VANGUARD SCOTTSDALE FUNDS - VGIT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 85,775,873 | 5,097,660 | 0.33% | 0.29% | 1 | +8,481,735 | 10.97% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 83,053,264 | 4,945,821 | 0.36% | 0.22% | 2 | +31,643,968 | 61.55% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 23,598,179 | 1,405,271 | 3.65% | 3.54% | 3 | +1,706,338 | 7.79% | Q1 2026 | May 14, 2026 |
| Employees Retirement System of Texas | History | Added to | 23,386,000 | 1,392,636 | 12.18% | 10.84% | 4 | +1,175,000 | 5.29% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 23,173,187 | 1,379,963 | 0.08% | 0.08% | 5 | +564,184 | 2.5% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 19,248,384 | 1,146,241 | 12.14% | 10.62% | 6 | +2,523,739 | 15.09% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 19,200,025 | 1,143,361 | 0.78% | 0.77% | 7 | +1,343,679 | 7.52% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 13,838,011 | 824,053 | 0.92% | 0.86% | 8 | +1,271,503 | 10.12% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 10,185,848 | 606,567 | 0.09% | 0.03% | 9 | +6,942,529 | 214.06% | Q1 2026 | May 05, 2026 |
| NEPC LLC | History | No change | 8,137,837 | 484,608 | 9.65% | 10.39% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,933,002 | 472,391 | 4.76% | 1.34% | 11 | +6,110,756 | 335.34% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 7,236,263 | 430,919 | 4.93% | 4.25% | 12 | +966,134 | 15.41% | Q1 2026 | Apr 20, 2026 |
| MASECO LLP | History | Added to | 6,491,988 | 386,500 | 12.12% | 16.0% | 13 | +358,065 | 5.84% | Q1 2026 | Apr 21, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 6,123,657 | 364,663 | 5.78% | 5.43% | 14 | +546,311 | 9.8% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 5,941,533 | 353,818 | 1.71% | 0.22% | 15 | +5,295,414 | 819.57% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,814,584 | 346,258 | 0.09% | 0.08% | 16 | +1,445,988 | 33.1% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,541,206 | 328,365 | 0.08% | 0.11% | 17 | -2,357,406 | -29.85% | Q1 2026 | May 15, 2026 |
| Heritage Financial Services, LLC | History | No change | 5,202,760 | 311,801 | 26.03% | 26.03% | 18 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | No change | 4,950,000 | 294,772 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 4,783,237 | 284,841 | 0.4% | 0.37% | 20 | +561,176 | 13.29% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,560,317 | 271,566 | 0.05% | 0.04% | 21 | +1,077,332 | 30.93% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,203,414 | 248,437 | 0.36% | 0.28% | 22 | -7,492,180 | -64.06% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 4,105,695 | 244,494 | 0.01% | 0.01% | 23 | -762,667 | -15.67% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 3,935,163 | 234,338 | 3.43% | 2.3% | 24 | +1,393,666 | 54.84% | Q1 2026 | Apr 09, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 3,367,747 | 200,549 | 0.07% | 0.07% | 25 | -133,852 | -3.82% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,348,987 | 199,433 | 0.21% | 0.21% | 26 | +162,828 | 5.11% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,246,484 | 193,328 | 0.06% | 0.06% | 27 | +196,942 | 6.46% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,138,310 | 186,886 | 2.22% | 2.29% | 28 | +32,268 | 1.04% | Q1 2026 | May 01, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,996,562 | 178,447 | 3.08% | 0.91% | 29 | +2,372,791 | 380.39% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 2,726,479 | 162,361 | 0.04% | 0.04% | 30 | +249,214 | 10.06% | Q1 2026 | May 06, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 2,703,579 | 160,998 | 7.66% | 7.33% | 31 | +50,438 | 1.9% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Added to | 2,655,598 | 158,140 | 4.71% | 4.48% | 32 | +184,970 | 7.49% | Q1 2026 | Apr 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 2,161,827 | 128,736 | 5.69% | 4.06% | 33 | +654,222 | 43.39% | Q1 2026 | Apr 09, 2026 |
| Bangor Savings Bank | History | Added to | 2,125,722 | 126,586 | 10.12% | 9.89% | 34 | +74,912 | 3.65% | Q1 2026 | Apr 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,912,898 | 113,607 | 0.23% | 0.02% | 35 | +1,712,694 | 855.47% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,844,031 | 109,812 | 0.02% | 0.02% | 36 | +234,087 | 14.54% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,989,734 | 109,336 | 2.61% | 2.3% | 37 | +124,289 | 6.66% | Q1 2026 | May 08, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,799,821 | 107,179 | 6.02% | 5.56% | 38 | +69,857 | 4.04% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 1,694,297 | 100,895 | 0.11% | 0.1% | 39 | +127,013 | 8.1% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,645,471 | 97,987 | 1.78% | 1.58% | 40 | +168,867 | 11.44% | Q1 2026 | Apr 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,576,606 | 93,886 | 0.02% | 0.02% | 41 | -18,752 | -1.18% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 1,511,763 | 90,025 | 0.04% | 0.03% | 42 | +203,908 | 15.59% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 1,495,302 | 89,045 | 1.0% | 0.19% | 43 | +1,214,442 | 432.4% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,489,109 | 88,676 | 0.02% | 0.01% | 44 | +449,882 | 43.29% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,463,406 | 87,145 | 1.74% | 1.6% | 45 | +6,263 | 0.43% | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,431,361 | 85,237 | 1.05% | 1.1% | 46 | +7,961 | 0.56% | Q1 2026 | May 08, 2026 |
| BURNEY CO/ | History | Added to | 1,372,426 | 81,727 | 2.56% | 2.46% | 47 | +53,938 | 4.09% | Q1 2026 | Apr 29, 2026 |
| Miller Investment Management, LP | History | Added to | 1,326,156 | 78,972 | 7.84% | 6.97% | 48 | +135,206 | 11.35% | Q1 2026 | May 08, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 1,280,740 | 76,268 | 6.32% | 7.72% | 49 | -124,403 | -8.85% | Q1 2026 | Apr 20, 2026 |
| Retirement Systems of Alabama | History | Added to | 1,275,570 | 75,960 | 0.25% | 0.25% | 50 | +6,410 | 0.51% | Q1 2026 | Apr 24, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,271,182 | 75,698 | 2.55% | 2.52% | 51 | +64,893 | 5.38% | Q1 2026 | May 14, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 1,183,781 | 70,494 | 8.11% | 8.05% | 52 | +66,256 | 5.93% | Q1 2026 | Apr 17, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,140,442 | 67,913 | 4.16% | 4.26% | 53 | +52,401 | 4.82% | Q1 2026 | Apr 20, 2026 |
| LIBRA WEALTH LLC | History | Added to | 1,086,123 | 64,678 | 18.23% | 17.68% | 54 | +31,416 | 2.98% | Q1 2026 | Apr 28, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,060,677 | 63,163 | 0.98% | 1.03% | 55 | +15,754 | 1.51% | Q1 2026 | May 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 1,039,280 | 61,889 | 9.3% | 8.82% | 56 | +104,220 | 11.15% | Q1 2026 | Apr 14, 2026 |
| Penserra Capital Management LLC | History | New | 944,843 | 56,265 | 0.66% | — | 57 | +944,843 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 944,051 | 56,218 | 0.08% | 0.09% | 58 | -140,032 | -12.92% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 917,728 | 54,650 | 0.89% | 0.17% | 59 | +756,702 | 469.93% | Q1 2026 | Apr 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 909,656 | 54,169 | 4.55% | 4.56% | 60 | +2,178 | 0.24% | Q1 2026 | Apr 20, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 862,854 | 51,382 | 7.09% | 0.03% | 61 | +858,864 | 21525.41% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 858,113 | 51,101 | 0.13% | 0.11% | 62 | +142,880 | 19.98% | Q1 2026 | Apr 30, 2026 |
| Opus Capital Group, LLC | History | Added to | 846,952 | 50,436 | 5.42% | 5.24% | 63 | +40,077 | 4.97% | Q1 2026 | Apr 30, 2026 |
| AlphaQuest LLC | History | No change | 803,838 | 48,174 | 2.7% | 2.7% | 64 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VANGUARD ADVISERS INC | History | New | 807,593 | 48,092 | 0.19% | — | 65 | +807,593 | New | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 804,441 | 47,904 | 0.69% | 0.87% | 66 | -39,451 | -4.67% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | Added to | 800,067 | 47,644 | 2.52% | 2.42% | 67 | +59,474 | 8.03% | Q1 2026 | Apr 24, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 781,385 | 46,531 | 5.99% | — | 68 | +781,385 | New | Q1 2026 | Apr 16, 2026 |
| Cliffwater LLC | History | No change | 772,030 | 45,974 | 12.18% | 9.71% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 763,045 | 45,439 | 0.08% | 0.08% | 70 | +48,035 | 6.72% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 761,864 | 45,369 | 0.17% | 0.18% | 71 | +44,346 | 6.18% | Q1 2026 | Apr 30, 2026 |
| Vident Advisory, LLC | History | Added to | 751,966 | 44,779 | 0.38% | 0.33% | 72 | +154,342 | 25.83% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 745,978 | 44,706 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Jordan Park Group LLC | History | Reduced | 738,660 | 43,987 | 2.34% | 2.79% | 74 | -65,941 | -8.2% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 726,752 | 43,278 | 0.35% | — | 75 | +726,752 | New | Q1 2026 | May 01, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 716,698 | 42,679 | 2.63% | 2.61% | 76 | +68,873 | 10.63% | Q1 2026 | Apr 28, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 713,836 | 42,508 | 2.97% | 2.03% | 77 | +74,084 | 11.58% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 712,921 | 42,454 | 0.07% | 0.06% | 78 | +140,073 | 24.45% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 711,404 | 42,364 | 2.58% | 2.54% | 79 | +38,410 | 5.71% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 701,059 | 41,748 | 0.2% | 0.18% | 80 | +60,611 | 9.46% | Q1 2026 | Apr 24, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 692,666 | 41,248 | 0.58% | 0.3% | 81 | +313,923 | 82.89% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 687,280 | 40,927 | 0.08% | 0.08% | 82 | +18,992 | 2.84% | Q1 2026 | May 06, 2026 |
| Nova R Wealth, Inc. | History | Added to | 676,743 | 40,300 | 12.86% | 13.36% | 83 | +65,268 | 10.67% | Q1 2026 | Apr 17, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 676,751 | 40,219 | 3.62% | 3.61% | 84 | +39,470 | 6.19% | Q1 2026 | Apr 29, 2026 |
| Portland Global Advisors LLC | History | Added to | 667,704 | 39,761 | 4.24% | 4.22% | 85 | +11,334 | 1.73% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 666,838 | 39,682 | 0.08% | 0.06% | 86 | +96,577 | 16.94% | Q1 2026 | May 01, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 652,463 | 38,854 | 1.46% | 1.22% | 87 | +105,517 | 19.29% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 652,289 | 38,844 | 0.06% | 0.05% | 88 | +59,684 | 10.07% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 636,036 | 37,875 | 2.44% | 2.29% | 89 | +22,011 | 3.58% | Q1 2026 | Apr 27, 2026 |
| MilWealth Group LLC | History | Added to | 635,361 | 37,835 | 9.01% | 8.79% | 90 | +19,005 | 3.08% | Q1 2026 | May 01, 2026 |
| Secure Asset Management, LLC | History | Added to | 621,539 | 37,012 | 5.86% | 5.22% | 91 | +65,377 | 11.76% | Q1 2026 | Apr 09, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 614,592 | 36,598 | 12.4% | 12.57% | 92 | +31,170 | 5.34% | Q1 2026 | Apr 23, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 611,605 | 36,421 | 10.04% | 9.58% | 93 | +33,524 | 5.8% | Q1 2026 | Apr 15, 2026 |
| Alaethes Wealth, LLC | History | Added to | 601,887 | 35,842 | 10.21% | 9.96% | 94 | +11,276 | 1.91% | Q1 2026 | May 12, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 598,185 | 35,621 | 7.45% | 7.26% | 95 | +23,456 | 4.08% | Q1 2026 | Apr 21, 2026 |
| Permanent Capital Management, LP | History | Added to | 595,838 | 35,327 | 5.49% | 6.89% | 96 | +5,358 | 0.91% | Q1 2026 | May 14, 2026 |
| Emprise Bank | History | Added to | 588,454 | 35,042 | 14.07% | 13.83% | 97 | +33,066 | 5.95% | Q1 2026 | Apr 20, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 586,492 | 34,925 | 17.13% | 17.97% | 98 | -14,782 | -2.46% | Q1 2026 | Apr 08, 2026 |
| Evergreen Advisors, LLC | History | Added to | 580,530 | 34,570 | 8.12% | 8.18% | 99 | +21,012 | 3.76% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 572,769 | 34,108 | 0.0% | 0.0% | 100 | +66,464 | 13.13% | Q1 2026 | May 13, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 568,683 | 33,865 | 1.21% | 1.17% | 101 | +33,541 | 6.27% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 566,414 | 33,534 | 0.02% | 0.02% | 102 | +136,092 | 31.63% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Reduced | 555,884 | 33,102 | 4.04% | 4.06% | 103 | -8,176 | -1.45% | Q1 2026 | Apr 14, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 546,446 | 32,453 | 4.02% | 3.84% | 104 | +36,921 | 7.25% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Added to | 544,892 | 32,448 | 0.18% | 0.06% | 105 | +370,953 | 213.27% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 544,581 | 32,429 | 1.51% | 1.27% | 106 | +80,420 | 17.33% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 544,060 | 32,398 | 0.48% | 0.64% | 107 | -195,115 | -26.4% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | Added to | 520,446 | 30,992 | 0.31% | 0.3% | 108 | +33,510 | 6.88% | Q1 2026 | Apr 13, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 508,854 | 30,241 | 1.46% | 2.28% | 109 | -223,998 | -30.57% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 505,729 | 30,116 | 0.01% | 0.06% | 110 | +139,340 | 38.03% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Added to | 504,812 | 30,061 | 0.65% | 0.46% | 111 | +68,577 | 15.72% | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | Added to | 500,610 | 29,811 | 1.86% | 1.81% | 112 | +9,028 | 1.84% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 498,164 | 29,665 | 0.0% | 0.0% | 113 | +56,661 | 12.83% | Q1 2026 | May 15, 2026 |
| Hilton Capital Management, LLC | History | New | 489,665 | 29,159 | 2.2% | — | 114 | +489,665 | New | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 486,707 | 28,925 | 1.04% | 0.92% | 115 | +84,147 | 20.9% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 475,159 | 28,476 | 0.56% | 0.56% | 116 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Added to | 475,469 | 28,314 | 0.03% | 0.03% | 117 | +18,646 | 4.08% | Q1 2026 | May 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 465,404 | 27,714 | 10.43% | 10.04% | 118 | +27,705 | 6.33% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 464,120 | 27,638 | 0.3% | 0.33% | 119 | -36,779 | -7.34% | Q1 2026 | May 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 463,972 | 27,629 | 1.85% | 2.16% | 120 | +66,537 | 16.74% | Q1 2026 | May 07, 2026 |
| RKL Wealth Management LLC | History | Reduced | 461,865 | 27,504 | 2.47% | 2.36% | 121 | -18,323 | -3.82% | Q1 2026 | Apr 24, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 445,355 | 26,908 | 2.46% | 2.46% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 448,021 | 26,679 | 0.33% | 0.29% | 123 | +77,759 | 21.0% | Q1 2026 | May 11, 2026 |
| Arista Wealth Management, LLC | History | Added to | 447,454 | 26,645 | 3.24% | 3.21% | 124 | +11,528 | 2.64% | Q1 2026 | Apr 30, 2026 |
| Procyon Advisors, LLC | History | Added to | 438,827 | 26,132 | 1.28% | 1.1% | 125 | +66,078 | 17.73% | Q1 2026 | May 04, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 434,706 | 25,886 | 5.82% | 5.57% | 126 | +20,949 | 5.06% | Q1 2026 | Apr 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 433,826 | 25,834 | 2.09% | 2.18% | 127 | -9,256 | -2.09% | Q1 2026 | Apr 22, 2026 |
| Beacon Bank & Trust | History | Added to | 433,764 | 25,830 | 5.3% | 4.37% | 128 | +74,690 | 20.8% | Q1 2026 | Apr 28, 2026 |
| 25 LLC | History | Added to | 429,850 | 25,597 | 7.89% | 7.25% | 129 | +48,401 | 12.69% | Q1 2026 | Apr 20, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 429,184 | 25,557 | 3.94% | 9.11% | 130 | -661,327 | -60.64% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 416,247 | 24,787 | 0.42% | 1.48% | 131 | -1,072,585 | -72.04% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 414,916 | 24,575 | 0.44% | 0.09% | 132 | +384,079 | 1245.51% | Q1 2026 | May 01, 2026 |
| Gleason Group, Inc. | History | Added to | 412,183 | 24,545 | 2.43% | 2.41% | 133 | +2,507 | 0.61% | Q1 2026 | May 04, 2026 |
| OneAscent Financial Services LLC | History | Added to | 411,482 | 24,503 | 1.33% | 1.84% | 134 | +78,745 | 23.67% | Q1 2026 | Apr 21, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 406,450 | 24,106 | 0.02% | 0.02% | 135 | -110,250 | -21.34% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 399,966 | 23,817 | 6.25% | 6.09% | 136 | +19,225 | 5.05% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 393,686 | 23,443 | 0.12% | 0.15% | 137 | +25,941 | 7.05% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 391,345 | 23,304 | 0.04% | 0.0% | 138 | +389,475 | 20827.54% | Q1 2026 | May 01, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 389,278 | 23,181 | 0.2% | 0.16% | 139 | +84,903 | 27.89% | Q1 2026 | May 07, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 382,976 | 22,806 | 2.85% | 2.63% | 140 | +32,865 | 9.39% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 382,830 | 22,797 | 0.02% | 0.02% | 141 | +2 | 0.0% | Q1 2026 | May 08, 2026 |
| WBH ADVISORY INC | History | Added to | 376,638 | 22,338 | 1.67% | 1.57% | 142 | +23,341 | 6.61% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 372,918 | 22,117 | 0.38% | 0.35% | 143 | +51,602 | 16.06% | Q1 2026 | May 14, 2026 |
| DORVAL Corp | History | Added to | 369,137 | 21,982 | 6.82% | 5.78% | 144 | +66,845 | 22.11% | Q1 2026 | Apr 22, 2026 |
| United Wealth Management, LLC | History | Added to | 365,624 | 21,772 | 5.41% | 5.64% | 145 | +1,914 | 0.53% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 361,975 | 21,555 | 0.03% | 0.03% | 146 | +47,098 | 14.96% | Q1 2026 | Apr 27, 2026 |
| Mascoma Wealth Management LLC | History | New | 361,188 | 21,508 | 4.45% | — | 147 | +361,188 | New | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 356,975 | 21,257 | 0.03% | 0.04% | 148 | -45,759 | -11.36% | Q1 2026 | May 14, 2026 |
| Whelan Financial | History | New | 356,093 | 21,205 | 6.58% | — | 149 | +356,093 | New | Q1 2026 | Apr 24, 2026 |
| Empowered Funds, LLC | History | Added to | 352,227 | 20,906 | 0.13% | 0.31% | 150 | +43,094 | 13.94% | Q1 2026 | May 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 347,290 | 20,681 | 1.07% | 1.06% | 151 | +5,852 | 1.71% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | Added to | 339,430 | 20,213 | 4.47% | 4.33% | 152 | +17,733 | 5.51% | Q1 2026 | May 08, 2026 |
| MAYPORT, LLC | History | Added to | 332,302 | 19,788 | 3.68% | 3.51% | 153 | +41,479 | 14.26% | Q1 2026 | Apr 21, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 331,516 | 19,741 | 3.36% | 3.29% | 154 | +19,631 | 6.29% | Q1 2026 | Apr 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 329,140 | 19,600 | 4.4% | 4.29% | 155 | +29,629 | 9.89% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 328,613 | 19,490 | 0.18% | 0.16% | 156 | +82,238 | 33.38% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 325,412 | 19,378 | 0.05% | 0.05% | 157 | +19,311 | 6.31% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 322,385 | 19,198 | 2.44% | 2.51% | 158 | +3,023 | 0.95% | Q1 2026 | Apr 16, 2026 |
| Morling Financial Advisors, LLC | History | New | 313,631 | 18,676 | 5.74% | — | 159 | +313,631 | New | Q1 2026 | May 06, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 311,135 | 18,528 | 6.33% | 5.86% | 160 | +39,949 | 14.73% | Q1 2026 | Apr 14, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 305,900 | 18,216 | 6.11% | 5.87% | 161 | +12,555 | 4.28% | Q1 2026 | Apr 30, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 301,532 | 17,956 | 0.9% | 0.84% | 162 | +16,855 | 5.92% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 296,179 | 17,637 | 0.1% | 0.09% | 163 | +46,044 | 18.41% | Q1 2026 | May 15, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 295,718 | 17,609 | 1.84% | 1.63% | 164 | +7,650 | 2.66% | Q1 2026 | Apr 27, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 285,766 | 17,017 | 8.11% | 4.5% | 165 | +133,796 | 88.04% | Q1 2026 | May 01, 2026 |
| Hirtle & Co., LLC | History | Added to | 284,135 | 16,920 | 0.58% | 0.04% | 166 | +264,788 | 1368.63% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 283,471 | 16,880 | 1.39% | 0.04% | 167 | +276,294 | 3849.71% | Q1 2026 | May 05, 2026 |
| Roth Financial Partners LLC | History | Reduced | 283,183 | 16,863 | 5.76% | 5.75% | 168 | -7,537 | -2.59% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 281,668 | 16,773 | 0.01% | 0.01% | 169 | +6,366 | 2.31% | Q1 2026 | May 13, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 280,457 | 16,701 | 5.01% | 4.84% | 170 | +18,638 | 7.12% | Q1 2026 | Apr 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 280,416 | 16,698 | 0.12% | 0.13% | 171 | -718 | -0.26% | Q1 2026 | Apr 14, 2026 |
| Longview Financial Advisors LLC | History | Added to | 275,490 | 16,405 | 8.91% | 8.77% | 172 | +10,079 | 3.8% | Q1 2026 | Apr 20, 2026 |
| Enclave Advisors LLC | History | Added to | 274,511 | 16,347 | 2.24% | 0.27% | 173 | +243,279 | 778.94% | Q1 2026 | Apr 13, 2026 |
| Kensington Asset Management, LLC | History | New | 270,146 | 16,087 | 0.88% | — | 174 | +270,146 | New | Q1 2026 | May 21, 2026 |
| OneAscent Investment Solutions LLC | History | Added to | 268,378 | 15,981 | 15.99% | 16.97% | 175 | +1,065 | 0.4% | Q1 2026 | Apr 29, 2026 |
| Peirce Capital Management, LLC | History | Added to | 266,200 | 15,852 | 6.2% | 6.05% | 176 | +12,629 | 4.98% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 265,925 | 15,835 | 0.48% | 0.5% | 177 | +37,835 | 16.59% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 260,470 | 15,567 | 1.39% | 1.24% | 178 | +26,080 | 11.13% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 261,055 | 15,545 | 0.01% | 0.01% | 179 | +86,155 | 49.26% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 258,106 | 15,370 | 0.28% | 0.28% | 180 | +3,322 | 1.3% | Q1 2026 | May 14, 2026 |
| Net Worth Advisory Group | History | Added to | 256,358 | 15,266 | 3.16% | 3.03% | 181 | +6,337 | 2.53% | Q1 2026 | May 05, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 256,069 | 15,248 | 5.74% | 5.35% | 182 | +24,853 | 10.75% | Q1 2026 | Apr 21, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 252,676 | 15,046 | 1.09% | 0.96% | 183 | +3,440 | 1.38% | Q1 2026 | Apr 14, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 246,642 | 14,687 | 8.26% | 8.02% | 184 | +7,520 | 3.14% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 241,315 | 14,370 | 0.02% | 0.02% | 185 | -6,524 | -2.63% | Q1 2026 | May 15, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 240,037 | 14,294 | 2.15% | 2.04% | 186 | +2,855 | 1.2% | Q1 2026 | May 11, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 239,804 | 14,280 | 3.97% | 3.8% | 187 | +30,453 | 14.55% | Q1 2026 | Apr 24, 2026 |
| Wealth Analytics Partners, LLC | History | Added to | 239,426 | 14,257 | 5.8% | 5.41% | 188 | +9,119 | 3.96% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 238,271 | 14,189 | 0.39% | 0.36% | 189 | +2,940 | 1.25% | Q1 2026 | Apr 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 231,881 | 13,808 | 0.58% | 0.55% | 190 | +7,834 | 3.5% | Q1 2026 | Apr 29, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 230,881 | 13,748 | 5.59% | 5.0% | 191 | +28,561 | 14.12% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 230,537 | 13,728 | 0.02% | 0.02% | 192 | +21,519 | 10.3% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Added to | 229,650 | 13,675 | 0.89% | 0.8% | 193 | +27,542 | 13.63% | Q1 2026 | Apr 28, 2026 |
| CROBAN | History | Added to | 228,227 | 13,588 | 6.39% | 3.56% | 194 | +104,913 | 85.08% | Q1 2026 | May 12, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 226,539 | 13,490 | 3.81% | 3.78% | 195 | +2,962 | 1.32% | Q1 2026 | May 01, 2026 |
| Friday Financial | History | Added to | 224,003 | 13,339 | 4.6% | 4.68% | 196 | +2,362 | 1.07% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 221,793 | 13,208 | 0.1% | 0.18% | 197 | -125,841 | -36.2% | Q1 2026 | Apr 07, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 217,601 | 12,958 | 3.64% | 3.64% | 198 | +4,490 | 2.11% | Q1 2026 | May 01, 2026 |
| Newport Capital Group, LLC | History | Added to | 217,216 | 12,935 | 7.88% | 7.54% | 199 | +11,349 | 5.51% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 214,864 | 12,795 | 0.07% | 0.06% | 200 | +29,857 | 16.14% | Q1 2026 | May 05, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 207,247 | 12,341 | 6.09% | 6.21% | 201 | +1,451 | 0.71% | Q1 2026 | Apr 27, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 201,901 | 12,023 | 7.59% | 7.85% | 202 | +10,304 | 5.38% | Q1 2026 | May 11, 2026 |
| HBE Wealth Management, LLC | History | Added to | 200,527 | 11,941 | 10.41% | 10.43% | 203 | +15,566 | 8.42% | Q1 2026 | Apr 28, 2026 |
| ROGCO, LP | History | Added to | 198,725 | 11,834 | 3.95% | 3.52% | 204 | +21,400 | 12.07% | Q1 2026 | May 04, 2026 |
| Garde Capital, Inc. | History | New | 198,392 | 11,814 | 0.71% | — | 205 | +198,392 | New | Q1 2026 | Apr 28, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 198,157 | 11,800 | 1.97% | 1.97% | 206 | +5,789 | 3.01% | Q1 2026 | May 01, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 195,020 | 11,613 | 5.46% | 5.56% | 207 | +9,664 | 5.21% | Q1 2026 | Apr 14, 2026 |
| Aspirean Wealth, LLC | History | Added to | 193,155 | 11,502 | 12.49% | 12.33% | 208 | +4,747 | 2.52% | Q1 2026 | May 13, 2026 |
| Financial Architects, LLC | History | Added to | 192,290 | 11,450 | 6.04% | 5.81% | 209 | +11,955 | 6.63% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 191,067 | 11,418 | 0.79% | 0.39% | 210 | +101,774 | 113.98% | Q1 2026 | Apr 29, 2026 |
| Souders Financial Advisors | History | Added to | 188,334 | 11,215 | 1.28% | 1.26% | 211 | +4,511 | 2.45% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 182,455 | 10,865 | 0.0% | — | 212 | +182,455 | New | Q1 2026 | May 12, 2026 |
| Providence First Trust Co | History | Added to | 181,606 | 10,814 | 3.8% | 3.55% | 213 | +10,753 | 6.29% | Q1 2026 | May 04, 2026 |
| Summitas Investment Management LLC | History | New | 176,879 | 10,533 | 8.26% | — | 214 | +176,879 | New | Q1 2026 | May 13, 2026 |
| SimpliFi, Inc. | History | Added to | 176,374 | 10,503 | 4.41% | 4.41% | 215 | +2,583 | 1.49% | Q1 2026 | Apr 22, 2026 |
| Hurley Capital, LLC | History | Added to | 175,937 | 10,477 | 5.61% | 5.6% | 216 | +9,052 | 5.42% | Q1 2026 | May 06, 2026 |
| Marion Wealth Management | History | Added to | 175,114 | 10,428 | 2.31% | 1.4% | 217 | +69,444 | 65.72% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 174,969 | 10,419 | 0.01% | 0.01% | 218 | +4 | 0.0% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 174,913 | 10,410 | 0.06% | 0.06% | 219 | +13,901 | 8.63% | Q1 2026 | May 15, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 174,607 | 10,397 | 3.87% | 4.09% | 220 | -19,128 | -9.87% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 172,782 | 10,258 | 0.57% | 0.57% | 221 | +10,506 | 6.47% | Q1 2026 | May 14, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 171,520 | 10,214 | 1.16% | 0.93% | 222 | +25,900 | 17.79% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 171,179 | 10,193 | 0.03% | 0.03% | 223 | -49,801 | -22.54% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | New | 170,833 | 10,173 | 0.08% | — | 224 | +170,833 | New | Q1 2026 | May 15, 2026 |
| Five Pine Wealth Management | History | Added to | 170,816 | 10,162 | 6.32% | 6.08% | 225 | +12,617 | 7.98% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 169,581 | 10,098 | 2.3% | 2.19% | 226 | +7,278 | 4.48% | Q1 2026 | Apr 15, 2026 |
| TRB Wealth Management, LLC | History | New | 169,459 | 10,091 | 1.43% | — | 227 | +169,459 | New | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 169,211 | 10,076 | 0.74% | 0.46% | 228 | +65,973 | 63.9% | Q1 2026 | Apr 22, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 166,884 | 9,937 | 6.46% | 6.24% | 229 | +8,021 | 5.05% | Q1 2026 | May 13, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 165,832 | 9,875 | 6.64% | 6.55% | 230 | +5,529 | 3.45% | Q1 2026 | Apr 16, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 163,042 | 9,709 | 2.78% | 2.74% | 231 | +5,459 | 3.46% | Q1 2026 | Apr 15, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 162,197 | 9,658 | 5.67% | 5.57% | 232 | +7,464 | 4.82% | Q1 2026 | Apr 21, 2026 |
| Belleair Asset Management, LLC | History | Added to | 161,648 | 9,626 | 8.78% | 7.99% | 233 | +21,638 | 15.45% | Q1 2026 | Apr 15, 2026 |
| Prism Planning Partners LLC | History | Added to | 160,992 | 9,587 | 11.34% | 9.71% | 234 | +16,549 | 11.46% | Q1 2026 | May 12, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 159,701 | 9,510 | 3.75% | 3.75% | 235 | -417 | -0.26% | Q1 2026 | Apr 23, 2026 |
| Brickley Wealth Management | History | Added to | 158,497 | 9,438 | 1.62% | 1.56% | 236 | +4,073 | 2.64% | Q1 2026 | May 04, 2026 |
| CacheTech Inc. | History | Reduced | 153,952 | 9,167 | 1.77% | 1.71% | 237 | -291 | -0.19% | Q1 2026 | May 11, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 152,749 | 9,096 | 0.62% | 0.61% | 238 | +2,969 | 1.98% | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 151,037 | 8,994 | 1.03% | 0.78% | 239 | +39,458 | 35.36% | Q1 2026 | Apr 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 150,395 | 8,956 | 5.18% | 5.22% | 240 | +4,010 | 2.74% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 150,330 | 8,952 | 0.02% | 0.01% | 241 | +43,148 | 40.26% | Q1 2026 | Apr 22, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 148,719 | 8,856 | 6.99% | 6.72% | 242 | +6,619 | 4.66% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 144,145 | 8,583 | 0.01% | 0.0% | 243 | +55,256 | 62.16% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 143,193 | 8,527 | 0.04% | 0.05% | 244 | -20,713 | -12.64% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 142,754 | 8,501 | 0.1% | 0.09% | 245 | +4,963 | 3.6% | Q1 2026 | May 13, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 140,848 | 8,441 | 8.11% | 8.11% | 246 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Adams Wealth Management | History | Added to | 141,247 | 8,411 | 1.85% | 1.8% | 247 | +857 | 0.61% | Q1 2026 | May 11, 2026 |
| Tillman Hartley LLC | History | Reduced | 139,684 | 8,318 | 2.09% | 2.16% | 248 | -3,605 | -2.52% | Q1 2026 | May 08, 2026 |
| Constellation Investments, Inc. | History | Reduced | 139,000 | 8,277 | 0.27% | 0.27% | 249 | -5,000 | -3.47% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 138,099 | 8,225 | 0.06% | 0.06% | 250 | +14,531 | 11.76% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 137,851 | 8,209 | 0.42% | 0.42% | 251 | +6,741 | 5.14% | Q1 2026 | Apr 17, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 137,007 | 8,158 | 0.97% | 0.92% | 252 | +4,825 | 3.65% | Q1 2026 | Apr 21, 2026 |
| ATX Financial Planning, LLC | History | Added to | 136,142 | 8,107 | 6.16% | 1.56% | 253 | +102,307 | 302.37% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Reduced | 132,517 | 7,891 | 0.03% | 0.04% | 254 | -18,478 | -12.24% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 126,097 | 7,673 | 0.04% | 0.02% | 255 | +47,775 | 61.0% | Q1 2026 | May 15, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 128,025 | 7,623 | 0.13% | 0.12% | 256 | +12,161 | 10.5% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 127,212 | 7,575 | 0.0% | 0.0% | 257 | +18,056 | 16.54% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 124,652 | 7,423 | 0.05% | 0.04% | 258 | +12,020 | 10.67% | Q1 2026 | May 05, 2026 |
| CWC Advisors, LLC. | History | Added to | 124,198 | 7,395 | 3.52% | 3.5% | 259 | +3,070 | 2.53% | Q1 2026 | Apr 16, 2026 |
| BluePrint Investing LLC | History | Added to | 123,836 | 7,374 | 5.87% | 5.44% | 260 | +9,748 | 8.54% | Q1 2026 | Apr 22, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 123,386 | 7,347 | 1.5% | 1.41% | 261 | +6,532 | 5.59% | Q1 2026 | May 05, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 121,022 | 7,206 | 2.68% | 1.75% | 262 | +40,024 | 49.41% | Q1 2026 | Apr 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 118,240 | 7,041 | 0.01% | 0.01% | 263 | +8,150 | 7.4% | Q1 2026 | May 13, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 116,468 | 6,935 | 2.79% | 2.71% | 264 | -6,058 | -4.94% | Q1 2026 | Apr 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 115,115 | 6,855 | 0.36% | 0.29% | 265 | +3,870 | 3.48% | Q1 2026 | Apr 28, 2026 |
| Axos Invest Inc. | History | Reduced | 114,398 | 6,812 | 5.15% | 5.14% | 266 | -2,299 | -1.97% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 114,075 | 6,793 | 0.78% | 0.84% | 267 | -11,650 | -9.27% | Q1 2026 | May 11, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 113,241 | 6,743 | 2.44% | 2.44% | 268 | +2,609 | 2.36% | Q1 2026 | May 06, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 112,366 | 6,691 | 3.45% | 3.42% | 269 | +974 | 0.87% | Q1 2026 | Apr 10, 2026 |
| Altiora Financial Group, LLC | History | Added to | 112,028 | 6,671 | 1.1% | 0.49% | 270 | +64,494 | 135.68% | Q1 2026 | May 08, 2026 |
| Brucke Financial, Inc. | History | Reduced | 111,632 | 6,647 | 3.37% | 3.99% | 271 | -10,257 | -8.42% | Q1 2026 | Apr 10, 2026 |
| Downshift Financial, LLC | History | Added to | 110,799 | 6,585 | 3.41% | 3.97% | 272 | +3,412 | 3.18% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 110,440 | 6,576 | 0.12% | 0.12% | 273 | +2,976 | 2.77% | Q1 2026 | Apr 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 110,419 | 6,575 | 1.48% | 1.68% | 274 | -6,290 | -5.39% | Q1 2026 | Apr 08, 2026 |
| First Affirmative Financial Network | History | New | 109,307 | 6,509 | 2.53% | — | 275 | +109,307 | New | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 108,693 | 6,472 | 0.06% | 0.05% | 276 | +34,067 | 45.65% | Q1 2026 | May 12, 2026 |
| Lauer Wealth, LLC | History | Added to | 106,005 | 6,306 | 5.02% | 4.51% | 277 | +4,634 | 4.57% | Q1 2026 | Apr 13, 2026 |
| PYA Waltman Capital, LLC | History | Added to | 105,748 | 6,297 | 1.75% | 1.01% | 278 | +42,737 | 67.82% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 105,300 | 6,270 | 0.0% | — | 279 | +105,300 | New | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 102,067 | 6,078 | 0.17% | 0.35% | 280 | -124,682 | -54.99% | Q1 2026 | Apr 28, 2026 |
| Montecito Bank & Trust | History | Added to | 101,298 | 6,032 | 0.99% | 0.84% | 281 | +13,275 | 15.08% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 100,649 | 6,031 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 97,636 | 5,814 | 0.84% | 0.73% | 283 | +13,338 | 15.82% | Q1 2026 | May 13, 2026 |
| PEOPLES BANK /OH | History | Reduced | 97,581 | 5,810 | 3.57% | 3.63% | 284 | -39 | -0.04% | Q1 2026 | Apr 24, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 97,349 | 5,797 | 1.99% | 1.8% | 285 | +9,371 | 10.65% | Q1 2026 | Apr 01, 2026 |
| JDH Wealth Management, LLC | History | Added to | 96,963 | 5,774 | 3.89% | 3.49% | 286 | +11,946 | 14.05% | Q1 2026 | Apr 16, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 96,879 | 5,769 | 3.31% | 2.38% | 287 | +20,650 | 27.09% | Q1 2026 | Apr 17, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 96,439 | 5,742 | 2.31% | 2.24% | 288 | +5,025 | 5.5% | Q1 2026 | Apr 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 96,000 | 5,716 | 0.01% | — | 289 | +96,000 | New | Q1 2026 | May 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 95,400 | 5,681 | 1.72% | 1.66% | 290 | +2,663 | 2.87% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Reduced | 94,863 | 5,669 | 0.08% | 0.11% | 291 | -493 | -0.52% | Q1 2026 | Apr 20, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 93,932 | 5,593 | 3.9% | 3.53% | 292 | +13,104 | 16.21% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 93,673 | 5,578 | 0.09% | 0.09% | 293 | +22,872 | 32.3% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 92,619 | 5,515 | 0.19% | 0.19% | 294 | +1,369 | 1.5% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 92,114 | 5,485 | 0.08% | 0.08% | 295 | +4,853 | 5.56% | Q1 2026 | May 13, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 90,462 | 5,386 | 1.61% | 1.53% | 296 | +6,588 | 7.85% | Q1 2026 | Apr 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 90,368 | 5,381 | 0.26% | 0.21% | 297 | +16,214 | 21.87% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 89,882 | 5,352 | 0.02% | 0.08% | 298 | -289,038 | -76.28% | Q1 2026 | May 15, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 89,729 | 5,343 | 0.78% | 0.94% | 299 | +4,993 | 5.89% | Q1 2026 | May 04, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 89,529 | 5,331 | 4.89% | 4.7% | 300 | +5,939 | 7.1% | Q1 2026 | May 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 88,951 | 5,297 | 0.65% | 0.63% | 301 | +5,493 | 6.58% | Q1 2026 | Apr 27, 2026 |
| Smithfield Trust Co | History | Added to | 88,670 | 5,280 | 0.23% | 0.17% | 302 | +25,393 | 40.13% | Q1 2026 | May 08, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 85,587 | 5,096 | 4.62% | 5.29% | 303 | -12,732 | -12.95% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 85,392 | 5,085 | 0.0% | 0.0% | 304 | +10,074 | 13.38% | Q1 2026 | May 13, 2026 |
| CVS HEALTH Corp | History | New | 85,000 | 5,061 | 2.38% | — | 305 | +85,000 | New | Q1 2026 | May 07, 2026 |
| Vistica Wealth Advisors, LLC | History | Added to | 84,879 | 5,054 | 5.04% | 4.84% | 306 | +3,676 | 4.53% | Q1 2026 | Apr 23, 2026 |
| Impact Investors, Inc | History | Added to | 84,359 | 5,023 | 3.49% | 2.86% | 307 | +15,602 | 22.69% | Q1 2026 | Apr 29, 2026 |
| Hara Capital LLC | History | Reduced | 83,740 | 4,986 | 2.49% | 3.14% | 308 | -10,389 | -11.04% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 83,338 | 4,962 | 0.0% | 0.0% | 309 | -3,794 | -4.35% | Q1 2026 | May 12, 2026 |
| WIT, LLC | History | No change | 82,534 | 4,914 | 0.09% | 0.1% | 310 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plan A Wealth LLC | History | Added to | 82,102 | 4,889 | 2.34% | 2.06% | 311 | +11,713 | 16.64% | Q1 2026 | May 15, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Added to | 81,700 | 4,855 | 5.61% | 0.95% | 312 | +65,700 | 410.63% | Q1 2026 | Apr 30, 2026 |
| Curi Capital, LLC | History | Reduced | 81,071 | 4,827 | 0.09% | 0.09% | 313 | -7,197 | -8.15% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 80,663 | 4,803 | 0.07% | 0.06% | 314 | +21,026 | 35.26% | Q1 2026 | Apr 10, 2026 |
| Blume Capital Management, Inc. | History | Added to | 80,554 | 4,796 | 0.82% | 0.67% | 315 | +18,904 | 30.66% | Q1 2026 | May 01, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 79,943 | 4,760 | 0.24% | 0.25% | 316 | -3,369 | -4.04% | Q1 2026 | May 04, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 78,882 | 4,697 | 3.61% | 0.41% | 317 | +70,152 | 803.57% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 78,826 | 4,694 | 0.01% | 0.0% | 318 | +36,746 | 87.32% | Q1 2026 | May 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 78,429 | 4,670 | 2.93% | 0.81% | 319 | +56,421 | 256.37% | Q1 2026 | Apr 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 77,699 | 4,626 | 0.01% | 0.01% | 320 | -3,643 | -4.48% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 77,381 | 4,608 | 0.26% | 0.2% | 321 | +20,570 | 36.21% | Q1 2026 | Apr 30, 2026 |
| LifePlan Financial, LLC | History | Added to | 76,619 | 4,562 | 3.37% | 3.3% | 322 | +4,776 | 6.65% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 75,945 | 4,522 | 0.09% | 0.11% | 323 | -10,316 | -11.96% | Q1 2026 | May 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 75,039 | 4,474 | 1.08% | 1.22% | 325 | -9,703 | -11.45% | Q1 2026 | May 01, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 74,685 | 4,474 | 0.3% | 0.3% | 324 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 75,025 | 4,467 | 0.48% | 0.49% | 326 | -1,756 | -2.29% | Q1 2026 | Apr 22, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 74,630 | 4,444 | 0.7% | 0.7% | 327 | +2,012 | 2.77% | Q1 2026 | May 01, 2026 |
| RoundAngle Advisors LLC | History | Added to | 73,103 | 4,353 | 3.25% | 3.1% | 328 | +2,058 | 2.9% | Q1 2026 | Apr 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 72,874 | 4,339 | 0.09% | 0.09% | 329 | +1,989 | 2.81% | Q1 2026 | Apr 27, 2026 |
| Alhambra Investment Management LLC | History | Added to | 72,845 | 4,337 | 2.0% | 1.91% | 330 | +4,436 | 6.48% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 71,724 | 4,271 | 0.06% | 0.05% | 331 | +18,035 | 33.59% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 71,358 | 4,249 | 0.03% | 0.02% | 332 | +19,632 | 37.95% | Q1 2026 | Apr 15, 2026 |
| Balance Wealth, LLC | History | Added to | 70,793 | 4,215 | 1.31% | 1.34% | 333 | +1,374 | 1.98% | Q1 2026 | Apr 20, 2026 |
| Auour Investments LLC | History | Added to | 70,773 | 4,214 | 1.33% | 1.33% | 334 | +1,098 | 1.58% | Q1 2026 | Apr 20, 2026 |
| AlTi Global, Inc. | History | No change | 70,679 | 4,208 | 0.09% | 0.09% | 335 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NICOLET BANKSHARES INC | History | New | 70,946 | 4,207 | 0.16% | — | 336 | +70,946 | New | Q1 2026 | May 14, 2026 |
| Hickory Point Bank & Trust | History | Added to | 70,621 | 4,205 | 2.78% | 2.77% | 337 | +6,895 | 10.82% | Q1 2026 | Apr 03, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 70,402 | 4,192 | 1.34% | 1.66% | 338 | -13,923 | -16.51% | Q1 2026 | May 08, 2026 |
| Greenspring Advisors, LLC | History | Added to | 70,377 | 4,190 | 0.26% | 0.24% | 339 | +5,403 | 8.32% | Q1 2026 | May 04, 2026 |
| Prime Buchholz LLC | History | Added to | 69,636 | 4,146 | 2.17% | 1.94% | 340 | +15,040 | 27.55% | Q1 2026 | May 14, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 69,444 | 4,135 | 0.79% | 0.65% | 341 | +15,998 | 29.93% | Q1 2026 | Apr 24, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 69,201 | 4,120 | 1.0% | 0.91% | 342 | +7,631 | 12.39% | Q1 2026 | Apr 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 68,656 | 4,088 | 0.05% | 0.04% | 343 | +18,849 | 37.84% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 68,613 | 4,086 | 0.01% | 0.01% | 344 | +7,868 | 12.95% | Q1 2026 | May 14, 2026 |
| Morningstar Investment Management LLC | History | Added to | 68,544 | 4,081 | 0.25% | 0.24% | 345 | +522 | 0.77% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 68,439 | 4,075 | 0.04% | 0.09% | 346 | +7,546 | 12.39% | Q1 2026 | May 12, 2026 |
| GenTrust, LLC | History | Reduced | 68,386 | 4,072 | 0.17% | 0.21% | 347 | -13,053 | -16.03% | Q1 2026 | Apr 27, 2026 |
| SMART Wealth LLC | History | Added to | 68,038 | 4,051 | 1.19% | 1.15% | 348 | +5,012 | 7.95% | Q1 2026 | Apr 23, 2026 |
| Evergreen Wealth Partners LLC | History | New | 67,659 | 4,029 | 3.08% | — | 349 | +67,659 | New | Q1 2026 | May 08, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 67,371 | 4,019 | 0.23% | 0.22% | 350 | +3,053 | 4.75% | Q1 2026 | Apr 20, 2026 |
| First Pacific Financial | History | Added to | 67,216 | 4,002 | 0.52% | 0.01% | 351 | +66,141 | 6152.65% | Q1 2026 | Apr 23, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 66,632 | 3,968 | 0.2% | 0.22% | 352 | -876 | -1.3% | Q1 2026 | Apr 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 66,586 | 3,965 | 0.16% | 0.16% | 353 | +3,170 | 5.0% | Q1 2026 | May 12, 2026 |
| Wedmont Private Capital | History | Added to | 65,604 | 3,902 | 0.13% | 0.13% | 354 | +2,313 | 3.65% | Q1 2026 | Apr 09, 2026 |
| RB Capital Management, LLC | History | Reduced | 65,525 | 3,901 | 0.83% | 0.84% | 355 | -4,877 | -6.93% | Q1 2026 | May 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 65,262 | 3,886 | 1.22% | 1.25% | 356 | -1,941 | -2.89% | Q1 2026 | Apr 16, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 64,271 | 3,827 | 1.27% | 1.19% | 357 | +4,545 | 7.61% | Q1 2026 | Apr 21, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 63,653 | 3,790 | 2.16% | 0.7% | 358 | +42,759 | 204.65% | Q1 2026 | May 05, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 63,061 | 3,755 | 0.74% | 0.89% | 359 | -10,612 | -14.4% | Q1 2026 | May 12, 2026 |
| BAKER BOYER NATIONAL BANK | History | Reduced | 62,299 | 3,709 | 1.11% | 1.15% | 360 | -1,264 | -1.99% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 61,197 | 3,644 | 0.04% | 0.02% | 361 | +26,618 | 76.98% | Q1 2026 | Apr 16, 2026 |
| Capital Squared Financial LLC | History | Added to | 60,973 | 3,630 | 2.77% | 1.6% | 362 | +26,737 | 78.1% | Q1 2026 | May 01, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 60,528 | 3,604 | 1.35% | 1.33% | 363 | -945 | -1.54% | Q1 2026 | May 18, 2026 |
| M&T BANK CORP | History | Added to | 60,341 | 3,593 | 0.01% | 0.01% | 364 | +1,841 | 3.15% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 59,160 | 3,522 | 0.08% | 0.08% | 365 | +2,858 | 5.08% | Q1 2026 | May 15, 2026 |
| JT Stratford LLC | History | Reduced | 58,942 | 3,509 | 0.45% | 0.45% | 366 | -9 | -0.02% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 57,484 | 3,423 | 0.18% | 0.22% | 367 | -9,840 | -14.62% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 57,375 | 3,416 | 0.02% | 0.01% | 368 | +7,526 | 15.1% | Q1 2026 | Apr 29, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 57,203 | 3,406 | 2.1% | — | 369 | +57,203 | New | Q1 2026 | Apr 28, 2026 |
| Nilsine Partners, LLC | History | Added to | 56,799 | 3,380 | 0.26% | 0.28% | 370 | +2,276 | 4.17% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 55,410 | 3,299 | 0.12% | 0.11% | 371 | +5,571 | 11.18% | Q1 2026 | Apr 28, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 55,362 | 3,275 | 1.67% | 1.67% | 372 | +1,320 | 2.44% | Q1 2026 | May 05, 2026 |
| Hikari Tsushin, Inc. | History | No change | 54,954 | 3,272 | 0.23% | 0.21% | 373 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Human Investing LLC | History | Added to | 54,864 | 3,267 | 0.48% | 0.46% | 374 | +400 | 0.73% | Q1 2026 | May 07, 2026 |
| Macco Financial Group, Inc. | History | New | 54,461 | 3,243 | 2.46% | — | 375 | +54,461 | New | Q1 2026 | Apr 23, 2026 |
| Tandem Investment Partners LLC | History | Added to | 54,184 | 3,226 | 2.73% | 2.5% | 376 | +4,749 | 9.61% | Q1 2026 | May 13, 2026 |
| Towne Trust Company, N.A | History | Added to | 54,135 | 3,223 | 1.04% | 0.82% | 377 | +10,488 | 24.03% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 53,970 | 3,213 | 0.01% | 0.01% | 378 | -5,470 | -9.2% | Q1 2026 | May 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 53,848 | 3,206 | 0.36% | 0.36% | 379 | -943 | -1.72% | Q1 2026 | Apr 24, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 53,430 | 3,181 | 0.21% | 0.2% | 380 | +5,206 | 10.8% | Q1 2026 | May 12, 2026 |
| REDW Wealth LLC | History | Reduced | 53,173 | 3,166 | 1.26% | 1.3% | 381 | -3,796 | -6.66% | Q1 2026 | May 07, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 53,125 | 3,164 | 1.57% | 1.48% | 382 | -145 | -0.27% | Q1 2026 | Apr 24, 2026 |
| Oasis Advisors, LLC | History | New | 795,019 | 3,156 | 0.62% | — | 383 | +795,019 | New | Q1 2026 | May 04, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 52,743 | 3,140 | 3.23% | 3.17% | 384 | +4,115 | 8.46% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 52,580 | 3,131 | 0.1% | 0.1% | 385 | +44 | 0.08% | Q1 2026 | Apr 08, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 51,899 | 3,090 | 0.1% | 0.1% | 386 | -1,671 | -3.12% | Q1 2026 | May 15, 2026 |
| Northstar Advisory Group, LLC | History | New | 51,482 | 3,065 | 1.14% | — | 387 | +51,482 | New | Q1 2026 | Apr 08, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | No change | 50,755 | 3,022 | 0.68% | 0.52% | 388 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 50,718 | 3,020 | 0.05% | 0.05% | 389 | +298 | 0.59% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 50,535 | 3,009 | 0.04% | 0.04% | 390 | -931 | -1.81% | Q1 2026 | Apr 21, 2026 |
| Mechanics Financial Corp | History | Added to | 50,097 | 2,983 | 1.25% | 0.92% | 391 | +8,605 | 20.74% | Q1 2026 | May 06, 2026 |
| Mittelman Wealth Management | History | Added to | 49,959 | 2,975 | 1.85% | 0.65% | 392 | +33,278 | 199.5% | Q1 2026 | May 15, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 49,831 | 2,969 | 0.39% | 0.32% | 393 | +9,891 | 24.76% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 49,390 | 2,941 | 0.68% | 0.65% | 394 | +2,560 | 5.47% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 49,238 | 2,932 | 0.2% | 0.21% | 395 | -931 | -1.86% | Q1 2026 | Apr 21, 2026 |
| RHS Financial, LLC | History | Added to | 49,020 | 2,919 | 1.38% | 1.32% | 396 | +3,944 | 8.75% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 48,983 | 2,916 | 0.11% | 0.09% | 397 | +7,113 | 16.99% | Q1 2026 | Apr 20, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 48,816 | 2,906 | 1.42% | 0.77% | 398 | +22,565 | 85.96% | Q1 2026 | May 14, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 48,393 | 2,881 | 0.99% | 1.42% | 399 | -16,868 | -25.85% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 47,843 | 2,849 | 0.01% | 0.01% | 400 | +3,863 | 8.78% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 47,679 | 2,839 | 0.02% | 0.03% | 401 | -10,267 | -17.72% | Q1 2026 | May 13, 2026 |
| D.B. Root & Company, LLC | History | Added to | 46,519 | 2,770 | 0.66% | 0.52% | 402 | +10,708 | 29.9% | Q1 2026 | May 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 46,292 | 2,756 | 0.01% | 0.0% | 403 | +21,255 | 84.89% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 46,280 | 2,755 | 0.11% | 0.07% | 404 | +17,969 | 63.47% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 46,011 | 2,739 | 0.81% | 0.66% | 405 | +8,200 | 21.69% | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 45,760 | 2,724 | 0.06% | 0.02% | 406 | +38,861 | 563.28% | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 46,091 | 2,719 | 0.03% | 0.02% | 407 | +14,605 | 46.39% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 45,654 | 2,718 | 0.03% | 0.01% | 408 | +38,755 | 561.75% | Q1 2026 | May 15, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 45,498 | 2,709 | 0.43% | 0.48% | 409 | -7,315 | -13.85% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 44,685 | 2,660 | 0.06% | 0.02% | 410 | +29,161 | 187.84% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 44,629 | 2,657 | 0.03% | 0.03% | 411 | +5,455 | 13.93% | Q1 2026 | May 15, 2026 |
| Evansbrook LLC | History | No change | 43,778 | 2,623 | 1.75% | 1.75% | 412 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| IRON Financial LLC | History | Reduced | 43,671 | 2,600 | 1.14% | 1.22% | 413 | -573 | -1.3% | Q1 2026 | Apr 27, 2026 |
| Transcendent Capital Group LLC | History | Added to | 43,420 | 2,585 | 1.18% | 1.18% | 414 | +68 | 0.16% | Q1 2026 | Apr 27, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 42,546 | 2,533 | 0.59% | 0.59% | 415 | +892 | 2.14% | Q1 2026 | Apr 08, 2026 |
| Orcam Financial Group | History | Reduced | 42,230 | 2,514 | 1.78% | 2.49% | 416 | -13,232 | -23.86% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 41,519 | 2,472 | 0.09% | — | 417 | +41,519 | New | Q1 2026 | May 19, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 41,500 | 2,471 | 2.17% | 2.11% | 418 | +1,780 | 4.48% | Q1 2026 | May 04, 2026 |
| McCartney Wealth Management LLC | History | Added to | 40,921 | 2,436 | 2.05% | 1.99% | 419 | +2,466 | 6.41% | Q1 2026 | May 11, 2026 |
| Essex Bank | History | Reduced | 40,901 | 2,435 | 0.54% | 0.54% | 420 | -485 | -1.17% | Q1 2026 | Apr 17, 2026 |
| Oath Planning, LLC | History | Added to | 39,585 | 2,357 | 2.09% | 2.29% | 421 | +842 | 2.17% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 36,603 | 2,351 | 0.13% | 0.1% | 422 | -730 | -1.96% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 39,458 | 2,349 | 0.03% | 0.01% | 423 | +32,542 | 470.53% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 38,660 | 2,302 | 0.12% | 0.13% | 424 | +614 | 1.61% | Q1 2026 | May 07, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 38,506 | 2,293 | 0.96% | — | 425 | +38,506 | New | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 38,498 | 2,292 | 0.02% | 0.02% | 426 | -4,009 | -9.43% | Q1 2026 | May 08, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 38,480 | 2,291 | 0.71% | 0.7% | 427 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kassira Wealth Management LLC | History | Added to | 38,270 | 2,278 | 2.09% | 1.96% | 428 | +3,765 | 10.91% | Q1 2026 | Apr 30, 2026 |
| Graetz Wealth LLC | History | Added to | 38,113 | 2,269 | 2.03% | 1.79% | 429 | +5,276 | 16.07% | Q1 2026 | Apr 30, 2026 |
| United Community Bank | History | New | 37,960 | 2,260 | 0.75% | — | 430 | +37,960 | New | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 37,056 | 2,206 | 0.01% | 0.01% | 431 | +7,220 | 24.2% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 36,650 | 2,182 | 0.01% | 0.05% | 432 | -103,652 | -73.88% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 35,970 | 2,142 | 0.74% | 0.73% | 433 | +2,085 | 6.15% | Q1 2026 | Apr 23, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 35,843 | 2,134 | 1.68% | 1.68% | 434 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 35,813 | 2,132 | 0.0% | 0.0% | 435 | -2,812 | -7.28% | Q1 2026 | May 18, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 35,695 | 2,116 | 0.04% | 0.04% | 436 | +417 | 1.18% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 35,177 | 2,094 | 0.0% | 0.0% | 437 | -2,373 | -6.32% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 35,095 | 2,089 | 0.05% | 0.04% | 438 | +4,092 | 13.2% | Q1 2026 | Apr 30, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 34,669 | 2,064 | 0.45% | 0.51% | 439 | -3,749 | -9.76% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 34,613 | 2,061 | 0.02% | 0.03% | 440 | -498 | -1.42% | Q1 2026 | May 08, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 34,267 | 2,040 | 0.95% | 0.88% | 441 | +4,769 | 16.17% | Q1 2026 | Apr 09, 2026 |
| World Investment Advisors | History | Added to | 34,040 | 2,027 | 0.03% | 0.03% | 442 | +31 | 0.09% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 33,698 | 2,007 | 0.0% | 0.0% | 443 | +5,018 | 17.5% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 33,703 | 2,007 | 0.01% | 0.01% | 444 | +4,851 | 16.81% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 33,422 | 1,990 | 0.03% | 0.02% | 445 | +8,369 | 33.41% | Q1 2026 | Apr 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 33,352 | 1,986 | 0.17% | 0.17% | 446 | -356 | -1.06% | Q1 2026 | Apr 07, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 33,190 | 1,976 | 0.78% | 0.82% | 447 | -3,702 | -10.03% | Q1 2026 | Apr 17, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 33,101 | 1,971 | 0.47% | 0.46% | 448 | +621 | 1.91% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,004 | 1,965 | 0.02% | 0.01% | 449 | +12,457 | 60.63% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 32,772 | 1,963 | 0.01% | 0.01% | 450 | +1,308 | 4.16% | Q1 2026 | May 15, 2026 |
| Chandler Asset Management, Inc. | History | No change | 32,955 | 1,962 | 0.3% | 0.31% | 451 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Added to | 32,479 | 1,934 | 0.22% | 0.1% | 452 | +12,121 | 59.54% | Q1 2026 | May 13, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 31,619 | 1,882 | 1.16% | 1.31% | 453 | -1,288 | -3.91% | Q1 2026 | May 04, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 31,549 | 1,880 | 1.25% | 1.26% | 454 | +694 | 2.25% | Q1 2026 | Apr 24, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 31,484 | 1,874 | 0.26% | 0.26% | 455 | -530 | -1.66% | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 31,069 | 1,850 | 0.17% | 0.27% | 456 | -7,906 | -20.28% | Q1 2026 | May 12, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 30,829 | 1,835 | 0.45% | 0.52% | 457 | +1,291 | 4.37% | Q1 2026 | Apr 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Reduced | 30,462 | 1,813 | 1.05% | 1.21% | 458 | -3,620 | -10.62% | Q1 2026 | May 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 30,289 | 1,803 | 0.24% | 0.32% | 459 | -8,009 | -20.91% | Q1 2026 | Apr 28, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 30,085 | 1,791 | 0.2% | 0.2% | 460 | -506 | -1.65% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 29,709 | 1,769 | 0.37% | 0.36% | 461 | +1,137 | 3.98% | Q1 2026 | May 05, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 29,179 | 1,737 | 0.05% | 0.05% | 462 | +2,692 | 10.16% | Q1 2026 | Apr 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 28,953 | 1,724 | 0.05% | 0.04% | 463 | +8,280 | 40.05% | Q1 2026 | Apr 21, 2026 |
| Security Financial Services, INC. | History | No change | 27,858 | 1,669 | 0.26% | 0.26% | 464 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 27,769 | 1,653 | 0.16% | 0.16% | 465 | -568 | -2.0% | Q1 2026 | Apr 13, 2026 |
| PlanVest Financial, Inc | History | New | 27,611 | 1,644 | 1.25% | — | 466 | +27,611 | New | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 27,444 | 1,634 | 0.06% | 0.06% | 467 | -291 | -1.05% | Q1 2026 | May 12, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 27,399 | 1,631 | 0.42% | 0.48% | 468 | -1,866 | -6.38% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 27,294 | 1,625 | 0.03% | 0.03% | 469 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 26,631 | 1,579 | 1.24% | 1.76% | 470 | -4,164 | -13.52% | Q1 2026 | Apr 02, 2026 |
| NorthRock Partners, LLC | History | Added to | 26,476 | 1,576 | 0.03% | 0.03% | 471 | +648 | 2.51% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 26,326 | 1,567 | 0.07% | 0.05% | 472 | +9,640 | 57.77% | Q1 2026 | Apr 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 26,277 | 1,564 | 0.16% | 0.3% | 473 | -678 | -2.52% | Q1 2026 | Apr 17, 2026 |
| Balefire, LLC | History | New | 25,765 | 1,534 | 0.29% | — | 474 | +25,765 | New | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Added to | 25,448 | 1,515 | 0.09% | 0.08% | 475 | +28 | 0.11% | Q1 2026 | May 04, 2026 |
| Talon Private Wealth, LLC | History | New | 25,427 | 1,514 | 0.2% | — | 477 | +25,427 | New | Q1 2026 | May 15, 2026 |
| Verity Asset Management, Inc. | History | Added to | 25,439 | 1,514 | 0.64% | 0.64% | 476 | +423 | 1.69% | Q1 2026 | Apr 21, 2026 |
| Investment Advisory Group, LLC | History | Added to | 25,273 | 1,505 | 0.38% | 0.32% | 478 | +4,354 | 20.81% | Q1 2026 | Apr 22, 2026 |
| Ignite Planners, LLC | History | Added to | 25,212 | 1,503 | 0.23% | 0.22% | 479 | +1,114 | 4.62% | Q1 2026 | Apr 17, 2026 |
| Pines Wealth Management, LLC | History | Added to | 25,122 | 1,496 | 0.48% | 0.34% | 480 | +7,316 | 41.09% | Q1 2026 | Apr 08, 2026 |
| COOPERMAN LEON G | History | No change | 25,028 | 1,490 | 0.05% | 0.05% | 481 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 24,688 | 1,470 | 0.63% | 0.68% | 482 | -229 | -0.92% | Q1 2026 | May 01, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 24,604 | 1,465 | 1.21% | 1.32% | 483 | +85 | 0.35% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 24,377 | 1,451 | 0.04% | 0.04% | 484 | -122 | -0.5% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 23,721 | 1,412 | 0.04% | 0.04% | 485 | +2,881 | 13.82% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | New | 23,358 | 1,388 | 0.0% | — | 486 | +23,358 | New | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | New | 23,311 | 1,388 | 0.92% | — | 487 | +23,311 | New | Q1 2026 | May 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 23,232 | 1,383 | 0.02% | 0.03% | 488 | -5,026 | -17.79% | Q1 2026 | May 11, 2026 |
| Ifrah Financial Services, Inc. | History | New | 23,111 | 1,376 | 0.36% | — | 489 | +23,111 | New | Q1 2026 | Apr 22, 2026 |
| E&G Advisors, LP | History | No change | 22,699 | 1,351 | 0.3% | 0.3% | 490 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 22,684 | 1,350 | 0.07% | 0.05% | 491 | +6,215 | 37.74% | Q1 2026 | Apr 23, 2026 |
| Tenon Financial LLC | History | No change | 22,655 | 1,349 | 0.53% | 0.57% | 492 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 22,475 | 1,338 | 0.07% | 0.08% | 493 | -4,322 | -16.13% | Q1 2026 | May 14, 2026 |
| LCNB CORP | History | Reduced | 22,121 | 1,317 | 0.44% | 0.45% | 494 | -475 | -2.1% | Q1 2026 | May 11, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 22,078 | 1,314 | 0.23% | 0.18% | 495 | +4,461 | 25.32% | Q1 2026 | Apr 13, 2026 |
| Pioneer Wealth Management Group | History | Added to | 21,777 | 1,296 | 0.36% | 0.29% | 496 | +5,678 | 35.27% | Q1 2026 | Apr 08, 2026 |
| BAILARD, INC. | History | New | 20,830 | 1,240 | 0.03% | — | 497 | +20,830 | New | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | New | 20,773 | 1,237 | 0.0% | — | 498 | +20,773 | New | Q1 2026 | May 13, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 20,743 | 1,235 | 1.33% | — | 500 | +20,743 | New | Q1 2026 | Apr 20, 2026 |
| Powers Advisory Group, LLC | History | Added to | 20,748 | 1,235 | 0.44% | 0.35% | 499 | +5,274 | 34.08% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 20,640 | 1,229 | 0.06% | 0.05% | 501 | +4,668 | 29.23% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 20,583 | 1,225 | 0.0% | 0.0% | 502 | +12,333 | 149.49% | Q1 2026 | Apr 30, 2026 |
| Schulz Wealth, LTD. | History | No change | 20,388 | 1,221 | 0.78% | 0.78% | 503 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Disciplined Investments, LLC | History | Added to | 20,339 | 1,211 | 0.43% | 0.4% | 504 | +3,143 | 18.28% | Q1 2026 | May 12, 2026 |
| Ramiah Investment Group | History | Reduced | 20,322 | 1,210 | 1.22% | 1.21% | 505 | -250 | -1.22% | Q1 2026 | Apr 21, 2026 |
| Breakwater Investment Management | History | No change | 20,334 | 1,210 | 0.45% | 0.44% | 506 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 20,132 | 1,198 | 0.04% | 0.01% | 507 | +14,434 | 253.32% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 20,067 | 1,194 | 0.04% | 0.03% | 508 | -231 | -1.14% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | Added to | 19,788 | 1,178 | 0.0% | 0.0% | 509 | +16,276 | 463.44% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 19,760 | 1,176 | 0.01% | 0.0% | 510 | +2,217 | 12.64% | Q1 2026 | May 14, 2026 |
| TMB Capital Partners, LLC | History | Added to | 19,339 | 1,151 | 0.39% | 0.31% | 511 | +4,075 | 26.7% | Q1 2026 | May 08, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 19,306 | 1,149 | 1.17% | 1.2% | 512 | +582 | 3.11% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 18,934 | 1,127 | 0.02% | 0.03% | 513 | -4,718 | -19.95% | Q1 2026 | Apr 13, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 18,872 | 1,123 | 0.21% | 0.22% | 514 | -1,852 | -8.94% | Q1 2026 | Apr 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 18,778 | 1,118 | 0.0% | 0.0% | 515 | +3,579 | 23.55% | Q1 2026 | May 08, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 18,765 | 1,117 | 0.39% | 0.42% | 516 | -649 | -3.34% | Q1 2026 | Apr 30, 2026 |
| Winch Advisory Services, LLC | History | Added to | 18,696 | 1,113 | 0.25% | 0.25% | 517 | +135 | 0.73% | Q1 2026 | Apr 30, 2026 |
| TrueWealth Advisors, LLC | History | New | 18,660 | 1,111 | 0.28% | — | 519 | +18,660 | New | Q1 2026 | Apr 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,661 | 1,111 | 0.03% | 0.03% | 518 | +1,388 | 8.04% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 18,631 | 1,109 | 0.07% | 0.07% | 520 | +781 | 4.38% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,535 | 1,103 | 0.01% | 0.01% | 521 | +2,664 | 16.79% | Q1 2026 | May 15, 2026 |
| Whalen Wealth Management Inc. | History | New | 18,481 | 1,100 | 0.59% | — | 522 | +18,481 | New | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 18,466 | 1,099 | 0.01% | 0.02% | 523 | -6,939 | -27.31% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 18,419 | 1,096 | 0.02% | 0.01% | 524 | +5,700 | 44.81% | Q1 2026 | May 11, 2026 |
| Estate Counselors, LLC | History | New | 18,245 | 1,086 | 0.1% | — | 525 | +18,245 | New | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 18,178 | 1,082 | 0.06% | 0.1% | 526 | -9,955 | -35.39% | Q1 2026 | Apr 09, 2026 |
| Blossom Wealth Management | History | Added to | 18,124 | 1,079 | 1.6% | 1.72% | 527 | +705 | 4.05% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Management, LLC | History | Reduced | 18,093 | 1,077 | 0.45% | 0.88% | 528 | -9,279 | -33.9% | Q1 2026 | Apr 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 18,020 | 1,073 | 0.09% | 0.09% | 529 | +69 | 0.38% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Reduced | 18,005 | 1,072 | 0.08% | 0.36% | 530 | -58,606 | -76.5% | Q1 2026 | Apr 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 17,709 | 1,055 | 0.09% | 0.01% | 531 | +16,632 | 1544.29% | Q1 2026 | Apr 28, 2026 |
| Americana Partners, LLC | History | Reduced | 17,613 | 1,048 | 0.03% | 0.04% | 532 | -7,172 | -28.94% | Q1 2026 | May 12, 2026 |
| Team Hewins, LLC | History | Added to | 17,566 | 1,046 | 0.31% | 0.34% | 533 | +66 | 0.38% | Q1 2026 | Apr 30, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 17,525 | 1,043 | 0.67% | 0.67% | 534 | +525 | 3.09% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 17,446 | 1,034 | 0.01% | 0.01% | 535 | -5,332 | -23.41% | Q1 2026 | Apr 28, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 17,216 | 1,025 | 0.11% | 0.04% | 536 | +11,027 | 178.17% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Reduced | 16,942 | 1,008 | 0.02% | 0.02% | 537 | -1,915 | -10.16% | Q1 2026 | May 08, 2026 |
| Rathbones Group PLC | History | No change | 16,935 | 1,008 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 16,894 | 1,006 | 0.07% | 0.07% | 539 | +926 | 5.8% | Q1 2026 | Apr 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 16,598 | 987 | 0.01% | 0.01% | 540 | -222 | -1.32% | Q1 2026 | Apr 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 16,546 | 985 | 0.0% | 0.0% | 541 | +2,735 | 19.8% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 16,237 | 966 | 0.06% | 0.06% | 542 | +80 | 0.5% | Q1 2026 | Apr 27, 2026 |
| HANOVER ADVISORS INC | History | No change | 16,133 | 960 | 0.39% | 0.38% | 543 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | Reduced | 15,970 | 950 | 0.04% | 0.16% | 544 | -60,373 | -79.08% | Q1 2026 | Apr 27, 2026 |
| SWS Partners | History | Added to | 15,804 | 941 | 0.23% | 0.21% | 545 | +964 | 6.5% | Q1 2026 | Apr 21, 2026 |
| Artesa Financial Group, LLC | History | Added to | 15,755 | 938 | 0.89% | 0.88% | 546 | +1,390 | 9.68% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 15,701 | 935 | 0.02% | 0.02% | 547 | +2,638 | 20.19% | Q1 2026 | May 01, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 15,628 | 930 | 0.06% | 0.08% | 548 | -371 | -2.32% | Q1 2026 | Apr 17, 2026 |
| Patten Group, Inc. | History | Added to | 15,555 | 926 | 0.16% | 0.16% | 549 | +714 | 4.81% | Q1 2026 | Apr 24, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 15,512 | 923 | 0.08% | — | 551 | +15,512 | New | Q1 2026 | May 07, 2026 |
| Argent Trust Co | History | Added to | 15,506 | 923 | 0.03% | 0.03% | 550 | +1,186 | 8.28% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,475 | 921 | 0.02% | 0.02% | 552 | +49 | 0.32% | Q1 2026 | May 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 15,186 | 902 | 0.0% | 0.02% | 553 | -387,514 | -96.23% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 15,133 | 901 | 0.0% | 0.0% | 554 | +3,128 | 26.06% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,100 | 899 | 0.0% | — | 555 | +15,100 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,062 | 896 | 0.01% | 0.01% | 556 | -407 | -2.63% | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | Reduced | 14,885 | 886 | 0.04% | 0.04% | 557 | -235 | -1.55% | Q1 2026 | May 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 14,844 | 883 | 0.12% | 0.16% | 558 | -3,977 | -21.13% | Q1 2026 | Apr 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 14,793 | 880 | 0.08% | 0.07% | 559 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,624 | 870 | 0.01% | 0.02% | 560 | +857 | 6.23% | Q1 2026 | May 18, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 14,544 | 866 | 0.03% | 0.03% | 561 | +1,739 | 13.58% | Q1 2026 | May 14, 2026 |
| LifeWealth Investments, LLC | History | New | 14,404 | 857 | 0.26% | — | 562 | +14,404 | New | Q1 2026 | Apr 20, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 14,306 | 851 | 0.03% | 0.03% | 563 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 14,131 | 841 | 0.06% | 0.05% | 564 | +2,901 | 25.83% | Q1 2026 | Apr 14, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 14,035 | 835 | 0.45% | 0.44% | 565 | +817 | 6.18% | Q1 2026 | May 01, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 13,993 | 833 | 0.43% | 0.35% | 566 | +1,848 | 15.22% | Q1 2026 | May 06, 2026 |
| Zhang Financial LLC | History | Added to | 13,969 | 831 | 0.03% | 0.01% | 567 | +8,008 | 134.34% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 13,918 | 828 | 0.02% | 0.02% | 568 | +677 | 5.11% | Q1 2026 | Apr 09, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 13,898 | 827 | 0.08% | 0.06% | 569 | +3,983 | 40.17% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 13,784 | 820 | 0.07% | 0.08% | 570 | -358 | -2.53% | Q1 2026 | May 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 13,767 | 819 | 0.05% | 0.05% | 571 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 13,811 | 816 | 0.48% | — | 572 | +13,811 | New | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | New | 13,554 | 807 | 0.05% | — | 574 | +13,554 | New | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | Reduced | 13,558 | 807 | 0.16% | 0.17% | 573 | -230 | -1.67% | Q1 2026 | May 11, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 13,408 | 798 | 0.16% | 0.2% | 575 | -2,383 | -15.09% | Q1 2026 | May 01, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 13,120 | 781 | 0.03% | 0.03% | 576 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wells Financial Advisors INC | History | Reduced | 12,930 | 769 | 3.5% | 2.23% | 577 | -6,640 | -33.93% | Q1 2026 | May 07, 2026 |
| Midwest Trust Co | History | Reduced | 12,868 | 766 | 0.01% | 0.01% | 578 | -253 | -1.93% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 12,853 | 765 | 0.01% | 0.01% | 579 | -3,045 | -19.15% | Q1 2026 | May 12, 2026 |
| ASPIRIANT, LLC | History | Added to | 12,829 | 763 | 0.02% | 0.02% | 580 | +1,677 | 15.04% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 12,730 | 758 | 0.04% | 0.05% | 581 | -2,368 | -15.68% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | New | 12,696 | 756 | 0.01% | — | 582 | +12,696 | New | Q1 2026 | Apr 28, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 12,683 | 755 | 0.06% | 0.07% | 583 | -3,332 | -20.81% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 12,614 | 751 | 0.0% | 0.0% | 584 | -70 | -0.55% | Q1 2026 | Apr 24, 2026 |
| McAdam, LLC | History | Reduced | 12,521 | 745 | 0.03% | 0.04% | 585 | -889 | -6.63% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Added to | 12,509 | 744 | 0.03% | 0.02% | 586 | +5,768 | 85.57% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,451 | 741 | 0.0% | 0.0% | 587 | +3,473 | 38.68% | Q1 2026 | May 15, 2026 |
| ENTREWEALTH, LLC | History | New | 12,398 | 738 | 0.33% | — | 588 | +12,398 | New | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,281 | 731 | 0.02% | 0.02% | 589 | +44 | 0.36% | Q1 2026 | May 04, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 12,174 | 724 | 0.57% | 0.64% | 590 | -100 | -0.81% | Q1 2026 | Apr 30, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 12,119 | 721 | 0.45% | 0.44% | 591 | +70 | 0.58% | Q1 2026 | Apr 28, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 11,887 | 707 | 0.38% | 0.38% | 592 | +342 | 2.96% | Q1 2026 | Apr 24, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 11,872 | 706 | 0.5% | 0.47% | 593 | -221 | -1.83% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 11,757 | 700 | 0.01% | 0.0% | 594 | +7,991 | 212.19% | Q1 2026 | May 07, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 11,769 | 700 | 0.12% | 0.11% | 595 | +1,419 | 13.71% | Q1 2026 | Apr 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 11,731 | 698 | 0.01% | 0.01% | 596 | +300 | 2.62% | Q1 2026 | May 05, 2026 |
| Addison Capital Co | History | New | 11,676 | 695 | 0.12% | — | 597 | +11,676 | New | Q1 2026 | Apr 29, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 11,654 | 693 | 0.16% | 0.28% | 598 | -9,161 | -44.01% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,598 | 690 | 0.03% | 0.03% | 599 | +2,222 | 23.7% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 11,576 | 689 | 0.0% | 0.0% | 600 | +1,694 | 17.14% | Q1 2026 | May 14, 2026 |
| Carter Financial Group, INC. | History | Reduced | 11,243 | 669 | 0.41% | 0.4% | 601 | -146 | -1.28% | Q1 2026 | Apr 27, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 11,228 | 668 | 0.26% | 0.26% | 602 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,208 | 667 | 0.01% | 0.02% | 603 | -1,796 | -13.81% | Q1 2026 | Apr 14, 2026 |
| Cynosure Group, LLC | History | No change | 11,152 | 664 | 0.08% | 0.07% | 604 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Added to | 11,127 | 662 | 0.61% | 0.44% | 605 | +3,231 | 40.92% | Q1 2026 | Apr 21, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 11,113 | 661 | 0.2% | — | 606 | +11,113 | New | Q1 2026 | Apr 28, 2026 |
| River Street Advisors LLC | History | Reduced | 11,079 | 659 | 0.22% | 0.25% | 607 | -148 | -1.32% | Q1 2026 | Apr 21, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 11,086 | 656 | 0.04% | 0.04% | 608 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,009 | 655 | 0.0% | 0.0% | 609 | +1,265 | 12.98% | Q1 2026 | Apr 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 10,925 | 650 | 0.05% | 0.05% | 610 | -855 | -7.26% | Q1 2026 | May 05, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 10,750 | 639 | 0.21% | 0.07% | 611 | +7,113 | 195.57% | Q1 2026 | Apr 28, 2026 |
| Titan Investment Management LLC | History | Reduced | 10,745 | 639 | 0.56% | 0.61% | 612 | -383 | -3.44% | Q1 2026 | Apr 28, 2026 |
| Everest Management Corp. | History | Added to | 10,716 | 638 | 0.32% | 0.28% | 614 | +2,324 | 27.69% | Q1 2026 | May 06, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 10,714 | 638 | 0.09% | 0.08% | 613 | +1,507 | 16.37% | Q1 2026 | Apr 21, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 10,683 | 636 | 0.14% | 0.12% | 615 | +1,015 | 10.5% | Q1 2026 | Apr 10, 2026 |
| Flagstone Financial Management | History | Added to | 10,612 | 631 | 0.16% | 0.15% | 616 | +583 | 5.81% | Q1 2026 | Apr 27, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 10,514 | 626 | 0.57% | 0.94% | 617 | -6,453 | -38.03% | Q1 2026 | May 08, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 10,512 | 625 | 0.22% | 0.63% | 618 | -20,757 | -66.38% | Q1 2026 | May 05, 2026 |
| Thomasville National Bank | History | No change | 10,358 | 620 | 0.04% | 0.04% | 619 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WNY Asset Management, LLC | History | New | 10,286 | 612 | 0.06% | — | 620 | +10,286 | New | Q1 2026 | May 22, 2026 |
| Sankala Group LLC | History | Reduced | 10,293 | 609 | 0.5% | 0.53% | 621 | -598 | -5.49% | Q1 2026 | Mar 31, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 10,183 | 606 | 0.01% | 0.01% | 622 | -1,565 | -13.32% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,095 | 601 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arena Capital Advisors, LLC- CA | History | New | 10,000 | 595 | 0.3% | — | 624 | +10,000 | New | Q1 2026 | May 04, 2026 |
| Bluesphere Advisors LLC | History | New | 9,980 | 594 | 0.21% | — | 625 | +9,980 | New | Q1 2026 | Apr 22, 2026 |
| Keel Point, LLC | History | No change | 9,887 | 592 | 0.04% | 0.04% | 626 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,839 | 585 | 0.0% | 0.0% | 627 | +2,244 | 29.55% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 9,828 | 585 | 0.01% | 0.01% | 628 | +113 | 1.16% | Q1 2026 | May 12, 2026 |
| RFG HOLDINGS, INC. | History | New | 9,768 | 581 | 0.15% | — | 629 | +9,768 | New | Q1 2026 | Apr 16, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 9,527 | 567 | 0.2% | 0.22% | 630 | -607 | -5.99% | Q1 2026 | Apr 15, 2026 |
| Keeler Thomas Management LLC | History | New | 9,479 | 564 | 0.24% | — | 631 | +9,479 | New | Q1 2026 | May 11, 2026 |
| Madrid Wealth Management, LLC | History | No change | 9,463 | 563 | 0.42% | 0.46% | 632 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 9,394 | 559 | 0.3% | 0.26% | 633 | +1,362 | 16.96% | Q1 2026 | May 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 9,294 | 553 | 0.01% | — | 634 | +9,294 | New | Q1 2026 | May 15, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 9,200 | 547 | 0.13% | 0.1% | 635 | +2,708 | 41.71% | Q1 2026 | May 01, 2026 |
| Victrix Investment Advisors | History | Added to | 9,171 | 546 | 0.2% | 0.09% | 637 | +5,484 | 148.74% | Q1 2026 | Apr 09, 2026 |
| Trust Co | History | Added to | 9,177 | 546 | 0.05% | 0.05% | 636 | +27 | 0.3% | Q1 2026 | Apr 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 9,226 | 543 | 0.13% | 0.11% | 638 | +1,245 | 15.6% | Q1 2026 | Apr 17, 2026 |
| Austin Wealth Management, LLC | History | Added to | 9,172 | 543 | 0.12% | 0.08% | 639 | +549 | 6.37% | Q1 2026 | Apr 14, 2026 |
| Western Reserve Capital Management, LLC | History | Reduced | 9,104 | 542 | 0.44% | 0.52% | 640 | -172 | -1.85% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,853 | 527 | 0.02% | 0.02% | 642 | +373 | 4.4% | Q1 2026 | Apr 07, 2026 |
| FC Advisory LLC | History | Added to | 8,862 | 527 | 0.15% | 0.15% | 641 | +94 | 1.07% | Q1 2026 | Apr 14, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 8,830 | 525 | 0.03% | 0.04% | 643 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 8,747 | 520 | 0.36% | 0.53% | 644 | -4,330 | -33.11% | Q1 2026 | Apr 21, 2026 |
| XTX Topco Ltd | History | New | 8,659 | 515 | 0.01% | — | 645 | +8,659 | New | Q1 2026 | May 15, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 8,644 | 514 | 0.22% | 0.22% | 646 | +70 | 0.82% | Q1 2026 | Apr 16, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 8,630 | 513 | 0.07% | 0.05% | 647 | +1,730 | 25.07% | Q1 2026 | Apr 27, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 8,497 | 505 | 0.16% | 0.16% | 648 | -45 | -0.53% | Q1 2026 | May 12, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 8,321 | 495 | 0.1% | 0.09% | 649 | +2,069 | 33.09% | Q1 2026 | May 11, 2026 |
| E-Wealth Partners, LLC | History | No change | 8,262 | 495 | 0.42% | 0.42% | 650 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Crumly & Associates Inc. | History | No change | 8,228 | 489 | 0.1% | 0.1% | 651 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Princeton Global Asset Management LLC | History | No change | 8,139 | 484 | 0.08% | 0.08% | 652 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 8,023 | 477 | 0.03% | 0.03% | 653 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Certified Advisory Corp | History | Added to | 7,957 | 473 | 0.04% | 0.03% | 655 | +2,163 | 37.33% | Q1 2026 | Apr 17, 2026 |
| Pictet North America Advisors SA | History | Added to | 7,956 | 473 | 0.05% | 0.04% | 654 | +1,106 | 16.15% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 7,932 | 472 | 0.0% | 0.0% | 656 | -2,115 | -21.05% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,900 | 470 | 0.0% | 0.0% | 657 | -40,624 | -83.72% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 7,865 | 468 | 0.01% | 0.02% | 658 | +153 | 1.98% | Q1 2026 | May 06, 2026 |
| Concord Wealth Partners | History | Reduced | 7,833 | 466 | 0.06% | 0.07% | 659 | -684 | -8.03% | Q1 2026 | May 01, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Reduced | 7,785 | 463 | 0.06% | 0.11% | 660 | -5,335 | -40.66% | Q1 2026 | May 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 7,773 | 462 | 0.4% | 0.01% | 662 | +7,513 | 2889.62% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,772 | 462 | 0.01% | 0.0% | 661 | +4,266 | 121.68% | Q1 2026 | May 05, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 7,731 | 460 | 0.33% | 2.54% | 663 | -239,306 | -96.87% | Q1 2026 | Apr 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,610 | 453 | 0.03% | 0.03% | 664 | +3,559 | 87.85% | Q1 2026 | Apr 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 7,593 | 452 | 0.0% | 0.0% | 665 | -4,985 | -39.63% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Added to | 7,567 | 450 | 0.19% | 0.18% | 666 | +117 | 1.57% | Q1 2026 | Apr 28, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,545 | 449 | 0.01% | 0.02% | 668 | -2,869 | -27.55% | Q1 2026 | Apr 27, 2026 |
| True North Advisors, LLC | History | No change | 7,550 | 449 | 0.05% | 0.06% | 667 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 7,526 | 448 | 0.02% | 0.02% | 669 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 7,452 | 443 | 0.33% | 0.34% | 670 | -494 | -6.22% | Q1 2026 | Apr 17, 2026 |
| Cedarwood Wealth LLC | History | Added to | 7,301 | 434 | 0.44% | 0.44% | 671 | +761 | 11.64% | Q1 2026 | May 05, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | New | 7,254 | 431 | 0.21% | — | 673 | +7,254 | New | Q1 2026 | Apr 15, 2026 |
| Caitlin John, LLC | History | No change | 7,243 | 431 | 0.26% | 0.28% | 672 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,218 | 429 | 0.0% | — | 674 | +7,218 | New | Q1 2026 | May 12, 2026 |
| Atala Financial Inc | History | No change | 7,148 | 425 | 0.29% | 0.27% | 675 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Summit Global Investments | History | Added to | 7,097 | 423 | 0.02% | 0.03% | 676 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 7,072 | 421 | 0.08% | 0.27% | 677 | -37,728 | -84.21% | Q1 2026 | Apr 21, 2026 |
| Winter & Associates, Inc. | History | Reduced | 7,053 | 418 | 0.37% | 0.41% | 679 | -416 | -5.57% | Q1 2026 | Apr 08, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Reduced | 7,035 | 418 | 0.22% | 0.24% | 678 | -66 | -0.93% | Q1 2026 | Apr 23, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 7,003 | 417 | 0.31% | 0.31% | 680 | +9 | 0.13% | Q1 2026 | Apr 20, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 6,949 | 414 | 0.14% | 0.12% | 682 | +1,090 | 18.6% | Q1 2026 | Apr 08, 2026 |
| Aries Wealth Management | History | No change | 6,956 | 414 | 0.09% | 0.09% | 681 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 6,933 | 412 | 0.11% | — | 683 | +6,933 | New | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,917 | 410 | 0.07% | 0.06% | 684 | +724 | 11.69% | Q1 2026 | Apr 14, 2026 |
| Manhattan West Asset Management, LLC | History | New | 6,850 | 407 | 0.08% | — | 685 | +6,850 | New | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,790 | 404 | 0.0% | 0.0% | 686 | -2,349 | -25.7% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 6,778 | 403 | 0.0% | 0.0% | 687 | +957 | 16.44% | Q1 2026 | May 06, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 6,736 | 401 | 0.22% | 0.25% | 688 | +39 | 0.58% | Q1 2026 | Apr 16, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 6,671 | 397 | 0.15% | 0.16% | 689 | -805 | -10.77% | Q1 2026 | May 08, 2026 |
| Southeast Asset Advisors, LLC | History | New | 6,640 | 395 | 0.04% | — | 690 | +6,640 | New | Q1 2026 | May 13, 2026 |
| Core Wealth Partners LLC | History | Reduced | 6,535 | 389 | 0.18% | 0.33% | 691 | -5,749 | -46.8% | Q1 2026 | May 08, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,566 | 389 | 0.03% | 0.03% | 692 | -42 | -0.64% | Q1 2026 | May 01, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 6,522 | 388 | 0.41% | 0.38% | 693 | +345 | 5.59% | Q1 2026 | May 04, 2026 |
| SEEDS INVESTOR LLC | History | New | 6,492 | 387 | 0.05% | — | 695 | +6,492 | New | Q1 2026 | May 11, 2026 |
| Oak Grove Capital LLC | History | Reduced | 6,500 | 387 | 0.03% | 0.06% | 694 | -2,000 | -23.53% | Q1 2026 | May 13, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 6,494 | 386 | 0.05% | 0.05% | 696 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Caldwell Trust Co | History | No change | 6,410 | 381 | 0.03% | 0.03% | 697 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Added to | 6,337 | 377 | 0.01% | 0.01% | 698 | +679 | 12.0% | Q1 2026 | May 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 6,304 | 375 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,216 | 370 | 0.03% | 0.03% | 700 | -1,105 | -15.09% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | New | 6,122 | 364 | 0.0% | — | 701 | +6,122 | New | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 6,101 | 363 | 0.02% | 0.02% | 702 | +30 | 0.49% | Q1 2026 | Apr 20, 2026 |
| InTrack Investment Management Inc | History | Reduced | 6,063 | 361 | 0.21% | 0.21% | 703 | -344 | -5.37% | Q1 2026 | Apr 06, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 5,913 | 352 | 0.15% | 0.28% | 704 | -4,672 | -44.14% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 5,908 | 351 | 0.02% | 0.01% | 705 | +923 | 18.52% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,908 | 351 | 0.01% | 0.01% | 706 | -402 | -6.37% | Q1 2026 | Apr 14, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 5,892 | 350 | 0.13% | 0.11% | 707 | +638 | 12.14% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 5,833 | 349 | 0.0% | — | 708 | +5,833 | New | Q1 2026 | May 15, 2026 |
| Centennial Advisors, LLC | History | Reduced | 5,814 | 346 | 0.44% | 0.56% | 710 | -1,440 | -19.85% | Q1 2026 | Apr 21, 2026 |
| Successful Portfolios LLC | History | Added to | 5,826 | 346 | 0.19% | 0.15% | 709 | +786 | 15.6% | Q1 2026 | Apr 13, 2026 |
| Squarepoint Ops LLC | History | New | 5,789 | 344 | 0.0% | — | 711 | +5,789 | New | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 5,773 | 343 | 0.1% | 0.03% | 712 | +4,302 | 292.45% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 5,773 | 343 | 0.1% | 0.04% | 713 | +3,707 | 179.43% | Q1 2026 | May 13, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 5,750 | 342 | 0.05% | 0.05% | 714 | -399 | -6.49% | Q1 2026 | May 12, 2026 |
| SACHEM HILL LLC | History | Added to | 5,756 | 342 | 0.07% | 0.06% | 715 | +183 | 3.28% | Q1 2026 | May 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 5,723 | 341 | 0.02% | 0.02% | 716 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 5,720 | 340 | 0.01% | 0.01% | 717 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PW Nova Financial Services LLC | History | New | 5,699 | 339 | 0.09% | — | 719 | +5,699 | New | Q1 2026 | Apr 15, 2026 |
| WFA of San Diego, LLC | History | Reduced | 5,694 | 339 | 0.27% | 0.25% | 718 | -40 | -0.7% | Q1 2026 | May 11, 2026 |
| Elevation Capital Advisory, LLC | History | New | 5,654 | 336 | 0.14% | — | 720 | +5,654 | New | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,632 | 335 | 0.01% | 0.01% | 721 | -1 | -0.02% | Q1 2026 | Apr 07, 2026 |
| FSA Advisors, Inc. | History | Reduced | 5,594 | 333 | 0.22% | 0.08% | 722 | -99,436 | -94.67% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 5,586 | 332 | 0.01% | 0.02% | 723 | +2,132 | 61.73% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Reduced | 5,524 | 328 | 0.01% | 0.01% | 724 | -642 | -10.41% | Q1 2026 | Apr 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 5,461 | 325 | 0.02% | 0.03% | 725 | +50 | 0.92% | Q1 2026 | Apr 22, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 5,421 | 322 | 0.03% | 0.03% | 726 | -37 | -0.68% | Q1 2026 | May 14, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 5,403 | 321 | 0.17% | 0.3% | 728 | -3,700 | -40.65% | Q1 2026 | May 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 5,396 | 321 | 0.04% | 0.05% | 727 | +118 | 2.24% | Q1 2026 | Apr 13, 2026 |
| Global Assets Advisory, LLC | History | No change | 5,290 | 315 | 0.09% | 0.09% | 729 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 5,278 | 314 | 0.04% | 0.05% | 730 | -176 | -3.23% | Q1 2026 | Apr 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,268 | 313 | 0.02% | 0.02% | 731 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Iowa State Bank | History | No change | 5,271 | 313 | 0.06% | 0.06% | 732 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 5,231 | 311 | 0.01% | 0.01% | 733 | +541 | 11.54% | Q1 2026 | May 01, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 5,230 | 311 | 0.01% | 0.01% | 734 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 5,159 | 307 | 0.07% | 0.12% | 735 | -2,761 | -34.86% | Q1 2026 | Apr 24, 2026 |
| Cadence Bank | History | No change | 5,108 | 306 | 0.02% | 0.02% | 736 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 5,148 | 306 | 0.02% | 0.02% | 737 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 5,118 | 304 | 0.03% | — | 738 | +5,118 | New | Q1 2026 | May 15, 2026 |
| 55 North Private Wealth, LLC | History | New | 5,117 | 304 | 0.08% | — | 739 | +5,117 | New | Q1 2026 | Apr 17, 2026 |
| FLP Wealth Management, LLC | History | New | 5,036 | 299 | 0.62% | — | 740 | +5,036 | New | Q1 2026 | Apr 28, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 4,892 | 291 | 0.03% | 0.03% | 741 | +11 | 0.23% | Q1 2026 | Apr 23, 2026 |
| Ballentine Partners, LLC | History | Added to | 4,884 | 290 | 0.0% | 0.0% | 742 | +280 | 6.08% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 4,840 | 288 | 0.0% | — | 744 | +4,840 | New | Q1 2026 | Apr 20, 2026 |
| ETF Store, Inc. | History | Added to | 4,848 | 288 | 0.28% | 0.29% | 743 | +40 | 0.83% | Q1 2026 | Apr 30, 2026 |
| Slagle Financial, LLC | History | New | 4,796 | 285 | 0.09% | — | 745 | +4,796 | New | Q1 2026 | May 01, 2026 |
| Ketron Financial | History | Reduced | 4,747 | 282 | 0.1% | 0.1% | 746 | -32 | -0.67% | Q1 2026 | Apr 21, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 4,726 | 281 | 0.06% | 0.06% | 747 | -147 | -3.02% | Q1 2026 | Apr 03, 2026 |
| Capital Planning Advisors, LLC | History | No change | 4,710 | 280 | 0.04% | 0.04% | 748 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,700 | 279 | 0.13% | 0.13% | 749 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 4,592 | 273 | 0.11% | 0.11% | 750 | +207 | 4.72% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 4,559 | 271 | 0.02% | 0.02% | 751 | -660 | -12.65% | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 4,567 | 271 | 0.08% | 0.06% | 752 | +177 | 4.03% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,517 | 268 | 0.0% | 0.0% | 753 | +954 | 26.78% | Q1 2026 | May 14, 2026 |
| Financial Council, LLC | History | Added to | 4,509 | 268 | 0.1% | 0.11% | 754 | +8 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 4,458 | 265 | 0.07% | 0.07% | 756 | -348 | -7.24% | Q1 2026 | Apr 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,460 | 265 | 0.02% | 0.02% | 755 | +7 | 0.16% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,438 | 264 | 0.01% | 0.1% | 757 | -28,722 | -86.62% | Q1 2026 | Apr 28, 2026 |
| Sovereign Financial Group, Inc. | History | New | 4,429 | 263 | 0.05% | — | 758 | +4,429 | New | Q1 2026 | Apr 17, 2026 |
| Hippocratic Financial Advisors, LLC | History | New | 4,393 | 261 | 0.11% | — | 760 | +4,393 | New | Q1 2026 | Apr 21, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 4,387 | 261 | 0.03% | 0.04% | 759 | -405 | -8.45% | Q1 2026 | Apr 16, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 4,371 | 260 | 0.03% | — | 762 | +4,371 | New | Q1 2026 | Apr 16, 2026 |
| Kilter Group LLC | History | Added to | 4,368 | 260 | 0.11% | 0.02% | 761 | +3,783 | 646.67% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,366 | 259 | 0.01% | 0.02% | 763 | -5,169 | -54.21% | Q1 2026 | May 11, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 4,355 | 259 | 0.14% | 0.17% | 764 | -935 | -17.67% | Q1 2026 | Apr 29, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 4,335 | 258 | 0.12% | — | 766 | +4,335 | New | Q1 2026 | Apr 28, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 4,343 | 258 | 0.21% | 0.29% | 765 | -1,024 | -19.08% | Q1 2026 | May 05, 2026 |
| Principle Wealth Partners LLC | History | New | 4,324 | 257 | 0.01% | — | 768 | +4,324 | New | Q1 2026 | May 07, 2026 |
| Birchcreek Wealth Management, LLC | History | New | 4,324 | 257 | 0.12% | — | 769 | +4,324 | New | Q1 2026 | May 08, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 4,320 | 257 | 0.17% | 0.18% | 767 | +26 | 0.61% | Q1 2026 | Apr 29, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 4,303 | 256 | 0.02% | 0.02% | 770 | -582 | -11.91% | Q1 2026 | May 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 4,310 | 256 | 0.02% | 0.02% | 771 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fairscale Capital, LLC | History | No change | 4,310 | 256 | 0.18% | 0.17% | 772 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MEYER HANDELMAN CO | History | Reduced | 4,296 | 255 | 0.01% | 0.01% | 773 | -68 | -1.56% | Q1 2026 | Apr 20, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 4,280 | 254 | 0.24% | — | 774 | +4,280 | New | Q1 2026 | Apr 10, 2026 |
| NOVEM GROUP | History | New | 4,253 | 253 | 0.03% | — | 776 | +4,253 | New | Q1 2026 | Apr 10, 2026 |
| Texas Bank & Trust Co | History | No change | 4,258 | 253 | 0.1% | 0.09% | 775 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| National Philanthropic Trust | History | Reduced | 4,246 | 252 | 0.0% | 0.0% | 777 | -2,348 | -35.61% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 4,232 | 252 | 0.07% | 0.07% | 778 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BLB&B Advisors, LLC | History | No change | 4,211 | 250 | 0.01% | 0.01% | 779 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GeoWealth Management, LLC | History | Added to | 4,197 | 249 | 0.01% | 0.01% | 780 | +227 | 5.72% | Q1 2026 | May 13, 2026 |
| Aviance Capital Partners, LLC | History | New | 4,173 | 248 | 0.03% | — | 782 | +4,173 | New | Q1 2026 | May 06, 2026 |
| Traub Capital Management LLC | History | Added to | 4,170 | 248 | 0.25% | 0.23% | 781 | +120 | 2.96% | Q1 2026 | Apr 23, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 4,139 | 246 | 0.09% | 0.09% | 783 | +25 | 0.61% | Q1 2026 | Apr 16, 2026 |
| CX Institutional | History | Reduced | 4,115 | 245 | 0.01% | 0.01% | 784 | -435 | -9.56% | Q1 2026 | Apr 06, 2026 |
| Legacy PCG, LLC | History | Reduced | 4,092 | 243 | 1.31% | 0.65% | 785 | -13,485 | -76.72% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 4,080 | 242 | 0.0% | — | 787 | +4,080 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 4,080 | 242 | 0.01% | 0.02% | 786 | -3,296 | -44.69% | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | New | 4,005 | 238 | 0.01% | — | 789 | +4,005 | New | Q1 2026 | Apr 30, 2026 |
| Portland Financial Advisors Inc | History | No change | 4,010 | 238 | 0.49% | 0.51% | 788 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 3,967 | 236 | 0.05% | 0.04% | 790 | +392 | 10.97% | Q1 2026 | Apr 13, 2026 |
| Crews Bank & Trust | History | No change | 3,968 | 236 | 0.03% | 0.03% | 791 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | New | 3,887 | 231 | 0.02% | — | 792 | +3,887 | New | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 3,852 | 229 | 0.01% | 0.01% | 793 | -415 | -9.73% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,815 | 228 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Archvest Wealth Advisors, Inc. | History | New | 3,799 | 226 | 0.15% | — | 795 | +3,799 | New | Q1 2026 | May 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | New | 3,773 | 224 | 0.15% | — | 796 | +3,773 | New | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,746 | 223 | 0.02% | 0.03% | 797 | -2,508 | -40.1% | Q1 2026 | Apr 30, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 3,759 | 223 | 0.1% | 0.1% | 798 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 3,749 | 223 | 0.15% | 0.15% | 799 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | New | 3,733 | 222 | 0.04% | — | 800 | +3,733 | New | Q1 2026 | Apr 30, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 3,698 | 221 | 0.07% | 0.07% | 801 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Elm Partners Management LLC | History | New | 3,712 | 220 | 0.01% | — | 802 | +3,712 | New | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,687 | 219 | 0.0% | 0.0% | 803 | -135 | -3.53% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,661 | 219 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| National Wealth Management Group, LLC | History | New | 3,651 | 217 | 0.08% | — | 806 | +3,651 | New | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 3,658 | 217 | 0.01% | 0.02% | 805 | -1,783 | -32.77% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | New | 3,613 | 215 | 0.05% | — | 807 | +3,613 | New | Q1 2026 | Apr 28, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 3,603 | 214 | 0.03% | — | 808 | +3,603 | New | Q1 2026 | May 11, 2026 |
| Partners in Financial Planning | History | Added to | 3,543 | 210 | 0.03% | 0.04% | 811 | +18 | 0.51% | Q1 2026 | May 11, 2026 |
| GenWealth Group, Inc. | History | No change | 3,530 | 210 | 0.04% | 0.04% | 809 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 3,535 | 210 | 0.03% | 0.03% | 810 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SEMITAM BONAM LLC | History | No change | 3,515 | 209 | 0.17% | 0.17% | 812 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 3,506 | 208 | 0.06% | 0.06% | 813 | +22 | 0.63% | Q1 2026 | Apr 21, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 3,491 | 207 | 0.04% | 0.06% | 814 | -976 | -21.85% | Q1 2026 | May 06, 2026 |
| Simmons Bank | History | Reduced | 3,467 | 206 | 0.01% | 0.01% | 815 | -168 | -4.62% | Q1 2026 | Apr 23, 2026 |
| Severin Investments, LLC | History | New | 3,447 | 205 | 0.18% | — | 819 | +3,447 | New | Q1 2026 | Apr 24, 2026 |
| Berger Financial Group, Inc | History | Reduced | 3,445 | 205 | 0.01% | 0.01% | 817 | -382 | -9.98% | Q1 2026 | Apr 28, 2026 |
| Diversified Trust Co | History | Reduced | 3,444 | 205 | 0.0% | 0.0% | 816 | -336 | -8.89% | Q1 2026 | Apr 16, 2026 |
| ProCore Advisors, LLC | History | Added to | 3,453 | 205 | 0.31% | 0.21% | 818 | +71 | 2.1% | Q1 2026 | Apr 23, 2026 |
| GWN SECURITIES INC. | History | New | 3,434 | 204 | 0.04% | — | 820 | +3,434 | New | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | New | 3,433 | 204 | 0.09% | — | 821 | +3,433 | New | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,361 | 201 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | No change | 3,288 | 195 | 0.02% | 0.02% | 823 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Avion Wealth | History | Added to | 3,194 | 190 | 0.04% | 0.03% | 824 | +1,072 | 50.52% | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,161 | 188 | 0.01% | 0.01% | 825 | +1,409 | 80.42% | Q1 2026 | Apr 24, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,096 | 184 | 0.04% | 0.04% | 826 | +3 | 0.1% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | Added to | 3,054 | 181 | 0.0% | 0.0% | 827 | +2,080 | 213.55% | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | New | 2,956 | 176 | 0.05% | — | 828 | +2,956 | New | Q1 2026 | May 12, 2026 |
| Raleigh Capital Management Inc. | History | New | 2,872 | 171 | 0.06% | — | 829 | +2,872 | New | Q1 2026 | Apr 28, 2026 |
| Frankly Finances, LLC | History | No change | 2,810 | 167 | 0.15% | 0.16% | 830 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 2,740 | 163 | 0.08% | 0.04% | 831 | +1,344 | 96.28% | Q1 2026 | May 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,676 | 159 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 2,583 | 153 | 0.0% | 0.0% | 833 | +599 | 30.19% | Q1 2026 | Apr 28, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 2,565 | 152 | 0.04% | 0.04% | 834 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,528 | 151 | 0.0% | 0.0% | 835 | +1,850 | 272.86% | Q1 2026 | May 06, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 2,471 | 147 | 0.11% | 0.15% | 836 | -1,300 | -34.47% | Q1 2026 | May 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 2,416 | 143 | 0.01% | 0.0% | 837 | +1,994 | 472.51% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,422 | 143 | 0.01% | 0.01% | 838 | +570 | 30.78% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | Reduced | 2,318 | 138 | 0.01% | 0.01% | 840 | -115 | -4.73% | Q1 2026 | Apr 28, 2026 |
| BFSG, LLC | History | Added to | 2,330 | 138 | 0.01% | 0.01% | 839 | +70 | 3.1% | Q1 2026 | Apr 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 6,421,786 | 127 | 0.0% | 0.21% | 841 | +6,313,254 | 5816.95% | Q1 2026 | May 15, 2026 |
| Ransom Advisory, Ltd | History | No change | 2,120 | 127 | 0.05% | 0.05% | 842 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,085 | 124 | 0.01% | 0.01% | 843 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 2,000 | 119 | 0.09% | 0.09% | 844 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Added to | 1,966 | 117 | 0.0% | 0.0% | 845 | +507 | 34.75% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,932 | 115 | 0.0% | 0.0% | 846 | -72 | -3.59% | Q1 2026 | May 04, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 1,850 | 110 | 0.05% | 0.05% | 847 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SYM FINANCIAL Corp | History | New | 1,796 | 106 | 0.01% | — | 848 | +1,796 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 1,795 | 106 | 0.03% | — | 849 | +1,795 | New | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | New | 1,649 | 98 | 0.0% | — | 850 | +1,649 | New | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,632 | 97 | 0.0% | 0.0% | 851 | +636 | 63.86% | Q1 2026 | May 13, 2026 |
| Security National Bank | History | New | 1,500 | 89 | 0.01% | — | 853 | +1,500 | New | Q1 2026 | Apr 16, 2026 |
| Register Financial Advisors LLC | History | No change | 1,500 | 89 | 0.03% | 0.03% | 852 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Essential Partners LLC | History | Added to | 1,402 | 83 | 0.03% | 0.03% | 855 | +6 | 0.43% | Q1 2026 | May 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,406 | 83 | 0.01% | 0.01% | 854 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,371 | 81 | 0.01% | 0.01% | 856 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | Added to | 1,354 | 80 | 0.0% | 0.0% | 858 | +1,240 | 1087.72% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,353 | 80 | 0.0% | 0.0% | 857 | -67 | -4.72% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,315 | 78 | 0.02% | 0.02% | 859 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,253 | 74 | 0.0% | 0.0% | 860 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | No change | 1,243 | 74 | 0.02% | 0.03% | 861 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Nemes Rush Group LLC | History | Reduced | 1,236 | 73 | 0.01% | 0.01% | 862 | -171 | -12.15% | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,183 | 70 | 0.0% | 0.0% | 863 | -2,441 | -67.36% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | No change | 1,129 | 67 | 0.01% | 0.01% | 864 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 1,078 | 64 | 0.0% | — | 865 | +1,078 | New | Q1 2026 | Apr 29, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,017 | 60 | 0.01% | 0.02% | 867 | -1,748 | -63.22% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,015 | 60 | 0.0% | 0.0% | 866 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 1,000 | 59 | 0.0% | 0.0% | 868 | -1,240 | -55.36% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 938 | 55 | 0.01% | 0.0% | 870 | +904 | 2658.82% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | Added to | 933 | 55 | 0.01% | 0.01% | 871 | +646 | 225.09% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 933 | 55 | 0.0% | 0.0% | 869 | -19 | -2.0% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 895 | 53 | 0.05% | 0.05% | 872 | -120 | -11.82% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 841 | 50 | 0.0% | 0.0% | 874 | +305 | 56.9% | Q1 2026 | May 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 844 | 50 | 0.01% | 0.01% | 873 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 826 | 48 | 0.0% | 0.0% | 876 | -1 | -0.12% | Q1 2026 | May 01, 2026 |
| Perkins Coie Trust Co | History | No change | 813 | 48 | 0.01% | 0.01% | 875 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Co / SC | History | Reduced | 806 | 47 | 0.01% | 0.01% | 877 | -51 | -5.95% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | No change | 767 | 46 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 728 | 43 | 0.0% | 0.0% | 879 | -1,345 | -64.88% | Q1 2026 | Apr 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 712 | 42 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 662 | 40 | 0.01% | 0.01% | 881 | +330 | 99.4% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | New | 631 | 37 | 0.0% | — | 882 | +631 | New | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | No change | 585 | 34 | 0.01% | 0.01% | 883 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 557 | 33 | 0.0% | 0.0% | 884 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | New | 547 | 32 | 0.01% | — | 887 | +547 | New | Q1 2026 | Apr 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 549 | 32 | 0.0% | 0.0% | 886 | -380 | -40.9% | Q1 2026 | Apr 06, 2026 |
| DT Investment Partners, LLC | History | No change | 542 | 32 | 0.0% | 0.0% | 885 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 529 | 31 | 0.0% | 0.0% | 888 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 518 | 30 | 0.02% | — | 889 | +518 | New | Q1 2026 | May 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 500 | 29 | 0.02% | 0.02% | 890 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SIMPLEX TRADING, LLC | History | New | 463 | 27 | 0.0% | — | 891 | +463 | New | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 462 | 27 | 0.01% | — | 892 | +462 | New | Q1 2026 | May 08, 2026 |
| Fairway Wealth LLC | History | New | 455 | 27 | 0.01% | — | 893 | +455 | New | Q1 2026 | Apr 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 448 | 26 | 0.02% | — | 895 | +448 | New | Q1 2026 | Apr 16, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 450 | 26 | 0.0% | 0.0% | 894 | +105 | 30.43% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 409 | 24 | 0.01% | 0.01% | 896 | +3 | 0.74% | Q1 2026 | Apr 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 390 | 23 | 0.0% | — | 897 | +390 | New | Q1 2026 | May 07, 2026 |
| Networth Advisors, LLC | History | Added to | 379 | 22 | 0.02% | 0.0% | 898 | +342 | 924.32% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | Added to | 341 | 20 | 0.0% | 0.0% | 900 | +2 | 0.59% | Q1 2026 | May 01, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 352 | 20 | 0.0% | 0.0% | 899 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Horizon Investments, LLC | History | New | 320 | 18 | 0.0% | — | 902 | +320 | New | Q1 2026 | May 14, 2026 |
| MRP Capital Investments, LLC | History | No change | 311 | 18 | 0.02% | 0.02% | 901 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | No change | 296 | 17 | 0.0% | 0.0% | 903 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 282 | 16 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 265 | 15 | 0.01% | — | 906 | +265 | New | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 253 | 15 | 0.0% | 0.0% | 905 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Added to | 249 | 14 | 0.0% | 0.0% | 908 | +23 | 10.18% | Q1 2026 | Apr 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 238 | 14 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ankerstar Wealth, LLC | History | No change | 241 | 14 | 0.01% | 0.01% | 909 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 245 | 14 | 0.01% | 0.01% | 910 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 234 | 13 | 0.0% | 0.0% | 911 | -607 | -72.18% | Q1 2026 | May 14, 2026 |
| YANKCOM Partnership | History | Reduced | 230 | 13 | 0.01% | 0.02% | 913 | -528 | -69.66% | Q1 2026 | Apr 20, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 230 | 13 | 0.0% | 0.0% | 912 | +1 | 0.44% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 201 | 12 | 0.0% | 0.0% | 914 | -203 | -50.25% | Q1 2026 | May 01, 2026 |
| High Note Wealth, LLC | History | Added to | 215 | 12 | 0.0% | 0.0% | 915 | +184 | 593.55% | Q1 2026 | May 11, 2026 |
| Hoese & Co LLP | History | No change | 204 | 12 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 197 | 11 | 0.0% | — | 921 | +197 | New | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 191 | 11 | 0.0% | 0.0% | 918 | -36 | -15.86% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 191 | 11 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 11 | 0.0% | 0.0% | 919 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Transce3nd, LLC | History | No change | 201 | 11 | 0.1% | 0.1% | 920 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | New | 177 | 10 | 0.0% | — | 924 | +177 | New | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 183 | 10 | 0.0% | 0.0% | 922 | +99 | 117.86% | Q1 2026 | Apr 28, 2026 |
| BankPlus Trust Department | History | No change | 180 | 10 | 0.0% | 0.0% | 923 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 159 | 9 | 0.0% | 0.0% | 925 | -116 | -42.18% | Q1 2026 | May 13, 2026 |
| Olistico Wealth, LLC | History | No change | 163 | 9 | 0.0% | 0.0% | 926 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Freedom, LLC | History | New | 141 | 8 | 0.0% | — | 932 | +141 | New | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | New | 137 | 8 | 0.0% | — | 931 | +137 | New | Q1 2026 | May 06, 2026 |
| GW&K Investment Management, LLC | History | New | 132 | 8 | 0.0% | — | 930 | +132 | New | Q1 2026 | May 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 138 | 8 | 0.0% | 0.0% | 929 | +1 | 0.73% | Q1 2026 | Apr 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 147 | 8 | 0.0% | 0.0% | 927 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sachetta, LLC | History | No change | 144 | 8 | 0.0% | 0.0% | 928 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 124 | 7 | 0.0% | — | 934 | +124 | New | Q1 2026 | Apr 09, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 129 | 7 | 0.0% | 0.0% | 933 | -71 | -35.5% | Q1 2026 | Apr 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 107 | 6 | 0.0% | — | 936 | +107 | New | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | No change | 107 | 6 | 0.0% | 0.0% | 935 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NFSG Corp | History | New | 100 | 5 | 0.0% | — | 942 | +100 | New | Q1 2026 | May 05, 2026 |
| BALLAST ADVISORS LLC | History | New | 91 | 5 | 0.0% | — | 941 | +91 | New | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | Added to | 91 | 5 | 0.0% | 0.0% | 938 | +43 | 89.58% | Q1 2026 | May 08, 2026 |
| Colonial Trust Advisors | History | No change | 86 | 5 | 0.0% | 0.0% | 937 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Seneschal Advisors, LLC | History | No change | 86 | 5 | 0.0% | 0.0% | 940 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | New | 80 | 4 | 0.0% | — | 946 | +80 | New | Q1 2026 | May 07, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 943 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | No change | 77 | 4 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Copia Wealth Management | History | No change | 82 | 4 | 0.0% | 0.0% | 945 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Reduced | 60 | 3 | 0.0% | 0.0% | 947 | -2 | -3.23% | Q1 2026 | May 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 56 | 3 | 0.0% | 0.0% | 949 | +2 | 3.7% | Q1 2026 | May 07, 2026 |
| City State Bank | History | No change | 58 | 3 | 0.0% | 0.0% | 948 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Reduced | 50 | 2 | 0.0% | 0.0% | 954 | -398 | -88.84% | Q1 2026 | Apr 22, 2026 |
| BAYBAN | History | Reduced | 46 | 2 | 0.0% | 0.02% | 957 | -269 | -85.4% | Q1 2026 | Apr 24, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 38 | 2 | 0.0% | 0.0% | 956 | -12 | -24.0% | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 44 | 2 | 0.0% | 0.0% | 950 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 951 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Investors Research Corp | History | No change | 37 | 2 | 0.0% | 0.0% | 952 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Quaker Wealth Management, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 953 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Activest Wealth Management | History | No change | 37 | 2 | 0.0% | 0.0% | 955 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bernard Wealth Management Corp. | History | New | 27 | 1 | 0.0% | — | 963 | +27 | New | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 22 | 1 | 0.0% | — | 962 | +22 | New | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | Reduced | 26 | 1 | 0.0% | 0.0% | 959 | -13 | -33.33% | Q1 2026 | Apr 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 958 | -1 | -4.35% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -439,210 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning, LLC | History | Closed out | 0 | 0 | — | 2.7% | — | -194,228 | -100.0% | Q1 2026 | May 11, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -168,785 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -139,735 | -100.0% | Q1 2026 | May 15, 2026 |
| Silverleafe Capital Partners, LLC | History | Closed out | 0 | 0 | — | 1.77% | — | -99,404 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.11% | — | -77,642 | -100.0% | Q1 2026 | May 15, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -71,443 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 3.34% | — | -65,971 | -100.0% | Q1 2026 | May 06, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -59,114 | -100.0% | Q1 2026 | May 13, 2026 |
| Global Endowment Management, LP | History | Closed out | 0 | 0 | — | 0.33% | — | -44,700 | -100.0% | Q1 2026 | May 14, 2026 |
| SUN LIFE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.09% | — | -27,650 | -100.0% | Q1 2026 | May 14, 2026 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.43% | — | -26,663 | -100.0% | Q1 2026 | May 12, 2026 |
| AXS Investments LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -26,081 | -100.0% | Q1 2026 | May 06, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,618 | -100.0% | Q1 2026 | May 01, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -18,664 | -100.0% | Q1 2026 | May 18, 2026 |
| High Probability Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -16,890 | -100.0% | Q1 2026 | Apr 10, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,321 | -100.0% | Q1 2026 | May 14, 2026 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -12,146 | -100.0% | Q1 2026 | May 06, 2026 |
| Davidson Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -10,697 | -100.0% | Q1 2026 | Apr 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -9,866 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,646 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.41% | — | -8,886 | -100.0% | Q1 2026 | Apr 28, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.04% | — | -8,804 | -100.0% | Q1 2026 | May 01, 2026 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -7,687 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,885 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,864 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,734 | -100.0% | Q1 2026 | May 12, 2026 |
| Pacific Wealth Management | History | Closed out | 0 | 0 | — | 0.18% | — | -6,655 | -100.0% | Q1 2026 | May 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,196 | -100.0% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,776 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,998 | -100.0% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,919 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,445 | -100.0% | Q1 2026 | May 04, 2026 |
| Hill Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,152 | -100.0% | Q1 2026 | May 12, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.15% | — | -4,070 | -100.0% | Q1 2026 | Apr 08, 2026 |
| IFG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,645 | -100.0% | Q1 2026 | Apr 09, 2026 |
| WealthCare Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,453 | -100.0% | Q1 2026 | Apr 08, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,401 | -100.0% | Q1 2026 | May 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,144 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,673 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,379 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,280 | -100.0% | Q1 2026 | May 14, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,955 | -100.0% | Q1 2026 | May 07, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,663 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Evelyn Partners Investment Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,057 | -100.0% | Q1 2026 | May 11, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,004 | -100.0% | Q1 2026 | May 06, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.02% | — | -820 | -100.0% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -800 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -795 | -100.0% | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -550 | -100.0% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -419 | -100.0% | Q1 2026 | May 15, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -370 | -100.0% | Q1 2026 | May 22, 2026 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -352 | -100.0% | Q1 2026 | May 06, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -330 | -100.0% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -209 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -152 | -99.35% | Q1 2026 | Apr 14, 2026 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -139 | -100.0% | Q1 2026 | Apr 23, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 06, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -77 | -97.47% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 12, 2026 |
| Choate Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 23, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 08, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cheviot Value Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| New Millennium Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rakuten Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |