VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VSS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 4,998,653 | 728,753 | 1.89% | 1.91% | 1 | +54,473 | 1.1% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,718,482 | 386,574 | 0.19% | 0.07% | 2 | +1,917,106 | 239.23% | Q1 2026 | May 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 1,905,214 | 277,761 | 12.83% | 13.18% | 3 | -32,484 | -1.68% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 1,815,974 | 264,751 | 0.37% | 0.38% | 4 | -60,426 | -3.22% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,698,248 | 247,587 | 0.39% | 0.37% | 5 | +20,644 | 1.23% | Q1 2026 | May 06, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,512,875 | 220,562 | 0.85% | 0.78% | 6 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 1,467,778 | 213,987 | 0.2% | 0.16% | 7 | -1,718 | -0.12% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,099,303 | 160,267 | 0.02% | 0.03% | 8 | -81,821 | -6.93% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 813,491 | 118,598 | 0.02% | 0.0% | 9 | +803,660 | 8174.75% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 765,596 | 111,616 | 0.01% | 0.01% | 10 | +111,425 | 17.03% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 742,771 | 108,288 | 0.22% | 0.21% | 11 | +21,418 | 2.97% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 735,168 | 107,180 | 0.07% | 0.07% | 12 | +44,746 | 6.48% | Q1 2026 | May 12, 2026 |
| WIT, LLC | History | No change | 658,548 | 96,009 | 1.81% | 1.89% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 619,635 | 90,336 | 0.06% | 0.05% | 14 | +68,934 | 12.52% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 521,955 | 76,095 | 0.01% | 0.01% | 15 | +18,987 | 3.77% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 475,989 | 69,394 | 0.02% | 0.02% | 16 | -26,173 | -5.21% | Q1 2026 | May 06, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 458,577 | 66,855 | 0.41% | 0.39% | 17 | +16,589 | 3.75% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 405,256 | 59,082 | 0.01% | 0.01% | 18 | +45,245 | 12.57% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 349,644 | 50,974 | 0.2% | 0.18% | 19 | +21,364 | 6.51% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 334,623 | 48,784 | 0.01% | 0.01% | 20 | +7,869 | 2.41% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 319,984 | 46,650 | 0.0% | 0.0% | 21 | +26,750 | 9.12% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 313,974 | 45,774 | 0.02% | 0.02% | 22 | -33,278 | -9.58% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 287,330 | 41,895 | 1.15% | 1.22% | 23 | -24,802 | -7.95% | Q1 2026 | May 14, 2026 |
| Efficient Advisors, LLC | History | Reduced | 287,104 | 41,856 | 2.97% | 2.94% | 24 | -64,121 | -18.26% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 274,375 | 39,975 | 0.06% | 0.05% | 25 | -3,139 | -1.13% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 272,361 | 39,707 | 0.0% | 0.0% | 26 | -113,128 | -29.35% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 253,689 | 36,985 | 0.05% | 0.05% | 27 | -21,753 | -7.9% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 253,524 | 36,961 | 0.05% | 0.07% | 28 | -76,822 | -23.26% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 221,200 | 32,249 | 0.03% | 0.03% | 29 | -553 | -0.25% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 218,510 | 31,856 | 0.02% | 0.02% | 30 | -4,971 | -2.22% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 208,276 | 30,364 | 0.03% | 0.03% | 31 | -13,821 | -6.22% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 206,351 | 30,083 | 0.52% | 0.54% | 32 | -4,966 | -2.35% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 206,124 | 30,050 | 0.04% | 0.04% | 33 | +9,451 | 4.81% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 180,872 | 27,767 | 0.9% | 0.95% | 34 | -5,961 | -3.19% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 186,312 | 27,162 | 0.03% | 0.03% | 35 | +9,020 | 5.09% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Reduced | 167,852 | 26,896 | 0.4% | 0.48% | 36 | -893 | -0.53% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 181,224 | 26,420 | 0.0% | 0.01% | 37 | -116,390 | -39.11% | Q1 2026 | May 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 179,696 | 26,197 | 2.1% | 2.02% | 38 | -887 | -0.49% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 178,921 | 26,085 | 0.0% | 0.0% | 39 | +25,986 | 16.99% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 175,578 | 25,597 | 0.12% | 0.17% | 40 | -34,173 | -16.29% | Q1 2026 | May 04, 2026 |
| Vontobel Holding Ltd. | History | No change | 160,000 | 23,326 | 0.08% | 0.07% | 41 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 158,674 | 23,132 | 0.01% | 0.01% | 42 | +17,686 | 12.54% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 144,798 | 21,110 | 0.0% | 0.0% | 43 | +2,627 | 1.85% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 144,563 | 21,075 | 0.01% | 0.0% | 44 | +141,824 | 5177.95% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 136,332 | 19,875 | 0.2% | 0.2% | 45 | +681 | 0.5% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 137,691 | 19,477 | 0.0% | 0.0% | 46 | +15,125 | 12.34% | Q1 2026 | May 13, 2026 |
| Portland Global Advisors LLC | History | Added to | 123,899 | 18,063 | 1.93% | 1.88% | 47 | +1,493 | 1.22% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 119,598 | 17,436 | 0.19% | 0.15% | 48 | +21,756 | 22.24% | Q1 2026 | May 13, 2026 |
| MilWealth Group LLC | History | Reduced | 117,741 | 17,165 | 4.09% | 4.03% | 49 | -274 | -0.23% | Q1 2026 | May 01, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 116,383 | 16,966 | 0.01% | 0.02% | 50 | -92,805 | -44.36% | Q1 2026 | May 15, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 109,193 | 15,919 | 1.83% | 2.71% | 51 | -74,689 | -40.62% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 107,069 | 15,616 | 0.02% | 0.02% | 52 | +19,553 | 22.34% | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Reduced | 105,728 | 15,414 | 2.56% | 2.59% | 53 | -928 | -0.87% | Q1 2026 | May 11, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 103,581 | 15,101 | 0.19% | 0.14% | 54 | +30,651 | 42.03% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 101,322 | 14,772 | 1.83% | 1.83% | 55 | -12,371 | -10.88% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 100,324 | 14,626 | 1.88% | — | 56 | +100,324 | New | Q1 2026 | Apr 16, 2026 |
| ASPIRIANT, LLC | History | Reduced | 92,943 | 13,550 | 0.39% | 0.38% | 57 | -319 | -0.34% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 92,420 | 13,472 | 0.0% | 0.0% | 58 | +16,126 | 21.14% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 87,524 | 12,753 | 1.25% | 1.21% | 59 | -385 | -0.44% | Q1 2026 | May 06, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 85,655 | 12,487 | 0.93% | 0.91% | 60 | -85 | -0.1% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Added to | 83,641 | 12,194 | 0.04% | 0.04% | 61 | +37 | 0.04% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 83,522 | 12,176 | 0.15% | 0.16% | 62 | -1,175 | -1.39% | Q1 2026 | May 08, 2026 |
| Family CFO Inc | History | Reduced | 82,905 | 12,086 | 5.41% | 5.37% | 63 | -816 | -0.97% | Q1 2026 | Apr 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 80,766 | 11,774 | 0.14% | 0.14% | 64 | -3,778 | -4.47% | Q1 2026 | May 06, 2026 |
| Columbus Macro, LLC | History | Added to | 77,512 | 11,300 | 1.21% | 1.01% | 65 | +12,918 | 20.0% | Q1 2026 | Apr 21, 2026 |
| Texas Yale Capital Corp. | History | Added to | 75,834 | 11,055 | 0.31% | 0.33% | 66 | +383 | 0.51% | Q1 2026 | May 04, 2026 |
| 25 LLC | History | Reduced | 75,262 | 10,972 | 3.38% | 3.49% | 67 | -1,390 | -1.81% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 74,611 | 10,877 | 1.24% | 1.38% | 68 | -11,940 | -13.8% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 73,365 | 10,695 | 0.13% | 0.13% | 69 | +2,397 | 3.38% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 71,845 | 10,474 | 0.06% | 0.08% | 70 | -6,654 | -8.48% | Q1 2026 | May 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 70,841 | 10,327 | 1.82% | 1.78% | 71 | +2,672 | 3.92% | Q1 2026 | Apr 17, 2026 |
| IFG Advisors, LLC | History | Reduced | 70,413 | 10,265 | 1.68% | 1.71% | 72 | -1,075 | -1.5% | Q1 2026 | Apr 09, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 69,521 | 10,135 | 0.57% | 0.53% | 73 | +6,416 | 10.17% | Q1 2026 | May 14, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 68,039 | 9,919 | 4.37% | 4.16% | 74 | -1,353 | -1.95% | Q1 2026 | Apr 22, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 68,016 | 9,916 | 1.98% | 1.94% | 75 | +3,135 | 4.83% | Q1 2026 | Apr 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 67,810 | 9,885 | 0.67% | 0.74% | 76 | -7,549 | -10.02% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 67,703 | 9,870 | 0.66% | 0.74% | 77 | -15,956 | -19.07% | Q1 2026 | May 14, 2026 |
| Newton One Investments LLC | History | Added to | 67,197 | 9,796 | 2.66% | 0.99% | 78 | +43,693 | 185.9% | Q1 2026 | Apr 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 66,342 | 9,672 | 0.12% | 0.12% | 79 | -1,982 | -2.9% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 65,399 | 9,534 | 1.17% | 1.18% | 80 | -2,346 | -3.46% | Q1 2026 | Apr 10, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 65,035 | 9,481 | 0.3% | — | 81 | +65,035 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 63,595 | 9,271 | 0.13% | 0.02% | 82 | +53,503 | 530.15% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 63,006 | 9,185 | 0.05% | 0.05% | 83 | -2,177 | -3.34% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 62,922 | 9,173 | 3.51% | 3.24% | 84 | +6,107 | 10.75% | Q1 2026 | Apr 21, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 62,813 | 9,157 | 0.46% | 0.46% | 85 | -139 | -0.22% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 62,476 | 9,108 | 0.01% | 0.01% | 86 | +878 | 1.43% | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 62,165 | 9,063 | 0.93% | 0.92% | 87 | +301 | 0.49% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 61,457 | 8,959 | 0.0% | 0.01% | 88 | -280,352 | -82.02% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Reduced | 61,141 | 8,913 | 1.87% | 1.94% | 89 | -2,087 | -3.3% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 60,996 | 8,892 | 0.01% | 0.01% | 90 | +19,306 | 46.31% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 60,057 | 8,755 | 0.02% | 0.01% | 91 | +2,363 | 4.1% | Q1 2026 | May 14, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 58,151 | 8,477 | 1.86% | 1.71% | 92 | +6,780 | 13.2% | Q1 2026 | Apr 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 56,981 | 8,307 | 0.26% | 0.26% | 93 | -1,403 | -2.4% | Q1 2026 | Apr 27, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 56,604 | 8,252 | 0.87% | 0.17% | 94 | +50,020 | 759.72% | Q1 2026 | Apr 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 55,482 | 8,088 | 0.13% | — | 95 | +55,482 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 51,907 | 7,583 | 0.01% | 0.01% | 96 | +5,945 | 12.93% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 49,737 | 7,361 | 0.07% | 0.05% | 97 | +16,827 | 51.13% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Reduced | 50,128 | 7,308 | 0.0% | 0.0% | 98 | -22,682 | -31.15% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 48,694 | 7,099 | 0.2% | 0.22% | 99 | -271 | -0.55% | Q1 2026 | Apr 09, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 48,491 | 7,069 | 0.9% | 0.83% | 100 | -1,474 | -2.95% | Q1 2026 | May 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 47,879 | 6,980 | 4.86% | 4.95% | 101 | -1,301 | -2.65% | Q1 2026 | Apr 08, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 47,496 | 6,924 | 3.93% | 4.34% | 102 | -4,779 | -9.14% | Q1 2026 | Apr 06, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 46,734 | 6,813 | 0.09% | — | 103 | +46,734 | New | Q1 2026 | May 01, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 45,606 | 6,749 | 1.1% | 1.12% | 104 | -1,592 | -3.37% | Q1 2026 | Apr 20, 2026 |
| E&R Wealth Management, LLC | History | Added to | 45,889 | 6,690 | 6.66% | 6.76% | 105 | +694 | 1.54% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,563 | 6,643 | 0.02% | 0.02% | 106 | +2,896 | 6.79% | Q1 2026 | Apr 30, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 44,941 | 6,551 | 0.63% | 0.65% | 107 | -349 | -0.77% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 44,160 | 6,438 | 0.04% | 0.04% | 108 | -3,441 | -7.23% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 44,120 | 6,432 | 0.09% | 0.09% | 109 | +1,180 | 2.75% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 42,839 | 6,245 | 0.01% | 0.01% | 110 | -2,892 | -6.32% | Q1 2026 | May 13, 2026 |
| Noble Family Wealth, LLC | History | Added to | 42,085 | 6,135 | 1.27% | 1.14% | 111 | +4,444 | 11.81% | Q1 2026 | Apr 23, 2026 |
| Flower City Capital | History | Added to | 41,620 | 6,067 | 3.04% | 2.95% | 112 | +1,242 | 3.08% | Q1 2026 | Apr 14, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 41,591 | 6,063 | 1.86% | 1.79% | 113 | +701 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Colony Family Offices, LLC | History | Added to | 39,803 | 5,802 | 1.43% | 1.39% | 114 | +981 | 2.53% | Q1 2026 | Apr 21, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 39,591 | 5,771 | 1.14% | 1.15% | 115 | +1,140 | 2.96% | Q1 2026 | Apr 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 39,197 | 5,714 | 1.07% | 1.04% | 116 | +935 | 2.44% | Q1 2026 | Apr 28, 2026 |
| Obsido Oy | History | Added to | 38,426 | 5,602 | 3.39% | 3.35% | 117 | +339 | 0.89% | Q1 2026 | May 15, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 38,177 | 5,565 | 2.6% | 2.42% | 118 | -880 | -2.25% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 37,978 | 5,537 | 0.01% | 0.01% | 119 | -830 | -2.14% | Q1 2026 | Apr 22, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 37,839 | 5,516 | 0.41% | 0.6% | 120 | -17,644 | -31.8% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 35,535 | 5,180 | 0.14% | 0.13% | 121 | +76 | 0.21% | Q1 2026 | Apr 27, 2026 |
| LAM GROUP, INC. | History | No change | 35,500 | 5,175 | 2.84% | 2.91% | 122 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST HORIZON CORP | History | Added to | 35,139 | 5,122 | 0.21% | 0.22% | 123 | +1,504 | 4.47% | Q1 2026 | Apr 30, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 34,852 | 5,081 | 1.36% | 1.56% | 124 | +6,332 | 22.2% | Q1 2026 | Apr 29, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 34,516 | 5,036 | 0.35% | 0.38% | 125 | +4,226 | 13.95% | Q1 2026 | May 18, 2026 |
| COMMERCE BANK | History | Reduced | 33,999 | 4,956 | 0.02% | 0.03% | 126 | -2,509 | -6.87% | Q1 2026 | May 11, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 34,742 | 4,935 | 0.49% | 0.28% | 127 | +14,773 | 73.98% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 33,841 | 4,933 | 0.05% | 0.06% | 128 | -423 | -1.23% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 33,207 | 4,841 | 0.28% | 0.27% | 129 | +317 | 0.96% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,045 | 4,817 | 0.0% | 0.0% | 130 | +5,370 | 19.4% | Q1 2026 | May 15, 2026 |
| Womack Financial LLC | History | Added to | 32,774 | 4,778 | 3.52% | 3.35% | 131 | +1,105 | 3.49% | Q1 2026 | May 11, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 32,747 | 4,774 | 2.01% | 2.17% | 132 | -3,057 | -8.54% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 32,715 | 4,769 | 4.29% | 3.98% | 133 | +3,134 | 10.59% | Q1 2026 | Apr 28, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 32,700 | 4,767 | 0.66% | 0.49% | 134 | +8,280 | 33.91% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 32,635 | 4,757 | 0.07% | 0.08% | 135 | +420 | 1.3% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 32,443 | 4,729 | 0.0% | 0.0% | 136 | +26,715 | 466.39% | Q1 2026 | May 13, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 32,316 | 4,711 | 2.3% | — | 137 | +32,316 | New | Q1 2026 | Apr 09, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 31,847 | 4,642 | 0.38% | 0.41% | 138 | -652 | -2.01% | Q1 2026 | May 05, 2026 |
| SWAN Capital LLC | History | Reduced | 31,730 | 4,625 | 1.7% | 2.09% | 139 | -5,760 | -15.36% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Reduced | 31,560 | 4,601 | 0.87% | 1.25% | 140 | -8,906 | -22.01% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 30,961 | 4,513 | 0.26% | 0.26% | 141 | +577 | 1.9% | Q1 2026 | May 14, 2026 |
| Causey Wealth LLC | History | Reduced | 30,302 | 4,417 | 1.88% | 2.31% | 142 | -2,753 | -8.33% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,708 | 4,331 | 0.08% | 0.07% | 143 | +795 | 2.75% | Q1 2026 | Apr 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 29,247 | 4,263 | 0.04% | 0.03% | 144 | +5,024 | 20.74% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 28,653 | 4,177 | 0.41% | 0.38% | 145 | -623 | -2.13% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 28,546 | 4,161 | 0.43% | 0.42% | 146 | +106 | 0.37% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 28,496 | 4,154 | 0.33% | 0.37% | 147 | -3,047 | -9.66% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Added to | 28,478 | 4,151 | 0.04% | 0.04% | 148 | +19 | 0.07% | Q1 2026 | May 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 28,285 | 4,123 | 0.47% | 0.47% | 149 | -260 | -0.91% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | No change | 27,869 | 4,063 | 0.24% | 0.23% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 27,583 | 4,021 | 3.02% | 2.8% | 151 | +1,923 | 7.49% | Q1 2026 | Apr 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 27,562 | 4,018 | 0.24% | 0.24% | 152 | +712 | 2.65% | Q1 2026 | Apr 13, 2026 |
| Symmetry Partners, LLC | History | Reduced | 27,284 | 3,977 | 0.23% | 0.25% | 153 | -2,418 | -8.14% | Q1 2026 | Apr 27, 2026 |
| INSPIRE TRUST CO, N.A. | History | No change | 27,000 | 3,936 | 0.61% | 0.63% | 154 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 26,753 | 3,900 | 0.35% | 0.35% | 155 | +141 | 0.53% | Q1 2026 | Apr 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 26,669 | 3,888 | 0.0% | 0.01% | 156 | -19,376 | -42.08% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 26,457 | 3,855 | 0.51% | 0.51% | 157 | +760 | 2.96% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,011 | 3,792 | 0.01% | 0.01% | 158 | -4,176 | -13.83% | Q1 2026 | May 04, 2026 |
| LPWM LLC | History | Added to | 25,743 | 3,753 | 0.95% | 0.92% | 159 | +308 | 1.21% | Q1 2026 | Apr 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 25,687 | 3,743 | 0.5% | 0.54% | 160 | +1,441 | 5.94% | Q1 2026 | Apr 08, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 22,754 | 3,624 | 1.09% | 1.1% | 161 | -79 | -0.35% | Q1 2026 | May 12, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 24,741 | 3,606 | 1.59% | 1.6% | 162 | +258 | 1.05% | Q1 2026 | Apr 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 24,657 | 3,594 | 0.19% | 0.19% | 163 | +1 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 24,926 | 3,572 | 0.0% | 0.0% | 164 | +856 | 3.56% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 24,325 | 3,546 | 0.82% | 0.8% | 165 | +403 | 1.68% | Q1 2026 | Apr 09, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 24,145 | 3,520 | 1.6% | 1.6% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FDx Advisors, Inc. | History | Reduced | 24,070 | 3,509 | 1.12% | 1.8% | 167 | -597 | -2.42% | Q1 2026 | May 01, 2026 |
| St. Louis Trust Co | History | Reduced | 23,478 | 3,422 | 0.4% | 0.4% | 168 | -693 | -2.87% | Q1 2026 | May 14, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 23,214 | 3,384 | 2.37% | 2.37% | 169 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Reduced | 22,811 | 3,325 | 0.1% | 0.1% | 170 | -2,086 | -8.38% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,617 | 3,297 | 0.02% | 0.02% | 171 | +1,076 | 5.0% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | New | 22,177 | 3,233 | 0.04% | — | 172 | +22,177 | New | Q1 2026 | May 13, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 21,451 | 3,127 | 0.17% | 0.16% | 173 | -80 | -0.37% | Q1 2026 | Apr 17, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 20,619 | 3,006 | 2.39% | 1.97% | 174 | +1,385 | 7.2% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 20,490 | 2,986 | 0.02% | 0.02% | 175 | -179 | -0.87% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,716 | 2,890 | 0.05% | 0.08% | 176 | +6,931 | 58.81% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 19,001 | 2,770 | 0.05% | 0.05% | 177 | -842 | -4.24% | Q1 2026 | May 11, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 18,886 | 2,753 | 1.46% | 1.22% | 178 | +3,559 | 23.22% | Q1 2026 | Apr 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 18,633 | 2,716 | 0.17% | 0.17% | 179 | -45 | -0.24% | Q1 2026 | Apr 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 18,577 | 2,708 | 0.92% | 0.96% | 180 | -76 | -0.41% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 18,403 | 2,682 | 0.01% | 0.01% | 181 | -2,904 | -13.63% | Q1 2026 | Apr 30, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 18,088 | 2,637 | 1.96% | 2.11% | 182 | -465 | -2.51% | Q1 2026 | Apr 10, 2026 |
| Falcon Wealth Planning | History | Reduced | 17,883 | 2,607 | 0.18% | 0.22% | 183 | -402 | -2.2% | Q1 2026 | Apr 20, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 17,853 | 2,602 | 0.52% | 0.61% | 184 | -2,474 | -12.17% | Q1 2026 | May 08, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 17,818 | 2,597 | 1.53% | 1.48% | 185 | +857 | 5.05% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,696 | 2,595 | 0.01% | 0.01% | 186 | -12,587 | -41.56% | Q1 2026 | Apr 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 17,793 | 2,593 | 0.05% | 0.05% | 187 | -293 | -1.62% | Q1 2026 | May 15, 2026 |
| CoreFirst Bank & Trust | History | No change | 17,916 | 2,567 | 1.39% | 1.39% | 188 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 17,500 | 2,551 | 0.02% | 0.01% | 189 | +13,555 | 343.6% | Q1 2026 | May 15, 2026 |
| Livet Wealth, LLC | History | Added to | 17,504 | 2,551 | 1.62% | 1.53% | 190 | +201 | 1.16% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 17,165 | 2,460 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 16,507 | 2,406 | 0.95% | 0.93% | 192 | +48 | 0.29% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 16,418 | 2,393 | 0.03% | 0.03% | 193 | +1,054 | 6.86% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,153 | 2,354 | 0.06% | 0.02% | 194 | +12,854 | 389.63% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,141 | 2,353 | 0.01% | 0.02% | 195 | -5,466 | -25.3% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 15,917 | 2,320 | 0.0% | — | 196 | +15,917 | New | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 15,866 | 2,313 | 2.41% | 1.58% | 197 | +4,764 | 42.91% | Q1 2026 | Apr 16, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 15,786 | 2,301 | 0.63% | 0.65% | 198 | +85 | 0.54% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 15,723 | 2,292 | 0.13% | 0.14% | 199 | -162 | -1.02% | Q1 2026 | Apr 30, 2026 |
| Traveka Wealth, LLC | History | Reduced | 15,612 | 2,276 | 0.87% | 0.92% | 200 | -208 | -1.31% | Q1 2026 | Apr 22, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 15,338 | 2,236 | 0.1% | 0.1% | 201 | -320 | -2.04% | Q1 2026 | May 06, 2026 |
| Mittelman Wealth Management | History | Added to | 15,121 | 2,204 | 1.37% | 1.33% | 202 | +788 | 5.5% | Q1 2026 | May 15, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 15,021 | 2,189 | 0.17% | 0.14% | 203 | +3,190 | 26.96% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 14,814 | 2,159 | 0.05% | 0.04% | 204 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Barn Wealth, LLC | History | No change | 14,990 | 2,148 | 3.13% | 3.13% | 205 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sincerus Advisory, LLC | History | Added to | 14,613 | 2,130 | 1.61% | 1.63% | 206 | +481 | 3.4% | Q1 2026 | Apr 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,535 | 2,119 | 0.04% | 0.05% | 207 | -1,748 | -10.74% | Q1 2026 | May 14, 2026 |
| SVB WEALTH LLC | History | Reduced | 14,367 | 2,094 | 0.14% | 0.13% | 208 | -722 | -4.78% | Q1 2026 | Apr 17, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 14,285 | 2,082 | 0.2% | 0.21% | 209 | -789 | -5.23% | Q1 2026 | Apr 13, 2026 |
| HUB Investment Partners, LLC | History | New | 14,186 | 2,068 | 0.05% | — | 210 | +14,186 | New | Q1 2026 | May 15, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 14,179 | 2,067 | 0.61% | 0.62% | 211 | -79 | -0.55% | Q1 2026 | Apr 16, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 14,151 | 2,063 | 0.73% | 0.8% | 212 | -1,137 | -7.44% | Q1 2026 | Apr 21, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 14,004 | 2,041 | 0.44% | 0.45% | 213 | +71 | 0.51% | Q1 2026 | May 15, 2026 |
| Level Financial Advisors | History | Reduced | 13,970 | 2,036 | 0.52% | 0.56% | 214 | -914 | -6.14% | Q1 2026 | Apr 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,956 | 2,034 | 0.0% | 0.0% | 215 | +551 | 4.11% | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | Reduced | 13,776 | 2,008 | 0.13% | 0.14% | 216 | -329 | -2.33% | Q1 2026 | Apr 21, 2026 |
| Cassilly Financial Group LLC | History | Added to | 13,589 | 1,981 | 1.72% | 1.71% | 217 | +109 | 0.81% | Q1 2026 | Apr 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,556 | 1,976 | 0.0% | 0.0% | 218 | +6,947 | 105.11% | Q1 2026 | May 15, 2026 |
| Payne Capital Management, LLC | History | Added to | 13,467 | 1,963 | 0.59% | 0.57% | 219 | +815 | 6.44% | Q1 2026 | May 08, 2026 |
| Procyon Advisors, LLC | History | Reduced | 13,457 | 1,961 | 0.1% | 0.1% | 220 | -21 | -0.16% | Q1 2026 | May 04, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 13,175 | 1,920 | 0.33% | 0.3% | 221 | +750 | 6.04% | Q1 2026 | Apr 13, 2026 |
| Red Wave Investments LLC | History | Reduced | 13,143 | 1,916 | 0.57% | 0.69% | 222 | -3,000 | -18.58% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,911 | 1,882 | 0.01% | 0.02% | 223 | +388 | 3.1% | Q1 2026 | Apr 07, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 12,894 | 1,879 | 0.05% | 0.06% | 224 | -3,044 | -19.1% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 12,806 | 1,866 | 0.0% | 0.0% | 225 | -2,470 | -16.17% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 12,778 | 1,862 | 0.01% | 0.02% | 226 | -362 | -2.75% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 12,750 | 1,858 | 0.08% | 0.08% | 227 | -1,121 | -8.08% | Q1 2026 | Apr 21, 2026 |
| Jacobs Equity LLC | History | Added to | 12,699 | 1,851 | 1.66% | 1.1% | 228 | +4,715 | 59.06% | Q1 2026 | May 14, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 12,609 | 1,838 | 1.41% | 1.35% | 229 | -151 | -1.18% | Q1 2026 | Apr 20, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 12,558 | 1,830 | 0.38% | 0.39% | 230 | +262 | 2.13% | Q1 2026 | Apr 15, 2026 |
| INTRUST BANK NA | History | Reduced | 12,419 | 1,810 | 0.15% | 0.2% | 231 | -4,543 | -26.78% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 12,248 | 1,785 | 0.08% | 0.06% | 232 | +4,416 | 56.38% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,049 | 1,756 | 0.02% | 0.02% | 233 | -176 | -1.44% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 11,960 | 1,743 | 0.27% | 0.25% | 234 | +773 | 6.91% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 11,926 | 1,739 | 0.05% | 0.06% | 235 | -2,641 | -18.13% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | No change | 11,687 | 1,703 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 11,459 | 1,671 | 0.11% | 0.12% | 237 | -4 | -0.03% | Q1 2026 | May 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 11,398 | 1,661 | 0.01% | 0.01% | 238 | +57 | 0.5% | Q1 2026 | Apr 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 11,260 | 1,641 | 1.04% | 1.16% | 239 | -631 | -5.31% | Q1 2026 | May 11, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 10,679 | 1,639 | 0.31% | 0.3% | 240 | +44 | 0.41% | Q1 2026 | Apr 09, 2026 |
| NEPC LLC | History | No change | 10,882 | 1,586 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 10,859 | 1,583 | 0.01% | 0.01% | 242 | +196 | 1.84% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 10,635 | 1,550 | 0.02% | 0.02% | 243 | -245 | -2.25% | Q1 2026 | Apr 21, 2026 |
| Zhang Financial LLC | History | Reduced | 10,519 | 1,533 | 0.05% | 0.07% | 244 | -2,059 | -16.37% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,344 | 1,507 | 0.05% | 0.03% | 245 | +4,866 | 88.83% | Q1 2026 | May 15, 2026 |
| WELCH & FORBES LLC | History | No change | 10,334 | 1,506 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Asset Dedication, LLC | History | No change | 10,415 | 1,492 | 0.1% | 0.1% | 247 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 10,192 | 1,485 | 0.43% | 0.48% | 248 | -1,054 | -9.37% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 9,914 | 1,445 | 0.31% | 0.34% | 249 | -1,199 | -10.79% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,909 | 1,444 | 0.05% | 0.05% | 250 | -212 | -2.09% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Reduced | 9,782 | 1,426 | 0.0% | 0.0% | 251 | -27 | -0.28% | Q1 2026 | May 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 9,768 | 1,424 | 0.1% | 0.1% | 252 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 9,727 | 1,412 | 0.0% | 0.0% | 253 | +2,520 | 34.97% | Q1 2026 | May 14, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 9,669 | 1,409 | 1.06% | 1.11% | 254 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 8,878 | 1,402 | 0.27% | 0.26% | 255 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 9,595 | 1,398 | 0.43% | 0.5% | 256 | -1,842 | -16.11% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,308 | 1,357 | 0.02% | 0.02% | 257 | +57 | 0.62% | Q1 2026 | Apr 23, 2026 |
| Ballentine Partners, LLC | History | No change | 9,212 | 1,343 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 9,202 | 1,341 | 1.07% | 1.12% | 259 | -197 | -2.1% | Q1 2026 | May 05, 2026 |
| Glaxis Capital Management, LLC | History | No change | 17,604 | 1,322 | 1.65% | 2.22% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 9,014 | 1,314 | 0.12% | — | 261 | +9,014 | New | Q1 2026 | Apr 08, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 8,982 | 1,309 | 1.19% | 1.14% | 262 | +123 | 1.39% | Q1 2026 | May 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 9,039 | 1,295 | 0.12% | 0.12% | 263 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,818 | 1,285 | 0.0% | 0.0% | 264 | -172 | -1.91% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,789 | 1,281 | 0.09% | 0.09% | 265 | +9 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 8,734 | 1,273 | 0.11% | 0.12% | 266 | -344 | -3.79% | Q1 2026 | Apr 09, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 8,679 | 1,265 | 0.47% | 0.48% | 267 | -193 | -2.18% | Q1 2026 | Apr 13, 2026 |
| Paragon Capital Management Ltd | History | No change | 8,658 | 1,262 | 0.27% | 0.25% | 268 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 8,457 | 1,232 | 0.13% | 0.13% | 269 | -10 | -0.12% | Q1 2026 | May 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 8,440 | 1,230 | 0.07% | 0.07% | 270 | -428 | -4.83% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 8,421 | 1,227 | 0.04% | 0.04% | 271 | +421 | 5.26% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 8,373 | 1,220 | 0.04% | 0.04% | 272 | -252 | -2.92% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 8,309 | 1,211 | 0.0% | — | 274 | +8,309 | New | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 8,310 | 1,211 | 0.04% | 0.05% | 273 | -1,060 | -11.31% | Q1 2026 | May 07, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 8,271 | 1,205 | 0.02% | 0.02% | 275 | -1,555 | -15.83% | Q1 2026 | Apr 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 8,071 | 1,176 | 0.02% | 0.02% | 276 | -343 | -4.08% | Q1 2026 | Apr 20, 2026 |
| McLean Asset Management Corp | History | Added to | 8,035 | 1,171 | 0.2% | 0.21% | 277 | +14 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,025 | 1,169 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 7,976 | 1,162 | 0.31% | 0.31% | 279 | -2 | -0.03% | Q1 2026 | Apr 20, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 7,936 | 1,156 | 0.78% | 0.78% | 280 | -15 | -0.19% | Q1 2026 | Apr 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 7,799 | 1,137 | 0.0% | 0.0% | 281 | +234 | 3.09% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 7,733 | 1,127 | 0.03% | 0.01% | 282 | +6,025 | 352.75% | Q1 2026 | May 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 7,715 | 1,125 | 0.02% | 0.02% | 283 | +1,044 | 15.65% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 7,658 | 1,116 | 0.0% | 0.0% | 284 | -1,455 | -15.97% | Q1 2026 | Apr 24, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 7,637 | 1,113 | 0.08% | 0.09% | 285 | -46 | -0.6% | Q1 2026 | Apr 30, 2026 |
| SACHEM HILL LLC | History | No change | 7,529 | 1,097 | 0.21% | 0.21% | 286 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 7,510 | 1,094 | 0.57% | 0.57% | 287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 7,484 | 1,091 | 0.03% | 0.02% | 288 | +22 | 0.29% | Q1 2026 | May 15, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 7,340 | 1,070 | 0.17% | 0.17% | 289 | -118 | -1.58% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,282 | 1,061 | 0.01% | 0.0% | 290 | +4,265 | 141.37% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,256 | 1,057 | 0.04% | — | 291 | +7,256 | New | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 7,234 | 1,054 | 0.01% | — | 292 | +7,234 | New | Q1 2026 | May 14, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 7,155 | 1,043 | 0.6% | 0.6% | 293 | -1,731 | -19.48% | Q1 2026 | Apr 14, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 7,091 | 1,033 | 0.36% | 0.34% | 294 | +127 | 1.82% | Q1 2026 | Apr 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 7,039 | 1,026 | 0.05% | 0.05% | 295 | -9 | -0.13% | Q1 2026 | Apr 17, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 6,992 | 1,019 | 0.59% | 0.61% | 296 | +111 | 1.61% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | New | 6,981 | 1,017 | 0.28% | — | 297 | +6,981 | New | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 7,087 | 1,015 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 6,925 | 1,009 | 0.18% | 0.31% | 299 | -4,731 | -40.59% | Q1 2026 | Apr 22, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 6,864 | 1,000 | 0.9% | 1.07% | 300 | +1,813 | 35.89% | Q1 2026 | May 11, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 6,838 | 996 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 6,301 | 970 | 0.09% | 0.09% | 302 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Life Planning Partners, Inc | History | Reduced | 6,558 | 956 | 0.73% | 0.76% | 303 | -377 | -5.44% | Q1 2026 | Apr 28, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 5,813 | 945 | 0.35% | 0.31% | 304 | +618 | 11.9% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Added to | 6,479 | 944 | 0.01% | 0.01% | 305 | +2,183 | 50.81% | Q1 2026 | Apr 08, 2026 |
| LRI Investments, LLC | History | No change | 6,307 | 919 | 0.08% | 0.07% | 306 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,260 | 912 | 0.04% | 0.03% | 307 | -205 | -3.17% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,036 | 879 | 0.0% | 0.0% | 308 | +34 | 0.57% | Q1 2026 | May 08, 2026 |
| BAILARD, INC. | History | No change | 6,022 | 878 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 6,002 | 875 | 0.01% | 0.01% | 310 | -85 | -1.4% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 5,995 | 873 | 0.01% | 0.01% | 311 | +12 | 0.2% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 5,922 | 863 | 0.0% | 0.0% | 312 | +1,390 | 30.67% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,906 | 860 | 0.01% | 0.01% | 313 | +641 | 12.17% | Q1 2026 | Apr 15, 2026 |
| WARNER FINANCIAL, INC | History | No change | 5,832 | 850 | 0.29% | 0.29% | 314 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,790 | 844 | 0.01% | 0.02% | 315 | +341 | 6.26% | Q1 2026 | May 18, 2026 |
| BWM Planning, LLC | History | No change | 5,618 | 819 | 0.22% | 0.22% | 316 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 5,569 | 811 | 0.28% | 0.28% | 317 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 5,510 | 803 | 0.09% | 0.09% | 318 | -37 | -0.67% | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,487 | 799 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 5,476 | 798 | 0.59% | 0.63% | 320 | -1,656 | -23.22% | Q1 2026 | May 08, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 5,444 | 793 | 0.28% | 0.28% | 321 | -67 | -1.22% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Reduced | 5,386 | 785 | 0.01% | 0.01% | 322 | -113 | -2.05% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,369 | 782 | 0.01% | 0.01% | 323 | +189 | 3.65% | Q1 2026 | May 12, 2026 |
| DGS Capital Management, LLC | History | Added to | 5,350 | 779 | 0.13% | 0.13% | 324 | +199 | 3.86% | Q1 2026 | Apr 28, 2026 |
| JMN Financial LLC | History | Added to | 5,350 | 779 | 0.77% | 0.74% | 325 | +199 | 3.86% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 5,342 | 778 | 0.0% | 0.0% | 326 | -194 | -3.5% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 5,326 | 776 | 0.04% | 0.03% | 327 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Essential Partners LLC | History | Added to | 5,319 | 775 | 0.26% | 0.16% | 328 | +1,709 | 47.34% | Q1 2026 | May 21, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 5,276 | 769 | 0.0% | 0.0% | 329 | +2,010 | 61.54% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 5,276 | 769 | 0.1% | 0.08% | 330 | +951 | 21.99% | Q1 2026 | Apr 27, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 5,247 | 764 | 0.07% | 0.07% | 331 | -84 | -1.58% | Q1 2026 | May 14, 2026 |
| Breakwater Capital Group | History | Added to | 5,207 | 759 | 0.1% | 0.1% | 332 | +275 | 5.58% | Q1 2026 | Apr 20, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,212 | 759 | 0.97% | 0.95% | 333 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Triumph Capital Management | History | Added to | 5,204 | 758 | 0.15% | 0.02% | 334 | +4,581 | 735.31% | Q1 2026 | May 13, 2026 |
| Liberty Capital Management, Inc. | History | No change | 5,247 | 752 | 0.14% | 0.14% | 335 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Beckerman Institutional, LLC | History | No change | 5,139 | 749 | 0.4% | 0.41% | 336 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 5,058 | 737 | 0.01% | 0.0% | 337 | +1,167 | 29.99% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 5,055 | 736 | 0.0% | 0.0% | 338 | -7 | -0.14% | Q1 2026 | May 12, 2026 |
| Facet Wealth, Inc. | History | Added to | 5,028 | 732 | 0.01% | 0.01% | 339 | +1,079 | 27.32% | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | Added to | 4,995 | 728 | 0.06% | 0.06% | 340 | +130 | 2.67% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 4,989 | 727 | 0.0% | 0.01% | 341 | -2,725 | -35.33% | Q1 2026 | May 15, 2026 |
| Ridgewood Investments LLC | History | New | 4,932 | 719 | 0.29% | — | 343 | +4,932 | New | Q1 2026 | Apr 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,933 | 719 | 0.06% | 0.06% | 342 | -91 | -1.81% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,924 | 717 | 0.0% | 0.0% | 344 | +2,944 | 148.69% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,922 | 717 | 0.0% | 0.0% | 345 | +1,885 | 62.07% | Q1 2026 | Apr 24, 2026 |
| SENTINEL TRUST CO LBA | History | New | 4,848 | 707 | 0.07% | — | 346 | +4,848 | New | Q1 2026 | May 07, 2026 |
| Hamilton Wealth, LLC | History | Added to | 4,838 | 705 | 0.05% | 0.07% | 347 | +2,419 | 100.0% | Q1 2026 | May 18, 2026 |
| Eagle Strategies LLC | History | Reduced | 4,739 | 690 | 0.08% | 0.09% | 348 | -54 | -1.13% | Q1 2026 | Apr 20, 2026 |
| Dunhill Financial, LLC | History | Added to | 4,704 | 685 | 0.16% | 0.13% | 349 | +1,037 | 28.28% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,669 | 680 | 0.01% | 0.01% | 350 | -917 | -16.42% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,635 | 675 | 0.01% | 0.01% | 351 | +893 | 23.86% | Q1 2026 | Apr 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,682 | 671 | 0.03% | 0.03% | 352 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WHITTIER TRUST CO | History | No change | 4,535 | 669 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 4,540 | 661 | 0.34% | 0.32% | 354 | +100 | 2.25% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Reduced | 4,528 | 660 | 0.0% | 0.0% | 355 | -254 | -5.31% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 4,459 | 650 | 0.0% | 0.0% | 356 | +16 | 0.36% | Q1 2026 | May 14, 2026 |
| Patten Group, Inc. | History | Added to | 4,445 | 648 | 0.11% | 0.1% | 357 | +623 | 16.3% | Q1 2026 | Apr 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 4,422 | 644 | 0.05% | 0.06% | 358 | -225 | -4.84% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | No change | 4,360 | 635 | 0.25% | 0.25% | 359 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Trust Co of the South | History | No change | 4,270 | 622 | 0.1% | 0.1% | 360 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Advocate Investing Services LLC | History | No change | 4,254 | 620 | 0.53% | 0.55% | 361 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Carson Advisory Inc. | History | Added to | 4,151 | 605 | 0.31% | 0.3% | 362 | +188 | 4.74% | Q1 2026 | May 07, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 4,125 | 601 | 0.33% | 0.38% | 363 | -338 | -7.57% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,104 | 598 | 0.01% | 0.01% | 364 | -24 | -0.58% | Q1 2026 | Apr 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 4,076 | 594 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 4,027 | 587 | 0.0% | 0.0% | 366 | +172 | 4.46% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,682 | 581 | 0.01% | 0.01% | 367 | +306 | 9.06% | Q1 2026 | May 04, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 3,991 | 581 | 0.03% | 0.05% | 368 | -170 | -4.09% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | New | 3,940 | 574 | 0.12% | — | 370 | +3,940 | New | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,006 | 574 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Optimist Retirement Group LLC | History | Added to | 3,901 | 568 | 0.25% | 0.24% | 371 | +174 | 4.67% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,877 | 565 | 0.02% | 0.02% | 372 | -2 | -0.05% | Q1 2026 | Apr 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 3,873 | 564 | 0.06% | 0.06% | 373 | +105 | 2.79% | Q1 2026 | May 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3,847 | 562 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TAGStone Capital, Inc. | History | No change | 3,860 | 562 | 0.2% | 0.21% | 375 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,843 | 560 | 0.01% | 0.01% | 376 | +1,224 | 46.74% | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,777 | 558 | 0.0% | 0.0% | 377 | +800 | 26.87% | Q1 2026 | May 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 3,825 | 557 | 0.04% | 0.03% | 378 | +119 | 3.21% | Q1 2026 | Apr 27, 2026 |
| PAX Financial Group, LLC | History | Reduced | 3,799 | 553 | 0.09% | 0.13% | 380 | -1,390 | -26.79% | Q1 2026 | Apr 27, 2026 |
| McAdam, LLC | History | Added to | 3,797 | 553 | 0.02% | 0.02% | 379 | +124 | 3.38% | Q1 2026 | May 08, 2026 |
| Altiora Financial Group, LLC | History | No change | 3,748 | 546 | 0.09% | 0.09% | 381 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,744 | 545 | 0.06% | — | 382 | +3,744 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 3,739 | 545 | 0.0% | — | 383 | +3,739 | New | Q1 2026 | May 15, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 3,733 | 544 | 0.04% | 0.05% | 384 | -1,783 | -32.32% | Q1 2026 | May 15, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 3,705 | 540 | 0.0% | 0.0% | 385 | -20 | -0.54% | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 3,687 | 537 | 0.06% | 0.07% | 386 | -103 | -2.72% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 3,673 | 535 | 0.04% | 0.04% | 387 | -35 | -0.94% | Q1 2026 | Apr 21, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,660 | 533 | 0.01% | 0.02% | 388 | -2,311 | -38.7% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,632 | 529 | 0.08% | 0.08% | 389 | +532 | 17.16% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 3,628 | 528 | 0.01% | 0.01% | 390 | +574 | 18.8% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Added to | 3,615 | 527 | 0.01% | 0.01% | 392 | +53 | 1.49% | Q1 2026 | May 01, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 3,730 | 527 | 0.46% | 0.5% | 391 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,611 | 526 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,584 | 522 | 0.0% | 0.0% | 395 | -2,598 | -42.03% | Q1 2026 | Apr 29, 2026 |
| Klingman & Associates, LLC | History | Reduced | 3,583 | 522 | 0.02% | 0.03% | 394 | -673 | -15.81% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,636 | 514 | 0.02% | 0.02% | 396 | -145 | -3.83% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 3,520 | 513 | 0.32% | 0.18% | 397 | -139 | -3.8% | Q1 2026 | May 01, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 3,504 | 510 | 0.53% | 0.21% | 398 | +2,034 | 138.37% | Q1 2026 | May 04, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 3,480 | 507 | 0.0% | — | 399 | +3,480 | New | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,449 | 502 | 0.01% | 0.01% | 400 | +199 | 6.12% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 3,440 | 501 | 0.01% | 0.01% | 402 | -498 | -12.65% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,501 | 501 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 3,420 | 498 | 0.02% | 0.02% | 403 | -15 | -0.44% | Q1 2026 | May 07, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 3,412 | 497 | 0.33% | 0.34% | 404 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,383 | 493 | 0.01% | 0.0% | 405 | +613 | 22.13% | Q1 2026 | Apr 28, 2026 |
| Farnam Financial LLC | History | No change | 3,377 | 492 | 0.4% | 0.36% | 406 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 3,368 | 491 | 0.12% | 0.13% | 407 | -98 | -2.83% | Q1 2026 | Apr 10, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 3,345 | 487 | 0.23% | 0.24% | 408 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Anson Capital, Inc. | History | Reduced | 3,311 | 482 | 0.33% | 0.35% | 409 | -15 | -0.45% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | New | 3,301 | 481 | 0.0% | — | 410 | +3,301 | New | Q1 2026 | May 05, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 3,297 | 480 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3,328 | 476 | 0.16% | 0.16% | 412 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,246 | 473 | 0.0% | 0.0% | 413 | -299 | -8.43% | Q1 2026 | May 01, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 3,251 | 473 | 0.01% | 0.01% | 414 | -224 | -6.45% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 3,240 | 472 | 0.0% | 0.0% | 415 | +485 | 17.6% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,240 | 472 | 0.0% | 0.0% | 416 | +192 | 6.3% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | No change | 3,207 | 467 | 0.05% | 0.05% | 417 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Broussard Financial Group LLC | History | New | 3,173 | 462 | 0.37% | — | 418 | +3,173 | New | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | Reduced | 3,088 | 450 | 0.04% | 0.04% | 419 | -225 | -6.79% | Q1 2026 | Apr 13, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 3,063 | 446 | 0.4% | 0.41% | 420 | -25 | -0.81% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,027 | 441 | 0.0% | 0.0% | 421 | +1,540 | 103.56% | Q1 2026 | May 08, 2026 |
| Aurelius Family Office LLC | History | Reduced | 3,024 | 440 | 0.19% | 0.2% | 424 | -241 | -7.38% | Q1 2026 | Apr 08, 2026 |
| Allegheny Financial Group | History | Reduced | 3,024 | 440 | 0.06% | 0.07% | 423 | -206 | -6.38% | Q1 2026 | Apr 16, 2026 |
| Sowell Financial Services LLC | History | Reduced | 3,021 | 440 | 0.02% | 0.02% | 422 | -205 | -6.35% | Q1 2026 | Apr 20, 2026 |
| AIRE ADVISORS, LLC | History | No change | 3,012 | 439 | 0.08% | 0.08% | 425 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,010 | 438 | 0.0% | 0.01% | 426 | +233 | 8.39% | Q1 2026 | May 06, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 3,005 | 438 | 0.05% | 0.05% | 427 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 2,990 | 435 | 0.05% | 0.04% | 428 | +464 | 18.37% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 2,979 | 434 | 0.18% | 0.17% | 429 | -394 | -11.68% | Q1 2026 | Apr 14, 2026 |
| Sunesis Advisors, LLC | History | No change | 2,982 | 434 | 0.2% | 0.19% | 430 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 2,949 | 429 | 0.07% | 0.07% | 431 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,876 | 419 | 0.0% | — | 433 | +2,876 | New | Q1 2026 | May 08, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 2,877 | 419 | 0.08% | 0.06% | 432 | +688 | 31.43% | Q1 2026 | Apr 29, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 2,844 | 414 | 0.27% | 0.27% | 434 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Opus Capital Group, LLC | History | Reduced | 2,825 | 412 | 0.04% | 0.04% | 435 | -5 | -0.18% | Q1 2026 | Apr 30, 2026 |
| Tribridge Partners Financial LLC | History | No change | 2,787 | 408 | 0.17% | 0.17% | 436 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| One Day In July LLC | History | Reduced | 2,752 | 401 | 0.03% | 0.04% | 438 | -663 | -19.41% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,757 | 401 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Center For Asset Management LLC | History | Added to | 2,740 | 399 | 0.2% | 0.19% | 439 | +203 | 8.0% | Q1 2026 | Apr 16, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,691 | 392 | 0.01% | 0.01% | 440 | +452 | 20.19% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 2,675 | 389 | 0.0% | 0.0% | 442 | +107 | 4.17% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 2,671 | 389 | 0.01% | 0.01% | 441 | +103 | 4.01% | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | New | 2,650 | 386 | 0.18% | — | 443 | +2,650 | New | Q1 2026 | Apr 24, 2026 |
| Fiera Capital Corp | History | No change | 2,644 | 385 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 2,679 | 384 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prairiewood Capital, LLC | History | No change | 2,629 | 383 | 0.11% | 0.12% | 446 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,624 | 382 | 0.0% | 0.0% | 447 | +136 | 5.47% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,617 | 381 | 0.02% | 0.02% | 448 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,599 | 378 | 0.0% | 0.0% | 449 | +787 | 43.43% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,640 | 378 | 0.0% | 0.0% | 450 | +475 | 21.94% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,594 | 378 | 0.09% | 0.09% | 451 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 2,580 | 376 | 0.01% | 0.01% | 452 | +770 | 42.54% | Q1 2026 | May 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 2,556 | 372 | 0.04% | 0.04% | 453 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hexagon Capital Partners LLC | History | New | 2,550 | 371 | 0.05% | — | 454 | +2,550 | New | Q1 2026 | May 04, 2026 |
| CIM, LLC | History | Added to | 2,542 | 370 | 0.05% | 0.05% | 455 | +3 | 0.12% | Q1 2026 | May 18, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 2,543 | 370 | 0.12% | 0.12% | 456 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 2,537 | 369 | 0.15% | 0.14% | 457 | -1,339 | -34.55% | Q1 2026 | May 06, 2026 |
| Westmount Partners, LLC | History | No change | 2,527 | 368 | 0.09% | 0.09% | 458 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,563 | 367 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | New | 2,499 | 364 | 0.01% | — | 464 | +2,499 | New | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Reduced | 2,503 | 364 | 0.07% | 0.07% | 462 | -20 | -0.79% | Q1 2026 | May 07, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 2,500 | 364 | 0.14% | 0.13% | 460 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 2,337 | 364 | 0.09% | 0.09% | 461 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,500 | 364 | 0.18% | 0.18% | 463 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 2,483 | 361 | 0.04% | 0.04% | 465 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 2,437 | 355 | 0.01% | 0.01% | 466 | -14 | -0.57% | Q1 2026 | Apr 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 2,409 | 351 | 0.01% | 0.01% | 467 | -73 | -2.94% | Q1 2026 | Apr 21, 2026 |
| Sequent Planning LLC | History | Reduced | 2,390 | 348 | 0.08% | 0.09% | 468 | -48 | -1.97% | Q1 2026 | Apr 21, 2026 |
| NOVEM GROUP | History | Added to | 2,379 | 346 | 0.04% | 0.03% | 469 | +520 | 27.97% | Q1 2026 | Apr 10, 2026 |
| CSM Advisors, LLC | History | No change | 2,350 | 343 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Veratis Advisors, Inc. | History | No change | 2,186 | 341 | 0.27% | 0.27% | 471 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Matisse Capital | History | No change | 2,337 | 340 | 0.15% | 0.15% | 472 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | No change | 2,320 | 338 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 2,281 | 333 | 0.13% | 0.13% | 474 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 2,265 | 330 | 0.02% | 0.04% | 475 | -1,500 | -39.84% | Q1 2026 | Apr 28, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 2,255 | 328 | 0.12% | 0.09% | 476 | +652 | 40.67% | Q1 2026 | Apr 09, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,204 | 321 | 0.0% | 0.0% | 477 | -83 | -3.63% | Q1 2026 | May 05, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 2,183 | 318 | 0.0% | 0.0% | 478 | -120 | -5.21% | Q1 2026 | Apr 22, 2026 |
| Greenspring Advisors, LLC | History | Added to | 2,179 | 317 | 0.02% | 0.02% | 479 | +148 | 7.29% | Q1 2026 | May 04, 2026 |
| Community Bank, N.A. | History | No change | 2,168 | 316 | 0.04% | 0.04% | 480 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 2,135 | 311 | 0.0% | 0.02% | 481 | -8,017 | -78.97% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,102 | 306 | 0.0% | 0.0% | 482 | +1,382 | 191.94% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Reduced | 2,078 | 302 | 0.05% | 0.05% | 483 | -36 | -1.7% | Q1 2026 | Apr 16, 2026 |
| Dakota Wealth Management | History | No change | 2,064 | 300 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Brooklyn Investment Group | History | New | 2,039 | 297 | 0.01% | — | 486 | +2,039 | New | Q1 2026 | Apr 29, 2026 |
| TFB Advisors LLC | History | Reduced | 2,041 | 297 | 0.16% | 0.12% | 485 | -880 | -30.13% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | No change | 2,028 | 295 | 0.03% | 0.03% | 487 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Equity Wealth Partners, LLC | History | No change | 2,004 | 292 | 0.19% | 0.19% | 488 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,000 | 291 | 0.03% | 0.03% | 489 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INSIGHT 2811, INC. | History | No change | 1,995 | 290 | 0.12% | 0.13% | 490 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advyzon Investment Management, LLC | History | New | 1,973 | 287 | 0.03% | — | 491 | +1,973 | New | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | New | 1,960 | 285 | 0.05% | — | 492 | +1,960 | New | Q1 2026 | Apr 17, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 1,937 | 282 | 0.23% | 0.24% | 493 | +130 | 7.19% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Added to | 1,931 | 281 | 0.01% | 0.01% | 494 | +112 | 6.16% | Q1 2026 | Apr 30, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,902 | 277 | 0.0% | 0.0% | 495 | +12 | 0.63% | Q1 2026 | Apr 27, 2026 |
| WBH ADVISORY INC | History | No change | 1,850 | 273 | 0.02% | 0.02% | 496 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 1,872 | 272 | 0.03% | 0.03% | 497 | -364 | -16.28% | Q1 2026 | Apr 08, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 1,870 | 272 | 0.07% | 0.08% | 499 | -10 | -0.53% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 1,866 | 272 | 0.03% | 0.03% | 498 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Added to | 1,862 | 271 | 0.0% | 0.0% | 500 | +717 | 62.62% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,854 | 270 | 0.03% | 0.03% | 501 | +5 | 0.27% | Q1 2026 | May 05, 2026 |
| Elm Partners Management LLC | History | New | 1,896 | 268 | 0.01% | — | 502 | +1,896 | New | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 1,821 | 265 | 0.02% | 0.01% | 503 | +127 | 7.5% | Q1 2026 | Apr 09, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 1,806 | 263 | 0.13% | 0.13% | 504 | +40 | 2.27% | Q1 2026 | May 14, 2026 |
| Athena Investment Management | History | No change | 1,800 | 262 | 0.14% | 0.13% | 505 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 1,782 | 259 | 0.06% | 0.05% | 506 | +346 | 24.09% | Q1 2026 | Apr 24, 2026 |
| BCO Wealth Management LLC | History | No change | 1,774 | 258 | 0.15% | 0.16% | 507 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vident Advisory, LLC | History | New | 1,740 | 253 | 0.0% | — | 511 | +1,740 | New | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 1,736 | 253 | 0.03% | 0.02% | 510 | +229 | 15.2% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,771 | 253 | 0.02% | 0.02% | 508 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,742 | 253 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 1,732 | 252 | 0.12% | 0.12% | 512 | +3 | 0.17% | Q1 2026 | Apr 08, 2026 |
| Avant Financial Advisors LLC | History | No change | 1,730 | 252 | 0.18% | 0.18% | 513 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Newport Capital Group, LLC | History | No change | 1,704 | 248 | 0.15% | 0.15% | 514 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financially in Tune, LLC | History | Reduced | 1,657 | 241 | 0.21% | 0.24% | 516 | -175 | -9.55% | Q1 2026 | Apr 22, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 1,656 | 241 | 0.13% | 0.15% | 515 | -136 | -7.59% | Q1 2026 | May 01, 2026 |
| Sepio Capital, LP | History | Added to | 1,650 | 240 | 0.01% | 0.01% | 517 | +195 | 13.4% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 1,608 | 238 | 0.0% | 0.0% | 519 | -16 | -0.99% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | Reduced | 1,636 | 238 | 0.04% | 0.04% | 518 | -4 | -0.24% | Q1 2026 | Apr 24, 2026 |
| BENJAMIN EDWARDS INC | History | New | 1,629 | 237 | 0.0% | — | 521 | +1,629 | New | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | No change | 1,626 | 237 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,588 | 231 | 0.0% | 0.0% | 522 | -135 | -7.84% | Q1 2026 | Apr 22, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 1,573 | 229 | 0.03% | 0.05% | 523 | -481 | -23.42% | Q1 2026 | Apr 14, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 1,572 | 229 | 0.1% | 0.12% | 524 | -324 | -17.09% | Q1 2026 | May 01, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,577 | 229 | 0.05% | 0.05% | 526 | -1 | -0.06% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 1,603 | 229 | 0.04% | 0.04% | 525 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1,562 | 227 | 0.03% | 0.03% | 527 | -30 | -1.88% | Q1 2026 | Apr 23, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 1,551 | 226 | 0.2% | 0.27% | 528 | -1,064 | -40.69% | Q1 2026 | Apr 24, 2026 |
| Single Point Partners, LLC | History | No change | 1,548 | 225 | 0.04% | 0.04% | 529 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,540 | 224 | 0.0% | 0.0% | 530 | +374 | 32.08% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 1,534 | 223 | 0.0% | — | 531 | +1,534 | New | Q1 2026 | Apr 15, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 1,533 | 223 | 0.01% | — | 532 | +1,533 | New | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 1,504 | 219 | 0.0% | 0.0% | 533 | -323 | -17.68% | Q1 2026 | Apr 14, 2026 |
| PUREfi Wealth, LLC | History | No change | 1,505 | 219 | 0.14% | 0.16% | 534 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE GROUP LLC | History | New | 1,494 | 217 | 0.01% | — | 535 | +1,494 | New | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 1,482 | 216 | 0.01% | 0.1% | 536 | -19,474 | -92.93% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,476 | 215 | 0.0% | — | 538 | +1,476 | New | Q1 2026 | May 12, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 1,479 | 215 | 0.04% | 0.05% | 537 | -4 | -0.27% | Q1 2026 | May 01, 2026 |
| ELLERSON GROUP INC /ADV | History | No change | 1,468 | 214 | 0.14% | 0.14% | 539 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,457 | 212 | 0.01% | 0.03% | 541 | -1,891 | -56.48% | Q1 2026 | Apr 17, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 1,459 | 212 | 0.02% | 0.02% | 540 | +33 | 2.31% | Q1 2026 | Apr 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 1,452 | 211 | 0.07% | — | 544 | +1,452 | New | Q1 2026 | Apr 08, 2026 |
| Ellis Investment Partners, LLC | History | New | 1,448 | 211 | 0.04% | — | 543 | +1,448 | New | Q1 2026 | May 12, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 1,454 | 211 | 0.05% | 0.06% | 542 | -77 | -5.03% | Q1 2026 | May 11, 2026 |
| GFS Advisors, LLC | History | Reduced | 8,970 | 210 | 0.03% | 0.48% | 545 | -19,092 | -68.04% | Q1 2026 | Apr 30, 2026 |
| May Hill Capital, LLC | History | Reduced | 1,445 | 210 | 0.05% | 0.06% | 546 | -71 | -4.68% | Q1 2026 | May 06, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 1,429 | 208 | 0.06% | 0.06% | 547 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Clark Asset Management, LLC | History | No change | 1,422 | 207 | 0.02% | 0.02% | 548 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| North Capital, Inc. | History | No change | 1,426 | 207 | 0.18% | 0.18% | 549 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,410 | 205 | 0.0% | 0.0% | 550 | -7 | -0.49% | Q1 2026 | May 07, 2026 |
| Everstar Asset Management, LLC | History | New | 1,390 | 202 | 0.11% | — | 552 | +1,390 | New | Q1 2026 | Apr 16, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 1,249 | 202 | 0.0% | 0.0% | 551 | -81 | -6.09% | Q1 2026 | May 11, 2026 |
| City State Bank | History | No change | 1,381 | 201 | 0.05% | 0.05% | 553 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | New | 1,374 | 200 | 0.01% | — | 554 | +1,374 | New | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,345 | 196 | 0.06% | 0.0% | 555 | +1,310 | 3742.86% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,176 | 184 | 0.0% | 0.0% | 556 | -1,150 | -49.44% | Q1 2026 | May 06, 2026 |
| Operose Advisors LLC | History | Reduced | 1,253 | 182 | 0.04% | 0.05% | 557 | -274 | -17.94% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,231 | 179 | 0.0% | 0.0% | 558 | -115 | -8.54% | Q1 2026 | Apr 17, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 1,209 | 176 | 0.1% | 0.1% | 559 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 1,220 | 174 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,187 | 173 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,108 | 161 | 0.0% | 0.0% | 562 | +1,047 | 1716.39% | Q1 2026 | May 01, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,084 | 158 | 0.0% | 0.0% | 563 | -1,965 | -64.45% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 1,046 | 152 | 0.01% | 0.01% | 564 | -560 | -34.87% | Q1 2026 | May 19, 2026 |
| Smithfield Trust Co | History | No change | 1,021 | 148 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 1,011 | 147 | 0.02% | 0.03% | 566 | -535 | -34.61% | Q1 2026 | Apr 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 999 | 146 | 0.0% | 0.0% | 567 | +849 | 566.0% | Q1 2026 | May 01, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 970 | 141 | 0.06% | 0.09% | 568 | -500 | -34.01% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 956 | 139 | 0.0% | — | 569 | +956 | New | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 907 | 132 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Align Financial, LLC | History | Reduced | 900 | 131 | 0.07% | 0.07% | 571 | -128,097 | -99.3% | Q1 2026 | May 08, 2026 |
| Fairway Wealth LLC | History | No change | 878 | 127 | 0.03% | 0.03% | 572 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 839 | 122 | 0.01% | 0.01% | 573 | +316 | 60.42% | Q1 2026 | Apr 23, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 832 | 121 | 0.02% | 0.03% | 574 | -134 | -13.87% | Q1 2026 | Apr 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 791 | 115 | 0.0% | 0.0% | 575 | +234 | 42.01% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 752 | 111 | 0.01% | 0.01% | 576 | -71 | -8.63% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | No change | 726 | 105 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 707 | 103 | 0.01% | 0.01% | 578 | -44 | -5.86% | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | Added to | 582 | 84 | 0.0% | 0.0% | 579 | +472 | 429.09% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 563 | 83 | 0.02% | 0.01% | 580 | +246 | 77.6% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 555 | 80 | 0.0% | 0.0% | 581 | -676 | -54.91% | Q1 2026 | Apr 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 515 | 75 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 514 | 74 | 0.02% | 0.03% | 583 | -71 | -12.14% | Q1 2026 | Apr 24, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 500 | 72 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 468 | 68 | 0.01% | 0.01% | 585 | +13 | 2.86% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 433 | 63 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Princeton Global Asset Management LLC | History | No change | 438 | 63 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JDM Financial Group LLC | History | No change | 434 | 63 | 0.02% | 0.02% | 588 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| HOWE & RUSLING INC | History | No change | 426 | 62 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Asset Management, LLC | History | New | 410 | 59 | 0.01% | — | 590 | +410 | New | Q1 2026 | May 06, 2026 |
| WealthCollab, LLC | History | No change | 387 | 56 | 0.02% | 0.02% | 591 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 374 | 54 | 0.0% | 0.0% | 592 | +21 | 5.95% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 350 | 51 | 0.0% | 0.0% | 593 | -87 | -19.91% | Q1 2026 | May 01, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 353 | 51 | 0.04% | 0.04% | 594 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 344 | 50 | 0.01% | 0.1% | 596 | -2,688 | -88.65% | Q1 2026 | Apr 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 346 | 50 | 0.02% | 0.02% | 595 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 304 | 44 | 0.0% | — | 598 | +304 | New | Q1 2026 | Apr 29, 2026 |
| Ancora Advisors LLC | History | No change | 302 | 44 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | No change | 296 | 43 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 265 | 38 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 260 | 37 | 0.0% | 0.0% | 601 | -30 | -10.34% | Q1 2026 | May 15, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 242 | 35 | 0.02% | 0.02% | 604 | +80 | 49.38% | Q1 2026 | Apr 29, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 246 | 35 | 0.02% | 0.02% | 602 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 246 | 35 | 0.01% | 0.01% | 603 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 238 | 34 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Addison Advisors LLC | History | No change | 234 | 34 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 230 | 33 | 0.01% | — | 610 | +230 | New | Q1 2026 | May 06, 2026 |
| United Financial Planning Group LLC | History | Reduced | 228 | 33 | 0.02% | 0.02% | 609 | -16 | -6.56% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 228 | 33 | 0.01% | 0.01% | 607 | +10 | 4.59% | Q1 2026 | Apr 09, 2026 |
| WPG Advisers, LLC | History | No change | 228 | 33 | 0.02% | 0.02% | 608 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 223 | 32 | 0.0% | 0.0% | 611 | -6 | -2.62% | Q1 2026 | Apr 20, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 200 | 31 | 0.04% | 0.08% | 613 | -200 | -50.0% | Q1 2026 | Apr 29, 2026 |
| Strive Financial Group ,LLC | History | No change | 216 | 31 | 0.02% | 0.02% | 612 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | No change | 210 | 30 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 200 | 29 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Accent Capital Management, LLC | History | No change | 200 | 29 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | No change | 200 | 29 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TD Capital Management LLC | History | No change | 198 | 28 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 192 | 27 | 0.0% | 0.0% | 620 | -112 | -36.84% | Q1 2026 | Apr 06, 2026 |
| Sachetta, LLC | History | Added to | 189 | 27 | 0.01% | 0.01% | 621 | +2 | 1.07% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | No change | 187 | 27 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 174 | 25 | 0.0% | 0.0% | 622 | -16 | -8.42% | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | No change | 168 | 24 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | No change | 171 | 24 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 160 | 23 | 0.01% | — | 626 | +160 | New | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | Reduced | 162 | 23 | 0.0% | 0.0% | 625 | -32 | -16.49% | Q1 2026 | May 11, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 152 | 22 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legacy Bridge, LLC | History | No change | 140 | 20 | 0.01% | 0.01% | 628 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 139 | 20 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 130 | 18 | 0.0% | — | 631 | +130 | New | Q1 2026 | Apr 14, 2026 |
| Vanguard National Trust Co | History | New | 128 | 18 | 0.0% | — | 632 | +128 | New | Q1 2026 | May 08, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 125 | 18 | 0.02% | 0.01% | 630 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Synergy Investment Management, LLC | History | New | 116 | 16 | 0.01% | — | 633 | +116 | New | Q1 2026 | May 14, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 108 | 15 | 0.01% | 0.01% | 634 | +30 | 38.46% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 104 | 15 | 0.01% | 0.01% | 635 | +3 | 2.97% | Q1 2026 | May 15, 2026 |
| Burk Holdings LLC | History | New | 99 | 14 | 0.01% | — | 637 | +99 | New | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 98 | 14 | 0.01% | 0.0% | 636 | +82 | 512.5% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 90 | 13 | 0.0% | — | 639 | +90 | New | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 94 | 13 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Corsicana & Co. | History | No change | 105 | 12 | 0.01% | 0.01% | 640 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CURIO WEALTH, LLC | History | No change | 88 | 12 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 86 | 12 | 0.01% | 0.01% | 642 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 80 | 11 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 81 | 11 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 75 | 10 | 0.0% | 0.0% | 645 | -75 | -50.0% | Q1 2026 | May 11, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 74 | 10 | 0.0% | — | 649 | +74 | New | Q1 2026 | May 14, 2026 |
| First Pacific Financial | History | Reduced | 72 | 10 | 0.0% | 0.0% | 648 | -2 | -2.7% | Q1 2026 | Apr 23, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 73 | 10 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Avion Wealth | History | No change | 71 | 10 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 63 | 9 | 0.0% | 0.01% | 653 | -50 | -44.25% | Q1 2026 | May 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 67 | 9 | 0.0% | 0.0% | 651 | -9 | -11.84% | Q1 2026 | Apr 17, 2026 |
| MidFirst Bank | History | Reduced | 65 | 9 | 0.0% | 0.0% | 654 | -7 | -9.72% | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 65 | 9 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 62 | 9 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WFA of San Diego, LLC | History | No change | 60 | 8 | 0.01% | 0.01% | 655 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Peterson Wealth Services | History | No change | 60 | 8 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 60 | 8 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | Reduced | 52 | 7 | 0.0% | 0.01% | 659 | -92 | -63.89% | Q1 2026 | May 07, 2026 |
| Key Capital Management, INC | History | New | 53 | 7 | 0.0% | — | 660 | +53 | New | Q1 2026 | May 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 50 | 7 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 44 | 6 | 0.05% | 0.18% | 665 | -219 | -83.27% | Q1 2026 | May 13, 2026 |
| Valued Wealth Advisors LLC | History | New | 44 | 6 | 0.0% | — | 667 | +44 | New | Q1 2026 | Apr 30, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 44 | 6 | 0.0% | 0.0% | 662 | +29 | 193.33% | Q1 2026 | May 18, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 42 | 6 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | No change | 46 | 6 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 44 | 6 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Networth Advisors, LLC | History | No change | 44 | 6 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 38 | 5 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CGC Financial Services, LLC | History | No change | 35 | 5 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 36 | 5 | 0.01% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | New | 29 | 4 | 0.0% | — | 673 | +29 | New | Q1 2026 | May 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 28 | 4 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Winthrop Capital Management, LLC | History | No change | 26 | 4 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 21 | 3 | 0.0% | — | 681 | +21 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 24 | 3 | 0.0% | 0.0% | 675 | -19 | -44.19% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 25 | 3 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | No change | 24 | 3 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aspect Partners, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| New Republic Capital, LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 22 | 3 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 21 | 3 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 16 | 2 | 0.0% | 0.0% | 690 | -8 | -33.33% | Q1 2026 | May 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 14 | 2 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bangor Savings Bank | History | No change | 19 | 2 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Balentine LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Anfield Capital Management, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 15 | 2 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15 | 2 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quent Capital, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 689 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clark Wealth Partners | History | New | 13 | 1 | 0.0% | — | 697 | +13 | New | Q1 2026 | May 11, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 7 | 1 | 0.0% | 0.0% | 692 | -9 | -56.25% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 8 | 1 | 0.0% | — | 696 | +8 | New | Q1 2026 | Apr 28, 2026 |
| McIlrath & Eck, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Aventura Private Wealth, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beacon Financial Strategies CORP | History | No change | 8 | 1 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 6.4% | — | -78,498 | -100.0% | Q1 2026 | May 14, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.13% | — | -10,288 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,783 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,124 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,970 | -100.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,402 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,762 | -100.0% | Q1 2026 | May 20, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,343 | -100.0% | Q1 2026 | May 07, 2026 |
| Sound Financial Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -4,998 | -100.0% | Q1 2026 | May 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,490 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,272 | -100.0% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,027 | -100.0% | Q1 2026 | May 11, 2026 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,952 | -100.0% | Q1 2026 | May 08, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.04% | — | -1,866 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,558 | -100.0% | Q1 2026 | May 06, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,542 | -100.0% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,504 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Plancorp, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,437 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,401 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -221 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 21, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 04, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 07, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TSFG, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |