VANGUARD WORLD FUND - VPU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,212,771 | 240,298 | 0.01% | 0.01% | 1 | +66,848 | 5.83% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,042,308 | 206,522 | 0.02% | 0.01% | 2 | +38,435 | 3.83% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 894,086 | 177,154 | 0.05% | 0.05% | 3 | +923 | 0.1% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 713,108 | 141,295 | 0.09% | 0.08% | 4 | +34,009 | 5.01% | Q1 2026 | May 07, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 522,967 | 103,620 | 5.83% | 5.58% | 5 | -40,942 | -7.26% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 522,241 | 103,476 | 0.02% | 0.01% | 6 | +121,523 | 30.33% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 482,801 | 95,662 | 0.03% | 0.03% | 7 | +22,983 | 5.0% | Q1 2026 | May 04, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 382,530 | 75,794 | 0.2% | 0.21% | 8 | -29,222 | -7.1% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 361,457 | 71,619 | 0.01% | 0.01% | 9 | +17,018 | 4.94% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 316,698 | 62,840 | 0.09% | 0.06% | 10 | +86,084 | 37.33% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 313,645 | 62,129 | 0.01% | 0.01% | 11 | -27,593 | -8.09% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 279,058 | 55,292 | 0.02% | 0.01% | 12 | +59,507 | 27.1% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 213,276 | 42,258 | 0.66% | 0.58% | 13 | +1,680 | 0.79% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 206,532 | 40,922 | 0.07% | 0.07% | 14 | +3,198 | 1.57% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 188,013 | 37,252 | 0.04% | 0.04% | 15 | +2,631 | 1.42% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 182,578 | 36,175 | 0.01% | 0.01% | 16 | -29,341 | -13.85% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 182,052 | 36,071 | 0.05% | 0.05% | 17 | -2,165 | -1.18% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 160,640 | 31,829 | 0.06% | 0.08% | 18 | -66,513 | -29.28% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 114,715 | 22,729 | 0.88% | 0.84% | 19 | -7,420 | -6.08% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 111,621 | 22,117 | 0.06% | 0.06% | 20 | -8,320 | -6.94% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 106,745 | 21,150 | 1.29% | 1.21% | 21 | +3,073 | 2.96% | Q1 2026 | Apr 13, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 105,964 | 20,995 | 0.76% | — | 22 | +105,964 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 102,050 | 20,222 | 0.02% | 0.02% | 23 | -3,742 | -3.54% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 101,798 | 20,113 | 0.03% | 0.03% | 24 | -17,232 | -14.48% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 98,292 | 19,475 | 0.05% | 0.05% | 25 | -4,815 | -4.67% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 98,014 | 19,417 | 0.0% | 0.0% | 26 | +11,774 | 13.65% | Q1 2026 | May 13, 2026 |
| Hamilton Wealth, LLC | History | Added to | 95,361 | 18,894 | 1.34% | 1.01% | 27 | +66,780 | 233.65% | Q1 2026 | May 18, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 91,058 | 18,042 | 1.15% | 1.09% | 28 | -2,109 | -2.26% | Q1 2026 | Apr 14, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 89,612 | 17,755 | 2.55% | 2.53% | 29 | +1,270 | 1.44% | Q1 2026 | Apr 27, 2026 |
| Unconventional Investor, LLC | History | Reduced | 79,437 | 15,739 | 7.47% | 7.05% | 30 | -740 | -0.92% | Q1 2026 | May 18, 2026 |
| SWAN Capital LLC | History | Added to | 73,440 | 14,551 | 5.35% | 4.46% | 31 | +11,421 | 18.42% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 73,090 | 14,482 | 0.04% | 0.04% | 32 | +2,711 | 3.85% | Q1 2026 | May 13, 2026 |
| Nelson Capital Management, LLC | History | Added to | 61,505 | 12,186 | 1.49% | 1.33% | 33 | +99 | 0.16% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 60,478 | 11,983 | 0.02% | 0.02% | 34 | +679 | 1.14% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 58,648 | 11,620 | 0.03% | 0.03% | 35 | +1,236 | 2.15% | Q1 2026 | May 08, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 57,478 | 11,389 | 0.82% | 0.74% | 36 | +56,898 | 9810.0% | Q1 2026 | May 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 56,553 | 11,205 | 0.01% | 0.01% | 37 | +277 | 0.49% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,646 | 11,025 | 0.01% | 0.01% | 38 | +3,618 | 6.95% | Q1 2026 | May 05, 2026 |
| American Investment Services, Inc. | History | Reduced | 53,259 | 10,552 | 2.35% | 2.31% | 39 | -650 | -1.21% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 52,466 | 10,395 | 0.39% | 0.35% | 40 | -4,180 | -7.38% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 52,050 | 10,313 | 0.01% | 0.01% | 41 | +1,662 | 3.3% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 51,840 | 10,272 | 0.03% | 0.02% | 42 | +4,543 | 9.61% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 51,389 | 10,182 | 0.05% | 0.05% | 43 | -10,348 | -16.76% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 48,865 | 9,682 | 0.15% | 0.1% | 44 | +21,328 | 77.45% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 48,541 | 9,617 | 1.04% | 1.06% | 45 | -2,796 | -5.45% | Q1 2026 | Apr 24, 2026 |
| David Kennon Inc | History | Added to | 44,173 | 8,752 | 3.14% | 2.53% | 46 | +5,767 | 15.02% | Q1 2026 | Apr 28, 2026 |
| McIlrath & Eck, LLC | History | Added to | 42,727 | 8,465 | 0.63% | 0.73% | 47 | +479 | 1.13% | Q1 2026 | May 19, 2026 |
| Greenline Partners, LLC | History | Added to | 42,581 | 8,437 | 0.91% | 0.86% | 48 | +1,971 | 4.85% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 42,200 | 8,361 | 0.0% | 0.0% | 49 | +16,416 | 63.67% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 41,205 | 8,164 | 0.01% | 0.0% | 50 | +19,726 | 91.84% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Reduced | 41,157 | 8,154 | 0.1% | 0.15% | 51 | -38,458 | -48.3% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,472 | 7,574 | 0.0% | 0.0% | 52 | +9,344 | 32.08% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,817 | 7,294 | 0.01% | 0.01% | 53 | +7,008 | 23.51% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,614 | 7,254 | 0.03% | 0.02% | 54 | +10,578 | 40.63% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 36,592 | 7,250 | 0.05% | 0.05% | 55 | -395 | -1.07% | Q1 2026 | Apr 14, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 35,948 | 7,122 | 4.74% | 4.32% | 56 | -770 | -2.1% | Q1 2026 | May 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 35,642 | 7,062 | 0.23% | 0.22% | 57 | -972 | -2.65% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 32,953 | 6,529 | 0.0% | 0.0% | 58 | +2,509 | 8.24% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 32,202 | 6,380 | 0.08% | 0.12% | 59 | -18,364 | -36.32% | Q1 2026 | May 11, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 31,838 | 6,308 | 0.31% | 0.29% | 60 | -742 | -2.28% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,503 | 6,069 | 0.06% | 0.06% | 61 | +1,435 | 4.94% | Q1 2026 | Apr 07, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 28,601 | 5,667 | 2.27% | 2.18% | 62 | -168 | -0.58% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 28,222 | 5,591 | 0.03% | 0.03% | 63 | +1,833 | 6.95% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Added to | 27,078 | 5,365 | 0.74% | 0.64% | 64 | +3,235 | 13.57% | Q1 2026 | Apr 22, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 26,845 | 5,319 | 1.33% | 1.28% | 65 | -41 | -0.15% | Q1 2026 | May 07, 2026 |
| Dakota Wealth Management | History | Reduced | 26,472 | 5,245 | 0.11% | 0.09% | 66 | -332 | -1.24% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 26,000 | 5,151 | 0.01% | 0.02% | 67 | -10,900 | -29.54% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 25,903 | 5,132 | 0.04% | 0.05% | 68 | +3,635 | 16.32% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 25,569 | 5,066 | 0.37% | 0.34% | 69 | -76 | -0.3% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 24,616 | 4,877 | 0.22% | 0.21% | 70 | -55 | -0.22% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 24,356 | 4,825 | 0.56% | 0.56% | 71 | +158 | 0.65% | Q1 2026 | May 08, 2026 |
| MRA Advisory Group | History | Added to | 24,312 | 4,817 | 1.96% | 1.71% | 72 | +2,308 | 10.49% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | No change | 23,779 | 4,711 | 0.21% | 0.2% | 73 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,600 | 4,676 | 0.0% | 0.0% | 74 | +486 | 2.1% | Q1 2026 | May 15, 2026 |
| Mittelman Wealth Management | History | Added to | 23,386 | 4,633 | 2.89% | 2.5% | 75 | +2,572 | 12.36% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 23,017 | 4,560 | 0.01% | 0.01% | 76 | -482 | -2.05% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 22,641 | 4,486 | 0.05% | 0.05% | 77 | -642 | -2.76% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 22,055 | 4,369 | 0.01% | 0.01% | 78 | +8,286 | 60.18% | Q1 2026 | May 01, 2026 |
| Legacy Financial Group LLC | History | Added to | 22,047 | 4,368 | 0.55% | 0.48% | 79 | +1,360 | 6.57% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 21,143 | 4,189 | 0.0% | 0.0% | 80 | -25,172 | -54.35% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 20,187 | 3,999 | 0.1% | 0.09% | 81 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 19,905 | 3,944 | 1.64% | 1.6% | 82 | +148 | 0.75% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,876 | 3,938 | 0.13% | 0.08% | 83 | +333 | 1.7% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 19,833 | 3,929 | 0.1% | 0.07% | 84 | +5,618 | 39.52% | Q1 2026 | Apr 07, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 19,758 | 3,914 | 2.29% | 2.12% | 85 | -16 | -0.08% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 19,707 | 3,904 | 0.01% | 0.01% | 86 | -2,688 | -12.0% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 19,297 | 3,838 | 0.01% | 0.0% | 87 | +19,277 | 96385.0% | Q1 2026 | May 12, 2026 |
| Reality Financial Planning Services, LLC | History | Added to | 19,028 | 3,770 | 3.64% | 3.12% | 88 | +1,444 | 8.21% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 18,953 | 3,755 | 0.01% | 0.01% | 89 | -124 | -0.65% | Q1 2026 | May 11, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 18,832 | 3,731 | 0.68% | 0.65% | 90 | -150 | -0.79% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 18,724 | 3,710 | 0.51% | 0.48% | 91 | +50 | 0.27% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 18,681 | 3,701 | 0.0% | 0.0% | 92 | +4,309 | 29.98% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 18,536 | 3,672 | 0.27% | 0.23% | 93 | +795 | 4.48% | Q1 2026 | May 05, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 18,490 | 3,663 | 0.91% | 1.2% | 94 | +234 | 1.28% | Q1 2026 | May 11, 2026 |
| Ariston Services Group | History | Closed out | 0 | 3,588 | 2.15% | 1.96% | 95 | -18,085 | -100.0% | Q1 2026 | Apr 22, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 17,308 | 3,429 | 1.36% | 1.2% | 96 | +589 | 3.52% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,092 | 3,386 | 0.01% | 0.01% | 97 | +673 | 4.1% | Q1 2026 | May 15, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 16,470 | 3,328 | 0.63% | 0.55% | 98 | +1,375 | 9.11% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 16,627 | 3,294 | 0.03% | 0.02% | 99 | -23 | -0.14% | Q1 2026 | May 01, 2026 |
| Royal Fund Management, LLC | History | Added to | 16,564 | 3,289 | 0.31% | 0.26% | 100 | +1,441 | 9.53% | Q1 2026 | May 19, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 16,509 | 3,271 | 1.61% | 1.41% | 101 | +1,225 | 8.01% | Q1 2026 | Apr 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 16,296 | 3,224 | 0.24% | 0.02% | 102 | +14,816 | 1001.08% | Q1 2026 | May 20, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 16,206 | 3,211 | 1.87% | 1.6% | 103 | +2,269 | 16.28% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 16,128 | 3,195 | 2.1% | 2.1% | 104 | -327 | -1.99% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 16,073 | 3,184 | 0.07% | 0.07% | 105 | +14 | 0.09% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 15,284 | 3,028 | 0.04% | 0.04% | 106 | +2,317 | 17.87% | Q1 2026 | May 15, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 15,272 | 3,026 | 1.19% | 1.04% | 107 | +1,272 | 9.09% | Q1 2026 | May 11, 2026 |
| Banque Cantonale Vaudoise | History | No change | 15,242 | 3,019 | 0.11% | 0.1% | 108 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,193 | 3,010 | 0.06% | 0.05% | 109 | +1,499 | 10.95% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 15,095 | 2,990 | 0.01% | 0.01% | 110 | +963 | 6.81% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,979 | 2,966 | 0.02% | 0.02% | 111 | +860 | 6.09% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 14,841 | 2,940 | 0.11% | 0.14% | 112 | -1,187 | -7.41% | Q1 2026 | May 19, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 14,768 | 2,926 | 0.91% | 0.79% | 113 | +603 | 4.26% | Q1 2026 | May 08, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 14,363 | 2,845 | 0.29% | 0.28% | 114 | +241 | 1.71% | Q1 2026 | May 15, 2026 |
| Adams Wealth Management | History | Reduced | 14,305 | 2,834 | 0.62% | 0.57% | 115 | -139 | -0.96% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 14,305 | 2,834 | 0.55% | 0.5% | 116 | -139 | -0.96% | Q1 2026 | May 11, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 14,299 | 2,833 | 0.42% | 0.4% | 117 | +240 | 1.71% | Q1 2026 | May 11, 2026 |
| Dougherty & Associates, LLC | History | Added to | 14,266 | 2,826 | 2.6% | 2.11% | 118 | +1,519 | 11.92% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,218 | 2,817 | 0.02% | 0.02% | 119 | +228 | 1.63% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,689 | 2,739 | 0.01% | 0.01% | 120 | -8,876 | -39.34% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Added to | 13,348 | 2,644 | 0.05% | 0.02% | 121 | +7,885 | 144.33% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,173 | 2,637 | 0.02% | 0.01% | 122 | +4,088 | 40.54% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 13,257 | 2,626 | 0.63% | 0.44% | 123 | +3,409 | 34.62% | Q1 2026 | May 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13,238 | 2,622 | 0.07% | 0.06% | 124 | -264 | -1.96% | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,023 | 2,594 | 0.19% | 0.19% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 12,937 | 2,563 | 0.64% | 0.59% | 126 | -263 | -1.99% | Q1 2026 | Apr 28, 2026 |
| Kinloch Capital, LLC | History | New | 12,849 | 2,545 | 1.04% | — | 127 | +12,849 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 12,513 | 2,479 | 0.0% | 0.0% | 128 | +387 | 3.19% | Q1 2026 | May 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 12,364 | 2,449 | 0.54% | 0.52% | 129 | -611 | -4.71% | Q1 2026 | May 21, 2026 |
| Brookstone Capital Management | History | Added to | 12,274 | 2,432 | 0.03% | 0.02% | 130 | +745 | 6.46% | Q1 2026 | Apr 16, 2026 |
| WBH ADVISORY INC | History | Reduced | 11,979 | 2,383 | 0.18% | 0.19% | 131 | -1,591 | -11.72% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 11,941 | 2,366 | 0.0% | 0.0% | 132 | +431 | 3.74% | Q1 2026 | May 14, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 11,679 | 2,314 | 0.93% | 0.95% | 133 | -1,509 | -11.44% | Q1 2026 | Apr 23, 2026 |
| Retireful, LLC | History | New | 11,433 | 2,265 | 3.19% | — | 134 | +11,433 | New | Q1 2026 | Apr 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 11,420 | 2,262 | 0.07% | 0.07% | 135 | +14 | 0.12% | Q1 2026 | Apr 22, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 11,336 | 2,246 | 0.81% | 0.75% | 136 | -704 | -5.85% | Q1 2026 | May 12, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 11,161 | 2,211 | 0.24% | 0.28% | 137 | -2,647 | -19.17% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 11,156 | 2,210 | 0.14% | 0.14% | 138 | -783 | -6.56% | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 11,084 | 2,196 | 0.03% | 0.02% | 139 | -454 | -3.93% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,720 | 2,124 | 0.07% | 0.06% | 140 | +1,089 | 11.31% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,707 | 2,121 | 0.02% | 0.02% | 141 | -360 | -3.25% | Q1 2026 | Apr 28, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 10,622 | 2,107 | 0.5% | 0.45% | 142 | +194 | 1.86% | Q1 2026 | May 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 10,295 | 2,060 | 0.45% | 0.42% | 143 | -11 | -0.11% | Q1 2026 | Apr 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 10,386 | 2,057 | 0.06% | 0.06% | 144 | -122 | -1.16% | Q1 2026 | May 04, 2026 |
| Accel Wealth Management | History | Added to | 10,353 | 2,051 | 0.54% | 0.49% | 145 | +661 | 6.82% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,251 | 2,031 | 0.02% | 0.02% | 146 | -57 | -0.55% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,216 | 2,024 | 0.0% | 0.0% | 147 | +7,852 | 332.15% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 9,835 | 1,948 | 0.05% | 0.09% | 148 | -18,934 | -65.81% | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Added to | 9,738 | 1,929 | 0.1% | 0.07% | 149 | +991 | 11.33% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,636 | 1,909 | 0.01% | 0.01% | 150 | +559 | 6.16% | Q1 2026 | May 08, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 9,489 | 1,880 | 0.18% | 0.17% | 151 | -255 | -2.62% | Q1 2026 | Apr 13, 2026 |
| Sharper & Granite LLC | History | Added to | 9,078 | 1,798 | 0.61% | 0.56% | 152 | +529 | 6.19% | Q1 2026 | Apr 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 8,767 | 1,737 | 0.6% | 0.52% | 153 | +1,009 | 13.01% | Q1 2026 | Apr 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 8,763 | 1,736 | 0.25% | 0.23% | 154 | +461 | 5.55% | Q1 2026 | May 13, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 8,706 | 1,724 | 1.49% | 1.49% | 155 | -854 | -8.93% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 8,583 | 1,700 | 0.04% | 0.04% | 156 | -1,145 | -11.77% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,446 | 1,673 | 0.02% | 0.02% | 157 | +624 | 7.98% | Q1 2026 | May 13, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 8,249 | 1,657 | 0.36% | 0.33% | 158 | +552 | 7.17% | Q1 2026 | Apr 16, 2026 |
| Calder Financial LLC | History | Added to | 8,228 | 1,637 | 1.63% | 1.44% | 159 | +296 | 3.73% | Q1 2026 | Apr 07, 2026 |
| World Investment Advisors | History | Added to | 8,175 | 1,619 | 0.03% | 0.02% | 160 | +303 | 3.85% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 8,152 | 1,615 | 0.37% | 0.32% | 161 | +440 | 5.71% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 8,100 | 1,604 | 0.28% | 0.26% | 162 | +11 | 0.14% | Q1 2026 | Apr 17, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 7,945 | 1,574 | 0.62% | 0.54% | 163 | +267 | 3.48% | Q1 2026 | Apr 22, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 7,832 | 1,551 | 1.98% | 2.17% | 164 | -1,273 | -13.98% | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | Reduced | 7,759 | 1,537 | 0.03% | 0.03% | 165 | -250 | -3.12% | Q1 2026 | Apr 17, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 7,717 | 1,529 | 0.06% | 0.09% | 167 | -3,214 | -29.4% | Q1 2026 | Apr 30, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 7,720 | 1,529 | 0.32% | 0.3% | 166 | -271 | -3.39% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,703 | 1,526 | 0.0% | 0.0% | 168 | -386 | -4.77% | Q1 2026 | May 14, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 7,678 | 1,521 | 0.27% | 0.3% | 169 | -972 | -11.24% | Q1 2026 | Apr 15, 2026 |
| Heritage Trust Co | History | Reduced | 7,664 | 1,518 | 0.15% | 0.14% | 170 | -29 | -0.38% | Q1 2026 | May 13, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 7,600 | 1,505 | 0.71% | 0.65% | 171 | -132 | -1.71% | Q1 2026 | May 07, 2026 |
| Independent Family Office, LLC | History | No change | 7,450 | 1,476 | 0.61% | 0.58% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 7,267 | 1,439 | 0.0% | 0.0% | 173 | -1,839 | -20.2% | Q1 2026 | May 06, 2026 |
| Joule Financial, LLC | History | Added to | 7,245 | 1,435 | 0.42% | 0.4% | 174 | +2 | 0.03% | Q1 2026 | Apr 14, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 7,220 | 1,430 | 0.85% | 1.08% | 175 | -804 | -10.02% | Q1 2026 | May 05, 2026 |
| BAILARD, INC. | History | Reduced | 7,199 | 1,426 | 0.03% | 0.03% | 176 | -228 | -3.07% | Q1 2026 | May 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 7,127 | 1,412 | 0.24% | 0.21% | 177 | +347 | 5.12% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 7,126 | 1,411 | 0.2% | 0.18% | 178 | +39 | 0.55% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 7,116 | 1,409 | 0.0% | 0.0% | 179 | -1,514 | -17.54% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 6,934 | 1,373 | 0.01% | 0.02% | 180 | -3,120 | -31.03% | Q1 2026 | May 01, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 6,909 | 1,368 | 0.49% | 0.58% | 181 | -234 | -3.28% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | Added to | 6,812 | 1,349 | 0.11% | 0.09% | 182 | +820 | 13.68% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,785 | 1,344 | 0.02% | 0.01% | 183 | +1,617 | 31.29% | Q1 2026 | Apr 23, 2026 |
| City State Bank | History | Added to | 6,771 | 1,341 | 0.35% | 0.33% | 184 | +235 | 3.6% | Q1 2026 | Apr 20, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 6,460 | 1,279 | 0.13% | 0.14% | 185 | -1,000 | -13.4% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,427 | 1,273 | 0.06% | 0.06% | 186 | -737 | -10.29% | Q1 2026 | May 18, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 6,249 | 1,238 | 0.1% | 0.09% | 187 | -182 | -2.83% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 6,146 | 1,217 | 0.0% | 0.0% | 188 | -164 | -2.6% | Q1 2026 | May 14, 2026 |
| Piscataqua Savings Bank | History | No change | 6,061 | 1,200 | 0.84% | 0.79% | 189 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 6,030 | 1,194 | 0.14% | 0.13% | 190 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,000 | 1,188 | 0.01% | 0.01% | 191 | +41 | 0.69% | Q1 2026 | Apr 30, 2026 |
| McMillan Office, Inc. | History | No change | 6,000 | 1,188 | 0.15% | 0.13% | 192 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 5,993 | 1,187 | 1.21% | 1.09% | 193 | +161 | 2.76% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 6,407 | 1,185 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 5,954 | 1,179 | 0.64% | 0.57% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 5,933 | 1,175 | 0.02% | 0.02% | 196 | +722 | 13.86% | Q1 2026 | Apr 17, 2026 |
| North Forty Two & Co. | History | Reduced | 5,925 | 1,173 | 1.08% | 1.05% | 197 | -75 | -1.25% | Q1 2026 | Apr 21, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 5,873 | 1,163 | 0.44% | 0.37% | 198 | +857 | 17.09% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 5,800 | 1,149 | 0.0% | — | 200 | +5,800 | New | Q1 2026 | May 14, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 5,757 | 1,149 | 0.52% | 0.52% | 199 | -359 | -5.87% | Q1 2026 | Apr 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 5,792 | 1,147 | 0.24% | 0.24% | 201 | -108 | -1.83% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,198 | 1,146 | 0.06% | 0.05% | 202 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bonfire Financial | History | Reduced | 5,751 | 1,139 | 0.86% | 0.96% | 203 | -1,212 | -17.41% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,703 | 1,129 | 0.02% | 0.02% | 204 | -37 | -0.64% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,694 | 1,128 | 0.0% | — | 205 | +5,694 | New | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 5,646 | 1,123 | 0.08% | 0.04% | 206 | +2,539 | 81.72% | Q1 2026 | May 01, 2026 |
| Altiora Financial Group, LLC | History | No change | 5,650 | 1,119 | 0.18% | 0.18% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 5,589 | 1,107 | 0.0% | 0.0% | 208 | -298 | -5.06% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 5,584 | 1,106 | 0.05% | 0.05% | 209 | +374 | 7.18% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Reduced | 5,456 | 1,081 | 0.03% | 0.03% | 210 | -367 | -6.3% | Q1 2026 | Apr 06, 2026 |
| Tranquility Partners, LLC | History | Added to | 5,570 | 1,077 | 0.41% | 0.37% | 211 | +21 | 0.38% | Q1 2026 | Apr 20, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 5,431 | 1,076 | 0.53% | 0.53% | 212 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,412 | 1,072 | 0.04% | 0.03% | 213 | +902 | 20.0% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,361 | 1,062 | 0.01% | 0.01% | 214 | -760 | -12.42% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 5,287 | 1,047 | 0.03% | 0.03% | 215 | -560 | -9.58% | Q1 2026 | Apr 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 5,218 | 1,033 | 0.66% | 0.65% | 216 | -24 | -0.46% | Q1 2026 | Apr 10, 2026 |
| NewEdge Wealth, LLC | History | New | 5,194 | 1,029 | 0.01% | — | 217 | +5,194 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,177 | 1,025 | 0.01% | 0.01% | 218 | -234 | -4.32% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 5,127 | 1,015 | 0.06% | 0.05% | 219 | +275 | 5.67% | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 5,105 | 1,011 | 0.35% | 0.46% | 221 | -1,970 | -27.84% | Q1 2026 | Apr 29, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 5,105 | 1,011 | 0.17% | 0.16% | 220 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| American Trust | History | Added to | 5,091 | 1,008 | 0.09% | 0.06% | 222 | +1,317 | 34.9% | Q1 2026 | May 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,086 | 1,007 | 0.05% | 0.05% | 223 | +1 | 0.02% | Q1 2026 | May 07, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 5,073 | 1,005 | 0.74% | 0.59% | 224 | -90 | -1.74% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,031 | 996 | 0.02% | 0.03% | 226 | -3,357 | -40.02% | Q1 2026 | May 01, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 5,028 | 996 | 0.11% | 0.08% | 225 | +697 | 16.09% | Q1 2026 | May 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 5,000 | 990 | 0.51% | 0.39% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Added to | 4,898 | 980 | 0.15% | 0.13% | 228 | +441 | 9.89% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Reduced | 4,912 | 973 | 0.03% | 0.03% | 229 | -74 | -1.48% | Q1 2026 | Apr 22, 2026 |
| Tudor Financial Inc. | History | Added to | 4,905 | 971 | 0.5% | 0.45% | 230 | +197 | 4.18% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,852 | 961 | 0.03% | 0.02% | 231 | -206 | -4.07% | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,832 | 957 | 0.17% | 0.17% | 232 | +25 | 0.52% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,801 | 951 | 0.01% | 0.01% | 233 | +245 | 5.38% | Q1 2026 | Apr 15, 2026 |
| Fort Sheridan Advisors LLC | History | New | 4,719 | 935 | 0.11% | — | 234 | +4,719 | New | Q1 2026 | May 06, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 4,667 | 934 | 0.27% | 0.27% | 235 | +3 | 0.06% | Q1 2026 | Apr 16, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 4,705 | 932 | 0.07% | 0.06% | 236 | +710 | 17.77% | Q1 2026 | Apr 08, 2026 |
| V2 Financial group LLC | History | No change | 4,700 | 931 | 0.43% | 0.43% | 237 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 4,572 | 905 | 0.59% | 0.51% | 238 | +307 | 7.2% | Q1 2026 | Apr 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,567 | 904 | 0.02% | 0.02% | 239 | +120 | 2.7% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,541 | 899 | 0.0% | 0.0% | 240 | -397 | -8.04% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 4,539 | 899 | 0.01% | 0.01% | 241 | +243 | 5.66% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 4,432 | 897 | 0.02% | 0.01% | 242 | -10 | -0.23% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,510 | 893 | 0.01% | 0.01% | 243 | +407 | 9.92% | Q1 2026 | Apr 20, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 4,489 | 889 | 0.18% | 0.17% | 244 | +193 | 4.49% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Added to | 4,424 | 876 | 0.04% | 0.03% | 245 | +316 | 7.69% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,411 | 874 | 0.03% | 0.03% | 246 | -724 | -14.1% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | No change | 4,382 | 868 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,314 | 854 | 0.01% | 0.01% | 248 | -62 | -1.42% | Q1 2026 | May 08, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 4,310 | 853 | 0.11% | 0.1% | 249 | -148 | -3.32% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,269 | 845 | 0.02% | 0.02% | 250 | +71 | 1.69% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,269 | 845 | 0.01% | 0.02% | 251 | -4 | -0.09% | Q1 2026 | May 18, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 4,260 | 844 | 0.04% | 0.03% | 252 | +435 | 11.37% | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 4,254 | 843 | 0.01% | 0.01% | 253 | +395 | 10.24% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 4,223 | 836 | 0.01% | — | 255 | +4,223 | New | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 4,220 | 836 | 0.0% | 0.01% | 254 | -815 | -16.19% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,197 | 831 | 0.02% | 0.02% | 256 | -1,027 | -19.66% | Q1 2026 | May 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 4,174 | 827 | 0.35% | 0.3% | 257 | +341 | 8.9% | Q1 2026 | Apr 20, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 4,108 | 813 | 0.26% | 0.24% | 258 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,093 | 810 | 0.03% | 0.03% | 259 | -60 | -1.44% | Q1 2026 | May 06, 2026 |
| OneAscent Financial Services LLC | History | Added to | 4,076 | 807 | 0.04% | 0.06% | 260 | +478 | 13.29% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,064 | 805 | 0.0% | 0.0% | 261 | -153 | -3.63% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,007 | 803 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 4,052 | 802 | 0.0% | 0.0% | 263 | +204 | 5.3% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 4,032 | 798 | 0.31% | 0.32% | 264 | -524 | -11.5% | Q1 2026 | Apr 07, 2026 |
| River Street Advisors LLC | History | Reduced | 3,998 | 792 | 0.27% | 0.29% | 265 | -181 | -4.33% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 3,982 | 788 | 0.04% | 0.04% | 266 | -4 | -0.1% | Q1 2026 | Apr 30, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 3,970 | 786 | 0.14% | — | 267 | +3,970 | New | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,916 | 776 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Added to | 3,909 | 774 | 0.02% | 0.02% | 269 | +58 | 1.51% | Q1 2026 | Apr 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 3,884 | 769 | 0.01% | 0.01% | 270 | +1,098 | 39.41% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 3,856 | 764 | 0.02% | 0.02% | 271 | -1,525 | -28.34% | Q1 2026 | Apr 29, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 3,817 | 756 | 0.34% | 0.33% | 272 | -107 | -2.73% | Q1 2026 | Apr 24, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 3,815 | 755 | 0.34% | — | 273 | +3,815 | New | Q1 2026 | Apr 23, 2026 |
| Creekside Partners | History | Added to | 3,779 | 748 | 0.31% | 0.3% | 274 | +2 | 0.05% | Q1 2026 | Apr 21, 2026 |
| LOM Asset Management Ltd | History | No change | 3,780 | 748 | 0.22% | 0.2% | 275 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 3,675 | 728 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BOS Asset Management, LLC | History | Reduced | 3,668 | 726 | 0.19% | 0.19% | 277 | -238 | -6.09% | Q1 2026 | Apr 08, 2026 |
| KINTRA WEALTH, LLC | History | New | 3,658 | 724 | 0.05% | — | 278 | +3,658 | New | Q1 2026 | May 15, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 3,633 | 719 | 0.2% | 0.19% | 279 | +14 | 0.39% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,607 | 714 | 0.01% | 0.01% | 280 | -170 | -4.5% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,589 | 711 | 0.0% | 0.0% | 281 | -41 | -1.13% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Reduced | 3,558 | 705 | 0.12% | 0.12% | 282 | -449 | -11.21% | Q1 2026 | Apr 09, 2026 |
| Asset One Wealth Management LLC | History | Added to | 3,575 | 695 | 0.08% | 0.08% | 283 | +246 | 7.39% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,421 | 678 | 0.01% | 0.0% | 284 | +412 | 13.69% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,382 | 670 | 0.0% | 0.0% | 285 | +156 | 4.84% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 3,292 | 652 | 0.03% | 0.03% | 286 | +2 | 0.06% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,269 | 647 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,253 | 644 | 0.0% | 0.0% | 288 | -3,752 | -53.56% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | New | 3,250 | 643 | 0.0% | — | 289 | +3,250 | New | Q1 2026 | May 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 3,238 | 641 | 0.2% | 0.14% | 290 | -300 | -8.48% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,231 | 640 | 0.01% | 0.01% | 291 | -302 | -8.55% | Q1 2026 | May 01, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 3,211 | 636 | 0.24% | 0.21% | 292 | -50 | -1.53% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 3,175 | 634 | 0.01% | 0.01% | 294 | -440 | -12.17% | Q1 2026 | Apr 20, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 3,201 | 634 | 0.1% | 0.1% | 293 | -127 | -3.82% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 3,188 | 631 | 0.02% | 0.02% | 295 | -234 | -6.84% | Q1 2026 | Apr 16, 2026 |
| SHP Wealth Management | History | Reduced | 3,185 | 630 | 0.05% | 0.05% | 296 | -197 | -5.82% | Q1 2026 | May 08, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 3,175 | 629 | 0.11% | 0.11% | 297 | +10 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Northwest Financial Advisors | History | Added to | 3,106 | 615 | 1.19% | 1.18% | 298 | +2 | 0.06% | Q1 2026 | Apr 24, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 3,023 | 607 | 0.25% | 0.26% | 300 | -57 | -1.85% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 3,285 | 607 | 0.18% | 0.18% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,028 | 600 | 0.0% | 0.0% | 301 | -96 | -3.07% | Q1 2026 | May 01, 2026 |
| Evanson Asset Management, LLC | History | No change | 2,982 | 590 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 2,973 | 589 | 0.07% | 0.06% | 303 | +19 | 0.64% | Q1 2026 | Apr 15, 2026 |
| Trek Financial, LLC | History | No change | 2,963 | 587 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,928 | 580 | 0.01% | 0.01% | 305 | -1,754 | -37.46% | Q1 2026 | Apr 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,931 | 580 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 2,927 | 579 | 0.34% | 0.21% | 307 | +1,017 | 53.25% | Q1 2026 | Apr 16, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 2,913 | 577 | 0.33% | 0.3% | 308 | +138 | 4.97% | Q1 2026 | Apr 20, 2026 |
| Caprock Group, LLC | History | Reduced | 2,899 | 574 | 0.01% | 0.01% | 309 | -52 | -1.76% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,878 | 570 | 0.0% | 0.0% | 310 | -1,342 | -31.8% | Q1 2026 | May 14, 2026 |
| Northstar Group, Inc. | History | No change | 2,870 | 568 | 0.08% | 0.07% | 311 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 2,869 | 566 | 0.13% | 0.19% | 312 | -1,456 | -33.66% | Q1 2026 | May 11, 2026 |
| Meridian Financial Partners LLC | History | No change | 2,806 | 561 | 0.21% | 0.21% | 313 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,825 | 559 | 0.0% | 0.0% | 314 | +50 | 1.8% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,770 | 548 | 0.01% | 0.01% | 315 | -182 | -6.17% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,750 | 544 | 0.0% | 0.0% | 316 | +31 | 1.14% | Q1 2026 | May 14, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 2,742 | 543 | 0.1% | 0.08% | 317 | +322 | 13.31% | Q1 2026 | Apr 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,737 | 542 | 0.0% | 0.0% | 318 | -712 | -20.64% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,739 | 542 | 0.01% | 0.01% | 320 | +164 | 6.37% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,738 | 542 | 0.05% | 0.04% | 319 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 2,724 | 539 | 0.06% | 0.05% | 321 | +18 | 0.67% | Q1 2026 | Apr 08, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 2,663 | 538 | 0.15% | 0.13% | 322 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Avior Wealth Management, LLC | History | Added to | 2,701 | 535 | 0.02% | 0.01% | 324 | +651 | 31.76% | Q1 2026 | Apr 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,705 | 535 | 0.01% | 0.01% | 323 | +16 | 0.6% | Q1 2026 | Apr 15, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 2,700 | 534 | 0.5% | 0.58% | 325 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 2,679 | 530 | 0.32% | 0.28% | 327 | +10 | 0.37% | Q1 2026 | May 11, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 2,677 | 530 | 0.19% | 0.17% | 326 | +1 | 0.04% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | No change | 2,662 | 527 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 2,655 | 526 | 0.28% | 0.27% | 329 | -30 | -1.12% | Q1 2026 | May 08, 2026 |
| Silver Coast Investments LLC | History | Added to | 2,646 | 524 | 0.17% | 0.17% | 330 | +10 | 0.38% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,640 | 523 | 0.0% | 0.01% | 331 | -6,658 | -71.61% | Q1 2026 | May 13, 2026 |
| Cross Staff Investments Inc | History | Reduced | 2,641 | 523 | 0.26% | 0.31% | 332 | -425 | -13.86% | Q1 2026 | Apr 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,613 | 517 | 0.02% | 0.02% | 333 | -478 | -15.46% | Q1 2026 | May 11, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 2,608 | 516 | 0.2% | 0.23% | 334 | +25 | 0.97% | Q1 2026 | May 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 2,600 | 515 | 0.06% | 0.06% | 335 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WEALTH EFFECTS LLC | History | No change | 2,604 | 515 | 0.18% | 0.15% | 336 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,599 | 514 | 0.01% | 0.01% | 337 | -1 | -0.04% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 2,584 | 511 | 0.04% | 0.03% | 338 | +303 | 13.28% | Q1 2026 | May 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 2,555 | 506 | 0.19% | 0.14% | 339 | +477 | 22.95% | Q1 2026 | May 08, 2026 |
| Csenge Advisory Group | History | Added to | 2,549 | 505 | 0.02% | 0.02% | 340 | +349 | 15.86% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,504 | 496 | 0.01% | 0.01% | 342 | +285 | 12.84% | Q1 2026 | May 07, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 2,504 | 496 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 2,498 | 494 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 2,485 | 492 | 0.16% | 0.18% | 344 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clarendon Private LLC | History | Added to | 2,479 | 491 | 0.38% | 0.39% | 345 | +16 | 0.65% | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 2,455 | 486 | 0.1% | 0.1% | 346 | -35 | -1.41% | Q1 2026 | May 05, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 2,443 | 484 | 0.1% | 0.14% | 347 | +28 | 1.16% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,422 | 481 | 0.03% | 0.02% | 348 | -377 | -13.47% | Q1 2026 | May 12, 2026 |
| WNY Asset Management, LLC | History | New | 2,421 | 479 | 0.05% | — | 349 | +2,421 | New | Q1 2026 | May 22, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 2,412 | 477 | 0.05% | 0.04% | 350 | +575 | 31.3% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,405 | 476 | 0.01% | 0.01% | 351 | +1,072 | 80.42% | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,387 | 473 | 0.4% | 0.38% | 352 | +16 | 0.67% | Q1 2026 | Apr 22, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 2,375 | 470 | 0.23% | 0.21% | 353 | +100 | 4.4% | Q1 2026 | Apr 27, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 2,344 | 469 | 0.09% | 0.11% | 354 | -862 | -26.89% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,368 | 469 | 0.02% | 0.02% | 355 | +108 | 4.78% | Q1 2026 | Apr 28, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 2,353 | 466 | 0.19% | 0.17% | 356 | -9 | -0.38% | Q1 2026 | Apr 24, 2026 |
| Gotham Asset Management, LLC | History | No change | 2,344 | 464 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Unified Investment Management | History | No change | 2,338 | 463 | 0.47% | 0.43% | 358 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,327 | 461 | 0.01% | 0.01% | 359 | +1 | 0.04% | Q1 2026 | May 01, 2026 |
| SNS Financial Group, LLC | History | Added to | 2,325 | 460 | 0.04% | 0.04% | 360 | +75 | 3.33% | Q1 2026 | Apr 14, 2026 |
| Everstar Asset Management, LLC | History | No change | 2,300 | 455 | 0.24% | 0.23% | 361 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 2,281 | 452 | 0.28% | 0.26% | 362 | -64 | -2.73% | Q1 2026 | Apr 23, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,279 | 451 | 0.26% | — | 363 | +2,279 | New | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 2,268 | 449 | 0.0% | 0.0% | 364 | +974 | 75.27% | Q1 2026 | May 04, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 2,246 | 445 | 0.05% | 0.05% | 365 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Grant Private Wealth Management Inc | History | New | 2,202 | 436 | 0.23% | — | 366 | +2,202 | New | Q1 2026 | Apr 14, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 2,189 | 433 | 0.06% | 0.05% | 367 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 2,141 | 424 | 0.27% | 0.3% | 368 | -257 | -10.72% | Q1 2026 | May 11, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 2,131 | 422 | 0.16% | 0.15% | 369 | +3 | 0.14% | Q1 2026 | Apr 29, 2026 |
| Continuum Advisory, LLC | History | No change | 2,112 | 418 | 0.04% | 0.04% | 370 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 2,102 | 416 | 0.22% | 0.17% | 371 | +457 | 27.78% | Q1 2026 | May 01, 2026 |
| Caitlin John, LLC | History | Added to | 2,079 | 412 | 0.25% | 0.25% | 373 | +3 | 0.14% | Q1 2026 | May 13, 2026 |
| Simmons Bank | History | No change | 2,080 | 412 | 0.03% | 0.03% | 372 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,078 | 411 | 0.01% | 0.01% | 374 | +110 | 5.59% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,203 | 407 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fulcrum Capital LLC | History | No change | 2,050 | 406 | 0.09% | 0.08% | 376 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| One Capital Management, LLC | History | No change | 2,047 | 405 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 2,038 | 403 | 0.01% | 0.01% | 378 | +139 | 7.32% | Q1 2026 | May 14, 2026 |
| MontVue Capital Management, Inc. | History | No change | 2,017 | 399 | 0.27% | 0.25% | 379 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,004 | 397 | 0.01% | 0.01% | 380 | +55 | 2.82% | Q1 2026 | Apr 08, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 1,981 | 392 | 0.03% | 0.03% | 381 | -16 | -0.8% | Q1 2026 | Apr 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 1,948 | 386 | 0.11% | 0.11% | 382 | +7 | 0.36% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,947 | 385 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 1,940 | 384 | 0.3% | 0.34% | 384 | -172 | -8.14% | Q1 2026 | Apr 30, 2026 |
| MLP3, LLC | History | No change | 1,940 | 384 | 0.42% | 0.39% | 385 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 1,925 | 381 | 0.04% | 0.04% | 386 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,911 | 377 | 0.01% | 0.02% | 387 | +53 | 2.85% | Q1 2026 | May 01, 2026 |
| Ballentine Partners, LLC | History | No change | 1,898 | 376 | 0.01% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,886 | 373 | 0.0% | 0.0% | 389 | +2 | 0.11% | Q1 2026 | May 06, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,838 | 364 | 0.05% | 0.05% | 390 | +10 | 0.55% | Q1 2026 | Apr 09, 2026 |
| Junk Investment Group, LLC | History | New | 1,818 | 360 | 0.19% | — | 391 | +1,818 | New | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,810 | 358 | 0.01% | 0.0% | 392 | +129 | 7.67% | Q1 2026 | Apr 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 1,785 | 353 | 0.05% | 0.05% | 394 | +76 | 4.45% | Q1 2026 | Apr 24, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 1,784 | 353 | 0.03% | 0.02% | 393 | +75 | 4.39% | Q1 2026 | May 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 1,770 | 350 | 0.1% | — | 395 | +1,770 | New | Q1 2026 | Apr 09, 2026 |
| MYECFO, LLC | History | No change | 1,766 | 349 | 0.15% | 0.14% | 396 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Vawter Financial, Ltd. | History | No change | 1,750 | 346 | 0.15% | 0.14% | 397 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | Reduced | 1,738 | 344 | 0.23% | 0.28% | 398 | -428 | -19.76% | Q1 2026 | May 06, 2026 |
| Idaho Trust Co | History | Added to | 1,728 | 342 | 0.11% | 0.1% | 399 | +60 | 3.6% | Q1 2026 | May 08, 2026 |
| Tyche Wealth Partners LLC | History | No change | 1,725 | 341 | 0.05% | 0.05% | 400 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 1,702 | 337 | 0.51% | 0.51% | 401 | -158 | -8.49% | Q1 2026 | Apr 30, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 1,700 | 336 | 0.02% | 0.02% | 402 | -1,000 | -37.04% | Q1 2026 | Apr 29, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,700 | 336 | 0.15% | 0.14% | 403 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| United Financial Planning Group LLC | History | No change | 1,691 | 335 | 0.2% | 0.19% | 404 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Freedom, LLC | History | No change | 1,689 | 334 | 0.17% | 0.15% | 405 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Private Trust Co. | History | No change | 1,684 | 333 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Kellett Wealth Advisors, LLC | History | No change | 1,682 | 333 | 0.18% | 0.18% | 407 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,678 | 332 | 0.0% | 0.06% | 410 | -84,312 | -98.05% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,679 | 332 | 0.05% | 0.06% | 409 | +45 | 2.75% | Q1 2026 | May 06, 2026 |
| Black Diamond Financial, LLC | History | No change | 1,679 | 332 | 0.04% | 0.03% | 408 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 1,668 | 330 | 0.08% | 0.08% | 413 | +87 | 5.5% | Q1 2026 | Apr 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 1,668 | 330 | 0.01% | 0.01% | 411 | -69 | -3.97% | Q1 2026 | May 12, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 1,669 | 330 | 0.13% | 0.12% | 412 | -3 | -0.18% | Q1 2026 | May 08, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 1,661 | 329 | 0.11% | 0.1% | 414 | +5 | 0.3% | Q1 2026 | Apr 21, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 1,658 | 328 | 0.18% | 0.18% | 415 | -50 | -2.93% | Q1 2026 | Apr 16, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 1,651 | 327 | 0.06% | 0.05% | 416 | +21 | 1.29% | Q1 2026 | May 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,647 | 326 | 0.02% | 0.01% | 417 | -5 | -0.3% | Q1 2026 | Apr 29, 2026 |
| CVA Family Office, LLC | History | No change | 1,645 | 325 | 0.03% | 0.03% | 418 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wedmont Private Capital | History | Added to | 1,604 | 324 | 0.01% | 0.01% | 419 | +405 | 33.78% | Q1 2026 | Apr 09, 2026 |
| Dorato Capital Management | History | No change | 1,595 | 322 | 0.24% | 0.22% | 420 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 1,622 | 321 | 0.07% | 1.15% | 421 | -24,947 | -93.9% | Q1 2026 | Apr 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 1,615 | 320 | 0.04% | — | 422 | +1,615 | New | Q1 2026 | May 05, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 1,607 | 318 | 0.17% | 0.17% | 423 | -47 | -2.84% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,715 | 317 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Solidarity Wealth, LLC | History | No change | 1,603 | 317 | 0.06% | 0.06% | 425 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,698 | 314 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 1,568 | 310 | 0.19% | — | 427 | +1,568 | New | Q1 2026 | Apr 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 1,553 | 308 | 0.07% | 0.06% | 428 | +173 | 12.54% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | New | 1,553 | 307 | 0.05% | — | 430 | +1,553 | New | Q1 2026 | May 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 1,552 | 307 | 0.01% | 0.01% | 429 | -427 | -21.58% | Q1 2026 | Apr 27, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 1,545 | 306 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | No change | 1,545 | 306 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 1,542 | 305 | 0.02% | 0.02% | 433 | -8 | -0.52% | Q1 2026 | May 07, 2026 |
| Vivaldi Capital Management LP | History | Added to | 1,530 | 303 | 0.04% | 0.03% | 435 | +178 | 13.17% | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 1,531 | 303 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 1,528 | 302 | 0.01% | 0.02% | 436 | -343 | -18.33% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,520 | 301 | 0.0% | 0.0% | 437 | +1,014 | 200.4% | Q1 2026 | Apr 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,516 | 300 | 0.0% | — | 439 | +1,516 | New | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 1,518 | 300 | 0.02% | 0.01% | 438 | +122 | 8.74% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,509 | 298 | 0.0% | 0.0% | 440 | -570 | -27.42% | Q1 2026 | May 13, 2026 |
| Colonial River Investments, LLC | History | Reduced | 1,507 | 298 | 0.11% | 0.1% | 441 | -86 | -5.4% | Q1 2026 | Apr 27, 2026 |
| Miller Financial Services LLC | History | No change | 1,500 | 297 | 0.33% | 0.32% | 442 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,495 | 296 | 0.0% | 0.01% | 444 | -3,536 | -70.28% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 1,498 | 296 | 0.03% | 0.03% | 443 | -39 | -2.54% | Q1 2026 | Apr 15, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 1,475 | 292 | 0.2% | 0.19% | 446 | +12 | 0.82% | Q1 2026 | Apr 14, 2026 |
| PDS Planning, Inc | History | Added to | 1,474 | 292 | 0.02% | 0.02% | 445 | +6 | 0.41% | Q1 2026 | Apr 21, 2026 |
| Transce3nd, LLC | History | Added to | 1,468 | 290 | 2.57% | — | 447 | +1,466 | 73300.0% | Q1 2026 | May 07, 2026 |
| MKT Advisors LLC | History | Added to | 1,448 | 289 | 0.1% | 0.09% | 448 | +5 | 0.35% | Q1 2026 | Apr 10, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 1,452 | 287 | 0.17% | 0.16% | 449 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| RBA Wealth Management, LLC | History | Added to | 1,445 | 286 | 0.1% | 0.09% | 450 | +45 | 3.21% | Q1 2026 | Apr 22, 2026 |
| Diversified Enterprises, LLC | History | Added to | 1,447 | 286 | 0.02% | 0.02% | 451 | +1 | 0.07% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 1,442 | 285 | 0.0% | 0.0% | 452 | +1 | 0.07% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | New | 1,436 | 284 | 0.0% | — | 453 | +1,436 | New | Q1 2026 | Apr 08, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 1,433 | 283 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 1,420 | 281 | 0.26% | 0.23% | 455 | -26 | -1.8% | Q1 2026 | Apr 29, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 1,408 | 279 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Jacobs Equity LLC | History | Added to | 1,406 | 278 | 0.25% | 0.24% | 457 | +73 | 5.48% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,396 | 276 | 0.0% | 0.0% | 458 | -57 | -3.92% | Q1 2026 | Apr 22, 2026 |
| Freestone Capital Holdings, LLC | History | New | 1,388 | 275 | 0.01% | — | 459 | +1,388 | New | Q1 2026 | May 13, 2026 |
| Ranch Capital Advisors Inc. | History | New | 1,383 | 274 | 0.1% | — | 460 | +1,383 | New | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 1,370 | 271 | 0.01% | 0.01% | 461 | -102 | -6.93% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 1,366 | 270 | 0.02% | 0.01% | 462 | +5 | 0.37% | Q1 2026 | May 12, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 1,352 | 267 | 0.06% | 0.05% | 463 | -25 | -1.82% | Q1 2026 | May 08, 2026 |
| JMG Financial Group, Ltd. | History | No change | 1,342 | 265 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Keebeck Wealth Management | History | No change | 1,330 | 263 | 0.03% | 0.03% | 465 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Silver Oak Advisory Group, Inc. | History | New | 1,325 | 262 | 0.11% | — | 466 | +1,325 | New | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 1,302 | 258 | 0.01% | 0.01% | 467 | +6 | 0.46% | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | No change | 1,307 | 258 | 0.06% | 0.06% | 468 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | New | 1,300 | 257 | 0.12% | — | 469 | +1,300 | New | Q1 2026 | Apr 24, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 1,293 | 256 | 0.26% | 1.11% | 471 | -5,065 | -79.66% | Q1 2026 | May 13, 2026 |
| Powers Advisory Group, LLC | History | Added to | 1,292 | 256 | 0.09% | 0.09% | 470 | +7 | 0.54% | Q1 2026 | Apr 21, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 1,274 | 252 | 0.16% | — | 475 | +1,274 | New | Q1 2026 | Apr 23, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 1,275 | 252 | 0.02% | 0.02% | 473 | -100 | -7.27% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,272 | 252 | 0.0% | 0.0% | 472 | +60 | 4.95% | Q1 2026 | May 13, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 1,275 | 252 | 0.02% | 0.02% | 474 | +21 | 1.67% | Q1 2026 | May 01, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 1,271 | 251 | 0.16% | 0.16% | 477 | -69 | -5.15% | Q1 2026 | Apr 21, 2026 |
| Invst, LLC | History | Added to | 1,267 | 251 | 0.03% | 0.03% | 476 | +1 | 0.08% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 1,259 | 249 | 0.0% | 0.0% | 479 | +340 | 37.0% | Q1 2026 | Apr 20, 2026 |
| First PREMIER Bank | History | No change | 1,255 | 249 | 0.06% | 0.05% | 478 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 1,251 | 247 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Poehling Capital Management, INC. | History | No change | 1,250 | 247 | 0.05% | 0.05% | 481 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,325 | 245 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 1,227 | 243 | 0.06% | 0.06% | 484 | -104 | -7.81% | Q1 2026 | May 07, 2026 |
| Heritage Financial Services, LLC | History | No change | 1,314 | 243 | 0.02% | 0.02% | 483 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,226 | 242 | 0.09% | 0.09% | 485 | +3 | 0.25% | Q1 2026 | Apr 17, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 1,221 | 241 | 0.08% | 0.07% | 486 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,210 | 239 | 0.05% | 0.05% | 487 | -6 | -0.49% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,281 | 237 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 1,190 | 235 | 0.0% | 0.01% | 490 | -1,820 | -60.47% | Q1 2026 | Apr 15, 2026 |
| One Day In July LLC | History | No change | 1,190 | 235 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,181 | 234 | 0.08% | 0.06% | 491 | +55 | 4.88% | Q1 2026 | May 15, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 1,179 | 233 | 0.1% | 0.09% | 492 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CWA Asset Management Group, LLC | History | No change | 1,173 | 232 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 1,170 | 231 | 0.11% | 0.1% | 494 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advantage Trust Co | History | No change | 1,169 | 231 | 0.1% | 0.1% | 495 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RCW Management, LLC | History | Reduced | 1,162 | 230 | 0.24% | 0.23% | 496 | -64 | -5.22% | Q1 2026 | Apr 15, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 1,157 | 229 | 0.06% | 0.05% | 499 | +7 | 0.61% | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,157 | 229 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vise Technologies, Inc. | History | No change | 1,241 | 229 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roble, Belko & Company, Inc | History | New | 1,150 | 228 | 0.03% | — | 501 | +1,150 | New | Q1 2026 | Apr 16, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 1,154 | 228 | 0.14% | 0.13% | 500 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Carrera Capital Advisors | History | Added to | 1,146 | 227 | 0.03% | 0.04% | 503 | +5 | 0.44% | Q1 2026 | May 04, 2026 |
| Howard Capital Management Inc. | History | No change | 1,149 | 227 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BCS Wealth Management | History | Reduced | 1,145 | 226 | 0.05% | 0.04% | 504 | -1,145 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Guardian Capital, LLC | History | Reduced | 1,143 | 226 | 0.22% | 0.28% | 505 | -580 | -33.66% | Q1 2026 | May 11, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 1,136 | 225 | 0.13% | 0.12% | 507 | -151 | -11.73% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 1,136 | 225 | 0.04% | 0.04% | 506 | +6 | 0.53% | Q1 2026 | Apr 30, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 1,135 | 224 | 0.04% | 0.04% | 508 | +7 | 0.62% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,114 | 220 | 0.01% | 0.01% | 509 | +7 | 0.63% | Q1 2026 | Apr 23, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 1,110 | 219 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 1,098 | 217 | 0.23% | 0.23% | 511 | -179 | -14.02% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,089 | 216 | 0.01% | 0.01% | 512 | +1 | 0.09% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,081 | 214 | 0.0% | 0.01% | 513 | -75,570 | -98.59% | Q1 2026 | May 12, 2026 |
| EVOKE WEALTH, LLC | History | No change | 1,081 | 214 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bolthouse Investments, LLC | History | New | 1,077 | 213 | 0.19% | — | 515 | +1,077 | New | Q1 2026 | Apr 28, 2026 |
| Massachusetts Wealth Management | History | New | 1,075 | 213 | 0.09% | — | 516 | +1,075 | New | Q1 2026 | Apr 15, 2026 |
| Family Investment Center, Inc. | History | New | 1,072 | 212 | 0.04% | — | 517 | +1,072 | New | Q1 2026 | Apr 24, 2026 |
| ARRIEN INVESTMENTS, INC. | History | New | 1,065 | 211 | 0.11% | — | 518 | +1,065 | New | Q1 2026 | Apr 27, 2026 |
| Chicago Wealth Management, Inc. | History | New | 1,060 | 209 | 0.08% | — | 520 | +1,060 | New | Q1 2026 | May 11, 2026 |
| Goelzer Investment Management, Inc. | History | New | 1,057 | 209 | 0.01% | — | 519 | +1,057 | New | Q1 2026 | Apr 09, 2026 |
| Plancorp, LLC | History | New | 1,035 | 209 | 0.01% | — | 521 | +1,035 | New | Q1 2026 | Apr 14, 2026 |
| Leo Wealth, LLC | History | New | 1,050 | 208 | 0.02% | — | 522 | +1,050 | New | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | New | 1,032 | 204 | 0.0% | — | 523 | +1,032 | New | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | New | 1,027 | 203 | 0.01% | — | 525 | +1,027 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 1,027 | 203 | 0.03% | — | 526 | +1,027 | New | Q1 2026 | Apr 28, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 1,026 | 203 | 0.04% | 0.05% | 524 | -435 | -29.77% | Q1 2026 | May 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 1,021 | 202 | 0.01% | — | 528 | +1,021 | New | Q1 2026 | May 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 1,022 | 202 | 0.01% | 0.01% | 527 | -125 | -10.9% | Q1 2026 | May 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 1,015 | 201 | 0.05% | — | 529 | +1,015 | New | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO | History | No change | 1,000 | 199 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,005 | 199 | 0.06% | 0.06% | 531 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Quaker Wealth Management, LLC | History | New | 1,000 | 198 | 0.06% | — | 533 | +1,000 | New | Q1 2026 | Apr 10, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,001 | 198 | 0.06% | 0.06% | 532 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Citizens National Bank Trust Department | History | Added to | 997 | 197 | 0.03% | 0.0% | 534 | +845 | 555.92% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 956 | 189 | 0.0% | 0.0% | 535 | -3,682 | -79.39% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 941 | 187 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Coston, McIsaac & Partners | History | Added to | 936 | 185 | 0.04% | 0.04% | 537 | +3 | 0.32% | Q1 2026 | Apr 22, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 927 | 183 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pacific Center for Financial Services | History | No change | 918 | 181 | 0.05% | 0.04% | 539 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 902 | 178 | 0.11% | 0.1% | 540 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 892 | 176 | 0.02% | 0.01% | 541 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 856 | 169 | 0.0% | — | 542 | +856 | New | Q1 2026 | Apr 13, 2026 |
| Financial Perspectives, Inc | History | No change | 828 | 164 | 0.05% | 0.04% | 543 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 783 | 155 | 0.02% | 0.01% | 544 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | Added to | 766 | 151 | 0.08% | 0.08% | 545 | +2 | 0.26% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 759 | 150 | 0.0% | 0.0% | 546 | +306 | 67.55% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 750 | 148 | 0.0% | 0.0% | 547 | +275 | 57.89% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 735 | 145 | 0.03% | 0.02% | 548 | +118 | 19.12% | Q1 2026 | May 13, 2026 |
| Avalon Trust Co | History | Reduced | 700 | 138 | 0.01% | 0.02% | 551 | -757 | -51.96% | Q1 2026 | May 06, 2026 |
| Progressive Investment Management Corp | History | No change | 700 | 138 | 0.04% | 0.03% | 549 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 700 | 138 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Robbins Farley | History | Added to | 662 | 131 | 0.06% | 0.04% | 552 | +136 | 25.86% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 636 | 117 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 576 | 114 | 0.0% | 0.0% | 554 | +363 | 170.42% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 568 | 112 | 0.07% | 0.07% | 555 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 550 | 108 | 0.03% | 0.03% | 556 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 529 | 104 | 0.05% | 0.03% | 557 | +1 | 0.19% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 520 | 103 | 0.0% | 0.0% | 559 | +244 | 88.41% | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 523 | 103 | 0.01% | 0.01% | 558 | +4 | 0.77% | Q1 2026 | Apr 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 99 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 475 | 94 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 460 | 91 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 457 | 90 | 0.01% | 0.02% | 563 | -1,110 | -70.84% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 443 | 87 | 0.05% | 0.02% | 564 | +199 | 81.56% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 436 | 86 | 0.0% | — | 565 | +436 | New | Q1 2026 | May 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 425 | 84 | 0.03% | 0.02% | 566 | +130 | 44.07% | Q1 2026 | May 07, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 428 | 84 | 0.03% | 0.03% | 567 | +3 | 0.71% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | No change | 419 | 83 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Co / SC | History | No change | 420 | 83 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 420 | 83 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 413 | 81 | 0.03% | 0.02% | 571 | +3 | 0.73% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 406 | 80 | 0.01% | 0.01% | 572 | -125 | -23.54% | Q1 2026 | May 12, 2026 |
| Paladin Advisory Group, LLC | History | No change | 395 | 78 | 0.06% | 0.05% | 573 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CITY HOLDING CO | History | Reduced | 385 | 76 | 0.01% | 0.01% | 574 | -10 | -2.53% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | No change | 375 | 74 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 371 | 73 | 0.03% | 0.03% | 576 | -14 | -3.64% | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 359 | 71 | 0.0% | 0.0% | 577 | +2 | 0.56% | Q1 2026 | May 12, 2026 |
| True Wealth Design, LLC | History | No change | 348 | 68 | 0.02% | 0.02% | 578 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Vision Retirement, LLC | History | No change | 345 | 68 | 0.02% | 0.02% | 579 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 335 | 66 | 0.0% | 0.0% | 580 | +1 | 0.3% | Q1 2026 | Apr 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 338 | 66 | 0.01% | 0.01% | 581 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 326 | 64 | 0.0% | — | 584 | +326 | New | Q1 2026 | Apr 29, 2026 |
| BOKF, NA | History | No change | 327 | 64 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 325 | 64 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HOWE & RUSLING INC | History | No change | 310 | 61 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Davis Capital Management | History | No change | 304 | 60 | 0.04% | 0.04% | 586 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 300 | 59 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 295 | 58 | 0.0% | — | 588 | +295 | New | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 291 | 57 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ascentis Independent Advisors | History | New | 275 | 54 | 0.0% | — | 591 | +275 | New | Q1 2026 | Apr 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 273 | 54 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Blume Capital Management, Inc. | History | No change | 255 | 50 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 275 | 50 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 248 | 49 | 0.01% | 0.01% | 594 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 250 | 49 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 245 | 49 | 0.04% | 0.04% | 596 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Main Street Group, LTD | History | New | 245 | 48 | 0.01% | — | 599 | +245 | New | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 243 | 48 | 0.02% | 0.03% | 598 | -189 | -43.75% | Q1 2026 | Apr 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 244 | 48 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 236 | 47 | 0.0% | 0.0% | 600 | -32 | -11.94% | Q1 2026 | May 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 231 | 46 | 0.06% | 0.13% | 602 | -261 | -53.05% | Q1 2026 | Apr 29, 2026 |
| Tower View Wealth Management LLC | History | Added to | 232 | 46 | 0.02% | 0.01% | 601 | +151 | 186.42% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 227 | 44 | 0.0% | 0.0% | 603 | +84 | 58.74% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 204 | 40 | 0.0% | 0.0% | 604 | +19 | 10.27% | Q1 2026 | Apr 28, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 200 | 39 | 0.01% | 0.02% | 605 | -75 | -27.27% | Q1 2026 | May 04, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 201 | 39 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Imprint Wealth LLC | History | No change | 198 | 39 | 0.18% | 0.17% | 607 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | No change | 190 | 37 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 175 | 34 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 175 | 34 | 0.02% | 0.01% | 610 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 170 | 33 | 0.01% | 0.02% | 611 | -171 | -50.15% | Q1 2026 | Apr 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 167 | 33 | 0.0% | 0.01% | 612 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 167 | 33 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hara Capital LLC | History | New | 165 | 32 | 0.02% | — | 615 | +165 | New | Q1 2026 | May 14, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | New | 162 | 32 | 0.01% | — | 614 | +162 | New | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 158 | 31 | 0.03% | 0.03% | 616 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | Added to | 152 | 30 | 0.01% | 0.0% | 618 | +46 | 43.4% | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 163 | 30 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Leo H. Evart, Inc. | History | New | 147 | 29 | 0.02% | — | 619 | +147 | New | Q1 2026 | May 13, 2026 |
| Minot DeBlois Advisors LLC | History | New | 136 | 26 | 0.02% | — | 621 | +136 | New | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Added to | 134 | 26 | 0.0% | 0.0% | 620 | +62 | 86.11% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 123 | 24 | 0.0% | 0.0% | 624 | -2 | -1.6% | Q1 2026 | Apr 10, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 122 | 24 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 124 | 24 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 121 | 23 | 0.0% | 0.0% | 625 | +65 | 116.07% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 114 | 22 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | No change | 106 | 21 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | Added to | 103 | 20 | 0.0% | 0.01% | 628 | +1 | 0.98% | Q1 2026 | May 11, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 100 | 19 | 0.0% | — | 633 | +100 | New | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | No change | 100 | 19 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DAGCO, INC. | History | No change | 100 | 19 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Crews Bank & Trust | History | No change | 100 | 19 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 19 | 0.01% | 0.01% | 632 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 90 | 17 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bank of New Hampshire | History | No change | 90 | 17 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 89 | 17 | 0.01% | 0.01% | 636 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vanguard National Trust Co | History | New | 76 | 15 | 0.0% | — | 637 | +76 | New | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 75 | 14 | 0.0% | 0.0% | 638 | -129 | -63.24% | Q1 2026 | Apr 27, 2026 |
| Addison Advisors LLC | History | No change | 75 | 14 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Magnolia Wealth Management, LLC | History | New | 70 | 13 | 0.01% | — | 641 | +70 | New | Q1 2026 | May 06, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 68 | 13 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 63 | 12 | 0.0% | 0.0% | 642 | +49 | 350.0% | Q1 2026 | May 01, 2026 |
| NorthAvenue LLC | History | Reduced | 65 | 12 | 0.01% | 0.01% | 647 | -4 | -5.8% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 63 | 12 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 69 | 12 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Community Bank, N.A. | History | No change | 65 | 12 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NFSG Corp | History | No change | 64 | 12 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 55 | 10 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 50 | 9 | 0.0% | — | 651 | +50 | New | Q1 2026 | Apr 13, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | New | 50 | 9 | 0.0% | — | 652 | +50 | New | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 47 | 9 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| New Millennium Group LLC | History | No change | 43 | 8 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 38 | 7 | 0.0% | — | 655 | +38 | New | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 36 | 7 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gould Capital, LLC | History | Added to | 32 | 6 | 0.0% | 0.0% | 656 | +1 | 3.23% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | New | 26 | 5 | 0.0% | — | 661 | +26 | New | Q1 2026 | May 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 30 | 5 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 27 | 5 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 30 | 5 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gen-Wealth Partners Inc | History | No change | 29 | 5 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 22 | 4 | 0.0% | 0.0% | 662 | +1 | 4.76% | Q1 2026 | May 06, 2026 |
| Dogwood Wealth Management LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 20 | 3 | 0.0% | — | 667 | +20 | New | Q1 2026 | Apr 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 17 | 3 | 0.0% | — | 666 | +17 | New | Q1 2026 | Apr 13, 2026 |
| Integrity Financial Corp /WA | History | Added to | 20 | 3 | 0.0% | 0.0% | 665 | +7 | 53.85% | Q1 2026 | May 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 18 | 3 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Operose Advisors LLC | History | New | 10 | 2 | 0.0% | — | 671 | +10 | New | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 15 | 2 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | No change | 11 | 2 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 12 | 2 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 7 | 1 | 0.0% | 0.0% | 675 | -481 | -98.57% | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | New | 10 | 1 | 0.0% | — | 678 | +10 | New | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 8 | 1 | 0.0% | — | 677 | +8 | New | Q1 2026 | May 05, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 672 | -6 | -37.5% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | Added to | 7 | 1 | 0.0% | 0.0% | 673 | +1 | 16.67% | Q1 2026 | May 14, 2026 |
| Byrne Asset Management LLC | History | No change | 5 | 1 | 0.0% | — | 674 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Strive Financial Group ,LLC | History | No change | 4 | 1 | 0.0% | — | 676 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -40,943 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -32,345 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -27,621 | -100.0% | Q1 2026 | May 12, 2026 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 2.38% | — | -20,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,531 | -100.0% | Q1 2026 | May 15, 2026 |
| Intrinsic Edge Capital Management LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -10,000 | -100.0% | Q1 2026 | May 18, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,497 | -100.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,792 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,486 | -100.0% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,386 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 4 | 0 | — | 0.0% | — | -4,878 | -99.92% | Q1 2026 | May 12, 2026 |
| Stillwater Wealth Management Group | History | Closed out | 0 | 0 | — | 0.54% | — | -4,326 | -100.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -4,029 | -100.0% | Q1 2026 | May 15, 2026 |
| Axiom Financial Strategies, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -3,337 | -100.0% | Q1 2026 | Apr 21, 2026 |
| First American Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -2,950 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -2,442 | -100.0% | Q1 2026 | May 05, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,399 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,094 | -100.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,081 | -100.0% | Q1 2026 | Apr 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -1,986 | -100.0% | Q1 2026 | Apr 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,717 | -100.0% | Q1 2026 | May 21, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,450 | -100.0% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -1,390 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Spectrum Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -1,228 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Optimist Retirement Group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,153 | -100.0% | Q1 2026 | May 11, 2026 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,119 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,107 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,087 | -100.0% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -777 | -100.0% | Q1 2026 | May 07, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -554 | -100.0% | Q1 2026 | May 04, 2026 |
| Colony Family Offices, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -440 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -400 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -392 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -258 | -100.0% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -153 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -144 | -100.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -138 | -97.18% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -121 | -100.0% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | Apr 17, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -81 | -100.0% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 06, 2026 |
| Olistico Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 01, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 08, 2026 |
| Anfield Capital Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |