2026 | Apr 27, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,110 | 473 | 0.16% | 0.16% | 332 | -382 | -15.33% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 2,098 | 471 | 0.0% | 0.0% | 333 | -77 | -3.54% | Q1 2026 | May 01, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 2,085 | 469 | 0.1% | 0.1% | 334 | -75 | -3.47% | Q1 2026 | May 13, 2026 |
| Optas, LLC | History | No change | 2,078 | 466 | 0.07% | 0.07% | 335 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 2,068 | 464 | 0.7% | 0.65% | 336 | -13 | -0.62% | Q1 2026 | Apr 30, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,063 | 463 | 0.0% | — | 338 | +2,063 | New | Q1 2026 | May 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 2,063 | 463 | 0.18% | 0.17% | 337 | +46 | 2.28% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 2,049 | 460 | 0.08% | 0.08% | 339 | -220 | -9.7% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,046 | 459 | 0.01% | 0.01% | 340 | -752 | -26.88% | Q1 2026 | Apr 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 2,031 | 456 | 0.04% | 0.03% | 341 | +100 | 5.18% | Q1 2026 | Apr 20, 2026 |
| NICOLET BANKSHARES INC | History | New | 2,034 | 455 | 0.02% | — | 343 | +2,034 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 2,026 | 455 | 0.12% | 0.12% | 342 | +9 | 0.45% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,025 | 454 | 0.01% | 0.0% | 344 | +1,892 | 1422.56% | Q1 2026 | Apr 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 1,992 | 447 | 0.14% | — | 345 | +1,992 | New | Q1 2026 | May 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 2,034 | 444 | 0.03% | 0.03% | 346 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,966 | 441 | 0.01% | 0.01% | 347 | +117 | 6.33% | Q1 2026 | Apr 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,961 | 440 | 0.0% | 0.0% | 348 | +208 | 11.87% | Q1 2026 | May 14, 2026 |
| Vertex Planning Partners, LLC | History | No change | 1,950 | 437 | 0.08% | 0.1% | 349 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Added to | 1,939 | 435 | 1.92% | 0.1% | 351 | +176 | 9.98% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 1,937 | 435 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 1,917 | 430 | 0.02% | 0.02% | 352 | -64 | -3.23% | Q1 2026 | May 13, 2026 |
| KG Capital Management | History | Reduced | 1,908 | 428 | 0.31% | 0.11% | 353 | -149 | -7.24% | Q1 2026 | Apr 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,897 | 426 | 0.0% | 0.0% | 354 | -6 | -0.32% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,900 | 426 | 0.01% | 0.01% | 355 | +1 | 0.05% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 1,880 | 422 | 0.01% | 0.01% | 356 | -65 | -3.34% | Q1 2026 | Apr 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,880 | 422 | 0.36% | 0.34% | 357 | +11 | 0.59% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,875 | 421 | 0.05% | — | 359 | +1,875 | New | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,877 | 421 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pines Wealth Management, LLC | History | Added to | 1,860 | 417 | 0.13% | 0.1% | 360 | +432 | 30.25% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,819 | 414 | 0.01% | 0.02% | 361 | +80 | 4.6% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | New | 1,841 | 413 | 0.02% | — | 362 | +1,841 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 1,819 | 408 | 0.02% | 0.02% | 363 | +9 | 0.5% | Q1 2026 | Apr 23, 2026 |
| American Money Management, LLC | History | Added to | 1,804 | 405 | 0.06% | 0.06% | 364 | +2 | 0.11% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,800 | 404 | 0.0% | 0.0% | 366 | +404 | 28.94% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,801 | 404 | 0.06% | 0.05% | 365 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 1,781 | 400 | 0.03% | 0.03% | 367 | +1 | 0.06% | Q1 2026 | May 15, 2026 |
| Northwest Financial Advisors | History | New | 1,754 | 393 | 0.76% | — | 368 | +1,754 | New | Q1 2026 | Apr 24, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 1,744 | 392 | 0.01% | 0.01% | 369 | -1,136 | -39.44% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 1,730 | 388 | 0.0% | 0.0% | 370 | -1,341 | -43.67% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 1,729 | 388 | 0.0% | 0.0% | 371 | +341 | 24.57% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,726 | 386 | 0.02% | 0.02% | 372 | -693 | -28.65% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 1,701 | 382 | 0.01% | 0.01% | 373 | +36 | 2.16% | Q1 2026 | Apr 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,681 | 377 | 0.0% | 0.0% | 374 | +44 | 2.69% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,678 | 376 | 0.0% | 0.0% | 375 | +158 | 10.39% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Added to | 1,677 | 376 | 0.06% | 0.06% | 376 | +1 | 0.06% | Q1 2026 | Apr 17, 2026 |
| Maxele Advisors, LLC | History | No change | 1,778 | 375 | 0.3% | 0.3% | 377 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Emerald Advisors, LLC | History | No change | 1,659 | 372 | 0.05% | 0.05% | 378 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,647 | 369 | 0.13% | 0.12% | 379 | +110 | 7.16% | Q1 2026 | Apr 23, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 1,630 | 366 | 0.06% | 0.06% | 380 | -98 | -5.67% | Q1 2026 | Apr 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,621 | 364 | 0.01% | 0.01% | 381 | +60 | 3.84% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,604 | 360 | 0.0% | 0.0% | 383 | +15 | 0.94% | Q1 2026 | May 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,607 | 360 | 0.05% | 0.04% | 382 | +7 | 0.44% | Q1 2026 | Apr 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 1,596 | 358 | 0.03% | 0.02% | 384 | +483 | 43.4% | Q1 2026 | May 13, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 1,591 | 357 | 0.18% | 0.17% | 385 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 1,591 | 357 | 0.16% | 0.14% | 386 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jacobs Equity LLC | History | Added to | 1,537 | 354 | 0.32% | 0.29% | 388 | +133 | 9.47% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,580 | 354 | 0.01% | 0.01% | 387 | +15 | 0.96% | Q1 2026 | May 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 1,575 | 353 | 0.04% | 0.04% | 389 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 1,565 | 351 | 0.02% | 0.03% | 390 | -640 | -29.02% | Q1 2026 | May 13, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 1,558 | 350 | 0.22% | 0.22% | 392 | -52 | -3.23% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Added to | 1,562 | 350 | 0.02% | 0.01% | 391 | +5 | 0.32% | Q1 2026 | Apr 30, 2026 |
| Solidarity Wealth, LLC | History | No change | 1,544 | 346 | 0.07% | 0.07% | 393 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 1,539 | 345 | 0.02% | — | 394 | +1,539 | New | Q1 2026 | Apr 16, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 1,533 | 344 | 0.0% | 0.0% | 395 | +410 | 36.51% | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,529 | 343 | 0.0% | 0.0% | 396 | -294 | -16.13% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,535 | 343 | 0.02% | 0.02% | 397 | -245 | -13.76% | Q1 2026 | Apr 27, 2026 |
| X-Square Capital, LLC | History | New | 1,510 | 339 | 0.11% | — | 398 | +1,510 | New | Q1 2026 | May 15, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 1,502 | 337 | 0.22% | 0.26% | 400 | -497 | -24.86% | Q1 2026 | Apr 28, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 1,501 | 337 | 0.17% | 0.17% | 399 | -144 | -8.75% | Q1 2026 | Apr 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 1,496 | 336 | 0.02% | 0.02% | 401 | -188 | -11.16% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,492 | 335 | 0.0% | — | 402 | +1,492 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,492 | 335 | 0.01% | — | 403 | +1,492 | New | Q1 2026 | Apr 27, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 1,487 | 334 | 0.2% | 0.15% | 404 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,483 | 333 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 1,446 | 332 | 0.01% | 0.01% | 406 | +310 | 27.29% | Q1 2026 | May 11, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 1,463 | 328 | 0.14% | 0.13% | 407 | +1 | 0.07% | Q1 2026 | Apr 16, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,459 | 327 | 0.04% | 0.04% | 410 | +165 | 12.75% | Q1 2026 | Apr 28, 2026 |
| Klingman & Associates, LLC | History | Reduced | 1,457 | 327 | 0.02% | 0.02% | 408 | -90 | -5.82% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 1,458 | 327 | 0.01% | 0.01% | 409 | +78 | 5.65% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,454 | 326 | 0.01% | 0.01% | 411 | -29 | -1.96% | Q1 2026 | May 04, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 1,448 | 325 | 0.03% | 0.03% | 412 | -199 | -12.08% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,439 | 321 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Avalon Trust Co | History | Reduced | 1,425 | 320 | 0.02% | 0.02% | 415 | -350 | -19.72% | Q1 2026 | May 06, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 1,427 | 320 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,424 | 319 | 0.01% | 0.01% | 416 | +22 | 1.57% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,418 | 318 | 0.0% | 0.0% | 417 | -249 | -14.94% | Q1 2026 | May 14, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 1,420 | 318 | 0.12% | 0.12% | 418 | -120 | -7.79% | Q1 2026 | Apr 22, 2026 |
| Avondale Wealth Management | History | Reduced | 1,380 | 309 | 0.15% | 0.24% | 420 | -845 | -37.98% | Q1 2026 | Apr 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,378 | 309 | 0.0% | 0.0% | 419 | +135 | 10.86% | Q1 2026 | May 14, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,375 | 308 | 0.14% | 0.13% | 421 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,358 | 305 | 0.02% | 0.02% | 422 | -32 | -2.3% | Q1 2026 | Apr 17, 2026 |
| Clark Asset Management, LLC | History | No change | 1,347 | 302 | 0.03% | 0.03% | 423 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Quartz Partners, LLC | History | New | 1,341 | 301 | 0.12% | — | 426 | +1,341 | New | Q1 2026 | May 05, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 1,342 | 301 | 0.13% | 0.11% | 424 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 1,342 | 301 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 1,331 | 298 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 1,301 | 292 | 0.02% | 0.02% | 428 | +76 | 6.2% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,298 | 291 | 0.01% | 0.01% | 429 | +225 | 20.97% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,310 | 291 | 0.0% | 0.0% | 430 | -57 | -4.17% | Q1 2026 | May 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 1,290 | 289 | 0.13% | 0.12% | 431 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | New | 1,247 | 287 | 0.01% | — | 432 | +1,247 | New | Q1 2026 | May 14, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 1,268 | 284 | 0.03% | 0.03% | 433 | -150 | -10.58% | Q1 2026 | May 08, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,257 | 282 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,235 | 277 | 0.58% | 0.55% | 435 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 1,226 | 275 | 0.12% | 0.11% | 436 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,218 | 273 | 0.01% | 0.01% | 437 | +12 | 1.0% | Q1 2026 | May 14, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 1,217 | 273 | 0.16% | 0.19% | 438 | -11 | -0.9% | Q1 2026 | May 05, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 1,215 | 272 | 0.05% | 0.04% | 439 | +8 | 0.66% | Q1 2026 | Apr 29, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 1,205 | 270 | 0.07% | 0.07% | 440 | -60 | -4.74% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 1,200 | 269 | 0.0% | — | 442 | +1,200 | New | Q1 2026 | May 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 1,200 | 269 | 0.03% | 0.03% | 441 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 1,198 | 268 | 0.03% | 0.03% | 443 | -18 | -1.48% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 1,192 | 267 | 0.03% | 0.03% | 444 | +14 | 1.19% | Q1 2026 | Apr 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 1,182 | 265 | 0.06% | 0.05% | 445 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Essential Planning, LLC. | History | No change | 1,174 | 263 | 0.08% | 0.08% | 446 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 1,170 | 262 | 0.08% | 0.08% | 447 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Avior Wealth Management, LLC | History | New | 1,154 | 259 | 0.01% | — | 448 | +1,154 | New | Q1 2026 | Apr 09, 2026 |
| Cannell & Spears LLC | History | Reduced | 1,152 | 258 | 0.01% | 0.01% | 449 | -282 | -19.67% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,143 | 256 | 0.02% | 0.0% | 450 | +919 | 410.27% | Q1 2026 | Apr 30, 2026 |
| JM2 Capital Inc. | History | No change | 1,144 | 256 | 0.21% | 0.19% | 451 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 1,139 | 255 | 0.07% | 0.06% | 452 | +149 | 15.05% | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 1,137 | 255 | 0.04% | 0.04% | 453 | -122 | -9.69% | Q1 2026 | May 11, 2026 |
| KINTRA WEALTH, LLC | History | New | 1,123 | 252 | 0.02% | — | 454 | +1,123 | New | Q1 2026 | May 15, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 1,120 | 251 | 0.15% | 0.14% | 455 | -1 | -0.09% | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 1,115 | 250 | 0.01% | 0.01% | 456 | -27 | -2.36% | Q1 2026 | Jun 08, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 1,101 | 247 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,082 | 243 | 0.0% | 0.0% | 458 | +8 | 0.74% | Q1 2026 | Apr 30, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 1,080 | 242 | 0.09% | 0.08% | 459 | -40 | -3.57% | Q1 2026 | Apr 22, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,071 | 240 | 0.0% | — | 462 | +1,071 | New | Q1 2026 | Apr 27, 2026 |
| Olistico Wealth, LLC | History | Reduced | 1,071 | 240 | 0.12% | 0.13% | 460 | -221 | -17.11% | Q1 2026 | Apr 08, 2026 |
| Elite Financial, Inc. | History | Added to | 1,072 | 240 | 0.11% | 0.1% | 461 | +3 | 0.28% | Q1 2026 | May 12, 2026 |
| GWN SECURITIES INC. | History | Reduced | 1,064 | 239 | 0.05% | 0.05% | 463 | -25 | -2.3% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 1,067 | 239 | 0.01% | 0.01% | 464 | -12 | -1.11% | Q1 2026 | May 13, 2026 |
| DAVIS R M INC | History | No change | 1,050 | 235 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kathmere Capital Management, LLC | History | New | 1,045 | 234 | 0.01% | — | 467 | +1,045 | New | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | New | 1,043 | 234 | 0.0% | — | 466 | +1,043 | New | Q1 2026 | May 05, 2026 |
| Strategic Financial Concepts, LLC | History | New | 1,040 | 233 | 0.06% | — | 468 | +1,040 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 1,033 | 232 | 0.02% | — | 469 | +1,033 | New | Q1 2026 | Apr 21, 2026 |
| Compass Advisory Group LLC | History | Reduced | 1,026 | 230 | 0.06% | 0.06% | 470 | -83 | -7.48% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 1,024 | 229 | 0.01% | 0.01% | 471 | -9 | -0.87% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,017 | 228 | 0.02% | 0.02% | 472 | -277 | -21.41% | Q1 2026 | Apr 14, 2026 |
| Gallacher Capital Management LLC | History | Added to | 1,010 | 226 | 0.09% | 0.08% | 474 | +3 | 0.3% | Q1 2026 | May 05, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 1,008 | 226 | 0.09% | 0.09% | 473 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| May Barnhard Investments LLC | History | No change | 1,008 | 226 | 0.11% | 0.1% | 475 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quaker Wealth Management, LLC | History | New | 1,000 | 224 | 0.07% | — | 478 | +1,000 | New | Q1 2026 | Apr 10, 2026 |
| WealthSpring Partners, LLC | History | New | 1,000 | 224 | 0.21% | — | 479 | +1,000 | New | Q1 2026 | Apr 20, 2026 |
| tru Independence LLC | History | Reduced | 998 | 224 | 0.11% | 0.07% | 477 | -250 | -20.03% | Q1 2026 | Apr 22, 2026 |
| Apriem Advisors | History | No change | 1,000 | 224 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 982 | 221 | 0.01% | — | 480 | +982 | New | Q1 2026 | May 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 976 | 219 | 0.05% | 0.06% | 481 | -57 | -5.52% | Q1 2026 | May 07, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 975 | 218 | 0.13% | 0.12% | 482 | -146 | -13.02% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 968 | 217 | 0.01% | 0.01% | 483 | +1 | 0.1% | Q1 2026 | Apr 21, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 955 | 214 | 0.11% | 0.06% | 484 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 945 | 212 | 0.07% | 0.07% | 485 | -14 | -1.46% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 946 | 211 | 0.0% | 0.01% | 486 | -374 | -28.33% | Q1 2026 | May 14, 2026 |
| Octavia Wealth Advisors, LLC | History | New | 934 | 209 | 0.02% | — | 488 | +934 | New | Q1 2026 | Apr 10, 2026 |
| VestGen Investment Management | History | New | 932 | 209 | 0.12% | — | 487 | +932 | New | Q1 2026 | May 12, 2026 |
| Rossmore Private Capital | History | No change | 925 | 207 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 921 | 206 | 0.01% | — | 490 | +921 | New | Q1 2026 | May 06, 2026 |
| Autumn Glory Partners, LLC | History | New | 918 | 206 | 0.08% | — | 491 | +918 | New | Q1 2026 | May 04, 2026 |
| Legacy Financial Strategies, LLC | History | New | 912 | 204 | 0.04% | — | 493 | +912 | New | Q1 2026 | Apr 30, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 910 | 204 | 0.02% | 0.02% | 492 | -400 | -30.53% | Q1 2026 | May 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 905 | 203 | 0.03% | — | 494 | +905 | New | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 898 | 201 | 0.01% | — | 495 | +898 | New | Q1 2026 | May 14, 2026 |
| First PREMIER Bank | History | Reduced | 870 | 195 | 0.05% | 0.05% | 496 | -253 | -22.53% | Q1 2026 | Apr 20, 2026 |
| Graney & King, LLC | History | Added to | 809 | 181 | 0.1% | 0.06% | 497 | +279 | 52.64% | Q1 2026 | May 18, 2026 |
| MATHER GROUP, LLC. | History | New | 796 | 178 | 0.0% | — | 498 | +796 | New | Q1 2026 | Apr 13, 2026 |
| City State Bank | History | No change | 753 | 169 | 0.04% | 0.04% | 499 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Coston, McIsaac & Partners | History | Added to | 725 | 162 | 0.04% | 0.04% | 501 | +2 | 0.28% | Q1 2026 | Apr 22, 2026 |
| North Star Investment Management Corp. | History | No change | 725 | 162 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 717 | 161 | 0.0% | 0.0% | 502 | +38 | 5.6% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 714 | 160 | 0.0% | — | 503 | +714 | New | Q1 2026 | May 11, 2026 |
| United Community Bank | History | No change | 710 | 159 | 0.05% | 0.06% | 504 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Colonial Trust Co / SC | History | No change | 700 | 157 | 0.02% | 0.02% | 505 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Asset Dedication, LLC | History | Added to | 689 | 154 | 0.01% | 0.0% | 506 | +617 | 856.94% | Q1 2026 | May 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 649 | 145 | 0.0% | 0.0% | 507 | +332 | 104.73% | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 630 | 141 | 0.05% | 0.05% | 508 | -5 | -0.79% | Q1 2026 | May 11, 2026 |
| Winthrop Capital Management, LLC | History | No change | 625 | 140 | 0.04% | 0.03% | 509 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 601 | 134 | 0.0% | 0.0% | 511 | +225 | 59.84% | Q1 2026 | May 08, 2026 |
| Progressive Investment Management Corp | History | No change | 600 | 134 | 0.04% | 0.03% | 510 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advocate Investing Services LLC | History | No change | 600 | 134 | 0.11% | 0.11% | 512 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 560 | 125 | 0.02% | 0.01% | 513 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Avion Wealth | History | Added to | 525 | 117 | 0.02% | 0.02% | 514 | +53 | 11.23% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | No change | 522 | 117 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Added to | 501 | 113 | 0.0% | 0.0% | 516 | +103 | 25.88% | Q1 2026 | May 14, 2026 |
| Lummis Asset Management, LP | History | No change | 490 | 113 | 0.07% | 0.06% | 517 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 497 | 111 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | New | 479 | 107 | 0.01% | — | 519 | +479 | New | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | Added to | 457 | 102 | 0.0% | 0.0% | 521 | +81 | 21.54% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 458 | 102 | 0.01% | 0.01% | 520 | +3 | 0.66% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Added to | 442 | 99 | 0.05% | 0.05% | 522 | +3 | 0.68% | Q1 2026 | Apr 30, 2026 |
| HM PAYSON & CO | History | No change | 425 | 95 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DAGCO, INC. | History | No change | 423 | 95 | 0.02% | 0.02% | 524 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 401 | 90 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Leo H. Evart, Inc. | History | New | 388 | 87 | 0.07% | — | 526 | +388 | New | Q1 2026 | May 13, 2026 |
| Truvestments Capital LLC | History | No change | 380 | 85 | 0.02% | 0.01% | 527 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 368 | 83 | 0.0% | 0.0% | 529 | +168 | 84.0% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 372 | 83 | 0.0% | 0.0% | 528 | -120 | -24.39% | Q1 2026 | Apr 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 361 | 81 | 0.03% | 0.04% | 530 | -131 | -26.63% | Q1 2026 | Apr 17, 2026 |
| BAYBAN | History | No change | 357 | 80 | 0.07% | 0.07% | 531 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 355 | 79 | 0.03% | 0.03% | 532 | -41 | -10.35% | Q1 2026 | Apr 28, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 350 | 78 | 0.03% | 0.0% | 533 | +340 | 3400.0% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 345 | 77 | 0.0% | 0.0% | 534 | -100 | -22.47% | Q1 2026 | May 13, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 345 | 77 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 342 | 76 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 332 | 74 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 327 | 73 | 0.0% | — | 538 | +327 | New | Q1 2026 | Apr 29, 2026 |
| Minot DeBlois Advisors LLC | History | New | 327 | 73 | 0.07% | — | 539 | +327 | New | Q1 2026 | May 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 321 | 72 | 0.0% | — | 542 | +321 | New | Q1 2026 | Apr 14, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 325 | 72 | 0.01% | 0.01% | 540 | -27 | -7.67% | Q1 2026 | Apr 29, 2026 |
| Sunrise Financial Services, LLC | History | No change | 323 | 72 | 0.05% | 0.05% | 541 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Community Financial Services Group, LLC | History | New | 302 | 67 | 0.01% | — | 544 | +302 | New | Q1 2026 | Apr 08, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 300 | 67 | 0.03% | 0.03% | 543 | +12 | 4.17% | Q1 2026 | Apr 22, 2026 |
| Ankerstar Wealth, LLC | History | No change | 293 | 65 | 0.07% | 0.06% | 545 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Planning Project LLC | History | No change | 300 | 63 | 0.02% | 0.02% | 546 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 265 | 59 | 0.0% | 0.0% | 547 | -3 | -1.12% | Q1 2026 | May 05, 2026 |
| Synergy Investment Management, LLC | History | New | 255 | 57 | 0.02% | — | 549 | +255 | New | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 256 | 57 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TSFG, LLC | History | Added to | 250 | 56 | 0.01% | 0.01% | 550 | +50 | 25.0% | Q1 2026 | Apr 27, 2026 |
| NBT BANK N A /NY | History | Reduced | 241 | 54 | 0.0% | 0.0% | 551 | -36 | -13.0% | Q1 2026 | Apr 28, 2026 |
| CNB Bank | History | No change | 243 | 54 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | No change | 236 | 53 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 235 | 52 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 232 | 52 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 228 | 51 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 227 | 50 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Davis Capital Management | History | No change | 220 | 49 | 0.03% | 0.03% | 558 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 208 | 47 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Added to | 202 | 45 | 0.0% | 0.0% | 560 | +178 | 741.67% | Q1 2026 | Apr 17, 2026 |
| EPG Wealth Management LLC | History | No change | 195 | 43 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 188 | 42 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advantage Trust Co | History | No change | 170 | 38 | 0.02% | 0.02% | 563 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 166 | 37 | 0.0% | 0.0% | 564 | +13 | 8.5% | Q1 2026 | Jun 09, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 165 | 37 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Clark Wealth Partners | History | No change | 169 | 37 | 0.02% | 0.02% | 566 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 163 | 36 | 0.0% | — | 567 | +163 | New | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 159 | 35 | 0.01% | 0.01% | 568 | -50 | -23.92% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | No change | 148 | 33 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | No change | 150 | 33 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 150 | 33 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 145 | 32 | 0.03% | 0.03% | 573 | +1 | 0.69% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | No change | 143 | 32 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 141 | 31 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 140 | 31 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 135 | 30 | 0.01% | — | 577 | +135 | New | Q1 2026 | Apr 20, 2026 |
| Paladin Advisory Group, LLC | History | No change | 136 | 30 | 0.02% | 0.02% | 576 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hara Capital LLC | History | New | 126 | 28 | 0.01% | — | 579 | +126 | New | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Added to | 128 | 28 | 0.0% | 0.0% | 578 | +74 | 137.04% | Q1 2026 | Apr 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 115 | 25 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Breakwater Investment Management | History | No change | 115 | 25 | 0.01% | 0.01% | 581 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 104 | 23 | 0.0% | 0.03% | 582 | -1,216 | -92.12% | Q1 2026 | Apr 28, 2026 |
| NFSG Corp | History | Reduced | 105 | 23 | 0.0% | 0.0% | 583 | -8 | -7.08% | Q1 2026 | May 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 106 | 23 | 0.01% | 0.01% | 584 | +1 | 0.95% | Q1 2026 | Apr 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 100 | 22 | 0.0% | — | 589 | +100 | New | Q1 2026 | Apr 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 100 | 22 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Byrne Asset Management LLC | History | No change | 100 | 22 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Park Place Capital Corp | History | No change | 100 | 22 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 102 | 22 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | No change | 94 | 21 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Front Row Advisors LLC | History | No change | 90 | 20 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 91 | 20 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 86 | 19 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 84 | 18 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | New | 75 | 17 | 0.0% | — | 596 | +75 | New | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 80 | 17 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 72 | 16 | 0.01% | 0.01% | 597 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 68 | 15 | 0.01% | — | 601 | +68 | New | Q1 2026 | Apr 21, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 70 | 15 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 70 | 15 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 69 | 15 | 0.01% | 0.01% | 600 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 66 | 14 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 67 | 14 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 63 | 14 | 0.01% | 0.01% | 604 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 54 | 12 | 0.01% | 0.01% | 606 | -77 | -58.78% | Q1 2026 | May 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 57 | 12 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Nemes Rush Group LLC | History | No change | 56 | 12 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 56 | 12 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | No change | 50 | 11 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 46 | 10 | 0.0% | — | 613 | +46 | New | Q1 2026 | Apr 06, 2026 |
| JNBA Financial Advisors | History | Reduced | 46 | 10 | 0.0% | 0.0% | 611 | -5 | -9.8% | Q1 2026 | Apr 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 45 | 10 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 49 | 10 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 43 | 9 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 43 | 9 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | Reduced | 37 | 8 | 0.0% | 0.0% | 616 | -24 | -39.34% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 35 | 7 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 35 | 7 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Caldwell Trust Co | History | No change | 35 | 7 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 31 | 6 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| High Note Wealth, LLC | History | New | 26 | 5 | 0.0% | — | 626 | +26 | New | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 24 | 5 | 0.0% | — | 627 | +24 | New | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 24 | 5 | 0.0% | 0.0% | 621 | -13 | -35.14% | Q1 2026 | May 14, 2026 |
| Founders Capital Management | History | No change | 25 | 5 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 28 | 5 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Valued Wealth Advisors LLC | History | No change | 24 | 5 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 25 | 5 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Robinswood Financial LLC | History | New | 19 | 4 | 0.01% | — | 628 | +19 | New | Q1 2026 | Jun 09, 2026 |
| OBSIDIAN CIO, LLC | History | New | 17 | 3 | 0.0% | — | 632 | +17 | New | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 14 | 3 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 11 | 2 | 0.0% | — | 637 | +11 | New | Q1 2026 | May 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 9 | 2 | 0.0% | — | 636 | +9 | New | Q1 2026 | Apr 13, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 11 | 2 | 0.0% | 0.0% | 635 | +1 | 10.0% | Q1 2026 | Apr 30, 2026 |
| CITY HOLDING CO | History | No change | 10 | 2 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Independence Bank of Kentucky | History | No change | 13 | 2 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 6 | 1 | 0.0% | — | 640 | +6 | New | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CORDA Investment Management, LLC. | History | Closed out | 0 | 0 | — | 0.38% | — | -24,542 | -100.0% | Q1 2026 | May 04, 2026 |
| Royal Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -15,154 | -100.0% | Q1 2026 | May 19, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,717 | -100.0% | Q1 2026 | Jun 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -7,834 | -100.0% | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,777 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Phoenix Financial Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,137 | -100.0% | Q1 2026 | May 11, 2026 |
| Axiom Financial Strategies, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -4,383 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Reduced | 2 | 0 | — | 0.04% | — | -4,268 | -99.95% | Q1 2026 | May 05, 2026 |
| Blue Chip Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,811 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,461 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,597 | -100.0% | Q1 2026 | May 20, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -2,528 | -100.0% | Q1 2026 | May 08, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,197 | -100.0% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -2,057 | -100.0% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -1,959 | -100.0% | Q1 2026 | May 12, 2026 |
| Cambridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,759 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,734 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Payne Capital LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -1,479 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Checchi Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,440 | -100.0% | Q1 2026 | May 04, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,437 | -100.0% | Q1 2026 | May 01, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,434 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -1,403 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BCM ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,357 | -100.0% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -1,297 | -100.0% | Q1 2026 | Apr 24, 2026 |
| 21 West Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -1,291 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,191 | -100.0% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,093 | -100.0% | Q1 2026 | Apr 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,080 | -100.0% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,060 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Closed out | 0 | 0 | — | 0.01% | — | -1,029 | -100.0% | Q1 2026 | May 12, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,015 | -100.0% | Q1 2026 | May 04, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,001 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Strata Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -974 | -100.0% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -959 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -593 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -528 | -100.0% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -288 | -100.0% | Q1 2026 | May 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -249 | -100.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q1 2026 | Apr 28, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -206 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -203 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q1 2026 | May 01, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -172 | -100.0% | Q1 2026 | May 11, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -170 | -100.0% | Q1 2026 | May 11, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -125 | -100.0% | Q1 2026 | May 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | Apr 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 20, 2026 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 13, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 01, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Centennial Bank/AR/ | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |