iSHARES TRUST - VLUE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 23,028,163 | 3,274,374 | 2.02% | 1.97% | 1 | +281,619 | 1.24% | Q1 2026 | May 07, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 4,644,885 | 660,456 | 30.5% | 30.45% | 2 | -48,186 | -1.03% | Q1 2026 | May 14, 2026 |
| Matson Money. Inc. | History | Reduced | 2,455,658 | 349,170 | 10.71% | 11.24% | 3 | -145,603 | -5.6% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,612,286 | 229,250 | 0.02% | 0.02% | 4 | +5,584 | 0.35% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,554,109 | 220,978 | 0.0% | 0.0% | 5 | +148,530 | 10.57% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,286,319 | 182,901 | 0.05% | 0.01% | 6 | +1,155,585 | 883.92% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,182,249 | 168,103 | 0.25% | 0.26% | 7 | -46,582 | -3.79% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,153,472 | 164,012 | 6.2% | 6.22% | 8 | -42,680 | -3.57% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 939,359 | 133,567 | 0.04% | 0.02% | 9 | +401,188 | 74.55% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 927,084 | 131,822 | 0.01% | 0.01% | 10 | +86,611 | 10.31% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 721,493 | 102,589 | 0.01% | 0.0% | 11 | +113,846 | 18.74% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 667,457 | 92,429 | 0.01% | 0.0% | 12 | +253,654 | 61.3% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 618,258 | 87,910 | 0.02% | 0.01% | 13 | +264,969 | 75.0% | Q1 2026 | Jul 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 558,535 | 79,418 | 0.05% | 0.04% | 14 | +8,335 | 1.51% | Q1 2026 | May 08, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 459,887 | 65,391 | 4.03% | 4.27% | 15 | -4,291 | -0.92% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 447,061 | 63,568 | 0.16% | 0.11% | 16 | +107,102 | 31.5% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Reduced | 349,243 | 49,658 | 0.01% | 0.01% | 17 | -12,681 | -3.5% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 331,680 | 47,161 | 0.05% | 0.05% | 18 | +2,719 | 0.83% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 313,443 | 44,568 | 0.15% | 0.14% | 19 | -13,872 | -4.24% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 309,025 | 43,940 | 0.12% | 0.02% | 20 | +250,800 | 430.74% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 305,941 | 43,502 | 0.01% | 0.0% | 21 | +131,527 | 75.41% | Q1 2026 | May 15, 2026 |
| Marks Wealth, LLC | History | Added to | 305,035 | 43,372 | 11.41% | 11.57% | 22 | +52,253 | 20.67% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 289,852 | 41,214 | 0.11% | 0.09% | 23 | +57,598 | 24.8% | Q1 2026 | May 14, 2026 |
| MASON STREET ADVISORS, LLC | History | New | 288,200 | 40,979 | 4.0% | — | 24 | +288,200 | New | Q1 2026 | May 06, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 279,800 | 39,784 | 0.21% | 0.3% | 25 | -167,900 | -37.5% | Q1 2026 | May 04, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 267,154 | 37,986 | 2.93% | — | 26 | +267,154 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 260,534 | 37,029 | 0.01% | 0.01% | 27 | +63,709 | 32.37% | Q1 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 243,975 | 34,690 | 0.01% | 0.01% | 28 | +17,484 | 7.72% | Q1 2026 | May 14, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 243,736 | 34,657 | 12.79% | 12.5% | 29 | -6,153 | -2.46% | Q1 2026 | May 07, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 236,423 | 33,617 | 13.32% | 12.86% | 30 | -17,855 | -7.02% | Q1 2026 | Apr 17, 2026 |
| PRUDENTIAL PLC | History | Added to | 223,800 | 31,822 | 0.19% | 0.13% | 31 | +103,800 | 86.5% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 220,580 | 31,364 | 0.86% | 0.33% | 32 | +140,970 | 177.08% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 194,434 | 27,646 | 0.03% | 0.02% | 33 | +90,872 | 87.75% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 186,234 | 26,480 | 3.63% | 3.46% | 34 | +2,535 | 1.38% | Q1 2026 | May 14, 2026 |
| INTRUST BANK NA | History | Reduced | 174,527 | 24,815 | 2.02% | 2.76% | 35 | -68,933 | -28.31% | Q1 2026 | May 06, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 171,232 | 24,347 | 4.04% | 3.77% | 36 | -715 | -0.42% | Q1 2026 | Apr 17, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 154,871 | 22,021 | 2.46% | 0.02% | 37 | +153,389 | 10350.13% | Q1 2026 | Apr 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 154,854 | 22,018 | 0.02% | 0.0% | 38 | +154,720 | 115462.69% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 153,176 | 21,780 | 0.04% | 0.0% | 39 | +150,418 | 5453.88% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 147,971 | 21,039 | 0.03% | 0.03% | 40 | -8,540 | -5.46% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 142,306 | 20,244 | 0.03% | 0.03% | 41 | -3,498 | -2.4% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Reduced | 136,913 | 19,467 | 0.58% | 0.57% | 42 | -84 | -0.06% | Q1 2026 | Apr 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 132,336 | 18,816 | 0.06% | 0.06% | 43 | -24,814 | -15.79% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Reduced | 114,845 | 16,329 | 3.61% | 3.53% | 44 | -1 | -0.0% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 113,615 | 16,154 | 0.13% | 0.11% | 45 | +47,900 | 72.89% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 108,157 | 15,258 | 0.01% | 0.0% | 46 | +50,974 | 89.14% | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | No change | 103,400 | 14,318 | 0.13% | 0.12% | 47 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 97,497 | 13,863 | 0.0% | 0.0% | 48 | -43,000 | -30.61% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 90,529 | 12,872 | 0.06% | 0.06% | 49 | -6,072 | -6.29% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 80,771 | 11,484 | 0.18% | 0.17% | 50 | -260 | -0.32% | Q1 2026 | Apr 07, 2026 |
| EFG International AG | History | Reduced | 77,787 | 11,060 | 0.24% | 0.21% | 51 | -466 | -0.6% | Q1 2026 | May 15, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | New | 76,733 | 10,910 | 4.87% | — | 52 | +76,733 | New | Q1 2026 | Apr 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 75,231 | 10,697 | 0.17% | 0.04% | 53 | +59,172 | 368.47% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 72,724 | 10,341 | 0.08% | 0.0% | 54 | +68,503 | 1622.91% | Q1 2026 | Apr 07, 2026 |
| TRB Wealth Management, LLC | History | New | 72,474 | 10,305 | 1.46% | — | 55 | +72,474 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 70,762 | 10,061 | 0.01% | 0.01% | 56 | +9,960 | 16.38% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 67,051 | 9,534 | 0.1% | 0.11% | 57 | +1,741 | 2.67% | Q1 2026 | May 13, 2026 |
| First Financial Bank - Trust Division | History | Added to | 66,489 | 9,454 | 0.76% | 0.71% | 58 | +2,915 | 4.59% | Q1 2026 | Apr 01, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 65,091 | 9,255 | 0.29% | 0.73% | 59 | -80,860 | -55.4% | Q1 2026 | May 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 64,394 | 9,156 | 1.01% | — | 60 | +64,394 | New | Q1 2026 | Apr 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 63,669 | 9,053 | 2.37% | 2.66% | 61 | -8,361 | -11.61% | Q1 2026 | Apr 10, 2026 |
| CFO4Life Group, LLC | History | Reduced | 63,281 | 8,997 | 1.37% | 1.26% | 62 | -1,452 | -2.24% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 61,771 | 8,783 | 0.0% | 0.0% | 63 | -394 | -0.63% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 61,199 | 8,701 | 0.09% | 0.05% | 64 | +25,048 | 69.29% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 61,043 | 8,682 | 0.01% | — | 65 | +61,043 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 57,423 | 8,164 | 0.01% | 0.01% | 66 | -3,031 | -5.01% | Q1 2026 | May 15, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 56,735 | 8,067 | 5.13% | 5.19% | 67 | -4,826 | -7.84% | Q1 2026 | Apr 24, 2026 |
| Dorsey Wright & Associates | History | New | 56,551 | 8,040 | 1.0% | — | 68 | +56,551 | New | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 51,320 | 7,297 | 0.15% | 0.13% | 69 | +9,064 | 21.45% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 51,026 | 7,255 | 0.04% | 0.04% | 70 | -7,471 | -12.77% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 50,582 | 7,192 | 0.02% | 0.02% | 71 | +7,112 | 16.36% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 50,129 | 7,128 | 0.01% | 0.0% | 72 | +39,326 | 364.03% | Q1 2026 | May 01, 2026 |
| Tactive Advisors, LLC | History | Reduced | 49,860 | 7,089 | 2.0% | 2.22% | 73 | -5,498 | -9.93% | Q1 2026 | Apr 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 46,755 | 6,648 | 0.02% | 0.01% | 74 | +21,300 | 83.68% | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 45,774 | 6,508 | 0.01% | 0.0% | 75 | +36,979 | 420.45% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 45,414 | 6,457 | 0.05% | 0.04% | 76 | +161 | 0.36% | Q1 2026 | May 11, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 44,738 | 6,361 | 0.55% | 0.54% | 77 | -933 | -2.04% | Q1 2026 | Apr 07, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 42,511 | 6,044 | 0.34% | 0.38% | 78 | +828 | 1.99% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 41,399 | 5,886 | 0.01% | 0.01% | 79 | +4,352 | 11.75% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 40,578 | 5,769 | 0.1% | 0.1% | 80 | -763 | -1.85% | Q1 2026 | Jun 02, 2026 |
| LCW Services, LLC | History | Reduced | 40,313 | 5,732 | 2.85% | 2.98% | 81 | -626 | -1.53% | Q1 2026 | Apr 27, 2026 |
| Well Done, LLC | History | Added to | 39,520 | 5,619 | 0.83% | 0.8% | 82 | +505 | 1.29% | Q1 2026 | Apr 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 39,294 | 5,587 | 0.12% | 0.12% | 83 | -423 | -1.07% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 38,221 | 5,434 | 0.13% | 0.0% | 84 | +38,133 | 43332.95% | Q1 2026 | May 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 37,267 | 5,298 | 4.2% | 4.15% | 85 | -1,081 | -2.82% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 34,949 | 4,969 | 0.66% | — | 86 | +34,949 | New | Q1 2026 | Apr 27, 2026 |
| Family Manage LLC | History | Reduced | 34,181 | 4,860 | 0.58% | 0.62% | 87 | -1,496 | -4.19% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 33,968 | 4,829 | 0.06% | 0.04% | 88 | +8,927 | 35.65% | Q1 2026 | May 11, 2026 |
| Arrow Investment Advisors, LLC | History | New | 32,496 | 4,620 | 4.92% | — | 89 | +32,496 | New | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 32,316 | 4,594 | 0.06% | 0.05% | 90 | +3,438 | 11.91% | Q1 2026 | Apr 28, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 32,149 | 4,571 | 1.01% | 0.88% | 91 | +1,446 | 4.71% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 31,089 | 4,420 | 0.16% | 0.18% | 92 | -6,115 | -16.44% | Q1 2026 | Apr 14, 2026 |
| SVB WEALTH LLC | History | Added to | 30,523 | 4,340 | 0.29% | 0.23% | 93 | +1,617 | 5.59% | Q1 2026 | Apr 17, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 28,234 | 4,295 | 0.39% | 0.38% | 94 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 30,917 | 4,227 | 0.03% | 0.03% | 95 | -318 | -1.02% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 38,389 | 4,094 | 1.29% | 0.99% | 96 | -697 | -1.78% | Q1 2026 | Apr 23, 2026 |
| Composition Wealth, LLC | History | Added to | 28,724 | 4,084 | 0.06% | 0.0% | 97 | +27,238 | 1832.97% | Q1 2026 | Apr 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 29,103 | 3,979 | 0.19% | 0.19% | 98 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 27,795 | 3,952 | 0.0% | 0.0% | 99 | +11,549 | 71.09% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 27,175 | 3,864 | 0.21% | 0.2% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 26,302 | 3,740 | 2.05% | 2.03% | 101 | -1,005 | -3.68% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 26,289 | 3,738 | 0.0% | 0.0% | 102 | +12,028 | 84.34% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,991 | 3,695 | 0.05% | 0.0% | 103 | +23,334 | 878.21% | Q1 2026 | Apr 20, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 25,573 | 3,636 | 0.1% | 0.1% | 104 | -96 | -0.37% | Q1 2026 | May 04, 2026 |
| NDWM LLC | History | New | 25,280 | 3,594 | 2.33% | — | 105 | +25,280 | New | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 25,147 | 3,575 | 0.02% | 0.01% | 106 | +9,784 | 63.69% | Q1 2026 | Apr 29, 2026 |
| GTS SECURITIES LLC | History | New | 24,425 | 3,472 | 0.12% | — | 107 | +24,425 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,747 | 3,434 | 0.0% | 0.0% | 108 | +9,543 | 55.47% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 23,048 | 3,277 | 0.02% | 0.02% | 109 | -793 | -3.33% | Q1 2026 | May 04, 2026 |
| Valued Retirements, Inc. | History | New | 22,826 | 3,245 | 3.17% | — | 110 | +22,826 | New | Q1 2026 | May 13, 2026 |
| EQ LLC | History | Reduced | 22,496 | 3,198 | 0.9% | 0.9% | 111 | -391 | -1.71% | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 22,271 | 3,166 | 0.06% | — | 112 | +22,271 | New | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 22,062 | 3,136 | 0.02% | 0.02% | 113 | -2,660 | -10.76% | Q1 2026 | May 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 21,999 | 3,128 | 0.45% | 0.44% | 114 | -539 | -2.39% | Q1 2026 | May 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 21,779 | 3,096 | 0.14% | 0.15% | 115 | -2,614 | -10.72% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,763 | 3,094 | 0.0% | 0.0% | 116 | +183 | 0.85% | Q1 2026 | May 13, 2026 |
| Apex Wealth Management, LLC | History | New | 21,500 | 3,057 | 2.1% | — | 117 | +21,500 | New | Q1 2026 | Apr 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 21,237 | 3,020 | 0.01% | 0.01% | 118 | +3,099 | 17.09% | Q1 2026 | May 05, 2026 |
| Keystone Global Partners, LLC | History | New | 19,159 | 2,724 | 1.21% | — | 119 | +19,159 | New | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,696 | 2,715 | 0.01% | 0.0% | 120 | -3,160 | -14.46% | Q1 2026 | Apr 08, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 18,780 | 2,670 | 0.35% | 0.36% | 121 | -98 | -0.52% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Added to | 18,644 | 2,650 | 0.12% | 0.11% | 122 | +1,085 | 6.18% | Q1 2026 | May 08, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 18,632 | 2,649 | 0.88% | 0.88% | 123 | +1,001 | 5.68% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,598 | 2,644 | 0.04% | 0.04% | 124 | -1,303 | -6.55% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 18,499 | 2,630 | 0.03% | 0.02% | 125 | +8,690 | 88.59% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | New | 18,375 | 2,612 | 0.04% | — | 126 | +18,375 | New | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 18,103 | 2,574 | 0.28% | — | 127 | +18,103 | New | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,066 | 2,568 | 0.04% | 0.02% | 128 | +10,882 | 151.48% | Q1 2026 | May 18, 2026 |
| Eagle Strategies LLC | History | Reduced | 17,889 | 2,543 | 0.3% | 0.32% | 129 | -625 | -3.38% | Q1 2026 | Apr 20, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 17,556 | 2,496 | 0.08% | 0.06% | 130 | +4,585 | 35.35% | Q1 2026 | May 05, 2026 |
| Genus Capital Management Inc. | History | Reduced | 17,385 | 2,471 | 0.28% | 0.28% | 131 | -213 | -1.21% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 17,370 | 2,469 | 0.0% | 0.0% | 132 | -17,667 | -50.42% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 17,330 | 2,464 | 0.02% | 0.01% | 133 | +3,418 | 24.57% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,911 | 2,404 | 0.01% | 0.01% | 134 | +8,269 | 95.68% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 16,895 | 2,402 | 0.0% | 0.0% | 135 | +6,288 | 59.28% | Q1 2026 | May 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 16,892 | 2,401 | 0.47% | 0.9% | 136 | -14,414 | -46.04% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,848 | 2,395 | 0.0% | 0.0% | 137 | +12,213 | 263.5% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 16,843 | 2,394 | 0.06% | 0.07% | 138 | -4,150 | -19.77% | Q1 2026 | Apr 07, 2026 |
| JDH Wealth Management, LLC | History | No change | 16,683 | 2,372 | 1.6% | 1.56% | 139 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 16,282 | 2,315 | 0.0% | 0.0% | 140 | +1,140 | 7.53% | Q1 2026 | May 14, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 15,959 | 2,269 | 0.51% | 0.52% | 141 | -938 | -5.55% | Q1 2026 | Apr 23, 2026 |
| Dynasty Wealth Management, LLC | History | New | 15,698 | 2,232 | 0.02% | — | 142 | +15,698 | New | Q1 2026 | May 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 15,220 | 2,164 | 0.85% | 0.77% | 143 | -7,322 | -32.48% | Q1 2026 | May 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 15,077 | 2,143 | 0.23% | 0.22% | 144 | -97 | -0.64% | Q1 2026 | Apr 23, 2026 |
| MA Private Wealth | History | Added to | 14,834 | 2,109 | 0.36% | 0.27% | 145 | +2,930 | 24.61% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 14,795 | 2,103 | 0.05% | 0.05% | 146 | -7 | -0.05% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,388 | 2,082 | 0.02% | 0.02% | 147 | +744 | 5.45% | Q1 2026 | Apr 07, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 14,278 | 2,030 | 0.7% | 0.81% | 148 | -2,632 | -15.56% | Q1 2026 | Apr 29, 2026 |
| 10Elms LLP | History | Added to | 13,957 | 1,984 | 1.25% | 1.55% | 149 | +1,596 | 12.91% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 13,701 | 1,948 | 0.18% | 0.11% | 150 | -160 | -1.15% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | New | 13,401 | 1,939 | 0.15% | — | 151 | +13,401 | New | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,627 | 1,937 | 0.04% | 0.04% | 152 | +1,132 | 9.06% | Q1 2026 | May 15, 2026 |
| FDx Advisors, Inc. | History | New | 13,127 | 1,867 | 0.6% | — | 153 | +13,127 | New | Q1 2026 | May 01, 2026 |
| SWMG, LLC | History | New | 13,058 | 1,856 | 0.53% | — | 154 | +13,058 | New | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 12,948 | 1,841 | 0.0% | 0.0% | 155 | +10,771 | 494.76% | Q1 2026 | May 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 12,880 | 1,831 | 0.12% | 0.12% | 156 | -370 | -2.79% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,823 | 1,823 | 0.0% | 0.0% | 157 | -1,582 | -10.98% | Q1 2026 | May 14, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 12,827 | 1,823 | 0.55% | 0.53% | 158 | +29 | 0.23% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 12,726 | 1,809 | 0.03% | 0.02% | 159 | +3,029 | 31.24% | Q1 2026 | Apr 17, 2026 |
| Haverford Trust Co | History | Reduced | 12,546 | 1,783 | 0.02% | 0.02% | 160 | -555 | -4.24% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 12,430 | 1,767 | 0.0% | 0.0% | 161 | +9,324 | 300.19% | Q1 2026 | May 15, 2026 |
| NCM Capital Management, LLC | History | Added to | 12,425 | 1,766 | 0.63% | 0.63% | 162 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 12,218 | 1,737 | 0.08% | 0.07% | 163 | -73 | -0.59% | Q1 2026 | May 06, 2026 |
| COFG Advisors, LLC | History | Added to | 11,853 | 1,685 | 0.42% | 0.39% | 164 | +306 | 2.65% | Q1 2026 | May 11, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 11,729 | 1,668 | 0.57% | 0.56% | 165 | +16 | 0.14% | Q1 2026 | Apr 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 11,646 | 1,655 | 0.09% | — | 166 | +11,646 | New | Q1 2026 | Apr 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,566 | 1,644 | 0.01% | 0.01% | 167 | +2,248 | 24.13% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Reduced | 11,440 | 1,626 | 0.0% | 0.0% | 168 | -2,913 | -20.3% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 11,418 | 1,623 | 0.06% | 0.05% | 169 | -66 | -0.57% | Q1 2026 | Aug 10, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 11,216 | 1,594 | 1.0% | — | 170 | +11,216 | New | Q1 2026 | Aug 10, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 11,195 | 1,591 | 0.83% | 0.82% | 171 | -330 | -2.86% | Q1 2026 | Apr 21, 2026 |
| Diversified Trust Co | History | Reduced | 11,181 | 1,589 | 0.03% | 0.03% | 172 | -1,243 | -10.0% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,045 | 1,570 | 0.02% | 0.03% | 173 | -31 | -0.28% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 10,898 | 1,549 | 0.05% | 0.01% | 174 | +8,343 | 326.54% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 10,869 | 1,545 | 0.0% | 0.0% | 175 | +1,733 | 18.97% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,510 | 1,494 | 0.01% | 0.01% | 176 | +1,749 | 19.96% | Q1 2026 | Apr 24, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 10,399 | 1,478 | 0.77% | — | 177 | +10,399 | New | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,129 | 1,440 | 0.0% | 0.0% | 178 | -817 | -7.46% | Q1 2026 | Apr 27, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 10,060 | 1,430 | 0.21% | 0.22% | 179 | -1,419 | -12.36% | Q1 2026 | Apr 20, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 10,057 | 1,430 | 0.43% | 0.43% | 180 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RHS Financial, LLC | History | Added to | 9,886 | 1,405 | 0.67% | 0.52% | 181 | +2,041 | 26.02% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 10,246 | 1,400 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9,589 | 1,363 | 0.0% | 0.01% | 183 | -790 | -7.61% | Q1 2026 | Jun 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 9,584 | 1,362 | 0.19% | 0.17% | 184 | +588 | 6.54% | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,428 | 1,340 | 0.0% | 0.0% | 185 | -6 | -0.06% | Q1 2026 | Apr 24, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 9,419 | 1,339 | 0.23% | 0.22% | 186 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,409 | 1,337 | 0.06% | 0.05% | 187 | +1,890 | 25.14% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | New | 9,256 | 1,315 | 0.02% | — | 189 | +9,256 | New | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,254 | 1,315 | 0.03% | 0.03% | 188 | +107 | 1.17% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,213 | 1,309 | 0.0% | 0.0% | 190 | +9,143 | 13061.43% | Q1 2026 | May 01, 2026 |
| XTX Topco Ltd | History | New | 9,107 | 1,294 | 0.02% | — | 191 | +9,107 | New | Q1 2026 | May 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 8,998 | 1,279 | 0.66% | 0.69% | 192 | -323 | -3.47% | Q1 2026 | Apr 10, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 8,940 | 1,271 | 0.79% | — | 193 | +8,940 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,856 | 1,259 | 0.0% | 0.0% | 194 | +667 | 8.15% | Q1 2026 | May 08, 2026 |
| Steelhead Wealth Management LLC | History | New | 8,734 | 1,241 | 0.63% | — | 195 | +8,734 | New | Q1 2026 | Jun 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,679 | 1,234 | 0.03% | 0.03% | 196 | -438 | -4.8% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,596 | 1,222 | 0.0% | 0.0% | 197 | -72 | -0.83% | Q1 2026 | May 08, 2026 |
| Vision Capital Management, Inc. | History | No change | 8,583 | 1,220 | 0.15% | 0.14% | 198 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ALLSTATE CORP | History | No change | 8,500 | 1,208 | 0.01% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,182 | 1,163 | 0.03% | 0.04% | 200 | -49 | -0.6% | Q1 2026 | May 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 8,121 | 1,154 | 0.18% | 0.19% | 201 | -283 | -3.37% | Q1 2026 | May 07, 2026 |
| Invst, LLC | History | New | 8,082 | 1,149 | 0.13% | — | 202 | +8,082 | New | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 7,879 | 1,120 | 0.01% | — | 203 | +7,879 | New | Q1 2026 | Apr 30, 2026 |
| Heirloom Wealth Management | History | New | 7,743 | 1,100 | 0.2% | — | 204 | +7,743 | New | Q1 2026 | Apr 14, 2026 |
| Traveka Wealth, LLC | History | New | 7,526 | 1,070 | 0.41% | — | 205 | +7,526 | New | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,325 | 1,041 | 0.0% | 0.0% | 206 | +516 | 7.58% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Added to | 7,266 | 1,033 | 0.01% | 0.01% | 207 | +623 | 9.38% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | New | 5,642 | 1,028 | 0.03% | — | 208 | +5,642 | New | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Reduced | 7,022 | 998 | 0.7% | 0.69% | 209 | -378 | -5.11% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,928 | 985 | 0.01% | 0.01% | 210 | +46 | 0.67% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,143 | 977 | 0.02% | 0.02% | 211 | +39 | 0.64% | Q1 2026 | May 04, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 6,818 | 969 | 0.22% | 0.25% | 212 | -1,020 | -13.01% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Added to | 6,654 | 946 | 0.01% | 0.01% | 213 | +8 | 0.12% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | New | 6,627 | 942 | 0.05% | — | 215 | +6,627 | New | Q1 2026 | Apr 30, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 6,630 | 942 | 0.16% | 0.18% | 214 | -1,150 | -14.78% | Q1 2026 | Apr 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,572 | 934 | 0.03% | 0.02% | 216 | +1,327 | 25.3% | Q1 2026 | Apr 21, 2026 |
| Accredited Investors Inc. | History | New | 6,527 | 928 | 0.05% | — | 217 | +6,527 | New | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Added to | 6,523 | 927 | 0.05% | 0.04% | 219 | +309 | 4.97% | Q1 2026 | May 05, 2026 |
| GREENLEAF TRUST | History | No change | 6,525 | 927 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,483 | 921 | 0.0% | 0.0% | 220 | +178 | 2.82% | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | Added to | 6,452 | 917 | 0.46% | 0.26% | 221 | +2,703 | 72.1% | Q1 2026 | Apr 02, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,410 | 911 | 0.5% | 0.46% | 222 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,322 | 899 | 0.02% | 0.02% | 223 | -129 | -2.0% | Q1 2026 | May 11, 2026 |
| Apeiron RIA LLC | History | New | 6,079 | 864 | 0.2% | — | 225 | +6,079 | New | Q1 2026 | Apr 27, 2026 |
| KPP Advisory Services LLC | History | Reduced | 6,080 | 864 | 0.13% | 0.14% | 224 | -845 | -12.2% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,073 | 863 | 0.0% | 0.0% | 226 | +528 | 9.52% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 5,873 | 835 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | Reduced | 5,852 | 832 | 0.42% | 0.39% | 228 | -16 | -0.27% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,568 | 791 | 0.01% | 0.02% | 229 | -293 | -5.0% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,556 | 790 | 0.03% | 0.03% | 230 | +155 | 2.87% | Q1 2026 | May 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 5,517 | 784 | 0.01% | 0.01% | 231 | +466 | 9.23% | Q1 2026 | May 05, 2026 |
| West Wealth Group, LLC | History | Added to | 5,491 | 780 | 0.15% | 0.12% | 234 | +1,153 | 26.58% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 5,490 | 780 | 0.03% | 0.03% | 232 | +208 | 3.94% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 5,488 | 780 | 0.17% | 0.16% | 233 | +3 | 0.05% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,595 | 774 | 0.05% | 0.03% | 235 | +822 | 17.22% | Q1 2026 | Apr 24, 2026 |
| Breakwater Capital Group | History | Added to | 5,443 | 773 | 0.1% | 0.09% | 236 | +857 | 18.69% | Q1 2026 | Apr 20, 2026 |
| Squire Investment Management Company, LLC | History | No change | 5,436 | 772 | 0.21% | 0.22% | 237 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| One Wealth Advisors, LLC | History | Added to | 5,403 | 768 | 0.1% | 0.1% | 238 | +514 | 10.51% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,324 | 757 | 0.0% | 0.0% | 239 | -1,176 | -18.09% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | New | 5,292 | 752 | 0.41% | — | 241 | +5,292 | New | Q1 2026 | May 12, 2026 |
| AWM CAPITAL, LLC | History | No change | 5,293 | 752 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 5,273 | 750 | 0.0% | 0.0% | 242 | +1,007 | 23.61% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | No change | 5,145 | 731 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 5,120 | 728 | 0.1% | 0.1% | 244 | -8 | -0.16% | Q1 2026 | Apr 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,115 | 727 | 0.01% | 0.01% | 245 | +952 | 22.87% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,202 | 711 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | New | 4,948 | 703 | 0.03% | — | 247 | +4,948 | New | Q1 2026 | May 13, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 4,932 | 701 | 0.31% | 0.3% | 248 | +4 | 0.08% | Q1 2026 | May 15, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 4,907 | 697 | 0.49% | 0.54% | 249 | -550 | -10.08% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | New | 4,893 | 695 | 0.04% | — | 250 | +4,893 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,852 | 690 | 0.0% | 0.0% | 251 | +2,180 | 81.59% | Q1 2026 | May 14, 2026 |
| Carrera Capital Advisors | History | Reduced | 4,819 | 685 | 0.11% | 0.11% | 252 | -84 | -1.71% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,814 | 684 | 0.04% | 0.03% | 253 | -425 | -8.11% | Q1 2026 | Apr 28, 2026 |
| First Citizens Financial Corp | History | Added to | 4,794 | 681 | 0.32% | 0.26% | 254 | +869 | 22.14% | Q1 2026 | Apr 07, 2026 |
| Independent Advisor Alliance | History | New | 4,741 | 674 | 0.01% | — | 255 | +4,741 | New | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | New | 4,658 | 662 | 0.0% | — | 256 | +4,658 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 4,634 | 658 | 0.0% | 0.0% | 257 | +1,423 | 44.32% | Q1 2026 | May 11, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 4,538 | 645 | 0.49% | 0.53% | 258 | -155 | -3.3% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,524 | 643 | 0.01% | 0.01% | 259 | -50 | -1.09% | Q1 2026 | Apr 20, 2026 |
| CGN Advisors LLC | History | Reduced | 4,493 | 638 | 0.05% | 0.05% | 260 | -35 | -0.77% | Q1 2026 | Apr 13, 2026 |
| Tranquility Partners, LLC | History | Added to | 4,428 | 629 | 0.24% | 0.22% | 261 | +2 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 4,566 | 624 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Added to | 3,762 | 595 | 0.01% | 0.01% | 263 | +2 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Strategic Equity Management | History | New | 4,175 | 593 | 0.22% | — | 264 | +4,175 | New | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | New | 4,109 | 584 | 0.05% | — | 266 | +4,109 | New | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,108 | 584 | 0.03% | 0.03% | 265 | -17 | -0.41% | Q1 2026 | Apr 20, 2026 |
| FLC Capital Advisors | History | Added to | 3,996 | 568 | 0.1% | 0.09% | 267 | +570 | 16.64% | Q1 2026 | May 01, 2026 |
| Brown Miller Wealth Management, LLC | History | New | 3,991 | 567 | 0.16% | — | 268 | +3,991 | New | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,991 | 567 | 0.02% | — | 269 | +3,991 | New | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,968 | 564 | 0.0% | 0.0% | 270 | +11 | 0.28% | Q1 2026 | May 14, 2026 |
| Pflug Koory, LLC | History | Added to | 3,951 | 561 | 0.26% | 0.25% | 271 | +1 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 3,916 | 556 | 0.03% | — | 272 | +3,916 | New | Q1 2026 | Apr 13, 2026 |
| Napier Financial, LLC | History | New | 3,892 | 553 | 0.13% | — | 273 | +3,892 | New | Q1 2026 | May 05, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 3,806 | 541 | 0.35% | 0.38% | 274 | -586 | -13.34% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 3,735 | 531 | 0.05% | 0.05% | 275 | -45 | -1.19% | Q1 2026 | May 11, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 3,728 | 530 | 0.06% | 0.25% | 276 | -13,753 | -78.67% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 3,724 | 529 | 0.01% | 0.01% | 277 | -186 | -4.76% | Q1 2026 | May 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 3,773 | 527 | 0.07% | 0.07% | 278 | +16 | 0.43% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 3,702 | 526 | 0.08% | 0.08% | 279 | +16 | 0.43% | Q1 2026 | Apr 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,644 | 518 | 0.01% | 0.0% | 281 | +2,051 | 128.75% | Q1 2026 | May 07, 2026 |
| S&T BANK/PA | History | Reduced | 3,647 | 518 | 0.19% | 0.17% | 280 | -277 | -7.06% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 3,641 | 517 | 0.07% | 0.07% | 282 | -117 | -3.11% | Q1 2026 | May 11, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 3,611 | 513 | 0.32% | 0.3% | 283 | -60 | -1.63% | Q1 2026 | May 12, 2026 |
| Friday Financial | History | No change | 3,568 | 507 | 0.17% | 0.17% | 284 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | New | 3,513 | 499 | 0.03% | — | 286 | +3,513 | New | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,515 | 499 | 0.05% | 0.05% | 285 | -238 | -6.34% | Q1 2026 | Apr 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 3,461 | 492 | 0.04% | 0.04% | 287 | -7 | -0.2% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 3,421 | 486 | 0.01% | 0.01% | 288 | +54 | 1.6% | Q1 2026 | May 15, 2026 |
| BostonPremier Wealth LLC | History | Added to | 3,412 | 485 | 0.25% | 0.24% | 289 | +4 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Strategic Financial Services, Inc. | History | No change | 3,390 | 482 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lunt Capital Management, Inc. | History | No change | 3,396 | 482 | 0.19% | 0.17% | 291 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,383 | 481 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | Added to | 3,380 | 480 | 0.06% | 0.07% | 293 | +1,258 | 59.28% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,375 | 479 | 0.0% | 0.0% | 295 | -189 | -5.3% | Q1 2026 | May 13, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 3,369 | 479 | 0.1% | 0.1% | 294 | -15 | -0.44% | Q1 2026 | Apr 13, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 3,369 | 479 | 0.27% | 0.24% | 296 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 3,349 | 476 | 0.02% | — | 297 | +3,349 | New | Q1 2026 | Apr 08, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 3,004 | 475 | 0.03% | — | 298 | +3,004 | New | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 3,293 | 468 | 0.01% | 0.01% | 299 | -297 | -8.27% | Q1 2026 | Apr 29, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,290 | 467 | 0.06% | 0.05% | 300 | -18 | -0.54% | Q1 2026 | Apr 23, 2026 |
| Montecito Bank & Trust | History | Reduced | 3,267 | 464 | 0.08% | 0.08% | 301 | -625 | -16.06% | Q1 2026 | Apr 16, 2026 |
| MONEYWISE, INC. | History | New | 3,222 | 458 | 0.2% | — | 302 | +3,222 | New | Q1 2026 | Apr 27, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 3,220 | 457 | 0.35% | 0.33% | 303 | -27 | -0.83% | Q1 2026 | May 08, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 3,206 | 455 | 0.02% | 0.03% | 304 | -30 | -0.93% | Q1 2026 | May 14, 2026 |
| JT Stratford LLC | History | New | 3,195 | 454 | 0.06% | — | 305 | +3,195 | New | Q1 2026 | May 15, 2026 |
| GEM Asset Management, LLC | History | No change | 3,185 | 452 | 0.2% | 0.2% | 306 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Foundry Financial Group, Inc. | History | No change | 3,154 | 448 | 0.22% | 0.22% | 307 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 3,140 | 446 | 0.27% | 0.27% | 308 | +4 | 0.13% | Q1 2026 | Apr 30, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 3,135 | 445 | 0.02% | 0.02% | 310 | +200 | 6.81% | Q1 2026 | Apr 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,133 | 445 | 0.01% | 0.01% | 309 | -125 | -3.84% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | New | 3,116 | 443 | 0.01% | — | 311 | +3,116 | New | Q1 2026 | Apr 14, 2026 |
| Cedarwood Wealth LLC | History | Added to | 3,052 | 433 | 0.44% | 0.49% | 312 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| Vertex Planning Partners, LLC | History | New | 3,044 | 432 | 0.08% | — | 313 | +3,044 | New | Q1 2026 | May 15, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 3,000 | 426 | 0.18% | 0.21% | 314 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 2,962 | 421 | 0.0% | 0.01% | 315 | -3,480 | -54.02% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | No change | 2,958 | 420 | 0.05% | 0.05% | 316 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 2,929 | 416 | 0.28% | 0.19% | 317 | +913 | 45.29% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 2,912 | 414 | 0.01% | 0.01% | 318 | +314 | 12.09% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,900 | 412 | 0.01% | 0.01% | 319 | -387 | -11.77% | Q1 2026 | May 13, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 2,897 | 411 | 0.17% | 0.15% | 320 | +297 | 11.42% | Q1 2026 | May 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 2,882 | 409 | 0.09% | — | 321 | +2,882 | New | Q1 2026 | Apr 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,821 | 401 | 0.01% | 0.01% | 322 | +375 | 15.33% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 2,802 | 398 | 0.03% | — | 323 | +2,802 | New | Q1 2026 | Apr 28, 2026 |
| Community Bank, N.A. | History | No change | 2,788 | 396 | 0.05% | 0.05% | 324 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JGP Wealth Management, LLC | History | No change | 2,769 | 393 | 0.04% | 0.04% | 325 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Legacy Capital Group California, Inc. | History | New | 2,759 | 392 | 0.15% | — | 326 | +2,759 | New | Q1 2026 | May 04, 2026 |
| Smithfield Trust Co | History | Added to | 2,761 | 391 | 0.02% | 0.02% | 327 | +225 | 8.87% | Q1 2026 | May 08, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 2,725 | 387 | 0.01% | 0.01% | 328 | -15 | -0.55% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Added to | 2,694 | 383 | 0.01% | 0.01% | 329 | +11 | 0.41% | Q1 2026 | May 04, 2026 |
| Sugar Maple Asset Management, LLC | History | New | 2,685 | 381 | 0.23% | — | 330 | +2,685 | New | Q1 2026 | Apr 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 2,674 | 380 | 0.01% | 0.01% | 333 | +941 | 54.3% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 2,675 | 380 | 0.01% | 0.01% | 332 | +575 | 27.38% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 2,679 | 380 | 0.01% | 0.01% | 331 | +175 | 6.99% | Q1 2026 | Apr 23, 2026 |
| Magnus Financial Group LLC | History | New | 2,660 | 378 | 0.03% | — | 334 | +2,660 | New | Q1 2026 | Apr 10, 2026 |
| Shelter Mutual Insurance Co | History | New | 2,657 | 374 | 0.08% | — | 337 | +2,657 | New | Q1 2026 | Apr 29, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 2,633 | 374 | 0.12% | 0.11% | 335 | +79 | 3.09% | Q1 2026 | Apr 13, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 2,637 | 374 | 0.21% | 0.2% | 336 | +12 | 0.46% | Q1 2026 | Apr 09, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 2,604 | 370 | 0.04% | 0.03% | 338 | +485 | 22.89% | Q1 2026 | Apr 15, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 2,576 | 366 | 0.03% | 0.03% | 339 | -400 | -13.44% | Q1 2026 | May 13, 2026 |
| W ADVISORS, LLC | History | No change | 2,551 | 362 | 0.19% | 0.18% | 340 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Two West Capital Advisors LLC | History | New | 2,188 | 360 | 0.19% | — | 341 | +2,188 | New | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,515 | 358 | 0.0% | 0.0% | 342 | +485 | 23.89% | Q1 2026 | May 06, 2026 |
| Fortis Capital Management LLC | History | No change | 2,521 | 358 | 0.04% | 0.05% | 343 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlTi Global, Inc. | History | No change | 2,508 | 356 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,508 | 356 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 2,485 | 353 | 0.04% | 0.04% | 346 | -280 | -10.13% | Q1 2026 | May 04, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 2,450 | 348 | 0.18% | 0.16% | 347 | +288 | 13.32% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 2,435 | 346 | 0.0% | 0.0% | 348 | +796 | 48.57% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Reduced | 2,416 | 343 | 0.0% | 0.0% | 349 | -542 | -18.32% | Q1 2026 | May 15, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 2,408 | 342 | 0.09% | 0.08% | 350 | +10 | 0.42% | Q1 2026 | May 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 2,386 | 339 | 0.01% | 0.01% | 351 | +65 | 2.8% | Q1 2026 | May 14, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 2,370 | 336 | 0.2% | 4.15% | 352 | -49,743 | -95.45% | Q1 2026 | Jun 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,351 | 334 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 2,327 | 330 | 0.03% | 0.03% | 354 | +67 | 2.96% | Q1 2026 | Apr 15, 2026 |
| Krilogy Financial LLC | History | Added to | 2,110 | 329 | 0.01% | 0.01% | 355 | +34 | 1.64% | Q1 2026 | Apr 17, 2026 |
| Advyzon Investment Management, LLC | History | New | 2,270 | 322 | 0.03% | — | 356 | +2,270 | New | Q1 2026 | May 12, 2026 |
| Stonebrook Private Inc. | History | New | 2,241 | 318 | 0.07% | — | 357 | +2,241 | New | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 2,119 | 301 | 0.0% | 0.02% | 358 | -100,940 | -97.94% | Q1 2026 | May 14, 2026 |
| American Money Management, LLC | History | New | 2,084 | 296 | 0.05% | — | 359 | +2,084 | New | Q1 2026 | May 11, 2026 |
| Sentinel Advisory Group, LLC | History | New | 2,069 | 294 | 0.14% | — | 360 | +2,069 | New | Q1 2026 | May 14, 2026 |
| RDA Financial Network | History | New | 2,054 | 292 | 0.07% | — | 361 | +2,054 | New | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,053 | 291 | 0.01% | 0.01% | 362 | +7 | 0.34% | Q1 2026 | Apr 20, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 2,017 | 286 | 0.26% | 0.25% | 363 | +8 | 0.4% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,009 | 285 | 0.0% | — | 365 | +2,009 | New | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 2,010 | 285 | 0.06% | 0.06% | 364 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PMG Wealth Management, Inc. | History | No change | 2,000 | 284 | 0.2% | 0.2% | 366 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,997 | 283 | 0.08% | 0.07% | 367 | +6 | 0.3% | Q1 2026 | May 07, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 1,987 | 282 | 0.09% | 0.1% | 368 | -51 | -2.5% | Q1 2026 | Apr 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 1,974 | 280 | 0.04% | 0.04% | 369 | -16 | -0.8% | Q1 2026 | Apr 28, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 1,969 | 279 | 0.07% | 0.05% | 371 | +390 | 24.7% | Q1 2026 | Apr 20, 2026 |
| Headlands Technologies LLC | History | Added to | 1,965 | 279 | 0.03% | 0.02% | 370 | +361 | 22.51% | Q1 2026 | May 13, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 1,956 | 278 | 0.13% | 0.13% | 372 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 1,927 | 274 | 0.0% | — | 374 | +1,927 | New | Q1 2026 | Apr 15, 2026 |
| WealthTrust Axiom LLC | History | No change | 1,930 | 274 | 0.07% | 0.07% | 373 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,903 | 270 | 0.0% | 0.0% | 375 | +47 | 2.53% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 1,906 | 270 | 0.09% | 0.09% | 376 | +9 | 0.47% | Q1 2026 | May 04, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 1,897 | 269 | 0.01% | 0.02% | 377 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wall Capital Group, Inc. | History | Added to | 1,855 | 263 | 0.28% | 0.24% | 378 | +8 | 0.43% | Q1 2026 | Apr 20, 2026 |
| Aspiring Ventures, LLC | History | New | 1,848 | 262 | 0.08% | — | 379 | +1,848 | New | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,835 | 260 | 0.0% | — | 381 | +1,835 | New | Q1 2026 | May 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 1,835 | 260 | 0.1% | 0.1% | 380 | +2 | 0.11% | Q1 2026 | May 07, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 1,814 | 257 | 0.05% | 0.04% | 382 | +2 | 0.11% | Q1 2026 | Apr 29, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 1,785 | 253 | 0.04% | 0.05% | 383 | -493 | -21.64% | Q1 2026 | Apr 07, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 1,760 | 250 | 0.0% | 0.0% | 384 | -46 | -2.55% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 1,751 | 249 | 0.01% | — | 385 | +1,751 | New | Q1 2026 | May 14, 2026 |
| Vilga Financial Planning LLC | History | No change | 1,730 | 245 | 0.22% | 0.23% | 386 | 0 | 0.0% | Q1 2026 | Jun 22, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 1,700 | 241 | 0.02% | — | 387 | +1,700 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,688 | 239 | 0.0% | 0.0% | 388 | -1,017 | -37.6% | Q1 2026 | May 14, 2026 |
| Legacy Advisors, LLC | History | No change | 1,680 | 238 | 0.03% | 0.02% | 389 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ethic Inc. | History | No change | 1,674 | 238 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,646 | 236 | 0.01% | 0.01% | 391 | +180 | 12.28% | Q1 2026 | May 12, 2026 |
| Belvedere Trading LLC | History | New | 1,654 | 235 | 0.0% | — | 392 | +1,654 | New | Q1 2026 | May 12, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | New | 1,641 | 233 | 0.11% | — | 393 | +1,641 | New | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 1,607 | 228 | 0.03% | 0.03% | 394 | +3 | 0.19% | Q1 2026 | Apr 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 1,600 | 227 | 0.01% | 0.01% | 395 | -82 | -4.88% | Q1 2026 | May 13, 2026 |
| Signet Private Wealth LLC | History | New | 1,585 | 225 | 0.21% | — | 397 | +1,585 | New | Q1 2026 | Apr 29, 2026 |
| Financial Partners Group, Inc | History | Added to | 1,586 | 225 | 0.03% | 0.03% | 396 | +7 | 0.44% | Q1 2026 | Apr 10, 2026 |
| MAI Capital Management | History | Added to | 1,571 | 223 | 0.0% | 0.0% | 398 | +146 | 10.25% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | New | 1,562 | 222 | 0.03% | — | 400 | +1,562 | New | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Reduced | 1,564 | 222 | 0.01% | 0.01% | 399 | -999 | -38.98% | Q1 2026 | May 13, 2026 |
| Apollon Financial, LLC | History | New | 1,547 | 219 | 0.03% | — | 402 | +1,547 | New | Q1 2026 | Apr 22, 2026 |
| Successful Portfolios LLC | History | New | 1,543 | 219 | 0.12% | — | 401 | +1,543 | New | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 1,514 | 215 | 0.0% | — | 403 | +1,514 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,500 | 213 | 0.0% | 0.0% | 405 | -16,323 | -91.58% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,502 | 213 | 0.0% | 0.01% | 406 | -4,602 | -75.39% | Q1 2026 | Apr 28, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 1,500 | 213 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | New | 1,457 | 210 | 0.0% | — | 408 | +1,457 | New | Q1 2026 | May 14, 2026 |
| BKM Wealth Management, LLC | History | No change | 1,481 | 210 | 0.08% | 0.07% | 407 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 1,456 | 207 | 0.01% | — | 410 | +1,456 | New | Q1 2026 | Apr 28, 2026 |
| High Falls Advisors, Inc | History | No change | 1,518 | 207 | 0.04% | 0.04% | 409 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Apollon Wealth Management, LLC | History | New | 1,452 | 206 | 0.0% | — | 412 | +1,452 | New | Q1 2026 | Apr 22, 2026 |
| Leo Wealth, LLC | History | Reduced | 1,452 | 206 | 0.01% | 0.02% | 411 | -69 | -4.54% | Q1 2026 | May 05, 2026 |
| Security Financial Services, INC. | History | New | 1,446 | 205 | 0.03% | — | 413 | +1,446 | New | Q1 2026 | May 27, 2026 |
| 4J Wealth Management LLC | History | New | 1,428 | 203 | 0.12% | — | 414 | +1,428 | New | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,425 | 202 | 0.0% | 0.0% | 415 | -66 | -4.43% | Q1 2026 | May 13, 2026 |
| 5T Wealth, LLC | History | New | 1,420 | 201 | 0.08% | — | 418 | +1,420 | New | Q1 2026 | Apr 13, 2026 |
| Investmark Advisory Group LLC | History | New | 1,416 | 201 | 0.09% | — | 417 | +1,416 | New | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | New | 1,414 | 201 | 0.0% | — | 416 | +1,414 | New | Q1 2026 | May 14, 2026 |
| Atlas Legacy Advisors, LLC | History | New | 1,413 | 200 | 0.04% | — | 419 | +1,413 | New | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 1,350 | 191 | 0.05% | 0.07% | 420 | -627 | -31.71% | Q1 2026 | Apr 29, 2026 |
| RMG Wealth Management LLC | History | No change | 1,035 | 191 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,385 | 189 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 1,316 | 187 | 0.02% | 0.02% | 423 | -126 | -8.74% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 1,283 | 182 | 0.04% | 0.04% | 424 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD Capital Management LLC | History | Added to | 1,223 | 173 | 0.02% | 0.01% | 425 | +130 | 11.89% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Added to | 1,214 | 172 | 0.01% | 0.0% | 426 | +1,077 | 786.13% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,179 | 167 | 0.01% | 0.0% | 427 | +208 | 21.42% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,157 | 164 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,009 | 143 | 0.01% | — | 430 | +1,009 | New | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,009 | 143 | 0.07% | — | 429 | +1,003 | 16716.67% | Q1 2026 | May 07, 2026 |
| Delos Wealth Advisors, LLC | History | New | 942 | 133 | 0.08% | — | 431 | +942 | New | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 933 | 132 | 0.0% | — | 432 | +933 | New | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 893 | 126 | 0.02% | 0.02% | 433 | -66 | -6.88% | Q1 2026 | May 15, 2026 |
| CoreFirst Bank & Trust | History | No change | 802 | 114 | 0.06% | 0.06% | 434 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| Biltmore Family Office, LLC | History | No change | 800 | 113 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | No change | 780 | 110 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Raleigh Capital Management Inc. | History | New | 755 | 107 | 0.04% | — | 438 | +755 | New | Q1 2026 | Apr 28, 2026 |
| Gleason Group, Inc. | History | Added to | 758 | 107 | 0.01% | 0.01% | 437 | +3 | 0.4% | Q1 2026 | May 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 738 | 104 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Realta Investment Advisors | History | Reduced | 717 | 101 | 0.04% | 0.03% | 440 | -27 | -3.63% | Q1 2026 | Apr 22, 2026 |
| First Command Advisory Services, Inc. | History | No change | 710 | 100 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 687 | 97 | 0.0% | — | 442 | +687 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | No change | 681 | 96 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 667 | 94 | 0.0% | 0.01% | 444 | +1 | 0.15% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 607 | 86 | 0.01% | 0.0% | 445 | +119 | 24.39% | Q1 2026 | Apr 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 600 | 85 | 0.01% | 0.01% | 446 | -351 | -36.91% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 594 | 84 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 584 | 83 | 0.01% | 0.0% | 448 | +17 | 3.0% | Q1 2026 | Jun 09, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 574 | 81 | 0.05% | 0.05% | 449 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | New | 560 | 80 | 0.0% | — | 451 | +560 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 554 | 80 | 0.0% | 0.0% | 450 | +68 | 13.99% | Q1 2026 | Apr 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | New | 550 | 78 | 0.0% | — | 452 | +550 | New | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 511 | 74 | 0.02% | 0.01% | 453 | +357 | 231.82% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 519 | 73 | 0.01% | 0.0% | 454 | +400 | 336.13% | Q1 2026 | May 05, 2026 |
| Lavaca Capital LLC | History | Reduced | 460 | 65 | 0.01% | 0.02% | 455 | -398 | -46.39% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | No change | 458 | 65 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | No change | 445 | 63 | 0.02% | 0.01% | 457 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| BARCLAYS PLC | History | New | 420 | 59 | 0.0% | — | 459 | +420 | New | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 437 | 59 | 0.02% | 0.02% | 458 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | No change | 396 | 56 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 386 | 54 | 0.0% | — | 461 | +386 | New | Q1 2026 | May 11, 2026 |
| Windsor Advisory Group, LLC | History | New | 361 | 51 | 0.04% | — | 464 | +361 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 354 | 51 | 0.0% | 0.0% | 462 | +228 | 180.95% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Reduced | 362 | 51 | 0.0% | 0.0% | 463 | -27 | -6.94% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 368 | 50 | 0.0% | 0.0% | 465 | -239 | -39.37% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 346 | 49 | 0.05% | — | 466 | +346 | New | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 344 | 48 | 0.0% | 0.0% | 467 | -13 | -3.64% | Q1 2026 | Apr 07, 2026 |
| SHP Wealth Management | History | Added to | 334 | 47 | 0.0% | 0.0% | 468 | +1 | 0.3% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 279 | 39 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MGB Wealth Management, LLC | History | No change | 277 | 37 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PROTECTIVE LIFE CORP | History | New | 253 | 35 | 0.12% | — | 471 | +253 | New | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 244 | 34 | 0.01% | 0.01% | 472 | +1 | 0.41% | Q1 2026 | Apr 24, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 256 | 34 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 237 | 33 | 0.0% | 0.0% | 474 | +136 | 134.65% | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 224 | 31 | 0.0% | 0.0% | 475 | +124 | 124.0% | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | No change | 224 | 31 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Arlington Trust Co LLC | History | No change | 203 | 28 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 195 | 27 | 0.01% | 0.01% | 478 | +24 | 14.04% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 188 | 26 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mosley Wealth Management | History | New | 200 | 25 | 0.01% | — | 482 | +200 | New | Q1 2026 | Apr 27, 2026 |
| Westfuller Advisors, LLC | History | Added to | 180 | 25 | 0.01% | 0.01% | 481 | +1 | 0.56% | Q1 2026 | Apr 28, 2026 |
| Independence Bank of Kentucky | History | No change | 176 | 25 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GHP Investment Advisors, Inc. | History | New | 173 | 24 | 0.0% | — | 485 | +173 | New | Q1 2026 | Apr 21, 2026 |
| Vision Retirement, LLC | History | Reduced | 172 | 24 | 0.01% | 0.01% | 484 | -98 | -36.3% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 175 | 24 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 165 | 23 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Abound Wealth Management | History | No change | 167 | 23 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 164 | 23 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 159 | 22 | 0.01% | — | 491 | +159 | New | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 158 | 22 | 0.0% | 0.0% | 490 | -50 | -24.04% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 160 | 22 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 150 | 21 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ancora Advisors LLC | History | Added to | 145 | 20 | 0.0% | 0.0% | 493 | +1 | 0.69% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 145 | 20 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 135 | 19 | 0.0% | 0.0% | 495 | +13 | 10.66% | Q1 2026 | Apr 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 138 | 19 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| High Point Wealth Management, LLC | History | New | 130 | 18 | 0.02% | — | 500 | +130 | New | Q1 2026 | Apr 08, 2026 |
| Johnson Financial Group, Inc. | History | New | 129 | 18 | 0.0% | — | 499 | +129 | New | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 127 | 18 | 0.0% | 0.0% | 498 | +50 | 64.94% | Q1 2026 | Apr 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 128 | 18 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 120 | 17 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 119 | 16 | 0.0% | — | 504 | +119 | New | Q1 2026 | May 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 115 | 16 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | No change | 115 | 16 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 112 | 15 | 0.0% | 0.0% | 505 | +5 | 4.67% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | New | 99 | 14 | 0.0% | — | 508 | +99 | New | Q1 2026 | Apr 09, 2026 |
| Asset Dedication, LLC | History | No change | 102 | 14 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Holos Integrated Wealth LLC | History | No change | 102 | 14 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| McIlrath & Eck, LLC | History | Added to | 92 | 13 | 0.0% | 0.0% | 509 | +1 | 1.1% | Q1 2026 | May 19, 2026 |
| Bogart Wealth, LLC | History | No change | 94 | 13 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MTM Investment Management, LLC | History | No change | 98 | 13 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 97 | 13 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 90 | 12 | 0.0% | 0.0% | 513 | +31 | 52.54% | Q1 2026 | Apr 20, 2026 |
| Versant Capital Management, Inc | History | No change | 83 | 11 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 74 | 10 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 68 | 9 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bravera Wealth | History | No change | 65 | 9 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 50 | 7 | 0.0% | 0.0% | 519 | -136 | -73.12% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 55 | 7 | 0.0% | — | 522 | +55 | New | Q1 2026 | May 08, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 52 | 7 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 54 | 7 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 56 | 7 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 38 | 6 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | No change | 47 | 6 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | Reduced | 32 | 5 | 0.0% | 0.0% | 527 | -51 | -61.45% | Q1 2026 | Apr 27, 2026 |
| ST GERMAIN D J CO INC | History | New | 41 | 5 | 0.0% | — | 531 | +41 | New | Q1 2026 | Apr 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 40 | 5 | 0.0% | — | 533 | +40 | New | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | New | 39 | 5 | 0.0% | — | 532 | +39 | New | Q1 2026 | May 12, 2026 |
| Robinswood Financial LLC | History | New | 38 | 5 | 0.0% | — | 534 | +38 | New | Q1 2026 | Jul 13, 2026 |
| WPG Advisers, LLC | History | Added to | 40 | 5 | 0.0% | — | 530 | +36 | 900.0% | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 36 | 5 | 0.0% | 0.0% | 529 | +1 | 2.86% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 39 | 5 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 36 | 5 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 36 | 5 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wealth Science Advisors LLC | History | New | 32 | 4 | 0.0% | — | 541 | +32 | New | Q1 2026 | Apr 08, 2026 |
| WealthShield Partners, LLC | History | Added to | 35 | 4 | 0.0% | 0.0% | 536 | +6 | 20.69% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 26 | 4 | 0.0% | 0.0% | 539 | +2 | 8.33% | Q1 2026 | May 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 34 | 4 | 0.0% | 0.0% | 540 | +1 | 3.03% | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 25 | 4 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 29 | 4 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | No change | 35 | 4 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 24 | 3 | 0.0% | — | 545 | +24 | New | Q1 2026 | Apr 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 24 | 3 | 0.0% | — | 546 | +24 | New | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 24 | 3 | 0.0% | — | 547 | +24 | New | Q1 2026 | May 14, 2026 |
| ATWOOD & PALMER INC | History | No change | 28 | 3 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 22 | 3 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | New | 21 | 2 | 0.0% | — | 549 | +21 | New | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | New | 15 | 2 | 0.0% | — | 550 | +15 | New | Q1 2026 | May 06, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Caitlin John, LLC | History | Reduced | 9 | 1 | 0.0% | 0.09% | 552 | -1,000 | -99.11% | Q1 2026 | May 13, 2026 |
| Central Pacific Bank - Trust Division | History | New | 11 | 1 | 0.0% | — | 553 | +11 | New | Q1 2026 | Apr 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 10 | 1 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Closed out | 0 | 0 | — | 0.1% | — | -417,950 | -100.0% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -21,900 | -100.0% | Q1 2026 | Aug 12, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 1.28% | — | -16,268 | -100.0% | Q1 2026 | Apr 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,500 | -100.0% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -12,128 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.18% | — | -7,662 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,300 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Goldstone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,147 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,956 | -100.0% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,883 | -100.0% | Q1 2026 | May 07, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,354 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CPR Investments Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -3,731 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,020 | -100.0% | Q1 2026 | May 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,659 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.24% | — | -1,857 | -100.0% | Q1 2026 | Apr 02, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -1,857 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,835 | -100.0% | Q1 2026 | May 04, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -860 | -100.0% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -816 | -100.0% | Q1 2026 | May 26, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | — | 0.0% | — | -743 | -100.0% | Q1 2026 | May 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -741 | -100.0% | Q1 2026 | May 18, 2026 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -492 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -372 | -100.0% | Q1 2026 | May 08, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -366 | -100.0% | Q1 2026 | May 07, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -241 | -100.0% | Q1 2026 | May 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q1 2026 | May 01, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q1 2026 | May 06, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -78 | -100.0% | Q1 2026 | May 01, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 01, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 04, 2026 |
| Key Capital Management, INC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 07, 2026 |
| Citizens National Bank Trust Department | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 04, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Perspectives, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |