VANGUARD MALVERN FUNDS - VTIP
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 17,789,030 | 888,562 | 0.24% | 0.25% | 1 | -701,306 | -3.79% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,678,894 | 583,360 | 0.07% | 0.06% | 2 | +1,312,057 | 12.66% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 7,073,953 | 353,343 | 4.2% | 4.09% | 3 | +357,681 | 5.33% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 5,826,114 | 291,014 | 0.02% | 0.01% | 4 | +927,097 | 18.92% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 5,727,635 | 286,111 | 0.26% | 0.47% | 5 | -3,991,379 | -41.07% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 5,447,681 | 272,111 | 4.34% | 4.57% | 6 | -197,980 | -3.51% | Q1 2026 | Jun 23, 2026 |
| FMR LLC | History | Reduced | 4,942,565 | 246,881 | 0.01% | 0.01% | 7 | -149,290 | -2.93% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,890,809 | 244,295 | 4.22% | 4.1% | 8 | +237,357 | 5.1% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 4,855,031 | 242,508 | 0.53% | 0.4% | 9 | +1,221,608 | 33.62% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 4,602,849 | 229,912 | 0.26% | 0.24% | 10 | +348,132 | 8.18% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,455,868 | 222,570 | 1.75% | 1.65% | 11 | +264,405 | 6.31% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,324,817 | 216,024 | 0.06% | 0.06% | 12 | +477,292 | 12.41% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,180,880 | 208,834 | 2.1% | 0.67% | 13 | +3,079,762 | 279.69% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,797,614 | 189,690 | 0.01% | 0.01% | 14 | +100,783 | 2.73% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 3,505,501 | 175,099 | 0.85% | 1.01% | 15 | -89,361 | -2.49% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,847,124 | 142,213 | 0.15% | 0.15% | 16 | +120,406 | 4.42% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,466,492 | 123,201 | 0.02% | 0.02% | 17 | +332,233 | 15.57% | Q1 2026 | Jul 08, 2026 |
| Klingman & Associates, LLC | History | Added to | 2,425,416 | 121,149 | 5.8% | 4.98% | 18 | +338,106 | 16.2% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,312,674 | 115,518 | 2.07% | 1.72% | 19 | +447,353 | 23.98% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 2,100,623 | 104,926 | 2.68% | 2.61% | 20 | +61,816 | 3.03% | Q1 2026 | May 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 1,852,424 | 92,528 | 16.68% | 16.46% | 21 | +30,947 | 1.7% | Q1 2026 | May 15, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 1,709,627 | 85,395 | 15.07% | 15.87% | 22 | +53,759 | 3.25% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,685,046 | 84,168 | 5.08% | 4.76% | 23 | +111,656 | 7.1% | Q1 2026 | May 12, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,520,921 | 75,970 | 4.27% | 3.65% | 24 | +144,907 | 10.53% | Q1 2026 | Apr 29, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 1,487,047 | 74,277 | 2.28% | 1.94% | 25 | +303,306 | 25.62% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,478,677 | 73,859 | 0.08% | 0.08% | 26 | +1 | 0.0% | Q1 2026 | May 08, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 1,471,015 | 73,477 | 4.54% | 4.36% | 27 | +18,389 | 1.27% | Q1 2026 | Apr 29, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 1,468,510 | 73,352 | 3.49% | 1.9% | 28 | +639,362 | 77.11% | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Reduced | 1,465,040 | 73,179 | 0.14% | 0.15% | 29 | -90,355 | -5.81% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 1,347,765 | 67,290 | 0.43% | — | 30 | +1,347,765 | New | Q1 2026 | Jun 15, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,333,111 | 66,588 | 3.75% | 1.86% | 31 | +629,709 | 89.52% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,179,891 | 58,935 | 0.01% | 0.01% | 32 | -14,569 | -1.22% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,102,937 | 55,091 | 0.03% | 0.03% | 33 | +71,015 | 6.88% | Q1 2026 | May 07, 2026 |
| Garde Capital, Inc. | History | Added to | 1,100,702 | 54,980 | 3.29% | 2.71% | 34 | +177,108 | 19.18% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 1,092,047 | 54,547 | 0.06% | 0.05% | 35 | +185,838 | 20.51% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 1,090,267 | 54,458 | 0.01% | 0.01% | 36 | +49,050 | 4.71% | Q1 2026 | May 05, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,048,449 | 52,370 | 0.82% | 0.79% | 37 | +128,447 | 13.96% | Q1 2026 | May 04, 2026 |
| ALTFEST L J & CO INC | History | Added to | 1,004,638 | 50,181 | 5.37% | 3.38% | 38 | +380,152 | 60.87% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Reduced | 956,747 | 47,789 | 0.1% | 0.1% | 39 | -70,841 | -6.89% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 930,673 | 46,488 | 0.07% | 0.07% | 40 | +22,131 | 2.44% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 892,213 | 44,557 | 0.0% | 0.09% | 41 | -29,238,152 | -97.04% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 856,145 | 42,764 | 0.04% | 0.01% | 42 | +564,036 | 193.09% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 799,165 | 39,918 | 0.01% | 0.01% | 43 | -158,879 | -16.58% | Q1 2026 | May 05, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 783,398 | 39,130 | 7.73% | 7.35% | 44 | +73,440 | 10.34% | Q1 2026 | Apr 14, 2026 |
| Penserra Capital Management LLC | History | New | 774,292 | 38,675 | 0.45% | — | 45 | +774,292 | New | Q1 2026 | May 11, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 750,511 | 37,488 | 5.9% | 5.33% | 46 | +69,994 | 10.29% | Q1 2026 | Apr 21, 2026 |
| Efficient Advisors, LLC | History | Added to | 738,954 | 36,910 | 2.62% | 2.06% | 47 | +25,780 | 3.61% | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 732,514 | 36,230 | 1.51% | 1.51% | 48 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 717,241 | 35,826 | 6.2% | 6.1% | 49 | +35,653 | 5.23% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 711,469 | 35,537 | 0.01% | 0.01% | 50 | -82,067 | -10.34% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 706,033 | 35,266 | 0.05% | 0.05% | 51 | +61,456 | 9.53% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 705,949 | 35,262 | 4.39% | 3.77% | 52 | +148,345 | 26.6% | Q1 2026 | Apr 21, 2026 |
| Financial Plan, Inc. | History | Added to | 680,491 | 33,990 | 3.64% | 3.36% | 53 | +88,107 | 14.87% | Q1 2026 | Apr 24, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 656,298 | 32,782 | 0.57% | 0.36% | 54 | +222,344 | 51.24% | Q1 2026 | May 11, 2026 |
| Marotta Asset Management | History | Reduced | 656,176 | 32,723 | 6.03% | 6.02% | 55 | -801 | -0.12% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 628,807 | 31,408 | 20.4% | 19.88% | 56 | +5,680 | 0.91% | Q1 2026 | Apr 29, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 620,201 | 30,929 | 11.4% | 13.39% | 57 | -58,324 | -8.6% | Q1 2026 | Apr 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 608,256 | 30,382 | 1.22% | 1.15% | 58 | +28,971 | 5.0% | Q1 2026 | Apr 28, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 590,921 | 29,516 | 4.2% | 3.28% | 59 | +127,450 | 27.5% | Q1 2026 | Apr 15, 2026 |
| Adventist Health System/ West | History | Reduced | 572,974 | 28,620 | 5.08% | 6.37% | 60 | -193,036 | -25.2% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 571,882 | 28,565 | 0.04% | 0.04% | 61 | -97,267 | -14.54% | Q1 2026 | May 15, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 566,241 | 28,283 | 15.35% | 14.31% | 62 | +55,843 | 10.94% | Q1 2026 | Apr 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 546,717 | 27,308 | 4.1% | 3.87% | 63 | +48,980 | 9.84% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 542,851 | 27,116 | 0.0% | 0.01% | 64 | -80,141 | -12.86% | Q1 2026 | May 15, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 522,141 | 26,080 | 3.61% | — | 65 | +522,141 | New | Q1 2026 | Jun 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 512,651 | 25,593 | 0.01% | 0.01% | 66 | +23,020 | 4.7% | Q1 2026 | Jul 17, 2026 |
| Fiduciary Planning LLC | History | Added to | 506,084 | 25,278 | 7.63% | 7.54% | 67 | +3,585 | 0.71% | Q1 2026 | Apr 27, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 505,851 | 25,252 | 1.77% | 1.64% | 68 | +68,105 | 15.56% | Q1 2026 | Apr 24, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 501,985 | 25,074 | 2.37% | 2.25% | 69 | +16,439 | 3.39% | Q1 2026 | Apr 17, 2026 |
| University of Illinois Foundation | History | New | 500,168 | 24,983 | 5.13% | — | 70 | +500,168 | New | Q1 2026 | May 13, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 497,026 | 24,826 | 7.25% | 5.68% | 71 | +86,616 | 21.1% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 442,387 | 22,097 | 0.03% | 0.03% | 72 | +56,740 | 14.71% | Q1 2026 | Apr 27, 2026 |
| Addison Advisors LLC | History | Added to | 432,060 | 21,581 | 4.77% | 4.51% | 73 | +26,410 | 6.51% | Q1 2026 | May 08, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 423,463 | 21,151 | 16.69% | 15.42% | 74 | +25,134 | 6.31% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 420,154 | 20,986 | 0.11% | 0.0% | 75 | +406,992 | 3092.17% | Q1 2026 | May 13, 2026 |
| ProVise Management Group, LLC | History | Added to | 416,335 | 20,795 | 1.5% | 1.45% | 76 | +3,338 | 0.81% | Q1 2026 | May 06, 2026 |
| Brickley Wealth Management | History | Added to | 408,487 | 20,403 | 3.5% | 3.38% | 77 | +3,524 | 0.87% | Q1 2026 | May 04, 2026 |
| NKCFO LLC | History | Added to | 405,450 | 20,252 | 6.0% | 5.17% | 78 | +43,750 | 12.1% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | Added to | 1,104,084 | 20,172 | 5.32% | 5.48% | 79 | +117 | 0.01% | Q1 2026 | Apr 23, 2026 |
| MAYPORT, LLC | History | Added to | 396,348 | 19,797 | 3.68% | 3.31% | 80 | +63,924 | 19.23% | Q1 2026 | Apr 21, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 395,601 | 19,760 | 7.78% | 8.22% | 81 | -29,831 | -7.01% | Q1 2026 | Apr 23, 2026 |
| Portland Global Advisors LLC | History | Added to | 387,498 | 19,355 | 2.06% | 2.02% | 82 | +7,540 | 1.98% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 387,222 | 19,341 | 0.35% | 0.29% | 83 | +59,675 | 18.22% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 384,241 | 19,192 | 0.03% | 0.01% | 84 | +240,837 | 167.94% | Q1 2026 | May 15, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 383,074 | 19,134 | 7.7% | 7.82% | 85 | +862 | 0.23% | Q1 2026 | Apr 07, 2026 |
| SWAN Capital LLC | History | Added to | 382,363 | 19,099 | 7.02% | 5.0% | 86 | +122,258 | 47.0% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 379,888 | 19,055 | 0.28% | 0.39% | 87 | -23,344 | -5.79% | Q1 2026 | Apr 20, 2026 |
| Burton Enright Welch | History | Added to | 366,971 | 18,330 | 2.49% | 2.41% | 88 | +21,463 | 6.21% | Q1 2026 | May 01, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 366,902 | 18,326 | 3.22% | 3.18% | 89 | +23,039 | 6.7% | Q1 2026 | Apr 09, 2026 |
| Nova R Wealth, Inc. | History | Added to | 365,519 | 18,257 | 5.83% | 6.12% | 90 | +26,151 | 7.71% | Q1 2026 | Apr 17, 2026 |
| Prosperity Planning, Inc. | History | Added to | 357,451 | 17,854 | 4.52% | 4.35% | 91 | +21,050 | 6.26% | Q1 2026 | Apr 10, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 352,966 | 17,630 | 4.99% | 4.49% | 92 | -228,925 | -39.34% | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 348,731 | 17,419 | 0.48% | 0.44% | 93 | +27,561 | 8.58% | Q1 2026 | Apr 23, 2026 |
| Emprise Bank | History | Reduced | 348,233 | 17,394 | 6.98% | 7.24% | 94 | -4,101 | -1.16% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 344,513 | 17,180 | 0.16% | 0.11% | 95 | +137,124 | 66.12% | Q1 2026 | Apr 07, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 342,077 | 17,086 | 0.05% | 0.05% | 96 | +11,710 | 3.54% | Q1 2026 | May 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 340,621 | 17,014 | 1.95% | 2.04% | 97 | -17,284 | -4.83% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 340,246 | 16,995 | 0.02% | 0.01% | 98 | +3,409 | 1.01% | Q1 2026 | May 12, 2026 |
| Glenview Trust Co | History | Added to | 339,452 | 16,955 | 0.27% | 0.2% | 99 | +81,255 | 31.47% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 333,950 | 16,680 | 0.05% | 0.04% | 100 | -22,566 | -6.33% | Q1 2026 | May 04, 2026 |
| Guild Investment Management, Inc. | History | Added to | 331,890 | 16,577 | 11.84% | 6.03% | 101 | +167,335 | 101.69% | Q1 2026 | Apr 20, 2026 |
| North Star Investment Management Corp. | History | Added to | 330,205 | 16,493 | 1.0% | 1.02% | 102 | +1,487 | 0.45% | Q1 2026 | Apr 23, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 326,784 | 16,355 | 1.47% | 1.44% | 103 | +19,543 | 6.36% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 325,004 | 16,233 | 0.03% | 0.01% | 104 | +254,333 | 359.88% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 321,919 | 16,079 | 0.08% | 0.13% | 105 | -200,502 | -38.38% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 319,415 | 15,954 | 1.95% | 1.77% | 106 | +36,177 | 12.77% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 313,504 | 15,660 | 0.04% | 0.03% | 107 | +67,062 | 27.21% | Q1 2026 | Apr 30, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 308,937 | 15,431 | 1.98% | 1.98% | 108 | -296 | -0.1% | Q1 2026 | May 04, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 307,769 | 15,373 | 8.73% | 8.09% | 109 | +25,619 | 9.08% | Q1 2026 | Apr 06, 2026 |
| LPWM LLC | History | Added to | 305,716 | 15,270 | 3.85% | 3.44% | 110 | +29,905 | 10.84% | Q1 2026 | Apr 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 304,638 | 15,216 | 1.03% | 1.35% | 111 | -91,891 | -23.17% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 304,473 | 15,208 | 0.07% | 0.05% | 112 | +65,100 | 27.2% | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 301,326 | 15,051 | 1.0% | 0.89% | 113 | +18,057 | 6.37% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 294,968 | 14,733 | 0.29% | 0.27% | 114 | +4,292 | 1.48% | Q1 2026 | May 01, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 291,639 | 14,567 | 7.78% | 7.42% | 115 | +22,844 | 8.5% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 289,862 | 14,478 | 0.0% | 0.0% | 116 | +276,662 | 2095.92% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 284,482 | 14,266 | 1.28% | 1.26% | 117 | +7,007 | 2.53% | Q1 2026 | Apr 20, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 282,834 | 14,127 | 1.7% | 1.69% | 118 | +14,080 | 5.24% | Q1 2026 | Apr 24, 2026 |
| Goodman Financial Corp | History | New | 281,275 | 14,049 | 2.41% | — | 119 | +281,275 | New | Q1 2026 | May 06, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 269,145 | 13,443 | 2.96% | 2.74% | 120 | +23,437 | 9.54% | Q1 2026 | Apr 14, 2026 |
| Baron Financial Group, LLC | History | Added to | 264,090 | 13,191 | 7.11% | 6.8% | 121 | +7,580 | 2.96% | Q1 2026 | Apr 09, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 261,610 | 13,067 | 1.4% | 1.59% | 122 | -33,516 | -11.36% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 258,409 | 12,907 | 0.5% | 0.28% | 123 | +104,991 | 68.43% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 255,610 | 12,763 | 0.66% | 0.61% | 124 | +18,101 | 7.62% | Q1 2026 | May 15, 2026 |
| Vertrix Wealth Management, LLC | History | New | 249,354 | 12,455 | 4.59% | — | 125 | +249,354 | New | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 245,265 | 12,251 | 0.06% | 0.15% | 126 | -185,668 | -43.09% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 242,942 | 12,134 | 0.01% | 0.01% | 127 | -9,145 | -3.63% | Q1 2026 | May 13, 2026 |
| SB Capital Management Inc | History | No change | 242,590 | 11,998 | 4.4% | 4.4% | 128 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 238,754 | 11,925 | 3.05% | 2.84% | 129 | +21,131 | 9.71% | Q1 2026 | Apr 17, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 238,449 | 11,910 | 1.86% | 1.47% | 130 | +54,968 | 29.96% | Q1 2026 | Apr 13, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 235,108 | 11,743 | 3.23% | 3.03% | 131 | +5,132 | 2.23% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 232,271 | 11,601 | 0.01% | 0.01% | 132 | -1,514 | -0.65% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | New | 227,808 | 11,379 | 0.14% | — | 133 | +227,808 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 225,879 | 11,282 | 1.26% | 1.24% | 134 | +1,247 | 0.56% | Q1 2026 | May 05, 2026 |
| Ethos Financial Group, LLC | History | Added to | 222,456 | 11,111 | 0.81% | 0.77% | 135 | +12,586 | 6.0% | Q1 2026 | May 05, 2026 |
| FIDELIS iM, LLC | History | Added to | 220,228 | 11,000 | 4.16% | 3.69% | 136 | +27,976 | 14.55% | Q1 2026 | Apr 29, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 218,355 | 10,906 | 1.86% | 1.79% | 137 | +13,116 | 6.39% | Q1 2026 | Apr 15, 2026 |
| Opes Wealth Management LLC | History | Added to | 218,070 | 10,892 | 1.79% | 1.58% | 138 | +22,040 | 11.24% | Q1 2026 | Apr 28, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 217,973 | 10,887 | 1.07% | 1.03% | 139 | -9,866 | -4.33% | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Reduced | 216,131 | 10,795 | 0.23% | 0.28% | 140 | -20,627 | -8.71% | Q1 2026 | May 04, 2026 |
| Frisco Financial Planning LLC | History | Added to | 215,692 | 10,773 | 8.89% | 8.27% | 141 | +15,585 | 7.79% | Q1 2026 | May 12, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 214,673 | 10,723 | 4.0% | 3.77% | 142 | +11,599 | 5.71% | Q1 2026 | Apr 13, 2026 |
| Sepio Capital, LP | History | Added to | 211,095 | 10,544 | 0.57% | 0.46% | 143 | +40,180 | 23.51% | Q1 2026 | May 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 209,421 | 10,460 | 3.94% | 3.84% | 144 | +6,548 | 3.23% | Q1 2026 | May 11, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 208,699 | 10,424 | 1.11% | 1.12% | 145 | -717 | -0.34% | Q1 2026 | May 06, 2026 |
| LifeWealth Investments, LLC | History | Added to | 207,963 | 10,387 | 3.1% | 2.79% | 146 | +29,760 | 16.7% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Added to | 206,066 | 10,292 | 0.12% | 0.03% | 147 | +151,411 | 277.03% | Q1 2026 | May 05, 2026 |
| Aurelius Family Office LLC | History | Added to | 203,294 | 10,154 | 4.42% | 4.19% | 148 | +6,544 | 3.33% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 202,877 | 10,133 | 0.15% | 0.15% | 149 | +8,026 | 4.12% | Q1 2026 | May 13, 2026 |
| Summit Portfolio Management, LTD. | History | New | 200,799 | 10,029 | 6.45% | — | 150 | +200,799 | New | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 197,600 | 9,870 | 0.2% | 0.19% | 151 | +12,510 | 6.76% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Added to | 197,088 | 9,844 | 0.92% | 0.9% | 152 | +2,741 | 1.41% | Q1 2026 | Apr 13, 2026 |
| Factor Wealth Management LTD | History | Added to | 191,038 | 9,542 | 1.79% | 0.26% | 153 | +167,080 | 697.39% | Q1 2026 | Apr 20, 2026 |
| Blueprint Investment Partners LLC | History | New | 190,850 | 9,532 | 0.97% | — | 154 | +190,850 | New | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 189,272 | 9,454 | 2.0% | 1.84% | 155 | +13,231 | 7.52% | Q1 2026 | May 05, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 188,785 | 9,429 | 1.64% | 1.47% | 156 | +16,822 | 9.78% | Q1 2026 | Apr 17, 2026 |
| Summit Global Investments | History | Added to | 188,528 | 9,417 | 0.56% | 0.15% | 157 | +136,624 | 263.22% | Q1 2026 | May 07, 2026 |
| SimpliFi, Inc. | History | Added to | 188,484 | 9,414 | 3.95% | 3.89% | 158 | +2,445 | 1.31% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 188,006 | 9,390 | 0.04% | 0.02% | 159 | +83,459 | 79.83% | Q1 2026 | Apr 30, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 187,643 | 9,372 | 2.09% | 2.04% | 160 | +4,068 | 2.22% | Q1 2026 | Apr 23, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 181,791 | 9,080 | 2.56% | 2.38% | 161 | +4,119 | 2.32% | Q1 2026 | Apr 15, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 180,545 | 9,018 | 4.2% | 4.21% | 162 | +10,251 | 6.02% | Q1 2026 | Apr 09, 2026 |
| NVWM, LLC | History | Reduced | 179,178 | 8,949 | 1.99% | 2.15% | 163 | -20,670 | -10.34% | Q1 2026 | Apr 27, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 178,818 | 8,931 | 2.8% | 2.81% | 164 | -869 | -0.48% | Q1 2026 | Apr 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 178,706 | 8,926 | 0.07% | 0.02% | 165 | +116,312 | 186.42% | Q1 2026 | Apr 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 178,403 | 8,911 | 0.72% | 0.62% | 166 | +14,991 | 9.17% | Q1 2026 | Apr 10, 2026 |
| Finhabits Advisors LLC | History | Added to | 177,961 | 8,889 | 8.2% | 8.25% | 167 | +175 | 0.1% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 176,528 | 8,817 | 0.07% | 0.11% | 168 | -5,362 | -2.95% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 176,381 | 8,810 | 2.8% | 2.77% | 169 | -2,918 | -1.63% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 176,195 | 8,800 | 0.02% | 0.02% | 170 | -5,439 | -2.99% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 175,370 | 8,759 | 4.09% | 3.79% | 171 | +13,006 | 8.01% | Q1 2026 | May 14, 2026 |
| Wright Wealth LLC | History | Added to | 173,510 | 8,666 | 5.8% | 5.34% | 172 | +7,890 | 4.76% | Q1 2026 | May 15, 2026 |
| Bulwark Capital Corp | History | Reduced | 173,006 | 8,641 | 5.33% | 6.76% | 173 | -19,284 | -10.03% | Q1 2026 | Apr 07, 2026 |
| PFG Advisors | History | Added to | 172,373 | 8,610 | 0.42% | 0.01% | 174 | +168,044 | 3881.82% | Q1 2026 | May 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 171,634 | 8,573 | 0.89% | 0.87% | 175 | +6,335 | 3.83% | Q1 2026 | Apr 08, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 169,803 | 8,481 | 1.18% | 0.91% | 176 | +37,891 | 28.72% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 169,428 | 8,462 | 0.41% | 0.47% | 177 | -21,708 | -11.36% | Q1 2026 | May 04, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 169,200 | 8,451 | 8.18% | 6.92% | 178 | -586 | -0.35% | Q1 2026 | May 12, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 167,794 | 8,381 | 7.31% | 7.89% | 179 | -1,858 | -1.1% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 166,479 | 8,315 | 0.04% | 0.04% | 180 | +5,297 | 3.29% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 343,298 | 8,238 | 0.05% | 0.12% | 181 | -7,726 | -2.2% | Q1 2026 | May 15, 2026 |
| Robinswood Financial LLC | History | Added to | 164,168 | 8,200 | 2.58% | 2.17% | 182 | +26,843 | 19.55% | Q1 2026 | Jul 13, 2026 |
| Allworth Financial LP | History | Reduced | 163,526 | 8,168 | 0.03% | 0.03% | 183 | -6,725 | -3.95% | Q1 2026 | May 14, 2026 |
| TrueWealth Financial Partners | History | New | 161,930 | 8,088 | 3.22% | — | 184 | +161,930 | New | Q1 2026 | May 20, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 161,880 | 8,085 | 2.1% | 1.96% | 185 | +8,497 | 5.54% | Q1 2026 | Apr 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 161,104 | 8,047 | 4.53% | 4.39% | 186 | +2,483 | 1.57% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 158,820 | 7,933 | 0.03% | 0.04% | 187 | -51,382 | -24.44% | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 158,199 | 7,902 | 0.9% | 0.78% | 188 | +17,171 | 12.18% | Q1 2026 | May 11, 2026 |
| XY Planning Network, Inc. | History | Added to | 157,714 | 7,865 | 1.26% | 1.23% | 189 | +14,614 | 10.21% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 157,042 | 7,844 | 0.04% | 0.03% | 190 | +257 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Family CFO Inc | History | Reduced | 156,099 | 7,797 | 3.49% | 3.49% | 191 | -1,828 | -1.16% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 154,798 | 7,732 | 0.1% | 0.14% | 192 | -48,259 | -23.77% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | Reduced | 154,689 | 7,726 | 0.48% | 0.48% | 193 | -3,953 | -2.49% | Q1 2026 | May 08, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 152,291 | 7,606 | 2.6% | 2.39% | 194 | +18,375 | 13.72% | Q1 2026 | Apr 14, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 151,881 | 7,586 | 2.47% | 2.37% | 195 | +8,131 | 5.66% | Q1 2026 | May 08, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 150,779 | 7,531 | 3.21% | 2.57% | 196 | +23,410 | 18.38% | Q1 2026 | May 08, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 151,299 | 7,483 | 2.19% | 2.19% | 197 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Point Nemo Capital, LLC | History | Added to | 147,848 | 7,385 | 4.87% | 2.6% | 198 | +94,788 | 178.64% | Q1 2026 | May 15, 2026 |
| Spartan Planning & Wealth Management | History | New | 146,754 | 7,330 | 5.42% | — | 199 | +146,754 | New | Q1 2026 | Apr 16, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 146,386 | 7,312 | 7.98% | 7.95% | 200 | +8,333 | 6.04% | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 145,493 | 7,267 | 0.08% | — | 201 | +145,493 | New | Q1 2026 | May 13, 2026 |
| Plum Street Advisors, LLC | History | Added to | 142,235 | 7,104 | 2.46% | 2.23% | 202 | +15,885 | 12.57% | Q1 2026 | May 14, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 138,963 | 6,941 | 3.03% | 3.83% | 203 | -24,906 | -15.2% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 138,082 | 6,897 | 0.16% | 0.01% | 204 | +127,052 | 1151.88% | Q1 2026 | May 11, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 132,822 | 6,634 | 0.59% | — | 205 | +132,822 | New | Q1 2026 | May 01, 2026 |
| Peirce Capital Management, LLC | History | Added to | 131,961 | 6,591 | 2.58% | 2.47% | 206 | +6,543 | 5.22% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 130,911 | 6,539 | 0.0% | 0.0% | 207 | +128,607 | 5581.9% | Q1 2026 | May 13, 2026 |
| Global Wealth Management, LLC | History | New | 130,880 | 6,537 | 3.56% | — | 208 | +130,880 | New | Q1 2026 | Apr 16, 2026 |
| Banco Santander, S.A. | History | No change | 130,387 | 6,512 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 129,252 | 6,456 | 1.94% | 1.91% | 210 | +4,037 | 3.22% | Q1 2026 | Apr 29, 2026 |
| Secure Asset Management, LLC | History | Added to | 128,278 | 6,407 | 1.01% | 0.6% | 211 | +51,016 | 66.03% | Q1 2026 | Apr 09, 2026 |
| Breakwater Capital Group | History | Added to | 127,656 | 6,376 | 0.85% | 0.84% | 212 | +5,854 | 4.81% | Q1 2026 | Apr 20, 2026 |
| Curran Financial Partners, LLC | History | Added to | 127,408 | 6,364 | 1.14% | 1.0% | 213 | +20,752 | 19.46% | Q1 2026 | Apr 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 126,753 | 6,331 | 3.21% | 3.81% | 214 | -17,507 | -12.14% | Q1 2026 | May 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 126,491 | 6,318 | 3.89% | 3.73% | 215 | +5,943 | 4.93% | Q1 2026 | Apr 22, 2026 |
| Friday Financial | History | Added to | 126,167 | 6,302 | 2.17% | 2.13% | 216 | +4,149 | 3.4% | Q1 2026 | Apr 16, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 124,709 | 6,229 | 2.82% | 2.72% | 217 | +10,432 | 9.13% | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 124,129 | 6,200 | 0.0% | 0.0% | 218 | +4,105 | 3.42% | Q1 2026 | May 15, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 123,573 | 6,172 | 1.13% | 0.82% | 219 | +26,720 | 27.59% | Q1 2026 | May 12, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 123,290 | 6,158 | 2.04% | 1.88% | 220 | +11,706 | 10.49% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 122,915 | 6,139 | 1.73% | 0.15% | 221 | +113,366 | 1187.2% | Q1 2026 | May 13, 2026 |
| Mullaney, Keating & Wright, Inc. | History | Reduced | 122,722 | 6,129 | 3.33% | 3.32% | 222 | -4,259 | -3.35% | Q1 2026 | May 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 121,414 | 6,064 | 0.48% | 0.47% | 223 | +6,636 | 5.78% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 121,270 | 6,057 | 0.14% | 0.12% | 224 | +4,403 | 3.77% | Q1 2026 | May 13, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 121,257 | 6,056 | 0.37% | 0.36% | 225 | -3,134 | -2.52% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 119,289 | 5,958 | 0.32% | 0.3% | 226 | +2,470 | 2.11% | Q1 2026 | May 15, 2026 |
| Essential Planning, LLC. | History | Added to | 117,113 | 5,849 | 1.86% | 1.82% | 227 | +1,757 | 1.52% | Q1 2026 | Apr 22, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 116,949 | 5,840 | 0.28% | 1.42% | 228 | -437,418 | -78.9% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 116,592 | 5,823 | 0.2% | 0.18% | 229 | +7,561 | 6.93% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 115,534 | 5,770 | 0.02% | 0.04% | 230 | -86,948 | -42.94% | Q1 2026 | Jun 02, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 112,855 | 5,637 | 3.91% | 3.99% | 231 | -1,937 | -1.69% | Q1 2026 | May 12, 2026 |
| Symmetry Partners, LLC | History | Added to | 110,919 | 5,540 | 0.32% | 0.26% | 232 | +20,446 | 22.6% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 110,736 | 5,531 | 0.03% | 0.03% | 233 | -2,705 | -2.38% | Q1 2026 | Apr 24, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 109,789 | 5,483 | 3.22% | 3.11% | 234 | +5,309 | 5.08% | Q1 2026 | Apr 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 109,246 | 5,456 | 0.04% | 0.02% | 235 | +47,443 | 76.76% | Q1 2026 | Apr 14, 2026 |
| Certified Advisory Corp | History | Added to | 106,511 | 5,320 | 0.48% | 0.47% | 236 | +2,215 | 2.12% | Q1 2026 | Apr 17, 2026 |
| Manuka Financial, LLC | History | Added to | 105,904 | 5,289 | 3.27% | 3.05% | 237 | +6,600 | 6.65% | Q1 2026 | May 07, 2026 |
| Aspirean Wealth, LLC | History | Added to | 103,351 | 5,162 | 5.61% | 5.48% | 238 | +1,944 | 1.92% | Q1 2026 | May 13, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 102,340 | 5,111 | 0.44% | 0.43% | 239 | +1,597 | 1.59% | Q1 2026 | Apr 07, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 101,851 | 5,087 | 4.01% | 3.87% | 240 | +2,745 | 2.77% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 100,510 | 5,020 | 0.04% | 0.02% | 241 | +59,593 | 145.64% | Q1 2026 | May 14, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 99,691 | 4,979 | 1.87% | 1.64% | 242 | +13,590 | 15.78% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 99,289 | 4,959 | 0.54% | 0.54% | 243 | +3,444 | 3.59% | Q1 2026 | May 11, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 98,561 | 4,923 | 1.37% | 1.34% | 244 | +8,839 | 9.85% | Q1 2026 | Apr 24, 2026 |
| Hoese & Co LLP | History | Added to | 96,578 | 4,824 | 3.58% | 3.24% | 245 | +4,806 | 5.24% | Q1 2026 | Apr 22, 2026 |
| AMES NATIONAL CORP | History | Added to | 96,244 | 4,807 | 2.88% | 2.62% | 246 | +5,680 | 6.27% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 95,100 | 4,750 | 0.01% | 0.01% | 247 | +15,250 | 19.1% | Q1 2026 | Aug 12, 2026 |
| Belleair Asset Management, LLC | History | Added to | 93,609 | 4,675 | 4.26% | 3.89% | 248 | +11,034 | 13.36% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 93,042 | 4,647 | 0.03% | 0.03% | 249 | -198 | -0.21% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY TRUST CO | History | No change | 92,523 | 4,621 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 91,840 | 4,573 | 0.0% | 0.0% | 251 | +22,676 | 32.79% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 91,285 | 4,559 | 0.12% | 0.04% | 252 | +63,668 | 230.54% | Q1 2026 | May 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 91,184 | 4,554 | 0.79% | 0.85% | 253 | -5,823 | -6.0% | Q1 2026 | May 05, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 90,750 | 4,532 | 0.42% | 0.43% | 254 | +168 | 0.19% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 90,257 | 4,508 | 0.0% | 0.0% | 255 | -124,633 | -58.0% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 90,145 | 4,502 | 0.12% | 0.08% | 256 | +30,303 | 50.64% | Q1 2026 | May 14, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 90,101 | 4,500 | 3.05% | 2.74% | 257 | +9,370 | 11.61% | Q1 2026 | Apr 21, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 89,965 | 4,493 | 1.07% | 1.01% | 258 | +6,873 | 8.27% | Q1 2026 | Apr 22, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 89,742 | 4,482 | 2.99% | 2.84% | 259 | +5,830 | 6.95% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 88,434 | 4,417 | 0.11% | 0.11% | 260 | -1,057 | -1.18% | Q1 2026 | Apr 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 86,240 | 4,307 | 0.07% | 0.07% | 261 | +10,628 | 14.06% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 86,036 | 4,297 | 2.82% | 2.29% | 262 | +18,800 | 27.96% | Q1 2026 | Apr 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 85,416 | 4,224 | 1.43% | 1.43% | 263 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 84,371 | 4,214 | 1.26% | 1.24% | 264 | +4,251 | 5.31% | Q1 2026 | Apr 06, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 84,276 | 4,209 | 1.55% | 1.09% | 265 | +24,904 | 41.95% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 82,492 | 4,120 | 0.01% | 0.01% | 266 | +771 | 0.94% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 81,999 | 4,095 | 0.12% | 0.12% | 267 | +289 | 0.35% | Q1 2026 | May 12, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 81,863 | 4,089 | 0.67% | 0.8% | 268 | -16,039 | -16.38% | Q1 2026 | Apr 29, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 81,809 | 4,086 | 0.79% | 0.81% | 269 | -2,380 | -2.83% | Q1 2026 | May 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 81,671 | 4,079 | 0.3% | 0.32% | 270 | -20,050 | -19.71% | Q1 2026 | Apr 16, 2026 |
| SFM, LLC | History | Added to | 80,009 | 3,996 | 2.41% | 2.11% | 271 | +7,028 | 9.63% | Q1 2026 | Apr 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 79,415 | 3,966 | 0.22% | — | 272 | +79,415 | New | Q1 2026 | Apr 30, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 79,325 | 3,962 | 0.43% | 0.34% | 273 | +6,505 | 8.93% | Q1 2026 | May 13, 2026 |
| RAM Investment Partners, LLC | History | Added to | 77,603 | 3,876 | 0.68% | 0.67% | 274 | +2,159 | 2.86% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 76,268 | 3,812 | 0.01% | 0.01% | 275 | -68,577 | -47.35% | Q1 2026 | Apr 08, 2026 |
| Prism Planning Partners LLC | History | Added to | 76,175 | 3,804 | 4.5% | 3.81% | 276 | +7,421 | 10.79% | Q1 2026 | May 12, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 75,747 | 3,783 | 0.56% | 0.41% | 277 | +17,359 | 29.73% | Q1 2026 | May 07, 2026 |
| Lutz Financial Services LLC | History | Reduced | 75,620 | 3,777 | 0.25% | 0.29% | 278 | -9,910 | -11.59% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 75,145 | 3,753 | 0.08% | 0.07% | 279 | +8,640 | 12.99% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 73,527 | 3,672 | 0.03% | 0.01% | 280 | +40,823 | 124.83% | Q1 2026 | May 15, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 73,118 | 3,652 | 2.46% | 2.57% | 281 | -3,140 | -4.12% | Q1 2026 | Apr 16, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 72,696 | 3,631 | 0.51% | 0.5% | 282 | -3,000 | -3.96% | Q1 2026 | Apr 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 72,036 | 3,598 | 0.24% | 0.25% | 283 | -2,920 | -3.9% | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 71,434 | 3,568 | 0.73% | 0.63% | 284 | +7,136 | 11.1% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 71,193 | 3,556 | 0.0% | 0.01% | 285 | -129,703 | -64.56% | Q1 2026 | Apr 27, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 70,818 | 3,537 | 0.6% | 0.57% | 287 | +2,699 | 3.96% | Q1 2026 | May 05, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 70,819 | 3,537 | 0.15% | 0.14% | 286 | +1,320 | 1.9% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 71,201 | 3,521 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 70,030 | 3,513 | 0.08% | 0.08% | 289 | +793 | 1.15% | Q1 2026 | May 04, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 69,986 | 3,495 | 1.04% | 1.22% | 290 | -8,788 | -11.16% | Q1 2026 | May 14, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 69,824 | 3,487 | 1.78% | 2.23% | 291 | +3,034 | 4.54% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 69,421 | 3,467 | 0.02% | 0.02% | 292 | -8,033 | -10.37% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 67,920 | 3,392 | 0.01% | 0.01% | 293 | -3,058 | -4.31% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 67,550 | 3,374 | 0.11% | 0.1% | 294 | +2,297 | 3.52% | Q1 2026 | Apr 08, 2026 |
| Generations Wealth, LLC | History | Added to | 67,391 | 3,366 | 3.27% | 3.01% | 295 | +7,941 | 13.36% | Q1 2026 | May 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 67,191 | 3,356 | 0.63% | 0.59% | 296 | +4,422 | 7.04% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 67,065 | 3,349 | 0.88% | 0.94% | 297 | -3,771 | -5.32% | Q1 2026 | Apr 23, 2026 |
| Sharper & Granite LLC | History | Added to | 66,773 | 3,335 | 1.14% | 0.98% | 298 | +10,785 | 19.26% | Q1 2026 | Apr 08, 2026 |
| Sagace Wealth Management LLC | History | Added to | 66,349 | 3,314 | 2.22% | 2.19% | 299 | +1,056 | 1.62% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 65,905 | 3,291 | 0.0% | 0.0% | 300 | -8,567 | -11.5% | Q1 2026 | May 14, 2026 |
| NEPC LLC | History | No change | 65,564 | 3,274 | 0.07% | 0.07% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 64,581 | 3,225 | 0.87% | 0.84% | 302 | +2,925 | 4.74% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 62,707 | 3,132 | 0.01% | 0.01% | 303 | -4,549 | -6.76% | Q1 2026 | May 08, 2026 |
| PALLADIEM, LLC | History | Reduced | 62,615 | 3,131 | 2.99% | 3.04% | 304 | -2,167 | -3.35% | Q1 2026 | May 06, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 61,493 | 3,071 | 0.96% | 0.93% | 305 | +406 | 0.66% | Q1 2026 | Apr 29, 2026 |
| Avant Financial Advisors LLC | History | Added to | 61,323 | 3,063 | 2.15% | 2.04% | 306 | +3,928 | 6.84% | Q1 2026 | Apr 23, 2026 |
| Liberty Capital Management, Inc. | History | No change | 61,721 | 3,052 | 0.57% | 0.57% | 307 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 60,796 | 3,036 | 1.77% | 0.77% | 308 | +34,067 | 127.45% | Q1 2026 | May 11, 2026 |
| Farrell Financial LLC | History | Added to | 60,248 | 3,009 | 1.8% | 1.73% | 309 | +999 | 1.69% | Q1 2026 | Apr 13, 2026 |
| URS Advisory LLC | History | New | 59,642 | 2,979 | 2.18% | — | 310 | +59,642 | New | Q1 2026 | Apr 23, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 59,620 | 2,978 | 2.81% | 2.85% | 311 | -1,429 | -2.34% | Q1 2026 | May 08, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 59,172 | 2,955 | 0.18% | 0.1% | 312 | +30,469 | 106.15% | Q1 2026 | Apr 28, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 58,810 | 2,937 | 1.52% | 1.52% | 313 | -1,200 | -2.0% | Q1 2026 | Apr 10, 2026 |
| Centurion Wealth Management LLC | History | Added to | 58,725 | 2,933 | 0.66% | 0.62% | 314 | +1,750 | 3.07% | Q1 2026 | Apr 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 58,653 | 2,929 | 0.02% | 0.02% | 315 | +7,305 | 14.23% | Q1 2026 | May 05, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 58,701 | 2,928 | 0.48% | 0.46% | 316 | +2,795 | 5.0% | Q1 2026 | Apr 20, 2026 |
| Lakewood Asset Management LLC | History | Added to | 57,639 | 2,879 | 1.84% | 1.54% | 317 | +4,507 | 8.48% | Q1 2026 | Apr 22, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 56,822 | 2,838 | 0.08% | 0.08% | 318 | +1,335 | 2.41% | Q1 2026 | May 07, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 56,072 | 2,800 | 0.83% | 0.76% | 319 | +5,254 | 10.34% | Q1 2026 | May 06, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 55,766 | 2,785 | 0.29% | 0.24% | 320 | +29,143 | 109.47% | Q1 2026 | Apr 17, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 55,216 | 2,758 | 0.5% | 0.52% | 321 | -45 | -0.08% | Q1 2026 | Apr 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 54,550 | 2,724 | 0.0% | 0.0% | 322 | -1,339 | -2.4% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 54,539 | 2,724 | 0.08% | 0.08% | 323 | -600 | -1.09% | Q1 2026 | May 04, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 54,069 | 2,700 | 0.24% | 0.16% | 324 | +19,013 | 54.24% | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 54,068 | 2,700 | 1.07% | 1.04% | 325 | +2,656 | 5.17% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | New | 53,884 | 2,691 | 0.05% | — | 326 | +53,884 | New | Q1 2026 | Apr 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 53,826 | 2,688 | 0.15% | 0.14% | 327 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 53,786 | 2,686 | 0.59% | 0.59% | 328 | +324 | 0.61% | Q1 2026 | Apr 23, 2026 |
| Veery Capital, LLC | History | Added to | 53,553 | 2,674 | 0.82% | 0.77% | 330 | +2,895 | 5.71% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 53,545 | 2,674 | 0.03% | 0.03% | 329 | +1,816 | 3.51% | Q1 2026 | May 08, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Added to | 53,336 | 2,664 | 0.65% | 0.64% | 331 | +860 | 1.64% | Q1 2026 | Apr 16, 2026 |
| Heritage Trust Co | History | Reduced | 53,155 | 2,655 | 0.27% | 0.28% | 332 | -1,861 | -3.38% | Q1 2026 | May 13, 2026 |
| Apriem Advisors | History | Added to | 52,609 | 2,627 | 0.25% | 0.23% | 333 | +2,350 | 4.68% | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 52,520 | 2,623 | 0.22% | — | 334 | +52,520 | New | Q1 2026 | May 07, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 52,425 | 2,618 | 0.11% | 0.1% | 335 | +2,000 | 3.97% | Q1 2026 | Apr 29, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 52,306 | 2,612 | 0.74% | 0.76% | 336 | +2,474 | 4.96% | Q1 2026 | Apr 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 52,165 | 2,605 | 0.41% | 0.39% | 337 | +399 | 0.77% | Q1 2026 | Jul 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 51,324 | 2,563 | 0.25% | 0.25% | 338 | +1,546 | 3.11% | Q1 2026 | Apr 27, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 51,275 | 2,561 | 1.32% | — | 339 | +51,275 | New | Q1 2026 | May 11, 2026 |
| Curtis Advisory Group, LLC | History | New | 50,544 | 2,524 | 0.54% | — | 340 | +50,544 | New | Q1 2026 | May 08, 2026 |
| Hegarty Advisors, LLC | History | Added to | 49,516 | 2,473 | 1.95% | 2.1% | 341 | +589 | 1.2% | Q1 2026 | Apr 30, 2026 |
| Vistica Wealth Advisors, LLC | History | Added to | 48,895 | 2,442 | 2.43% | 2.24% | 342 | +3,391 | 7.45% | Q1 2026 | Apr 23, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 48,812 | 2,438 | 0.43% | 0.48% | 343 | -3,747 | -7.13% | Q1 2026 | Apr 22, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 48,597 | 2,427 | 0.09% | 0.09% | 344 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AXS Investments LLC | History | Added to | 48,191 | 2,407 | 0.97% | 0.54% | 345 | +16,725 | 53.15% | Q1 2026 | May 06, 2026 |
| CGN Advisors LLC | History | Added to | 48,119 | 2,403 | 0.19% | 0.18% | 346 | +2,272 | 4.96% | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 47,955 | 2,395 | 0.04% | 0.04% | 347 | +5,851 | 13.9% | Q1 2026 | May 18, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 47,656 | 2,380 | 1.84% | 1.81% | 348 | -1,075 | -2.21% | Q1 2026 | Apr 20, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 47,210 | 2,358 | 1.24% | 0.93% | 349 | +10,057 | 27.07% | Q1 2026 | Apr 28, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 47,048 | 2,350 | 1.65% | 1.6% | 350 | +1,578 | 3.47% | Q1 2026 | May 13, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 46,911 | 2,343 | 0.3% | 0.3% | 351 | +1,336 | 2.93% | Q1 2026 | Apr 28, 2026 |
| LexAurum Advisors, LLC | History | New | 46,719 | 2,333 | 0.3% | — | 352 | +46,719 | New | Q1 2026 | Apr 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 46,577 | 2,326 | 0.13% | 0.17% | 353 | -11,709 | -20.09% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 46,248 | 2,310 | 0.07% | 0.07% | 354 | -1,576 | -3.3% | Q1 2026 | May 14, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 46,212 | 2,308 | 1.96% | 2.01% | 355 | -1,387 | -2.91% | Q1 2026 | May 14, 2026 |
| Hirtle & Co., LLC | History | No change | 46,159 | 2,305 | 0.08% | 0.08% | 356 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 45,810 | 2,288 | 0.99% | 0.98% | 357 | +2,163 | 4.96% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,749 | 2,285 | 0.0% | 0.0% | 358 | +20,542 | 81.49% | Q1 2026 | May 15, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 45,564 | 2,275 | 1.89% | 1.92% | 359 | +614 | 1.37% | Q1 2026 | Apr 14, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 45,423 | 2,268 | 0.04% | 0.04% | 360 | +365 | 0.81% | Q1 2026 | May 04, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 45,386 | 2,267 | 1.0% | 0.87% | 361 | +4,159 | 10.09% | Q1 2026 | May 05, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 45,211 | 2,258 | 1.43% | 1.49% | 363 | +1,095 | 2.48% | Q1 2026 | May 11, 2026 |
| HEADINVEST, LLC | History | Reduced | 45,216 | 2,258 | 0.46% | 0.45% | 362 | -344 | -0.76% | Q1 2026 | May 15, 2026 |
| Centennial Advisors, LLC | History | Added to | 45,132 | 2,254 | 2.87% | 2.5% | 364 | +6,269 | 16.13% | Q1 2026 | Apr 21, 2026 |
| Greenspring Advisors, LLC | History | Added to | 45,018 | 2,248 | 0.14% | 0.11% | 365 | +8,879 | 24.57% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 44,437 | 2,219 | 0.14% | 0.15% | 366 | -2,225 | -4.77% | Q1 2026 | Apr 15, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 44,190 | 2,207 | 0.58% | 0.56% | 367 | +959 | 2.22% | Q1 2026 | Apr 27, 2026 |
| Columbus Macro, LLC | History | Added to | 44,116 | 2,203 | 0.24% | 0.23% | 368 | +818 | 1.89% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 44,020 | 2,198 | 0.13% | 0.5% | 369 | -165,661 | -79.01% | Q1 2026 | Apr 28, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 43,871 | 2,191 | 1.5% | 1.64% | 371 | -3,692 | -7.76% | Q1 2026 | Apr 21, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 43,879 | 2,191 | 0.58% | 0.58% | 370 | -1,543 | -3.4% | Q1 2026 | Apr 22, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 43,714 | 2,183 | 1.52% | 1.47% | 372 | +250 | 0.58% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 43,688 | 2,182 | 0.0% | 0.0% | 373 | +451 | 1.04% | Q1 2026 | May 08, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 43,513 | 2,173 | 1.91% | 2.27% | 374 | +3,667 | 9.2% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | New | 43,138 | 2,154 | 0.12% | — | 375 | +43,138 | New | Q1 2026 | May 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 43,115 | 2,153 | 0.73% | 0.74% | 376 | +1,512 | 3.63% | Q1 2026 | May 08, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 43,311 | 2,152 | 0.02% | 0.18% | 377 | -481,652 | -91.75% | Q1 2026 | May 14, 2026 |
| Zeit Capital LLC | History | Added to | 42,755 | 2,135 | 1.43% | 1.41% | 378 | +620 | 1.47% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 42,483 | 2,122 | 0.26% | 0.12% | 379 | +21,787 | 105.27% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 42,153 | 2,105 | 0.0% | 0.0% | 380 | -5,705 | -11.92% | Q1 2026 | May 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 41,836 | 2,089 | 0.56% | 0.6% | 381 | -1,758 | -4.03% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | Added to | 41,401 | 2,068 | 0.11% | 0.06% | 382 | +28,779 | 228.01% | Q1 2026 | Apr 21, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 41,395 | 2,067 | 0.06% | 0.06% | 383 | +45 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 40,322 | 2,014 | 1.34% | 1.86% | 384 | -18,678 | -31.66% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | New | 40,355 | 2,012 | 0.03% | — | 385 | +40,355 | New | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 39,758 | 1,985 | 0.08% | — | 386 | +39,758 | New | Q1 2026 | May 14, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 39,727 | 1,984 | 0.55% | 0.55% | 387 | -467 | -1.16% | Q1 2026 | Apr 14, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 39,360 | 1,966 | 0.15% | 0.1% | 388 | +9,344 | 31.13% | Q1 2026 | May 07, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 39,174 | 1,956 | 1.12% | 0.72% | 389 | +11,289 | 40.48% | Q1 2026 | Apr 17, 2026 |
| Cypress Capital, LLC | History | Reduced | 39,103 | 1,953 | 0.56% | 0.55% | 390 | -645 | -1.62% | Q1 2026 | Apr 28, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 38,789 | 1,937 | 0.87% | 0.86% | 391 | +2,643 | 7.31% | Q1 2026 | Apr 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 38,694 | 1,932 | 0.47% | 0.26% | 392 | +20,980 | 118.44% | Q1 2026 | Apr 13, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 38,618 | 1,928 | 0.54% | 0.07% | 393 | +33,285 | 624.13% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 38,266 | 1,911 | 0.15% | 0.15% | 394 | +1,658 | 4.53% | Q1 2026 | Apr 22, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 38,165 | 1,906 | 0.31% | 0.4% | 395 | -8,679 | -18.53% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 38,020 | 1,899 | 0.02% | 0.03% | 396 | -15,191 | -28.55% | Q1 2026 | May 06, 2026 |
| Oak Harvest Investment Services | History | Added to | 37,916 | 1,893 | 0.2% | 0.16% | 398 | +8,204 | 27.61% | Q1 2026 | Apr 22, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 37,900 | 1,893 | 0.22% | 0.18% | 397 | +7,500 | 24.67% | Q1 2026 | Apr 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 37,836 | 1,889 | 0.07% | 0.28% | 399 | -116,213 | -75.44% | Q1 2026 | May 11, 2026 |
| Compton Financial Group, LLC | History | Reduced | 37,407 | 1,868 | 0.41% | 0.54% | 400 | -11,007 | -22.74% | Q1 2026 | Apr 28, 2026 |
| Systelligence, LLC | History | New | 37,363 | 1,866 | 0.36% | — | 401 | +37,363 | New | Q1 2026 | Apr 21, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 37,124 | 1,854 | 0.45% | 0.44% | 402 | -1,275 | -3.32% | Q1 2026 | Apr 28, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 36,569 | 1,824 | 0.13% | 0.06% | 403 | +21,839 | 148.26% | Q1 2026 | May 18, 2026 |
| One Wealth Map LLC | History | Added to | 36,142 | 1,822 | 0.86% | 0.87% | 404 | +1,882 | 5.49% | Q1 2026 | May 04, 2026 |
| DORVAL Corp | History | Reduced | 36,463 | 1,821 | 0.56% | 0.59% | 405 | -1,037 | -2.77% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 36,400 | 1,818 | 0.05% | — | 406 | +36,400 | New | Q1 2026 | May 15, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 35,886 | 1,792 | 1.02% | 1.01% | 407 | -417 | -1.15% | Q1 2026 | Apr 22, 2026 |
| Aries Wealth Management | History | Added to | 35,802 | 1,788 | 0.39% | 0.35% | 408 | +4,236 | 13.42% | Q1 2026 | May 14, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 35,778 | 1,787 | 0.2% | 0.17% | 409 | -9,429 | -20.86% | Q1 2026 | May 12, 2026 |
| Disciplined Investments, LLC | History | Reduced | 35,793 | 1,787 | 0.64% | 0.69% | 410 | -496 | -1.37% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 35,403 | 1,781 | 0.03% | 0.08% | 411 | +783 | 2.26% | Q1 2026 | May 01, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 35,513 | 1,773 | 0.97% | 1.01% | 412 | -1,428 | -3.87% | Q1 2026 | Apr 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 35,443 | 1,770 | 0.08% | 0.09% | 413 | -1,332 | -3.62% | Q1 2026 | Apr 28, 2026 |
| Level Financial Advisors | History | Reduced | 35,353 | 1,765 | 0.45% | 0.48% | 414 | -1,479 | -4.02% | Q1 2026 | Apr 10, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 35,179 | 1,757 | 0.25% | 0.26% | 415 | -844 | -2.34% | Q1 2026 | May 13, 2026 |
| JT Stratford LLC | History | Added to | 34,783 | 1,737 | 0.22% | 0.19% | 416 | +4,086 | 13.31% | Q1 2026 | May 15, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 34,697 | 1,733 | 0.2% | 0.19% | 417 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 34,660 | 1,731 | 0.0% | 0.0% | 418 | +28,391 | 452.88% | Q1 2026 | May 01, 2026 |
| ArchPoint Investors | History | No change | 34,614 | 1,728 | 0.41% | 0.41% | 419 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 34,477 | 1,722 | 0.02% | 0.02% | 420 | +865 | 2.57% | Q1 2026 | May 06, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 34,228 | 1,709 | 1.18% | 1.43% | 421 | -7,815 | -18.59% | Q1 2026 | Apr 08, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 34,207 | 1,708 | 0.44% | 0.43% | 422 | +988 | 2.97% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 34,006 | 1,698 | 0.06% | 0.06% | 423 | +1,688 | 5.22% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 33,680 | 1,682 | 0.01% | 0.01% | 424 | -33,313 | -49.73% | Q1 2026 | May 12, 2026 |
| Rede Wealth, LLC | History | Added to | 33,178 | 1,657 | 0.6% | 0.49% | 425 | +4,772 | 16.8% | Q1 2026 | Apr 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 32,963 | 1,646 | 0.1% | 0.1% | 426 | -378 | -1.13% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 32,684 | 1,632 | 0.06% | 0.06% | 427 | +22,514 | 221.38% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 32,627 | 1,629 | 0.11% | 0.05% | 428 | +19,704 | 152.47% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 32,503 | 1,623 | 0.0% | — | 430 | +32,503 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 32,495 | 1,623 | 0.01% | 0.01% | 429 | +430 | 1.34% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 32,490 | 1,622 | 0.01% | 0.01% | 431 | -325 | -0.99% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 32,450 | 1,620 | 0.56% | 0.61% | 432 | -1,928 | -5.61% | Q1 2026 | Apr 23, 2026 |
| MASECO LLP | History | No change | 32,302 | 1,613 | 0.05% | 0.07% | 433 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 32,090 | 1,602 | 0.04% | 0.03% | 434 | +8,857 | 38.12% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 32,355 | 1,600 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| J. Team Financial, Inc. | History | Reduced | 31,925 | 1,594 | 1.78% | 1.87% | 436 | -5,991 | -15.8% | Q1 2026 | Apr 22, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 31,533 | 1,575 | 0.16% | 0.13% | 437 | +3,580 | 12.81% | Q1 2026 | May 06, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 31,225 | 1,559 | 0.05% | 0.06% | 438 | -8,418 | -21.23% | Q1 2026 | May 04, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 31,049 | 1,557 | 0.11% | 0.03% | 439 | +22,619 | 268.32% | Q1 2026 | Apr 29, 2026 |
| Coston, McIsaac & Partners | History | Added to | 31,042 | 1,550 | 0.35% | 0.32% | 440 | +3,395 | 12.28% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,983 | 1,547 | 0.03% | 0.02% | 441 | +15,388 | 98.67% | Q1 2026 | Apr 14, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 30,975 | 1,544 | 1.21% | 1.04% | 442 | +8,886 | 40.23% | Q1 2026 | Apr 02, 2026 |
| Visionary Wealth Advisors | History | Reduced | 30,890 | 1,542 | 0.07% | 0.08% | 443 | -5,117 | -14.21% | Q1 2026 | May 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 31,555 | 1,535 | 0.37% | 0.28% | 444 | +8,184 | 35.02% | Q1 2026 | May 01, 2026 |
| Florin Court Capital LLP | History | Reduced | 30,600 | 1,528 | 5.77% | 3.31% | 445 | -17,500 | -36.38% | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | Added to | 30,417 | 1,519 | 0.51% | 0.46% | 446 | +162 | 0.54% | Q1 2026 | May 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 29,909 | 1,493 | 0.02% | 0.02% | 447 | +2,559 | 9.36% | Q1 2026 | Apr 28, 2026 |
| HANOVER ADVISORS INC | History | Added to | 29,716 | 1,484 | 0.6% | 0.55% | 448 | +923 | 3.21% | Q1 2026 | May 07, 2026 |
| Rinkey Investments | History | Reduced | 29,494 | 1,473 | 0.38% | 0.38% | 449 | -489 | -1.63% | Q1 2026 | May 11, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 29,058 | 1,451 | 1.08% | 1.27% | 450 | -5,777 | -16.58% | Q1 2026 | May 08, 2026 |
| Breakwater Investment Management | History | Reduced | 28,816 | 1,439 | 0.54% | 0.52% | 451 | -510 | -1.74% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 28,868 | 1,427 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Added to | 28,517 | 1,424 | 0.02% | 0.02% | 453 | +53 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Continuum Advisory, LLC | History | Added to | 28,450 | 1,421 | 0.14% | 0.14% | 454 | +840 | 3.04% | Q1 2026 | Apr 22, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 28,164 | 1,406 | 0.68% | 0.63% | 455 | +2,460 | 9.57% | Q1 2026 | Apr 29, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 27,967 | 1,396 | 1.19% | 1.06% | 456 | +2,794 | 11.1% | Q1 2026 | May 05, 2026 |
| Capital Squared Financial LLC | History | Reduced | 27,811 | 1,389 | 1.06% | 1.15% | 457 | -2,058 | -6.89% | Q1 2026 | May 01, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 27,785 | 1,387 | 1.45% | 1.37% | 458 | +576 | 2.12% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Added to | 27,672 | 1,382 | 0.16% | 0.07% | 459 | +14,980 | 118.03% | Q1 2026 | May 14, 2026 |
| Calder Financial LLC | History | Reduced | 27,688 | 1,380 | 1.37% | 1.39% | 460 | -884 | -3.09% | Q1 2026 | Apr 07, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 27,235 | 1,360 | 0.81% | 0.75% | 461 | +2,977 | 12.27% | Q1 2026 | Apr 27, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 27,220 | 1,359 | 0.19% | 0.04% | 462 | +22,092 | 430.81% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 27,066 | 1,351 | 0.02% | 0.02% | 463 | +143 | 0.53% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 26,862 | 1,341 | 0.03% | 0.03% | 464 | -450 | -1.65% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 26,749 | 1,336 | 0.02% | 0.01% | 465 | +7,606 | 39.73% | Q1 2026 | May 11, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 26,489 | 1,323 | 0.64% | 0.22% | 466 | +17,420 | 192.08% | Q1 2026 | May 08, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 26,204 | 1,308 | 0.94% | 1.0% | 467 | -217 | -0.82% | Q1 2026 | Apr 15, 2026 |
| S.A. Mason LLC | History | No change | 25,864 | 1,291 | 0.48% | 0.51% | 468 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pasadena Private Wealth, LLC | History | New | 25,488 | 1,273 | 0.18% | — | 469 | +25,488 | New | Q1 2026 | Apr 22, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 25,257 | 1,261 | 0.14% | 0.13% | 470 | +2,003 | 8.61% | Q1 2026 | Apr 16, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 25,159 | 1,256 | 0.05% | 0.06% | 471 | -9,739 | -27.91% | Q1 2026 | May 14, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 25,023 | 1,249 | 0.98% | 0.72% | 472 | +7,370 | 41.75% | Q1 2026 | May 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 24,707 | 1,235 | 0.13% | 0.15% | 473 | +3,781 | 18.07% | Q1 2026 | Apr 10, 2026 |
| Financial Planning Navigators CORP | History | Added to | 24,488 | 1,223 | 0.54% | 0.43% | 474 | +5,720 | 30.48% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | New | 24,434 | 1,220 | 0.01% | — | 475 | +24,434 | New | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 24,285 | 1,213 | 0.04% | 0.06% | 476 | -13,813 | -36.26% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 24,243 | 1,210 | 0.0% | 0.0% | 477 | -1,111 | -4.38% | Q1 2026 | May 14, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 24,178 | 1,207 | 0.46% | 0.52% | 478 | -2,260 | -8.55% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 24,005 | 1,199 | 0.02% | 0.01% | 479 | +10,672 | 80.04% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,022 | 1,199 | 0.01% | 0.01% | 480 | +9,853 | 69.54% | Q1 2026 | Apr 20, 2026 |
| MA Private Wealth | History | Added to | 23,832 | 1,190 | 0.2% | 0.19% | 481 | +295 | 1.25% | Q1 2026 | May 07, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 23,630 | 1,180 | 0.83% | 0.86% | 482 | -123 | -0.52% | Q1 2026 | May 01, 2026 |
| FDx Advisors, Inc. | History | Reduced | 23,355 | 1,167 | 0.37% | 0.59% | 483 | -176 | -0.75% | Q1 2026 | May 01, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 23,343 | 1,166 | 0.81% | 0.77% | 484 | +2,032 | 9.53% | Q1 2026 | Apr 16, 2026 |
| Midwest Trust Co | History | Added to | 23,348 | 1,166 | 0.01% | 0.01% | 485 | +573 | 2.52% | Q1 2026 | May 01, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 23,295 | 1,163 | 0.35% | 0.33% | 486 | +1,498 | 6.87% | Q1 2026 | Apr 10, 2026 |
| Successful Portfolios LLC | History | Added to | 23,191 | 1,158 | 0.64% | 0.57% | 487 | +711 | 3.16% | Q1 2026 | Apr 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 23,068 | 1,152 | 0.28% | 0.24% | 488 | +3,000 | 14.95% | Q1 2026 | Apr 10, 2026 |
| JDH Wealth Management, LLC | History | Added to | 22,548 | 1,126 | 0.76% | 0.65% | 489 | +3,381 | 17.64% | Q1 2026 | Apr 16, 2026 |
| Kings Path Partners LLC | History | Reduced | 22,494 | 1,123 | 0.39% | 0.39% | 490 | -263 | -1.16% | Q1 2026 | Aug 20, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 22,451 | 1,121 | 0.45% | 0.4% | 491 | +2,760 | 14.02% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 22,332 | 1,115 | 0.02% | 0.02% | 492 | +23 | 0.1% | Q1 2026 | May 01, 2026 |
| TRB Wealth Management, LLC | History | New | 22,228 | 1,110 | 0.16% | — | 493 | +22,228 | New | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 22,184 | 1,108 | 0.07% | 0.13% | 494 | -6,916 | -23.77% | Q1 2026 | May 07, 2026 |
| Aberdeen Group plc | History | Added to | 22,164 | 1,107 | 0.0% | 0.0% | 495 | +12,090 | 120.01% | Q1 2026 | Apr 29, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 22,140 | 1,105 | 0.46% | 0.39% | 496 | +2,041 | 10.15% | Q1 2026 | Apr 15, 2026 |
| MFA Wealth Services | History | Reduced | 22,092 | 1,103 | 0.73% | 0.75% | 497 | -355 | -1.58% | Q1 2026 | Apr 21, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 21,981 | 1,097 | 0.36% | 0.49% | 498 | +2,413 | 12.33% | Q1 2026 | Apr 20, 2026 |
| FC Advisory LLC | History | Reduced | 21,731 | 1,085 | 0.32% | 0.31% | 499 | -176 | -0.8% | Q1 2026 | Apr 14, 2026 |
| Sage Capital Management, LLC | History | Reduced | 21,602 | 1,079 | 0.51% | 0.53% | 500 | -1,800 | -7.69% | Q1 2026 | Apr 15, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 21,594 | 1,078 | 0.06% | 0.08% | 501 | -10,083 | -31.83% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 21,556 | 1,077 | 0.0% | 0.0% | 502 | +926 | 4.49% | Q1 2026 | May 01, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 21,555 | 1,076 | 0.24% | 0.21% | 503 | +1,279 | 6.31% | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 21,505 | 1,074 | 0.06% | 0.14% | 504 | -42,594 | -66.45% | Q1 2026 | Apr 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 21,433 | 1,070 | 0.15% | 0.15% | 505 | +2,615 | 13.9% | Q1 2026 | May 08, 2026 |
| Tortoise Investment Management, LLC | History | No change | 21,385 | 1,068 | 0.09% | 0.09% | 506 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 21,341 | 1,065 | 0.03% | 0.03% | 507 | +3,313 | 18.38% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 21,275 | 1,062 | 0.01% | 0.01% | 508 | +850 | 4.16% | Q1 2026 | Apr 23, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 21,155 | 1,056 | 0.17% | 0.18% | 509 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 20,932 | 1,045 | 0.07% | 0.06% | 510 | +1,772 | 9.25% | Q1 2026 | Apr 14, 2026 |
| One Degree Advisors Inc | History | Added to | 20,901 | 1,043 | 0.27% | 0.26% | 511 | +1,943 | 10.25% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 20,850 | 1,041 | 0.01% | 0.01% | 512 | +6,489 | 45.18% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,727 | 1,035 | 0.02% | 0.01% | 513 | +3,877 | 23.01% | Q1 2026 | Apr 14, 2026 |
| WIN ADVISORS, INC | History | New | 20,533 | 1,025 | 0.47% | — | 514 | +20,533 | New | Q1 2026 | May 01, 2026 |
| Prosperity Advisers, LLC | History | Reduced | 20,482 | 1,023 | 0.85% | 0.85% | 515 | -406 | -1.94% | Q1 2026 | Apr 23, 2026 |
| Unison Advisors LLC | History | No change | 20,467 | 1,022 | 0.08% | 0.09% | 516 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 20,440 | 1,020 | 0.05% | 0.02% | 517 | +11,142 | 119.83% | Q1 2026 | Apr 24, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 20,335 | 1,015 | 0.42% | 0.34% | 518 | +3,979 | 24.33% | Q1 2026 | Apr 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 20,314 | 1,014 | 0.36% | 0.51% | 519 | -8,194 | -28.74% | Q1 2026 | Apr 21, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 19,987 | 1,002 | 0.46% | 0.13% | 520 | +14,462 | 261.76% | Q1 2026 | Apr 23, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 20,023 | 1,000 | 0.3% | 0.34% | 521 | +50 | 0.25% | Q1 2026 | Apr 21, 2026 |
| Stillwater Private Wealth, LLC | History | New | 20,001 | 999 | 0.85% | — | 522 | +20,001 | New | Q1 2026 | Jun 03, 2026 |
| &PARTNERS | History | Added to | 19,809 | 988 | 0.0% | 0.0% | 523 | +2,826 | 16.64% | Q1 2026 | May 15, 2026 |
| Round Rock Advisors LLC | History | Reduced | 19,727 | 985 | 0.15% | 0.15% | 524 | -492 | -2.43% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | No change | 19,626 | 980 | 0.08% | 0.08% | 525 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EPG Wealth Management LLC | History | Added to | 19,361 | 967 | 0.26% | 0.23% | 527 | +1,923 | 11.03% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 19,360 | 967 | 0.09% | 0.08% | 526 | +75 | 0.39% | Q1 2026 | Apr 30, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 19,345 | 966 | 0.07% | 0.06% | 528 | +1,818 | 10.37% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 19,279 | 962 | 0.05% | 0.05% | 529 | -2 | -0.01% | Q1 2026 | Apr 17, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 18,985 | 956 | 0.09% | 0.12% | 530 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 19,116 | 954 | 0.03% | 0.03% | 531 | +298 | 1.58% | Q1 2026 | Apr 14, 2026 |
| Benin Management CORP | History | Reduced | 18,973 | 947 | 0.21% | 0.32% | 532 | -9,693 | -33.81% | Q1 2026 | Apr 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 18,975 | 947 | 0.05% | 0.04% | 533 | +3,857 | 25.51% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 18,872 | 942 | 0.0% | — | 534 | +18,872 | New | Q1 2026 | May 14, 2026 |
| K2 Financial Inc. | History | Reduced | 18,304 | 918 | 0.67% | 2.66% | 535 | -51,313 | -73.71% | Q1 2026 | Apr 28, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 18,287 | 913 | 0.16% | 0.16% | 536 | -453 | -2.42% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 18,042 | 901 | 0.03% | 0.03% | 537 | -4 | -0.02% | Q1 2026 | May 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 17,890 | 893 | 0.06% | 0.02% | 538 | +12,112 | 209.62% | Q1 2026 | Apr 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 17,818 | 890 | 0.03% | 0.03% | 539 | -1,214 | -6.38% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,778 | 888 | 0.03% | 0.04% | 540 | +557 | 3.23% | Q1 2026 | Jun 18, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 17,554 | 884 | 0.46% | 0.91% | 541 | -10,526 | -37.49% | Q1 2026 | May 18, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 17,623 | 880 | 0.19% | 0.05% | 542 | +13,369 | 314.27% | Q1 2026 | May 12, 2026 |
| PW Nova Financial Services LLC | History | Added to | 17,452 | 871 | 0.22% | 0.31% | 543 | +1,156 | 7.09% | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 17,415 | 869 | 0.04% | 0.03% | 544 | +1,520 | 9.56% | Q1 2026 | May 12, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 17,390 | 868 | 0.29% | 0.22% | 545 | +200 | 1.16% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,284 | 863 | 0.02% | 0.02% | 546 | -648 | -3.61% | Q1 2026 | May 15, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 17,187 | 858 | 0.4% | 0.4% | 547 | +1,015 | 6.28% | Q1 2026 | Apr 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 17,116 | 854 | 0.13% | 0.12% | 548 | +1,618 | 10.44% | Q1 2026 | May 07, 2026 |
| TPG Advisors LLC | History | Reduced | 17,097 | 853 | 0.53% | 0.55% | 549 | -795 | -4.44% | Q1 2026 | Apr 22, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Reduced | 17,004 | 849 | 0.76% | 0.79% | 550 | -105 | -0.61% | Q1 2026 | Apr 28, 2026 |
| First Heartland Consultants, Inc. | History | New | 16,773 | 837 | 0.06% | — | 551 | +16,773 | New | Q1 2026 | Apr 08, 2026 |
| KPP Advisory Services LLC | History | Reduced | 16,734 | 835 | 0.12% | 0.13% | 552 | -865 | -4.92% | Q1 2026 | Apr 24, 2026 |
| Gotham Asset Management, LLC | History | Added to | 16,639 | 831 | 0.0% | 0.0% | 553 | +5,097 | 44.16% | Q1 2026 | May 15, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 16,654 | 831 | 0.44% | 0.46% | 554 | -37 | -0.22% | Q1 2026 | May 04, 2026 |
| IFS Group,LLC | History | New | 16,207 | 809 | 0.72% | — | 555 | +16,207 | New | Q1 2026 | May 18, 2026 |
| Cypress Wealth Services, LLC | History | New | 16,153 | 806 | 0.11% | — | 556 | +16,153 | New | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | New | 15,930 | 795 | 0.43% | — | 557 | +15,930 | New | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | New | 15,923 | 795 | 0.01% | — | 558 | +15,923 | New | Q1 2026 | May 12, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 15,900 | 794 | 0.35% | 0.22% | 559 | +6,060 | 61.59% | Q1 2026 | Apr 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 15,829 | 790 | 0.03% | 0.03% | 560 | -31 | -0.2% | Q1 2026 | Apr 21, 2026 |
| Whelan Financial | History | Reduced | 15,793 | 788 | 0.24% | 6.7% | 562 | -417,977 | -96.36% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 15,778 | 788 | 0.03% | 0.02% | 563 | +3,023 | 23.7% | Q1 2026 | Apr 07, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 15,784 | 788 | 0.12% | 0.12% | 561 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 15,507 | 774 | 0.67% | 0.35% | 565 | +7,056 | 83.49% | Q1 2026 | May 06, 2026 |
| Center For Asset Management LLC | History | Reduced | 15,505 | 774 | 0.38% | 0.41% | 564 | -257 | -1.63% | Q1 2026 | Apr 16, 2026 |
| American Investment Services, Inc. | History | Added to | 15,426 | 770 | 0.17% | 0.14% | 566 | +3,649 | 30.98% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 15,250 | 761 | 0.03% | 0.03% | 568 | -390 | -2.49% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | No change | 15,250 | 761 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 15,224 | 760 | 0.06% | 0.06% | 569 | -2,129 | -12.27% | Q1 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,181 | 758 | 0.01% | 0.01% | 570 | -7,099 | -31.86% | Q1 2026 | May 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 15,000 | 749 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Estate Counselors, LLC | History | New | 14,990 | 748 | 0.07% | — | 572 | +14,990 | New | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Added to | 14,948 | 746 | 0.03% | 0.03% | 573 | +410 | 2.82% | Q1 2026 | Apr 27, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 14,804 | 739 | 0.11% | 0.11% | 574 | -11,054 | -42.75% | Q1 2026 | Apr 24, 2026 |
| Prostatis Group LLC | History | Reduced | 14,573 | 727 | 0.19% | 0.19% | 575 | -1,895 | -11.51% | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 14,088 | 703 | 0.06% | 0.07% | 576 | +2,082 | 17.34% | Q1 2026 | May 12, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 14,021 | 700 | 0.36% | 0.3% | 577 | +2,316 | 19.79% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Added to | 14,000 | 699 | 0.01% | 0.01% | 578 | +5,000 | 55.56% | Q1 2026 | May 08, 2026 |
| Wellington Shields & Co., LLC | History | No change | 14,000 | 699 | 0.18% | 0.17% | 579 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Adams Wealth Management | History | Added to | 13,990 | 698 | 0.15% | 0.14% | 580 | +992 | 7.63% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 13,990 | 698 | 0.13% | 0.12% | 581 | +992 | 7.63% | Q1 2026 | May 11, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 13,731 | 685 | 0.16% | 0.23% | 582 | -6,751 | -32.96% | Q1 2026 | Apr 17, 2026 |
| Pathstone Holdings, LLC | History | Added to | 13,678 | 683 | 0.0% | 0.0% | 583 | +998 | 7.87% | Q1 2026 | May 11, 2026 |
| Blueprint Financial Advisors LLC | History | New | 13,539 | 676 | 0.1% | — | 584 | +13,539 | New | Q1 2026 | May 11, 2026 |
| Berger Financial Group, Inc | History | Added to | 13,303 | 664 | 0.04% | 0.02% | 585 | +7,256 | 119.99% | Q1 2026 | Apr 28, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 13,117 | 648 | 0.2% | 0.2% | 586 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Synergy Asset Management, LLC | History | Added to | 12,961 | 647 | 0.07% | 0.05% | 587 | +3,315 | 34.37% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | Reduced | 12,816 | 640 | 0.02% | 0.02% | 588 | -512 | -3.84% | Q1 2026 | Apr 21, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 12,713 | 635 | 0.23% | 0.21% | 589 | -60 | -0.47% | Q1 2026 | May 12, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 12,700 | 634 | 0.37% | 0.36% | 590 | -176 | -1.37% | Q1 2026 | Apr 29, 2026 |
| Ascent Group, LLC | History | Added to | 12,668 | 632 | 0.02% | 0.02% | 591 | +3,536 | 38.72% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,621 | 630 | 0.01% | 0.01% | 592 | +1,146 | 9.99% | Q1 2026 | Apr 20, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 12,518 | 625 | 0.29% | 0.3% | 593 | -336 | -2.61% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 12,494 | 624 | 0.47% | 0.34% | 594 | +3,414 | 37.6% | Q1 2026 | Apr 16, 2026 |
| Private Harbour Investment Management & Counsel, LLC | History | No change | 12,395 | 619 | 0.68% | 0.64% | 595 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Avion Wealth | History | Reduced | 12,365 | 617 | 0.13% | 0.16% | 596 | -3,493 | -22.03% | Q1 2026 | May 01, 2026 |
| Seelaus Asset Management LLC | History | New | 12,219 | 610 | 0.44% | — | 597 | +12,219 | New | Q1 2026 | Apr 29, 2026 |
| FineMark National Bank & Trust | History | No change | 12,216 | 604 | 0.02% | 0.02% | 598 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 12,064 | 602 | 0.01% | — | 599 | +12,064 | New | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 11,976 | 598 | 0.02% | 0.02% | 600 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 11,899 | 594 | 0.01% | 0.01% | 601 | +6,320 | 113.28% | Q1 2026 | May 11, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 11,803 | 589 | 0.53% | 0.63% | 603 | -1,998 | -14.48% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | No change | 11,795 | 589 | 0.11% | 0.1% | 602 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 11,648 | 581 | 0.06% | 0.06% | 604 | -1 | -0.01% | Q1 2026 | May 05, 2026 |
| BRIGHTON JONES LLC | History | New | 11,590 | 578 | 0.01% | — | 606 | +11,590 | New | Q1 2026 | Aug 06, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 11,579 | 578 | 0.51% | 0.25% | 605 | +4,519 | 64.01% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Reduced | 11,329 | 565 | 0.01% | 0.01% | 607 | -6,633 | -36.93% | Q1 2026 | May 15, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 11,318 | 565 | 0.58% | 0.53% | 608 | +1,414 | 14.28% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | New | 11,200 | 559 | 0.0% | — | 609 | +11,200 | New | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 11,145 | 556 | 0.16% | 0.15% | 610 | -357 | -3.1% | Q1 2026 | Apr 16, 2026 |
| Arkos Global Advisors | History | No change | 11,102 | 555 | 0.07% | 0.07% | 611 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Northstar Group, Inc. | History | No change | 11,077 | 553 | 0.08% | 0.07% | 612 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 11,009 | 549 | 0.01% | 0.01% | 613 | -1,091 | -9.02% | Q1 2026 | May 01, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 10,974 | 548 | 0.59% | — | 614 | +10,974 | New | Q1 2026 | Apr 20, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 10,950 | 546 | 0.17% | 0.16% | 615 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 10,905 | 544 | 0.01% | 0.01% | 616 | +4,515 | 70.66% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 10,885 | 543 | 0.09% | 0.09% | 617 | +127 | 1.18% | Q1 2026 | Apr 29, 2026 |
| Trademark Financial Management, LLC | History | Added to | 10,860 | 542 | 0.27% | 0.19% | 618 | +3,920 | 56.48% | Q1 2026 | Apr 27, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 10,864 | 542 | 0.32% | 0.32% | 619 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 10,813 | 540 | 0.32% | 0.32% | 620 | +88 | 0.82% | Q1 2026 | Apr 23, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 10,782 | 538 | 0.49% | 0.49% | 621 | -1 | -0.01% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 10,673 | 533 | 0.06% | 0.05% | 622 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Caldwell Trust Co | History | Reduced | 10,620 | 530 | 0.05% | 0.05% | 623 | -500 | -4.5% | Q1 2026 | Apr 22, 2026 |
| TERRIL BROTHERS, INC. | History | New | 10,575 | 528 | 0.14% | — | 624 | +10,575 | New | Q1 2026 | May 06, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 10,513 | 525 | 0.3% | 0.27% | 625 | +1,019 | 10.73% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,404 | 519 | 0.01% | 0.0% | 626 | +5,864 | 129.16% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,170 | 508 | 0.01% | 0.01% | 628 | -67 | -0.65% | Q1 2026 | May 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 10,184 | 508 | 0.08% | 0.08% | 627 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 10,105 | 504 | 0.01% | 0.01% | 629 | +371 | 3.81% | Q1 2026 | Apr 21, 2026 |
| GEM Asset Management, LLC | History | New | 10,022 | 500 | 0.22% | — | 631 | +10,022 | New | Q1 2026 | Apr 10, 2026 |
| Allie Family Office LLC | History | New | 10,016 | 500 | 0.22% | — | 630 | +10,016 | New | Q1 2026 | May 13, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | Added to | 9,955 | 497 | 0.37% | 0.15% | 632 | +5,890 | 144.9% | Q1 2026 | Jul 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 9,835 | 495 | 0.01% | 0.04% | 633 | -45,039 | -82.08% | Q1 2026 | May 06, 2026 |
| Thayer Partners, LLC / MA | History | Reduced | 9,897 | 494 | 0.24% | 0.25% | 634 | -621 | -5.9% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | New | 9,816 | 490 | 0.01% | — | 635 | +9,816 | New | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 9,790 | 489 | 0.01% | — | 636 | +9,790 | New | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 9,739 | 486 | 0.02% | 0.03% | 637 | -9,026 | -48.1% | Q1 2026 | Apr 27, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 9,660 | 482 | 0.07% | 0.06% | 638 | +1,457 | 17.76% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Reduced | 9,657 | 482 | 0.01% | 0.01% | 639 | -891 | -8.45% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,614 | 480 | 0.01% | 0.01% | 640 | +2,544 | 35.98% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,581 | 478 | 0.03% | 0.02% | 641 | +1,879 | 24.4% | Q1 2026 | Apr 30, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 9,446 | 471 | 0.04% | 0.04% | 642 | -1,846 | -16.35% | Q1 2026 | May 07, 2026 |
| Oath Planning, LLC | History | Reduced | 9,333 | 466 | 0.41% | 0.47% | 643 | -299 | -3.1% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 9,406 | 465 | 0.01% | 0.01% | 644 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 9,286 | 463 | 0.0% | 0.0% | 645 | -34 | -0.36% | Q1 2026 | Apr 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 9,236 | 461 | 0.03% | 0.05% | 646 | -7,282 | -44.09% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,118 | 455 | 0.0% | 0.01% | 647 | -9,722 | -51.6% | Q1 2026 | May 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 9,028 | 450 | 0.06% | 0.1% | 648 | -7,113 | -44.07% | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 8,940 | 446 | 0.01% | 0.01% | 649 | -688 | -7.15% | Q1 2026 | May 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 8,921 | 445 | 0.05% | 0.06% | 650 | -1,970 | -18.09% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 8,907 | 444 | 0.01% | 0.0% | 651 | +3,944 | 79.47% | Q1 2026 | Apr 28, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 8,885 | 443 | 0.18% | 0.18% | 652 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 8,815 | 440 | 0.17% | 0.15% | 653 | +1,528 | 20.97% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 8,584 | 428 | 0.03% | 0.02% | 654 | +2,811 | 48.69% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,555 | 427 | 0.02% | 0.01% | 655 | +1,513 | 21.49% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, LLC | History | No change | 8,536 | 426 | 0.03% | 0.03% | 656 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | No change | 8,408 | 419 | 0.02% | 0.02% | 657 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 8,285 | 413 | 0.08% | 0.08% | 658 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 8,222 | 410 | 0.03% | 0.02% | 659 | -201 | -2.39% | Q1 2026 | Apr 24, 2026 |
| Trilogy Capital Inc. | History | Reduced | 8,182 | 408 | 0.02% | 0.02% | 660 | -69 | -0.84% | Q1 2026 | Apr 21, 2026 |
| Firestone Capital Management | History | Added to | 8,156 | 407 | 0.08% | 0.04% | 661 | +4,003 | 96.39% | Q1 2026 | May 08, 2026 |
| Creekside Partners | History | No change | 8,152 | 407 | 0.17% | 0.17% | 662 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Marex Group plc | History | Added to | 8,079 | 403 | 0.0% | 0.0% | 664 | +218 | 2.77% | Q1 2026 | May 13, 2026 |
| Brewster Financial Planning LLC | History | No change | 8,086 | 403 | 0.24% | 0.25% | 663 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Alhambra Investment Management LLC | History | Added to | 7,969 | 398 | 0.18% | 0.13% | 665 | +2,251 | 39.37% | Q1 2026 | Apr 15, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 7,963 | 397 | 0.04% | 0.1% | 666 | -11,138 | -58.31% | Q1 2026 | May 08, 2026 |
| Southland Equity Partners LLC | History | Reduced | 7,955 | 397 | 0.08% | 0.08% | 667 | -303 | -3.67% | Q1 2026 | Apr 14, 2026 |
| Thompson David Blair | History | Added to | 7,950 | 397 | 0.23% | 0.22% | 668 | +175 | 2.25% | Q1 2026 | Aug 14, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 7,942 | 396 | 0.37% | 0.38% | 669 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Provident Living Financial Services, Inc. | History | No change | 7,905 | 394 | 0.43% | 0.38% | 670 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 7,681 | 383 | 0.08% | 0.1% | 671 | -886 | -10.34% | Q1 2026 | May 11, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 7,644 | 381 | 0.14% | 0.19% | 672 | +125 | 1.66% | Q1 2026 | May 12, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 7,496 | 374 | 0.3% | 0.42% | 673 | -2,324 | -23.67% | Q1 2026 | May 15, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 7,344 | 366 | 0.21% | 0.23% | 674 | -181 | -2.41% | Q1 2026 | Apr 16, 2026 |
| Main Street Group, LTD | History | Reduced | 7,311 | 365 | 0.11% | 0.14% | 675 | -767 | -9.49% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,299 | 364 | 0.02% | 0.02% | 676 | -1,380 | -15.9% | Q1 2026 | May 12, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 7,221 | 360 | 0.26% | 0.22% | 677 | +892 | 14.09% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 7,112 | 354 | 0.07% | 0.01% | 678 | +6,689 | 1581.32% | Q1 2026 | May 11, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 7,097 | 354 | 0.22% | 0.21% | 679 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NWAM LLC | History | New | 7,015 | 350 | 0.02% | — | 680 | +7,015 | New | Q1 2026 | May 04, 2026 |
| WJ Financial Advisors LLC | History | No change | 6,999 | 349 | 0.28% | 0.31% | 681 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Old North State Trust, LLC | History | Reduced | 6,917 | 346 | 0.21% | 0.26% | 682 | -1,815 | -20.79% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 6,876 | 343 | 0.02% | 0.02% | 683 | -921 | -11.81% | Q1 2026 | May 06, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 6,825 | 340 | 0.24% | 0.26% | 684 | -1,000 | -12.78% | Q1 2026 | May 12, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 6,864 | 339 | 0.11% | 0.11% | 685 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 6,785 | 338 | 0.03% | 0.02% | 686 | +453 | 7.15% | Q1 2026 | May 15, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 6,749 | 337 | 0.19% | 0.19% | 688 | +577 | 9.35% | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | Reduced | 6,750 | 337 | 0.01% | 0.01% | 687 | -93 | -1.36% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 6,726 | 335 | 0.02% | — | 689 | +6,726 | New | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 6,668 | 333 | 0.1% | 0.29% | 690 | -12,630 | -65.45% | Q1 2026 | Apr 20, 2026 |
| Inspire Advisors, LLC | History | New | 6,653 | 332 | 0.03% | — | 691 | +6,653 | New | Q1 2026 | May 15, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 6,639 | 331 | 0.17% | 0.16% | 692 | -77 | -1.15% | Q1 2026 | May 06, 2026 |
| Chicago Capital, LLC | History | No change | 6,553 | 327 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 6,535 | 326 | 0.01% | 0.02% | 694 | -19,768 | -75.15% | Q1 2026 | Apr 29, 2026 |
| Wedmont Private Capital | History | Added to | 6,518 | 325 | 0.01% | 0.01% | 695 | +414 | 6.78% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Retirement, LLC | History | No change | 6,508 | 325 | 0.02% | 0.02% | 696 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 6,481 | 323 | 0.01% | 0.01% | 697 | +383 | 6.28% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,510 | 321 | 0.02% | 0.02% | 698 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,376 | 318 | 0.01% | 0.01% | 699 | -1,124 | -14.99% | Q1 2026 | Apr 22, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 6,299 | 314 | 0.07% | — | 701 | +6,299 | New | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | Added to | 6,306 | 314 | 0.01% | 0.01% | 700 | +484 | 8.31% | Q1 2026 | Aug 10, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 6,234 | 311 | 0.09% | 0.08% | 702 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 6,207 | 310 | 0.08% | 0.11% | 703 | -3,252 | -34.38% | Q1 2026 | Apr 30, 2026 |
| Five Oceans Advisors | History | No change | 6,158 | 307 | 0.11% | 0.11% | 704 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 6,126 | 305 | 0.04% | 0.04% | 705 | +592 | 10.7% | Q1 2026 | Apr 24, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 6,041 | 301 | 0.19% | 0.18% | 706 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 6,098 | 301 | 0.19% | 0.19% | 707 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 5,989 | 299 | 0.02% | 0.03% | 708 | -1,276 | -17.56% | Q1 2026 | May 01, 2026 |
| Red Wave Investments LLC | History | No change | 5,997 | 299 | 0.09% | 0.09% | 709 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dogwood Wealth Management LLC | History | No change | 5,998 | 299 | 0.13% | 0.13% | 710 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sankala Group LLC | History | Reduced | 5,991 | 298 | 0.24% | 0.27% | 711 | -876 | -12.76% | Q1 2026 | Mar 31, 2026 |
| Csenge Advisory Group | History | Reduced | 5,837 | 291 | 0.01% | 0.08% | 712 | -27,777 | -82.64% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,712 | 285 | 0.0% | 0.0% | 713 | +564 | 10.96% | Q1 2026 | May 08, 2026 |
| DUTCH ASSET Corp | History | Reduced | 5,700 | 284 | 0.19% | 0.24% | 714 | -600 | -9.52% | Q1 2026 | May 08, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,665 | 282 | 0.04% | 0.06% | 715 | -2,307 | -28.94% | Q1 2026 | May 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 5,660 | 282 | 0.28% | 0.28% | 717 | +43 | 0.77% | Q1 2026 | Apr 14, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 5,664 | 282 | 0.06% | 0.06% | 716 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 5,637 | 281 | 0.11% | 0.1% | 718 | +423 | 8.11% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 5,585 | 278 | 0.05% | 0.05% | 719 | -47 | -0.83% | Q1 2026 | May 08, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 5,528 | 276 | 0.04% | 0.08% | 720 | -7,100 | -56.22% | Q1 2026 | Apr 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 5,532 | 273 | 0.0% | 0.0% | 722 | -305,005 | -98.22% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 5,483 | 273 | 0.02% | 0.0% | 723 | +4,762 | 660.47% | Q1 2026 | Apr 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 5,474 | 273 | 0.01% | 0.01% | 721 | -281 | -4.88% | Q1 2026 | Apr 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 5,461 | 272 | 0.03% | — | 724 | +5,461 | New | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,414 | 270 | 0.0% | 0.0% | 725 | +2,956 | 120.26% | Q1 2026 | Jun 02, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 5,374 | 268 | 0.05% | 0.05% | 726 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 5,350 | 267 | 0.08% | 0.08% | 727 | +79 | 1.5% | Q1 2026 | Apr 28, 2026 |
| BluePrint Investing LLC | History | Added to | 5,355 | 267 | 0.21% | 0.21% | 728 | +48 | 0.9% | Q1 2026 | Apr 22, 2026 |
| eCIO, Inc. | History | Added to | 5,309 | 265 | 0.12% | 0.12% | 729 | +186 | 3.63% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 5,275 | 263 | 0.0% | 0.0% | 730 | -1,430 | -21.33% | Q1 2026 | Apr 23, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 5,293 | 263 | 0.07% | 0.07% | 731 | +201 | 3.95% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Added to | 5,262 | 262 | 0.01% | 0.0% | 733 | +4,480 | 572.89% | Q1 2026 | May 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 5,227 | 262 | 0.09% | 0.1% | 732 | -197 | -3.63% | Q1 2026 | May 08, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 5,255 | 262 | 0.09% | 0.09% | 734 | -12 | -0.23% | Q1 2026 | Apr 20, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 5,292 | 261 | 0.4% | 0.4% | 735 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Archer Investment Corp | History | Reduced | 5,206 | 260 | 0.06% | 0.06% | 736 | -135 | -2.53% | Q1 2026 | May 04, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 5,214 | 260 | 0.05% | 0.05% | 737 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| May Hill Capital, LLC | History | No change | 5,221 | 260 | 0.07% | 0.07% | 738 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,196 | 259 | 0.01% | 0.01% | 739 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 5,149 | 257 | 0.18% | 0.18% | 741 | -80 | -1.53% | Q1 2026 | Apr 23, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 5,165 | 257 | 0.05% | 0.05% | 740 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Composition Wealth, LLC | History | Reduced | 5,142 | 256 | 0.0% | 0.01% | 742 | -2,512 | -32.82% | Q1 2026 | Apr 08, 2026 |
| Tenzing Financial LLC | History | Reduced | 5,081 | 254 | 0.19% | 0.22% | 744 | -428 | -7.77% | Q1 2026 | Apr 15, 2026 |
| Arnold Financial Planning LLC | History | No change | 5,094 | 254 | 0.24% | 0.26% | 743 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Evercore Wealth Management, LLC | History | No change | 5,071 | 253 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 5,059 | 252 | 0.03% | 0.18% | 746 | -21,475 | -80.93% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,047 | 252 | 0.01% | 0.01% | 747 | +571 | 12.76% | Q1 2026 | Apr 28, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 4,991 | 249 | 0.16% | 0.15% | 748 | +138 | 2.84% | Q1 2026 | May 13, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 4,938 | 246 | 0.05% | 0.08% | 750 | -2,554 | -34.09% | Q1 2026 | May 05, 2026 |
| Sequent Planning LLC | History | Added to | 4,941 | 246 | 0.06% | 0.05% | 751 | +604 | 13.93% | Q1 2026 | Apr 21, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 4,931 | 246 | 0.05% | 0.05% | 749 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Merited Wealth, LLC | History | Reduced | 4,887 | 244 | 0.2% | 0.29% | 752 | -1,524 | -23.77% | Q1 2026 | Apr 24, 2026 |
| DeDora Capital, Inc. | History | New | 4,837 | 241 | 0.06% | — | 753 | +4,837 | New | Q1 2026 | Apr 27, 2026 |
| Key FInancial Inc | History | No change | 4,797 | 239 | 0.04% | 0.04% | 754 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 4,719 | 235 | 0.07% | 0.07% | 756 | +170 | 3.74% | Q1 2026 | Apr 22, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 4,710 | 235 | 0.09% | 0.08% | 757 | -4 | -0.08% | Q1 2026 | May 07, 2026 |
| TruNorth Capital Management, LLC | History | No change | 4,705 | 235 | 0.05% | 0.04% | 755 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tribridge Partners Financial LLC | History | No change | 4,712 | 235 | 0.1% | 0.1% | 758 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| American Trust | History | Reduced | 4,704 | 234 | 0.02% | 0.04% | 759 | -5,008 | -51.57% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,680 | 233 | 0.01% | 0.01% | 760 | +17 | 0.36% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,624 | 230 | 0.02% | 0.08% | 761 | -19,189 | -80.58% | Q1 2026 | Apr 20, 2026 |
| Lynx Investment Advisory | History | Reduced | 4,618 | 230 | 0.11% | 0.23% | 762 | -3,919 | -45.91% | Q1 2026 | Apr 24, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 4,567 | 228 | 0.11% | 0.12% | 763 | -378 | -7.64% | Q1 2026 | May 12, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 4,514 | 227 | 0.15% | 0.16% | 764 | +2 | 0.04% | Q1 2026 | May 06, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 4,515 | 225 | 0.25% | 0.31% | 766 | -1,954 | -30.21% | Q1 2026 | May 15, 2026 |
| Palisade Asset Management, LLC | History | No change | 4,513 | 225 | 0.02% | 0.02% | 765 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Management, Inc. | History | New | 4,465 | 223 | 0.08% | — | 767 | +4,465 | New | Q1 2026 | Apr 22, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 4,464 | 222 | 0.01% | 0.01% | 768 | -125 | -2.72% | Q1 2026 | May 13, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 4,407 | 220 | 0.18% | 0.18% | 769 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Napier Financial, LLC | History | New | 4,373 | 218 | 0.05% | — | 771 | +4,373 | New | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | No change | 4,370 | 218 | 0.02% | 0.02% | 770 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 4,275 | 215 | 0.12% | — | 773 | +4,275 | New | Q1 2026 | May 19, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 4,319 | 215 | 0.01% | 0.01% | 772 | +107 | 2.54% | Q1 2026 | Apr 20, 2026 |
| Red Mountain Financial, LLC | History | New | 4,304 | 214 | 0.2% | — | 776 | +4,304 | New | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Reduced | 4,295 | 214 | 0.01% | 0.01% | 775 | -1,545 | -26.46% | Q1 2026 | Apr 27, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 4,295 | 214 | 0.02% | 0.02% | 774 | +122 | 2.92% | Q1 2026 | May 06, 2026 |
| VERITY Wealth Advisors | History | No change | 4,239 | 211 | 0.14% | 0.13% | 777 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 4,213 | 210 | 0.03% | 0.04% | 781 | -2,212 | -34.43% | Q1 2026 | Apr 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 4,219 | 210 | 0.01% | 0.02% | 779 | -1,731 | -29.09% | Q1 2026 | May 21, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 4,223 | 210 | 0.01% | 0.01% | 780 | -3 | -0.07% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 4,222 | 210 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Proactive Wealth Strategies LLC | History | New | 4,138 | 206 | 0.04% | — | 783 | +4,138 | New | Q1 2026 | Apr 29, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 4,141 | 206 | 0.3% | 0.46% | 782 | -2,473 | -37.39% | Q1 2026 | Apr 10, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 4,110 | 205 | 0.03% | 0.04% | 784 | -1,662 | -28.79% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 4,104 | 204 | 0.02% | 0.02% | 785 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allied Investment Advisors, LLC | History | New | 4,014 | 200 | 0.03% | — | 788 | +4,014 | New | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,010 | 200 | 0.0% | — | 787 | +4,010 | New | Q1 2026 | May 12, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 4,019 | 200 | 0.09% | 0.12% | 786 | -1,379 | -25.55% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | No change | 3,915 | 195 | 0.01% | 0.01% | 789 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,825 | 191 | 0.01% | 0.01% | 790 | -1,193 | -23.77% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 3,727 | 186 | 0.0% | 0.01% | 791 | -20,097 | -84.36% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 3,552 | 177 | 0.09% | 0.13% | 792 | -1,653 | -31.76% | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | No change | 3,412 | 170 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,400 | 169 | 0.03% | 0.03% | 794 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hilltop National Bank | History | No change | 3,313 | 165 | 0.04% | 0.04% | 795 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 3,198 | 159 | 0.04% | 0.03% | 796 | +615 | 23.81% | Q1 2026 | May 14, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Added to | 3,187 | 159 | 0.15% | 0.13% | 797 | +274 | 9.41% | Q1 2026 | Jun 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,156 | 157 | 0.0% | 0.0% | 798 | +2,209 | 233.26% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,076 | 153 | 0.01% | 0.02% | 799 | -1,039 | -25.25% | Q1 2026 | Apr 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 3,038 | 152 | 0.02% | 0.02% | 800 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 3,012 | 150 | 0.14% | 0.2% | 801 | -1,135 | -27.37% | Q1 2026 | May 05, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 3,000 | 149 | 0.1% | — | 802 | +3,000 | New | Q1 2026 | May 07, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 2,864 | 143 | 0.12% | — | 804 | +2,864 | New | Q1 2026 | May 11, 2026 |
| First Pacific Financial | History | Added to | 2,867 | 143 | 0.02% | 0.0% | 803 | +2,244 | 360.19% | Q1 2026 | Apr 23, 2026 |
| Legacy Bridge, LLC | History | No change | 2,588 | 129 | 0.05% | 0.05% | 805 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Added to | 2,481 | 123 | 0.01% | 0.0% | 806 | +2,340 | 1659.57% | Q1 2026 | May 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,371 | 118 | 0.01% | 0.01% | 807 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Torren Management, LLC | History | Added to | 2,324 | 116 | 0.06% | 0.02% | 808 | +1,380 | 146.19% | Q1 2026 | Apr 30, 2026 |
| Tidemark, LLC | History | Added to | 2,321 | 115 | 0.03% | 0.01% | 809 | +1,813 | 356.89% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | No change | 2,298 | 114 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,090 | 105 | 0.0% | 0.0% | 811 | -42 | -1.97% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 2,100 | 104 | 0.0% | — | 813 | +2,100 | New | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,092 | 104 | 0.01% | 0.0% | 812 | +897 | 75.06% | Q1 2026 | May 15, 2026 |
| Stelac Advisory Services LLC | History | No change | 2,055 | 102 | 0.02% | 0.04% | 814 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 2,041 | 101 | 0.09% | 0.09% | 815 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strengthening Families & Communities, LLC | History | New | 1,981 | 98 | 0.02% | — | 816 | +1,981 | New | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,897 | 94 | 0.01% | 0.01% | 817 | -1,108 | -36.87% | Q1 2026 | May 29, 2026 |
| ROGCO, LP | History | No change | 1,820 | 90 | 0.03% | 0.03% | 818 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,656 | 82 | 0.02% | — | 819 | +1,650 | 27500.0% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,612 | 80 | 0.01% | 0.01% | 820 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,561 | 77 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | No change | 1,524 | 76 | 0.02% | 0.02% | 822 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LAM GROUP, INC. | History | Reduced | 1,500 | 74 | 0.04% | 0.28% | 824 | -8,313 | -84.71% | Q1 2026 | Apr 22, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1,487 | 74 | 0.02% | 0.02% | 823 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 1,481 | 73 | 0.07% | — | 825 | +1,481 | New | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 1,373 | 68 | 0.0% | 0.0% | 826 | -227 | -14.19% | Q1 2026 | Apr 24, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,368 | 68 | 0.01% | 0.01% | 827 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,345 | 67 | 0.0% | 0.0% | 828 | -3,115 | -69.84% | Q1 2026 | May 06, 2026 |
| Coastline Trust Co | History | Reduced | 1,310 | 65 | 0.01% | 0.01% | 829 | -160 | -10.88% | Q1 2026 | Apr 03, 2026 |
| BlackRock, Inc. | History | Reduced | 1,270 | 63 | 0.0% | 0.0% | 830 | -335,268 | -99.62% | Q1 2026 | May 13, 2026 |
| Capital Advisor Network LLC | History | New | 1,277 | 63 | 0.09% | — | 831 | +1,277 | New | Q1 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,242 | 62 | 0.02% | 0.02% | 833 | +41 | 3.41% | Q1 2026 | Apr 24, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,247 | 62 | 0.05% | 0.04% | 832 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,187 | 59 | 0.01% | 0.0% | 834 | +1,066 | 880.99% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | No change | 1,000 | 49 | 0.0% | 0.01% | 835 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,000 | 49 | 0.02% | 0.02% | 836 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 950 | 47 | 0.01% | 0.01% | 837 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 848 | 42 | 0.03% | 0.16% | 838 | -3,552 | -80.73% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 805 | 40 | 0.0% | 0.0% | 839 | -115 | -12.5% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 726 | 36 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arlington Trust Co LLC | History | New | 710 | 35 | 0.0% | — | 843 | +710 | New | Q1 2026 | Apr 08, 2026 |
| MOTCO | History | No change | 720 | 35 | 0.0% | 0.0% | 841 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 703 | 35 | 0.02% | 0.02% | 842 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 670 | 33 | 0.01% | 0.02% | 844 | -677 | -50.26% | Q1 2026 | May 07, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 678 | 33 | 0.01% | 0.01% | 845 | -81 | -10.67% | Q1 2026 | May 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 630 | 31 | 0.0% | 0.0% | 846 | -671 | -51.58% | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 608 | 30 | 0.02% | 0.02% | 847 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 587 | 29 | 0.0% | — | 848 | +587 | New | Q1 2026 | Apr 28, 2026 |
| PlanVest Financial, Inc | History | New | 580 | 28 | 0.02% | — | 851 | +580 | New | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 567 | 28 | 0.0% | 0.0% | 849 | +518 | 1057.14% | Q1 2026 | Apr 28, 2026 |
| Investors Research Corp | History | No change | 567 | 28 | 0.01% | 0.01% | 850 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Sound Income Strategies, LLC | History | Added to | 542 | 27 | 0.0% | 0.0% | 852 | +213 | 64.74% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 519 | 25 | 0.0% | 0.0% | 853 | +200 | 62.7% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | No change | 500 | 24 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 483 | 24 | 0.01% | 0.01% | 855 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 455 | 22 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| IFP Advisors, Inc | History | Reduced | 437 | 21 | 0.0% | 0.0% | 857 | -164 | -27.29% | Q1 2026 | Apr 13, 2026 |
| 10Elms LLP | History | Reduced | 404 | 20 | 0.01% | 0.03% | 858 | -190 | -31.99% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 400 | 19 | 0.0% | — | 859 | +400 | New | Q1 2026 | Apr 17, 2026 |
| Accordant Advisory Group Inc | History | New | 400 | 19 | 0.01% | — | 860 | +400 | New | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 380 | 18 | 0.0% | — | 862 | +380 | New | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 372 | 18 | 0.0% | 0.0% | 861 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | New | 347 | 17 | 0.01% | — | 865 | +347 | New | Q1 2026 | Apr 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 353 | 17 | 0.0% | 0.0% | 864 | +178 | 101.71% | Q1 2026 | Apr 08, 2026 |
| ORG Partners LLC | History | No change | 360 | 17 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tradewinds Capital Management, LLC | History | New | 326 | 16 | 0.0% | — | 867 | +326 | New | Q1 2026 | Apr 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 337 | 16 | 0.01% | 0.01% | 866 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 314 | 15 | 0.0% | 0.0% | 869 | +214 | 214.0% | Q1 2026 | Apr 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 316 | 15 | 0.0% | 0.0% | 868 | -59 | -15.73% | Q1 2026 | May 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 300 | 14 | 0.0% | 0.0% | 870 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 267 | 13 | 0.01% | 0.01% | 874 | -266 | -49.91% | Q1 2026 | Apr 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 277 | 13 | 0.01% | 0.0% | 872 | +126 | 83.44% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | No change | 267 | 13 | 0.0% | 0.0% | 871 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Transce3nd, LLC | History | No change | 280 | 13 | 0.12% | 0.1% | 873 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 246 | 12 | 0.01% | 0.01% | 875 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 246 | 12 | 0.01% | 0.01% | 876 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CGC Financial Services, LLC | History | No change | 246 | 12 | 0.0% | 0.0% | 877 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Motiv8 Investments LLC | History | No change | 244 | 12 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Navigoe, LLC | History | New | 225 | 11 | 0.01% | — | 883 | +225 | New | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Added to | 225 | 11 | 0.0% | — | 882 | +224 | 22400.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 231 | 11 | 0.0% | 0.0% | 879 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 236 | 11 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 231 | 11 | 0.0% | 0.0% | 881 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EFG International AG | History | New | 220 | 10 | 0.0% | — | 886 | +220 | New | Q1 2026 | May 15, 2026 |
| Holos Integrated Wealth LLC | History | New | 200 | 10 | 0.01% | — | 885 | +200 | New | Q1 2026 | Apr 08, 2026 |
| Financial Connections Group, Inc. | History | No change | 202 | 10 | 0.0% | 0.0% | 884 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | Reduced | 186 | 9 | 0.0% | 0.0% | 887 | -63 | -25.3% | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 153 | 8 | 0.0% | 0.0% | 888 | +21 | 15.91% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | No change | 170 | 8 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 152 | 7 | 0.0% | 0.0% | 891 | +28 | 22.58% | Q1 2026 | May 01, 2026 |
| COUNTRY TRUST BANK | History | No change | 144 | 7 | 0.0% | 0.0% | 890 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 149 | 7 | 0.0% | 0.0% | 892 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 134 | 6 | 0.0% | — | 895 | +134 | New | Q1 2026 | Apr 29, 2026 |
| Bangor Savings Bank | History | New | 132 | 6 | 0.0% | — | 896 | +132 | New | Q1 2026 | Apr 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 127 | 6 | 0.0% | — | 894 | +127 | New | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 127 | 6 | 0.0% | 0.0% | 893 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 108 | 5 | 0.0% | 0.0% | 899 | -1,681 | -93.96% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | No change | 119 | 5 | 0.0% | 0.0% | 897 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fortis Group Advisors, LLC | History | No change | 117 | 5 | 0.0% | 0.0% | 898 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | No change | 91 | 5 | 0.0% | 0.0% | 900 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | No change | 119 | 5 | 0.0% | 0.0% | 901 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Reduced | 96 | 4 | 0.01% | 0.15% | 902 | -67,250 | -99.86% | Q1 2026 | May 12, 2026 |
| Eukles Asset Management | History | New | 89 | 4 | 0.0% | — | 906 | +89 | New | Q1 2026 | May 05, 2026 |
| CITY HOLDING CO | History | New | 88 | 4 | 0.0% | — | 905 | +88 | New | Q1 2026 | Apr 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 90 | 4 | 0.0% | 0.0% | 903 | +17 | 23.29% | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 96 | 4 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 72 | 3 | 0.0% | 0.0% | 907 | -18 | -20.0% | Q1 2026 | Apr 09, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 64 | 3 | 0.0% | 0.0% | 908 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 54 | 2 | 0.0% | 0.0% | 909 | -1,760 | -97.02% | Q1 2026 | May 14, 2026 |
| United Financial Planning Group LLC | History | New | 50 | 2 | 0.0% | — | 914 | +50 | New | Q1 2026 | May 08, 2026 |
| Vanguard National Trust Co | History | New | 47 | 2 | 0.0% | — | 913 | +47 | New | Q1 2026 | May 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 41 | 2 | 0.0% | 0.0% | 910 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 911 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bank of New Hampshire | History | No change | 45 | 2 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 35 | 1 | 0.0% | — | 920 | +35 | New | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | New | 32 | 1 | 0.0% | — | 922 | +32 | New | Q1 2026 | Apr 30, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 916 | -29 | -52.73% | Q1 2026 | May 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 27 | 1 | 0.0% | — | 921 | +27 | New | Q1 2026 | May 07, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 915 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Clayton Financial Group LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fairscale Capital, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 918 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 24 | 1 | 0.0% | 0.0% | 919 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.59% | — | -538,707 | -100.0% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -319,501 | -100.0% | Q1 2026 | May 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.56% | — | -46,924 | -100.0% | Q1 2026 | May 14, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -46,632 | -100.0% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -43,217 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -42,451 | -100.0% | Q1 2026 | May 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -41,247 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.33% | — | -35,699 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,259 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.29% | — | -24,799 | -100.0% | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,016 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Montis Financial, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -12,018 | -100.0% | Q1 2026 | May 11, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -11,203 | -100.0% | Q1 2026 | May 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,942 | -100.0% | Q1 2026 | May 15, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,680 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,627 | -100.0% | Q1 2026 | May 14, 2026 |
| Envision Financial LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -10,584 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,598 | -100.0% | Q1 2026 | May 07, 2026 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,213 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -7,888 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,858 | -100.0% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.06% | — | -6,885 | -100.0% | Q1 2026 | Apr 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,798 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,581 | -100.0% | Q1 2026 | May 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.19% | — | -6,389 | -100.0% | Q1 2026 | May 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.18% | — | -6,352 | -100.0% | Q1 2026 | Apr 08, 2026 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,397 | -100.0% | Q1 2026 | May 12, 2026 |
| Cascade Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,212 | -100.0% | Q1 2026 | May 12, 2026 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,045 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -4,673 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elser Financial Planning, Inc | History | Closed out | 0 | 0 | — | 0.17% | — | -4,653 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,518 | -100.0% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,514 | -100.0% | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,421 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,392 | -100.0% | Q1 2026 | May 01, 2026 |
| Fortis Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,364 | -100.0% | Q1 2026 | May 11, 2026 |
| E-Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,177 | -100.0% | Q1 2026 | Jun 11, 2026 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,157 | -100.0% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,595 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,492 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,122 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -725 | -100.0% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -487 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Blume Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 01, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -289 | -100.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q1 2026 | May 12, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 24, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 13, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 11 | 0 | — | — | — | -1 | -8.33% | Q1 2026 | Apr 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 14, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quaker Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Global Wealth Strategies & Associates | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunrise Financial Services, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |