VANGUARD SCOTTSDALE FUNDS - VTWO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,836,224 | 2,387,674 | 0.17% | 0.21% | 1 | -5,685,693 | -19.26% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 12,813,599 | 1,283,538 | 0.19% | 0.02% | 2 | +11,277,914 | 734.39% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 8,936,601 | 895,179 | 0.05% | 0.05% | 3 | +125,406 | 1.42% | Q1 2026 | May 15, 2026 |
| NEOS Investment Management LLC | History | Added to | 6,604,674 | 661,590 | 3.34% | 2.6% | 4 | +2,088,921 | 46.26% | Q1 2026 | May 15, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | New | 6,090 | 610,035 | 6.85% | — | 5 | +6,090 | New | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Added to | 5,758,210 | 576,826 | 0.7% | 0.61% | 6 | +497,732 | 9.46% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,197,675 | 412,177 | 0.2% | 0.06% | 7 | +3,220,846 | 329.72% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,740,846 | 374,720 | 0.07% | 0.06% | 8 | +215,661 | 6.12% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,597,245 | 360,335 | 0.1% | 0.02% | 9 | +3,080,859 | 596.62% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,940,701 | 294,570 | 0.03% | 0.04% | 10 | -422,473 | -12.56% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 2,916,172 | 292,113 | 0.41% | 0.83% | 11 | -2,944,778 | -50.24% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,409,944 | 241,404 | 0.05% | 0.01% | 12 | +1,893,459 | 366.6% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,856,387 | 179,642 | 0.01% | 0.01% | 13 | +33,360 | 1.83% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,479,492 | 148,202 | 0.14% | 0.13% | 14 | +30,692 | 2.12% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,266,594 | 126,874 | 0.9% | 0.92% | 15 | +50,470 | 4.15% | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Added to | 1,071,219 | 107,304 | 0.03% | 0.03% | 16 | +67,820 | 6.76% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 869,900 | 87,137 | 0.07% | 0.06% | 17 | +31,670 | 3.78% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 709,862 | 71,106 | 0.02% | 0.02% | 18 | +66,209 | 10.29% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 688,475 | 68,964 | 0.03% | 0.0% | 19 | +666,563 | 3042.0% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 680,958 | 68,211 | 0.09% | 0.09% | 20 | +40,044 | 6.25% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 583,657 | 58,846 | 0.01% | 0.01% | 21 | +17,437 | 3.08% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 570,798 | 57,176 | 1.03% | 0.96% | 22 | +55,688 | 10.81% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 537,549 | 53,846 | 1.17% | 0.98% | 23 | +119,997 | 28.74% | Q1 2026 | May 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 502,000 | 50,285 | 0.08% | 0.05% | 24 | +200,000 | 66.23% | Q1 2026 | May 14, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 116,292 | 50,039 | 12.55% | — | 25 | +116,292 | New | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 474,675 | 47,548 | 0.26% | 0.18% | 26 | +129,621 | 37.57% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 427,634 | 42,835 | 1.93% | 2.04% | 27 | -33,972 | -7.36% | Q1 2026 | Apr 21, 2026 |
| CSM Advisors, LLC | History | Added to | 379,911 | 38,058 | 0.94% | 0.98% | 28 | +18,159 | 5.02% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 355,278 | 35,589 | 0.01% | 0.0% | 29 | +54,335 | 18.05% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 317,000 | 31,753 | 0.24% | 0.22% | 30 | +45,284 | 16.67% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 282,158 | 28,263 | 0.15% | 0.16% | 31 | +1,372 | 0.49% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 276,952 | 27,742 | 0.08% | 0.09% | 32 | -44,696 | -13.9% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 275,000 | 27,546 | 0.01% | 0.02% | 33 | -253,965 | -48.01% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 274,867 | 27,533 | 0.07% | 0.06% | 34 | -1,085 | -0.39% | Q1 2026 | Apr 22, 2026 |
| WESBANCO BANK INC | History | Added to | 273,187 | 27,365 | 0.76% | 0.62% | 35 | +46,426 | 20.47% | Q1 2026 | Apr 21, 2026 |
| Nuveen, LLC | History | Added to | 238,272 | 23,867 | 0.01% | 0.01% | 36 | +22,592 | 10.47% | Q1 2026 | Apr 30, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 229,942 | 23,033 | 2.39% | 2.49% | 37 | -1,621 | -0.7% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 221,199 | 22,157 | 0.02% | 0.02% | 38 | +1,539 | 0.7% | Q1 2026 | May 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 202,789 | 20,313 | 1.93% | 1.85% | 39 | +9,629 | 4.98% | Q1 2026 | Apr 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 202,159 | 20,250 | 0.11% | 1.09% | 40 | -2,907,666 | -93.5% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 199,774 | 20,011 | 0.04% | 0.03% | 41 | +19,377 | 10.74% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 190,787 | 19,111 | 0.01% | 0.01% | 42 | +4,895 | 2.63% | Q1 2026 | May 07, 2026 |
| S. R. Schill & Associates | History | Reduced | 190,532 | 19,085 | 12.89% | 16.02% | 43 | -37,509 | -16.45% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 178,002 | 18,380 | 0.02% | 0.02% | 44 | -25,394 | -12.49% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 181,525 | 18,187 | 0.03% | 0.03% | 45 | -9,204 | -4.83% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 162,705 | 16,298 | 0.34% | 0.35% | 46 | -6,619 | -3.91% | Q1 2026 | May 13, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 161,753 | 16,202 | 0.8% | 0.82% | 47 | -5,699 | -3.4% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 155,241 | 15,550 | 0.02% | 0.02% | 48 | -898 | -0.58% | Q1 2026 | Apr 27, 2026 |
| Brandywine Asset Management, Inc. | History | Reduced | 147,440 | 15,032 | 11.93% | 10.93% | 49 | -500 | -0.34% | Q1 2026 | Apr 22, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 149,385 | 14,963 | 0.91% | 0.93% | 50 | -1,908 | -1.26% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 149,096 | 14,935 | 0.02% | 0.01% | 51 | +54,743 | 58.02% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 146,804 | 14,705 | 0.97% | 0.89% | 52 | -4,984 | -3.28% | Q1 2026 | Apr 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 146,494 | 14,674 | 0.01% | 0.01% | 53 | -3,305 | -2.21% | Q1 2026 | May 14, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 142,813 | 14,305 | 3.7% | 3.63% | 54 | +631 | 0.44% | Q1 2026 | Apr 08, 2026 |
| Fusion Capital, LLC | History | Added to | 140,223 | 14,046 | 3.79% | 3.54% | 55 | +13,877 | 10.98% | Q1 2026 | May 13, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 139,356 | 13,959 | 3.81% | 4.11% | 56 | +1,095 | 0.79% | Q1 2026 | Apr 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 132,675 | 13,203 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 131,800 | 13,202 | 0.06% | 0.06% | 58 | -3,080 | -2.28% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 131,377 | 13,160 | 0.04% | 0.03% | 59 | -10,488 | -7.39% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 129,636 | 12,985 | 0.01% | 0.01% | 60 | +6,050 | 4.9% | Q1 2026 | May 08, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 122,559 | 12,276 | 0.0% | 0.0% | 61 | +19,097 | 18.46% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 121,144 | 12,134 | 0.02% | 0.02% | 62 | -5,891 | -4.64% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 119,862 | 12,006 | 0.05% | 0.04% | 63 | +2,878 | 2.46% | Q1 2026 | May 11, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 114,924 | 11,511 | 1.03% | 0.94% | 64 | +13,393 | 13.19% | Q1 2026 | May 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 114,697 | 11,489 | 0.43% | 0.42% | 65 | +231 | 0.2% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 108,634 | 10,881 | 1.07% | 1.06% | 66 | +2,549 | 2.4% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 108,177 | 10,836 | 0.06% | 0.01% | 67 | +100,984 | 1403.92% | Q1 2026 | May 15, 2026 |
| Fairfield University | History | New | 105,648 | 10,582 | 5.3% | — | 68 | +105,648 | New | Q1 2026 | May 11, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 104,059 | 10,423 | 0.98% | 0.92% | 69 | +727 | 0.7% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 103,256 | 10,343 | 0.0% | 0.0% | 70 | +89,216 | 635.44% | Q1 2026 | May 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 103,508 | 10,301 | 0.75% | 0.75% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 100,000 | 10,017 | 0.37% | 0.33% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vise Technologies, Inc. | History | No change | 93,231 | 9,278 | 0.18% | 0.18% | 73 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Western Trust Bank | History | Added to | 92,356 | 9,251 | 0.47% | 0.43% | 74 | +5,453 | 6.27% | Q1 2026 | May 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 92,299 | 9,245 | 0.59% | 0.59% | 75 | +5 | 0.01% | Q1 2026 | Apr 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 91,497 | 9,160 | 0.02% | 0.01% | 76 | +16,316 | 21.7% | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Reduced | 89,914 | 9,007 | 0.01% | 0.07% | 77 | -543,049 | -85.79% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 88,902 | 8,905 | 0.01% | 0.01% | 78 | +6,742 | 8.21% | Q1 2026 | May 12, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 87,765 | 8,791 | 1.33% | 1.28% | 79 | +3,309 | 3.92% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 87,709 | 8,785 | 0.02% | 0.0% | 80 | +85,256 | 3475.58% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 86,438 | 8,602 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 85,134 | 8,527 | 6.99% | 7.54% | 82 | +1,650 | 1.98% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 87,534 | 8,489 | 0.01% | 0.01% | 83 | -4,457 | -4.85% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 82,735 | 8,287 | 0.02% | 0.02% | 84 | +2,585 | 3.23% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 84,606 | 8,200 | 0.25% | 0.28% | 85 | -11,051 | -11.55% | Q1 2026 | May 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 79,971 | 8,010 | 0.02% | 0.02% | 86 | -12,014 | -13.06% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 77,846 | 7,797 | 0.04% | 0.01% | 87 | +60,355 | 345.06% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 77,394 | 7,752 | 0.02% | — | 88 | +77,394 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 77,269 | 7,740 | 0.04% | 0.04% | 89 | -1,528 | -1.94% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 76,330 | 7,693 | 0.07% | 0.08% | 90 | +3,120 | 4.26% | Q1 2026 | Apr 07, 2026 |
| ALLIANZ SE | History | New | 76,000 | 7,612 | 0.08% | — | 91 | +76,000 | New | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 74,783 | 7,491 | 0.01% | 0.01% | 92 | -3,910 | -4.97% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 74,548 | 7,467 | 0.03% | 0.03% | 93 | +10,865 | 17.06% | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 74,375 | 7,450 | 2.13% | 0.08% | 94 | +72,248 | 3396.71% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 74,375 | 7,450 | 2.13% | 2.15% | 95 | +4,548 | 6.51% | Q1 2026 | May 13, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 73,017 | 7,314 | 1.63% | 1.48% | 96 | +6,860 | 10.37% | Q1 2026 | Apr 23, 2026 |
| Summit Financial Consulting LLC | History | New | 72,957 | 7,308 | 5.23% | — | 97 | +72,957 | New | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | Added to | 71,993 | 7,211 | 0.09% | 0.09% | 98 | +4,190 | 6.18% | Q1 2026 | May 12, 2026 |
| LVW Advisors, LLC | History | Added to | 70,784 | 7,090 | 0.68% | 0.53% | 99 | +17,816 | 33.64% | Q1 2026 | Apr 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 70,454 | 7,057 | 0.11% | 0.14% | 100 | +1,233 | 1.78% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 70,000 | 7,011 | 0.0% | 0.0% | 101 | -69,584 | -49.85% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 68,620 | 6,873 | 0.0% | 0.0% | 102 | -28,273 | -29.18% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 68,130 | 6,824 | 0.0% | 0.0% | 103 | +14,280 | 26.52% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 67,152 | 6,726 | 0.01% | 0.01% | 104 | -1,587 | -2.31% | Q1 2026 | May 14, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 66,923 | 6,703 | 2.38% | 2.32% | 105 | +271 | 0.41% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 65,473 | 6,558 | 0.02% | 0.02% | 106 | -3,425 | -4.97% | Q1 2026 | Apr 30, 2026 |
| Rathbones Group PLC | History | Reduced | 64,984 | 6,509 | 0.03% | 0.03% | 107 | -4,386 | -6.32% | Q1 2026 | May 12, 2026 |
| Brooklyn FI, LLC | History | Added to | 60,872 | 6,097 | 1.28% | 1.27% | 108 | +1,332 | 2.24% | Q1 2026 | May 11, 2026 |
| St. Louis Trust Co | History | Reduced | 59,205 | 5,930 | 0.69% | 0.71% | 109 | -3,035 | -4.88% | Q1 2026 | May 14, 2026 |
| LifeWealth Investments, LLC | History | Added to | 57,906 | 5,800 | 1.73% | 1.55% | 110 | +8,613 | 17.47% | Q1 2026 | Apr 20, 2026 |
| LJI Wealth Management, LLC | History | Added to | 57,868 | 5,796 | 0.93% | 0.87% | 111 | +650 | 1.14% | Q1 2026 | May 04, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 55,514 | 5,560 | 1.92% | 1.92% | 112 | -135 | -0.24% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 55,162 | 5,525 | 0.03% | 0.06% | 113 | -40,370 | -42.26% | Q1 2026 | May 05, 2026 |
| Austin Private Wealth, LLC | History | No change | 55,410 | 5,514 | 0.41% | 0.41% | 114 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 52,834 | 5,292 | 0.02% | 0.01% | 115 | +19,731 | 59.6% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 52,684 | 5,277 | 0.0% | 0.0% | 116 | -418 | -0.79% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 51,842 | 5,193 | 0.01% | 0.01% | 117 | -62 | -0.12% | Q1 2026 | May 15, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 44,163 | 4,936 | 4.63% | 4.43% | 118 | +1,471 | 3.45% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 49,198 | 4,928 | 0.06% | 0.05% | 119 | +2,283 | 4.87% | Q1 2026 | Apr 16, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 49,175 | 4,925 | 0.27% | 0.26% | 120 | -252 | -0.51% | Q1 2026 | May 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 48,681 | 4,876 | 2.0% | 1.92% | 121 | -229 | -0.47% | Q1 2026 | Apr 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 48,351 | 4,843 | 0.0% | 0.0% | 122 | -2,941 | -5.73% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Added to | 47,768 | 4,784 | 0.01% | 0.0% | 123 | +16,100 | 50.84% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 47,100 | 4,718 | 0.0% | 0.0% | 124 | +30,400 | 182.04% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 46,767 | 4,684 | 0.11% | 0.12% | 125 | -3,771 | -7.46% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 46,015 | 4,609 | 0.0% | 0.0% | 126 | +13,163 | 40.07% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Added to | 44,913 | 4,498 | 3.09% | 2.73% | 127 | +6,482 | 16.87% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Added to | 44,761 | 4,483 | 0.01% | 0.01% | 128 | +7,567 | 20.34% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 44,405 | 4,448 | 0.02% | 0.02% | 129 | +289 | 0.66% | Q1 2026 | May 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 44,345 | 4,442 | 0.05% | 0.06% | 130 | +169 | 0.38% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 43,457 | 4,353 | 0.01% | 0.01% | 131 | +2,503 | 6.11% | Q1 2026 | May 05, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 40,550 | 4,061 | 2.26% | 2.21% | 132 | -482 | -1.17% | Q1 2026 | Apr 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 40,470 | 4,053 | 0.25% | 0.24% | 133 | +3,517 | 9.52% | Q1 2026 | Apr 27, 2026 |
| Brucke Financial, Inc. | History | Reduced | 40,427 | 4,049 | 2.05% | 2.33% | 134 | -2,446 | -5.71% | Q1 2026 | Apr 10, 2026 |
| Fortis Group Advisors, LLC | History | New | 35,079 | 3,940 | 0.65% | — | 136 | +35,079 | New | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 39,324 | 3,940 | 0.02% | 0.02% | 135 | +4,197 | 11.95% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,464 | 3,904 | 0.01% | 0.01% | 137 | +2,548 | 7.09% | Q1 2026 | Apr 08, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 38,373 | 3,843 | 0.03% | 0.02% | 138 | +10,079 | 35.62% | Q1 2026 | May 07, 2026 |
| Operose Advisors LLC | History | Reduced | 38,012 | 3,807 | 0.88% | 1.37% | 139 | -21,011 | -35.6% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 36,681 | 3,674 | 0.23% | 0.18% | 140 | -1,540 | -4.03% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,244 | 3,630 | 0.02% | 0.01% | 141 | +4,732 | 15.02% | Q1 2026 | Apr 24, 2026 |
| NORTHERN TRUST CORP | History | Added to | 35,982 | 3,604 | 0.0% | 0.0% | 142 | +1,850 | 5.42% | Q1 2026 | May 14, 2026 |
| Fire Capital Management LLC | History | Added to | 34,302 | 3,436 | 1.61% | 1.61% | 143 | +1,776 | 5.46% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 33,938 | 3,399 | 0.15% | 0.15% | 144 | +597 | 1.79% | Q1 2026 | May 05, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 33,334 | 3,339 | 2.15% | 2.03% | 145 | +2,479 | 8.03% | Q1 2026 | May 04, 2026 |
| Global Financial Private Client, LLC | History | Added to | 33,287 | 3,334 | 1.09% | 1.13% | 146 | +1,020 | 3.16% | Q1 2026 | Apr 20, 2026 |
| Westshore Wealth, LLC | History | No change | 33,483 | 3,332 | 1.1% | 1.1% | 147 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| CIBC Bancorp USA Inc. | History | New | 33,550 | 3,330 | 0.0% | — | 148 | +33,550 | New | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 32,939 | 3,299 | 0.05% | 0.04% | 149 | +9 | 0.03% | Q1 2026 | May 01, 2026 |
| SCS Capital Management LLC | History | Reduced | 32,859 | 3,291 | 0.03% | 0.04% | 150 | -9,309 | -22.08% | Q1 2026 | May 11, 2026 |
| Aspen Grove Capital, LLC | History | No change | 32,722 | 3,277 | 0.64% | 0.56% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,846 | 3,190 | 0.04% | 0.02% | 152 | +13,469 | 73.29% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 31,584 | 3,163 | 0.01% | 0.0% | 153 | +7,556 | 31.45% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Added to | 31,371 | 3,142 | 0.21% | 0.11% | 154 | +2,546 | 8.83% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 31,278 | 3,133 | 0.02% | 0.03% | 155 | +1,106 | 3.67% | Q1 2026 | Apr 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 30,923 | 3,097 | 0.18% | 0.17% | 156 | +1,899 | 6.54% | Q1 2026 | Apr 30, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 30,872 | 3,092 | 0.67% | 0.64% | 157 | +40 | 0.13% | Q1 2026 | May 08, 2026 |
| XML Financial, LLC | History | Added to | 30,810 | 3,086 | 0.25% | 0.02% | 158 | +28,708 | 1365.75% | Q1 2026 | Apr 16, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 30,481 | 3,053 | 0.6% | 0.63% | 159 | -1,429 | -4.48% | Q1 2026 | May 11, 2026 |
| SMART Wealth LLC | History | Added to | 29,459 | 2,950 | 0.86% | 0.64% | 160 | +8,374 | 39.72% | Q1 2026 | Apr 23, 2026 |
| Foster Group, Inc. | History | Reduced | 29,108 | 2,915 | 0.09% | 0.09% | 161 | -2,349 | -7.47% | Q1 2026 | Apr 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 28,411 | 2,845 | 0.44% | 0.47% | 162 | -889 | -3.03% | Q1 2026 | May 07, 2026 |
| PKS Advisory Services, LLC | History | Added to | 28,336 | 2,838 | 0.66% | 0.6% | 163 | +2,111 | 8.05% | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 27,403 | 2,744 | 0.02% | 0.02% | 164 | +53 | 0.19% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 27,315 | 2,736 | 0.0% | 0.0% | 165 | -2,028 | -6.91% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 27,240 | 2,728 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McLean Asset Management Corp | History | Reduced | 26,769 | 2,681 | 0.47% | 0.56% | 167 | -2,480 | -8.48% | Q1 2026 | Apr 22, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 26,538 | 2,658 | 0.93% | 0.8% | 168 | +2,275 | 9.38% | Q1 2026 | Apr 20, 2026 |
| SoundView Advisors Inc. | History | Reduced | 26,493 | 2,653 | 0.94% | 0.95% | 169 | -1,009 | -3.67% | Q1 2026 | May 01, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 26,048 | 2,609 | 0.52% | 0.63% | 170 | -4,128 | -13.68% | Q1 2026 | May 08, 2026 |
| Francis Financial, Inc. | History | No change | 25,882 | 2,592 | 0.48% | 0.5% | 171 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 25,780 | 2,582 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 25,613 | 2,565 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 25,098 | 2,514 | 0.05% | 0.05% | 174 | -357 | -1.4% | Q1 2026 | May 07, 2026 |
| GWN SECURITIES INC. | History | Added to | 25,082 | 2,512 | 0.48% | 0.5% | 175 | +356 | 1.44% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 24,587 | 2,462 | 0.0% | 0.0% | 176 | -492 | -1.96% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 24,339 | 2,436 | 0.18% | 0.14% | 177 | +922 | 3.94% | Q1 2026 | May 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 24,198 | 2,408 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 23,711 | 2,375 | 0.15% | 0.16% | 179 | -530 | -2.19% | Q1 2026 | Apr 15, 2026 |
| Jump Financial, LLC | History | Reduced | 23,528 | 2,356 | 0.03% | 0.05% | 180 | -16,213 | -40.8% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 23,655 | 2,354 | 0.0% | 0.0% | 181 | +13,586 | 134.93% | Q1 2026 | May 15, 2026 |
| Wernau Asset Management Inc. | History | Added to | 23,441 | 2,348 | 1.64% | 1.23% | 182 | +570 | 2.49% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | Added to | 23,332 | 2,337 | 1.54% | 1.23% | 183 | +10,864 | 87.14% | Q1 2026 | May 07, 2026 |
| TICINO WEALTH | History | Reduced | 19,371 | 2,317 | 0.81% | 0.75% | 184 | -1,072 | -5.24% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,455 | 2,249 | 0.05% | 0.04% | 185 | +912 | 4.23% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 22,054 | 2,209 | 0.0% | 0.0% | 186 | -1,097 | -4.74% | Q1 2026 | May 04, 2026 |
| NOVEM GROUP | History | Reduced | 22,059 | 2,209 | 0.25% | 0.25% | 187 | -31 | -0.14% | Q1 2026 | Apr 10, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 21,756 | 2,179 | 0.25% | 0.25% | 188 | +31 | 0.14% | Q1 2026 | May 01, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 21,593 | 2,162 | 0.49% | 0.55% | 189 | -1,477 | -6.4% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 21,491 | 2,152 | 0.01% | 0.01% | 190 | -688 | -3.1% | Q1 2026 | May 13, 2026 |
| Southland Equity Partners LLC | History | Added to | 21,452 | 2,148 | 0.42% | 0.05% | 191 | +18,998 | 774.16% | Q1 2026 | Apr 14, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 21,054 | 2,108 | 0.11% | 0.1% | 192 | +1,689 | 8.72% | Q1 2026 | May 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 20,743 | 2,077 | 0.1% | 0.17% | 193 | -15,376 | -42.57% | Q1 2026 | Apr 17, 2026 |
| Forum Finance Group S.A. | History | New | 25,388 | 2,069 | 1.12% | — | 194 | +25,388 | New | Q1 2026 | May 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 20,732 | 2,063 | 0.15% | 0.15% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 20,497 | 2,053 | 0.04% | 0.05% | 196 | -3,335 | -13.99% | Q1 2026 | Apr 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 20,403 | 2,043 | 0.0% | 0.0% | 197 | -317 | -1.53% | Q1 2026 | May 06, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 19,914 | 1,994 | 0.25% | 0.3% | 198 | -5,423 | -21.4% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 19,748 | 1,976 | 0.0% | 0.0% | 199 | -3,753 | -15.97% | Q1 2026 | May 14, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 19,455 | 1,948 | 0.59% | 0.54% | 200 | +3,505 | 21.97% | Q1 2026 | Apr 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 19,367 | 1,939 | 0.0% | 0.0% | 201 | +10,335 | 114.43% | Q1 2026 | May 12, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 19,336 | 1,936 | 0.51% | 0.56% | 202 | -1,283 | -6.22% | Q1 2026 | May 12, 2026 |
| PFW Advisors LLC | History | No change | 19,247 | 1,927 | 0.61% | 0.58% | 203 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FineMark National Bank & Trust | History | No change | 19,230 | 1,913 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | No change | 19,216 | 1,912 | 0.12% | 0.12% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 18,850 | 1,888 | 0.39% | 0.38% | 206 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,359 | 1,838 | 0.01% | 0.01% | 207 | -2,265 | -10.98% | Q1 2026 | May 05, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 17,558 | 1,758 | 0.23% | 0.23% | 208 | -298 | -1.67% | Q1 2026 | Apr 28, 2026 |
| Arlington Trust Co LLC | History | Reduced | 17,500 | 1,752 | 0.15% | 0.18% | 209 | -74 | -0.42% | Q1 2026 | Apr 08, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 17,438 | 1,746 | 0.24% | 0.23% | 210 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 17,300 | 1,732 | 0.8% | 0.7% | 211 | +1,124 | 6.95% | Q1 2026 | May 04, 2026 |
| Violich Capital Management, Inc. | History | No change | 17,000 | 1,702 | 0.2% | 0.19% | 212 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 16,613 | 1,664 | 0.22% | 0.23% | 213 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 16,583 | 1,661 | 0.56% | 0.59% | 214 | -1,187 | -6.68% | Q1 2026 | May 05, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 16,487 | 1,651 | 1.11% | 1.14% | 215 | +1,240 | 8.13% | Q1 2026 | Apr 16, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 16,182 | 1,620 | 0.73% | 0.76% | 216 | -608 | -3.62% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 15,994 | 1,602 | 0.0% | 0.0% | 217 | -25,799 | -61.73% | Q1 2026 | May 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 15,853 | 1,588 | 0.53% | 0.57% | 218 | +103 | 0.65% | Q1 2026 | May 12, 2026 |
| BARINGS LLC | History | New | 15,737 | 1,576 | 0.03% | — | 219 | +15,737 | New | Q1 2026 | May 06, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 15,580 | 1,560 | 0.19% | 0.19% | 220 | -100 | -0.64% | Q1 2026 | May 14, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 15,569 | 1,559 | 0.47% | 0.48% | 221 | +2,271 | 17.08% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 15,563 | 1,558 | 0.02% | 0.02% | 222 | +1,483 | 10.53% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 15,526 | 1,555 | 0.01% | 0.01% | 223 | +5,093 | 48.82% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 15,836 | 1,532 | 0.06% | 0.03% | 224 | +9,057 | 133.6% | Q1 2026 | May 15, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 15,208 | 1,523 | 0.07% | 0.07% | 225 | +1,173 | 8.36% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,008 | 1,503 | 0.03% | 0.02% | 226 | +2,367 | 18.72% | Q1 2026 | Apr 10, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 14,881 | 1,490 | 0.28% | 0.29% | 227 | -682 | -4.38% | Q1 2026 | Apr 09, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 14,865 | 1,489 | 0.16% | 0.15% | 228 | +700 | 4.94% | Q1 2026 | May 08, 2026 |
| Fischer Financial Services, Inc. | History | No change | 14,716 | 1,474 | 0.5% | 0.39% | 229 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 14,496 | 1,452 | 0.14% | 0.15% | 230 | -753 | -4.94% | Q1 2026 | Apr 29, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 14,450 | 1,447 | 0.0% | 0.0% | 231 | -1,056 | -6.81% | Q1 2026 | May 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 14,540 | 1,447 | 0.13% | 0.13% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 14,131 | 1,415 | 0.0% | 0.0% | 233 | +924 | 7.0% | Q1 2026 | May 15, 2026 |
| EQ LLC | History | Added to | 14,070 | 1,409 | 0.4% | 0.36% | 234 | +1,477 | 11.73% | Q1 2026 | May 06, 2026 |
| Red Tortoise LLC | History | Added to | 14,026 | 1,404 | 0.58% | 0.58% | 235 | +254 | 1.84% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,731 | 1,376 | 0.02% | 0.02% | 236 | +398 | 2.99% | Q1 2026 | Apr 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 13,684 | 1,370 | 0.01% | 0.01% | 237 | -9 | -0.07% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,425 | 1,342 | 0.02% | 0.0% | 238 | +10,991 | 451.56% | Q1 2026 | May 15, 2026 |
| Trajan Wealth LLC | History | Added to | 12,848 | 1,286 | 0.05% | 0.05% | 240 | +1,005 | 8.49% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 12,848 | 1,286 | 0.1% | 0.1% | 239 | +141 | 1.11% | Q1 2026 | May 13, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 12,804 | 1,282 | 0.13% | 0.14% | 241 | -731 | -5.4% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,490 | 1,251 | 0.05% | 0.04% | 242 | +301 | 2.47% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 12,490 | 1,251 | 0.16% | 0.18% | 243 | +301 | 2.47% | Q1 2026 | Apr 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 12,388 | 1,240 | 0.02% | 0.02% | 244 | -1,254 | -9.19% | Q1 2026 | May 11, 2026 |
| NCM Capital Management, LLC | History | No change | 12,328 | 1,234 | 0.44% | 0.45% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gainplan LLC | History | Added to | 12,132 | 1,215 | 0.91% | 0.42% | 246 | +805 | 7.11% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,061 | 1,204 | 0.01% | 0.0% | 247 | +4,977 | 70.26% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 11,881 | 1,190 | 0.02% | 0.02% | 248 | -817 | -6.43% | Q1 2026 | Apr 21, 2026 |
| Navigate Wealth Management, LLC | History | New | 10,629 | 1,179 | 0.83% | — | 249 | +10,629 | New | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,688 | 1,170 | 0.03% | 0.03% | 250 | +256 | 2.24% | Q1 2026 | May 11, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 11,595 | 1,161 | 1.03% | 0.94% | 251 | +31 | 0.27% | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 11,512 | 1,153 | 0.45% | 0.47% | 252 | -57 | -0.49% | Q1 2026 | Apr 17, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 11,130 | 1,114 | 0.6% | 0.65% | 253 | -656 | -5.57% | Q1 2026 | May 14, 2026 |
| Legacy Advisors, LLC | History | Reduced | 11,067 | 1,108 | 0.13% | 0.12% | 254 | -110 | -0.98% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | New | 11,057 | 1,107 | 0.03% | — | 255 | +11,057 | New | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 11,041 | 1,105 | 0.03% | 0.01% | 256 | +7,448 | 207.29% | Q1 2026 | May 04, 2026 |
| Capital Square, LLC | History | Added to | 9,889 | 1,105 | 0.51% | 0.4% | 257 | +2,014 | 25.57% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 10,889 | 1,090 | 0.0% | 0.0% | 258 | -1,327 | -10.86% | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 10,860 | 1,087 | 0.08% | 0.1% | 259 | -2,056 | -15.92% | Q1 2026 | May 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 10,844 | 1,086 | 0.14% | 0.13% | 260 | +911 | 9.17% | Q1 2026 | Apr 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,820 | 1,083 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,690 | 1,070 | 0.05% | 0.05% | 262 | +423 | 4.12% | Q1 2026 | Apr 23, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 10,613 | 1,063 | 0.14% | 0.12% | 263 | +1,595 | 17.69% | Q1 2026 | May 04, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | New | 10,305 | 1,032 | 0.03% | — | 264 | +10,305 | New | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,274 | 1,029 | 0.01% | 0.01% | 265 | +133 | 1.31% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 10,175 | 1,019 | 0.06% | 0.07% | 266 | -2,202 | -17.79% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,079 | 1,009 | 0.06% | 0.03% | 267 | +5,279 | 109.98% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,026 | 1,004 | 0.02% | 0.01% | 268 | +2,892 | 40.54% | Q1 2026 | May 07, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 10,000 | 1,001 | 0.1% | 0.09% | 269 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 9,990 | 1,000 | 0.09% | 0.09% | 270 | +560 | 5.94% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,584 | 960 | 0.0% | 0.0% | 271 | +2,386 | 33.15% | Q1 2026 | May 13, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 9,514 | 953 | 0.55% | 0.56% | 272 | -414 | -4.17% | Q1 2026 | Apr 29, 2026 |
| Flower City Capital | History | Reduced | 9,476 | 949 | 0.48% | 0.48% | 273 | -30 | -0.32% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,452 | 946 | 0.01% | 0.01% | 274 | +174 | 1.88% | Q1 2026 | Apr 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 9,400 | 941 | 0.0% | — | 275 | +9,400 | New | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 9,345 | 938 | 0.03% | 0.07% | 276 | +4,981 | 114.14% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 9,353 | 936 | 0.02% | 0.02% | 277 | +140 | 1.52% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | New | 9,319 | 933 | 0.01% | — | 278 | +9,319 | New | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 9,216 | 923 | 0.01% | 0.01% | 279 | -289 | -3.04% | Q1 2026 | May 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 9,205 | 916 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPWM LLC | History | Added to | 9,113 | 912 | 0.23% | 0.18% | 281 | +1,899 | 26.32% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 9,080 | 909 | 0.02% | 0.02% | 282 | -121 | -1.32% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,001 | 902 | 0.03% | 0.03% | 283 | +89 | 1.0% | Q1 2026 | Apr 21, 2026 |
| TAGStone Capital, Inc. | History | Added to | 8,954 | 896 | 0.32% | 0.31% | 284 | +722 | 8.77% | Q1 2026 | May 11, 2026 |
| Legacy Bridge, LLC | History | Added to | 8,862 | 887 | 0.34% | 0.32% | 285 | +930 | 11.72% | Q1 2026 | May 14, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 8,842 | 885 | 0.21% | 0.2% | 286 | +5 | 0.06% | Q1 2026 | May 12, 2026 |
| Hexagon Capital Partners LLC | History | New | 8,804 | 881 | 0.13% | — | 287 | +8,804 | New | Q1 2026 | May 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 8,719 | 873 | 0.41% | 0.48% | 288 | -1,444 | -14.21% | Q1 2026 | May 14, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Added to | 8,561 | 857 | 0.21% | 0.18% | 289 | +1,000 | 13.23% | Q1 2026 | Apr 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 8,541 | 855 | 0.17% | — | 290 | +8,541 | New | Q1 2026 | Apr 28, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 8,508 | 852 | 0.29% | 0.34% | 291 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,493 | 850 | 0.01% | 0.01% | 292 | +2,150 | 33.9% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 8,337 | 835 | 0.0% | 0.0% | 293 | +1,857 | 28.66% | Q1 2026 | May 15, 2026 |
| Allegheny Financial Group | History | Reduced | 8,336 | 835 | 0.11% | 0.13% | 294 | -409 | -4.68% | Q1 2026 | Apr 16, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 8,315 | 832 | 0.12% | 0.12% | 295 | +3 | 0.04% | Q1 2026 | May 13, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 8,185 | 819 | 0.17% | 0.17% | 296 | -16 | -0.2% | Q1 2026 | Apr 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 8,170 | 818 | 0.08% | 0.08% | 297 | +1,264 | 18.3% | Q1 2026 | Apr 30, 2026 |
| GK Wealth Management LLC | History | New | 8,396 | 812 | 0.71% | — | 299 | +8,396 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 8,396 | 812 | 0.71% | 0.78% | 298 | +46 | 0.55% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,969 | 798 | 0.01% | 0.01% | 300 | +1,616 | 25.44% | Q1 2026 | May 15, 2026 |
| Rather & Kittrell, Inc. | History | No change | 7,895 | 790 | 0.12% | 0.13% | 301 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 7,849 | 786 | 0.04% | 0.05% | 302 | -3,597 | -31.43% | Q1 2026 | May 14, 2026 |
| Fairman Group, LLC | History | Reduced | 7,812 | 782 | 0.67% | 0.76% | 304 | -1,716 | -18.01% | Q1 2026 | Apr 23, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 7,807 | 782 | 0.39% | 0.42% | 303 | -190 | -2.38% | Q1 2026 | Apr 20, 2026 |
| Cordatus Wealth Management LLC | History | No change | 7,715 | 772 | 0.18% | 0.18% | 305 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,612 | 762 | 0.0% | 0.0% | 306 | -300 | -3.79% | Q1 2026 | Apr 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 7,560 | 757 | 0.1% | 0.09% | 307 | +2 | 0.03% | Q1 2026 | Apr 13, 2026 |
| FWG Investments, LLC. | History | Reduced | 7,553 | 756 | 0.48% | 0.5% | 308 | -292 | -3.72% | Q1 2026 | Apr 21, 2026 |
| Sankala Group LLC | History | No change | 7,454 | 740 | 0.6% | 0.63% | 309 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 7,044 | 705 | 0.21% | 0.17% | 310 | +1,267 | 21.93% | Q1 2026 | Apr 27, 2026 |
| Westfuller Advisors, LLC | History | Added to | 7,019 | 703 | 0.3% | 0.25% | 311 | +919 | 15.07% | Q1 2026 | Apr 28, 2026 |
| Retirement Systems of Alabama | History | No change | 7,018 | 702 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 6,954 | 696 | 0.6% | 0.57% | 313 | +496 | 7.68% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,928 | 693 | 0.01% | 0.01% | 314 | +804 | 13.13% | Q1 2026 | Apr 20, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 6,873 | 688 | 0.09% | 0.09% | 315 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lazard Freres Gestion S.A.S. | History | Added to | 6,864 | 687 | 0.01% | 0.01% | 316 | +1,894 | 38.11% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 6,847 | 685 | 0.02% | 0.01% | 317 | +2,895 | 73.25% | Q1 2026 | Apr 29, 2026 |
| Rehmann Capital Advisory Group | History | No change | 6,777 | 678 | 0.04% | 0.04% | 318 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FF Advisors,LLC | History | No change | 6,047 | 673 | 0.27% | 0.27% | 319 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 6,714 | 672 | 0.01% | 0.01% | 320 | -214 | -3.09% | Q1 2026 | May 14, 2026 |
| Keener Financial Planning LLC | History | No change | 6,706 | 671 | 0.28% | 0.29% | 321 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SkyOak Wealth, LLC | History | Added to | 6,594 | 660 | 0.12% | 0.1% | 322 | +1,071 | 19.39% | Q1 2026 | Apr 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 6,445 | 645 | 0.09% | 0.09% | 323 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| M3 Advisory Group, LLC | History | Added to | 6,414 | 642 | 0.4% | 0.39% | 324 | +34 | 0.53% | Q1 2026 | Apr 22, 2026 |
| Emerald Advisors, LLC | History | Reduced | 6,376 | 638 | 0.08% | 0.09% | 325 | -327 | -4.88% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,333 | 634 | 0.03% | 0.04% | 326 | -1,101 | -14.81% | Q1 2026 | Apr 17, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 6,337 | 634 | 0.41% | 0.42% | 327 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GEM Asset Management, LLC | History | Added to | 6,294 | 630 | 0.28% | 0.29% | 328 | +16 | 0.25% | Q1 2026 | Apr 10, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 6,244 | 625 | 0.2% | 0.19% | 329 | +237 | 3.95% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,215 | 622 | 0.02% | 0.0% | 330 | +4,836 | 350.69% | Q1 2026 | Apr 07, 2026 |
| Bowman & Co S.C. | History | No change | 6,171 | 614 | 0.26% | 0.26% | 331 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 6,078 | 608 | 0.03% | 0.03% | 332 | -111 | -1.79% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,063 | 607 | 0.01% | 0.01% | 333 | +159 | 2.69% | Q1 2026 | May 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 6,037 | 604 | 0.01% | — | 334 | +6,037 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,037 | 604 | 0.01% | — | 335 | +6,037 | New | Q1 2026 | Apr 27, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 6,021 | 603 | 0.2% | 0.2% | 336 | -304 | -4.81% | Q1 2026 | Apr 08, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 6,008 | 601 | 0.25% | 0.14% | 337 | +2,672 | 80.1% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,942 | 595 | 0.07% | — | 338 | +5,942 | New | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,928 | 593 | 0.01% | 0.0% | 339 | +3,560 | 150.34% | Q1 2026 | Apr 27, 2026 |
| Avestar Capital, LLC | History | No change | 5,893 | 590 | 0.04% | 0.04% | 340 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 5,841 | 581 | 0.19% | 0.19% | 341 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,790 | 580 | 0.05% | 0.02% | 342 | +3,189 | 122.61% | Q1 2026 | Apr 16, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 5,789 | 579 | 0.18% | 0.2% | 343 | -696 | -10.73% | Q1 2026 | Apr 28, 2026 |
| Marble Wealth, LLC | History | Added to | 5,731 | 574 | 0.1% | 0.08% | 344 | +5 | 0.09% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,703 | 571 | 0.0% | 0.0% | 345 | -90 | -1.55% | Q1 2026 | May 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 5,673 | 568 | 0.09% | 0.09% | 347 | -280 | -4.7% | Q1 2026 | May 01, 2026 |
| IPG Investment Advisors LLC | History | No change | 5,679 | 568 | 0.1% | 0.1% | 346 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 5,623 | 563 | 0.06% | 0.06% | 348 | +62 | 1.11% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,565 | 557 | 0.01% | 0.01% | 350 | +699 | 14.36% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 5,564 | 557 | 0.0% | 0.0% | 349 | +323 | 6.16% | Q1 2026 | May 14, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 5,519 | 552 | 0.09% | 0.19% | 351 | -6,769 | -55.09% | Q1 2026 | Apr 07, 2026 |
| Savvy Advisors, Inc. | History | Added to | 5,508 | 551 | 0.01% | 0.02% | 352 | +481 | 9.57% | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 5,504 | 551 | 0.48% | 0.48% | 353 | +114 | 2.12% | Q1 2026 | May 06, 2026 |
| RKL Wealth Management LLC | History | Added to | 5,399 | 540 | 0.05% | 0.04% | 354 | +14 | 0.26% | Q1 2026 | Apr 24, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 5,279 | 528 | 0.08% | 0.08% | 355 | -94 | -1.75% | Q1 2026 | Apr 16, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,243 | 525 | 0.04% | 0.03% | 356 | +1,041 | 24.77% | Q1 2026 | Apr 14, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 5,189 | 519 | 0.33% | 0.33% | 357 | -161 | -3.01% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Added to | 5,100 | 510 | 0.01% | 0.01% | 359 | +192 | 3.91% | Q1 2026 | Apr 20, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 5,093 | 510 | 0.05% | 0.05% | 358 | +27 | 0.53% | Q1 2026 | May 13, 2026 |
| Trellis Wealth Advisors LLC | History | New | 5,071 | 507 | 0.19% | — | 360 | +5,071 | New | Q1 2026 | Apr 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 5,041 | 504 | 0.01% | 0.03% | 361 | -12,349 | -71.01% | Q1 2026 | Apr 07, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 5,026 | 503 | 0.02% | 0.05% | 362 | -5,205 | -50.87% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | No change | 5,000 | 500 | 0.11% | 0.11% | 363 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GC Wealth Management RIA, LLC | History | New | 4,985 | 499 | 0.02% | — | 365 | +4,985 | New | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,985 | 499 | 0.01% | 0.01% | 364 | -94 | -1.85% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,958 | 496 | 0.0% | 0.0% | 366 | +25 | 0.51% | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,925 | 493 | 0.02% | 0.01% | 367 | +1,799 | 57.55% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | Added to | 4,903 | 491 | 0.21% | 0.23% | 368 | +3 | 0.06% | Q1 2026 | May 07, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 4,861 | 486 | 0.1% | 0.09% | 370 | +829 | 20.56% | Q1 2026 | May 01, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 4,852 | 486 | 0.03% | 0.03% | 369 | -687 | -12.4% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Added to | 4,845 | 485 | 0.04% | 0.02% | 372 | +2,330 | 92.64% | Q1 2026 | May 15, 2026 |
| W ADVISORS, LLC | History | No change | 4,851 | 485 | 0.25% | 0.24% | 371 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Reduced | 4,832 | 484 | 0.0% | 0.0% | 373 | -7,234 | -59.95% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 4,808 | 481 | 0.19% | 0.18% | 374 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HUB Investment Partners, LLC | History | New | 4,779 | 478 | 0.01% | — | 376 | +4,779 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 4,779 | 478 | 0.02% | 0.01% | 375 | +376 | 8.54% | Q1 2026 | May 14, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 4,768 | 477 | 0.04% | 0.02% | 377 | +1,843 | 63.01% | Q1 2026 | Apr 16, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 4,759 | 476 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,722 | 473 | 0.03% | 0.02% | 379 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 4,707 | 471 | 0.01% | 0.01% | 380 | +385 | 8.91% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 4,438 | 468 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 4,597 | 460 | 0.17% | 0.17% | 382 | -61 | -1.31% | Q1 2026 | May 18, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,560 | 456 | 0.0% | 0.0% | 383 | +32 | 0.71% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Reduced | 4,514 | 452 | 0.01% | 0.01% | 384 | -301 | -6.25% | Q1 2026 | May 15, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 4,517 | 452 | 0.06% | 0.06% | 385 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 4,502 | 450 | 0.0% | 0.0% | 386 | +125 | 2.86% | Q1 2026 | May 04, 2026 |
| Americana Partners, LLC | History | Added to | 4,453 | 446 | 0.01% | 0.01% | 387 | +146 | 3.39% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,451 | 445 | 0.02% | 0.01% | 388 | +97 | 2.23% | Q1 2026 | Apr 23, 2026 |
| Quotient Wealth Partners, LLC | History | New | 4,421 | 442 | 0.01% | — | 389 | +4,421 | New | Q1 2026 | Apr 16, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 4,360 | 436 | 0.09% | 0.09% | 390 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Added to | 4,339 | 434 | 0.0% | 0.0% | 391 | +45 | 1.05% | Q1 2026 | May 06, 2026 |
| ASPIRIANT, LLC | History | Added to | 4,328 | 433 | 0.01% | 0.01% | 392 | +453 | 11.69% | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 4,275 | 428 | 0.02% | 0.02% | 393 | -290 | -6.35% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Reduced | 4,263 | 427 | 0.02% | 0.02% | 394 | -1,061 | -19.93% | Q1 2026 | Apr 27, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,251 | 425 | 0.03% | 0.03% | 395 | +96 | 2.31% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,241 | 424 | 0.0% | 0.0% | 396 | +736 | 21.0% | Q1 2026 | May 01, 2026 |
| WASHINGTON TRUST Co | History | No change | 4,170 | 417 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,196 | 417 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 4,150 | 415 | 0.02% | 0.02% | 399 | +2,052 | 97.81% | Q1 2026 | Apr 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 4,050 | 405 | 0.09% | 0.09% | 400 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Ridgepath Capital Management LLC | History | No change | 3,994 | 400 | 0.2% | 0.18% | 401 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,982 | 398 | 0.01% | 0.01% | 402 | -831 | -17.27% | Q1 2026 | Apr 08, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 3,970 | 397 | 0.06% | 0.07% | 403 | -241 | -5.72% | Q1 2026 | May 14, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 3,930 | 393 | 0.17% | 0.17% | 404 | -235 | -5.64% | Q1 2026 | Apr 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,915 | 392 | 0.01% | 0.01% | 405 | +114 | 3.0% | Q1 2026 | Apr 27, 2026 |
| Advisor OS, LLC | History | New | 3,851 | 385 | 0.03% | — | 406 | +3,851 | New | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Added to | 3,653 | 384 | 0.01% | 0.01% | 407 | +9 | 0.25% | Q1 2026 | Apr 09, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,820 | 382 | 0.0% | — | 408 | +3,820 | New | Q1 2026 | May 08, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 3,787 | 379 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Merit Financial Group, LLC | History | New | 3,771 | 377 | 0.0% | — | 410 | +3,771 | New | Q1 2026 | Apr 15, 2026 |
| DUTCH ASSET Corp | History | Added to | 3,750 | 375 | 0.25% | 0.24% | 411 | +612 | 19.5% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 3,727 | 373 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 3,712 | 371 | 0.08% | 0.09% | 413 | -298 | -7.43% | Q1 2026 | Apr 27, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,704 | 371 | 0.01% | 0.01% | 414 | -249 | -6.3% | Q1 2026 | May 08, 2026 |
| MASECO LLP | History | Added to | 3,700 | 370 | 0.01% | 0.02% | 415 | +9 | 0.24% | Q1 2026 | Apr 21, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 3,628 | 368 | 0.03% | 0.03% | 416 | -145 | -3.84% | Q1 2026 | May 11, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 3,669 | 367 | 0.13% | 0.14% | 417 | -63 | -1.69% | Q1 2026 | Apr 27, 2026 |
| VANGUARD GROUP INC | History | No change | 3,667 | 364 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,633 | 363 | 0.01% | 0.01% | 419 | +393 | 12.13% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,583 | 358 | 0.03% | 0.02% | 420 | +907 | 33.89% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,566 | 354 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,506 | 351 | 0.01% | 0.12% | 422 | -7,113 | -66.98% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,486 | 349 | 0.0% | 0.0% | 423 | +634 | 22.23% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,468 | 347 | 0.01% | 0.01% | 424 | -177 | -4.86% | Q1 2026 | Apr 27, 2026 |
| Sincerus Advisory, LLC | History | Added to | 3,299 | 330 | 0.25% | 0.25% | 426 | +149 | 4.73% | Q1 2026 | Apr 06, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 3,303 | 330 | 0.04% | 0.04% | 425 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 3,268 | 327 | 0.07% | 0.07% | 427 | -353 | -9.75% | Q1 2026 | May 11, 2026 |
| Black Diamond Financial, LLC | History | Added to | 3,256 | 326 | 0.04% | 0.03% | 428 | +437 | 15.5% | Q1 2026 | May 05, 2026 |
| Timonier Family Office, LTD. | History | No change | 3,261 | 324 | 0.1% | 0.1% | 429 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 3,233 | 323 | 0.02% | — | 431 | +3,233 | New | Q1 2026 | Apr 30, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 3,229 | 323 | 0.17% | 0.2% | 430 | +83 | 2.64% | Q1 2026 | Apr 30, 2026 |
| Factor Wealth Management LTD | History | Added to | 3,212 | 321 | 0.06% | 0.07% | 432 | +3 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 3,202 | 320 | 0.14% | 0.15% | 433 | +117 | 3.79% | Q1 2026 | Apr 20, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 3,137 | 314 | 0.07% | 0.07% | 435 | -114 | -3.51% | Q1 2026 | Apr 27, 2026 |
| Venture Visionary Partners LLC | History | No change | 3,137 | 314 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 3,235 | 313 | 0.02% | 0.02% | 436 | +60 | 1.89% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,112 | 311 | 0.01% | 0.01% | 437 | -287 | -8.44% | Q1 2026 | May 15, 2026 |
| Resolute Advisors LLC | History | Added to | 3,091 | 309 | 0.13% | 0.1% | 438 | +8 | 0.26% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | New | 3,061 | 306 | 0.0% | — | 439 | +3,061 | New | Q1 2026 | Apr 27, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,048 | 305 | 0.12% | 0.11% | 440 | -50 | -1.61% | Q1 2026 | Apr 20, 2026 |
| Centennial Advisors, LLC | History | Reduced | 3,034 | 303 | 0.39% | 0.39% | 441 | -13 | -0.43% | Q1 2026 | Apr 21, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 3,020 | 302 | 0.03% | 0.03% | 442 | +25 | 0.83% | Q1 2026 | May 15, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 2,876 | 302 | 0.2% | 0.2% | 443 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ceeto Capital Group, LLC | History | No change | 3,000 | 301 | 0.09% | 0.09% | 444 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Partners Group, Inc | History | Added to | 2,992 | 299 | 0.04% | 0.04% | 445 | +2 | 0.07% | Q1 2026 | Apr 10, 2026 |
| Atria Investments, Inc | History | New | 2,977 | 298 | 0.0% | — | 446 | +2,977 | New | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 2,949 | 295 | 0.0% | 0.0% | 447 | +278 | 10.41% | Q1 2026 | May 05, 2026 |
| FLP Wealth Management, LLC | History | Added to | 2,950 | 295 | 0.61% | 0.63% | 449 | +264 | 9.83% | Q1 2026 | Apr 28, 2026 |
| Brown Financial Advisory | History | No change | 2,947 | 295 | 0.15% | 0.15% | 448 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FOCUSED ALPHA, LLC | History | New | 2,893 | 289 | 0.09% | — | 451 | +2,893 | New | Q1 2026 | May 12, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 2,888 | 289 | 0.19% | 0.19% | 450 | -56 | -1.9% | Q1 2026 | May 11, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 2,870 | 287 | 0.01% | 0.01% | 452 | +100 | 3.61% | Q1 2026 | Apr 24, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,856 | 286 | 0.02% | 0.02% | 454 | -102 | -3.45% | Q1 2026 | Apr 17, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 2,864 | 286 | 0.14% | 0.1% | 453 | +8 | 0.28% | Q1 2026 | Apr 27, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 2,824 | 282 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,737 | 274 | 0.0% | 0.0% | 456 | +323 | 13.38% | Q1 2026 | May 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 2,719 | 272 | 0.0% | 0.0% | 457 | -124 | -4.36% | Q1 2026 | May 05, 2026 |
| HFG Advisors, Inc. | History | Reduced | 2,710 | 271 | 0.19% | 0.2% | 458 | -22 | -0.81% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Added to | 2,688 | 269 | 0.03% | 0.03% | 459 | +7 | 0.26% | Q1 2026 | Apr 29, 2026 |
| UNIQUE WEALTH, LLC | History | New | 2,675 | 267 | 0.04% | — | 460 | +2,675 | New | Q1 2026 | Apr 21, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 2,657 | 266 | 0.0% | — | 464 | +2,657 | New | Q1 2026 | Apr 13, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 2,664 | 266 | 0.05% | 0.05% | 462 | +221 | 9.05% | Q1 2026 | Apr 20, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 2,665 | 266 | 0.11% | 0.11% | 463 | -114 | -4.1% | Q1 2026 | May 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 2,665 | 266 | 0.13% | 0.12% | 461 | +27 | 1.02% | Q1 2026 | Apr 15, 2026 |
| Shaker Financial Services, LLC | History | New | 2,629 | 263 | 0.09% | — | 465 | +2,629 | New | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,573 | 262 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Olistico Wealth, LLC | History | Reduced | 2,597 | 260 | 0.13% | 0.13% | 467 | -110 | -4.06% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,557 | 256 | 0.0% | — | 468 | +2,557 | New | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | Added to | 2,546 | 255 | 0.03% | 0.03% | 469 | +63 | 2.54% | Q1 2026 | May 01, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 2,280 | 255 | 0.05% | 0.05% | 470 | +44 | 1.97% | Q1 2026 | May 04, 2026 |
| Swan Global Investments, LLC | History | Reduced | 2,527 | 253 | 0.01% | 0.01% | 471 | -150 | -5.6% | Q1 2026 | May 07, 2026 |
| FSA Advisors, Inc. | History | Reduced | 2,526 | 253 | 0.17% | 0.18% | 472 | -88 | -3.37% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | New | 2,498 | 250 | 0.0% | — | 474 | +2,498 | New | Q1 2026 | Apr 22, 2026 |
| Rossmore Private Capital | History | No change | 2,500 | 250 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 2,414 | 241 | 0.03% | 0.03% | 476 | +397 | 19.68% | Q1 2026 | Apr 22, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 2,410 | 241 | 0.06% | 0.07% | 475 | -33 | -1.35% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,389 | 239 | 0.0% | 0.0% | 477 | -18 | -0.75% | Q1 2026 | May 15, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 2,378 | 238 | 0.12% | — | 480 | +2,378 | New | Q1 2026 | Apr 17, 2026 |
| Csenge Advisory Group | History | Added to | 2,380 | 238 | 0.01% | 0.01% | 479 | +295 | 14.15% | Q1 2026 | Apr 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 2,385 | 238 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,375 | 237 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 2,375 | 237 | 0.04% | 0.04% | 482 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Zhang Financial LLC | History | Added to | 2,360 | 236 | 0.01% | 0.01% | 483 | +245 | 11.58% | Q1 2026 | May 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 2,303 | 234 | 0.03% | — | 484 | +2,303 | New | Q1 2026 | Apr 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,326 | 233 | 0.0% | 0.0% | 485 | -171 | -6.85% | Q1 2026 | May 13, 2026 |
| Accredited Investors Inc. | History | Added to | 2,326 | 232 | 0.01% | 0.01% | 486 | +242 | 11.61% | Q1 2026 | Apr 30, 2026 |
| Baron Wealth Management LLC | History | No change | 2,326 | 232 | 0.07% | 0.07% | 487 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Main Street Group, LTD | History | Reduced | 2,310 | 231 | 0.07% | 0.1% | 488 | -685 | -22.87% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,300 | 230 | 0.0% | 0.0% | 489 | +133 | 6.14% | Q1 2026 | May 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 2,279 | 228 | 0.08% | 0.08% | 490 | -62 | -2.65% | Q1 2026 | May 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 2,268 | 227 | 0.06% | 0.06% | 491 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 2,259 | 226 | 0.16% | 0.16% | 493 | -43 | -1.87% | Q1 2026 | May 07, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 2,260 | 226 | 0.02% | 0.01% | 492 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Added to | 2,253 | 225 | 0.0% | 0.01% | 494 | +6 | 0.27% | Q1 2026 | Apr 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 2,239 | 224 | 0.02% | — | 496 | +2,239 | New | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,243 | 224 | 0.02% | 0.02% | 495 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 2,217 | 222 | 0.0% | — | 497 | +2,217 | New | Q1 2026 | May 15, 2026 |
| ForthRight Wealth Management, LLC | History | New | 2,204 | 220 | 0.06% | — | 499 | +2,204 | New | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 2,201 | 220 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,185 | 218 | 0.0% | 0.0% | 500 | -913 | -29.47% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 2,150 | 215 | 0.01% | 0.01% | 502 | +25 | 1.18% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | No change | 2,148 | 215 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sentry LLC | History | Reduced | 2,132 | 213 | 0.07% | 0.09% | 505 | -1,068 | -33.38% | Q1 2026 | Apr 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 2,135 | 213 | 0.02% | 0.02% | 504 | -400 | -15.78% | Q1 2026 | May 12, 2026 |
| Northside Capital Management, LLC | History | No change | 2,134 | 213 | 0.02% | 0.02% | 503 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 2,132 | 213 | 0.12% | 0.13% | 506 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 2,110 | 211 | 0.08% | 0.07% | 507 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,084 | 208 | 0.0% | — | 510 | +2,084 | New | Q1 2026 | Apr 30, 2026 |
| Advisor Resource Council | History | New | 2,084 | 208 | 0.07% | — | 511 | +2,084 | New | Q1 2026 | May 07, 2026 |
| EFG International AG | History | Added to | 2,078 | 208 | 0.0% | 0.0% | 509 | +1,838 | 765.83% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Added to | 2,077 | 208 | 0.02% | 0.03% | 508 | +2 | 0.1% | Q1 2026 | Apr 23, 2026 |
| 626 Financial, LLC | History | Reduced | 2,074 | 207 | 0.09% | 0.09% | 513 | -23 | -1.1% | Q1 2026 | Apr 23, 2026 |
| Enclave Advisors LLC | History | Added to | 2,074 | 207 | 0.03% | 0.03% | 512 | +6 | 0.29% | Q1 2026 | Apr 13, 2026 |
| ASO GROUP Ltd | History | No change | 2,066 | 207 | 0.09% | 0.08% | 514 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 2,043 | 204 | 0.05% | 0.06% | 515 | -447 | -17.95% | Q1 2026 | Apr 03, 2026 |
| WATERS PARKERSON & CO., LLC | History | New | 2,030 | 203 | 0.01% | — | 517 | +2,030 | New | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,027 | 203 | 0.01% | 0.01% | 516 | +320 | 18.75% | Q1 2026 | Apr 24, 2026 |
| Wealth Advisory Solutions, LLC | History | New | 2,019 | 202 | 0.05% | — | 520 | +2,019 | New | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | New | 1,854 | 202 | 0.01% | — | 519 | +1,854 | New | Q1 2026 | Apr 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 2,017 | 202 | 0.01% | 0.01% | 518 | -10 | -0.49% | Q1 2026 | May 06, 2026 |
| Advance Capital Management, Inc. | History | New | 2,014 | 201 | 0.01% | — | 521 | +2,014 | New | Q1 2026 | Apr 29, 2026 |
| Oxinas Partners, LLC | History | New | 2,010 | 201 | 0.09% | — | 522 | +2,010 | New | Q1 2026 | Apr 10, 2026 |
| ELLERSON GROUP INC /ADV | History | New | 2,000 | 200 | 0.13% | — | 523 | +2,000 | New | Q1 2026 | May 04, 2026 |
| Oceanside Advisors LLC | History | New | 2,000 | 200 | 0.11% | — | 524 | +2,000 | New | Q1 2026 | Apr 28, 2026 |
| New Republic Capital, LLC | History | Added to | 1,960 | 196 | 0.07% | 0.05% | 525 | +7 | 0.36% | Q1 2026 | May 01, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 1,900 | 190 | 0.01% | 0.03% | 526 | -5,400 | -73.97% | Q1 2026 | May 04, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,781 | 178 | 0.15% | 0.15% | 527 | +7 | 0.39% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,750 | 175 | 0.01% | — | 528 | +1,750 | New | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,724 | 173 | 0.01% | 0.01% | 529 | -29 | -1.65% | Q1 2026 | May 01, 2026 |
| Manchester Capital Management LLC | History | No change | 1,664 | 166 | 0.02% | 0.02% | 530 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,641 | 164 | 0.01% | 0.01% | 531 | +151 | 10.13% | Q1 2026 | May 18, 2026 |
| WHITTIER TRUST CO | History | No change | 1,594 | 162 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Reduced | 1,577 | 157 | 0.0% | 0.0% | 533 | -93 | -5.57% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,519 | 152 | 0.0% | 0.01% | 534 | -394 | -20.6% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 1,525 | 152 | 0.01% | 0.01% | 535 | -36 | -2.31% | Q1 2026 | Apr 22, 2026 |
| McMillan Office, Inc. | History | No change | 1,400 | 140 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,365 | 136 | 0.06% | — | 538 | +1,365 | New | Q1 2026 | Apr 14, 2026 |
| Networth Advisors, LLC | History | Reduced | 1,359 | 136 | 0.1% | 0.1% | 537 | -46 | -3.27% | Q1 2026 | Apr 22, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 1,352 | 135 | 0.11% | — | 540 | +1,352 | New | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,352 | 135 | 0.0% | 0.0% | 539 | +846 | 167.19% | Q1 2026 | May 15, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,332 | 133 | 0.02% | 0.02% | 541 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,275 | 127 | 0.04% | 0.04% | 542 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,247 | 124 | 0.0% | 0.0% | 543 | +369 | 42.03% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,215 | 121 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,141 | 114 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 1,114 | 111 | 0.0% | — | 546 | +1,114 | New | Q1 2026 | May 19, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,072 | 107 | 0.0% | 0.0% | 547 | +307 | 40.13% | Q1 2026 | May 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,038 | 103 | 0.04% | 0.04% | 548 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | No change | 1,030 | 103 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,025 | 102 | 0.03% | 0.02% | 550 | +408 | 66.13% | Q1 2026 | Apr 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,015 | 101 | 0.0% | 0.0% | 551 | -52 | -4.87% | Q1 2026 | Apr 22, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,000 | 100 | 0.05% | 0.05% | 552 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 975 | 98 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | No change | 982 | 98 | 0.02% | 0.02% | 554 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| MATHER GROUP, LLC. | History | New | 978 | 97 | 0.0% | — | 555 | +978 | New | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | Added to | 966 | 96 | 0.01% | 0.01% | 556 | +568 | 142.71% | Q1 2026 | Apr 28, 2026 |
| United Community Bank | History | No change | 956 | 95 | 0.03% | 0.04% | 557 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Motiv8 Investments LLC | History | No change | 894 | 89 | 0.05% | 0.05% | 558 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ascentis Independent Advisors | History | New | 839 | 84 | 0.01% | — | 559 | +839 | New | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 826 | 82 | 0.0% | 0.0% | 560 | +471 | 132.68% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | No change | 775 | 77 | 0.02% | 0.02% | 561 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | No change | 761 | 76 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 749 | 75 | 0.03% | 0.02% | 563 | +235 | 45.72% | Q1 2026 | Apr 03, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 720 | 72 | 0.02% | 0.02% | 564 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 720 | 72 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | No change | 722 | 72 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | Reduced | 710 | 71 | 0.0% | 0.01% | 567 | -282 | -28.43% | Q1 2026 | Apr 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 718 | 71 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SFAM, LLC | History | New | 708 | 70 | 0.06% | — | 571 | +708 | New | Q1 2026 | May 04, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 700 | 70 | 0.01% | 0.02% | 569 | -400 | -36.36% | Q1 2026 | Apr 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 699 | 70 | 0.03% | 0.02% | 570 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 679 | 68 | 0.02% | — | 573 | +679 | New | Q1 2026 | Apr 09, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 687 | 68 | 0.05% | 0.04% | 572 | +2 | 0.29% | Q1 2026 | Apr 07, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 631 | 63 | 0.02% | 0.08% | 575 | -1,571 | -71.34% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 634 | 63 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Walsh & Associates, LLC | History | No change | 636 | 63 | 0.06% | 0.06% | 576 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 591 | 59 | 0.0% | 0.0% | 577 | +60 | 11.3% | Q1 2026 | Apr 27, 2026 |
| YANKCOM Partnership | History | No change | 589 | 59 | 0.02% | 0.02% | 578 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | No change | 585 | 58 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Napier Financial, LLC | History | New | 560 | 56 | 0.01% | — | 580 | +560 | New | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | New | 557 | 55 | 0.0% | — | 581 | +557 | New | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 523 | 52 | 0.0% | — | 582 | +523 | New | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 517 | 51 | 0.0% | 0.01% | 583 | -2,549 | -83.14% | Q1 2026 | Apr 30, 2026 |
| Graney & King, LLC | History | No change | 517 | 51 | 0.03% | 0.03% | 584 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Advisory Services Network, LLC | History | New | 488 | 48 | 0.0% | — | 588 | +488 | New | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 487 | 48 | 0.03% | 0.03% | 587 | +1 | 0.21% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 484 | 48 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BankPlus Trust Department | History | No change | 483 | 48 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | Reduced | 472 | 47 | 0.01% | 0.03% | 590 | -376 | -44.34% | Q1 2026 | May 22, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 469 | 47 | 0.01% | 0.01% | 589 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Abound Wealth Management | History | No change | 457 | 45 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 458 | 45 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 447 | 44 | 0.02% | — | 593 | +447 | New | Q1 2026 | May 08, 2026 |
| Midway Capital Research & Management | History | New | 440 | 44 | 0.04% | — | 594 | +440 | New | Q1 2026 | Apr 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 439 | 43 | 0.02% | 0.02% | 595 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 410 | 41 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 10Elms LLP | History | No change | 400 | 40 | 0.03% | 0.04% | 597 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 396 | 39 | 0.0% | 0.0% | 599 | -50 | -11.21% | Q1 2026 | May 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 386 | 39 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 360 | 36 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 343 | 34 | 0.02% | 0.02% | 601 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 331 | 33 | 0.02% | — | 605 | +331 | New | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | New | 330 | 33 | 0.01% | — | 604 | +330 | New | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 334 | 33 | 0.0% | 0.0% | 602 | -11 | -3.19% | Q1 2026 | Apr 17, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 335 | 33 | 0.02% | 0.01% | 603 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 312 | 31 | 0.0% | 0.0% | 607 | +284 | 1014.29% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 318 | 31 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SRH ADVISORS, LLC | History | No change | 300 | 30 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 303 | 30 | 0.01% | 0.01% | 609 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 309 | 30 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CENTRAL TRUST Co | History | No change | 288 | 28 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Synergy Investment Management, LLC | History | New | 254 | 25 | 0.01% | — | 612 | +254 | New | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | No change | 236 | 24 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 232 | 23 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 233 | 23 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Versant Capital Management, Inc | History | No change | 225 | 22 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 215 | 21 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ankerstar Wealth, LLC | History | No change | 200 | 20 | 0.02% | 0.02% | 618 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Register Financial Advisors LLC | History | New | 194 | 19 | 0.01% | — | 621 | +194 | New | Q1 2026 | Apr 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 196 | 19 | 0.0% | 0.0% | 619 | -46 | -19.01% | Q1 2026 | May 07, 2026 |
| Independence Bank of Kentucky | History | No change | 193 | 19 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COUNTRY TRUST BANK | History | No change | 184 | 18 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 190 | 18 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Costello Asset Management, INC | History | No change | 175 | 17 | 0.01% | 0.01% | 624 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BARD ASSOCIATES INC | History | No change | 168 | 16 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 159 | 15 | 0.0% | 0.01% | 626 | -784 | -83.14% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 157 | 15 | 0.0% | 0.0% | 629 | -6 | -3.68% | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 152 | 15 | 0.0% | 0.0% | 628 | +1 | 0.66% | Q1 2026 | May 04, 2026 |
| HighMark Wealth Management LLC | History | No change | 157 | 15 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 144 | 14 | 0.01% | 0.02% | 630 | -425 | -74.69% | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | Reduced | 144 | 14 | 0.01% | 0.01% | 631 | -1 | -0.69% | Q1 2026 | May 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 135 | 13 | 0.01% | — | 632 | +135 | New | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 121 | 12 | 0.0% | 0.0% | 633 | -83 | -40.69% | Q1 2026 | May 06, 2026 |
| ORG Partners LLC | History | No change | 122 | 12 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LRI Investments, LLC | History | No change | 127 | 12 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 128 | 12 | 0.01% | 0.01% | 636 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 118 | 11 | 0.0% | — | 638 | +118 | New | Q1 2026 | Apr 20, 2026 |
| Redwood Park Advisors LLC | History | New | 118 | 11 | 0.01% | — | 639 | +118 | New | Q1 2026 | May 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 118 | 11 | 0.01% | 0.01% | 637 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 102 | 10 | 0.0% | 0.0% | 640 | +81 | 385.71% | Q1 2026 | May 14, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 110 | 10 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SYM FINANCIAL Corp | History | New | 98 | 9 | 0.0% | — | 643 | +98 | New | Q1 2026 | May 08, 2026 |
| REXFORD CAPITAL INC | History | New | 91 | 9 | 0.01% | — | 645 | +91 | New | Q1 2026 | Apr 23, 2026 |
| Darwin Wealth Management, LLC | History | New | 90 | 9 | 0.0% | — | 644 | +90 | New | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 93 | 9 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Financial Life Planners | History | New | 89 | 8 | 0.01% | — | 649 | +89 | New | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 85 | 8 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 78 | 8 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Benson Wealth Management INC | History | No change | 85 | 8 | 0.01% | 0.01% | 648 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 76 | 7 | 0.0% | 0.0% | 650 | -151 | -66.52% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | New | 74 | 7 | 0.0% | — | 654 | +74 | New | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | New | 70 | 7 | 0.0% | — | 653 | +70 | New | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 72 | 7 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 71 | 7 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 62 | 6 | 0.0% | 0.0% | 656 | +14 | 29.17% | Q1 2026 | May 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 64 | 6 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 62 | 6 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Glassman Wealth Services | History | Reduced | 57 | 5 | 0.0% | 0.0% | 660 | -89 | -60.96% | Q1 2026 | May 04, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 58 | 5 | 0.0% | — | 665 | +58 | New | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | Added to | 53 | 5 | 0.0% | 0.0% | 663 | +29 | 120.83% | Q1 2026 | Apr 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 54 | 5 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 56 | 5 | 0.0% | 0.0% | 662 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 54 | 5 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Anchor Investment Management, LLC | History | New | 41 | 4 | 0.0% | — | 668 | +41 | New | Q1 2026 | May 01, 2026 |
| MOTCO | History | Reduced | 47 | 4 | 0.0% | 0.0% | 666 | -37 | -44.05% | Q1 2026 | Apr 22, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 38 | 4 | 0.0% | 0.0% | 667 | +1 | 2.7% | Q1 2026 | Apr 27, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 35 | 3 | 0.0% | — | 669 | +28 | 400.0% | Q1 2026 | Apr 29, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 36 | 3 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | No change | 38 | 3 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | Added to | 29 | 2 | 0.0% | 0.0% | 675 | +10 | 52.63% | Q1 2026 | Apr 30, 2026 |
| Clearstead Trust, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 21 | 2 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| WPG Advisers, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 16 | 1 | 0.0% | 0.0% | 678 | -19 | -54.29% | Q1 2026 | May 05, 2026 |
| CURIO WEALTH, LLC | History | New | 17 | 1 | 0.0% | — | 682 | +17 | New | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | New | 15 | 1 | 0.0% | — | 681 | +15 | New | Q1 2026 | Apr 23, 2026 |
| NFSG Corp | History | No change | 16 | 1 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 12 | 1 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 14 | 1 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -239,506 | -100.0% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -43,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Myriad Asset Management Advisors LLC | History | Closed out | 0 | 0 | — | 1.32% | — | -43,100 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -42,416 | -100.0% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.27% | — | -37,240 | -100.0% | Q1 2026 | May 12, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.76% | — | -35,710 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -32,734 | -100.0% | Q1 2026 | May 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,374 | -100.0% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -30,368 | -100.0% | Q1 2026 | May 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -26,403 | -100.0% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,900 | -100.0% | Q1 2026 | May 14, 2026 |
| Hudson Value Partners, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -13,722 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Legacy Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -9,166 | -100.0% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,655 | -100.0% | Q1 2026 | May 06, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.05% | — | -8,034 | -100.0% | Q1 2026 | May 07, 2026 |
| Myriad Asset Management US LP | History | Closed out | 0 | 0 | — | 1.09% | — | -6,532 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -6,074 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,801 | -100.0% | Q1 2026 | May 18, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -4,800 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -4,162 | -100.0% | Q1 2026 | May 08, 2026 |
| F&V Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,123 | -100.0% | Q1 2026 | Apr 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,902 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Phoenix Financial Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,696 | -100.0% | Q1 2026 | May 11, 2026 |
| Circle Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,731 | -100.0% | Q1 2026 | May 11, 2026 |
| TEXAS PERMANENT SCHOOL FUND CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,621 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,524 | -100.0% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -2,334 | -100.0% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -2,304 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Seelaus Asset Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,199 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,190 | -100.0% | Q1 2026 | May 06, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,144 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,010 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,138 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -461 | -100.0% | Q1 2026 | May 01, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -247 | -100.0% | Q1 2026 | May 19, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -155 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q1 2026 | Apr 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | May 15, 2026 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 06, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| Talon Private Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 12, 2026 |
| Asset Dedication, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| New Millennium Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bernard Wealth Management Corp. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |