VANGUARD SCOTTSDALE FUNDS - VONG
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 | 76,119,779 | 8,349,578 | 0.61% | 0.45% | 1 | +24,863,877 | 48.51% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 28,823,535 | 3,161,653 | 0.47% | 0.07% | 2 | +25,086,363 | 671.27% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 16,782,350 | 1,840,855 | 0.49% | 0.27% | 3 | +8,608,153 | 105.31% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 9,736,578 | 1,068,005 | 0.06% | 0.06% | 4 | +1,078,844 | 12.46% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,492,332 | 1,041,213 | 1.11% | 1.36% | 5 | -719,133 | -7.04% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,659,298 | 620,768 | 2.39% | — | 6 | +5,659,298 | New | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,184,899 | 568,731 | 0.12% | 0.03% | 7 | +4,171,526 | 411.65% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,066,913 | 555,789 | 0.15% | 0.12% | 8 | +1,645,822 | 48.11% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,240,387 | 465,128 | 0.09% | 0.09% | 9 | +10,488 | 0.25% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,975,193 | 435,800 | 0.1% | 0.11% | 10 | -378 | -0.01% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 3,592,959 | 394,111 | 0.17% | 0.19% | 11 | +101,656 | 2.91% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,481,927 | 381,932 | 2.14% | 2.41% | 12 | -63,250 | -1.78% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,114,782 | 341,660 | 0.11% | 0.12% | 13 | +4,998 | 0.16% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,556,697 | 328,888 | 2.12% | 2.32% | 14 | -1,225,243 | -44.04% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,027,559 | 246,855 | 8.35% | 8.35% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 2,150,175 | 235,852 | 0.16% | 0.01% | 16 | +2,028,571 | 1668.18% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,014,742 | 220,997 | 0.31% | 0.32% | 17 | +30,536 | 1.54% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,077,244 | 220,604 | 0.11% | 0.11% | 18 | +534,582 | 34.65% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,954,543 | 214,393 | 0.29% | 0.32% | 19 | +13,924 | 0.72% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,870,728 | 205,201 | 0.22% | 0.24% | 20 | +45,287 | 2.48% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,803,853 | 197,865 | 0.49% | 0.44% | 21 | +220,766 | 13.95% | Q1 2026 | Apr 22, 2026 |
| JABODON PT CO | History | Added to | 1,634,211 | 179,257 | 20.84% | 23.51% | 22 | +174,729 | 11.97% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,382,090 | 151,595 | 0.22% | 0.25% | 23 | -25,921 | -1.84% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,308,614 | 143,541 | 0.02% | 0.01% | 24 | +729,077 | 125.8% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,288,656 | 141,352 | 0.02% | 0.02% | 25 | +193,959 | 17.72% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,251,581 | 137,285 | 0.55% | 0.54% | 26 | +102,638 | 8.93% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,247,760 | 136,866 | 0.25% | 0.23% | 27 | +658,343 | 111.69% | Q1 2026 | May 01, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,131,214 | 124,082 | 0.15% | 0.17% | 28 | -40,915 | -3.49% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Added to | 1,095,021 | 120,112 | 8.52% | 9.25% | 29 | +41,771 | 3.97% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,073,317 | 117,732 | 0.62% | 0.74% | 30 | +209,889 | 24.31% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 991,753 | 108,784 | 0.15% | 0.15% | 31 | +161,989 | 19.52% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,007,536 | 106,516 | 0.01% | 0.01% | 32 | +339,971 | 50.93% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 960,375 | 105,343 | 0.06% | 0.06% | 33 | +41,377 | 4.5% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 907,508 | 99,396 | 0.14% | 0.13% | 34 | +6,773 | 0.75% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 863,072 | 94,670 | 5.37% | 4.8% | 35 | +141,741 | 19.65% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 846,825 | 92,888 | 1.51% | 1.86% | 36 | -32,850 | -3.73% | Q1 2026 | Apr 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 775,133 | 85,024 | 0.61% | 0.8% | 37 | -181,144 | -18.94% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 673,006 | 81,938 | 0.33% | 0.33% | 38 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 720,571 | 79,039 | 0.34% | 0.22% | 39 | +286,919 | 66.16% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 716,080 | 78,546 | 0.14% | 0.08% | 40 | +351,409 | 96.36% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 695,315 | 76,269 | 7.43% | 7.54% | 41 | +61,473 | 9.7% | Q1 2026 | Apr 29, 2026 |
| LPWM LLC | History | Added to | 660,553 | 72,456 | 18.28% | 20.26% | 42 | +840 | 0.13% | Q1 2026 | Apr 08, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 654,798 | 71,824 | 13.73% | 14.47% | 43 | +29,129 | 4.66% | Q1 2026 | Apr 09, 2026 |
| Wealthquest Corp | History | No change | 582,273 | 70,891 | 5.35% | 5.35% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 93 Financial Group, LLC | History | Added to | 599,199 | 65,726 | 29.31% | 31.37% | 45 | +7,455 | 1.26% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 581,773 | 63,814 | 0.68% | 0.8% | 46 | -39,647 | -6.38% | Q1 2026 | May 11, 2026 |
| Waldron Private Wealth LLC | History | Added to | 546,367 | 59,931 | 2.34% | 2.59% | 47 | +7,881 | 1.46% | Q1 2026 | Apr 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 537,037 | 58,907 | 2.54% | 2.59% | 48 | +26,317 | 5.15% | Q1 2026 | May 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 531,649 | 58,316 | 3.76% | 3.72% | 49 | +54,596 | 11.44% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 588,709 | 57,969 | 0.1% | 0.12% | 50 | +10,764 | 1.86% | Q1 2026 | May 14, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 527,960 | 57,911 | 23.03% | 24.77% | 51 | +8,854 | 1.71% | Q1 2026 | Apr 28, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 521,411 | 57,193 | 5.51% | 6.0% | 52 | -8,458 | -1.6% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Added to | 499,341 | 54,772 | 0.66% | 0.69% | 53 | +6,769 | 1.37% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 464,754 | 50,978 | 0.06% | 0.06% | 54 | +42,339 | 10.02% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 457,066 | 50,135 | 0.1% | 0.11% | 55 | +1,594 | 0.35% | Q1 2026 | May 06, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 454,592 | 49,864 | 10.79% | 7.0% | 56 | +189,292 | 71.35% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 441,472 | 48,425 | 0.61% | 0.55% | 57 | +76,549 | 20.98% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 440,360 | 48,303 | 1.28% | 1.35% | 58 | +10,677 | 2.48% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Added to | 416,362 | 45,670 | 1.25% | 0.63% | 59 | +245,706 | 143.98% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Added to | 355,648 | 43,588 | 0.65% | 0.66% | 60 | +81,972 | 29.95% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 391,535 | 42,947 | 0.39% | 0.84% | 61 | -157,384 | -28.67% | Q1 2026 | May 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 386,161 | 42,358 | 2.57% | 1.4% | 62 | -4,397,728 | -91.93% | Q1 2026 | May 12, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 384,641 | 42,191 | 10.52% | 11.09% | 63 | +16,925 | 4.6% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 375,591 | 41,198 | 0.01% | 0.01% | 64 | +10,811 | 2.96% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 366,453 | 40,122 | 0.05% | — | 65 | +366,453 | New | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 359,732 | 39,458 | 3.02% | 3.08% | 66 | +20,684 | 6.1% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 359,470 | 39,430 | 0.19% | 0.24% | 67 | +32 | 0.01% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 355,836 | 39,032 | 0.05% | 0.02% | 68 | +266,260 | 297.24% | Q1 2026 | May 13, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 345,222 | 37,867 | 4.35% | 4.05% | 69 | +22,658 | 7.02% | Q1 2026 | May 01, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 339,365 | 37,224 | 2.23% | 2.44% | 70 | +9,805 | 2.98% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 330,905 | 36,297 | 0.11% | 0.13% | 71 | -26,771 | -7.48% | Q1 2026 | May 13, 2026 |
| LVW Advisors, LLC | History | Reduced | 319,679 | 35,065 | 3.34% | 5.09% | 72 | -92,948 | -22.53% | Q1 2026 | Apr 20, 2026 |
| Steele Capital Management, Inc. | History | Added to | 306,128 | 33,579 | 1.39% | 1.58% | 73 | +4,578 | 1.52% | Q1 2026 | Apr 29, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 300,323 | 32,942 | 11.39% | 12.35% | 74 | +7,516 | 2.57% | Q1 2026 | May 06, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 264,062 | 32,149 | 3.57% | 3.57% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cynosure Group, LLC | History | Added to | 262,913 | 32,009 | 4.0% | 0.24% | 76 | +259,515 | 7637.29% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 291,387 | 31,962 | 0.61% | 0.59% | 77 | +34,497 | 13.43% | Q1 2026 | May 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 290,288 | 31,841 | 0.66% | 0.62% | 78 | +49,636 | 20.63% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 290,126 | 30,672 | 0.95% | 0.98% | 79 | +21,697 | 8.08% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 279,252 | 30,631 | 0.19% | 0.21% | 80 | -2,336 | -0.83% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 275,151 | 30,181 | 0.08% | 0.1% | 81 | -71,079 | -20.53% | Q1 2026 | May 04, 2026 |
| NICOLET BANKSHARES INC | History | New | 265,499 | 29,122 | 1.07% | — | 82 | +265,499 | New | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 263,711 | 28,926 | 1.76% | 2.22% | 83 | -26,013 | -8.98% | Q1 2026 | Apr 13, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 230,015 | 28,004 | 4.04% | 4.04% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 252,935 | 27,744 | 0.13% | 0.14% | 85 | +9,740 | 4.01% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 224,998 | 27,393 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 248,740 | 27,284 | 2.15% | 0.76% | 87 | +172,713 | 227.17% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 223,090 | 27,161 | 0.13% | 0.13% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 246,834 | 27,075 | 7.15% | 7.7% | 89 | +18,872 | 8.28% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 240,818 | 26,653 | 0.05% | 0.06% | 90 | -119,053 | -33.08% | Q1 2026 | Apr 08, 2026 |
| Haverford Trust Co | History | Added to | 236,938 | 25,989 | 0.24% | 0.18% | 91 | +72,160 | 43.79% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 235,754 | 25,859 | 0.18% | 0.21% | 92 | +12,154 | 5.44% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 221,330 | 24,278 | 0.06% | 0.07% | 93 | -7,733 | -3.38% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 218,649 | 23,989 | 0.12% | 0.13% | 94 | +13,154 | 6.4% | Q1 2026 | May 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 216,794 | 23,780 | 1.99% | 2.15% | 95 | -1,507 | -0.69% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 193,068 | 23,506 | 0.42% | 0.42% | 96 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 210,556 | 23,095 | 0.11% | 0.08% | 97 | -1,864 | -0.88% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 208,274 | 22,845 | 0.36% | 0.41% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 206,674 | 22,670 | 7.49% | 8.57% | 99 | +13,234 | 6.84% | Q1 2026 | May 15, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 204,728 | 22,456 | 4.4% | 4.69% | 100 | +2,784 | 1.38% | Q1 2026 | Apr 15, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 204,331 | 22,413 | 4.41% | 4.83% | 101 | +4,373 | 2.19% | Q1 2026 | May 11, 2026 |
| Perkins Coie Trust Co | History | Added to | 202,524 | 22,214 | 4.27% | 4.51% | 102 | +3,740 | 1.88% | Q1 2026 | Apr 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 197,948 | 21,713 | 0.25% | 0.23% | 103 | +37,186 | 23.13% | Q1 2026 | May 01, 2026 |
| Elite Financial, Inc. | History | Reduced | 194,373 | 21,320 | 9.56% | 10.91% | 104 | -2,695 | -1.37% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 184,848 | 20,276 | 0.25% | 0.26% | 105 | +11,133 | 6.41% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 182,935 | 20,066 | 0.02% | 0.02% | 106 | +5,125 | 2.88% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 155,213 | 19,740 | 0.39% | 0.45% | 107 | -11,459 | -6.88% | Q1 2026 | May 11, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 170,887 | 18,744 | 14.32% | 17.41% | 108 | +1,127 | 0.66% | Q1 2026 | May 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 170,845 | 18,740 | 0.12% | 0.13% | 109 | +1,517 | 0.9% | Q1 2026 | Apr 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 168,410 | 18,473 | 0.3% | 0.25% | 110 | +68,647 | 68.81% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Added to | 163,154 | 17,896 | 0.88% | 0.72% | 111 | +42,804 | 35.57% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 162,334 | 17,806 | 0.07% | 0.07% | 112 | +1,247 | 0.77% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Added to | 159,489 | 17,494 | 0.03% | 0.03% | 113 | +2,971 | 1.9% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 159,274 | 17,470 | 1.13% | 0.83% | 114 | +55,416 | 53.36% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 157,300 | 17,254 | 0.02% | 0.0% | 115 | +132,653 | 538.21% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | Added to | 153,990 | 16,891 | 2.49% | 2.29% | 116 | +38,400 | 33.22% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 153,900 | 16,881 | 0.01% | 0.1% | 117 | -440,200 | -74.1% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 150,664 | 16,526 | 0.03% | 0.02% | 118 | +42,796 | 39.67% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Added to | 148,262 | 16,262 | 0.06% | 0.05% | 119 | +12,561 | 9.26% | Q1 2026 | May 12, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 148,173 | 16,253 | 6.54% | 9.16% | 120 | -26,850 | -15.34% | Q1 2026 | May 13, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 146,265 | 16,043 | 2.33% | 2.73% | 121 | +914 | 0.63% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 145,726 | 15,984 | 0.06% | 0.06% | 122 | +19,654 | 15.59% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 143,583 | 15,749 | 6.8% | 6.89% | 123 | +12,901 | 9.87% | Q1 2026 | May 01, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 140,294 | 15,388 | 0.51% | 0.54% | 124 | +4,797 | 3.54% | Q1 2026 | Apr 22, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 137,582 | 15,091 | 3.92% | 4.31% | 125 | +10,851 | 8.56% | Q1 2026 | May 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 121,824 | 14,832 | 2.91% | 2.91% | 126 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 131,345 | 14,407 | 0.08% | 0.08% | 127 | +1,177 | 0.9% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Reduced | 129,083 | 14,159 | 0.02% | 0.03% | 128 | -1,593 | -1.22% | Q1 2026 | May 15, 2026 |
| CONNABLE OFFICE INC | History | Added to | 129,028 | 14,153 | 1.39% | 1.44% | 129 | +113 | 0.09% | Q1 2026 | Apr 29, 2026 |
| VANCE WEALTH, LLC | History | Added to | 126,290 | 13,852 | 4.0% | 4.2% | 130 | +10,248 | 8.83% | Q1 2026 | May 15, 2026 |
| 71 West Capital Partners | History | Added to | 124,767 | 13,685 | 0.6% | 0.68% | 131 | +3,473 | 2.86% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 122,491 | 13,436 | 0.1% | 0.16% | 132 | -36,957 | -23.18% | Q1 2026 | Apr 15, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 118,045 | 12,948 | 1.12% | 1.35% | 133 | -13,553 | -10.3% | Q1 2026 | May 07, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 114,740 | 12,586 | 0.6% | 0.89% | 134 | -36,080 | -23.92% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 113,001 | 12,395 | 0.01% | 0.01% | 135 | +7,909 | 7.53% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 112,650 | 12,356 | 0.06% | 0.06% | 136 | +18,318 | 19.42% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 109,925 | 12,057 | 0.26% | 0.27% | 137 | +6,614 | 6.4% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 107,153 | 11,753 | 0.09% | 0.09% | 138 | +3,019 | 2.9% | Q1 2026 | May 11, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 106,236 | 11,653 | 1.02% | — | 139 | +106,236 | New | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 105,626 | 11,586 | 0.0% | 0.0% | 140 | +8,860 | 9.16% | Q1 2026 | May 15, 2026 |
| Livet Wealth, LLC | History | Added to | 104,970 | 11,514 | 7.32% | 7.82% | 141 | +684 | 0.66% | Q1 2026 | Apr 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 103,650 | 11,369 | 0.23% | 0.26% | 142 | -2,587 | -2.44% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Added to | 93,497 | 11,327 | 1.07% | 0.93% | 143 | +9,405 | 11.18% | Q1 2026 | May 19, 2026 |
| Brandywine Asset Management, Inc. | History | Added to | 101,346 | 11,260 | 8.94% | 7.82% | 144 | +6,131 | 6.44% | Q1 2026 | Apr 22, 2026 |
| Bare Financial Services, Inc | History | Added to | 100,745 | 11,050 | 2.92% | 3.11% | 145 | +8,879 | 9.67% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Added to | 95,655 | 10,492 | 1.45% | 1.69% | 146 | +101 | 0.11% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 96,303 | 10,181 | 0.37% | 0.45% | 147 | -1,003 | -1.03% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 89,176 | 9,781 | 0.24% | 0.27% | 148 | -1,759 | -1.93% | Q1 2026 | Apr 29, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 89,163 | 9,780 | 0.39% | 0.36% | 149 | +10,792 | 13.77% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 88,260 | 9,681 | 0.26% | 0.01% | 150 | +86,226 | 4239.23% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 85,543 | 9,383 | 0.07% | 0.07% | 151 | +21,769 | 34.13% | Q1 2026 | Apr 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 85,096 | 9,334 | 0.01% | 0.0% | 152 | +59,370 | 230.78% | Q1 2026 | May 12, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 84,858 | 9,308 | 0.76% | 0.64% | 153 | +23,067 | 37.33% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 84,739 | 9,294 | 0.05% | 0.06% | 154 | -7,761 | -8.39% | Q1 2026 | May 05, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 84,484 | 9,266 | 4.82% | 4.98% | 155 | +12,740 | 17.76% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 82,117 | 9,007 | 0.07% | 0.08% | 156 | -531 | -0.64% | Q1 2026 | May 14, 2026 |
| Base Wealth Management LLC | History | Reduced | 80,976 | 8,882 | 4.97% | 5.89% | 157 | -8,841 | -9.84% | Q1 2026 | Apr 29, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 80,362 | 8,814 | 4.28% | 4.88% | 158 | -22 | -0.03% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 79,700 | 8,742 | 0.01% | — | 159 | +79,700 | New | Q1 2026 | May 14, 2026 |
| Darrow Company, Inc. | History | Added to | 79,346 | 8,703 | 3.92% | 4.3% | 160 | +670 | 0.85% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 79,111 | 8,677 | 0.16% | 0.2% | 161 | -8,363 | -9.56% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Added to | 78,895 | 8,653 | 1.65% | 1.58% | 162 | +8,178 | 11.56% | Q1 2026 | Apr 03, 2026 |
| Hurley Capital, LLC | History | Reduced | 77,243 | 8,472 | 4.54% | 5.68% | 163 | -6,095 | -7.31% | Q1 2026 | May 06, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 65,644 | 8,348 | 3.67% | 3.35% | 164 | +6,077 | 10.2% | Q1 2026 | May 11, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 75,145 | 8,242 | 0.71% | — | 165 | +75,145 | New | Q1 2026 | May 14, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 74,735 | 8,197 | 6.41% | 6.86% | 166 | +10,597 | 16.52% | Q1 2026 | May 12, 2026 |
| Blue Barn Wealth, LLC | History | No change | 65,558 | 7,981 | 11.62% | 11.62% | 167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 72,331 | 7,934 | 0.0% | 0.0% | 168 | +1,326 | 1.87% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 62,340 | 7,589 | 3.29% | 3.29% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SWAN Capital LLC | History | Reduced | 68,990 | 7,567 | 2.78% | 3.56% | 170 | -6,165 | -8.2% | Q1 2026 | May 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 68,575 | 7,521 | 0.76% | 0.55% | 171 | +23,822 | 53.23% | Q1 2026 | Apr 30, 2026 |
| Empire Life Investments Inc. | History | Added to | 67,070 | 7,423 | 0.45% | 0.32% | 172 | +19,840 | 42.01% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 67,595 | 7,414 | 0.06% | 0.02% | 173 | +55,491 | 458.45% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 69,033 | 7,298 | 1.11% | 1.45% | 174 | -8,545 | -11.01% | Q1 2026 | May 07, 2026 |
| AMG National Trust Bank | History | Added to | 64,245 | 7,047 | 0.15% | 0.15% | 175 | +12,308 | 23.7% | Q1 2026 | May 04, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 64,065 | 7,027 | 5.39% | 5.63% | 176 | +2,887 | 4.72% | Q1 2026 | Apr 22, 2026 |
| Advisory Resource Group | History | Added to | 64,018 | 7,022 | 1.21% | 1.27% | 177 | +4,553 | 7.66% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 62,902 | 6,899 | 0.7% | 0.78% | 178 | -79 | -0.13% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 62,704 | 6,878 | 0.2% | 0.23% | 179 | -1,660 | -2.58% | Q1 2026 | Apr 21, 2026 |
| Zhang Financial LLC | History | Added to | 61,213 | 6,714 | 0.23% | 0.22% | 180 | +13,601 | 28.57% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 60,897 | 6,679 | 0.14% | 0.16% | 181 | +1,971 | 3.34% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 60,046 | 6,586 | 0.0% | 0.0% | 182 | +2,431 | 4.22% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 59,614 | 6,539 | 0.04% | 0.04% | 183 | +1,080 | 1.85% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 59,374 | 6,512 | 0.12% | 0.03% | 184 | +45,686 | 333.77% | Q1 2026 | Apr 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 58,995 | 6,471 | 0.22% | 0.26% | 185 | -2,638 | -4.28% | Q1 2026 | Apr 17, 2026 |
| ERn Financial, LLC | History | Reduced | 58,878 | 6,458 | 1.21% | 1.36% | 186 | -432 | -0.73% | Q1 2026 | Apr 24, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 57,507 | 6,307 | 0.66% | 0.76% | 187 | +212 | 0.37% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 57,368 | 6,292 | 0.01% | 0.01% | 188 | +24,309 | 73.53% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 57,202 | 6,274 | 0.09% | 0.1% | 189 | -614 | -1.06% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 57,186 | 6,272 | 0.0% | 0.0% | 190 | -20,848 | -26.72% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 56,329 | 6,178 | 0.08% | 0.04% | 191 | +31,222 | 124.36% | Q1 2026 | Apr 23, 2026 |
| GEM Asset Management, LLC | History | Added to | 55,746 | 6,114 | 2.7% | 2.76% | 192 | +5,233 | 10.36% | Q1 2026 | Apr 10, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 55,637 | 6,102 | 1.32% | 1.35% | 193 | +2,965 | 5.63% | Q1 2026 | May 08, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 55,169 | 6,051 | 0.43% | 0.5% | 194 | -1,861 | -3.26% | Q1 2026 | May 06, 2026 |
| Aurelius Family Office LLC | History | Added to | 54,877 | 6,019 | 2.62% | 2.78% | 195 | +1,806 | 3.4% | Q1 2026 | Apr 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 54,665 | 5,996 | 0.05% | 0.05% | 196 | +7,094 | 14.91% | Q1 2026 | May 01, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 49,186 | 5,988 | 0.46% | 0.46% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 54,510 | 5,979 | 0.22% | 0.23% | 198 | +2,543 | 4.89% | Q1 2026 | Apr 20, 2026 |
| Facet Wealth, Inc. | History | Added to | 54,278 | 5,953 | 0.1% | 0.1% | 199 | +8,224 | 17.86% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Reduced | 54,060 | 5,929 | 0.1% | 0.17% | 200 | -30,219 | -35.86% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 53,376 | 5,854 | 0.0% | 0.01% | 201 | -194,714 | -78.49% | Q1 2026 | May 13, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 52,959 | 5,809 | 3.35% | 3.65% | 202 | +348 | 0.66% | Q1 2026 | Apr 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 52,584 | 5,767 | 0.36% | 0.39% | 203 | +1,644 | 3.23% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 50,703 | 5,561 | 0.14% | 0.12% | 204 | +14,218 | 38.97% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 50,054 | 5,490 | 0.04% | 0.04% | 205 | +4,584 | 10.08% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 48,267 | 5,342 | 0.05% | 0.06% | 206 | +2,682 | 5.88% | Q1 2026 | Apr 07, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 48,580 | 5,328 | 0.61% | 0.96% | 207 | -19,477 | -28.62% | Q1 2026 | Apr 28, 2026 |
| Crumly & Associates Inc. | History | Reduced | 48,458 | 5,315 | 1.12% | 1.33% | 208 | -3,817 | -7.3% | Q1 2026 | Apr 02, 2026 |
| Wealth Advisory Team LLC | History | No change | 43,280 | 5,269 | 4.66% | 4.66% | 209 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 47,314 | 5,237 | 0.57% | 0.59% | 210 | +2,717 | 6.09% | Q1 2026 | May 06, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 47,627 | 5,224 | 2.6% | 3.2% | 211 | -394 | -0.82% | Q1 2026 | May 14, 2026 |
| Blue Capital, Inc. | History | Reduced | 47,518 | 5,212 | 3.4% | 4.21% | 212 | -1,007 | -2.08% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 46,252 | 5,073 | 0.09% | 0.11% | 213 | -815 | -1.73% | Q1 2026 | Apr 17, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 45,641 | 5,006 | 2.74% | 2.95% | 214 | +7 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Added to | 45,391 | 4,978 | 0.02% | 0.03% | 215 | +954 | 2.15% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Reduced | 45,177 | 4,955 | 0.01% | 0.01% | 216 | -687 | -1.5% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 45,168 | 4,954 | 0.48% | 0.54% | 217 | +694 | 1.56% | Q1 2026 | Apr 22, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 45,046 | 4,941 | 0.95% | 0.56% | 218 | +22,481 | 99.63% | Q1 2026 | Apr 21, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 42,359 | 4,646 | 1.31% | 1.52% | 219 | +331 | 0.79% | Q1 2026 | Apr 22, 2026 |
| Certified Advisory Corp | History | Reduced | 42,192 | 4,628 | 0.42% | 0.48% | 220 | -1,153 | -2.66% | Q1 2026 | Apr 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 41,468 | 4,583 | 0.01% | 0.0% | 221 | +41,154 | 13106.37% | Q1 2026 | May 12, 2026 |
| Auour Investments LLC | History | Added to | 40,740 | 4,468 | 1.41% | 1.54% | 222 | +1,076 | 2.71% | Q1 2026 | Apr 20, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 40,739 | 4,468 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 40,683 | 4,462 | 0.07% | 0.08% | 224 | -261 | -0.64% | Q1 2026 | Apr 07, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 36,211 | 4,408 | 1.47% | 1.47% | 225 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| PFG Advisors | History | Reduced | 39,969 | 4,384 | 0.21% | 0.24% | 226 | -1,256 | -3.05% | Q1 2026 | May 05, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 39,836 | 4,369 | 1.58% | 1.67% | 227 | +54 | 0.14% | Q1 2026 | May 11, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 39,079 | 4,286 | 0.6% | 0.7% | 228 | -2,733 | -6.54% | Q1 2026 | Apr 30, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 38,781 | 4,254 | 0.07% | 0.09% | 229 | -5,720 | -12.85% | Q1 2026 | May 11, 2026 |
| TAGStone Capital, Inc. | History | Added to | 38,501 | 4,223 | 1.49% | 1.72% | 230 | +496 | 1.31% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 38,142 | 4,183 | 0.15% | 0.32% | 231 | -35,711 | -48.35% | Q1 2026 | Apr 28, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 38,103 | 4,179 | 0.29% | 0.25% | 232 | +5 | 0.01% | Q1 2026 | May 11, 2026 |
| COFG Advisors, LLC | History | Added to | 37,652 | 4,130 | 1.02% | 0.9% | 233 | +7,869 | 26.42% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Reduced | 37,435 | 4,106 | 0.09% | 0.1% | 234 | -11 | -0.03% | Q1 2026 | May 13, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 37,067 | 4,099 | 0.51% | 0.53% | 235 | -792 | -2.09% | Q1 2026 | May 05, 2026 |
| Indivisible Partners | History | Added to | 36,800 | 4,036 | 0.36% | 0.41% | 236 | +5,434 | 17.32% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 36,520 | 4,005 | 0.02% | 0.01% | 237 | +26,596 | 268.0% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | New | 36,288 | 3,980 | 0.14% | — | 238 | +36,288 | New | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | New | 36,234 | 3,974 | 0.32% | — | 239 | +36,234 | New | Q1 2026 | Apr 16, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 36,222 | 3,973 | 0.06% | 0.08% | 240 | -4,464 | -10.97% | Q1 2026 | May 11, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 36,198 | 3,970 | 0.33% | 0.36% | 241 | -210 | -0.58% | Q1 2026 | Apr 21, 2026 |
| One Day In July LLC | History | Added to | 36,174 | 3,967 | 0.32% | 0.35% | 242 | +1,038 | 2.95% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 35,703 | 3,916 | 0.13% | 0.18% | 243 | -8,226 | -18.73% | Q1 2026 | May 07, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 35,527 | 3,896 | 0.22% | 0.24% | 244 | -388 | -1.08% | Q1 2026 | Apr 14, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 35,396 | 3,882 | 0.09% | 0.11% | 245 | -2,864 | -7.49% | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 34,940 | 3,832 | 0.56% | 0.65% | 246 | -849 | -2.37% | Q1 2026 | Apr 21, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 34,779 | 3,814 | 0.17% | 0.2% | 247 | -3,751 | -9.74% | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 34,756 | 3,812 | 0.5% | 0.5% | 248 | +3,139 | 9.93% | Q1 2026 | Apr 27, 2026 |
| Michels Family Financial, LLC | History | Added to | 34,059 | 3,735 | 2.69% | 2.86% | 249 | +2,120 | 6.64% | Q1 2026 | Apr 24, 2026 |
| Ballentine Partners, LLC | History | Added to | 33,835 | 3,711 | 0.05% | 0.05% | 250 | +2,128 | 6.71% | Q1 2026 | May 14, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 33,813 | 3,708 | 0.3% | 0.34% | 251 | -20 | -0.06% | Q1 2026 | May 06, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 40,650 | 3,683 | 0.94% | 1.02% | 252 | -974 | -2.34% | Q1 2026 | Apr 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 32,929 | 3,612 | 0.25% | 0.35% | 254 | -13,537 | -29.13% | Q1 2026 | May 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 32,934 | 3,612 | 0.07% | 0.06% | 253 | +6,402 | 24.13% | Q1 2026 | Apr 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 32,465 | 3,561 | 0.02% | 0.02% | 255 | -1,919 | -5.58% | Q1 2026 | May 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 32,128 | 3,524 | 0.16% | 0.2% | 256 | -4,913 | -13.26% | Q1 2026 | May 05, 2026 |
| WFA of San Diego, LLC | History | Reduced | 31,882 | 3,497 | 2.81% | 2.98% | 257 | -1,601 | -4.78% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 31,759 | 3,483 | 0.19% | 0.19% | 258 | +3,223 | 11.29% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 31,451 | 3,449 | 0.12% | 0.14% | 259 | -630 | -1.96% | Q1 2026 | Apr 14, 2026 |
| Headlands Technologies LLC | History | New | 31,361 | 3,439 | 0.39% | — | 260 | +31,361 | New | Q1 2026 | May 13, 2026 |
| Andina Capital Management, LLC | History | Reduced | 31,133 | 3,414 | 3.02% | 3.24% | 261 | -12,856 | -29.23% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 30,811 | 3,379 | 0.02% | 0.02% | 262 | +1,840 | 6.35% | Q1 2026 | Apr 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 27,701 | 3,372 | 0.0% | 0.01% | 263 | -260,471 | -90.39% | Q1 2026 | May 15, 2026 |
| Westshore Wealth, LLC | History | No change | 27,628 | 3,363 | 1.11% | 1.11% | 264 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 30,508 | 3,346 | 1.66% | 1.74% | 265 | +1,955 | 6.85% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 30,382 | 3,332 | 0.07% | 0.01% | 266 | +27,392 | 916.12% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 30,082 | 3,299 | 0.05% | 0.06% | 267 | -1,749 | -5.49% | Q1 2026 | Apr 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 26,100 | 3,215 | 0.07% | 0.08% | 268 | -174 | -0.66% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 29,204 | 3,203 | 0.01% | 0.01% | 269 | +1,583 | 5.73% | Q1 2026 | May 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 26,028 | 3,168 | 0.92% | 0.92% | 270 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 28,257 | 3,099 | 0.17% | 0.58% | 271 | -52,054 | -64.82% | Q1 2026 | May 14, 2026 |
| REDW Wealth LLC | History | Added to | 27,662 | 3,034 | 1.21% | 0.89% | 272 | +8,439 | 43.9% | Q1 2026 | May 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 26,609 | 2,918 | 0.14% | 0.16% | 273 | -401 | -1.48% | Q1 2026 | Apr 28, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 26,313 | 2,886 | 0.06% | 0.07% | 274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 26,265 | 2,881 | 0.11% | 0.15% | 275 | +104 | 0.4% | Q1 2026 | May 19, 2026 |
| Inspire Advisors, LLC | History | Reduced | 26,205 | 2,874 | 0.23% | 0.29% | 276 | -82 | -0.31% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Reduced | 26,157 | 2,869 | 0.67% | 0.74% | 277 | -30 | -0.11% | Q1 2026 | May 12, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 26,116 | 2,864 | 0.32% | 0.36% | 278 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 26,017 | 2,853 | 0.21% | 0.32% | 279 | -12,306 | -32.11% | Q1 2026 | Apr 20, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 25,545 | 2,801 | 0.06% | — | 280 | +25,545 | New | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 25,056 | 2,757 | 0.2% | 0.3% | 281 | -8,119 | -24.47% | Q1 2026 | May 05, 2026 |
| M3 Advisory Group, LLC | History | No change | 25,054 | 2,748 | 1.69% | 1.86% | 282 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunpointe, LLC | History | Added to | 24,961 | 2,737 | 0.9% | 0.99% | 283 | +512 | 2.09% | Q1 2026 | Apr 21, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 24,685 | 2,707 | 0.44% | 0.25% | 284 | +11,791 | 91.45% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 22,001 | 2,693 | 0.05% | — | 285 | +22,001 | New | Q1 2026 | May 01, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 24,170 | 2,651 | 0.02% | 0.02% | 286 | +3,566 | 17.31% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 21,623 | 2,632 | 0.2% | 0.2% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 23,525 | 2,580 | 0.01% | 0.01% | 288 | +12,945 | 122.35% | Q1 2026 | May 14, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 23,500 | 2,578 | 0.74% | 0.71% | 289 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 23,388 | 2,564 | 0.33% | 0.39% | 290 | +519 | 2.27% | Q1 2026 | Apr 15, 2026 |
| Embree Financial Group | History | Added to | 23,276 | 2,553 | 0.3% | 0.27% | 291 | +4,955 | 27.05% | Q1 2026 | Apr 23, 2026 |
| STEPH & CO | History | Added to | 22,832 | 2,504 | 0.71% | 0.79% | 292 | +217 | 0.96% | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 22,488 | 2,466 | 0.06% | — | 293 | +22,488 | New | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 22,277 | 2,443 | 0.07% | 0.56% | 294 | -135,011 | -85.84% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 22,231 | 2,438 | 0.03% | — | 295 | +22,231 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 22,071 | 2,421 | 0.03% | 0.03% | 296 | +6,866 | 45.16% | Q1 2026 | May 15, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 21,795 | 2,390 | 2.25% | 3.13% | 297 | -4,021 | -15.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 21,455 | 2,353 | 0.0% | 0.0% | 298 | -210 | -0.97% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 21,402 | 2,347 | 0.03% | 0.02% | 299 | +13,392 | 167.19% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 21,382 | 2,345 | 0.81% | 0.91% | 300 | +682 | 3.29% | Q1 2026 | Apr 23, 2026 |
| Wedmont Private Capital | History | Reduced | 20,431 | 2,329 | 0.08% | 0.1% | 301 | -3,878 | -15.95% | Q1 2026 | Apr 09, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 21,078 | 2,312 | 1.58% | 2.0% | 302 | -2,161 | -9.3% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Added to | 20,755 | 2,276 | 0.06% | 0.08% | 303 | +42 | 0.2% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 20,743 | 2,275 | 0.02% | 0.02% | 304 | +1,608 | 8.4% | Q1 2026 | May 01, 2026 |
| Retirement Planning Group, LLC | History | Added to | 20,655 | 2,265 | 0.07% | 0.06% | 305 | +4,630 | 28.89% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 20,507 | 2,249 | 0.03% | 0.03% | 306 | -1,377 | -6.29% | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 18,445 | 2,245 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 20,450 | 2,243 | 1.41% | 1.54% | 308 | -288 | -1.39% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 20,235 | 2,219 | 0.03% | 0.03% | 309 | -267 | -1.3% | Q1 2026 | Apr 28, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 20,178 | 2,213 | 1.2% | 1.0% | 310 | +1,948 | 10.69% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 19,949 | 2,188 | 0.04% | 0.06% | 311 | -5,200 | -20.68% | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | Added to | 19,189 | 2,104 | 0.03% | 0.02% | 312 | +4,378 | 29.56% | Q1 2026 | May 12, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 18,230 | 2,093 | 0.25% | 0.16% | 313 | +7,677 | 72.75% | Q1 2026 | Apr 22, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 18,885 | 2,071 | 0.09% | 0.1% | 314 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 18,478 | 2,026 | 0.02% | 0.03% | 315 | -1,474 | -7.39% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 18,464 | 2,025 | 1.08% | 1.19% | 316 | +834 | 4.73% | Q1 2026 | Apr 24, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 18,301 | 2,007 | 0.02% | 0.02% | 317 | -407 | -2.18% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Reduced | 18,151 | 1,990 | 0.04% | 0.04% | 318 | -324 | -1.75% | Q1 2026 | May 01, 2026 |
| CVFG LLC | History | New | 17,755 | 1,947 | 0.24% | — | 319 | +17,755 | New | Q1 2026 | Apr 29, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 17,502 | 1,919 | 1.74% | 2.0% | 320 | -272 | -1.53% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,477 | 1,916 | 0.03% | 0.03% | 321 | +1,270 | 7.84% | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 17,423 | 1,911 | 0.15% | 0.14% | 322 | +2,913 | 20.08% | Q1 2026 | May 13, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 17,199 | 1,886 | 0.23% | 0.28% | 323 | -1,103 | -6.03% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 17,092 | 1,874 | 0.0% | 0.0% | 324 | -20,488 | -54.52% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,958 | 1,860 | 0.03% | 0.04% | 325 | +581 | 3.55% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 16,595 | 1,820 | 0.06% | 0.07% | 326 | +453 | 2.81% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | Added to | 16,578 | 1,818 | 0.08% | 0.08% | 327 | +2,466 | 17.47% | Q1 2026 | Apr 30, 2026 |
| Next Level Private LLC | History | Reduced | 16,392 | 1,797 | 0.41% | 0.53% | 328 | -112 | -0.68% | Q1 2026 | Apr 23, 2026 |
| Thomasville National Bank | History | No change | 14,590 | 1,776 | 0.11% | 0.11% | 329 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Garde Capital, Inc. | History | No change | 16,176 | 1,774 | 0.11% | 0.12% | 330 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 16,033 | 1,758 | 0.1% | 0.1% | 331 | +1,803 | 12.67% | Q1 2026 | May 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 15,798 | 1,732 | 0.45% | 0.52% | 332 | -643 | -3.91% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | No change | 15,723 | 1,724 | 0.16% | 0.18% | 333 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 15,652 | 1,716 | 0.02% | 0.15% | 334 | -53,929 | -77.51% | Q1 2026 | May 12, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 15,609 | 1,712 | 0.89% | 1.08% | 335 | -3,015 | -16.19% | Q1 2026 | May 08, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 15,480 | 1,698 | 0.72% | 0.72% | 336 | +918 | 6.3% | Q1 2026 | May 08, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 15,423 | 1,691 | 0.34% | 0.47% | 337 | -2,976 | -16.17% | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 15,325 | 1,680 | 0.16% | 0.18% | 338 | -202 | -1.3% | Q1 2026 | Apr 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 15,290 | 1,677 | 0.21% | 0.21% | 339 | +1,502 | 10.89% | Q1 2026 | Apr 27, 2026 |
| Financial Alternatives, Inc | History | Reduced | 14,887 | 1,632 | 0.88% | 1.1% | 340 | -692 | -4.44% | Q1 2026 | May 01, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 14,746 | 1,617 | 0.35% | 0.34% | 341 | +2,492 | 20.34% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 14,551 | 1,596 | 0.02% | 0.02% | 342 | +102 | 0.71% | Q1 2026 | May 08, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 14,510 | 1,591 | 0.44% | 0.43% | 343 | -169 | -1.15% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 14,502 | 1,590 | 0.01% | — | 344 | +14,502 | New | Q1 2026 | May 08, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 14,041 | 1,540 | 1.0% | 1.11% | 345 | -227 | -1.59% | Q1 2026 | May 11, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 13,965 | 1,531 | 0.4% | 0.44% | 346 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Atria Investments, Inc | History | Reduced | 13,886 | 1,523 | 0.02% | 0.04% | 347 | -14,764 | -51.53% | Q1 2026 | May 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 13,872 | 1,521 | 0.05% | 0.04% | 348 | +2,776 | 25.02% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,832 | 1,517 | 0.14% | 0.06% | 349 | +8,450 | 157.0% | Q1 2026 | Apr 30, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 13,610 | 1,492 | 0.25% | 0.28% | 350 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 13,549 | 1,486 | 0.14% | 0.15% | 351 | +474 | 3.63% | Q1 2026 | Apr 22, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 14,044 | 1,485 | 0.87% | 0.92% | 352 | +305 | 2.22% | Q1 2026 | Apr 01, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 13,460 | 1,476 | 0.34% | 0.37% | 353 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 13,317 | 1,460 | 0.16% | 0.17% | 354 | -109 | -0.81% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 13,310 | 1,459 | 0.03% | 0.03% | 355 | +205 | 1.56% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 13,226 | 1,450 | 1.0% | 1.01% | 356 | +200 | 1.54% | Q1 2026 | May 07, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 13,157 | 1,443 | 0.53% | 0.57% | 357 | +300 | 2.33% | Q1 2026 | Apr 30, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 13,033 | 1,429 | 2.15% | 1.5% | 358 | +4,859 | 59.44% | Q1 2026 | May 05, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 13,004 | 1,426 | 0.19% | 0.23% | 359 | +70 | 0.54% | Q1 2026 | Apr 28, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,992 | 1,425 | 0.06% | 0.07% | 360 | +444 | 3.54% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Added to | 12,947 | 1,420 | 0.04% | 0.04% | 361 | +1,308 | 11.24% | Q1 2026 | May 04, 2026 |
| CERTUITY, LLC | History | Reduced | 12,941 | 1,419 | 0.09% | 0.1% | 362 | -289 | -2.18% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,827 | 1,406 | 0.06% | 0.06% | 363 | +2,210 | 20.82% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 12,786 | 1,402 | 0.0% | 0.01% | 364 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 12,705 | 1,393 | 0.0% | 0.0% | 365 | +100 | 0.79% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,488 | 1,369 | 0.01% | 0.03% | 366 | -8,884 | -41.57% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 12,375 | 1,357 | 0.0% | 0.0% | 367 | +3,675 | 42.24% | Q1 2026 | May 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 12,794 | 1,355 | 0.01% | — | 368 | +12,794 | New | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 12,351 | 1,354 | 0.07% | 0.09% | 369 | -2,232 | -15.31% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | Added to | 12,318 | 1,351 | 0.01% | 0.02% | 370 | +6,300 | 104.69% | Q1 2026 | May 12, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 12,224 | 1,340 | 0.04% | 0.06% | 371 | -2,346 | -16.1% | Q1 2026 | May 08, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 12,178 | 1,335 | 0.52% | 0.45% | 372 | +4,555 | 59.75% | Q1 2026 | Apr 22, 2026 |
| Diversified Trust Co | History | Added to | 12,033 | 1,319 | 0.02% | 0.03% | 373 | +743 | 6.58% | Q1 2026 | Apr 16, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 12,025 | 1,319 | 0.17% | 0.2% | 374 | -208 | -1.7% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,992 | 1,315 | 0.03% | 0.06% | 375 | -7,972 | -39.93% | Q1 2026 | Apr 07, 2026 |
| Balentine LLC | History | Reduced | 11,972 | 1,313 | 0.05% | 0.08% | 376 | -5,629 | -31.98% | Q1 2026 | Apr 24, 2026 |
| Richmond Investment Services, LLC | History | Added to | 11,803 | 1,294 | 0.21% | 0.1% | 377 | +7,206 | 156.75% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 11,642 | 1,277 | 0.02% | 0.03% | 378 | -1,586 | -11.99% | Q1 2026 | May 18, 2026 |
| Trilogy Capital Inc. | History | Added to | 11,602 | 1,272 | 0.06% | 0.05% | 379 | +1,795 | 18.3% | Q1 2026 | Apr 21, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 11,249 | 1,233 | 0.37% | 0.41% | 380 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 11,214 | 1,230 | 0.09% | 0.13% | 381 | -4,122 | -26.88% | Q1 2026 | May 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 11,189 | 1,227 | 0.44% | 0.48% | 382 | -7 | -0.06% | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,933 | 1,219 | 0.1% | 0.06% | 383 | +3,612 | 57.14% | Q1 2026 | May 01, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 11,109 | 1,218 | 0.12% | 0.13% | 384 | +260 | 2.4% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 10,974 | 1,203 | 0.03% | 0.04% | 385 | -231 | -2.06% | Q1 2026 | Apr 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 10,916 | 1,197 | 0.24% | 0.08% | 386 | +7,933 | 265.94% | Q1 2026 | May 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 10,808 | 1,185 | 0.32% | 0.73% | 387 | -10,864 | -50.13% | Q1 2026 | May 05, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 9,755 | 1,183 | 0.13% | 0.16% | 388 | -196 | -1.97% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,146 | 1,160 | 0.03% | 0.04% | 390 | +1,988 | 27.77% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | No change | 9,064 | 1,160 | 0.11% | 0.11% | 389 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 10,563 | 1,158 | 0.01% | 0.01% | 391 | +492 | 4.89% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 10,500 | 1,151 | 0.01% | 0.01% | 392 | +4,922 | 88.24% | Q1 2026 | May 13, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 10,319 | 1,131 | 0.49% | 0.47% | 393 | +1,499 | 17.0% | Q1 2026 | May 07, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | New | 10,256 | 1,124 | 0.29% | — | 394 | +10,256 | New | Q1 2026 | Apr 10, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 10,131 | 1,111 | 0.48% | 0.59% | 395 | -1,434 | -12.4% | Q1 2026 | Apr 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,063 | 1,103 | 0.02% | 0.02% | 396 | +814 | 8.8% | Q1 2026 | Apr 15, 2026 |
| Brio Consultants, LLC | History | Added to | 8,782 | 1,088 | 0.13% | 0.13% | 397 | +422 | 5.05% | Q1 2026 | May 06, 2026 |
| CITY HOLDING CO | History | Reduced | 9,757 | 1,070 | 0.13% | 0.15% | 398 | -150 | -1.51% | Q1 2026 | Apr 15, 2026 |
| Elevation Advisory Partners LLC | History | New | 8,759 | 1,069 | 1.0% | — | 399 | +8,759 | New | Q1 2026 | May 08, 2026 |
| UPTICK PARTNERS, LLC | History | New | 9,733 | 1,067 | 0.21% | — | 400 | +9,733 | New | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,669 | 1,060 | 0.02% | 0.04% | 401 | -2,525 | -20.71% | Q1 2026 | May 15, 2026 |
| IFS Group,LLC | History | New | 9,656 | 1,059 | 0.94% | — | 402 | +9,656 | New | Q1 2026 | May 18, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 9,624 | 1,055 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,976 | 1,054 | 0.07% | 0.06% | 404 | -127 | -1.26% | Q1 2026 | Apr 24, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 9,451 | 1,036 | 0.78% | 1.08% | 405 | -2,162 | -18.62% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 9,424 | 1,033 | 0.0% | 0.0% | 406 | +2,968 | 45.97% | Q1 2026 | May 15, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 9,422 | 1,033 | 0.05% | 0.05% | 407 | -200 | -2.08% | Q1 2026 | Apr 09, 2026 |
| MTM Investment Management, LLC | History | Added to | 9,406 | 1,031 | 0.33% | 0.37% | 408 | +3 | 0.03% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 9,311 | 1,021 | 0.04% | 0.06% | 409 | -731 | -7.28% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,241 | 1,013 | 0.03% | 0.01% | 410 | -5,097 | -35.55% | Q1 2026 | Apr 23, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 9,237 | 1,013 | 0.05% | 0.06% | 411 | +47 | 0.51% | Q1 2026 | May 15, 2026 |
| Excelsior Advisor Network LLC | History | Reduced | 9,126 | 1,001 | 0.38% | 0.54% | 412 | -12 | -0.13% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 9,105 | 998 | 0.03% | 0.03% | 413 | -895 | -8.95% | Q1 2026 | May 11, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 9,088 | 996 | 0.28% | 0.3% | 414 | +557 | 6.53% | Q1 2026 | May 12, 2026 |
| American Money Management, LLC | History | Reduced | 8,994 | 986 | 0.16% | 0.18% | 415 | -253 | -2.74% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,932 | 979 | 0.02% | 0.02% | 416 | +1,523 | 20.56% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 8,872 | 973 | 0.01% | 0.01% | 417 | -1,155 | -11.52% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Reduced | 8,800 | 965 | 0.01% | 0.02% | 418 | -5,737 | -39.46% | Q1 2026 | May 15, 2026 |
| Junk Investment Group, LLC | History | New | 8,695 | 953 | 0.5% | — | 419 | +8,695 | New | Q1 2026 | May 08, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 8,579 | 941 | 0.63% | 0.62% | 421 | +1,815 | 26.83% | Q1 2026 | Apr 16, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 8,587 | 941 | 0.09% | 0.1% | 420 | -5 | -0.06% | Q1 2026 | Apr 23, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 8,544 | 937 | 0.22% | 0.19% | 422 | +2,046 | 31.49% | Q1 2026 | Apr 17, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 8,488 | 931 | 0.06% | 0.07% | 423 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Added to | 8,408 | 922 | 0.01% | 0.02% | 424 | +209 | 2.55% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 8,387 | 919 | 0.01% | 0.02% | 425 | +2 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 8,304 | 910 | 0.31% | 0.34% | 426 | +8 | 0.1% | Q1 2026 | Apr 09, 2026 |
| Capstone Wealth Management, Inc. | History | Reduced | 8,199 | 909 | 0.77% | 0.88% | 427 | -43 | -0.52% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,190 | 898 | 0.02% | 0.01% | 428 | +5,240 | 177.63% | Q1 2026 | May 04, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 8,128 | 891 | 0.0% | 0.0% | 429 | +276 | 3.52% | Q1 2026 | May 15, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 8,110 | 889 | 0.26% | 0.3% | 430 | -252 | -3.01% | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 8,048 | 882 | 0.28% | 0.31% | 431 | +2 | 0.02% | Q1 2026 | May 14, 2026 |
| Capital Planning LLC | History | Reduced | 8,012 | 878 | 0.29% | 0.28% | 432 | -166 | -2.03% | Q1 2026 | Apr 29, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,946 | 871 | 0.05% | 0.05% | 433 | +1,655 | 26.31% | Q1 2026 | Apr 27, 2026 |
| McAdam, LLC | History | Reduced | 7,825 | 858 | 0.04% | 0.05% | 434 | -882 | -10.13% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,776 | 853 | 0.04% | 0.05% | 435 | +7 | 0.09% | Q1 2026 | Apr 15, 2026 |
| VICUS CAPITAL | History | Added to | 7,716 | 846 | 0.06% | 0.06% | 436 | +957 | 14.16% | Q1 2026 | Apr 22, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 7,687 | 843 | 0.5% | 0.57% | 437 | -137 | -1.75% | Q1 2026 | Apr 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 7,672 | 841 | 0.27% | 0.33% | 438 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Berman McAleer LLC | History | Added to | 7,661 | 840 | 0.11% | 0.12% | 439 | +251 | 3.39% | Q1 2026 | Apr 17, 2026 |
| Calydon Capital | History | No change | 7,633 | 837 | 0.14% | 0.16% | 440 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 7,598 | 833 | 0.0% | — | 442 | +7,598 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 7,598 | 833 | 0.03% | 0.04% | 441 | -1,525 | -16.72% | Q1 2026 | May 04, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 7,593 | 832 | 0.14% | 0.16% | 443 | +172 | 2.32% | Q1 2026 | Apr 17, 2026 |
| Keystone Financial Group | History | Reduced | 7,565 | 829 | 0.06% | 0.07% | 444 | -47 | -0.62% | Q1 2026 | May 13, 2026 |
| Santori & Peters, Inc. | History | Added to | 7,550 | 828 | 0.26% | 0.31% | 445 | +51 | 0.68% | Q1 2026 | May 07, 2026 |
| Bluesphere Advisors LLC | History | No change | 7,550 | 828 | 0.29% | 0.41% | 446 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 7,477 | 820 | 0.51% | 0.56% | 447 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arista Wealth Management, LLC | History | Added to | 7,455 | 817 | 0.1% | 0.1% | 448 | +1,089 | 17.11% | Q1 2026 | Apr 30, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 7,456 | 817 | 0.66% | 0.84% | 449 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 7,348 | 806 | 0.01% | 0.0% | 450 | +4,726 | 180.24% | Q1 2026 | May 13, 2026 |
| Verum Partners LLC | History | Reduced | 7,277 | 798 | 0.15% | 0.19% | 451 | -650 | -8.2% | Q1 2026 | Apr 15, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 7,239 | 794 | 0.19% | 0.21% | 452 | -246 | -3.29% | Q1 2026 | Apr 29, 2026 |
| Forum Finance Group S.A. | History | New | 8,826 | 783 | 0.42% | — | 453 | +8,826 | New | Q1 2026 | May 07, 2026 |
| Gryphon Financial Partners LLC | History | New | 7,115 | 780 | 0.08% | — | 454 | +7,115 | New | Q1 2026 | May 06, 2026 |
| Truepoint, Inc. | History | Added to | 7,023 | 770 | 0.02% | 0.02% | 455 | +155 | 2.26% | Q1 2026 | May 08, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,980 | 765 | 0.03% | — | 456 | +6,980 | New | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | New | 6,862 | 762 | 0.05% | — | 457 | +6,862 | New | Q1 2026 | Apr 07, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 6,885 | 755 | 0.07% | 0.08% | 458 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,841 | 750 | 0.03% | 0.15% | 459 | -29,609 | -81.23% | Q1 2026 | Apr 07, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 6,830 | 749 | 0.46% | 0.49% | 460 | -87 | -1.26% | Q1 2026 | May 13, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 6,811 | 747 | 0.01% | 0.01% | 461 | +2,083 | 44.06% | Q1 2026 | May 13, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 6,690 | 733 | 0.21% | 0.22% | 462 | +581 | 9.51% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,665 | 731 | 0.02% | 0.02% | 463 | -1,053 | -13.64% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 6,655 | 730 | 0.0% | 0.0% | 465 | +527 | 8.6% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 6,659 | 730 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 6,623 | 726 | 0.03% | 0.03% | 466 | +102 | 1.56% | Q1 2026 | Apr 28, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 6,597 | 723 | 0.02% | 0.03% | 467 | -43 | -0.65% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,559 | 719 | 0.0% | 0.01% | 468 | -10,344 | -61.2% | Q1 2026 | Apr 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 6,556 | 719 | 0.08% | — | 469 | +6,556 | New | Q1 2026 | Apr 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 6,520 | 715 | 0.0% | 0.0% | 470 | +296 | 4.76% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,511 | 714 | 0.05% | 0.07% | 471 | -1,123 | -14.71% | Q1 2026 | Apr 14, 2026 |
| Clare Market Investments LLC | History | New | 6,360 | 697 | 0.15% | — | 472 | +6,360 | New | Q1 2026 | Apr 29, 2026 |
| EQ LLC | History | No change | 6,351 | 696 | 0.2% | 0.22% | 473 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 6,303 | 691 | 0.0% | 0.0% | 474 | +1,593 | 33.82% | Q1 2026 | May 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 6,275 | 688 | 0.11% | 0.13% | 475 | -179 | -2.77% | Q1 2026 | May 01, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 6,257 | 686 | 0.21% | 0.23% | 476 | +89 | 1.44% | Q1 2026 | Apr 20, 2026 |
| Financial Guidance Group, Inc. | History | No change | 6,250 | 685 | 0.28% | 0.31% | 477 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | No change | 6,206 | 680 | 0.03% | 0.03% | 478 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Robinhood Asset Management, LLC | History | Reduced | 6,126 | 671 | 0.05% | 0.1% | 479 | -3,923 | -39.04% | Q1 2026 | Apr 13, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | New | 6,100 | 669 | 0.06% | — | 480 | +6,100 | New | Q1 2026 | Apr 22, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 6,055 | 664 | 0.3% | 0.27% | 481 | +161 | 2.73% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,038 | 662 | 0.02% | 0.03% | 482 | -500 | -7.65% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Reduced | 6,012 | 659 | 0.01% | 0.03% | 483 | -16,664 | -73.49% | Q1 2026 | Apr 16, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 5,917 | 649 | 0.01% | 0.01% | 484 | +1,390 | 30.7% | Q1 2026 | May 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 5,902 | 647 | 0.17% | 0.26% | 485 | -1,657 | -21.92% | Q1 2026 | May 06, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 5,891 | 646 | 0.49% | 0.47% | 486 | +601 | 11.36% | Q1 2026 | Apr 30, 2026 |
| Midwest Trust Co | History | No change | 5,896 | 646 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Invesco Ltd. | History | Reduced | 5,774 | 633 | 0.0% | 0.0% | 488 | -471 | -7.54% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 5,743 | 629 | 0.0% | — | 489 | +5,743 | New | Q1 2026 | May 15, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 5,676 | 622 | 0.45% | 0.5% | 490 | -145 | -2.49% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,645 | 619 | 0.0% | 0.01% | 491 | -55,507 | -90.77% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,643 | 619 | 0.0% | 0.0% | 492 | +23 | 0.41% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 5,557 | 609 | 0.03% | 0.04% | 493 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 5,458 | 604 | 0.0% | 0.0% | 494 | -2,361 | -30.2% | Q1 2026 | May 05, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 5,485 | 601 | 0.32% | 0.38% | 496 | -640 | -10.45% | Q1 2026 | Apr 10, 2026 |
| Trust Point Inc. | History | Added to | 5,482 | 601 | 0.05% | 0.05% | 495 | +621 | 12.78% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 5,448 | 597 | 0.0% | 0.0% | 497 | +1,906 | 53.81% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 5,406 | 592 | 0.01% | 0.01% | 498 | -17 | -0.31% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,383 | 590 | 0.0% | 0.0% | 500 | +2,002 | 59.21% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 5,386 | 590 | 0.01% | 0.01% | 499 | -6 | -0.11% | Q1 2026 | Apr 21, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 5,363 | 588 | 0.11% | 0.1% | 501 | -88 | -1.61% | Q1 2026 | Apr 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 5,343 | 586 | 0.0% | 0.0% | 502 | -5,574 | -51.06% | Q1 2026 | May 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 5,340 | 585 | 0.05% | 0.05% | 503 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 5,296 | 581 | 0.03% | 0.03% | 504 | -606 | -10.27% | Q1 2026 | May 18, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 5,235 | 574 | 0.07% | 0.12% | 505 | -2,604 | -33.22% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,148 | 564 | 0.01% | 0.01% | 506 | +137 | 2.73% | Q1 2026 | May 11, 2026 |
| FF Advisors,LLC | History | New | 4,631 | 563 | 0.23% | — | 507 | +4,631 | New | Q1 2026 | Apr 27, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 5,054 | 554 | 0.09% | — | 509 | +5,054 | New | Q1 2026 | May 06, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 5,053 | 554 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Black Diamond Financial, LLC | History | No change | 5,000 | 548 | 0.06% | 0.06% | 510 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 4,989 | 547 | 0.22% | 0.25% | 511 | -68 | -1.34% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 4,955 | 543 | 0.04% | 0.04% | 512 | -6 | -0.12% | Q1 2026 | Apr 21, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 4,836 | 530 | 0.01% | 0.01% | 513 | +1,147 | 31.09% | Q1 2026 | May 07, 2026 |
| Ignite Planners, LLC | History | Reduced | 4,286 | 526 | 0.08% | 0.08% | 514 | -88 | -2.01% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 4,281 | 521 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SIMA Wealth Partners, LLC | History | New | 4,734 | 519 | 0.4% | — | 516 | +4,734 | New | Q1 2026 | May 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 4,696 | 515 | 0.1% | 0.13% | 517 | -474 | -9.17% | Q1 2026 | Apr 14, 2026 |
| Fairway Wealth LLC | History | Added to | 4,689 | 514 | 0.14% | 0.15% | 518 | +6 | 0.13% | Q1 2026 | Apr 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 4,680 | 513 | 0.06% | 0.08% | 519 | -318 | -6.36% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 4,660 | 511 | 0.03% | 0.03% | 520 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wharton Business Group, LLC | History | No change | 4,660 | 511 | 0.02% | 0.02% | 521 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 4,659 | 510 | 0.04% | 0.05% | 522 | +51 | 1.11% | Q1 2026 | Apr 30, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 4,636 | 508 | 0.02% | 0.02% | 523 | -85 | -1.8% | Q1 2026 | May 14, 2026 |
| Level Financial Advisors | History | Added to | 4,574 | 501 | 0.13% | 0.07% | 524 | +2,511 | 121.72% | Q1 2026 | Apr 10, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 4,545 | 498 | 0.22% | 0.23% | 525 | +4 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,531 | 497 | 0.03% | 0.03% | 526 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ellenbecker Investment Group | History | Added to | 4,514 | 495 | 0.07% | 0.07% | 527 | +548 | 13.82% | Q1 2026 | Apr 23, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 4,479 | 491 | 0.0% | 0.0% | 528 | -4,016 | -47.27% | Q1 2026 | May 05, 2026 |
| Fermata Advisors, LLC | History | Added to | 4,480 | 491 | 0.11% | 0.13% | 529 | +4 | 0.09% | Q1 2026 | Apr 08, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 4,417 | 484 | 0.06% | 0.07% | 530 | +6 | 0.14% | Q1 2026 | May 08, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 4,378 | 480 | 0.05% | 0.06% | 531 | -173 | -3.8% | Q1 2026 | May 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 4,384 | 480 | 0.13% | 0.15% | 532 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elite Life Management LLC | History | Added to | 3,742 | 475 | 0.59% | 0.69% | 533 | +125 | 3.46% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 4,325 | 474 | 0.04% | 0.05% | 534 | +302 | 7.51% | Q1 2026 | May 06, 2026 |
| Hirtle & Co., LLC | History | No change | 4,321 | 473 | 0.02% | 0.02% | 535 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Emerald Advisors, LLC | History | Reduced | 4,310 | 472 | 0.06% | 0.07% | 536 | -2 | -0.05% | Q1 2026 | Apr 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,293 | 470 | 0.02% | 0.01% | 537 | +1,396 | 48.19% | Q1 2026 | May 14, 2026 |
| United Community Bank | History | No change | 4,277 | 469 | 0.16% | 0.2% | 538 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 4,231 | 464 | 0.08% | 0.09% | 539 | -351 | -7.66% | Q1 2026 | Apr 21, 2026 |
| Opus Capital Group, LLC | History | Added to | 4,225 | 463 | 0.05% | 0.06% | 540 | +1 | 0.02% | Q1 2026 | Apr 30, 2026 |
| CRA Financial Services, LLC | History | No change | 4,215 | 462 | 0.06% | 0.07% | 541 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 4,209 | 461 | 0.04% | 0.05% | 542 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MONECO ADVISORS, LLC | History | New | 4,132 | 453 | 0.04% | — | 543 | +4,132 | New | Q1 2026 | May 07, 2026 |
| JHP Wealth Management, LLC | History | Added to | 4,127 | 452 | 0.43% | 0.49% | 544 | +5 | 0.12% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 4,118 | 451 | 0.03% | — | 545 | +4,118 | New | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,048 | 444 | 0.05% | 0.05% | 546 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,034 | 442 | 0.01% | 0.0% | 547 | +1,978 | 96.21% | Q1 2026 | May 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 3,627 | 441 | 0.02% | 0.02% | 548 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 3,583 | 440 | 0.09% | 0.27% | 549 | -6,164 | -63.24% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 4,009 | 439 | 0.0% | 0.0% | 550 | +15 | 0.38% | Q1 2026 | May 14, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 3,969 | 435 | 0.02% | 0.02% | 551 | +255 | 6.87% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,861 | 423 | 0.02% | 0.03% | 552 | -192 | -4.74% | Q1 2026 | Apr 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 3,863 | 423 | 0.1% | 0.11% | 553 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 3,850 | 422 | 0.0% | 0.0% | 554 | -1,685 | -30.44% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 3,825 | 419 | 0.02% | 0.02% | 555 | +65 | 1.73% | Q1 2026 | May 11, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 3,813 | 418 | 0.19% | 0.28% | 557 | -1,200 | -23.94% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 3,819 | 418 | 0.1% | 0.11% | 556 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| New Republic Capital, LLC | History | No change | 3,800 | 416 | 0.14% | 0.12% | 558 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | New | 3,784 | 415 | 0.15% | — | 559 | +3,784 | New | Q1 2026 | May 05, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 3,773 | 413 | 0.08% | 0.09% | 560 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,757 | 412 | 0.01% | 0.01% | 561 | -339 | -8.28% | Q1 2026 | Apr 08, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,731 | 409 | 0.02% | 0.02% | 562 | -393 | -9.53% | Q1 2026 | Apr 28, 2026 |
| Aprio Wealth Management, LLC | History | New | 3,713 | 407 | 0.02% | — | 565 | +3,713 | New | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,711 | 407 | 0.02% | — | 564 | +3,711 | New | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 3,711 | 407 | 0.03% | — | 566 | +3,711 | New | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 3,714 | 407 | 0.02% | 0.03% | 563 | -242 | -6.12% | Q1 2026 | Apr 24, 2026 |
| Proficio Capital Partners LLC | History | No change | 3,705 | 406 | 0.02% | 0.03% | 567 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 3,656 | 401 | 0.11% | 0.13% | 568 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 3,652 | 400 | 0.08% | 0.05% | 570 | +1,457 | 66.38% | Q1 2026 | May 07, 2026 |
| Rathbones Group PLC | History | No change | 3,650 | 400 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 3,644 | 399 | 0.23% | 0.27% | 571 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 3,629 | 398 | 0.04% | 0.05% | 572 | +17 | 0.47% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 3,559 | 395 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 3,601 | 394 | 0.12% | 0.13% | 574 | +4 | 0.11% | Q1 2026 | Apr 24, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,549 | 389 | 0.0% | 0.0% | 576 | -75 | -2.07% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 3,547 | 389 | 0.01% | 0.01% | 575 | +26 | 0.74% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,544 | 388 | 0.01% | 0.01% | 577 | -1,082 | -23.39% | Q1 2026 | May 11, 2026 |
| Arvest Bank Trust Division | History | New | 3,521 | 386 | 0.02% | — | 579 | +3,521 | New | Q1 2026 | May 13, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 3,522 | 386 | 0.27% | 0.3% | 578 | -41 | -1.15% | Q1 2026 | May 12, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 3,503 | 384 | 0.19% | — | 581 | +3,503 | New | Q1 2026 | Apr 17, 2026 |
| My Personal CFO, LLC | History | Reduced | 3,501 | 384 | 0.17% | 0.19% | 580 | -162 | -4.42% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,458 | 379 | 0.01% | 0.01% | 583 | +710 | 25.84% | Q1 2026 | May 15, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 3,457 | 379 | 0.05% | 0.05% | 582 | +325 | 10.38% | Q1 2026 | May 07, 2026 |
| Sepio Capital, LP | History | Reduced | 3,439 | 377 | 0.02% | 0.02% | 584 | -78 | -2.22% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,421 | 375 | 0.0% | 0.0% | 585 | -1,323 | -27.89% | Q1 2026 | May 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 3,416 | 374 | 0.1% | — | 588 | +3,416 | New | Q1 2026 | Apr 08, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 3,414 | 374 | 0.01% | 0.01% | 586 | +328 | 10.63% | Q1 2026 | Apr 20, 2026 |
| United Capital Management of KS, Inc. | History | No change | 3,410 | 374 | 0.06% | 0.06% | 587 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Park Capital Management, LLC / WI | History | No change | 3,400 | 372 | 0.36% | 0.3% | 589 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 3,373 | 370 | 0.1% | — | 590 | +3,373 | New | Q1 2026 | Apr 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,222 | 369 | 0.02% | 0.06% | 592 | -4,875 | -60.21% | Q1 2026 | Apr 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 3,365 | 369 | 0.01% | 0.01% | 591 | +33 | 0.99% | Q1 2026 | Apr 30, 2026 |
| DGS Capital Management, LLC | History | Reduced | 3,362 | 368 | 0.06% | 0.07% | 593 | -193 | -5.43% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Added to | 3,347 | 367 | 0.0% | 0.0% | 594 | +1,866 | 126.0% | Q1 2026 | Apr 20, 2026 |
| HFG Advisors, Inc. | History | No change | 3,298 | 361 | 0.25% | 0.29% | 595 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First American Bank | History | New | 3,288 | 360 | 0.02% | — | 596 | +3,288 | New | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,275 | 359 | 0.01% | 0.01% | 597 | -1,219 | -27.13% | Q1 2026 | May 15, 2026 |
| Foundation Wealth Management, LLC | History | No change | 3,250 | 356 | 0.24% | 0.26% | 598 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TrueWealth Financial Partners | History | New | 3,237 | 355 | 0.14% | — | 600 | +3,237 | New | Q1 2026 | May 20, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 3,244 | 355 | 0.2% | 0.16% | 599 | +1,004 | 44.82% | Q1 2026 | May 01, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 3,235 | 354 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 3,196 | 350 | 0.33% | 0.45% | 602 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tranquility Partners, LLC | History | No change | 3,180 | 348 | 0.13% | 0.14% | 603 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Park Edge Advisors, LLC | History | Added to | 3,133 | 343 | 0.08% | 0.09% | 604 | +33 | 1.06% | Q1 2026 | Apr 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 3,123 | 342 | 0.01% | — | 606 | +3,123 | New | Q1 2026 | May 07, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 3,127 | 342 | 0.05% | 0.06% | 605 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Alteri Wealth LLC | History | Reduced | 3,111 | 341 | 0.11% | 0.12% | 608 | -5 | -0.16% | Q1 2026 | May 06, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 3,115 | 341 | 0.05% | 0.05% | 607 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 2,892 | 336 | 0.14% | — | 610 | +2,892 | New | Q1 2026 | Apr 15, 2026 |
| Second Line Capital, LLC | History | New | 2,738 | 336 | 0.06% | — | 611 | +2,738 | New | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 3,069 | 336 | 0.01% | 0.01% | 609 | -472 | -13.33% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 3,060 | 335 | 0.0% | 0.0% | 612 | +658 | 27.39% | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | Reduced | 3,062 | 335 | 0.02% | 0.03% | 614 | -81 | -2.58% | Q1 2026 | May 05, 2026 |
| MWA Asset Management | History | Added to | 3,055 | 335 | 0.18% | 0.21% | 613 | +13 | 0.43% | Q1 2026 | May 13, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 2,981 | 327 | 0.27% | 0.29% | 615 | +50 | 1.71% | Q1 2026 | May 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 2,953 | 323 | 0.21% | 0.24% | 617 | +4 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Nelson Capital Management, LLC | History | No change | 2,951 | 323 | 0.04% | 0.04% | 616 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | New | 2,856 | 313 | 0.14% | — | 619 | +2,856 | New | Q1 2026 | Apr 10, 2026 |
| Smart Portfolios, LLC | History | No change | 2,861 | 313 | 0.31% | 0.35% | 618 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HUB Investment Partners, LLC | History | No change | 2,853 | 312 | 0.01% | 0.01% | 620 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Impact Capital Partners LLC | History | Reduced | 2,844 | 311 | 0.09% | 0.15% | 621 | -1,380 | -32.67% | Q1 2026 | Apr 10, 2026 |
| Csenge Advisory Group | History | Reduced | 2,819 | 309 | 0.01% | 0.02% | 623 | -878 | -23.75% | Q1 2026 | Apr 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,826 | 309 | 0.0% | 0.0% | 622 | +102 | 3.74% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,811 | 308 | 0.0% | 0.0% | 624 | +829 | 41.83% | Q1 2026 | May 08, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 2,815 | 308 | 0.14% | 0.16% | 625 | +1 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,814 | 308 | 0.07% | 0.08% | 626 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 2,776 | 304 | 0.01% | 0.01% | 627 | +589 | 26.93% | Q1 2026 | May 14, 2026 |
| McCartney Wealth Management LLC | History | Added to | 2,768 | 303 | 0.26% | 0.29% | 628 | +3 | 0.11% | Q1 2026 | May 11, 2026 |
| First City Capital Management, Inc. | History | No change | 2,744 | 300 | 0.16% | 0.18% | 629 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Avant Capital LLC | History | Reduced | 2,732 | 299 | 0.21% | 0.25% | 630 | -264 | -8.81% | Q1 2026 | May 12, 2026 |
| CULLINAN ASSOCIATES INC | History | Added to | 2,717 | 298 | 0.02% | 0.02% | 632 | +176 | 6.93% | Q1 2026 | May 01, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 2,725 | 298 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,676 | 296 | 0.01% | 0.01% | 633 | -582 | -17.86% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,694 | 295 | 0.01% | 0.01% | 634 | -2,672 | -49.8% | Q1 2026 | May 15, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | New | 2,682 | 294 | 0.09% | — | 635 | +2,682 | New | Q1 2026 | Apr 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,671 | 293 | 0.0% | 0.01% | 636 | -40 | -1.48% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,657 | 291 | 0.03% | 0.17% | 638 | -21,080 | -88.81% | Q1 2026 | May 14, 2026 |
| UNIVEST FINANCIAL Corp | History | New | 2,660 | 291 | 0.02% | — | 639 | +2,660 | New | Q1 2026 | May 01, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 2,655 | 291 | 0.13% | 0.15% | 637 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 2,625 | 287 | 0.06% | 0.23% | 640 | -6,132 | -70.02% | Q1 2026 | May 08, 2026 |
| Forza Wealth Management, LLC | History | New | 2,584 | 283 | 0.1% | — | 646 | +2,584 | New | Q1 2026 | Apr 30, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 2,582 | 283 | 0.01% | 0.01% | 644 | +138 | 5.65% | Q1 2026 | Apr 16, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 2,582 | 283 | 0.07% | 0.07% | 645 | -109 | -4.05% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,587 | 283 | 0.0% | 0.0% | 642 | +89 | 3.56% | Q1 2026 | May 05, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,585 | 283 | 0.09% | 0.1% | 643 | -36 | -1.37% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,585 | 283 | 0.01% | 0.01% | 641 | +3 | 0.12% | Q1 2026 | Apr 21, 2026 |
| Trexquant Investment LP | History | Reduced | 2,577 | 282 | 0.0% | 0.0% | 648 | -451 | -14.89% | Q1 2026 | May 15, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 2,576 | 282 | 0.06% | 0.06% | 647 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advyzon Investment Management, LLC | History | New | 2,565 | 281 | 0.03% | — | 649 | +2,565 | New | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,559 | 280 | 0.02% | 0.02% | 650 | -263 | -9.32% | Q1 2026 | May 05, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,407 | 276 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Krilogy Financial LLC | History | No change | 2,277 | 274 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 2,491 | 273 | 0.03% | 0.04% | 653 | -727 | -22.59% | Q1 2026 | Apr 15, 2026 |
| SkyOak Wealth, LLC | History | Added to | 2,483 | 272 | 0.05% | 0.05% | 655 | +64 | 2.65% | Q1 2026 | Apr 30, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 2,487 | 272 | 0.49% | 0.57% | 656 | +30 | 1.22% | Q1 2026 | Apr 14, 2026 |
| SVB WEALTH LLC | History | No change | 2,483 | 272 | 0.02% | 0.02% | 654 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Evanson Asset Management, LLC | History | No change | 2,462 | 270 | 0.01% | 0.02% | 657 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Newport Capital Group, LLC | History | Reduced | 2,456 | 269 | 0.16% | 0.19% | 658 | -47 | -1.88% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | New | 2,451 | 268 | 0.01% | — | 661 | +2,451 | New | Q1 2026 | Apr 29, 2026 |
| Perennial Investment Advisors, LLC | History | New | 2,449 | 268 | 0.02% | — | 662 | +2,449 | New | Q1 2026 | May 15, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 2,444 | 268 | 0.16% | 0.19% | 660 | -155 | -5.96% | Q1 2026 | May 14, 2026 |
| James Reed Financial Services, Inc. | History | No change | 2,450 | 268 | 0.23% | 0.24% | 659 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 2,419 | 265 | 0.04% | 0.04% | 663 | +283 | 13.25% | Q1 2026 | Apr 28, 2026 |
| Plan Group Financial, LLC | History | Reduced | 2,416 | 265 | 0.06% | 0.08% | 664 | -19 | -0.78% | Q1 2026 | Apr 13, 2026 |
| ALTFEST L J & CO INC | History | New | 2,415 | 264 | 0.03% | — | 666 | +2,415 | New | Q1 2026 | Apr 28, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 2,409 | 264 | 0.08% | 0.09% | 665 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 2,389 | 262 | 0.09% | — | 667 | +2,389 | New | Q1 2026 | May 12, 2026 |
| GM Advisory Group, LLC | History | No change | 2,365 | 259 | 0.01% | 0.01% | 668 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 2,368 | 259 | 0.12% | 0.12% | 669 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Valued Retirements, Inc. | History | No change | 2,356 | 258 | 0.25% | 0.28% | 670 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 2,347 | 257 | 0.04% | — | 671 | +2,347 | New | Q1 2026 | Apr 15, 2026 |
| MidFirst Bank | History | Added to | 2,334 | 256 | 0.02% | 0.01% | 673 | +1,020 | 77.63% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 2,340 | 256 | 0.13% | 0.08% | 672 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sicart Associates LLC | History | No change | 2,313 | 253 | 0.06% | 0.07% | 674 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bawa N Mallick Trust | History | No change | 2,300 | 252 | 0.1% | 0.1% | 675 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | No change | 2,293 | 251 | 0.05% | 0.05% | 676 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 2,293 | 251 | 0.15% | 0.18% | 677 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Convergence Financial, LLC | History | New | 2,264 | 248 | 0.03% | — | 678 | +2,264 | New | Q1 2026 | May 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 2,235 | 248 | 0.03% | — | 679 | +2,235 | New | Q1 2026 | Apr 10, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 2,237 | 245 | 0.01% | 0.01% | 680 | +1 | 0.04% | Q1 2026 | May 13, 2026 |
| Ellevest, Inc. | History | No change | 2,234 | 245 | 0.03% | 0.04% | 681 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 2,229 | 244 | 0.02% | 0.02% | 682 | -6 | -0.27% | Q1 2026 | Apr 13, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 2,226 | 244 | 0.06% | 0.06% | 683 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 2,216 | 243 | 0.0% | — | 684 | +2,211 | 44220.0% | Q1 2026 | May 14, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 2,207 | 242 | 0.05% | 0.07% | 685 | -103 | -4.46% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 1,939 | 239 | 0.03% | 0.04% | 687 | -162 | -7.71% | Q1 2026 | Apr 28, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,180 | 239 | 0.01% | 0.02% | 686 | +3 | 0.14% | Q1 2026 | Apr 23, 2026 |
| CWC Advisors, LLC. | History | New | 2,109 | 231 | 0.11% | — | 688 | +2,109 | New | Q1 2026 | Apr 16, 2026 |
| JACOBS & CO/CA | History | No change | 2,100 | 230 | 0.02% | 0.02% | 689 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Directional Asset Management | History | Added to | 2,091 | 229 | 0.21% | 0.18% | 690 | +383 | 22.42% | Q1 2026 | Apr 27, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 2,081 | 228 | 0.04% | 0.05% | 691 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 2,058 | 225 | 0.0% | — | 693 | +2,058 | New | Q1 2026 | Apr 27, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 1,851 | 225 | 0.16% | 0.3% | 692 | -1,922 | -50.94% | Q1 2026 | Apr 16, 2026 |
| Balefire, LLC | History | Reduced | 2,031 | 222 | 0.04% | 0.17% | 695 | -5,018 | -71.19% | Q1 2026 | May 07, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 2,024 | 222 | 0.02% | 0.03% | 694 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,801 | 222 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Edge Financial Advisors LLC | History | No change | 1,826 | 222 | 0.09% | 0.09% | 697 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tannin Capital LLC | History | Added to | 2,014 | 220 | 0.16% | 0.21% | 698 | +36 | 1.82% | Q1 2026 | May 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | New | 1,998 | 219 | 0.02% | — | 701 | +1,998 | New | Q1 2026 | Apr 28, 2026 |
| ASPIRIANT, LLC | History | Reduced | 2,000 | 219 | 0.01% | 0.01% | 700 | -1 | -0.05% | Q1 2026 | May 12, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 2,000 | 219 | 0.02% | 0.02% | 699 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,994 | 218 | 0.12% | 0.16% | 702 | -442 | -18.14% | Q1 2026 | May 13, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 1,986 | 217 | 0.0% | 0.0% | 703 | -115 | -5.47% | Q1 2026 | May 15, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 1,979 | 217 | 0.13% | 0.15% | 705 | -112 | -5.36% | Q1 2026 | Apr 21, 2026 |
| PUREfi Wealth, LLC | History | No change | 1,986 | 217 | 0.14% | 0.18% | 704 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Crews Bank & Trust | History | Added to | 1,969 | 215 | 0.03% | 0.03% | 707 | +313 | 18.9% | Q1 2026 | May 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 1,962 | 215 | 0.03% | 0.03% | 706 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Snider Financial Group | History | Added to | 1,948 | 213 | 0.06% | 0.05% | 708 | +305 | 18.56% | Q1 2026 | Apr 15, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 1,935 | 212 | 0.03% | 0.04% | 710 | -263 | -11.97% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 1,936 | 212 | 0.03% | 0.04% | 709 | -55 | -2.76% | Q1 2026 | Apr 24, 2026 |
| Clarendon Private LLC | History | Added to | 1,938 | 212 | 0.16% | 0.2% | 712 | +2 | 0.1% | Q1 2026 | May 11, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 1,940 | 212 | 0.03% | 0.03% | 711 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,915 | 210 | 0.0% | 0.0% | 713 | -12,885 | -87.06% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | Reduced | 1,915 | 210 | 0.0% | 0.0% | 714 | -93 | -4.63% | Q1 2026 | Apr 07, 2026 |
| Carrera Capital Advisors | History | Reduced | 1,903 | 208 | 0.03% | 0.06% | 715 | -1,056 | -35.69% | Q1 2026 | May 04, 2026 |
| Financial Freedom, LLC | History | Added to | 1,895 | 207 | 0.1% | 0.11% | 718 | +3 | 0.16% | Q1 2026 | Apr 30, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 1,890 | 207 | 0.09% | 0.1% | 717 | +1 | 0.05% | Q1 2026 | Apr 29, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 1,894 | 207 | 0.03% | 0.03% | 716 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tidemark, LLC | History | Added to | 1,869 | 205 | 0.05% | 0.0% | 721 | +1,729 | 1235.0% | Q1 2026 | May 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 1,871 | 205 | 0.01% | 0.01% | 720 | -171 | -8.37% | Q1 2026 | Apr 08, 2026 |
| Keel Point, LLC | History | No change | 1,684 | 205 | 0.01% | 0.01% | 719 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 1,865 | 204 | 0.02% | 0.03% | 723 | -155 | -7.67% | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | No change | 1,865 | 204 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,827 | 200 | 0.08% | — | 724 | +1,827 | New | Q1 2026 | Apr 14, 2026 |
| Clearwave Capital, LLC | History | New | 1,824 | 200 | 0.14% | — | 725 | +1,824 | New | Q1 2026 | Apr 29, 2026 |
| Roxbury Financial LLC | History | Added to | 1,806 | 198 | 0.18% | 0.2% | 726 | +2 | 0.11% | Q1 2026 | Apr 17, 2026 |
| Synergy Investment Management, LLC | History | New | 1,754 | 192 | 0.06% | — | 727 | +1,754 | New | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 1,749 | 191 | 0.06% | — | 728 | +1,749 | New | Q1 2026 | Apr 09, 2026 |
| Orion Capital Management LLC | History | New | 1,696 | 186 | 0.06% | — | 729 | +1,696 | New | Q1 2026 | May 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,680 | 184 | 0.14% | 0.15% | 730 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Founders Financial Alliance, LLC | History | New | 1,672 | 183 | 0.03% | — | 731 | +1,672 | New | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | Added to | 1,653 | 181 | 0.11% | 0.13% | 732 | +25 | 1.54% | Q1 2026 | May 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,600 | 175 | 0.06% | 0.06% | 733 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,600 | 175 | 0.08% | 0.1% | 734 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wellington Grp LLC | History | Reduced | 1,580 | 173 | 0.05% | 0.06% | 737 | -24 | -1.5% | Q1 2026 | May 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,423 | 173 | 0.01% | 0.01% | 735 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,578 | 173 | 0.05% | 0.06% | 736 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,380 | 151 | 0.0% | — | 738 | +1,380 | New | Q1 2026 | May 07, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 1,316 | 144 | 0.1% | 0.12% | 739 | +2 | 0.15% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 1,300 | 143 | 0.03% | 0.01% | 740 | +1,091 | 522.01% | Q1 2026 | May 11, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 1,298 | 142 | 0.04% | 0.0% | 744 | +1,276 | 5800.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,300 | 142 | 0.04% | 0.05% | 742 | -112 | -7.93% | Q1 2026 | Apr 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,302 | 142 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,300 | 142 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Avion Wealth | History | No change | 1,271 | 139 | 0.03% | 0.03% | 745 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,225 | 134 | 0.0% | 0.0% | 746 | -154 | -11.17% | Q1 2026 | Apr 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,200 | 131 | 0.03% | 0.05% | 747 | -400 | -25.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,197 | 131 | 0.03% | 0.04% | 748 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Napier Financial, LLC | History | New | 1,190 | 130 | 0.03% | — | 749 | +1,190 | New | Q1 2026 | May 05, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,177 | 129 | 0.05% | — | 750 | +1,177 | New | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 970 | 118 | 0.01% | 0.01% | 751 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,042 | 115 | 0.01% | 0.0% | 753 | +543 | 108.82% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,054 | 115 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 1,016 | 111 | 0.0% | 0.0% | 754 | +490 | 93.16% | Q1 2026 | May 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 1,013 | 111 | 0.07% | 0.08% | 755 | -1 | -0.1% | Q1 2026 | May 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 898 | 109 | 0.04% | 0.04% | 756 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 976 | 107 | 0.08% | 0.09% | 758 | +97 | 11.04% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | No change | 978 | 107 | 0.02% | 0.03% | 757 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trust Co | History | No change | 844 | 92 | 0.01% | 0.01% | 759 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 817 | 89 | 0.0% | — | 760 | +817 | New | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | Added to | 791 | 86 | 0.02% | 0.01% | 762 | +151 | 23.59% | Q1 2026 | Apr 24, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 792 | 86 | 0.01% | 0.01% | 761 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| McIlrath & Eck, LLC | History | Added to | 771 | 84 | 0.01% | 0.01% | 763 | +210 | 37.43% | Q1 2026 | May 19, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 736 | 80 | 0.04% | 0.07% | 764 | -260 | -26.1% | Q1 2026 | May 12, 2026 |
| SFAM, LLC | History | Reduced | 726 | 79 | 0.07% | 0.08% | 765 | -34 | -4.47% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 728 | 79 | 0.01% | 0.01% | 766 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | No change | 714 | 78 | 0.03% | 0.03% | 767 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| ORG Partners LLC | History | No change | 644 | 78 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 689 | 75 | 0.04% | — | 770 | +689 | New | Q1 2026 | Apr 22, 2026 |
| Financial Perspectives, Inc | History | No change | 687 | 75 | 0.02% | 0.02% | 769 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 678 | 74 | 0.02% | 0.02% | 771 | +1 | 0.15% | Q1 2026 | May 01, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 671 | 73 | 0.01% | 0.0% | 772 | +598 | 819.18% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 666 | 73 | 0.06% | 0.07% | 773 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 661 | 72 | 0.0% | 0.0% | 774 | +25 | 3.93% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 649 | 71 | 0.01% | — | 776 | +649 | New | Q1 2026 | Apr 28, 2026 |
| WealthShield Partners, LLC | History | No change | 653 | 71 | 0.01% | 0.01% | 775 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Newton One Investments LLC | History | Reduced | 630 | 69 | 0.02% | 0.02% | 778 | -1 | -0.16% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | Added to | 636 | 69 | 0.01% | 0.01% | 779 | +1 | 0.16% | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | No change | 635 | 69 | 0.01% | 0.01% | 777 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 590 | 64 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 572 | 62 | 0.0% | 0.0% | 781 | +488 | 580.95% | Q1 2026 | May 14, 2026 |
| Disciplina Capital Management LLC | History | No change | 560 | 61 | 0.01% | 0.01% | 782 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 542 | 59 | 0.0% | 0.01% | 783 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 511 | 56 | 0.0% | — | 784 | +511 | New | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 502 | 55 | 0.01% | — | 786 | +502 | New | Q1 2026 | Apr 29, 2026 |
| GGM Financial LLC | History | Reduced | 503 | 55 | 0.03% | 0.03% | 785 | -38 | -7.02% | Q1 2026 | May 11, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 501 | 54 | 0.12% | 0.13% | 789 | +1 | 0.2% | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 500 | 54 | 0.02% | 0.02% | 787 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| City State Bank | History | No change | 500 | 54 | 0.01% | 0.02% | 788 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Independence Bank of Kentucky | History | Reduced | 477 | 52 | 0.01% | 0.01% | 791 | -20 | -4.02% | Q1 2026 | Apr 30, 2026 |
| Coastline Trust Co | History | No change | 475 | 52 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Spire Wealth Management | History | No change | 475 | 52 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 460 | 50 | 0.01% | 0.01% | 793 | +300 | 187.5% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 455 | 49 | 0.0% | — | 794 | +455 | New | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 436 | 47 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 412 | 45 | 0.02% | 0.03% | 796 | -222 | -35.02% | Q1 2026 | Apr 17, 2026 |
| BALLAST ADVISORS LLC | History | New | 379 | 42 | 0.01% | — | 797 | +379 | New | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 375 | 41 | 0.01% | 0.01% | 798 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 380 | 41 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 372 | 40 | 0.02% | 0.02% | 800 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 363 | 39 | 0.01% | 0.01% | 801 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 345 | 37 | 0.01% | 0.01% | 802 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CDKV HOLDINGS LLC | History | No change | 328 | 35 | 0.03% | 0.03% | 803 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 283 | 34 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 300 | 32 | 0.01% | 0.01% | 805 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SHP Wealth Management | History | New | 281 | 30 | 0.0% | — | 807 | +281 | New | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 278 | 30 | 0.0% | 0.0% | 806 | +214 | 334.38% | Q1 2026 | Apr 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 257 | 28 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EPG Wealth Management LLC | History | No change | 259 | 28 | 0.01% | 0.01% | 809 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 243 | 26 | 0.0% | 0.0% | 812 | -264 | -52.07% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 244 | 26 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 245 | 26 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 204 | 25 | 0.0% | 0.0% | 813 | +182 | 827.27% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | No change | 216 | 23 | 0.0% | 0.01% | 814 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 205 | 22 | 0.01% | 0.01% | 815 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 202 | 22 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 189 | 20 | 0.01% | 0.02% | 819 | -5 | -2.58% | Q1 2026 | Apr 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 187 | 20 | 0.0% | 0.0% | 817 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| YANKCOM Partnership | History | No change | 189 | 20 | 0.01% | 0.01% | 818 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| First Pacific Financial | History | Reduced | 179 | 19 | 0.0% | 0.0% | 820 | -59 | -24.79% | Q1 2026 | Apr 23, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 181 | 19 | 0.0% | 0.01% | 821 | -26 | -12.56% | Q1 2026 | May 06, 2026 |
| BAYBAN | History | No change | 173 | 18 | 0.02% | 0.02% | 822 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 162 | 17 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ST GERMAIN D J CO INC | History | New | 148 | 16 | 0.0% | — | 824 | +148 | New | Q1 2026 | Apr 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 128 | 14 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 129 | 14 | 0.01% | 0.01% | 826 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Eukles Asset Management | History | Reduced | 120 | 13 | 0.01% | 0.04% | 827 | -764 | -86.43% | Q1 2026 | May 05, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 125 | 13 | 0.04% | 0.04% | 828 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 113 | 13 | 0.0% | 0.0% | 829 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 121 | 13 | 0.01% | 0.01% | 830 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | No change | 126 | 13 | 0.0% | 0.0% | 831 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 110 | 12 | 0.0% | 0.01% | 832 | -20 | -15.38% | Q1 2026 | May 01, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 112 | 12 | 0.01% | 0.01% | 833 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 108 | 11 | 0.0% | — | 836 | +108 | New | Q1 2026 | May 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 101 | 11 | 0.0% | — | 835 | +101 | New | Q1 2026 | Apr 13, 2026 |
| HOWE & RUSLING INC | History | No change | 104 | 11 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 100 | 10 | 0.0% | 0.01% | 837 | -50 | -33.33% | Q1 2026 | Apr 23, 2026 |
| Fairman Group, LLC | History | Added to | 97 | 10 | 0.01% | 0.01% | 838 | +1 | 1.04% | Q1 2026 | Apr 23, 2026 |
| Center for Financial Planning, Inc. | History | New | 91 | 9 | 0.0% | — | 841 | +91 | New | Q1 2026 | May 04, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 89 | 9 | 0.0% | — | 840 | +89 | New | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | No change | 84 | 9 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 67 | 8 | 0.0% | — | 844 | +67 | New | Q1 2026 | May 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 78 | 8 | 0.0% | 0.0% | 842 | +4 | 5.41% | Q1 2026 | Apr 17, 2026 |
| BFSG, LLC | History | No change | 80 | 8 | 0.0% | 0.0% | 843 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 67 | 7 | 0.0% | 0.0% | 845 | -56 | -45.53% | Q1 2026 | May 01, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 70 | 7 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 70 | 7 | 0.01% | 0.01% | 847 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | New | 59 | 6 | 0.0% | — | 850 | +59 | New | Q1 2026 | May 07, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 61 | 6 | 0.0% | 0.0% | 848 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CGC Financial Services, LLC | History | No change | 55 | 6 | 0.0% | 0.0% | 849 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 49 | 5 | 0.0% | 0.0% | 851 | -28 | -36.36% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 52 | 5 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | New | 44 | 4 | 0.0% | — | 861 | +44 | New | Q1 2026 | May 11, 2026 |
| Clark Wealth Partners | History | New | 41 | 4 | 0.0% | — | 862 | +41 | New | Q1 2026 | May 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 40 | 4 | 0.0% | — | 860 | +40 | New | Q1 2026 | Apr 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 40 | 4 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 41 | 4 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 43 | 4 | 0.0% | 0.0% | 855 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CNB Bank | History | No change | 39 | 4 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Olistico Wealth, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Imprint Wealth LLC | History | No change | 45 | 4 | 0.02% | 0.02% | 859 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | New | 34 | 3 | 0.0% | — | 864 | +34 | New | Q1 2026 | Apr 29, 2026 |
| Anchor Investment Management, LLC | History | New | 29 | 3 | 0.0% | — | 865 | +29 | New | Q1 2026 | May 01, 2026 |
| Corsicana & Co. | History | Reduced | 43 | 3 | 0.0% | 0.0% | 863 | -20 | -31.75% | Q1 2026 | May 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 26 | 2 | 0.0% | — | 869 | +26 | New | Q1 2026 | May 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 20 | 2 | 0.0% | 0.0% | 868 | +4 | 25.0% | Q1 2026 | Apr 28, 2026 |
| Legal & General Group Plc | History | No change | 19 | 2 | 0.0% | 0.0% | 866 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 22 | 2 | 0.0% | 0.0% | 867 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Copia Wealth Management | History | Reduced | 16 | 1 | 0.0% | 0.04% | 871 | -452 | -96.58% | Q1 2026 | May 04, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 870 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 14 | 1 | 0.0% | 0.0% | 872 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -354,319 | -100.0% | Q1 2026 | May 15, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 4.28% | — | -82,751 | -100.0% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -63,991 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -59,421 | -100.0% | Q1 2026 | May 14, 2026 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 1.58% | — | -52,274 | -100.0% | Q1 2026 | Apr 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -35,398 | -100.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7 | 0 | — | 0.09% | — | -31,475 | -99.98% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -30,535 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -20,900 | -100.0% | Q1 2026 | May 01, 2026 |
| TCW GROUP INC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,435 | -100.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,767 | -100.0% | Q1 2026 | May 15, 2026 |
| AMG Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 5.87% | — | -14,971 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -13,274 | -100.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,149 | -100.0% | Q1 2026 | May 12, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -12,065 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Checchi Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,219 | -100.0% | Q1 2026 | May 04, 2026 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -9,474 | -100.0% | Q1 2026 | May 07, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,374 | -100.0% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,812 | -100.0% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,495 | -100.0% | Q1 2026 | Apr 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,587 | -100.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -5,560 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,557 | -100.0% | Q1 2026 | Apr 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,333 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -5,306 | -100.0% | Q1 2026 | May 07, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,976 | -100.0% | Q1 2026 | May 06, 2026 |
| Thoma Capital Management LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -4,646 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.34% | — | -2,891 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Cedar Point Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,811 | -100.0% | Q1 2026 | May 06, 2026 |
| Equita Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,811 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,388 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,209 | -100.0% | Q1 2026 | May 14, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,000 | -100.0% | Q1 2026 | May 01, 2026 |
| MY Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -1,981 | -100.0% | Q1 2026 | May 01, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,972 | -100.0% | Q1 2026 | May 11, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,926 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,878 | -100.0% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,816 | -100.0% | Q1 2026 | Apr 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,810 | -100.0% | Q1 2026 | May 01, 2026 |
| VeraBank, N.A. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,803 | -100.0% | Q1 2026 | May 11, 2026 |
| Parcion Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,776 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Firestone Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -1,773 | -100.0% | Q1 2026 | May 08, 2026 |
| Trellis Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,771 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,756 | -100.0% | Q1 2026 | May 11, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,721 | -100.0% | Q1 2026 | May 07, 2026 |
| Aspen Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,701 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,694 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Quantum Financial Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,691 | -100.0% | Q1 2026 | Apr 14, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.06% | — | -1,690 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,676 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Hilltop Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,664 | -100.0% | Q1 2026 | May 12, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,660 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,558 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -844 | -100.0% | Q1 2026 | May 01, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -743 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -612 | -100.0% | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -506 | -100.0% | Q1 2026 | May 20, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -404 | -100.0% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.01% | — | -156 | -100.0% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -60 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Choate Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 13, 2026 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 11, 2026 |
| Fort Vancouver Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | May 01, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sound Income Strategies, LLC | History | No change | 9 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Centennial Bank/AR/ | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |