VANGUARD WORLD FUND - VHT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,712,696 | 466,418 | 0.03% | 0.03% | 1 | +103,206 | 6.41% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,573,281 | 428,452 | 0.03% | 0.03% | 2 | -41,772 | -2.59% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,202,841 | 327,569 | 0.05% | 0.06% | 3 | -186,124 | -13.4% | Q1 2026 | May 05, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 883,217 | 240,526 | 3.76% | 5.27% | 4 | -354,989 | -28.67% | Q1 2026 | May 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 873,000 | 237,744 | 1.43% | 1.62% | 5 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 793,109 | 215,987 | 0.06% | 0.06% | 6 | -13,177 | -1.63% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 764,772 | 208,270 | 0.04% | 0.04% | 7 | -37,629 | -4.69% | Q1 2026 | May 11, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 726,205 | 197,767 | 2.55% | 2.55% | 8 | -6,073 | -0.83% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 459,701 | 125,190 | 0.03% | 0.04% | 9 | +8,237 | 1.82% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 411,076 | 111,950 | 0.02% | 0.02% | 10 | -75,766 | -15.56% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 384,112 | 104,605 | 0.03% | 0.03% | 11 | -3,999 | -1.03% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 379,333 | 103,303 | 0.11% | 0.12% | 12 | -10,797 | -2.77% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 352,404 | 95,970 | 5.4% | 5.84% | 13 | -26,998 | -7.12% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 347,137 | 94,531 | 0.02% | 0.02% | 14 | +17,427 | 5.29% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 255,829 | 69,733 | 0.1% | 0.11% | 15 | -4,877 | -1.87% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 253,661 | 69,079 | 0.04% | 0.05% | 16 | -40,393 | -13.74% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 218,631 | 58,234 | 0.0% | 0.0% | 17 | +269 | 0.12% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 209,756 | 57,125 | 0.05% | 0.05% | 18 | +1,092 | 0.52% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 207,505 | 56,509 | 0.29% | 0.32% | 19 | +5,623 | 2.79% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 199,085 | 54,216 | 0.08% | 0.08% | 20 | -7,063 | -3.43% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 185,985 | 50,649 | 0.29% | 0.3% | 21 | +7,051 | 3.94% | Q1 2026 | May 15, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 177,171 | 48,248 | 2.97% | 3.01% | 22 | +4,333 | 2.51% | Q1 2026 | May 13, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 171,706 | 46,760 | 6.7% | 7.44% | 23 | +4,426 | 2.65% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 141,121 | 38,431 | 0.02% | 0.02% | 24 | -193 | -0.14% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 140,010 | 38,129 | 0.04% | 0.04% | 25 | +3,333 | 2.44% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 136,583 | 37,196 | 0.1% | 0.15% | 26 | -57,951 | -29.79% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 134,615 | 36,660 | 0.09% | 0.1% | 27 | -22,143 | -14.13% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Added to | 126,729 | 34,512 | 0.11% | 0.09% | 28 | +10,069 | 8.63% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 116,863 | 31,825 | 2.13% | 2.42% | 29 | -7,512 | -6.04% | Q1 2026 | Apr 10, 2026 |
| LM Advisors LLC | History | Reduced | 8,492 | 31,221 | 0.49% | 0.56% | 30 | -465 | -5.19% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 107,069 | 29,158 | 0.04% | 0.04% | 31 | +10,491 | 10.86% | Q1 2026 | Apr 27, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 106,940 | 29,122 | 0.13% | 0.14% | 32 | -2,047 | -1.88% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 106,361 | 28,965 | 0.08% | 0.08% | 33 | -14,597 | -12.07% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 105,945 | 28,852 | 0.03% | 0.0% | 34 | +89,350 | 538.42% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 100,426 | 27,348 | 0.04% | 0.05% | 35 | -9,611 | -8.73% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 99,933 | 27,214 | 0.35% | 0.36% | 36 | +254 | 0.25% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 97,971 | 26,680 | 0.05% | 0.05% | 37 | -241 | -0.25% | Q1 2026 | May 14, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 91,100 | 24,809 | 0.86% | 0.85% | 38 | +11,301 | 14.16% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 85,552 | 24,626 | 1.03% | 1.03% | 39 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Advantage, Inc. | History | Added to | 89,063 | 24,254 | 3.17% | 3.42% | 40 | +1,081 | 1.23% | Q1 2026 | Apr 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 88,637 | 24,138 | 0.94% | 1.0% | 41 | -4,720 | -5.06% | Q1 2026 | May 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 87,532 | 23,837 | 0.07% | 0.07% | 42 | -587 | -0.67% | Q1 2026 | May 15, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 85,250 | 23,216 | 7.69% | 9.19% | 43 | +1,803 | 2.16% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Added to | 83,244 | 22,669 | 0.02% | 0.02% | 44 | +3,274 | 4.09% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 83,197 | 22,657 | 0.08% | 0.09% | 45 | -12,840 | -13.37% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 83,199 | 22,657 | 0.04% | 0.04% | 46 | +1,817 | 2.23% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 80,981 | 22,054 | 0.03% | 0.03% | 47 | +10,266 | 14.52% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 81,872 | 21,746 | 0.01% | 0.01% | 48 | +9,755 | 13.53% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 76,278 | 20,764 | 0.02% | 0.03% | 49 | -1,317 | -1.7% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 67,337 | 18,337 | 0.0% | 0.0% | 50 | +8,402 | 14.26% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 64,364 | 17,528 | 0.2% | 0.21% | 51 | -1,275 | -1.94% | Q1 2026 | Apr 28, 2026 |
| CHAI TRUST CO LLC | History | No change | 64,079 | 17,450 | 1.48% | 1.59% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 63,671 | 17,339 | 0.0% | 0.0% | 53 | +37,561 | 143.86% | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Reduced | 61,727 | 16,810 | 1.22% | 1.38% | 54 | -4,923 | -7.39% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 59,608 | 16,233 | 0.0% | 0.0% | 55 | +9,618 | 19.24% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 58,724 | 16,119 | 1.21% | 1.33% | 56 | -3,452 | -5.55% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 59,080 | 16,089 | 0.06% | 0.05% | 57 | +16,752 | 39.58% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 57,682 | 15,708 | 0.23% | 0.25% | 58 | +1,481 | 2.64% | Q1 2026 | May 13, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 56,591 | 15,411 | 5.59% | 5.77% | 59 | +462 | 0.82% | Q1 2026 | May 07, 2026 |
| Morningstar Investment Management LLC | History | Added to | 56,514 | 15,390 | 0.95% | 0.78% | 60 | +10,367 | 22.47% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 56,429 | 15,367 | 0.33% | 0.35% | 61 | +1,458 | 2.65% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,648 | 15,155 | 0.02% | 0.02% | 62 | +1,065 | 1.95% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 55,119 | 15,010 | 0.02% | 0.02% | 63 | +9,414 | 20.6% | Q1 2026 | May 14, 2026 |
| Marotta Asset Management | History | Reduced | 53,346 | 14,643 | 2.7% | 3.13% | 64 | -5,298 | -9.03% | Q1 2026 | Apr 27, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 53,633 | 14,605 | 0.48% | 0.51% | 65 | -1,764 | -3.18% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 51,873 | 14,126 | 2.76% | 2.9% | 66 | -393 | -0.75% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,500 | 14,025 | 0.01% | 0.0% | 67 | +3,610 | 7.54% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 48,406 | 13,182 | 0.11% | 0.05% | 68 | +33,263 | 219.66% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 45,987 | 12,523 | 0.0% | 0.0% | 69 | +4,088 | 9.76% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 45,547 | 12,403 | 0.1% | 0.11% | 70 | +313 | 0.69% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 49,639 | 12,097 | 0.02% | 0.02% | 71 | -8,408 | -14.48% | Q1 2026 | Apr 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 43,714 | 11,904 | 0.9% | 1.0% | 72 | +522 | 1.21% | Q1 2026 | Apr 30, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 43,668 | 11,892 | 4.55% | 4.75% | 73 | +1,207 | 2.84% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 43,430 | 11,827 | 0.06% | 0.06% | 74 | -739 | -1.67% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 43,124 | 11,744 | 0.02% | 0.02% | 75 | +23,227 | 116.74% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Added to | 43,907 | 11,549 | 0.02% | 0.02% | 76 | +211 | 0.48% | Q1 2026 | May 15, 2026 |
| Ballast, Inc. | History | Added to | 40,198 | 10,947 | 2.53% | 2.65% | 77 | +809 | 2.05% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 40,116 | 10,924 | 0.3% | 0.3% | 78 | -947 | -2.31% | Q1 2026 | Apr 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 40,040 | 10,904 | 0.35% | 0.2% | 79 | +493 | 1.25% | Q1 2026 | Apr 29, 2026 |
| SP Asset Management LLC | History | Added to | 39,969 | 10,884 | 0.96% | 0.75% | 80 | +7,142 | 21.76% | Q1 2026 | May 06, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 39,913 | 10,869 | 1.98% | 2.02% | 81 | -116 | -0.29% | Q1 2026 | May 11, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 37,948 | 10,334 | 1.19% | 1.35% | 82 | +244 | 0.65% | Q1 2026 | May 08, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 36,754 | 10,009 | 6.43% | 6.79% | 83 | -685 | -1.83% | Q1 2026 | Apr 29, 2026 |
| TrueWealth Financial Partners | History | New | 36,638 | 9,977 | 3.98% | — | 84 | +36,638 | New | Q1 2026 | May 20, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 35,613 | 9,698 | 4.04% | 4.14% | 85 | +2,800 | 8.53% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 35,264 | 9,603 | 0.34% | 0.38% | 86 | -2,452 | -6.5% | Q1 2026 | Apr 14, 2026 |
| Polianta Ltd | History | New | 34,200 | 9,313 | 1.24% | — | 87 | +34,200 | New | Q1 2026 | Apr 16, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 33,343 | 9,266 | 5.25% | 5.22% | 88 | +3,850 | 13.05% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 33,643 | 9,161 | 2.67% | 2.74% | 89 | +1,025 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Royal Fund Management, LLC | History | Added to | 33,121 | 9,033 | 0.86% | 0.82% | 90 | +1,935 | 6.2% | Q1 2026 | May 19, 2026 |
| Merit Financial Group, LLC | History | Added to | 32,971 | 8,978 | 0.07% | 0.07% | 91 | +1,999 | 6.45% | Q1 2026 | Apr 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 32,699 | 8,904 | 0.02% | 0.0% | 92 | +31,015 | 1841.75% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 31,836 | 8,669 | 0.99% | 0.94% | 93 | +2,524 | 8.61% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Reduced | 29,958 | 8,158 | 0.18% | 0.15% | 94 | -106 | -0.35% | Q1 2026 | May 07, 2026 |
| Geneva Partners, LLC | History | Reduced | 29,538 | 8,044 | 3.86% | 3.69% | 95 | -6,444 | -17.91% | Q1 2026 | Apr 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 28,488 | 7,758 | 1.11% | 1.2% | 96 | +201 | 0.71% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 28,076 | 7,645 | 0.57% | 0.73% | 97 | +612 | 2.23% | Q1 2026 | May 19, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 26,873 | 7,461 | 1.14% | 1.25% | 98 | -523 | -1.91% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 27,121 | 7,385 | 1.68% | 1.66% | 99 | +1,412 | 5.49% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 26,986 | 7,349 | 0.04% | 0.06% | 100 | -2,597 | -8.78% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 24,837 | 7,149 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,231 | 7,143 | 0.0% | 0.0% | 102 | +3,857 | 17.24% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 26,184 | 7,131 | 0.03% | 0.03% | 103 | -56 | -0.21% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 25,939 | 7,063 | 0.17% | 0.19% | 104 | -3,962 | -13.25% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 25,704 | 7,000 | 0.11% | 0.13% | 105 | -750 | -2.84% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 25,429 | 6,925 | 0.03% | 0.04% | 106 | -986 | -3.73% | Q1 2026 | May 14, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 25,308 | 6,892 | 1.88% | 1.83% | 108 | +1,429 | 5.98% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 25,308 | 6,892 | 0.04% | 0.05% | 107 | -579 | -2.24% | Q1 2026 | May 05, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 24,741 | 6,737 | 0.93% | 0.98% | 109 | +256 | 1.05% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 24,642 | 6,710 | 0.58% | 0.56% | 110 | +1,383 | 5.95% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 24,575 | 6,692 | 0.14% | 0.12% | 111 | +5,890 | 31.52% | Q1 2026 | Apr 13, 2026 |
| Summit Wealth Group, LLC | History | Added to | 24,506 | 6,673 | 1.53% | 1.63% | 112 | +314 | 1.3% | Q1 2026 | May 04, 2026 |
| Sharper & Granite LLC | History | Reduced | 24,460 | 6,661 | 2.28% | 2.53% | 113 | -526 | -2.11% | Q1 2026 | Apr 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 24,317 | 6,622 | 0.05% | 0.05% | 114 | -268 | -1.09% | Q1 2026 | Apr 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 24,229 | 6,598 | 0.01% | 0.02% | 115 | -21,264 | -46.74% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 24,134 | 6,572 | 0.03% | 0.03% | 116 | +943 | 4.07% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,868 | 6,499 | 0.22% | 0.16% | 117 | +131 | 0.55% | Q1 2026 | Apr 23, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 23,807 | 6,483 | 4.32% | 4.46% | 118 | -560 | -2.3% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 23,580 | 6,421 | 0.05% | 0.06% | 119 | -2,849 | -10.78% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,283 | 6,401 | 0.04% | 0.04% | 120 | +2,524 | 12.77% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 23,241 | 6,329 | 0.15% | 0.16% | 121 | -1,897 | -7.55% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,156 | 6,306 | 0.1% | 0.11% | 122 | +4,443 | 23.74% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 23,094 | 6,289 | 0.87% | 0.97% | 123 | -35 | -0.15% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | Reduced | 22,942 | 6,247 | 0.66% | 0.84% | 124 | -2,431 | -9.58% | Q1 2026 | Apr 29, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 22,518 | 6,132 | 1.69% | 1.76% | 125 | -1,381 | -5.78% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 22,266 | 6,063 | 0.0% | 0.0% | 126 | +358 | 1.63% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 22,051 | 6,005 | 0.02% | 0.03% | 127 | -33 | -0.15% | Q1 2026 | May 14, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 21,511 | 5,977 | 1.29% | 1.29% | 128 | +2,036 | 10.45% | Q1 2026 | Apr 16, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 21,211 | 5,776 | 2.28% | 2.63% | 129 | -1,493 | -6.58% | Q1 2026 | May 11, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 21,025 | 5,725 | 0.54% | 0.58% | 130 | -86 | -0.41% | Q1 2026 | May 04, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 20,979 | 5,713 | 1.07% | 1.04% | 131 | +1,803 | 9.4% | Q1 2026 | Apr 28, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 20,915 | 5,695 | 3.04% | 3.21% | 132 | -403 | -1.89% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,853 | 5,679 | 0.01% | 0.01% | 133 | +4,210 | 25.3% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 20,768 | 5,655 | 0.18% | 0.04% | 134 | +16,335 | 368.49% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 20,405 | 5,556 | 0.01% | 0.01% | 135 | +401 | 2.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 20,307 | 5,530 | 0.0% | 0.0% | 136 | -92 | -0.45% | Q1 2026 | May 11, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 20,259 | 5,517 | 1.09% | 1.19% | 137 | -215 | -1.05% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 20,121 | 5,479 | 0.05% | 0.07% | 138 | +659 | 3.39% | Q1 2026 | May 06, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 19,868 | 5,410 | 1.04% | 1.07% | 139 | +375 | 1.92% | Q1 2026 | May 01, 2026 |
| David Kennon Inc | History | Reduced | 19,831 | 5,400 | 1.94% | 2.31% | 140 | -2,706 | -12.01% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 19,772 | 5,384 | 0.06% | — | 141 | +19,772 | New | Q1 2026 | May 12, 2026 |
| Destination Wealth Management | History | Added to | 19,363 | 5,273 | 0.14% | 0.15% | 142 | +5 | 0.03% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 19,268 | 5,247 | 0.01% | 0.01% | 143 | +5,759 | 42.63% | Q1 2026 | May 06, 2026 |
| Allianz Asset Management GmbH | History | Added to | 19,000 | 5,174 | 0.01% | 0.0% | 144 | +4,000 | 26.67% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | Added to | 18,159 | 4,945 | 0.41% | 0.41% | 145 | +809 | 4.66% | Q1 2026 | May 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 18,040 | 4,912 | 0.14% | 0.14% | 146 | -307 | -1.67% | Q1 2026 | Apr 28, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 17,581 | 4,787 | 0.07% | 0.08% | 147 | -373 | -2.08% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 17,126 | 4,663 | 0.0% | 0.0% | 148 | +14,126 | 470.87% | Q1 2026 | May 12, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 17,030 | 4,637 | 1.04% | 1.08% | 149 | +315 | 1.88% | Q1 2026 | Apr 15, 2026 |
| First PREMIER Bank | History | Reduced | 16,835 | 4,585 | 1.06% | 1.13% | 150 | -348 | -2.03% | Q1 2026 | Apr 20, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 16,784 | 4,570 | 0.43% | 0.45% | 151 | +294 | 1.78% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 16,695 | 4,546 | 0.03% | 0.03% | 152 | -415 | -2.43% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,441 | 4,477 | 0.04% | 0.05% | 153 | -4,900 | -22.96% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 16,377 | 4,460 | 0.48% | 0.5% | 154 | -95 | -0.58% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,100 | 4,384 | 0.02% | 0.02% | 155 | +2,302 | 16.68% | Q1 2026 | May 13, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 16,095 | 4,383 | 0.75% | 0.78% | 156 | +100 | 0.63% | Q1 2026 | Apr 13, 2026 |
| Atria Investments, Inc | History | Reduced | 15,216 | 4,143 | 0.05% | 0.05% | 157 | -441 | -2.82% | Q1 2026 | May 05, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 15,176 | 4,133 | 3.79% | 3.97% | 158 | +343 | 2.31% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 14,898 | 4,057 | 0.03% | 0.03% | 159 | -609 | -3.93% | Q1 2026 | Apr 27, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 14,873 | 4,050 | 2.65% | 2.88% | 160 | -583 | -3.77% | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 14,748 | 4,016 | 0.01% | 0.01% | 161 | +599 | 4.23% | Q1 2026 | May 05, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 14,457 | 3,937 | 1.19% | 1.3% | 162 | +169 | 1.18% | Q1 2026 | Apr 23, 2026 |
| Baron Financial Group, LLC | History | Reduced | 14,444 | 3,933 | 2.12% | 2.23% | 163 | -22 | -0.15% | Q1 2026 | Apr 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 14,309 | 3,926 | 0.01% | 0.02% | 164 | +1,607 | 12.65% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 14,415 | 3,925 | 0.1% | 0.12% | 165 | -2,209 | -13.29% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,400 | 3,921 | 0.07% | 0.01% | 166 | +13,178 | 1078.4% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 14,167 | 3,858 | 0.0% | 0.0% | 167 | +6,558 | 86.19% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,956 | 3,800 | 0.04% | 0.05% | 168 | -1,825 | -11.56% | Q1 2026 | Apr 20, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 13,526 | 3,762 | 0.71% | 0.79% | 169 | -280 | -2.03% | Q1 2026 | Apr 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,757 | 3,747 | 0.01% | 0.01% | 170 | -384 | -2.72% | Q1 2026 | May 01, 2026 |
| GWN SECURITIES INC. | History | Added to | 13,753 | 3,745 | 0.72% | 0.79% | 171 | +163 | 1.2% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 13,537 | 3,686 | 0.01% | — | 172 | +13,537 | New | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 13,460 | 3,665 | 0.18% | 0.19% | 173 | +956 | 7.65% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 13,391 | 3,646 | 0.1% | 0.1% | 174 | -687 | -4.88% | Q1 2026 | Apr 27, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 13,309 | 3,624 | 2.12% | 2.37% | 175 | -906 | -6.37% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 13,307 | 3,623 | 0.16% | 0.09% | 176 | +6,246 | 88.46% | Q1 2026 | May 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 13,292 | 3,619 | 0.25% | 0.26% | 177 | -318 | -2.34% | Q1 2026 | May 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 13,271 | 3,614 | 1.07% | 1.13% | 178 | +590 | 4.65% | Q1 2026 | Apr 20, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 13,250 | 3,608 | 0.11% | 0.13% | 179 | -1,311 | -9.0% | Q1 2026 | Apr 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 13,219 | 3,600 | 0.22% | 0.24% | 180 | +195 | 1.5% | Q1 2026 | Apr 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 13,166 | 3,585 | 0.01% | 0.01% | 181 | +949 | 7.77% | Q1 2026 | May 08, 2026 |
| Advisors Capital Management, LLC | History | Added to | 13,024 | 3,546 | 0.04% | 0.04% | 182 | +308 | 2.42% | Q1 2026 | May 01, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 12,937 | 3,523 | 0.42% | 0.44% | 183 | +120 | 0.94% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 12,723 | 3,464 | 0.08% | 0.11% | 184 | -3,708 | -22.57% | Q1 2026 | May 15, 2026 |
| Hikari Tsushin, Inc. | History | Reduced | 12,409 | 3,379 | 0.23% | 0.36% | 185 | -6,607 | -34.74% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 12,232 | 3,331 | 0.09% | 0.1% | 186 | -498 | -3.91% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,154 | 3,310 | 0.12% | 0.12% | 187 | +1,212 | 11.08% | Q1 2026 | May 14, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 12,105 | 3,296 | 0.12% | 0.06% | 188 | +4,992 | 70.18% | Q1 2026 | May 13, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 12,042 | 3,279 | 1.1% | 0.9% | 189 | +204 | 1.72% | Q1 2026 | Apr 28, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 11,894 | 3,239 | 1.07% | 1.33% | 190 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,667 | 3,177 | 0.0% | 0.0% | 191 | +8,662 | 288.25% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 11,630 | 3,167 | 0.49% | 0.54% | 192 | -85 | -0.73% | Q1 2026 | May 04, 2026 |
| One Day In July LLC | History | Reduced | 11,582 | 3,154 | 0.25% | 0.28% | 193 | -167 | -1.42% | Q1 2026 | May 05, 2026 |
| RCW Management, LLC | History | Reduced | 11,384 | 3,100 | 3.18% | 3.34% | 194 | -104 | -0.91% | Q1 2026 | Apr 15, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 10,979 | 2,989 | 1.6% | 1.67% | 195 | +363 | 3.42% | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 10,947 | 2,981 | 0.01% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,839 | 2,951 | 0.07% | 0.08% | 197 | -954 | -8.09% | Q1 2026 | May 15, 2026 |
| Joule Financial, LLC | History | Added to | 10,737 | 2,924 | 0.85% | 0.91% | 198 | +148 | 1.4% | Q1 2026 | Apr 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 10,655 | 2,901 | 0.65% | 0.68% | 199 | -187 | -1.72% | Q1 2026 | May 21, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 10,273 | 2,797 | 1.22% | 1.75% | 200 | -3,843 | -27.22% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9,696 | 2,790 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVOKE WEALTH, LLC | History | No change | 10,200 | 2,777 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | No change | 10,018 | 2,728 | 0.05% | 0.06% | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 9,894 | 2,694 | 0.0% | — | 204 | +9,894 | New | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,637 | 2,624 | 0.07% | 0.07% | 205 | +726 | 8.15% | Q1 2026 | Apr 07, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 9,572 | 2,606 | 0.96% | 0.86% | 207 | +1,025 | 11.99% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 9,572 | 2,606 | 0.03% | 0.04% | 206 | -320 | -3.23% | Q1 2026 | May 01, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 9,540 | 2,598 | 1.03% | 1.09% | 208 | -198 | -2.03% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | Added to | 9,514 | 2,591 | 1.29% | 1.35% | 209 | +71 | 0.75% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,317 | 2,537 | 0.0% | 0.0% | 210 | -3,996 | -30.02% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 9,311 | 2,535 | 2.23% | 2.15% | 211 | +373 | 4.17% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Reduced | 9,232 | 2,514 | 0.07% | 0.08% | 212 | -743 | -7.45% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Reduced | 9,091 | 2,475 | 0.04% | 0.04% | 213 | -67 | -0.73% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,082 | 2,473 | 0.03% | 0.04% | 214 | +184 | 2.07% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 9,081 | 2,472 | 0.01% | 0.01% | 215 | +124 | 1.38% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 9,048 | 2,464 | 0.05% | 0.06% | 216 | -50 | -0.55% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Added to | 8,982 | 2,446 | 0.04% | 0.04% | 217 | +30 | 0.34% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,947 | 2,436 | 0.02% | 0.02% | 218 | +95 | 1.07% | Q1 2026 | May 08, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 8,935 | 2,433 | 0.96% | 1.1% | 219 | -1,158 | -11.47% | Q1 2026 | Apr 07, 2026 |
| North Forty Two & Co. | History | Added to | 8,874 | 2,416 | 2.23% | 2.36% | 220 | +200 | 2.31% | Q1 2026 | Apr 21, 2026 |
| Artesa Financial Group, LLC | History | Reduced | 8,869 | 2,415 | 2.3% | 2.68% | 221 | -183 | -2.02% | Q1 2026 | Apr 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 8,866 | 2,414 | 0.0% | 0.0% | 222 | +1,990 | 28.94% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 8,817 | 2,402 | 0.01% | 0.01% | 223 | -3,937 | -30.87% | Q1 2026 | May 14, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 8,823 | 2,402 | 1.14% | 1.2% | 224 | +262 | 3.06% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 8,776 | 2,389 | 0.07% | 0.05% | 225 | +2,239 | 34.25% | Q1 2026 | May 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,234 | 2,370 | 0.18% | 0.18% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 8,693 | 2,367 | 0.01% | 0.01% | 227 | +216 | 2.55% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,626 | 2,367 | 0.02% | 0.03% | 228 | -23 | -0.27% | Q1 2026 | Apr 07, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 8,663 | 2,359 | 0.25% | 0.23% | 229 | +1,031 | 13.51% | Q1 2026 | May 13, 2026 |
| Adams Wealth Management | History | Reduced | 8,421 | 2,293 | 0.5% | 0.52% | 230 | -51 | -0.6% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 8,421 | 2,293 | 0.44% | 0.45% | 231 | -51 | -0.6% | Q1 2026 | May 11, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 8,390 | 2,284 | 0.51% | 0.51% | 232 | +95 | 1.15% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,374 | 2,280 | 0.21% | 0.17% | 233 | -1,423 | -14.52% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 8,245 | 2,246 | 0.18% | 0.19% | 234 | +445 | 5.71% | Q1 2026 | May 01, 2026 |
| ASO GROUP Ltd | History | No change | 8,206 | 2,235 | 0.94% | 0.92% | 235 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Reduced | 8,119 | 2,211 | 0.13% | 0.15% | 236 | -175 | -2.11% | Q1 2026 | Apr 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 8,087 | 2,202 | 0.69% | 0.79% | 237 | -792 | -8.92% | Q1 2026 | Apr 16, 2026 |
| NCM Capital Management, LLC | History | Reduced | 8,032 | 2,187 | 0.78% | 0.86% | 238 | -49 | -0.61% | Q1 2026 | May 15, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 7,940 | 2,162 | 0.67% | 0.69% | 239 | -487 | -5.78% | Q1 2026 | May 15, 2026 |
| Capital Management Associates, Inc | History | Added to | 7,837 | 2,134 | 0.48% | 0.42% | 240 | +1,303 | 19.94% | Q1 2026 | Apr 22, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 7,824 | 2,130 | 0.31% | 0.34% | 241 | +69 | 0.89% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 7,793 | 2,122 | 0.02% | 0.03% | 242 | +17 | 0.22% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,735 | 2,106 | 0.04% | 0.04% | 243 | +16 | 0.21% | Q1 2026 | Apr 14, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 7,630 | 2,077 | 1.23% | 1.72% | 244 | -574 | -7.0% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,609 | 2,072 | 0.01% | 0.01% | 245 | +733 | 10.66% | Q1 2026 | May 05, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 7,486 | 2,068 | 0.55% | 0.74% | 246 | -1,586 | -17.48% | Q1 2026 | Apr 21, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 7,421 | 2,020 | 0.01% | 0.02% | 247 | -4,942 | -39.97% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,399 | 2,014 | 0.03% | 0.05% | 248 | -2,013 | -21.39% | Q1 2026 | Apr 22, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 7,396 | 2,014 | 0.1% | 0.11% | 249 | -407 | -5.22% | Q1 2026 | Apr 09, 2026 |
| Keebeck Wealth Management | History | Reduced | 7,336 | 1,997 | 0.22% | 0.3% | 250 | -1,751 | -19.27% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Reduced | 7,264 | 1,993 | 0.41% | 0.69% | 251 | -487 | -6.28% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,303 | 1,988 | 0.09% | 0.09% | 252 | +812 | 12.51% | Q1 2026 | Apr 28, 2026 |
| MontVue Capital Management, Inc. | History | No change | 7,246 | 1,973 | 1.34% | 1.39% | 253 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Elm Partners Management LLC | History | Reduced | 7,314 | 1,948 | 0.08% | 0.13% | 254 | -2,691 | -26.9% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 7,115 | 1,938 | 0.06% | — | 255 | +7,115 | New | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,698 | 1,928 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 7,045 | 1,918 | 0.02% | 0.02% | 257 | +35 | 0.5% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 7,041 | 1,917 | 0.53% | 0.55% | 258 | +407 | 6.14% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 7,039 | 1,916 | 0.1% | 0.12% | 259 | +6 | 0.09% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 6,987 | 1,902 | 0.02% | 0.02% | 260 | -495 | -6.62% | Q1 2026 | May 13, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 6,948 | 1,892 | 1.16% | 1.2% | 261 | +951 | 15.86% | Q1 2026 | May 05, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 6,865 | 1,869 | 1.25% | 1.44% | 262 | -325 | -4.52% | Q1 2026 | Apr 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 6,854 | 1,866 | 0.0% | 0.0% | 263 | -8,695 | -55.92% | Q1 2026 | May 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,837 | 1,861 | 0.05% | 0.05% | 264 | +139 | 2.08% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Reduced | 6,835 | 1,861 | 0.48% | 0.55% | 265 | -90 | -1.3% | Q1 2026 | Apr 20, 2026 |
| Petix & Botte Co | History | Added to | 6,674 | 1,817 | 0.4% | 0.42% | 266 | +300 | 4.71% | Q1 2026 | Apr 30, 2026 |
| Advantage Trust Co | History | Added to | 6,667 | 1,815 | 0.81% | 0.78% | 267 | +632 | 10.47% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 6,619 | 1,802 | 0.0% | 0.0% | 268 | -92 | -1.37% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,608 | 1,799 | 0.03% | 0.03% | 269 | +559 | 9.24% | Q1 2026 | May 18, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 6,588 | 1,794 | 0.1% | 0.11% | 270 | -444 | -6.31% | Q1 2026 | May 07, 2026 |
| Leo H. Evart, Inc. | History | New | 6,541 | 1,781 | 1.52% | — | 271 | +6,541 | New | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,531 | 1,778 | 0.1% | 0.11% | 272 | +13 | 0.2% | Q1 2026 | Apr 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,525 | 1,777 | 0.08% | 0.04% | 273 | +3,179 | 95.01% | Q1 2026 | May 18, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 6,515 | 1,774 | 0.44% | 0.42% | 274 | +630 | 10.71% | Q1 2026 | Apr 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 6,499 | 1,769 | 0.3% | 0.29% | 275 | +519 | 8.68% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,422 | 1,748 | 0.03% | 0.04% | 276 | -1,231 | -16.09% | Q1 2026 | May 07, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 6,422 | 1,748 | 0.94% | 0.96% | 277 | +57 | 0.9% | Q1 2026 | May 14, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 6,390 | 1,740 | 0.24% | 0.25% | 278 | -24 | -0.37% | Q1 2026 | May 14, 2026 |
| Bluesphere Advisors LLC | History | Added to | 6,308 | 1,717 | 0.61% | 0.72% | 280 | +628 | 11.06% | Q1 2026 | Apr 22, 2026 |
| RDA Financial Network | History | Added to | 6,305 | 1,717 | 0.43% | 0.43% | 279 | +37 | 0.59% | Q1 2026 | Apr 08, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 6,216 | 1,692 | 0.16% | 0.17% | 281 | +102 | 1.67% | Q1 2026 | Apr 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 6,213 | 1,692 | 1.42% | 1.53% | 282 | +9 | 0.15% | Q1 2026 | Apr 22, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 6,159 | 1,677 | 0.65% | 0.67% | 283 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 6,155 | 1,676 | 0.02% | 0.02% | 284 | -173 | -2.73% | Q1 2026 | May 05, 2026 |
| Northstar Group, Inc. | History | Added to | 6,120 | 1,666 | 0.24% | 0.24% | 285 | +2 | 0.03% | Q1 2026 | Apr 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,113 | 1,664 | 0.35% | 0.41% | 286 | -354 | -5.47% | Q1 2026 | Apr 15, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 6,090 | 1,658 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,075 | 1,654 | 0.04% | 0.04% | 288 | -813 | -11.8% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,049 | 1,647 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 6,041 | 1,645 | 0.1% | 0.11% | 290 | -69 | -1.13% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,966 | 1,624 | 0.02% | 0.02% | 291 | +788 | 15.22% | Q1 2026 | Apr 28, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 5,939 | 1,617 | 1.4% | 1.58% | 292 | -560 | -8.62% | Q1 2026 | May 06, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,886 | 1,602 | 0.18% | 0.22% | 293 | -1,054 | -15.19% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 5,855 | 1,594 | 0.02% | 0.02% | 294 | -293 | -4.77% | Q1 2026 | May 08, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 5,840 | 1,590 | 0.37% | 0.39% | 295 | +17 | 0.29% | Q1 2026 | Apr 17, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 5,830 | 1,587 | 0.45% | 0.47% | 296 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Accel Wealth Management | History | Reduced | 5,814 | 1,583 | 0.41% | 0.46% | 297 | -14 | -0.24% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,789 | 1,576 | 0.07% | 0.08% | 298 | +24 | 0.42% | Q1 2026 | May 12, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 5,742 | 1,563 | 0.17% | 0.22% | 299 | -1,228 | -17.62% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,713 | 1,555 | 0.01% | 0.01% | 300 | -405 | -6.62% | Q1 2026 | Apr 15, 2026 |
| Rathbones Group PLC | History | Added to | 5,694 | 1,550 | 0.01% | 0.0% | 301 | +1,446 | 34.04% | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,489 | 1,494 | 0.07% | 0.08% | 302 | +155 | 2.91% | Q1 2026 | Apr 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 5,462 | 1,487 | 0.93% | 0.97% | 303 | -96 | -1.73% | Q1 2026 | Apr 23, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 5,391 | 1,468 | 0.07% | 0.04% | 304 | +2,377 | 78.87% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 5,242 | 1,467 | 0.18% | 0.16% | 305 | +814 | 18.38% | Q1 2026 | May 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 5,383 | 1,466 | 0.62% | 0.69% | 306 | -142 | -2.57% | Q1 2026 | May 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 5,383 | 1,465 | 0.02% | 0.02% | 307 | -291 | -5.13% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 5,362 | 1,460 | 0.09% | 0.1% | 308 | -120 | -2.19% | Q1 2026 | Apr 15, 2026 |
| Sachetta, LLC | History | Reduced | 5,353 | 1,457 | 0.79% | 0.85% | 310 | -71 | -1.31% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,370 | 1,457 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 5,336 | 1,456 | 0.05% | 0.06% | 311 | -3,493 | -39.56% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,338 | 1,453 | 0.03% | 0.03% | 312 | +14 | 0.26% | Q1 2026 | Apr 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 5,291 | 1,440 | 0.08% | 0.08% | 313 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 5,248 | 1,429 | 0.07% | 0.07% | 315 | +61 | 1.18% | Q1 2026 | Apr 27, 2026 |
| SlateStone Wealth, LLC | History | No change | 5,249 | 1,429 | 0.12% | 0.13% | 314 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 5,242 | 1,427 | 0.36% | 0.4% | 316 | -126 | -2.35% | Q1 2026 | May 07, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 5,187 | 1,412 | 0.63% | — | 317 | +5,187 | New | Q1 2026 | Apr 23, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 5,179 | 1,410 | 0.04% | 0.05% | 318 | -135 | -2.54% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 5,170 | 1,407 | 0.12% | 0.13% | 319 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,161 | 1,405 | 0.03% | 0.03% | 320 | -205 | -3.82% | Q1 2026 | Apr 10, 2026 |
| BANK HAPOALIM BM | History | Reduced | 5,145 | 1,401 | 0.21% | 0.13% | 321 | -211 | -3.94% | Q1 2026 | May 04, 2026 |
| Embree Financial Group | History | Added to | 5,148 | 1,401 | 0.16% | 0.18% | 322 | +133 | 2.65% | Q1 2026 | Apr 23, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 5,143 | 1,400 | 0.25% | — | 323 | +5,143 | New | Q1 2026 | Apr 28, 2026 |
| Eagle Strategies LLC | History | Reduced | 5,086 | 1,385 | 0.17% | 0.22% | 324 | -894 | -14.95% | Q1 2026 | Apr 20, 2026 |
| WNY Asset Management, LLC | History | New | 5,066 | 1,379 | 0.14% | — | 325 | +5,066 | New | Q1 2026 | May 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,049 | 1,374 | 0.02% | 0.03% | 326 | -1,439 | -22.18% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 5,030 | 1,369 | 0.07% | 0.07% | 327 | -204 | -3.9% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 5,021 | 1,367 | 0.08% | 0.02% | 328 | +3,459 | 221.45% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 5,001 | 1,361 | 0.18% | 0.2% | 329 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,997 | 1,360 | 0.42% | 0.31% | 330 | -32 | -0.64% | Q1 2026 | May 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 4,979 | 1,355 | 0.07% | 0.07% | 331 | -36 | -0.72% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,948 | 1,347 | 0.01% | 0.02% | 332 | +690 | 16.2% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 4,921 | 1,343 | 0.12% | 0.13% | 333 | -38 | -0.77% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,921 | 1,340 | 0.01% | 0.01% | 334 | -1,101 | -18.28% | Q1 2026 | Apr 07, 2026 |
| Triangle Securities Wealth Management | History | Added to | 4,901 | 1,334 | 0.3% | 0.28% | 335 | +261 | 5.63% | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 4,885 | 1,330 | 0.44% | 0.44% | 336 | +250 | 5.39% | Q1 2026 | May 15, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 4,864 | 1,324 | 0.6% | 0.65% | 337 | +17 | 0.35% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 4,854 | 1,321 | 0.15% | 0.15% | 338 | +12 | 0.25% | Q1 2026 | Apr 16, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,841 | 1,318 | 0.0% | 0.0% | 339 | -96 | -1.94% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Reduced | 4,812 | 1,310 | 0.43% | 0.48% | 340 | -206 | -4.11% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,768 | 1,299 | 0.02% | 0.02% | 341 | -222 | -4.45% | Q1 2026 | Apr 14, 2026 |
| BCS Wealth Management | History | Reduced | 4,737 | 1,290 | 0.26% | 0.28% | 342 | -4,737 | -50.0% | Q1 2026 | Apr 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,703 | 1,280 | 0.03% | 0.03% | 343 | -467 | -9.03% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Added to | 4,700 | 1,279 | 0.36% | 0.26% | 344 | +1,000 | 27.03% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | New | 4,690 | 1,277 | 0.0% | — | 345 | +4,690 | New | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,658 | 1,268 | 0.09% | 0.1% | 346 | +146 | 3.24% | Q1 2026 | May 04, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 4,652 | 1,266 | 0.1% | 0.1% | 347 | +12 | 0.26% | Q1 2026 | Apr 24, 2026 |
| Sidoxia Capital Management, LLC | History | New | 4,636 | 1,262 | 1.09% | — | 348 | +4,636 | New | Q1 2026 | May 11, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 4,597 | 1,252 | 0.52% | 0.55% | 349 | -15 | -0.33% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 4,565 | 1,243 | 0.04% | 0.04% | 350 | +80 | 1.78% | Q1 2026 | Apr 06, 2026 |
| KINTRA WEALTH, LLC | History | New | 4,533 | 1,234 | 0.09% | — | 351 | +4,533 | New | Q1 2026 | May 15, 2026 |
| Live Oak Investment Partners | History | Reduced | 4,528 | 1,233 | 0.73% | 0.88% | 352 | -443 | -8.91% | Q1 2026 | Apr 29, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 4,377 | 1,218 | 0.55% | 0.61% | 353 | -229 | -4.97% | Q1 2026 | Apr 23, 2026 |
| Everest Financial Group LLC | History | Reduced | 4,432 | 1,207 | 0.2% | 0.29% | 354 | -79 | -1.75% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 4,423 | 1,204 | 0.01% | 0.01% | 355 | +370 | 9.13% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,367 | 1,197 | 0.04% | 0.05% | 356 | -533 | -10.88% | Q1 2026 | Apr 17, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 4,383 | 1,194 | 0.08% | 0.09% | 357 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 4,376 | 1,191 | 0.06% | 0.07% | 358 | +50 | 1.16% | Q1 2026 | Apr 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 4,331 | 1,179 | 0.02% | 0.02% | 359 | +450 | 11.59% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,315 | 1,175 | 0.02% | 0.01% | 360 | +1,891 | 78.01% | Q1 2026 | May 11, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 4,259 | 1,160 | 0.04% | 0.05% | 361 | -19 | -0.44% | Q1 2026 | May 13, 2026 |
| Junk Investment Group, LLC | History | New | 4,247 | 1,156 | 0.61% | — | 363 | +4,247 | New | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,246 | 1,156 | 0.01% | 0.01% | 362 | -25 | -0.59% | Q1 2026 | May 01, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 4,205 | 1,145 | 0.65% | 0.77% | 364 | -80 | -1.87% | Q1 2026 | May 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 4,168 | 1,135 | 0.05% | 0.05% | 365 | +488 | 13.26% | Q1 2026 | May 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 4,160 | 1,132 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 4,150 | 1,130 | 0.09% | 0.11% | 367 | -677 | -14.03% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 4,147 | 1,128 | 0.02% | 0.03% | 368 | -533 | -11.39% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Reduced | 4,098 | 1,116 | 0.01% | 0.12% | 369 | -24,632 | -85.74% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,073 | 1,109 | 0.03% | 0.03% | 370 | -34 | -0.83% | Q1 2026 | May 08, 2026 |
| Hudson Value Partners, LLC | History | New | 4,071 | 1,108 | 0.33% | — | 371 | +4,071 | New | Q1 2026 | Apr 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 4,031 | 1,097 | 0.01% | 0.02% | 372 | -64 | -1.56% | Q1 2026 | Apr 21, 2026 |
| Ignite Planners, LLC | History | Added to | 4,029 | 1,091 | 0.17% | 0.17% | 373 | +70 | 1.77% | Q1 2026 | Apr 17, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 3,990 | 1,086 | 0.48% | 0.74% | 374 | -1,527 | -27.68% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,969 | 1,080 | 0.02% | 0.02% | 375 | +276 | 7.47% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 3,966 | 1,079 | 0.06% | 0.08% | 376 | -458 | -10.35% | Q1 2026 | Apr 09, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 3,912 | 1,065 | 0.11% | 0.12% | 377 | -177 | -4.33% | Q1 2026 | Apr 20, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 3,863 | 1,052 | 0.3% | 0.27% | 379 | +681 | 21.4% | Q1 2026 | Apr 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,863 | 1,052 | 0.01% | 0.01% | 378 | -100 | -2.52% | Q1 2026 | May 15, 2026 |
| RBA Wealth Management, LLC | History | Added to | 3,857 | 1,050 | 0.38% | 0.37% | 380 | +16 | 0.42% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 3,840 | 1,045 | 0.0% | 0.0% | 381 | +696 | 22.14% | Q1 2026 | May 14, 2026 |
| Jacobs Equity LLC | History | Added to | 3,818 | 1,042 | 0.93% | 0.95% | 382 | +396 | 11.57% | Q1 2026 | May 14, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 3,608 | 1,038 | 0.6% | 0.6% | 383 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pathstone Holdings, LLC | History | Added to | 3,804 | 1,036 | 0.0% | 0.0% | 384 | +759 | 24.93% | Q1 2026 | May 11, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 3,798 | 1,034 | 0.18% | 0.19% | 385 | -267 | -6.57% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 3,775 | 1,028 | 0.03% | 0.03% | 386 | -9 | -0.24% | Q1 2026 | Apr 08, 2026 |
| GTS SECURITIES LLC | History | Added to | 3,766 | 1,025 | 0.04% | 0.03% | 387 | +1,205 | 47.05% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | No change | 3,767 | 1,025 | 0.11% | 0.11% | 388 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 3,757 | 1,023 | 0.35% | 0.36% | 390 | +154 | 4.27% | Q1 2026 | Apr 08, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 3,758 | 1,023 | 0.36% | 0.39% | 389 | -18 | -0.48% | Q1 2026 | Apr 08, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 3,744 | 1,019 | 0.44% | 0.46% | 391 | +2 | 0.05% | Q1 2026 | Apr 20, 2026 |
| May Barnhard Investments LLC | History | No change | 3,735 | 1,017 | 0.49% | 0.51% | 392 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 3,715 | 1,011 | 0.4% | 0.46% | 393 | -355 | -8.72% | Q1 2026 | Apr 23, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 3,692 | 1,005 | 0.25% | 0.27% | 394 | -90 | -2.38% | Q1 2026 | Apr 28, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 3,691 | 1,005 | 0.11% | 0.12% | 395 | -79 | -2.1% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Added to | 3,682 | 1,002 | 0.0% | 0.01% | 396 | +353 | 10.6% | Q1 2026 | May 04, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 3,635 | 989 | 0.27% | 0.44% | 397 | +30 | 0.83% | Q1 2026 | Apr 08, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 3,600 | 980 | 0.33% | 0.37% | 398 | -375 | -9.43% | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 3,568 | 971 | 0.03% | 0.04% | 399 | -1 | -0.03% | Q1 2026 | May 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 3,559 | 969 | 0.48% | 0.34% | 400 | -43 | -1.19% | Q1 2026 | Apr 24, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 3,503 | 954 | 0.06% | 0.06% | 401 | +2 | 0.06% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,481 | 950 | 0.01% | 0.01% | 402 | +136 | 4.07% | Q1 2026 | May 14, 2026 |
| John A. Wolfe & Associates, Inc. | History | Reduced | 3,488 | 949 | 1.46% | 0.57% | 403 | -173 | -4.73% | Q1 2026 | May 04, 2026 |
| JM2 Capital Inc. | History | No change | 3,479 | 947 | 0.79% | 0.8% | 404 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gryphon Financial Partners LLC | History | No change | 3,473 | 945 | 0.1% | 0.11% | 405 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 3,443 | 937 | 0.27% | 0.32% | 406 | -440 | -11.33% | Q1 2026 | May 14, 2026 |
| Elite Financial, Inc. | History | Reduced | 3,435 | 935 | 0.42% | 0.49% | 407 | -325 | -8.64% | Q1 2026 | May 12, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 3,416 | 930 | 0.02% | 0.01% | 408 | +746 | 27.94% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 3,375 | 919 | 0.33% | 0.36% | 409 | -349 | -9.37% | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 3,364 | 916 | 0.1% | 0.13% | 410 | -671 | -16.63% | Q1 2026 | Apr 15, 2026 |
| Olistico Wealth, LLC | History | Reduced | 3,344 | 910 | 0.45% | 0.48% | 411 | -72 | -2.11% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 3,329 | 906 | 0.57% | — | 412 | +3,329 | New | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,320 | 904 | 0.25% | 0.26% | 413 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 3,312 | 901 | 0.0% | 0.01% | 414 | -10,792 | -76.52% | Q1 2026 | May 15, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 3,301 | 892 | 0.73% | 0.67% | 415 | +186 | 5.97% | Q1 2026 | May 04, 2026 |
| Pacific Center for Financial Services | History | Reduced | 3,246 | 884 | 0.22% | 0.22% | 416 | -21 | -0.64% | Q1 2026 | May 12, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 3,246 | 883 | 0.32% | 0.34% | 417 | +2 | 0.06% | Q1 2026 | May 06, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 3,229 | 879 | 0.12% | 0.25% | 418 | -1 | -0.03% | Q1 2026 | May 12, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 3,227 | 878 | 0.14% | 0.14% | 419 | +94 | 3.0% | Q1 2026 | Apr 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 3,217 | 876 | 0.01% | — | 420 | +3,217 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 3,217 | 876 | 0.02% | — | 421 | +3,217 | New | Q1 2026 | Apr 27, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 3,212 | 874 | 0.34% | 0.36% | 422 | -92 | -2.78% | Q1 2026 | Apr 22, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 3,202 | 872 | 0.19% | 0.21% | 423 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 3,197 | 870 | 0.4% | 0.42% | 424 | +95 | 3.06% | Q1 2026 | Apr 21, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 3,152 | 858 | 0.03% | 0.03% | 425 | -63 | -1.96% | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 3,148 | 857 | 0.35% | 0.36% | 426 | +15 | 0.48% | Q1 2026 | May 08, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 3,137 | 854 | 0.17% | 0.18% | 427 | -16 | -0.51% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 3,132 | 852 | 0.03% | 0.06% | 428 | +1,148 | 57.86% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Added to | 3,129 | 852 | 0.21% | 0.22% | 429 | +183 | 6.21% | Q1 2026 | Apr 21, 2026 |
| Red Mountain Financial, LLC | History | Added to | 3,119 | 849 | 0.8% | 0.86% | 430 | +75 | 2.46% | Q1 2026 | Apr 28, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 3,115 | 848 | 0.4% | 0.62% | 431 | -2,921 | -48.39% | Q1 2026 | Apr 27, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 3,106 | 845 | 0.08% | 0.07% | 432 | +236 | 8.22% | Q1 2026 | May 04, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 3,097 | 843 | 0.77% | 0.78% | 433 | +7 | 0.23% | Q1 2026 | Apr 29, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 3,094 | 842 | 0.5% | 0.58% | 434 | +29 | 0.95% | Q1 2026 | May 12, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 3,086 | 840 | 0.02% | 0.02% | 435 | +1 | 0.03% | Q1 2026 | May 04, 2026 |
| Facet Wealth, Inc. | History | New | 3,072 | 836 | 0.01% | — | 436 | +3,072 | New | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 3,067 | 835 | 0.0% | 0.0% | 437 | +1,467 | 91.69% | Q1 2026 | May 13, 2026 |
| Busey Bank | History | No change | 3,057 | 832 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 3,089 | 830 | 0.36% | 0.44% | 440 | -233 | -7.01% | Q1 2026 | May 11, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 3,050 | 830 | 0.19% | 0.22% | 439 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 3,027 | 824 | 0.02% | 0.04% | 441 | -4,086 | -57.44% | Q1 2026 | Apr 15, 2026 |
| Dentgroup LLC | History | No change | 2,862 | 823 | 0.57% | 0.57% | 442 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VANGUARD GROUP INC | History | No change | 2,847 | 819 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 1015 Capital Partners, LLC | History | No change | 3,010 | 819 | 0.8% | 0.85% | 444 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 2,993 | 814 | 0.41% | 0.44% | 445 | -77 | -2.51% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 2,977 | 810 | 0.01% | 0.01% | 446 | -952 | -24.23% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,964 | 807 | 0.01% | 0.02% | 447 | -1 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 2,955 | 804 | 0.1% | 0.04% | 448 | +1,851 | 167.66% | Q1 2026 | May 06, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 2,945 | 802 | 0.14% | 0.15% | 449 | -3 | -0.1% | Q1 2026 | Apr 17, 2026 |
| Rayburn West Financial Services LLC | History | Added to | 2,938 | 800 | 0.47% | 0.52% | 450 | +20 | 0.69% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 2,938 | 799 | 0.01% | 0.01% | 451 | -1,041 | -26.16% | Q1 2026 | May 06, 2026 |
| CRA Financial Services, LLC | History | Reduced | 2,927 | 797 | 0.1% | 0.11% | 452 | -5 | -0.17% | Q1 2026 | Apr 09, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 2,902 | 790 | 0.07% | 0.07% | 453 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LPWM LLC | History | Added to | 2,895 | 788 | 0.2% | 0.18% | 454 | +382 | 15.2% | Q1 2026 | Apr 08, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,890 | 787 | 0.02% | 0.03% | 455 | -73 | -2.46% | Q1 2026 | May 13, 2026 |
| Atala Financial Inc | History | Added to | 2,865 | 785 | 0.53% | 0.52% | 456 | +55 | 1.96% | Q1 2026 | Apr 10, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 2,872 | 782 | 0.07% | 0.07% | 457 | +372 | 14.88% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 2,910 | 775 | 0.02% | 0.02% | 458 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 2,840 | 773 | 0.05% | — | 459 | +2,840 | New | Q1 2026 | May 08, 2026 |
| NICOLET BANKSHARES INC | History | No change | 2,832 | 771 | 0.03% | 0.13% | 460 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Athena Investment Management | History | Reduced | 2,803 | 763 | 0.4% | 0.41% | 461 | -1 | -0.04% | Q1 2026 | May 11, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 2,768 | 753 | 0.26% | 0.28% | 462 | +10 | 0.36% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 2,754 | 750 | 0.03% | 0.03% | 463 | +29 | 1.06% | Q1 2026 | Apr 28, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 2,736 | 745 | 0.03% | 0.04% | 464 | -82 | -2.91% | Q1 2026 | Apr 30, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,731 | 743 | 0.05% | 0.06% | 465 | +79 | 2.98% | Q1 2026 | Apr 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 2,721 | 741 | 0.1% | 0.12% | 466 | -317 | -10.43% | Q1 2026 | Apr 21, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 2,719 | 740 | 0.19% | 0.2% | 467 | -37 | -1.34% | Q1 2026 | Apr 15, 2026 |
| Waldron Private Wealth LLC | History | New | 2,713 | 738 | 0.03% | — | 468 | +2,713 | New | Q1 2026 | Apr 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,704 | 736 | 0.0% | 0.0% | 469 | +1,208 | 80.75% | Q1 2026 | May 15, 2026 |
| Bluebird Wealth Management LLC | History | No change | 2,700 | 735 | 0.75% | 0.73% | 470 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,694 | 733 | 0.05% | 0.05% | 471 | -34 | -1.25% | Q1 2026 | Apr 27, 2026 |
| McGuire Investment Group, LLC | History | Added to | 2,673 | 727 | 0.08% | 0.08% | 472 | +21 | 0.79% | Q1 2026 | Apr 28, 2026 |
| Dougherty & Associates, LLC | History | Reduced | 2,667 | 726 | 0.67% | 0.71% | 473 | -96 | -3.47% | Q1 2026 | Apr 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 2,653 | 722 | 0.09% | 0.14% | 474 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Obermeyer Wealth Partners | History | No change | 2,653 | 722 | 0.03% | 0.03% | 475 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IVC Wealth Advisors LLC | History | No change | 2,617 | 712 | 0.31% | 0.33% | 476 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,472 | 711 | 0.05% | 0.05% | 477 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,603 | 708 | 0.0% | 0.0% | 478 | +1,410 | 118.19% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,595 | 707 | 0.02% | 0.02% | 479 | +780 | 42.98% | Q1 2026 | Apr 21, 2026 |
| One Capital Management, LLC | History | Added to | 2,590 | 705 | 0.02% | 0.02% | 480 | +190 | 7.92% | Q1 2026 | May 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 2,592 | 705 | 0.19% | 0.2% | 481 | +75 | 2.98% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,582 | 703 | 0.01% | 0.01% | 482 | +188 | 7.85% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,550 | 694 | 0.0% | 0.0% | 483 | -105 | -3.95% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,550 | 694 | 0.35% | 0.38% | 484 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 2,545 | 693 | 0.02% | 0.02% | 485 | +586 | 29.91% | Q1 2026 | May 14, 2026 |
| Guardian Capital, LLC | History | Reduced | 2,523 | 687 | 0.66% | 1.12% | 487 | -1,844 | -42.23% | Q1 2026 | May 11, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 2,525 | 687 | 0.03% | 0.04% | 486 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,498 | 684 | 0.04% | 0.05% | 488 | -894 | -26.36% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 2,489 | 678 | 0.0% | 0.0% | 489 | +193 | 8.41% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,491 | 678 | 0.01% | 0.01% | 490 | +71 | 2.93% | Q1 2026 | Apr 20, 2026 |
| Certified Advisory Corp | History | Added to | 2,468 | 672 | 0.06% | 0.06% | 491 | +1 | 0.04% | Q1 2026 | Apr 17, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 2,462 | 670 | 0.17% | 0.16% | 492 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,458 | 669 | 0.02% | 0.02% | 494 | +850 | 52.86% | Q1 2026 | May 19, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,459 | 669 | 0.04% | 0.04% | 493 | -219 | -8.18% | Q1 2026 | Apr 20, 2026 |
| Simmons Bank | History | No change | 2,453 | 668 | 0.04% | 0.05% | 495 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LifeGoal Investments, LLC | History | No change | 2,414 | 662 | 0.38% | 0.46% | 496 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 2,422 | 659 | 0.18% | 0.17% | 497 | +186 | 8.32% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,272 | 654 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 2,384 | 649 | 0.07% | 0.07% | 499 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 2,374 | 646 | 0.33% | 0.29% | 500 | +1 | 0.04% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 2,367 | 644 | 0.1% | 0.08% | 501 | +710 | 42.85% | Q1 2026 | May 14, 2026 |
| LJI Wealth Management, LLC | History | No change | 2,365 | 644 | 0.1% | 0.1% | 502 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,365 | 644 | 0.3% | 0.32% | 503 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westmount Partners, LLC | History | No change | 2,352 | 640 | 0.16% | 0.17% | 504 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,348 | 639 | 0.31% | 0.31% | 505 | +140 | 6.34% | Q1 2026 | May 07, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 2,262 | 637 | 0.47% | 0.29% | 506 | +887 | 64.51% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,336 | 636 | 0.02% | 0.01% | 507 | +473 | 25.39% | Q1 2026 | Apr 29, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 2,358 | 634 | 0.01% | 0.01% | 508 | +224 | 10.5% | Q1 2026 | May 11, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 2,326 | 633 | 0.15% | 1.9% | 510 | -25,646 | -91.68% | Q1 2026 | May 06, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 2,326 | 633 | 0.02% | 0.02% | 509 | +114 | 5.15% | Q1 2026 | Apr 20, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 2,310 | 629 | 0.0% | 0.0% | 511 | -30 | -1.28% | Q1 2026 | May 14, 2026 |
| Allegheny Financial Group | History | Added to | 2,310 | 629 | 0.08% | 0.1% | 512 | +3 | 0.13% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 2,306 | 627 | 0.01% | 0.01% | 513 | -28 | -1.2% | Q1 2026 | Apr 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 2,271 | 618 | 0.01% | 0.01% | 514 | -318 | -12.28% | Q1 2026 | Apr 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 2,251 | 613 | 0.01% | 0.0% | 515 | +1,517 | 206.68% | Q1 2026 | Apr 27, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 2,243 | 610 | 0.21% | 0.22% | 516 | +19 | 0.85% | Q1 2026 | May 13, 2026 |
| WELCH & FORBES LLC | History | No change | 2,231 | 607 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 2,218 | 603 | 0.39% | 0.42% | 518 | -42 | -1.86% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 2,210 | 601 | 0.02% | 0.02% | 519 | -109 | -4.7% | Q1 2026 | May 06, 2026 |
| Zhang Financial LLC | History | Added to | 2,203 | 599 | 0.02% | 0.02% | 521 | +339 | 18.19% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,200 | 599 | 0.02% | 0.02% | 520 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 2,194 | 597 | 0.17% | 0.18% | 522 | -50 | -2.23% | Q1 2026 | Apr 23, 2026 |
| Edge Financial Advisors LLC | History | No change | 2,063 | 593 | 0.25% | 0.25% | 523 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bulwark Capital Corp | History | No change | 2,169 | 590 | 0.36% | 0.44% | 524 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Legacy Advisors, LLC | History | Reduced | 2,160 | 588 | 0.07% | 0.07% | 525 | -167 | -7.18% | Q1 2026 | May 05, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 2,156 | 587 | 0.19% | 0.21% | 526 | -10 | -0.46% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 2,153 | 586 | 0.0% | 0.01% | 527 | -174 | -7.48% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 2,150 | 585 | 0.01% | 0.01% | 528 | -75 | -3.37% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | New | 2,139 | 582 | 0.04% | — | 531 | +2,139 | New | Q1 2026 | Apr 28, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 2,137 | 582 | 0.01% | 0.01% | 529 | -34 | -1.57% | Q1 2026 | May 05, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 2,140 | 582 | 0.08% | 0.08% | 530 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,128 | 579 | 0.19% | 0.2% | 532 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Manchester Capital Management LLC | History | Reduced | 2,122 | 577 | 0.08% | 0.09% | 533 | -93 | -4.2% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,113 | 575 | 0.04% | 0.04% | 534 | +72 | 3.53% | Q1 2026 | May 05, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 2,114 | 575 | 0.13% | 0.14% | 535 | -24 | -1.12% | Q1 2026 | May 08, 2026 |
| HCR Wealth Advisors | History | Reduced | 2,099 | 571 | 0.06% | 0.06% | 537 | -176 | -7.74% | Q1 2026 | Apr 21, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 2,100 | 571 | 0.14% | 0.15% | 536 | -10 | -0.47% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Added to | 2,093 | 569 | 0.01% | 0.01% | 538 | +404 | 23.92% | Q1 2026 | May 15, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 2,062 | 566 | 0.21% | 0.24% | 539 | -49 | -2.32% | Q1 2026 | Apr 14, 2026 |
| DAGCO, INC. | History | Added to | 2,078 | 565 | 0.12% | 0.14% | 540 | +1 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,068 | 563 | 0.07% | 0.07% | 541 | -67 | -3.14% | Q1 2026 | May 04, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 2,061 | 561 | 0.12% | 0.13% | 542 | -198 | -8.76% | Q1 2026 | May 12, 2026 |
| Congress Park Capital LLC | History | Added to | 2,055 | 559 | 0.17% | 0.15% | 543 | +300 | 17.09% | Q1 2026 | Apr 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,043 | 556 | 0.05% | 0.06% | 544 | -10 | -0.49% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 2,037 | 554 | 0.03% | 0.01% | 545 | +1,283 | 170.16% | Q1 2026 | Apr 16, 2026 |
| HF Advisory Group, LLC | History | Reduced | 2,034 | 553 | 0.19% | 0.21% | 546 | -14 | -0.68% | Q1 2026 | Apr 21, 2026 |
| Values Added Financial LLC | History | No change | 2,031 | 553 | 0.23% | 0.25% | 547 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 2,023 | 551 | 0.02% | 0.02% | 548 | +207 | 11.4% | Q1 2026 | Apr 09, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 2,006 | 546 | 0.2% | 0.25% | 549 | -371 | -15.61% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,004 | 545 | 0.02% | 0.03% | 550 | -498 | -19.9% | Q1 2026 | May 12, 2026 |
| PDS Planning, Inc | History | Reduced | 1,997 | 543 | 0.04% | 0.04% | 551 | -154 | -7.16% | Q1 2026 | Apr 21, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 1,992 | 542 | 0.1% | 0.97% | 552 | -15,796 | -88.8% | Q1 2026 | Apr 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,991 | 542 | 0.01% | — | 553 | +1,991 | New | Q1 2026 | Apr 27, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 1,980 | 539 | 0.02% | 0.02% | 554 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 1,976 | 537 | 0.06% | 0.16% | 555 | -3,208 | -61.88% | Q1 2026 | Apr 15, 2026 |
| Creekside Partners | History | Added to | 1,975 | 537 | 0.22% | 0.24% | 556 | +4 | 0.2% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Added to | 1,971 | 536 | 0.02% | 0.02% | 557 | +77 | 4.07% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Added to | 1,915 | 533 | 0.01% | 0.01% | 559 | +791 | 70.37% | Q1 2026 | Apr 20, 2026 |
| Smith Salley Wealth Management | History | Reduced | 1,958 | 533 | 0.03% | 0.03% | 558 | -22 | -1.11% | Q1 2026 | Apr 16, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 1,851 | 532 | 0.02% | 0.02% | 560 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 1,951 | 531 | 0.23% | 0.26% | 562 | -51 | -2.55% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | No change | 1,950 | 531 | 0.03% | 0.03% | 561 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Finward Bancorp | History | Reduced | 1,947 | 530 | 0.42% | 0.45% | 563 | -55 | -2.75% | Q1 2026 | Apr 10, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 1,942 | 528 | 0.12% | 0.12% | 564 | -3 | -0.15% | Q1 2026 | Apr 30, 2026 |
| James Hambro & Partners LLP | History | No change | 1,930 | 525 | 0.02% | 0.02% | 565 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,819 | 523 | 0.03% | 0.03% | 566 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | No change | 1,890 | 514 | 0.48% | 0.5% | 567 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 1,886 | 513 | 0.1% | 0.12% | 568 | -496 | -20.82% | Q1 2026 | Apr 08, 2026 |
| American Trust | History | Added to | 1,879 | 511 | 0.05% | 0.04% | 569 | +225 | 13.6% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 1,875 | 510 | 0.05% | 0.05% | 570 | +230 | 13.98% | Q1 2026 | May 04, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 1,874 | 510 | 0.28% | 0.32% | 571 | -166 | -8.14% | Q1 2026 | May 07, 2026 |
| Caprock Group, LLC | History | Added to | 1,865 | 508 | 0.01% | 0.01% | 572 | +87 | 4.89% | Q1 2026 | May 11, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 1,863 | 507 | 0.1% | 0.13% | 573 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 1,856 | 505 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 1,838 | 500 | 0.23% | 0.19% | 575 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 1,835 | 499 | 0.02% | 0.02% | 576 | -141 | -7.14% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 1,834 | 499 | 0.04% | 0.04% | 577 | -1 | -0.05% | Q1 2026 | May 08, 2026 |
| DAVIS R M INC | History | No change | 1,825 | 497 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,824 | 496 | 0.01% | 0.01% | 579 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Asset Advisory Group, Inc. | History | No change | 1,825 | 496 | 0.25% | 0.26% | 580 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Essential Planning, LLC. | History | Reduced | 1,818 | 495 | 0.16% | 0.17% | 581 | -5 | -0.27% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 1,814 | 494 | 0.02% | 0.02% | 582 | -27 | -1.47% | Q1 2026 | Apr 20, 2026 |
| Americana Partners, LLC | History | Added to | 1,793 | 488 | 0.01% | 0.01% | 583 | +850 | 90.14% | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 1,748 | 485 | 0.03% | 0.04% | 584 | -516 | -22.79% | Q1 2026 | Apr 17, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 1,784 | 485 | 0.18% | 0.19% | 585 | -3 | -0.17% | Q1 2026 | Apr 06, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 1,780 | 484 | 0.11% | 0.12% | 586 | -12 | -0.67% | Q1 2026 | Apr 27, 2026 |
| FULTON BANK, N.A. | History | No change | 1,771 | 482 | 0.02% | 0.02% | 587 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AMG National Trust Bank | History | New | 1,763 | 480 | 0.01% | — | 588 | +1,763 | New | Q1 2026 | May 04, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 1,733 | 479 | 0.03% | 0.03% | 589 | -23 | -1.31% | Q1 2026 | Apr 20, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 1,751 | 476 | 0.34% | 0.37% | 590 | +2 | 0.11% | Q1 2026 | May 19, 2026 |
| WMS Group LLC | History | Added to | 1,746 | 475 | 0.69% | 0.64% | 591 | +6 | 0.34% | Q1 2026 | Apr 21, 2026 |
| Mosley Wealth Management | History | Reduced | 1,800 | 467 | 0.21% | 0.26% | 592 | -308 | -14.61% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,712 | 466 | 0.0% | 0.0% | 593 | +1,598 | 1401.75% | Q1 2026 | May 15, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 1,711 | 465 | 0.21% | 0.21% | 594 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 1,702 | 463 | 0.01% | 0.01% | 596 | -110 | -6.07% | Q1 2026 | May 01, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 1,703 | 463 | 0.16% | 0.16% | 597 | +6 | 0.35% | Q1 2026 | Apr 23, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 1,701 | 463 | 0.07% | 0.07% | 595 | +1 | 0.06% | Q1 2026 | Apr 29, 2026 |
| WJ Interests, LLC | History | No change | 1,690 | 460 | 0.18% | 0.21% | 598 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 1,683 | 458 | 0.12% | 0.08% | 599 | +614 | 57.44% | Q1 2026 | Apr 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 1,668 | 457 | 0.01% | 0.01% | 600 | -338 | -16.85% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 1,675 | 456 | 0.06% | — | 601 | +1,675 | New | Q1 2026 | Apr 13, 2026 |
| COFG Advisors, LLC | History | Added to | 1,670 | 454 | 0.11% | 0.11% | 603 | +77 | 4.83% | Q1 2026 | May 11, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 1,671 | 454 | 0.03% | 0.03% | 602 | +1 | 0.06% | Q1 2026 | May 01, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 1,666 | 453 | 0.02% | 0.02% | 604 | +31 | 1.9% | Q1 2026 | Apr 09, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 1,664 | 453 | 0.24% | 0.28% | 605 | +30 | 1.84% | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,663 | 452 | 0.0% | 0.0% | 606 | -132 | -7.35% | Q1 2026 | May 05, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 1,663 | 452 | 0.05% | 0.05% | 607 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 1,657 | 451 | 0.05% | 0.2% | 608 | -3,326 | -66.75% | Q1 2026 | May 15, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 1,647 | 448 | 0.09% | 0.1% | 609 | +4 | 0.24% | Q1 2026 | May 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,645 | 447 | 0.06% | 0.07% | 610 | -5 | -0.3% | Q1 2026 | May 11, 2026 |
| KPP Advisory Services LLC | History | Reduced | 1,638 | 445 | 0.06% | 0.07% | 611 | -4 | -0.24% | Q1 2026 | Apr 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,632 | 444 | 0.05% | 0.1% | 612 | -1,396 | -46.1% | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 1,625 | 444 | 0.05% | 0.05% | 613 | +196 | 13.72% | Q1 2026 | Apr 22, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 1,630 | 443 | 0.2% | 0.28% | 614 | -500 | -23.47% | Q1 2026 | Apr 22, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 1,622 | 441 | 0.08% | 0.09% | 615 | +6 | 0.37% | Q1 2026 | Apr 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 1,609 | 438 | 0.03% | 0.03% | 616 | +2 | 0.12% | Q1 2026 | Apr 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 1,606 | 437 | 0.05% | 0.05% | 617 | +67 | 4.35% | Q1 2026 | May 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 1,602 | 436 | 0.01% | 0.02% | 618 | -234 | -12.75% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,598 | 435 | 0.13% | 0.14% | 619 | +26 | 1.65% | Q1 2026 | May 05, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 1,596 | 434 | 0.29% | 0.3% | 620 | -17 | -1.05% | Q1 2026 | Apr 17, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 1,576 | 429 | 0.12% | 0.08% | 621 | +574 | 57.29% | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,569 | 427 | 0.01% | 0.01% | 623 | +209 | 15.37% | Q1 2026 | May 11, 2026 |
| CHANNEL WEALTH LLC | History | No change | 1,571 | 427 | 0.1% | 0.11% | 622 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 1,561 | 425 | 0.02% | 0.02% | 624 | +37 | 2.43% | Q1 2026 | Apr 28, 2026 |
| BOS Asset Management, LLC | History | No change | 1,563 | 425 | 0.11% | 0.12% | 625 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BIP Wealth, LLC | History | Reduced | 1,557 | 423 | 0.02% | 0.03% | 627 | -958 | -38.09% | Q1 2026 | Apr 27, 2026 |
| Sageworth Trust Co | History | No change | 1,556 | 423 | 0.02% | 0.02% | 626 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Reduced | 1,539 | 419 | 0.27% | 0.26% | 628 | -8 | -0.52% | Q1 2026 | Apr 28, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 1,530 | 416 | 0.08% | 0.08% | 629 | +160 | 11.68% | Q1 2026 | Apr 14, 2026 |
| Wharton Business Group, LLC | History | Added to | 1,519 | 413 | 0.02% | 0.02% | 630 | +35 | 2.36% | Q1 2026 | May 07, 2026 |
| Round Rock Advisors LLC | History | No change | 1,516 | 412 | 0.06% | 0.07% | 631 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 1,504 | 409 | 0.18% | 0.23% | 632 | -323 | -17.68% | Q1 2026 | May 07, 2026 |
| Haverford Trust Co | History | No change | 1,500 | 408 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealthquest Corp | History | No change | 1,404 | 404 | 0.03% | 0.03% | 634 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,498 | 399 | 0.01% | 0.02% | 635 | +153 | 11.38% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 1,463 | 398 | 0.0% | 0.0% | 637 | +60 | 4.28% | Q1 2026 | May 14, 2026 |
| American Money Management, LLC | History | No change | 1,463 | 398 | 0.06% | 0.07% | 636 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Optas, LLC | History | No change | 1,463 | 398 | 0.06% | 0.07% | 638 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wedmont Private Capital | History | Added to | 1,430 | 397 | 0.01% | 0.01% | 639 | +26 | 1.85% | Q1 2026 | Apr 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,447 | 396 | 0.01% | 0.01% | 640 | +307 | 26.93% | Q1 2026 | May 04, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,452 | 395 | 0.01% | 0.01% | 641 | +4 | 0.28% | Q1 2026 | Apr 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,449 | 394 | 0.16% | 0.16% | 642 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,446 | 393 | 0.02% | 0.02% | 643 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 1,436 | 391 | 0.22% | 0.22% | 644 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 1,435 | 390 | 0.02% | 0.03% | 645 | +10 | 0.7% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,429 | 389 | 0.0% | 0.0% | 646 | -25 | -1.72% | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 1,431 | 389 | 0.02% | 0.02% | 647 | -6 | -0.42% | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 1,425 | 388 | 0.01% | 0.01% | 648 | -885 | -38.31% | Q1 2026 | May 12, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 1,426 | 388 | 0.29% | 0.3% | 649 | +5 | 0.35% | Q1 2026 | Apr 22, 2026 |
| New Perspectives, Inc | History | Reduced | 1,422 | 387 | 0.13% | 0.15% | 650 | -50 | -3.4% | Q1 2026 | Apr 21, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,423 | 387 | 0.27% | 0.27% | 652 | +5 | 0.35% | Q1 2026 | Apr 07, 2026 |
| Vertex Planning Partners, LLC | History | No change | 1,423 | 387 | 0.08% | 0.1% | 651 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 1,420 | 386 | 0.19% | 0.19% | 653 | +55 | 4.03% | Q1 2026 | May 08, 2026 |
| NWAM LLC | History | Added to | 1,415 | 385 | 0.02% | 0.02% | 655 | +39 | 2.83% | Q1 2026 | May 04, 2026 |
| Financial Insights, Inc. | History | Added to | 1,417 | 385 | 0.12% | 0.13% | 654 | +35 | 2.53% | Q1 2026 | May 18, 2026 |
| Blankinship & Foster, LLC | History | No change | 1,413 | 384 | 0.08% | 0.09% | 656 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 1,404 | 382 | 0.02% | 0.03% | 657 | -450 | -24.27% | Q1 2026 | May 15, 2026 |
| CMG Global Holdings, LLC | History | Added to | 1,403 | 382 | 0.18% | 0.18% | 658 | +1 | 0.07% | Q1 2026 | May 01, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 1,400 | 381 | 0.02% | 0.03% | 660 | -400 | -22.22% | Q1 2026 | May 14, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 1,400 | 381 | 0.02% | 0.02% | 659 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Perennial Advisors, LLC | History | New | 1,398 | 380 | 0.06% | — | 661 | +1,398 | New | Q1 2026 | Apr 13, 2026 |
| River Wealth Advisors LLC | History | Added to | 1,394 | 379 | 0.04% | 0.04% | 662 | +181 | 14.92% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 1,388 | 377 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 1,380 | 375 | 0.09% | 0.11% | 666 | -238 | -14.71% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | No change | 1,378 | 375 | 0.01% | 0.01% | 664 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Chemistry Wealth Management LLC | History | No change | 1,380 | 375 | 0.07% | 0.07% | 665 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 1,375 | 374 | 0.05% | 0.06% | 668 | +1 | 0.07% | Q1 2026 | May 11, 2026 |
| BCGM Wealth Management, LLC | History | No change | 1,377 | 374 | 0.09% | 0.1% | 667 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,372 | 373 | 0.01% | 0.01% | 669 | +9 | 0.66% | Q1 2026 | May 06, 2026 |
| Innovative Wealth Building LLC | History | No change | 1,372 | 373 | 0.26% | 0.29% | 670 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 360 Financial, Inc. | History | No change | 1,367 | 372 | 0.11% | 0.12% | 671 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,365 | 371 | 0.11% | 0.14% | 673 | -301 | -18.07% | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,365 | 371 | 0.04% | 0.05% | 672 | -18 | -1.3% | Q1 2026 | Apr 17, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,355 | 369 | 0.05% | 0.01% | 674 | +1,195 | 746.88% | Q1 2026 | Apr 16, 2026 |
| Tradewinds, LLC. | History | No change | 1,363 | 369 | 0.12% | 0.09% | 675 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 1,354 | 368 | 0.05% | 0.06% | 676 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Independent Family Office, LLC | History | No change | 1,350 | 367 | 0.15% | 0.16% | 677 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sun Group Wealth Partners | History | New | 1,347 | 366 | 0.29% | — | 679 | +1,347 | New | Q1 2026 | May 06, 2026 |
| Narus Financial Partners, LLC | History | Added to | 1,344 | 366 | 0.1% | 0.1% | 678 | +40 | 3.07% | Q1 2026 | Apr 21, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 1,343 | 365 | 0.02% | — | 680 | +1,343 | New | Q1 2026 | May 07, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 1,337 | 364 | 0.05% | 0.06% | 681 | -288 | -17.72% | Q1 2026 | Apr 27, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 1,335 | 363 | 0.03% | 0.03% | 682 | +105 | 8.54% | Q1 2026 | Apr 15, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 1,315 | 362 | 0.11% | 0.11% | 683 | +3 | 0.23% | Q1 2026 | Apr 16, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 1,315 | 358 | 0.01% | 0.01% | 684 | +4 | 0.31% | Q1 2026 | May 01, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 1,304 | 355 | 0.08% | 0.11% | 685 | -400 | -23.47% | Q1 2026 | Apr 02, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 1,300 | 354 | 0.17% | 0.23% | 686 | -350 | -21.21% | Q1 2026 | May 01, 2026 |
| Caldwell Trust Co | History | No change | 1,290 | 351 | 0.03% | 0.03% | 687 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 1,287 | 350 | 0.05% | 0.06% | 688 | -18 | -1.38% | Q1 2026 | Apr 23, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 1,278 | 348 | 0.3% | 0.23% | 689 | +291 | 29.48% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 1,272 | 346 | 0.01% | 0.01% | 690 | +180 | 16.48% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,274 | 346 | 0.0% | 0.0% | 691 | +2 | 0.16% | Q1 2026 | May 11, 2026 |
| Monetary Solutions, Ltd | History | Added to | 1,269 | 345 | 0.33% | 0.34% | 692 | +71 | 5.93% | Q1 2026 | May 01, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 1,266 | 344 | 0.02% | 0.02% | 693 | -95 | -6.98% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,260 | 343 | 0.04% | 0.05% | 695 | +2 | 0.16% | Q1 2026 | Apr 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,261 | 343 | 0.02% | 0.02% | 694 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nvest Financial, LLC | History | Added to | 1,253 | 341 | 0.13% | 0.15% | 696 | +3 | 0.24% | Q1 2026 | Apr 28, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 1,251 | 340 | 0.06% | 0.07% | 697 | +3 | 0.24% | Q1 2026 | May 06, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 1,245 | 339 | 0.01% | 0.01% | 698 | +208 | 20.06% | Q1 2026 | Apr 13, 2026 |
| Ballentine Partners, LLC | History | No change | 1,241 | 337 | 0.0% | 0.01% | 699 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 1,240 | 337 | 0.12% | 0.13% | 700 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pines Wealth Management, LLC | History | No change | 1,235 | 336 | 0.11% | 0.11% | 701 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NOVEM GROUP | History | Added to | 1,231 | 335 | 0.04% | 0.03% | 703 | +437 | 55.04% | Q1 2026 | Apr 10, 2026 |
| HM PAYSON & CO | History | No change | 1,233 | 335 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,225 | 333 | 0.05% | 0.05% | 705 | +2 | 0.16% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,225 | 333 | 0.01% | 0.01% | 704 | +1 | 0.08% | Q1 2026 | May 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 1,221 | 332 | 0.02% | 0.03% | 706 | -5 | -0.41% | Q1 2026 | Apr 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 1,221 | 332 | 0.18% | 0.19% | 707 | +4 | 0.33% | Q1 2026 | May 12, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 1,216 | 331 | 0.06% | 0.07% | 708 | -139 | -10.26% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,219 | 331 | 0.11% | 0.12% | 709 | +95 | 8.45% | Q1 2026 | Apr 23, 2026 |
| Carnegie Investment Counsel | History | New | 1,206 | 328 | 0.01% | — | 711 | +1,206 | New | Q1 2026 | May 01, 2026 |
| Csenge Advisory Group | History | Reduced | 1,208 | 328 | 0.02% | 0.02% | 710 | -34 | -2.74% | Q1 2026 | Apr 30, 2026 |
| DF DENT & CO INC | History | No change | 1,204 | 327 | 0.01% | 0.0% | 712 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,201 | 327 | 0.03% | 0.03% | 713 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hobart Private Capital, LLC | History | No change | 1,199 | 326 | 0.06% | 0.07% | 714 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GSG Advisors LLC | History | No change | 1,194 | 325 | 0.08% | 0.09% | 715 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 1,192 | 324 | 0.16% | 0.14% | 716 | +255 | 27.21% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,190 | 323 | 0.01% | — | 718 | +1,190 | New | Q1 2026 | May 14, 2026 |
| Prostatis Group LLC | History | Reduced | 1,189 | 323 | 0.08% | 0.11% | 717 | -403 | -25.31% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,183 | 322 | 0.01% | 0.01% | 719 | -97 | -7.58% | Q1 2026 | May 15, 2026 |
| Carson Advisory Inc. | History | Added to | 1,180 | 321 | 0.17% | 0.16% | 720 | +100 | 9.26% | Q1 2026 | May 07, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,176 | 320 | 0.04% | 0.04% | 721 | +3 | 0.26% | Q1 2026 | Apr 09, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 1,175 | 319 | 0.16% | 0.18% | 722 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 1,170 | 318 | 0.04% | 0.07% | 723 | -380 | -24.52% | Q1 2026 | Apr 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,171 | 318 | 0.17% | 0.18% | 725 | +16 | 1.39% | Q1 2026 | May 13, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 1,170 | 318 | 0.06% | 0.05% | 724 | +2 | 0.17% | Q1 2026 | May 11, 2026 |
| Berger Financial Group, Inc | History | Reduced | 1,162 | 316 | 0.02% | 0.02% | 726 | -6 | -0.51% | Q1 2026 | Apr 28, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 1,154 | 314 | 0.22% | 0.23% | 727 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 1,149 | 313 | 0.04% | 0.05% | 728 | -200 | -14.83% | Q1 2026 | Apr 17, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 1,143 | 311 | 0.1% | 0.11% | 729 | -32 | -2.72% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,145 | 311 | 0.1% | 0.11% | 730 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ballew Advisors, Inc | History | No change | 1,115 | 309 | 0.17% | 0.18% | 731 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 1,389 | 308 | 0.06% | 0.06% | 732 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 1,128 | 307 | 0.04% | 0.04% | 737 | +328 | 41.0% | Q1 2026 | May 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 1,128 | 307 | 0.03% | 0.03% | 736 | -46 | -3.92% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 1,129 | 307 | 0.02% | 0.02% | 735 | +26 | 2.36% | Q1 2026 | Apr 29, 2026 |
| Compass Advisory Group LLC | History | Added to | 1,131 | 307 | 0.08% | 0.09% | 734 | +4 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,128 | 307 | 0.02% | 0.02% | 733 | +1 | 0.09% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,126 | 306 | 0.01% | 0.01% | 738 | -13 | -1.14% | Q1 2026 | Apr 29, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 1,125 | 306 | 0.03% | 0.03% | 739 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Salus Financial Advisors, LLC | History | No change | 1,126 | 306 | 0.18% | 0.19% | 740 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 1,123 | 305 | 0.0% | 0.0% | 741 | -162 | -12.61% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Added to | 1,119 | 304 | 0.02% | 0.02% | 743 | +10 | 0.9% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,119 | 304 | 0.02% | 0.02% | 742 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 1,116 | 303 | 0.18% | 0.2% | 745 | -20 | -1.76% | Q1 2026 | Apr 21, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 1,115 | 303 | 0.05% | 0.05% | 744 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CHOREO, LLC | History | Reduced | 1,112 | 302 | 0.0% | 0.01% | 746 | -376 | -25.27% | Q1 2026 | May 12, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,106 | 301 | 0.15% | 0.16% | 747 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 1,105 | 300 | 0.19% | 0.19% | 748 | +4 | 0.36% | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 1,101 | 299 | 0.0% | 0.0% | 751 | -2,176 | -66.4% | Q1 2026 | May 14, 2026 |
| Capital Squared Financial LLC | History | Reduced | 1,099 | 299 | 0.23% | 0.34% | 752 | -428 | -28.03% | Q1 2026 | May 01, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 1,099 | 299 | 0.02% | 0.02% | 749 | +59 | 5.67% | Q1 2026 | Apr 28, 2026 |
| Private Advisory Group LLC | History | No change | 1,098 | 299 | 0.02% | 0.02% | 750 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DUTCH ASSET Corp | History | New | 1,095 | 298 | 0.2% | — | 755 | +1,095 | New | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 1,097 | 298 | 0.02% | 0.02% | 753 | -36 | -3.18% | Q1 2026 | May 12, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 1,098 | 298 | 0.17% | 0.17% | 754 | -22 | -1.96% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | No change | 1,091 | 297 | 0.03% | 0.03% | 756 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Park Edge Advisors, LLC | History | No change | 1,091 | 297 | 0.07% | 0.07% | 757 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Procyon Advisors, LLC | History | No change | 1,086 | 295 | 0.01% | 0.02% | 758 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 1,085 | 295 | 0.03% | 0.03% | 759 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 1,075 | 292 | 0.07% | 0.08% | 760 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 1,074 | 292 | 0.02% | 0.02% | 761 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,066 | 290 | 0.01% | 0.01% | 762 | +114 | 11.97% | Q1 2026 | Apr 07, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 1,062 | 289 | 0.08% | 0.09% | 763 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,063 | 289 | 0.09% | 0.1% | 764 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Compass Financial Group, INC/SD | History | No change | 1,064 | 289 | 0.04% | 0.04% | 765 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Callahan Advisors, LLC | History | No change | 1,061 | 288 | 0.02% | 0.03% | 766 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 1,054 | 287 | 0.01% | — | 768 | +1,054 | New | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | No change | 1,055 | 287 | 0.02% | 0.02% | 767 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,049 | 286 | 0.0% | 0.0% | 769 | -325 | -23.65% | Q1 2026 | May 06, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 1,048 | 285 | 0.06% | 0.06% | 770 | +35 | 3.46% | Q1 2026 | May 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 1,049 | 285 | 0.18% | 0.2% | 772 | +1 | 0.1% | Q1 2026 | Apr 10, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 1,050 | 285 | 0.17% | 0.18% | 771 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 1,044 | 284 | 0.04% | 0.04% | 773 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,038 | 282 | 0.01% | 0.01% | 774 | +201 | 24.01% | Q1 2026 | May 14, 2026 |
| Pacific Asset Management, LLC | History | No change | 1,038 | 282 | 0.16% | 0.18% | 775 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 1,034 | 281 | 0.01% | 0.01% | 776 | +107 | 11.54% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,034 | 281 | 0.01% | 0.01% | 778 | -78 | -7.01% | Q1 2026 | May 04, 2026 |
| Faithward Advisors, LLC | History | Added to | 1,034 | 281 | 0.04% | 0.04% | 777 | +4 | 0.39% | Q1 2026 | Apr 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,052 | 280 | 0.02% | 0.02% | 779 | -203 | -16.18% | Q1 2026 | Apr 24, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 1,032 | 280 | 0.04% | 0.04% | 780 | -4 | -0.39% | Q1 2026 | May 04, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 1,024 | 279 | 0.14% | 0.15% | 783 | +1 | 0.1% | Q1 2026 | Apr 22, 2026 |
| Rossmore Private Capital | History | No change | 1,025 | 279 | 0.02% | 0.03% | 781 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| London & Capital Asset Management Ltd | History | No change | 1,025 | 279 | 0.0% | 0.0% | 782 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gainplan LLC | History | No change | 1,024 | 278 | 0.21% | 0.11% | 784 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 1,020 | 277 | 0.01% | 0.02% | 786 | -44 | -4.14% | Q1 2026 | Apr 08, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,010 | 277 | 0.02% | 0.02% | 785 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,016 | 276 | 0.0% | 0.01% | 787 | +103 | 11.28% | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,008 | 274 | 0.0% | 0.0% | 788 | +77 | 8.27% | Q1 2026 | Apr 07, 2026 |
| KLCM Advisors, Inc. | History | No change | 1,000 | 272 | 0.02% | 0.02% | 789 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 1,000 | 272 | 0.18% | 0.19% | 790 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 999 | 271 | 0.02% | 0.03% | 791 | -263 | -20.84% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 996 | 271 | 0.02% | 0.02% | 792 | -50 | -4.78% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Added to | 990 | 269 | 0.01% | 0.01% | 793 | +261 | 35.8% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | Reduced | 991 | 269 | 0.0% | 0.0% | 794 | -226 | -18.57% | Q1 2026 | May 12, 2026 |
| Lansing Street Advisors | History | Reduced | 985 | 268 | 0.07% | 0.07% | 797 | -33 | -3.24% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 987 | 268 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 985 | 268 | 0.1% | 0.1% | 796 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| McAdam, LLC | History | Added to | 981 | 267 | 0.01% | 0.01% | 798 | +47 | 5.03% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 967 | 263 | 0.02% | 0.02% | 799 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Co / SC | History | Added to | 964 | 262 | 0.04% | 0.03% | 801 | +200 | 26.18% | Q1 2026 | May 12, 2026 |
| Capital Square, LLC | History | Added to | 974 | 262 | 0.12% | 0.14% | 800 | +22 | 2.31% | Q1 2026 | May 11, 2026 |
| Richmond Investment Services, LLC | History | Added to | 957 | 260 | 0.04% | 0.05% | 804 | +40 | 4.36% | Q1 2026 | Apr 29, 2026 |
| Leo Wealth, LLC | History | Reduced | 956 | 260 | 0.02% | 0.02% | 802 | -39 | -3.92% | Q1 2026 | May 05, 2026 |
| Miller Financial Services LLC | History | No change | 958 | 260 | 0.28% | 0.32% | 803 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Brooklyn Investment Group | History | New | 947 | 257 | 0.01% | — | 805 | +947 | New | Q1 2026 | Apr 29, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 941 | 256 | 0.02% | 0.02% | 806 | -10 | -1.05% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | Reduced | 939 | 255 | 0.01% | 0.01% | 808 | -46 | -4.67% | Q1 2026 | Apr 21, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 939 | 255 | 0.08% | 0.08% | 807 | +1 | 0.11% | Q1 2026 | Apr 21, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 933 | 254 | 0.18% | 0.19% | 810 | -10 | -1.06% | Q1 2026 | May 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 935 | 254 | 0.02% | 0.03% | 809 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| D.B. Root & Company, LLC | History | No change | 932 | 253 | 0.06% | 0.07% | 811 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lynx Investment Advisory | History | Added to | 926 | 252 | 0.12% | 0.14% | 812 | +4 | 0.43% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 923 | 251 | 0.0% | 0.01% | 813 | -579 | -38.55% | Q1 2026 | May 11, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 925 | 251 | 0.02% | 0.03% | 814 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 918 | 249 | 0.02% | 0.03% | 815 | -296 | -24.38% | Q1 2026 | May 01, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 915 | 249 | 0.12% | 0.12% | 817 | +50 | 5.78% | Q1 2026 | Apr 08, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 912 | 249 | 0.05% | 0.06% | 816 | +2 | 0.22% | Q1 2026 | Apr 08, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 911 | 248 | 0.11% | 0.1% | 821 | +171 | 23.11% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | Reduced | 913 | 248 | 0.0% | 0.0% | 820 | -48 | -4.99% | Q1 2026 | May 01, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 913 | 248 | 0.03% | 0.04% | 819 | +1 | 0.11% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | No change | 911 | 248 | 0.04% | 0.04% | 818 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 909 | 247 | 0.01% | 0.02% | 822 | -1,341 | -59.6% | Q1 2026 | May 15, 2026 |
| RVW Wealth, LLC | History | Reduced | 905 | 246 | 0.02% | 0.02% | 823 | -52 | -5.43% | Q1 2026 | Apr 08, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 903 | 245 | 0.11% | 0.12% | 825 | +3 | 0.33% | Q1 2026 | Apr 24, 2026 |
| Trek Financial, LLC | History | No change | 903 | 245 | 0.01% | 0.02% | 824 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | New | 899 | 244 | 0.0% | — | 829 | +899 | New | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Added to | 896 | 244 | 0.01% | 0.01% | 827 | +122 | 15.76% | Q1 2026 | May 14, 2026 |
| NavPoint Financial, Inc. | History | Added to | 897 | 244 | 0.1% | 0.11% | 828 | +3 | 0.34% | Q1 2026 | Apr 24, 2026 |
| Calamos Wealth Management LLC | History | No change | 899 | 244 | 0.01% | 0.01% | 826 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | New | 894 | 243 | 0.02% | — | 833 | +894 | New | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 916 | 243 | 0.01% | 0.01% | 832 | +365 | 66.24% | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | No change | 894 | 243 | 0.01% | 0.01% | 830 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Planned Solutions, Inc. | History | No change | 895 | 243 | 0.08% | 0.08% | 831 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Calder Financial LLC | History | Added to | 881 | 241 | 0.24% | 0.25% | 834 | +2 | 0.23% | Q1 2026 | Apr 07, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 879 | 239 | 0.01% | 0.01% | 835 | +40 | 4.77% | Q1 2026 | Apr 29, 2026 |
| LOM Asset Management Ltd | History | No change | 876 | 238 | 0.07% | 0.07% | 836 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Burford Brothers, Inc. | History | New | 874 | 237 | 0.1% | — | 838 | +874 | New | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 871 | 237 | 0.02% | 0.02% | 837 | -67 | -7.14% | Q1 2026 | May 05, 2026 |
| Financial Partners Group, Inc | History | No change | 868 | 236 | 0.03% | 0.03% | 839 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 866 | 235 | 0.01% | 0.01% | 840 | -195 | -18.38% | Q1 2026 | May 11, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 862 | 234 | 0.35% | 2.05% | 842 | -3,853 | -81.72% | Q1 2026 | May 05, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 861 | 234 | 0.15% | 0.16% | 841 | -15 | -1.71% | Q1 2026 | Apr 24, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 854 | 232 | 0.07% | 0.1% | 843 | -261 | -23.41% | Q1 2026 | Apr 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 850 | 231 | 0.0% | 0.0% | 845 | +58 | 7.32% | Q1 2026 | Apr 20, 2026 |
| Sankala Group LLC | History | Reduced | 864 | 231 | 0.19% | 0.2% | 846 | -5 | -0.58% | Q1 2026 | Mar 31, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 850 | 231 | 0.02% | 0.02% | 844 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MRWM Advisors, LLC | History | No change | 847 | 230 | 0.12% | 0.13% | 847 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hikari Power Ltd | History | Reduced | 840 | 229 | 0.02% | 0.22% | 848 | -8,740 | -91.23% | Q1 2026 | Apr 29, 2026 |
| BANQUE PICTET & CIE SA | History | New | 842 | 229 | 0.0% | — | 850 | +842 | New | Q1 2026 | Apr 14, 2026 |
| Red Door Wealth Management, LLC | History | No change | 844 | 229 | 0.02% | 0.03% | 849 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SEI INVESTMENTS CO | History | Added to | 840 | 228 | 0.0% | 0.0% | 851 | +101 | 13.67% | Q1 2026 | May 13, 2026 |
| Columbia Asset Management | History | No change | 840 | 228 | 0.04% | 0.04% | 852 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 835 | 227 | 0.01% | 0.01% | 853 | -217 | -20.63% | Q1 2026 | Apr 28, 2026 |
| Advisor OS, LLC | History | Reduced | 837 | 227 | 0.02% | 0.02% | 854 | -34 | -3.9% | Q1 2026 | May 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 832 | 226 | 0.12% | 0.02% | 856 | +699 | 525.56% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 833 | 226 | 0.01% | 0.01% | 855 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 827 | 225 | 0.02% | 0.01% | 857 | +519 | 168.51% | Q1 2026 | May 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 826 | 224 | 0.02% | 0.02% | 858 | -558 | -40.32% | Q1 2026 | May 21, 2026 |
| Next Level Private LLC | History | Added to | 826 | 224 | 0.05% | 0.06% | 859 | +3 | 0.36% | Q1 2026 | Apr 23, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 816 | 222 | 0.04% | 0.05% | 860 | -224 | -21.54% | Q1 2026 | May 12, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 815 | 222 | 0.11% | 0.12% | 863 | +21 | 2.64% | Q1 2026 | Apr 21, 2026 |
| Resolute Advisors LLC | History | Added to | 817 | 222 | 0.09% | 0.08% | 861 | +3 | 0.37% | Q1 2026 | May 07, 2026 |
| LifeSteps Financial, Inc. | History | No change | 818 | 222 | 0.14% | 0.15% | 862 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 815 | 221 | 0.0% | 0.01% | 864 | -229 | -21.93% | Q1 2026 | Apr 27, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 814 | 221 | 0.1% | 0.11% | 866 | -148 | -15.38% | Q1 2026 | Apr 28, 2026 |
| Beacon Capital Management, LLC | History | Added to | 815 | 221 | 0.04% | 0.04% | 865 | +3 | 0.37% | Q1 2026 | May 11, 2026 |
| Redwood Financial Network Corp | History | Reduced | 810 | 220 | 0.14% | 0.22% | 867 | -384 | -32.16% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 808 | 220 | 0.02% | 0.02% | 868 | -50 | -5.83% | Q1 2026 | Apr 27, 2026 |
| Kera Capital Partners, Inc. | History | No change | 808 | 220 | 0.03% | 0.03% | 869 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Activest Wealth Management | History | No change | 802 | 218 | 0.04% | 0.04% | 870 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 798 | 217 | 0.01% | — | 875 | +798 | New | Q1 2026 | Apr 27, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 798 | 217 | 0.05% | 0.07% | 872 | -302 | -27.45% | Q1 2026 | May 11, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 800 | 217 | 0.09% | 0.1% | 873 | +1 | 0.13% | Q1 2026 | Apr 23, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 800 | 217 | 0.02% | 0.02% | 871 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EJMK Ventures LLC | History | No change | 800 | 217 | 0.12% | 0.14% | 874 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lafayette Investments, Inc. | History | New | 795 | 216 | 0.04% | — | 876 | +795 | New | Q1 2026 | Apr 27, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 745 | 215 | 0.15% | 0.14% | 877 | -10 | -1.32% | Q1 2026 | Apr 16, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 790 | 215 | 0.06% | 0.07% | 878 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Evercore Wealth Management, LLC | History | No change | 788 | 214 | 0.0% | 0.0% | 879 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 777 | 211 | 0.01% | 0.04% | 880 | -4,980 | -86.5% | Q1 2026 | Apr 21, 2026 |
| MKT Advisors LLC | History | No change | 774 | 211 | 0.07% | 0.08% | 881 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Centric Wealth Management | History | No change | 775 | 210 | 0.04% | 0.05% | 882 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 765 | 208 | 0.03% | 0.03% | 883 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 760 | 207 | 0.13% | 0.14% | 884 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 760 | 206 | 0.03% | 0.03% | 886 | -46 | -5.71% | Q1 2026 | Apr 24, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 759 | 206 | 0.06% | 0.07% | 887 | -3 | -0.39% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 758 | 206 | 0.01% | 0.01% | 885 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 757 | 206 | 0.01% | 0.01% | 888 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 750 | 204 | 0.12% | — | 890 | +750 | New | Q1 2026 | May 13, 2026 |
| SNS Financial Group, LLC | History | No change | 750 | 204 | 0.02% | 0.02% | 889 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Richard C. Young & CO., LTD. | History | New | 748 | 203 | 0.02% | — | 892 | +748 | New | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | No change | 746 | 203 | 0.0% | 0.0% | 891 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 745 | 202 | 0.03% | 0.03% | 893 | +20 | 2.76% | Q1 2026 | Apr 16, 2026 |
| Heritage Trust Co | History | No change | 740 | 201 | 0.02% | 0.02% | 894 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 735 | 200 | 0.03% | 0.03% | 895 | -90 | -10.91% | Q1 2026 | Apr 16, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 725 | 197 | 0.01% | 0.01% | 896 | -40 | -5.23% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 710 | 193 | 0.15% | 0.17% | 897 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 702 | 191 | 0.03% | 0.04% | 898 | -34 | -4.62% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 646 | 175 | 0.02% | 0.02% | 899 | -85 | -11.63% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 606 | 166 | 0.01% | 0.01% | 900 | -46 | -7.06% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 603 | 164 | 0.02% | 0.02% | 901 | -33 | -5.19% | Q1 2026 | Apr 28, 2026 |
| Progressive Investment Management Corp | History | No change | 600 | 163 | 0.04% | 0.04% | 902 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BAYBAN | History | Reduced | 586 | 159 | 0.14% | 0.2% | 903 | -201 | -25.54% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 577 | 157 | 0.01% | 0.0% | 904 | +99 | 20.71% | Q1 2026 | May 15, 2026 |
| Missouri Trust & Investment Co | History | No change | 572 | 155 | 0.05% | 0.05% | 905 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 570 | 155 | 0.13% | 0.14% | 906 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| S.A. Mason LLC | History | No change | 564 | 153 | 0.06% | 0.06% | 907 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 549 | 149 | 0.0% | 0.0% | 908 | -9 | -1.61% | Q1 2026 | May 14, 2026 |
| Rice Partnership, LLC | History | No change | 548 | 149 | 0.02% | 0.02% | 909 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunrise Financial Services, LLC | History | No change | 545 | 148 | 0.1% | 0.12% | 910 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Stelac Advisory Services LLC | History | No change | 531 | 144 | 0.03% | 0.05% | 911 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 494 | 142 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 515 | 140 | 0.05% | 0.05% | 913 | -2 | -0.39% | Q1 2026 | Apr 29, 2026 |
| Heritage Wealth Advisors | History | No change | 512 | 139 | 0.01% | 0.01% | 914 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 509 | 138 | 0.0% | 0.0% | 915 | +15 | 3.04% | Q1 2026 | Apr 20, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 510 | 138 | 0.02% | 0.02% | 916 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Orion Capital Management LLC | History | No change | 500 | 136 | 0.05% | 0.05% | 917 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | New | 489 | 133 | 0.03% | — | 918 | +489 | New | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | No change | 470 | 127 | 0.05% | 0.05% | 919 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 464 | 126 | 0.05% | 0.05% | 920 | +1 | 0.22% | Q1 2026 | Apr 17, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 457 | 124 | 0.06% | 0.06% | 921 | -13 | -2.77% | Q1 2026 | May 12, 2026 |
| EPG Wealth Management LLC | History | Added to | 453 | 123 | 0.03% | 0.03% | 922 | +1 | 0.22% | Q1 2026 | May 07, 2026 |
| Acropolis Investment Management, LLC | History | New | 445 | 121 | 0.01% | — | 923 | +445 | New | Q1 2026 | Apr 09, 2026 |
| Key FInancial Inc | History | No change | 431 | 117 | 0.02% | 0.02% | 924 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 425 | 116 | 0.04% | 0.04% | 925 | -10 | -2.3% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 422 | 114 | 0.0% | 0.0% | 926 | -16 | -3.65% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | No change | 419 | 114 | 0.02% | 0.03% | 927 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | No change | 418 | 113 | 0.06% | 0.07% | 928 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 411 | 111 | 0.01% | 0.01% | 929 | -9 | -2.14% | Q1 2026 | Apr 29, 2026 |
| Fairscale Capital, LLC | History | No change | 408 | 111 | 0.08% | 0.08% | 930 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 404 | 110 | 0.03% | 0.02% | 931 | +85 | 26.65% | Q1 2026 | Apr 03, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 395 | 108 | 0.01% | 0.01% | 932 | -125 | -24.04% | Q1 2026 | May 21, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 398 | 108 | 0.07% | 0.07% | 933 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | No change | 390 | 106 | 0.0% | 0.0% | 934 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Davis Capital Management | History | No change | 380 | 103 | 0.07% | 0.08% | 935 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 376 | 102 | 0.03% | 0.04% | 936 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 376 | 102 | 0.01% | 0.01% | 937 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 373 | 101 | 0.07% | 0.09% | 938 | -53 | -12.44% | Q1 2026 | Apr 17, 2026 |
| NBT BANK N A /NY | History | Added to | 348 | 94 | 0.01% | 0.01% | 939 | +60 | 20.83% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 340 | 92 | 0.01% | 0.01% | 940 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 340 | 92 | 0.02% | 0.02% | 941 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 332 | 90 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SITTNER & NELSON, LLC | History | No change | 327 | 89 | 0.03% | 0.03% | 943 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Piscataqua Savings Bank | History | No change | 329 | 89 | 0.06% | 0.07% | 944 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 327 | 89 | 0.01% | 0.01% | 945 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 319 | 87 | 0.04% | 0.04% | 946 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PlanVest Financial, Inc | History | New | 318 | 86 | 0.07% | — | 948 | +318 | New | Q1 2026 | May 14, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 314 | 86 | 0.01% | 0.01% | 947 | +5 | 1.62% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 314 | 85 | 0.02% | 0.02% | 949 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| High Point Wealth Management, LLC | History | Added to | 311 | 84 | 0.08% | 0.08% | 951 | +2 | 0.65% | Q1 2026 | Apr 08, 2026 |
| Y.D. More Investments Ltd | History | No change | 310 | 84 | 0.0% | 0.0% | 950 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 308 | 83 | 0.01% | — | 952 | +308 | New | Q1 2026 | Apr 09, 2026 |
| Minot DeBlois Advisors LLC | History | New | 299 | 81 | 0.07% | — | 955 | +299 | New | Q1 2026 | May 08, 2026 |
| Clean Yield Group | History | No change | 300 | 81 | 0.02% | 0.02% | 953 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Citizens National Bank Trust Department | History | No change | 298 | 81 | 0.01% | 0.01% | 954 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 297 | 80 | 0.02% | 0.02% | 956 | -3 | -1.0% | Q1 2026 | Apr 15, 2026 |
| Triumph Capital Management | History | No change | 289 | 78 | 0.02% | 0.02% | 957 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NVWM, LLC | History | No change | 275 | 74 | 0.02% | 0.02% | 958 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | No change | 275 | 74 | 0.0% | 0.0% | 959 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 268 | 72 | 0.01% | 0.01% | 960 | +1 | 0.37% | Q1 2026 | May 20, 2026 |
| Founders Capital Management | History | No change | 259 | 70 | 0.03% | 0.04% | 961 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 260 | 70 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pflug Koory, LLC | History | No change | 257 | 69 | 0.03% | 0.03% | 963 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 240 | 69 | 0.02% | 0.02% | 964 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 251 | 68 | 0.0% | 0.01% | 965 | -423 | -62.76% | Q1 2026 | May 05, 2026 |
| Front Row Advisors LLC | History | No change | 250 | 68 | 0.02% | 0.02% | 966 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Crewe Advisors LLC | History | No change | 250 | 68 | 0.01% | 0.01% | 967 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITY HOLDING CO | History | No change | 248 | 67 | 0.01% | 0.01% | 968 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 238 | 65 | 0.02% | 0.05% | 969 | -459 | -65.85% | Q1 2026 | May 06, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 238 | 64 | 0.01% | 0.01% | 970 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 475 | 63 | 0.08% | 0.07% | 971 | +295 | 163.89% | Q1 2026 | Apr 29, 2026 |
| MCF Advisors LLC | History | Added to | 225 | 61 | 0.0% | 0.0% | 972 | +25 | 12.5% | Q1 2026 | May 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 225 | 61 | 0.01% | 0.02% | 973 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ankerstar Wealth, LLC | History | No change | 227 | 61 | 0.06% | 0.06% | 974 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 219 | 59 | 0.02% | — | 975 | +219 | New | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 217 | 59 | 0.0% | — | 976 | +217 | New | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 207 | 56 | 0.0% | 0.0% | 977 | -10 | -4.61% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 207 | 56 | 0.0% | 0.0% | 978 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 198 | 56 | 0.02% | 0.02% | 979 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strive Financial Group ,LLC | History | No change | 200 | 54 | 0.03% | 0.03% | 980 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | Added to | 197 | 53 | 0.01% | 0.01% | 981 | +1 | 0.51% | Q1 2026 | May 11, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 193 | 52 | 0.07% | 0.07% | 982 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 180 | 49 | 0.02% | 0.02% | 983 | -1 | -0.55% | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Management LLC | History | No change | 182 | 49 | 0.04% | 0.05% | 984 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 177 | 48 | 0.04% | 0.04% | 986 | +9 | 5.36% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 179 | 48 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 175 | 47 | 0.0% | 0.0% | 987 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 169 | 46 | 0.0% | 0.0% | 988 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 168 | 45 | 0.0% | — | 989 | +168 | New | Q1 2026 | May 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 154 | 44 | 0.01% | 0.01% | 990 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hamrick Investment Counsel, llc | History | New | 160 | 43 | 0.02% | — | 992 | +160 | New | Q1 2026 | May 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 160 | 43 | 0.0% | 0.01% | 991 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Align Financial, LLC | History | Reduced | 155 | 42 | 0.02% | 0.03% | 993 | -44,187 | -99.65% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 152 | 41 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 150 | 40 | 0.0% | — | 997 | +150 | New | Q1 2026 | Apr 27, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 145 | 40 | 0.01% | 0.01% | 995 | -47 | -24.48% | Q1 2026 | Apr 15, 2026 |
| Seneschal Advisors, LLC | History | No change | 150 | 40 | 0.03% | 0.03% | 996 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hilltop National Bank | History | Reduced | 144 | 39 | 0.01% | 0.01% | 998 | -7 | -4.64% | Q1 2026 | Apr 02, 2026 |
| Aviso Financial Inc. | History | Reduced | 140 | 38 | 0.0% | 0.0% | 1001 | -182 | -56.52% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 140 | 38 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 142 | 38 | 0.01% | 0.01% | 1000 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Banque Cantonale Vaudoise | History | No change | 131 | 36 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SouthState Bank Corp | History | Added to | 130 | 35 | 0.0% | 0.0% | 1003 | +14 | 12.07% | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 131 | 35 | 0.0% | 0.01% | 1004 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Roxbury Financial LLC | History | No change | 130 | 35 | 0.03% | 0.03% | 1005 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tidemark, LLC | History | Reduced | 125 | 34 | 0.01% | 0.01% | 1007 | -31 | -19.87% | Q1 2026 | May 07, 2026 |
| Costello Asset Management, INC | History | No change | 128 | 34 | 0.01% | 0.01% | 1006 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ATWOOD & PALMER INC | History | No change | 121 | 32 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Scarborough Advisors, LLC | History | No change | 119 | 32 | 0.0% | 0.01% | 1009 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Security National Bank | History | No change | 114 | 31 | 0.0% | 0.0% | 1010 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Paladin Advisory Group, LLC | History | No change | 112 | 30 | 0.02% | 0.02% | 1011 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 110 | 29 | 0.01% | 0.01% | 1012 | -5 | -4.35% | Q1 2026 | May 13, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 103 | 28 | 0.01% | 0.01% | 1013 | -1 | -0.96% | Q1 2026 | May 01, 2026 |
| Smithfield Trust Co | History | No change | 100 | 27 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lavaca Capital LLC | History | No change | 100 | 27 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | Reduced | 99 | 26 | 0.0% | 0.0% | 1016 | -6 | -5.71% | Q1 2026 | May 05, 2026 |
| BankPlus Trust Department | History | No change | 91 | 24 | 0.01% | 0.01% | 1017 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 88 | 23 | 0.01% | — | 1018 | +88 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 88 | 23 | 0.01% | — | 1020 | +88 | New | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 85 | 23 | 0.0% | — | 1019 | +85 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 82 | 22 | 0.0% | 0.0% | 1021 | -45 | -35.43% | Q1 2026 | Apr 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 83 | 22 | 0.0% | 0.01% | 1022 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | No change | 80 | 21 | 0.0% | 0.0% | 1023 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JDM Financial Group LLC | History | No change | 80 | 21 | 0.01% | 0.01% | 1024 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 75 | 20 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HOEY INVESTMENTS, INC | History | New | 73 | 19 | 0.0% | — | 1028 | +73 | New | Q1 2026 | Apr 28, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 73 | 19 | 0.01% | 0.01% | 1026 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 69 | 19 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 69 | 18 | 0.0% | — | 1030 | +69 | New | Q1 2026 | Apr 28, 2026 |
| Tower View Wealth Management LLC | History | No change | 69 | 18 | 0.01% | 0.01% | 1029 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Truvestments Capital LLC | History | New | 64 | 17 | 0.0% | — | 1035 | +64 | New | Q1 2026 | May 13, 2026 |
| First Pacific Financial | History | Added to | 65 | 17 | 0.0% | — | 1033 | +63 | 3150.0% | Q1 2026 | Apr 23, 2026 |
| COUNTRY TRUST BANK | History | No change | 64 | 17 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mascoma Wealth Management LLC | History | No change | 65 | 17 | 0.0% | 0.0% | 1032 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| United Community Bank | History | No change | 66 | 17 | 0.01% | 0.01% | 1034 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Main Street Group, LTD | History | New | 62 | 16 | 0.0% | — | 1037 | +62 | New | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | Added to | 60 | 16 | 0.0% | 0.0% | 1036 | +36 | 150.0% | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 57 | 15 | 0.0% | — | 1039 | +57 | New | Q1 2026 | May 08, 2026 |
| CNB Bank | History | No change | 56 | 15 | 0.01% | 0.01% | 1038 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Napier Financial, LLC | History | New | 54 | 14 | 0.0% | — | 1044 | +54 | New | Q1 2026 | May 05, 2026 |
| Caitlin John, LLC | History | No change | 52 | 14 | 0.01% | 0.01% | 1040 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 53 | 14 | 0.01% | 0.01% | 1041 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EFG International AG | History | No change | 53 | 14 | 0.0% | 0.0% | 1042 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 55 | 14 | 0.01% | 0.01% | 1043 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Reduced | 49 | 13 | 0.0% | 0.01% | 1046 | -50 | -50.51% | Q1 2026 | Apr 03, 2026 |
| Financial Management Professionals, Inc. | History | No change | 50 | 13 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 50 | 13 | 0.01% | 0.01% | 1047 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Reduced | 46 | 12 | 0.0% | 0.0% | 1048 | -102 | -68.92% | Q1 2026 | Apr 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 45 | 12 | 0.0% | 0.0% | 1049 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 45 | 12 | 0.0% | 0.0% | 1050 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 46 | 12 | 0.0% | 0.0% | 1051 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 41 | 11 | 0.0% | 0.0% | 1052 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 42 | 11 | 0.01% | 0.01% | 1053 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 36 | 10 | 0.0% | 0.0% | 1054 | -1 | -2.7% | Q1 2026 | May 01, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 39 | 10 | 0.0% | 0.0% | 1055 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Reduced | 36 | 9 | 0.0% | 0.01% | 1057 | -73 | -66.97% | Q1 2026 | Apr 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 33 | 9 | 0.0% | 0.01% | 1056 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 28 | 8 | 0.0% | 0.0% | 1058 | +13 | 86.67% | Q1 2026 | May 05, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 27 | 7 | 0.0% | 0.01% | 1060 | -263 | -90.69% | Q1 2026 | May 11, 2026 |
| Financial Connections Group, Inc. | History | New | 28 | 7 | 0.0% | — | 1063 | +28 | New | Q1 2026 | May 01, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 29 | 7 | 0.0% | 0.0% | 1059 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 26 | 7 | 0.0% | 0.0% | 1061 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 29 | 7 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Versant Capital Management, Inc | History | No change | 24 | 6 | 0.0% | 0.0% | 1064 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 25 | 6 | 0.0% | 0.0% | 1065 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Accordant Advisory Group Inc | History | No change | 25 | 6 | 0.0% | 0.0% | 1066 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 25 | 6 | 0.0% | 0.0% | 1067 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Crews Bank & Trust | History | No change | 25 | 6 | 0.0% | 0.0% | 1068 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 24 | 6 | 0.0% | 0.0% | 1069 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| United Financial Planning Group LLC | History | New | 19 | 5 | 0.0% | — | 1073 | +19 | New | Q1 2026 | May 08, 2026 |
| Silicon Valley Capital Partners | History | No change | 21 | 5 | 0.0% | 0.0% | 1070 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Global Trust Asset Management, LLC | History | No change | 19 | 5 | 0.0% | 0.0% | 1071 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Nemes Rush Group LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 1072 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 4 | 0.0% | — | 1076 | +17 | New | Q1 2026 | May 15, 2026 |
| Advocate Investing Services LLC | History | New | 16 | 4 | 0.0% | — | 1077 | +16 | New | Q1 2026 | Apr 22, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 17 | 4 | 0.0% | 0.0% | 1074 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 18 | 4 | 0.0% | 0.0% | 1075 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | No change | 13 | 3 | 0.0% | 0.0% | 1078 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 1079 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 8 | 2 | 0.0% | 0.0% | 1082 | +4 | 100.0% | Q1 2026 | May 06, 2026 |
| WFA of San Diego, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 1080 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Red Tortoise LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 1081 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 1083 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WPG Advisers, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 1084 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Key Capital Management, INC | History | No change | 10 | 2 | 0.0% | 0.0% | 1085 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PFS Partners, LLC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 1090 | -16 | -72.73% | Q1 2026 | Apr 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 1086 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 1087 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Avion Wealth | History | No change | 5 | 1 | 0.0% | 0.0% | 1088 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | No change | 3 | 1 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CrossGen Wealth, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 1091 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -31,508 | -100.0% | Q1 2026 | May 14, 2026 |
| Kinloch Capital, LLC | History | Closed out | 0 | 0 | — | 2.75% | — | -22,180 | -100.0% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,840 | -100.0% | Q1 2026 | May 11, 2026 |
| Union Bancaire Privee, UBP SA | History | Closed out | 0 | 0 | — | 0.05% | — | -19,733 | -100.0% | Q1 2026 | Apr 22, 2026 |
| VMS Asset Management Limited | History | Closed out | 0 | 0 | — | 2.19% | — | -19,733 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,920 | -100.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -14,375 | -100.0% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,560 | -100.0% | Q1 2026 | May 14, 2026 |
| Axiom Financial Strategies, LLC | History | Closed out | 0 | 0 | — | 1.49% | — | -12,295 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -12,262 | -100.0% | Q1 2026 | May 07, 2026 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -10,312 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,076 | -100.0% | Q1 2026 | May 04, 2026 |
| CORDA Investment Management, LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -6,960 | -100.0% | Q1 2026 | May 04, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.18% | — | -6,810 | -100.0% | Q1 2026 | Apr 24, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Closed out | 0 | 0 | — | 2.07% | — | -5,579 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,553 | -100.0% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,450 | -100.0% | Q1 2026 | May 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,907 | -100.0% | Q1 2026 | Apr 13, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,565 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Triton Financial Group Inc | History | Closed out | 0 | 0 | — | 0.65% | — | -3,416 | -100.0% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,267 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -2,444 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.52% | — | -2,348 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.18% | — | -2,347 | -100.0% | Q1 2026 | May 12, 2026 |
| Fortis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -2,332 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,944 | -100.0% | Q1 2026 | May 20, 2026 |
| Quantum Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,860 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,785 | -100.0% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,754 | -100.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,618 | -100.0% | Q1 2026 | May 12, 2026 |
| Crescent Grove Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,386 | -100.0% | Q1 2026 | May 06, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,375 | -100.0% | Q1 2026 | May 14, 2026 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,249 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,193 | -100.0% | Q1 2026 | May 11, 2026 |
| Fairvoy Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -971 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -928 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -887 | -100.0% | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -881 | -100.0% | Q1 2026 | May 12, 2026 |
| Greenline Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -844 | -100.0% | Q1 2026 | May 15, 2026 |
| Teamwork Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -825 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -820 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -806 | -100.0% | Q1 2026 | May 14, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -786 | -100.0% | Q1 2026 | Apr 20, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Closed out | 0 | 0 | — | 0.02% | — | -784 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Bay Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -780 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Bravias Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -778 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -766 | -100.0% | Q1 2026 | May 04, 2026 |
| Hudson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -762 | -100.0% | Q1 2026 | Apr 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -757 | -100.0% | Q1 2026 | May 08, 2026 |
| Pasadena Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -751 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -748 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -739 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -731 | -100.0% | Q1 2026 | May 04, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -730 | -100.0% | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -728 | -100.0% | Q1 2026 | May 04, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -726 | -100.0% | Q1 2026 | May 11, 2026 |
| Flagship Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -721 | -100.0% | Q1 2026 | Apr 24, 2026 |
| EQUITABLE TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -718 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Briaud Financial Planning Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -716 | -100.0% | Q1 2026 | Apr 10, 2026 |
| BlueStem Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -716 | -100.0% | Q1 2026 | May 07, 2026 |
| Linscomb Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -714 | -100.0% | Q1 2026 | May 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Closed out | 0 | 0 | — | 0.01% | — | -710 | -100.0% | Q1 2026 | May 12, 2026 |
| Bell Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -710 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cypress Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -708 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MBL Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -707 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -705 | -100.0% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -704 | -100.0% | Q1 2026 | May 15, 2026 |
| Poehling Capital Management, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -700 | -100.0% | Q1 2026 | Apr 21, 2026 |
| VeraBank, N.A. | History | Closed out | 0 | 0 | — | 0.04% | — | -700 | -100.0% | Q1 2026 | May 11, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -698 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Somerset Trust Co | History | Closed out | 0 | 0 | — | 0.06% | — | -697 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -330 | -100.0% | Q1 2026 | May 15, 2026 |
| Holos Integrated Wealth LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -308 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q1 2026 | May 12, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -240 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -234 | -100.0% | Q1 2026 | May 01, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -220 | -100.0% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -165 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -152 | -100.0% | Q1 2026 | May 04, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -152 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -132 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Dougherty Wealth Advisers LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -75 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -62 | -100.0% | Q1 2026 | May 11, 2026 |
| Beacon Financial Strategies CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -61 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -50 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 01, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -38 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -33 | -100.0% | Q1 2026 | Apr 16, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | May 05, 2026 |
| Copia Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 04, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | May 06, 2026 |
| Horizon Investments, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |