VANGUARD GROUP INC - VOOG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 2,174,927 | 852,441 | 0.05% | 0.06% | 1 | -2,711 | -0.12% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 890,400 | 363,007 | 0.02% | 0.02% | 2 | +41,751 | 4.92% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 655,893 | 267,401 | 0.02% | 0.02% | 3 | -18,413 | -2.73% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 622,304 | 253,707 | 0.04% | 0.04% | 4 | +265 | 0.04% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 574,115 | 234,061 | 0.06% | 0.07% | 5 | -7,663 | -1.32% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 402,674 | 164,165 | 0.04% | 0.05% | 6 | +26,428 | 7.02% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 312,762 | 127,279 | 0.03% | 0.03% | 7 | +3 | 0.0% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 266,977 | 108,843 | 2.26% | 2.43% | 8 | +10,392 | 4.05% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 234,029 | 95,411 | 0.03% | 0.02% | 9 | +56,601 | 31.9% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 229,820 | 93,695 | 0.08% | — | 10 | +229,820 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 213,352 | 86,982 | 0.12% | 0.13% | 11 | -10,911 | -4.87% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 189,287 | 77,170 | 0.01% | 0.02% | 12 | -17,142 | -8.3% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 187,041 | 76,414 | 0.11% | 0.13% | 13 | -8,811 | -4.5% | Q1 2026 | May 15, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 179,965 | 73,370 | 8.93% | 10.43% | 14 | -10,819 | -5.67% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 166,650 | 67,941 | 0.08% | 0.09% | 15 | +4,978 | 3.08% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 149,623 | 60,999 | 2.02% | 2.12% | 16 | +5,110 | 3.54% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Added to | 179,343 | 59,277 | 0.07% | 0.07% | 17 | +35,761 | 24.91% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 117,602 | 52,074 | 0.34% | 0.33% | 18 | +8,668 | 7.96% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 115,914 | 47,443 | 0.07% | 0.07% | 19 | +6,585 | 6.02% | Q1 2026 | May 15, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 107,322 | 43,753 | 10.36% | 9.99% | 20 | +5,688 | 5.6% | Q1 2026 | Apr 30, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 93,517 | 38,125 | 3.12% | 3.23% | 21 | +900 | 0.97% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 92,784 | 37,828 | 0.04% | 0.05% | 22 | -1,317 | -1.4% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Reduced | 79,155 | 36,629 | 0.54% | 0.74% | 23 | -5,336 | -6.32% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 89,557 | 36,511 | 2.05% | 2.28% | 24 | -474 | -0.53% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 78,347 | 31,941 | 0.08% | 0.11% | 25 | -18,321 | -18.95% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 75,128 | 30,628 | 0.14% | 0.15% | 26 | +1,848 | 2.52% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 73,900 | 30,128 | 0.03% | 0.04% | 27 | +1,394 | 1.92% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 73,581 | 29,998 | 0.01% | 0.01% | 28 | -11,344 | -13.36% | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | Added to | 62,845 | 25,621 | 1.46% | 1.45% | 29 | +4,997 | 8.64% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 62,819 | 25,610 | 0.19% | 0.19% | 30 | +8,868 | 16.44% | Q1 2026 | Apr 15, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 62,639 | 25,537 | 8.46% | 10.39% | 31 | +1,649 | 2.7% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 63,877 | 25,238 | 0.01% | 0.01% | 32 | +15,538 | 32.14% | Q1 2026 | May 15, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 61,805 | 25,197 | 20.47% | 26.76% | 33 | -15,888 | -20.45% | Q1 2026 | Apr 24, 2026 |
| FIL Ltd | History | No change | 61,392 | 25,028 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 61,170 | 24,938 | 1.05% | 1.19% | 35 | -481 | -0.78% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 60,231 | 24,555 | 2.32% | 2.58% | 36 | -684 | -1.12% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 54,228 | 22,108 | 0.08% | 0.13% | 37 | -17,420 | -24.31% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 53,972 | 22,003 | 0.01% | 0.01% | 38 | +3,779 | 7.53% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 52,507 | 21,406 | 0.03% | 0.04% | 39 | -14,242 | -21.34% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 52,487 | 21,399 | 0.05% | 0.05% | 40 | +176 | 0.34% | Q1 2026 | Apr 22, 2026 |
| Steffes Financial, Ltd. | History | Added to | 51,412 | 20,960 | 11.06% | 10.99% | 41 | +4,060 | 8.57% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 50,692 | 20,666 | 0.03% | 0.03% | 42 | +2,417 | 5.01% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 48,099 | 19,609 | 0.03% | 0.04% | 43 | +2,292 | 5.0% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 46,039 | 18,769 | 0.26% | 0.29% | 44 | +317 | 0.69% | Q1 2026 | Apr 08, 2026 |
| ArchPoint Investors | History | No change | 45,415 | 18,515 | 4.41% | 4.79% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 45,376 | 18,499 | 4.85% | 4.54% | 46 | +7,517 | 19.86% | Q1 2026 | Apr 10, 2026 |
| FMR LLC | History | Added to | 44,135 | 17,993 | 0.0% | 0.0% | 47 | +20,025 | 83.06% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 43,698 | 17,815 | 0.05% | 0.05% | 48 | +13,276 | 43.64% | Q1 2026 | May 15, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 42,423 | 17,295 | 3.56% | 3.69% | 49 | +2,127 | 5.28% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Services, LLC | History | Added to | 40,252 | 16,410 | 11.04% | 11.98% | 50 | +689 | 1.74% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 39,669 | 16,172 | 0.21% | 0.17% | 51 | +13,312 | 50.51% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 39,154 | 15,962 | 0.51% | 0.61% | 52 | -2,117 | -5.13% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 38,465 | 15,681 | 0.04% | 0.04% | 53 | -1,186 | -2.99% | Q1 2026 | May 04, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 37,598 | 15,328 | 1.59% | 1.64% | 54 | +2,846 | 8.19% | Q1 2026 | Apr 08, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 37,091 | 15,121 | 10.57% | 12.2% | 55 | +158 | 0.43% | Q1 2026 | May 12, 2026 |
| CONNING INC. | History | Added to | 35,650 | 14,534 | 0.48% | 0.48% | 56 | +3,585 | 11.18% | Q1 2026 | Apr 30, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 34,406 | 14,027 | 8.69% | 0.55% | 57 | +32,439 | 1649.16% | Q1 2026 | May 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,034 | 13,875 | 0.02% | 0.03% | 58 | +399 | 1.19% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,717 | 13,746 | 0.01% | 0.01% | 59 | +7,087 | 26.61% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,700 | 13,739 | 0.0% | 0.0% | 60 | +19,600 | 139.01% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 33,395 | 13,615 | 0.03% | 0.02% | 61 | +4,322 | 14.87% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 32,142 | 13,103 | 0.85% | 0.9% | 62 | +1,332 | 4.32% | Q1 2026 | Apr 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 31,610 | 12,887 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 31,176 | 12,710 | 0.02% | 0.02% | 64 | +1,932 | 6.61% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,237 | 12,502 | 0.03% | 0.02% | 65 | -2,361 | -7.24% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Added to | 29,930 | 12,202 | 0.14% | 0.04% | 66 | +21,597 | 259.17% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,900 | 12,189 | 0.0% | 0.0% | 67 | -1,100 | -3.55% | Q1 2026 | May 15, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 29,655 | 12,090 | 3.05% | 4.6% | 68 | -11,629 | -28.17% | Q1 2026 | Apr 16, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 29,145 | 11,882 | 1.19% | 1.31% | 69 | -93 | -0.32% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,548 | 11,231 | 0.12% | 0.03% | 70 | +21,392 | 347.5% | Q1 2026 | Apr 20, 2026 |
| Caprock Group, LLC | History | Added to | 27,078 | 11,039 | 0.27% | 0.25% | 71 | +89 | 0.33% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 25,933 | 10,572 | 0.23% | 0.22% | 72 | +3,269 | 14.42% | Q1 2026 | May 01, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 121,155 | 9,766 | 3.5% | 3.6% | 73 | +99,891 | 469.77% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 22,427 | 9,147 | 0.01% | 0.01% | 74 | -4,842 | -17.76% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 20,335 | 9,040 | 0.7% | 0.7% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 21,894 | 8,925 | 0.72% | 0.74% | 76 | -39 | -0.18% | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | Reduced | 21,871 | 8,916 | 0.01% | 0.01% | 77 | -1,441 | -6.18% | Q1 2026 | May 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 21,244 | 8,660 | 0.87% | 0.98% | 78 | -821 | -3.72% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 21,227 | 8,654 | 0.04% | 0.05% | 79 | +532 | 2.57% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 20,325 | 8,286 | 0.12% | 0.15% | 80 | -5,228 | -20.46% | Q1 2026 | May 01, 2026 |
| Cooper Financial Group | History | Reduced | 19,771 | 8,060 | 0.81% | 0.94% | 81 | -12 | -0.06% | Q1 2026 | Apr 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 19,219 | 7,835 | 0.06% | 0.15% | 82 | -20,328 | -51.4% | Q1 2026 | Apr 07, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 17,060 | 6,955 | 4.0% | — | 83 | +17,060 | New | Q1 2026 | Apr 08, 2026 |
| Keystone Financial Group | History | Added to | 16,753 | 6,829 | 0.47% | 0.55% | 84 | +124 | 0.75% | Q1 2026 | May 13, 2026 |
| Belvedere Trading LLC | History | Reduced | 16,600 | 6,767 | 0.01% | 0.01% | 85 | -5,700 | -25.56% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 16,430 | 6,698 | 0.02% | 0.03% | 86 | -813 | -4.71% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 16,238 | 6,620 | 0.04% | 0.02% | 87 | +7,261 | 80.88% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,515 | 6,325 | 0.03% | 0.04% | 88 | -1,157 | -6.94% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 14,919 | 6,082 | 0.06% | 0.07% | 89 | -209 | -1.38% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Reduced | 14,706 | 5,995 | 0.07% | 0.09% | 90 | -2,866 | -16.31% | Q1 2026 | Apr 16, 2026 |
| Valmark Advisers, Inc. | History | Added to | 14,627 | 5,963 | 0.07% | 0.05% | 91 | +4,978 | 51.59% | Q1 2026 | May 01, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 14,608 | 5,955 | 0.61% | 0.71% | 92 | -5 | -0.03% | Q1 2026 | Apr 30, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 14,521 | 5,920 | 0.37% | 0.39% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,513 | 5,917 | 0.01% | 0.01% | 94 | -116 | -0.79% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 12,907 | 5,738 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Added to | 13,789 | 5,621 | 0.16% | 0.16% | 96 | +377 | 2.81% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 13,690 | 5,581 | 0.0% | 0.0% | 97 | +36 | 0.26% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,663 | 5,570 | 0.11% | 0.12% | 98 | +155 | 1.15% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 13,178 | 5,372 | 0.03% | 0.03% | 99 | +173 | 1.33% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Reduced | 13,152 | 5,362 | 0.21% | 0.24% | 100 | -914 | -6.5% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,147 | 5,359 | 0.01% | 0.0% | 101 | +11,895 | 950.08% | Q1 2026 | May 01, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,929 | 5,270 | 0.59% | 0.68% | 102 | -682 | -5.01% | Q1 2026 | May 05, 2026 |
| Gross & Hartman Investments LLC | History | Reduced | 12,901 | 5,259 | 2.73% | 3.28% | 103 | -31 | -0.24% | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 12,706 | 5,180 | 1.72% | 2.08% | 104 | -158 | -1.23% | Q1 2026 | May 12, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 12,406 | 5,057 | 1.76% | 1.74% | 105 | +888 | 7.71% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,997 | 4,891 | 0.11% | 0.11% | 106 | +938 | 8.48% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,654 | 4,810 | 0.22% | 0.03% | 107 | -13,123 | -73.82% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,667 | 4,756 | 0.03% | 0.03% | 108 | +2,133 | 22.37% | Q1 2026 | May 15, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 11,619 | 4,736 | 3.77% | 4.11% | 109 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Junk Investment Group, LLC | History | New | 11,420 | 4,655 | 2.44% | — | 110 | +11,420 | New | Q1 2026 | May 08, 2026 |
| Anson Capital, Inc. | History | Added to | 11,105 | 4,527 | 3.1% | 3.41% | 111 | +571 | 5.42% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 10,066 | 4,475 | 1.3% | 1.3% | 112 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 10,898 | 4,442 | 0.01% | 0.01% | 113 | +871 | 8.69% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,824 | 4,412 | 0.01% | 0.01% | 114 | +1,576 | 17.04% | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 9,906 | 4,038 | 0.07% | 0.1% | 115 | -798 | -7.46% | Q1 2026 | Apr 21, 2026 |
| Zhang Financial LLC | History | Added to | 9,743 | 3,972 | 0.14% | 0.16% | 116 | +170 | 1.78% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | New | 9,567 | 3,900 | 0.07% | — | 117 | +9,567 | New | Q1 2026 | May 15, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 9,440 | 3,848 | 1.83% | 2.23% | 118 | -700 | -6.9% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,217 | 3,757 | 0.0% | 0.0% | 119 | -66,860 | -87.88% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 9,004 | 3,670 | 0.01% | 0.0% | 120 | +3,238 | 56.16% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Reduced | 8,907 | 3,637 | 0.35% | 0.38% | 121 | -384 | -4.13% | Q1 2026 | May 19, 2026 |
| Verum Partners LLC | History | Reduced | 8,623 | 3,515 | 0.67% | 0.82% | 122 | -539 | -5.88% | Q1 2026 | Apr 15, 2026 |
| VANGUARD GROUP INC | History | No change | 7,880 | 3,503 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Asset Management Group, Inc. | History | Reduced | 8,573 | 3,494 | 0.56% | 0.63% | 124 | -256 | -2.9% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 8,504 | 3,466 | 0.19% | 0.2% | 125 | -124 | -1.44% | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 8,416 | 3,431 | 0.24% | — | 126 | +8,416 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 8,149 | 3,322 | 0.03% | 0.03% | 127 | -77 | -0.94% | Q1 2026 | May 01, 2026 |
| Focused Wealth Management, Inc | History | Added to | 8,114 | 3,308 | 0.34% | 0.37% | 128 | +60 | 0.74% | Q1 2026 | Apr 20, 2026 |
| Continuum Advisory, LLC | History | No change | 8,000 | 3,261 | 0.31% | 0.36% | 129 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,986 | 3,255 | 0.0% | 0.0% | 130 | +1,634 | 25.72% | Q1 2026 | May 15, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 7,842 | 3,197 | 0.23% | 0.24% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 7,711 | 3,143 | 1.56% | 1.9% | 132 | -308 | -3.84% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,524 | 3,067 | 0.05% | 0.06% | 133 | +35 | 0.47% | Q1 2026 | Apr 22, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 7,480 | 3,050 | 1.06% | 0.79% | 134 | +2,576 | 52.53% | Q1 2026 | Apr 15, 2026 |
| Cadence Bank | History | No change | 6,749 | 3,000 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Diversified Portfolios, Inc. | History | No change | 7,352 | 2,997 | 0.25% | 0.27% | 136 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 7,217 | 2,942 | 0.01% | 0.01% | 137 | -736 | -9.25% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 42,631 | 2,896 | 0.02% | 0.02% | 138 | +35,763 | 520.72% | Q1 2026 | May 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 7,085 | 2,888 | 0.0% | 0.01% | 139 | -2,143 | -23.22% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,047 | 2,873 | 0.11% | 0.12% | 140 | -56 | -0.79% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,980 | 2,846 | 0.05% | 0.08% | 141 | -1,968 | -21.99% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,809 | 2,776 | 0.09% | 0.11% | 142 | -292 | -4.11% | Q1 2026 | Apr 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 6,734 | 2,745 | 0.01% | — | 144 | +6,734 | New | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,734 | 2,745 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,715 | 2,737 | 0.1% | 0.16% | 145 | -2,915 | -30.27% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 35,153 | 2,721 | 0.05% | — | 146 | +35,153 | New | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 6,633 | 2,704 | 0.0% | 0.0% | 147 | +2,166 | 48.49% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,498 | 2,651 | 0.04% | 0.04% | 148 | +465 | 7.71% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,436 | 2,623 | 0.01% | 0.01% | 149 | +498 | 8.39% | Q1 2026 | May 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 6,259 | 2,551 | 0.2% | 0.22% | 150 | -41 | -0.65% | Q1 2026 | Apr 09, 2026 |
| Sherman Wealth Management LLC | History | Added to | 6,196 | 2,526 | 2.17% | 2.31% | 151 | +222 | 3.72% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Added to | 6,141 | 2,503 | 0.01% | 0.01% | 152 | +1,624 | 35.95% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 6,223 | 2,439 | 0.37% | 0.47% | 153 | -601 | -8.81% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | No change | 5,814 | 2,370 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,796 | 2,363 | 0.01% | 0.02% | 155 | -299 | -4.91% | Q1 2026 | Apr 30, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 5,549 | 2,262 | 0.15% | 0.16% | 156 | -37 | -0.66% | Q1 2026 | Apr 17, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 5,531 | 2,255 | 0.46% | 0.6% | 157 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,445 | 2,219 | 0.0% | 0.0% | 158 | -256 | -4.49% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,359 | 2,213 | 0.02% | 0.02% | 159 | +707 | 15.2% | Q1 2026 | Apr 07, 2026 |
| Sierra Capital LLC | History | Added to | 5,333 | 2,174 | 0.24% | 0.24% | 160 | +285 | 5.65% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | No change | 5,243 | 2,137 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 5,199 | 2,119 | 0.73% | 0.8% | 162 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 5,177 | 2,110 | 0.03% | 0.03% | 163 | -21 | -0.4% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 5,034 | 2,090 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cove Private Wealth, LLC | History | Added to | 5,075 | 2,069 | 0.47% | 0.67% | 165 | +5 | 0.1% | Q1 2026 | May 13, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 4,984 | 2,031 | 0.57% | 0.64% | 166 | -62 | -1.23% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 4,922 | 2,006 | 0.14% | 0.14% | 167 | +97 | 2.01% | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,857 | 1,979 | 0.09% | 0.08% | 168 | +943 | 24.09% | Q1 2026 | Apr 28, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,730 | 1,928 | 0.06% | 0.07% | 169 | +118 | 2.56% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,719 | 1,923 | 0.0% | 0.0% | 170 | -491 | -9.42% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,668 | 1,903 | 0.02% | 0.01% | 171 | +2,409 | 106.64% | Q1 2026 | May 15, 2026 |
| Significant Wealth Partners LLC | History | Reduced | 4,545 | 1,853 | 2.28% | 2.36% | 172 | -219 | -4.6% | Q1 2026 | Apr 08, 2026 |
| Essex Bank | History | Reduced | 4,542 | 1,851 | 0.41% | 0.44% | 173 | -6 | -0.13% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,498 | 1,833 | 0.0% | 0.0% | 174 | -7,988 | -63.98% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,410 | 1,797 | 0.02% | 0.02% | 175 | +796 | 22.03% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,383 | 1,786 | 0.0% | 0.0% | 176 | -110 | -2.45% | Q1 2026 | May 08, 2026 |
| GEN Financial Management, INC. | History | Reduced | 4,371 | 1,782 | 1.1% | 1.28% | 177 | -205 | -4.48% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,149 | 1,691 | 0.0% | 0.0% | 178 | +634 | 18.04% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 4,134 | 1,685 | 0.08% | 0.08% | 179 | +50 | 1.22% | Q1 2026 | May 06, 2026 |
| Garde Capital, Inc. | History | Reduced | 4,077 | 1,662 | 0.1% | 0.18% | 180 | -2,600 | -38.94% | Q1 2026 | Apr 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 4,045 | 1,649 | 0.02% | 0.02% | 181 | +213 | 5.56% | Q1 2026 | Apr 21, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 4,023 | 1,640 | 0.47% | 0.52% | 182 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,938 | 1,605 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 3,935 | 1,604 | 0.03% | 0.03% | 184 | +36 | 0.92% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 3,908 | 1,593 | 0.09% | 0.08% | 185 | +880 | 29.06% | Q1 2026 | Apr 20, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 3,906 | 1,592 | 0.49% | 0.54% | 186 | +70 | 1.82% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,895 | 1,587 | 0.05% | 0.08% | 187 | -986 | -20.2% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 3,874 | 1,579 | 0.84% | 0.97% | 188 | -62 | -1.58% | Q1 2026 | Apr 24, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 3,872 | 1,578 | 0.56% | 0.66% | 189 | -239 | -5.81% | Q1 2026 | Apr 23, 2026 |
| KWB Wealth | History | No change | 3,503 | 1,557 | 0.15% | 0.15% | 190 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 3,806 | 1,556 | 0.06% | 0.2% | 191 | +965 | 33.97% | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | No change | 3,785 | 1,543 | 0.3% | 0.33% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 3,738 | 1,524 | 0.01% | 0.01% | 193 | -155 | -3.98% | Q1 2026 | May 15, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 3,699 | 1,508 | 1.18% | 1.44% | 194 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 3,622 | 1,476 | 0.66% | 0.79% | 195 | -397 | -9.88% | Q1 2026 | May 14, 2026 |
| HFG Advisors, Inc. | History | No change | 3,587 | 1,462 | 1.03% | 1.16% | 196 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summit Asset Management, LLC | History | Added to | 3,526 | 1,437 | 0.2% | 0.19% | 197 | +497 | 16.41% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,505 | 1,428 | 0.0% | 0.0% | 198 | +975 | 38.54% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,443 | 1,404 | 0.07% | 0.07% | 199 | +59 | 1.74% | Q1 2026 | May 18, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 3,432 | 1,399 | 0.79% | 0.72% | 200 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bawa N Mallick Trust | History | Reduced | 3,418 | 1,393 | 0.57% | 0.73% | 201 | -1,006 | -22.74% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 3,415 | 1,392 | 0.08% | 0.11% | 202 | -556 | -14.0% | Q1 2026 | Apr 30, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 3,407 | 1,389 | 0.9% | 0.98% | 203 | -27 | -0.79% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 3,350 | 1,365 | 0.09% | 0.1% | 204 | +200 | 6.35% | Q1 2026 | Apr 21, 2026 |
| Modern Wealth Management, LLC | History | Added to | 3,295 | 1,361 | 0.02% | 0.03% | 205 | +14 | 0.43% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,262 | 1,329 | 0.39% | 0.43% | 206 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Americana Partners, LLC | History | No change | 3,251 | 1,325 | 0.03% | 0.04% | 207 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 3,101 | 1,288 | 0.48% | 0.49% | 208 | +155 | 5.26% | Q1 2026 | May 01, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 3,157 | 1,287 | 0.8% | 0.75% | 209 | +460 | 17.06% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Added to | 3,149 | 1,283 | 0.04% | 0.01% | 210 | +2,702 | 604.47% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,121 | 1,272 | 0.05% | 0.02% | 211 | +2,061 | 194.43% | Q1 2026 | May 19, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,111 | 1,268 | 0.06% | 0.07% | 212 | +210 | 7.24% | Q1 2026 | Apr 23, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 3,100 | 1,263 | 0.57% | 0.63% | 213 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 3,093 | 1,260 | 0.06% | 0.06% | 214 | +618 | 24.97% | Q1 2026 | Apr 15, 2026 |
| Compass Financial Group, INC/SD | History | No change | 3,079 | 1,255 | 0.18% | 0.2% | 215 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,076 | 1,254 | 0.06% | 0.02% | 216 | +2,014 | 189.64% | Q1 2026 | Apr 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 3,057 | 1,246 | 0.02% | 0.01% | 217 | +504 | 19.74% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,994 | 1,220 | 0.0% | — | 218 | +2,994 | New | Q1 2026 | May 12, 2026 |
| Investment Insight Wealth Management, LLC | History | Added to | 2,907 | 1,184 | 1.28% | 1.27% | 219 | +1 | 0.03% | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,895 | 1,180 | 0.04% | 0.04% | 220 | -7 | -0.24% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,884 | 1,175 | 0.03% | 0.03% | 221 | +136 | 4.95% | Q1 2026 | Apr 27, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 2,850 | 1,161 | 0.42% | 0.48% | 222 | -57 | -1.96% | Q1 2026 | Apr 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 2,814 | 1,147 | 0.04% | 0.09% | 223 | +944 | 50.48% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 2,797 | 1,140 | 0.29% | 0.32% | 224 | +4 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 2,794 | 1,139 | 0.09% | 0.1% | 225 | -196 | -6.56% | Q1 2026 | Apr 29, 2026 |
| Apollon Financial, LLC | History | Added to | 2,782 | 1,133 | 0.16% | 0.18% | 226 | +3 | 0.11% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,746 | 1,119 | 0.1% | 0.11% | 227 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,712 | 1,105 | 0.01% | 0.02% | 228 | -49 | -1.77% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 2,664 | 1,086 | 0.02% | 0.02% | 229 | +176 | 7.07% | Q1 2026 | Apr 13, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 2,665 | 1,086 | 0.48% | 0.53% | 230 | +2 | 0.08% | Q1 2026 | Apr 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,637 | 1,075 | 0.0% | 0.0% | 231 | +10 | 0.38% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 2,632 | 1,072 | 0.0% | 0.0% | 232 | -74 | -2.73% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 2,405 | 1,069 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Added to | 2,608 | 1,063 | 0.04% | 0.04% | 234 | +23 | 0.89% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 2,568 | 1,047 | 0.0% | 0.0% | 235 | +1,720 | 202.83% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,552 | 1,040 | 0.02% | 0.02% | 236 | +68 | 2.74% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 2,529 | 1,030 | 0.01% | 0.02% | 237 | +751 | 42.24% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 2,484 | 1,012 | 0.01% | 0.02% | 238 | -937 | -27.39% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,241 | 996 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,414 | 983 | 0.04% | 0.05% | 240 | -332 | -12.09% | Q1 2026 | May 12, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 2,392 | 975 | 0.3% | 0.32% | 241 | +3 | 0.13% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | New | 2,338 | 953 | 0.04% | — | 242 | +2,338 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,324 | 947 | 0.01% | 0.01% | 243 | +122 | 5.54% | Q1 2026 | Apr 20, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 2,322 | 946 | 0.24% | 0.27% | 244 | +52 | 2.29% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 2,274 | 926 | 0.0% | 0.0% | 245 | +2 | 0.09% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 2,251 | 917 | 0.04% | 0.05% | 246 | +81 | 3.73% | Q1 2026 | May 05, 2026 |
| Ignite Planners, LLC | History | Added to | 2,228 | 908 | 0.14% | 0.15% | 247 | +1 | 0.04% | Q1 2026 | Apr 17, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 2,202 | 897 | 0.21% | 0.33% | 248 | -535 | -19.55% | Q1 2026 | May 07, 2026 |
| Elite Financial, Inc. | History | No change | 2,185 | 890 | 0.4% | 0.44% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 2,183 | 889 | 0.02% | 0.02% | 250 | +132 | 6.44% | Q1 2026 | May 01, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,993 | 886 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Northern Lights Advisors, Inc. | History | Reduced | 2,170 | 884 | 0.6% | 0.67% | 252 | -21 | -0.96% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Added to | 2,150 | 876 | 0.04% | 0.04% | 253 | +320 | 17.49% | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Added to | 2,142 | 873 | 0.11% | 0.11% | 254 | +124 | 6.14% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | Added to | 2,120 | 864 | 0.18% | 0.2% | 255 | +116 | 5.79% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,107 | 859 | 0.02% | 0.02% | 256 | +17 | 0.81% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,100 | 856 | 0.02% | 0.02% | 257 | +344 | 19.59% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,084 | 849 | 0.01% | 0.01% | 258 | +47 | 2.31% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,042 | 832 | 0.0% | 0.01% | 259 | -198 | -8.84% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,034 | 829 | 0.0% | 0.0% | 260 | -350 | -14.68% | Q1 2026 | May 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 2,025 | 825 | 0.53% | 0.58% | 261 | -17 | -0.83% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,014 | 820 | 0.0% | 0.01% | 262 | -934 | -31.68% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 2,006 | 818 | 0.01% | 0.01% | 263 | +57 | 2.92% | Q1 2026 | May 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 1,988 | 810 | 0.18% | 0.21% | 264 | +11 | 0.56% | Q1 2026 | May 21, 2026 |
| Laurel Wealth Planning LLC | History | No change | 1,985 | 809 | 0.43% | 0.49% | 265 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,983 | 808 | 0.02% | 0.02% | 266 | +337 | 20.47% | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 1,955 | 797 | 0.08% | 0.09% | 267 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | Added to | 1,935 | 788 | 0.07% | 0.07% | 268 | +28 | 1.47% | Q1 2026 | May 15, 2026 |
| One Day In July LLC | History | Added to | 1,911 | 779 | 0.06% | 0.07% | 269 | +89 | 4.88% | Q1 2026 | May 05, 2026 |
| Optiver Holding B.V. | History | New | 1,887 | 769 | 0.0% | — | 270 | +1,887 | New | Q1 2026 | May 15, 2026 |
| Wealthquest Corp | History | No change | 1,712 | 761 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 1,856 | 756 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,812 | 738 | 0.01% | 0.01% | 273 | -109 | -5.67% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,807 | 736 | 0.0% | 0.0% | 274 | +348 | 23.85% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Reduced | 1,799 | 733 | 0.02% | 0.04% | 275 | -1,286 | -41.69% | Q1 2026 | May 12, 2026 |
| Activest Wealth Management | History | No change | 1,800 | 733 | 0.13% | 0.15% | 276 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Accredited Investors Inc. | History | No change | 1,789 | 729 | 0.04% | 0.04% | 277 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 1,768 | 720 | 0.02% | 0.03% | 278 | -5 | -0.28% | Q1 2026 | May 11, 2026 |
| Security Financial Services, INC. | History | No change | 1,613 | 717 | 0.11% | 0.11% | 279 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,754 | 715 | 0.01% | 0.01% | 280 | +778 | 79.71% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,748 | 712 | 0.04% | 0.03% | 281 | +548 | 45.67% | Q1 2026 | May 12, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,733 | 706 | 0.09% | 0.11% | 282 | +60 | 3.59% | Q1 2026 | Apr 28, 2026 |
| Hobart Private Capital, LLC | History | No change | 1,717 | 700 | 0.14% | 0.15% | 283 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Prairiewood Capital, LLC | History | New | 1,700 | 693 | 0.2% | — | 284 | +1,700 | New | Q1 2026 | Apr 16, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,691 | 689 | 0.43% | 0.52% | 286 | -249 | -12.84% | Q1 2026 | Apr 23, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 1,692 | 689 | 0.33% | 0.37% | 285 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GREENLEAF TRUST | History | No change | 1,675 | 682 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 1,667 | 679 | 0.43% | 0.66% | 288 | -874 | -34.4% | Q1 2026 | May 13, 2026 |
| CapWealth Advisors, LLC | History | No change | 1,663 | 677 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 1,647 | 671 | 0.04% | 0.07% | 290 | -54 | -3.17% | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,639 | 668 | 0.01% | 0.02% | 291 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 1,634 | 666 | 0.01% | 0.01% | 292 | -5 | -0.31% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,627 | 663 | 0.0% | 0.0% | 293 | -12 | -0.73% | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | Reduced | 1,622 | 661 | 0.15% | 0.22% | 294 | -571 | -26.04% | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,599 | 651 | 0.01% | 0.01% | 295 | +6 | 0.38% | Q1 2026 | May 18, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,593 | 649 | 0.03% | — | 296 | +1,593 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,575 | 642 | 0.01% | 0.01% | 297 | +554 | 54.26% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | No change | 1,572 | 640 | 0.44% | 0.46% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,434 | 637 | 0.54% | 0.54% | 299 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Maia Wealth LLC | History | Added to | 1,560 | 636 | 0.11% | 0.11% | 300 | +15 | 0.97% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,557 | 634 | 0.0% | 0.0% | 301 | +512 | 49.0% | Q1 2026 | May 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,552 | 632 | 0.02% | 0.02% | 302 | +146 | 10.38% | Q1 2026 | Apr 17, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 1,546 | 630 | 0.11% | — | 304 | +1,546 | New | Q1 2026 | Apr 28, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 1,519 | 630 | 0.17% | 0.2% | 303 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lido Advisors, LLC | History | Added to | 1,543 | 629 | 0.0% | 0.0% | 305 | +109 | 7.6% | Q1 2026 | May 13, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 1,542 | 628 | 0.13% | 0.14% | 306 | +9 | 0.59% | Q1 2026 | May 12, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 1,536 | 626 | 0.18% | 0.2% | 307 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,527 | 622 | 0.0% | 0.0% | 308 | -509 | -25.0% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 1,517 | 618 | 0.01% | 0.02% | 309 | -1,170 | -43.54% | Q1 2026 | May 15, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 1,507 | 614 | 0.34% | 0.25% | 310 | +533 | 54.72% | Q1 2026 | Apr 16, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,499 | 611 | 0.0% | 0.0% | 311 | +646 | 75.73% | Q1 2026 | Apr 27, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 1,484 | 605 | 0.11% | 0.11% | 312 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,479 | 603 | 0.01% | 0.02% | 313 | -3,891 | -72.46% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 1,477 | 601 | 0.01% | 0.01% | 314 | -18 | -1.2% | Q1 2026 | Apr 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 1,447 | 589 | 0.04% | 0.14% | 316 | -2,646 | -64.65% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 1,446 | 589 | 0.01% | 0.0% | 315 | +696 | 92.8% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 1,437 | 585 | 0.33% | 0.36% | 318 | +61 | 4.43% | Q1 2026 | Apr 20, 2026 |
| Pacific Point Advisors, LLC | History | No change | 1,435 | 585 | 0.31% | 0.34% | 317 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,431 | 583 | 0.01% | 0.01% | 319 | +123 | 9.4% | Q1 2026 | Apr 13, 2026 |
| Arkos Global Advisors | History | No change | 1,427 | 582 | 0.07% | 0.08% | 320 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 1,427 | 581 | 0.07% | 0.08% | 321 | -17 | -1.18% | Q1 2026 | May 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 1,417 | 577 | 0.05% | 0.05% | 322 | +114 | 8.75% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 1,413 | 576 | 0.04% | 0.04% | 323 | +47 | 3.44% | Q1 2026 | Apr 27, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 1,413 | 576 | 0.06% | 0.06% | 324 | -11 | -0.77% | Q1 2026 | May 04, 2026 |
| MWA Asset Management | History | Added to | 1,394 | 568 | 0.31% | 0.34% | 325 | +18 | 1.31% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 1,376 | 561 | 0.08% | 0.1% | 326 | -190 | -12.13% | Q1 2026 | May 13, 2026 |
| Southland Equity Partners LLC | History | Added to | 1,373 | 559 | 0.11% | 0.12% | 327 | +54 | 4.09% | Q1 2026 | Apr 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 1,356 | 552 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,332 | 543 | 0.01% | 0.01% | 329 | +7 | 0.53% | Q1 2026 | Apr 28, 2026 |
| James J. Burns & Company, LLC | History | Added to | 1,323 | 539 | 0.07% | 0.08% | 330 | +1 | 0.08% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,375 | 538 | 0.02% | 0.01% | 331 | +800 | 139.13% | Q1 2026 | May 15, 2026 |
| Saxony Capital Management, LLC | History | Added to | 1,317 | 536 | 0.31% | 0.35% | 332 | +30 | 2.33% | Q1 2026 | Apr 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,312 | 534 | 0.0% | — | 334 | +1,312 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,203 | 534 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 1,307 | 532 | 0.02% | 0.03% | 335 | -17 | -1.28% | Q1 2026 | Apr 21, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 1,300 | 530 | 0.01% | 0.01% | 336 | +5 | 0.39% | Q1 2026 | May 15, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 1,297 | 529 | 0.13% | 0.13% | 337 | +8 | 0.62% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Reduced | 1,283 | 523 | 0.0% | 0.0% | 338 | -584 | -31.28% | Q1 2026 | May 11, 2026 |
| Aspire Growth Partners LLC | History | Added to | 1,272 | 518 | 0.36% | 0.36% | 339 | +123 | 10.7% | Q1 2026 | Apr 17, 2026 |
| Invesco Ltd. | History | Added to | 1,269 | 517 | 0.0% | 0.0% | 340 | +11 | 0.87% | Q1 2026 | May 12, 2026 |
| Black Diamond Financial, LLC | History | No change | 1,263 | 514 | 0.06% | 0.06% | 341 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 1,260 | 513 | 0.01% | — | 342 | +1,260 | New | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,153 | 512 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | New | 1,243 | 506 | 0.01% | — | 345 | +1,243 | New | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,242 | 506 | 0.01% | 0.01% | 344 | -26 | -2.05% | Q1 2026 | May 07, 2026 |
| Gemmer Asset Management LLC | History | No change | 1,240 | 505 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 1,203 | 490 | 0.02% | 0.02% | 347 | +155 | 14.79% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 1,195 | 487 | 0.01% | 0.01% | 348 | -44 | -3.55% | Q1 2026 | May 01, 2026 |
| IFG Advisors, LLC | History | No change | 1,195 | 487 | 0.08% | 0.09% | 349 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,195 | 487 | 0.43% | 0.44% | 350 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | New | 1,194 | 486 | 0.0% | — | 352 | +1,194 | New | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,095 | 486 | 0.0% | 0.0% | 351 | +599 | 120.77% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,169 | 476 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 1,158 | 472 | 0.25% | 10.57% | 354 | -363,964 | -99.68% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,154 | 470 | 0.01% | 0.01% | 355 | +35 | 3.13% | Q1 2026 | Apr 28, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 1,145 | 466 | 0.06% | 0.06% | 356 | +120 | 11.71% | Q1 2026 | Apr 22, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 1,142 | 465 | 0.02% | 0.02% | 357 | +1 | 0.09% | Q1 2026 | Apr 29, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 1,139 | 464 | 0.01% | 0.01% | 358 | +36 | 3.26% | Q1 2026 | May 01, 2026 |
| Brookwood Investment Group LLC | History | Added to | 1,136 | 463 | 0.06% | 0.06% | 359 | +29 | 2.62% | Q1 2026 | May 04, 2026 |
| National Wealth Management Group, LLC | History | Added to | 1,133 | 461 | 0.17% | 0.11% | 360 | +388 | 52.08% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,127 | 459 | 0.0% | 0.0% | 362 | +182 | 19.26% | Q1 2026 | May 15, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 1,128 | 459 | 0.39% | 0.41% | 363 | +80 | 7.63% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,126 | 459 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ring Mountain Capital, LLC | History | No change | 1,124 | 458 | 0.25% | 0.26% | 364 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | Added to | 1,111 | 452 | 0.0% | 0.0% | 365 | +1 | 0.09% | Q1 2026 | May 11, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 1,079 | 448 | 0.03% | 0.03% | 367 | -12 | -1.1% | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,008 | 448 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COWA, LLC | History | Added to | 1,074 | 437 | 0.12% | 0.14% | 368 | +6 | 0.56% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | New | 1,070 | 436 | 0.01% | — | 369 | +1,070 | New | Q1 2026 | May 01, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 965 | 435 | 0.03% | 0.03% | 370 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,063 | 433 | 0.01% | — | 371 | +1,063 | New | Q1 2026 | May 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 1,062 | 432 | 0.0% | 0.0% | 372 | -18 | -1.67% | Q1 2026 | May 05, 2026 |
| W ADVISORS, LLC | History | No change | 1,057 | 430 | 0.22% | 0.24% | 373 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CHOREO, LLC | History | New | 1,051 | 428 | 0.01% | — | 375 | +1,051 | New | Q1 2026 | May 12, 2026 |
| Smith Salley Wealth Management | History | No change | 1,050 | 428 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 1,049 | 427 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 1,046 | 426 | 0.08% | 0.1% | 377 | -15 | -1.41% | Q1 2026 | May 14, 2026 |
| Walker Asset Management, LLC | History | No change | 1,047 | 426 | 0.23% | 0.25% | 378 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 1,044 | 425 | 0.23% | 1.88% | 379 | -7,666 | -88.01% | Q1 2026 | May 11, 2026 |
| Squire Investment Management Company, LLC | History | No change | 1,040 | 423 | 0.12% | 0.14% | 380 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vigil Wealth Management, LLC | History | Reduced | 1,037 | 422 | 0.34% | 0.39% | 381 | -18 | -1.71% | Q1 2026 | Apr 21, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 1,023 | 417 | 0.03% | 0.05% | 383 | -54 | -5.01% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | No change | 1,024 | 417 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 1,017 | 414 | 0.15% | 0.23% | 384 | -167 | -14.1% | Q1 2026 | Apr 22, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 1,014 | 413 | 0.09% | 0.28% | 385 | -1,896 | -65.15% | Q1 2026 | May 08, 2026 |
| Vanguard National Trust Co | History | New | 1,011 | 412 | 0.03% | — | 386 | +1,011 | New | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,009 | 411 | 0.0% | 0.0% | 388 | +27 | 2.75% | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 925 | 411 | 0.04% | 0.04% | 387 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BROWN ADVISORY INC | History | No change | 1,006 | 410 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 997 | 406 | 0.04% | 0.05% | 391 | -22 | -2.16% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 997 | 406 | 0.01% | 0.01% | 390 | +11 | 1.12% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Added to | 989 | 403 | 0.02% | 0.02% | 392 | +61 | 6.57% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 986 | 402 | 0.01% | 0.01% | 393 | +375 | 61.37% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 978 | 398 | 0.01% | 0.01% | 394 | +91 | 10.26% | Q1 2026 | Apr 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 894 | 397 | 0.12% | 0.12% | 395 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 975 | 397 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Burton Enright Welch | History | No change | 966 | 393 | 0.05% | 0.06% | 397 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 960 | 391 | 0.02% | 0.03% | 398 | -146 | -13.2% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 957 | 390 | 0.0% | 0.0% | 400 | -233 | -19.58% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 957 | 390 | 0.01% | 0.01% | 399 | -100 | -9.46% | Q1 2026 | May 14, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 950 | 387 | 0.09% | 0.09% | 401 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 949 | 386 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BCM ADVISORS, LLC | History | New | 4,914 | 385 | 0.08% | — | 403 | +4,914 | New | Q1 2026 | May 05, 2026 |
| Naviter Wealth, LLC | History | Added to | 943 | 384 | 0.05% | 0.05% | 404 | +90 | 10.55% | Q1 2026 | Apr 10, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 934 | 380 | 0.03% | — | 405 | +934 | New | Q1 2026 | Apr 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 932 | 379 | 0.0% | — | 409 | +932 | New | Q1 2026 | May 15, 2026 |
| 626 Financial, LLC | History | Reduced | 930 | 379 | 0.17% | 0.21% | 408 | -167 | -15.22% | Q1 2026 | Apr 23, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 931 | 379 | 0.01% | 0.01% | 407 | -129 | -12.17% | Q1 2026 | May 14, 2026 |
| Net Worth Advisory Group | History | Added to | 931 | 379 | 0.08% | 0.08% | 406 | +2 | 0.22% | Q1 2026 | May 05, 2026 |
| NRI Wealth Management LC | History | No change | 848 | 377 | 0.19% | 0.19% | 410 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 912 | 371 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Indivisible Partners | History | Added to | 909 | 370 | 0.03% | 0.04% | 412 | +9 | 1.0% | Q1 2026 | Apr 30, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 900 | 366 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 893 | 364 | 0.0% | 0.0% | 414 | -152 | -14.55% | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | No change | 895 | 364 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Added to | 877 | 357 | 0.02% | 0.02% | 416 | +80 | 10.04% | Q1 2026 | May 08, 2026 |
| INSIGHT 2811, INC. | History | Added to | 867 | 353 | 0.15% | 0.16% | 417 | +24 | 2.85% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 795 | 353 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 860 | 350 | 0.28% | 0.24% | 419 | +175 | 25.55% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 857 | 349 | 0.02% | 0.03% | 420 | -209 | -19.61% | Q1 2026 | Apr 27, 2026 |
| Apeiron RIA LLC | History | Added to | 840 | 342 | 0.08% | 0.08% | 421 | +4 | 0.48% | Q1 2026 | Apr 27, 2026 |
| Clean Yield Group | History | Reduced | 835 | 340 | 0.1% | 0.15% | 422 | -357 | -29.95% | Q1 2026 | Apr 14, 2026 |
| Dakota Wealth Management | History | Added to | 831 | 338 | 0.01% | 0.01% | 423 | +51 | 6.54% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 824 | 335 | 0.11% | 0.12% | 424 | -69 | -7.73% | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | Added to | 815 | 332 | 0.03% | 0.03% | 425 | +1 | 0.12% | Q1 2026 | May 19, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 810 | 330 | 0.08% | 0.1% | 426 | -37 | -4.37% | Q1 2026 | Apr 07, 2026 |
| Valued Retirements, Inc. | History | No change | 811 | 330 | 0.32% | 0.35% | 427 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 800 | 326 | 0.0% | 0.01% | 428 | -47 | -5.55% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | No change | 800 | 326 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Calamos Advisors LLC | History | No change | 798 | 325 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | New | 796 | 324 | 0.0% | — | 432 | +796 | New | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | Added to | 795 | 324 | 0.02% | 0.02% | 431 | +67 | 9.2% | Q1 2026 | May 08, 2026 |
| Five Pine Wealth Management | History | New | 792 | 322 | 0.2% | — | 435 | +792 | New | Q1 2026 | Apr 16, 2026 |
| Innovative Wealth Building LLC | History | Added to | 790 | 322 | 0.23% | 0.18% | 434 | +230 | 41.07% | Q1 2026 | May 01, 2026 |
| Terra Nova Asset Management LLC | History | No change | 790 | 322 | 0.24% | 0.23% | 433 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Avantax Planning Partners, Inc. | History | New | 788 | 321 | 0.01% | — | 436 | +788 | New | Q1 2026 | May 04, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 784 | 319 | 0.08% | 0.08% | 437 | -14 | -1.75% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 3,847 | 317 | 0.03% | 0.03% | 438 | +3,206 | 500.16% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 763 | 311 | 0.03% | 0.03% | 439 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 756 | 308 | 0.02% | 0.02% | 440 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Florida Trust Wealth Management Co | History | No change | 757 | 308 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 751 | 306 | 0.01% | 0.01% | 442 | -2 | -0.27% | Q1 2026 | Apr 14, 2026 |
| Facet Wealth, Inc. | History | New | 750 | 305 | 0.01% | — | 444 | +750 | New | Q1 2026 | May 07, 2026 |
| Cloud Capital Management, LLC | History | Added to | 750 | 305 | 0.13% | 0.15% | 443 | +41 | 5.78% | Q1 2026 | May 12, 2026 |
| Richwood Investment Advisors, LLC | History | Added to | 4,476 | 304 | 0.23% | 0.23% | 447 | +3,730 | 500.0% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 746 | 304 | 0.04% | 0.04% | 445 | +1 | 0.13% | Q1 2026 | May 08, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 748 | 304 | 0.14% | 0.15% | 446 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,907 | 303 | 0.01% | 0.01% | 448 | +3,209 | 459.74% | Q1 2026 | May 04, 2026 |
| Revisor Wealth Management LLC | History | No change | 738 | 301 | 0.08% | 0.09% | 449 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 736 | 300 | 0.02% | 0.02% | 450 | +11 | 1.52% | Q1 2026 | May 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 733 | 298 | 0.05% | 0.04% | 451 | +116 | 18.8% | Q1 2026 | Apr 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 724 | 295 | 0.02% | 0.02% | 452 | -38 | -4.99% | Q1 2026 | May 13, 2026 |
| Chancellor Financial Group WB LP | History | No change | 725 | 295 | 0.21% | 0.22% | 453 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 720 | 293 | 0.07% | 0.08% | 454 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 3,774 | 292 | 0.05% | 0.05% | 455 | +3,145 | 500.0% | Q1 2026 | Apr 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 718 | 292 | 0.15% | 0.17% | 456 | -14 | -1.91% | Q1 2026 | May 15, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 712 | 290 | 0.08% | 0.09% | 458 | -15 | -2.06% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 712 | 290 | 0.0% | 0.0% | 457 | +5 | 0.71% | Q1 2026 | May 06, 2026 |
| FLAGSTAR ADVISORS INC | History | No change | 708 | 288 | 0.1% | 0.11% | 459 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pacific Center for Financial Services | History | No change | 708 | 288 | 0.07% | 0.08% | 460 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 700 | 285 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vigilare Wealth Management | History | No change | 699 | 284 | 0.1% | 0.1% | 462 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| TruWealth Advisors, LLC | History | No change | 690 | 281 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 685 | 279 | 0.03% | 0.03% | 464 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Performance Wealth Partners, LLC | History | No change | 686 | 279 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 684 | 278 | 0.0% | 0.0% | 466 | +100 | 17.12% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 678 | 276 | 0.01% | 0.01% | 467 | -194 | -22.25% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 676 | 275 | 0.01% | 0.01% | 468 | +287 | 73.78% | Q1 2026 | Apr 17, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 676 | 275 | 0.2% | 0.22% | 469 | -23 | -3.29% | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | No change | 671 | 273 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sepio Capital, LP | History | No change | 672 | 273 | 0.01% | 0.02% | 471 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 672 | 273 | 0.04% | 0.04% | 472 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| waypoint wealth counsel | History | Added to | 668 | 272 | 0.14% | 0.1% | 473 | +24 | 3.73% | Q1 2026 | Apr 23, 2026 |
| Pacific Asset Management, LLC | History | Added to | 668 | 272 | 0.15% | 0.18% | 474 | +1 | 0.15% | Q1 2026 | May 01, 2026 |
| Members Trust Co | History | No change | 661 | 269 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | No change | 654 | 267 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 651 | 265 | 0.04% | 0.05% | 478 | -140 | -17.7% | Q1 2026 | Apr 21, 2026 |
| Carmel Capital Partners, LLC | History | No change | 651 | 265 | 0.1% | 0.1% | 477 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 649 | 264 | 0.02% | 0.02% | 479 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 644 | 262 | 0.01% | 0.01% | 480 | +6 | 0.94% | Q1 2026 | May 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 642 | 261 | 0.07% | — | 483 | +642 | New | Q1 2026 | May 06, 2026 |
| Shelter Rock Management, LLC | History | Added to | 642 | 261 | 0.28% | 0.26% | 482 | +68 | 11.85% | Q1 2026 | Apr 10, 2026 |
| New Perspectives, Inc | History | Added to | 641 | 261 | 0.09% | 0.1% | 481 | +1 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Freestone Capital Holdings, LLC | History | New | 639 | 260 | 0.01% | — | 484 | +639 | New | Q1 2026 | May 13, 2026 |
| Farringdon Capital, Ltd. | History | New | 639 | 260 | 0.06% | — | 485 | +639 | New | Q1 2026 | May 15, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 633 | 257 | 0.05% | 0.06% | 486 | +1 | 0.16% | Q1 2026 | Apr 24, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 622 | 253 | 0.19% | 0.27% | 488 | -98 | -13.61% | Q1 2026 | May 08, 2026 |
| Financial Alternatives, Inc | History | No change | 622 | 253 | 0.14% | 0.16% | 487 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Old Port Advisors | History | New | 619 | 252 | 0.06% | — | 489 | +619 | New | Q1 2026 | Apr 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 618 | 252 | 0.02% | — | 490 | +618 | New | Q1 2026 | May 15, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 612 | 249 | 0.07% | 0.08% | 491 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 611 | 249 | 0.02% | 0.02% | 492 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 611 | 248 | 0.01% | 0.03% | 493 | -831 | -57.63% | Q1 2026 | Apr 30, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 608 | 247 | 0.01% | 0.01% | 494 | +100 | 19.69% | Q1 2026 | May 11, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 606 | 247 | 0.06% | 0.07% | 495 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Crestwood Advisors Group, LLC | History | New | 605 | 246 | 0.0% | — | 496 | +605 | New | Q1 2026 | May 05, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 601 | 245 | 0.1% | 0.11% | 497 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 597 | 243 | 0.06% | 0.06% | 498 | +29 | 5.11% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | No change | 595 | 242 | 0.06% | 0.06% | 499 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Added to | 587 | 239 | 0.01% | 0.01% | 500 | +1 | 0.17% | Q1 2026 | May 04, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 588 | 239 | 0.05% | 0.05% | 501 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Retirement Solution LLC | History | No change | 587 | 239 | 0.06% | 0.06% | 502 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 585 | 238 | 0.02% | 0.02% | 504 | +395 | 207.89% | Q1 2026 | May 21, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 584 | 238 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Crumly & Associates Inc. | History | No change | 578 | 235 | 0.05% | 0.05% | 505 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 575 | 234 | 0.01% | — | 508 | +575 | New | Q1 2026 | Apr 16, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 576 | 234 | 0.05% | 0.07% | 507 | -87 | -13.12% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 575 | 234 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 568 | 231 | 0.0% | 0.0% | 509 | -67 | -10.55% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 565 | 230 | 0.0% | 0.0% | 510 | +21 | 3.86% | Q1 2026 | May 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 565 | 230 | 0.11% | 0.12% | 511 | +20 | 3.67% | Q1 2026 | May 07, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 564 | 229 | 0.11% | — | 512 | +564 | New | Q1 2026 | Apr 16, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 554 | 228 | 0.13% | 0.2% | 514 | -105 | -15.93% | Q1 2026 | Apr 14, 2026 |
| Delta Investment Management, LLC | History | No change | 560 | 228 | 0.04% | 0.04% | 513 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 553 | 225 | 0.02% | — | 515 | +553 | New | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | No change | 551 | 224 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 543 | 221 | 0.01% | 0.01% | 517 | -5 | -0.91% | Q1 2026 | May 06, 2026 |
| Bridgewater Advisors Inc. | History | New | 2,640 | 217 | 0.01% | — | 519 | +2,640 | New | Q1 2026 | May 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 490 | 217 | 0.03% | 0.03% | 518 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Elevation Wealth Management LLC | History | New | 529 | 215 | 0.2% | — | 521 | +529 | New | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 527 | 215 | 0.01% | 0.01% | 520 | +34 | 6.9% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | No change | 525 | 214 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 521 | 212 | 0.01% | 0.01% | 523 | -10 | -1.88% | Q1 2026 | Apr 07, 2026 |
| Concord Wealth Partners | History | No change | 522 | 212 | 0.03% | 0.03% | 524 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 518 | 211 | 0.0% | 0.0% | 525 | -47 | -8.32% | Q1 2026 | May 07, 2026 |
| NorthRock Partners, LLC | History | Added to | 3,089 | 209 | 0.0% | 0.0% | 527 | +2,582 | 509.27% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 513 | 209 | 0.02% | 0.06% | 526 | -1,524 | -74.82% | Q1 2026 | Apr 20, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 515 | 209 | 0.02% | 0.02% | 529 | -56 | -9.81% | Q1 2026 | Apr 15, 2026 |
| Veracity Capital LLC | History | Reduced | 515 | 209 | 0.07% | 0.07% | 528 | -3 | -0.58% | Q1 2026 | Apr 09, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 509 | 207 | 0.05% | 0.05% | 530 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 504 | 205 | 0.0% | 0.0% | 531 | +6 | 1.2% | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, LLC | History | Added to | 504 | 205 | 0.04% | 0.03% | 533 | +2 | 0.4% | Q1 2026 | May 11, 2026 |
| AMG National Trust Bank | History | No change | 505 | 205 | 0.0% | 0.01% | 532 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 502 | 204 | 0.02% | 0.03% | 534 | +2 | 0.4% | Q1 2026 | Apr 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 501 | 204 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | No change | 502 | 204 | 0.02% | 0.03% | 536 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 501 | 204 | 0.06% | 0.05% | 537 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BHK Investment Advisors, LLC | History | No change | 500 | 203 | 0.07% | 0.07% | 538 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 497 | 202 | 0.05% | 0.08% | 539 | -309 | -38.34% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 494 | 201 | 0.0% | 0.01% | 540 | -247 | -33.33% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Reduced | 484 | 197 | 0.01% | 0.01% | 541 | -2 | -0.41% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 464 | 189 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 454 | 185 | 0.03% | 0.03% | 543 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 425 | 173 | 0.0% | 0.0% | 544 | -397 | -48.3% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 415 | 169 | 0.0% | 0.0% | 545 | -6 | -1.43% | Q1 2026 | Apr 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 400 | 163 | 0.02% | 0.02% | 546 | -80 | -16.67% | Q1 2026 | May 11, 2026 |
| HOERTKORN RICHARD CHARLES | History | Reduced | 396 | 161 | 0.13% | 0.07% | 547 | -38 | -8.76% | Q1 2026 | Apr 29, 2026 |
| GAMMA Investing LLC | History | Reduced | 378 | 154 | 0.01% | 0.01% | 548 | -42 | -10.0% | Q1 2026 | Apr 06, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 370 | 152 | 0.21% | 0.11% | 549 | +180 | 94.74% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 371 | 151 | 0.0% | 0.0% | 550 | -89 | -19.35% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 367 | 149 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Burk Holdings LLC | History | New | 359 | 146 | 0.06% | — | 552 | +359 | New | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 340 | 140 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 339 | 138 | 0.02% | 0.04% | 554 | -348 | -50.66% | Q1 2026 | Apr 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 335 | 136 | 0.03% | 0.04% | 555 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 329 | 134 | 0.0% | 0.0% | 556 | +107 | 48.2% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 323 | 133 | 0.0% | 0.0% | 557 | -119 | -26.92% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,674 | 131 | 0.0% | 0.0% | 558 | +1,395 | 500.0% | Q1 2026 | May 06, 2026 |
| Fairway Wealth LLC | History | No change | 317 | 129 | 0.03% | 0.04% | 559 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sage Mountain Advisors LLC | History | No change | 314 | 127 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westwind Capital | History | Reduced | 307 | 125 | 0.03% | 0.08% | 561 | -611 | -66.56% | Q1 2026 | Apr 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 295 | 120 | 0.04% | 0.03% | 562 | +106 | 56.08% | Q1 2026 | May 05, 2026 |
| Align Financial, LLC | History | Reduced | 283 | 115 | 0.07% | 0.07% | 564 | -125,536 | -99.78% | Q1 2026 | May 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 284 | 115 | 0.08% | 0.14% | 563 | -191 | -40.21% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,415 | 111 | 0.01% | 0.02% | 565 | +1,183 | 509.91% | Q1 2026 | May 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 263 | 107 | 0.02% | 0.02% | 566 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | Added to | 258 | 105 | 0.02% | 0.02% | 567 | +62 | 31.63% | Q1 2026 | Apr 10, 2026 |
| Asset Dedication, LLC | History | No change | 228 | 101 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ransom Advisory, Ltd | History | No change | 227 | 100 | 0.04% | 0.04% | 569 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| PROTECTIVE LIFE CORP | History | New | 234 | 95 | 0.32% | — | 570 | +234 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 228 | 92 | 0.0% | 0.0% | 571 | +171 | 300.0% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 222 | 90 | 0.0% | — | 572 | +222 | New | Q1 2026 | Apr 14, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 207 | 84 | 0.01% | 0.01% | 573 | +1 | 0.49% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 199 | 81 | 0.01% | 0.01% | 574 | +2 | 1.02% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 194 | 78 | 0.0% | 0.0% | 575 | +92 | 90.2% | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 189 | 77 | 0.01% | 0.01% | 576 | +8 | 4.42% | Q1 2026 | May 01, 2026 |
| UNION SAVINGS BANK | History | No change | 190 | 77 | 0.03% | 0.04% | 577 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hilltop National Bank | History | No change | 191 | 77 | 0.02% | 0.02% | 578 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Clarity Asset Management, Inc. | History | No change | 181 | 73 | 0.04% | 0.04% | 579 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| True Link Financial Advisors, LLC | History | New | 170 | 69 | 0.0% | — | 580 | +170 | New | Q1 2026 | Apr 29, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 169 | 68 | 0.02% | 0.03% | 581 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | Added to | 163 | 67 | 0.0% | 0.0% | 582 | +3 | 1.88% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 160 | 65 | 0.0% | 0.01% | 583 | -16 | -9.09% | Q1 2026 | May 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 157 | 64 | 0.0% | 0.01% | 584 | -183 | -53.82% | Q1 2026 | Apr 16, 2026 |
| WFA of San Diego, LLC | History | No change | 159 | 64 | 0.05% | 0.05% | 585 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 156 | 63 | 0.0% | 0.0% | 586 | -91 | -36.84% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | Added to | 150 | 60 | 0.01% | 0.01% | 588 | +1 | 0.67% | Q1 2026 | May 01, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 148 | 60 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 139 | 56 | 0.01% | 0.01% | 589 | -86 | -38.22% | Q1 2026 | Apr 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 136 | 55 | 0.02% | 0.02% | 590 | +3 | 2.26% | Q1 2026 | Apr 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 137 | 55 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HighMark Wealth Management LLC | History | No change | 134 | 54 | 0.02% | 0.02% | 592 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JDM Financial Group LLC | History | No change | 128 | 52 | 0.02% | 0.02% | 593 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 123 | 50 | 0.0% | 0.0% | 594 | +1 | 0.82% | Q1 2026 | Apr 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 121 | 49 | 0.02% | 0.03% | 595 | -100 | -45.25% | Q1 2026 | May 04, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 120 | 48 | 0.02% | 0.02% | 596 | +1 | 0.84% | Q1 2026 | May 04, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 106 | 43 | 0.01% | — | 599 | +106 | New | Q1 2026 | Apr 13, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 106 | 43 | 0.01% | 0.02% | 597 | -25 | -19.08% | Q1 2026 | Apr 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 107 | 43 | 0.0% | 0.01% | 598 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 103 | 42 | 0.01% | 0.0% | 600 | +83 | 415.0% | Q1 2026 | Apr 16, 2026 |
| Arlington Trust Co LLC | History | No change | 102 | 41 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 100 | 40 | 0.0% | 0.0% | 602 | +55 | 122.22% | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 100 | 40 | 0.0% | 0.01% | 603 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 100 | 40 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BARCLAYS PLC | History | New | 98 | 39 | 0.0% | — | 606 | +98 | New | Q1 2026 | May 14, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 97 | 39 | 0.04% | 0.04% | 605 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | Reduced | 95 | 38 | 0.0% | 0.0% | 607 | -35 | -26.92% | Q1 2026 | Apr 28, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 84 | 38 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Caitlin John, LLC | History | No change | 91 | 37 | 0.02% | 0.03% | 609 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 90 | 36 | 0.03% | — | 611 | +90 | New | Q1 2026 | Apr 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 90 | 36 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 86 | 35 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 87 | 35 | 0.03% | 0.03% | 613 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Heritage Wealth Advisors | History | New | 85 | 34 | 0.0% | — | 616 | +85 | New | Q1 2026 | May 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 85 | 34 | 0.01% | 0.01% | 614 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 84 | 34 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strive Financial Group ,LLC | History | No change | 78 | 32 | 0.02% | 0.02% | 617 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | New | 75 | 30 | 0.0% | — | 619 | +75 | New | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 74 | 30 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 73 | 29 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | No change | 69 | 28 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Financial Perspectives, Inc | History | No change | 68 | 27 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 64 | 26 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Advisors | History | No change | 60 | 24 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LOM Asset Management Ltd | History | No change | 60 | 24 | 0.01% | 0.01% | 625 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 55 | 22 | 0.01% | 0.01% | 626 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 50 | 20 | 0.0% | 0.0% | 627 | -10 | -16.67% | Q1 2026 | Apr 30, 2026 |
| West Branch Capital LLC | History | Added to | 51 | 20 | 0.01% | 0.01% | 628 | +1 | 2.0% | Q1 2026 | Apr 14, 2026 |
| TSFG, LLC | History | No change | 49 | 20 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Nemes Rush Group LLC | History | No change | 51 | 20 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 46 | 18 | 0.0% | — | 632 | +46 | New | Q1 2026 | May 05, 2026 |
| New Millennium Group LLC | History | No change | 42 | 18 | 0.01% | 0.01% | 631 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Synergy Investment Management, LLC | History | New | 43 | 17 | 0.01% | — | 636 | +43 | New | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 43 | 17 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 43 | 17 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | No change | 41 | 17 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 40 | 16 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Johnson Financial Group, Inc. | History | No change | 41 | 16 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 38 | 16 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | New | 37 | 15 | 0.0% | — | 641 | +37 | New | Q1 2026 | Apr 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 37 | 15 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 36 | 14 | 0.0% | 0.01% | 642 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Key Capital Management, INC | History | Reduced | 32 | 13 | 0.01% | 0.01% | 644 | -1 | -3.03% | Q1 2026 | May 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 33 | 13 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Destiny Wealth Partners, LLC | History | New | 31 | 12 | 0.0% | — | 645 | +31 | New | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | No change | 27 | 11 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 27 | 11 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | New | 25 | 10 | 0.0% | — | 650 | +25 | New | Q1 2026 | Apr 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 25 | 10 | 0.0% | — | 651 | +25 | New | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 25 | 10 | 0.0% | — | 652 | +25 | New | Q1 2026 | May 08, 2026 |
| ATWOOD & PALMER INC | History | No change | 25 | 10 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 25 | 10 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | New | 24 | 9 | 0.0% | — | 655 | +24 | New | Q1 2026 | Apr 09, 2026 |
| Ascentis Independent Advisors | History | New | 23 | 9 | 0.0% | — | 654 | +23 | New | Q1 2026 | Apr 28, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 24 | 9 | 0.01% | 0.01% | 653 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 20 | 8 | 0.0% | 0.0% | 657 | -274 | -93.2% | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | New | 20 | 8 | 0.0% | — | 661 | +20 | New | Q1 2026 | Apr 29, 2026 |
| REXFORD CAPITAL INC | History | New | 20 | 8 | 0.01% | — | 662 | +20 | New | Q1 2026 | Apr 23, 2026 |
| Corsicana & Co. | History | Reduced | 25 | 8 | 0.01% | 0.01% | 660 | -5 | -16.67% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 21 | 8 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 20 | 8 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Addison Advisors LLC | History | No change | 20 | 8 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 18 | 7 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Avion Wealth | History | Reduced | 16 | 6 | 0.0% | 0.0% | 667 | -24 | -60.0% | Q1 2026 | May 01, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 16 | 6 | 0.0% | — | 669 | +16 | New | Q1 2026 | May 12, 2026 |
| Operose Advisors LLC | History | New | 15 | 6 | 0.0% | — | 668 | +15 | New | Q1 2026 | May 12, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 15 | 6 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 15 | 6 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 15 | 6 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Olistico Wealth, LLC | History | No change | 14 | 5 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Beacon Financial Strategies CORP | History | No change | 14 | 5 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 10 | 4 | 0.0% | 0.01% | 673 | -15 | -60.0% | Q1 2026 | May 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 11 | 4 | 0.0% | — | 675 | +11 | New | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 10 | 4 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 11 | 4 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 9 | 3 | 0.0% | — | 680 | +9 | New | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 8 | 3 | 0.0% | — | 679 | +8 | New | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 9 | 3 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | No change | 8 | 3 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Morse Asset Management, Inc | History | No change | 8 | 3 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | New | 6 | 2 | 0.0% | — | 688 | +6 | New | Q1 2026 | Apr 30, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 6 | 2 | 0.0% | — | 689 | +6 | New | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 5 | 2 | 0.0% | 0.0% | 681 | -5 | -50.0% | Q1 2026 | Apr 15, 2026 |
| Key FInancial Inc | History | New | 5 | 2 | 0.0% | — | 687 | +5 | New | Q1 2026 | Apr 24, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 6 | 2 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 5 | 2 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 7 | 2 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | No change | 5 | 2 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 5 | 2 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4 | 1 | 0.0% | 0.0% | 692 | -12 | -75.0% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 4 | 1 | 0.0% | 0.0% | 690 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.31% | — | -28,450 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AA Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 1.67% | — | -20,272 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -10,054 | -100.0% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,884 | -100.0% | Q1 2026 | Apr 28, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 2.16% | — | -7,239 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,735 | -100.0% | Q1 2026 | May 01, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -4,019 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,459 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,808 | -100.0% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.17% | — | -2,467 | -100.0% | Q1 2026 | May 11, 2026 |
| Lansing Street Advisors | History | Closed out | 0 | 0 | — | 0.23% | — | -2,035 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ABLE Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,480 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -1,423 | -100.0% | Q1 2026 | May 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -1,348 | -100.0% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,272 | -100.0% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,206 | -100.0% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,198 | -100.0% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -916 | -100.0% | Q1 2026 | May 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -907 | -100.0% | Q1 2026 | May 21, 2026 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -889 | -100.0% | Q1 2026 | May 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -782 | -100.0% | Q1 2026 | Apr 23, 2026 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -674 | -100.0% | Q1 2026 | Apr 21, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | Closed out | 0 | 0 | — | 0.07% | — | -665 | -100.0% | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -608 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Curran Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -604 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Eddie Patel Inc | History | Closed out | 0 | 0 | — | 0.2% | — | -595 | -100.0% | Q1 2026 | May 11, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -564 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.13% | — | -542 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Coquina Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -531 | -100.0% | Q1 2026 | May 05, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -503 | -100.0% | Q1 2026 | May 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -502 | -100.0% | Q1 2026 | May 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -495 | -100.0% | Q1 2026 | May 05, 2026 |
| Great Point Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -485 | -100.0% | Q1 2026 | Apr 27, 2026 |
| JGP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -483 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -483 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Marshall Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -479 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -475 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Lauterbach Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -475 | -100.0% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -468 | -100.0% | Q1 2026 | Apr 17, 2026 |
| WBH ADVISORY INC | History | Closed out | 0 | 0 | — | 0.02% | — | -466 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Mullooly Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -466 | -100.0% | Q1 2026 | May 07, 2026 |
| Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -464 | -100.0% | Q1 2026 | May 05, 2026 |
| Summa Corp. | History | Closed out | 0 | 0 | — | 0.09% | — | -461 | -100.0% | Q1 2026 | Apr 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -460 | -100.0% | Q1 2026 | May 04, 2026 |
| Truepoint, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q1 2026 | May 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -456 | -100.0% | Q1 2026 | May 13, 2026 |
| Capital Management Associates, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -452 | -100.0% | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -451 | -100.0% | Q1 2026 | May 13, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.19% | — | -450 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cheviot Value Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -435 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -249 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -210 | -100.0% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q1 2026 | Apr 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -99 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -75 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 04, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 07, 2026 |
| High Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Perkins Coie Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Investment Research & Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 12, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q1 2026 | May 07, 2026 |
| Miller Global Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Versant Capital Management, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 06, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |