VANGUARD SCOTTSDALE FUNDS - VONV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 31,311,151 | 2,935,107 | 0.44% | 0.04% | 1 | +28,657,725 | 1080.03% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 26,151,759 | 2,451,465 | 0.65% | 0.29% | 2 | +14,733,438 | 129.03% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 22,989,192 | 2,155,006 | 0.16% | 0.17% | 3 | -2,019,282 | -8.07% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,595,856 | 618,295 | 0.13% | 0.03% | 4 | +5,262,552 | 394.7% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,784,848 | 542,271 | 2.09% | — | 5 | +5,784,848 | New | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 5,745,624 | 538,594 | 0.03% | 0.03% | 6 | +220,606 | 3.99% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 2,989,279 | 280,214 | 0.19% | 0.0% | 7 | +2,915,374 | 3944.76% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,955,832 | 272,823 | 9.22% | 9.22% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,369,013 | 222,071 | 0.03% | 0.03% | 9 | -315,190 | -11.74% | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | No change | 2,362,300 | 221,442 | 2.1% | 2.36% | 10 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,242,978 | 210,256 | 0.06% | 0.05% | 11 | +433,821 | 23.98% | Q1 2026 | May 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,821,200 | 170,719 | 2.44% | 2.25% | 12 | +349,070 | 23.71% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,718,133 | 161,058 | 0.4% | 0.35% | 13 | +60,226 | 3.63% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,569,045 | 147,082 | 0.03% | 0.02% | 14 | +166,899 | 11.9% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,548,170 | 145,125 | 0.04% | 0.04% | 15 | +13,283 | 0.87% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,492,477 | 139,904 | 0.2% | 0.18% | 16 | +47,589 | 3.29% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 937,175 | 139,405 | 0.9% | 0.55% | 17 | +67,226 | 7.73% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,370,202 | 128,442 | 0.17% | 0.18% | 18 | -91,010 | -6.23% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 1,193,702 | 111,897 | 0.45% | 0.43% | 19 | -18,511 | -1.53% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,176,058 | 110,260 | 0.03% | 0.02% | 20 | +335,780 | 39.96% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 1,086,914 | 101,887 | 5.78% | 4.42% | 21 | +210,367 | 24.0% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Reduced | 1,044,856 | 97,944 | 0.04% | 0.04% | 22 | -31,356 | -2.91% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 963,518 | 90,357 | 0.13% | 0.13% | 23 | -18,453 | -1.88% | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 915,963 | 85,862 | 8.37% | 8.14% | 24 | +13,401 | 1.48% | Q1 2026 | Apr 29, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 749,976 | 70,302 | 13.44% | 13.18% | 25 | -1,690 | -0.22% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 724,515 | 67,916 | 0.04% | 0.04% | 26 | -47,334 | -6.13% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 708,137 | 66,379 | 0.01% | 0.01% | 27 | +76,564 | 12.12% | Q1 2026 | May 15, 2026 |
| Adventist Health System/ West | History | No change | 692,800 | 64,943 | 11.52% | 10.75% | 28 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 658,257 | 60,447 | 0.0% | 0.0% | 29 | +71,836 | 12.25% | Q1 2026 | May 13, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 615,768 | 57,721 | 22.96% | 22.07% | 30 | +5,651 | 0.93% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 566,284 | 52,177 | 0.03% | 0.02% | 31 | +278,423 | 96.72% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 550,370 | 51,591 | 0.09% | 0.09% | 32 | +24,556 | 4.67% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 543,867 | 50,982 | 3.1% | 1.05% | 33 | -4,182,849 | -88.49% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 533,338 | 49,995 | 0.36% | 0.23% | 34 | +168,423 | 46.15% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 512,009 | 47,995 | 0.76% | 0.79% | 35 | -14,312 | -2.72% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 505,856 | 47,418 | 0.05% | 0.05% | 36 | +22,618 | 4.68% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 455,687 | 42,716 | 0.3% | 0.31% | 37 | +13,624 | 3.08% | Q1 2026 | Apr 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 453,813 | 42,540 | 0.01% | 0.0% | 38 | +186,233 | 69.6% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 387,183 | 39,426 | 4.82% | 4.49% | 39 | +12,714 | 3.4% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 398,463 | 37,351 | 2.86% | 2.67% | 40 | +11,873 | 3.07% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 377,087 | 35,348 | 0.17% | 0.13% | 41 | +81,600 | 27.62% | Q1 2026 | Apr 24, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 375,902 | 35,237 | 2.94% | 2.83% | 42 | -2,871 | -0.76% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 374,185 | 35,076 | 0.2% | 0.2% | 43 | -12,021 | -3.11% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 357,336 | 33,496 | 0.06% | 0.0% | 44 | +354,932 | 14764.23% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 353,420 | 33,129 | 0.09% | 0.09% | 45 | -39,130 | -9.97% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 353,097 | 32,590 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 339,962 | 31,863 | 0.06% | 0.05% | 47 | +32,647 | 10.62% | Q1 2026 | May 14, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 336,022 | 31,498 | 6.17% | 5.91% | 48 | -6 | -0.0% | Q1 2026 | Apr 15, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 333,782 | 31,288 | 6.16% | 6.07% | 49 | +2,506 | 0.76% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 327,013 | 30,654 | 0.03% | 0.03% | 50 | -40 | -0.01% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 319,347 | 29,475 | 0.52% | 0.52% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 312,240 | 29,269 | 0.03% | 0.03% | 52 | +4,533 | 1.47% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 307,467 | 28,821 | 0.05% | 0.04% | 53 | +41,031 | 15.4% | Q1 2026 | May 14, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 305,776 | 28,663 | 9.91% | 9.88% | 54 | -3,409 | -1.1% | Q1 2026 | May 06, 2026 |
| Callan Family Office, LLC | History | Reduced | 283,781 | 26,601 | 0.6% | 0.57% | 55 | -4,692 | -1.63% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 279,083 | 26,161 | 0.08% | 0.09% | 56 | -44,435 | -13.73% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 277,249 | 25,989 | 0.14% | 0.15% | 57 | +45,973 | 19.88% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 275,471 | 25,822 | 0.13% | 0.15% | 58 | -13,936 | -4.82% | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 272,249 | 25,520 | 1.48% | 2.07% | 59 | -105,893 | -28.0% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 252,054 | 23,627 | 0.22% | 0.29% | 60 | +805 | 0.32% | Q1 2026 | May 06, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 235,430 | 22,069 | 2.84% | 2.76% | 61 | +16,738 | 7.65% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 234,493 | 21,981 | 0.03% | 0.02% | 62 | +40,795 | 21.06% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 227,986 | 21,372 | 0.04% | 0.03% | 63 | +57,079 | 33.4% | Q1 2026 | May 01, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 218,377 | 20,470 | 1.95% | 1.97% | 64 | -2,882 | -1.3% | Q1 2026 | May 13, 2026 |
| Waldron Private Wealth LLC | History | Added to | 215,270 | 20,179 | 0.79% | 0.75% | 65 | +10,715 | 5.24% | Q1 2026 | Apr 10, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 206,738 | 18,986 | 0.14% | — | 66 | +206,738 | New | Q1 2026 | May 12, 2026 |
| Balentine LLC | History | Reduced | 180,169 | 16,889 | 0.68% | 0.66% | 67 | -9,020 | -4.77% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Reduced | 174,587 | 16,365 | 0.06% | 0.08% | 68 | -98,903 | -36.16% | Q1 2026 | May 12, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 173,975 | 16,308 | 5.39% | 5.57% | 69 | +8,004 | 4.82% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 164,862 | 15,454 | 0.13% | 0.17% | 70 | -53,485 | -24.5% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 163,761 | 15,351 | 0.12% | 0.09% | 71 | +84,902 | 107.66% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 160,278 | 15,008 | 0.02% | — | 72 | +160,278 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 148,142 | 13,886 | 0.05% | 0.05% | 73 | +19,583 | 15.23% | Q1 2026 | Apr 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 147,825 | 13,574 | 0.42% | 0.33% | 74 | +27,140 | 22.49% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 142,348 | 13,138 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 139,704 | 13,095 | 1.13% | 1.11% | 76 | -2,558 | -1.8% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 133,271 | 12,492 | 0.05% | 0.05% | 77 | -5,549 | -4.0% | Q1 2026 | May 14, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 131,630 | 12,338 | 3.21% | 2.95% | 78 | +17,317 | 15.15% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 130,460 | 12,229 | 0.02% | 0.0% | 79 | +104,600 | 404.49% | Q1 2026 | May 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 130,339 | 12,218 | 1.48% | 1.34% | 80 | +14,021 | 12.05% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 130,262 | 12,210 | 0.88% | 0.86% | 81 | +13,944 | 11.99% | Q1 2026 | May 07, 2026 |
| Centric Wealth Management | History | Added to | 120,933 | 12,179 | 2.43% | 2.42% | 82 | +3,373 | 2.87% | Q1 2026 | May 12, 2026 |
| 71 West Capital Partners | History | Added to | 128,633 | 12,058 | 0.53% | 0.51% | 83 | +7,380 | 6.09% | Q1 2026 | May 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 127,567 | 11,958 | 1.04% | — | 84 | +127,567 | New | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 126,880 | 11,893 | 0.22% | 0.09% | 85 | +74,771 | 143.49% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 125,862 | 11,798 | 0.76% | 0.81% | 86 | -8,205 | -6.12% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 125,145 | 11,731 | 0.02% | 0.02% | 87 | -5,085 | -3.9% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 118,862 | 11,142 | 0.06% | 0.04% | 88 | +29,924 | 33.65% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 115,932 | 10,961 | 0.02% | 0.03% | 89 | -118,440 | -50.54% | Q1 2026 | Apr 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 113,162 | 10,607 | 2.71% | 2.82% | 90 | +4,391 | 4.04% | Q1 2026 | Apr 06, 2026 |
| One Capital Management, LLC | History | Added to | 111,534 | 10,455 | 0.29% | 0.22% | 91 | +34,355 | 44.51% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 104,434 | 9,789 | 0.23% | 0.23% | 92 | +1,064 | 1.03% | Q1 2026 | May 04, 2026 |
| Brandywine Asset Management, Inc. | History | Added to | 96,915 | 9,209 | 7.31% | 6.63% | 93 | +425 | 0.44% | Q1 2026 | Apr 22, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 97,100 | 9,102 | 0.35% | 0.3% | 94 | +9,600 | 10.97% | Q1 2026 | Apr 16, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 96,000 | 8,999 | 0.28% | 0.26% | 95 | +9,600 | 11.11% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 94,858 | 8,891 | 0.18% | 0.18% | 96 | +1,951 | 2.1% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 84,600 | 7,930 | 0.01% | 0.0% | 97 | +67,600 | 397.65% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 83,177 | 7,797 | 0.0% | 0.0% | 98 | -14,680 | -15.0% | Q1 2026 | May 13, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 79,261 | 7,429 | 5.94% | 5.84% | 99 | +2,914 | 3.82% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 78,962 | 7,401 | 0.01% | 0.01% | 100 | +406 | 0.52% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 78,238 | 7,334 | 0.09% | 0.08% | 101 | +21,739 | 38.48% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 78,147 | 7,325 | 0.0% | 0.0% | 102 | +26,734 | 52.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 76,312 | 7,153 | 0.03% | 0.02% | 103 | +776 | 1.03% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 76,053 | 7,129 | 0.88% | 0.89% | 104 | +1,649 | 2.22% | Q1 2026 | May 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 75,219 | 7,051 | 0.14% | 0.14% | 105 | -1,240 | -1.62% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 72,873 | 6,831 | 0.03% | 0.04% | 106 | +2,557 | 3.64% | Q1 2026 | May 04, 2026 |
| Moran Wealth Management, LLC | History | New | 72,732 | 6,817 | 0.21% | — | 107 | +72,732 | New | Q1 2026 | Apr 27, 2026 |
| ASPIRIANT, LLC | History | No change | 72,300 | 6,777 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Added to | 71,609 | 6,712 | 0.1% | 0.09% | 109 | +5,042 | 7.57% | Q1 2026 | May 08, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 70,929 | 6,584 | 0.87% | 0.86% | 110 | +2,387 | 3.48% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 69,929 | 6,555 | 0.01% | 0.01% | 111 | -7,739 | -9.96% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 69,852 | 6,547 | 0.14% | 0.13% | 112 | +1,743 | 2.56% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 65,813 | 6,169 | 0.03% | 0.05% | 113 | -25,616 | -28.02% | Q1 2026 | May 05, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 65,377 | 6,128 | 0.43% | 0.37% | 114 | +6,513 | 11.06% | Q1 2026 | Apr 28, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 64,831 | 6,077 | 1.31% | 1.28% | 115 | -1,035 | -1.57% | Q1 2026 | May 08, 2026 |
| Zhang Financial LLC | History | Added to | 63,828 | 5,983 | 0.21% | 0.17% | 116 | +15,491 | 32.05% | Q1 2026 | May 06, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 62,992 | 5,904 | 3.4% | 3.33% | 117 | -358 | -0.57% | Q1 2026 | Apr 29, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 60,448 | 5,666 | 0.4% | 0.43% | 118 | -3,323 | -5.21% | Q1 2026 | May 06, 2026 |
| SWAN Capital LLC | History | Reduced | 59,757 | 5,601 | 2.06% | 2.53% | 119 | -10,700 | -15.19% | Q1 2026 | May 14, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 58,609 | 5,494 | 0.57% | 0.57% | 120 | -294 | -0.5% | Q1 2026 | Apr 20, 2026 |
| Jordan Park Group LLC | History | No change | 57,054 | 5,348 | 0.28% | 0.31% | 121 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 56,863 | 5,248 | 1.03% | 1.03% | 122 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 55,488 | 5,201 | 0.01% | 0.01% | 123 | +7,190 | 14.89% | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 55,453 | 5,198 | 0.0% | 0.0% | 124 | -3,365 | -5.72% | Q1 2026 | May 04, 2026 |
| AMG National Trust Bank | History | Added to | 54,351 | 5,094 | 0.11% | 0.1% | 125 | +8,475 | 18.47% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 53,231 | 4,990 | 0.01% | 0.01% | 126 | +1,589 | 3.08% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 52,122 | 4,885 | 0.0% | 0.0% | 127 | +1,902 | 3.79% | Q1 2026 | May 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 50,909 | 4,801 | 0.01% | 0.01% | 128 | -24,100 | -32.13% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 51,970 | 4,796 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Optas, LLC | History | Reduced | 51,056 | 4,785 | 0.72% | 0.74% | 130 | -522 | -1.01% | Q1 2026 | Apr 24, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 50,762 | 4,758 | 1.37% | 1.45% | 131 | -2,248 | -4.24% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 50,737 | 4,756 | 1.18% | 0.9% | 132 | +11,084 | 27.95% | Q1 2026 | May 11, 2026 |
| Hegarty Advisors, LLC | History | Added to | 49,628 | 4,652 | 3.67% | 3.91% | 133 | +842 | 1.73% | Q1 2026 | Apr 30, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 48,456 | 4,542 | 0.46% | 0.42% | 134 | +3,219 | 7.12% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 48,186 | 4,516 | 0.01% | 0.01% | 135 | +178 | 0.37% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 47,710 | 4,472 | 0.08% | 0.07% | 136 | +9,049 | 23.41% | Q1 2026 | Apr 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 47,234 | 4,427 | 0.03% | 0.07% | 137 | -39,885 | -45.78% | Q1 2026 | May 15, 2026 |
| Corundum Group, Inc. | History | Added to | 47,161 | 4,420 | 1.48% | 1.25% | 138 | +6,820 | 16.91% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 47,256 | 4,339 | 0.16% | 0.16% | 139 | +2,654 | 5.95% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 45,921 | 4,304 | 0.09% | 0.1% | 140 | -15,120 | -24.77% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,395 | 4,255 | 0.02% | 0.01% | 141 | +34,343 | 310.74% | Q1 2026 | May 08, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 45,234 | 4,240 | 0.45% | 0.45% | 142 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 44,610 | 4,181 | 3.88% | 3.71% | 143 | +1,514 | 3.51% | Q1 2026 | Apr 24, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 44,595 | 4,180 | 0.15% | 0.04% | 144 | +30,061 | 206.83% | Q1 2026 | May 13, 2026 |
| XML Financial, LLC | History | New | 44,241 | 4,147 | 0.33% | — | 145 | +44,241 | New | Q1 2026 | Apr 16, 2026 |
| MetLife Investment Management, LLC | History | No change | 43,874 | 4,112 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Boulder Wealth Advisors, LLC | History | New | 42,588 | 3,992 | 1.59% | — | 147 | +42,588 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 42,092 | 3,945 | 0.1% | 0.0% | 148 | +42,058 | 123700.0% | Q1 2026 | May 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 40,970 | 3,840 | 0.51% | 0.45% | 149 | +3,177 | 8.41% | Q1 2026 | Apr 27, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 40,420 | 3,788 | 0.85% | 0.89% | 150 | +42 | 0.1% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 40,192 | 3,767 | 0.02% | 0.02% | 151 | +293 | 0.73% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 40,181 | 3,766 | 0.09% | — | 153 | +40,181 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 40,180 | 3,766 | 0.04% | — | 152 | +40,180 | New | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 39,531 | 3,705 | 0.03% | 0.04% | 154 | -14,023 | -26.18% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 39,165 | 3,671 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 38,300 | 3,590 | 0.09% | 0.06% | 156 | +12,020 | 45.74% | Q1 2026 | Apr 16, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 38,239 | 3,584 | 0.25% | 0.19% | 157 | -224 | -0.58% | Q1 2026 | May 11, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 37,672 | 3,531 | 0.11% | 0.1% | 158 | +1,367 | 3.77% | Q1 2026 | May 14, 2026 |
| Westshore Wealth, LLC | History | No change | 37,230 | 3,436 | 1.14% | 1.14% | 159 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Modera Wealth Management, LLC | History | Added to | 36,303 | 3,403 | 0.04% | 0.04% | 160 | +743 | 2.09% | Q1 2026 | May 06, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 36,133 | 3,387 | 2.2% | 2.21% | 161 | -1,338 | -3.57% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 35,493 | 3,327 | 0.18% | 0.54% | 162 | -62,922 | -63.94% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 34,999 | 3,280 | 0.01% | 0.01% | 163 | -489 | -1.38% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 34,839 | 3,265 | 0.12% | 0.11% | 164 | -479 | -1.36% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 33,552 | 3,145 | 0.05% | 0.05% | 165 | +516 | 1.56% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 32,609 | 3,057 | 0.1% | 0.1% | 166 | +1,166 | 3.71% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 32,512 | 3,047 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 31,805 | 2,981 | 0.02% | 0.03% | 168 | -8,211 | -20.52% | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | Reduced | 31,141 | 2,919 | 2.34% | 2.18% | 169 | -1,190 | -3.68% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 31,069 | 2,912 | 0.02% | 0.02% | 170 | +135 | 0.44% | Q1 2026 | Apr 27, 2026 |
| Indivisible Partners | History | Added to | 30,709 | 2,878 | 0.25% | 0.27% | 171 | +3,977 | 14.88% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 29,428 | 2,775 | 0.03% | 0.03% | 172 | -39 | -0.13% | Q1 2026 | Apr 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 29,521 | 2,767 | 0.04% | 0.05% | 173 | +5,352 | 22.14% | Q1 2026 | Apr 21, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 29,656 | 2,723 | 1.6% | 1.44% | 174 | +1,334 | 4.71% | Q1 2026 | Apr 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 28,130 | 2,636 | 0.0% | — | 175 | +28,130 | New | Q1 2026 | May 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 27,983 | 2,623 | 0.04% | 0.04% | 176 | -142 | -0.5% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 27,792 | 2,605 | 1.39% | 1.36% | 177 | +1,075 | 4.02% | Q1 2026 | Apr 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 27,373 | 2,565 | 0.14% | 0.13% | 178 | +2,399 | 9.61% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 27,347 | 2,563 | 0.0% | 0.0% | 179 | +14,154 | 107.28% | Q1 2026 | May 15, 2026 |
| Aurelius Family Office LLC | History | Added to | 26,921 | 2,523 | 1.1% | 1.06% | 180 | +835 | 3.2% | Q1 2026 | Apr 08, 2026 |
| Wedmont Private Capital | History | Reduced | 25,255 | 2,460 | 0.08% | 0.09% | 181 | -2,189 | -7.98% | Q1 2026 | Apr 09, 2026 |
| GeoWealth Management, LLC | History | Added to | 26,190 | 2,455 | 0.09% | 0.06% | 182 | +7,906 | 43.24% | Q1 2026 | May 13, 2026 |
| Envision Financial LLC | History | Reduced | 25,954 | 2,432 | 1.31% | 1.57% | 183 | -6,244 | -19.39% | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 25,333 | 2,374 | 0.21% | 0.09% | 184 | +14,068 | 124.88% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 25,213 | 2,363 | 0.05% | 0.05% | 185 | -4,318 | -14.62% | Q1 2026 | Apr 14, 2026 |
| Andina Capital Management, LLC | History | Reduced | 25,169 | 2,359 | 2.09% | 1.95% | 186 | -9,776 | -27.98% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | No change | 24,274 | 2,275 | 0.27% | 0.27% | 187 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFS Group,LLC | History | New | 24,071 | 2,256 | 2.01% | — | 188 | +24,071 | New | Q1 2026 | May 18, 2026 |
| Brightwater Advisory LLC | History | Added to | 23,977 | 2,247 | 1.49% | 1.17% | 189 | +5,191 | 27.63% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,930 | 2,243 | 0.0% | 0.0% | 190 | +13,066 | 120.27% | Q1 2026 | May 15, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 23,843 | 2,235 | 1.33% | 1.31% | 191 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WESPAC Advisors, LLC | History | New | 23,314 | 2,185 | 1.2% | — | 193 | +23,314 | New | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 23,313 | 2,185 | 0.0% | 0.0% | 192 | -18,917 | -44.8% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 23,100 | 2,165 | 0.48% | 0.5% | 194 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 22,674 | 2,125 | 0.01% | 0.01% | 195 | -1,396 | -5.8% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 22,113 | 2,072 | 0.03% | 0.03% | 196 | -2,300 | -9.42% | Q1 2026 | Apr 20, 2026 |
| Cairn Investment Group, Inc. | History | Reduced | 21,897 | 2,053 | 1.02% | 0.99% | 197 | -690 | -3.05% | Q1 2026 | Apr 29, 2026 |
| Aureus Asset Management, LLC | History | No change | 21,858 | 2,048 | 0.14% | 0.13% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 21,574 | 2,022 | 0.22% | 0.21% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,472 | 2,012 | 0.01% | 0.01% | 200 | +2,573 | 13.61% | Q1 2026 | May 13, 2026 |
| Ridgewood Investments LLC | History | New | 20,833 | 1,952 | 0.8% | — | 201 | +20,833 | New | Q1 2026 | Apr 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 20,652 | 1,936 | 0.02% | 0.01% | 202 | +3,380 | 19.57% | Q1 2026 | Apr 07, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 20,171 | 1,890 | 0.7% | 0.67% | 203 | -22 | -0.11% | Q1 2026 | Apr 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 20,075 | 1,881 | 1.23% | 1.25% | 204 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 19,905 | 1,865 | 0.3% | 0.12% | 205 | +12,405 | 165.4% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 19,858 | 1,861 | 0.01% | 0.01% | 206 | +1,146 | 6.12% | Q1 2026 | May 01, 2026 |
| M3 Advisory Group, LLC | History | Added to | 19,420 | 1,820 | 1.12% | 1.09% | 207 | +4 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 19,298 | 1,808 | 0.09% | 0.08% | 208 | +30 | 0.16% | Q1 2026 | Apr 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 18,939 | 1,775 | 0.0% | 0.0% | 209 | -7,521 | -28.42% | Q1 2026 | May 15, 2026 |
| LPWM LLC | History | Reduced | 18,710 | 1,753 | 0.44% | 0.47% | 210 | -1,375 | -6.85% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 18,517 | 1,735 | 0.0% | 0.0% | 211 | -20,122 | -52.08% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 18,114 | 1,698 | 0.01% | — | 212 | +18,114 | New | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 18,019 | 1,689 | 0.05% | 0.04% | 213 | +3,851 | 27.18% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 17,887 | 1,676 | 0.02% | — | 214 | +17,887 | New | Q1 2026 | May 12, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 17,811 | 1,669 | 0.18% | 0.18% | 215 | -30 | -0.17% | Q1 2026 | May 11, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 17,440 | 1,634 | 0.48% | 0.44% | 216 | +977 | 5.93% | Q1 2026 | Apr 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 17,703 | 1,633 | 0.13% | 0.13% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 17,290 | 1,620 | 1.47% | 1.49% | 218 | -176 | -1.01% | Q1 2026 | May 08, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 17,069 | 1,600 | 0.13% | 0.06% | 219 | +9,310 | 119.99% | Q1 2026 | Apr 13, 2026 |
| Americana Partners, LLC | History | Reduced | 16,571 | 1,553 | 0.04% | 0.04% | 220 | -834 | -4.79% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,559 | 1,552 | 0.07% | 0.07% | 221 | +1,419 | 9.37% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 16,228 | 1,521 | 0.06% | 0.07% | 222 | +85 | 0.53% | Q1 2026 | May 19, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 16,127 | 1,511 | 0.2% | 0.21% | 223 | -1,107 | -6.42% | Q1 2026 | Apr 28, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 15,502 | 1,509 | 0.18% | 0.28% | 224 | -7,486 | -32.56% | Q1 2026 | Apr 22, 2026 |
| Horizon Investment Services, LLC | History | No change | 15,957 | 1,495 | 0.52% | 0.53% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | No change | 15,929 | 1,493 | 0.12% | 0.12% | 226 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 15,743 | 1,475 | 0.02% | 0.02% | 227 | +31 | 0.2% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 14,578 | 1,448 | 0.03% | 0.03% | 228 | -127 | -0.86% | Q1 2026 | May 04, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 15,385 | 1,442 | 0.14% | 0.13% | 229 | +10 | 0.07% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 15,026 | 1,408 | 0.52% | 0.5% | 230 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 15,012 | 1,407 | 0.98% | 0.93% | 231 | +203 | 1.37% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 14,938 | 1,400 | 0.01% | 0.01% | 232 | -2,247 | -13.08% | Q1 2026 | May 14, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 14,747 | 1,382 | 0.08% | 0.07% | 233 | +57 | 0.39% | Q1 2026 | Apr 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 14,703 | 1,378 | 0.03% | 0.04% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 14,473 | 1,356 | 0.29% | 0.28% | 235 | +1,136 | 8.52% | Q1 2026 | May 15, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 13,049 | 1,347 | 1.27% | 1.04% | 236 | +4,942 | 60.96% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,366 | 1,346 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 14,195 | 1,330 | 0.06% | 0.06% | 238 | +524 | 3.83% | Q1 2026 | Apr 30, 2026 |
| Verum Partners LLC | History | Reduced | 14,072 | 1,319 | 0.25% | 0.27% | 239 | -247 | -1.72% | Q1 2026 | Apr 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 13,999 | 1,312 | 0.08% | 0.08% | 240 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 13,579 | 1,272 | 0.3% | 0.16% | 241 | +6,325 | 87.19% | Q1 2026 | Apr 17, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 13,175 | 1,235 | 0.25% | 0.29% | 242 | -1,763 | -11.8% | Q1 2026 | May 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 13,062 | 1,224 | 0.05% | 0.04% | 243 | +2,723 | 26.34% | Q1 2026 | Apr 21, 2026 |
| NorthRock Partners, LLC | History | Added to | 13,028 | 1,221 | 0.02% | 0.02% | 244 | +97 | 0.75% | Q1 2026 | May 15, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 12,915 | 1,210 | 0.21% | 0.21% | 245 | -1,125 | -8.01% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 12,734 | 1,194 | 0.01% | 0.01% | 246 | +74 | 0.58% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 12,537 | 1,175 | 0.05% | — | 247 | +12,537 | New | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 11,427 | 1,174 | 0.03% | 0.03% | 248 | +2,833 | 32.96% | Q1 2026 | May 14, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 12,379 | 1,160 | 0.35% | 0.34% | 249 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Inspire Advisors, LLC | History | Added to | 12,309 | 1,153 | 0.09% | 0.04% | 250 | +7,374 | 149.42% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 12,105 | 1,134 | 0.02% | 0.02% | 251 | -15 | -0.12% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | No change | 12,035 | 1,128 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,954 | 1,120 | 0.01% | 0.02% | 253 | -3,096 | -20.57% | Q1 2026 | May 15, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 11,852 | 1,111 | 0.48% | 0.5% | 254 | -1,161 | -8.92% | Q1 2026 | Apr 20, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 11,717 | 1,098 | 0.06% | 0.53% | 255 | -104,143 | -89.89% | Q1 2026 | Apr 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 11,672 | 1,094 | 0.04% | 0.04% | 256 | -81 | -0.69% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 11,556 | 1,083 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Miller Capital Partners, Inc. | History | No change | 11,537 | 1,081 | 0.52% | 0.54% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | New | 11,516 | 1,079 | 0.02% | — | 259 | +11,516 | New | Q1 2026 | May 14, 2026 |
| Asempa Wealth Advisors | History | No change | 11,425 | 1,077 | 0.94% | 0.91% | 260 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,338 | 1,062 | 0.01% | 0.01% | 261 | +593 | 5.52% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 11,268 | 1,056 | 0.01% | 0.07% | 262 | -140,906 | -92.6% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Added to | 11,028 | 1,033 | 0.02% | 0.02% | 263 | +1,129 | 11.41% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 10,990 | 1,030 | 0.01% | 0.01% | 264 | -955 | -7.99% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 10,977 | 1,029 | 0.02% | — | 265 | +10,977 | New | Q1 2026 | May 18, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 10,965 | 1,027 | 0.05% | 0.07% | 266 | -2,621 | -19.29% | Q1 2026 | Apr 17, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 10,790 | 1,011 | 0.41% | 0.53% | 268 | -2,540 | -19.05% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,789 | 1,011 | 0.02% | 0.01% | 267 | +2,424 | 28.98% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 10,717 | 1,004 | 0.03% | 0.03% | 269 | +47 | 0.44% | Q1 2026 | Apr 09, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 10,596 | 993 | 0.31% | 0.29% | 270 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 10,528 | 986 | 0.11% | 0.11% | 271 | -61 | -0.58% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,420 | 976 | 0.01% | 0.0% | 272 | +7,524 | 259.81% | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 10,410 | 975 | 0.1% | 0.03% | 273 | +7,577 | 267.45% | Q1 2026 | Apr 23, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 10,391 | 974 | 0.56% | 0.63% | 274 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 10,375 | 972 | 0.0% | 0.0% | 275 | +3,609 | 53.34% | Q1 2026 | May 13, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 10,231 | 959 | 0.09% | 0.1% | 276 | -260 | -2.48% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 10,147 | 951 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CITY HOLDING CO | History | No change | 9,903 | 928 | 0.12% | 0.11% | 278 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 9,851 | 923 | 0.0% | 0.0% | 279 | +296 | 3.1% | Q1 2026 | May 14, 2026 |
| Chicago Capital, LLC | History | No change | 9,709 | 910 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 9,700 | 909 | 0.06% | 0.02% | 281 | +6,039 | 164.95% | Q1 2026 | May 21, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 9,620 | 901 | 0.09% | — | 282 | +9,620 | New | Q1 2026 | May 12, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 9,603 | 900 | 0.52% | 0.37% | 283 | +2,643 | 37.97% | Q1 2026 | May 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 9,509 | 891 | 0.32% | 0.21% | 284 | +3,123 | 48.9% | Q1 2026 | May 05, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 9,498 | 890 | 0.47% | 0.24% | 285 | +33 | 0.35% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 9,314 | 873 | 0.02% | 0.02% | 286 | +278 | 3.08% | Q1 2026 | May 15, 2026 |
| Clare Market Investments LLC | History | New | 9,070 | 850 | 0.18% | — | 287 | +9,070 | New | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,041 | 847 | 0.01% | 0.01% | 288 | +956 | 11.82% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,982 | 841 | 0.01% | 0.01% | 289 | -205 | -2.23% | Q1 2026 | Apr 23, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 8,969 | 840 | 0.53% | 0.5% | 290 | +199 | 2.27% | Q1 2026 | Apr 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 8,904 | 834 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,756 | 820 | 0.01% | 0.01% | 292 | +311 | 3.68% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | No change | 8,651 | 810 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CHOREO, LLC | History | Added to | 8,546 | 801 | 0.01% | 0.01% | 294 | +3,518 | 69.97% | Q1 2026 | May 12, 2026 |
| Calydon Capital | History | No change | 8,548 | 801 | 0.13% | 0.13% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 8,341 | 781 | 0.01% | 0.01% | 296 | +4,771 | 133.64% | Q1 2026 | May 07, 2026 |
| Essex Bank | History | Reduced | 8,276 | 775 | 0.17% | 0.17% | 297 | -300 | -3.5% | Q1 2026 | Apr 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 8,134 | 762 | 0.03% | 0.04% | 298 | -2,246 | -21.64% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,059 | 755 | 0.01% | 0.01% | 299 | -72 | -0.89% | Q1 2026 | May 11, 2026 |
| Hirtle & Co., LLC | History | No change | 7,952 | 745 | 0.03% | 0.02% | 300 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Added to | 7,881 | 738 | 0.01% | 0.01% | 301 | +2,620 | 49.8% | Q1 2026 | Apr 16, 2026 |
| Seven Post Investment Office LP | History | No change | 7,825 | 733 | 0.24% | 0.26% | 302 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 7,726 | 724 | 0.04% | 0.04% | 303 | -217 | -2.73% | Q1 2026 | Apr 28, 2026 |
| TrueWealth Financial Partners | History | New | 7,657 | 717 | 0.29% | — | 304 | +7,657 | New | Q1 2026 | May 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 7,803 | 716 | 0.05% | 0.03% | 305 | +382 | 5.15% | Q1 2026 | Apr 24, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 7,512 | 704 | 0.07% | 0.07% | 306 | -105 | -1.38% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Reduced | 7,508 | 703 | 0.02% | 0.02% | 307 | -574 | -7.1% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 7,457 | 698 | 0.0% | 0.09% | 309 | -216,061 | -96.66% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,449 | 698 | 0.0% | 0.0% | 308 | +109 | 1.49% | Q1 2026 | May 05, 2026 |
| Quent Capital, LLC | History | No change | 7,450 | 698 | 0.05% | 0.05% | 310 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 7,398 | 693 | 0.05% | 0.05% | 311 | -363 | -4.68% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,371 | 690 | 0.04% | 0.04% | 312 | -32 | -0.43% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,352 | 689 | 0.0% | 0.01% | 313 | -9,892 | -57.36% | Q1 2026 | Apr 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 7,201 | 675 | 0.05% | 0.06% | 314 | -1,073 | -12.97% | Q1 2026 | May 13, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 7,108 | 666 | 0.08% | 0.13% | 315 | -4,282 | -37.59% | Q1 2026 | May 04, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 6,970 | 653 | 0.47% | 0.46% | 316 | -113 | -1.6% | Q1 2026 | May 07, 2026 |
| Capital Planning LLC | History | No change | 6,952 | 651 | 0.21% | 0.18% | 317 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,889 | 645 | 0.01% | 0.01% | 318 | -891 | -11.45% | Q1 2026 | Apr 20, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 6,732 | 631 | 0.25% | 0.27% | 319 | -713 | -9.58% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,690 | 627 | 0.01% | 0.01% | 320 | -79 | -1.17% | Q1 2026 | May 07, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 6,623 | 620 | 0.11% | 0.1% | 321 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,578 | 616 | 0.0% | 0.0% | 322 | -1,386 | -17.4% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,490 | 608 | 0.0% | 0.0% | 323 | +1,032 | 18.91% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 6,494 | 608 | 0.01% | 0.01% | 324 | +18 | 0.28% | Q1 2026 | Apr 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 6,462 | 605 | 0.03% | 0.03% | 325 | +712 | 12.38% | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | New | 6,408 | 600 | 0.05% | — | 327 | +6,408 | New | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,407 | 600 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Navigation Wealth Management, Inc. | History | Reduced | 6,186 | 579 | 2.09% | 0.89% | 328 | -296 | -4.57% | Q1 2026 | Apr 21, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 6,136 | 575 | 0.04% | 0.02% | 329 | +3,929 | 178.02% | Q1 2026 | May 07, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 6,099 | 571 | 0.25% | 0.25% | 330 | +20 | 0.33% | Q1 2026 | May 07, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 6,087 | 570 | 0.06% | 0.07% | 331 | -753 | -11.01% | Q1 2026 | Apr 28, 2026 |
| First American Bank | History | Added to | 6,007 | 563 | 0.04% | 0.02% | 332 | +2,006 | 50.14% | Q1 2026 | Apr 20, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 5,970 | 559 | 0.06% | 0.45% | 333 | -40,688 | -87.2% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,946 | 557 | 0.01% | 0.01% | 334 | -226 | -3.66% | Q1 2026 | May 11, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 5,924 | 555 | 0.32% | 0.33% | 335 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 5,916 | 554 | 0.02% | 0.01% | 336 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arvest Bank Trust Division | History | New | 5,861 | 549 | 0.03% | — | 337 | +5,861 | New | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | New | 5,741 | 545 | 0.03% | — | 338 | +5,741 | New | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,753 | 539 | 0.01% | 0.01% | 339 | +1,621 | 39.23% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Reduced | 5,739 | 537 | 0.09% | 0.11% | 340 | -1,164 | -16.86% | Q1 2026 | Apr 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 5,715 | 535 | 0.01% | 0.02% | 341 | -2,382 | -29.42% | Q1 2026 | Apr 29, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 5,422 | 532 | 0.23% | 0.1% | 342 | +3,087 | 132.21% | Q1 2026 | Apr 15, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 5,651 | 529 | 0.17% | 0.18% | 343 | -138 | -2.38% | Q1 2026 | Apr 08, 2026 |
| Aprio Wealth Management, LLC | History | New | 5,586 | 523 | 0.03% | — | 344 | +5,586 | New | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,432 | 509 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 7,317 | 495 | 0.08% | 0.11% | 346 | -66 | -0.89% | Q1 2026 | Apr 17, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 4,802 | 494 | 0.03% | 0.03% | 347 | +354 | 7.96% | Q1 2026 | May 14, 2026 |
| Gemmer Asset Management LLC | History | No change | 5,274 | 494 | 0.04% | 0.04% | 348 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 5,200 | 487 | 0.06% | 0.07% | 349 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 5,171 | 484 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 5,171 | 484 | 0.03% | 0.03% | 351 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 5,131 | 480 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | New | 5,083 | 476 | 0.21% | — | 353 | +5,083 | New | Q1 2026 | Apr 10, 2026 |
| Proficio Capital Partners LLC | History | No change | 4,940 | 463 | 0.02% | 0.03% | 354 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 4,927 | 461 | 0.07% | 0.07% | 355 | -173 | -3.39% | Q1 2026 | May 05, 2026 |
| FWG Investments, LLC. | History | Reduced | 4,854 | 454 | 0.29% | 0.29% | 356 | -9 | -0.19% | Q1 2026 | Apr 21, 2026 |
| M1 Capital Management LLC | History | Added to | 4,786 | 448 | 0.21% | 0.18% | 357 | +33 | 0.69% | Q1 2026 | May 08, 2026 |
| Kelsey Financial, LLC | History | Reduced | 4,774 | 447 | 0.39% | 0.45% | 358 | -923 | -16.2% | Q1 2026 | May 06, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 4,680 | 438 | 0.13% | 0.13% | 360 | -22 | -0.47% | Q1 2026 | May 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 4,754 | 438 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,644 | 435 | 0.01% | 0.01% | 361 | -3 | -0.06% | Q1 2026 | Apr 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,594 | 430 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 4,577 | 429 | 0.15% | — | 363 | +4,577 | New | Q1 2026 | Apr 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 4,524 | 424 | 0.04% | 0.06% | 364 | -2,398 | -34.64% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,499 | 421 | 0.0% | 0.0% | 365 | -1,218 | -21.3% | Q1 2026 | May 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 4,470 | 419 | 0.05% | — | 366 | +4,470 | New | Q1 2026 | May 08, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 4,465 | 418 | 0.21% | — | 367 | +4,465 | New | Q1 2026 | Apr 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 4,412 | 413 | 0.03% | 0.03% | 368 | +2 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,380 | 410 | 0.0% | 0.0% | 369 | +669 | 18.03% | Q1 2026 | May 05, 2026 |
| Financial Life Planners | History | Added to | 4,359 | 408 | 0.31% | 0.29% | 370 | +19 | 0.44% | Q1 2026 | Apr 24, 2026 |
| Financial Guidance Group, Inc. | History | No change | 4,284 | 401 | 0.16% | 0.16% | 371 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Addison Advisors LLC | History | No change | 4,255 | 398 | 0.09% | 0.09% | 372 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 4,172 | 391 | 0.03% | 0.03% | 373 | -300 | -6.71% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Added to | 4,137 | 387 | 0.07% | 0.07% | 374 | +120 | 2.99% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | New | 4,116 | 385 | 0.07% | — | 375 | +4,116 | New | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | New | 3,771 | 382 | 0.03% | — | 378 | +3,771 | New | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 4,079 | 382 | 0.16% | 0.03% | 376 | +3,013 | 282.65% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,080 | 382 | 0.01% | 0.01% | 377 | +241 | 6.28% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 4,017 | 376 | 0.01% | 0.01% | 379 | -405 | -9.16% | Q1 2026 | May 11, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 4,005 | 375 | 0.09% | 0.09% | 380 | +17 | 0.43% | Q1 2026 | Apr 16, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 3,971 | 371 | 0.17% | 0.19% | 381 | +10 | 0.25% | Q1 2026 | Apr 14, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 3,938 | 369 | 0.05% | 0.05% | 382 | +17 | 0.43% | Q1 2026 | Apr 13, 2026 |
| Junk Investment Group, LLC | History | New | 3,927 | 368 | 0.19% | — | 384 | +3,927 | New | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,931 | 368 | 0.01% | 0.01% | 383 | +1,517 | 62.84% | Q1 2026 | Apr 21, 2026 |
| Wealth Architects, LLC | History | No change | 3,911 | 366 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 3,891 | 364 | 0.17% | 0.13% | 386 | -11 | -0.28% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | New | 3,842 | 360 | 0.09% | — | 388 | +3,842 | New | Q1 2026 | May 07, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 3,843 | 360 | 0.29% | 0.29% | 387 | +51 | 1.34% | Q1 2026 | May 04, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 3,833 | 359 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 3,781 | 354 | 0.1% | 0.08% | 390 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Affiance Financial, LLC | History | No change | 3,761 | 352 | 0.06% | 0.06% | 391 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,741 | 350 | 0.02% | 0.02% | 392 | +200 | 5.65% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,711 | 347 | 0.01% | 0.01% | 393 | -226 | -5.74% | Q1 2026 | Apr 07, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 3,649 | 342 | 0.1% | 0.13% | 394 | -114 | -3.03% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | New | 3,639 | 341 | 0.0% | — | 396 | +3,639 | New | Q1 2026 | Apr 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,641 | 341 | 0.0% | 0.0% | 395 | -202 | -5.26% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 3,632 | 340 | 0.01% | 0.01% | 397 | +1,342 | 58.6% | Q1 2026 | May 14, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 3,630 | 340 | 0.22% | 0.22% | 398 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| 1832 Asset Management L.P. | History | Added to | 3,620 | 339 | 0.0% | 0.0% | 399 | +545 | 17.72% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,583 | 335 | 0.01% | 0.01% | 400 | -30 | -0.83% | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,573 | 334 | 0.01% | 0.01% | 401 | +1,561 | 77.58% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | New | 3,525 | 330 | 0.01% | — | 402 | +3,525 | New | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 3,468 | 329 | 0.04% | — | 405 | +3,468 | New | Q1 2026 | Apr 10, 2026 |
| MidFirst Bank | History | Added to | 3,520 | 329 | 0.03% | 0.02% | 404 | +810 | 29.89% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,510 | 329 | 0.0% | 0.0% | 403 | -38 | -1.07% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,505 | 328 | 0.03% | 0.03% | 407 | +689 | 24.47% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 3,507 | 328 | 0.0% | 0.0% | 406 | -197 | -5.32% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Added to | 3,486 | 326 | 0.03% | 0.02% | 409 | +1,093 | 45.67% | Q1 2026 | Apr 23, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 3,475 | 326 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 3,444 | 322 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Second Line Capital, LLC | History | New | 3,131 | 317 | 0.06% | — | 411 | +3,131 | New | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 3,321 | 311 | 0.02% | 0.03% | 412 | -1,260 | -27.5% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,316 | 310 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | No change | 3,313 | 310 | 0.25% | 0.26% | 414 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VICUS CAPITAL | History | No change | 3,252 | 304 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Reduced | 3,230 | 302 | 0.01% | 0.01% | 416 | -903 | -21.85% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 3,221 | 301 | 0.02% | 0.02% | 417 | -24 | -0.74% | Q1 2026 | Apr 20, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,138 | 294 | 0.11% | 0.11% | 418 | -35 | -1.1% | Q1 2026 | Apr 20, 2026 |
| Avail Investment Partners, LLC | History | New | 3,070 | 288 | 0.31% | — | 420 | +3,070 | New | Q1 2026 | May 13, 2026 |
| Plancorp, LLC | History | No change | 2,961 | 288 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Investment Research Partners LLC | History | No change | 3,070 | 287 | 0.12% | 0.12% | 421 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,042 | 285 | 0.01% | 0.01% | 422 | +4 | 0.13% | Q1 2026 | Apr 23, 2026 |
| Clarendon Private LLC | History | Added to | 3,034 | 284 | 0.22% | 0.24% | 423 | +14 | 0.46% | Q1 2026 | May 11, 2026 |
| Compton Financial Group, LLC | History | No change | 3,018 | 282 | 0.06% | 0.06% | 424 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 3,000 | 281 | 0.03% | 0.03% | 425 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,989 | 280 | 0.0% | — | 427 | +2,989 | New | Q1 2026 | May 08, 2026 |
| Csenge Advisory Group | History | Reduced | 2,995 | 280 | 0.01% | 0.02% | 426 | -604 | -16.78% | Q1 2026 | Apr 30, 2026 |
| Petix & Botte Co | History | New | 2,976 | 278 | 0.06% | — | 428 | +2,976 | New | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,940 | 275 | 0.02% | 0.02% | 430 | -591 | -16.74% | Q1 2026 | Apr 30, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 2,932 | 275 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 2,953 | 272 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 2,889 | 270 | 0.04% | 0.04% | 432 | +70 | 2.48% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,833 | 266 | 0.0% | 0.0% | 433 | +2,085 | 278.74% | Q1 2026 | May 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 2,821 | 264 | 0.02% | 0.01% | 434 | +1 | 0.04% | Q1 2026 | Apr 20, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 2,801 | 262 | 0.09% | — | 435 | +2,801 | New | Q1 2026 | May 12, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 2,789 | 261 | 0.08% | 0.08% | 436 | +12 | 0.43% | Q1 2026 | May 06, 2026 |
| Greenspring Advisors, LLC | History | No change | 2,791 | 261 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,783 | 260 | 0.01% | 0.01% | 438 | +400 | 16.79% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | No change | 2,735 | 256 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 2,728 | 255 | 0.06% | 0.06% | 440 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 2,713 | 254 | 0.17% | 0.15% | 441 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| W ADVISORS, LLC | History | Added to | 2,683 | 251 | 0.13% | 0.11% | 442 | +253 | 10.41% | Q1 2026 | Apr 29, 2026 |
| Alteri Wealth LLC | History | Reduced | 2,642 | 247 | 0.08% | 0.08% | 443 | -103 | -3.75% | Q1 2026 | May 06, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 2,583 | 242 | 0.03% | — | 444 | +2,583 | New | Q1 2026 | Apr 27, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,570 | 240 | 0.08% | 0.08% | 445 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 2,551 | 239 | 0.04% | 0.04% | 446 | +99 | 4.04% | Q1 2026 | Apr 22, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,450 | 238 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | New | 2,536 | 237 | 0.0% | — | 449 | +2,536 | New | Q1 2026 | May 15, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 2,537 | 237 | 0.07% | 0.07% | 448 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWC Advisors, LLC. | History | New | 2,528 | 236 | 0.11% | — | 450 | +2,528 | New | Q1 2026 | Apr 16, 2026 |
| Global Assets Advisory, LLC | History | New | 3,204 | 235 | 0.07% | — | 451 | +3,204 | New | Q1 2026 | May 01, 2026 |
| Convergence Financial, LLC | History | New | 2,444 | 229 | 0.02% | — | 452 | +2,444 | New | Q1 2026 | May 11, 2026 |
| Excelsior Advisor Network LLC | History | Reduced | 2,435 | 228 | 0.09% | 0.11% | 453 | -18 | -0.73% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | New | 2,394 | 225 | 0.0% | — | 455 | +2,394 | New | Q1 2026 | May 14, 2026 |
| Base Wealth Management LLC | History | No change | 2,410 | 225 | 0.13% | 0.12% | 454 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Betterment LLC | History | Reduced | 2,384 | 223 | 0.0% | 0.0% | 457 | -670 | -21.94% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 2,387 | 223 | 0.01% | 0.01% | 456 | -106 | -4.25% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,365 | 222 | 0.01% | 0.01% | 458 | -714 | -23.19% | Q1 2026 | May 18, 2026 |
| UNIQUE WEALTH, LLC | History | New | 2,363 | 221 | 0.03% | — | 461 | +2,363 | New | Q1 2026 | Apr 21, 2026 |
| REGIONS FINANCIAL CORP | History | New | 2,362 | 221 | 0.0% | — | 460 | +2,362 | New | Q1 2026 | May 05, 2026 |
| Key FInancial Inc | History | Added to | 2,361 | 221 | 0.04% | 0.04% | 459 | +58 | 2.52% | Q1 2026 | Apr 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 2,334 | 218 | 0.0% | — | 462 | +2,334 | New | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | Added to | 2,305 | 217 | 0.04% | 0.04% | 463 | +738 | 47.1% | Q1 2026 | May 11, 2026 |
| BOS Asset Management, LLC | History | New | 2,295 | 215 | 0.05% | — | 466 | +2,295 | New | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,294 | 215 | 0.0% | 0.0% | 464 | -574 | -20.01% | Q1 2026 | May 13, 2026 |
| Newport Capital Group, LLC | History | Reduced | 2,303 | 215 | 0.13% | 0.13% | 465 | -82 | -3.44% | Q1 2026 | May 11, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 2,275 | 213 | 0.07% | 0.09% | 467 | -975 | -30.0% | Q1 2026 | May 19, 2026 |
| UNIVEST FINANCIAL Corp | History | New | 2,270 | 212 | 0.01% | — | 468 | +2,270 | New | Q1 2026 | May 01, 2026 |
| Lynch Investment Planning, LLC | History | New | 2,258 | 211 | 0.19% | — | 471 | +2,258 | New | Q1 2026 | May 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 2,252 | 211 | 0.14% | 0.13% | 470 | -51 | -2.21% | Q1 2026 | Apr 15, 2026 |
| Anson Capital, Inc. | History | Reduced | 2,259 | 211 | 0.14% | 0.15% | 469 | -8 | -0.35% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,228 | 208 | 0.0% | — | 472 | +2,228 | New | Q1 2026 | May 04, 2026 |
| Strategic Financial Services, Inc. | History | New | 2,200 | 206 | 0.01% | — | 473 | +2,200 | New | Q1 2026 | May 08, 2026 |
| EWA, LLC | History | New | 2,182 | 204 | 0.05% | — | 475 | +2,182 | New | Q1 2026 | Apr 23, 2026 |
| New Covenant Trust Company, N.A. | History | No change | 2,184 | 204 | 0.18% | 0.18% | 474 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 2,174 | 203 | 0.02% | 0.03% | 476 | -130 | -5.64% | Q1 2026 | Apr 15, 2026 |
| Level Financial Advisors | History | New | 2,162 | 202 | 0.05% | — | 477 | +2,162 | New | Q1 2026 | Apr 10, 2026 |
| EQ LLC | History | New | 2,145 | 201 | 0.06% | — | 478 | +2,145 | New | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 2,114 | 198 | 0.07% | — | 480 | +2,114 | New | Q1 2026 | Apr 09, 2026 |
| Legacy Bridge, LLC | History | No change | 2,113 | 198 | 0.08% | 0.08% | 479 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,022 | 189 | 0.0% | 0.0% | 481 | +1,249 | 161.58% | Q1 2026 | May 08, 2026 |
| Disciplina Capital Management LLC | History | No change | 1,985 | 186 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Reduced | 1,946 | 182 | 0.01% | 0.01% | 483 | -108 | -5.26% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,831 | 171 | 0.0% | 0.0% | 484 | -3,530 | -65.85% | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,800 | 168 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,669 | 156 | 0.09% | 0.09% | 486 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fairway Wealth LLC | History | Added to | 1,623 | 152 | 0.04% | 0.04% | 487 | +7 | 0.43% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Added to | 1,433 | 134 | 0.0% | 0.0% | 488 | +121 | 9.22% | Q1 2026 | May 06, 2026 |
| MCF Advisors LLC | History | Added to | 1,392 | 130 | 0.01% | 0.0% | 489 | +1,262 | 970.77% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,330 | 124 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 1,296 | 121 | 0.07% | 0.06% | 491 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | Added to | 1,245 | 116 | 0.02% | 0.03% | 492 | +1 | 0.08% | Q1 2026 | May 04, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,218 | 114 | 0.03% | 0.03% | 493 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wellington Grp LLC | History | Reduced | 1,209 | 113 | 0.03% | 0.05% | 494 | -516 | -29.91% | Q1 2026 | May 22, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 1,195 | 112 | 0.0% | 0.0% | 495 | +502 | 72.44% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | No change | 1,064 | 99 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 964 | 90 | 0.01% | 0.01% | 497 | +65 | 7.23% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 960 | 90 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 946 | 88 | 0.04% | 0.03% | 499 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 858 | 80 | 0.01% | — | 500 | +858 | New | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | Added to | 817 | 76 | 0.0% | 0.0% | 501 | +45 | 5.83% | Q1 2026 | Apr 28, 2026 |
| MASECO LLP | History | Added to | 757 | 71 | 0.0% | 0.0% | 502 | +3 | 0.4% | Q1 2026 | Apr 21, 2026 |
| Newton One Investments LLC | History | Reduced | 754 | 70 | 0.02% | 0.02% | 503 | -45 | -5.63% | Q1 2026 | Apr 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 709 | 66 | 0.0% | — | 504 | +709 | New | Q1 2026 | May 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 694 | 65 | 0.02% | 0.02% | 505 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| STEPH & CO | History | No change | 632 | 59 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | No change | 637 | 59 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 626 | 58 | 0.02% | 0.02% | 508 | +3 | 0.48% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 610 | 57 | 0.0% | 0.0% | 509 | -190 | -23.75% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | No change | 598 | 56 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 595 | 55 | 0.0% | 0.0% | 511 | +120 | 25.26% | Q1 2026 | Apr 13, 2026 |
| Operose Advisors LLC | History | Added to | 577 | 54 | 0.01% | 0.01% | 513 | +2 | 0.35% | Q1 2026 | May 12, 2026 |
| SITTNER & NELSON, LLC | History | No change | 586 | 54 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| City State Bank | History | No change | 586 | 54 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 574 | 53 | 0.0% | 0.0% | 515 | -5,710 | -90.87% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 562 | 52 | 0.0% | 0.0% | 516 | -12 | -2.09% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | No change | 565 | 52 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KM Capital Management Ltd. | History | New | 482 | 49 | 0.03% | — | 518 | +482 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 452 | 42 | 0.0% | 0.01% | 519 | -337 | -42.71% | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | No change | 455 | 42 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | No change | 458 | 42 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 445 | 41 | 0.02% | 0.02% | 522 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Register Financial Advisors LLC | History | Added to | 432 | 40 | 0.01% | 0.01% | 523 | +44 | 11.34% | Q1 2026 | Apr 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 420 | 39 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Horizon Investments, LLC | History | New | 402 | 37 | 0.0% | — | 525 | +402 | New | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 397 | 37 | 0.01% | — | 526 | +397 | New | Q1 2026 | May 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 350 | 32 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Synergy Investment Management, LLC | History | New | 315 | 29 | 0.01% | — | 528 | +315 | New | Q1 2026 | May 14, 2026 |
| Minot DeBlois Advisors LLC | History | New | 306 | 28 | 0.03% | — | 529 | +306 | New | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 284 | 26 | 0.0% | — | 531 | +284 | New | Q1 2026 | Apr 13, 2026 |
| Insight Inv LLC | History | No change | 287 | 26 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| YANKCOM Partnership | History | No change | 269 | 25 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 264 | 24 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 246 | 23 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 239 | 22 | 0.0% | 0.0% | 535 | -16 | -6.27% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 226 | 21 | 0.0% | 0.0% | 537 | +39 | 20.86% | Q1 2026 | Apr 27, 2026 |
| Anchor Investment Management, LLC | History | Added to | 229 | 21 | 0.0% | 0.0% | 536 | +35 | 18.04% | Q1 2026 | May 01, 2026 |
| Piscataqua Savings Bank | History | Reduced | 216 | 20 | 0.01% | 0.02% | 538 | -50 | -18.8% | Q1 2026 | Apr 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 204 | 19 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Olistico Wealth, LLC | History | No change | 211 | 19 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 199 | 18 | 0.01% | — | 542 | +199 | New | Q1 2026 | May 12, 2026 |
| Burk Holdings LLC | History | New | 195 | 18 | 0.01% | — | 541 | +195 | New | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 179 | 16 | 0.0% | 0.0% | 543 | +1 | 0.56% | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 162 | 15 | 0.01% | 0.01% | 546 | +1 | 0.62% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | No change | 170 | 15 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 170 | 15 | 0.04% | 0.04% | 545 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 151 | 14 | 0.0% | — | 550 | +151 | New | Q1 2026 | Apr 24, 2026 |
| LGT Financial Advisors LLC | History | No change | 160 | 14 | 0.07% | 0.09% | 547 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CDKV HOLDINGS LLC | History | No change | 159 | 14 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BAYBAN | History | No change | 160 | 14 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 145 | 13 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 131 | 12 | 0.0% | 0.01% | 552 | -31 | -19.14% | Q1 2026 | May 01, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 119 | 11 | 0.0% | — | 554 | +119 | New | Q1 2026 | Apr 17, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 127 | 11 | 0.01% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | No change | 107 | 10 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | Reduced | 94 | 8 | 0.0% | 0.0% | 556 | -93 | -49.73% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 93 | 8 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 73 | 7 | 0.0% | — | 558 | +73 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 60 | 6 | 0.0% | 0.0% | 560 | -14 | -18.92% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 71 | 6 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CURIO WEALTH, LLC | History | New | 58 | 5 | 0.0% | — | 561 | +58 | New | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 49 | 4 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 38 | 3 | 0.0% | 0.01% | 565 | -3,014 | -98.75% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | New | 42 | 3 | 0.0% | — | 566 | +42 | New | Q1 2026 | Apr 29, 2026 |
| WealthShield Partners, LLC | History | New | 35 | 3 | 0.0% | — | 567 | +35 | New | Q1 2026 | May 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 42 | 3 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 28 | 2 | 0.0% | 0.0% | 568 | +2 | 7.69% | Q1 2026 | Apr 30, 2026 |
| Fairscale Capital, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Beutel, Goodman & Co Ltd. | History | New | 16 | 1 | 0.0% | — | 572 | +16 | New | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | New | 11 | 1 | 0.0% | — | 573 | +11 | New | Q1 2026 | May 14, 2026 |
| Creative Capital Management Investments LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.01% | — | -200,000 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -91,211 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -67,905 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -57,648 | -100.0% | Q1 2026 | May 12, 2026 |
| COOKE & BIELER LP | History | Closed out | 0 | 0 | — | 0.05% | — | -54,000 | -100.0% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,525 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -11,261 | -100.0% | Q1 2026 | May 05, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -10,864 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Shade Tree Advisors LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -8,247 | -100.0% | Q1 2026 | May 12, 2026 |
| 3Chopt Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,803 | -100.0% | Q1 2026 | Apr 23, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -7,580 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,495 | -100.0% | Q1 2026 | May 13, 2026 |
| TCW GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,841 | -100.0% | Q1 2026 | May 14, 2026 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.04% | — | -5,753 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -4,896 | -100.0% | Q1 2026 | May 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,418 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,893 | -100.0% | Q1 2026 | May 20, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,633 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Impact Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,580 | -100.0% | Q1 2026 | Apr 10, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,494 | -100.0% | Q1 2026 | May 14, 2026 |
| Carrera Capital Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -2,744 | -100.0% | Q1 2026 | May 04, 2026 |
| Avant Capital LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,411 | -100.0% | Q1 2026 | May 12, 2026 |
| EVERPAR ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,315 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,875 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -810 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.02% | — | -540 | -100.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -491 | -100.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -491 | -100.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -353 | -100.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -313 | -100.0% | Q1 2026 | May 08, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -201 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q1 2026 | May 15, 2026 |
| GGM Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -138 | -100.0% | Q1 2026 | May 11, 2026 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | Apr 27, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 06, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 3 | 0 | — | 0.0% | — | -29 | -90.63% | Q1 2026 | May 06, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 01, 2026 |
| Centennial Bank/AR/ | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |