VANGUARD WORLD FUND - VDE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,964,299 | 339,902 | 0.02% | 0.02% | 1 | -30,069 | -1.51% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,587,679 | 274,732 | 0.02% | 0.01% | 2 | +109,506 | 7.41% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,025,115 | 177,385 | 0.03% | 0.02% | 3 | +32,060 | 3.23% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 977,346 | 169,119 | 0.03% | 0.02% | 4 | -77,603 | -7.36% | Q1 2026 | Jul 08, 2026 |
| LPL Financial LLC | History | Added to | 818,310 | 141,600 | 0.04% | 0.03% | 5 | +4,557 | 0.56% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 807,650 | 139,755 | 0.31% | 0.24% | 6 | -27,980 | -3.35% | Q1 2026 | May 05, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 720,530 | 124,680 | 7.01% | 5.37% | 7 | -77,170 | -9.67% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 566,815 | 98,081 | 0.03% | 0.02% | 8 | +82,518 | 17.04% | Q1 2026 | May 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 497,366 | 86,064 | 0.07% | 0.08% | 9 | -285,479 | -36.47% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 493,318 | 85,364 | 0.01% | 0.01% | 10 | +73,950 | 17.63% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 452,227 | 78,253 | 0.04% | 0.0% | 11 | +400,286 | 770.66% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 368,445 | 63,755 | 0.68% | 0.49% | 12 | -2,486 | -0.67% | Q1 2026 | May 11, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 354,019 | 61,259 | 0.96% | 0.65% | 13 | +4,778 | 1.37% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 316,018 | 55,155 | 0.01% | 0.01% | 14 | +131,576 | 71.34% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 301,437 | 52,161 | 0.05% | 0.03% | 15 | -5,512 | -1.8% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 300,782 | 52,047 | 0.06% | 0.04% | 16 | +38,015 | 14.47% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 252,500 | 43,692 | 0.11% | 0.09% | 17 | -19,521 | -7.18% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 236,242 | 40,890 | 0.06% | 0.04% | 18 | +12,575 | 5.62% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 223,775 | 38,721 | 0.02% | 0.02% | 19 | -53,224 | -19.21% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 221,700 | 38,362 | 0.01% | — | 20 | +221,700 | New | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 217,619 | 37,656 | 0.01% | 0.01% | 21 | +6,185 | 2.93% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 203,509 | 35,215 | 0.04% | 0.03% | 22 | +825 | 0.41% | Q1 2026 | May 05, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 181,711 | 31,443 | 1.7% | 1.22% | 23 | +6,062 | 3.45% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | New | 174,266 | 30,154 | 0.03% | — | 24 | +174,266 | New | Q1 2026 | May 14, 2026 |
| Greenline Partners, LLC | History | Added to | 163,244 | 28,247 | 3.04% | 2.26% | 25 | +6,317 | 4.03% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 161,826 | 28,002 | 0.45% | 0.44% | 26 | -49,327 | -23.36% | Q1 2026 | Jun 23, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 159,944 | 27,676 | 1.07% | 0.92% | 27 | -36,012 | -18.38% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 145,844 | 25,236 | 0.55% | 0.4% | 28 | +3,007 | 2.11% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 145,778 | 25,067 | 0.04% | 0.02% | 29 | -1,206 | -0.82% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 144,695 | 25,038 | 0.04% | 0.03% | 30 | +5,063 | 3.63% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 139,137 | 24,076 | 0.06% | 0.04% | 31 | +9,947 | 7.7% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL PLC | History | New | 134,900 | 23,343 | 0.14% | — | 32 | +134,900 | New | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 134,018 | 23,190 | 0.03% | 0.03% | 33 | -3,646 | -2.65% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 132,607 | 22,946 | 0.0% | 0.0% | 34 | +56,831 | 75.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 124,481 | 21,540 | 0.04% | 0.0% | 35 | +122,701 | 6893.31% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 117,500 | 20,332 | 0.03% | 0.0% | 36 | +110,100 | 1487.84% | Q1 2026 | May 15, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 117,204 | 20,281 | 1.9% | 1.32% | 37 | -222 | -0.19% | Q1 2026 | May 15, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 108,606 | 18,793 | 9.41% | 7.59% | 38 | +8,474 | 8.46% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 108,500 | 18,774 | 0.0% | 0.0% | 39 | +70,336 | 184.3% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 104,294 | 18,047 | 0.01% | 0.01% | 40 | +434 | 0.42% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 98,322 | 17,013 | 0.02% | 0.02% | 41 | -19,927 | -16.85% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 94,317 | 16,505 | 0.0% | 0.0% | 42 | -6,924 | -6.84% | Q1 2026 | May 13, 2026 |
| TrueWealth Financial Partners | History | New | 84,984 | 14,705 | 5.86% | — | 43 | +84,984 | New | Q1 2026 | May 20, 2026 |
| SWAN Capital LLC | History | Reduced | 84,302 | 14,587 | 5.36% | 4.58% | 44 | -9,306 | -9.94% | Q1 2026 | May 14, 2026 |
| Estate Counselors, LLC | History | Reduced | 82,989 | 14,360 | 1.28% | 1.2% | 45 | -30,431 | -26.83% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 78,757 | 13,628 | 0.08% | 0.06% | 46 | -1,133 | -1.42% | Q1 2026 | May 05, 2026 |
| CMH Wealth Management LLC | History | Reduced | 78,038 | 13,503 | 2.32% | 2.58% | 47 | -17,684 | -18.47% | Q1 2026 | Apr 13, 2026 |
| Grove Bank & Trust | History | Added to | 76,790 | 13,287 | 1.5% | 0.51% | 48 | +40,455 | 111.34% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 74,928 | 12,965 | 0.01% | 0.01% | 49 | +4,705 | 6.7% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 68,931 | 11,927 | 0.04% | 0.01% | 50 | +46,680 | 209.79% | Q1 2026 | Jun 02, 2026 |
| BFSG, LLC | History | Reduced | 64,713 | 11,197 | 1.06% | 0.86% | 51 | -5,525 | -7.87% | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Added to | 63,995 | 11,073 | 0.69% | 0.49% | 52 | +1,058 | 1.68% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 63,454 | 10,980 | 2.71% | 1.8% | 53 | +2,639 | 4.34% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 61,666 | 10,670 | 0.06% | 0.05% | 54 | -9,830 | -13.75% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 60,709 | 10,505 | 0.02% | 0.01% | 55 | +24,623 | 68.23% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Added to | 59,574 | 10,309 | 0.03% | 0.02% | 56 | +6,473 | 12.19% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 59,490 | 10,294 | 0.02% | 0.02% | 57 | -4,551 | -7.11% | Q1 2026 | May 14, 2026 |
| Elgethun Capital Management | History | Added to | 59,369 | 10,273 | 1.7% | 1.26% | 58 | +1,562 | 2.7% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 58,329 | 10,093 | 1.99% | 0.06% | 59 | +55,827 | 2231.29% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 56,574 | 9,789 | 0.03% | 0.02% | 60 | +1,100 | 1.98% | Q1 2026 | May 14, 2026 |
| Polianta Ltd | History | New | 55,200 | 9,551 | 1.27% | — | 61 | +55,200 | New | Q1 2026 | Apr 16, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 53,817 | 9,312 | 2.16% | 0.05% | 62 | +51,984 | 2836.01% | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 51,473 | 8,906 | 0.41% | 0.14% | 63 | +27,216 | 112.2% | Q1 2026 | Apr 29, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 49,768 | 8,611 | 0.29% | 0.21% | 64 | -3,228 | -6.09% | Q1 2026 | May 15, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 49,212 | 8,515 | 5.67% | 4.16% | 65 | -2,702 | -5.2% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 48,901 | 8,461 | 0.03% | 0.02% | 66 | -325 | -0.66% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,727 | 8,431 | 0.03% | 0.02% | 67 | +8,177 | 20.17% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 48,584 | 8,406 | 0.06% | 0.05% | 68 | -545 | -1.11% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 48,495 | 8,391 | 0.1% | 0.07% | 69 | +5,253 | 12.15% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 48,360 | 8,368 | 0.02% | 0.02% | 70 | -3,417 | -6.6% | Q1 2026 | May 04, 2026 |
| Gerald Baker Financial Group LLC | History | New | 46,954 | 8,124 | 2.57% | — | 71 | +46,954 | New | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Added to | 45,512 | 7,875 | 0.1% | 0.07% | 72 | +237 | 0.52% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 45,265 | 7,832 | 0.01% | 0.01% | 73 | +8,930 | 24.58% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 45,060 | 7,797 | 0.08% | — | 74 | +45,060 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 42,610 | 7,539 | 0.0% | 0.0% | 75 | +10,392 | 32.26% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Added to | 45,028 | 7,089 | 0.48% | 0.34% | 76 | +6,989 | 18.37% | Q1 2026 | May 12, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 40,860 | 7,070 | 2.14% | 1.8% | 77 | -4,305 | -9.53% | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | Reduced | 40,566 | 7,019 | 0.08% | 0.07% | 78 | -5,329 | -11.61% | Q1 2026 | May 05, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 40,291 | 6,971 | 1.74% | 1.9% | 79 | -2,032 | -4.8% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 39,536 | 6,841 | 1.61% | 0.01% | 80 | +39,346 | 20708.42% | Q1 2026 | May 06, 2026 |
| NKCFO LLC | History | New | 38,300 | 6,627 | 1.96% | — | 81 | +38,300 | New | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 38,022 | 6,579 | 0.01% | 0.0% | 82 | -4,963 | -11.55% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 37,689 | 6,521 | 0.07% | 0.04% | 83 | +12,997 | 52.64% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 37,657 | 6,516 | 0.07% | 0.02% | 84 | +20,795 | 123.32% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 37,110 | 6,421 | 0.03% | 0.03% | 85 | +345 | 0.94% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 37,082 | 6,416 | 0.54% | 0.37% | 86 | +744 | 2.05% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 36,968 | 6,396 | 0.02% | 0.02% | 87 | -8,065 | -17.91% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,627 | 6,338 | 0.01% | 0.01% | 88 | +822 | 2.3% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 35,916 | 6,214 | 0.55% | 0.36% | 89 | +159 | 0.44% | Q1 2026 | Apr 30, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 35,643 | 6,167 | 2.77% | 2.15% | 90 | +28 | 0.08% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 34,113 | 5,913 | 0.1% | 0.07% | 91 | +941 | 2.84% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Added to | 34,083 | 5,897 | 0.01% | 0.0% | 92 | +9,953 | 41.25% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,774 | 5,844 | 0.01% | 0.01% | 93 | +3,256 | 10.67% | Q1 2026 | Apr 27, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 33,211 | 5,746 | 0.66% | 0.48% | 94 | +234 | 0.71% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 32,531 | 5,629 | 0.21% | 0.14% | 95 | +112 | 0.35% | Q1 2026 | May 07, 2026 |
| Stegent Equity Advisors, Inc. | History | New | 32,409 | 5,608 | 4.78% | — | 96 | +32,409 | New | Q1 2026 | Apr 24, 2026 |
| GoalFusion Wealth Management, LLC | History | Reduced | 31,495 | 5,449 | 2.47% | 2.14% | 97 | -5,330 | -14.47% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 31,150 | 5,390 | 0.01% | 0.0% | 98 | +1,277 | 4.27% | Q1 2026 | May 14, 2026 |
| Royal Fund Management, LLC | History | Added to | 30,304 | 5,250 | 0.5% | 0.33% | 99 | +1,584 | 5.52% | Q1 2026 | May 19, 2026 |
| Parallel Advisors, LLC | History | Reduced | 30,320 | 5,246 | 0.09% | 0.07% | 100 | -1,496 | -4.7% | Q1 2026 | Jun 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 29,907 | 5,175 | 0.03% | 0.01% | 101 | +14,317 | 91.83% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,114 | 5,133 | 0.01% | 0.01% | 102 | -16,716 | -33.55% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 29,111 | 5,037 | 0.0% | 0.0% | 103 | -11,142 | -27.68% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,877 | 4,997 | 0.01% | 0.01% | 104 | +183 | 0.64% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 28,619 | 4,952 | 0.15% | 0.1% | 105 | +2,576 | 9.89% | Q1 2026 | Apr 06, 2026 |
| Boxwood Ventures, Inc. | History | No change | 27,720 | 4,796 | 5.08% | 3.51% | 106 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 27,423 | 4,745 | 2.77% | 1.95% | 107 | +726 | 2.72% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 26,726 | 4,625 | 0.01% | 0.01% | 108 | +978 | 3.8% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 26,465 | 4,579 | 0.11% | 0.08% | 110 | +585 | 2.26% | Q1 2026 | May 11, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 26,464 | 4,579 | 2.06% | 1.51% | 109 | -15 | -0.06% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 26,402 | 4,568 | 0.12% | 0.09% | 111 | -1,026 | -3.74% | Q1 2026 | Apr 13, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 25,766 | 4,458 | 0.91% | 0.94% | 112 | -9,792 | -27.54% | Q1 2026 | Apr 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 25,710 | 4,448 | 1.07% | 0.68% | 113 | +3,393 | 15.2% | Q1 2026 | May 01, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 25,528 | 4,417 | 3.51% | 2.25% | 114 | +575 | 2.3% | Q1 2026 | Apr 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 25,410 | 4,396 | 0.05% | 0.04% | 115 | +112 | 0.44% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,683 | 4,271 | 0.01% | 0.01% | 116 | +55 | 0.22% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,157 | 4,180 | 0.07% | 0.06% | 117 | +557 | 2.36% | Q1 2026 | May 18, 2026 |
| Kinloch Capital, LLC | History | New | 24,030 | 4,158 | 1.7% | — | 118 | +24,030 | New | Q1 2026 | May 15, 2026 |
| Avos Capital Management, LLC | History | Added to | 23,999 | 4,152 | 1.64% | 1.0% | 119 | +5,781 | 31.73% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 23,978 | 4,149 | 0.0% | 0.0% | 120 | +4,607 | 23.78% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | New | 23,694 | 4,100 | 0.16% | — | 121 | +23,694 | New | Q1 2026 | Apr 10, 2026 |
| Sarasin & Partners LLP | History | New | 23,409 | 4,050 | 0.05% | — | 122 | +23,409 | New | Q1 2026 | Apr 13, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 23,124 | 4,001 | 1.5% | 1.06% | 123 | -92 | -0.4% | Q1 2026 | May 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 23,104 | 3,998 | 0.19% | 0.2% | 124 | -12,123 | -34.41% | Q1 2026 | May 18, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 23,082 | 3,994 | 1.74% | 1.22% | 125 | +352 | 1.55% | Q1 2026 | Apr 30, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 22,817 | 3,948 | 2.08% | 1.5% | 126 | +55 | 0.24% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Added to | 22,799 | 3,945 | 0.0% | 0.0% | 127 | +4,742 | 26.26% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 22,772 | 3,940 | 0.01% | 0.01% | 128 | -184 | -0.8% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 22,746 | 3,935 | 0.09% | 0.07% | 129 | -2,898 | -11.3% | Q1 2026 | May 15, 2026 |
| Silver Coast Investments LLC | History | Reduced | 22,549 | 3,901 | 1.24% | 1.16% | 130 | -4,242 | -15.83% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 21,546 | 3,728 | 0.04% | 0.03% | 131 | -595 | -2.69% | Q1 2026 | Apr 28, 2026 |
| My Personal CFO, LLC | History | Added to | 21,456 | 3,712 | 1.63% | 1.13% | 132 | +18 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Newport Capital Group, LLC | History | Added to | 21,368 | 3,697 | 2.25% | 1.56% | 133 | +1,084 | 5.34% | Q1 2026 | May 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 21,028 | 3,638 | 0.83% | 0.59% | 134 | +326 | 1.57% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 20,651 | 3,573 | 0.03% | 0.03% | 135 | -11,762 | -36.29% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,526 | 3,551 | 0.02% | 0.01% | 136 | +495 | 2.47% | Q1 2026 | Apr 24, 2026 |
| North Forty Two & Co. | History | Added to | 20,022 | 3,464 | 3.2% | 2.37% | 137 | +55 | 0.28% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 19,479 | 3,370 | 0.02% | 0.01% | 138 | +226 | 1.17% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 19,343 | 3,347 | 0.08% | 0.05% | 139 | +3,170 | 19.6% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 19,329 | 3,344 | 0.05% | 0.02% | 140 | +9,506 | 96.77% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 19,313 | 3,343 | 0.03% | 0.02% | 141 | +1,564 | 8.81% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 19,121 | 3,308 | 0.38% | 0.25% | 142 | +1,029 | 5.69% | Q1 2026 | May 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 18,580 | 3,215 | 0.14% | 0.09% | 143 | -112 | -0.6% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 18,189 | 3,147 | 0.02% | 0.01% | 144 | +8,454 | 86.84% | Q1 2026 | May 13, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 18,138 | 3,138 | 0.79% | 0.59% | 145 | -459 | -2.47% | Q1 2026 | Apr 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 18,132 | 3,137 | 0.03% | 0.02% | 146 | -1,296 | -6.67% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | Reduced | 17,920 | 3,100 | 0.05% | 0.03% | 147 | -69 | -0.38% | Q1 2026 | May 08, 2026 |
| Financial Freedom, LLC | History | Reduced | 17,784 | 3,077 | 1.53% | 1.3% | 148 | -2,970 | -14.31% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 17,654 | 3,054 | 0.0% | 0.0% | 149 | -8,103 | -31.46% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,600 | 3,045 | 0.0% | 0.0% | 150 | -14,500 | -45.17% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 17,416 | 3,013 | 0.05% | 0.04% | 151 | +95 | 0.55% | Q1 2026 | Apr 27, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 15,670 | 2,711 | 1.23% | 0.72% | 152 | +4,547 | 40.88% | Q1 2026 | May 13, 2026 |
| Retireful, LLC | History | New | 15,588 | 2,697 | 3.8% | — | 153 | +15,588 | New | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 15,399 | 2,664 | 0.0% | 0.0% | 154 | +3,020 | 24.4% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 15,389 | 2,662 | 0.31% | 0.25% | 155 | -481 | -3.03% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 15,928 | 2,656 | 0.2% | 0.16% | 156 | -805 | -4.81% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 15,321 | 2,651 | 0.07% | 0.05% | 157 | +2,045 | 15.4% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,058 | 2,605 | 0.0% | 0.0% | 158 | +10,900 | 262.15% | Q1 2026 | May 15, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 14,847 | 2,569 | 2.93% | 2.15% | 159 | -449 | -2.94% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 14,792 | 2,559 | 0.0% | 0.0% | 160 | +6,856 | 86.39% | Q1 2026 | May 11, 2026 |
| FCA CORP /TX | History | Added to | 14,673 | 2,538 | 0.72% | 0.51% | 161 | +333 | 2.32% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | New | 14,525 | 2,513 | 0.0% | — | 162 | +14,525 | New | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 14,429 | 2,497 | 0.08% | 0.07% | 163 | -3,055 | -17.47% | Q1 2026 | May 15, 2026 |
| Elite Financial, Inc. | History | Added to | 14,424 | 2,495 | 1.12% | 0.77% | 164 | +972 | 7.23% | Q1 2026 | May 12, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 15,576 | 2,471 | 0.54% | 0.53% | 165 | -2,631 | -14.45% | Q1 2026 | Apr 16, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 14,225 | 2,461 | 0.69% | 0.58% | 166 | -92 | -0.64% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 14,057 | 2,432 | 0.01% | 0.01% | 167 | +2,158 | 18.14% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Added to | 14,029 | 2,427 | 0.63% | 0.45% | 168 | +1,053 | 8.11% | Q1 2026 | Apr 08, 2026 |
| SYON CAPITAL LLC | History | Reduced | 13,562 | 2,346 | 0.12% | 0.1% | 169 | -2,803 | -17.13% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,523 | 2,340 | 0.02% | 0.01% | 170 | +1,249 | 10.18% | Q1 2026 | Apr 27, 2026 |
| Clark Capital Management Group, Inc. | History | New | 13,490 | 2,334 | 0.01% | — | 171 | +13,490 | New | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 13,273 | 2,296 | 0.09% | 0.02% | 172 | +8,709 | 190.82% | Q1 2026 | May 11, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 13,265 | 2,295 | 0.91% | 0.67% | 173 | -454 | -3.31% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,193 | 2,283 | 0.15% | 0.1% | 174 | +828 | 6.7% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 17,958 | 2,261 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 12,975 | 2,245 | 0.01% | 0.0% | 176 | -205 | -1.56% | Q1 2026 | May 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 12,937 | 2,238 | 0.03% | 0.04% | 177 | -7,502 | -36.7% | Q1 2026 | May 12, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 12,927 | 2,236 | 0.65% | 0.49% | 178 | -302 | -2.28% | Q1 2026 | Apr 20, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 12,829 | 2,219 | 2.01% | 1.47% | 179 | +78 | 0.61% | Q1 2026 | May 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,795 | 2,214 | 0.01% | 0.01% | 180 | +371 | 2.99% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 12,730 | 2,202 | 0.24% | — | 181 | +12,730 | New | Q1 2026 | Apr 15, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 12,575 | 2,175 | 0.37% | 0.26% | 182 | +395 | 3.24% | Q1 2026 | Apr 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 12,490 | 2,161 | 0.01% | 0.01% | 183 | -11,063 | -46.97% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 12,485 | 2,160 | 0.22% | 0.23% | 184 | -5,978 | -32.38% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 12,705 | 2,135 | 0.19% | 0.16% | 185 | -641 | -4.8% | Q1 2026 | May 11, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 12,187 | 2,108 | 1.82% | 1.43% | 186 | -1,279 | -9.5% | Q1 2026 | May 06, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 12,089 | 2,091 | 0.06% | 0.06% | 187 | -3,814 | -23.98% | Q1 2026 | Apr 16, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 11,732 | 2,030 | 0.42% | 0.33% | 188 | -525 | -4.28% | Q1 2026 | Apr 23, 2026 |
| Bonfire Financial | History | Reduced | 11,674 | 2,018 | 1.52% | 1.82% | 189 | -7,722 | -39.81% | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 11,586 | 2,004 | 0.1% | 0.07% | 190 | +1,192 | 11.47% | Q1 2026 | Apr 23, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 11,470 | 1,984 | 2.53% | 1.65% | 191 | +1,267 | 12.42% | Q1 2026 | Apr 21, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 11,304 | 1,956 | 0.12% | 0.09% | 192 | +3 | 0.03% | Q1 2026 | Jun 09, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 11,132 | 1,926 | 0.12% | 0.09% | 193 | -288 | -2.52% | Q1 2026 | Apr 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 11,051 | 1,912 | 0.04% | 0.03% | 194 | -80 | -0.72% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11,026 | 1,907 | 0.05% | 0.03% | 195 | +1,457 | 15.23% | Q1 2026 | Apr 27, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 11,011 | 1,905 | 1.96% | 1.45% | 196 | -44 | -0.4% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,696 | 1,850 | 0.0% | 0.0% | 197 | +7,109 | 198.19% | Q1 2026 | May 13, 2026 |
| Athena Investment Management | History | Reduced | 10,642 | 1,841 | 0.95% | 0.69% | 198 | -66 | -0.62% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 10,228 | 1,769 | 0.1% | 0.08% | 199 | -250 | -2.39% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,143 | 1,755 | 0.06% | 0.05% | 200 | -45 | -0.44% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 10,036 | 1,736 | 0.02% | 0.02% | 201 | -1,866 | -15.68% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 9,938 | 1,719 | 0.03% | 0.01% | 202 | +4,756 | 91.78% | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 9,888 | 1,710 | 0.11% | 0.08% | 203 | +136 | 1.39% | Q1 2026 | Apr 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 13,552 | 1,706 | 0.13% | 0.13% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 9,841 | 1,702 | 0.08% | 0.06% | 205 | -140 | -1.4% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,770 | 1,690 | 0.01% | 0.01% | 206 | +138 | 1.43% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,686 | 1,676 | 0.01% | 0.0% | 207 | +331 | 3.54% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,548 | 1,652 | 0.01% | 0.01% | 208 | -319 | -3.23% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,441 | 1,633 | 0.01% | 0.01% | 209 | +1,120 | 13.46% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,431 | 1,631 | 0.02% | 0.02% | 210 | +46 | 0.49% | Q1 2026 | Apr 23, 2026 |
| Sharper & Granite LLC | History | Reduced | 9,397 | 1,626 | 0.56% | 0.45% | 211 | -701 | -6.94% | Q1 2026 | Apr 08, 2026 |
| Asset Management Group, Inc. | History | Reduced | 9,357 | 1,619 | 0.26% | 0.2% | 212 | -470 | -4.78% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 9,315 | 1,611 | 0.0% | 0.0% | 213 | -234 | -2.45% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 9,281 | 1,606 | 0.02% | 0.01% | 214 | +4,312 | 86.78% | Q1 2026 | May 15, 2026 |
| Rather & Kittrell, Inc. | History | No change | 9,255 | 1,601 | 0.25% | 0.19% | 215 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 9,136 | 1,580 | 0.11% | — | 216 | +9,136 | New | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 9,096 | 1,574 | 0.0% | 0.0% | 217 | -388 | -4.09% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 9,099 | 1,574 | 0.12% | 0.09% | 218 | -32 | -0.35% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,442 | 1,566 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,045 | 1,565 | 0.01% | 0.01% | 220 | +12 | 0.13% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 8,986 | 1,554 | 0.02% | 0.02% | 221 | -269 | -2.91% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 8,865 | 1,533 | 0.04% | 0.03% | 222 | -686 | -7.18% | Q1 2026 | May 08, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 8,768 | 1,517 | 0.27% | 0.29% | 223 | -3,311 | -27.41% | Q1 2026 | Apr 15, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 8,742 | 1,512 | 0.17% | 0.14% | 224 | -1,357 | -13.44% | Q1 2026 | May 04, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 8,725 | 1,509 | 0.18% | 0.12% | 225 | +600 | 7.38% | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,711 | 1,507 | 0.03% | 0.02% | 226 | +953 | 12.28% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,700 | 1,505 | 0.05% | 0.02% | 227 | +1,046 | 13.67% | Q1 2026 | Apr 23, 2026 |
| Factor Wealth Management LTD | History | Reduced | 8,683 | 1,502 | 0.28% | 0.3% | 228 | -2,357 | -21.35% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Group, LLC | History | Reduced | 8,645 | 1,495 | 0.13% | 0.09% | 229 | -104 | -1.19% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 8,544 | 1,478 | 0.21% | 0.16% | 230 | -67 | -0.78% | Q1 2026 | May 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 8,420 | 1,456 | 0.54% | 0.35% | 231 | +700 | 9.07% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 8,585 | 1,451 | 0.02% | 0.01% | 232 | -1,198 | -12.25% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,356 | 1,446 | 0.05% | 0.04% | 233 | +111 | 1.35% | Q1 2026 | Apr 07, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 8,354 | 1,445 | 0.95% | 0.74% | 234 | -199 | -2.33% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 8,257 | 1,428 | 0.15% | 0.1% | 235 | +975 | 13.39% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 8,234 | 1,424 | 0.04% | 0.03% | 236 | -15 | -0.18% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,173 | 1,414 | 0.0% | 0.0% | 237 | +5,909 | 261.0% | Q1 2026 | May 14, 2026 |
| 55 North Private Wealth, LLC | History | No change | 8,000 | 1,384 | 0.35% | 0.27% | 238 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,221 | 1,371 | 0.01% | 0.04% | 239 | -22,113 | -72.9% | Q1 2026 | Apr 07, 2026 |
| &PARTNERS | History | Added to | 7,905 | 1,367 | 0.01% | 0.0% | 240 | +893 | 12.74% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | No change | 7,863 | 1,360 | 0.09% | 0.07% | 241 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,749 | 1,340 | 0.01% | 0.01% | 242 | +2,529 | 48.45% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,716 | 1,335 | 0.07% | 0.05% | 243 | +88 | 1.15% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,863 | 1,334 | 0.01% | 0.0% | 244 | +4,201 | 74.2% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,708 | 1,333 | 0.0% | — | 245 | +7,708 | New | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 7,664 | 1,326 | 0.02% | — | 246 | +7,664 | New | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 7,633 | 1,320 | 0.08% | 0.06% | 247 | -577 | -7.03% | Q1 2026 | Apr 20, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 7,585 | 1,312 | 0.07% | 0.05% | 248 | -149 | -1.93% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,580 | 1,311 | 0.0% | 0.0% | 249 | -61 | -0.8% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,522 | 1,301 | 0.03% | 0.03% | 250 | -2,442 | -24.51% | Q1 2026 | May 01, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 7,444 | 1,288 | 0.14% | 0.19% | 251 | -5,909 | -44.25% | Q1 2026 | Apr 24, 2026 |
| Savant Capital, LLC | History | Added to | 7,385 | 1,277 | 0.01% | 0.01% | 252 | +4 | 0.05% | Q1 2026 | May 04, 2026 |
| Cove Private Wealth, LLC | History | Added to | 7,375 | 1,276 | 0.29% | 0.11% | 253 | +4,537 | 159.87% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 7,304 | 1,263 | 0.01% | 0.0% | 254 | +939 | 14.75% | Q1 2026 | May 11, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 7,245 | 1,253 | 0.21% | 0.14% | 255 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 7,000 | 1,211 | 0.73% | 0.57% | 256 | -800 | -10.26% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 6,960 | 1,204 | 0.12% | 0.11% | 257 | +10 | 0.14% | Q1 2026 | Apr 06, 2026 |
| Enclave Advisors LLC | History | Reduced | 6,890 | 1,192 | 0.16% | 0.15% | 258 | -1,268 | -15.54% | Q1 2026 | Apr 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 6,856 | 1,186 | 0.01% | 0.01% | 259 | +689 | 11.17% | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,836 | 1,182 | 0.07% | 0.06% | 260 | -743 | -9.8% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 7,173 | 1,167 | 0.18% | 0.15% | 261 | -39 | -0.54% | Q1 2026 | Apr 16, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 6,726 | 1,163 | 0.58% | 0.46% | 262 | -169 | -2.45% | Q1 2026 | Apr 20, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 6,667 | 1,153 | 0.05% | 0.04% | 263 | +139 | 2.13% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 6,645 | 1,149 | 0.06% | 0.04% | 264 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 6,635 | 1,148 | 0.0% | 0.0% | 265 | +37 | 0.56% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,533 | 1,130 | 0.02% | 0.01% | 266 | -217 | -3.21% | Q1 2026 | May 15, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 7,205 | 1,124 | 0.51% | 0.49% | 267 | -1,353 | -15.81% | Q1 2026 | Apr 23, 2026 |
| Modera Wealth Management, LLC | History | Added to | 6,423 | 1,111 | 0.01% | 0.01% | 268 | +39 | 0.61% | Q1 2026 | May 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,347 | 1,098 | 0.01% | 0.01% | 269 | +975 | 18.15% | Q1 2026 | Apr 28, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 6,324 | 1,094 | 0.17% | 0.14% | 270 | +55 | 0.88% | Q1 2026 | Apr 30, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 6,631 | 1,092 | 0.21% | 0.18% | 271 | -404 | -5.74% | Q1 2026 | Apr 09, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,235 | 1,078 | 0.3% | 0.21% | 272 | +12 | 0.19% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,301 | 1,072 | 0.06% | 0.02% | 273 | +3,568 | 130.55% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Added to | 6,194 | 1,071 | 0.08% | 0.06% | 274 | +1 | 0.02% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,173 | 1,068 | 0.02% | 0.02% | 275 | +138 | 2.29% | Q1 2026 | Apr 15, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 6,160 | 1,065 | 0.41% | 0.34% | 276 | +586 | 10.51% | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 6,093 | 1,054 | 0.1% | 0.16% | 277 | -6,653 | -52.2% | Q1 2026 | Apr 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 6,053 | 1,047 | 0.12% | 0.08% | 278 | +28 | 0.46% | Q1 2026 | Apr 16, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 6,044 | 1,045 | 0.23% | 0.14% | 279 | +931 | 18.21% | Q1 2026 | May 21, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 6,029 | 1,043 | 0.65% | 0.5% | 280 | -545 | -8.29% | Q1 2026 | Apr 23, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 6,024 | 1,042 | 0.47% | 0.31% | 283 | +1,317 | 27.98% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,024 | 1,042 | 0.01% | 0.01% | 282 | +700 | 13.15% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Reduced | 6,021 | 1,042 | 0.0% | 0.0% | 281 | -405 | -6.3% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 5,982 | 1,035 | 0.13% | 0.05% | 284 | +2,947 | 97.1% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | New | 5,957 | 1,030 | 0.03% | — | 285 | +5,957 | New | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 5,830 | 1,008 | 0.01% | 0.01% | 286 | -402 | -6.45% | Q1 2026 | May 08, 2026 |
| Wealth Care LLC | History | New | 5,809 | 1,005 | 0.89% | — | 287 | +5,809 | New | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,794 | 1,002 | 0.04% | 0.03% | 288 | -400 | -6.46% | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,930 | 998 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 5,735 | 992 | 0.07% | 0.06% | 291 | -1,464 | -20.34% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Reduced | 5,738 | 992 | 0.01% | 0.0% | 290 | -767 | -11.79% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 5,713 | 989 | 0.01% | — | 292 | +5,713 | New | Q1 2026 | Apr 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,698 | 985 | 0.05% | 0.04% | 293 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 5,631 | 974 | 0.38% | 0.34% | 294 | -1,548 | -21.56% | Q1 2026 | Apr 07, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 5,595 | 968 | 0.5% | — | 295 | +5,595 | New | Q1 2026 | May 11, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 5,583 | 966 | 0.32% | 0.23% | 296 | -59 | -1.05% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 5,513 | 954 | 0.03% | 0.02% | 297 | +960 | 21.08% | Q1 2026 | May 04, 2026 |
| Center for Financial Planning, Inc. | History | No change | 5,494 | 950 | 0.1% | 0.07% | 298 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Colony Family Offices, LLC | History | Added to | 5,471 | 946 | 0.23% | 0.17% | 299 | +148 | 2.78% | Q1 2026 | Apr 21, 2026 |
| Tranquility Partners, LLC | History | No change | 5,440 | 941 | 0.35% | 0.25% | 300 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 5,344 | 924 | 0.13% | 0.09% | 301 | +20 | 0.38% | Q1 2026 | Apr 15, 2026 |
| VPR Management LLC | History | No change | 5,300 | 917 | 0.37% | 0.3% | 302 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,269 | 911 | 0.0% | 0.0% | 303 | -363 | -6.45% | Q1 2026 | May 14, 2026 |
| Nordwand Advisors, LLC | History | No change | 5,240 | 906 | 0.16% | 0.12% | 304 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 5,232 | 905 | 0.15% | 0.11% | 306 | -142 | -2.64% | Q1 2026 | Apr 21, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 5,235 | 905 | 0.09% | 0.06% | 305 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 5,220 | 903 | 0.05% | 0.09% | 307 | -8,600 | -62.23% | Q1 2026 | Apr 08, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 5,157 | 892 | 0.19% | 0.14% | 308 | -533 | -9.37% | Q1 2026 | May 12, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 5,156 | 892 | 0.61% | 0.44% | 309 | -62 | -1.19% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,154 | 891 | 0.01% | 0.01% | 310 | -385 | -6.95% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 5,103 | 883 | 0.03% | 0.01% | 311 | -366 | -6.69% | Q1 2026 | Apr 29, 2026 |
| PDS Planning, Inc | History | Added to | 5,077 | 878 | 0.06% | 0.04% | 312 | +799 | 18.68% | Q1 2026 | Apr 21, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 5,079 | 878 | 1.35% | 0.34% | 313 | +110 | 2.21% | Q1 2026 | May 04, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 5,049 | 873 | 0.29% | 0.26% | 314 | -249 | -4.7% | Q1 2026 | Apr 17, 2026 |
| DAHRING | CUSMANO LLC | History | New | 5,041 | 872 | 0.54% | — | 316 | +5,041 | New | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,421 | 872 | 0.03% | 0.03% | 315 | -777 | -12.54% | Q1 2026 | Apr 17, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 5,029 | 870 | 0.02% | 0.01% | 317 | -1,029 | -16.99% | Q1 2026 | May 12, 2026 |
| TMB Capital Partners, LLC | History | Added to | 5,009 | 866 | 0.29% | 0.21% | 318 | +28 | 0.56% | Q1 2026 | May 08, 2026 |
| Argentarii, LLC | History | No change | 4,985 | 862 | 0.3% | 2.04% | 319 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 4,940 | 854 | 0.02% | 0.01% | 320 | +550 | 12.53% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,901 | 848 | 0.02% | 0.01% | 321 | +34 | 0.7% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 4,896 | 847 | 0.02% | 0.01% | 322 | +426 | 9.53% | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 5,328 | 844 | 0.05% | 0.05% | 323 | -306 | -5.43% | Q1 2026 | Apr 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,758 | 823 | 0.01% | 0.0% | 324 | +16 | 0.34% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 4,710 | 815 | 0.02% | 0.02% | 325 | -2,708 | -36.51% | Q1 2026 | May 11, 2026 |
| Klingman & Associates, LLC | History | No change | 4,707 | 814 | 0.04% | 0.03% | 326 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 4,668 | 807 | 0.09% | 0.09% | 327 | -1,938 | -29.34% | Q1 2026 | Apr 28, 2026 |
| JM2 Capital Inc. | History | No change | 4,650 | 804 | 0.67% | 0.47% | 328 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 4,601 | 796 | 0.0% | 0.0% | 329 | +500 | 12.19% | Q1 2026 | May 13, 2026 |
| Tudor Financial Inc. | History | New | 4,525 | 783 | 0.4% | — | 330 | +4,525 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,503 | 779 | 0.03% | 0.03% | 331 | +104 | 2.36% | Q1 2026 | Jun 18, 2026 |
| Sidoxia Capital Management, LLC | History | New | 4,491 | 777 | 0.67% | — | 332 | +4,491 | New | Q1 2026 | May 11, 2026 |
| Jacobs Equity LLC | History | Reduced | 4,760 | 773 | 0.69% | 0.62% | 333 | -380 | -7.39% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 4,639 | 764 | 0.02% | 0.02% | 334 | +833 | 21.89% | Q1 2026 | Apr 09, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 4,400 | 761 | 0.01% | 0.01% | 335 | +1,500 | 51.72% | Q1 2026 | May 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,379 | 757 | 0.0% | 0.0% | 336 | -564 | -11.41% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Reduced | 4,323 | 748 | 0.01% | 0.01% | 337 | -78 | -1.77% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,247 | 734 | 0.01% | 0.0% | 338 | +1,535 | 56.6% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,235 | 733 | 0.14% | 0.11% | 339 | -122 | -2.8% | Q1 2026 | May 14, 2026 |
| IVC Wealth Advisors LLC | History | No change | 4,240 | 733 | 0.32% | 0.23% | 340 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| UNION SAVINGS BANK | History | No change | 4,229 | 731 | 0.32% | 0.23% | 341 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 4,213 | 729 | 0.02% | 0.01% | 342 | +60 | 1.44% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 4,208 | 728 | 0.05% | 0.03% | 343 | +716 | 20.5% | Q1 2026 | Apr 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 4,156 | 719 | 0.29% | 0.22% | 344 | -20 | -0.48% | Q1 2026 | May 05, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 4,096 | 708 | 0.34% | 0.27% | 345 | -350 | -7.87% | Q1 2026 | May 08, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 4,082 | 706 | 0.25% | 0.17% | 346 | +22 | 0.54% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 4,062 | 702 | 0.0% | 0.0% | 347 | -504 | -11.04% | Q1 2026 | Apr 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 4,055 | 701 | 0.45% | 0.38% | 348 | -659 | -13.98% | Q1 2026 | Apr 24, 2026 |
| EFG International AG | History | No change | 4,054 | 701 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,038 | 698 | 0.04% | 0.29% | 350 | -43,058 | -91.43% | Q1 2026 | Apr 28, 2026 |
| Stokes Family Office, LLC | History | Added to | 4,000 | 692 | 0.07% | 0.04% | 351 | +490 | 13.96% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,943 | 682 | 0.01% | 0.0% | 352 | +789 | 25.02% | Q1 2026 | May 13, 2026 |
| WPWealth LLP | History | No change | 3,947 | 682 | 0.1% | 0.08% | 353 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 3,904 | 675 | 0.04% | 0.04% | 354 | -1,386 | -26.2% | Q1 2026 | May 07, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 3,900 | 674 | 0.06% | 0.05% | 355 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,880 | 671 | 0.03% | 0.02% | 356 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 3,874 | 670 | 0.04% | 0.03% | 357 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 3,868 | 669 | 0.08% | 0.06% | 358 | -228 | -5.57% | Q1 2026 | May 04, 2026 |
| Global Wealth Management, LLC | History | Added to | 3,829 | 662 | 0.36% | 0.26% | 359 | +21 | 0.55% | Q1 2026 | Apr 16, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,791 | 655 | 0.02% | 0.01% | 360 | -102 | -2.62% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 4,948 | 651 | 0.44% | — | 361 | +4,948 | New | Q1 2026 | May 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 3,740 | 647 | 0.04% | 0.03% | 362 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 3,734 | 646 | 0.07% | 0.05% | 363 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SITTNER & NELSON, LLC | History | No change | 3,680 | 636 | 0.23% | 0.2% | 364 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 3,666 | 634 | 0.09% | 0.05% | 365 | +1,002 | 37.61% | Q1 2026 | Apr 29, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 3,660 | 633 | 0.04% | 0.03% | 366 | -1,498 | -29.04% | Q1 2026 | May 01, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 3,655 | 632 | 0.13% | 0.09% | 367 | +59 | 1.64% | Q1 2026 | May 12, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 3,612 | 625 | 0.19% | 0.15% | 368 | -184 | -4.85% | Q1 2026 | Apr 20, 2026 |
| Advantage Trust Co | History | No change | 3,615 | 625 | 0.28% | 0.2% | 369 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 3,602 | 623 | 0.53% | 0.32% | 370 | +482 | 15.45% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 3,600 | 622 | 0.0% | — | 371 | +3,600 | New | Q1 2026 | May 11, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 3,571 | 617 | 0.03% | 0.07% | 372 | -7,004 | -66.23% | Q1 2026 | Apr 29, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 3,520 | 609 | 0.57% | 0.48% | 374 | -287 | -7.54% | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, LLC | History | Reduced | 3,524 | 609 | 0.58% | 0.41% | 373 | -147 | -4.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,650 | 608 | 0.0% | 0.0% | 375 | +3,558 | 3867.39% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | New | 3,509 | 607 | 0.02% | — | 377 | +3,509 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,510 | 607 | 0.01% | 0.01% | 376 | +1,147 | 48.54% | Q1 2026 | May 15, 2026 |
| Disciplined Investments, LLC | History | Added to | 3,501 | 605 | 0.22% | 0.17% | 378 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,494 | 604 | 0.0% | 0.0% | 379 | -540 | -13.39% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 3,449 | 596 | 0.04% | 0.03% | 380 | -35 | -1.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | Added to | 3,426 | 592 | 0.12% | 0.09% | 381 | +25 | 0.74% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,400 | 588 | 0.0% | 0.0% | 382 | -1,200 | -26.09% | Q1 2026 | May 14, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 3,400 | 588 | 0.31% | 0.29% | 383 | -916 | -21.22% | Q1 2026 | Apr 20, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 3,395 | 587 | 0.09% | 0.06% | 384 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| High Net Worth Advisory Group LLC | History | New | 3,353 | 580 | 0.14% | — | 385 | +3,353 | New | Q1 2026 | Apr 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,328 | 575 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 3,301 | 571 | 0.02% | 0.0% | 387 | +2,696 | 445.62% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,263 | 564 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 3,250 | 562 | 0.12% | — | 389 | +3,250 | New | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 3,239 | 560 | 0.0% | — | 390 | +3,239 | New | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 3,230 | 559 | 0.01% | 0.01% | 391 | +260 | 8.75% | Q1 2026 | May 14, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 3,443 | 554 | 0.05% | 0.04% | 392 | +19 | 0.55% | Q1 2026 | Apr 20, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 3,200 | 553 | 0.08% | 0.07% | 394 | +96 | 3.09% | Q1 2026 | Apr 24, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 3,200 | 553 | 0.17% | 0.12% | 393 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 3,195 | 552 | 0.33% | 0.13% | 395 | +2,067 | 183.24% | Q1 2026 | Apr 16, 2026 |
| XTX Topco Ltd | History | New | 3,172 | 548 | 0.01% | — | 397 | +3,172 | New | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Added to | 3,172 | 548 | 0.03% | 0.02% | 396 | +288 | 9.99% | Q1 2026 | Apr 28, 2026 |
| BOS Asset Management, LLC | History | Added to | 3,140 | 543 | 0.14% | 0.11% | 398 | +10 | 0.32% | Q1 2026 | Apr 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 3,321 | 540 | 0.03% | — | 399 | +3,321 | New | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,105 | 537 | 0.03% | 0.02% | 400 | +573 | 22.63% | Q1 2026 | Apr 17, 2026 |
| Capital Advantage, Inc. | History | Added to | 3,089 | 534 | 0.07% | 0.04% | 401 | +633 | 25.77% | Q1 2026 | Apr 10, 2026 |
| United Advisor Group, LLC | History | Reduced | 3,073 | 531 | 0.07% | 0.05% | 403 | -58 | -1.85% | Q1 2026 | Apr 17, 2026 |
| Cambridge Advisors Inc. | History | No change | 3,073 | 531 | 0.1% | 0.07% | 402 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 3,060 | 529 | 0.09% | 0.07% | 404 | -200 | -6.13% | Q1 2026 | May 01, 2026 |
| FreeGulliver LLC | History | No change | 3,042 | 526 | 0.22% | 0.14% | 405 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,998 | 518 | 0.01% | 0.01% | 407 | +2 | 0.07% | Q1 2026 | Apr 07, 2026 |
| Caprock Group, LLC | History | No change | 2,994 | 518 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,208 | 515 | 0.01% | 0.01% | 408 | +1,444 | 81.86% | Q1 2026 | May 04, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 2,980 | 515 | 0.13% | 0.1% | 409 | -24 | -0.8% | Q1 2026 | May 07, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 4,196 | 513 | 0.05% | 0.05% | 410 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 2,945 | 509 | 0.02% | 0.01% | 411 | -60 | -2.0% | Q1 2026 | May 04, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 2,936 | 508 | 0.05% | 0.04% | 412 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Certified Advisory Corp | History | No change | 2,933 | 507 | 0.05% | 0.03% | 413 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 3,127 | 506 | 0.04% | 0.03% | 415 | +754 | 31.77% | Q1 2026 | Apr 29, 2026 |
| Manchester Capital Management LLC | History | Reduced | 2,927 | 506 | 0.07% | 0.06% | 414 | -373 | -11.3% | Q1 2026 | May 11, 2026 |
| Calder Financial LLC | History | Reduced | 3,013 | 502 | 0.5% | 0.4% | 417 | -190 | -5.93% | Q1 2026 | Apr 07, 2026 |
| Diesslin Group, Inc. | History | Added to | 2,905 | 502 | 0.23% | 0.14% | 418 | +16 | 0.55% | Q1 2026 | Apr 21, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 2,905 | 502 | 0.27% | 0.2% | 416 | +14 | 0.48% | Q1 2026 | May 12, 2026 |
| Ted Buchan & Co | History | Reduced | 2,901 | 501 | 0.18% | 0.13% | 419 | -17 | -0.58% | Q1 2026 | May 14, 2026 |
| Sherry Group, Inc. | History | No change | 2,894 | 500 | 0.55% | 0.38% | 420 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 2,879 | 498 | 0.04% | 0.02% | 421 | +807 | 38.95% | Q1 2026 | Apr 30, 2026 |
| Vanguard National Trust Co | History | New | 2,867 | 496 | 0.03% | — | 422 | +2,867 | New | Q1 2026 | May 08, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 2,864 | 495 | 0.07% | 0.06% | 423 | +4 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Idaho Trust Co | History | Added to | 2,859 | 494 | 0.16% | 0.11% | 424 | +105 | 3.81% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,840 | 491 | 0.0% | 0.0% | 425 | +2,814 | 10823.08% | Q1 2026 | May 14, 2026 |
| Solutions 4 Wealth, Ltd | History | New | 2,824 | 488 | 0.73% | — | 427 | +2,824 | New | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 2,822 | 488 | 0.03% | 0.02% | 426 | +470 | 19.98% | Q1 2026 | May 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,800 | 484 | 0.01% | 0.01% | 428 | -203 | -6.76% | Q1 2026 | May 15, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 2,793 | 483 | 0.14% | 0.1% | 429 | +3 | 0.11% | Q1 2026 | Apr 07, 2026 |
| BSW Wealth Partners | History | No change | 2,789 | 482 | 0.06% | 0.04% | 430 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 2,736 | 473 | 0.13% | — | 431 | +2,736 | New | Q1 2026 | Apr 09, 2026 |
| Trust Point Inc. | History | No change | 2,731 | 472 | 0.04% | 0.03% | 432 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,733 | 472 | 0.22% | 0.16% | 433 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 2,721 | 470 | 0.01% | 0.0% | 435 | +980 | 56.29% | Q1 2026 | May 12, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 2,718 | 470 | 0.13% | 0.08% | 434 | -75 | -2.69% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 2,708 | 468 | 0.01% | 0.01% | 436 | +776 | 40.17% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,699 | 467 | 0.0% | 0.0% | 437 | +249 | 10.16% | Q1 2026 | May 15, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,699 | 467 | 0.08% | 0.06% | 438 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 2,692 | 465 | 0.06% | 0.04% | 439 | +12 | 0.45% | Q1 2026 | Apr 09, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 2,692 | 465 | 0.28% | 0.22% | 440 | +10 | 0.37% | Q1 2026 | May 12, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 2,648 | 458 | 0.1% | 0.08% | 441 | -56 | -2.07% | Q1 2026 | Apr 23, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 2,641 | 457 | 0.16% | 0.12% | 442 | -87 | -3.19% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | Added to | 2,622 | 453 | 0.27% | 0.18% | 443 | +400 | 18.0% | Q1 2026 | May 13, 2026 |
| Osbon Capital Management LLC | History | New | 2,599 | 449 | 0.37% | — | 444 | +2,599 | New | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 2,540 | 439 | 0.03% | 0.02% | 445 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 2,520 | 436 | 0.06% | 0.03% | 447 | +434 | 20.81% | Q1 2026 | Apr 16, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 2,522 | 436 | 0.18% | 0.16% | 446 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gibson Wealth Advisors LLC | History | No change | 2,500 | 432 | 0.29% | 0.22% | 448 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 2,567 | 431 | 0.01% | 0.01% | 449 | -1,394 | -35.19% | Q1 2026 | Apr 08, 2026 |
| MYECFO, LLC | History | No change | 2,487 | 430 | 0.18% | 0.13% | 450 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Intellectus Partners, LLC | History | Reduced | 2,447 | 423 | 0.09% | 0.06% | 451 | -93 | -3.66% | Q1 2026 | Apr 10, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 2,449 | 423 | 0.04% | 0.03% | 452 | +24 | 0.99% | Q1 2026 | May 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 2,435 | 421 | 0.12% | 0.09% | 453 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sequent Planning LLC | History | No change | 2,436 | 421 | 0.1% | 0.08% | 454 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 2,416 | 417 | 0.05% | 0.04% | 455 | -12 | -0.49% | Q1 2026 | May 04, 2026 |
| Strategic Advocates LLC | History | Reduced | 2,398 | 414 | 1.83% | 0.09% | 457 | -248 | -9.37% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 2,519 | 414 | 0.1% | 0.07% | 456 | +81 | 3.32% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,378 | 411 | 0.0% | 0.0% | 458 | +83 | 3.62% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 2,363 | 409 | 0.28% | 0.15% | 459 | +62 | 2.69% | Q1 2026 | May 05, 2026 |
| Compass Ion Advisors, LLC | History | New | 2,358 | 408 | 0.04% | — | 460 | +2,358 | New | Q1 2026 | Apr 13, 2026 |
| American Trust | History | New | 2,357 | 407 | 0.04% | — | 462 | +2,357 | New | Q1 2026 | May 01, 2026 |
| Bluesphere Advisors LLC | History | New | 2,354 | 407 | 0.14% | — | 461 | +2,354 | New | Q1 2026 | Apr 22, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 2,340 | 404 | 0.04% | 0.03% | 463 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Windsor Advisory Group, LLC | History | Reduced | 2,323 | 401 | 0.34% | 0.67% | 465 | -3,677 | -61.28% | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 2,318 | 401 | 0.02% | 0.02% | 464 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Northside Capital Management, LLC | History | No change | 2,308 | 399 | 0.04% | 0.03% | 466 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| COWA, LLC | History | Reduced | 2,300 | 397 | 0.11% | 0.1% | 467 | -400 | -14.81% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 2,290 | 396 | 0.01% | 0.01% | 468 | -115 | -4.78% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,244 | 388 | 0.0% | 0.0% | 469 | -61 | -2.65% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 2,241 | 387 | 0.18% | 0.1% | 470 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 3,058 | 385 | 0.08% | 0.08% | 471 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Reduced | 2,209 | 382 | 0.05% | 0.04% | 472 | -8 | -0.36% | Q1 2026 | Apr 09, 2026 |
| Firestone Capital Management | History | No change | 2,202 | 381 | 0.08% | 0.06% | 473 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Madden Advisory Services, Inc. | History | New | 2,191 | 379 | 0.15% | — | 474 | +2,191 | New | Q1 2026 | May 11, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 2,170 | 375 | 0.04% | 0.03% | 475 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 2,165 | 374 | 0.01% | 0.01% | 476 | +149 | 7.39% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 2,166 | 374 | 0.0% | 0.0% | 477 | +54 | 2.56% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 2,157 | 373 | 0.01% | — | 478 | +2,157 | New | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,144 | 370 | 0.0% | 0.0% | 479 | -1,292 | -37.6% | Q1 2026 | May 14, 2026 |
| Welch Group, LLC | History | No change | 2,141 | 370 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 2,126 | 367 | 0.3% | 0.21% | 481 | +12 | 0.57% | Q1 2026 | Apr 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,110 | 365 | 0.01% | — | 485 | +2,110 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,109 | 365 | 0.0% | — | 484 | +2,109 | New | Q1 2026 | May 15, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 2,112 | 365 | 0.33% | 0.23% | 482 | +27 | 1.29% | Q1 2026 | Apr 29, 2026 |
| Plan Group Financial, LLC | History | No change | 2,115 | 365 | 0.09% | 0.07% | 483 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,105 | 364 | 0.02% | 0.0% | 486 | -2,645 | -55.68% | Q1 2026 | May 12, 2026 |
| Causey Wealth LLC | History | Reduced | 2,098 | 363 | 0.15% | 0.15% | 487 | -389 | -15.64% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 2,867 | 361 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Opus Capital Group, LLC | History | Added to | 2,082 | 360 | 0.04% | 0.03% | 489 | +3 | 0.14% | Q1 2026 | Apr 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,070 | 358 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,142 | 357 | 0.02% | 0.01% | 491 | +12 | 0.56% | Q1 2026 | Apr 27, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 2,055 | 355 | 0.14% | 0.13% | 492 | -506 | -19.76% | Q1 2026 | May 07, 2026 |
| Claret Asset Management Corp | History | Added to | 2,050 | 355 | 0.04% | 0.03% | 493 | +50 | 2.5% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 2,046 | 354 | 0.01% | 0.01% | 494 | +240 | 13.29% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,035 | 352 | 0.05% | 0.03% | 495 | -15 | -0.73% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 2,025 | 350 | 0.01% | 0.01% | 496 | -128 | -5.95% | Q1 2026 | Apr 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 2,000 | 346 | 0.02% | — | 498 | +2,000 | New | Q1 2026 | Apr 16, 2026 |
| FLC Capital Advisors | History | No change | 2,000 | 346 | 0.06% | 0.05% | 497 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 1,991 | 344 | 0.04% | 0.03% | 499 | -207 | -9.42% | Q1 2026 | May 05, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 1,975 | 341 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 1,957 | 338 | 0.04% | 0.03% | 501 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | Reduced | 1,936 | 335 | 0.07% | 0.06% | 502 | -93 | -4.58% | Q1 2026 | May 13, 2026 |
| Kathmere Capital Management, LLC | History | New | 1,925 | 333 | 0.02% | — | 503 | +1,925 | New | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 2,100 | 332 | 0.03% | 0.03% | 504 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | New | 1,911 | 330 | 0.0% | — | 505 | +1,911 | New | Q1 2026 | May 05, 2026 |
| Rathbones Group PLC | History | New | 1,890 | 327 | 0.0% | — | 507 | +1,890 | New | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | No change | 1,894 | 327 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Concepts, LLC | History | New | 1,886 | 326 | 0.08% | — | 508 | +1,886 | New | Q1 2026 | May 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 1,876 | 325 | 0.11% | 0.08% | 509 | +5 | 0.27% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,874 | 324 | 0.0% | 0.0% | 510 | +33 | 1.79% | Q1 2026 | May 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,863 | 322 | 0.01% | 0.01% | 511 | +6 | 0.32% | Q1 2026 | Apr 29, 2026 |
| Prostatis Group LLC | History | Reduced | 1,853 | 320 | 0.08% | 0.06% | 512 | -127 | -6.41% | Q1 2026 | May 12, 2026 |
| Petix & Botte Co | History | No change | 1,844 | 319 | 0.07% | 0.05% | 513 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,843 | 318 | 0.02% | 0.04% | 514 | -2,320 | -55.73% | Q1 2026 | Apr 20, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 1,838 | 318 | 0.11% | 0.07% | 515 | -290 | -13.63% | Q1 2026 | Apr 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 1,821 | 315 | 0.13% | 0.1% | 516 | +20 | 1.11% | Q1 2026 | May 11, 2026 |
| Sankala Group LLC | History | Reduced | 1,769 | 313 | 0.26% | 0.22% | 517 | -7 | -0.39% | Q1 2026 | Mar 31, 2026 |
| MATAURO, LLC | History | Added to | 1,806 | 312 | 0.05% | 0.03% | 518 | +137 | 8.21% | Q1 2026 | Apr 22, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 1,801 | 311 | 0.1% | 0.38% | 519 | -6,513 | -78.34% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,790 | 309 | 0.26% | 0.13% | 520 | +584 | 48.42% | Q1 2026 | Apr 22, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 1,780 | 307 | 0.07% | — | 521 | +1,780 | New | Q1 2026 | May 07, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 1,765 | 305 | 0.22% | 0.16% | 522 | +4 | 0.23% | Q1 2026 | May 07, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 1,745 | 301 | 0.07% | 0.05% | 523 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 1,725 | 298 | 0.02% | 0.01% | 524 | +119 | 7.41% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 1,707 | 295 | 0.01% | 0.01% | 525 | +3 | 0.18% | Q1 2026 | May 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,700 | 294 | 0.02% | 0.01% | 526 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Boltwood Capital Management | History | Reduced | 1,689 | 292 | 0.07% | 0.06% | 527 | -45 | -2.6% | Q1 2026 | Apr 07, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,670 | 289 | 0.0% | 0.0% | 528 | -141 | -7.79% | Q1 2026 | Apr 22, 2026 |
| Trajan Wealth LLC | History | Added to | 1,675 | 289 | 0.01% | 0.01% | 529 | +4 | 0.24% | Q1 2026 | May 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | New | 1,668 | 288 | 0.06% | — | 531 | +1,668 | New | Q1 2026 | Apr 02, 2026 |
| PFG Investments, LLC | History | Reduced | 1,666 | 288 | 0.01% | 0.01% | 530 | -115 | -6.46% | Q1 2026 | Apr 27, 2026 |
| Quotient Wealth Partners, LLC | History | New | 1,658 | 286 | 0.01% | — | 533 | +1,658 | New | Q1 2026 | Apr 16, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 1,655 | 286 | 0.11% | 0.08% | 532 | -140 | -7.8% | Q1 2026 | May 18, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 1,650 | 285 | 0.23% | 0.17% | 534 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,627 | 281 | 0.0% | — | 536 | +1,627 | New | Q1 2026 | May 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 1,629 | 281 | 0.03% | 0.03% | 535 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 1,619 | 280 | 0.08% | — | 537 | +1,619 | New | Q1 2026 | Apr 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 1,662 | 279 | 0.0% | — | 538 | +1,662 | New | Q1 2026 | May 01, 2026 |
| SMITH, MOORE & CO. | History | No change | 1,602 | 277 | 0.02% | 0.02% | 539 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,592 | 275 | 0.02% | 0.01% | 540 | +42 | 2.71% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 1,588 | 274 | 0.08% | — | 541 | +1,588 | New | Q1 2026 | May 12, 2026 |
| waypoint wealth counsel | History | New | 1,566 | 270 | 0.14% | — | 542 | +1,566 | New | Q1 2026 | Apr 23, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 1,550 | 268 | 0.18% | 0.14% | 544 | -100 | -6.06% | Q1 2026 | May 18, 2026 |
| First PREMIER Bank | History | No change | 1,548 | 268 | 0.06% | 0.04% | 543 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Counsel, LLC | History | New | 1,545 | 267 | 0.04% | — | 546 | +1,545 | New | Q1 2026 | Apr 23, 2026 |
| TD Capital Management LLC | History | Added to | 1,549 | 267 | 0.02% | 0.02% | 545 | +2 | 0.13% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,540 | 266 | 0.01% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 1,521 | 263 | 0.05% | — | 548 | +1,521 | New | Q1 2026 | Apr 15, 2026 |
| Wealthcare Capital Partners, LLC | History | New | 1,515 | 262 | 0.12% | — | 549 | +1,515 | New | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,513 | 261 | 0.01% | 0.01% | 550 | -168 | -9.99% | Q1 2026 | Apr 20, 2026 |
| Slagle Financial, LLC | History | New | 1,508 | 260 | 0.09% | — | 552 | +1,508 | New | Q1 2026 | May 01, 2026 |
| Royal Harbor Partners, LLC | History | New | 1,504 | 260 | 0.09% | — | 551 | +1,504 | New | Q1 2026 | Apr 24, 2026 |
| Baker Avenue Asset Management, LP | History | New | 1,501 | 259 | 0.01% | — | 553 | +1,501 | New | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 1,501 | 259 | 0.0% | — | 554 | +1,501 | New | Q1 2026 | Apr 20, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | New | 1,496 | 258 | 0.07% | — | 558 | +1,496 | New | Q1 2026 | May 07, 2026 |
| WEST BANCORPORATION INC | History | New | 1,495 | 258 | 0.13% | — | 557 | +1,495 | New | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 1,495 | 258 | 0.01% | 0.0% | 555 | +197 | 15.18% | Q1 2026 | Apr 13, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 1,491 | 258 | 0.12% | 0.09% | 556 | -115 | -7.16% | Q1 2026 | May 04, 2026 |
| Annandale Capital, LLC | History | New | 1,485 | 257 | 0.04% | — | 561 | +1,485 | New | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,485 | 257 | 0.02% | 0.01% | 559 | +1 | 0.07% | Q1 2026 | Apr 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,487 | 257 | 0.02% | 0.01% | 560 | +1 | 0.07% | Q1 2026 | Apr 10, 2026 |
| Wood Tarver Financial Group, LLC | History | New | 1,483 | 256 | 0.07% | — | 562 | +1,483 | New | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | New | 1,474 | 255 | 0.01% | — | 563 | +1,474 | New | Q1 2026 | May 14, 2026 |
| Lakeridge Wealth Management LLC | History | New | 1,469 | 254 | 0.11% | — | 565 | +1,469 | New | Q1 2026 | Apr 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,473 | 254 | 0.1% | 0.07% | 564 | +9 | 0.61% | Q1 2026 | Apr 17, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | New | 1,460 | 252 | 0.01% | — | 567 | +1,460 | New | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | New | 1,458 | 252 | 0.02% | — | 568 | +1,458 | New | Q1 2026 | May 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 1,458 | 252 | 0.06% | 0.06% | 566 | -376 | -20.5% | Q1 2026 | Apr 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,445 | 250 | 0.0% | 0.0% | 569 | -4,537 | -75.84% | Q1 2026 | May 06, 2026 |
| City State Bank | History | Reduced | 1,437 | 248 | 0.06% | 0.05% | 571 | -5 | -0.35% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,488 | 248 | 0.02% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 1,414 | 244 | 0.03% | — | 573 | +1,414 | New | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 1,413 | 244 | 0.01% | — | 572 | +1,413 | New | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | New | 1,406 | 243 | 0.01% | — | 574 | +1,406 | New | Q1 2026 | May 11, 2026 |
| Integrated Wealth Management | History | New | 1,396 | 241 | 0.28% | — | 578 | +1,396 | New | Q1 2026 | Apr 22, 2026 |
| Mustard Seed Financial, LLC | History | New | 1,395 | 241 | 0.14% | — | 577 | +1,395 | New | Q1 2026 | Apr 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 1,393 | 241 | 0.01% | — | 576 | +1,393 | New | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,398 | 241 | 0.01% | 0.0% | 575 | +1,201 | 609.64% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,389 | 240 | 0.01% | 0.0% | 579 | +691 | 99.0% | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | Reduced | 1,388 | 240 | 0.04% | 0.04% | 580 | -387 | -21.8% | Q1 2026 | May 27, 2026 |
| Apella Capital, LLC | History | New | 1,534 | 239 | 0.0% | — | 581 | +1,534 | New | Q1 2026 | Apr 20, 2026 |
| Wick Capital Partners, LLC | History | New | 1,386 | 239 | 0.04% | — | 582 | +1,386 | New | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 1,382 | 239 | 0.01% | — | 583 | +1,382 | New | Q1 2026 | Apr 13, 2026 |
| Jacobi Capital Management LLC | History | New | 1,370 | 237 | 0.01% | — | 585 | +1,370 | New | Q1 2026 | May 13, 2026 |
| Traynor Capital Management, Inc. | History | New | 1,359 | 237 | 0.01% | — | 584 | +1,359 | New | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | New | 1,356 | 234 | 0.02% | — | 586 | +1,356 | New | Q1 2026 | May 12, 2026 |
| Howard Capital Management Inc. | History | New | 1,354 | 234 | 0.0% | — | 587 | +1,354 | New | Q1 2026 | May 05, 2026 |
| Segment Wealth Management, LLC | History | New | 1,350 | 233 | 0.01% | — | 588 | +1,350 | New | Q1 2026 | Apr 20, 2026 |
| Redmond Asset Management, LLC | History | New | 1,340 | 231 | 0.06% | — | 589 | +1,340 | New | Q1 2026 | May 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,339 | 231 | 0.0% | — | 590 | +1,339 | New | Q1 2026 | Apr 27, 2026 |
| LongView Wealth Management | History | New | 1,444 | 229 | 0.06% | — | 591 | +1,444 | New | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | New | 1,317 | 227 | 0.01% | — | 592 | +1,317 | New | Q1 2026 | Apr 28, 2026 |
| NavPoint Financial, Inc. | History | New | 1,311 | 226 | 0.09% | — | 594 | +1,311 | New | Q1 2026 | Apr 24, 2026 |
| Annex Advisory Services, LLC | History | New | 1,310 | 226 | 0.0% | — | 593 | +1,310 | New | Q1 2026 | Apr 16, 2026 |
| Sterling Financial Planning, Inc. | History | New | 1,304 | 225 | 0.07% | — | 595 | +1,304 | New | Q1 2026 | May 06, 2026 |
| MOTIVE WEALTH ADVISORS | History | New | 1,304 | 225 | 0.11% | — | 596 | +1,304 | New | Q1 2026 | Apr 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 1,290 | 223 | 0.01% | 0.01% | 598 | -686 | -34.72% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 1,290 | 223 | 0.0% | 0.0% | 597 | +130 | 11.21% | Q1 2026 | May 26, 2026 |
| WEDBUSH SECURITIES INC | History | New | 1,285 | 222 | 0.01% | — | 599 | +1,285 | New | Q1 2026 | Apr 21, 2026 |
| MKT Advisors LLC | History | New | 1,301 | 221 | 0.07% | — | 601 | +1,301 | New | Q1 2026 | Apr 10, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,279 | 221 | 0.01% | — | 600 | +1,279 | New | Q1 2026 | May 11, 2026 |
| Leo H. Evart, Inc. | History | New | 1,269 | 219 | 0.19% | — | 603 | +1,269 | New | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,300 | 219 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | New | 1,264 | 218 | 0.09% | — | 604 | +1,264 | New | Q1 2026 | May 13, 2026 |
| Charles Schwab Trust Co | History | New | 1,257 | 217 | 0.01% | — | 605 | +1,257 | New | Q1 2026 | Apr 10, 2026 |
| NewEdge Wealth, LLC | History | New | 1,229 | 212 | 0.0% | — | 606 | +1,229 | New | Q1 2026 | May 13, 2026 |
| Meredith Wealth Planning | History | New | 1,224 | 211 | 0.06% | — | 607 | +1,224 | New | Q1 2026 | Apr 27, 2026 |
| Maridea Wealth Management LLC | History | New | 1,224 | 211 | 0.03% | — | 608 | +1,224 | New | Q1 2026 | Apr 21, 2026 |
| Forum Financial Management, LP | History | New | 1,217 | 210 | 0.0% | — | 611 | +1,217 | New | Q1 2026 | Apr 23, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,215 | 210 | 0.0% | — | 609 | +1,215 | New | Q1 2026 | Apr 10, 2026 |
| Stonebridge Capital Advisors LLC | History | New | 1,214 | 210 | 0.01% | — | 610 | +1,214 | New | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 1,213 | 209 | 0.02% | — | 612 | +1,213 | New | Q1 2026 | Apr 28, 2026 |
| Tumwater Wealth Management, LLC | History | New | 1,210 | 209 | 0.08% | — | 613 | +1,210 | New | Q1 2026 | Apr 20, 2026 |
| Zullo Investment Group, Inc. | History | New | 1,205 | 208 | 0.08% | — | 614 | +1,205 | New | Q1 2026 | Apr 15, 2026 |
| Hardin Capital Partners, LLC | History | New | 1,205 | 208 | 0.1% | — | 615 | +1,205 | New | Q1 2026 | Apr 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 1,193 | 206 | 0.0% | — | 616 | +1,193 | New | Q1 2026 | May 08, 2026 |
| Vivaldi Capital Management LP | History | New | 1,189 | 205 | 0.03% | — | 617 | +1,189 | New | Q1 2026 | May 14, 2026 |
| WELCH & FORBES LLC | History | New | 1,178 | 203 | 0.0% | — | 618 | +1,178 | New | Q1 2026 | May 01, 2026 |
| Gemmer Asset Management LLC | History | New | 1,174 | 203 | 0.02% | — | 619 | +1,174 | New | Q1 2026 | Apr 22, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,173 | 202 | 0.02% | — | 620 | +1,173 | New | Q1 2026 | May 11, 2026 |
| Anson Capital, Inc. | History | New | 1,164 | 201 | 0.14% | — | 621 | +1,164 | New | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | No change | 1,139 | 197 | 0.04% | 0.03% | 622 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,129 | 195 | 0.0% | 0.0% | 623 | +222 | 24.48% | Q1 2026 | May 04, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,120 | 193 | 0.02% | 0.02% | 624 | -453 | -28.8% | Q1 2026 | Apr 17, 2026 |
| Hurley Capital, LLC | History | Added to | 1,007 | 174 | 0.09% | 0.06% | 625 | +120 | 13.53% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | No change | 1,000 | 173 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bravera Wealth | History | Added to | 983 | 170 | 0.08% | 0.06% | 627 | +83 | 9.22% | Q1 2026 | Apr 22, 2026 |
| Security National Bank | History | No change | 955 | 165 | 0.02% | 0.02% | 628 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Main Management LLC | History | No change | 950 | 164 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAYBAN | History | No change | 943 | 163 | 0.14% | 0.1% | 630 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 940 | 162 | 0.04% | 0.03% | 631 | -102 | -9.79% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 931 | 161 | 0.0% | 0.0% | 632 | -1,219 | -56.7% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 913 | 158 | 0.01% | 0.0% | 633 | +260 | 39.82% | Q1 2026 | Apr 22, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 950 | 156 | 0.11% | 0.33% | 636 | -800 | -45.71% | Q1 2026 | Jul 01, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 903 | 156 | 0.16% | 0.16% | 635 | -380 | -29.62% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Added to | 905 | 156 | 0.01% | 0.01% | 634 | +1 | 0.11% | Q1 2026 | May 11, 2026 |
| Olistico Wealth, LLC | History | Reduced | 898 | 155 | 0.08% | 0.06% | 637 | -40 | -4.26% | Q1 2026 | Apr 08, 2026 |
| NBC SECURITIES, INC. | History | No change | 848 | 146 | 0.01% | 0.01% | 638 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 839 | 145 | 0.04% | 0.03% | 639 | +1 | 0.12% | Q1 2026 | May 05, 2026 |
| Coston, McIsaac & Partners | History | Added to | 825 | 142 | 0.03% | 0.02% | 641 | +12 | 1.48% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 842 | 142 | 0.02% | 0.02% | 640 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Magnolia Wealth Management, LLC | History | New | 814 | 140 | 0.08% | — | 642 | +814 | New | Q1 2026 | May 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 743 | 128 | 0.01% | 0.01% | 643 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 704 | 121 | 0.0% | 0.0% | 644 | +71 | 11.22% | Q1 2026 | May 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 688 | 119 | 0.0% | 0.0% | 645 | -10 | -1.43% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | New | 675 | 116 | 0.0% | — | 646 | +675 | New | Q1 2026 | Apr 13, 2026 |
| Peachtree Investment Partners, LLC | History | New | 656 | 113 | 0.04% | — | 647 | +656 | New | Q1 2026 | May 08, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 653 | 112 | 0.01% | 0.01% | 648 | -167 | -20.37% | Q1 2026 | May 12, 2026 |
| LGT Financial Advisors LLC | History | New | 608 | 105 | 0.54% | — | 649 | +608 | New | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | No change | 596 | 103 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 570 | 98 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Robinswood Financial LLC | History | New | 565 | 97 | 0.12% | — | 653 | +565 | New | Q1 2026 | Jun 09, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 565 | 97 | 0.01% | 0.01% | 652 | +40 | 7.62% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 555 | 96 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 544 | 94 | 0.0% | 0.0% | 655 | +10 | 1.87% | Q1 2026 | May 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 537 | 92 | 0.02% | 0.01% | 656 | -64 | -10.65% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 514 | 88 | 0.02% | 0.0% | 657 | +370 | 256.94% | Q1 2026 | May 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 477 | 82 | 0.01% | 0.01% | 658 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Key FInancial Inc | History | Reduced | 455 | 78 | 0.01% | 0.01% | 659 | -2 | -0.44% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 600 | 75 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Davis Capital Management | History | No change | 438 | 75 | 0.05% | 0.04% | 661 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IFG Advisory, LLC | History | Reduced | 424 | 73 | 0.21% | 0.01% | 662 | -2,146 | -83.5% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | Reduced | 420 | 72 | 0.01% | 0.01% | 664 | -393 | -48.34% | Q1 2026 | May 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 572 | 72 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Costello Asset Management, INC | History | No change | 406 | 70 | 0.02% | 0.02% | 665 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 557 | 70 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Reduced | 399 | 69 | 0.07% | 0.06% | 667 | -81 | -16.88% | Q1 2026 | Jun 11, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 384 | 66 | 0.0% | 0.0% | 668 | +255 | 197.67% | Q1 2026 | May 04, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 372 | 64 | 0.0% | — | 671 | +372 | New | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 375 | 64 | 0.0% | 0.0% | 670 | -98 | -20.72% | Q1 2026 | May 05, 2026 |
| Coastline Trust Co | History | No change | 370 | 64 | 0.01% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Forum Finance Group S.A. | History | New | 460 | 63 | 0.03% | — | 672 | +460 | New | Q1 2026 | May 07, 2026 |
| PROFFITT & GOODSON INC | History | No change | 359 | 62 | 0.01% | 0.01% | 673 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 357 | 61 | 0.02% | 0.04% | 674 | -560 | -61.07% | Q1 2026 | Apr 10, 2026 |
| GAMMA Investing LLC | History | No change | 342 | 59 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| OBSIDIAN CIO, LLC | History | New | 319 | 55 | 0.05% | — | 676 | +319 | New | Q1 2026 | May 11, 2026 |
| Rakuten Securities, Inc. | History | Added to | 301 | 52 | 0.02% | 0.0% | 677 | +174 | 137.01% | Q1 2026 | May 01, 2026 |
| Banque Cantonale Vaudoise | History | No change | 292 | 51 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 284 | 49 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 280 | 48 | 0.01% | 0.0% | 680 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 289 | 48 | 0.07% | 0.05% | 681 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 268 | 46 | 0.01% | 0.01% | 682 | +61 | 29.47% | Q1 2026 | Apr 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 263 | 45 | 0.04% | 0.03% | 683 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 246 | 43 | 0.0% | 0.0% | 684 | +144 | 141.18% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | No change | 250 | 43 | 0.02% | 0.02% | 685 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 251 | 43 | 0.01% | 0.01% | 686 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Abound Wealth Management | History | Added to | 241 | 41 | 0.01% | 0.0% | 687 | +98 | 68.53% | Q1 2026 | Apr 10, 2026 |
| Qube Research & Technologies Ltd | History | New | 231 | 39 | 0.0% | — | 688 | +231 | New | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 216 | 37 | 0.02% | 0.01% | 689 | +1 | 0.47% | Q1 2026 | Apr 14, 2026 |
| Gleason Group, Inc. | History | Added to | 219 | 37 | 0.0% | 0.0% | 690 | +1 | 0.46% | Q1 2026 | May 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 219 | 37 | 0.03% | 0.02% | 691 | +1 | 0.46% | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 212 | 36 | 0.01% | 0.01% | 692 | +84 | 65.63% | Q1 2026 | Apr 09, 2026 |
| Bank of New Hampshire | History | No change | 210 | 36 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HM PAYSON & CO | History | No change | 200 | 34 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | No change | 200 | 34 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Scarborough Advisors, LLC | History | No change | 194 | 33 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 192 | 33 | 0.02% | 0.02% | 697 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 186 | 32 | 0.01% | 0.01% | 699 | -10 | -5.1% | Q1 2026 | Apr 21, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 189 | 32 | 0.02% | 0.01% | 698 | +1 | 0.53% | Q1 2026 | May 15, 2026 |
| MilWealth Group LLC | History | No change | 185 | 32 | 0.01% | 0.01% | 700 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 163 | 28 | 0.0% | 0.0% | 702 | -10 | -5.78% | Q1 2026 | Apr 28, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 164 | 28 | 0.01% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 156 | 26 | 0.03% | 0.02% | 703 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Frisco Financial Planning LLC | History | New | 150 | 25 | 0.02% | — | 705 | +150 | New | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 150 | 25 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 140 | 24 | 0.01% | 0.01% | 706 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | No change | 142 | 24 | 0.01% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 136 | 23 | 0.0% | 0.0% | 708 | +118 | 655.56% | Q1 2026 | May 06, 2026 |
| Clark Wealth Partners | History | Added to | 134 | 23 | 0.02% | 0.01% | 709 | +1 | 0.75% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 131 | 22 | 0.01% | 0.01% | 710 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Winch Advisory Services, LLC | History | Added to | 126 | 21 | 0.0% | 0.0% | 711 | +1 | 0.8% | Q1 2026 | Apr 30, 2026 |
| Hara Capital LLC | History | Added to | 125 | 21 | 0.01% | 0.01% | 713 | +1 | 0.81% | Q1 2026 | May 14, 2026 |
| Orion Capital Management LLC | History | No change | 122 | 21 | 0.01% | 0.01% | 712 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 117 | 20 | 0.01% | 0.0% | 714 | +85 | 265.63% | Q1 2026 | Apr 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 110 | 19 | 0.01% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 106 | 18 | 0.0% | 0.0% | 717 | +76 | 253.33% | Q1 2026 | Apr 30, 2026 |
| HOWE & RUSLING INC | History | Added to | 106 | 18 | 0.0% | 0.0% | 716 | +1 | 0.95% | Q1 2026 | Apr 28, 2026 |
| TSFG, LLC | History | Added to | 97 | 17 | 0.0% | 0.0% | 723 | +31 | 46.97% | Q1 2026 | Apr 27, 2026 |
| NFSG Corp | History | Reduced | 103 | 17 | 0.0% | 0.0% | 724 | -27 | -20.77% | Q1 2026 | May 05, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 108 | 17 | 0.0% | 0.0% | 718 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 96 | 17 | 0.0% | 0.0% | 719 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | No change | 104 | 17 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 100 | 17 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 17 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 103 | 17 | 0.01% | 0.01% | 725 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sunrise Financial Services, LLC | History | No change | 102 | 17 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | New | 89 | 15 | 0.0% | — | 729 | +89 | New | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | Added to | 87 | 15 | 0.01% | 0.01% | 728 | +4 | 4.82% | Q1 2026 | May 04, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 87 | 15 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 82 | 14 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Main Street Group, LTD | History | New | 80 | 13 | 0.0% | — | 736 | +80 | New | Q1 2026 | May 06, 2026 |
| Trust Co | History | Added to | 79 | 13 | 0.0% | 0.0% | 732 | +38 | 92.68% | Q1 2026 | Apr 13, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 78 | 13 | 0.0% | 0.0% | 735 | -7 | -8.24% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | No change | 78 | 13 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 77 | 13 | 0.01% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 77 | 13 | 0.01% | 0.01% | 734 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 70 | 12 | 0.0% | 0.0% | 737 | -100 | -58.82% | Q1 2026 | Apr 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 71 | 12 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Synergy Investment Management, LLC | History | New | 68 | 11 | 0.0% | — | 739 | +68 | New | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 58 | 10 | 0.01% | 0.0% | 740 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 55 | 9 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Rice Partnership, LLC | History | No change | 53 | 9 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | New | 50 | 8 | 0.0% | — | 747 | +50 | New | Q1 2026 | May 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 47 | 8 | 0.0% | 0.0% | 746 | +1 | 2.17% | Q1 2026 | Apr 28, 2026 |
| Citizens National Bank Trust Department | History | No change | 50 | 8 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Paladin Advisory Group, LLC | History | No change | 52 | 8 | 0.01% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 51 | 8 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Reduced | 42 | 7 | 0.0% | 0.0% | 749 | -175 | -80.65% | Q1 2026 | May 05, 2026 |
| Financial Connections Group, Inc. | History | New | 46 | 7 | 0.0% | — | 752 | +46 | New | Q1 2026 | May 01, 2026 |
| United Financial Planning Group LLC | History | New | 43 | 7 | 0.0% | — | 753 | +43 | New | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | Added to | 41 | 7 | 0.0% | 0.0% | 751 | +19 | 86.36% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 45 | 7 | 0.0% | 0.0% | 748 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 41 | 7 | 0.0% | 0.0% | 750 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 39 | 6 | 0.0% | 0.0% | 754 | -25 | -39.06% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 36 | 6 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 38 | 6 | 0.0% | 0.0% | 756 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 41 | 6 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 40 | 6 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | New | 34 | 5 | 0.0% | — | 761 | +34 | New | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 34 | 5 | 0.01% | — | 762 | +34 | New | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 32 | 5 | 0.0% | — | 763 | +32 | New | Q1 2026 | Apr 07, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 31 | 5 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JDM Financial Group LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 25 | 4 | 0.0% | — | 765 | +25 | New | Q1 2026 | Apr 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 25 | 4 | 0.0% | — | 766 | +25 | New | Q1 2026 | Apr 13, 2026 |
| Fairscale Capital, LLC | History | New | 25 | 4 | 0.0% | — | 767 | +25 | New | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 28 | 4 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 23 | 3 | 0.0% | — | 771 | +23 | New | Q1 2026 | May 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 19 | 3 | 0.0% | — | 773 | +19 | New | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | New | 18 | 3 | 0.0% | — | 768 | +18 | New | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 18 | 3 | 0.0% | — | 772 | +18 | New | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| WPG Advisers, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 770 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 14 | 2 | 0.0% | — | 776 | +14 | New | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | New | 13 | 2 | 0.0% | — | 775 | +13 | New | Q1 2026 | May 07, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Ascentis Independent Advisors | History | New | 6 | 1 | 0.0% | — | 780 | +6 | New | Q1 2026 | Apr 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 8 | 1 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Activest Wealth Management | History | No change | 7 | 1 | 0.0% | — | 779 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -33,421 | -100.0% | Q1 2026 | Jun 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.08% | — | -25,490 | -100.0% | Q1 2026 | May 15, 2026 |
| Axiom Financial Strategies, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -14,244 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.9% | — | -13,939 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,047 | -100.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,544 | -100.0% | Q1 2026 | May 14, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.06% | — | -5,600 | -100.0% | Q1 2026 | Apr 24, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,330 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,551 | -100.0% | Q1 2026 | May 14, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,372 | -100.0% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,896 | -100.0% | Q1 2026 | May 05, 2026 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,745 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,449 | -100.0% | Q1 2026 | May 13, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,147 | -100.0% | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,972 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,851 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,800 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Sharp Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,800 | -100.0% | Q1 2026 | Apr 27, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,789 | -100.0% | Q1 2026 | May 13, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,634 | -100.0% | Q1 2026 | Apr 20, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -654 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -439 | -100.0% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | May 07, 2026 |
| PFS Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 09, 2026 |
| GS Investments, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 06, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 04, 2026 |
| VANGUARD ADVISERS INC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |